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

Fri Jul 21 07:27:23 EDT 2017

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 <jlwalz at asbury.edu 
> <mailto: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 <tel:%28859%29%20858-3511>
>     jlwalz at asbury.edu <mailto:jlwalz at asbury.edu>
>
>     *From:*Open-ils-general
>     [mailto:open-ils-general-bounces at list.georgialibraries.org
>     <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
>     <mailto: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://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
>     <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
>     <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 <http://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
klussier at masslnc.org
Twitter: http://www.twitter.com/kmlussier

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