---
title: "S1 Retail Designer - POS display"
canonical: "https://wiki.soft1.eu/space/SS5EN/189269154/S1%20Retail%20Designer%20-%20POS%20display"
format: markdown
---
<span style="color: #000000">Click on each area to view the fields of the retail screen, filled in with the default values ​​of the selected Theme, with the ability to change them. See below in detail:</span>

###   
Step 1

**Transaction Grid**

In the **Transaction Grid** you have the following options:

- **Height (%)**: configure the height of the transaction grid.
- **Line Num**: enable sequential numbering to the items lines.
- **Insert Row Above**: activate this parameter to insert each new item line above the already existing ones.
- **Header font size**: select the font size of documents header.
- **Extra Data: Document**: configure the **Font size**, as well as the **Color** of the **document's header** fields, or/and add new fields.
- **Extra Data: Lines**: configure the **Font size**, as well as the **Color** of the **document's lines** fields. Activate the 'Show header' flag in order to display the descriptions of the additional line fields in the document header.
  

---

### Step 2  


**Items area**

In the **Items Area,** you configure the items and the items categories layout, such as:

- **Height (%)**: the height of the items area.
- **Columns**: the number of columns of the items area.
- **Background**: the Font size of the items area.
- **Category Lines**: the number of the category lines.
- **Lines**: the total number of the items area lines, i.e. the number of the category & items lines.

Click on **Activate hierarchies** to filter the items based on the hierarchies set in SOFT1 ERP.

Click **Keep Category upon Item selection** to keep in Retail Pro screen the selected category, after selecting an item.  Otherwise, the screen will return to the items area (HOME).

Moreover, you can choose to display **Photos **in the Items area.

- At **Categories/Item photos, select the folders  ειδών**, select the folders in which you have added photos for Categories and Items respectively. (Use the code name as photo as the name of the photos files.)
- Activate the **Use photo **flag.
- Activate the **Show title **flag, to display the Description of Categories/Items.

![image](media://a05c846f-a61b-4add-ad34-e6ff1ecef5a6)

---

### Step 3 

**Quickview mode**

In **Quickview mode** you can display Quick View data, you have previously designed in SOFT1 ERP.  Any POS display Theme that includes  **item photo,** comes with the image Quickview.

![image](media://51230f60-3e08-4880-96bf-d5862fe226f4)


To add your own Quick view to SOFT1 Retail Pro:

- Design the Quick view in SOFT1 ERP.  Quick views concern Browsers, in the design of which you have to select the  **columns** you want to appear (e.g. the Balance & Barcode of the Item) and activate the **Quick view **parameter.
- Enter the Quickview name in the **Quickview** field of SOFT1 Retail Designer.

![image](media://4e0a90a5-4014-4a0d-9d7f-8c536ecc4e34)

---

### Step 4

**Totals area**

In the **Totals Area** you select the document fields layout (height, number of lines), as well as set Borders between the fields, and/or add new ones (e.g. ITELINES.QTY1, ITELINES.PRICE).

![image](media://c46d6aad-2256-421a-9f40-0dad3e41635e)

---

### Step 5  


**Default buttons**

The **Default buttons **area includes basic SOFT1 Retail Pro operations, such as:

See more about these features in the section in [Operation (F.A.Q.)](https://wiki.soft1.eu/space/SS5EN/189268831/Soft1+Retail+Pro+-+Operation+(F.A.Q.)):

- **Cancel**: <span style="color: #36b37e">*How to cancel the lines of an ongoing transaction.*</span>
- **Standby/ Restore:** <span style="color: #36b37e">*How to temporarily save and recall a retail document.*</span>
- **Fast payment/ Payment**: <span style="color: #36b37e">*How will the retail document be paid (Payment & Fast Payment).*</span>

![image](media://da3ce3ad-6df3-4c8b-a147-8136ce1aac90)

---

### Step 6

**Custom Operations area**

In the **Custom Operations** area you can include additional fields/functions by using Queries. For instance, to add the Salespersons of the shift, follow the steps below:


