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Customer Display Screen (CDS) Guide

By Katie | Updated

Overview

On the Customer Display Screen (CDS) versions 2.34 and newer, you can add customizable branding and promotional images to your customer-facing iPad at the point of sale, as well as how your customers interact with the CDS.

Many of these settings can be managed from both the Management Console and/or from the CDS itself using the instructions below.


Contents


Management Console Setup

Display Product Images

If you want your product images to display for customers on the CDS, then you must enable this from the Management Console. To do so: 

  1. From the Management Console [yourdomainname.revelup.com], go to Settings. Click Clear Selections and search for display product images on. Check the box on the left to display setting options on the right. Choose all relevant locations where you'd like product images to display. To select multiple locations using CMD+select or CTRL+select:

    1.jpg

  2. Tap Save when finished.
  3. Product images will now show on the selected devices, including the CDS.

Welcome Message

The Welcome Message is a message that will display for customers on the CDS when the device is in an idle state. However, the Welcome Message will not appear if you are using a Welcome Image or Idle Animation. To input/update the Welcome Message from the Management Console:

  1. Navigate to Settings. Choose Clear Selections, then type in Customer Display in the search box. Check the box on the left under Advanced POS Settings to display all available CDS settings on the right: 2.jpg
  2. The first setting you'll see is the Welcome Message box. When your CDS is idle, text entered in this field will appear on the center of your CDS screen.
  3. Next, select the dropdown for Screen Organization. If Split Screen is enabled, promotional images are displayed on the left side of the CDS screen and order details on the right. If Full Screen is enabled, the CDS will only display the order details. When finished, click Save.

Idle Animation

Idle animation allows a single photo or slide show to appear on the Revel application after a certain amount of inactivity. These idle animation sets can be set on kitchen display units, customer display units, or POS stations.

There can be multiple idle animation sets assigned to specific stations so they don’t all need to show the same thing. For example, one customer display shows only candy while the other customer display shows only ice cream. Uploading multiple pictures into one idle animation set will rotate through the photos based on the interval setting.

How to Create the Idle Animation Set:

  1. On the Management Console ([yoursubdomain].revelup.com) go to the Settings tab.
  2. Click Clear Selections and type idle animation set in the search bar.
  3. Check the box next to Idle Animation Sets so the settings appears on the right side of the screen.
  4. Click + Add an Idle Animation Set1.png
  5. Fill out the animation set Name and Animation Interval seconds.
  6. Upload or link a URL for the image you want to display.
  7. From the Devices drop-down menu select the CDS and/or KDS you want to assign the animation set to. You can choose multiple options if you'd like.
  8. From the Stations drop-down menu, select the Point of Sale stations you want to assign the animation set to.
  9. Click Save:
    2.png
  10. Refresh each Point of Sale station to receive the new change. Customer Displays, however, will not need to be refreshed as it pulls the new configurations from the POS iPad.
NOTE: Ideal image dimensions for both iPad & iPad Mini - 1024 x 728

Display Card Swipe Prompt

If you want customers to be able to swipe their credit card themselves, you can activate a prompt on the CDS to ask them to swipe. To activate the Card Swipe Prompt on the CDS:

  1. On the Management Console, navigate to Settings. Clear Selections and search for CDS Configuration. Check the box on the left to display all settings on the right.
  2. Scroll to find the Display Card Swipe Prompt option.
    Card_Swipe_Prompt.jpg
  3. Check the box and Save.
  4. Refresh the Point of Sale for the new prompt to display on the CDS.

Enable Signature for Credit Payments

Every user can prompt for tips on their Point of Sale. The prompt can either be a line on the physical receipt for the customer to add a tip and then sign OR a prompt on the Customer Facing Display for adding a tip and signing on screen. To activate tip prompts on the CDS:

  1. On the Management Console, navigate to Settings. Clear Selections and search for CDS Configuration. Check the box on the left to display all settings on the right.
  2. Scroll to find the Enable Signature for credit payments option.
    Signature.jpg
  3. Check the box and Save.
  4. Refresh the Point of Sale for the new prompt to display on the CDS.

Tip Prompt on CDS

Every user can prompt for tips on their Point of Sale. The prompt can either be a line on the physical receipt for the customer to add a tip and then sign OR a prompt on the Customer Facing Display for adding a tip and signing on screen. To activate tip prompts on the CDS:

  1. On the Management Console, navigate to Settings. Clear Selections and search for CDS Configuration. Check the box on the left to display all settings on the right.
  2. Scroll to find the Prompt for Tips option.
    5.jpg
  3. Check the box and Save.
  4. Refresh the Point of Sale for the new prompt to display on the CDS. Now, when the customer pays with a Credit Card, they'll be prompted to Select Tip Amount and they can choose between the percentages shown or choose Other to enter the tip amount manually.
NOTE: The customer can add up to 100% of the order total as a tip. If they wish to add more, you must add the additional tips through the Point of Sale batch screen.

