POS Panels Overview

1. Create a POS panel
   
2. Edit the POS panel
   
3. Copy the POS panel
   
4. Delete the POS panel

1. Reaching "POS Panels" 

1. Step 1: Log into Control Center
   
2. Step 2: Choose Point of Sale
   
3. Step 3: Choose Maintenance
   
4. Step 4: Choose Settings & Panels
5. Step 5: Choose POS Panels

Figure A below will help you understand the navigation better.

Figure A

2. Understanding "POS Panels" Layout

Figure B

Column Titles: Each column title indicates the type of information in the column. You can filter the list using any title to search for a specific panel.

1: Add New: This button lets you add a new panel.

2.1: Edit POS Panel: This button lets you edit the panel.

2.2: Delete POS Panel: This button lets you delete the panel.

2.3: Copy POS Panel: This button lets you copy the panel.

3. Adding a POS Panel 

1. Click the "+ Add New" button highlighted in Figure B. 
   
2. The Create POS Panel screen will appear, as Figure C shows. Please read the description and follow the process as explained.

      Figure C

Fields, Tabs, and Buttons:

1: Name: Enter the panel name in this field. 

2: Button Panel: This panel shows buttons. You can click the "+" button or drag the other buttons and drop them to the desired place in the desired panel.

1. The point 3.1 How Does the Overall Process Work? explains each step of adding a button in detail.
   

3: Add Panel: This icon enables you to add a new panel. The system adds a new panel when you click this icon, as Figure D shows. Double-click on the panel to rename it. 

        

           Figure D

3.1: Main Panel: The Main Panel opens first when a cashier opens the POS. It includes all significant functions and navigation to the other panels. 

3.2: Sub-Total Panel: The Sub-Total Panel opens when the cashier clicks the "SUB TOTAL" button on the main panel. It includes payment related buttons such as Cash, Check, Credit Card, Debit Card, Gift Card, programmable buttons that indicate other amounts for payment, etc.  

3.3: Cashier Functions: The Cashier Functions Panel opens when the cashier clicks the "Cashier Functions" button on the main panel. It includes buttons such as Time Clock, Starting Till, Safe Drop, Pay In, Pay Out, Sell Formula, Ordering Kits, Register Z, etc. 

3.4: Lottery: The Lottery Panel opens when the cashier clicks the "Lottery" button on the main panel. It includes lottery operation-related buttons such as $1 Lottery Pick, $2 Lottery Pick, Pay Out - Lotto, Pay Out - SCRATCH, etc. All stores may not have this panel. 

4: Remove Item: Use this button to remove any selected button from the panel. 

5: Cancel: This button lets you cancel the POS panel or the changes made to the POS panel.

5.1: Load From Template: Use this button to load the POS panel from existing panels.

1. The Load From Template screen will appear when you click on this button, as Figure E shows.      

Figure E

1. The Templates drop-down shows the list of all panels created so far in your account. Select the desired panel and click "Apply." The system will load the same panel. You can change the name or make other changes if required. 

5.2: Save & Close: If you click the "Save & Close" button, the system will save the POS panel and navigate you to the POS Panels home screen. 

5.3: Save & New: If you click the "Save & New" button, the system will save the POS panel and open the new Create POS Panel screen, where you can add another panel. 

5.4: Save: This button lets you save the changes you have made at any point.

1. Add the panel tabs as per your requirements.
   
2. Add buttons and assign the relevant action or operation to each added button. The point 3.1 How Does the Overall Process Work? explains each step of adding a button and assigning an action or operation to the button in detail.
   
3. Click the "Save & Close," "Save & New," or "Save" buttons to save the created panel.  
   

3.1 How Does the Overall Process Work?

1. You click the "Add New" button and enter the panel name in the Create POS Panel screen. 
   
2. The system shows a partially configured panel in the Create POS Panel screen, as Figure C shows. You need to complete the configuration as per your requirements. 
   
3. The system will add four panel tabs: the Main Panel, the Sub-Total Panel, the Cashier Functions Panel, and the Lottery Panel. You can add more panel tabs or remove the existing ones, depending on your requirements. 
4. Once you have ensured the required panel tabs, it's time to add the required buttons to each panel tab individually. 
5. First, you drag the button from the Button Panel and drop it to the desired place in the panel. 

Figure F

The buttons in the Button Panel show the actual size of the panel. Please ensure you have an empty place in the panel when you drag and drop the button. Figure F will help you understand the drag-and drop-activity better.

