The button picker is used to add buttons to shared and theme panel designs. It includes all product and functional buttons required for point of sale operations, this page describes their functionality.
Button Picker Topics
The button picker is separated into different sections the following describes each section.
Products
Each subcategory displays all allocated Standard Line and Recipe products.
When adding products buttons the following options are available:
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Name Search
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Description Search
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Product Tag Filters
Instructions
All Instructions are assigned to this folder.
When adding instruction buttons the following options are available:
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Name Search
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Description Search
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Product Tag Filters
Other Lists
Payment
All payment methods created in Finance → Configuration → Payment Methods are automatically assigned to this folder.
Correction
All correction methods created in Configuration Manager → Correction Methods are automatically assigned to this folder.
The follow additional buttons are also assigned to the correction folder and can only be added to correction screens:
| Button | Description | Additional Information |
|---|---|---|
| Park |
The 'Park' function can be used to allow POS operators who normally cannot make corrections to remove products from an account and assigned to a special parked account, these items will need to be corrected using normal correction methods before the session is completed |
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| Park With Ticket | This function is the same as 'Park' but will additional print a ticket | |
| Move Seat |
The 'Move Seat' function enables items to be moved between seats after ordering to make any required adjustments to the assignment of products to seats / guests |
Recommend when per seat ordering is enabled Additional buttons for per seat ordering can be found in Functions | Ordering |
| Move Separate Bill |
The 'Move Separate Bill' function enables item to be moved between bills after ordering to make any required adjustments of products to bills |
Additional buttons for separate bills can be found in Functions | Ordering |
| Edit Choice |
The 'Edit Choice' function enables the POS operator to make adjustments to choice selections before an account is saved |
A similar function is available using the 'Fast Clear' function, this button can be added to any theme / shared panel design where the edit choice button can only be added to correction screens |
Select Portion
All portions created in Base Data → Product Configuration → Portions are automatically assigned to this folder.
Apply Tax
All taxes created in Finance → Configuration → Inclusive or Exclusive Tax Rules are automatically assigned to this folder.
Apply Whole Item Discount
All discounts created in Theme Modelling → Estate Setup → Discounts are automatically assigned to this folder.
Apply Single Item Discount
All discounts created in Theme Modelling → Estate Setup → Discounts (that are set to 'Only Applies to Single Items') are automatically assigned to this folder can only be added to correction screens:
Gift Cards
The buttons contained within this folder are now redundant functionality.
Select Order Destination
All order destinations created in Base Data → Product Configuration → Order Destinations are automatically assigned to this folder.
Change Order Destination
A copy of all order destinations are duplicated to use the 'Change Order Destination' functionality and are automatically assigned to this folder.
Drive Thru
The follow buttons are assigned to the drive thru folder:
| Button | Description | Additional Information |
|---|---|---|
| Order Point |
The 'Order Point' function is used when placing a drive thru order, it is the starting point for all orders of this type |
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| Serve Order |
The 'Serve Order' function is used to serve / close the account for drive thru orders |
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| Preview Drive Thru Accounts |
Drive thru orders are handled different to normal account / table orders and enable the POS operator to jump between orders without having to save and re-identify, this means the operator can tap between drive thru accounts quickly when managing large numbers of orders and car queues |
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| Drive Thru Plan |
The button for 'Drive Thru Plan' is a place holder section which enables onsite managers to design their drive thru plan |
Typically a drive thru plan is added to the root panel of a theme panel design enabling drive thu operations to be easily managed |
Macro
Macros are recorded sequences of button presses. When a macro is created, a corresponding button is generated to perform the action. Macro buttons can only be added to theme panel designs (local panels), and will therefore only appear when adding buttons directly to theme panels, the folder will be empty when managing shared panels.
SOAP Function
The follow buttons are assigned to the SOAP function folder:
| Button | Description | Additional Information |
|---|---|---|
| iZone Table Plan |
When using the 'Tables' product a copy of the table plan can be accessed from the 'iZone Table Plan' button with limited functionality |
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| Configure Availability |
When using Activity Manager the 'Configuration Availability' function enables changes to the availability for activities to be made |
Additional setup and configuration for Activity Manager is needed to use this function |
| Edit Reservation |
When using Activity Manager the 'Edit Reservation' function enables existing activity reservations to be edited |
Additional setup and configuration for Activity Manager is needed to use this function |
| Make Reservation |
When using Activity Manager the 'Make Reservation' function enables new activity reservations to be made |
Additional setup and configuration for Activity Manager is needed to use this function |
| Reservation Reports |
When using Activity Manager the 'Reservation Reports' function enables reports to be printed for each activity so that there is an available list for team members to use as an expected list of guests attending the activity |
Additional setup and configuration for Activity Manager is needed to use this function |
| Additional Buttons |
Depending on configuration additional buttons can be added which can call a web page and be run from the point of sale terminal |
For more information on this functionality contact your Zonal Account Representative |
iZone
For more information on specific buttons within the iZone folder, refer to the individual POS Integration setup pages. These pages explain which buttons are used for different integration setups. Click here to learn more.
