External Application Configuration
To configure External Application in the Portal:
From the Portal, navigate to Data Management → Settings → External Applications and select Create an Application.
From Create an Application, select General.
From General, enter or select the following values:
Field Name
Description
Application Name
Enter the name that will display on the point of sale (POS) device
Application Type
Web Application
Web Application URL
Click the global icon to configure the URL for each site:
QA
UAT
Production
Note
For the External Application URLs, contact our support team.
Confirm on Exit
If the value is set to On, a pop-up window displays upon exiting from the device to confirm the exit
Availability
If active for the site, the application can be seen on the POS device
Restrict By Roles
The Restrict By Roles field is set to Off by default. When set to Off, there are no role limits and all users can open the external application.
If set to On, the administrator can add role(s) which can access the external application
To enter External Application through the POS from Functions - Applications:
From the Portal, navigate to Data Management → Hardware →Terminal Scheme and select the correct scheme.
From the correct scheme, scroll down to Available External Applications and enable to application.
From the POS device, navigate to System Navigation → Functions → Applications to see the external application.
To enter External Application through the POS from POS system navigation list:
From the Portal, navigate to Data Management → Hardware →Terminal Scheme and select the correct scheme.
From the correct scheme, navigate to Order Entry → Available System Navigation Options and select Add Item.
From Add Item, select the external application and select Save.
From the POS device, navigate to System Navigation to see the external application.
From the POS device, select the external application from the System Navigation/Application list.
Note
Employee login credentials are required for the next step. To learn more, see Create an Employee for POS.
From the POS device, enter the correct user identifier and PIN and select the event page.
Create an Employee for POS
To add an employee's credentials to the point of sale (POS) system, complete the following steps:
From the POS system, select the 4-dot menu and navigate to Staff → New Employee.
From New Employee, select the General Info tab and enter the employee's information including first and last name.
From New Employee, select the Site Status tab and assign the employee to a site by selecting Active in the dropdown menu for the site.
From New Employee, select the Jobs tab and assign a job code for the employee.
Note
For information on creating job codes, see Create a Job Code in Data Management.
From New Employee, select the POS Credentials tab and select Add POS Credentials.
Create a Job Code in Data Management
To create a job code in Data Management:
From the Portal, navigate to Data Management → Staff Settings → Job Settings → Job Codes and select New Job Code.
From New Job Code, enter the Job Code Name in the text field.
From New Job Code, select the Job Code Category from the dropdown menu. The options are:
Back of House
Front of House
Management
From New Job Code, select the Tip Category from the dropdown menu. The options are:
Indirect
No
Yes
From New Job Code, enter values for any additional optional fields.
From New Job Code, select the privilege level under If User has All Orders Privilege:. The options are as follows with the default set to Operate as Cashier:
Operate as Cashier
Operate as Manager
From New Job Code, select Save to save the new job code.