Table of Contents
83 NP Self Service
83.1 POS Setup
83.2 POS Action
83.3 POS View
83.4 Special Buttons for Self-service POS:
83.5 Major Tom for Self-service
83.6 Specific POS Theme
83.7 EOD Concept for a Self-service POS
83.8 Configuration Checklist
There are specific POS Actions for the Self-service mode. On the POS unit that is dedicated for Self-service, the POS setup is configured from the POS Named Action Profile.
Apart setting the Profile, you need to specify if the POS Unit is going to be used for a normal cash register or as an unattended Self-service register.
In that case, you will need to specify POS Type as Unattended.
You will note that the POS Actions for self-service are specific and has a pre-fix "SS" to differentiate them from the normal POS Actions.
This built- in action displays the self-service admin menu.
This built in function deletes sales or payment line from the POS
This built in function handles idle timeout in self service POS
This is a built-in action for self-service, inserting an item line into the current transaction
This built in function sets the item addon values
This built in function locks the POS
This built in function for Unattended payment
This built in function changes to payment view
This is a build in function to change quantity.
This is a build in function to change quantity.
This built in function changes to sale view
This built in actions starts the POS in Self-service mode
This action prompts for a employee (customer) number prior to starting the POS.
As the POS is locked on the login screen, with predefined buttons and most importantly as it is unattended a Self-service user should not be able to do any configuration or administration work like changing the URL, or Salesperson code, reprint a ticket and so on.
The "POS Admin Menu" feature is implemented in Major Tom so you can switch to POS and run a preconfigured pos action. In the backend, it is configured in "POS Named Action Profile" of the Unattended POS Unit.
In the POS setup Card, we can set the link to a POS Menu which is user definable.
For example, you can have the following:
This function is used to delete a line in both Sale and Payment view of the POS. Hence, we can set a button in a POS Menus to delete a line.
We also use the SS-DELETE-LINE action to trigger the remove of a line in the Cart View . This is set in the Json for the Cart as defined in a View.
This function is just like Item POS Action, but it is a built-in action for self-service. It will insert an item line into the current transaction.
The SS-ITEM-ADDON is like the Item AddOns POS action that allows you to get a popup that will present to you a list of items in a menu format (for example, Burger Menu).
Then there is also the function whereby you can associate a list of items to a main item whereby when you sell the main item, the menu is automatically show on the screen for you to select from. This is used for extras that can be order when buying the main item.
This built in function locks the POS. It is the login page. In the Self-service logic, if we want to exit the sales or payment view and back to the login view, we can use the following in the POS Menus:
This built in function for Unattended payment. In practice, it will work with Credit Cards (EFT). You will need to set the EFT interface for the payment type Terminal T for it.
We set the payment button to terminal T as payment method in the POS menu.
This built in function changes to payment view.
SS-QTY- & SS-QTY+
This is a build in function to change quantity. It is used in the Item POS Action, Item AddOn and the Cart View.
In the Cart View, you will find the configuration in the Json for Cart View
The POS Actions SS-QTY+ & SS-QTY- , can also be used in a button format.
This built in function changes to sale view to sales screen. On the button, you can define any caption, but if you want to go back to the sales screen, then the POS action to be used will be SS-SALE-SCREEN.
This built in actions starts the POS in Self-service mode. You set it up on the POS menus as well as in the POS Setup for unattended POS unit.
The same POS Action is set in the POS Named Action Profile for a POS Unit that is used for Self Service and used as Login Action Code.
This action prompts for a customer number prior to starting the POS. On pressing the button for login, we have a prompt to insert a customer no. When we move to the Sales Line, the customer is set to that sale.
Note: It is a similar function to SS-START-POS, but with the difference that it has a prompt to scan or insert a customer number prior to starting the sale.
The POS View is customised according to what you require to see on the screen. But for the Self-service environment, there are additional features that we need to consider:
What happen if a customer starts a transaction & leave it as is, without proceeding further? You will need a logic of Timeout. The timeout is set in the Json of the view itself.
caption: "Do you wish to continue",
buttonCaption: "Yes, but I need more time",
In this logic, we can set the message in more than one language in the codeunit 6150702 "NPR POS UI Management". A developer will need to define the message in different languages to be used on the Self-service.
What kind of view do you wish to have? Is it a classic sales grid view with the POS sales lines or a Cart View?
CART VIEW Json
What kind of login view do you wish to have? It needs to be a simple to operate like a button to press.
If you are using image, it is recommended that you insert the image in the Json, instead of doing a POS menus, with a Background Image URL for it as above.
