Updated: November 11, 2019 10:05am

Touch POS

Retailers in high-volume, fast paced environments need an efficient way to service customers.  With Retail Pro Prism Touch Menus, programmable menu buttons provide fast one-touch item selection at point of sale, increasing the speed of your transactions, leading to more efficient point of sale operations.
When creating buttons, you see exactly how they will appear on the screen.  Each button can be designed with a unique label, picture, and/or color. 

Requirement for Buttons that use Images: Export Item Images from RIL
It is common for users to add images to buttons. You cannot currently add merchandise images in Prism. This means you must first add an image in each item's record in RIL Inventory and then export the images using Prism's ImageExporter.exe tool (See Images topic). Extract the exported images to the ...\ProgramData\RetailPro\Server\images folder. If the images have been exported using the tool and extracted to the correct folder, Prism will be able to find each item's image(s) when you are adding images to menu buttons.  In RIL you can add up to 10 images for each item; however, these item images assigned in RIL are not replicated to Prism. Exporting the items using the ImageExporter.exe tool is the only way to bring the items into Prism where they can be used for things like touch menu buttons. If the item has multiple images, you can select which one of the item's images to use for the Touch POS button.

Basic Steps for Touch Menus

  1. Plan the number of menus and buttons that are needed. Think about which menus will need to be available on the Default Touch Menu screen and which menus will need to be nested under other menus.
  2. Touch menus are defined at the Subsidiary level. To configure touch menus, first drill down to the desired subsidiary (Preferences & Settings > Node Preferences > Node Selection).
  3. Create menus (Preferences & Settings > Touch Menu > Menu Designer).
  4. Define defaults for things like button background color and number of buttons per page in Preferences & Settings > Node Preferences > Touch Menus > Touch POS Options. Assign the menu you want to be the first (default) menu users see when they access Touch Menus.
  5. Edit menus by adding item buttons and/or navigation buttons (Preferences & Settings > Touch Menu > Menu Designer). Item buttons link to items. Navigation buttons link to menus. For example, the default Touch Menu screen can include navigate buttons that link to sub-menus.
  6. After the menus and buttons are defined, use the feature at POS. To access the touch menus you defined, click the Touch Menus button on the Prism POS Home screen.

Sample POS Touch Menu:

Touch POS menu

Drill Down to the Desired Subsidiary
You can define default button appearance and other default settings at the global level; however, the actual menus and buttons must be defined at the Subsidiary level. Navigate to Administration Console > Preferences & Settings > Node Preferences > Node Selection. Double-click the desired subsidiary.

Define Menu, Button Appearance Settings

  • In the Touch POS Options area of preferences you can define various default options including: The default menu that is displayed when accessing the Touch POS area
  • Maximum number of buttons per page
  • Default labels for the main menu and menu navigation buttons
  • Default appearance for item buttons and navigation buttons

Refer to the table below for info about the fields.   As you change settings, the preview button is updated to show the changes.

Field Description
Default Item Button Appearance  
Background Select the background color to use for the default item buttons. Default = SlateGray
Font Color Select the font (text) color to use for default item buttons. Default = White
Height Enter the desired default height (in pixels) of item buttons. Default = 75 pixels
Width Enter the desired default width (in pixels) of item buttons. Default = 75 pixels
Default Navigation Button Appearance  
Background  Select the default background color for buttons used to navigate between menus. Default = Blue
Font Color Select the font (text) color to use for default item buttons. Default = White
Height Enter the desired height (in pixels) of the default navigation buttons. Default = 75 pixels
Width Enter the desired default width (in pixels) of navigation buttons. Default = 75 pixels


New Menu

  1. In the Admin Console, navigate to Preferences & Settings > Touch Menu > Menu Designer.    
  2. Click the Create Menu button.    
    New menu button
  3. Type a name for the menu and then press or left-mouse-click Create Menu. The menu is added to the list of menus you have created.    
    New menu dialog
  4. Create item and navigation buttons for the new menu.    