Delayed Orders
The follow buttons are assigned to the delayed orders folder:
| Button | Description | Additional Information |
|---|---|---|
| Serve Order |
The 'Serve Order' function is used to serve / close a selected account that has been set as a delayed order |
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| Start Delayed Order |
The 'Start Delayed Order' function enables a POS operator to start a new account that follow the delayed order process |
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| Delayed Order Time |
The 'Delayed Order Time' function enables a POS operator to change the time of the delayed order after it has been entered |
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| Hold Delayed Order |
When moving a delayed order account on to a table the delayed order items will be held so that they are not sent to dispense stations until the given time or when sent by the POS operator 'Hold Delayed Order' will enable items that are held to be removed from that status |
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| Serve All Delayed Orders |
The 'Serve All Delayed Orders' enables a POS operator in bulk to serve all orders that have been completed without having to pickup each account individually |
ZCPS
The following buttons are assigned to the ZCPS folder:
| Button | Description | Additional Information |
|---|---|---|
| Ocius Cardholder Reprint |
The 'Ocius Cardholder Reprint' function enables POS operators to reprinted card transaction slips |
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| Ocius Merchant |
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| Ocius Sys Info Print |
The 'Ocius Sys Info Print' function enables POS operaors to print system information regarding Ocius |
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| TranCloud Standalone Refund | USA Only Setting |
Hotel Revenue Centres
The following buttons are assigned to hotel revenue centres folder:
| Button | Description | Additional Information |
|---|---|---|
| Terminal Revenue Centre |
The 'Terminal Revenue Centre' function will enable a POS operator to change the revenue centre to an alternative centre for a session |
The revenue centre will default back to the normal configuration after a session change |
| Payment Revenue Centre |
The 'Payment Revenue Centre' function will enable a POS operator to change the revenue centre for a single account before payment so that the correct centre is assigned |
Revenue centres are used in conjunction with POS Integration Engine configurations for PMS |
Panels
The following buttons are assigned the panels folder:
| Button | Description | Additional Information |
|---|---|---|
| Close |
The 'Close' function enables POS operators to close a panel they are in and be returned to the previous screen / panel |
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| Text Label |
The 'Text Label' function enables descriptions and other information to be added to panels |
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| Site Panel |
The button for 'Site Panel' is a place holder section which enables the configuration of a set space to be a site panel where site managers will add products based on a preconfigured list |
Click here for more information on configuration site panels |
Open Panel
All shared panels created in Theme Modelling → Shared Panels are automatically assigned to this folder additionally if the button picker is opened on a Theme Panel Design all Local Panels will be displayed (from the Select Panel drop down).
Open Table Plans
All theme table plans created in Theme Modelling → Themes → Theme Table Plans are automatically assigned to this folder.
Functions
Ordering
The following buttons are assigned to the ordering folder:
| Button | Description | Additional Information |
|---|---|---|
| Print Bill |
The 'Print Bill' function will enable POS operators to print a guest bill |
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| Unlock Bill Security |
The 'Unlock Bill Security' function will enable security settings when a bill has been printed |
Additional setup is required for this function including applying security to buttons that need to be locked after a bill has been printed |
| Half |
Redundant functionality |
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| Fast Clear |
The 'Fast Clear' function enables POS operators to quickly clear products from an account without having to go into the corrections screen, additionally enables choice items to be changed without having to clear the entire product and reorder |
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| And |
The 'And' function enables POS operators to join products together which are ordered as a single product and where preparation stations need to know this information |
A good example could be Spirit AND Mixer |
| Quantity |
The 'Quantity' function enables POS operators to set a quantity of a product before ordering a product |
When using this option the operator will tap Quantity → Enter Value → OK |
| Receipt |
The 'Receipt' function enables POS operators to print a receipt before payment |
Depending on auto print receipt configuration the receipt may automatically print or prompt the operator print |
| Save | The 'Save' function enables POS operators to save / send the account | |
| Message |
The 'Message' function enables POS operators to add lines of custom text against a previously ordered item in order to record special preparation instructions for dispense |
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| Next Seat |
The 'Next Seat' function enables POS operators to navigate to the next seat on the table to begin ordering |
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| Seating Plan |
The 'Seat Plan' function enables POS operators to display the plan of all seats at a table, select multiple seats and the table |
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| Edit Customer Name |
The 'Edit Customer Name' function enables POS operators to change the name already entered when this has been added upon either opening a table or saving an account, additionally it can be used at any time to enter a name (when it hasn't already been entered) |
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| Edit Cover Count |
The 'Edit Cover Count' function enables POS operators to change number of guests already entered when this has been added up on either opening a table or saving an account, additionally it can be used at any time to enter a cover count (when it hasn't already been entered) |
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| Print Bill & Save |
