Hardware - Device Settings - POS Settings (HQ)

POS Settings are where the majority of the configuration options for the TRAY application are found. The POS Settings can either be accessed from TRAY HQ in the Hardware - Device Settings or from the POS under Functions > Admin > Setup. This article will specifically cover the available configurations in TRAY HQ.

Once any information has been added or updated, you will need to Publish the information by choosing using the "Save and Publish" button at the bottom or by choosing the "Save" button at the bottom and the blue “Publish” button at the top of the screen. Choose “Site Settings” and then the “Publish” button.

Permission Requirements: View Devices, Edit Devices, Add Devices, Delete Devices

HQ POS Settings

When you click edit on a Device Settings Template you will see

• Summary
• KDS Settings
• POS Settings

This article will be reviewing all of the sections and configurations within POS Settings

POS Settings Landing Page

The different sections are available by clicking on the drop down menu to the right of Section:

SECTION	DESCRIPTION
DEVELOPER	Developer options and Offline Support.
DEVICE	Basic device level configurations.
KIOSK	Configurations specific to Kiosk functionality.
ORDERING	These settings have an effect on order entry methods and visibility.
PAYMENTS	Payment related configurations.
POS	POS UI configurations.
READER	MSR (Card Swipe) configuration.
REPORT	Printed report configurations.

Developer

SECTION	DESCRIPTION
Bad Internet Simulator	The bad internet simulator is a legacy setting that simulates a poor network connection. This simulator is no longer functional.
Offline Support	Offline Support is the capability for your system to toggle between online and offline mode.
Auto Offline	Automatic Offline determines whether or not your system can enter offline mode automatically in the case of a network or cloud event. Offline Support must be enabled for this to work. There are additional configurations for automatic offline mode that are not yet available in TRAY HQ.

Device

SECTION	DESCRIPTION
Screen Saver	Off: The screensaver will never turn on On: The screensaver will turn on after 5 minutes AutoLogout: The screensaver will turn on after 5 minutes and logout the current user.
Card Reader Button	Shows the card reader button underneath the "Continue" button on the login screen. This can also be toggled to "Show if no reader" meaning even if no MSR is assigned, this dialogue will still be visible.
Swipe Chip Cards	If you are processing payments through Magensa, this will allow or disallow you to swipe a card with a chip, otherwise you will be prompted for a chip. Not compatible with FreedomPay.
Clocked-In Staff	This determines whether or not checked in staff are visible on the POS login screen. This is useful for handheld devices or devices with cash drawers where the user needs to be checked out of a drawer or assigned to a separate printer.
Allergen Button	The "Allergen" button will display a filter on the POS which allows you to filter out items that are configured with specific allergens. NOTE: Your menu items must be configured with allergens in order for this filter to work.
Customer Facing Display	Enables device support for a customer display.

Kiosk

SECTION	DESCRIPTION
Combo Item Prices	Legacy Setting
Cart Special Instructions	Ability to set order level special instructions on checkout.
Menu Names	Shows or hides the menu names on the kiosk.
Show Add-On Items	Shows add on items with the parent item or on checkout. On checkout shows the upsell prompt with the add-on items.
Keep Tab Open	Allows the customer to place an open tab on the kiosk (Legacy).
Waiver Buttons	Determines which buttons show on the waiver kiosk, either Party Check-In or Walk-Ins.
Login Screen	If set to show, will prompt user to enter a phone number for Tray loyalty before beginning the order.
Kiosk Mode	This will dictate whether the kiosk is in waiver mode, or standard.
Customize Card Payment Button	On the kiosk checkout screen, when selecting the tender type, this text will be what is displayed on the Card Payment option.
Customize Other Tenders Button	On the kiosk checkout screen, when selecting the tender type, this text will be what is displayed on the Other Payment option.
Enable Timeout Prompt	Allows you to set the timeout for the cart and set a custom message if enabled.

Ordering

SECTION	DESCRIPTION
Order Mode	Fire On Next: As each item is added to the cart, it will fire to the kitchen Fire On Pay: Once the items are fired, they will go into the "Held" state and will not actually fire until the check has a payment applied Fire On Total: The items will fire upon selecting any of the sending options
Order Options	Hold Items: This activates the red HOLD button on the POS which allows a user to manually fire an order as held Save Check: This activates the green "Save & New" button on the POS which allows a user to leave a check in its current state, so that they can apply a payment and close it out later, this also returns you to the Revenue Center selection screen so that you can start a new check
User Receipt Options	When using the customer facing payment flow or Fast Pay, this setting toggles which receipt options are available. If only Print Receipt is selected, the receipts will automatically print, otherwise the customer will see all of the options selected in the drop-down menu.
Item Customizations	This setting determines whether or not the Special Instructions button is visible on the products as you are adding them to the cart.
Ask For Check Name	N/A Not in use
Stay In Menu	When a user is adding items to the cart, this setting determines if the POS will keep them in the current menu they are in, or return them back to all menus.
Stay In Tab	This setting will make it so that if the user opens a sub menu, such as Functions, when returning to the POS screen it will keep them in the current tab.
Pin Location	If your revenue center has multiple destinations available, this setting will allow a specific POS to "Pin" that destination so that whenever that revenue center is selected, it will automatically assign that destination. This destination can be changed manually.

