Setting up POS screen

Setting up POS screen

InfoWe have a video guide on how to set up your Point of Sale screen - Setting up the POS Touch Screen

Layout Design Mode

To add or change a button on the point of sale screen, click the gear button ⚙️ at the top right and then select Edit. You will now be in Layout Design Mode, which allows you to adjust the layout settings shown below and customise your touch screen buttons.
  1. Layout - Allows you to store and change between different POS layouts.
  2. Columns - Adjust how many columns you want your POS layout to use.
  3. Rows - Adjust how many rows you want your POS layout to use.
  4. Touch Button Spacing - Adjust the amount of blank space between buttons.
  5. Touch Button Font Size - Will adjust the font size of all the text on the touch screen buttons.
  6. Sales Grid Font Size - Will adjust the font size of the grid text and the items that are scanned into it. Best seen while editing from the POS screen.
  7. Totals Footer Font Size - Will adjust the font size of the text at the bottom of the Sales Grid
  8. Sales Banner Font Size - Will adjust the font size of the text at the top of the POS Screen
  9. Touch Panel Alignment - Change where the touch screen buttons will be positioned. Bottom, left, right & top.
  10. Hide GST Column - Hides the GST Column and GST total on the screen. This is useful to maximise space on small monitors with low screen resolutions.
  11. Show Company Name - Shows the company name in the top sales banner to the left of the customer name.
  12. Use Compact Sale Banner - Compresses the sales banner down to half the size.  This is useful to maximise space on small monitors with low screen resolutions.
  13. Add Button – Will add an additional touch screen button if there is available space.
  14. Add All Buttons - Will fill all the empty touch screen buttons.
NotesAdding new buttons will appear as grey empty barcode-type buttons. To get blank white spaces, change it to a Blank button type. Be aware that if you’re trying to add buttons and they don’t seem to be appearing, it’s most likely that you have white Blank button types already filling up the empty spaces.



Clicking on any available POS button will let you edit it with options such as the button text, button colour, text colour, button type, deleting the button or adding an image to it.
AlertTo move an existing button, click on it once, then click again and hold until it is outlined in red, then drag it. Holding the CTRL key before releasing will swap the positions of both buttons.

Button Types

  1. Barcode - A single stock item's barcode or PLU.
  2. Shortcut - A Retailer hotkey command to functions like the Previous Sales screen or to Invoice Customers.
    Full list of Shortcut options
    Quick End Sale - End
    End Sale - F2
    Cancel Sale - Ctrl+F2
    Sale History - F3
    No Sale - F4
    Delete Item - F5
    Repeat Item - F6
    Invoice / Layby Credit - F7 
    Credit Selected Invoices - Alt+F7
    Discount - F8
    Remove Discount - Ctrl+F8
    Unit Discount - Alt+F8
    Invoice Customer - F9
    Customer Payment - F11
    Reprint - F12
    Arrive Stock - Alt+A
    Secondhand Goods - Ctrl+B
    Layby Collection - Ctrl+C
    Valuation Certificate - Alt+C
    Daily Stats - Ctrl+D
    Electronic Voucher Selection - Ctrl+E
    Customer Events - Alt+E
    Gift Voucher - Ctrl+G
    Gift Voucher Enquiry - Alt+G
    Additional Information for Age Check - Ctrl+H
    Insurance Sales - Ctrl+I
    Special Customer Order - Ctrl+J
    Stock Screen - Alt+K
    Layby Sale - Ctrl+L
    Customer Transactions - Ctrl+M
    Add Note to Sale - Ctrl+N
    Humm - Ctrl+O
    Special Customer Order Management - Alt+O
    Putaway Tracking - Ctrl+P
    Quick Check - Customer Rewards - Ctrl+Q
    Quote and Invoice Management - Ctrl+R
    Repairs Screen - Alt+R
    Suspend Sale - Ctrl+S
    Terminal Connect - Ctrl+T
    Stock Locate - Alt+T - Quickly look up a product's information from any area of Retailer.
    Duty Free Sale - Ctrl+U
    Price Enquiry - Alt+V - Quickly look up a product's price information and choose whether to add it to the current sale.
    Reprint Customer Rewards Voucher - Ctrl+W
    Customer Screen - Alt+X
    Catalogue Info - Ctrl+Y
    Redeem Loyalty Points - Ctrl+Z
  3. Submenu - Creates another level of buttons that’s available for use e.g. a newspaper submenu which will then show all the newspapers as buttons.
    1. Buttons in the submenu are tied specifically (exclusive) to the submenu and cannot be moved into the main menu or other submenus.
    2. This level of buttons will start out blank with no buttons, and you may need to click Add All Buttons in the Settings button at the top, before you can change the buttons.
  4. Action - Action buttons include: No Action, Quantity, Sub Total, Go Home, Go Back, Panic Button (Open Cash Drawer), Age Check, Open Web Page, Epay, and Order Number.
  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.
  7. Back - When added, this back button always positions itself in the top-left corner of your buttons.
  8. Quick Tender - Allows you to create a button for each pay type you have, such as EFTPOS, Credit Card, Gift Voucher, etc.


