Login to POS
Admin, Managers and Booking Agents can access POS by from the left-hand side menu of VM: Apps > Point of Sale > Launch POS
POS operators with no access to the Admin area of the platform can sign in directly via pos.rollerdigital.com
If a user has signed in previously and have a passcode, the login screen will be prompted to use that, or there is the option to 'Use email and password to sign in'
Allocate Device to your POS
1. Once logged in, it will prompt the Device Settings
2. Select a Device to allocate. If a Device hasn't been allocated. If the device is taken it will appear greyed out and if it's available, it will be in bold
Adjust Settings
This is only necessary on the first login or if a setting requires to be deactivated
Once POS is allocated to a device, a list of adjustable Device Settings options will be displayed
Please note that anytime you want to change this, you just need to go to More > Settings in the bottom left corner and select Device from the options
2. Toggle between Yes and No for all the switches that apply:
- Enable POS V2 - this should be on by default as POS V1 will be removed very soon
- Enable "Fast Cash" payments - fast cash enables processing cash transactions by skipping the whole payments page to take a full cash payment (no change calculation). This speeds up the purchase process particularly during peak periods
- Skip "New Customer" details - if data collection isn't necessary, switch this on to skip collecting name, email, address, postcode, and phone number
- Require Post Code in "New Customers" details - makes it mandatory to collect the customer's postcode
- Enable postcode autocomplete in ‘New Customer’ details - automatically adds the customer’s postcode if this has already been captured
- Capture Country in "New Customer" details - makes it mandatory to capture Country for each customer from a preset dropdown list
- Default tender to full amount - defaults cash payments to full tender when you select cash, in order to speed up the purchase process. Please note that if this is not enabled, POS operators will need to enter the amount of cash given by the customer
- Automatically prompt for modifiers - prompts for the POS operator to add, for example, sides to cafe meals or coffee add-ons like sugar and milk. If this setting is not switched on by default, users are still able to add these manually from items in the cart
- Capture table numbers - allows you to type in which table number is to be allocated to the order and this will display on the production docket
- Automatically prompt user for table number before payment - this option is only displayed if the 'Capture table numbers' switch has been toggled on, it will prompt the POS operator to type in the table number before taking payment
- Print production dockets - allows sending production dockets to the kitchen or cafe. Please read our article on stock items if you plan to use this setting
- Print tickets - allows the ability to print tickets from POS
- Print master tickets - allows the option to print master tickets from POS, if this setting is turned off, it will default to the itemized ticket template
- Auto print tickets - this settings prints tickets immediately after purchase from POS when the POS operator clicks the "Go To Booking" button
- Auto print tickets when purchased - this option prints tickets upon full payment and transaction completion
- Only print package tickets - activating this setting in conjunction with 'Auto print tickets' will enable printing only the package tickets via ROLLER Connect. Please note that this option is only available for clients with the Package module, to activate this, please log a request
- Auto check-in on purchase - will automatically check-in tickets bought, this setting is ideal for all points of entry
- Allow users to undo check-ins - allow POS operators to undo check-ins if required
- Enable discounts - enables discount codes to be available on POS
- Enable custom discount - allows custom discounts to be applied in dollar amount or set percentage, this requires the Manager Code for approval
- Enable custom discount without Manager Code - allows custom discounts to be applied without requiring Manager Code approval
- Enable complimentary - allows the user to process complimentary bookings with the Manager Code for approval
- Require reason for opening till - this setting allows opening the till and requiring additional steps such as leaving a till note, toggle this to 'No' if it's not required
- Enable tax override - to activate this option for all POS devices, please log a request
- Automatically revert sell date to current date after each sale - this reverts to the current date after each sale. As the most common scenario for buying tickets on-site is for the current day, should a POS user need to put through a transaction for a future date, it will default back to the current date for all other sales once it's been processed
- Use small POS tiles - allows fitting more items on the screen by reducing the size of the tile for each item
- Enable Tabs - this option gives the ability to start a Tab that the customer can settle before they leave. Please log a request to enable this for the platform
3. Select the language from the drop-down menu
4. Set the Device Timeout- This setting allows you to set an automatic logout if there is no activity after a certain amount of time- this encourages staff to sign out/sign in during shift changes
5. This is set to Never by default but you can adjust this by sliding the circle to the number of minutes you would like the device to log out after no activity e.g. 15 minutes
6. Click Save Settings once you are done and/or if it is needed to change devices, click Deactivate Device and go through the steps again and selecting a different device