The Device setting tabs outlined below are accessed by selecting the Name of a Device listed in TouchMini Devices. Refer to How To Access The Configuration Menus for more information.
This menu option is used to configure OrderAway. Refer to How To Configure OrderAway for more information.
The content is targeted at Resellers and SwiftPOS Venue Administrators who have a sound knowledge of and experience with SwiftPOS. For further information or assistance, please contact your SwiftPOS Reseller or SwiftPOS Support.
Notes …
DO NOT FORGET to select the Save/Update button to ensure all changes made are saved.
Tabs
Appearance Tab
- Colours – Select from the colour options available to adjust colours as required:
- Navigation bar colour
- Action colour
- Cancel colour
Clerk Tab
How should security be handled? – Select from one of the following options available:
- Manually login and logout – Select to ensure Clerk login/logoff manually as required. When selected a Logout menu option will appear with the initials of the currently logged in Clerk. This can then be selected for Clerks/Staff Members to login.
- Automatically logout after each Order – Select to ensure Clerk are automatically logged off after an Order is finalised or cancelled.
- No login required… default to – Select to ensure Clerk are not required to login and enter the default Clerk ID that will be used instead. It is recommended that this be the same as the OrderAway specific Staff Member that is optionally configured for OrderAway. For example, 9999.
Device Tab
- Device Name – Displays/Enter the name of the device.
Notes …
When entered/changed, the name entered here will be updated against the device’s Terminal ID in Back Office. However, when the name of a TouchMini device is changed in Back Office, it will NOT be updated here.
- Device Type – Select from the drop down list the Type of device being configured. That is one of the following:
- Tablet/Mobile
- All In One Device
- Kiosk
- Currency/Region – Select from the drop down list the Currency (Region) that is applicable to the Location in which the Device is going to be used.
- Clone Settings from Default Device – Select to overwrite all the current settings for the selected Device and clone the setting from the Default Device. Refer to How To Clone A Device for more information.
- Reset – Select to overwrite all the current settings for the selected Device and clone the setting from the Default Device.
Notes …
It is possible that the Default Configuration has been configured for a different device Type. However, it can be still cloned to TouchMini devices of a different type.
Member Tab
Notes …
When the Event area service option is selected in the Service tab, by default the configuration of the Member tab is disabled. Instead it will appear as follows:
To ensure configuration of the Member’s tab is enabled, ensure the Event area service option is NOT selected in the Service tab.
Notes …
Member sign in is required if Member Pricing or Account Payments are to be made available.
- Allow member sign in – Select to allow for the signing in of Members when taking Orders. Once selected the following settings will be available:
Notes …
Once a Member as signed in pricing will be determined based on the Member’s Classification, in the same way it is determined at SwiftPOS Touch.
- Allow member sign in continued …
- Keep the member signed in – Select to ensure the Member currently signed in remains signed in until intentionally signed out. Signing out occurs when the Member’s name is selected in the top of the screen.
- Auto logon member if an event is on – Select to ensure the Member that is associated with an event is automatically signed in when the event is taking place.
- Use a specific member Price level – Select to ensure the Member Price Level set will be used for all signed in Members. Once selected the following settings will be available:
- Allow member sign in continued …
- Use a specific member Price level continued …
- Member Price Level – Select the Price Level to be applied to all Members. The default value of -2 ensures pricing is deferred to SwiftPOS to determine, which would normally be the normal price.
- Use a specific member Price level continued …
Payment Tab
- Integrated Card Payment – Select to allow for card payments to be made using an All In One Device approved for use. Once selected the following settings will be available:
- Integrated Card Payment continued …
- Payment Type – Select from the drop down list one of the following:
- Datamesh (APAC)
- Payment Type – Select from the drop down list one of the following:
- Integrated Card Payment continued …
- Payment Type continued …
- Payworks (UK) – If selected and the Device Type is also set to the All In One Device option then the following settings will be available:
- Payment Type continued …
- Integrated Card Payment continued …
- Payment Type continued …
- Payworks (UK) continued …
- Merchant ID – Displays/Enter to the Merchant ID provided by Payworks.
