Adding and Managing Customer Facing POS Screen Images

Overview:

FieldStack software supports hardware with a customer facing screen (some FieldStack clients use suggested Touch Dynamic workstations which include these screens). Each workstation can be configured to show an image (or an animated gif) of your choice. 

1. Preparing the image (creative)

To optimize images for customer display use, use the following guidelines:

• Size:  Images should be sized only as large as they will need to be at the maximum.  (we recommend 1-2 MB max)
• File Type:  Most clients prefer to use animated gifs as they're flexible and allow for image carousels to be shown to customers.
• Dimensions:  While screen resolutions and preferences vary, for Touch Dynamic units, FieldStack has experienced good performance with images sized 500px x 325px (or an aspect ratio of 20:13).  

2.  Create an "item" in FieldStack to store image settings and details:

Every image used in FieldStack must be attached to an item.  Having the image attached to an item provides a mechanism for admins to change image behaviors and attributes.

Items can be created either from scratch, or by searching for and cloning an existing item from the [Item Listing] screen, shown below.  Cloning is the preferred and easiest method.  To clone an item, select it on the [Item Listing] screen, and use the key combination CTRL + S.  The [Edit Item] screen will appear as a result (see below). 

The Edit item screen is used for entering a couple of key settings to prepare the listing for customer display.  

Important settings:  For the purposes of setting up a customer image, it is important that the category and extended category are configured as shown in the screenshot above.  Category = System;  Extended Category = Image Asset.

**Important:  Take note of the item code in the upper left of the screen.  This is the code used in a later step to assign this image to the customer display.

Once done, be sure to click the Save button.  

3. Uploading the image:

When done editing the item, save the new listing then bring it up in the item listing screen (see image below).  Here, click Upload Image on the Details tab and select the desired image.  When you leave the Details tab and then go back to it, the image will appear. 

4.  Assigning the image (item code) to the desired workstations:

Images are assigned at the workstation level in [Options] --> [Configuration Management].

On the left side, navigate to the desired location and workstation and click on it to select.  On the right side, the setting for "Customer Display Advertisement Image Item Code" should be set to the "Item Code" of the item.  Once you've made the change, click the [Save Machine Settings] button.  

After saving the settings, the image should appear on that machine.  

**NOTE ABOUT IMAGE UPDATES:  Currently, images are saved on the individual machines and are re-cached once each week.  Should you need to push out a new image immediately, simply create a new item (by cloning an existing one), and navigate through the steps above to make it active.  In some cases, you may want to have a few different items, alternating between them periodically.