Create your POS templates

Templates are a great way to save time and configure multiple POS devices at once, while maintaining consistency across all POS devices linked to the template. Templates are recommended for venues with multiple POS devices that offer the same products.

This guide walks through how to configure POS device templates to manage multiple POS devices in your venue.

Create your template device settings

To create a new POS template and configure the template device settings, follow the steps below.

1. From Venue Manager, go to Apps > Point of Sale > Templates.
2. Select Create a template.
3. Give the device template a unique Template name.
4. Set the Device screen size. This determines the number of columns available in smart menus.
5. Set the Till float. This sets the balance of the till at the start of each session.
6. [Optional] Allow mass ticket redemption. Set a minimum ticket quantity to enable the mass redemption feature in POS.
   
   Note: Mass redemption bypasses the waiver assignment and tickets can be redeemed without a waiver attached.
   
   
7. [Optional] Enable compact view. This option makes your POS tiles smaller, and allows for more products to be displayed on your POS screen. This is great for POS devices you might use in your restaurants or cafes, because more stock items are available on one screen, making it easier for your staff to put through orders. Note: Selecting this option disables product images at POS.
8. Link your Devices. Select Add device to choose which print stations or KDS devices this POS device should send orders to. Only one receipt printer can be assigned to a POS device.

Create your menus

To create your device template menu, follow the steps below.

1. Select Add menu.
2. Enter a Menu name (eg Memberships) and select an icon from the dropdown.
3. Select products.You can choose to select your products by Specific tag or by choosing Specific products.
   
   We recommend selecting products by tag because product tags reduce the administrative burden of manually managing and updating your POS device menus. When you add or remove a tag from a product, it’s automatically added or removed from your POS menus too — no need to make manual updates to each of your devices and templates.
4. Select Apply and then select Done.
5. Repeat steps 1 to 4 for any other menus you wish to add to the template.
6. Select Save.

If you’re creating food and beverage menus, you can also streamline your POS menus with folders. Folders make it easier for you to find stock products, reducing the time it takes to put through a purchase, resulting in a better guest experience.

A well-organized POS with folders keeps the interface less cluttered, especially if you have a large list of stock, making it easier for staff to use without getting overwhelmed.

To create POS folders, follow these steps.

1. Select Add menu.
2. Enter a Menu name (eg Hot food) and select an icon from the dropdown.
3. Select Add folder (this option will be next to the Select products button).
4. Give your folder a Name and choose a Tile color for the folder.
5. Then, add your products to the folder. You can choose to select your products by Specific tag or by choosing Specific products.
   We recommend selecting products by tag because product tags reduce the administrative burden of manually managing and updating your POS folders. When you add or remove a tag from a product, it’s automatically added or removed from your POS folder too — no need to make manual updates!
6. Select your tags or products and then select Apply.
7. Once you’ve chosen all the products you want to add, select Add folder.

At POS, when you want to add a stock product in a folder to the cart, simply select the folder, find the stock product and add it to the cart.

 

Manage POS templates

From Venue Manager, go to Apps > Point of Sale > Templates.

Select the options menu (3 dots) at the end of the row for the relevant template. The following options will appear from the dropdown:

Edit	Opens the template settings page for you to edit your template device settings and POS menus. Select Unlock to edit device to make changes, then select Save once all necessary updates have been made. Updating the menu in the template impacts all devices connected to the template.
Duplicate	Creates a copy of the existing template for you to modify and save.
Create device from template	Automatically creates a POS device which shares the menu setup in the template. The POS device is linked to the template. Give the device a name that is unique and different from the template (eg Cafe 1, Front desk). Select Save to create the device.
Delete	Removes the POS template from the list. A pop-up will prompt you to confirm this action. Select Yes, delete to remove it. This action cannot be reversed.