Overview

1. The hardware component includes the POS device (monitor, CFD, scanner, receipt printer, etc.) located at the checkout counter, while the POS Panel software ensures seamless hardware operation.

1. Add or remove multiple panels.
2. Edit existing panels by adding or removing buttons and changing button names. 
   

Just so you know, FTx Cloud POS offers fully configurable POS panels. Your corporate employee might have chosen to rename or reposition buttons or decided to display or hide certain functions based on business needs. This article shows you the standard names and navigation of the panels and buttons. 

1. Reaching the POS Panels

1. Step 1: Log into POS.
   
2. Step 2: Choose Open POS.
   

                                          Figure 1.1

2. Understanding the POS Panel Layout

Please refer to Figure 2.1 and the descriptions of the buttons and fields below to understand the POS layout. 

                                                                                                                  Figure 2.1

1. 1: Sales-Related Information & Receipt
2. 2: Left Panel
3. 3: POS Panels 
   

2.1. Sales-Related Information & Receipt 

1. Date and Time: Current Date and Time on the left side.
1. If there is an issue with the internet connection, the system will operate offline and display the OFFLINE text near the date and time. When the system is in offline mode:
   
1. You can continue with processing sales and payments. The system will sync the data when the internet connection is available.
   
2. You cannot perform the operations available in the Actions section.  
   
2. Cashier: Here, you see the cashier's name. 
   
3. Items: Here, you see the number of items scanned so far. 
   
4. Balance Due: Here, you can view the customer's outstanding balance. 
   

If you click the Arrow icon, the "Full Receipt" screen will appear, as shown in Figure 2.1.2. It displays the added items for sale and the receipt details to be printed. 

                              

2.1.1 Cash or Non-Cash

Note: We have provided the necessary information at this point. If you notice the Cash and Non-Cash icons on your POS register, we recommend discussing their operation with your manager and understanding your store's dual pricing policies.

Why does the system show the Cash and Non-Cash icons?

Many stores apply dual pricing. This means customers pay a bit more when they pay using credit cards. When the corporate employee decides to apply dual pricing, they can make the following choices:

1. For which department do they want to apply dual pricing? They can apply dual pricing to all departments or select specific departments.
   
1. Many FTx Cloud POS users generally apply dual pricing for tobacco-related products. However, it is their choice. FTx Cloud POS offers the feature to configure dual pricing according to your specific requirements.
2. How much more does the customer pay using a credit card, for example, 2%, 5%, etc.? 
   
3. Define which tenders will be considered equivalent to cash. The corporate employee can consider other payment methods, such as gift cards and coupons, equivalent to the cash payment method. 
4. Set the default payment method. 
   

Notes:

1. If the corporate employee enables the dual pricing function and doesn't set any default payment method, the system will prompt you to choose a payment method, as Figure 2.1.1.2 shows. 
   
2. If the corporate employee enables the dual pricing function and sets any default payment method, the system will only allow you to proceed with the specified payment method.
3. The system will not prompt any such message if the corporate employee doesn't enable the dual pricing function. You can proceed with your sale without making any selections. 
   

If the corporate employee has applied the dual pricing setting and not opted for any default payment method, the Choose Method Of Payment screen will appear when you open the POS Panel. Please select the payment method. 

 

                                                      Figure 2.1.1.2

1. The system will highlight the selected payment method. For example, in Figure 2.1.1.1, "Non-Cash" is highlighted. To change the payment method, please click on the other payment method.
   
2. The system will show a Confirmation message, as shown in Figure 2.1.1.3. Click "Yes" to change the payment method. The system will change the payment method.
   

2.2. Right Panel

1. Messages: Click the "Message" button to view the messages from the corporate office. The Messages screen will appear. 
   

                                                                                                                  Figure 2.4

1. The Messages screen contains two tabs (Unread / Read); by default, the "Unread" tab will be selected, displaying all the messages that are unread.  
   
2. To view the message, select any message by clicking on it. The entire message with the attachment (if any) will be displayed on the right.  
   
3. Here, you can read the message and respond to it.
   
4. Use the Delete" & "Print icons available on the top-right to delete or print the message.
   
5. Use the "New" button to create a new message. Creating a new message from this section is identical to creating a message from the dashboard. 
   

1. To Do: Click "To Do" to open the To Do Detail screen. 
   

1. Generally, the corporate employee creates a To Do List instructing the stores to perform some actions. You can view the messages specific to you or your store. You can access the To Do Details in POS from both the POS Dashboard and this location. 
   

1. Pending: This tab displayed all the pending To Dos.
2. Completed: Click on this tab to view the list of only completed To Dos. 
   
