TruePoint POS – Button guide

*** Note: These labels are current as of POS app v9.3.6

System Settings > Backup

Online/Offline

If a location does not have an internet connection, then the device is left ‘offline’. The device will need backups to be performed manually, and all receipt details will need to be manually defined.
Location to Associate

Check

When this is selected the chosen location name’s data will be pulled fresh, but no cash or card history will be pulled with it. This is for locations that are having their first install or want to start with a new local record.

Recycle

If a location is having their POS updated or replaced, then this is used to fetch all of the locations data to the new unit being placed (the backup is restored).

X

Remove the currently associated location from the POS unit.

Auto remove backup

This is the amount of days that POS backups will be saved on the device.

Create Backup

When this is pressed a backup will be created and uploaded to the server if associated with a location entry on TrueRoute.com

Select Source – POSPi / USB

This allows you to select where you want to restore a backup from. If you have a backup file on a USB flash drive, you can connect the drive and restore from the device. Otherwise when the POSPi is selected you can see all backups currently available to restore.

List of Available Backups

Recycle

This will restore that backup and overwrite all current data on the POS unit.

USB

This will allow you to save that particular backup file to a USB flash drive.

X

Deletes the backup entry

System Settings > General

Connection & Updates

The versions of the different system components are listed.

POSPI software

The microservers software version

NC Tools

NC == ‘Network Controller’ software that is proprietary to Primero Games’ products.

POS App

The Android native executable used for user interaction

Time Zone / Time & Date

If for any reason you need to define a different system time instead of using the native device time, you can override the system here.

• Send Data
• Logs
• DB Dump
• NC Logs
• Email

When you enter an email address here and press the CheckMark button here, whichever of the Logs, DB, or NC logs that are currently toggled to green will be emailed to the defined address. This is used to get system data about an installation that might have issues.

RP IP Address

This defines the IP of the Microserver.

Polling timeout (ms)

This setting describes the frequency at which any HDLC attached machines communicate at.

Peripheral Type

This is used to switch POS device drivers from the current standard configuration to the alternative peripheral models from Taiwan.

HDLC Connection

In some older installations we had the option of switching between native RS232 and a USB>RS232 adapter. 99.999% of the time “Use RS232” should be selected.

System Settings > System Mode

System Mode

Standard

This is to use the system under ‘regular functionality’.

Basic

‘Basic Mode’ will automatically redeem all sessions sent from machines as a virtual ‘award’ category. No advanced actions like transfers or split redemptions can be performed when this is activated.

TITO

If the machines are going to print scannable/insertable receipts with a fan-fold paper format, then this will be enabled. Otherwise cashout events will be sent straight to the POS.

Player Cards

If player cards wish to be used by the location, then this will be enabled.

PrizePal

If the location wishes to allow players to use the PrizePal app as virtual player cards, then this will be enabled.

Tito Error Log

If the TITO system has been activated, then all relevant system level messages will appear here.

System Settings > Report Config

Reports Configuration

This is a scheduled report tool that can either email or print a Summary report at the end of the business day.

• Daily Reports
• Weekly Reports
• Monthly Reports

Cashier Report Access

If a location chooses, they can restrict a cashier from viewing reports and activity

Manually close period

This is used in conjunction with the Activity > Periodic History list view. If a location is in Georgia, and you do not want to use the standard GA ‘week’ definition of Sunday 5am>Sunday 4:59am, then you would toggle this On. When this is Toggled On the POS admin will now have the ability to manually close the period.

Email recipients for scheduled reports

This is the email address that the automatically generated reports above will be emailed to.

Current Share Rate

This is used in conjunction with the Activity > Periodic History view. These are the share % used to calculate the Locations share of the NET game activity.

Location is collected upon

This informs the system as to how the Periodic history is to be populated. If it is collected upon, then the collection history of the location will be populated using the servers collection data. If it is a POS Only location, then it would be a Georgia location and not use a collection mechanic.

System Settings > Reset

Reboot system

Just what it says–when pressed a system shutdown and restart will be performed.

Reset device / Reset Player cards

Also, just what it says–when you enter your PIN all data will be wiped and the system will be as new. This does not affect server side data.

If you choose to reset player cards, then all accounts will be brought to zero, however no cards will be removed.

Location Settings > Users

Current User Accounts

Each user logged to the system is illustrated as a ‘block’.

• Username
• EMail address
• Phone Number
• Last Active date/time
• Created date/time
• User Role
  • Admin
  • Manager
  • Cashier
• Reset Password
• Lock/unlock account from login
• Delete user
• Assign a clubcard-login. This gives a user the option of swiping a card on the POS to login. The PIN Method still works as well, but any value on that club card is destroyed, and it can never be used as normal again.

