Module 7 – Using Touch Design to Customise the

Look and Feel of Your System

Overview

Pilot’s Touch Design program allows you to add buttons to your Pilot Point-of-Sale Touch workstations, and then to link these buttons to PLU items. Accessing the Touch Design program is quick and easy and with a little practice you will be able to add, edit and link buttons to items with no problems at all.

The learning objectives for this module:

By the end of this module, you will be able to:

Demonstrate an ability to access the Touch Design function and show an understanding of the Screen Editor

Perform the procedures to add, edit and delete a Touch Button

Perform the procedures to set up and link a Touch Button to a PLU item

Perform the procedures to set up and link a Touch Button to a Group of PLU items

Perform the procedures to set up a Touch Button which is linked to another screen.

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Page 7-– 2 Accessing the Touch Design Functionality

Accessing the Touch Design Functionality Your Pilot Touch Design program allows you to maintain and customise your Pilot POS interface by giving you the ability to add and edit the buttons of your Touch POS screens.

Important When you work with Pilot Touch Design, you must be sure of which screen you are working with –

changes are made on live files, which means the entire system can be updated with edits and changes.

Opening the Touch Design System Use the following information as a guideline to access and navigate the Touch Design System:

1. Open the Pilot POS Admin program.

2. From the top toolbar, click on the Touch Design button.

3. Enter your management code, or confirm access using a finger print, to start the program.

The Touch Design screen will be displayed.

You can select to work with the following:

Design Menus

Design Table Views

Design Floor Layout.

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Designing Menus Page 7-– 3

Designing Menus Use the following information as a guideline to designing the onscreen menu options:

1. From the Touch Design main page, click on the Design Menus button:

The Menus Touch Design screen will be displayed.

Understanding the Menus Touch Design Screen Editor

This window or screen editor is used to design and define the touch buttons that are seen on the Pilot POS interface. It enables you to change labels for a POS screen button as well as the links that need to be made to buttons.

There are essentially three types or categories of definable touch buttons:

The button which is linked to a PLU Item (Normal & Descriptive PLU Items)

The button which is linked to a GROUP of PLU items

The button that will activate another screen.

Select the Menu name you want to work with.

The section where the button is linked to a group of PLU items.

PLU code

The first section of buttons has functions such as:

* Add a new screen

* Delete a screen

* Edit a screen

* Copy a selected screen

* Lock or Unlock screens (to help manage editing).

The action section where the Plu is linked to a button or group.

Menu button Defines the 3 ways in which a button might function.

Select the Screen File you want to work with here.

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Page 7-– 4 Designing Menus

Loading the correct screen data file to work with

When designing a menu, you need to work on the active or live file.

1. Click on the Design Menus button to display the Select Screen file window.

2. Click on the Screens button and select the “Re-create workfiles from live screen files” menu option.

3. Confirm that you want to work with “live screen files”:

Think and Do!

Map out your own understanding of the process and steps required to work with the Design Menus screen:

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Designing Menus Page 7-– 5

Notes Understanding the Button Control section:

Caption: This function allows you to Rename a certain button on a screen.

Font Size and Colour: This function button allows you to change the type, colour

and size of the font used on the button.

Description: This is where you will see the actual name of the PLU linked to the

button.

PLU Item: This shows you which PLU item is linked to the button.

Group: This allows you to group a set of PLU items to a single button.

Understanding the Action section:

This function determines how the button will behave when pressed. You have two options:

Jump to Menu makes the button move to a new screen.

PLU makes the button return to the same screen.

The Menu to jump to function determines which screen the button must jump to if you have chosen the Jump to Menu option under the Action option.

This is where you label the button. You can also paste the PLU label into here and save yourself time.

Description of the PLU linked to the button.

This manipulates font type, size and colour.

This displays the linked PLU code.

This shows which Group the button is linked too.

Opens up a PLU search menu to locate and select a PLU.

Selects option to move to new menu, or return to PLU-menu.

Selects which menu to jump to if "jump to menu " option was selected.

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Page 7-– 6 Adding and Editing a Touch Button

Adding and Editing a Touch Button

Notes Map out Your Own Understanding of the process and steps required to work with Buttons:

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Removing a Touch Button Page 7-– 7

Removing a Touch Button

Notes Map out your own understanding of the process and steps required to remove a Button:

Note If the required changes are only applicable to the selected button, do not choose Yes as this will change all

existing buttons on the screen you selected.

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Page 7-– 8 Setting Up a Touch Button to Link to PLU Items

Setting Up a Touch Button to Link to PLU Items There are three types of definable Touch buttons:

A button which is linked to a PLU item (Normal & Descriptive PLU Items)

A button which is linked to a group of PLU items

A button which is linked to another screen.

Map out your own understanding of the process and steps required to link PLU items to a POS Touch button:

Setting up button which is linked to a GROUP of PLU items

1. Ensure the group you would like to link to the button exists.

2. To add a new group, select the button you want to link to a group.

3. Select the Group icon – use the button action field on the screen editor:

4. Type the name in the Add Group field and select the drop- down arrow to add the new name.

5. Once the new Group has been added, double-click on the Group to Link to button.

To Allocate a PLU item to a Group

6. Select the PLU.

7. Search for the PLU’s and select the drop down arrow to allocate the group to the PLU.

Think and Do!

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Defining Pop-Up Screen Options Page 7-– 9

Unlinking a button linked to a PLU item

1. Select the screen that you want to edit.

2. Click on the button that you want to unlink.

3. Select the Reset / Clear selected button.

4. Select Yes when the confirmation window is displayed.

Think and Do!

Defining Pop-Up Screen Options It is important to note that there are essentially two types of screens which will use definable buttons. These are:

Pop-up screens

Menu screens.

Pop screens and options are linked to individual PLU items such as steak, which are in turn linked to “descriptive” names such as: RARE, MED RARE and so on.

When these PLU items are rung up the Pop screens are automatically activated to ensure that the staff member selects the relevant descriptive item to match the PLU item when it prints out an order slip.

Once a PLU item is pressed a Pop option will display a choice of what to do with the item (most Pop options are prep instructions), like how to cook the steak, what starch must go with the meal and so on. This step is usually taken while linking the buttons to the PLU items.

Notes Map out your own understanding of the process and steps required to remove a Button:

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Page 7-– 10 Adding, Copying and Deleting Menu Screens

Adding, Copying and Deleting Menu Screens

Notes Map out your own understanding of the process and steps required to add, copy and delete menu screens:

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Designing Table Views Page 7-– 11

Designing Table Views Use the following information as a guideline to designing the view of tables on your system:

1. From the Touch Design main page, click on the Design Table Views button:

The Table Views Touch Design screen will be displayed.

Understanding the Table Views Touch Design Screen Editor

This window or screen editor is used to design how table layout will look on your POS interface.

Select the view you want to work with.

Use this part of the screen to design the floor layout of the different sections in the restaurant.

Module 7 – Using Touch Design to Customise the Look and Feel of Your System

Page 7-– 12 Designing Floor Layout

Designing Floor Layout Use the following information as a guideline to designing the layout of tables on your restaurant:

1. From the Touch Design main page, click on the Design Table Views button:

The Floor Layout Touch Design screen will be displayed.

Understanding the Floor Layout Touch Design Screen Editor

This window or screen editor is used to design how tables are laid out layout on your POS interface.

This allows you to edit and change the current floor plan.

The work space where you can view and edit the floor plan of the restaurant..

The view of the actual floor plan prior to updating.