Adding a button to the POS screen

Adding a button to the POS screen

For a video demonstration and a general overview of adjusting your POS layout, click HERE

Creating a Button for the Point of Sale Screen

Click the gear symbol in the top-right of the Point of Sale screen, followed by the Edit button to enter layout design mode.
Changes you make in layout design mode are NOT saved automatically. When you have finished making changes, click the gear icon again and click Save to overwrite your existing layout, or Save As to create a new layout. Click Cancel to discard your changes.
First, you will need to add blank buttons that you can then edit. If you already have blank buttons available, skip the next section.

Adding Blank Buttons

If you have unused space in your POS layout:
  1. Click the gear icon in the top right
  2. Click add button to create a blank button OR add all buttons to fill the available space
If you do not have any room for new buttons, you will have to create more space. You can add more columns or rows of buttons by clicking the gear icon, then changing the numbers in Layout Settings. You can then add buttons as described above.
If you do not wish to add more columns/rows, you can use Submenu buttons. Clicking a submenu takes you to a new page of buttons. See below for more details.

Editing Buttons

  1. Click the button you wish to edit.
  2. From the drop down box under Button Type, select the type of button you wish to create. The button types are explained below. For this example, we will be creating a barcode button.
  3. Depending on the button type selected, the field below will change. Select the function of the button here. 
  4. In Button Text, enter the text you wish to appear on the button.
  5. Click the colour fields next to Button Colour or Text Colour to select the colours of your button.
  6. (Optional) Instead of changing the text/colour of the button, you can instead add an image by clicking the Add Image button and selecting the file on your computer.
You can now move on to editing more buttons. Once you have finished, click the gear icon again, then click Save to save your changes.
Changes made on one POS will automatically appear on any other POS that uses the same layout. Just close and re-open Retailer to pick up the changes.

Button Types

  1. Barcode – A single stock item’s barcode or PLU. Hitting the button will add the product to the current sale.
  2. Shortcut – A Retailer hotkey command to functions like the Previous Sales screen or to Invoice Customers. Click the ... symbol to choose from the available shortcuts.
  3. Submenu – Creates another level of buttons that’s available for use. For example, a newspaper submenu which will then show all the newspapers as buttons.
  4. Action – Action buttons include: No Action, Quantity, Sub Total, Go Home, Go Back, Open Cash Drawer, and Age Check.
  5. Blank – Will make the button a blank white space.
  6. Quick Pay – Specify any amount of cash as a button e.g. $2, $5, $10, etc. for quick cash checkouts.
  7. Back – Used in submenus to return to the previous layer of buttons. This back button will always position itself to the top left of your buttons.
  8. Quick Tender – Allows you to make a button for the different pay types you might have such as EFTPOS, Credit Card, Gift Voucher, etc.

Example: Adding a stock item button

  1. Click the gear symbol in the top-right of the Point of Sale screen, followed by the Edit button
  2. If you do not have any blank buttons available, click Add Button to create a blank button
  3. Click your blank button. Select the button type Barcode.

  4. Click into the Barcode field. Press [Enter] on your keyboard.
  5. Select the stock item you wish to link. If the item does not exist yet, click Add and follow the wizard to add it in.
     Click HERE to learn how to add new stock items.
  6. (Optional) Change the button text or colours of the button by clicking the fields.
  7. Your button is now finished. Click the gear in the top-right again and click Save to save your changes.
To move an existing button around, you need to click on that button first, then click again and hold to drag it around. Holding the CTRL key before you let go will swap the positions on both buttons.

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