This function is used to create a Surcharge as a percent amount on the item selected. This will only affect one item at a time and not the entire sale.

 

Automatic Text – Enter descriptive text that explains the surcharge or the reason for adding it.

Automatic % – Enter a numerical value that will be allocated, if no automatic or manual text amount is entered.

Upper Limit % – Enter a numerical value that is the highest limit you want to apply for this surcharge.

 

 

This function is used to create a Surcharge as a percent amount on the subtotal at the current time.

 

Automatic Text – Enter descriptive text that explains the surcharge or the reason for adding it.

Automatic % – Enter a numerical value that will be allocated, if no automatic or manual text amount is entered.

Upper Limit % – Enter a numerical value that is the highest limit you want to apply for this surcharge.

 

This function is used to print an A4 Delivery Docket out to the default A4 Printer.

This function is used to make Adjustments to the currently selected Account or Layby.

This function is used to add a Credit to the currently selected Account or Layby.

This function is used to make a Payment to the currently selected Account or Layby.

This function is used to make a Refund of a transaction to the currently selected Account or Layby.

This function is used to create an Amount Override button. This allows staff to override prices within the sale.

 

Automatic Text - Enter a numerical value to be selected as the default value for this button to override.

 

 

Start a sale and enter an item > highlight the item and press amount > enter the new value on the keyboard > Press OK.

 

 

The items price will have changed.

This function allows you to select from a BackOffice Shortcut that has already been programmed, which can then be launched from the POS Screen. This can allow you to access the Stock Items or Button Programming without leaving the POS Screen. If you are using multiple Sites the shortcuts will be displayed twice, one for each site. Use the drop-down menu to select the shortcut to program.

 

This function enables you to backspace entered figures one at a time, as opposed to pressing “Clear” and removing the entire entry thus far. Basically, it will perform the same as a backspace button on a keyboard.

The Standard Banking Report will show sales performed since the End of Day time the POS System is configured for in the Global Options.

If Foreign Currencies are included on the Banking Report (Setup > Function Descriptors > Tender 2>18 > Exchange Rate configured and Show In Banking Enabled),

the foreign currency will be displayed on the left and the local value of the currency will be displayed on the right (using the Exchange Rate configured).

 

 

Automatic Text – This field allows for multiple options to be entered which will change the Banking Report details.

 

 

 

Automatic Text – XREPORT

The X-Report Banking Report will show sales performed since the last End of Shift was performed on the POS System.

 

 

 

Automatic Text - XREPORT LOCATION

The X-Report Location Banking Report will show the combined total of the current shift completed across all POS Systems within the location.

 

 

 

Automatic Text – ALL

The All POS Systems Banking Report will show sales performed for all POS Systems since the End of Day time that is configured in the Global Options.

 

 

 

Automatic Text – # (where # is the Clerk Code)

The Clerk Banking Report will show sales performed on the current POS System for the specific Clerk since the End of Day time that is configured in the Global Options. The Clerk Code can be located in Setup > Clerks.

 

 

This function allows you to PreAuth a dollar value to a Bar Tab before any items can be added to it. It will ensure that value is locked from the card and if the customer leaves without paying, the full amount of the sale will be able to be charged to customer’s card regardless. This function will only work with the TYRO Integrated EFTPOS facility.

This function will remove the value locked from the PreAuth in the event the customer no longer wishes to use the Bar Tab. This function will only work with the TYRO Integrated EFTPOS facility.

This function allows you to create a button which is required to edit the items that are displayed on the Blackboard. If you are not using the Home Screen you can use this button to show the Blackboard.

This function allows you to use the Talaris NMD Cash Dispenser unit with Idealpos to dispense $20 and $50 notes.

This function will create a button that will clear any text that has currently been entered into the sale window.

This function allows you to assign a clerk to a button. This can be used to quickly enable them to log in for the sale.

 

This function will allow you to redeem a coupon promotion by either entering the coupon number or scanning the barcode.

 

Automatic Text – Enter a number that corresponds to a Coupon Promotion ticket that has or will be issued.

 

This function will automatically insert a Course Separator line between courses instead of using Print Groups on Kitchen Printing. This only works when using the option Group Instructions by Seat option in Global Options.

This function will allow you to view the details of the selected credit note. You can search via Scan Code or Name.

This function will allow you to add a Customer to a sale. The button can be programmed to only display Customers from a single Customer Type.

 

Automatic Text – Enter the Customer Code to link the button directly to a particular Customer.

Customer Type – Enter the Customer Type Code to link the button directly to a particular Customer Type.

