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Point of Sale Set-up

Webinar

Check out the webinar to see the new feature up close.

 

 

Overview

In DASH there are two styles of Cash Registers you can choose from. If you decide to ring up your concession, rental, and pro shop items through our Legacy Cash Register, check out our help article on how you can add products to this page.

The DASH Touch Screen Point of Sale (TSPOS) system allows an enterprise to add a Touch Screen point of sale terminal at any station to DASH.

As of now, the DASH TSPOS is not replacing the current DASH text based, sectional-organized Cash Register. Instead, we are offering this new POS solution as an alternate version of DASH.

 

Access

  • You can switch the toggle button from the Cash Register page to go back and forth from the new POS and the traditional Cash Register.

POS_toggle.png

 

Authorizations

In order to view the "Edit Mode" of the Point of Sale system, a User must have the "Product Management" role assigned to their account.

To view and use the TSPOS, a User must have the "Cash Register" and "Shopping Cart" authorizations.

Set-Up

  1. After logging into DASH via the Touch Screen DASH URL (see above), click the “Cash Register” Link on the top menu of DASH.
  2. You’ll see the following screen:
  3. This is the work screen in DASH that you will use to set up your Touch Screen Point of Sale.  
  4. If you currently use the legacy, text-based DASH POS, that organizes products under “sections” in the Cash Register, you will use those same products to insert into the Point of Sale.
  5. You should have all of the products that you intend to display on the TSPOS already created in the DASH Product Table with all data fields entered.  
  6. DASH allows you to create multiple layouts that allow you the flexibility in sorting your POS products into unique Sections.

 

Creating a “New Layout”

A Layout consists of multiple “pages” each of which contains "Categories" and possibly "Subcategories" full of products.

  1. In the upper right hand corner, press the "Edit Items" button in order to view the Edit Modal.
  2. Insert your cursor in the box that says “New Layout” and replace it with the name of your Layout. For example, you may want separate Layouts for your Front Desk, Pro Shop or Restaurant if you have completely different products and rarely overlap between ringing up these types of products.
  3. Finally, we’ll save these settings by clicking the blue “Done” box in the top right of the screen.
  4. Once you have created your layouts you can build upon these by adding Pages.

 

Creating a "New Page"

A Page allows you to organize a group of products together using categories or subcategories. If you are an existing DASH customer and have been using the old Cash Register, you may choose to use the same Headers as your Pages now.

  1. Click  the “edit” button on the top right.
  2. Click the “new page” link which will create a box called “New Page”.
  3. Click in the box and change the label from “New Page” to the new desired label.
  4. Click “Done” once you have added the new pages you want to have listed.

 

Creating a "New Category"

Categories are like folders where you can group products within Pages.

  1. Click the “edit” button on the top right.
  2. Press the "+" drop down button and select "Add Category".
  3. Click the green "Create a new category" button.
  4. Enter in the name of your Category, the Tile Text, and select a color for the category tile.
  5. Press the "Save new category" button when finished.
  6. After you are finished Editing, press the blue "Done" button in the right hand corner.

 

Adding a Product

Products can be either added to Pages or they can be added to Categories.

  1. Click the “edit” button on the top right.
  2. Click on the Page you would like to add the Products to. If you want to add a Product to a category, you will need to select the category first.
  3. Press the "+" drop down button and select "Add Category".
  4. To add a product to the page click “Add Product” then type the name or “partial name” in the pop up menu.
  5. The product(s) that match will appear in a list below.
  6. Click on each to “check” all that apply.
  7. Click Add Items.
  8. Your items will now appear on your POS.
  9. You can Click, hold, and drag the product tiles, one at a time, and move them into a Category if you like.
  10. After you are finished adding products, press the blue "Done" button in the right hand corner.

 

Special Notes

If you are new to DASH, please keep in mind that the POS is one of three places in DASH to collect fees.  The fee collection pages in DASH and the associated type of fees are:

  1. Customer Profile page
    • Membership Fees
    • Pass Fees (eg 5, 10, 20 “Packs” for drop-in swimming)
  2. Class/Camp/Team/Group Roster Page
    • Roster Fee
  3. Point of Sale
    • All Fees not mentioned above including
    • Food & Beverage
    • Pro Shop
    • Rentals
    • Drop-In Fees
    • Miscellaneous Fees

 

Pictures and logos can be downloaded and used to help recognize specific Categories or Products if you like. For example, you can look online and download specific Beer logos or Candy pix. This visual aid makes it easier to pick out items to add to the cart.

  1. Find a picture you want to use online. Save the image on your computer. The image must be less than 100kb.
  2. Click the “edit page” button on the top right corner.
  3. You can click and drag your image onto the Category or Product tile until you see a "+" symbol appear.
  4. Press the blue "Done" button in the right hand corner when you are finished making your edits.

 

Suggested Touch Screen Equipment

Some requirements are:

  • latest dual core i3 or higher
  • 8GB RAM
  • no dedicated graphics card required
  • 10 point multi touch screen

Here's a cool monitor:

Touch_Screen.png

 

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