Screen Config

In Screen Config, you can configure the buttons in each of the ordering screen. This allows you to customize the types and location of buttons on the screen to better suit your business needs. After Build 1515, admin options can also be configured in the screen config.

Setup

To access screen config from BackOffice, click on the Screen Config button

POS Use Mode

On the left side of the screen, there is a drop down box with a list of POS Use Modes:

Bartender
Cashier
Catering
Drive Thru
Quick Drinks
Table
Tabs
Take Out
Wastage
Bus
Retail
Delivery

Select the POS use mode in the drop down box to configure the screen for that mode.

After build 1515, you can also find

Admin Options

Action Commands

A list of action commands that can be used to customize each pos use mode

Action Keys	Descrption
$1	Quick payment of $1.00
$10	Quick payment of $10.00
$100	Quick payment of $100.00
$2	Quick payment of $2.00
$20	Quick payment of $20.00
$5	Quick payment of $5.00
$50	Quick payment of $50.00
Accounts Adjustment	Allows you to search for Customers in the Customer Database to apply a credit or debit to the account
Activate Givex	This is used to activate the Givex Gift Cards
Add Gratuity	To apply a gratuity to the transaction
Add Note	To add a note to be printed on the kitchen chit
Add Seat	This is used in Tables or Tabs mode. To add an additional seat to the transaction.
Add Trans Notes 1	Add transaction notes to be printed on the receipt
Add Trans Notes 2	Add transaction notes to be printed on the receipt
Adjust Minutes Charged	This action is used with Timer Items. To adjust the time charged on the item.
Adjust Start Time	This action is used with Timer Items. To adjust the start time of the item.
America Dollar.	To change to another currency.
Apply Grat.& Grat.Tax	To apply a gratuity and gratuity tax to this transaction.
BEOReceipt	Used to Print a Banquet Event Order Receipt. This receipt will show consolidated totals by Item Categories (Food, Non-Alcoholic Drinks, Alcoholic Drinks, Misc)
Bill Discount	N/A
Bill Mods	To apply a bill discount to the transaction
Bill Options	This is used in Tables or Tabs mode. To
Cancel	To cancel an operation
Cash	To make a cash payment
CC Admin Options	To bring up Credit Card Administrative options for Mercury Payments
CC Post Auth	To process credit card post authorization
Change Menu Type	To change the current Menu Type.
Change User	To change the current logged in user
Close Bill	To close out the transaction when it's paid
Close$	To close out the transaction with Cash
Combo	N/A
Course	This is used in Tables or Tabs mode. When coursing is used with the ordered items, you can send each course separate to be printed to the kitchen. This way the kitchen can prepare the food when the guests are ready for the next course.
Credit	To process credit card payments
Credit Account	This is used with the Customer Database. To add money to the customer account.
Customer	This brings up the Customer Database interface.
Customer ScanCode	This allows you to manually enter the customer scancode to bring up a customer instead of swiping their card.
Debit	To process debit card payemnts
Delivery Receipt	This is used with the Delivery module.
Discount Item	Used to prompt for Choice of Discount to use on a specific Item
Display Notes	Displays Item Notes at the POS. Item Notes programmed in the Menu Setup in the back office Advanced tab.
Display Total	Sends the transaction Total to be displayed in the Customer Display. ie. Balance: $2.59 Paid: $0.00---
DoNotMake	Prints a special option to the kitchen stating to not make the item.
Enter Guest Card
Exact Cash	Applies a cash payment to the transaction for the remaining amount of the bill
Exit	Used to exit screens like Tables / Tabs / Bartender and more.
Export current seat to existing tab	Transfers the highlighted seat to another already existing tab, it will be remain as a it's own seat in the tab.
Export current seat to new tab	Transfers the highlighted seat to a new tab creating the tab with this seat as the first entry.
Export current seat to table	Transfers the highlighted seat to another already existing or new table, it will be remain as a it's own seat in the table.
Extra Choices	Prompts the user to choose from a list of extra choices assigned to that item (Options) can be setup in the Menu Setup, Menu Options Link Page.
Find Item	Allows the server to search for items by typing in part of the name, a list will come up and allow them to choose the item they need.
Find item by plu	Ability to search for an items using the PLU number field set in menu Setup.
Find item by scancode	Ability to search for an items by typing in the scancode for a menu item in the event the item can not be scanned.
Find more options	Ability to search for more options that may not be already assigned to the item.
Fire All Held Items	Quick key to set all items that are in hold position to be sent to kitchen on exiting of the transaction.
Fire Held Course	Quick Key to set an entire course of items that are in hold position to be sent to kitchen on exiting of the transaction.
Fire Item	Key to change the hold status of an item to be fired to the kitchen on exiting of the transaction.
Gift Receipt	Prints a gift Receipt which will not contain costing information for the items.
Gift Card	To Apply the payment type Gift Card to the transaction.
Gift Cert	To Apply the payment type Gift Certificate to the transaction.
Givex Card	To Apply the payment type Givex Gift Card to the transaction.
Goto Seat	Function key to go to a specific seat in a split bill.
Gratuity Tax	Trigger key to tell Volante to apply Tax to the gratuity on the transaction. Note that the Gratuity Tax must be setup prior in the Tax Setup in the back office.
Group All Seats	Quick Key to Group All seats together in a split bill.
Heads	Function key to allow to change the number of heads currently set to the transaction.
Hold All Items	Function key to set all items to be Held status.
Hold Course	Function key to set all items in a course to be Held status.
Hold Item	Function key to set one item to Held status.
Hold/Fire	Group Key to bring up the Hold and Fire options.
Hold Print	Function key that will allow you to exit a transaction without having it send the print to the kitchen, used to review the order and come back to it.
iGiftCard
iGiftCard1
iGiftCard1 Balance
iGiftCard2
iGiftCard2 Balance
Import Tables/Tabs	Function key to import another table or tab into the current transaction you are in.
IMS PAYMENT
ITC Acc 1
ITC Acc 2
ITC Acc 3
ITC Acc 4
ITC Acc 5
Kiosk PIN
Last Receipt	Function Key to print the prior transactions receipt.
Load GiftCard	Function key to start the loading of a gift card process.