User-Defined Yes/No – To display Customers that have been assigned to a User-Defined Yes/No Field, select the User-Defined Yes/No field here.
User-Defined Yes/No Fields can be configured by going to: Setup > Global Options > Customers > User-Defined > Yes/No Fields

Customers can be assigned to a Yes/No Field by going to: File > Customers > Customers > Select a Customer > Modify > Advanced > Enable Yes/No Fields as required.

 

The customer button can be used only show a range of Customer Types such as 1-2,4-6. This can be especially useful if you want to disable specific type from being selected, and can help to make Fast Customer Searching work better.

 

When adding Customers after pressing the Customer button on the POS Screen, they will be added by default to the Customer Type that has been selected on the button. If the Customer button has a range of Customer Types entered, the customer will be added to the first Customer Type entered in that field. If the Customer Types entered are numbers 2,4, Customer Type 2 will be used. If the types are entered as 4,2, Customer Type 4 will be used.

 

This function allows you to see the coupons that you are offering your customers for the month of their birth. It will only work in conjunction with coupons. 

This function will print a Customer Statement to the default A4 Printer.

 

Automatic Text – Enter the Customer Code to link the button directly to a particular Customer.

 

This function is used primarily for the Dry Cleaning functions. It will open a calendar to view and add the date/time to the sale. You can select the calendar to auto progress any number of days/minutes.

 

Automatic Text – This field is used to specify why the date is displayed on the transaction. For example, Pick Up Date when used with the Dry Cleaning Features.

Auto Days – This field will add the date into the transaction as the number of days in the future from the actual POS Terminal current date.

Auto Minutes – This field will add the minutes into the transaction as the number of minutes in the future from the actual POS Terminal current time.

 

 

Send Date – This will force the function to display the date on the transaction.

Send Time – This will force the function to display the time on the transaction.

 

Once both of these options are ticked they will be set as default for all future transactions.

 

This function will print a delivery docket to the default receipt printer.

This function will trigger the Delivery Job screen to appear which is used with the Allotrac Interface.

To use this function, you need to add a Customer to the sale and the Customer must have an address and Company Name.

Also, any items that require delivery need to be linked to Allotrac Product IDs.

Once the details in the Delivery Job screen have been filled out and the Save button is pressed, a Delivery Job will be recorded to the sale.

Finally, once the sale is tendered/finalised, the Delivery Job will be sent to Allotrac.

For more information about Allotrac, refer to the Allotrac topic in the User Guide.

 

This function will allow you enter a Direct Department Sale into the POS Screen using a Department that has been linked from the drop down menu.

 

Automatic Text – Enter a value that will be the default value for the Department to perform a Direct Department Sale.

 

 

This function will allow you to view the daily department sales, by sales category if selected. It will display on screen as a flash report and if required, the print button on the flash report can be pressed to print the report to the default receipt printer.

 

The Automatic Text field supports two different functions which are determined based on the value entered into the Automatic Text field:

Date Entry - Entering a date into the Automatic Text field will trigger the report to display figures from the date entered up to the current date.

POS Number - Entering a POS Number into the Automatic Text field will trigger the report to display figures only from the entered POS Number.

 

To configure as a date, see below

 

Automatic Text – Enter the date using either a comma, hyphen or forward slash as a separator. The report will display Department Sales figures from the date entered up to today's date. The date should be entered in the format of DD/MM/YY and supports a comma, hyphen or forward slash as a separator.

All POS Terminals - Enabling this checkbox will show Department Sales figures from All POS Terminals, disabling this checkbox will only show Department Sales figures from the current terminal.

Group by Sales Category – Ticking this box will group any type of Department Sales Report by Sales Categories.

 

 

 

To configure as a POS Number, see below:

 

Automatic Text - Enter the POS Number that you want to view the report of when pressing this button.

All POS Terminals - This checkbox is used to control whether the report will show data from all terminals or the current terminal. However, when configuring the Automatic Text field above for a specific terminal, this checkbox will be ignored.

Group by Sales Category – Ticking this box will group any type of Department Sales Report by Sales Categories.

 

 

These are two separate functions that allow the Clerk to select which drawer they will be using.

This function will print a duplicate receipt to the default receipt printer of the last transaction on the POS Terminal. You will be able to see that is a duplicate, as it will say COPY at the top of the receipt.

This button will search for an entered barcode number.

This function is currently utilised by Tenerum EFTPOS for Capturing Tips post-transaction.

For more details about using this function with Tenerum EFTPOS, click here.

 

This function will provide a Cashout facility without performing a transaction to the specified Tender while using Integrated EFTPOS.

 

Tender Function – Select the Tender that will be used to perform the Cash Out.

 

This function provides the ability to use advanced functions on the Integrated EFTPOS facility.

This function will allow you to reprint a previous EFTPOS transaction receipt.

This function will settle the EFTPOS at the end of trade.

