This outlines the information and steps that are needed to familiarise oneself with, before and during the setting up of a Self Service Kiosk at a swiftpos Venue.
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.
Steps To Follow ▼
- Introduction
- What Is It?
- What Is Required?
- Concepts
- How To Configure Self Service Kiosk?
- Start Using Self Service Kiosk For The First Time
Introduction ▲ ▼
For the purposes of explaining the process of Getting Started with swiftpos Self Service Kiosk, the example of coffee shop Self Service options for The Coffee Drop coffee shop is going to be used and referred to frequently in the content of this article going forward.
What Is Required? ▲ ▼
- The Urbanist font is required to be installed to support swiftpos Self Service Kiosk.
- Venue advertising/branding Images need to be available and added to the different types of Self Service layouts. Refer to How To Add Images To swiftpos for more information. That is, for the:
- Start (welcome) type layout - An image is required depending on the screen size to be used for the Self Service. For example:
1024x768
1366x768
1920x1080 Landscape
This image is not to scale.
1920x1080 Portrait
This image is not to scale.
- Venue advertising/branding Images continued ...
- Menu (including the Master Menu) and Checkout type layout - A banner type image of the size 300h x 1080w pixels is required for the 1920x1080 portrait size. For example:
This image is not to scale.
- Venue advertising/branding Images continued ...
- Order Type type and Summary layout - A banner type image of the size 700h x 1080w pixels is required for the 1920x1080 portrait size. For example:
This image is not to scale.
- Venue advertising/branding Images continued ...
- Out Of Service type layout - An image is required depending on the screen size to be used. For example:
1024x768
1366x768
1920x1080 Landscape
This image is not to scale.
1920x1080 Portrait
This image is not to scale.
Notes...
Images added to Layouts, that are NOT the same size as those mentioned above, will be CENTRE CROPPED. That means, that when images are used that are larger than the size recommended, they will appear cropped in Self Service.
- Products will need to exist for:
- Patrons to select when ordering. These will need to be configured appropriately. That is:
- Be appropriately and correctly priced.
- Have patron friendly images (500h x 500w pixels) is associated with them. This is OPTIONAL. Preferably these need to be set against each Product that is added to a Self Service Menu type layout. Refer to How To Add Images To swiftpos for more information. For example an image for a coffee Product:
- Patrons to select when ordering. These will need to be configured appropriately. That is:
This image is not to scale.
- Products continued ...
- Modifiers/Instructions when ordering specific Products. will need to be configured/identified where appropriate. For example, for each of the sizes of Coffees available for ordering, Modifier/Instruction Products will need to be created so that patrons are able to choose either a Small, Regular (medium) or Large Coffee. Refer to Post Linking for more information. These will need to be appropriately and correctly priced where required. Refer to Post Linking for more information. Also, refer to What Are The Limitations? for more information.
- Families to group together:
- The Products that will be available to patrons for ordering. This is OPTIONAL, but is recommended, as it is helpful when assigning Products to the different Menus in Self Service. For example, Families for Cold Beverages, Cakes, Desserts, Hot Beverages, Toasties, Treats, Wraps, etc.
- The Modifier/Instruction Products identified above. This is OPTIONAL, but is recommended, as it is helpful when configuring Post Links to specific Products. For example, Families for What Size?, With Milk?, With Sugar?, Extras?, etc. Refer to Post Linking for more information.
- The appropriate Clerk Security Group permissions required to access Keyboard Designer in Back Office.
- A touch screen of the size 1920h x 1080w, with Touch installed and operational.
Notes...
A swiftpos POS Terminal (Touch) licence maybe required. If more POS Terminal (Touch) licences are required then please contact your swiftpos Reseller or swiftpos Support.
Concepts ▲ ▼
Checkout ▲ ▼
The Self Service Checkout is the Layout patrons will see when they go to Checkout. It will show the Items they have added to their Order. This Layout is automatically generated when a Self Service option from the Style drop down list is selected. Refer to Checkout images for more information.
This Layout DOES NOT need to be added to a Keyboard in as a Layout POS Key to any Layouts. It will be automatically displayed when appropriate.
