Defining and Editing Cash Register Key Sets in Web

 

In Sportsman you can create additional cash register keys to sell day passes, merchandise, or charge a fee. You can add these keys to the default key definition or create an entirely new keyset. If, at any time, you find yourself in need of additional support, please contact our Technical Consultants at support@peakinfo.com or 801-572-3570 x2.

Prerequisites: The Point-of-Sale software module must be licensed in order to create cash register keys. Also, the user needs the Cash Register Management user right enabled to add register keys.

This Document will cover:

ü  Defining a New Cash Register Key Set

ü  Adding a New Button, Caption, or Image

ü  Editing Key Definitions

ü  Removing a Button, Caption, or Image

 

Defining a New Cash Register Key Set

To begin, navigate to Define > Cash Register > Cash Register Key Definitions then click the [Add] button.

You may then choose to begin from scratch by selecting Blank, or create a copy of an existing key set definition and make changes as needed. In this example, we’ll begin with a blank cash register screen.

 

Select [OK] to proceed to the Cash Register Designer screen where you will be able to add buttons, captions, images, adjust settings, and modify placement of all of your added items.

Before arranging your keys, you’ll want to set your [Cash Register Settings].

Cash Register Name: Give your key set a title.

Options Menu Layout: Choose from Horizontal or Vertical orientation.

List Font Size: Allows you to select font size from small to extra-large for lists.

Designed For: Select the size of screen you will be using this key set on, ranging from a full computer screen to a small cell phone screen. For this example, we will design for ‘Full Screen’

Stack once width is below: Allows you to select the screen size at which items should stack rather than remaining in place. (Think, using a key set on a cell phone that has been optimized for a monitor.)

Select [Done] once your settings are complete. Now you can begin adding buttons, captions and images to your screen.

 

Adding a new Button, Caption or Image

To add a cash register button, select [+Button] key from the top of your screen

Enter the button text, then select what Type of button you’d like to create.  You can link the new button to one item or a category of items like Fees, Merchandise or only food items.

The Activity Registration and Facility/Park Reservations buttons are already included on the default keyset.

 Other key options include:

Ø Additional Keys: links to another set of keys that can be defined for each concession item.

Ø Daily Pass: links to a specific day pass.

Ø Fees: this key can link to a list of all fees that have been defined or a specific fee.

Ø Mass admittance: brings up a screen to enter a group’s admittance count.

Ø Membership Sales: is included in the default keyset to sell memberships.

Ø Membership Renewals: provides a shortcut to renew a patron’s expired membership.

Ø Merchandise: can link to a list of items by category or a specific item.

Ø Open Cash Drawer: opens the physical cash drawer without a sale.

Ø Rental: links to all rental items or a specific category i.e. locker rentals.

Ø Gift Cards: to sell gift cards with a default dollar amount or custom amount.

Ø Individual admittance: can look up a patron to record an admittance into the facility.

Ø UPC Code Entry(manual): can sell a merchandise item by entering the UPC code.

 

Next you will select the Button Color, Text Color, Font Color, Font Size and Caption Group from the appropriate drop-down lists.

Select an Icon for your button by clicking the [Select Icon] button. In the Icon Manager screen, you can search for a specific icon using the search field or you can simply scroll down the list. You may also choose to upload an icon so long as you have the rights to use it legally. In our example, we select the dollar sign for fees.

 

Once you have selected your Icon, click the [OK] button to continue. Once you’ve completed your selections, press [OK] to save and return to the Cash Register Designer screen. Locate your button, then click and hold to drag it to where you want it located on the cash register screen. You can also resize the button by clicking and holding the bottom-right corner of the button.

Once you’re happy with the size and placement of your new button, you’ll click [OK] to save.

Now pull up your register and you will see the new button will appear.

To add a Caption to your cash register screen, select the [+ Caption] button.

Caption Text: Enter your text here. You can use captions to create headers for categories like Day Passes or Memberships, or to simply display text on your cash register screen.

Text Color: Select from a list of available colors.

Text Align: Select from Left, Right or Center

Select Icon: Choose an Icon to appear next to your text

Click the [OK] button once you have completed your changes. Locate your caption on the Cash Register Designer screen, then click and hold to drag it to where you want it located on the cash register screen. You can also resize the button by clicking and holding the bottom-right corner of the caption.

 

To add an Image to your cash register screen, select the [+ Image] button

Select the Hide on mobile checkbox to disable the image from appearing on a condensed, mobile view. Hit the [Select Image] button to select from a list of previously uploaded images, or upload a new image from your device.

Click the [OK] button once you have completed your changes. Locate your image on the Cash Register Designer screen, then click and hold to drag it to where you want it located on the cash register screen. You can also resize the button by clicking and holding the bottom-right corner of the image.

 

Editing Cash Register Keys

To begin, navigate to Define > Cash Register > Cash Register Key Definitions

Double-click on or select the key definition you would like to edit then click the [Edit] button. In our example we selected the Default key set. The Default is a legacy keyset but there are also options to create your own custom cash register keyset layouts.  

In the Cash Register Designer screen, click the cog in the upper right corner of the button you want to edit. In our example we are changing the fee button to Daily fees.

In the Button Settings screen, you can enter or change the button name in the Button Text field, select the button Type, Color, Text Color, Font Size, and Caption Group. You can also select a list of options within the type chosen, or select a specific item. Click [OK] once you’ve completed your edits.

 

 

Removing a button, caption or image

If you need to remove a button from the cash register, navigate to Define > Cash Register > Cash Register Key Definitions

Double-click on or select the key definition you would like to remove the button from, then click the [Edit] button. In our example we selected the Default key set. The Default is a legacy keyset but there are also options to create your own custom cash register keyset layouts.  

In the Cash Register Designer screen, click the cog in the upper right corner of the button you want to remove. In our example we want to remove the [Test Button] we created earlier.

In the Button Settings screen, click the [Delete] button.

This will remove the button and return you to the Cash Register Designer screen. Select [OK] to save your changes.

 

SM:CR/POS:B:April22