3. Click on any To Do from the list to open the message details.  
   

                                                                                       Figure 2.6

4. Mark As a Complete: You can select a To Do from the list by clicking on it and click the "Mark As a Complete" button to mark it as completed. This feature is useful when you have already read the message and completed the To Do.  
5. Close: Click this button to close the To Do screen and move back to the To Dos list.

2. Add Customer: Click "Add Customer" to search for a customer. Once you click on "Add Customer," a pop-up window will be displayed as below:
   

                                    Figure 2.7

1. Simple: Use this window to search for a customer by entering the customer's phone number.
2. Advance: Click on the "Advanced" option to search for a customer using various options such as (By Phone, By Customer ID, By Last Name, By Email, By LNS Card No, By License No).
   

                                                                                                    Figure 2.8

4. Exit POS: Click "Exit POS" to exit the POS Panel.  
   

2.3. POS Panels

3. POS Panels & General Buttons

This section details the standard panels and buttons our clients frequently use. 

1. Main Panel
   
2. Due Panel
   
3. Cashier Function Panel
   
4. Lottery Panel (If the store sells lottery) 
   

3.1 Main Panel 

1. Cashier Functions: Click this button to navigate the Cashier Functions panel. 
   
2. Print Receipt: This button lets you reprint a previously recorded sale receipt. The receipts for the past three days are available.

1. When you click this button, the system will prompt you to select an option to print a gift receipt or reprint the receipt. You can also print a gift receipt with the dollar values obscured.  

3. Price Check: This button lets you view detailed information about an item, including the price, image, buydown, and promotions. You can also view QOH and cost information based on the register settings. 
4. Open Depts: This button allows you to log sales for open departments. 
   
5. % Off: This button allows you to apply a percentage discount to a particular product. The corporate employee predefines the percentage discount for the specific department. 
   

1. The corporate employee must select which departments are available for discounting from the Control Center.
   
1. If the corporate employee has specified any discount percentage, the system will deduct the stated discount from the bill for the products belonging to the selected departments.
   
2. If the corporate employee has not specified a discount percentage, the system will prompt you to enter one. The system will calculate and deduct the discount from the bill for the products belonging to the selected departments.  
   

1. Resume Sale: This button lets you resume a previously suspended sale.
2. Quick Time Clock: This button allows you to launch the Time Clock utility and clock in quickly.  
3. Suspend Sale: This button lets you suspend a sale. You can resume a suspended sale using the "Resume Sale" button. 
4. House Look Up: This button lets you search for a specific house account. 
5. Price Change: This button lets the manager temporarily alter an item's current price. 
6. Item Return: This button allows you to process the return of items the customer has purchased. When you click this button on the POS device, the POS | Return screen will appear, as Figure 3.1.1.3 shows. You can scan the item or receipt, manually enter the receipt number, or proceed with a manual item return based on the requirements. 
   

                                              Figure 3.1.1.3

Many of our clients authorize only managers to handle the return process. Processing a return also includes creating a return worksheet. Please refer to point 4.48. Return Item for more details.

1. Tax Exempt: This button allows you to remove all taxes from the sale. The Tax Exempt Information screen will appear when you click this button, as Figure 3.1.1.4 shows. You can enter the appropriate information in it and click "Ok." 

                                                                                 Figure 3.1.1.4

1. Void Last Item: During the sale process, the customer may instruct you to remove a specific item from the sale immediately after scanning it. You can click the "Void Last Item" button. The system will delete the item from the sale.
2. Void All Items: During the sale process, the customer may instruct you to remove all scanned items or multiple items and restart the scanning process with different items. Click the "Void All Items" button. The Select Items To Void screen will appear. Select the items you must void and click the "Void" button. The system will delete the selected items from the sale. 
3. Gift Card Sale: This button allows you to log a sale to the specified gift card department for the entered dollar amount. 
4. Gift Card Balance: This button allows you to check the available balance on the gift card. 
   

                                                                                 Figure 3.1.1.5

1. No Sale: This button lets you open the cash drawer without a sale. 
2. Cancel Sale: This button allows you to cancel the sale. 
3. Sub Total: This button navigates you to the Sub-Total Panel. 
   