The 'Print Bill & Save' function is similar to print bill but it will also after printing saving the account |
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| Print Round & Save |
The 'Print Round & Save' function enables POS operators to print the last products added to an account (which are being saved) and save in one action |
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| Print Last Round |
The 'Print Last Round' is similar to print round and save but it will not save the account |
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| Print Last Payment |
The 'Print Last Payment' function enables POS operators to print the receipt for the last payment they performed when they did not print the receipt when performing the payment |
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| Split Total By |
The 'Split Total By' function enables POS operators to split the total of an open account by a number of guests where each guest equally pays a split amount |
This function will automatically print a copy of the bill showing the amount to pay per guest, it does not split or align any products to any specific guest |
| Create Credit Limit |
The 'Create Credit Limit' function enables POS operators to set a maximum value on an account, when ordering the value cannot be exceeded |
This function is useful for parties or functions where the host has specified for example a bar tab value |
| Recall Account |
The 'Recall Account' function enables POS operators to view a list of open and closed accounts and perform functions such as reopen, reprint receipt, perform refunds and gift receipts |
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| Split Account |
The 'Split Account' function enables POS operators to split an existing account and create a sub account where products can be moved to |
This function is now typically not used and has been replaced with Visual Split Bill |
| Pickup Account |
The 'Pickup Account' function enables POS operators to view a list of open accounts, including those on tables and to open the account |
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| Open Drawer |
The 'Open Drawer' function enables POS operators to open the cash drawer / perform a no sale function |
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| Stock Mode |
The 'Stock Mode' function enables POS operators to put product out / in stock and set a count down on items with limited quantities |
This function is not liked with any stock systems and is a manual adjustment of stock levels |
| 0-9 |
The '0-9' quantity function enables POS operators to set a quantity of a product before ordering a product |
This function is separate from the quantity function in that these buttons are directly added to a theme panel design |
| Clear Quantity |
The 'Clear Quantity' function enables POS operators to clear the quantity they have entered using the 0-9 quantity buttons |
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| Product Search |
The 'Product Search' function enables POS operators to search for products across the POS terminal theme |
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| Price Override |
The 'Price Override' function enables POS operators to change the price of a product before ringing up this item |
This function is useful for reduced to clear products |
| Refund |
The 'Refund' function enables POS operators to perform a refund for products where the account is no longer available to be reopened |
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| Assign Barcode |
The 'Assign Barcode' function enables POS operators to add a barcode to a product as a temporary solution during a session |
When a session change is performed the barcode will be removed and should be added correctly in Product Modelling |
| Type Barcode |
The 'Type Barcode' function enables POS operators to perform a sale of a barcoded product when the barcode scanner is not correctly able to scan the product |
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| Next Separate Bill |
The 'Next Separate Bill' function enables POS operators to navigate to the next bill on the table to begin ordering |
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| Add Separate Bill |
The 'Add Separate Bill' function enables POS operators to add a separate bill to an account |
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| Select Separate Bill |
The 'Select Separate Bill' function enables POS operators to display the list of all bills on an account and perform selections for printing and payment |
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| Price Enquiry |
The 'Price Enquiry' function enables POS operators to check the price of a single product before selling the item |
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| Multi Price Enquiry |
The 'Multi Price Enquiry' function enables POS operators to check the price of multiple items and sell them as required |
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| Reorder Round |
The 'Reorder Round' function enables POS operators to easily reorder a previous saved order within an account (all items are reordered but can be cleared as required) |
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| Finalise Payments |
The 'Finalise Payments' function enables POS operators to finalise any integrated card payments and close the account |
USA Only Function |
| Promo Card Swipe |
The 'Promo Card Swipe' function enables POS operators to activate a promotion by swiping a card through the terminal |
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| Fetch Mobile Order | Redundant functionality | |
| Divisional Totals Only |
The 'Divisional Totals Only' function enables POS operators to print a bill where only the product group summary of hotel divisional totals is displayed (rather than the normal itemised breakdown) |
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| Visual Split Bill |
The 'Visual Split Bill' function enables POS operators to easily split an account and create multiple splits and move a product to a split or across multiple splits enabling accurate guest billing |
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| Enter Pay Time Ref |
The 'Enter Pay Time Ref' enables POS operators to enter the reference information that is prompted before a payment |
If they have entered the information via the button the prompt to enter the reference will not be shown again on the first payment |
| Customer Info |
The 'Customer Info' function enables POS operators to either enter or update information captured when customer prompts are enabled |
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| Course Hold |
