Touch Terminal Settings

 

Touch > Tools > Basic Tools > Terminal Settings > Terminal

 

Description

 

This menu item provides the ability to configure/customise Terminal settings at the SwiftPOS Touch terminal.

 

Terminal - Main

 

 

This screen is accessed from here.

 

Before a SwiftPOS Touch terminal can commence operation it needs to be assigned a Terminal ID and establish the required connection to the SwiftPOS Connect Service.

 

  • Terminal ID - Select the keyboard icon to set the Terminal ID. This number must be assigned to a SwiftPOS Touch terminal in the SwiftPOS Back Office. If this setting is changed, the following message will be displayed:

 

Note : Always ensure a backup of the local settings has been made first.


TCP Settings

  • Host or IP - Displays/Enter the Host name or IP address of the server (PC) running the SwiftPOS Connect Service. If connecting to a non-local host PC then you will need to enable the SwiftPOS Connect through the firewall on the non-local host PC.
  • Tenant ID - Displays/Enter the Tenant ID. This is generally the Tenant name for the SwiftPOS Back Office database to which the terminal normally connects to. Refer to Multi Tenanted Services for more information.
  • Access Code - Default is blank. Displays/Enter the Access Code that must match the same Access Code configured in NetPOS Settings. This is not mandatory, but does provide an additional level of security. The Access Code entered here is specific to the SwiftPOS Back Office database (Database Reference ID) configured in Tenant ID above.
  • Security Policy - Refer to Security Policy Options & TCP Secure Connection Settings for more information.
  • Port - Display/Enter the Port Number that matches the Port Number set in SwiftPOS Back Office. Default is 55500. The Port Number is used to establish a connection between the SwiftPOS Touch terminal and SwiftPOS Back Office. Note : Ports Numbers can be changed to meet site specific requirements. If changed the new Port Number will need to be enables by the site's firewalls.
  • Auto Reconnect - Select the keyboard icon to set the Auto Reconnect lapse time in seconds. The default is 30 seconds. If for some reason the server becomes disconnected, a reconnect will be attempted in the time specified here.
  • Connected - Displays Green when a connection to the the SwiftPOS Connect Service is active or Red when there is no current connection.

 

Updates


  • Apply Updates after - Select the keyboard icon to set the time in seconds. The default is 30 seconds. If enabled then it will automatically update the SwiftPOS Touch terminal with any Keyboard and Product related updates from the SwiftPOS Back Office. To ensure this does not interrupt sales operations during busy trading periods this can be set to a longer period of time. There is still the option of updating immediately if new Products have been created in the SwiftPOS Back Office but this is just an automatic process to reduce manual operation.
  • Apply Software Updates after - Displays/Enter the time in seconds. If enabled, then it will automatically update the SwiftPOS Touch terminal with any Software updates.

 

Auto Number

 

 

This screen is accessed from here.

 

Auto-Number Printing

 

  • Enable Auto-Number - Select to turn on auto numbering of dockets.
  • Reset Auto-Number with Z-Read - Select to reset the numbering system whenever Z-reporting has been completed.
  • Acquire Number from Table Tracking (Location based) - Select to ensure a unique numbering system is activated across all SwiftPOS Touch terminals so that call numbers can be displayed on the Menu Boards. Note : This option is not available from a Touch Lite POS terminal.
  • Start number from - Select to enter the minimum number in the Auto-Number range that this SwiftPOS Touch terminal will start from.
  • Reset when number reaches - Select to enter the maximum number in the Auto-Number range that can be used at this SwiftPOS Touch terminal. When reached the Auto-Number will be reset to the minimum number in the Auto-Number range (as per the Start number from setting).
  • The auto number is set on each Touch Terminal ONLY.
  • Number ranges can be set and can be triggered to reset after a Z-Read.
  • The Print Field {AUTO NUMBER} will need to be added to the kitchen docket and receipt. If more than 1 SwiftPOS Touch terminal is in use, then to ensure the numbers are unique, prefix the Print Field {AUTO NUMBER} with the Print Field{TERMINAL ID}. For example:

    • {TERMINAL ID}{AUTO NUMBER} - This will result in the first order being printed from terminal 1 with the number 101, whereas from terminal 2 it will print as 201. This way duplicate numbers can never occur.


  • Booking name will override the Auto-Number showing on the KVS. Also used for Drive - Thru service. The order of printing on the KVS is as follows:

    • Table
    • Booking Name
    • Auto-Number

 

Keyboard

 

 

This screen is accessed from here.

 

  • Button Image Size - Select from the sizing options available. The preferred option is to Stretch image to fit button.
  • Display Price on Buttons - Select to ensure Prices are displayed on Product assigned POS Keys, as well as in conjunction with Category Prompting. Note : Do not enable this if you have the Text Align > Bottom Right option selected OR on slow hardware (Response will slow down when the Price Levels are switched on Member Cards).