- Merchant Secret – Displays/Enter to the Merchant Secret provided by Payworks.
- Payworks (UK) continued …
- Payment Type continued …
- Integrated Card Payment continued …
- Payment Type continued …
- Positive (UK)
- Payment Type continued …
- Integrated Card Payment continued …
- Payment Type continued …
- Oolio (Adyen) – If selected and the Device Type is also set to the All In One Device option then the following settings will be available:
- Payment Type continued …
- Integrated Card Payment continued …
- Payment Type continued …
- Oolio (Adyen) continued …
- Enable Tipping – Select to ensure that a prompt for Tipping is enabled when taking a card payment. Refer to How To Configure For Tipping for more information.
- Terminal Id – Displays/Set to the Terminal ID provided by Adyen. This is usually in the format XXXX-YYYYYYYYYYYYYYY where:
- XXXX represents the model no.
- YYYYYYYYYYYYYYY represents the serial no.
- For example, S1F2-000158224612989.
- These can be provided by the Oolio Pay KYC team, found typically in the Adyen Portal under Point of Sale > Terminals.
- API Key – Set this to the API key that provided by Adyen, that has been generated for the Merchant by the Oolio Pay KYC team. Refer to Get Your API Key for more information.The steps they would follow can be found here: https://docs.adyen.com/point-of-sale/design-your-integration/terminal-api#api-key. The Oolio Pay KYC team should have also enabled the Terminal API for the Merchant. Refer to the Enable Terminal API for more information.
- URL – Displays/Set the URL to connect to the Adyen Cloud API. Ensure this is set to:
- For Production (live) environments:
- Australia – https://terminal-api-live-au.adyen.com/sync
- Europe – https://terminal-api-live.adyen.com/sync
- United States – https://terminal-api-live-us.adyen.com/sync
- For Testing
- Globally – https://terminal-api-test.adyen.com/sync
- For Production (live) environments:
- Oolio (Adyen) continued …
- Payment Type continued …
- Integrated Card Payment continued …
- Payment Type continued …
- Verifone (NZ)
- Payment Type continued …
- Integrated Card Payment continued …
- Surcharge ID – Displays/Enter (if applicable) the SwiftPOS Surcharge ID to be assigned to any surcharges associated with payments.
Notes …
The Surcharge ID option is ONLY available when either the Datamesh (APAC) or Oolio (Adyen) Payment Type options are selected.
- Integrated Card Payment continued …
- Media No – Displays/Enter the SwiftPOS Media No to be associated with payments.
- Integrated Card Payment continued …
- Card Payment Discount – Select to ensure Order/Sale level discounts are enabled. Once selected the following settings will be available:
- Integrated Card Payment continued …
- Card Payment Discount continued …
- Discount ID – Displays/Enter the ID of the Back Office pre-defined Discount this Discount will be assigned to. This will be used for reporting purposes.
- Discount ID – Displays/Enter the ID of the Back Office pre-defined Discount this Discount will be assigned to. This will be used for reporting purposes.
- Card Payment Discount continued …
Notes …
If the Discount ID is left blank, it will default to a value of 0 (Non pre-defined ITEM Discount). If an invalid ID is entered, it will report under that invalid ID in Back Office and show as an OTHER discount.
- Card Payment continued …
- Online Payment Discount continued …
- Discount ID continued … Ensure the Back Office pre-defined Discount has the:
- Web Enabled option selected.
- Auto Apply Discount option selected.
- Dates and Times selected for a Date/Time range..
- Discount ID continued … Ensure the Back Office pre-defined Discount has the:
- Online Payment Discount continued …
Notes …
The Offer Discount ($ Value) and Offer Discount (Percentage) values of the Back Office pre-defined Discount are ignored by TouchMini as these are configured below.
