Customer Self-Checkout Setup - Module and Admin Settings
Adding a Customer Self-Checkout to your business allows you to improve efficiency in both labor and customer throughput. However, it does pose a risk from a security and theft perspective. Creating a strong self-checkout customer basket audit process will be vital for a successful rollout.
The settings detailed in this advice sheet are specifically available for the Kiosk version of the Retailer software.
Activating the Kiosk Module
To use the Customer Self-Checkout, the Kiosk module must be enabled. To check this:
- On the top menu bar of Retailer, click on Help → Register.
- The Kiosk tick-box needs to be ticked. If it isn't, email support@towersystems.com.au
Setup Staff Pin
You must have at least one Staff Initial with a PIN set to be able to use Customer Self-Checkout. The PIN will be required to access the settings on the Kiosk, exit the Kiosk program or Transfer a sale in progress to a Retailer terminal. - From the Main Screen of Retailer, click on Setup → General.
- Click the Staff tab.
- Click a Staff Member in the list.
- Click Add in the bottom left if you wish to add a new Staff Initial.
- Click 'Set Pin' in the top right corner.
- Enter a unique PIN number for the Staff Member.
- Click OK.
Setup Screen
- From the Main Screen of Retailer, click on Setup → Kiosk.
- The Kiosk Setup Screen will then open.
- Grid Font Size – Relates to the font size of items once they are scanned by the customer.
- Show Qty Change Buttons – This shows the change quantity buttons to the customer and allows them to change the qty of the items they are purchasing If enabled, buttons will be shown that allow the customer the ability to increase or decrease the number of items they have scanned. If this option is disabled, customers will need to SCAN each item they are purchasing. EG if they are buying 5 cans of coke, each can will need to be scanned to bring the total to 5.
- Admin Only Delete – This controls whether you want customers to be able to delete lines from their sale. This is useful if they have made a mistake or have just checked a price, but it does present a security risk. If you have this option enabled, then a staff member will need to enter their PIN to remove an item from the sale.
Admin Cancel Sale – This controls if you want customers to have the ability to cancel their sale should it not proceed. Again, this does present a security risk to have this option disabled
It is our recommendation that both Admin options be ticked, at least initially. Once you have worked out a self-checkout procedure with the appropriate checks, you can disable.- Allow Customer Sales - Adds a 'Customer Sales' button to link the sale to a customer by Customer Barcode or Mobile number
- Show Grid Banding - Shades alternating lines grey to improve readability in the Kiosk POS Screen
- Inactivity Warning Delay – Is the time before the kiosk will warn a customer of the transaction being voided due to inactivity on the kiosk.
- Kiosk EFTPOS Payment Type – This is the payment type the Kiosk will use to complete sales.
- The next three settings control what images or text are displayed on screen. These are important, and they can guide the customer to complete a transaction and understand the process when leaving the store.
- Idle Screen – This is the screen that displays before a transaction has begun.
- Kiosk Header – This is the section at the top of the checkout screen. Handy to add your own branding and messaging.
- Complete Sale – This is the screen that shows at the end of a sale. We suggest using this screen to both thank customers and advise them of what they should do when leaving the store.
- To
customise these, start by clicking on the customize button against the
corresponding screen you wish to customize. Then follow the steps below
depending on if you want to add images or text.
- Complete Screen Display Time – This is the amount of time that the Complete Screen shows at the end of a sale.
- Setup Kiosk Lookup Screen - Setup the product lookup screens. See Customer Self-Checkout Setup - Product Lookup Screen
- Once finished, click Save and then Close.
Text
- After clicking on Customize, click on Setup Text.
- Pick your font, size, color, and the desired message you want displayed.
- When the message is displayed on the kiosk, it will be centered.
Images
- After clicking on Customize, click on Load Image.
- In the open file window, navigate to the location where your desired image is stored.
- Click on open.
Image Prerequisites
• Images have to be in JPG/JPEG format.
• For the Idle and Completion messages, the image size should be the same as your resolution. If you are using the portrait kiosk purchased from Tower, the size for the image should be 1080 wide x 1920 high.
• Kiosk header is 90px high, and the width is the width of your screen in pixels. Using the Tower Systems kiosk example, the size for the header would be 1080 wide x 90 high.
• If you wish to make use of graphic design services like Canva can make these images quickly and easily.
Image Examples
Kiosk Header
Idle Screen | Complete Sale Screen |
| |
Additional Kiosk Settings
There are additional settings available on the Customer Self-Checkout terminal.
- From the Customer Self-Checkout terminal, click the Settings cog in the top right corner.
- Enter your Staff PIN.
- Click the Settings tab.
- The following settings are available:
- Grid Font Size
- Show Qty Change Buttons
- Admin Only Delete
- Admin Only Cancel Sale
- Sale Items Layout - Controls if products should be listed near the top or bottom of the Kiosk screen when sold.
- The options are Top to Bottom or Bottom to Top.
- Sounds - Allows an sound to occur to alert staff when an event occurs. The sounds for the following events in the Customer Self-Checkout can be customised:
- Item Added
- Unknown Barcode
- Sale Completed
- Time Extension
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