Ronnie Stanford

Created May 23, 2024

Point of Sale Configuration

Follow these steps to set up Point of Sale for the first time. Buttons and settings can be reconfigured after their initial setup. Jump to the Set Up Buttons section to reconfigure POS buttons.

View Archived KB Article Here (Buttons)

View Archived KB Article Here (Pay Types)

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System Configuration

11 Steps

Click Functions

Click Register

Click System Config

Enter a Register Number between 902-999

Each register number should be unique to the work station.

Enter a number for the default Register Lock Timeout

A register can be locked from the Point of Sale screen at any time. The default Register Lock Timeout will lock the register after the set amount of time to reduce the chance of theft/error.

Click Printer Setup

Enter up to 4 print/save/send options

Typically, these options include a receipt printer, email to customer, print/save to PDF, and printing to a full sized page. These options will display after each transaction if a default is not selected (see below).

Optional: Assign default printers for transaction types

To allow the option to choose a printer or skip printing a receipt after each transaction, leave all checkboxes blank. To default to a printer (expediting the checkout process), select the printer for each row/layout type.

For example, if there is only 1 printer used for receipts at this POS location, check Printer 1 for all options and the printer will automatically print after the transaction.

Optional: Assign default printers for transaction types

Select which printer to use for the cash drawer

This step is typically configured by IT personnel or DM Support. OPOS must first be configured on the device in order to connect a receipt printer + drawer + POS.

Save the settings

Close this menu

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Set Up Buttons

9 Steps

Before you begin:

You must have a bill code/part in system to save to a button.

Buttons cannot be rearranged by drag/drop or any other method. They can be overwritten, but it is best practice to determine their arrangement/order before assigning them.

Click Register Setup

Enter a button Group name (e.g. Store, Quick Adds, Food/Bev, etc.)

There are 3 pages/groups that contain buttons. Each page is limited to 15 buttons, but each button can have an unlimited number of sub-menu options. For example, you can assign a "soda" button and have Coke, Sprite, Dr. Enuf, etc. listed in the sub-menu options. For items that are purchased frequently, we recommend assigning a dedicated button to reduce the number of 'clicks' to add it to the cart.

Select a button

The selected button will turn red when editing. You do not have to go in order and are free to skip lines/buttons if you'd like to keep items grouped together on the page. Any buttons that are not assigned will not show when you return to the register.

Enter the button name into the field "Button Text"

Select the "Visible" box to show the button on POS

This checkbox can hide buttons when not in use. For example, you may set up all of the buttons on one station, but station 2 does not need all of the same buttons. Uncheck the 'visible' box to hide the unnecessary buttons on station 2.

Select the Type from the drop down menu

Right click and search (or F6) in the text field for Item ID

Select the item you would like to add by double clicking or highlighting and clicking 'select.' You can also begin a search by typing \ then the characters you would like to search.

Select 'Add' to add the item

If there is one item in the list, it is a dedicated button. If there are multiple items in the list, selecting the button in the POS process will bring up a sub-menu to make a selection.

Save

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Export/Import POS Buttons

2 Steps

Select Export Buttons

This creates a saved file of the POS Button setup in DockMaster.

On the new station, press Import Buttons

This will open a file locator. Select the saved file from the list to import the buttons. Add/remove any buttons and save.

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Set Up Pay Types

7 Steps

The Pay Types tab contains the pay type settings for the register being defined. It is

important that each register be defined with pay type buttons that are applicable to the

location that the register resides in.

Click Pay Types

Enter each pay type

Standard (with DM Pay integrated processing):
Cash - Stored Cards - Credit/Debit - Check - House Charge

External CC Processing:

Cash - Visa/MC - AMEX - DISC - Check - House Charge

These options may vary, but each desired pay type must be set up in DockMaster in order to be used in Point of Sale.

Enter the button name and select the appropriate checkboxes

Button Visible: Choose whether to hide/show this payment option on this POS register.

Use for Stored Payment Options: A customer must be selected in the POS and a stored payment must be on file in order to use this pay type option.

Use for Credit/Debit: Prompt a terminal (card reader) when this pay type is used or allow for manual card entry.

No Surcharge: Removes any surcharges for this payment type (set up in System Administration in DockMaster).

Enter the button name and select the appropriate checkboxes

F6 in the Item ID field to select the pay type that corresponds with each button

Add the pay type

Save the page

Close to return to the POS menu

Well done!

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