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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​

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 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​

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