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A7. Configure the POS screen ⭐🔗

The most important chapter of the installation

The POS screen is what the cashier sees and touches all day. PosCaisse lets you compose it entirely yourself, like a dashboard: you place widgets (categories, cart, payment buttons, shortcuts…) on a grid, you size them, you color them, then you apply. Well designed, it saves precious time on every sale.

In brief🔗

The POS screen editor is a visual drag-and-drop editor: a widget palette on the left, a layout preview in the center, and appearance settings. You build the custom sales interface.

Who / when🔗

For the Admin (or an authorized employee), at installation, then each time you want to reorganize the interface or add a shortcut.

How to access🔗

Admin → POS screen.

Requirements🔗

🔑 Manage layout (MANAGE_LAYOUT)

Screen tour🔗

POS screen editor

Area Role
Widget palette (left) All the available widgets, sorted by category. A + adds the widget to the layout.
Layout preview (center) The grid where you place and arrange the widgets; reflects exactly the final result.
Apply (top) Saves and applies the layout to the sales screen.
Save Saves the layout in Saved layouts (without necessarily applying it).
Templates Start from a pre-designed layout (Empty, Classic, Compact, Fast-food).
Popup configuration Appearance of the window that displays the products of a category.
Settings Grid, screen background, widget relief.

Understanding the grid🔗

The layout is based on a grid of cells (the preview shows for example 64 × 32). Each widget occupies a rectangle of cells (width × height). In Settings → Grid, you set the number of cells and the starting size of the widgets. The Refine the grid option "multiplies the tiles without changing the design" — handy for finely aligning two widgets.

Tip

The more cells the grid has, the more precisely you place the widgets. Start with a Template close to your need (e.g. Fast-food), then adjust.

The full widget catalog🔗

The widgets are sorted into 10 categories. Here is each widget and its exact role.

🟦 Display🔗

The widgets that show the menu to the cashier.

Widget Role
Categories Grid of categories (the product families as tabs/buttons).
Category button A button for one specific category (direct shortcut to a family).
Products Grid of products (the sellable items, with photo and price).
Product button A button for one specific product (direct shortcut, e.g. dish of the day).
Favorites The best-selling products, accessible at once.
Search Product search field by name.

🛒 Cart & Order🔗

Widget Role
Cart The list of items + the total. The central widget of the sale.
Order type Choose Dine-in / Takeaway / Delivery.
Floor plan Table selection (for table service).
Customer Attach a customer name / loyalty to the order.
Order note Add a remark to the order (e.g. "no salt").
Order no. Displays the order number.

⌨️ Entry🔗

Widget Role
Numeric keypad Enter a quantity or an amount.
Quantity buttons Fast +/- buttons to adjust quantities.

💳 Payment🔗

Widget Role
Pay cash Take payment in cash.
Pay card Take payment by bank card.
Split payment Settle with several means of payment at once.
Meal voucher Take payment with a meal voucher.
Change due Change calculation.

⚡ Quick actions🔗

Widget Role
Delete item Remove an item from the cart.
Cancel order Cancel the entire order in progress.
Hold Set the order aside to serve another customer.
Recall Recall a held order.
PDA View the orders sent from the server PDAs. 🧩
Kiosk View the orders sent from the kiosks. 🧩
Shared View the orders sent from the shared screen. 🧩
Discount Apply a discount.
Promo code Enter a promo code.

🎁 Loyalty & Promos🔗

Widget Role
Loyalty Slot intended for a loyalty program. To be used only if this journey is configured.
Promotions Quick access to the configured promotional offers/categories.

🌐 Online orders 🧩 (Online ordering module)🔗

Widget Role
Online orders The orders received from the app/web.
Delivery payment The payments on delivery.
Order alerts Notification of new orders.

🖨️ Peripherals🔗

Widget Role
Open drawer Open the cash drawer manually.
Reprint Reprint the last receipt.

ℹ️ Information🔗

Widget Role
Clock The current time.
Cashier info The name of the logged-in cashier.
Daily total Day-tracking indicator/shortcut according to the layout used.
Info panel Combined Date / Cashier / Total block.

🛠️ Management🔗

Widget Role
Pay supplier Settle a supplier from the register (cash out).
Cash movement Cash ins and outs.
History The latest sales.
Receipt search Find a receipt by its number.
Refund Refund a receipt.
Void transaction Void a transaction.
End of service Close and log out.
Log out Change cashier.

The 🧩 symbol

The widgets marked 🧩 are only useful if the corresponding module is active (Online ordering, Kiosk, PDA, Shared screen). If they are placed without the module, they remain without effect.

Step-by-step procedures🔗

Add a widget🔗

  1. Open Admin → POS screen.
  2. In the Widget palette (left), expand the desired category.
  3. Tap the widget's +: it appears in the Layout preview.

Move and resize a widget🔗

  1. In the preview, drag the widget to position it.
  2. Stretch its edges to enlarge/shrink it (each widget has a min/max size). For example, the Cart stretches in height, the Products grid occupies a large area.

Configure a widget🔗

  • Tap a placed widget to open its Widget configuration (depending on the type: targeted category, targeted product, colors, size…). Confirm or Cancel without changing anything if you are exploring.

Configure the products popup🔗

When the cashier taps a category, the products can be displayed in a popup. Via Popup configuration: - Choose the size: Small, Medium, Large, Full screen. - Set the colors (background, header, product card, price, close button). - You can have a default template and per-category configurations.

Set the appearance (Settings)🔗

  • Grid: number of cells and starting size of the widgets; Refine the grid for a precise alignment.
  • Register background: general background color (or leave the theme background).
  • Widget relief: Free colors or Elegant surface, with adjustment of the shadow, the corners (rounded) and the spacing between widgets.

Start from a template🔗

Via Templates, choose a starting point:

Template For what
Empty Build from scratch.
Classic Traditional layout, categories at the top.
Compact Optimized for small screens.
Fast-food Optimized for fast service.

Save then apply🔗

  1. Give a Layout name.
  2. Save: the layout is saved in Saved layouts (you can have several).
  3. Apply: it becomes the active layout on the sales screen ("Layout applied successfully"). The active layout is marked Active / In use.

Messages & edge cases🔗

  • Apply ≠ Save: Save sets aside, Apply actually puts into service on the register. As long as you do not apply, the sales screen does not change.
  • A widget has min/max sizes: it cannot be shrunk below its minimum size (e.g. the Cart needs room to stay legible).
  • You can manage several layouts (e.g. a "lunch service" layout and an "evening" one) and switch via Saved layouts.

Tips🔗

  • Start from a template close to your business, then customize: faster than starting from scratch.
  • Place the most used widgets (Pay cash, Pay card, Cart) where the cashier's thumb falls naturally.
  • Reserve Product buttons for your best-sellers: one tap instead of navigating through the categories.
  • Use the Info panel to display date/cashier/total in a single compact widget.
  • Test your layout with a cashier before the rush.

See also🔗