Task list (Comarch ERP Enterprise)

The task list allows notifying Comarch POS users about:

• Pending sales orders downloaded from the ERP system; they are displayed with an appropriate processing status from a dedicated dictionary in the ERP system
• Documents to be received
• Generated or open inventory documents
• Documents to be processed by the Headquarters, such as returns to the central warehouse at the end of a season
• New label update requirements

Information on the number of tasks is displayed based on sales orders updated during the synchronization process.

When new task list objects appear on the POS workstation, an icon with the number of tasks to be processed is displayed next to the application clock.

When the list is opened, the icon turns from blue to white, leaving the number of tasks displayed at all times. The color of the icon indicates if a new task has appeared on the workstation.

Selecting the icon opens the task list. The list contains the following information:

• Object related to the task
• Number of objects/actions and their statuses

Task list (Comarch ERP Standard)

The task list feature is directed to companies that want to send task reminders to users working on POS workstations. In addition, users can now confirm that they have read a message in Comarch POS.

The task list allows notifying Comarch POS users about:

• Tasks to be done in the store; the tasks are predefined in Comarch ERP Standard
• Documents to be received
• Generated or open inventory documents
• Documents to be processed by the Headquarters, such as returns to the central warehouse at the end of a season

When new task list objects appear on the POS workstation, an icon with the number of new notifications is displayed next to the application clock. Until the task list is opened, the icon’s color is blue. When the list is opened, the icon turns white , leaving the number of tasks displayed at all times. The color of the icon indicates if a new pending task/object has appeared on the workstation.

Selecting the icon opens the task list. The list contains the following information:

• Object related to the task
• Number of objects/actions and their statuses
• Tasks to be processed on the POS workstation

Messages in Comarch POS

Messages on the task list are sorted according to their effective periods determined in the ERP system. Additionally, if a high priority has been assigned in the system, an exclamation mark is displayed next to the given message. The Messages section is divided into unread and read messages.

Each message can contain:

• Subject – the subject of a message sent to the POS workstation
• Ended – this parameter, deselected by default, can be manually selected by a user or is selected automatically once the date specified in the End Date field expires
• Priority – allows determining the priority of a message (i.e. the sequence for displaying messages in Comarch POS); available options include:
  • Normal
  • High – it displays an additional exclamation mark icon by high-priority tasks in Comarch POS
• Message – a text field where messages or links sent to Comarch POS can be entered
• POS Centers – POS centers within the company structure that should receive a given message. At least one POS center must be active.

In the Scheduling Details section, it is possible to enter the validity date of a given message; available parameters include Start Date, End Date, and All day event.

The [View Details >>] button allows displaying message details. The new message details window contains the following buttons:

• [Print] – it prints the message using a new printout definition
• [Confirm to have read] – it confirms that the operator has read the message. The button is available until the first confirmation of reading the message.
• [Close] – it closes the message details window