How to create and manage POS Buttons

Introduction

In Perfect Gym, configuring POS Buttons is the dedicated method for customizing and streamlining your Point of Sale interface. This feature allows you to create and manage custom buttons, enabling your staff to rapidly select products or open category submenus during sales transactions.

• In this article, you will learn how to create, edit, and delete buttons in the POS Buttons view, as well as how to customize their colors and types.

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

Before You Start

• Ensure you have the SystemManager.Clubs.Pos permission enabled on your user profile.

• Ensure the products or panels (categories) you wish to assign have already been created in the system.

• Ensure that you are familiar with the POS Buttons - Overview article. 

Instruction

How to add a product category (panel)

1. In PGM, click Clubs / List of Clubs.

2. Click the ... (three dots) next to the desired club and select POS Buttons.

3. Open the Panel categories tab.

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

5. Add the Name of the new category (this is required) and an optional Description.

6. Select the Color by entering a hex value (e.g., #92d050) or using the color picker.

7. Use the Create Quick Button toggle to decide if this panel should be visible in the POS Web categories list (enable to show, disable to hide).

8. Click Save to apply your changes.

How to add a product to be visible as a button in the POSweb

Once your category is configured, it is time to add specific buttons to it.

1. In the Panel categories tab, locate the specific category and click on the three dots (...) next to it. Then select POS Buttons.

2. Click Add button (or click on the empty cell located on the left side of the screen).

3. Select the desired button type from the TYPE dropdown:

   • Select Product if you want this button to add a specific item to the cart immediately.

   • Select Panel if you want this button to open a folder of related items (a sub-menu).

4. Depending on your selection, configure the target:

   • If you selected Panel, choose the specific category from the Target panel dropdown.

   • If you selected Product, choose the specific item from the Product dropdown.

5. Locate the Color field and click the color picker to choose a background color for the button.

6. Click Save to apply the button configuration.

To remove a button, click ... next to the row and select Delete. Confirm the action in the popup window.

Hints

• Inventory Filtering: The system automatically filters the Product and Target panel dropdowns. Items already assigned to a button will not appear in the list, preventing duplicates.

• Default Colors: When creating a new button, the color defaults to white until a specific color is selected. Buttons left with the default white color will not be visible in the POSweb. Select a different color to ensure the button is displayed.