How To Configure SCO (Self-Checkout) POS

Introduction

Self-Checkout (SCO) POS systems are automated machines that empower customers to independently complete transactions at a retailer shop, allowing them to avoid waiting in queues for payments. Customers can scan product barcodes or select them from a list and complete their transaction using card payments or any other configured tender.

The Enactor application addresses these requirements by allowing the use of specific POS configuration which enables a retailer to install and execute the SCO POS. The purpose of this guide is to provide detailed information on the necessary configuration required for the installation of a SCO POS in the Enactor solution.

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Overview

The following configuration is required to set up a SCO POS:

1. Device - Allocate a unique device for the SCO POS
2. Page Definition Details - Create SCO display receipt list templates
3. POS Terminal - Configure SCO-specific terminal settings and peripherals
4. Role - Create a role with SCO privileges
5. User - Create an auto-login user for SCO operation
6. Product List - Configure product lists for SCO menus
7. Menu - Configure SCO user mode and supervisor mode menus
8. Images - Import menu button images
9. Broadcasting - Deliver configuration to the POS

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Prerequisites

The following are the prerequisites to a SCO POS installation:

• SCO-related templates and receipts have been imported by uploading the pos-self-checkout-xxxx.jar file via the JAR Deployer.
• Products and product prices have been configured.
• SCO POS has been installed using the .msi installer. Please refer to the SCO POS Installation Guide for detailed steps on its installation.

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Configuration Steps

Device Configuration

The SCO POS is considered an independent point of sale so a unique device must be allocated to run SCO-related functions.

Navigate to Device Maintenance using the search bar or the path: Administration > Devices > Devices

Select Create a new Device to add a new record.

Select Create a new Device to begin creating a new device record for the SCO POS.

Provide a unique Device ID and press Create.

Enter a unique Device ID for the SCO device and press Create.

In the General tab, populate the mandatory fields, select POS as the Type, and select the desired Location.

Set the Type to POS and select the desired Location for the SCO device.

Press Save to create the device.

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Page Definition Detail Configuration

The SCO POS Terminal uses the SCO Display Receipt List option for its Customer Display Receipt List and Operator Display Receipt List parameters.

To create new Page Definition Details, navigate to Page Definition Detail maintenance via the search bar or the following path: Configurations > System > Page Definition Details

Press Create a new Page Definition Detail record.

Select Create a new Page Definition Detail record to begin.

Set the Definition ID to SCO_OperDisplayList and press Create.

Enter SCO_OperDisplayList as the Definition ID and press Create.

Set the following properties in the General tab:

Field	Description
Type	The type of the display list. Select Operator Display Receipt List Template.
Name	The identifier for the created Page Definition Detail. Enter SCO Display Receipt List.
URL	The external file system location of the Page Definition Detail. Enter PosSelfCheckout/Pos/Print/SCOStandardDisplayTemplate.
Source Filename	The name of the Page Definition file in the file system. This overrides the URL if a file is uploaded.

Configure the Type, Name, and URL fields as shown, then press Save.

Press Save to create the Page Definition Detail.

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POS Terminal Configuration

A POS Terminal for the SCO should then be created as this handles many of its interface-related configurations. This section of the document highlights SCO-specific configuration only, as the rest of the settings are common across all POS terminals.

Navigate to POS Terminal Maintenance using the search bar or the path: Configuration > Organisation > POS Terminal

Select Create a new POS Terminal to create a new record.

Select Create a new POS Terminal to begin creating the SCO terminal.

Select the previously created device for the Device ID and set the Template to SCO Standard React POS Terminal Template, then press Create.

Select the SCO Device ID and set the Template to SCO Standard React POS Terminal Template, then press Create.

Under the Peripherals tab, select the Input sub-tab and set the Self Checkout Type to PosSelfCheckout.

Set the Self Checkout Type to PosSelfCheckout on the Peripherals > Input sub-tab.

Select the Output sub-tab and set the Pole Light Type to the desired pole light type.

Set the Pole Light Type to the desired type on the Peripherals > Output sub-tab.