The 'Course Hold' function enables POS operators to hold selected (preconfigured) courses from being sent to dispense on an initial order and allows them to be taken off hold when ready |
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| Open Gift Receipt |
The 'Open Gift Receipt' function enables POS operators to select products from an existing account and print a gift receipt for the selected items |
Staff
The following buttons are assigned to the staff folder:
| Button | Description | Additional Information |
|---|---|---|
| Session Change |
The 'Session Change' function enables POS operators to end the current trading session |
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| Open Terminal |
The 'Open Terminal' function enables POS operators to start a new trading session (where the terminal is currently closed) |
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| Pickup Held Payment |
The 'Pickup Held Payment' function enables POS operators to pickup accounts that are in a held state to finalise the transaction |
USA Only Setting |
| Clock Out |
The 'Clock Out' function enables POS operators to end their shift and clock out which will time stamp them finishing work |
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| Log Off |
The 'Log Off' function enables POS operators to log off the terminal before the auto time out function applies |
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| Transfer Ownership |
The 'Transfer Ownership' function enables POS operators to transfer a single account to another employee so that they become the owner of that account |
This function can have the following optional settings:
When enabled any employees with this role can transfer ownership without the other employee accepting the accounts, if not enabled the process can be started but the employee taking the ownership needs to accept them |
| Bulk Transfer Ownership |
The 'Bulk Transfer Ownership' function enables POS operators to transfer all accounts to another employee so that they become the owner of all accounts transferred |
This function can have the following optional settings:
When enabled any employees with this role can transfer ownership without the other employee accepting the accounts, if not enabled the process can be started but the employee taking the ownership needs to accept them |
| Employee Break |
The 'Employee Break' function enables POS operators to record a break taken, when they return from the break will log back on to the terminal and accept to end their break |
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| Start Money Belt Session |
The 'Start Money Belt Session' enables POS operators to record they are starting their session which will record all payments taken against their money belt |
Other settings may record money against specific point of sale terminals rather than the money belt |
| End Money Belt Session |
The 'End Money Belt Session' enables POS operators to end their session and produce their final report |
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| Close Mobile Terminals |
The 'Close Mobile Terminals' function enables POS operators to close any virtual terminals |
The same function can also be formed in the Finance module |
Reports
A selection of report buttons providing different information including sales, payments, employee transactions, are available from the reports folder.
Other
The following buttons are assigned to the other folder:
| Button | Description | Additional Information |
|---|---|---|
| Volume |
The 'Volume' function enables POS operators to adjust the volume of the terminal |
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| Test Printer |
The 'Test Printer' function enables POS operators to send a test print to a selected printer on the POS network |
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| Select Employee |
The 'Select Employee' function enables POS operators to impersonate another employee to complete an action where that employee is no longer available or on shift |
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| Enter Machine Claim |
The 'Enter Machine Claim' function enables POS operators to record a claim against a selected machine where machine reconciliation is being performed in the Finance module |
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| Increase Drawer Float |
The 'Increase Drawer Float' function enables POS operators to enter additional cash funds to an existing drawer where floats and inserts are being used in the Finance module |
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| Skim Drawer |
The 'Skim Drawer' functions enables POS operators to uplift / skim cash funds from the drawer to a safe |
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| Increase Money Belt Float |
The 'Increase Money Belt Float' function enables POS operators to enter additional cash funds to an existing money belt where floats are managed for money belts in the Finance module |
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| Skim Money Belt |
The 'Skim Money Belt' function enables POS operators to uplift / skim cash funds from the money belt to a safe |
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| Spot Check |
The 'Spot Check' function enables POS operators to perform a spot check (similar to a line check) and count stock |
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| Assign Employee Drawer |
The 'Assign Employee Drawer' function enables POS operators to assign employees to a specific drawer to perform payments |
This function also requires the following other settings:
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| Assign Terminal Drawer |
The 'Assign Terminal Drawer' function enables POS operators to assign a drawer to the terminal after it was opened (and no drawer was selected) |
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| Ledger Balance |
The 'Ledger Balance' function enables POS operators to check the balance of a sales ledger account |
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Remove Promotions |
The 'Remove Promotions' function enables POS operators to disable a promotion that has been automatically activated for those products that are assigned to product groups |
When a Product Group is created automatically a button will be added to the 'Other' folder to remove promotions for that group |
| Front Barcode Scanner |
The 'Front Barcode Scanner' function enables POS operators to use the scanner |
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| Rear Barcode Scanner |
The 'Rear Barcode Scanner' function enables POS operators to use the scanner |