Configuring Folio Types

Using Folio Types you can generate different types of folios depending on a given set of circumstances. A specific set of task conditions is then linked to a folio type which has an associated report file. The report file, in turn, controls what information is included on a folio and how the folio looks when printed.

Note:

Depending on your country mode and OPERA Controls active your configuration options may be different from those explained here.

Adding a Folio Type

1. From the Administration menu, select Financials, then Cashier Management, then Folio Types.

2. Click New and enter the following details:

   1. Property: Enter or select the property.

   2. Folio Type: Enter the name for the folio type.

   3. Service Type: Select G- Goods or S- Services  from list (enabled when the Service Type OPERA Control is active).

   4. Tax Types: Select the tax type(s) for which the folio will be generated.

   5. Credit and Deposit: Select a check box to define the purpose of folio being configured. Only one folio type can be configured for each category.

   6. Folio : Select the folio template from the available list and click [>] to move the selected folio to the selected panel.

3. Click Save.

Editing a Folio Type

1. From the Administration menu, select Financials, then Cashier Management, then Folio Types.

2. Enter search criteria and click Search.

3. Select the folio type and click Vertical Ellipse and select Edit.

4. Update the details.

5. Click Save.

Deleting a Folio Type

1. From the Administration menu, select Financials, then Cashier Management, then Folio Types.

2. Enter search criteria and click Search.

3. Select the folio type and click Vertical Ellipse and select Delete.

4. Click Delete to confirm.