- Integrated Card Payment continued …
- Card Payment Discount continued …
- Label – Displays/Enter the description for the Discount that will appear in TouchMini in the toolbar. A maximum of 6 characters is allowed.
- Card Payment Discount continued …
Example of how the Discount menu option and Label value AMEX10 will appear in TouchMini.
Notes …
The icon for the Discount menu option is NOT customisable.
- Integrated Card Payment continued …
- Card Payment Discount continued …
- Percentage – Displays/Set the percentage of Discount to be applied to the total value of the Order. For example, 10%. This can be used in conjunction with the Fixed Value.
- Card Payment Discount continued …
Notes …
If a value of 100% is entered, the Order/Sale will NOT be able to be processed due to it being a zero value.
- Integrated Card Payment continued …
- Card Payment Discount continued …
- Fixed Value – Displays/Set the value of the Discount. For example, $5.00. This can be used in conjunction with the Percentage.
- Card Payment Discount continued …
Notes …
Once configured, clear the TouchMini Device’s cache. This will ensure the Discount menu option is displayed in the toolbar at the top of the screen.
- Cash Payment – Select to ensure a Cash option will appear in the header to allow for the payment in cash of the Order/Sale at the SwiftPOS Touch Terminal.
Notes …
If the Cash Payment option is selected then it is recommended to ensure the Do not Display Receipt is also selected. Once the CASH menu item is selected, the Order will appear in Orders Pending at the SwiftPOS Touch Terminal assigned to the OrderAway Location.
- Currency Type – Select from the drop down list the appropriate Currency.
Notes …
The Currency selected will apply to all devices
- Member account charge – Select to allow Members to be able to pay by charging to an Account. Once selected the following settings will be available:
- Member Account charge continued …
- Enable SwiftPOS account charge processing – Select to ensure that Orders paid for by charging to an Account are processed by SwiftPOS and posted to the Member’s Account. If left unselected, then configure the remaining settings to enable non-SwiftPOS accounts to be charged.
Notes …
The Member account charge option will only be visible if the Allow member sign in option is selected in the Member tab. Also, charging to an Account must cover the total of the whole Order. Partially paying by charging to an Account and then paying the remaining amount using another payment Media is currently NOT supported.
- Points Charge/Redemption – Select to allow the payment of an Order using a Member’s accumulated Loyalty Points. Once selected the following settings will be available:
- Points Charge/Redemption continued …
- Media No – Displays/Set the Media No to the SwiftPOS Media No to be used when paying with points.
- Points Redemption Ratio – Displays/Set the ratio at which points will be redeemed.
Notes …
The Points charge/redemption option will only be visible if Allow member sign in option has been selected. Also, paying with points must cover the total of the whole Order. Partially paying in points and then paying the remaining amount using another payment Media is currently NOT supported.
- Other Payment – Select to allow for other forms of payment when finalising An Order. This would generally be internal media/tender types. Once selected the following settings will be available:
- Other Payment continued …
- Other Payment Prompt Message – Displays/Enter the prompt to be displayed when Pay is selected on the TouchMini device.
- Other Payments Grid – Edit/Lists the Payments currently available.
- Media ID – Displays/Enter the SwiftPOS Media ID
- Media Button Caption – Displays/Enter the caption to be displayed when selecting the Payment option.
- Integrated Card Payment – Select to enable.
- Display only when Members/Accounts are signed in – Select to enable.
- Add New Payment – Select to add new Media type.
- Delete – Select to delete the Payment record.
- Add New Record – Select to add a new Payment record.
POS Tab
- Orders are sending to Location ID – Displays the ID of the Location the selected device is currently assigned to.
- Terminal ID (BETA) – Displays the ID of the Terminal the selected device is currently assigned to. To assign a Terminal ID to a TouchMini device, refer to How To Enable A Device for more information.
IMPORTANT …
The Terminal ID feature is currently a BETA release version and is introduced to support the locking of TouchMini devices to an Event Area. Further development of this feature is scheduled and will be coming soon …
- Default Layout ID to display – Displays/Enter the ID of the Layout that is to be considered as the Home Layout for the device. Refer to Menus topic more information.
