Configuration Tabs

TouchMini v2 - Screens

 

 

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Subjects      ▲ ▼

• Tabs
• When Is It Used?

 

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Tabs      ▲ ▼

• Appearance - This tab does NOT apply to TouchMini v2. It only applies to TouchMini v1.
• Clerk
• Device
• Member
• Payment
• POS
• Receipt
• Service

 

Clerk Tab      ▲ ▼

 

 

 

How should security be handled? - Select from one of the following options available:

• Manually login and logout - Select to ensure Clerk/Staff Sign In/Out manually as required. Once selected, a Clerk Sign-In option will appear at the bottom of the TouchMini Menu screen. Refer HERE for more information.

• 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 Clerk ID - Select to ensure Clerks/Staff Members are not required to login. This will however require a Default POS Clerk to be configured. For example, 9999. Refer HERE for more information.

 

Device Tab      ▲ ▼

 

 

• Device Name - Displays/Enter the name of the device.

 

 

• Device Type - Select from the drop down list the Type of device being configured. That is one of the following:
  • Tablet/Mobile - Used when using a browser-based web application (with no integrated payment facility)
  • All In One Device
  • Kiosk - This is no longer supported, and will be removed.
• 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 configuration for the selected Device and clone the configuration from the Default Device. All new devices can easily be cloned from default configuration. Refer HERE for more information.

 

 

• Reset - Select to erase the current configuration for the selected Device.

 

 

Member Tab      ▲ ▼

 

 

 

• Allow member sign in - Select to ensure a Guest icon will appear in the top right-hand corner of the TouchMini screen, allowing for the signing in of Members when taking Orders.

 

 

 

 

• Allow member sign in continued ... Once selected the following options will be available:
  • 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. When not selected the Member currently signed in will be automatically signed out after an Order/Sale is finalised or cancelled.
  • 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 options 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.
  • EGM Lookup - Select to enable and allow for the entry of the ID of an EGM (Electronic Gaming Machine). Once enabled and the Guest icon (in the top right-hand corner) is selected, the Clerk/Staff Member will be presented with the following prompt:

 

• Allow member sign in continued ...
  • EGM Lookup continued ... Allowing for the entry of the ID of the EGM. Once entered and the EGM Lookup option is selected, the EGM ID will then be able to be printed on all relevant dockets as the Booking Name.

 

 

Payment Tab      ▲ ▼

 

• Integrated Card Payment - Only applicable for All In One Device Device Types. Select to allow for card payments to be made using an All In One Device approved for use. Once selected the following options will be available:

 

 

• Integrated Card Payment continued ...
  • Payment Type - The following options will be available:
    • Datamesh (APAC)
    • Payworks (UK)
    • Positive (UK)
    • Oolio (Adyen)
    • Verizone (NZ)
    • Freedom Pay (UK)
    • Apollo (Global Pay)
  • Surcharge ID - Displays/Enter (if applicable) the swiftpos Surcharge ID to be assigned to any surcharges associated with payments. This will only be displayed when supported by the selected Payment Type.
  • Media No - Displays/Enter the swiftpos Media No to be associated with the payments.
  • Card Payment Discount - Select to ensure Order/Sale level discounts are enabled. Once selected the following options 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.

 

 

• Integrated Card Payment continued ...
  • Card 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.

 

 

• Integrated Card Payment continued ...
  • Card Payment Discount continued ...
    • Label - Displays/Enter the description for the Discount that will appear in TouchMini. A maximum of 6 characters is allowed.

Image to be inserted here ...

Example of how the Discount appears in TouchMini.

 

• 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.

 

 

• 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.

 

 

• Cash Payment - Select to ensure a Cash icon will appear in the footer to allow for the payment in cash of the Order/Sale at the swiftpos Touch Terminal.

 

Example of a Cash option being displayed in TouchMini v2

 

• Cash Payment continued ... Once selected the following options will be available:

 

 

• Cash Payment continued ...
  • Tender Calculator for Change - Select to display a popup to allow for the selection of the Cash tendered and then calculate the change to be returned to the patron.