Under the User Interface tab, select the General sub-tab and set the Customer Display Receipt List and Operator Display Receipt List to SCO Display Receipt List.

Set both Customer Display Receipt List and Operator Display Receipt List to SCO Display Receipt List.

Select the Customer View sub-tab and set the Customer View Layout URL to Pos/Print/SCOStandardDisplayTemplate and Customer View Theme to Enactor Self Checkout.

Set the Customer View Layout URL to Pos/Print/SCOStandardDisplayTemplate and Customer View Theme to Enactor Self Checkout.

Press Save to create the POS Terminal.

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Role Configuration

The SCO Role is needed to enable specific privileges to run SCO functionalities in the POS. This role will also be used to display SCO menus. The required menu configuration is discussed in the Menu section of this guide.

Navigate to User Role maintenance via the search bar or the following path: Configurations > HR > User Roles

Select Create a new User Role.

Select Create a new User Role to begin creating the SCO role.

Set the Region field to the desired region, give a unique ID to the User Role ID field, and press Create.

Select the Region and enter a unique User Role ID, then press Create.

In the General tab, provide a Description and set the Authorisation Level to 0.

Enter a Description for the SCO role and set the Authorisation Level to 0.

Press Save to create the role.

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User Configuration

A unique user must be created to enable the customer to automatically log in and operate the SCO POS.

Navigate to User Maintenance via the search bar or the following path: Configurations > HR > Users

Press Create New User.

Select Create New User to begin creating the SCO auto-login user.

Set the User ID field to SCO and press Create.

Enter SCO as the User ID and press Create.

In the General tab, provide a Display Name and Surname.

Enter a Display Name and Surname for the SCO user.

In the Roles tab, assign the Self Checkout role.

Assign the Self Checkout role to the SCO user on the Roles tab.

Press Save, provide a new password for the user, and press Save to complete the user creation.

Set a new password for the SCO user and press Save to complete user creation.

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Product List Configuration

The SCO menus load a list of products where the user can select and add products to the transaction basket. The Menu Maintenance facilitates this function by combining it with the Product List Maintenance. A product list is configured with the product category, and this is attached to the menu configuration.

Navigate to Product List Maintenance via the search bar or the following path: Configuration > Merchandise > Product Lists

Press Create a new Product List.

Select Create a new Product List to begin.

Enter a unique ID in the Product List ID field and press Create.

Enter a unique Product List ID and press Create.

In the General tab, enter a Name for the product list.

Enter a descriptive Name for the product list.

In the Items tab, add the products associated with the list by entering the product ID and pressing Add, or via the Search button.

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Import or create the necessary product prices and images for the products before adding them to the list.

Add products to the list using the Add button or Search, then press Save once all required products have been added.

Once all the required products have been added, press Save to create the product list.

Repeat this process for all the required product lists.

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Menu Configuration

The menu navigation and user interface of a SCO POS is drastically different to that of a Retail or Restaurant POS. Configuration under the Menu Maintenance is required to accommodate these differences.

There are two modes a SCO POS can operate in during its operation; these must be configured with their associated menus:

• SCO User Mode - this mode allows the SCO user to navigate through the SCO-configured menus and complete a transaction.
• Supervisor User Mode - this mode allows supervisor users to assist an SCO user when they encounter an error or an approval is needed. The supervisor user takes control of the transaction and helps the customer to complete it. This menu is similar to the Retail/Restaurant POS.

Supervisor users are able to switch between the two modes.

Navigate to Menu Maintenance via the search bar or the following path: Configurations > System > Menus

SCO User Mode Menus

Sale Menu

Press Create New Menu to create a new menu in the Menu Maintenance.

Select Create New Menu to begin creating the SCO sale menu.

A sale menu must be created to enable SCO user navigation. Set the fields as follows:

Field	Value
Menu Set	POS
Role	Self Checkout
Menu Group	SCO POS
Menu ID	SCO_SALE

Configure the menu fields as shown and press Create.

Press Create.

The SCO sale menu has been created. Press Add and select Add a new Button to create the menu buttons.

