Initial setup

Installation

Hardware provided by us will come preinstalled and configured.

When first opening the application you will be asked to log in using your Vision Live credentials (these are the credentials which Commerce users use to first log in to the Vision Suite Launcher). These may be generic credentials used among all users in your company, or a specific user’s credentials. Enter them and click ‘Retrieve Settings’ to connect to your system.

Once connected you’ll be presented with the login screen with your unique ‘Device ID’ displayed.

User / device access & configuration

In order to login you must first permit your device access to your Commerce system and create a Horizon user in: https://visionsoftware.atlassian.net/wiki/spaces/VC/pages/569311303/Frequently+Used#Access-Management.

User setup

Field

Notes

Field

Notes

User ID

A unique number to identify the user. Every user should have their own User ID setup.

PIN

A numeric PIN to authenticate the user.

Language

Horizon supports multiple language, if your language is not listed please contact our support team to get it included.

Active

If the user account is active or not. Users cannot be deleted so untick to deactivate an account.

Manager

Managers are allowed to access the Horizon settings screen where sales info can also be retrieved.

Alt Stock

Select one of the ‘Alternate Stock Warehouse’ options from the grid at the bottom of the screen to allow the user (when making sales) to check stock levels in warehouses other than their shop. Can be left empty.

Device setup

Field

Notes

Field

Notes

Friendly Name

An easier way to identify the device than the Device ID, i.e. London shop, cashier 1

Device ID

The Device ID is shown on the Horizon login screen. All devices must be registered in Commerce before they can be logged into in Horizon.

Expiry Date

The Horizon device will be permitted to login up to this date.

Alternate Stock Warehouses

Provides the ability to check available stock in warehouses other than the shop and purchase those items which then generates the Commerce order(s) to:

  1. Arrange the stock to come to the shop

  2. Deliver the stock direct to the customer from the warehouse

  3. Deliver the shop stock along with the warehouse stock

Payment would be taken at the point of sale prior to the orders being sent, Commerce orders would then be generated to obtain the rest of the order.

For example if you wish to use the first option (arrange the stock to come to the shop), and you have 3x shops in Paris, enter ‘Paris shops’ as the description and setup the Paris shops in Warehouse1, 2 & 3, finally in the user grid above, set ‘Alt Stock’ to ‘Paris shops’ for the users to which it would apply.

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