Load Givex	Function key to start the loading of a Givex gift card process.
Load iGiftCard	Function key to start the loading of a igift card process.
Load iGiftCard2	Function key to start the loading of a igift card2 process.
Main Options / More Options	Toggle Key to give an additional screen of function keys.
Meal Plan	Function key to apply the meal plan rules to the transaction.
Modify Bill	Function key to bring up special bill Modification options.
Modify Pizza Item	Function key to modify a pizza that is set with preset options.
New Credit Card
Next $	Quick key to pay cash to the next even dollar. Example Transaction total $4.36 next dollar will apply a 5.00 cash payment.
Next Seat	Quick key to go to the next seat in a split bill.
Octopus	Quick key to pay with the payment type Octopus
On Account	Quick key to pay with the payment type On Account, Customer Account balance.
Open Drawer	Quick key to manually open the cash drawer.
Options	Function key to re prompt for the options listings for a specific item.
Order Print	Function key to bring up special options for sorting items and how they will print to kitchen. Other advanced features like reordering and more are also here.
Other Payments	Assignable function keys that can be used to assign to specific payment types to create quick payment keys.
Other Price Mods 1~10	Assignable function keys that can be used to assign to specific Discounts to create quick discount keys. For more details, see the section on Other Price Mods below.
Paid In	Action key to apply a Paid in entry to the cash drawer under the current server
Paid Out	Action key to apply a Paid out entry to the cash drawer under the current server
Payment	Function key to bring up additional options related to the payment options for the transaction. Including Discounts, payments, Credit cards and more.
PM Combo By Tags (M)
Points Card	Quick key to pay with the payment type Points, Customer Points balance.
Print Divided Bill	Action key that will print a receipt / bill showing the balance for each person if it was divided, (pressing the button will prompt for the divide amount)
Print Playt Code	Action key to print the code for the transaction to be used with the Playt Module
Print PMS Slip	Action key to print a receipt with standard Property Management Systems Room, Signature, and Tip Lines.
Print SRM Duplicate	Action key to reprint a receipt slip from the SRM
Print Bill	Action key to print the current bill. If payments are made it will print a receipt.
Print Bill With Tips	Action key to print the current bill with tip Suggestions
Quantity	Action key that allows you to change the Quantity of an ordered item.
Quick Menu	Toggle key that will allow you to switch between Quick menu and Regular menu.
Re-Fire Course	Action key to re-fire a certain course in which the kitchen may not have received.
Refill Item	Function key to trigger the refill size on an item
Refund Transaction	Function key to prompt for a specific transaction ID to allow it to be opened for Refund.
Refund (All Items)	Action key to apply a full refund to the entire order. Note: The refund is applied to every item on the order.
Refund (Full)	Action key to apply a full refund to an item.
Refund (Partial)	Action key to apply a partial refund to an item.
Remove	Action key to remove a specific item from a transaction, if the item is already committed it will act as a void key.
Remove Payment	Action key to remove a specified payment on a transaction.
Remove/Next Customer	Action key to remove the current customer from the transaction and move ahead a customer in the Volante Que.
Rename Tab	Function key to allow a server to rename a specific tab.
Reopen Last	Action key to reopen the last transaction for review, edit, or reprint. Note there must not be a transaction open at the time, Designed for Cashier Screen.
Reopen Transaction	Function key to allow a previous transaction to be be reopened for review, edit, or reprint. Note there must not be a transaction open at the time, Designed for Cashier Screen.
Reorder Item	Action key to reorder the highlighted item.
Reorder Last Round Drinks	Action key to reorder a prior round of drinks.
Reprint Item	Action key to resend a specific item to the kitchen in the event they did not receive it.
Reroute Printers	Function key to allow kitchen or bar orders on a transaction to be rerouted temporarily to another prep printer. Must be configured in printers prior.
Reset PinPad	Function key to have Volante request the pin pad to reset it's communication with the bank
Sale Type	Toggle key to allow server to change the sale type for the transaction (Dine in, Take out, Delivery)
Save As Tab	Function key to allow a server to save the current transaction (bar, Quick drinks, cashier) to a new tab, or to re-save if already converted to a tab.
Search PM Barcode
Select Sale Type	Function key to prompt server to change the sale type for the transaction (Dine in, Take out, Delivery)
Sell GiftCard	Function key to start the process of loading / Selling of a Volante gift card.
Send Print	Action key to send the items to the kitchen without the need of exiting the transaction.
Show Bill Total	Action key to show the current transactions bill totals
Size	Function key to allow for the choice of size for a particular item.
Split Bill	Function key to split a bill and allow for sorting of items to specific seats.
Stop Timer	Action key to stop the timer on a specific timed item (Pool Table)
Switch Menu	Function key to allow the server to choose a different menu set for the transaction. (Prompted list)
Table Options	Function key with options for the table including splitting, joining and more to a bill.
Table View	Toggle key to switch between split table view and individual seat view.
Ticket Validation
To Delivery
To Pickup
To Tables
To Tabs
Total	Action key, used in the cashier screen as a Sub Total button, and commits the items printing them to the kitchen at this time. Will change to exit if no transaction is started.
Trans To Table
Transfer Item	Action key to transfer an item to another table / tab.
Un-assign employee	Action key to un-assign an employee from a team sharing transaction.
Ungroup All Seats	Action key to set all seats to be ungrouped
Ungroup Current Seats	Action key to set the currently highlighted grouped seats to be ungrouped back to individuals.
VL Activate
VL Bal Inquiry
VL Cashout
VL De-Activate
VL Gift Card
VL Load Gift Card
Void All	Action key to Void all items on a transaction at once.
Wastage	Action key to transfer the user to the Wastage module.
Zoom	Toggle Key to show additional details on items like pricing, will also extend the OMD to show more items.

