POS Dashboard Layout

POS Dashboard Layout

POS Dashboard Layout Overview

The POS Dashboard Layout is the first screen that you see when you log into the POS. It displays the Time Clock feature, Current To-Do List, and Dashboard Messages. This is the screen from where you can access the various action menus, such as "Open POS" for sales conduction, the "Action" menu for various other utilities required for POS-Control Center synchronization, and "Log Off" to log out of the system. 

1. Understanding the POS Dashboard Layout

Please refer to Figure 1.0 and the descriptions of the buttons and fields below to understand the layout of the Dashboard Layout.

                                                                                   Figure 1.0

As soon as you log into the POS, you will see the different action menus and other sections for displaying various information and actions explained below:
  1. Open POS: Use "Open POS" to get started with sales-related POS functions.

                                                                        Figure 1.1

2. Action:  Use "Action" to open the POS Action screen to utilize various POS utilities such as settings, reconciliation, cycle counts, etc.


                                                               Figure 1.2

3. Log Off: Use "Log Off" to exit from your POS. 
4. Time Clock: Use Time Clock to clock in/out your shift and to view your schedule. This part is explained under 2.1 Time Clock heading.
5. To-Do List: Use the To-Do list to check your to-do list, i.e., the work you are assigned to do. This part is explained under 2.2 To-Do List heading.
6. Messages: Use Messages to view the dashboard messages that are sent to the employees and are visible here. 
This part is explained under 2.3 Messages heading.

2.1 Time Clock

Use the Time Clock feature to clock in/out your shift. You can also view your two-week schedule from here.
See Figure 2.1.0.


                                                                                    Figure 2.1.0

1. View Details: This button lets you view the details of your shift with the date, in/out time, and shift duration.
  1. You can select the number of entries from Show Entries For The Last X Days to be displayed in the Time Clock Details screen. 
  2. You can also print these time clock details for general use or check the Acct Format to print/use them in accounting format for accounting purposes.
  3. Click on "Close" to exit the Time Clock details.

                                                                  Figure 2.1.1
2. View My Schedule: This button allows you to view your schedule for two weeks in advance. It is created from the control center under Employee Scheduler.

3. Clock In/Out: See Figure 2.1.1. This button will help you clock in/out to log your shift timings into the system.

2.2. Current To-Do List

The Current To-Do List represents the task list sent by the company that looks like a message, but it contains instructions to do a task instead of general communication.
See Figure 2.2.0.

                             Figure 2.2.0
  1. From the list of To Do's, select the to-do task and click the "View" button. 
  2. The screen highlighted in Figure 2.2.1 appears.
  3. It describes the To-Do task in detail.

                                                          Figure 2.2.1
  1. Complete the task as suggested.
  2. When done, click "Close Complete" to mark the task as completed.
  3. If you wish to print, click on the "Print" button. 

2.3. Messages

Messages (Dashboard messages) are a quick way to send messages to the store(s) for employees to see from the POS and Control Center. This effectively replaces email, as these messages are threaded and can even contain attachments.


                                                 Figure 2.3.1                                                               
  1. View: This button lets you view the message and the related thread.

                                                                     Figure 2.3.2

As displayed in Figure 2.3.2, you can see the message thread and attachments that are sent to you. You can reply by typing a message in the Send Reply textbox.
  1. Attach supporting files in the Add Attachments part. 
  2. Click on "Print Preview" to preview the message that you are going to print.

                                Figure 2.3.3
  1.  Click "Print" to print the message.
  1. Create: This button lets you create a new dashboard message.

                                               Figure 2.2.4
  1. Mention the message subject in the subject box, frame the message body in the Message text box.
  2. Specify the Visibility type as Public or Private.
  3. Add the supporting attachments in the Add Attachments section.
  4. Specify the user type as All Users or Specific User.
  5. Click on the "Send" button to send the message.       
  1. Delete: This button allows you to delete the selected message.

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