Press Add and select Add a new Button. Create the following menu buttons:

Bakery

Tab	Field	Value
General	Event	enactor.pos.CategoryClicked
General	ID	BAKERY_MENU
General	Button Message Id	BAKERY_BUTTON
General	Button Message Base	PosSelfCheckout/Pos/GeneralMessages
General	Image URL	Bakery.png
General	Pressed Image URL	Bakery.png
General	Position	1
Data	enactor.coreUi.MenuId	BAKERY_MENU

Fruits

Tab	Field	Value
General	Event	enactor.pos.CategoryClicked
General	ID	FRUITS_MENU
General	Button Message Id	FRUITS_BUTTON
General	Button Message Base	PosSelfCheckout/Pos/GeneralMessages
General	Image URL	Fruits.png
General	Pressed Image URL	Fruits.png
General	Position	2
Data	enactor.coreUi.MenuId	FRUITS_MENU

Barcode

Tab	Field	Value
General	Event	BarcodeEnter
General	ID	Barcode
General	Button Message Id	BARCODE_BUTTON
General	Button Message Base	PosSelfCheckout/Pos/GeneralMessages
General	Image URL	Barcode.png
General	Pressed Image URL	Barcode.png
General	Position	3

Loyalty

Tab	Field	Value
General	Event	Capture Loyalty
General	ID	LOYALTY
General	Button Message Id	CAPTURE_LOYALTY_BUTTON
General	Button Message Base	PosSelfCheckout/Pos/GeneralMessages
General	Image URL	LoyaltyButton.png
General	Pressed Image URL	LoyaltyButton.png
General	Enabled Expression	#{isEmpty(view.transactionHandler.transaction.loyaltyPointsDetails) || isEmpty(view.transactionHandler.transaction.loyaltyPointsDetails.loyaltyCardNumber)}
General	Position	4

Payment

Tab	Field	Value
General	Event	Total
General	ID	TOTAL_BUTTON
General	Button Message Id	TOTAL_BUTTON
General	Button Message Base	PosSelfCheckout/Pos/GeneralMessages
General	Image URL	TotalButton.png
General	Pressed Image URL	TotalButton.png
General	Visibility Expression	#{!basket:testModelBasketEmpty()}
General	Enabled Expression	#{basket:testTransactionStarted()}
General	Position	6

All sale menu buttons have been added. Press Save to save the SCO sale menu.

Press Save.

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Bakery Menu

Menus for Bakery and Fruits should then be created, as these link to the product lists previously created.

Set the fields as follows for the Bakery menu:

Field	Value
Menu Set	POS
Role	Self Checkout
Menu Group	SCO POS
Menu ID	BAKERY_MENU

Configure the Bakery menu fields and press Create.

Press Create, then press Add and select Add a new Button. Create the following button:

Sweet Bread Buns

Tab	Field	Value
General	Event	enactor.pos.CategoryClicked
General	ID	SWEET_BREAD_BUNS
General	Button Label	Sweet Bread Buns
General	Image URL	(product image URL)
General	Pressed Image URL	(product image URL)
General	Position	1
Data	productList	SWEET_BREADS_LIST

The Sweet Bread Buns button links to the SWEET_BREADS_LIST product list. Press Save.

Press Save.

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Fruits Menu

Set the fields as follows for the Fruits menu:

Field	Value
Menu Set	POS
Role	Self Checkout
Menu Group	SCO POS
Menu ID	FRUITS_MENU

Configure the Fruits menu fields and press Create.

Press Create, then press Add and select Add a new Button. Create the following button:

Fruits

Tab	Field	Value
General	Event	enactor.pos.CategoryClicked
General	ID	APPLE_LIST
General	Button Label	Fruits
General	Image URL	(product image URL)
General	Pressed Image URL	(product image URL)
General	Position	1
Data	productList	APPLE_LIST

The Fruits button links to the APPLE_LIST product list. Press Save.

Press Save.

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Tender Menu

A tender menu must be created to enable tendering in SCO user mode. Set the fields as follows:

Field	Value
Menu Set	POS
Role	Self Checkout
Menu Group	SCO POS
Menu ID	TENDER_SCO

Configure the tender menu fields and press Create.

