In this How-To, we will introduce you to the different cash register layouts.
If you want to specify exactly where each sales item should appear in the cash register view, we recommend using a manual cash register layout. For example, you can position your bestsellers at the top of the cash register view and the deposit at the bottom right.
If you want to centrally manage inventory for multiple stores, we recommend a dynamic cash register layout that automatically adjusts when, for example, new sales items are added or if a sales item is temporarily unavailable.
Note that in a manual cash register layout, changes that affect the sales items must always be made manually.
Add New Cash Register Layout
- In the POS menu, open Sales > Sales Settings.
- Tap on Layouts.
- Tap [+ Add Cash Register Layout] in the Cash Register Layouts section.
- Name the new cash register layout.
- Tap on
to confirm your input.
⮕ The window in which you create your cash register layout opens.
- Tap [+ Add Tab…].
⮕ The Create new Tab window opens.
- In the next step, specify what type of content you want to create. The options available for selection are:
- Manual Grid: select this option if you want the individual items to be placed on a fixed grid.
- Dynamic Content: selecting this option allows you to specify the contents by filtering the attributes.
- Manual Content: choose this option if you want to specify manually which sales items are shown and in which order.
- Import Tabs: if you want to import an existing tab, select this option.
⮕ Depending on the option selected, the layout page opens in a different display.
Manual Grid
- In the Create New Tab window, select the Manual Grid option.
⮕ The layout page for designing a cash register layout with manual grid opens. In the right column, your sales items are displayed in the Items tab. - Select which sales items you want to add to your cash register layout. Proceed as follows:
- Tap on a sales item until it is displayed slightly tilted.
- Drag the sales item to the position on the grid where you want to place it.
- Repeat this with all the sales items you want to add.
Alternatively, you can tap on a free tile. The Search Item window opens. Enter here the name of the sales item you want to add. The search results for your entry are displayed. Tap on the sales item. The sales item is added immediately.
- Tap the Display tab in the right column.
- In the first field, enter a name for your manual grid.
- Select a suitable icon in the Icon field.
- Select the desired item size in the Item Size field. You have the choice between Small, Medium and Large.
Dynamic Content
- In the Create new Tab window, select the Dynamic Content option.
⮕ The layout page for designing a cash register layout with dynamic content opens. - In the right column, in the Content tab, select the content you want to add to the cash register layout. You can filter by Sales Category, by Brands or by Tags.
In our example, we choose the sales category Main dishes.
⮕ All sales items in this sales category are transferred to the cash register layout. - Tap the Display tab in the right column.
- In the first field, enter a name for your dynamic content.
- Select a suitable icon in the Icon field.
- In the Display mode field, choose how you want your sales items to be displayed in the cash register. You can choose between List, Cards, Tiles, Preview and Button.
- Select the desired item size in the Item Size field. You have the choice between Small, Medium and Large.
- Check the Show Search and Filter Bar option to display the search and filter bar in the cash register.
Manual Content
- In the Create new Tab window, select the Manual Grid option.
⮕ The layout page for designing a cash register layout with manual content opens. In the right column, your sales items are displayed in the Items tab. - Select which sales items you want to add to your cash register layout. Proceed as follows:
- Tap on a sales item until it is displayed slightly tilted.
- Drag the sales item to the left column.
- Repeat this with all the sales items you want to add.
- Tap on the Display tab in the right column.
- In the first field, enter a name for your manual content.
- Select a suitable icon in the Icon field.
- In the Display mode field, choose how you want your sales items to be displayed in the cash register. You can choose between List, Cards, Tiles, Preview and Button.
- Select the desired item size in the Item Size field. You have the choice between Small, Medium and Large.
In the Manual Content display mode, you can change the order of your sales items. Tap on a sales item until it is slightly tilted and drag it to the desired position.
Import Tabs
If you have already created a cash register layout on another device, you can transfer tabs from that cash register layout to your new cash register layout. Proceed as follows:
- In the Create new Tab window, select the [Import Tabs] option.
⮕ The Import Tab window opens. - In the Devices step, select the device.
- Select the cash register layout in the Register Layouts step.
- In the Tabs step, select the tab you want to import.
⮕ The tab has been imported to your cash register layout.ƒa
Save Layout
- Tap [Save Layout] after you have created all the tabs you want to add to your cash register layout.
⮕ The cash register layout is saved and available for use.