    • Button Price Font Size - Displays/Set the font size the Prices will be displayed on the POS Keys. Note : requires keyboards to be reloaded or an application restart to apply changes. Also, if the command line switch /L is being used to set the screen position/size of the Touch screen when invoking SwiftPOS.Touch.exe, then consideration will need to be given to the font size being used here.

 

  • Hide Inactive PLU's on the Keyboard - Select this to ensure POS Keys assigned to inactive Products for the Location are hidden (appear as unassigned POS Keys.
  • Resize Keyboard to Screen Size - Select to ensure that the Keyboard is resized to the fit the size of the screen.
  • Display Larger Rows in Post Link Ordering - Select to ensure that the rows displayed on the Post Link (Order Options) screen are larger to cater for larger fingers.
  • Display Larger Rows for Table/TAB searches - Select to ensure that the rows displayed on the Table/TAB search screens are larger to cater for larger fingers.

 

Messaging

 

 

This screen is accessed from here.

 

This feature is not designed for large networks running over a WAN. Suggest to use Gmail or some other email/messaging service.

 

Related Items : Open Messages POS Key - Message Operation - Message Service

 

Message Settings

 

  • Host or IP - Displays/Enter the which is normally your POS Server where the Message Service is running. If you are not running Messaging, the remove the Host IP from this setting so that it does not try and connect to the host.|

  • Port - this is normally 44400. Messaging can be set up on a particular Port Number.

  • Auto Reconnect - This needs to be unchecked if you are not using the Messaging Service. Otherwise the SwiftPOS Touch terminal will try and connect to the Messaging service all the time.

 

Miscellaneous

 

 

This screen is accessed from here.

 

  • Treat 28/29 Barcodes as weighted Barcodes - Select to ensure these Barcodes are used as weight embedded Barcodes (as per the requirement in some countries) as opposed to being used as price/weight embedded Barcodes (as per the international standard).
  • Calculate Qty from Dollar Value - Select to ensure a prompt is displayed to allow the entry of the value sold when a Qty based PLU Product (For example, Fuel or Deli Products) is sold. The quantity sold is then calculated at the SwiftPOS Touch terminal (rather than in the SwiftPOS Back Office when the sale is processed) and is calculated based on the value sold and the selling price of the Product as set in the SwiftPOS Back Office. This setting is most commonly used when selling Products by the litre (Fuel) or weight.

 

This screenshot of the SwiftPOS Touch terminal sales grid provides an example of $50 dollars worth of fuel sold. The quantity sold was calculated based on the value of $50 entered at the prompt and the $1.42 price/litre.

 

Note : This setting will override the Fractional setting set against the Category in the SwiftPOS Back Office.


  • Disable Log Archiving - Select this to disable the zipping of old log files. If a site has problems with the Zip feature then deselect this option.
  • Disable Price/Weight Embedded Barcodes - Select to direct SwiftPOS Touch to ignore the international standard for Barcodes and use Barcodes designed for other purposes (as per the requirement in some industries). SwiftPOS Touch will then treat all Barcodes as Product lookup. This specifically applies to Barcodes that start with "02", "20", "28", "29" etc.
  • Ignore Price/Weight Embedded Barcodes Check Digit - Select to totally ignore the check digit. Some packaged Products choose not to include the check digit at all when Barcode labels are printed.
  • Do not allow EFTPOS while updates are processing - Select to ensure that finalising a sale using EFTPOS will NOT be allowed while the SwiftPOS Touch is processing an update.
     - Removed this setting in V9+ as it is now always enabled.
  • Return Price in Product Searches (Slower) - Select to have the Product price returned and displayed beside the Products in Product searches. This can slow the time taken for results to be returned when selected on slow hardware. Note : This must be selected to allow SwiftPOS Back Office Price changes from the SwiftPOS Touch terminal.
  • Enable Price before Open Price PLU (instead of QTY) - Select to ensure that when entering a number prior to selecting an Open Price PLU Product, the sale price will be set by the number entered rather than this number being used to set the sale quantity.
  • Send Heart Beat to Connect - Select to ensure a Heart Beat signal is sent to the SwiftPOS Connect at periodic intervals. This signal is sent to inform the Connect service that the Touch terminal is alive and active. Note : It is recommended that this option is always selected.
  • Always Show Keyboard when providing Reasons - Select to ensure that the Touch Keyboard is always displayed by default when the Enforced Reasons screen is displayed. This will mitigate Clerks/Staff having to select the Show/Hide Keyboard button, in order to display the Touch Keyboard.
  • Use Back Office Card Masks - Select to ensure that the Card Masking used is based on the Card Masking configured in Back Office here.
  • Include Raffles Settings when backing up to Server - Select to ensure that Raffles settings are included as part of the Terminal settings backup, so that they can be retrieved and restored to other Terminals.
  • Receipt Playback Price - Used to determine the price of the items when returned using the Receipt Playback variable on the receipt.  Options are Original Price, Current Price, or Prompt.
  • Max number of results returned in a search - Select to set the maximum number of Products that can be returned in Product search, Member Classification and Lay By Search screens.
  • Weights & Measure Mode - Select from the drop down list one of the following:

  • Standard Terminal - Select unless one of the following options are required.
  • NMI Compliant - Select when integrating with Scales.
  • QuickFuel - Select when integrating with Fuel where NMI Compliance is required.