- Add the **custom operations** area to the part of the screen you want to appear in Retail Pro.
- **Height (%)**: Select the height of the custom operations area.
- **Background**: Select the font size of the custom operations buttons.
- **Columns**: Select the number of the custom operations columns.
- **Lines**: select the number of the custom operations lines.
- **Query**: fill in the desired query. Example:  SELECT A.PRSN,A.CODE,A.NAME,A.NAME2 FROM PRSN A WHERE A.COMPANY=1000 AND A.SODTYPE=20 AND A.TPRSN=0 AND ( EXISTS (SELECT 1 FROM PRSEXT WHERE A.PRSN=PRSEXT.PRSN AND PRSEXT.SODTYPE=30 AND PRSEXT.ISACTIVE=1 AND PRSEXT.COMPANY=1000)) AND A.ISACTIVE=1 ORDER BY A.NAME2
- **Title**: Enter the name of the field (FieldName), that will appear in the title of the custom operations buttons, e.g. NAME2 for the Employee surname.
- **Set value**: Select which field (e.g. which document field) will be updated, e.g. FINDOC.SALESMAN for the Salesperson field.
- **Return Value**: Select the value to be set in the field specified in **Set Value**, e.g. PRSN to set the Employee ID.
- **Color**: Select the color of the custom operations buttons.
- **Selection window**: Enable the parameter to display a pop-up selection window with the Salespersons, upon the login in Retail Pro.

During the login in Retail Pro a pop-up window will appear, where you can select the Salesperson(s) of the shift.

Salespersons will then be available in the custom operations area of SOFT1 Retail Pro.  


---

###   
Step 7

**Operations Grid **

Configure the main functions of the** Operations Grid**, as follows:

- **Height (%)**: the height of the Operations Grid in Retail Pro.
- **Lines**: the number of lines of the Operations Grid.
- **Columns**: the number of columns of the Operations Grid.
- **Folder lines**: the number of lines of the additional Operations folders (e.g. Other options, Change Salesperson).
- **Folder columns**: the number of columns of the additional Operations folders (e.g. Other options, Change Salesperson).
- **Font size**: the fields font size of the Operations Grid and of the additional Operations folders.

For each Operation you can set Title, Color Name, JSfunction, etc. Especially for Browsers, you can also set Column Fields, Search Fields, Sort and Filter.

Moreover, from the **Operations **button, you can **add **new and/or **edit **existing ones. See the [Operation (F.A.Q.)](https://wiki.soft1.eu/space/SS5EN/189268831/Soft1+Retail+Pro+-+Operation+(F.A.Q.)) for examples of Operations management, such as:


- **Print**: <span style="color: #36b37e">*How to display Reports, e.g. stock balances per item variation & W/H?*</span>
- **Recalculation:*** *<span style="color: #36b37e">*How to perform recalculation of prices for documents?*</span>
- **Command**: <span style="color: #36b37e">*How to display Browsers, e.g. daily retail documents?*</span>
- **Formula**: <span style="color: #36b37e">*How to set prices on the document, at a click of a button, e.g. specific Series, Payment method etc. *</span>
- **Redir**: <span style="color: #36b37e">*How to display objects, e.g. Customer, Salesperson, Item, etc. selected in fields of the document?*</span>
- **OpenKeyboard**: <span style="color: #36b37e">*How to edit the value in the item lines, with keyboard display?*</span>
- **Item processing: **<span style="color: #36b37e">*How to add/edit the items on lines?*</span>
- **Advance Payments**:* *<span style="color: #36b37e">*How to manage advance payments?*</span>
- **Price check**: <span style="color: #36b37e">*How to perform Price check for items?*</span>
- **Stock control**: <span style="color: #36b37e">*How to perform Stock control for items?*</span>
- **Supplier Payment:** <span style="color: #36b37e">*How to perform Supplier Payments? *</span>
- **Customer Collection:*** *<span style="color: #36b37e">*How to perform Customer Collections? *</span>
- **Returns:*** *<span style="color: #36b37e">*How to perform products returns?*</span>
- **Close Cash Register**: <span style="color: #36b37e">*How to perform closing of cash register?*</span>
- **Gift Receipt**:* *<span style="color: #36b37e">*How to manage gift receipts?*</span>
- **Z / X Report**:** **<span style="color: #36b37e">*How to issue Z & X reports?*</span>
- **Daily batch closing**: <span style="color: #36b37e">*How to perform daily batch closing?*</span>
- **Customer Branch List:** <span style="color: #36b37e">*How to choose customer Branch in document?*</span>
- **Re-issue by cancelling with reversal**:* *<span style="color: #36b37e">*How to perform re-issue by cancelling with reversal?*</span>
- **Return doc items:** <span style="color: #36b37e">*How to perform products return?*</span>
- **Manage Document: *** *<span style="color: #36b37e">*How will you trace/manage saved documents?*</span>
- **Print Labels:**<span style="color: #36b37e">* How to print labels?*</span>
- **Change Doc. Series: **<span style="color: #36b37e">*How to select another Series on the document (Change Doc Series)?*</span>
- **Change Salesperson:***** ***<span style="color: #36b37e">*How to change Salesperson?*</span>