POS Buttons - Overview

Introduction

In Perfect Gym, configuring Point of Sale (POS) panels and buttons allows you to customize the checkout interface for your front-desk staff. This feature supports your daily sales processes by organizing items into categories, making them visually distinct with colors, and ordering them for quick access. The purpose of using this feature is to speed up customer service and keep your POS screen organized and easy to navigate.

• In this article, you will learn how to create POS categories (panels), customize their appearance, organize their display order, and set up specific product or navigation buttons.

• This article will be helpful for System Administrators and Club Managers.

Before You Start

• Permissions: You must have the SystemManager.Clubs.Pos permission enabled on your user account to access these settings.

• Club Context: Ensure you are logged into the correct club context. If a valid club is not selected, the system will display an "Incorrect Address" message and hide the configuration grid.

Instruction

Understanding Panel Settings 
When configuring POS panels and buttons, you will use the following settings:

• Name: The text label that appears on the POS screen for this category (e.g., "Supplements"). This field is required.

• Description: An optional field for internal notes about the panel's purpose.

• COLOR: Determines the background color of the panel button. You can enter a hex value directly (e.g., #92d050) or use the color picker.

• Create Quick Button: A toggle that controls if this panel is visible in the categories list in POS Web. Enable it to show the panel; disable it to hide the panel without deleting it.

• Button Type: Defines the function of a button. Product adds an item to the cart, while Panel creates a navigation button to a sub-menu.

Creating and Editing POS Panels

1. In the Perfect Gym Manager (PGM), go to Clubs / List of Clubs.

2. Click on the three dots icon, next to the club name and navigate to POS Buttons.

3. Open the Panel categories tab.

4. To create a new category, click Add category. To modify an existing category, click the ... menu next to the row and select Edit.

5. In the Name field, enter a unique title. If left empty, a validation error "*" will appear.

6. In the Description field, enter any helpful internal details.

7. In the Color field, enter a hex color value or click the color picker. 

8. Use the Create Quick Button toggle to control visibility. Enable it to show the panel to staff, or disable it to hide it.

9. Click Save.

Reordering Panels

1. Open the Panel buttons tab.

2. Locate the arrow icons in the column next to the panel names.

3. Click the Up Arrow to move the panel higher, or the Down Arrow to move it lower. The grid will refresh immediately to show the new order.

Configuring POS Buttons (Inside a Panel)

1. In the Panel categories tab, click ... next to the panel you want to update and select POS Buttons.

2. Click a cell to add or edit a button

3. Select the Type from the dropdown:

   • Select Product to link the button to a saleable item.

   • Select Panel to create a button that opens a sub-menu.

4. If you select Product, enter the product name and select it from the drop-down list. If you select Panel, choose the destination panel from the Target Panel drop-down list.

5. Click Save.

Hints

• Required Fields: The Name field is strictly enforced. You cannot save a panel without it.

• Color Coding: Colors are defined using a hex value (e.g. #ff0000 for red). If the value is invalid, the picker defaults to white.

• Inventory Warnings: When operating the POS, if a button is linked to a product with low stock, the system checks warehouse levels. If empty, specific warning panels may appear or disappear based on configuration.

• Grid Behavior: Sorting and filtering options are managed via the column header controls.

Use Case Examples

Example 1: Creating a High-Visibility "Promotions" Panel

• Goal: To create a red panel specifically for current sales that appears at the top of the list.

• Steps/Settings: Click Add category. Enter "Current Promos" in Name. In the Color field, enter #ff0000. Click Save. Then open the Panel buttons tab and click the Up Arrow repeatedly until the panel reaches the top.

Example 2: Hiding a Seasonal Panel

• Goal: To temporarily remove the "Summer Smoothies" panel from the POS without deleting the configuration.

• Steps/Settings: Click ... on the "Summer Smoothies" row and select Edit. Disable the Create Quick Button toggle. Click Save.

Example 3: Organizing Layout by Color

• Goal: To visually group all supplement panels using the color blue.

• Steps/Settings: For every panel related to supplements (e.g., "Proteins", "Vitamins"), click ... and select Edit. In the Color field, enter #0000ff. Click Save.

Example 4: Fixing a "Missing Discounts" Issue

• Goal: To address a lack of discount options appearing on a button configuration.

• Steps/Settings: Navigate to the Discounts setup page and create a new discount rule for the relevant product.

Example 5: Adding a Specific Product to a Panel

• Goal: To add "Mineral Water" to the "Drinks" panel.

• Steps/Settings: Open the "Drinks" panel. Click Add button. Set TYPE to Product. In the PRODUCT dropdown, select "Mineral Water". Click Save.

Example 6: Creating a Nested Navigation Menu

• Goal: To create a main button labeled "Supplements" that opens a sub-menu containing specific categories like "Proteins" and "Vitamins".

• Steps/Settings: Go to Panel Buttons and create a new button. Then, open the Panel Categories tab, click the three dots next to the desired panel, and select POS Buttons. Click an empty cell on the left, set the Type field to Panel, and then select Proteins from the Target Panel drop-down list. Click Save. Repeat the same steps for the Vitamins panel.

Example 7: Standardizing Panel Colors for Brand Consistency

• Goal: To ensure all POS panels match the corporate branding color (Teal).

• Steps/Settings: Click ... on the target panel and select Edit. In the Color field, enter the hex value that matches the exact corporate shade (e.g. #008080 for teal). Click Save.

Example 8: Prioritizing Best-Selling Items

• Goal: To move the "Water & Energy Drinks" panel to the very first position on the screen for speed of service.

• Steps/Settings: Open the Panel buttons tab. Locate the "Water & Energy Drinks" row. Click the Up Arrow repeatedly until the panel reaches the top of the list.

Example 9: Adding a Service Fee Button

• Goal: To add a button that charges a flat fee for a "Lost Towel".

• Steps/Settings: Navigate to the Fees & Charges panel. Click the three-dot menu and select POS Buttons. Click an empty button position, set Type to Product, and choose Lost Towel Fee from the Product drop-down list. Click Save.

Example 10: Renaming a Confusing Category

• Goal: To change the panel name from "Misc" to "Accessories" to help staff find gym locks and straps faster.

• Steps/Settings: Click ... on the "Misc" row and select Edit. In the Name field, replace the existing text with "Accessories". Leave the Description and Color settings as they are. Click Save.

Example 11: Creating a High-Contrast "Staff Only" Panel

• Goal: To create a distinct panel for administrative items that should not be used for standard sales.

• Steps/Settings: Click Add category. Enter "Staff Admin" in the Name field. In the Description field, enter "Manager override codes only". Set the COLOR to a dark grey (e.g. #323232) to distinguish it from sales panels. Click Save.