Customer-Facing Display

Everything you need to know about the Customer-Facing Display

Rebecca avatar
Written by Rebecca
Updated over a week ago

In this article:

About

The Customer-Facing Display (a.k.a. Customer Screen) is the screen that typically faces the customer when they are placing an order the counter.

It displays:

  • Your customer's order

  • Any discounts included

  • Any tax included

  • Images you've uploaded to the backend for the customer-facing display

It allows your customer to:

  • View their order breakdown

  • Scan their membership QR code

  • Sign up

  • Send feedback

How to connect the POS and the Customer-Facing Display

  1. Ensure that both the Customer-Facing Display and Abacus POS are connected to the same network

  2. In the Customer-Facing Display application, tap the cog in the top left corner

To connect the terminals, both the Customer-Facing Display and Abacus POS must be at hand, and they must be connected to the same network.

  1. Open the Customer-Facing Display application. Press the cog in the top left corner to access Settings.

2. On the Customer-Facing Display, there will be a number that is partially filled out. Complete it with the last digits of the Master Abacus POS device address (found in Settings > Connection).

3. Tap Connect

4. On the Customer-Facing Display, "Connected: NO" should change to "Connected: YES".

5. On the POS, under the Client List, the Customer-Facing Display should appear as a connected device.

6. Tap the switch on the right of the device name to authorise the connection.

On the Customer-Facing Display, "Authorised: NO" will change to "Authorised: Yes".

You are now ready to use the Customer-Facing Display!
Tap Your Order to return to the main screen.

How to add a PIN to access the Settings

If you would like to limit access to the Customer-Facing Display Settings with a PIN

  1. Tap the cog icon to go to the Customer-Facing Display Settings

  2. Enter a 4-digit PIN under Staff Verification

  3. Record your PIN in a safe place; a lost Customer-Facing Display PIN cannot be reset or recovered. If you do forget the PIN, you will need to uninstall and reinstall the application.

Anyone who attempts to access Settings will then be required to input the PIN.

If you wish to remove a PIN, enter Settings, tap the PIN field, leave it blank, and tap out of it.

How to scan in a Customer

  1. Press SCAN MEMBERSHIP.

  2. This activates the camera. You will need to give permission to the app to use your camera.

  3. An existing customer can scan their QR code or barcode. This can be loaded up from their customer mobile app (if you have one). Alternatively, if you've already sent them a QR code (e.g. via e-mail), they can scan it from their email.

  4. The customer will be loaded to the POS.

How customers sign up

You can sign up customers via the POS, or they can sign up themselves through the customer-facing screen by tapping Sign up on the bottom of the screen.

They will immediately appear in your Customer database on the backend.

How customers provide feedback

When each sale is finalised, customers have the option to rate your service.

They can also submit a feedback form when they tap Feedback in the bottom right corner of the screen.

Feedback should only be provided after an order is closed, so it is attached to the right order in your reporting (app.abacus.co > Feedback).

On the backend, go to the Feedback tab to view their comments and ratings.

Star Rating

Feedback form equivalent

1

Poor

2

OK

3

Satisfied

4

Good

5

Excellent

How to customise your display

  1. Go to Configuration > Company Profile > Logo on the backend (app.abacus.co) to select an image to appear at the top of the Customer-Facing Display.

  2. Click Select Files...

  3. Upload a JPEG or PNG image file. Please note that this logo will also be used on your receipt, quotations, and invoices.
    Recommended image size:  200px × 200px

  4. Save. 

  5. On the Customer-Facing Display, press Login to re-sync your settings.

Banners

You can upload three banner images to display on the right of the order screen.

  1. Go to POS > POS Settings > Customer-Facing Display (aka. Customer Screen Settings) on the backend (app.abacus.co) 

  2. Click New Item

3. Enter the Name of the banner, for your own reference
4. Under Type, select Banner
5. Click the Upload button and select your banner file.
Recommended dimensions: W 498px × H 250px
Maximum file size: 500KB

Name: Please do not use any spaces in the file name; we recommend that you use underscores or hyphens instead. E.g. instead of "My video", you would have "My_video".

6. Repeat steps 2-5 until you have three banner images in your table.
7. To preview a banner image, click the magnifying glass.

8. On the Customer-Facing Display, press Login to re-sync your settings.

Screensaver

Set a slideshow of pictures and video to play while the Customer-Facing Display is idle with no active orders.

  1. Go to POS > POS Settings > Customer-Facing Display (aka. Customer Screen Settings)

  2. Click New Item

3. Enter the Name of the slideshow photo/video, for your own reference
4. Under "Type":

  • Select "Video" if you want to upload a video (with sound)

  • Select "Screensaver" if you want to upload a picture

5. Click the Upload button and select your screensaver file.

Make sure that the file fits these specifications:

  • Standard iPad: 2048 × 1536

  • iPad Pro: 2732 × 2048

  • iPad Mini: 1024 × 768

  • Maximum video file size: 5MB

  • Maximum screensaver image file size: 1MB

6. Repeat steps 2-5 until you have completed your screensaver.
7. To preview a screensaver item, click the magnifying glass.

8. On the Customer-Facing Display, press Login to re-sync your settings.

How to scan a customer to an order

A customer can be attached to an order through a search on the customer database on the POS. Alternatively, they can be scanned through on the Customer-Facing Display.

You need to start taking an order before scanning in the customer, otherwise they will not be attached to any order. If you have scanned them in too early, you can still look them up on the POS customer database to load them to the order.

  1. Tap the Scan Membership button

  2. A popup will ask you to give the app permission to use the camera

  3. Press OK. You only need to give the app permission once to scan the camera.

4. The scanner will load
5. Ask your customer to show the QR code for their membership. There are two possibilities:

  • They are already a registered customer (on your Customer database)

  • They are not yet registered, but you have given them a pre-made membership QR code (by following the instructions in Customers) so you can register them on the spot 

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