1. If you click the "+" button, the system will add a 1x1-sized button to the panel. 
   
2. Drag and drop the "1x1" button to add a 1x1-sized button to the panel. 
   
3. Drag and drop the "2x1" button to add a 2x1-sized button to the panel. 
   
4. Drag and drop the "2x2" button to add a 2x2-sized button to the panel. 
   
5. Drag and drop the "Number Pad" button to add a number pad. However, the system adds the "Number Pad" button by default to any panel. 
   

1. As soon as you drop the button, the Add New Button screen appears, as Figure G shows.  
   

Figure G

Fields and Buttons

Button Name: Enter the button name that you want to display on the button. For example, if you need to use this button to handle returns, enter "Return Item." 

Choose Color: Choose the button's color from five color options. 

Choose Button Type: Choose a button type: "Basic" or "Icon Button." 

1. If you choose "Basic," the button will only show the button name. In Figure C, all buttons have the Basic Button type. 
2. If you choose the "Icon Button," the system will show the icon and name. When you select "Icon Button," the Choose Icon section will appear, as Figure H shows. Please select the desired icon from it.  

 Figure H

The button with the Icon Button type looks like the one in the image below.

Figure I

Save changes: Click this button to save the button or modifications made. 

1. As soon as you click the Save changes button shown in Figure H, the Button Settings belt and screen will appear in two spots, as Figure J shows.  
   

Figure J

1: Button Settings Belt: The Button Settings belt will appear whenever you click on any button in the panel when creating or editing the panel. 

2: Button Settings Screen: This Button Settings section will appear as soon as you save the button for the first time. Then, whenever you click on the Choose Action button in the Bottom Settings belt, this screen will reappear. 

[1] Button Settings Belt

Figure K

Fields and Buttons:

Button Text: Use this field to change the button's name.

Choose Color: Use this field to change the button's color. 

Border Radius: Use Border Radius to apply a rounded border to the button. 

Button Type: Use this drop-down to change the button type from Basic to Icon Button or vice versa.  

Choose Options: This section shows more selection options. 

1. If you have selected the Basic button type, this section will show only the Choose Action button, as Figure K shows. Click on it to open the Button Settings screen. 
   
2. If you have selected the Icon Button button type, this section will show the "Choose Icon" and "Choose Action" buttons, as Figure J shows. Click the "Choose Icon" button to change the button's icon, and the "Choose Action" button to open the Button Settings screen.

[2] Button Settings Screen

Figure L

Fields and Buttons:

Choose Button Type: Here, you choose the action or operation that will be performed by the button you are adding or editing. 3.2 Button Type explains each action or operation available in this drop-down. 

Panel List: This drop-down shows the list of panels, including the four default panels and any other panels if added. Select the panel to which you want to add the button.

  

  Figure M

Manager Override Required: Enable this button to make the manager's override mandatory to perform this action.  

Employee Override Required: Enable this button to make the employee's override mandatory to perform this action. 

Require Loyalty Customer: Enable this button to make this action specific to the loyalty customer.

Close: Use this button to close the Button Settings screen without saving any changes made.

Save Changes: This button lets you save the changes you have made in the Button Settings screen.

1. Apply the appropriate settings and click the "Save Changes" button in the Button Settings screen. 
   
2. The system will navigate you to the Create POS Panel screen. Click the "Save & Close," "Save & New," or "Save" buttons to save the created panel.  

3.2 Button Type

3.2.1 Add Blacklist ID

1. Once it is created, the Add Blacklist IDs button will look like the one shown in Figure N below. You can keep the button text the same or different as required. 

Figure N

1. Once the cashier clicks this button on the POS device, the Add Licence Number screen will appear, as Figure O shows.   

Figure O

1. When the cashier enters the licence number and clicks "Save," the licence will be added as a blacklisted ID in the system.  

3.2.2 All Kits

1. When the cashier clicks the "All Kits" button on the POS device, the Create Order screen will appear, where they can select the kits and add them to the sale. The image below is an example of the Create Order screen.

Figure P

1. Note: The Ordering Kits are added in Control Center from the "Ordering Kits" available under "Online Ordering."

3.2.3 Automatic Tip

1.  When you select Automatic Tip in the Choose Button Type drop-down, two additional fields will appear, as Figure Q shows. 

 Figure Q

Department List: Click in this field and select the departments you want to add for automatic tip calculation. 