When you're in a submenu, you can go back to the main point of sale screen by clicking the home or back button at the top right of the window if you haven't included a back button into the grid.
While in the Layout Design Mode, you can hover your mouse over the area between the touch screen buttons and the sale grid to adjust the space between the two.
To exit the Layout Design Mode, simply click on the gear button ⚙️ again and decide if you want to save the changes you've made, save it as a new layout or cancel it altogether.

Copy a POS Screen Layout

You can create a Copy of a POS Screen Layout. This can be useful to trial changes, for a temporary POS Screen eg. Seasonal event.
  1. From the Point of Sale Screen, click the the gear button ⚙️ in the top right corner.
  2. Click the Edit Button.
  3. Click the Save As Button.
  4. You will be prompted to enter a name for the new Layout. Enter a Name and click Ok.
The Terminal will now be set to use the new Layout. The New Layout can be edited as desired. The New POS Layout can be set to be used on other Terminals.

Change POS Screen Layout

Each Terminal can be set to use a different POS Layout. You can also set your Terminal to use the same POS Layout as your other Terminals.
  1. On the top menu bar of Retailer, click on Setup → Point of Sale.
  2. Click on the Terminals tab.
  3. In the List of Terminals, check the 'Screen Layout' column. This is the POS Screen Layout each terminal is set to use.
    The Current Terminal is highlighted in yellow.
  4. Click the drop-down menu in the Screen Layout column to select a POS Layout to use.
  5. Close and reopen Retailer to load the new POS Layout.
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POS Layouts are set per terminal. If using Multi-Store, the POS Layout will not change when a Terminal in changed to a different Store Location

Additional POS Touch Screen Settings

There are a few additional settings related to the POS touch screen setup.
  1. On the top menu bar of Retailer, click on Setup → Touch Screen.
  2. Under the list of terminals, there are two tickboxes:
    1. Automatically return to the first level once a Stock Item or Department button has been pressed in Point Of Sale.
      When enabled, you will be returned to the main POS layout after clicking on a button linked to a stock item or department.
    2. Stretch or shrink images to fill the button size and shape.

Delete a POS Layout

  1. On the top menu bar of Retailer, click on Setup → Touch Screen.
  2. In the list of Terminals, you can set the POS Layout in the Screen Layout column.
  3. Change the layout of a terminal to the layout you wish to delete.
  4. With that terminal selected, click the Delete Layout button.
    Note: the System Layouts (Normal Screen Bottom/Right and Touch Screen Bottom/Right) cannot be deleted
InfoAt the bottom of the Point of Sale screen, you'll find details about the current number of suspended sales, the total number of items in the current sale, and the value of the most recent sale.

Examples

Add Quick Tender Eftpos button

  1. From the POS Screen, click the Settings cog ⚙️ in the top right.
  2. Click Edit.
  3. Click the button you wish to make a Eftpos Tender button.
  4. Change the Button Type to Quick Tender.
  5. Under Quick Tender Type, select your Eftpos payment type.
  6. Change the Button Text, Button Colour and Text Colour as desired.
  7. Click the Settings cog ⚙️ in the top right then click Save.

FAQ

Why is my Sub Total (or another footer amount) not showing, or cut off?
This happens when the amount is too wide for the current Totals Footer size, so it wraps instead of resizing and the number gets pushed out of view. The sale amount itself is not affected — it will still show correctly in the Payment Details window when finalising, or on your EFTPOS terminal if integrated.

To fix the display, you have a few options:
  • Reduce the Totals Footer Font Size in Layout Design Mode.
  • Outside of Layout Design Mode, click and hold the divider between two column headers at the top of the sale grid (not the footer bar itself — the cursor won't show a resize icon down there) and drag it wider, so the amount fits on one line. Widening the top column also widens the matching footer box below it.
  • Alternatively, drag that same top divider narrower instead, so the label and amount wrap cleanly across two lines rather than being cut off. Whether to widen or narrow is a matter of preference.