When this option is selected, the Home Screen will be used as the main entry into the POS Screen. Anyone wanting to access the Back Office section will be required to have a Clerk Log.

 

 

When the Allow Home Screen option is enabled, the Home Screen will automatically be displayed after opening the Idealpos POS screen.

However, you may also want to create a Home Screen button to allow the operator to return to the Home Screen if required.

 

Go to: Setup > POS Screen > POS Screen Setup > Buttons > Create New > Select Home Screen from the Function List > Save.

 

When a Clerk has been added or removed from a Fast Clerk Button, this option will update all other terminals with the change. Sometimes this will not need to be the case, as particular terminals will only want specific staff using the terminal.

Fast Clerk Buttons are a row of 10 buttons at the bottom of the Home Screen, where an image or Clerk Name can be displayed, to allow for fast clerk entry on each sale. If there is no image for a clerk saved only the name will be displayed. Clerk images must be saved in the C:\ProgramData\Idealpos Solutions\Idealpos\Pictures\Clerks  folder. When creating a Clerk Image the File Name must be the same as the Clerk Code (Image size is 61 x 61 Pixels)

 

To add clerks to buttons enter the Clerk Login Code > press the Fast Clerk Button you want to use.

 

 

To remove clerks from buttons press the CL button > Clear Clerk will display on the keypad > press the Clerk button you wish to remove.

 

There may be a large amount of clerks that use a terminal each shift. When an End of Shift function is performed, all Fast Clerk Buttons are cleared and the next shift can be assigned.

This option forces the Home Screen to show after each sale is finalised.

If this option is disabled, Idealpos will return to the sale screen after each sale.

 

When this option is disabled, it is possible configure Idealpos so that the Home Screen will automatically appear when there are no items in the sale and after a time-out period has lapsed.

To configure this, go to Setup > Global Options > General > Clerk Timeout

Enter the Clerk Timeout in seconds.

Also ensure that Compulsory Clerk is disabled in Yes/No options as having Compulsory Clerk enabled will prevent the Home Screen from appearing automatically after the Clerk Timeout period lapses.

Restart Idealpos to apply the change.

This option will cause the colour scheme of the Home Screen to be dark - suited more towards restaurants with dark lighting.

When enabling this option, the Home Screen Graphic may also need to be adjusted to use a darker image via Setup > Global Options > Other Options > Home Screen Graphic

Alternative to setting a dark Home Screen Graphic, the Home Screen Graphic setting can be cleared and no image will be used

Any changes to the Home Screen Graphic require a restart of Idealpos

 

Home Screen Dark Theme enabled (with the Home Screen Graphic set to blank)

 

 

Home Screen Dark Theme disabled (with the Home Screen Graphic set to blank)

 

Select this option to display 2 rows of Fast Clerk Buttons for a total of 20 Clerks.

 

This option will display the Blackboard to the left of screen.

 

This option allows for staff to log in/out from the Home Screen without the need to enter the POS Screen.

 

This option allows the Clerk to exit the POS Screen by pressing the Exit button, which will then go direct to the Back Office. The button is located at the top-right of the screen and appears as an X.

The behaviour of the exit/X button can vary depending on how your system has been configured.

If an Exit POS Password has not been configured, a Clerk will need to first enter their Clerk ID then press the X button in order to close the Home Screen and return to the Back-Office dashboard.

If an Exit POS Password is configured, the X button can simply be pressed and the POS will prompt to enter the password. After the correct password has been entered, the Home Screen will close and the Back-Office Dashboard will be displayed.

The Exit POS Password can be configured in Setup > Global Options > General > Exit POS Password

 

This option will display the last transaction performed for a pre-determined amount of time. There is a receipt button displayed if the receipt is required to be printed.

The timeout setting is determined via Setup > Global Options > Other Options > Last Transaction Timeout.

 

This option will print a receipt for the last transaction entered. The button is located at the top-right of the screen.