Use this article to choose exactly what each POS terminal shows your staff: which screens, which payment buttons and which tools.
What is Feature Visibility?
Feature Visibility is a panel of on/off switches that belongs to one POS terminal. Each switch shows or hides one feature on that terminal. A front-counter terminal can show different features from a terminal in the back office.
How do I open Feature Visibility for a terminal?
In the left sidebar click Shop+, then click Settings in the top row of tabs.
In the Settings sidebar, expand POS, expand Hardware, and click Devices.
In the Connected Devices list, click the row of the terminal you want to change. Terminals have POS in the SCREEN TYPE column.
The Feature Visibility panel opens under the row.
Arrow – click the terminal row to open or close its panel.
General
Employees
Payments
Inventory & Mixing
Operations
Extras
Flip a switch to turn a feature on (coloured) or off (grey). Each switch is saved the moment you flip it. There is no Save button.
Tip: Hover over the small i next to any feature to read a one-line description of it.
What does each Feature Visibility switch do?
Every Feature Visibility switch controls one feature on that terminal. They are grouped as follows.
General
Orders – shows open tickets so staff can view and manage orders.
Products – shows the product catalog for browsing and selling items.
Add Products – lets staff create a new product from this device.
86 – lets staff mark an item as sold out so it cannot be ordered.
Services – lets staff book or sell services from this device.
Settings – shows POS settings that can be changed on this device.
Employees
Time Clock – lets staff clock in and out on this device.
Payments
Pay: Cash – lets staff take cash as a payment method.
Pay: Card – lets staff take a keyed or saved card payment.
Pay: Terminal – lets staff send the charge to a card terminal.
Pay: Check – lets staff take a check as a payment method.
Split Payment – lets staff split a ticket across more than one payment.
Tips – lets staff add or adjust tips on a payment.
Charge ACH – lets staff take a bank ACH payment.
Cash Drawer – lets staff pop open the cash drawer and use drawer counting.
Inventory & Mixing
Inventory – shows stock counts and inventory tools on this device.
Mixing Station – shows the mixing station so staff can scan and mix items.
Operations
No Sale – lets staff open the cash drawer without making a sale.
Payout – lets staff record money taken out of the drawer for an expense.
Reports – shows sales and performance reports on this device.
Transactions – shows completed payments, refunds and ticket history.
Settlements – shows card batches so staff can review and settle payments.
Extras
Memberships – lets staff look up and sell memberships.
Reservations – lets staff view and manage reservations.
Gift Card – lets staff look up a gift card and apply the balance.
Sell Gift Card – lets staff sell a new gift card. This switch is greyed out until a Factor4 gift card account is linked under Settings › Advanced Settings › API.
Scan Customer – lets staff scan a customer to link them to the order for rewards and points.
How do I rename the Card and Terminal payment buttons?
You can rename the Card and Terminal payment buttons for each terminal with the Card label and Terminal label boxes.
Make sure Pay: Card is on. The Card label box only shows while Pay: Card is on.
Type the name you want in Card label, for example Card on File. A label can be up to 30 characters.
Make sure Pay: Terminal is on. The Terminal label box only shows while Pay: Terminal is on.
Type the name you want in Terminal label.
A label is saved when you click outside the box. If you clear a box and click outside it, the label goes back to Card or Terminal.
How do I turn on the cash drawer and drawer counting?
Cash drawer features are turned on per terminal with the Cash Drawer switch.
Cash Drawer – turn this on to let staff open the cash drawer from this terminal.
Drawer Counting – appears under Cash Drawer as soon as Cash Drawer is on, and starts switched on. It requires an opening and closing cash count on this POS. Turn it off if you do not want staff to count the drawer.
No Sale – turn this on to let staff open the drawer without a sale.
Payout – turn this on to let staff record cash taken out of the drawer for an expense.
Default category – shows while Payout is on. Pick a category from the list to use for payouts from this terminal. Click the x in the box to clear it.
Turning Cash Drawer off also turns Drawer Counting off and hides it.
How do I save a Feature Visibility set-up as a template?
A Feature Visibility template stores the on/off position of every switch under a name, so you can apply the whole set-up again in one step.
Set the switches the way you want them.
Click Save template in the top-right corner of the Feature Visibility panel.
Type a name in the Template name box, for example Front Counter.
Click Save. Click Cancel instead to close the box without saving.
When the template is saved, its name shows in a list at the top of the panel, with a trash icon and an Update template link beside it.
Template list – shows the template that matches the current switches.
Trash icon – deletes the template straight away.
Update template – opens the name box again so you can rename the template or save it again.
How do I apply a saved Feature Visibility template?
Apply a saved template from the Use template list in the Feature Visibility panel.
Open the terminal's Feature Visibility panel.
Click the Use template list in the top-right corner of the panel. The list shows the template's name instead when the switches already match it.
Click the template name.
Every switch changes to the saved position and the change is saved.
If you change a switch after applying a template, the list goes back to Use template because the switches no longer match. To store the new set-up under the same name, click Save template, type the same name and click Save. The saved template is replaced.