Data Loading

updated as of: March 30, 2015
last author: Andy Theuninck

The latest documentation can be found on the Project Wiki. The information below may be out of date.

The install process creates a skeleton database. This guide will take you through the minimaly required data population. In the process, you'll walk through a few basic tools.

Members

IS4C and Fannie are designed around co-ops, so the idea of membership is integral. Every transaction must be associated with a member. To start, we're going to create a new membership type and at least one member.

Choose Admin => Member Management from fannie's left-hand menu, then Manage Member Types
1. Click create a new member type. Assign a different ID number if you'd like, then click Create New Type
2. Optionally, you can now edit the type your just created.
  - Description is used primarily for reporting purposes
  - The member check box denotes whether this type of member should receive member-related benefits. If you sell to non-members, it's useful to have a default account number to associate with those sales (again, every transaction must be associated with a "member").
  - Discount is a percentage discount applied to an entire transaction. Use integer numbers - i.e., 10% = 10, not 0.10.
  - Staff denotes an employee. Mostly for reporting currently.
  - SSI is historically for senior citizens. I don't think it does anything any more
Return to Admin => Member Management and this time choose Create New Members.
- Specify what type of member you'd like to create as well as how many and click Create Members
- Members are created in order. If you're starting from scratch and ask for 10 new accounts, they'll be numbered one through ten.
- For minimal testing purposes, you'll need at least one membership.
- Migrating existing memberships into fannie with account numbers intact is possible, but beyond the scope of this document.

Employees

The other people involved in a transaction are cashiers. You need at least one cashier to login and run a live transaction (a testing cashier, 9999, is built in if you're only doing test transactions).

Select Admin => Cashier Management from fannie's left hand menu, then Add a new cashier.
Specify a first and/or last name (note: this shows up on screen at the checkouts, so using full names is a bad idea from a staff privacy standpoint).
Select privileges. The only current difference is a Manager can override anyone's login (including another manager's). If someone leaves a screen locked, forgets to sign out, or otherwise puts a lane in a weird, unworkable state, manager-level accounts will still work.
If you want to change the automatically-generated password, return to Admin => Cashier Management and choose the other option, View/edit cashiers.

Tenders

Tenders are the various forms of payments your store accepts. The simplest option is to load up the defaults provided. You can remove ones you don't want later.

Go to the fannie configuration page (http://your-server/fannie/install/) and click the Sample Data link at the top.
Click the Load default tenders

To make adjustments to your tenders, select Admin => Tenders from fannie's left hand menu. Options are as follows:

Code is the key sequence used to enter a tender at the front end. It's recommended you don't edit these. Doing so may cause incompatibilities with the mainstream front end code.
Name and Change Msg are what will show up on screen as well as on receipts when a tender is used.
Min and Max are soft limits for a tender type. If an entry is outside this range, the cashier is promted to confirm the amount was not a miskey.
Type and Refund Limit don't really do anything.

Options to add and remove tenders are at the bottom of the page.

Tax Rates

This doesn't have a menu entry yet, but the tools if found at http://your-server/fannie/admin/TaxRates/. A "NoTax" rate is included automatically. Add rates as decimal numbers, not percentages - e.g., 5% sales tax is 0.05.