Setting Up RoamV2 - Point Of Sale

Setting Up RoamV2 - Point Of Sale

Accessing POS

  1. Log into Roam and access the dashboard.
  2. Click on Point of Sale
  3. Pick your location
  4. Then choose the Terminal that you wish to use.  
  5. You have now accessed the Roam Point Of Sale Screen.


Open Point of Sale Sidebar

  1. From your Roam POS screen click on the hamburger menu button ☰ in the top left corner. 
  2. In the menu sidebar, there are various options to choose from:
    1. Switch User - Change between Roam User Accounts ie. Staff and Owner Accounts.
    2. Logout - Logout of Roam
    3. Point of Sale - Return to the Point of Sale Screen
    4. Sales History - View Previous Roam Sales
    5. Stock Counts - Perform Stocktake
    6. End of Shift - Perform End of Shift
    7. Invoice Arrivals - Arrive Stock from Suppliers
    8. Stock Orders - Create Supplier Orders for Stock
    9. Product Management - Add or Edit Stock Items
    10. Settings - Access Roam Point of Sale Settings. See below
    11. Dashboard - Open Roam Admin Dashboard
    12. Image Management - Open Roam Image Capture for taking photos of Stock items to sync back to Retailer

Roam Point of Sale Settings

From the Roam Point of Sale sidebar, click on Settings
Each section is explained below
Once finished changing settings, click the hamburger menu button ☰ in the top left corner, then click Point of Sale to return to the Roam POS Screen

General Settings

This screen allows you to define various settings related to your business.  You can set your ABN, web address and Phone Number for use on receipts.  Other details will be pre-filled from your Tower Account. 
  1. From the Roam Point of Sale Settings list, Click on General Settings
  2. Click on Set ABN to set the correct ABN for your store. 
  3. If you have a website click on Set website.
  4. Click on Set Phone Number to set the correct contact phone number for your store
  5. Under Theme, click the Toggle for Dark Mode. This inverses your colours to provide a dark aesthetic.  
  6. Under Checkout, click the Toggle for Automatically go to Next Sale. This setting is recommended to streamline your End Sale process. If this is not ticked you will need to click a complete sale button in order to begin a new sale. 
  7. Under Checkout, click Change Method to select the payment method to use for Cash payments
  8. Once finished click on Back in the top left corner.

Receipt Settings

As roam is a web application you can print to any printers that can be installed on the device you are using.  So the first step to begin printing is to install the printer on to the device you are using.
Once you have installed the printer it will be available from the Receipt Printing Screen. 

Automatically Print Receipts

Roam can be set to automatically open the Receipt Printing Screen when ending a sale.
  1. From the Roam Point of Sale Settings list, Click on Receipt Settings
  2. Click the Toggle for Automatically Print Receipts to automatically open the Receipt Printing Screen when ending a sale
  3. Once finished click on Back in the top left corner.

Docket Settings

Roam can be set to print a Docket when certain items are sold. This can be set by Tag, Department or Category.
The intention of this system is to be able to print short order stubs at a second location. For example, it could be used to send order dockets through to a yard or warehouse so that parts can be picked, or to send food orders through to the kitchen.
  1. From the Roam Point of Sale Settings list, Click on Docket Settings
  2. To Manage an existing Docket Template, select it from the list
  3. To Create a New Docket Template, click the New Docket Template button in the top right corner
    1. Set the Docket Template Name.
    2. Set if you wish the Docket to Automatically Print.
    3. Select which Terminals you wish to print the Docket from
    4. Under Sale Item Filters, you can set Product Criteria to generate the Docket
      1. Click Add Filter
      2. Select the Filter Type (Tag, Department or Category)
      3. Under Filter Values, click Add New and select the matching Tag, Department Name or Category Name you wish to use
    5. Once Complete, click Save Docket Template

Layby Settings

If you wish to perform Layby Sales in Roam, you will need to enable this
  1. From the Roam Point of Sale Settings list, Click on Layby Settings
  2. Click the Toggle for Layby Enabled to allow Layby Sales to be performed in Roam
  3. Click the Percentage for Layby Deposit to set the minimum Layby Deposit percentage
  4. Click Minimum Layby Sale Amount to set the minimum value of a sale for a Layby to be created
  5. Once finished click on Back in the top left corner.

POS Layout Settings

  1. From the Roam Point of Sale Settings list, Click on POS Layout Settings
  2. Click the Toggle for Allow POS Layout Edit Enabled to disable the ability to edit the POS Layout. This will remove the Edit Layout button from the Point of Sale Actions List. This is useful to prevent accidental changes to the POS Layout once the Roam POS Layout has been customised to your liking.
  3. Click Reset POS Layout to change the POS Layout back to default and remove all custom buttons added to the POS Screen.
  4. Click Cart Position to choose between Left and Right. This changes which side of the POS Screen the list of Stock Items purchased is shown.
  5. Once finished click on Back in the top left corner.
Idea
See Roam Point of Sale for steps to customise your Roam POS Layout

Shift Settings

  1. From the Roam Point of Sale Settings list, Click on Shift Settings
  2. If you wish a new shift to begin automatically once you have completed an End of Shift, click the Toggle next to Automatically Open Shift.
  3. Click the Toggle for Show Expected Count, to Show/Hide the Expected Cash Count during End of Shift.
  4. In Default Float, click the dollar amount to enter the default float you would like to begin each shift with. 
  5. It is recommended that you also enable Automatically Email End Of Shift Summary.  This will ensure that your EOS is emailed at the completion of the shift.
  6. Click on End Of Shift Destination email and type in the email address you want the report emailed to. 
  7. Once finished click on Back in the top left corner.


Manage Data

This area shows information on what data has recently synced to Roam and what Sales have yet to upload from this Terminal.
Under Manage Local Data, Click Clear Data to clear the local Roam memory and then download new data

Payment Methods

To Manage an existing Payment Method, select it from the list

Add New Payment Method

  1. Click the New Payment Method button in the top right corner
  2. Click Payment Type. Select the payment type you wish to add.
  3. Leave the Enabled toggle in the On position unless you don't wish the Payment Method to be available
  4. Enter a Payment Method Name
  5. Select the Retailer Pay Type which this Payment Method should use when syncing to Retailer

Change Location

Click the Location to choose between your different Retailer Locations (Multi-Store only)

Setup Terminal

Click Terminal. In Terminal there are options to configure the current Roam Terminal or click Switch Terminal to change to a different Roam Terminal

Terminal Settings

  1. Click Terminal Name to change the name of the current Roam Terminal
  2. Click Default Receipt Template to choose a receipt template to use for this Roam Terminal
  3. Click Available Payment Methods to Enable/Disable which Payment Types can be used on this Roam Terminal

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