Percentage: Enter the percentage for the tip calculation. For example, if you enter three in this field, the system will calculate the tip as 3% of the current transaction's value of items belonging to the selected departments.

3.2.4 Breakdown

1. When the cashier clicks this button on the POS device, the Breakup screen will appear, as Figure R shows. Using the Breakup button in it, the cashier can proceed with the sale.

Figure R

3.2.5 Cancel Sale

3.2.6 Choose Salesman

1. When you select the Choose Salesman button type in the Choose Button Type drop-down, the Option List drop-down will appear, as Figure S shows. Select an appropriate option from "Prompt for Login" and "Prompt for Salesman." 
   

 Figure S

1. Suppose you have selected  "Prompt for Login":   
   
1. When the cashier clicks this button on the POS device, the Salesman Login screen will appear, as Figure T shows. The new cashier can log in using their employee ID and password. 

Figure T 

1. Suppose you have selected "Prompt for Salesman": 
   
1. When the cashier clicks this button on the POS device, the Cashier List drop-down will appear, as Figure U shows. The new cashier can be selected from the list.  
   

Figure U

3.2.7 Clear Digits

3.2.8 Clear Tenders

3.2.9 Damaged Product Inventory

1. If the cashier is authorized, they can add the product to the damaged product inventory.  
2. The manager's override will be required if the cashier is not authorized.

3.2.10 Digital Coupon

3.2.11 Discount Coupons

3.2.12 Dollar Discount

3.2.13 Gift Card Balance

3.2.14 Gift Card Sale

3.2.15 House Account Lookup

3.2.16 House Account Payment

3.2.17 Item Search

3.2.18 Kit Category

3.2.19 Launch Module

1. When you select the Launch Module button type in the Choose Button Type drop-down, the Open List drop-down will appear, as Figure V shows. You can select the required option, such as New Item Report or Commission Report.

Figure V

3.2.20 Multiply Quantity

1. If the customer buys ten pieces of a product, the cashier needs to scan the product just once, and then they can multiply it by 10 using this button.

3.2.21 No Sale

3.2.22 Open Department

1. When you select "Open Department" in the Choose Button Type drop-down, the Consider As A Loss and Department List fields will appear, as Figure W shows.

 Figure W

Consider As A Loss: If you enable this button, the system will consider the transaction done using this button as a loss.  

Department List: Click in this field and select the departments you want to add as open departments.

1. If more than one department is configured in the department list, a pop-up window will appear, prompting the cashier to select one.  
2. When the cashier clicks this button, the Department Price Prompt screen will appear, as Figure X shows. The cashier can enter the retail price and click the department name to select. The system will log the sale as an open department sale. 

Figure X

3.2.23 Open Local Program

1. When you select "Open Local Program" in the Choose Button Type drop-down, the Enter File Path field will appear, as Figure Y shows. Enter the local program's file path. 

Figure Y 

1. The system will open the program when the cashier clicks this button on the POS device. 

3.2.24 Open Website URL

1. When you select the Open URL button type in the Choose Button Type drop-down, the Enter URL field will appear, as Figure Z shows. Please enter the required URL in it. The system will open this URL when the cashier clicks on this button on the POS device.

    Figure Z 

1. Note: When you use this button type, it is recommended that you give the button a URL-related name. For example, if you enter the IRS website URL here, you would name the button "IRS Website."  

3.2.25 PLU Entry

3.2.26 Pour My Beer Balance

3.2.27 Panel Navigation

1. When you select the Panel Navigation button type in the Choose Button Type drop-down, the Panel List drop-down will appear, as Figure A.1 shows. It will show all panels, such as the Main Panel, Sub-Total Panel, Cashier Functions, Lottery, and any other panel tabs if added.

   

    Figure A.1

1. Select a panel from the drop-down. 
   
2. When the cashier clicks the button, the system will navigate them to the panel you selected here. 

3.2.28 Pay In

1. When you select the Pay In button type in the Choose Button Type drop-down, the Account drop-down will appear, as Figure B.2 shows. Please select the account to which you want to add the added money. 
   

 Figure B.2

1. When the cashier clicks this button on the POS device, the Pay In screen will appear, as Figure C.2 shows. The cashier can enter the amount and description to add the money. 

Figure C.2

1. 3.2.29 Pay Out

1. When you select the Pay Out button type in the Choose Button Type drop-down, the Account drop-down will appear, as Figure D.2 shows. Please select the account from which you want to subtract the deducted money. 