Press Create, then press Add and select Add a new Button. Create the following menu buttons:

Card

Tab	Field	Value
General	Event	PaymentServiceTender
General	ID	PaymentServiceTender
General	Button Label	Card
General	Position	1
Data	enactor.mfc.TenderId	PST

Gift Card

Tab	Field	Value
General	Event	GiftCardTender
General	ID	GiftCardTender
General	Button Message Id	GIFT_CARD
General	Button Message Base	Pos/Tender/TenderMessages
General	Position	2
Data	enactor.mfc.TenderId	GC

Return to Sales

Tab	Field	Value
General	Event	ReturnToSales
General	ID	BACK
General	Button Message Id	BUTTON_BACK
General	Button Message Base	Pos/General/PosMessages
General	Image URL	Tender/Small/returntosales_small_grey.png
General	Pressed Image URL	Tender/Small/returntosales_small_grey.png
General	Visibility Expression	#{empty(disallowSalesAfterTender) || !disallowSalesAfterTender}
General	Position	6

All tender menu buttons have been added. Press Save to save the tender menu.

Press Save.

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Supervisor User Mode Menus

The existing Sale menu should be copied and the available functionality adjusted to display only relevant functions. Additional buttons to allow switching between supervisor mode and SCO mode are also required.

In Menu Maintenance, copy the default Sale menu.

Copy the default Sale menu to create the supervisor mode menu.

Press Create.

Remove unnecessary functions (e.g. Orders, Reports, etc.).

Remove any unnecessary functions from the copied menu to keep only relevant supervisor operations.

Press Add and select Add a new Button. Create the following menu buttons:

Close Lane

Tab	Field	Value
General	Event	SignOff
General	ID	SignOff
General	Button Label	Close Lane
General	Visibility Expression	#{!basket:testTransactionStarted() || priv:checkPrivilege('enactor.pos.AutomaticStoreByUserId')}
General	Position	7

Back to SCO

Tab	Field	Value
General	Event	EndProcess
General	ID	EndProcess
General	Button Label	Back to SCO
General	Position	8

Add the Close Lane and Back to SCO buttons to enable lane management and mode switching. Press Save.

Press Save.

Lastly, import the necessary images for menu buttons.

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Broadcasting Data

To deliver the configuration changes to the POS, broadcast the following entities:

• Device
• POS Terminal
• POS Terminal Template
• Role
• Users
• Menu
• Page Definition
• Page Definition Details
• Product List
• Images

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All entities listed above must be broadcast to the POS before the SCO configuration will take effect. For detailed steps on broadcasting, refer to the Data and Regional Broadcasting guide.

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POS Functionality

Enactor.xml and SetEnv Script Configurations

Please refer to the SCO POS Installation Guide for detailed steps to install the SCO POS.

In order to start a SCO POS, certain parameters must be set in the enactor.xml file. This section focuses on the properties and values required.

If a React POS is being configured:

Property	Value
ReactPos.contentUrl	HTMLPos/indexsco.html
SelfService.CustomerUser	SCO
Browser.Type	Chromium
ProcessSet	HTMLPos

Additionally, the following properties must be set in the SetEnv.cmd file:

Property	Value
PARENT_THEME	NextGen1024x768/PosSelfCheckout
THEME	PosSelfCheckout
PARENT_PROCESS_SET	NextGen
PROCESS_SET	HTMLPos
VIEW_TYPE_ID	HTMLPos

The POS device's screen resolution should be set to one of the following supported resolutions:

• 768 x 1366 (Portrait)
• 1080 x 1920 (Portrait)
• 1920 x 1080 (Landscape)

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Once the POS is launched, the Close Lane screen is displayed.

The Close Lane screen is displayed when the SCO POS is first launched.

There is a hidden button that navigates the user to the SCO POS login screen. This is to ensure that a supervisor is starting up the SCO POS for the first time.

A hidden button on the Close Lane screen navigates to the login screen for supervisor access.

