W3P - Walkthrough (GUI) PDF

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Alliance​ ​WebPOS

WebPOS​ ​3​rd​​ ​Party​ ​(W3P)​ ​System


version​ ​1
September​ ​19,​ ​2017

I. Login

User​ ​Credentials
-​ ​Maintained​ ​per​ ​company​ ​account.
-​ ​First​ ​step​ ​is​ ​to​ ​register​ ​an​ ​entry​ ​of​ ​which​ ​company​ ​will​ ​participate​ ​in​ ​the​ ​exchange.
-​ ​This​ ​can​ ​be​ ​done​ ​in​ ​admin​ ​page​ ​or​ ​through​ ​SOAP.

Note:
​ ​ ​ ​*​ ​ ​ ​User​ ​ID​ ​will​ ​be​ ​retained​ ​if​ ​the​ ​'Remember​ ​Me'​ ​is​ ​enabled
II. Forgot​ ​Password
​ ​Upon​ ​successful​ ​password​ ​reset,​ ​the​ ​new​ ​password​ ​will​ ​be​ ​sent​ ​to​ ​the​ ​inputted​ ​email.

III. Account
​ ​ ​ ​User​ ​accounts​ ​can​ ​be​ ​managed​ ​independently​ ​through​ ​the​ ​W3P​ ​system.

A. Detail​ ​(View​ ​mode)


B. Detail​ ​(Edit​ ​mode)
C. WebHook​ ​(View​ ​mode)
This​ ​allows​ ​the​ ​user​ ​to​ ​add​ ​webhooks​ ​to​ ​Inventory,​ ​Product,​ ​Sales,​ ​and​ ​Warehouse​ ​events.
Hooks​ ​are​ ​triggered​ ​whenever​ ​there​ ​are​ ​updates​ ​on​ ​each​ ​respective​ ​modules.
D. WebHook​ ​(Edit​ ​mode)
E. Change​ ​Password
IV. Transaction​ ​Log
Transaction​ ​logs​ ​allow​ ​user​ ​to​ ​check​ ​the​ ​input​ ​and​ ​output​ ​for​ ​all​ ​sync​ ​processes.
This​ ​serves​ ​as​ ​the​ ​home​ ​page​ ​of​ ​the​ ​application.

A. Filter
B. List

i. Desktop
ii. Mobile

Note
​ ​ ​ ​ ​Table​ ​format​ ​for​ ​mobile​ ​mode:

Record Input Output


Date
Status
C. Detail​ ​–​ ​Input
Raw​ ​XML​ ​format​ ​of​ ​the​ ​input​ ​from​ ​the​ ​request​ ​made​ ​for​ ​the​ ​record

D. Detail​ ​–​ ​Output


​ ​Raw​ ​XML​ ​format​ ​of​ ​the​ ​output​ ​for​ ​the​ ​requested​ ​record.
Note:
​ ​Initial​ ​update​ ​to​ ​sync​ ​the​ ​data.
​ ​Data​ ​updates​ ​will​ ​be​ ​triggered​ ​if​ ​user​ ​will​ ​update​ ​details​ ​from​ ​WebPOS​ ​/​ ​SAP.
​ ​Sales​ ​and​ ​Inventory​ ​records​ ​will​ ​be​ ​sync​ ​only​ ​from​ ​past​ ​30​ ​days​ ​(unless​ ​override)
For​ ​inventory,​ ​only​ ​non​ ​pending(Posted,​ ​Cancelled,​ ​Voided,​ ​Reversed)​ ​entries​ ​will​ ​be​ ​shown​ ​in​ ​the​ ​list.
Third​ ​Party​ ​ID's​ ​are​ ​shown​ ​in​ ​parenthesis​ ​if​ ​different​ ​from​ ​primary​ ​id

V. Sales​ ​Report

A. Sales​ ​Transaction​ ​Summary

i. Filter
ii. List

Note:
​ ​ ​ ​Table​ ​format​ ​is:

Terminal​ ​ID​ ​–​ ​Z​ ​Counter Gross


Sale​ ​Date

iii. Detail
B. Sales​ ​Transaction

i. Filter
ii. List

Note:
​ ​ ​ ​Table​ ​format​ ​is:

Terminal​ ​ID​ ​–​ ​Document​ ​No Gross


Sale​ ​Date​ ​Sale​ ​Time
iii. Summary
iv. Detail
VI. Inventory

A. Stock​ ​Adjustment

i. Filter
ii. List
a. Desktop
b. Mobile

​ ​ ​ ​ ​ ​Note:
​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​On​ ​mobile​ ​mode​ ​table​ ​format

