Table of Contents

Ancillaries

A Category or Ancillary change instantly is populated throughout JOES. It will change all instances where that Category or Ancillary appears. Adding a new Category or Ancillary does not make it available at any store. A New Ancillary Category must have Ancillaries assigned to it to create any effect in JOES. A New Ancillary must be enabled on an item size at some store to have it appear.  

Configure Ancillary Categories

Click on Configure Ancillary Categories to view, edit, or add categories as directed by the Executive Director. 

Clicking on New Category adds a line “New Category” at the bottom of the list. Delete the “New Category” text and enter the Ancillary Category name requested by the Executive Director.

Set the Group Type as directed. Ancillary Group Type is an important concept to grasp. There are two Group Types, require_one and allow_multiple.

Set the Sort Order as directed. The Sort Order controls the sequence of where the Ancillaries in that Category appear everywhere within JOES. Then Save Changes.

The Category Name, Group Type, or Sort Order can merely be changed. Note the red triangle that appears in the upper left corner of the field edited. Then Save Changes. Note the red triangle is no longer present.

Configure Ancillaries

Click on Configure Ancillaries to view, edit, or add Ancillaries as directed by the Executive Director. 

Clicking on New Ancillary adds a line “New Ancillary” at the bottom of the list. Delete the “New Ancillary” text and enter the Ancillary name requested by the Executive Director. Select the Ancillary Category. Add Description as directed although this is not used. Set the Sort Order as directed. The Sort Order controls the sequence of the Ancillaries in that Category. The Hotkey is the key that can be tapped to add that Ancillary to an item in POS. Care must be taken to ensure each Hotkey has only one Ancillary assigned to it. Set Globally Available to Yes. Then Save Changes.

Any of the settings can merely be changed. Note the red triangle that appears in the upper left corner of the field edited. Then Save Changes. Note the red triangle is no longer present.