[OPEN-ILS-GENERAL] Billing / Pay Bills UI

[Jennifer Bruch]

Perhaps the interface as a whole in the circulation module needs to move
into a touch friendly direction, largely because that direction often means
less tiny text and more big icons. So much kinder to the eyes and minds of
the user!

*Jennifer Bruch*
Bethlehem Area Public Library
11 W. Church Street
Bethlehem, PA 18018
610-867-3761 x232

On Thu, Jul 20, 2017 at 2:46 PM, Josh Stompro <stomproj at exchange.larl.org>
wrote:

> 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
>
> LARL IT Director | Cell 218.790.2110
>
>
>
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