Creating filtered product or customer lookup grids

Modified on Thu, 15 Dec, 2022 at 11:02 AM

Overview

With Cloud Retailer you can create a POS button that a cashier can click to bring up a product/ customer search OR you can create a filtered list. This can be valuable in all sorts of scenarios like:

-A locksmith shop wants one button that brings up a list with all of their labor type products.

-A beer shop wants a button to bring up all of their 24 pack 16oz cans

-A wholesale Liquor store wants to search for wholesale or store customers at the POS and only see those customers.

The list could go on forever, very handy.

Procedure

Once the filtered list appears the cashier can select one or they can search. When they search it will only search the filtered group. Here's how you do it:

1) Go into your Task Pad and create a button with one of the command types "LookupProductsCommand" or "Common: Lookup Products" or "Customers: Lookup Customer Dialog"

2) Inside the command parameters insert something similar to this:

{Filters: [ {PropertyName: 'Size', Operator: 'eq', Value: '24 pk cn 16oz'}, {PropertyName: 'Department', Operator: 'eq', Value: 'Beer'}]}

{Filters: [ {PropertyName: 'Tags', Operator: 'ct', Value: 'Wholesale'}]}

3) Set all other button options up as you choose.

The filter above would show all items that have a size that equals (exactly) '24 pk cn 16oz' AND are from the department with the name of 'Beer'.

It will show all customers with the Tag "Wholesale"

Other filter types and their datatypes are:

int ProductId string PrimaryProductCodestring ProductCodes (these are the alternate product codes, can list multiple delimited by a space)string Descriptiondecimal RegularPricestring Sizestring Departmentstring Categorystring Classificationstring Tags
Other filter values are:eq for equals (exactly)ct for containsgt for greater thanlt for less thannct not contains
More examples are:
Example 1 - products with '750' in size text :{Filters: [ {PropertyName: 'Size', Operator: 'ct', Value: '750'}]}
Example 2 - products more expensive than 75:{Filters: [ {PropertyName: 'RegularPrice', Operator: 'gt', Value: '75'}]}
Example 3 - products with size not containing '750' text and Category containing 'Cabernet':{Filters: [ {PropertyName: 'Size', Operator: 'nct', Value: '750'}, {PropertyName: 'Category', Operator: 'ct', Value: 'Cabernet'}]}

Example 4 - products with a tag contains 'QuickPick' text

{Filters: [ {PropertyName: 'Tags', Operator: 'ct', Value: 'QuickPick'}]}

Example 5 - products with a tag contains 'Wholesale' text{Filters: [ {PropertyName: 'Tags', Operator: 'ct', Value: 'Wholesale'}]}

How to see if a product contains a specific tag

There are times when you may need to verify if a specific product contains a tag at the POS. You can achieve this by using the same "Common: Lookup Products" command from above.

1) Go into your Task Pad and create a button with the command "Common: Lookup Products"

2) Inside the Command Parameters insert the following command and replace only YOURTAG with the name of your tag. Note: You MUST retain the double quotations around YOURTAG in the example below.

{ "TagName": "YOURTAG", "SearchText": ActiveTransaction.SelectedItem.Description }

This process only applies to POS buttons. We hope it helps!

Here is a Video covering task pad buttons in Cloud Retailer: