Validation Formats
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The Ordering application supports scanning Loyalty and Stored Value barcodes from the Order Entry and Tender screens without requiring the user at the POS to open a separate modal (e.g. Loyalty Identification modal).
Use the Validation Formats editor to:
Define the validation format of the scanned barcodes for Loyalty ID and Stored Value entities.
Assign specific POS actions and the eligible screens to the validation format.
The following describes the columns on the Validation Format List homepage:
Column | Description |
|---|---|
Format Name | Identifies the name of the validation format for barcode scans. |
Entity | Identifies the type of entity assigned to the format: Loyalty ID or Stored Value. |
Priority | Specifies the priority assigned to the format in relation to other validation formats. |
Add Validation Format
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From the upper-right of the Validation Formats homepage, select New Validation Format to add a validation format.
The New Validation Format form includes the following pages:
Page | Description |
|---|---|
Describe general settings about the validation format, including its name and assigned entity: Loyalty ID or Stored Value. | |
Define the format of the entity that is scanned, including the character type, character count, and conditions. | |
Define parsing rules for the scanned entity, including its parameters and their respective position in the string. | |
Assign specific POS actions and eligible POS screens to the validation format. |
Description
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From the Description page of the Validation Formats editor, define the following:
Setting | Description |
|---|---|
Format Name | Type a name for the validation format. |
Entity | From the dropdown, select the entity to assign to the validation format. |
Priority | Type the numeric priority to assign to the validation format in relation to other validation formats. |
Active | Toggle the Active status of the validation format for each site. |
Scan Format
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From the Scan Format page of the Validation Formats editor:
Define the format of the scanned entity, including the character type, and character count.
Define the conditions that the entity string must meet.
From the Scan Format section, define the format of the scanned entity:
Setting | Description |
|---|---|
Character Types | From the dropdown, select the type of characters to include in the string. |
Minimum Character Count | Type the minimum number of characters that are required. |
Maximum Character Count | Type the minimum number of characters that are allowed. |
From the Contains section, define the conditions that the entity string must meet:
From the upper-right of the Contains section, select Add Condition.
From the Create Condition window, define the following:
Setting
Description
String Position
From the dropdown, select the position where the string is located in the scanned entity.
For example, select Starts With if the string is located at the beginning of the scanned entity.
String Value
Type the string value. The eligible characters are dependent on the Character Type selected in the section above.
Parsing Rules
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From the Parsing Rules page of the Validation Formats editor, add rules that determine how the scanned entity is parsed. A parsing rule instructs the application how to read and interpret the values in the scanned entity.
To add a parsing rule:
From the upper-right of the Parsing Rules page, select Add Parsing Rule.
In the Rule Name field, type the name of the parsing rule.
From the Parameters section, select Add Parameter.
From the Add Parameter window, use the provided fields to define the function, position, value, and/or length of the string included in the scanned entity.
The provided fields are determined by the selected string position. Some fields described below may not be available.
Field
Description
Use As
From the dropdown, select the function of the string.
String Position
From the dropdown, select the location in the scanned entity where the string is located.
Value
Type the specific string value.
Length
Type the number of characters that make up the string.
Start Character
Type the first character in the string.
Start Character Position
Type the position value of the first character in the string.
For example, if the first character in the string occupies the third position in the scanned entity, then type 3.
End Character
Type the last character in the string.
End Character Position
Type the position value of the last character in the string.
For example, if the last character in the string occupies the ninth position in the scanned entity, then type 9.
From the lower-right of the Add Parameter window, select Save.
Actions
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From the Actions page of the Validation Formats editor:
Identify the screen(s) where the user at the POS is allowed to scan the barcode.
Identify the action to execute at the POS when the barcode is scanned.
To add a POS action and associated screen:
From the upper-right of the Actions page, select Add Action.
From the Add Action window, define the following:
Setting
Description
Action Name
Type a name for the action.
Screen
From the dropdown, select the screen where the user at the POS is allowed to scan the barcode.
Action
From the dropdown, select the action to execute at the POS when the barcode is scanned.
From the lower-right of the Add Action window, select Save.