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Store and POS Setup

Store and POS Setup​

Slide 19

Objectives​

Objectives

At the end of this session, you will be able to:

  • Understand and explain the purposes of and relationships between Locations, Location Templates, Devices, POS Terminals, and POS Terminal Templates
  • Understand the main configuration settings managed using the Location and Location Template
  • Understand the main configuration settings managed using the POS Terminal and POS Terminal Template
  • Configure a Store Location and a set of POS Terminals within that Location
  • Install a POS using the Enactor POS MSI (basic installation only)

Practical Exercises

  • Location, Device, POS Terminal Configuration Exercise
  • POS Installation Exercise

Configuration Topics​

Configuration Topics

  • Location - represents a physical store or warehouse
  • Location Template - contains configuration settings common to a set of locations
  • Device - represents a physical device such as a POS or server
  • POS Terminal - represents a physical POS
  • POS Terminal Template - contains configuration settings common to a set of POS Terminals

Other Topics

  • POS Setup

Architecture​

Store and POS Architecture

Location, Device and POS Terminal Relationships​

Location, Device and POS Terminal Relationships

EntityDescription
RegionPart of the organisation structure. May represent a geographic or business area. Contains several Locations.
LocationRepresents a physical location such as a store. Is an instance of a Location Template. Contains several Devices.
Location TemplateContains the configuration settings common to a set of locations.
DeviceRepresents a physical device such as a POS or a server.
POS TerminalRepresents a physical POS. Is an instance of a POS Terminal Template.
POS Terminal TemplateContains the configuration settings common to a set of POS Terminals.

Exercise 3 - Store and POS Configuration​

  1. Draw a diagram representing the configuration of a model store. Use these IDs: Location: LOC-TRAINx (note this down - you will need it later); Device/POS Terminal: POS-TRAINx (note this down - you will need it later)
  2. Set up the configuration for your model store using this template: Location Template: STORE_TEMPLATE_UK (UK Store Template)
  3. Give your location specific configuration, including: Branch number (use x from your TRAINx ID); Name and Address; Assign it to the United Kingdom region; Set the Store to Live; Set the Price Group to United Kingdom (this is actually set on the template); Add a message to the receipt footer (trailer)
  4. Create your Device with Device ID POS-TRAINx. Device should have a type of POS and your location.
  5. Create your POS Terminal POS-TRAINx: Use POS Terminal Template: RETAIL_MOBILE_POS_TEMPLATE (Standard Mobile POS Terminal Template)
  6. Give it specific configuration, including: Description; Terminal Number (use x from your TRAINx ID); Set the POS Terminal to use your Menu Group

Exercise 3a - POS User Interface​

  1. Set the following configuration on your POS Terminal.
  2. User Interface - General: Menu Group - use yours (TRAINx)
  3. User Interface - Branding/Style: Parent Theme - NextGen; Theme - NextGen1024x768; Operator View Style Sheet - The Works 1024x768
  4. Save and broadcast the changes.
  5. Restart your POS: What does the UI look like? Can you find your menu item(s)?

POS Setup Overview​

Pre-Requisites

  • Operating System
  • Database
  • Installer.ini
  • Drivers (e.g. JPOS)

POS MSI Installation

Initial Connection to Estate Manager

Master Data Broadcast

Test

POS Internal Architecture​

POS Internal Architecture

ComponentTechnologyDescription
Peripheral DevicesJPOSFlexible access to a range of retail peripherals
DatabasesJDBCLocal master data repository and transaction data store
POS ApplicationJVMInteractive POS UI, POS Engines, and Peripheral Control
Services ApplicationApache Daemon / JVMCentral server communications, automated processing, and transaction/master data flow
Application UpdaterJVMAutomated upgrades (normally dormant)

The full stack runs on Java over Windows or Linux.

Further Reading​

For additional information and further reading on Store and POS Setup, please see the following guides:

DocumentDescription
How to: Configure LocationsConfiguring store locations and location settings
How to: Configure DevicesConfiguring devices within a location
How to: Configure POS TerminalsConfiguring POS terminals and terminal settings