Hi,
We do NOT like the fact that the default is for all bills to
be selected so you have to deselect everything on the list that isn't
getting paid.. And the blue highlighting makes it nearly impossible to
see the check marks used to select items.
There's a setting for that. If you go to the Library Settings Editor,
you can enable the "Uncheck bills by default in the patron billing
interface" setting to have everything deselected when the bill is first
retrieved.
Kathy
On 07/20/2017 09:43 PM, Diane Disbro wrote:
The only problem we have had with payment type is staff forgetting to
change from the default (cash) to check. I have told them never to use
Forgive since it causes all kinds of problems.
We do NOT like the fact that the default is for all bills to
be selected so you have to deselect everything on the list that isn't
getting paid.. And the blue highlighting makes it nearly impossible to
see the check marks used to select items.
Diane Disbro
Circulation Coordinator/Branch Manager
Union Branch
Scenic Regional Library
308 Hawthorne Drive
Union, MO 63084
(636) 583-3224
On Thu, Jul 20, 2017 at 3:54 PM, Walz, Jennifer <[email protected]
<mailto:[email protected]>> wrote:
Josh,
Oh yes! You are so right. The bill paying screen is a
DISASTER! We hate it. Our student workers are always having
trouble. And for the LONGEST time we could not figure out even
how to SELECT the items to be paid.
And along with this, I would really like to see MORE options for
payment type. And to be able to create new payment types.
Please fix it in whatever clients you can. We would be most
grateful!
Thanks!
Jennifer
--------------------------------------------------
Jennifer Walz, MLS - Head of ILS Services
Kinlaw Library - *Asbury University*
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269 <tel:%28859%29%20858-3511>
[email protected] <mailto:[email protected]>
*From:*Open-ils-general
[mailto:[email protected]
<mailto:[email protected]>] *On
Behalf Of *Josh Stompro
*Sent:* Thursday, July 20, 2017 2:47 PM
*To:* [email protected]
<mailto:[email protected]>
*Subject:* [OPEN-ILS-GENERAL] Billing / Pay Bills UI
We see enough errors with applying payments that I'm wondering if
a different interface would work better. We are on 2.10 and are
using the XUL staff client. The problem seems to be with the
payment type dropdown. For some reason the wrong options gets
selected occasionally, and the payment is submitted with the wrong
type. I think the drop down is just hard for some staff to see,
and the level of accuracy required to select the correct option is
high. Also, I suspect that the interface just has too much going
on when you first look at it, and sometimes staff are at a loss on
where to start the process.
Also, there is no confirmation step before the payment is
applied. I think a summary of the payment about to be applied
would be useful for staff to double check the options that they
have selected. Another error we see is having the wrong items
selected to pay the bills on, or more specifically not selecting a
specific item when that is wanted, and going with the default we
have set of all bills being selected. This also might be helped
if there was a confirmation process.
I've seen the interfaces that some POS(Point of sale) systems use
and one style that I've seen used is to show all the payment
options as a grid of buttons, with unique icons for each method.
I think this would be more touch screen friendly also, which isn't
something that we use now, but with the web staff client there is
more of a possibility of staff using devices with touch screens
to help customers.
So what if instead of the pay bill ui being on the bills page,
there is a “Pay Bill” button at the bottom of the screen that
brings up a separate interface for selecting the payment type,
annotation, amount, etc, along with showing which items were
selected and the distribution of payment on those items, and then
a final confirmation screen?
Example screenshots of other POS interfaces:
https://help.shopify.com/assets/images/pos/operating/checkout/checkout-screen-fixed.png?1438282125
<https://help.shopify.com/assets/images/pos/operating/checkout/checkout-screen-fixed.png?1438282125>
https://s-media-cache-ak0.pinimg.com/originals/4f/ec/8f/4fec8f6c1cb803e614f0dd0994972f11.jpg
<https://s-media-cache-ak0.pinimg.com/originals/4f/ec/8f/4fec8f6c1cb803e614f0dd0994972f11.jpg>
http://blog.ignify.com/wp-content/uploads/2014/06/customizable-pos-interface-b.jpg
<http://blog.ignify.com/wp-content/uploads/2014/06/customizable-pos-interface-b.jpg>
I would also like to hear if others don’t have a problem with how
it currently works. Maybe we just need more training, or just a
font size change for the drop down.
Thanks
Josh
Lake Agassiz Regional Library - Moorhead MN larl.org <http://larl.org>
Josh Stompro | Office 218.233.3757 EXT-139
<tel:%28218%29%20233-3757>
LARL IT Director | Cell 218.790.2110 <tel:%28218%29%20790-2110>
--
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
[email protected]
Twitter: http://www.twitter.com/kmlussier