3.2 Due Panel

                                                                           Figure 3.2

1. Buttons with Specified Amounts: These buttons enable you to select specific amounts without typing them. 
   
2. Cash Next: This button allows you to choose the "Cash Next" option for the transaction. 
   
3. Check: This button allows you to choose the "Check" option for the transaction.  
   
4. Credit Card: This button enables you to select the "Credit Card" option for the transaction. 
   
5. Debit Card: This button allows you to choose the "Debit Card" option. 
   
6. Gift Card: This button enables you to select the "Gift Card" option for the transaction. 
   
7. Manufacturer Coupon: This button lets you select the "Manufacturer Coupon" option for the transaction.  
   
8. Store Coupon: This button enables you to select the "Store Coupon" option for the transaction. 
   
9. Redeem Choice Bucks: This button allows you to choose the "Redeem Choice Bucks" option for the transaction. 
   
10. Redeem Loyalty: This button allows you to choose the "Redeem Loyalty" option for the transaction. 
    

3.3 Cashier Functions 

                                                                                                  Figure 3.3.1

1. Time Clock: This button lets you launch the time clock utility.
2. Starting Till: This button lets you specify the starting till amount. When you click this button, the POS | Starting Till screen will appear. 
   
1. Start Till Amount: Count the cash available and enter the amount in the Start Till Amount field. 
   
2. Description: Select the appropriate option from the drop-down. (Some companies let their employees enter the description manually.) 
   

                                                                                                                    Figure 3.3.2

Depending on your company’s setting, the POS | Starting Till screen may appear automatically when you start the till.  

1. Print House Invoice: This button lets you print the house account invoice. 
2. Safe Drop: This button allows you to log the safe drop amount. When you click this button, the Safe Drop screen will appear, as Figure 3.3.4 shows. You can enter the safe drop amount and description and click the "POP Cash Drawer" button to proceed. 
   

1. Pay In: This button allows you to add the specified amount of cash to the drawer. When you click this button, the Pay In screen will appear, as Figure 3.3.5 shows. Enter the amount and description and click "Ok." The cash drawer will open for you to deposit the money.
   

1. Many of our clients authorize only managers to operate the Pay In function. You may require your manager’s intervention to complete this process if you don't have the required rights. 

                                                                                                                        Figure 3.3.5

1. Pay Out: This button lets you take out the specified amount of cash from the drawer. When you click this button, the Pay Out screen will appear, as Figure 3.3.6 shows. Enter the amount and description, and click "Ok." The cash drawer will open, allowing you to withdraw the money.
   

1. Remote Sale Look Up: This button allows you to search for a remote sale by receipt number and location. When you click this button, the POS | Remote Sales screen appears, as Figure 3.3.7 shows. Search for the remote sale using the Receipt Number field, select the remote sale, and proceed with the payment. 
   

What is a remote sale? The store employee can scan the products via a handheld as a remote sale and keep the order ready. When the customer arrives, they go to the store's payment desk. The cashier can see the scanned order in the POS device's Remote Sales section and proceed with the payment. 

                                                                                          Figure 3.3.7

1. Damaged Product: This button allows you to add the damaged product to your inventory. 
   

1. Many of our clients authorize only managers to operate this function. You may require your manager’s intervention to complete this process if you don't have the required rights. 

1. Multiply Qty: This button enables you to multiply the quantity of the selected item by the specified number. If the customer buys ten pieces of a product, you need to scan the product only once, and then they can multiply the quantity by 10 using this button.
2. Open Department: This button lets you log the open department sale.
   
1. Enter the item's price amount and click the "Open Department" button on your POS.
   
2. If the corporate employee has allocated only one department as the open department, the Open Department Description screen will appear. If predefined descriptions are in place, select an appropriate description from the Description drop-down and click "OK." 
   
3. If the authorized corporate employee has allocated multiple departments as open departments, the Pick Department screen will display the department names and the amount you entered, as Figure 3.3.9 shows. You can change the amount if required.
   

                                                                                                       Figure 3.3.8

1. Choose Salesman: This button allows another cashier to log in when a cashier is already logged in.  
2. Register X: This button allows you to perform Register X. 
3. Register Z: This button allows you to perform Register Z. 
4. Waste & Spoilage: This button allows you to remove food waste from inventory.
5. Due: This button lets you specify how the customer will pay for the sale.
6. Blacklist IDs: This button allows you to add the blacklist IDs to the system. 
7. Sale Formula: This button lets you open e-liquid formula calculations and log a sale of the specified item. 
8. Exit POS: This button allows you to navigate the Main Panel. 

3.4 Lottery Panel

1. Many of our clients authorize only managers to operate this function. You may require your manager’s intervention to complete this process if you don't have the required rights. 

4.3 Choose Salesman

The "Choose Salesman" button allows another cashier to log in when a cashier is already logged in. Depending on the preference set by the corporate employee, the system will prompt the other cashier on how to log in.  

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 4.3.1 shows.
   
2. Select an appropriate option: Switch Login, Choose Cashier / Salesperson (Dropdown, Sorted Alphabetically), Choose Cashier / Salesperson (Login Pad). 

                                     Figure 4.3.1

1. Suppose you have selected "Choose Cashier/Salesperson (Dropdown, Sorted Alphabetically):" Clicking the button will open a dropdown list of all active employees in alphabetical order. 
   