Payments

SECTION	DESCRIPTION
Card Payment Options	Authorize: This allows you to take an authorization payment first, and then capture the payment later. This is useful when the guest will be applying a tip to a receipt that will be entered by the server later Store: Legacy Charge: This is a direct charge. Payment and tip are captured at the same time
Cash Tender Confirmation	When this is enabled, cash tenders will leave a confirmation screen up that allows the user to see the tendered amount and the change due. The user can then dismiss this screen when ready.
Tip Buttons	No Tip: This will enable a button on the customer payment flow that allows the customer to choose "No Tip" Cash Tips: This enables the user to then enter a tip record during the cash payment. This is usually not enabled
Authorization Receipt	This setting determines if the authorization receipt on a credit card payment will automatically print or if it needs to be printed manually.
Tip Type	On the customer payment/tip flow, this setting toggles whether suggested gratuities are displayed as a dollar amount or as a percentage.
Who Will Enter Tips?	This changes the payment flow from either the Staff flow, the Customer flow, or will prompt the user to select which flow is appropriate.
Always Ask For Signature	This setting determines whether or not the signature is required when using the customer payment flow.

POS

SECTION	DESCRIPTION
Menu Images	This setting determines whether or not menu/product/modifier images are visible or not.
Order Buttons	This setting determines the available order firing options (Except for the Hold Item option). Pressing and holding any of these buttons (Except for Fast Pay and Pay and Print) will allow the user to fire the order on Priority, which will move to the top of the expo screen and add a large [P] in front of the order. Permission Requirement: SendPriorityOrder If the user has the AutoLogout permission assigned to their role, using any of these firing options would log them out upon firing any order. Fast Pay Buttons: Legacy Setting that enables the user to apply the payment at the time of firing the order Print Receipt Button: This will fire the order, print the guest receipt, and log the user out Print Order Button: This will fire the order and print a copy of the order chit Send and Stay Button: This will fire all current products and allow the user to continue ringing items into the cart Send and Close Button: This will fire the current order and log the user out Pay Button: This will fire the order and take the user to the payment screen Pay and Print Button: This will fire the order, print the guest receipt, and take the user to the payment screen
Modifier Style	This setting determines how modifier groups are displayed when selecting products. List shows them all in one page, Tab separates them into tabs.
Modifier Split Screen	Legacy setting
Guest Control	Setting the Guest Control to Show will minimize the Quantity buttons to the bottom of the screen, and instead display the "Guest Control" options. Requiring Guest Count/count minimums can be enabled by editing the Revenue Center
Reservations	Legacy Setting
Modifiers Mode	Add-On Mode: Each time a modifier is pressed, it adds another quantity of that modifier (Legacy) Checkbox Mode: Modifiers can be selected or deselected
Button Size	This setting determines the size of the buttons on the POS or the Kiosk. Small to Medium is recommended.
Cart Position	Changes the orientation of the UI on the POS or Kiosk flow to swap the cart from the left side to the right.
Print No Sale	This setting determines if a confirmation chit prints on No Sale functions.
Mode	N/A No longer in use

Reader

SECTION

DESCRIPTION

Reader Configuration

This setting determines which Magnetic Strip Reader is set for your device. This is NOT for the credit card reader unless you have a Magtek eDynamo. None: No MSR SecureMag: This setting is for any external USB SecureMag MSR, also for any Aures or Panasonic devices Magtek eDynamo: This setting is for the Magtek eDynamo, or the ELO MSR Micros Reader: This setting enables the Micros 610. We are developing support for the 625/655 Internal MSR: This will support the HP Engage ALL-IN-ONE Moby 5500: This setting is only for the Ingenico Moby 5500. Do not change this setting if you are using any other FreedomPay device

Report

SECTION	DESCRIPTION
Staff Report	N/A No longer in use

Additional Settings

The Additional Settings is for any POS JSON configurations which have not yet been built into the POS Settings. This screen is visible on each section of the POS Settings tab. Many of these configurations contain sensitive information, or are features that are still in development.

POS And KDS Settings

To review the configuration options within the KDS Settings tab or the Summary tab, click on the links below.

Hardware - Device Settings - KDS Settings (HQ)
Hardware - Device Settings - Summary (HQ)