 New Item Button
You can create as many buttons as needed. You can customize the appearance of the default item and navigation buttons, including button label, background color, font (text) color and dimensions (height and width)

  1. In the Admin Console, drill down to the desired subsidiary and then navigate to Preferences & Settings > Touch Menu > Menu Designer.  
  2. Select a menu for the new button.    In the screenshot below, we selected the Main Dish menu we just created.
    Menu designer
  3. Touch or left-mouse-click Create Button.    
  4. In the Type area, select Item as the Button Type.
    new touch menu button
  5. The Lookup Type determines how the item is located in Prism inventory to include it on the menu. For example, if you use Description 1, then when the user defines a new button and types the item description, items with a matching description will be available for assignment to the button. If you change it to UPC, then when the user defines a new button and types the UPC, items with a matching UPC will be available for selection. In the screenshot below, the user is typing the Description "Style Item" and items that match that description are displayed in a pop-up list. As you select an item from the pop-up list, the item's details are displayed in the grid, so you can see the Size, Attr and other item fields.
  6. new touch pos button
    In the Appearance area, select a background color, font color, and adjust the height and width, if needed.    
  7. Click the Use Button Image checkbox and then click the Select Image button to use an image for the button.
    Select image for touch menu button
  8. Create additional buttons in the same manner. When finished, touch (or click) Save & Exit.    

Item Lookup
To assign an item to an item button, navigate to the Item Lookup field. Type information for the Lookup Type you selected (e.g. Description 1). As you type, a search is made for matching items. Select the item to assign.
 
New Navigation Button

  1. In the Admin Console, navigate to Preferences & Settings > Touch Menu > Menu Designer.    
  2. Double-click a Subsidiary.    
  3. Select a menu from the drop-down.    
    select touch pos menu
  4. Touch or left-mouse-click Create Button.    
  5. In the Type area, select Navigation as the Button Type. Select Navigate to Existing Menu and then select the desired menu. OR Navigate to New Menu and type the Menu Name.  The button is added to the list of buttons for the menu. When finished, touch (or click) Save & Exit. 
     
  6. Sample New Button screen
     

 

Edit a Menu Button
You can make changes to any existing buttons. For example, you can change the label or the item with which the button is associated.

  1. In the Admin Console, navigate to Preferences & Settings > Touch Menus > Menu Designer.    
  2. Double-click a subsidiary.    
  3. Select the menu with the button you want to edit.    
  4. Double-click the button that you want to edit.    
  5. In the dialog, make any necessary changes to the button. 
       Edit Menu button
  6. Press or left-mouse-click Save & Exit.    

Edit a Navigation Button
A navigation button, when clicked, takes the user to the menu specified in the button's properties (defined in preferences). To make a button a Navigation button, select Navigation in the Button Type field. In the Navigate to Existing Menu drop-down, select the menu that will be navigated to when the button is clicked. You can choose the Button Label, Background Color, Font Color, Height and Width.
When finished making edits, click Save & Exit.
Edit navigation button

Delete a Menu

  1. In the Admin Console, navigate to Preferences & Settings > Touch Menus >Menu Designer.    
  2. Double-click a Subsidiary.   
  3. Select the menu you want to delete from the drop-down.  Touch or click Delete Menu.  A message explains that all buttons for the menu will be removed. Click OK to proceed.

Using Touch Menus at POS
If touch menus are defined on a system, then the Touch Menus button will be displayed on the Home Screen of the Web Client. If the Touch Menus button is not displayed, you must first define touch menus in the preferences area of the Admin Console.
Sample POS Home Screen with Touch POS button enabled
POS Home screen with Touch POS button enabled

  1. Press or left-mouse-click the Touch POS button. The menu that you specified as the "Default Touch Menu" in preferences is displayed. In this example, the user first sees a menu of main dishes.
    Touch POS main menu    
  2. Touch or click menu buttons to navigate to the desired menu.  In this example, the user clicks the Side Dish button to display the items defined on that menu.
    Touch POS up one level
    When you navigate to a sub-menu, the Up One Level button is enabled. In our example, the menus are only two levels deep, so the Up One Level and Main Menu buttons both lead back to the menu of main dishes.
    If a menu has more than the "Buttons per Page" limit set in preferences, the buttons will be distributed to multiple pages. Use the Next Page and Previous Page buttons to navigate.
  3. To add an item to the transaction, press or left-mouse-click the button for the item being sold.
  4. Add other items being purchased in the same manner. Change item and/or transaction details as needed.    
  5. Tender and update the transaction.    

Navigating between Menus/Levels
Use the menu navigation buttons to move up a level in the hierarchy, return to the previous menu, or move to the next menu.
Replication of Touch Menus
You can replicate touch menus between Prism locations. When defining a Prism-to-Prism profile, you can include the touchmenu resource that can be used to initialize, export and import touch menu settings. For example, retailers can define touch menus at the headquarters or other central location and then distribute to individual store locations. This helps ensure consistency among buttons. Important! If the Touch Menus use images, those images must be available at the other location. For example, you can configure a central image server in Preferences & Settings > Node Preferences > Themes and Layouts, or make sure the needed images are present in each server's …\ProgramData\RetailPro\Server\images folder.