Layout Images ▲ ▼
Layout Images or Banners can be added to Layouts and will obviously need to be sized according to the screen size being used for the Self Service Kiosk. Refer to What Screen Resolutions Are Supported? for more information.:
- Checkout - Banner image 300h. The width will depend on the screen size
- Master Menu and other Menus - Banner image 300h. The width will depend on the screen size
- Order Type - No image required
- Out Of Service - Background image depending on screen size
- Start - Background image depending on screen size
- Summary - Banner image 700h. The width will depend on the screen size
Refer to the How To Add Images To swiftpos for more information.
Notes...
I mages added won’t appear In the Keyboard Designer, but will appear in Touch when the Self Service Keyboard is loaded.
Images, by default, will be centred and cropped when displayed in Self Service. They will NOT be resized (shrunk/stretched) to fit the screen size.
Master Menu ▲ ▼
The Self Service Master Menu is the main Layout that will be assigned as the Home Layout in Kiosk. However, this can be changed once further Layouts are added to the Keyboard. This Layout is automatically generated when the Self Service option from the Style drop down list is selected. Refer to Master images for more information.
Menus ▲ ▼
The Self Service Menus are other Keyboard Layouts that function as the Menus on which Products will be displayed. These Layouts will need to added to the Master Menu as Layout POS Keys. Refer to Menu images for more information.
Order Type ▲ ▼
The Self Service Order Type Layout ONLY applies to Kiosk type Self Service, and allows for the patron to set the type of Order type. That is, either Pick Up (Collect/Takeaway) OR Dine In (Eat In). This Layout is automatically generated when the Self Service option from the Style drop down list is selected. Refer to Order Type images for more information.
This Layout DOES NOT need to be added as a Layout POS Key to any Layouts. It will be automatically displayed when when the Dine In Service option is selected.
Out Of Service ▲ ▼
The Self Service Out Of Service (Locked) Layout is presented when the Self Service is locked. This is usually achieved by selecting the Lock Terminal option in the Basic Tools menu or, if configured, the Lock Self Service POS Key in the Admin Layout. This Layout is automatically generated when the Self Service option from the Style drop down list is selected. Refer to Out Of Service images for more information.
This Layout DOES NOT need to be added as a Layout POS Key to any Layouts. It will be automatically displayed when appropriate.
Start ▲ ▼
The Self Service Start (Welcome) Layout is used as the screen saver to which the Self Service Kiosk returns to when there has been no activity for the time set in the Automatic Restart Sale ... setting has elapsed. This Layout is automatically generated when the Self Service option from the Style drop down list is selected. Refer to Start images for more information.
This Layout DOES NOT need to be added as a Layout POS Key to any Layouts. It will be automatically displayed when appropriate.
Summary ▲ ▼
The Self Service Summary Layout is used to confirm to the patron, their Order has been successfully submitted. This Layout is automatically generated when the Self Service option from the Style drop down list is selected. Refer to Summary images for more information.
This Layout DOES NOT need to be added as a Layout POS Key to any Layouts. It will be automatically displayed when appropriate.
Start Using Self Service Kiosk For The First Time ▲ ▼
Once all the above has been completed, start Touch and select the Tools > Change Keyboard option to change the Keyboard to the newly created Self Service Keyboard. Once displayed, the Self Service can be used to do the following:
- Cancel/Restart An Order
- Lock Self Service
- Navigate To Admin
- Pay For An Order
- Place An Order
- Timing Out Of An Inactive Order
- Unlock Self Service
- Update An Order
- View An Order
- Example Of Using Self Service Kiosk
Cancel / Restart An Order ▲ ▼
- Select the Restart button at the bottom of the screen.
- Once selected, this will automatically cancel the current Order and present the Start Layout, if the Start Layout has an Image added. Otherwise, the Order Type Layout will be displayed if the Dine In Service option is selected. If the Dine In Service option is NOT selected, then the Master Layout will be displayed.
Lock Self Service ▲ ▼
To access the Lock the Self Service and thereby render it out of service to patrons, do as follows:
- Touch the very top right hand corner of any one of the Layouts (Menus included) to access the Admin Layout. Then either:
- Select the Go To TOOLS POS key in the Admin Layout and then select the Lock Terminal option in the Basic Tools menu, OR
- If configured, select the LOCK Self Service POS Key in the Admin Layout.