- Clear Layout Cache – Select to clear the browser’s cache and ensure the Menus are reloaded.
- Product Search – Select to ensure a Search option will appear in the header to allow searching of Products other than those found in the Menus.
- Override Default Price Level ID – Select to override the override the Location’s Default Price Level that is normally used for Guest/Non-Member Orders. Once selected the following settings will be available:
- Override Default Price Level ID continued …
- Guest Price Level – Displays/Enter the ID of the Price Level that will be used for all Guest/Non-Member Orders.
- Free Text Instructions/Comments PLU – Displays/Enter the PLU Number to use for free text instructions/comments in all Orders. When entered and saved, the value entered will also be displayed in the RestfullSwiftPOSAdaptor-CommentsItemId setting here.
Notes …
This setting is shared by all devices that are linked to the Location above.
Notes …
If anyone of the fields sourced are empty or blank the the Product Description will be used by default.
- Member for guest orders – Displays/Enter the ID of the Guest Member that was created to be used as the default Guest Member when no Member is included in An Order (that is, a patron is a Guest and not a Member when they have not signed in). For example 999999999.
- Lookup member by – Select from the drop down list the field used to lookup Members when retrieving/submitting data. For example, MemberNo.
- Turn on quantity checks – Select to ensure either the SOH or Available Servings quantities are checked to ensure the appropriate warnings are displayed when the levels set are reached. Turning on will prevent Items/Products being ordered when no longer available. Once selected the following settings will be available:
Notes …
Whether the SOH or Available Servings quantity is checked, that choice is set here. Also, when this option is enabled, ensure that Available Servings has also been enabled in the Table Tracking Settings at the SwiftPOS Touch terminal.
- Turn on quantity checks continued …
- No stock qty – Displays/Set the quantity at which a No stock warning (configured below) will be displayed against an Item/Product, and therefore is no longer available to be ordered. The quantity set here will be used when checking either the SOH or the Available Servings levels currently available. Set to 0 to ensure no warning is displayed.
- No stock warning – Displays/Set the warning notification to be displayed against an Item/Product when the No stock qty (configured above) has been reached.
- Limited stock qty – Displays/Set the quantity at which a Limited stock warning (configured below) will be displayed against an Item/Product. Set to 0 to ensure no warning is displayed.
- Limited stock warning – Displays/Set the warning notification to be displayed against an Item/Product when the Limited stock qty (configured above) has been reached.
Notes …
Stock Warnings will only be visible against Products that are of the type: Purchased Items, Reciped Items or Production Items.
Receipt Tab
- Receipt Printing – Select from one of the following options available:
- Yes – Select to allow the printing of a Receipt when an Order/Sale has been completed.
- No – Select to ensure no Receipt is printed when an Order/Sale has been completed.
- Prompt – Select to ensure a print Receipt confirmation prompt is displayed when an Order/Sale has been completed.
Notes …
If the Prompt option above is selected, then the receipt image can be optionally hidden from showing on the device by selecting the Do Not Display Receipt option below.
- Do Not Display Receipt – Select to ensure a Receipt is NOT displayed on the TouchMini device when an Order/Sale has been completed.
Notes …
It is recommended that this option is selected when the Cash Payment option is selected.
Notes …
This should only be selected if the Receipt returned by the POS API is NOT required.
Service Tab
- What service are you offering? – Select from the drop down list one of the following:
- What service are you offering? continued …
- Quick Service – Select to display the following options.
- What service are you offering? continued …
- Quick Service continued …
- No Order Tags required – Select to ensure Orders are NOT tagged.
- Quick Service continued …
Notes …
Order Tags are tags that are added to an Order and generally provide information regarding the delivery location of an Order. This can be in the form of a fixed location (VIP room), a buzzer, a name, a table, a seat, etc.
