Setting up custom POS task pads

Stores have the option to set up task pads with custom buttons in POS for common tasks, such as looking up items. Task pad buttons display in the Custom Commands pane to the right of the POS window:

Note: It is also possible to configure custom POS buttons that display in the Custom Commands pane. Custom POS buttons only display if there is no task pad assigned to the register or user. If there is a task pad assigned to the register, the task pad displays in the Custom Commands pane instead of the custom POS buttons.

To configure task pads for POS:

1. Identify the commands that contain the functionality you want to program into the task pad buttons. Refer to the Commands reference guide for more information.
2. In Store Manager, click Setup.
3. Expand Hardware.
4. Click POS Task Pads.
5. Click New.
6. Enter a Name for the task pad.
7. From Layout, select a button layout for the task pad.
8. Click a button in the Preview.
9. From Button Type, select one of the following:
  • Command: Select this option if you want to configure the button to execute a command or chain of commands.

  • Task Pad: Select this option if you want to configure the button to launch a task pad. For example, if you run a convenience store and you use touch-screen monitors in POS lanes, you might want to set up task pads for different types of items like soft drinks, snacks, sandwiches, milk, and so on to make it easier to add items to transactions.

10. If you selected Command, in the Command field, enter the command (or chain of commands) and any relevant command parameters.

Starting with release 3.11.0 you can program Task Pads or Custom Buttons to execute a chain of commands when the button is clicked by adding a semicolon (;) between commands. For example, you might create a chain of commands to discount a transaction (command 1) and then automatically select a discount reason code (command 2). There is no limit to the number of commands in a chain. However, the commands should be chained together to follow a logical transaction process.

11. If you selected Task Pad, click the Browse icon next to Task Pad Name, select the task pad that you want to launch from the button, and click OK.
12. If desired, select a custom color for the button. To do this, click the Browse icon next to Button Color, select the button color, and click OK.
13. For Caption, enter the text that you would like to display on the button label, e.g., $10 Discount.
14. If desired, select a custom color for the font. To do this, click the Browse icon next to Font Color, select the button color, and click OK.
15. If desired, select an image to display on the button to the left of the button label. To do this, click the Browse icon next to Image, select the image, and click Open.
16. Click Save And Close.
17. Do one of the following:
  • Assign the task pad to a specific user; or

  • Assign the task pad to a specific register or user.

Refer to "Setting up a user account" and "Setting up registers" in the Store Manager User Guide for more information.