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Point of Sale Configuration

Follow these steps to set up Point of Sale for the first time. Buttons and settings can be reconfigured after their initial setup. Jump to the Set Up Buttons section to reconfigure POS buttons.

Creation Date: May 23, 2024

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System Configuration

1. Click Functions​

Click Functions

2. Click Register​

Click Register

3. Click System Config​

Click System Config

4. Enter a Register Number between 902-999​

Each register number should be unique to the work station.

Enter a Register Number between 902-999

5. Enter a number for the default Register Lock Timeout​

A register can be locked from the Point of Sale screen at any time. The default Register Lock Timeout will lock the register after the set amount of time to reduce the chance of theft/error.

Enter a number for the default Register Lock Timeout

6. Click Printer Setup​

Click Printer Setup

7. Enter up to 4 print/save/send options​

Typically, these options include a receipt printer, email to customer, print/save to PDF, and printing to a full sized page. These options will display after each transaction if a default is not selected (see below).

Enter up to 4 print/save/send options

8. Optional: Assign default printers for transaction types​

To allow the option to choose a printer or skip printing a receipt after each transaction, leave all checkboxes blank. To default to a printer (expediting the checkout process), select the printer for each row/layout type.

For example, if there is only 1 printer used for receipts at this POS location, check Printer 1 for all options and the printer will automatically print after the transaction.

Optional: Assign default printers for transaction types

9. Select which printer to use for the cash drawer​

This step is typically configured by IT personnel or DM Support. OPOS must first be configured on the device in order to connect a receipt printer + drawer + POS.

Select which printer to use for the cash drawer

10. Save the settings​

Save the settings

11. Close this menu​

Close this menu

Set Up Buttons

Before you begin:

You must have a bill code/part in system to save to a button.

Buttons cannot be rearranged by drag/drop or any other method. They can be overwritten, but it is best practice to determine their arrangement/order before assigning them.

12. Click Register Setup​

Click Register Setup

13. Enter a button Group name (e.g. Store, Quick Adds, Food/Bev, etc.)​

There are 3 pages/groups that contain buttons. Each page is limited to 15 buttons, but each button can have an unlimited number of sub-menu options. For example, you can assign a "soda" button and have Coke, Sprite, Dr. Enuf, etc. listed in the sub-menu options. For items that are purchased frequently, we recommend assigning a dedicated button to reduce the number of 'clicks' to add it to the cart.

Enter a button Group name (e.g. Store, Quick Adds, Food/Bev, etc.)

14. Select a button​

The selected button will turn red when editing. You do not have to go in order and are free to skip lines/buttons if you'd like to keep items grouped together on the page. Any buttons that are not assigned will not show when you return to the register.

Select a button

15. Enter the button name into the field "Button Text"​

Enter the button name into the field "Button Text"

16. Select the "Visible" box to show the button on POS​

This checkbox can hide buttons when not in use. For example, you may set up all of the buttons on one station, but station 2 does not need all of the same buttons. Uncheck the 'visible' box to hide the unnecessary buttons on station 2.

Select the "Visible" box to show the button on POS

17. Select the Type from the drop down menu​

Select the Type from the drop down menu

18. Right click and search (or F6) in the text field for Item ID​

Select the item you would like to add by double clicking or highlighting and clicking 'select.' You can also begin a search by typing \ then the characters you would like to search.

Right click and search (or F6) in the text field for Item ID

19. Select 'Add' to add the item​

If there is one item in the list, it is a dedicated button. If there are multiple items in the list, selecting the button in the POS process will bring up a sub-menu to make a selection.

Select 'Add' to add the item

20. Save​

Save

Export/Import POS Buttons

21. Select Export Buttons​

This creates a saved file of the POS Button setup in DockMaster.

Select Export Buttons

22. On the new station, press Import Buttons​

This will open a file locator. Select the saved file from the list to import the buttons. Add/remove any buttons and save.

On the new station, press Import Buttons

Set Up Pay Types

The Pay Types tab contains the pay type settings for the register being defined. It is

important that each register be defined with pay type buttons that are applicable to the

location that the register resides in.

23. Click Pay Types​

Click Pay Types

24. Enter each pay type​

Standard (with DM Pay integrated processing):
Cash - Stored Cards - Credit/Debit - Check - House Charge

External CC Processing:

Cash - Visa/MC - AMEX - DISC - Check - House Charge

These options may vary, but each desired pay type must be set up in DockMaster in order to be used in Point of Sale.

Enter each pay type

25. Enter the button name and select the appropriate checkboxes​

Button Visible: Choose whether to hide/show this payment option on this POS register.

Use for Stored Payment Options: A customer must be selected in the POS and a stored payment must be on file in order to use this pay type option.

Use for Credit/Debit: Prompt a terminal (card reader) when this pay type is used or allow for manual card entry.

No Surcharge: Removes any surcharges for this payment type (set up in System Administration in DockMaster).

Enter the button name and select the appropriate checkboxes

26. F6 in the Item ID field to select the pay type that corresponds with each button​

F6 in the Item ID field to select the pay type that corresponds with each button

27. Add the pay type​

Add the pay type

28. Save the page​

Save the page

29. Close to return to the POS menu​

Close to return to the POS menu