How to: Set Up POS Terminals for LS Recommend
Items and POS terminals need to be set up to be used by LS Recommend. Settings are available in the LS Recommend Item Links, the POS Terminal Card, and the Store Card to control which items and POS terminals are in scope.
To set up a POS terminal for LS Recommend
To upload and synchronize LS Recommend POS terminals to LS Recommend
To compare POS terminals in LS Central and LS Recommend
To set up recommendation usage and display rules on POS terminals
Before LS Recommend can perform calculations, the items and POS terminals need to be uploaded to the cloud to be considered. The setup determines the transactional sales history of which items and from which POS terminals will be considered for recommendation calculations.
In the LS Recommend POS Terminals page you can view and maintain the list of terminals to be included in the LS Recommend calculation. In this page, you can easily identify the valid LS Recommend POS terminals in LS Central and synchronize these terminals to LS Recommend.
Besides that, you can also use the comparison functionality provided in the page to have an overview of the POS terminals that are maintained in LS Recommend, and compare these terminals with the list of terminals maintained locally in LS Central.
To set up a POS terminal for LS Recommend
A POS terminal can be added directly or indirectly via a store to an existing LS Recommend Batch. When a batch is assigned to a store, all POS terminals that belong to this store will inherit this setting and therefore become part of the batch. The store's setting can be overwritten by the POS terminal's setting. The batch assigned to the POS terminal takes the highest priority.
On the Store Card, you can assign the default batch and a recommendation API URL for the selected store.
- Click the icon, enter Store List, and select the relevant link.
- Click New to create a new store, or click Manage - Edit to edit an existing one.
- Fill in the LS Recommend Batch No. field in the LS Recommend FastTab.
- Fill in the Recommendation API URL field in the LS Recommend FastTab if you would like to overwrite the company's global setting in LS Recommend Setup.
For more information on Recommendation API URL setup see Basic LS Recommend Setup.
Alternatively, you can also configure the POS terminal to enable it as a valid LS Recommend POS terminal.
- Click the icon, enter POS Terminal List, and select the relevant link.
- Click New to create a new POS terminal, or click Manage - Edit to edit an existing one.
- Fill in the LS Recommend Batch No. field in the LS Recommend FastTab if you would like to overwrite the store's setting.
- In the LS Recommend FastTab, ensure that the Exclude from LS Recommend check box is not selected. This check box is useful when you have a batch assigned to the store and you would like a POS terminal from the store to be excluded from LS Recommend calculation.
To upload and synchronize LS Recommend POS terminals to LS Recommend
- Click the icon, enter LS Recommend POS Terminals, and select the relevant link.
- Click Maintenance - Update only. The system will retrieve the available POS terminals in LS Central and create the identified LS Recommend POS terminals for each LS Recommend Batch.
- If Pending Sync. is selected, it means that there are changes pending to be synchronized to LS Recommend. Click Maintenance - Synchronize only to upload records with changes (based on the Action field, either AddModify or Delete) to LS Recommend.
- AddModify - A POS terminal which has been newly assigned to a batch.
- Delete - The POS terminal is no longer a valid LS Recommend POS terminal. It will be removed from LS Recommend upon synchronization.
- Alternatively, click Maintenance - Update and Sync. to calculate changes between the current values in setup tables and this table, then upload the changes to LS Recommend. The Update and Sync. process is not possible, if there are changes which are not uploaded yet.
Note: You can set up a Scheduler job to synchronize the LS Recommend POS Terminals automatically. For more information see How to: Schedule Master Data Synchronization.
To compare POS terminals in LS Central and LS Recommend
The LS Recommend POS Terminals Compare page provides you with an overview of all the POS terminals that are maintained in LS Recommend for all the batches. You can use this page to compare these terminals with the list of terminals that are maintained locally in LS Central. This also helps you to easily identify any terminals that may be out-of-sync between LS Central and LS Recommend.
