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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

  • Exercise 14 - Location
  • Exercise 15 - Device and POS Terminal

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​

Regional
All Regions
Organisation Hierarchies
MM GroupMenu GroupProduct GroupPrice Group
Business Rules
ReasonUser TemplateRole
Country
Templates for Country
Location TemplatePOS Terminal Templates
Business Rules
ReasonTenderUser TemplateRole
Sub-Region
Warehouse A
Store A1Store A2
Store / Location
Apply / Override Configuration
LocaleCurrencyPrice GroupMenu GroupTax SchemeTax Region
POS Terminal
Apply / Override Configuration
LocaleCurrencyPrice GroupMenu GroupTax SchemeTax RegionReceipt ThemeStyle Sheet
GENERIC
SPECIFIC
Non-Regional
MenuUserReceipt
Product Data
ProductSelling CodeProduct PriceImagesColourSize
Localisation
Country CodeLocaleCurrencyTax DataTranslations

Location, Device and POS Terminal Relationships​

Region
Part of the organisation structure. May represent a geographic or business area
contains several
Location
Represents a physical location such as a store
is an instance of a
Location Template
Contains the configuration settings common to a set of locations
Location
contains several Devices
contains several
Device
Represents a physical device such as a POS or a server
which may be a
POS Terminal
Represents a physical POS
is an instance of a
POS Terminal Template
Contains the configuration settings common to a set of POS Terminals
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 14 - Location​

  1. Open Locations
  2. Create a new Location: Type - Store; Template - UK Store Template; Location ID - LOC-TRAINx; Create
  3. Enter: Is Live - check; Name - TRAINx - {Your Name's Store}; Branch Number - the X from your TRAINx number
  4. Receipt tab - Receipt Trailer Lines - a message for the receipt trailer
  5. Save

Exercise 15 - Device and POS Terminal​

Device

  1. Open Devices; Create: Device ID - POS-TRAINx; Create
  2. Enter: Name - POS TRAINx; Host - localhost; Type - Thin Client POS; Location - your location; Save

POS Terminal

  1. Open POS Terminals; Create: Device ID - your device; Template - React Mobile POS Terminal Template; Create
  2. Enter: Description - POS TRAINx; Terminal Number - X from TRAINx
  3. User Interface tab > General tab: Menu Group - your menu group
  4. Branding/Style tab: Operator View Style Sheet - Enactor Stylesheet White; Logo Image - Enactor Logo - Dark.png; Sign On Logo Image - Enactor Logo - Dark.png; Sign On Background Image - White 1x1 Background
  5. Save

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​

Peripheral Devices
Flexible access to range of Retail Peripherals
JPOS
Databases
Local Master Data Repository

Transaction Data Store
JDBC
POS Application
Interactive POS UI

POS Engines

Peripheral Control
JVM
Services Application
Central Server Communications

Automated Processing
Apache Daemon / JVM
Application Updater
Automated Upgrades

(Normally Dormant)
JVM
Java
Operating System (Windows, Linux)
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