Changing Preferences in Retail Pro V8

Source: One Step Solutions Knowledge Base

In order for an employee to check in, there must be someone logged into Retail Pro. It's best for the logged in user to have restricted rights. You could create a user called "checkin" with a simple password or no password, and assign that user to the POS group or a group with restricted rights. Then you would tell employees who just need to check in without logging in to use that user. Once they are logged in with that user, they can check in by choosing their username from the dropdown list in the Check-In/Out Module.

Basics in Screen Design

Tip source: One Step's Retail Pro Knowledge Base

To customize the design of your screen you should be logged in with a login such as Sysadmin in order to change the layouts.

Menu Designer: Defines what buttons show up on the right side.
  • Right-click on the menu and choose menu designer.
    Within menu designer>
  • The column on the left decides what can be seen.
    Place a check mark to each button you would like visible.
  • Each row can be dragged up and down.
    Move the button rows up and down, creating the order in which the buttons will show up in the menu.
  • You can also change the height of the button.
    Where it says Buttons Height: Enter a new value for a button height; increasing the number will increase the size of the button and vice versa for decreasing the value.
Customize Columns:
  • Column width -Drag-and-drop the column heading separators to change column width.
  • To adjust all columns to the width of their largest entry, right-click the
    column heading and select ADJUST COL WIDTH from the pop-up menu.
  • Hide columns Right-click a column heading and select one of the following:
    HIDE COLUMN to remove the selected column from the display.
  • HIDE ALL to hide every column except the selected one.
  • Show columns Right-click a column heading and select one of the following:
    SHOW ALL to redisplay all previously hidden columns.
  • A specific column heading to redisplay only that column.
  • Column position -Click the heading of the column you want to move and drag the column to the left or right.
  • Page Manager: Defines which columns are displayed within a document.
    Right-click a column > interface > left-click Page Manager
    The column on the right are the available columns that can be displayed in the document:
    Fields above the bar will be included in the selected page design. Those below the bar will not.
  • To include a field, double-click on it or click and drag it above the bar.
Page Designer

Page Designer is used to add, remove, position, and set navigation properties of, data fields, labels, images, and backgrounds in Form View layouts.

To create/edit a form:
1. In the body of the Form, right-click and then select
2. Select the FIELDS button. The Setup Fields dialog
is displayed as on the next page.
3. Design and add individual fields or groups of fields. A
group displays multiple fields in one form component.

Add Individual Fields:
Drag and drop the fields you want to add to your Form from the Available Fields or Field in Group panes into the body of the Form. A field can only be added to a form once, either individually or in a group, but not in both ways.

Create a Group of Fields and add the group to the Form:

  • Click anywhere in the Groups pane to make the toolbar active.
  • Select ADD to create a new group. Name the group as appropriate.
  • Double-click a field in the Available Fields pane to include it in your current group or drag and drop fields into the Field in Groups pane.
  • Use standard procedures to order the fields within the Field in Group pane; this order will be the display order on the form.
  • Drag and drop the group into the body of your Form. Position as needed.
  • Select X to exit the Setup Fields dialog and return to Page Designer.