⏱ Estimated time: 10–20 minutes
👤 Role: Admin / Manager
🔐 Access level required: EPOS Configuration Access

What you’ll learn

• How to access EPOS configuration settings

• How to add or edit payment methods on the EPOS screen

• How to add new hot buttons to the Main EPOS screen

When should I use this?

Use this guide when:

• You have introduced a new payment method (e.g. new card type / voucher type)

• You want to add frequently used retail or service buttons to your EPOS screen

• You want to customise your Main EPOS layout for operational efficiency

Important: If your EPOS is already heavily customised and you are unsure about making changes, seek advice before proceeding from our support team https://support.journey.travel/portal 

Accessing EPOS Configuration

1. Navigate to Retail from the main navigation panel

2. Click the Settings Cog (top right corner)

3. Log in using your EMS credentials

4. Go to Screens

You are now inside the EPOS configuration area.

Part 1: Adding or Updating Payment Methods

Payment buttons control how transactions are completed at checkout.

Step 1: Ensure Payment Method is Created in EMS

Before configuring buttons:

• Ensure the new payment method is configured correctly in your EMS platform. 

Step 2: Open the Payment Screen

1. Select the Payment Screens tab

2. Open the Master Payments screen
   

Step 3: Add a new payment button

1. Click Add Payment Item Button

2. Select the required payment method from the list

3. Set the button colour (recommended: White for standard payments)

4. Save changes

Best Practice: Place your most commonly used payment methods (e.g. Cash, Card) in the first positions for faster processing.

Step 4: Save and test

• Click Save Changes

• Select Back to EPOS to visually confirm the layout

• Test a small transaction to ensure the payment method allocates correctly

Part 2: Adding Buttons to the Main EPOS Screen

The Master screen controls what appears when the EPOS till first loads.

You can add:

• Stock shortcuts

• Miscellaneous sales buttons

• Navigation buttons to other screens

• Frequently used service shortcuts

Step 1: Open the Master Screen

1. Select the Screens tab

2. Open the Master sale screen
   

Step 2: Add a new button

1. Click Add Button

2. Choose the button type:

• EPOS Screen Button (e.g. Stock Item, Appointments)

• Navigation Button (to another screen such as Misc or Refunds)

• Quick Sale Button (for predefined items)

3. Configure the label clearly so staff understand its purpose

4. Set button colour (recommended: White for standard sales)

5. Set size (Size 1 recommended for consistent layout)

Step 3: Position the button

• Arrange buttons in logical order

• Place high-frequency items near the top

• Group similar actions together

Operational Tip: Keep the Master screen clean. Too many buttons can slow staff down.

Step 4: Save your configuration

• Click Save Changes

• Select Back to EPOS to visually review your updates

Testing Your Changes

After adding payment methods or buttons:

• Run a test retail sale

• Test a booking checkout

• Confirm deposits and vouchers allocate correctly

• Ensure staff can clearly identify new buttons

If something does not behave as expected, return to configuration and review the setup.

Common Questions

Do changes apply immediately?
Yes, once saved, changes will reflect when the EPOS screen is refreshed.

Can I reorder payment methods later?
Yes, return to the Master Payments screen and adjust positioning.

Should I change colours?
For consistency, standard sales buttons should remain White. Use colour strategically (e.g. red for refunds) to reduce error risk.

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