 

Automatic Text - Enter ENQUIRY into the Automatic Text field for the button to perform a Settlement Enquiry. Note that the EFTPOS Settlement Enquiry feature is only available with the Assembly Payments EFTPOS integration.
Leave the Automatic Text field as blank for the button to perform a standard EFTPOS Settlement

 

This function will allow the employees to Log on/Log off or to take breaks during their shift.

This function will perform an End of Shift which will allow you to reconcile your takings against what has been entered into the POS.

 

Automatic Text - Enter the POS Terminal number to create a permanent function for the remote POS only.

Open Cash Drawer – Ticking this option will force the cash drawer to open for the staff to count the money.

 

It is possible to perform the End of Shift on a remote terminal. Enter the POS Terminal number in the Automatic Text field to create a permanent function for the remote POS only, or, simply press the POS Terminal number before selecting End of Shift.

 

This function will perform the same as the Enter key on a keyboard. It can be used for confirm selections or finalise a sale.

This function will perform the same as the Escape key on a keyboard.

 

This function allows you to launch an external application with the press of a button.

 

Automatic Text – Enter the application path to the .exe file. A website address can also be entered into the Automatic Text field. When entering a website into the Automatic Text field, the site will be displayed using your default Web Browser.

 

This function will allow you to enquire about a specific Gift Voucher. You can search for a Gift Voucher by Name or Scan Code.

This function allows you to hold print jobs on Order Numbers without the need to a Restaurant module.

This function will exit the current screen and return to the Home Screen. If a sale has been started you will need to remove all items before this can be possible.

This function will allow you to configure a discount that can be used on a single Item at a time. You can create multiple types of Item Discounts depending on the settings you apply.

 

Automatic Text – Enter text that can describe this particular discount.

Item Discount – Select from one of four different Item Discount functions.

Percent/Dollar Discount – Select the discount type that will apply.

Automatic $ or % – Enter a value that will be applied to the discount.

Upper Limit $ or % – Enter the highest value that you want to be discounted.

Maximum $ - Only available on Percent Discount setting.

 

 

This function will allow you create a Jackpot to offer your customers a way to win a prize or service that you want to give them. Please visit the Jackpot Feature guide for more information as it has its own chapter.

 

POS Range – Select a POS Range that is able to sell the items linked to the Jackpot.

Customer Type – Select a Customer Type that is able to participate in the Jackpot.

Stock Item/Department/Spend – Select a Jackpot trigger.

Last # Days – Enter the amount of days you want to check for sales.

From (time) Today – Select a time the Jackpot items had to have been sold after.

Customer Sales Only – If selected will allow only Customers who are in your database to be included in the Jackpot.

One Entry per Customer – Will accept only one entry from database customers.

 

This function will display the Journal Enquiry for the day.

 

Automatic Text – Enter the text you want to search for through the Journal Enquiry. The Tilde (~) at the end of the text will prevent the keyboard from being displayed on screen.

 

If you have any Auto Text, ie "REF" the Journal Enquiry screen will be searching the Text Function but also bring up the keyboard automatically so the user can enter a specific REF tag. Alternatively, you can bypass the keyboard by adding a tilde (~) at the end of the text.

 

There are some types of transactions that can be saved as default, but will produce Invalid Transaction when it is tried to be used in Idealpos...like a Void Mode transaction or a Gift Voucher purchase.

 

You can search a specific Function, Tender, Stock Item or Department using the following formulas (where xxxx is the name of the Function, Tender, Stock Item Code or Department Codes):

• [FUNCTION=xxxx]
• [TENDER=xxxx]
• [STOCK=xxxx]
• [DEPARTMENT=xxxx] (Multiple Departments can be used i.e. 1,2,5-7.

 

Date Range – Use the drop down box to select an automatic date range to view.

 

 

 

This function will allow you to view the Journal history for the day to date. The report can be printed to the default A4 printer.

 

This function is used to make Adjustments to the currently selected Layby.

 

This function will allow the user to perform a Layby Cancellation. They will be able to select from all the Laybys the Customer has in the system.

 

This function is used to add a Credit to the currently selected Layby.

 

This function is used to make a Payment to the currently selected Layby.

 

This function can be used when using a Standalone system to lookup a machine through the POS to see the membership details of the person sitting at that machine.

This function will allow you to perform multiple processes with the press of a button.

 

Automatic Text – Enter the details of the macro.

In our example below, the ‘f5’ button represents multiplication. So we are entering 5 x Stock Item (5) Enter.

 

This function allows you to have a single button on the POS Screen called Modify (or whatever you choose), which links items to a specific grid only when required, instead of being forced to step the operator through various grids, or have multiple grids required to be on screen for many different items.

