How to Set Up and Use the POS Product Shortcut Menus
One of the key features of POS is the ability to set up your own product menus, which can be easily operated from the main sales screen of Synergy, designed for ease of use on a touchscreen monitor.
You can setup up to 4 Product Menus, each containing up to 19 products.
To set these up, Go into POS Setup and click the ‘Products’ icon on the right hand navigation menu:
In the ‘Setup Product Master Buttons’ click one of the rows to start setting up one of the Product Menu buttons. Immediately below the list are the options for the selected button, first you can give the button a custom label e.g. ‘Shop’ in the screenshot above, then to make the button appear in the main POS Sales screen, tick the box to make this button ‘Active’.
Once you have labelled your Product Master Buttons, on the right-hand side, under ‘Setup Product Buttons’ click the Master button you wish to add products to, then click on a row in the list below to add a product to the Master Button.
When a row is selected you can set the button up in the menu immediately below the list. Tick the box to make the button active, click the binoculars icon to choose the product to associate with that button. The ‘description’ field will show the selected product’s ‘description’ from your database and the ‘caption’ is the label that will be put on the button in the POS sales screen. You may wish to edit the caption to make it shorter (so it actually fits on the button) or to make it easier to identify the correct product when using these product menus.
Carry on setting up more buttons under the selected Product Master Button then select another Product Master button, if you wish to start setting up its associated products. When finished, click the ‘Tick’ icon to save your changes.
If you go into the POS Sales screen, you will see the Master Buttons that have been set up in the bottom of the screen:
Clicking one of these will present the list of products you have set up against that Master Button, e.g.:
Clicking one of these buttons will immediately add this product to your current sale.