Setting up POS Screens

Created by Matthew Bartels, Modified on Fri, 21 Mar at 6:58 AM by Bryce Kitchen

10 Guiding Principles for Setting up POS Screens

Before setting up your POS screens, familiarise yourself with the following guiding principles for efficient screens:

1. Build the system to operate with the lowest number of keystrokes, or button presses.

2. Make high-use buttons easy to locate.

3. Make high-selling items easy to find, and place lower-selling items on category screens or in drop-down lists.

4. Test the system thoroughly to ensure each screen leads to the next one.

5. Avoid cluttering screens with loads of buttons.

6. Make the font size big enough to read and the right colour to be noticeable.

7. Create big buttons to make items easier to locate.

8. Use images only if they improve the user experience.

9. Use features that enhance the experience such as customer-facing displays.

10. Add in as many opportunities to upsell and cross-sell as possible using POS prompts to suggest side dishes and complementary products.

Access the Touchscreen Editor

Log in to PowerEPOS and open the Touchscreen Editor from the Menu section in the POS Management screen to view your existing screens or pages.

Understand Page Types

In our Touchscreen Editor we see the 3 types of touch pages we can create.
PLU Prompt Lookup Page: Menu pages we are directed to when our PLUs require further information, such as cooking instructions for steak.
Post Modifier Lookup Page: Pages that present modifier options after the PLU is selected, such as bottle or glass for wine.
Standard Ordering Page: Menu pages with PLU buttons.

Standard Ordering Page Layout

Most standard ordering pages follow this format, but it can also be customised:

Right hand side: 2 columns of category buttons for menu page shortcuts.
Center section: For PLUs and modifiers.

Create a New Standard Ordering Page

1. In the Touchscreen Editor, select Insert from the toolbar

2. Add the page name, the number of columns and rows,

select Standard Ordering Page, and hit Save.

*6 columns and 10 rows make up our standard layout

Set up Page Shortcut Button

1. To add our new page to the category buttons on the Base Template, double-click to open the Base Template page.

2. In the Touchscreen Editor, select the button.

3. Under Properties on the left in Button Text, add the page name.

4. In Next Page, we select our new page or the page that the button will open.

5. In Default Style, select the style of the button, then Save.

6. To test the button, right-click it, then select Follow, to open our new PIZZA page.

7. To add the category buttons to the right hand side of the new page, click and drag to highlight 2 columns of buttons on the right.

8. Go to Key Type and select Emulated Button.

9. Click in Emulated Page.

10. Double-click the Base Template that we added our button to, and our shortcut buttons are copied to the right hand side.

Add a Display Group

Next we add our PLU buttons. Previously, we created a Display Group in Groups, then added PLUs to it in PLUs, both accesible through the POS Management screen. For more information on this, view our guide or video, Creating PLUs.

1. On our Standard Pizzas page, we click and drag to highlight the receiving buttons.

2. In Key Type, we select Display Group Item to add the group of PLUs to the page.

3. In Display Group, we select Pizza, so all the pizza PLUs are added to the page at once.

4. In Default Style select the button colour and font. This applies the style to the PLU, not the button, so if the PLU is removed, the style is too.

Add Size or Quantity Buttons

Next we add our size buttons. We previously set up sizes in Sales Modifiers, accessible from the POS Management screen. Then we added them to PLU’s as they were created.

Next we decide the best sequence to use the modifier buttons and set it up in Key Type.

Sale Pre Modifier Key - To select the modifier before the PLU button.

Sale Post Modifier Key - To select the modifier after the PLU button.

1. Highlight the button.

2. In Button Text we add the size, plus a message to remind staff of the process.

3. In Key Type we select Sale Pre Modifier Key.

4. In Uses we select the size, then we follow this process for the rest of the buttons.

5. Once all 4 buttons have been created, we highlight them all and add a Default Style.

Create a Large Button

1. Click and drag to select the buttons to merge.

2. Then either select Make Large Button from the toolbar, right-click and select it from options, or use CTRL+M. Add Button Text, Default Style and Key Type if needed

Use the Graphics Library

Add graphics such as logos and icons to the page to make buttons easier to find.

1. Highlight the button.

2. Click Icon to enter the Graphics Library.

3. Double-click the graphic, or highlight it and then Select from the toolbar.

Add an individual PLU

1. Go to the PLUs tab.

2. To find a PLU, use the list, select the Group from the drop down field, or use the search field.

3. Drag and drop the PLU on to the button.

4. Add the Default Style to the button.