 

Whenever eggs are ordered for breakfast, they are fried by default (except for Scrambled Eggs, Eggs Benedict) unless specified. This allows the chef to know that when the order is received, he can just fry them unless otherwise instructed. It can save unnecessary printing of instructions when the default is set.

 

Go to File > Stock Control > Stock Items > Stock Item: Eggs on Toast > Advanced tab > Link to Grid: Eggs Cooked > Tick: Manual Modifier.

 

 

Now, instead of the grid for Eggs Cooked opening automatically and a selection having to be made, if the customer wants Eggs on Toast, the chef cooks them fried. If the customer wants them poached, the operator can press the “Modify” button and select a cook type.

 

 

If you try to modify an item that is not linked to the Modify function, it will prompt with a message that the item is not linked, so either cannot be modified, or has to be in a different manner.

 

This function allows you to manually tare an item. If a customer brings in their own bag to store their weighed goods in, you can tare that bag before adding items to it.  This function will only work with an integrated scale setup.

 

This function will allow the clerk to perform a No Sale which will open the cash drawer.

 

No Sale Function – There are four possible No Sale functions that can be linked to this button, which can be used for different types of No Sales.

 

This function will perform nothing. If a button is selected as None, it will look like it depresses but nothing will happen on screen at all.

This function will allow you to add an Order Number to the current sale. This is commonly used in Cafes and Takeaway shops.

 

Automatic Text – Enter a default order number to be used. Multiple buttons can be configured with different order numbers.

 

This function is used for sending messages to a Pager System.

 

Automatic Text – Enter the message that is to be sent to the pagers in the following format, or the number of the pager that you are wanting to use, setting up multiple buttons for each number.

# - Message (# = Pager Group “Security”, Message = Predetermined “Come and help please”)

 

This function is used when taking tendered monies from the POS terminal, generally Cash, to purchase something outside of your business.

 

Automatic Text – Enter a numeric value in here that is the constant amount that can be paid out automatically.

Paid Out Function – Select from different Paid Out functions.

 

This function will allow you to pay a bar tab. This button is a requirement if you are going to use bar tabs, as it is the only way to be able to process a bar tab transaction.

This function is used to save a sale for a later time. If no sales are currently in progress, it will open the Pending Sale screen where you can select which sale you want to continue with.

 

Pending Sale Type – Select from 5 different options. Blank will allow you to select any Pending Sale Type, whereas the other four will automatically select the Pending Sale Type.

 

This function will allow you use a POS Screen Grid to access a larger selection of choices. Once a grid has been created and linked to a button, you will be able to edit the buttons within that grid directly from the POS Screen.

 

POS Screen Grid – Use the drop down box to select a grid that has already been created.

Items – This is a button that will allow you access to the grid where the buttons can be edited.

 

This function will allow you use a POS Screen Menu to access a larger selection of choices. Once a menu has been created and linked to a button, you will be able to edit the buttons within that menu directly from the POS Screen.

 

POS Screen Menu – Use the drop down box to select a menu that has already been created.

Items – This is a button that will allow you access to the menu where the buttons can be edited.

 

This will enter text into the field before the text that has already been entered, as a prefix.

 

 

An example of using this function would be to have a Small Coke (103) and Large Coke (1103).

 

Create a Prefix String button > enter 1 in the Automatic Text Field > Name the button (Large Modifier) > Save. When you press the Large Modifier button, then press the Small Coke button, the prefix string will add a 1 to the Small Coke (103) and it will become a Large Coke (1103).

 

This can save you a lot of button programming if you configure your Stock Item Codes to use this functionality.

This function will allow you to find out what the price of an item is and if the price is suitable for the customer, the item can be added to the sale.

This function can be used in many different ways as outlined below:

Select the Price Enquiry button then press the Stock Item's button on the POS Screen to view the Stock Item's Price.

Select the Price Enquiry button then scan the Stock Item scan code to view the Stock Item's Price.

Select the Price Enquiry button, enter the Stock Item Code then finally press Enter to view the Stock Item's Price.

 

Press the "No"  button to dismiss the Price Enquiry and return to the sale screen, or press the "SELL ITEM" button to add the item to the sale.

When there are no available promotions on a Stock Item, the Yes/No buttons are replaced with an "OK" button.

 

 

It is also possible to sell the item from the top-right corner of the Promotions screen.

When Promotions are available for an Item, Press "Yes" to view the applicable Promotions.

Then from the top-right corner of the Promotions screen, press the "SELL ITEM" button; this will dismiss the Promotions screen and add the item to the sale.

 

 

Note that the "SELL ITEM" button is not available from the Price Enquiry prompt or Promotions screen when using the MULTI function outlined below.

