Create your POS devices

ROLLER POS supports selling through multiple point-of-sale (POS) devices at your venue. To start selling in person at your venue, you need to create a POS device in ROLLER for each physical POS station in your venue. The number of devices you can connect with ROLLER depends on your plan. 

This guide walks through how to create and manage POS devices in Venue Manager. Use templates when multiple POS devices should share the same menu. Use a standalone device when one POS device needs its own menu.

Before you start

• Device templates are available on Pro plans and above.
• Use a template when multiple POS devices sell the same products.
• Use a standalone device when one POS device needs its own menu.
• If you edit the menu on a device linked to a template, the device is unlinked from the template.

Choose the right setup

Choose the path that matches your goal:

• Create a POS device from a template when multiple POS devices should share the same menu.
• Create a standalone POS device when one POS device needs its own menu.
• Edit a linked template when you want menu changes to sync across all linked POS devices.
• Edit one POS device when you want only that device to have a different menu.

Set up your POS devices

When you update the menu in a template, the change applies across all POS devices linked to that template. Watch the video to learn how to create a POS device from a template.

If you want one POS device to have a different menu, edit that device separately and confirm unlinking it from the template when prompted. See the section below for editing devices.

If you don't want to create a POS device using a template, you can also create standalone, individual POS devices. You can also apply a template to an existing, individual POS device and create a new template from a device.

To get started, follow the steps below.

1. From Venue Manager, go to Apps > Point of Sale > Devices.
2. Select Create a device at the top-right of the page.
3. Then, select the device type. Keep reading to understand what each type is and how to set it up.

Set up a new device using a template (recommended)

Select this device type to create a new device using an existing template with a pre-configured product menu.

1. Select the existing template you want to use from the dropdown.
2. Select Continue.
3. Enter a unique Device name (eg Reception 1, Cafe 1).
4. Set the Device screen size. This determines the number of columns available in smart menus.
5. Enter a starting Till float.
6. [Optional] Turn on Allow mass ticket redemption. This lets you streamline redemption of large ticket quantities at POS and bypass waiver assignment.
   If you turn this on, set a minimum quantity to allow mass redemption of tickets within a booking.
7. [Optional] Turn on Enable compact view. This makes POS tiles smaller and shows more products on the screen. This is useful for restaurants or cafes. Turning this on 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.
9. Select Save.

The POS menu is already populated from the template you selected.

Set up a new device

Select this device type to create a new individual device with a custom menu that is not synced to any template or other devices. After setting up the device, you can create a new template from it.

First, configure the device settings as in the section above.

Then create your custom menu:

1. Select Add menu.
2. Enter a Menu name (eg Memberships) and select an icon from the dropdown.

3. Select Select products. Choose products by Specific tag or Specific products.

   Using specific tags reduce the administrative burden of manually managing and updating POS menus. When you add or remove a tag from a product, it’s automatically added or removed from your POS menus, so you don’t need to manually update each device.
    

4. Select Apply.
5. Select Done.
6. Repeat these steps for any other menus you want to add to the POS device.
7. Select Save.

Set up POS folders

If you’re creating food and beverage menus, you can streamline your POS menus with folders. Folders make it easier to find stock products and reduce the time it takes to process a purchase.

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:

1. Select the menu you want to add the folder to.
2. Select Add folder next to Select products.
3. Give your folder a Name and choose a Tile color for the folder.
4. Add your products to the folder. You can choose to select your products by Specific tag or by choosing Specific products. 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.
    
5. Select your tags or products and then select Apply.
6. Once you’ve chosen all the products you want to add, select Add folder.

At POS, when you want to add a stock product in a folder to the cart, simply select the folder, find the stock product and add it to the cart.

Set up aew template

Select this device type to create a new template you can use to sync menus across multiple POS devices. If you don't already have a template set up, this option is recommended.

Edit a template-linked device

If the POS device is linked to a template, edit the template when you want menu changes to sync across all linked devices.

To edit a POS device template, follow the steps below.

1. From Venue Manager, go to Apps > Point of Sale > Templates.
2. Select the options menu (3 dots) at the end of the template row and select Edit.
3. Select Unlock to edit in the top-right corner of the page.
4. Make your changes to the device settings. 
5. Select any menu sections you want to edit.
6. Make your changes. To learn how, see the guide Create and edit your POS menus.
7. Select Save.

Edit an individual device

If you want only one POS device to have a different menu, edit the device instead.

1. From Venue Manager go to Apps > Point of Sale > Devices.
2. Select the options menu (3 dots) at the end of the device row and select Edit.
3. If it's linked to a template, confirm you want to unlink it and create an individual device.
4. Edit your device settings. 
5. Select any menu sections you want to edit.
6. Make your changes. To learn how, see the guide Create and edit your POS menus.
7. Select Save once done.

Apply a template to an existing device

1. From Venue Manager, go to Apps > Point of Sale > Devices.
2. Select the options menu (3 dots) at the end of the device row.
3. Select Apply template from the dropdown.
4. Select the template you wish to link to the device.
5. Select Apply.
6. Confirm that you want to update all menus in the device with those in the template. 

The device is now linked to the template.

Create a template from an existing device

1. From Venue Manager, go to Apps > Point of Sale > Devices.
2. Select the options menu (3 dots) at the end of the device row.
3. Select Create template from device.
4. Select Save.

Duplicate a POS device

Once you have created one POS device from a template, you can duplicate it and create other POS devices in minutes! Follow the steps below.

1. From Venue Manager, go to Apps > Point of Sale > Devices.
2. Scroll to the device you want to duplicate.
3. Select the options menu (3 dots) at the end of the device row, then choose Duplicate.
4. Give your new device a name (it must be a unique name).
5. Select Duplicate device.

Learn more

• Create your POS templates
• Create and edit POS menus