Skip to main content

How To Navigate POS Sign On

Introduction​

This guide is part of the POS Functionality series, which documents the standard behaviour of the Enactor Point of Sale (POS) in Standard Configuration (SC) for Version 2.7.747.RC2.

The purpose of this guide is to document the POS sign-on and log-out procedures: how operators log in to the POS using their User ID and Password, what happens when credentials are not recognised, and how to log out once a session is complete.

info

This guide covers the POS as experienced by the operator at the till. It does not cover Estate Manager configuration. All screens shown are POS terminal screens.

For the default user credentials (User IDs and Passwords) included with the Standard Configuration, see How-to Guide - POS Functionality - 01 - Getting Started.

Overview​

This guide covers the following topics:

  1. Log In - Step-by-step procedure for logging in to the POS using the numeric keypad, including unsuccessful and successful login outcomes.
  2. Log Out - Step-by-step procedure for logging out once a session is complete.

Log In​

Operators can log in by manually keying in their individual Enactor User ID and Password using the numeric keypad on the POS sign-on screen.

  • If the login is unsuccessful, the operator is prompted with an on-screen message.
  • If the login is successful, the operator is presented with the Sale screen and has access to the functions permitted by their role.

Path: Enactor POS Sign On > Sale

Unsuccessful Login​

If an incorrect User ID or Password is entered, the POS displays an error dialog. The operator must acknowledge the message and re-enter their credentials.

  1. On the POS sign-on screen, enter your User ID using the keypad.
  2. Enter your Password.
  3. Press ENT to submit.
  4. If the credentials are not recognised, the error dialog is displayed.
  5. Press OK to dismiss the dialog and return to the sign-on screen.
  6. Re-enter the correct credentials.

Enactor POS sign-on screen with User ID field showing 123456 and Password field with obscured entry. Numeric keypad is displayed on the right with CLR, ENT (highlighted blue), and keyboard toggle buttons.

POS Sign On - enter your User ID and Password using the numeric keypad, then press ENT to submit.

Enactor POS login error dialog displaying the message 'The user is not recognised or the password entered is not valid.' with a green OK button to dismiss it.

Login Error - if the credentials are not recognised, this dialog is displayed. Press OK to dismiss and re-enter the correct User ID and Password.

This completes the Unsuccessful Login procedure.

Successful Login​

Upon successful login, the operator is presented with the Sale screen. The function buttons displayed will vary depending on the operator's role and privileges.

  1. On the POS sign-on screen, enter your User ID using the keypad.
  2. Enter your Password.
  3. Press ENT to submit.
  4. If the credentials are valid, the Sale screen is displayed.

Enactor POS sign-on screen in initial empty state, showing User ID field with placeholder 'Please enter your user name' and Password field with placeholder 'Please enter your password', alongside the numeric keypad.

POS Sign On - Initial State - the sign-on screen presented when no credentials have yet been entered. Enter your User ID first, then your Password.

Enactor POS Sale screen after successful login. Header shows Transaction 165, 19/05/2023 16:36:43, Till 3, Hertford Sales Asst. Basket is empty. Bottom buttons include Sales, Discount/Overrides, Voids, Returns, Select Payment Device, and Sign Off. Total shown as £0.00.

Sale Screen - Successful Login - after a successful login the Sale screen is presented. The operator's name and till number appear in the header. The function buttons displayed depend on the operator's role and privileges.

This completes the Successful Login procedure.

Log Out​

Once logged in, operators can log out using the LOG OUT button displayed in the top right-hand corner of the screen.

note

For left-handed users, the LOG OUT button is displayed in the top left-hand corner of the screen.

tip

The logout can also be completed after products have been added to the basket. The transaction will be stored against the operator, and the same transaction will be recalled automatically at next login.

Path: Sale > Enactor POS Sign On

Successful Log Out​

  1. From the Sale screen, press the LOG OUT button in the top right-hand corner (or top left for left-handed mode).
  2. The POS returns to the sign-on screen, ready for the next operator.

Enactor POS Sale screen before log out, showing header with LOG OUT button top right, empty basket, numeric keypad, and function buttons at the bottom including Sales, Voids, Returns, and Sign Off. Total is £0.00.

Sale Screen - Log Out - press the LOG OUT button in the top right-hand corner to log out. If items are in the basket, the transaction will be stored and recalled at next login.

Enactor POS sign-on screen displayed after a successful log out, with empty User ID and Password fields showing placeholder text, and the numeric keypad ready for the next operator.

POS Sign On - After Log Out - the POS returns to the sign-on screen following a successful log out, ready for the next operator to log in.

This completes the Successful Log Out procedure.