Other Price Mods

Adding Tims gift Card Payment Button

Drag "Other Price Mods 1" into the screen from BO
Do the following for each terminal that requires the change:
WINSCP into /home/volante/volanteV4/chezTesoroGraphics/resource/VolanteResource.properties, search for "Other Price Mods 1" and replace it with the exact name of the discount.
Now edit VolanteResource_en.properties, and add in the new edited line like shown below:
OrderMenuDialog.action.getPriceMod1=Tims Gift Card Payment
Save both files and restart the POS.

Management Option (New in 1515)

In Build 1515, Management Options and customized Admin options are introduced to Volanté Systems. They are two similar dialogs which provide five levels of security controls and flexibility of customizing buttons. The difference between them is management option is used in order menu dialog (cashier, bartender, etc.) while admin option is used in the POS main screen.

Definition

Both management option and admin option can be customized through Screen Config.
The following is a screen shot of how to define Management Option.

The process is the same as how to define buttons in Screen Config. Users can drag buttons from the left list to the right panel and place the buttons at desired places. Note that in the screen drop down list, Cashier is selected, therefore this definition is only for cashier screen. There are five security levels (Level 1, Level 2, Level 3, Level 4, Level 5) in which every screen has the same layout. However, the buttons in different security level can be different. In the above example, buttons Half, $100, Exact Cash and Size are only defined in Level 1 screen.

The definition of Admin Option is similar.

Note that Admin Option is selected in the screen drop down list. In Admin Option screen, other panes(Main Options, Secondary Options, Popup Item Options) except Management Options are disabled.

Usage

In the POS, Admin Options can be found on the main screen.

When the button is selected, the following Admin Option screen will popup:

Note that the Level 1 security is selected. All those buttons are for level 1 security.

Similarly, the Management Option screen can be found int he order menu dialog (casher screen in the following example):

When the Management Options button is clicked, the following screen will popup.

Similarly, in this example, all those buttons are for level 1 security.

Security

The security settings can be done through Securities in BackOffice.

Users can only access the screens they have permissions for. When users want to access the management option screen, the permission shown above will be checked. The first available security level screen will be opened. The checking order is from level 1 to level 5. For example, if user has permission for level 3 and level 5. When they open the management option screen, the level 3 screen will show. If they want access to level 5, they will need to press the level 5 button.

Management Override

Important Note: When a user is logged onto the Management Options Screen in the Order Screen, the operations are still recorded as the logged in user. However the manager will be checked and recorded as the manager that approved of the action.

For example,

Cashier would like to void all items in last transaction.
Suppose that management options are put into cashier screen and, reopen last transaction and void all buttons are in level 1.
Suppose that cashier does not have the permission to void items.
Suppose that cashier cannot access level 1 management options.

Then here is what he will do.

Call a manager.
Manager comes over and open management options.
Reopen transaction and void all.
- If manager can grant void permission to cashier, then all items will voided
- If manager cannot grant void permission to cashier, it will popup a dialog for permission grant.
Exit the management options.

The result would be as following.

Items are voided by cashier in reports.
Audit log will record that who grant the the permission of void all. If the manager can grant permission then it will be the manager.

Volanté Systems Documentation