Summary
Join Dane Whitcomb as he walks through creating a Touch Tree Group to allow for multiple options on items sold in RecTrac Touch POS.
Video
Transcript
00:00:05:10 - 00:00:29:02
Dane Whitcomb
In this video, we're going to be working in touch screen management to set up touch trees. So what touch trees allow you to do. If I open up touch pos, I've got an example already created. So it's for items you want to sell that might have different options. So think of something like a hamburger. Here is my example when I click on the hamburger, these are other add ons that I might want.
00:00:29:02 - 00:00:49:21
Dane Whitcomb
You know, the kitchen to know about when it prints on the receipt. This is just one example that is pretty easy to understand. It could really be anything that you want to have add ons for that would get linked to a main item. So for example, I clicked on the hamburger and I can choose my toppings for that burger so I could pick which ones I want.
00:00:49:24 - 00:01:19:01
Dane Whitcomb
And then if I click my done button, it's going to add my burger to my cart and then it's also going to add my three toppings and if I empty my car, we're going to go through how to get this whole setup created. Mainly, we're going to be working out of touch screen management. So the first thing you do is go into where you're either you're building a new touchscreen or you've already got a existing touchscreen that you're going to be creating this touchscreen button for.
00:01:19:04 - 00:01:44:13
Dane Whitcomb
So you'd be going into that. So I'm getting my touch screen area one custom and I'm looking at it and my touchscreen button. So this hamburger button is on a concessions layer. So if I click concessions, we've just got this hamburger button and if I hit right click on it and hit change this button, you'll see how I set up this touch button.
00:01:44:15 - 00:02:08:05
Dane Whitcomb
It's going to be a purchase type button. And basically we're linking either an inventory or service item. So I've got my module set as inventory and I've got my burger selected. So in inventory management, I actually have a hamburger item in there. My doesn't have any fees attached to it, but this is where you might attach a fee for the cost of the burger.
00:02:08:07 - 00:02:38:21
Dane Whitcomb
The main reason you might do an inventory versus a service item. If you want to track how many items you have on hand of your toppings, when you add those on, those would be want to get created an inventory so you can track things like quantity on hand, cost of goods sold and other things like that. If you don't care too much about how many you have on hand, you want worry about adding toppings and you don't need to track that, then it would just be as easy to set it up as a post service item.
00:02:38:23 - 00:03:01:09
Dane Whitcomb
Service items don't allow for any of that inventory tracking, and it's really just an item with a feed tied to it. So if inventory is not too much of a concern, you could go the service item route. Just know in this example I created all my toppings at my main burger in the inventory module and then the next thing you would do here is create the touch tree group.
00:03:01:11 - 00:03:27:02
Dane Whitcomb
So in this pick list, I have one for the burger. So if I actually threw out some of my filters in here, I can see that I've got my burger created and you could just create it right from here by clicking add. And all you do here is you're just giving it a name. So you'd be giving it, you know, system code burger, a description burger or whatever the item is.
00:03:27:04 - 00:03:50:13
Dane Whitcomb
And then you would just want to make sure you're selecting it and linking it to this main, main button here. So I've got my burger selected and, and then obviously with any button in touch POS you can choose to style it with all the styling options down here as you please. So that's the first step, making the button on the layer you want and then we can hit done from this area.
00:03:50:15 - 00:04:16:15
Dane Whitcomb
And the second step is actually creating our touch tree. So when I say touch tree, that's this screen here. So all of the toppings and our done button. So to do that, we're going to click on our Touch Tree group screen and hit edit. And if I click on my burger toppings layer here, you would be clicking add layer to create that new one called Burger Toppings or whatever you choose to call it.
00:04:16:17 - 00:04:40:21
Dane Whitcomb
The one important type here is that it is a tree layer and in here you would create buttons for each of your toppings. So again, that would be right clicking and adding a button. So that's how I created all of these. So if I go to change this button, you'll see how I created it. It's really just a purchase button as well, linked to my inventory module.
00:04:40:24 - 00:05:01:09
Dane Whitcomb
And then I've got Pepper Jack Cheese created as a inventory. So in here you can see these are all my inventory items. I've got the cheeses, the onions, the lettuce and so on. And then you don't need to link the touch tree group here. We've already linked it on our main button that we did at first, so we want link it here.
00:05:01:11 - 00:05:19:28
Dane Whitcomb
And again, these could be service items if you didn't care too much to track the cheese inventory or onions or tomatoes inventory. So you would just want to create as many buttons as you need and linking them to the right inventory, your service item items. These would be all things that you could add to your burger. In my example.
00:05:20:01 - 00:05:43:00
Dane Whitcomb
And then the last thing I have here is a done button. This is just a way that once we pick these, we can hit done and add them to our shopping cart. So how this button looks is it's really just a tree switch button. So there's switch buttons and then there's tree switch buttons. In this case, it does have to be a tree switch button.
00:05:43:02 - 00:06:10:10
Dane Whitcomb
And then I just label that as done you've done complete whatever verbiage makes sense there. And so these are all inventory items and this is my tree switch button. And then from there I can click done and kind of the last area, the last step is going into my touch tree update button. So if I click on that under the Touch Tree group.
00:06:10:10 - 00:06:38:07
Dane Whitcomb
So this is what we created at the beginning called Burger. You could select the burger and you actually will have a screen like this where it says burger toppings just on the left. If I click and drag that over, I can expand down the burger toppings. And these are all the buttons underneath that. These are all pulling from my touch tree that I created on the last step.
00:06:38:10 - 00:07:03:15
Dane Whitcomb
And in this example, we're going to just be setting the done button to go to the end and all these other ones to do nothing because we'd want to be able to multi select. So when we click these buttons, we don't want anything to happen. We just wanted to get selected. If you had a more complex tree set up, you could have them go to a second step, maybe cooking temperature or more add ons.
00:07:03:15 - 00:07:42:17
Dane Whitcomb
You could, you could expand it if it needed to be. But at this point, this is how I'd want it. So I'd click done. And then once all those pieces are together, you can kind of hit your publish changes button just to make sure everything is updated and you would go into touch POS and just to see that one more time, putting everything together again, this is our button with the touch tree group link to it and when I select it, these are the touch tree group touch POS screen we created with that layer with our done button.
00:07:42:19 - 00:08:03:04
Dane Whitcomb
Again, these are all just inventory items in my case and this the tree switch button down here. So I can, since I set these to do nothing on that screen, it's just selecting them. It's not sending me anywhere else and I don't have to select every topping if I don't want to. So I could click done here and it's going to add in my main item and then it's going to add in all my toppings.
00:08:03:04 - 00:08:18:03
Dane Whitcomb
And again, none of my inventory items had fees, but if maybe your main burger would have a fee, or maybe you'd also charge an additional rate for toppings, you could link fees to those items. But this is just an overview on how to set up those touch trees with a real simple example of a burger.