Cashier role is able to assign cash

Active by default. When enabled a cashier can send funds to a machine via the POS. If this is disabed then a cashier can only perform redemptions.

Cashier can create CSE/promo transactions

This gives a cashier the ability to create a session on the POS (associated with a machine or as a Customer Service Event)

Disable holds & cards for cashier

The options of Club Cards and Hold tickets are not available. Only redeeming for cash or product targets is functional.

Enable number pad

By default the system is configured to use dollar bill entries by default. When Keypad is selected the cashier will use a standard 10-key input mechanic.

Auto Logout timing (min)

After X minutes of inactivity the current user will be logged out.

Shifts

Used in conjunction with the report mechanics. If a location has a set shift schedule and wants to be able to create reports about those time periods, then they can define a time period and name. These shifts appear for all report types in Activity > Reports

Location Settings > Machines

Creation

To create a machine enter the number you would like associated with the machine. If the installation uses the HDLC method, then this is the adapter’s address. Otherwise, it is only what you prefer to refer to the machine as.

The Ref# is the most relevant serial of the machine. Some machines have one, some have many.

The game name is the easiest way to refer to a game. “Super Mix” instead of “Primero Games Super Mix Nudge v2.0.7”

Once initially created you can now edit the machine’s…

Details

MAC

This field is used to associate a ‘TotalPi’ with the machine. The TotalPi is used in TITO installations to interact with the machines printer and bill validator.

Game Name

You can update the machines preferred name here

HDLC Address

If the game is connected via HDLC you can update the address here

Meter Out & Coin Switch

There are settings specifically for the HDLC. 99.9% of the time these will be left at the default values.

HDLC

Toggle on or off the HDLC mechanic here.

Bill validator protocol

Cabinets that are connected via a standard network connection can define their bill validators interface standard here.

Game manufacturer name

Different games have different communication methods and requirements, and a variety of configurations can be loaded for a particular game type..

Location Settings > Redemption

Redemption Targets

Default Targets for Non-Cash Markets

• Merchandise
• Lottery
• Gas

Each of these can be edited, removed, or dragged to the preferred order. Hold and Player cards can have their positions moved, but not edited.

Hold Duration (days)

The amount of days that a session will be held before it expires

Visibility

When enabled held receipts will be visible on the main screen

Redemption expiration time

The amount of hours that a customer has to transaction on a non-held ticket or receipt before expiry

Player card info required

For location using the Player Card mechanic. If enabled, the cashier will be prompted to get basic information about a customer. Before it is first used. If disabled, the card can be dipped on a machine for its first time use.

Handcount

For Primero games only. If enabled an alternate network setup is activated to support a data-rich game play history.

Disable transfers to machines

If enabled a cashier will not be given the option of transferring a scanned receipt/ticket and sending on to another machine. They will only have hold or cashout options.

Location Settings > Receipt

All of these fields are automatically populated when you associate the POS with a location entry on TrueRoute.  Any change made here will only affect what is printed on the receipt.

Player Cards

The player card view allows you to search and sort for cards by Card ID or name. When you select a car you are presented with two options:

Move

This will allow you to move the balance of one card to another, in the case that a player had or was given an extra. Note: teh card that has funds removed will still be registered to the same person.

Lock

In case of a suspicion or fraud, a card can be locked, and the funds cannot be accessed. When a cashier swipes the card on the POS, they are informed of the lock state.

Activity

History

Each transaction is listed, and you can filter by date range. If desired, you can send the transaction history currently displayed to the Reports email address.

You can also tap each field to filter the list by that value. E.g. if you tap a certain cashier’s name, then the list will only show the transactions that cashier performed.

Reports

Period

Create by day, week, month, or quarter. If you want to create a report for a month long period, then when you select a monthly report you are shown a calendar. Select any day inside the month of your choice, and the entire month will be included.

Shifts

If you have Shifts defined, then you can narrow your report activity to one of those time periods.

Users

If you wish to see the activity of a certain users, you can select them specifically.

Report type

Simple

Contains one the most simplistic of information about cashin, cashout, and pending transaction value.

Summary

More expanded, this variation shows more details about what sort of cashin and redemptions cashier and customers performed.

Detail

All of the data available is output in this format, per machine.

Print & Send

You can either print the report on the receipt printer immediately, or, send to the assigned Reports email address.

Periodic History

If a location is manually collected upon, then each collection created will be enumerated here.

If a location is located in Georgia, then the state mandated period of Sun 5:00AM-Sun 4:59am will be listed.

If the location is in Georgia, but has the Server History disabled, then the period will need to be manually closed by a POS admin.