- Click the icon, enter LS Recommend POS Terminals, and select the relevant link.
- Click Maintenance - Compare (Local vs. Cloud) to open the LS Recommend POS Terminals Compare page. This helps you compare the local records and the records maintained in LS Recommend.
- POS terminals present in LS Recommend but not in LS Central are marked as Not Exist (Local). To delete them from LS Recommend , you can use the Delete Not Exist (Local) action. This deletes the terminals from LS Recommend. If a Batch No. filter has been selected, then only terminals belonging to the filtered batch will be deleted from LS Recommend.
- Any POS terminals in LS Central which are yet to be synchronized with LS Recommend are marked as Out of Sync. You need to synchronize these terminals to LS Recommend.
Additionally, you can also resynchronize all the POS terminals from LS Central to LS Recommend:
- Click the icon, enter LS Recommend POS Terminals, and select the relevant link.
- Click Actions - Maintenance - Clear and Sync. to clear all records in the LS Recommend POS Terminal table and upload the changes to LS Recommend. This will delete all the terminals in all the batches from LS Recommend.
- Click Maintenance - Update only to recalculate the changes and all POS terminals will be updated with AddModify action in the relevant batches.
- Click Maintenance - Synchronize only to upload the records to LS Recommend. This will add all the POS terminals back into LS Recommend.
To set up recommendation usage and display rules on POS terminals
LS Central provides options for you to determine how the recommended items should be displayed on the POS terminals. The items can be shown on the POS panel via a POS button, Total button, and/or printed on the slip. You can also decide which information (image, description, inventory, and price) should be displayed for the recommended items. Find these configurations in the POS FastTab in the LS Recommend Setup page.
Field | Description |
---|---|
Use LS Recommend on POS | This check box specifies if the functionality is globally available for all LS Recommend POS terminals in the current company. |
Show Recommendation on POS |
This check box specifies if recommended items will be displayed on the POS panel when POS command RECOMMEND is clicked. You can set up the POS command RECOMMEND by using the Insert Default Data functionality in Retail Setup, by activating the LS Recommend Data option. |
Show Recommendation on Total | This check box specifies if recommended items will be displayed on POS panel when POS Command TOTAL is clicked. |
Print Recommendation on Slip | This check box specifies if recommended items will be printed on the slip. |
Print Recommendation (Filter by Inventory) |
This check box specifies if only recommended items having inventory above a predefined value will be printed on the slip. When you select this check box and follow by also selecting Filter by Inventory in LS Recommend Batch, the system will filter the recommended items to be printed, based on the Min. Inventory. |
Show Item Image | This check box specifies if the item image will be displayed on the recommendation POS panel. |
Show Item Description | This check box specifies if the item description will be displayed on the recommendation POS panel. |
Show Item Inventory | This check box specifies if the item inventory will be displayed on the recommendation POS panel. |
Show Item Price | This check box specifies if the item price will be displayed on the recommendation POS panel. |
In addition to the above settings, in LS Recommend Batch, you can define further details for each individual batch:
- Click the icon, enter LS Recommend Batches, and select the relevant link.
- Click New to create a new batch, or click Edit List to edit an existing one.
- Fill in the relevant fields:
Field | Description |
---|---|
No. of Downloaded Items | This field specifies the maximum number of recommended items to be downloaded from the LS Recommend Model Reader. If you leave this value blank, the system will use the default value of 10. |
No. of Displayed Items | This field specifies the number of recommended items to be displayed on the POS panel or printed on the slip. If you leave this value blank, the system will use the default value of 5. |
Filter by Inventory | This check box specifies if the system will filter the recommended items to be shown on the POS panel, based on their inventory level. It works together with the Min. Inventory field. |
Min. Inventory | This field specifies the minimum inventory level that the recommended items must fulfill for them to be displayed on the POS panel, if Filter by Inventory is activated. |
See also
How to: Set Up Items for LS Recommend
How to: Set Up LS Recommend Batches