- About a POS Products and Services Grid
- Prerequisites to Building a POS Products and Services Grid
- Building a POS Products and Services Grid
- Tutorial Video - Building a POS Products and Services Grid
- Using Subpages on a Products and Services Grid
- Adding an Image to a Tile
- Adding a Colour to a Tile
- Changing POS Location of a Products and Services Grid
About a POS Products and Services Grid
A POS products and services grid contains the products and services that a POS user navigates through to add to an order for a customer. The grid displays on the POS screen with non-menu category tiles that each contain services and products. An individual product tile (i.e., not a service) can also be on the grid.
When a category tile is tapped, the screen displays the services/products of that category for the user to add to the order.
When a product tile is tapped, the product is added to the order.
Prerequisites to Building a POS Products and Services Grid
Before building a products and services grid, note the following:
- A products and services grid is assigned to a POS location of type "service" (i.e., a POS service location). A POS service location is configured by your customer success manager (CSM) or Support. Contact your CSM or support to configure a POS service location.
- The products and services that you want to assign to the grid must first belong to a non-menu category. See Creating Non-Menu Categories in POS for Products and Services.
Building a POS Products and Services Grid
To build a POS products and services grid, complete the following steps:
- In Touch Admin, select POS Settings > Grids. The Grids screen appears.
- Click the Add a Grid button at the top right of the screen. The Add POS Grid pop-up appears.
- Enter or select the following:
- Name - provide a name for the grid that identifies its location (e.g., “Hair Salon”, “Spa").
- Grid type - select Products and Services.
- POS Location - select the POS service location the grid will be used at.
- Click the Add POS Grid button. You are returned to the main screen where the newly-added grid is listed.
- Click the grid name link. The Grids screen appears.
- Continue with Creating a Category Tile below, and, optionally, the Creating a Product Tile below.
Creating a Category Tile on a Products and Services Grid
A category tile contains the products and services assigned to that category. To create a category tile, complete the following steps:
- Click the Add button of the first tile (first screenshot below). The Add New Tile pop-up appears (second screenshot below).
- Click Category at the top of the pop-up.
- From the drop-down, select the category to be assigned to the tile.
Note: As noted above, the category must be set up as a "non-menu" category for it to be available from the drop-down for assignment to the products and services grid. A non-menu category is created by selecting the This category can be applied to non-food products check box for the category (screenshot below). See Opening a Non-Menu Category to access this check box. - Click the Add New button. You are returned to the main page, where the newly-added tile appears. Note that the top of the tile is CATEGORY.
- Repeat the above steps to add other category tiles.
Creating a Product Tile on a Products and Services Grid
A product tile consists of a stand-alone product (i.e., not a service) that has been entered in the POS system. To create a product tile, complete the following steps:
- Click the Add button of the tile to be a stand-alone product (first screenshot below). The Add New Tile pop-up appears (second screenshot below).
- Click Product at the top of the pop-up.
- From the drop-down, select the product to be assigned to the tile.
Note: For the product to be available from the drop-down, it must be assigned to a "non-menu" category, even though the product is being added as a stand-alone product and not offered via its category. A "non-food category" is created by selecting the This category can be applied to non-food products check box for the category (screenshot below). See Opening a Non-Menu Category to access this check box.
- Click the Add New button. You are returned to the main page, where the newly-added tile appears. Note that the top of the tile is PRODUCT.
- Repeat the above steps to add other product tiles.
Tutorial Video - Building a POS Products and Services Grid
From the 0:33 to the 1:24 mark, the video below explains how to build a POS products and services grid.
Using Subpages on a Products and Services Grid
The system allows a tile to be configured as a subpage, which in turn exposes another 16-tile grid. A subpage allows for another means to organize products and services and also is a solution to deal with situations in which the original 16-tile grid is going to max out.
An example of a subpage is “Hair Products”, which contains a “Shampoo category” category tile and a “Conditioners” category tile.
(Right-click image to open and expand in a new tab)
To create a subpage, complete the following steps:
- Select POS Settings > Grids. The Grids screen appears.
- Click the grid name link of the Products and Services that requires a sub page. The screen specific to the products and services grid appears.
- Click the Add link for an empty tile (first screenshot below). The Add New Tile pop-up appears (second screenshot below).
- Click Sub page at the top of the pop-out. The pop-out refreshes accordingly.
- In the Sub Page Name field, enter a name for the subpage tile.
- Click Add New. The pop-up is closed and a grid of empty tiles appears in a slide-out panel for the newly-created subpage.
- Create the category tiles and product tiles as needed. Instructions to do so are in the separate articles above:
- You are returned to the main screen where the newly-added page appears. Note that the top of the tile is SUB_PAGE and the sub-page icon (
) exists for you to click to edit the tiles of the sub-page.
Adding an Image to a Tile
A tile on a products and services grid can be branded with a system image for easier identification on the POS. Note that the images are available are system images and at this time there is no ability to use outside images or edit existing system images. To add an image:
- Select POS Settings > Grids. The Grids screen appears.
- Click the grid name link of the grid you want to edit.
- For the tile you want to add an image to click its image icon. The Add Image screen appears displaying a library of system images.
- Select the desired image and click the Save button. You are returned to the main page where the tile displays its newly-added image.
Adding a Colour to a Tile
A tile on a products and services grid can be branded with a colour for easier identification on the POS. To add a colour:
- Select POS Settings > Grids. The Grids screen appears.
- Click the grid name link of the grid you want to edit.
- For the tile you want to add a colour to, either click its edit icon or its paintbrush icon (first screenshot below). The Edit Tile pop-up appears (second screenshot below).
- Click the paintbrush icon (
). The pop-up refreshes with a row of available colours.
- Click the colour you want to add to the tile.
- Click the Edit [name of tile] button. You are returned to the main page where the tile displays its newly-added colour.
Changing POS Location of a Products and Services Grid
The systems allows the flexibility for an existing grid to be assigned to another POS location.
However, the system rule is that if a POS location is currently assigned a grid, then that POS location will not be exposed to another grid for assignment. Therefore, you first have to break the existing POS location/grid assignment to expose that POS location for a new grid assignment.
When you open an existing grid (via POS Settings > Grids), you can see its assigned POS location in the POS Location field at the top right of the screen (below the Update Meal Grid button). To break this assignment, just clear the field and then click the Update Grid button.
With the grid assignment broken, the POS location is now available for a new grid assignment, which is done by selecting the new POS location from the POS Location field and clicking the Update Grid button.