How to: Set Up a Self-Service Kiosk

To set up a self-service kiosk in your restaurant, you need to design a menu hierarchy for the self-service POS terminals. Images need to be in place for your items, recipes, and deals along with ingredient items and modifiers. You need to configure POS profiles and create the appropriate sales types and hospitality types. If you want to display the kiosk in multiple languages, you need to configure the system for translations and translate the necessary data.

Restaurant setup

To test hierarchies and kiosk settings

Hospitality Type and Sales Type setup

Terminal setup

#SELFSERVICE web template

Note: In the demo data, the Self-Service Kiosk is set up for Store S0017 and POS terminal P0114:

  • The restaurant uses the EASYBURGER menu hierarchy.
  • The POS terminal uses
    • interface profile #EASYKIOSK
    • menu profile #EASYKIOSK
    • functionality profile # EASYKIOSK
    • style profile #EASYKIOSK.

Restaurant setup

You set up your self-service menus by creating one ore more Hierarchies.

Then you assign the hierarchies to your restaurant.

To test hierarchies and kiosk settings

To view a hierarchy as a json text object for testing purposes, you can do the following:

  1. On the Hierarchy page, select the hierarchy you want to view, and click the Edit Hierarchy action.
  2. On the action banner, click the three dots, then click either Add or Related and select View Hierarchy as Dyn. Content Json Object.
  3. Select a POS terminal.
  4. Select a language (you can skip this step). The system displays a message box with the resulting hierarchy json object as a text.
  5. Copy the text to an app that formats json objects.

To view the settings that are sent to the kiosk as a json text object (sales types, web template texts, and languages), you can do the following:

  1. On the Hierarchy page, select the hierarchy you want to view, and click the Edit Hierarchy action.
  2. On the action banner, click the three dots, then click either Add or Related and select Show Self Service Settings Json Object.
  3. Select a POS terminal.
  4. Select a language (you can skip this step). The program displays a message box with the resulting settings json object as a text.
  5. Copy the text to an app that formats json objects.

Hospitality Type and Sales Type setup

You need to create at least one sales type and one hospitality type for this sales type for self-service orders. The hospitality types should be set up like this:

  • Service Type: Quick Service
  • KDS Display/Printing: At POS Posting.
  • Order ID: Queue Counter

Terminal setup

A Self-Service Kiosk POS uses an interface profile that consists of two panels:

  • #OFFLINE, which includes the #SELFSERVICE POS Web Template in a browser control. All the functionality and user interface for the Self-Service Kiosk is in this template, except for the calculate basket and payment processes.
  • #POS, which is set up to include the payment options available for the Self-Service Kiosk.

Other profile settings used

  • Menu Profile - Payment menu configurations
  • Functionality Profile -
    • POS Currency symbol and Placement of LCY in amount text
    • Automatic Logon Staff – this staff member is logged in to the POS and all self-service sales are registered to this staff member.
  • Style Profile - includes skins for the buttons, font settings, and colors that are used in the Payment panel.
  • Language Profile - includes the languages used for the kiosk. Only used if you want the kiosk to appear in multiple languages.

Settings on the POS Terminal Card

  • AutoLogoff After (Min) – this setting determines after how many minutes the POS can be idle in Payment mode, before the system voids the order and displays the idle screen. It is recommended to have this set to 1.
  • Allow AutoLogoff in Sales Mode – needs to be selected so that the POS can timeout even if a transaction is open and has not been finalized.
  • Sales Type Filter – needs to include all the sales types that can be used for self-service orders, configured as a filter with | between sales type codes.
  • Sales Slip - should be set to Print.
  • Void Slip - should be set to None so that no slip is printed when a transaction is canceled by the user.

#SELFSERVICE web template

The #SELFSERVICE web template is assigned to the browser control in the #OFFLINE panel that is run by a kiosk POS.

Web Template Images

The web template has two images that you set for your kiosk:

  • FRONT-IMAGE: the image that appears when the POS is started, before the user selects the sales type to start a transaction.
  • TOP-DEAL-IMAGE: the image that appears when the user has selected a sales type to start a transaction. This can, for example, be an ad to advertise a special offer.

Assigning images

  1. Click the icon, enter POS Web Templates, and select the relevant link.
  2. Select the #SELFSERVICE web template.
  3. Click the Web Template Images action.
  4. Select the FRONT-IMAGE line.
  5. In the Retail Images section, create a new line.
  6. Fill in Store No. if necessary.
  7. Fill in POS Terminal No., if necessary.
  8. In the Retail Image Code field, select the image you want to use.
  9. Repeat for the TOP-DEAL-IMAGE line.

You can specify images for certain POS terminals, specific stores (restaurants), or have the same images everywhere. The system first looks for an image line assigned to the POS terminal in question, if not found, then for the store in question, and if not found, with no store or POS terminal specified.

Adjusting web template texts

The web template has a setup for the texts that are shown during order taking.

  1. On the POS Web Template page, click the Web Template Texts action.
  2. Adjust the text value for the texts, if needed.