Enlightenment! I will share this information with our consortium.

 

Diane Disbro

Circulation Coordinator/Branch Manager

Union Branch

Scenic Regional Library

308 Hawthorne Drive

Union, MO     63084

636-583-3224

 <mailto:ddis...@scenicregional.org> ddis...@scenicregional.org

www.scenicregional.org

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Kathy 
Lussier
Sent: Friday, July 21, 2017 6:27 AM
To: open-ils-general@list.georgialibraries.org
Subject: Re: [OPEN-ILS-GENERAL] Billing / Pay Bills UI

 

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 <jlw...@asbury.edu> 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>  
jlw...@asbury.edu

 

 

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Josh 
Stompro
Sent: Thursday, July 20, 2017 2:47 PM
To: open-ils-general@list.georgialibraries.org
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://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

 

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

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
kluss...@masslnc.org
Twitter: http://www.twitter.com/kmlussier

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