1. You can select a name, and the POS assigns that employee as the cashier/salesperson for the transaction. You can also search dynamically, search/filter, and display matching employees, as Figure 4.3.2 shows.
   

1. If the corporate employee has specified any amount when configuring this button, the system will use that amount as a discount whenever this button is clicked. Otherwise, you are required to enter the discount amount.

                                                                                          Figure 4.9

                                                                                          Figure 4.11

4.15 No Sale

The "No Sale" button lets you open the cash drawer without processing a sale. However, you must have the required rights to perform this action. 

      Figure 4.15.1

4.16 Open Department

An Open Department Sale in the POS system refers to a transaction where the cashier enters a sale without predefined inventory or product codes. Instead, the sale is linked to the general predefined department(s). 

1. Enter the product's price amount and click the "Open Department" button on your POS to log an open department sale. 
   
1. If the corporate employee has allocated only one department as the open department, the Open Department Description screen will appear. If predefined descriptions are in place, select an appropriate description from the Description drop-down and click "Ok." Otherwise, type in a proper description. The system will log the sale as the open department sale. You can continue scanning the other products or processing the payment. 
   

1. If the authorized corporate employee has allocated multiple departments as open departments, the Department Price Prompt screen will display the department names and the amount you entered. You can change the amount if required.
   
2. Click the applicable department name. The Open Department Description screen will appear. If predefined descriptions are in place, select an appropriate description from the Description drop-down and click "Ok." Otherwise, type in a proper description. The system will log the sale as the open department sale. You can continue scanning the other products or processing the payment. 
   

1. Many clients authorize only managers to operate the Pay In function. You may require your manager’s intervention to complete this process if you don't have the required rights. 
   

1. If the corporate employee has specified any discount percentage, the system will deduct the stated discount from the bill for the products belonging to the selected departments.
   
2. If the corporate employee has not specified a discount percentage, the system will prompt you to enter one. The system will calculate and deduct the discount from the bill for the products belonging to the selected departments.  
   

                                                                              Figure 4.33.2

1. This item is new and can be added back to Inventory: If you see the item in perfect condition, choose this option. You can send it back to inventory by clicking "Ok." In this case, the system will not add the item to the Damaged Product Inventory. 
   

1. In this case, the system will add the item to the Damaged Product Inventory. You can resell the item at a discounted price, which will be determined by the corporate employee's settings in the Configure Department-Level Discounts section of Control Center.
   

4.34 Safe Drop

1. When you click this button on the POS device, the Safe Drop screen will appear, as Figure 4.34.1 shows. Enter the safe drop amount and click the "Ok" button to proceed. 
   

                                             Figure 4.34.1

4.35 Sell Item

The Sell Item button logs a sale of the specified item.

1. When you click this button on the POS device, the Choose Item screen will appear, displaying the added products in alphabetical order, as Figure 4.35.1 shows. Select the item and proceed with the payment.  
   

                                   Figure 4.35.1

4.36 Starting Till

The "Starting Till" button logs the specified amount of cash to the drawer. This button is commonly used to set the current money in the drawer before the shift begins.

1. When you click this button on the POS device, the Starting Till screen will appear, as Figure 4.36.1 shows. Enter the start time, amount, and description; click the "Ok" button and start the shift.
   

                                                                                                Figure 4.36.1

4.37 Suspend Sale

The "Suspend Sale" button puts the current sale on hold to be resumed later. 

                                      Figure 4.37.1

4.38 Tax Exempt

Use the Tax Exempt button type to create a button that removes all tax from the sale. An optional Tax ID # and Tax Name will be displayed on the receipt.

1. When you click this button on the POS device, the Tax Exempt Information screen will appear, as Figure 4.38.1 shows. If the information is available, enter it. However, filling in the information is optional.  

                                                                              Figure 4.38.1

4.39 Temp Price Change

The "Temp Price Change" button allows you to override the price for a selected item. However, you must have the required permissions to use this button. 

4.40 Due

The "Due" button is used to define how a customer will complete their payment. It is most commonly used to build the payment options that appear in the payment panel on the POS screen.

                                                                                    Figure 4.40.1

Beyond standard tenders like cash or credit, this button type also allows you to create additional payment methods such as Gift Cards, EBT Food Stamps, Manufacturer Coupons, and any other custom tenders your store accepts.

4.41 Time Clock

The Time Clock button launches the Time Clock screen, as Figure 4.41.1 shows. 

                                                                                                          Figure 4.41.1

4.42 Void scanned Items

Use the "Void" button to remove unwanted items from the sale. You must have Void permission to use this button.

                                          Figure 4.42.1