 Figure D.2 

1. When the cashier clicks this button on the POS device, the Pay Out screen will appear, as Figure E.2 shows. The cashier can enter the amount and description to deduct the money. 

Figure E.2

3.2.30 Percent Discount

1. When you select Percent Discount button type in the Choose Button Type drop-down, the fields and a button shown in Figure F.2 will appear. 

Figure F.2 

Amount: Enter the discount percentage. For example, if you enter five in this field, the system will give a 5% discount. 

Departments: Click on this field and select the departments for which you want to give a discount.  

Apply Tax Before Discount: If you enable this button, the system will apply the tax before the discount.  

The above three fields are optional. 

1. Suppose you have specified the discount percentage and department when the cashier clicks this button on the POS device during a sale. In that case, the system will deduct the specified discount from the bill for the products belonging to the selected departments. 
2. If you haven't specified the discount percentage and department, the system will prompt the cashier to enter the discount percentage when the cashier clicks this button on the POS device during a sale.  

3.2.31 Pour My Beer Card Sale

1. When you select the Pour My Beer Card button type in the Choose Button Type drop-down, the PMB Department drop-down will appear, as Figure G.2 shows. Select the appropriate department from the drop-down.

 Figure G.2 

3.2.32 Price Changes

3.2.33 Price Check

3.2.34 Print Label Items

3.2.35 Print Labels

3.2.36 Print Receipt

3.2.37 Print Sale

3.2.38 Heartland Reboot

3.2.39 Heartland Propay Reboot

3.2.40 Redeem Loyalty

1. The cashier selects the customer on the POS device, clicks this button, and proceeds to the redemption process. 
   

3.2.41 Redemption - Manual

3.2.42 Register X/Z

1. When you select the Register X/Z button type in the Choose Button Type drop-down, a button and drop-down will appear, as shown in Figure H.2. 
   

Figure H.2 

1. Hide Dollar and Sale Amounts: Enable this button to keep the dollars/sales amount blank in the report.  
2. Type: Select "X Register" or "Z Register" in this drop-down. 

1. For example, when the cashier clicks the "Register Z" button on the POS device, the Confirm Z screen will appear, as Figure I.2 shows. 
   

Figure I.2

1. When the cashier clicks the "Yes" button, the system will print Register Z and show the success message along with the "Re-print" option, as Figure J.2 shows.   

Figure J.2

3.2.43 Remote Sale Lookup

1. When the cashier clicks this button on the POS device, the Remote Sales screen appears, as Figure K.2 shows. The cashier can select the remote sale and proceed with the payment. 

Figure K.2

Figure L.2

 Figure M.2

Figure N.2

Figure O.2

Choose: Click this button to open the list of products and select the products.

Size: Enter the size.

Figure P.2

 Figure Q.2

Figure R.2

Figure S.2

Figure T.2 

Figure U.2 

4. Editing a POS Panel

1. Click the Edit button highlighted in Figure A. 
   
2. The Edit POS Panel screen will appear, as Figure V.2 shows. Edit the information and panels as per the requirements and click "Save & Close." The system will save the changes and show the Success message. 

       Figure V.2 

Additional Buttons: 

Copy Panel: Use this button to copy the panel. 41. Copying POS Panel explains more about it.

Delete: Use this button to delete the POS panel.

4.1 Copying a POS Panel

1. Click the "Copy Panel" button shown in Figure V.2 to copy the POS panel.
2. The Copy Panel to Account screen will appear, as Figure W.2 shows.
   

Figure W.2

Name: Enter a name for the copied panel.

Account: This field shows your account name.

Add: Use this button to add the copied panel to the POS Panels list.

1. Enter the  name and click the "Add" button. 
2. The system will copy the panel and show it on the list of POS Panels screen. You can edit it and make changes to it if required. 

5. Deleting a POS Panel

1. Click the “Delete” button shown in Figure B.
   
2. A warning dialog will appear with two related options, as Figure X.2 shows.
   

Figure X.2

1. Click “Yes, Delete” to delete the POS Panel record.
   
2. Click “Cancel” to close the pop-up and skip the deletion process.
   

1. To delete the POS Panel record from the Edit POS Panel screen:
   

1. Click the Edit icon highlighted in Figure A.
   
2. The Edit POS Panel screen will appear, as Figure V.2 shows.
   
3. Click the "Delete" button. The warning dialog will appear, as Figure X.2 shows.  
   
4. Click “Yes, Delete" to delete the POS panel record.
   
5. Click “Cancel” to close the pop-up and skip the deletion process.