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Info Text

2
May

Info texts are a great method of associating any type of text to any product for use at the register. Some scenarios are special warning messages or attaching text to a receipt or an item without a price.

Creating Info Text

First, you will need to navigate to Sales > Info Text. There you will need to click +New at the top of the page. The create info text page should launch the Number Field should self-generate. Fill in the text you would like to have displayed and choose the Type of display it will be. Your 3 Options are as listed.

Item: This is helpful if you would like to add a Sub-item to your main item that you do not charge for nor track inventory for. To be able to use the item info text feature you will need to add the button and POS function Item Info Selection. For more information on creating button functions please refer to our Create POS Buttons/Button configuration manual Page.

Popup: This will be a Pop-up text box that will appear on the POS as soon as the related items are selected for sale.

Receipt: This will be text that appears at the bottom of the receipt as shown in the picture.

Applying Info Text to Products

You may now apply the created info text by navigating to Inventory > Products. Select the product you wish to add the info text to and click Edit at the top of the screen.

On the bottom right corner of the Edit Product Page, locate the info text tab. Once you have done so, simply click on +Add info text and a popup dialog box should appear. Choose the type and the text you wish and click Ok.

Using Info Text at POS

To be able to use the info text properly at the POS you must first create the Item Info Selection button. To do so navigate to Settings > Button configurations. For more information on creating buttons please refer to our Create POS button/ Button functions, Manual Page.

At the POS the cashier would then select the item and click on Item Info Selection“. A second page should then appear with the info text that you had programmed earlier for that product.

For Example, We added the Cheddar Cheese item to our Cracker product.

Creating and Using Free Info Text (POS) Function

To create the button Free Info Text navigate to Settings > Button Configuration. For more information on creating buttons please visit our Create POS Buttons / Button Configuration Manual Page. You will need the button Function “Add Free Info Text”.

At the POS the cashier would then select the item and press the Free Info Text button. A window should appear with an empty text box. You may add any text you wish. Once done, click “add” on the bottom right corner. The text will now reflect on the receipt under the item name.

Removing Info text (POS)

Removing Info text may be done by using the button function “Remove Info Text”. At the pos simply select the product and click the button.

Searching for Info Text

To search for certain info texts on receipts start by navigating to Sales >receipts. Once the page launches locate the “Info text filter” drop-down menu and select receipts with info texts. In the corresponding “Info text” field you may specify the text you are looking for.

Once done, click Update at the top of the page. All receipts with the known info text should show. Finally, you may export these receipts into a PDF file simply by selecting it from the top of the screen.