Presenter: John Dempsey – Touchscreen Configuration

• General Screen Layout

• Button Editor

• Layout

• Totals

• External and Custom Actions

Touchscreen Configuration

• Button Size and Shape

– Rectangle buttons allow for more rows

– Smaller sized buttons allow for more rows and columns

• Setup number of grid rows and columns

– Be careful removing existing rows or columns

• Item columns = Fixed columns

• Item columns are drill down menus

• Fixed columns are always displayed

Touchscreen Configuration

• Set the buttons on the most effective side

• Save = backup– Make a backup before making

big changes

– Setup seasonal touchscreens that can be interchanged

• Load = restore backup– Use to restore seasonal

touchscreen or move touchscreens between practice and live company

Touchscreen Configuration

• Control Fields in the “Total” corner– Regular-Standard is my

favorite template

– Adjust background colors and fonts for emphasis

• Change existing columns to something more useful like number of lines to ticket discount

• Update the hidden field above amount due for extra information

Touchscreen ConfigurationButton Editor

• Each button has a designated action

• Specify font, picture, text, hint and keyboard shortcut for each button

• Page action allows navigational control to link buttons to other pages, minimizing taps and reminding cashiers to capture required information

• Action specific steps

– Item number, item filter, run page or button page

Touchscreen Configuration

• Most frequently used button action is ITEM

– Specify the item to be sold

– Specify the qty and/or pause at qty

– Link to specific page or back to main

Touchscreen Configuration

• Item from lookup creates a dynamic search list of items that match the selected criteria

• Entering a keyword narrows the list further

• Easier than maintaining button pages of similar items

Touchscreen Configuration

• Create new page for either a run page or button page

• Link a button to the page either as a button page or a run page

• A button page navigates to the page and displays its buttons

• A run page executes all the buttons on the page in order but never displays the run page

Touchscreen Configuration

• Fill in the new page

• Enter Line Discount– Only displays line type

discounts

• Enter Document Discount– Only displays

document type discounts

Touchscreen Configuration

• Setup a Run Page with the all the desired actions in the correct sequence

• Counterpoint will execute the Run Page like a script walking the cashier thru all the required steps.

Touchscreen Configuration

• Use The External action to call non Counterpoint functions

• Load web sites, timecard software,trainingdocumentation, word or excel documents

• Use the arguments field for additional parameters

Touchscreen Configuration

• Create Custom actions in the actions.xml file• There is a global actions.xml file in the top level\system\actions folder for all

companies• There is a company specific actions.xml file in the

top_level\company\configuration\actions folder• Do not list the same custom action in both files• There are sample entries for calling windows programs, custom crystal

reports, counterpoint reports • Copy an existing similar action paragraph to create a new one

<!-- Call an existing report form - do not auto-preview --><action id="todays sales" actiontype="menu" preview="No"><filetorun>TfrmPsticketAnalysisByGroupRpt</filetorun><parameters></parameters><caption>todays sales</caption><image></image><hint>todays sales</hint><shortcut></shortcut></action>

Touchscreen Configuration

• Setup button for a Custom Action

• Select the defined action from the list

• Custom actions can also be added to the Counterpoint Toolbar