 

Automatic Text – Enter MULTI which will allow you to check more than one items price at a time.

 

 

On the POS Screen, press the Price Enquiry button.

At the top-right of the POS Screen, "Enquiry Mode" will display when using the MULTI option to check more than one item's price at a time.

 

 

Each stock item scanned or selected will display the price until you press the Enquiry Mode to turn it off. If the item is available for any type of promotion, you can select to view the applicable promotions to see what can affect the price of the item when sold.

 

This function will allow you to change the Price Level mid-sale.

Note that when using this Price Level function, you can also configure the Price Level Change Duration which will control the duration of time that the entered Price Level will apply.

The Price Level Change Duration options that are available are Continuous, Until End of Sale and One Item Only.

The Price Level Change Duration can be configured by going to: Setup > Global Options > Sales > Miscellaneous.

Click here to go to the Global Options > Sales > Miscellaneous topic for further details about setting the Price Level Change Duration.

Please note that there are a multitude of factors that can determine the Price Level for an item or sale. Refer to the Price Level Hierarchy PDF file for further details.

 

Automatic Text – Enter a value from 1 through to 12 to link this button direct to a specific price level.
If the Automatic Text field is blank, you will need to manually enter the desired Price Level during a sale, then press the Price Level button to change the Price Level to the entered Price Level.

 

This function will allow you to print the Bar Tab Bill for the currently selected Bar Tab.

 

Automatic Text - Enter “FLASH” on the Bar Tab Bill Function on the POS Screen allowing you to view a Flash Report of the bill before printing it out, or not printing it altogether.

 

 

The Bar Tab Bill will now be presented on screen before printing.

 

This function will allow you to print a report for all open Bar Tabs.

This function will change an items current print group to the next available print group. This is used primarily in restaurant installations.

 

Automatic Text – Enter Print Group Code to link this button directly to a specific Print Group.

Can Shift Multiple Items - Checkbox unchecked.

 

Button/Function usage instructions (when "Can Shift Multiple Items" is unchecked) - Add the item to the sale, select the item in the sale window so that it is highlighted, then press the Print Group Shift button. The Stock Item's Description in the sale window will have a "^#" appended to it, where # will be replaced with the Print Group Shift Code.

 

Note - When enabling then disabling the checkbox "Can Shift Multiple Items", the "Automatic Text" label will change to "Print Group to Shift".
In the case of the Print Group Shift function, "Automatic Text" and "Print Group to Shift" are the same and the behaviour of the button is not affected or changed by toggling the checkbox on and off again.

 

 

Print Groups in Menu – Enter the menu Code.

Can Shift Multiple Items – Checkbox allows for the selection of more than one item.

 

Button/Function usage instructions (when "Can Shift Multiple Items" is checked/enabled) - Add the required items to the sale, then press the Print Group Shift button. All items added to the sale so far will have their Print Group set to the Print Group Code configured within the button. A "===" separator line will appear after the last item that had its Print Group shifted. Any Stock Items added to the sale after the Print Group Shift button has been used will use their default Print Group.

You can repeat this process to Print Group Shift multiple sets of items in the sale.

E.g. Add Item A, Item B, Item C to the sale > Press Print Group Shift 1 button > Items A, B and C will have "^1" appended, then the next line in the sale after Item C will have "===" as a separator.

You can then add Item D, Item E, Item F to the sale > Press Print Group Shift 2 button > Items D, E and F will have "^2" appended and the previous batch of items (Items A, B and C) will retain their Print Group Shift 1.

 

If you forget to press the Print Group Shift button (with the Shift Multiple Items option enabled), you can select an item in the sale window then press the Print Group Shift button. This will set the Print Group for all Stock Items that appear above the currently selected item in the sale window.

 

This function will allow you to find out what Promotion an item is included in before you enter the item into a sale. Select this button and press the enter the stock item and the promotions will be displayed on screen.

This function will toggle the promotions that are linked to the terminal that the button is pressed on.

 

Password – Enter a password that must be entered before the promotions will be toggled.

 

This function allows you to perform a quick stocktake from the POS screen on a small number of items. You can configure multiple buttons by using a Department Range on each button, so only select Departments are available when that particular button is selected.

 

Department Range: Enter the Departments you want this button to be responsible for.

Print Stocktake on Receipt Printer: Check to print out the variance reports on the receipt printer.

 

This function will allow for Raffle tickets that have been sold to be drawn.

This function will toggle the receipt to be selected. If the receipt is on, then all sales will print.

This function allows you to put money in the till that has been previously been removed for the purchase of outside goods. It is also used for Gift Voucher Sales and Credit Notes. There are four different functions that can be linked to this button. These four functions are available in Setup > Function Descriptors > Received Account 1 - Received Account 4.

