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

[Diane Disbro]

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 <jlwalz at 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 <(859)%20858-3511>
> jlwalz at asbury.edu
>
>
>
>
>
> *From:* Open-ils-general [mailto:open-ils-general-
> bounces at list.georgialibraries.org] *On Behalf Of *Josh Stompro
> *Sent:* Thursday, July 20, 2017 2:47 PM
> *To:* open-ils-general at 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 <(218)%20233-3757>
>
> LARL IT Director | Cell 218.790.2110 <(218)%20790-2110>
>
>
>
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