Setting Up RoamV2 - Point Of Sale

Setting Up RoamV2 - Point Of Sale

Info
Roam is a web-based extension of our Retailer POS software that requires a separate subscription. For more information, see our Signing up to Retailer Roam article.

Accessing POS

  1. Log in to Roam by clicking the Retailer Roam icon on the Tower Website or directly at: app.roam.towersystems.au
    The Username and Password for Roam are the same as the Tower Website.
  2. After logging into Roam, select your location.
  3. Then select the Terminal that you wish to use.
  4. 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

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

My Device Configuration

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

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

Terminal Configuration

  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

Point of Sale Settings

  1. From the Roam Point of Sale Settings list, Click on Point of Sale 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.
    Note: This cannot be undone
  4. Click Dark Mode to change the theme of the Roam app between Light and Dark modes
  5. Click the Toggle for Automatically Print Receipts to automatically open the Receipt Printing Screen when ending a sale
  6. 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.
  7. 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 a Roam 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 Roam 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.
    Note: only one email address can be set as the destination email
  7. Once finished click on Back in the top left corner.

Management Settings

Note: 'Management Settings' will only appear when logged in with the Owner Account (Not a Staff Account)

Account 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 Account 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. Click on Country Type if you wish to change your Roam location between Australia and New Zealand
  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 enabled you will need to click a complete sale button in order to begin a new sale. 
  7. Under Checkout for Cash Managed Payment Method, 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 Templates

Roam is able to print Receipts to a Thermal Receipt Printer or A4 Printer. Only one template can be assigned to a Roam Terminal at any given time (you cannot choose between A4 and Thermal for certain sales)
  1. From the Roam Point of Sale Settings list, Click on Receipt Templates.
    By Default, Roam will have Receipt Templates for Thermal Receipt and A4 Receipt
  2. To create a new Receipt Template, click New Receipt Template in the top right corner
    1. Enter a Name for your template
    2. For Template Style, choose between Thermal and A4.
    3. Leave the toggle for Enabled selected.
    4. Click Upload Logo to select a Logo image file from your computer to appear on receipts.
    5. Under Labels & Text, enter any Heading Text and Footer Text you wish to show on receipts
    6. For Tax Label, if your country does not use GST, change the label to 'Tax Total'
    7. Use the toggle for Display Customer Details to show or hide customer details on receipts
    8. Click Save Docket Template when finished
  3. To configure an existing Template, click the template in the list
    1. Enter a Name for your template
    2. For Template Style, choose between Thermal and A4.
    3. Use the toggle for Enabled to show or hide the template from the list of available templates.
    4. Click Upload Logo to select a Logo image file from your computer to appear on receipts.
    5. Under Labels & Text, enter any Heading Text and Footer Text you wish to show on receipts
    6. For Tax Label, if your country does not use GST, change the label to 'Tax Total'
    7. Use the toggle for Display Customer Details to show or hide customer details on receipts
    8. Click Save Docket Template when finished
  4. 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 Dockets
  2. To Manage an existing Docket Template, select it from the list
    1. From the Edit Docket Template screen, click the Delete Docket Template button in the top right corner if you wish to remove the Docket Template
  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. Use the 'Print automatically after sale complete' toggle to set if you wish the Docket to Automatically Print.
      1. With this setting disabled, you will need to click the 'Print Docket' button in the Sale End screen to print a docket
    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
      4. Click an existing filter to edit the Filter Type or  Filter Values. Use the Trash button next to Filter Values to remove. Use the Remove Filter button in the top right to delete the entire current Filter
    5. Once Complete, click Save Docket Template
  4. Once finished click on Back in the top left corner.

Staff Settings

Staff Members setup in Retailer will automatically export to Roam. Staff Members can be managed in Roam and can also have a Staff Username and Staff Password set to allow for Staff Access to Roam.
  1. From the Roam Point of Sale Settings list, click on Staff Members.
  2. Click an existing Staff Member to edit.
  3. To add a new staff member, click the New Staff Member button in the top right corner.
    1. Enter the Staff Full Name.
    2. Enter the Staff Initials.
    3. Enter a Staff Email (optional)
    4. Under Credentials, set a Staff Username and Staff Password for Staff Account Access to Roam.
    5. Once Complete, click Save Staff Member.
  4. Once finished click on Back in the top left corner.

Manage Terminals

This is where you can manage Roam Terminals. Click a Roam Terminal to change it's settings:
  1. Name - Enter a name for your Roam Terminal. Sales will Import to Retailer with this Terminal Name.
  2. Enabled - Click the Toggle next to Enabled to prevent this terminal being used in Roam.
  3. Invoice Configuration - These settings control the numbering of Sales performed on this terminal. The Roam Sale Number imports to Retailer as the Order Number. Zeros will be added to the Invoice Sequence Number to make the length of the Roam Sale Number (including prefix and suffix) at least 10 characters.
    1. Invoice Sequence - The Number for the next sale performed on this Terminal
    2. Sale Prefix - Word that appears at the start of the Roam Sale Number, eg. Roam000001
    3. Sale Suffix - Word that appears at the end of the Roam Sale Number, eg 000001Roam
  4. Selected Payment Methods - Tick which payment methods will be able to use from the Roam Point of Sale on this Terminal.
AlertSome of these settings require the data to be cleared on the Roam POS to take effect. See Manage Local Data below.

Manage Locations

This is where you can manage which Retailer Locations are visible in Roam.
Click on a Location. You can change the Name of the Location in Roam or click the Enabled Toggle to Show or Hide the location in Roam.
Do Not change the Retailer Location Key unless instructed by Tower Support.

Payment Methods

This is where you can manage payment methods available in Roam.
To Manage an existing Payment Method, select it from the list. To delete an existing Payment Method, click the Delete Payment Method button in the top right corner.

Add New Payment Method

  1. Click the New Payment Method button in the top right corner
  2. Click Select Payment Type. Select the type of payment method you wish to add. The available options are:
    1. Cash
    2. Other Payment Method or Non Integrated Payment
    3. Integrated Eftpos via Tyro
    4. Integrated Eftpos via Linkly Cloud
    5. Integrated Eftpos via Smartpay
      See Roam Integrated Eftpos
  3. Leave the Enabled toggle in the On position unless you don't wish the Payment Method to be available
  4. Leave the Assign to Terminal toggle in the On position to automatically set the new Payment Method to be available on the current Roam Terminal.
  5. Enter a Payment Method Name.
  6. Select the Retailer Pay Type which this Payment Method should use when syncing to Retailer
  7. Once Complete, click Save Payment Method.

Cash Rounding

  1. In the list of Roam Payment methods, select the Cash payment type
  2. Under Rounding, select Cash Rounding. Choose from:
    1. 0.05 Cash Denomination (AU) - Round to nearest 0.05 cents
    2. 0.10 Cash Denomination (NZ) - Round to nearest 0.10 cents
    3. No Cash Rounding - No rounding is applied to Cash Payment Type
  3. Under Rounding, select Cash Rounding Algorithm. Choose from:
    1. Round Midpoint Down
    2. Round Midpoint Up

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 the amount for 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.

Manage Local 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

Manage 3rd Party API Keys

This area allows adding API Keys for specific integrations into Roam

Manage Admin API Secrets

This area allows creating API Keys to integrate Tower Web Connect with Roam.

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