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
-
From the Administration menu, select Financials, then Cashier Management, then Folio Types.
-
Click New and enter the following details:
-
Property: Enter or select the property.
-
Folio Type: Enter the name for the folio type.
-
Service Type: Select G- Goods or S- Services from list (enabled when the Service Type OPERA Control is active).
-
Tax Types: Select the tax type(s) for which the folio will be generated.
-
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.
-
Folio : Select the folio template from the available list and click [>] to move the selected folio to the selected panel.
-
-
Click Save.
Editing a Folio Type
-
From the Administration menu, select Financials, then Cashier Management, then Folio Types.
-
Enter search criteria and click Search.
-
Select the folio type and click the vertical ellipsis Actions menu and select Edit.
-
Update the details.
-
Click Save.
Deleting a Folio Type
-
From the Administration menu, select Financials, then Cashier Management, then Folio Types.
-
Enter search criteria and click Search.
-
Select the folio type and click the vertical ellipsis Actions menu and select Delete.
-
Click Delete to confirm.
Parent topic: Configuring Cashiering Components