Item Button Editing and labels

Once you have put the proper buttons on the menu, it’s best to arrange, color and size them so they make the most sense in terms of speed and usability to the POS users.

Before we go over customizing the buttons themselves we’ll learn about button labels, which are a great way to help organize your POS screens

Creating Button Labels

Button labels are completely optional. They are simply non-functioning buttons that display text, and this text can be anything you need to be shown on the screen.

Here’s an example, where the button labels are “From Warmer” and “Shelf”.

pos menu button labels

To create a label button:
Left-click in an empty area of the item button area to create a new button.

With that button selected (it will have a yellow outline), click the “Label” button to the right of the color palette.

pos label button selection

This will make that button just visible text, with a default text color of black.

You can change the text, text color and button size to whatever you need to, which we’ll go over in the next section.

2. Customizing buttons

Customizing and arranging buttons is fast and easy.

To move a button:
simply select it and drag it to its new location. Note that the new location space must be empty and have enough room to fit it in.

Customizing buttons with the edit menu:

customize item buttons

Button Text:
Type in the text desired for the button – you may need to abbreviate some words so they fit properly.

Button Text Color:
Click the “Text Color” button and choose a new color from the palette that appears and click “OK”.

Button Type:

The types of buttons are:

   • Item – An inventory or service item that will be tendered as part of a customer’s purchase.

   • Page – Clicking this button will navigate to the target page listed.

   • Price Level – Determines the price level of the button, a setting of 1 through 5. 1 is the default setting.
     If a POS operator selects the Price Level button during a transaction, all the items in the transaction will have that price level.

   • Sale Discount – With this item type you match up a sale from a list that was previously set up in items management.

   • Change Key Set – You will be prompted to select a Key Set, which would have been previously set up.

Note that the field below the Button type (“Item Code 10704” in the shown example) will change depending on what Button Type is selected.

Color:
With a button selected, choose whichever new color is needed. The current button’s selected color will be outlined in blue.

Size:
You can make button as tall and as wide as you need to; just remember that the button’s maximum size is determined by how much room it has to expand.
If a button’s size has reached its limit, its expand buttons will be unselectable. And if it has reached its minimum size, its shrink buttons will be unselectable.

This Button is Final:
Most buttons will have this selected.

You will only need to have it unselected if it is used in conjunction with another button which will be pressed right after it.

For example, you can have three buttons set for large, medium and small, and four buttons next to them labeled as Coke, Sprite, Root Beer and Fanta.

This way of setting up sizes is particularly efficient when ringing in items at the POS station, as you only need three size buttons and four item buttons.

Otherwise you would have to set up twelve buttons (see the “Not Efficient” on the right) instead of seven.

pos item button final

Please note that your item sizes must be set up beforehand in accounting to work this way.

See the chart below that explains this concept by example:

  Coke Button Code = 4455
pos final checked
Sprite Button Code = 5566
pos final checked
Root Beer Button Code = 6677
pos final checked
Fanta Button Code = 7788
pos final checked
Small Button Code = 01
pos final unchecked
Small Coke Item Code =
014455
Small Sprite Item Code =
015566
Small Root Beer Item Code =
016677
Small Fanta Item Code =
017788
Medium Button Code = 02
pos final unchecked
Medium Coke Item Code =
024455
Medium Sprite Item Code =
025566
Medium Root Beer Item Code =
026677
Medium Fanta Item Code =
027788
Large Button Code = 03
pos final unchecked
Large Coke Item Code =
034455
Large Sprite Item Code =
035566
Large Root Beer Item Code =
036677
Large Fanta Item Code =
037788
         

In this example the sizes are the first two numbers of the final item code, and will be set up with the Small, Medium and Large buttons with 01, 02 and 03.

The size buttons will also not have the “This button is Final” checked, as it will need to have the item (a soda in this case) attached to it.

The Coke, Sprite, Root Beer and Fanta buttons will have the “This button is Final” checked, as it completes the item.

With this way of setting up your size buttons simply pressing a Coke or Sprite button will trigger an “Item not Found” response from the POS, as the item number will need to have a size entry attached to it. For instance, “014455” is a valid item, but just “4455” is not.

Call our technical support if you need any more help with Final button in your layouts.

Cannot Repeat:
This checkbox indicates that the item attached can only be listed once per transaction.

Its default is unchecked, as the majority of time it will most likely not be needed.

The Cannot Repeat checkbox can be useful if, for example, you only allow one of a certain item per transaction, such as a daily special.

2. Creating items in the key setup

If you need to make a new item in the key setup, simply press the “Create New Item”.

create new pos item

The Items Management screen will appear, prompting you to fill in the new item’s name, item code number, etc.

Once the item’s details are filled in, select the “Save & Close” button. The new item’s information should be filled in to the selected button.