We've had several libraries contact us with confusion over the new change collection feature. Apparently the wording on "Amount paid" and "Collect from patron" is not broadly intuitive. Opening this to consider alternate wording.
This now spans two places.. the Point of Sale page and the Paycollect page.. Very open to suggestions on how to improve the wording here.
Would changing "Amount being paid" to something like "total owed" or "subtotal", and "Collect from patron" to something like "Amount tendered" be an acceptable rewording?
I have a really hard time guessing at what might work better here, because I very much thought the existing wording was clear. But once we'd upgraded our partner libraries we got a lot of questions about it. I *think* the issue is more with "collect from patron" than with "amount paid." "Amount tendered" seems like a good option. I think that's fairly standard cash register wording.
So you are happy with "Amount tendered"? I agree that is normal cash register terminology. What about "Amount due" or "Amount owed" for the other field, or shall we just leave that as it is?
Let's try: - "Total amount payable" - "Amount being paid" - "Amount tendered" - "Change to give" So that's nothing changed except "Collected from patron" changed to "Amount tendered." I talked to other folks here and in all the cases where libraries have gotten confused about this, they just asked us to hide it entirely so we don't have much for specific wording feedback. Thanks for looking at this!
Created attachment 98009 [details] [review] Bug 24495: Reword change collection feature This patch changes the text of the "Collect from patron" field to read "Amount tendered" To Test: 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collect from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collect from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collect from patron" in all payment options in the patron record, and in the Point of Sale screen.
I've now changed the text of the "Collect from patron" box to "Amount tendered" in both the POS and Paycollect pages. No other fields have been altered.
Created attachment 98010 [details] [review] Bug 24495: Reword change collection feature This patch changes the text of the "Collected from patron" field to read "Amount tendered" To Test: 0) Enable the point of sale system (EnablePointOfSale + UseCashRegister) 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collected from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collected from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collected from patron" in all payment options in the patron record, and in the Point of Sale screen. Signed-off-by: David Nind <david@davidnind.com>
Note that current master says "Collected from patron" rather than "Collect from patron". I updated the test plan to reflect that, including the system preferences to enable the point of sale feature.
Created attachment 98043 [details] [review] Bug 24495: Reword change collection feature This patch changes the text of the "Collect from patron" field to read "Amount tendered" To Test: 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collect from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collect from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collect from patron" in all payment options in the patron record, and in the Point of Sale screen. Signed-off-by: David Nind <david@davidnind.com> Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com>
Looks good! Adding my signoff. I did notice that the popup that tells you to give change still says "amount collected from patron." I'm not concerned about it, but am pointing it out in case someone else has a stronger need for consistency.
The wording in the popup is pretty clear as it is a complete sentence which is pretty self-explanatory. I can change it if people wish, but I personally don't think it's necessary.
Works for me!
Created attachment 98595 [details] [review] Bug 24495: Reword change collection feature This patch changes the text of the "Collect from patron" field to read "Amount tendered" To Test: 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collect from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collect from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collect from patron" in all payment options in the patron record, and in the Point of Sale screen. Signed-off-by: David Nind <david@davidnind.com> Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com> Signed-off-by: Bouzid Fergani <bouzid.fergani@inlibro.com> https://bugs.koha-community.org/show_bug.cgi?id=23916
Created attachment 100930 [details] [review] Bug 24495: Reword change collection feature This patch changes the text of the "Collect from patron" field to read "Amount tendered" To Test: 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collect from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collect from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collect from patron" in all payment options in the patron record, and in the Point of Sale screen. Signed-off-by: David Nind <david@davidnind.com> Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com> Signed-off-by: Bouzid Fergani <bouzid.fergani@inlibro.com> Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
Nice work everyone! Pushed to master for 20.05
does not apply to 19.11.x branch. please rebase if needed.