---
title: "Create your POS templates"
slug: "create-your-pos-templates"
updated: 2026-06-26T08:19:38Z
published: 2026-06-26T08:19:38Z
canonical: "mysupport.roller.software/create-your-pos-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://mysupport.roller.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Create your POS templates

Templates are a great way to save time and configure multiple POS devices at once, while maintaining consistency across all POS devices linked to the template. Templates are recommended for venues with multiple POS devices that offer the same products.

This guide walks through how to configure POS device templates to manage multiple POS devices in your venue.

> [!CAUTION]
> Pro feature and above
> 
> Save time setting up and updating your POS devices using templates. To unlock this feature with a Pro plan, contact your customer success manager or the [support team.](/v1/docs/contact-roller-support)
> 
> [Learn more](https://www.roller.software/pricing/)

[Embedded content](https://fast.wistia.com/embed/iframe/o7xdbyka72)

## Create your template device settings

To create a new POS template and configure the template device settings, follow the steps below.

1. From Venue Manager, go to **Apps** > **Point of Sale** > **Templates.**
2. Select **Create a template.**
3. Give the device template a unique **Template name.**
4. Set the **Device screen size**. This determines the number of columns available in smart menus.
5. Set the **Till float**. This sets the balance of the till at the start of each session.
6. [Optional] **Allow** **mass ticket redemption**. Set a minimum ticket quantity to enable the mass redemption feature in POS. **Note: Mass redemption bypasses the waiver assignment and tickets can be redeemed without a waiver attached.**
7. [Optional] **Enable compact view**. This option makes your POS tiles smaller and allows for more products to be displayed on your POS screen. This is great for POS devices you might use in your restaurants or cafes, because more stock items are available on one screen, making it easier for your staff to put through orders. Note: Selecting this option disables product images at POS.
8. Link your **Devices**. Select **Add device** to choose which print stations or KDS devices this POS device should send orders to. Only one receipt printer can be assigned to a POS device.

![CleanShot 2024-08-27 at 09.46.38@2x.png](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/10550284222223.png)

## **Configure POS capacity view (optional)**

If your venue has **single-booking resources** (e.g. escape rooms or courts) set up in ROLLER, you’ll see a **Capacity view** option in the template settings.

From here, you can choose which single-booking resources appear in your **POS capacity view** and the order they appear.

> [!WARNING]
> If your venue has **no single-booking resources set up in ROLLER**, the Capacity view option will not appear.

To configure POS capacity view:

1. Select **Capacity view**.
2. Under **Resources** use the dropdown to select the single booking resources to display.
3. Under **Resource order** drag resources to reorder them to best suit your venue and workflows.

![](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/14485315883791.png)

Any POS device linked to this template will show the selected resources in the order you set.

## Create your menus and add products

To create your device template menu, follow the steps below.

1. Select **Add menu.**
2. Enter a **Menu name** (eg Memberships) and select an icon from the dropdown.
3. **Select products**. You can choose to select your products by **Specific tag** or by choosing **Specific products**. **We recommend selecting products by tag because product tags reduce the administrative burden of manually managing and updating your POS device menus.** When you add or remove a tag from a product, it’s automatically added or removed from your POS menus too — no need to make manual updates to each of your devices and templates.
4. Select **Apply** and then select **Done**.
5. Repeat the above steps for any other menus you wish to add to the template.
6. Select **Save**.

![Adding a menu section to POS GIF.gif](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/10811789296271.gif)

> [!NOTE]
> To learn more about linking a template to a POS device, read the guide [Create your POS devices](/v1/docs/create-your-pos-devices).

## Create POS folders to group stock products

[Embedded content](https://fast.wistia.com/embed/iframe/2h1r8ll232)

If you’re creating food and beverage menus, you can also streamline your POS menus with folders. Folders make it easier for you to find stock products, reducing the time it takes to put in a purchase, resulting in a better guest experience.

> [!NOTE]
> **POS folders can only be used to group stock products.**

A well-organized POS with folders keeps the interface less cluttered, especially if you have a large list of stock, making it easier for staff to use without getting overwhelmed.

To create POS folders, follow these steps.

1. Select **Add menu**.
2. Enter a **Menu name** (eg Hot food) and select an icon from the dropdown.
3. Select **Add folder** (this option will be next to the **Select products** button).
4. Give your folder a **Name** and choose a **Tile color** for the folder.
5. Then, add your products to the folder. You can choose to select your products by **Specific tag** or by choosing **Specific products**. We recommend selecting products by tag because product tags reduce the administrative burden of manually managing and updating your POS folders. When you add or remove a tag from a product, it’s automatically added or removed from your POS folder too — no need to make manual updates!
6. Select your tags or products and then select **Apply**.
7. Once you’ve chosen all the products you want to add, select **Add folder**.

At POS, to add a stock product to the cart, simply select the folder, locate the stock product, and add it to the cart.

> [!NOTE]
> To learn more about POS menus and creating folders, read the guide [Create and manage POS menus](/v1/docs/create-and-edit-pos-menus).

## Manage POS templates

From Venue Manager, go to **Apps** > **Point of Sale** > **Templates.**

Select the **options menu** (3 dots) at the end of the row for the relevant template. The following options will appear from the dropdown.

| Action | Description |
| --- | --- |
| Edit | Opens the template settings page for you to edit your template device settings and [POS menus](/v1/docs/create-and-edit-pos-menus). Select **Unlock to edit device** to make changes, then select **Save** once all necessary updates have been made. > [!WARNING] > Updating the menu in the template impacts all devices connected to the template. |
| Duplicate | Creates a copy of the existing template for you to modify and save. |
| Create device from template | Automatically creates a POS device which shares the menu setup in the template. The POS device is linked to the template. Give the device a name that is unique and different from the template (eg Cafe 1, Front desk). Select **Save** to create the device. |
| Delete | Removes the POS template from the list. Confirm deletion. This action cannot be reversed. |

## Related

- [Edit the expiry of a purchased standard pass in Venue Manager](/edit-the-expiry-of-a-purchased-standard-pass-in-venue-manager.md)
- [Create your online checkout](/create-your-online-checkout.md)
- [Edit and merge guest records](/edit-and-merge-guest-records.md)
- [Create and edit POS menus](/create-and-edit-pos-menus.md)
- [Create your POS devices](/create-your-pos-devices.md)
