How to setup the favorite screens

Blanca Castillo
Blanca Castillo
  • Updated

Where do I find it?

Sales channels > POS/MPOS > Favorite Screens

 

What does it mean?

Palisis allows you to create as many favorite screens as you want with up to 99 Priceplan prices each. This is a very useful and powerful tool to show on the devices those most sold priceplans on the main screen as direct links, which will save your sales operator a lot of time.

Of course, you can create more than one favorite screen for your devices, maybe you need to set them depending on the area where the device is working or depending on other parameters like operation lines or routes. So you have the possibility of adding a different favorite screen for every device if this is your preference.

For your convenience, you can set one of them as the default on the devices, the POS or both.

 

What should I do?

To create a favorite screen you should go to: Sales channels > POS/MPOS > Favorite screens

and click on the '+ Add' button. You need to insert a short code, which needs to have between 6 and 8 characters:

Once created, you can select it as default for POS (fixed point of sales), mPOS (portable devices) or both.

If you need to create multiple Favorites screens because users operate in different locations or need different setups per device, select “POS enabled”. This will generate a QR code that you must scan with the device where you want to activate that specific Favorites screen. For example, each user can have their own Favorites screen showing the tours they sell most frequently. Within the same account, each device can display a different Favorites screen depending on how the QR code has been assigned and scanned.

 

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If, on the other hand, you only need to create one shared Favorites screen, select mPOS enabled”. This will make it the default Favorites screen and it will be automatically displayed on all devices registered under the same account.

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After that, please go to the 'Items' tab where you can create add the items to your favorite screen.

You must essentially do 6 steps for every item:

  1. Give it a name. It will be displayed on the favorite screen, you can use up to 255 characters.
  2. How many pieces of the same priceplan will be added? 1, 10, 50? It's sometimes useful to create a batch of 10 priceplans for instance, so in case you have a big group, you don't need to add the priceplans to the shopping cart one by one, as the feature "X number of people" + "#" + "Priceplan" doesn't work in favourite screen, only in the newest device software v.4.30.0
  3. Choose your own or partner products
  4. Choose Transport, Packages or Merchandise.
  5. Choose the tickets you want to add with Business Unit, Product, Price, Passenger and Seat Category.
  6. Choose currency. If you don't choose anything, then the default base currency will be used. Although, currency can later be switched during checkout.

 

The latest added items appear at the top of the screen:

 

Now that you have your first item, you can add as many as you want with up to 99. And you can also sort them by drag and drop into a different position as your preference.

 

It's also possible to remove existing items, you just need to click on 'Remove' on the right side.

How to add the Favorite screen to a certain POS or mPOS?

The favorite screen is added to a portable device or fixed POS by scanning on the "Start Ticketing" screen the QR code displayed at the 'Attributes' tab, in our example the code is C00500Busess

If the favorite screen has been set as 'On POS enabled' or 'On mPOS enabled', then you don't need to scan this QR code, the favorite screen will be added automatically for all your POS or handheld devices. 

 

To enable the favorite screen into your device, click on the upper right-hand corner and then on “Favorites”. This way, you will be able to see the favorite screen you already created.