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  1. ID - give the terminal a name that describes which POS workstation or Area it will connect to.

  2. Description - additional description is optional for internal view only.

  3. Default Area - Select the Area that the workstation will default to (keep in mind the Area also determines the default screen group and table layout).

     

    POS Options

  4. Timeout - if idle how long before the terminal signs the server out.

  5. POS Grid Font Size - how wide the member grid lines should be (18 & 19 is the default for touch screens).

  6. Allow Clock In/Out - if using Timekeeping this must be checked.

  7. Clock In Fingerprint Only - only check this field if using a fingerprint device for clock in/out or accessing tickets. 

  8. Clock Out Fingerprint Only - only check this field if using a fingerprint device for clock in/out or accessing tickets.

  9. Clock out confirmation - if using timekeeping it is recommended that this field be checked.

  10. Display Open Drawer Button At Start - if checked, a button in the main POS screen will activate allowing the cash drawer to be opened without having to settle a ticket.

  11. Enable Kiosk Mode - Only used when Kiosk Mode is utilized. Please see our Kiosk Mode manual for additional details.

  12. Exit to Listener On Send - if checked, the workstation will exit back to Employee login screen after Send is selected in the POS. This is typically used when more than one server will be using the same Workstation.

  13. Stay on Screen After Send - if checked, the user will stay in the POS screen after send. This setting is mostly used for bar terminals where only one server works the area/terminal.

  14. Suppress Quick Cash Print - if checked, the system will not print a member receipt with Quick Cash Settlements.

  15. Suppress Quick Charge Print - if checked, the system will not print a member receipt with Quick Charge Settlements.

  16. Suppress Member Charge All - if checked, the Member Charge All feature will be removed at the POS.

    Lastly, click Save & Close to complete the setup of the new Terminal. 

Workstation Devices


As mentioned earlier, Workstation Devices are what the user selects when logging in to the POS.

Accessing the Tool

To create a new Workstation Device, navigate to POS across the top toolbar and select Devices.

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The POS Devices Grid will launch.

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The primary functions associated with managing Devices are embedded in the Device setup screen, which can be accessed by clicking the New button, or double-clicking on an existing Device.

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Creating a New Workstation Device

 

To create a new Workstation Device, perform either of the following to launch the POS Device setup screen:

a)      Click the New icon on the toolbar.

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b)      Right-click anywhere on the POS Devices Grid and select New.

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The POS Device setup screen will launch.

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General Information

  1. Name - enter a Name for the new Workstation Device. Again, this will be the name that appears in the Select Device drop down at the POS.

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  2. Description - provide a Description of the new Workstation Device (Optional).

  3. Device Type - select Terminal from the Device Type Lookup. This will populate additional Terminal options.

Terminal Information

      4. Terminal - select the new Terminal that was previously created.

Note: Remember, the Area that is attached to the Terminal selected here will be the Area the Workstation Device defaults to when selected at the POS.

      5. Ticket Device select the Ticket Device (Receipt Printer) that should be used for this Workstation.

 

Important:

 

*Please keep in mind that Workstation Devices are concurrent, meaning that regardless of where the user is at the club, if they are logged into a specific Workstation Device, any transactions completed within that Workstation Device will print to the receipt printer that is attached to that Workstation Device.  For example, if the user is in the Fitness Center at the club, but they are logged into the Bar Workstation Device, any transaction that is completed will print to the Receipt Printer that is attached to the Bar Workstation Device.  This is a great feature when using tablets to ring in POS tickets.

 **The concurrent ticket printing feature does NOT apply to Send Tickets (Tickets sent to the Kitchen).  Send Tickets are configured at the Item Category Level. Please see our Clubessential Items manual for more information on Item Categories.

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Lastly, click Save & Close to complete the setup of the new Terminal.

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Downloadable Guide

POS Receipt Printer Setup - Guide

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