Layouts help you organize the items you sell through the Point of Sale feature. Add merchandise to your layout(s) and then assign a layout to your workstation in order to sell your merchandise.
How it Works
1. Create your Layout
Via the Point of Sale>Layouts subtab:
Click New layout.
Name your layout. This name could be related to the merchandise to be sold (ex: food, drinks, sports gear, etc.) or the location in your facilities where you will sell your items (ex: front desk, back entrance, left-wing hall, main hall, auditorium A, etc.).
Add a product: Search for the merchandise item until it appears in the drop-down list. Click on it to add to the layout below. Items must already exist in the Store>Merchandise subtab. If enabled, SmartRec can track your merchandise inventory as you make sales!
Add a folder: A folder groups items together to make it easier to access them (ex: a beverage folder could contain each kind of beverage while a chocolate bar folder would contain each kind of chocolate bar).
Show a product's image when viewing it on a workstation.
Click the blue crayon icon to color code product items and folders in the layout.
Click the red X icon to remove the product.
Save when finished.
2. What is a Folder?
When you add a product, you add an individual merchandise item to your layout. When you add a folder, you create a group of merchandise items that appears under one product icon in your layout.
Add a folder to group all the beverage items together. A new window opens.
Name your folder and add each product that belongs to the group.
After saving your folder, a product icon representing all the items appears in your layout. In the example below, the 'Beverages' folder contains 3 items.
Click the grey crayon icon to view the folder's contents and to make any necessary changes. Remember to Save your folder and then Save your layout.
Folders cannot be shared between layouts. You must build a new folder in each layout. Each folder can contain a maximum of 25 items.
3. Manage your Layouts
Layouts are located in the Point of Sale>Layouts subtab.
Click the layout's Name to open the layout and to make any necessary changes.
The number of items in the layout is listed under the Items column. A product folder with several items counts as 1 item under this column.
To delete a layout, click its Name, scroll down and click Delete.