 

Automatic Text – Enter a value that will be charged automatically to the desired function.

A percentage amount is also supported and will automatically calculate the percentage of the total sale amount and will charge the calculated amount to the desired function.

To use a percentage, enter the percent amount surrounded by square brackets into the Automatic Text field.

E.g. Enter [10%] into the Automatic Text field and replace 10 with the percentage amount you want to use.

Received on Account – Select the function that will be used for this button.

 

This function allows you to return an item for credit.

To manually display a message on the customer display that the register is closed. Once a sale is started it will be removed automatically.

 

This function will open the TeamViewer Quick Support application from the POS Screen.

When Remote Assistance button is pressed, the TeamViewer Quick Support application will be displayed and will contain Your ID and Password.

Provide the ID and Password to support staff when you require support and once the support staff establish a connection to your system, they will see POS screen, ready to provide assistance.

This function allows you to replay a previous transaction. The items will be entered into the POS Screen exactly as they were in a previous sale.

 

Enter either an Audit number, or an Audit number, a dash, and a POS number of a previous transaction, and then press the Replay Transaction button.

 

Entering 747 and then pressing Replay Transaction on POS3 will replay transaction 747 from the current POS terminal (POS3).

Entering 892-4 and then pressing Replay Transaction on any POS terminal will replay transaction 892 from POS4.

This function allows you to enter and select Reservations.

 

Session – Leave blank or select from a pre-defined Session for this particular button.

Area – Leave blank or select from a pre defined Area for this particular button.

 

When Stock Items are restricted using the PLBPOS Interface, this prevents CDC (Cashless Debit Cards) from purchasing the Restricted Items.

This Restriction Override function is used to override restricted items, allowing a Cashless Debit Card to purchase Restricted Items for the current sale. This function is only to be used when an intimidating Customer is encountered. Abusing this function is strictly prohibited and monitored.

 

This function will allow you to enquire how many rewards a customer has available to them, or how many items they will have to purchase to qualify for a reward.

This function will allow you to reweigh an item that has been placed on the scale previously. It is useful when using Pending Sales. If a customer has ordered some items, you can open the pending sale, reweigh the item with the correct weight you were able to procure without having to void the line and re-enter the item at the correct weight. This will only work with items placed on a scale connected to Idealpos. Highlight the item on the POS Screen and press the reweigh button. The item on the scale will be reweighed and a new weight/price displayed.

This function allows you to remove cash from the drawer to keep in the safe. This is usually done in high turnover environments where excess cash can become a liability and a target. The cash can be removed from the drawer, and the receipt printer will print 2 receipts, 1 to go with the cash to the safe, the other to stay in the drawer to add to the End of Shift.

 

Open Cash Drawer - Enable this checkbox to open the Cash Drawer when the Safe Drop button is pressed

 

 

This function will allow you to enter a Reference to a sale that can be used at a later stage. The reference will appear in the Journal Enquiry screen and Receipt.

 

Reference – Enter the reference that will be entered by default when this button is selected.

 

This function will allow you to set a Sale Type to the current sale and a Price Level.

 

Status – Leave blank or select from a predefined Sale Type.

Price Level – Don’t Change or select from the twelve different price levels.

 

This function allows the scale to be turned off, which may need to be required when you want to use a manual entry. If there is any weight on the scale, Reweigh will always change the weight of the selected item, whether or not Scale is On or Off.

 

 

When toggled to Off, the Scale Off indicator will display at the very top of the POS Screen.

 

 

It’s important that when the item is weighed on any scales they are NMI certified.

This function allows you to allocate a Seat Number to each guests orders to better differentiate them.

 

Automatic Text – Enter a Seat Number that will automatically be selected each time the button is pressed. You may need to create multiple buttons each with its unique number.

 

This function allows you to create a message button to allow clerks to create or send a pre-defined message to other POS Terminals on the network.

 

Message – A message can be programmed on the button that will be automatically created and sent.

Manually Type Message – Checkbox allows for the operator to create a custom message.

POS Range – Enter a range of POS Terminals that can receive the message.

 

This is the most widely used function when creating a POS Screen layout, and is the default function used when selecting a new button.

 

Stock Item – You are able to search for the Stock Item from the Stock Item List using the arrow button. You are able to link a Stock Item directly to a POS Screen Grid using the drop-down menu.

 

This function allows you to create a button on the POS Screen, which is used to edit the details of the subsequently selected stock item.

 

Press the Stock Item Edit button and then select the Stock Item by either pressing the button or entering the Stock Item Code. You can only edit a single stock item at a time as the function only works for a single selection.

This function allows you to view all the stock items sold on the receipt printer or flash report.

 

Current Shift Only – Will display only sales since the last End of Shift.

Group by Hour – Will group the report by each hour that has recorded sales. When using this option, the report will omit Stock Items sold.

All POS Terminals – Will show reports from all POS Terminals, not just the terminal the report has been run on.

 

Two usage cases of the Automatic Text field are listed below.

 

Automatic Text – You can enter a date, using a comma or hyphen as a separator. If wanting to use a selected date, you cannot select “Current Shift Only”. The below example shows the Automatic Text field populated with "2,3,11" which acts as a Date of 2/03/2011 (2nd March 2011). This will report on sales from 2nd March 2011 until now.

 

 

 

 

Automatic Text – Enter the number of a POS Terminal, or range of terminals that this button will report on. The below example shows the Automatic Text field populated with 200, which will show Stock Item Sales from POS 200. Also note that the below example has a checkbox enabled in the "Group by Hour" setting, which will result in the report omitting Stock Items sold.

 

 

 

This function will open the Stock Item List to search for an item which can then be selected and added to the current sale.

 

Automatic Text – Any value entered in this field will be used to search for Stock Items. Stock Items can be searched using both the Automatic Text field and the Search Type field (Search Type covered in further detail below). Note that the Automatic Text field should be left blank when using a Search Type of Price Changes or Attribute as these search types are configured exclusively via the Search Type field.

Department – Enter the Department Code in this field to only search for items from this Department.

Search Type - Enter the type of search that you want to perform into this field, including the square bracket before and after the Search Type.

The available Search Types are [CODE] [DESCRIPTION] [ALTERNATE/SCAN CODES] [SUPPLIER'S STOCK CODE] [DESCRIPTION 2] [DEPARTMENT] [PRICE CHANGES] [ATTRIBUTE].

You can also enter a value into the Automatic Text field in combination with the Search Type field. When doing this, the Search Type specified will be used to perform a search using the value entered into the Automatic Text field. E.g. Using a Search Type of [DESCRIPTION] and an Automatic Text value of Cake will perform a search for any Stock Items that have a description of Cake.

Using the [PRICE CHANGES] and [ATTRIBUTE] Search Types are slightly different to the other Search Types in the sense that the value you're searching for needs to be defined in the Search Type field instead of the Automatic Text field.

 

To search for Price Changes, set the Search Type to [PRICE CHANGES][PRICELEVELDESCRIPTOR][DATE].

Example usage: [PRICECHANGES][STANDARD][01 JAN 2018]

When using the above example as a Search Type, any Stock Items which have had a Price Change between the current date and the date specified for Standard Price Level descriptor will be displayed on the Stock Item Search screen.

 

To search for Attributes, set the Search Type to [ATTRIBUTETYPE=][ATTRIBUTE=] and specify the Attribute Type and Attribute after the equals symbol.

Example usage: [ATTRIBUTETYPE=Container Type][ATTRIBUTE=Can]

When using the above example as a Search Type, any Stock Items with an Attribute Type of "Container Type" which have an attribute of "Can" will be displayed on the Stock Item search screen.

 

This function allows you to perform a Stock Level enquiry on a Stock Item.

The Stock Level Enquiry will display the Stock Code, Description, Location Code/Location name along with the Stock Level, Recommended Level, Reorder Level, LaybyLevel and Carton Quantity.

 

 

To use the Stock Level Enquiry function, press the Stock Level Enquiry button, then either press the Stock Item button on the POS screen or enter the Stock Item Code then press Enter.

Idealpos will display the results of the Stock Level Enquiry:

 

This function allows you to change the Location where the stock will be deducted from. It can be used when you have the stock items stored in a different location and they need to be sent or picked from the other location, but sold at the POS where the customer is.

 

Automatic Text – Enter the Location Number that you want to deduct from.

 

This function will allow you to view or print the Stock Notes for the selected Stock Item.

This function will allow you to configure a discount that can be used on the Subtotal of the transaction. You can create multiple types of Subtotal Discounts depending on the settings you apply.

 

Automatic Text – Enter text that can describe this particular discount, or be used to discount a specific Sales Category.

Subtotal Discount – Select from one of four different Subtotal Discount functions.

Percent/Dollar Discount – Select the discount type that will apply.

Automatic $ or % – Enter a value that will be applied to the discount

Upper Limit $ or % – Enter the highest value that you want to be discounted

 

 

 

It is possible to set a Subtotal Discount to apply only to a Sales Category for items within that sale. To set this up it is done when programming the button and using the Automatic Text field. The field must contain SC1 for Sales Category 1, SC2 for Sales Category 2 and so on.

 

Automatic Text – Enter a Sales Category Code.

 

This function will open the Table Map for the use of adding items to the Table.