Also if in the POS Menu Button, you insert a URL and you do not have a description in the description field, you need to set Enabled to No to avoid issue if you touch the image on the touch screen.
Option Plus / Minus on the button.
The additional logic in the POS menus is that on POS Action Type ITEM, we can show a Plus or Minus sign on the button. This Plus or Minus sign will be used as the SS-QTY- & SS-QTY+. You will be able to increase or decrease quantity on the sales line. It is set on POS Menus line.
Display in button.
If you look at the syntax on the Caption, you can interpret it as follows:
<big>, <Small> , <Medium>, <h1>, <h2> : Size of the letter
Day Ticket / From Age 3/100 DKK : The actual caption (hard-coded)
Sum (12, 6,"31001") : The sum of all quantities for item number "31001" in sales line. (Field 12 = Qty & 6=Number – from Table 6014406 - Sale Line POS)
Using SS-ITEM-ADDON in the Self-service environment
- To have a menu with a list of items so that we can select from it.
Each time you buy the main product, you will be able to choose one or all the Item Addon. Note that the configuration of the Item Addon is to have a fix quantity of one of the sub-products. You cannot choose more than one of each product.
Configuration of Kiosk mode
The version of Major Tom has a kiosk mode that is configured for unattended POS.
Just touch the screen on the bottom edge with two fingers, then swipe all the way up to the top. Most screens have a non-touch sensitive bezel, so the best way is to start the gesture on the bezel area, then swipe up across the screen and end the gesture again on the bezel area. This way the touch is for sure going to be detected within the bottom 10% and will for sure end within the top 10% of the screen height.
Do not forget to re-start the Major Tom Application for the configuration to take effect.
To access the Admin View, you can use either a keyboard, or RFID or keypad gesture as explained above. It will depend on your configuration.
The POS menu is user defined:
To create a new POS theme, you will need the following:
When testing, we might experience specific issues like the dialogue is in white on a white background. It seems that STD payment dialog with Adyen EFT is showing white font on white background. This issue was addressed in the FIXCSS below.
By default, a Self-service POS is unattended, hence there is no function to do a balancing and no salesperson will do a balancing on that POS.
- From the Balance Payment Bin Card you should find the sums for each payment method in the Transferred amounts column
- Create POS Store (It is Optional, depending on locations, posting setup etc)
- Create POS Unit, with the following specificities
- POS Type – Unattended
- POS View Profile
- The After End of Sale View must be set to Login View.
- POS Theme is optional
- POS End of Day profile – Needs Master & Slave setup. Master POS Unit to be identified
- If the Payment Dialogue from Ayden is white on a white background, then there is a fix for it. A CSS (FIXCSS.css) file needs to be installed for the payment dialogue from Terminal T (Adyen). If this fix is not appropriate, then a new CSS will need to be done.
- Print Template for ticket with the specific printer format
- Configure Major Tom for Self-service
- Admin Menus
- Configure Hardware
- Flexi Outdoor Kiosk
- Adyen Payment terminal
- Boca Printer
Currently, we have our first client who has chosen our Self-Service solution for their outdoor kiosks. They have selected the following hardware which we support:
Flexi Outdoor Kiosk
FLEXI Outdoor Wall (Newline) is a wall-mounted interactive kiosk based on the FLEXI Outdoor unit. This unit is customizable with many of the same components as the FLEXI Outdoor and the Access Gate editions despite the smaller size. A sleek model that fits well to many different projects with the need for interactivity.
The Newline product line is made in the latest developed aluminium profile with a minimalistic design and feel. Characteristics for the Newline models are a flat uniform design combined with the monitor being one with the surface.
More information can be found on https://www.conceptkiosk.com/product/flexi-outdoor-wall-newline/
Adyen Payment Terminal
Verifone UX Series
For always-on or after-hours self-service, the UX Series is ready to accept payments at any time.
Its speed is the focus whether entering a pin or tapping a card, while using preferred payment methods.
It is built with the outdoors and anti-tamper measures in mind to protect information from the elements.
More information can be found on https://www.adyen.com/pos-payments/terminals/verifone-ux-series
The Lemur-X is one of our smallest thermal desktop ticket and label printer.
TLS - Boca Systems offers the Lemur-X as a standard with an adjustable 2" - 3.25" 200 dpi print width, cutter unit and serial & USB interfaces. The LEDs provide feedback in error conditions. The printer allows you to print on ticket stock with a maximum thickness up to .010".
More information can be found on https://tls-bocasystems.com/en/788/lemur-x/
Different Layouts that we have live companies: