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Create POS Buttons / Button Configuration

28
Sep

Creating POS Buttons

Point of sale buttons can be created and modified in the KORONA.pos Cloud back office.

In order to change the layout of your point of sale log into your KORONA.pos Cloud back office.  After logging in, navigate to Settings > Button Configuration.

Here you have the ability to manage multiple profiles for different POS stations. You have the option to create a whole new configuration by using the New button or to edit an existing configuration by double-clicking a listed entry.

Give the button configuration a name and decide whether or not the layout configuration will use Quick Key Layout.  The default layout configuration will be set up with quick keys. If all of your products are scanned at the POS, you may want to disable quick keys to make the layout more simple for your cashiers. Doing so will preview the scanning mode screen.

You may also navigate to desired button layouts by clicking on the buttons just like you would at the POS. The right section has three tabs that contain a button layout of 1×12 buttons.  Above each section, you will find a drop-down menu which allows you to assign a different button layout for the section below and an orange Edit button which allows you to quickly edit the displayed button layout.

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Creating Button Layouts

In order to create new button layout, click on “Button Layouts” which will take you to the list of button layouts.

“New” will allow you to create a new button layout.

Note* all of your Button Layouts will be available for all of your Button Configurations. A change made to a button layout will affect all Button Configurations that use that Button Layout.

Empty Button Layout

Start from scratch, you will manually add every product and function to this button layout.

From Single Commodity Group

Select a commodity group, the assistant will create a button layout which includes one button for each product within that commodity group. To access this layout from the POS, go to your Main layout, add a button with the function of Button Layout > “Commodity group that you just used”.

From Commodity Group Hierarchy

If your commodity groups are nested, Alcohol > Wine > Red Wine > Malbec, for example, then you can create the necessary buttons to show that all at once. Simply check the commodity groups that you will use, and create the layout. This will create layouts that show all of your alcohol commodity groups, all of your wine commodity groups, etc. and link all the layouts together so that you can easily click through them at the POS.

From Tag

First, tag all of the products that you want to put in this layout. Select the appropriate tag and then create the layout. This will work just like the Single Commodity Group creator, except you can tag products across all of your commodity groups if necessary.

POS Layout 

Button layouts can now be switched between 3×12, 4×9 and 1×12. If a button cannot fit on the new layout size, a warning will show to inform you, allowing you to move it.

A “3×12” is generally recommended for quick key layouts which appears in the center of the screen. The “1×12” size option should be used for function layouts which appear on the right side of the POS screen.

A special size option is “4×9” which is also for the center screen with the one difference that it is used for wide-screen POS terminals.  If you use wide screen button layouts please also make sure that you have wide screen mode enabled in your POS profile. (Settings > POS Profiles > Wide Screen Mode)

Creating a New Button on POS

Select the place for your new button by clicking on one of the empty button positions.  Then you have the option to select button size and color on the left.

The next step is to add a button by click Add Function. This will open a dialog which allows you to select a specific function type. In order to continue our example setup, select the function type Button Layout. This will give you another drop-down for selecting the specific button layout.

Note* If your desired button layout does not appear in the options listed try typing the name.  The result list will refresh automatically once you type at least three characters.

Account

Account transactions are very similar to product sales with the exception that they do not have a quantity and do not affect revenue.  They can be used to track money movements like opening cash, cash drops, gift card sales or expenses.

Button Layout

The function type button layout is used to open another button layout by pressing the button at the point of sale.

Button Status

The button status will highlight product buttons based on a selected tag.  The product status function type will allow you to select a specific tag and a color.  Common scenarios are “highlight gluten-free products” or “highlight dairy products”.

Character / Character String

The character or character string function type can be used to make a button add certain characters into the POS input line.  This is commonly used for buttons containing multiple functions.

Customer Group

A customer group button will change the customer group on a receipt. This can be used to track revenue based on customer groups or to trigger promotions and price groups that have been set up for a specific customer group.

External System Call

External system calls can display web pages which can interact with the POS using the KORONA.pos Client API.  This can be used to access your web-based scheduling system, web email client or API application.  You can set up external system calls under Settings > External System Calls.

Function 

POS functions are preset points of sale functions such as product search, change quantity or customer lookup. When creating a new button with a function on it you can now type in all or part of the name of the function to filter the list, allowing you to access the desired function faster.

Payment Method

This button function will be used to collect payments for a receipt.  This button function type is usually used for the payments button layout.  Payment methods can be set up and adjusted to under Settings > Payment Methods.

Product

The product function will allow the cashier to add a product to the receipt.

 Online Function

The Korona Online functions help pull in specific data at the POS such as Customer information with last purchases, employee workday ratings, cashier information, messaging between individuals within the organizational unit and looking up Stocks for products.

Show Products with Tag

A tag button will give the cashier the option to select a product from a list of products.  The list will contain all products with the specified tag.

Info Text

Info text can be added to a line item to provide some additional information.  This can be used for additional customer requests or to track product details on the receipt.

Item Sequence

An item sequence button can be used to group items on the receipt. Common scenarios are courses in restaurant environments or work orders in service environment.

Tips for Manipulating Buttons

Moving Buttons

Buttons can be moved via drag and drop.  You can only move buttons to free button slots.

Deleting Buttons

In order to delete a button, right click on the desired button and select Delete.

Editing Buttons

Left click on the button you wish to edit.  Once the button is highlighted you can edit its display name, size, color and functions on the left side.

Applying Changes at the POS

After saving your changes in the back office, retrieve master data at the POS for the changes to take effect.  In the default configuration, you will find a button for this under the third function tab.  If you do not have a button for retrieving master data, you can also just restart the POS twice.

You may also view any layout at any time simply by adding the button function “Show Button Layout”. This will launch any button layout you wish once the number for it is entered.

Note* that if the changed button layout is being displayed while retrieving master data you must carry out a function that changes the current display so that the layout may update and display your newly created buttons. The easiest way to do that is by closing the current transaction using the total function.