 

Example of the Cash tendered popup

 

 

• Enable Voucher Redemption - Select to ensure Vouchers can be redeemed as a alternative payment option. Refer HERE for more information.
• Member account charge - Select to allow Members to be able to pay by charging to an Account. Once selected the following options 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. Once selected the following options will be available:

 

 

Example of a Member added to an Order and the Account payment option being displayed.

 

• Member Account charge continued ...
  • Enable swiftpos account charge processing continued ... If left unselected, then configure the remaining settings to enable non-swiftpos accounts to be charged.

 

 

 

• Member Account charge continued ...
  • Media no - Displays/Set the Media No to the swiftpos Media No to be used when charging a Member's Account. For example, 90.
• Points Charge/Redemption - Select to allow the payment of an Order using a Member's accumulated Loyalty Points. Once selected the following options 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. For example, 529.
  • Points Redemption Ratio - Displays/Set the ratio at which points will be redeemed. For example, 100.

 

 

Example of paying with Points when the Points charge/redemption option is selected

 

• Other Payment - This is currently NOT supported with TouchMini v2.

 

Datamesh (APAC)      ▲ ▼

If selected, then the following options will be available:

 

• Surcharge ID - Refer HERE for more information.
• Media No - Refer HERE for more information.
• Card Payment Discount - Refer HERE for more information.
  

 

Payworks (UK)      ▲ ▼

If selected, then the following options will be available:

 

•  Media No - Refer HERE for more information.
• Card Payment Discount - Refer HERE for more information.
  

Positive (UK)      ▲ ▼

If selected, then the following options will be available:

 

• Media No - Refer HERE for more information.
• Card Payment Discount - Refer HERE for more information.

 

Oolio (Adyen)      ▲ ▼

If selected, then the following options will be available:

 

• The following options are only visible if the All In One option is selected against the Device Type setting in the Device tab:
  • Enable Local API – Select to enable.
  • Enable Tipping – Select to ensure that a prompt for Tipping is enabled when taking a card payment. Refer HERE 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 Get Your API Key for more information. The steps they would follow can be found HERE. The Oolio Pay KYC team should have also enabled the Terminal API for the Merchant. Refer 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
  • Surcharge ID - Refer HERE for more information.
  • Media No - Refer HERE for more information.
  • Card Payment Discount - Refer HERE for more information.

 

Verizone (NZ)      ▲ ▼

If selected, then the following options will be available:

 

•  Media No - Refer HERE for more information.
• Card Payment Discount - Refer HERE for more information.

 

Freedom Pay (UK)      ▲ ▼

If selected, then the following options will be available:

 

 

• Store ID - Displays/Enter the ID of the Store provided by Freedom Pay (UK).
• Terminal ID - Displays/Enter the ID of the TouchMini Device.
• Tipping - Select to enable.
• Media No - Refer HERE for more information.
• Card Payment Discount - Refer HERE for more information.

 

Apollo (Global Pay)      ▲ ▼

If selected, then the following options will be available:

 

• Adjustment Passcode - Displays/Enter the passcode provided by Apollo (Global Pay).
• Tipping - Select to enable.
• Surcharge ID - Refer HERE for more information.
• Media No - Refer HERE for more information.
• Card Payment Discount - Refer HERE for more information.

 

POS Tab      ▲ ▼

 

• 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 HERE for more information.

 

 

• 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 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 the Product Search option is enabled in the TouchMini Tools menu, enabling the searching of Products other than those found in the Menus. Refer HERE for more information.

 

• Override Default Price Level - Select to override the override the Location's Default Price Level that is normally used for Guest/Non-Member Orders. Once selected the following options will be available:

 

• Override Default Price Level ID continued ...
  • Guest Price Level ID - 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.

 

 

• List Menu Items by - Select from the drop down list the swiftpos field used to source the name of Menu Items. The following Product Description will be used, depending on the option selected:
  • Description - The Product Description will be used. This is also the default.
  • Short Description - The Short (16 Char) description will be used.
  • Long Description - The Alternate Description will be used.
  • Layout Caption - The Caption associated with a Product POS Key.

 

 

• Member No 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 Using - Select from the drop down list the field used to lookup Members when retrieving/submitting data. For example, MemberNo.
• Enable 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 options will be available:

 

 

 

• 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.

 

 

Receipt Tab      ▲ ▼

 

• Receipt printing - This is no longer supported, and will be removed.
• Do not display receipt - This is no longer supported, and will be removed.
• QR-code enabled Receipt - Select to ensure a QR code is generated for the receipt when an Order/Sale is finalised. Refer HERE for more information.

• Customise receipt header/footer - Select to allow for the customising of the Receipt header/footer information. Refer HERE for more information. Once selected the following settings will be available:

 

 

 

 

Service Tab      ▲ ▼

 

• What service are you offering? - Select the service being offered from the following:
  • Quick Service
  • Event area service
  • Table Service
• Table Order Type - Select from the drop-down list one of the following:
  • Eat In
  • Delivery
  • Pickup
• Enable Call Away - Select to ensure the Call Away of courses is enabled. Once selected the following options will be available:

 

 

• Enable Call Away continued ...
  • Print Items On Call Away Group - Select to ensure Kitchen dockets are printed for the Items/Products assigned to the Print Group that is called.
• Enable Auto Finalising – Select to ensure paid Orders are automatically finalised at Touch. When selected this option will override the Auto Finalise option at Touch.
• Show cancel menu icon - Select to ensure a Cancel option will appear in the footer section of the TouchMini screen one an item is added to an Order. This will allow for the Order to be cancelled.

 

• Show cancel menu icon continued ...
  
  • Once selected the following options 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.

 

Quick Service      ▲ ▼

 

• What service are you offering? - Select from the drop-down list the Quick service option to ensure the TouchMini device is ready to be used in a Quick Service mode and the Quick service configuration options are displayed. Also, to ensure the Quick Service configuration options are displayed.
• Mode of assigning Tags to orders - Select one of the following:
  • No Order Tags required - Select to ensure Orders are NOT tagged.

 

 

• Mode of assigning Tags to orders 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:

 

• Mode of assigning Tags to orders continued ...
  • Specify a fixed Order Tag continued ...
    • Location Tag - Displays/Enter the fixed location. For example, the Table 10.

 

 

• Mode of assigning Tags to orders 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:

 

• Mode of assigning Tags to orders 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 the 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).

 

 

 

 

Event Area Service      ▲ ▼

 

 

 

• What service are you offering? - Select from the drop-down list the Event area service option to ensure the device is Event aware and able to be used for Venues holding Events. Also, to ensure the Event area service configuration options are displayed. Refer HERE for more information.
• Mode of assigning Tags to orders - Select one of the following:
  
  • Grid to select from - Select to display the TouchMini's Event Areas in the form of a grid. For example:

 

 

 

• Mode of assigning Tags to orders continued ...
  • Specify a fixed Order Tag - To be made obsolete. Not supported with the Event area service option.

 

Table Service      ▲ ▼

 

• What service are you offering? - Select from the drop-down list the Table service option to ensure the TouchMini device is ready to be used when taking Table Orders. 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. Also, to ensure the Table Service configuration options are displayed.
• Mode of assigning Tags to orders - Select the following:
  • Grid to select from - Select to display the Tables, in the form of a grid, that are currently assigned to the Location the TouchMini device is being used in. For example:

 

 

Refer HERE for more information.

 

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When Is It Used?      ▲ ▼

Used to configure TouchMini v2 devices. They are accessed by selecting the Name of a Device listed in TouchMini Devices section. Refer HERE for more information. To configure a device, refer HERE for more information.

 

End of article      ▲