- What service are you offering? continued …
- Quick Service continued …
- Specify a fixed Order Tag – Select to specify a fixed location the TouchMini device is assigned to. For example, the Table number to which the TouchMini Tablet is assigned. Once entered, this information will be tagged to the Order. Once selected the following setting will be available:
- Quick Service continued …
- What service are you offering? continued …
- Quick Service continued …
- Specify a fixed Order Tag continued …
- Location Tag – Displays/Enter the fixed location. For example, the Table 10.
- Specify a fixed Order Tag continued …
- Quick Service continued …
- What service are you offering? continued …
- Quick Service continued …
- Prompt for an Order Tag – Select to prompt Clerks/Staff for the entry of the patron’s location in support of the delivery of the Order. Once entered, this information will be tagged to the Order. Select to display the following fields:
- Quick Service continued …
- What service are you offering? continued …
- Quick Service continued …
- Prompt for an Order Tag continued …
- Prompt – Displays/Enter the prompt a patron will see when being prompted for the location of the TouchMini device. For example, Enter your Table number.
- Prefix – Displays/Enter an appropriate description that best describes the location the patron enters. For example, Table. This will then result in Table 15 being displayed on the TouchMini device, as opposed to just the identifier 15 (being the Table number the patron enters).
- Prompt for an Order Tag continued …
- Quick Service continued …
- What service are you offering? continued …
- Event area service – Select to display the following options.
Notes …
When the Event area service option is selected, by default the configuration of the Member tab is disabled. Instead it will appear as follows:
To ensure configuration of the Member’s tab is enabled, ensure this option is NOT selected.
- What service are you offering? continued …
- Event area service continued …
- Grid to select from – Select to display the TouchMini’s Event Areas in the form of a grid. For example:
- Event area service continued …
Notes …
Event Areas will only be displayed when there is an Event Session currently in progress and the TouchMini is assigned to a Location that is associated with the same Event Session.
- What service are you offering? continued …
- Event area service continued …
- Specify a fixed Order Tag – To be made obsolete. Not supported with the Event area service option.
- Event area service continued …
- What service are you offering? continued …
- Table Service – Select to enable Table Service. Once selected Clerks/Staff will be able to submit and make payments for Table Orders using any one of the TouchMini supported devices or send them to Touch to be finalised later.
Notes …
It is recommended that the Location be activated with the Submit orders directly to POS Terminal option selected, as this will also ensure POS API is in use.
Also, the Allow POS API to Finalise Tables With No Remaining Balance option is now available to be selected, to ensure Tables are finalised and closed when payment is received in full for the outstanding balance.
Table Service does NOT currently support Auto Group, Split payments, Covers and Seat Numbers. These are coming soon.
- Enable Auto Finalise – Select to ensure paid Orders are automatically finalised at Touch. When selected this option will override the Auto Finalise settings at Touch.
Notes …
Enabling of this option will only make it available to OrderAway when using the POS API. It is NOT available to 3rd Party Integrations.
- Enable Auto Group – Select to ensure Orders placed within the Auto group delay time set, are grouped together and sent as a group to KVS’s and/or Kitchen printers. Similar to Bistro ordering at Touch, this is the TouchMini equivalent. The grouping is identified by the Location Suffix embedded in the QR Code scanned at the Table, and associated with each Order placed at the same Table. Refer to Grouping Orders for more information. Once selected the following setting will be available:
- Enable Auto Group continued …
- Auto group delay (minutes) – Displays/Enter the delay in minutes an Order will be delayed prior to submission. All Orders placed within the time in minutes set will be grouped together. A value of 0 indicates the grouping of Orders will NOT apply.
Notes …
Enable Auto Group is only available, to enable, when the Submit orders directly to POS Terminal option is selected during Location Activation. This feature is NOT available for 3rd party ordering integrations.
Once selected the following settings will be available:
- Show cancel menu icon continued …
- Pre-cancel message – Displays/Enter a message for the prompt that will be displayed when the Cancel menu option is selected.
Refer to Patron Service Configurations for more information.
This completes CONFIGURATION TABS For TouchMini