 

Table Map – Enter the Table Map Code that corresponds to the Table Map you want to assign. This field can be left blank. Enter the Table Map Code that corresponds to the Table Map you want to assign. If this field is set to 0, it will use the Table Map specified in Setup > POS Terminals > Miscellaneous > General > Default Table Map. This allows you to have one Table Map button on a POS screen layout that is shared by two or more terminals, each of which can use a different default Table Map.

 

This function will display a summary of the current Tables.

 

Group by Clerk – Allows the Table Summary to be grouped by Clerks

 

 

This function will allow you to print an A4 Tax Invoice for a selected transaction.

 

Number – Enter the transaction number.

 

This function allows you to shift the tax of an item to another tax rate that has already been set up.

The Tax Shift function works as a toggle when using a region that allows multiple tax rates for an item.

E.g. A region of Canada/USA allows multiple tax rates to be set for an item.

If Tax 1 is not currently set for an item and a Tax Shift of 1 is used, Tax 1 is applied.

If Tax 1 is currently set for an item and a Tax Shift of 1 is used, Tax 1 is removed.

 

Automatic Text – Enter the Tax Rate Code that you want to shift to when this button is pressed.

 

 

This function allows to create a button that links to a specific tender.

 

Automatic Text – Enter a value that is allocated to the tender automatically when pressing this button. This field can be left blank.

Tender Function – Select the Tender that you want to link to the button.

 

This function allows you to change the tender of a sale to an EFTPOS Tender if you have finalised the sale as Cash by mistake. This will save the issue of needing to enter Void Mode to clear the incorrect sale and then re-play the sale using the correct tender.

 

Some points to note:

• You can only change the tender if you have finalised it as Cash and it should be an EFTPOS Tender.
• You cannot split tender on any sale when you are correcting the tender, it can only be the full amount to the EFTPOS tender.

• Only Cash Sales performed on that terminal since the last End of Shift will be able to be corrected.

 

Finalise a sale using the Cash Tender > Press the Tender Correct Button > Choose the transaction you want to correct > Press the Tender Correct button in the bottom right corner.

This function allows you to enter a Text Entry into the current sale, which can be an instruction or reference.

 

Automatic Text – Enter the text that you want to display.

Ensure that a tilde character "~" is entered at the end of the text entered into the Automatic Text field.

The tilde character will trigger the ENTER key to be pressed after the text in the Automatic Text field is entered into the sale.

If the tilde character is not entered at the end of the Automatic Text field, the clerk will need to manually press the ENTER button after pressing the Text Entry (Hash) button.

 

 

This function can be a pre-determined text entry, or can be entered on the fly. When using this function the text will be entered into the CODE field only.

 

Automatic Text – Enter the text you want to display.

 

This function is used for the lookup and processing of tickets that are available as part of a Bookings Interface (such as the RTBS Live Interface).

Refer to the RTBS Live topic for further details.

 

This function allows you to Transfer stock items between different Locations from the POS Screen on the fly.

 

This function will display a keyboard to allow you to add text to a sale which can be sent to the printers for instructions on the fly.

 

This function will toggle permissions to be on or off. Clerks can be assigned specific levels of permissions and this function will override those settings to allow them to use the admin functions.

 

Password – Enter a password that must be entered before the permissions will allow access.

 

This function is used to add additional functionality to specific options in Idealpos.

 

Automatic Text – Enter the details for the function you require in this field as specified in the feature.

Automatic Text – FLOATINGCLERKS will allow you to toggle Floating Clerks On/Off.

 

This function will allow you to print the date/time/transaction details on official government department documents. The document will not be considered valid without this proof of purchase. The use of this function requires a specific printer, an Epson TMH6000, which is  a hybrid receipt and slip printer.

This function will allow you to void the item selected. If the quantity is greater than one, only one item will be voided each time the button is pressed.

This function will void all items out of the current sale and reset the POS Screen to the default setting.

This function will void the last item that has been entered into the POS Screen only. It is used to prevent staff from voiding items that have been entered previously into the sale, but allows for the correction of one mistake.

This function will void the entire line selected. If the quantity is greater than one, the entire quantity of items on the selected line will be voided.

This function will set the terminal into Void Mode and allow you to select items to be voided from the current sales period.

This function will allow you to write-off stock from the POS Screen on the fly.

This function is used as the multiplication button when wanting to add quantities of more than one.

 

Automatic Text – Value can be entered to automatically select that value as the quantity.

 

If you place the plus symbol (+) in the Automatic Text field, the button will add 1 to the quantity of the highlighted item.

 

 

On the POS screen enter an item, highlight it and press the X button. A keyboard will open where you enter the new quantity of the item you want to sell.