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
  • Any images you've uploaded (e.g. promotional banners)

It allows your customer to:

  • Scan their membership QR code for points
  • Sign up
  • Send feedback

Setting up the Customer-Facing Display

You will need:

  • A valid subscription for the Customer-Facing Display (contact Abacus to sign up)
  • 1 x iPad with Abacus POS installed on it
  • 1 x iPad that you want to use as the Customer-Facing Display

Install the Application

  1. Abacus will provide you with a link from which to install the Customer-Facing Display. Once the app is installed, you will need to accept its security certificate, or you won't be able to open it.

2. From the home page of the iPad, access Settings.

3. In the 'General' settings tab, scroll down to Device Management and click it.

4. Press Trust "Kinnov Pty Ltd", then Trust

You will now need to connect the Customer-Facing Display and an Abacus Point of Sale.

Connecting the Terminals

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 (Wi-Fi, usually "abacuspos_yourcompany").

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

2. On the right of the screen, enter your login details and press Login.

3. Log into your Abacus POS, then go to Settings > Connection.
Notice the Device Address.

4. On the Customer-Facing Display, there will be a grey field that is partially filled out.
Enter the Abacus POS Device Address in this grey field and tap Connect

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

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.

Customer-Facing Display Settings PIN

If you would like to limit access to the Customer-Facing Display Settings with a PIN, enter a 4-digit PIN under Staff Verification.

Record it 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.

Feedback Options

The Customer-Facing Display displays tabs for a membership and feedback system which can be hidden.

This is what you can do if you turn it on.

Scan Membership

  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. 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 (read more about customers and QR codes here).
  4. The customer will be loaded to the POS.

See also: Scanning a Customer to an Order

Sign Up

Sign Up displays a form through which the customer can sign up as a registered customer, which you can view on the backend (Customers).

Feedback

Feedback displays a form through which the customer can leave feedback, which you will be able to view on the backend under Feedback.

You can filter responses based on the starting date, finish date, member (customer), rating minimum, rating maximum, and the staff member who had closed the order*.

In the Feedback table, you can view:

  • The customer's comment
  • The invoice number
  • The rating
  • The customer's name (if a member)
  • The date that the feedback was provided
  • The staff member who had closed the order

Feedback should only be provided after an order is closed, otherwise it will be attached to the staff member who had taken the previous order.

Customise display

Logo

  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
    Any transparency will be converted to white.
  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

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 Screensaver
5. Click the Upload button and select your sceensaver file.

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.

Scanning 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.

  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 

Note: 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.

See also:

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