Transaction​ ​Date​ ​–​ ​Warehouse(if​ ​available) Total


Reference​ ​Code​ ​(If​ ​available)​ ​–​ ​Reference​ ​No​ ​(Status)
B. Stock​ ​Transfer

i. Filter
ii. List

a. Desktop
b. Mobile

Note:
​ ​On​ ​mobile​ ​mode​ ​table​ ​format​ ​is:
Transaction​ ​Date Total
From​ ​Warehouse​ ​–​ ​To​ ​Warehouse
Reference​ ​Code​ ​(If​ ​exists)​ ​–​ ​Reference​ ​No​ ​(exists)
iii. Detail
C. Stock​ ​Count

i. Filter
ii. List

a. Desktop
b. Mobile

Note:
​ ​ ​ ​ ​ ​ ​On​ ​mobile​ ​mode​ ​table​ ​format​ ​is:
Transaction​ ​Date​ ​–​ ​Warehouse(if​ ​exists) Total
Reference​ ​Code​ ​(If​ ​exists)​ ​–​ ​Reference​ ​No​ ​(Status)
iii. Detail
D. Stock​ ​Status

i. Filter
ii. List

Note:
*​ ​Table​ ​format​ ​is:
Product​ ​ID​ ​–​ ​Product​ ​Name Quantity
Warehouse:​ ​Warehouse(If​ ​exists)
Lot​ ​No:​ ​Lot​ ​No(If​ ​exists)
VII. Master​ ​Records

Note:
​ ​Only​ ​items​ ​with​ ​updates​ ​and​ ​items​ ​that​ ​were​ ​created​ ​after​ ​the​ ​W3P​ ​setup​ ​will​ ​be​ ​displayed
​ ​If​ ​record​ ​is​ ​not​ ​active,​ ​then​ ​record​ ​has​ ​been​ ​deleted​ ​in​ ​WebPOS​ ​/​ ​SAP.​ ​Adding​ ​the​ ​record​ ​again​ ​makes​ ​it​ ​active.
Third​ ​Party​ ​ID's​ ​are​ ​shown​ ​in​ ​parenthesis​ ​if​ ​different​ ​from​ ​primary​ ​id

A. Account​ ​Master

i. List

a. Desktop
b. Mobile

Note:
​ ​ ​ ​ ​ ​ ​ ​On​ ​mobile​ ​mode​ ​table​ ​format​ ​is:
Account​ ​ID​ ​(Third​ ​Party​ ​ID​ ​(If​ ​exists))
Name:​​ ​Account​ ​Name​ ​(If​ ​exists)
Active:​​ ​Active​ ​Flag​ ​(Y/N)​ ​(If​ ​exists)
Memo:​​ ​Memo​ ​(If​ ​exists)
Updated​ ​by:​​ ​Updated​ ​By​ ​(If​ ​exists)
Updated​ ​on:​ ​Updated​ ​Date​ ​(If​ ​exists)
ii. Detail

B. Product​ ​Master

i. List

a. Desktop
b. Mobile

Note:
*​ ​On​ ​mobile​ ​mode​ ​table​ ​format​ ​is:
Product​ ​ID​ ​(Third​ ​Party​ ​ID​ ​(If​ ​exists))
Name:​​ ​Product​ ​Name​ ​(If​ ​exists)
List​ ​Price:​​ ​List​ ​Price​ ​(If​ ​exists)
Active:​​ ​Active​ ​flag​ ​(Y/N)
Memo:​​ ​Memo​ ​ ​(If​ ​exists)
Updated​ ​by:​​ ​Updated​ ​By​ ​(if​ ​exists)
Updated​ ​on:​​ ​Updated​ ​On​ ​(if​ ​exists)
ii. Detail

C. Site​ ​Master

i. List

a. Desktop
b. Mobile

Note:
​ ​On​ ​mobile​ ​mode​ ​table​ ​format​ ​is:
Site​ ​ID​ ​(Third​ ​Party​ ​ID(if​ ​exists))
Name:​​ ​Site​ ​Name​ ​(If​ ​exists)
Active:​​ ​Active​ ​Flag​ ​(Y/N)​ ​(If​ ​exists)
Memo:​​ ​Memo​ ​(If​ ​exists)
Updated​ ​by:​​ ​Updated​ ​By​ ​(If​ ​exists)
Updated​ ​on:​​ ​Updated​ ​Date​ ​(If​ ​exists)

ii. Detail
VIII. Search​ ​Forms

A. Search​ ​User
This​ ​page​ ​enables​ ​the​ ​searching​ ​of​ ​all​ ​Users​ ​in​ ​the​ ​company
B. Search​ ​Product
​ ​ ​ ​This​ ​page​ ​enables​ ​the​ ​searching​ ​of​ ​all​ ​Products​ ​in​ ​the​ ​company

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