- Once either of the above has been selected, then the Out Of Service Layout will be displayed with the image that was configured HERE.
Navigate To Admin ▲ ▼
To access the Admin Layout, do as follows:
- Touch the very top right hand corner of any one of the Layouts (Menus included). There is no visible indication that there is a touch button there. This is to ensure it's existence is NOT visible to patrons.
Notes...
This ONLY applies to Layouts that have a Layout Image added. The Admin Layout cannot be accessed from Layouts that DO NOT have a Layout Image.
When a Layout has NO IMAGE associated with it, then in order to access the Admin Layout, scroll through the Menu buttons all the way to the very right and select the very top right hand corner to the right of the right most Menu button.
Pay For An Order ▲ ▼
- Select the Pay button at the bottom right hand corner of the screen to proceed to the Checkout.
- Once selected and payment has been complete via the EFTPOS peripheral, the Order will be submitted and the Summary Layout presented.
- If a receipt printer has been configured correctly, a receipt will print automatically, If however there is a requirement to reprint the receipt, select the Reprint Receipt button to do that.
- Select the New Order button to start a new Order.
- If the Dine In Service option is selected, then the Order Type Layout will be presented. Otherwise the Master Menu Layout will be presented.
Notes...
When Auto Numbering is NOT enabled, the Receipt Number will display as the Order Number in the Checkout Layout. As depicted in the above screenshot.
When Auto Numbering IS enabled, the Auto Number will display as the Order Number in the Checkout Layout.
Place An Order ▲ ▼
- Touch the Start Layout to commence an Order.
- If the Dine In Service option is selected, then the Order Type Layout will be presented. Select one of the Order types presented. For example:
- Pick Up (Collect/Takeaway)
- Dine In (Eat In)
- The Master Menu will be presented.
- Select from the Products listed (if any) OR navigate to one of the other Menus listed (under the banner image), and locate and select the Products, to add to your Order.
- Once added, the number of items ordered and the total value of the Order will appear in the Pay button at the bottom right hand corner of the screen.
Timing Out Of An Inactive Order ▲ ▼
If the length of time of no activity monitored at a specific Self Service Touch terminal, exceeds the Automatically restart sale after X seconds time set, then a Do you want more time? prompt will be presented to the patron. If the patron selects No in response, the open Order will be cancelled and the Start (Welcome) Layout will be presented. If the patron fails to respond within the 10 second count down (top left hand corner of the prompt), the open Order will be automatically cancelled and the Start (Welcome) Layout will be presented.
Example of a Time Out with the patron NOT responding to the more time prompt
Unlock Self Service ▲ ▼
To Unlock a Locked Self Service (Out Of Service screen displaying), touch the very top right hand corner of the Out Of Service screen.
Update An Order ▲ ▼
- To change the quantity of any item ordered, select either the - or + buttons as is required.
- To remove an item from an Order, select the - button repeatedly until the quantity is reduced to zero, and the item is removed from the Order.
- To edit the Modifiers/Instructions relating to a specific item, select the edit icon opposite it, to access that Item's Modifiers/Instructions.
- Change as required and then select the Update Order button at the bottom right hand corner of the screen to save the changes.
View An Order ▲ ▼
This ONLY applies to Kiosk type Self Service.
- Select the Pay button at the bottom right hand corner of the screen to display the Checkout Layout.
Example of a Checkout
Notes...
When a patron selects a Pick Up Service Order Type:
When Auto Numbering is NOT enabled, the Receipt Number will display as the Order Number in the Checkout Layout. As depicted in the above screenshot.
When Auto Numbering IS enabled, the Auto Number will display as the Order Number in the Checkout Layout.
When a patron selects a Dine In Service Order Type:
Regardless of the whether the Auto Numbering option is selected or not, neither the Receipt Number nor the Order Number is displayed. Instead the Order Tag and the number entered by the patron will display as the Order Number in the Checkout Layout.
- To exit the Checkout Layout, select the Back button.
End of article. ▲