The SCO POS login page is displayed.

Enter the supervisor User ID and Password to log in and access the SCO POS controls.

After entering the User ID and Password of a supervisor user, the Open Lane screen is displayed.

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Opening the Lane in SCO Mode

To enable transactions, the lane must be opened. This can be done by selecting the Open Lane button.

Select Open Lane to enable transactions on the SCO POS. Alternatively, select Cancel to keep the lane closed.

Alternatively, the user has the option to keep the lane closed by selecting the Cancel button. If a pole light has been configured, it will turn green, indicating that the SCO POS is available to start a transaction.

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Start a Transaction in SCO Mode

Once a lane is in the open status, the SCO POS can start transactions. The SCO user can select Start Transaction to start a transaction and progress to the SCO sale menu.

Select Start Transaction to begin a new transaction on the SCO POS.

The SCO sale menu displays the configured category buttons for product selection.

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Adding Products to the Transaction in SCO Mode

Products can be added to a SCO POS by:

• Selecting the menus that have been configured to load product lists
• Scanning or key-entering a product ID

Add a Product via Product List

Select a menu button (e.g. Bakery).

Select a category button such as Bakery to view available product lists.

The user can then select a product list (e.g. Sweet Bread Buns) or search for a product by keying the product name after pressing the Search button.

Select a product list or use the Search button to find products by name.

The product list is loaded and products can be selected.

Select a product from the list to add it to the transaction basket.

The selected product is then added to the basket.

The selected product has been added to the basket and appears in the transaction list.

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Add a Product via Barcode

Select the Barcode button.

Select the Barcode button to enter a product ID manually or via scanner.

The product ID can be keyed in or scanned. Upon pressing ENT, the product is added to the basket.

Enter or scan the product ID and press ENT to add the product to the basket.

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Capture Loyalty in SCO Mode

Press the Loyalty button to capture loyalty.

Select the Loyalty button to begin capturing the customer's loyalty card.

The user can then scan or swipe the loyalty card.

Scan or swipe the loyalty card to capture the customer's loyalty details.

A confirmation screen is displayed if the loyalty card has been found.

The loyalty card has been found and the customer's details are confirmed.

The loyalty details are added and displayed on top of the basket.

The loyalty details are displayed above the basket, confirming the card has been captured for this transaction.

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Switching to Supervisor Mode SCO POS

When SCO customers encounter any errors or need support with their operations, they can request help from a supervisor by pressing the I Need Help button.

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The I Need Help button is displayed on all screens while in SCO mode.

Press I Need Help to request supervisor assistance. This button is available on all SCO screens.

A Please Wait! screen is displayed.

The Please Wait! screen is displayed while the customer awaits supervisor assistance.

A supervisor can then press the hidden button on the top-right corner of the screen to log in.

The supervisor presses the hidden button in the top-right corner to access the login screen.

The login screen is then presented, and the supervisor user can enter their credentials and press Sign On or ENT.

Enter the supervisor User ID and Password, then press Sign On or ENT to log in.

The supervisor user can continue the transaction initiated by a customer. When a supervisor user switches to supervisor mode, the Retail theme is loaded and they can proceed with assisting the customer by modifying the transaction.

In supervisor mode, the Retail theme is loaded. The supervisor can modify the transaction and assist the customer.

To switch back to SCO mode, the user must select the Return to SCO button. The POS is now back in SCO mode and the customer can proceed with the transaction.

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Tendering in SCO Mode

When at least one product is added to the basket, the Payment button is enabled. Pressing the button takes the user to the tender menu.

Press the Payment button to proceed to the tender menu when at least one product is in the basket.

The customer can then select a tender to complete the transaction.

Select a tender type (e.g. Card or Gift Card) to complete the transaction. Use Return to Sales to go back to the sale menu.

Lastly, the customer can select whether they wish to have their receipt printed or not.

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Document History

Version	Status	Issue Date	Author	Reason for Issue
1.0	Initial Draft	2024	Enactor	Initial version
2.0	Released	2026-03-16	Mark Harrison	Standards conversion and AI metadata