Introduction
This guide is for System Administrators and Club Managers responsible for configuring the Point of Sale interface. It will walk you through the process of creating POS categories (Panels), customizing their appearance, and organizing their display order for front-desk staff.
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.
Files: This process involves interactions found in the POS Panel configuration pages.
Settings
The following settings are available when configuring POS Panels and Buttons.
Name: This is the text label that will appear on the POS screen for this category. It is a mandatory field.
Example: "Supplements" or "Front Desk Services".
Description: An optional field used to provide internal notes about the panel's purpose.
Example: "Quick access items for morning shift".
Color (RGB Sliders): Determines the background color of the panel button. You can select a color visually or inputs RGB values.
Example: Selecting a bright Red for high-priority items.
Display on list: A checkbox toggle that determines if this panel is visible in the main categories list.
Example: Unchecking this for a seasonal panel that is currently not in use.
Button Type: Defines the function of a specific button within a panel.
Example: Selecting "Product" creates a button that adds an item to the cart, whereas "Panel" creates a navigation button to a sub-menu.
Product Category: Filters the available products when setting up a button.
Example: Selecting "Beverages" to find the "Water Bottle" product.
Step-by-Step Instructions
Creating and Editing POS Panels
In PGM, click on Clubs -> List of Clubs
To create a new category, click the Insert button (often represented as an "Add" icon in the grid header). To modify an existing category, click the Edit button corresponding to the row you wish to change.
In the Name field, enter a unique title for the panel.
Validation: This field is required. If left empty, a validation error "*" will appear.
In the Description field, enter any relevant details regarding the panel's content.
Locate the Color picker. Click to select a color or adjust the RGB sliders to define the button's background color.
Note: If creating a new panel, the color defaults to White. If editing, the system pre-fills the picker with the existing RGB values.
Review the Display on list checkbox.
Check this box to ensure the panel is visible to POS users.
Uncheck this box to hide the panel without deleting it.
Click the Update button to save changes to an existing panel, or the Insert button to save a new panel.
Error Handling: If the name provided duplicates an existing panel, the system may log a
UniqueViolationExerror and display a message indicating the entry already exists.
Reordering Panels
Locate the arrow icons in the main grid view next to the panel names.
Click the Up Arrow image button to move the panel higher in the display priority.
Click the Down Arrow image button to move the panel lower.
System Response: The grid will immediately refresh (
Rebind) to reflect the new order.
Configuring POS Buttons (Inside a Panel)
Select the specific Panel you wish to configure.
If the panel is empty, the system may hide the button configuration table. Ensure the panel ID is valid.
Select the Button Type from the dropdown menu:
Select Product to link the button to a specific saleable item.
Select Panel link (if available) to create a navigation folder.
If Product is selected, use the Product Category dropdown to filter the list, then select the specific Article/Product.
Review the Discounts section.
System Response: If discounts are configured, they will be listed. If no discounts are available, the system displays a "ValidationDiscountsHeaderEmpty" message and provides a link to Edit promotions.
Click Save to apply the button configuration.
Tips & Important Notes
Required Fields: The Name field is strictly enforced. You cannot save a panel without it.
Color Coding: Use the RGB sliders consistently. The system stores color as a comma-separated string (e.g., "255,0,0"). If the data is malformed, the picker defaults to White.
Inventory Warnings: When operating the POS, if a button is linked to a product with low stock, the system logic checks warehouse levels. If empty, specific warning panels may appear or disappear based on configuration.
Discount Links: The "Edit promotions" link appearing when no discounts are found directs you to product discounts.
Grid Behavior: Sorting and filtering options are managed via the context menu headers.
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 Insert. Enter "Current Promos" in Name. In the Color picker, select Red (R:255, G:0, B:0). Check Display on list. Click Insert. Once created, click the Up Arrow repeatedly until it is at the top of the grid.
Example 2: Hiding a Seasonal Panel
Goal: To temporarily remove the "Summer Smoothies" panel from the POS without deleting the configuration.
Steps/Settings: Click Edit on the "Summer Smoothies" row. Uncheck the Display on list checkbox. Click Update.
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 Edit. Set the Color picker to Blue (R:0, G:0, B:255). Click Update.
Example 4: Fixing a "Missing Discounts" Issue
Goal: To address a lack of discount options appearing on a button configuration.
Steps/Settings: Observe the "No active promotions" text. Click the Edit promotions hyperlink provided in the interface to navigate to the Discounts setup page and create a new discount rule.
Example 5: Adding a Specific Product to a Panel
Goal: To add "Mineral Water" to the "Drinks" panel.
Steps/Settings: Open the "Drinks" panel. Select Button Type as "Product". Select the Category "Beverages". In the product list, 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" rather than selling a single item immediately.
Steps/Settings: Open the main "Shop" panel. Click an empty button slot. Set the Button Type to "Panel link". In the secondary dropdown, select the existing "Proteins" panel. Click Save. Repeat for the "Vitamins" panel.
Example 7: Reactivating a Seasonal Panel
Goal: To make the "Winter Warmers" panel visible again for the holiday season after it was hidden during summer.
Steps/Settings: Locate "Winter Warmers" in the POS Panel grid. Click the Edit button. Check the box for Display on list. Click Update.
Example 8: Standardizing Panel Colors for Brand Consistency
Goal: To ensure all POS panels match the corporate branding color (Teal).
Steps/Settings: Click Edit on the target panel. In the Color picker, manually enter the RGB values (e.g., R:0, G:128, B:128) into the sliders or text inputs to match the exact corporate shade. Click Update.
Example 9: 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: Locate the "Water & Energy Drinks" row in the grid. Click the Up Arrow icon repeatedly until the panel reaches the top of the list.
Example 10: Adding a Service Fee Button
Goal: To add a button that charges a flat fee for a "Lost Towel" rather than a physical inventory product.
Steps/Settings: Navigate to the "Fees & Charges" panel. Select Button Type as "Product". In Product Category, select "Service Charges". Select "Lost Towel Fee" from the product list. Click Save.
Example 11: 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 Edit on the "Misc" row. In the Name field, delete the existing text and enter "Accessories". Leave the Description and Color settings as they are. Click Update.
Example 12: 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 Insert. Name the panel "Staff Admin". In the Description field, enter "Manager override codes only". Set the Color to dark Grey (R:50, G:50, B:50) to distinguish it from sales panels. Click Insert.
Example 13: Replacing a Discontinued Product
Goal: To update a button that was assigned to "Brand X Protein" (now discontinued) to sell "Brand Y Protein" instead.
Steps/Settings: Click on the existing "Brand X Protein" button within the panel. Change the selected Product in the dropdown list to "Brand Y Protein". The Button Type remains "Product". Click Save.
Example 14: Configuring a Bundle Deal
Goal: To add a single button that sells a "New Member Starter Pack" (which includes a towel, bottle, and lock).
Steps/Settings: Ensure the bundle is already defined in the warehouse system. inside the "Promotions" panel, select Button Type as "Product". Filter by the "Packages" category. Select "New Member Starter Pack". Click Save.
Example 15: Creating a Temporary Clearance Panel
Goal: To set up a bright yellow panel specifically for items that are expiring soon.
Steps/Settings: Click Insert. Enter "Clearance" in the Name field. Set the Color to Yellow (R:255, G:255, B:0). Check Display on list. Click Insert. Then, open the panel and map buttons to the specific expiring inventory items.