Configuring Point-of-Sale Touchscreen Keys

Configure the Point-of-Sale touchscreen keys to determine:

• Which object numbers each of the Gift and Loyalty functions post to in the Point-of-Sale application.

• Custom text to print on the Gift and Loyalty chit at the workstation.

• Availability of Gift and Loyalty functions both when the network is online and when the network is offline.

1. In Reporting and Analytics, click Programs, Cards, Coupons and Rules in the iCare Gift, Payment, and Loyalty Configuration portlet, and then click POS Configuration. If you cannot find the link, contact your system administrator.
2. To activate a function, select the function, click Edit, and then select Active.
3. To allow a function to be used when the system network is offline, select the function, click Edit, and then select Allow Offline.
4. To add or edit the text printed on a chit, select the function, click Edit POS Print Text, and then:
   1. Click Add, or select an existing text configuration and click Edit.
   2. In the Print Text field, enter the text to be printed on the chit. Printing Chits and Receipts contains a reference of print tokens and print directives that you can use when designing the output.
   3. To restrict the print configuration to a specific program or location, select a Program, Org Level, or Revenue Center.
   4. To restrict the print configuration to a limited timeframe, select the date range that the print configuration is active.
   5. Click Save.
5. To configure the key, select the function, click Edit POS Key, and then:
   1. Click Add, or select an existing key configuration and click Edit.
   2. Select when the workstation should show the touchscreen key from Use Type:

      • Use Always: Key is always available.

      • Only Use When Account is Initially Opened: Key is only available when handling a new account.

      • Off-line: Key is only available when the workstation loses connection with the host.

   3. Enter a Description for system administrators that can configure the settings for this key.
   4. Select the Point-of-Sale item type handled by the key in POS Key Type.
      If you select Discount:

      1. Enter a Default Amount for the discount.

      2. Enter the minimum subtotal required before a transaction is eligible for the discount in Min Check Subtotal.

      3. Select Do Not Use if a Discount Already on Transaction to prevent the system from applying this discount to a transaction already credited with a discount. You can use this option to implement discounts that cannot be used with other offers.

   5. Enter the Point-of-Sale database keynumber in POS Key Number.
   6. Use the following drop-down lists to limit the scope of the POS key. By default, the key is applicable to all rules and locations:

      • Card Rule

      • Coupon Type

      • Program

      • Loyalty Rule

      • Org Level or Location Group: Select one, click Edit Location Groups, and then configure the list of active groups at the level or location.

      • Revenue Center

   7. In Print Reference Entry, enter an alphanumeric string of up to 19 characters that can be appended to any transaction detail item on guest checks, customer receipts, remote printers, journal printers, and in the transaction details.

      Printing Chits and Receipts contains a reference of print tokens and print directives that you can used when designing the output.

   8. Select Reconcile with POS to register web settings at the Point-of-Sale level and to include the POS key number in the transaction records recorded by the host database. For example, this lets organizations compare the number of cards issued as recorded by the POS with the number of cards issued as recorded in the Gift and Loyalty database.

      If you do not select this option, web settings do not register at the POS level.

   9. To configure limited availability for the key, configure the date range in Effective From and Effective To.