Note : For NMI  or QuickFuel compliance, ensure the Receipt Printer is not set to Hospitality Mode.


  • Counter refresh rate: - Select from one of the rates in the drop down list. The default is 1 second. The rate (time in seconds) selected will determine how often the counters (appearing in the top right hand corner of the SwiftPOS Touch terminal screen) are refreshed. This can be reduced to 60 seconds if slow hardware or wireless tablets are being used. This will reduce the amount of traffic to the Table Tracking database.

 

  • NetPOS Test refresh rate - To be continued ...

 

Email

 

 

This screen is accessed from here.

 

Email settings at the SwiftPOS Touch terminal can be setup here to enable the emailing of Receipts/Tax Invoices via the Review Transactions POS Key. It is also required for the emailing of Receipts/Tax Invoices to patrons with an Account and Room Charges. Refer to this link for Gmail settings but it is recommended that you use your ISP Mail Server instead.

 

Email Settings

 

  • Sender Name - Displays/Enter the sender's name. For example, SwiftPOS Support.
  • Email Address - Displays/Enter the sender's email address. For example, support@swiftpos.com.au.
  • CC - Displays/Enter the email address to which a copy is to be sent.
  • Message - Displays/Enter the default message that will be sent out as part of the email body.

The following variables are available for use when configuring the appropriate message to be sent. Note : They are CASE sensitive, so ensure they are entered into messages as depicted below.

  • {CUSTOMER NAME}
  • {ORDERNUMBER}
  • {TABLENUMBER}
  • {BOOKING NAME}

 

An example is :

 

Hi {BOOKING NAME}, your order {ORDERNUMBER} is ready and can be picked up from the counter.

 

Server Infomation

 

  • Outgoing mail server (SMTP) - Displays/Enter the Outgoing mail server (SMTP) Host/IP address. For example, mail.iinet.net.au.
  • Port - Displays/Enter the port number for the Outgoing mail server (SMTP) connection. Port 25 is generally the default SMTP port. If Gmail SSL is being used then SSL works on port 25 and may not work on port 465 as the Gmail documentation recommends.
  • SSL Encryption - Select to ensure SSL encryption is to be used when sending emails. Note : From our testing, SSL works on port 25, not 465, as Gmail advertise in their info page.

 

Logon Information

 

  • User Name / Password - Displays/Enter the User Name and Password. If an Exchange Server is being used, then the Username entered must include the domain name and Username. For example: Samford\User1. Note : The Username/Password may not be required if the email server being used allows for anonymous logins. Check with your ISP.
  • Test eMail - Select to test by entering an email address to which to send the test email.

 

Variables for Emails

 

SMS

 

 

This screen is accessed from here.

 

SMS settings at the SwiftPOS Touch terminal can be setup here to enable the sending of SMS messages.

 

SMS Settings

 

  • SMS Provider - Displays/Select from the drop down list the SMS Provider specific to the site:

 

Depending on the selection made above, the details displayed, that require configuration, will vary. For example, these maybe one or more of the following: Username, Password, Gateway URL, Key, Secret, Sender, etc.

 

  • SMS Field 3/4 - Not required (for future use).
  • Country Code - Displays/Enter the SMS Country Code applicable. For example, enter 61 for Australia.
  • Message - Displays/Enter the default message that will be sent out as part of the SMS.

The following variables are available for use when configuring the appropriate message to be sent. Note : They are CASE sensitive, so ensure they are entered into messages as depicted below.

  • {CUSTOMER NAME}
  • {ORDERNUMBER}
  • {TABLENUMBER}
  • {BOOKING NAME}

 

An example is :

 

Hi {BOOKING NAME}, your order {ORDERNUMBER} is ready and can be picked up from the counter.

 

  • Prompt for Additional Message - Select to ensure a prompt will be displayed to allow for the entry of Order specific messages. Note : The message entered as a result of the prompt will be in addition to the default Message entered above.
  • Log All SMS Sends - Select to log. Note : This should on be selected if requested by SwiftPOS Support.
  • Test SMS - Select to test by entering a number to which to send the test SMS.

 

For setup and operation information ...

 

TYRO Platform

 

 

This screen is accessed from here.

 

  • Authorisation Status - Shows if the Terminal is Authorised for Tyro Platform.
     
    • Site Location ID - The Location ID to be used when authorising
    • User Code - Code displayed during authorisation to verify against the Browser.
       
  • Post Sales to Tyro - Select to post sales to the Tyro Platform
     
    • Merchant ID - Merchant ID provided by Tyro
    • Merchant Name - Merchant Name associated with the Merchant ID.

 

Related Topics

 

  1. POS Configurations
  2. POS Operation
  3. POS Operations
  4. Touch Toolbar and Tools
  5. Terminal Settings

 

Published 28 Mar 2024