Properties of Trading Groups

Trade Groups directory:
The Properties page contains the following groups:
Main 
Code – a unique code of the directory element in the system. It is assigned automatically, but can be changed manually;
Name – the name of the directory element;
Alt. Name – the name of the element in an alternative language;
Status – the status of the directory element;
Trade Objects – this group of properties lists the trade objects to which access is regulated in the trade group. If you set the flag, all objects of the corresponding type will be available at the cash register when using this trade group.
Restrictions
Object Privilege — an access right that an employee needs to be able to edit an object at the manager station.

When you create a trade group, the flags on the Properties page are not set, but the Contents page by default contains all the objects that the parent trade group contains.
The Included and Excluded pages of the created trading group are empty, since at the time of creation its content completely repeats the content of the parent trade group.
On the Included and Excluded pages, you can define the objects that are exceptions to the trade group being edited.
The hierarchy tree displays the message "All enabled" next to those trade groups that have the object type specified in the object type selection line fully enabled.

Trade Groups Excluded and Included Pages

The Excluded and Included pages contain objects that distinguish the trade group being described from the parent trade group.
Each page contains a line for selecting the object type and a field of objects. The field of objects lists objects of the type specified in the line.

To add an object to the page, you must first select the type of object to be added from the list, then call the pop-up menu in the objects field, the item Include/Exclude trading object (or use the toolbar button ("Include trading object", or the Ins key) / ("Exclude trading object", or the Ins key)). Next, from the directory of objects of the selected type, select the object that needs to be included (excluded) from the described trade group. You can also add an object to the Included (Excluded) page by dragging it from the object directory or from a second open (copy) window of the Trade Groups directory.
To remove an object from the Included/Excluded pages, select it and use the Remove pop-up menu item.

It is possible to include any group of objects in a trade group and exclude one or more elements of this group, and vice versa. For example, a trade group might include the Credit Cards currency type but exclude the Visa currency. In this case, the inclusion of the currency type Credit cards can be one of two types:

  1. The Credit Cards currency type is included in the parent trade group. Then he is included in the trade group “by default”. In this case, the Credit Cards currency type is not listed on the Included page.
  2. The currency type Credit Cards is not in the parent trade group, but is in the trade group being described. In this case, the Credit Cards currency type is presented on the Included page of the described trading group.

For any type of inclusion of the Credit Cards currency type in the described trade group, if the "Visa" currency is excluded from the trade group, it must be presented on the Excluded page of the described trade group (Currency object type).

Displaying items of the current trade group

The selection of the current trade group can be done in the field located on the toolbar.

In directories, access to elements of which is regulated by trade groups, when selecting the current trade group, instead of an image of the element, an icon of its inclusion in the trade group will be presented. 

When you click the "Included Only" button, any items that are not in the current trade group will not be displayed.
If the current trading group includes all elements of this type, the "Included Only" button will look like this (the picture is not colored). In this case, the images of the elements in the directory will take on their usual appearance.

Designation of affiliation with trade groups

For each object that is assigned to a trading group in the Trade Groups property group, the following designations of this property are possible:
- joint inclusion. The trade group includes all elements and groups of elements of this type (set automatically). The object's belonging to trade groups cannot be edited.
To change the membership value of this type, you need to uncheck the box next to the type name of this object in the Trade Groups directory, Properties page.

  • Example. It is necessary to change the affiliation indicated by the icon for the currency "Visa credit card" to the trade group "Morning Menu". In the Trade Groups directory, for the "Morning Menu" trade group, on the Properties page, uncheck the All Currencies flag. Now, on the Included or Excluded pages of the Trade Groups directory, determine whether the Visa credit card is included in the trade group. Another way: after removing the All Currencies flag in the Currencies directory, determine the belonging of the "Visa credit card" currency.

The following options are possible:
- use trade group inheritance to assign an object to a given trade group;
- exclude item from trade group;
- include an item in a trade group.

In the event of a conflict in determining the ownership of an object, the following priorities apply:
1. Direct affiliation or co-inclusion;
2. Direct inclusion of the parent into the trade group (hierarchical inheritance);
3. Direct exclusion of a parent from a trade group;
4.Belonging to a parent trade group.
Be careful when defining the belonging of objects to trade groups, since changing the belonging in the object properties window is equivalent to changing the belonging of the Included, Excluded, Contents pages of the Trade Groups directory.

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