Other Settings

The chart below details the additional settings for the Customer Display screen:

Setting Description
Split Screen - Use Media Type Select either Image(displays a single image) or Animation Set(displays a rotating set of images).
Split Screen Animation Set If using an animation set, enter a set name, the number of seconds before rotating to the next image, and use the pencil icon to upload or enter an image URL.
Welcome Screen - Use Media Type This settings controls whether you want a single image or a rotation of images to display on the CDS during an idle phase.
Welcome Screen Image Upload a single welcome screen image here.
Logo Image Upload a logo that will be displayed on the upper left corner of the CDS.
Select Color Palette Set the primary secondary colors for text on the CDS. The primary color is applied to buttons and text. The secondary color will apply to headers and footer bars on the CDS.

Managing Settings from the CDS

Once the above settings are activated from the Management Console, you'll need to make sure you have the CDS application installed on your iPad. It's important to ensure your CDS and Point of Sale are on the same versions. Learn to check your Point of Sale version here. Once you determine the version, from the App store, search for Revel CDS; the first option should be the latest version; older versions will be labeled accordingly. If not, you can always look at the details of the app and you should see a section for Version History, which will indicate what version that specific app is for.

After the app is successfully install, you can adjust the settings listed above from the CDS. To do so:

  1. On your CDS idle/welcome screen, tap the "R" in the Revel Systems logo in the upper left until it prompts for a password.
  2. Enter "911" and tap OK: 
  3. You will see all available settings. Make sure the slider for the desired setting(s) is/are showing in green. If you want to adjust your Welcome Message, you can also do so from here:
  4. When finished, tap Save.


Viewing the Customer Display System

After customizing your CDS settings in the Management Console, refresh your Point of Sale station to view the changes. Refreshing the CDS is not necessary, as it pulls the data from the associated station.

Welcome Screen

Split Screen Mode: When an item is added to the Point of Sale, the desired images are displayed on the left, and order details on the right.


Full Screen Mode: 


Customer Creation on the CDS

If you want your customers to be able to create customer accounts directly on the CDS:

  1. In the Management Console, go to the Settings tab.
  2. Click Clear Selections and type Customer Creation in the search bar.
  3. Check the box next to Allow Customer Creation on CDS so the actual setting appears on the right side.
  4. Once you check the box for the setting Allow Customer Creation on CDS, additional fields will appear.
  5. Select the Customer Creation Requirements and the critia to use for the Login:

  6. Finally, click Save.

Have more questions? Submit a request

Customer Display Screen (CDS) Guide

By Katie | Updated

Follow

Overview

On the Customer Display Screen (CDS) versions 2.34 and newer, you can add customizable branding and promotional images to your customer-facing iPad at the point of sale, as well as how your customers interact with the CDS.

Many of these settings can be managed from both the Management Console and/or from the CDS itself using the instructions below.


Contents


Management Console Setup

Display Product Images

If you want your product images to display for customers on the CDS, then you must enable this from the Management Console. To do so: 

  1. From the Management Console [yourdomainname.revelup.com], go to Settings. Click Clear Selections and search for display product images on. Check the box on the left to display setting options on the right. Choose all relevant locations where you'd like product images to display. To select multiple locations using CMD+select or CTRL+select:

    1.jpg

  2. Tap Save when finished.
  3. Product images will now show on the selected devices, including the CDS.

Welcome Message

The Welcome Message is a message that will display for customers on the CDS when the device is in an idle state. However, the Welcome Message will not appear if you are using a Welcome Image or Idle Animation. To input/update the Welcome Message from the Management Console:

  1. Navigate to Settings. Choose Clear Selections, then type in Customer Display in the search box. Check the box on the left under Advanced POS Settings to display all available CDS settings on the right: 2.jpg
  2. The first setting you'll see is the Welcome Message box. When your CDS is idle, text entered in this field will appear on the center of your CDS screen.
  3. Next, select the dropdown for Screen Organization. If Split Screen is enabled, promotional images are displayed on the left side of the CDS screen and order details on the right. If Full Screen is enabled, the CDS will only display the order details. When finished, click Save.

Idle Animation

Idle animation allows a single photo or slide show to appear on the Revel application after a certain amount of inactivity. These idle animation sets can be set on kitchen display units, customer display units, or POS stations.

There can be multiple idle animation sets assigned to specific stations so they don’t all need to show the same thing. For example, one customer display shows only candy while the other customer display shows only ice cream. Uploading multiple pictures into one idle animation set will rotate through the photos based on the interval setting.

How to Create the Idle Animation Set:

  1. On the Management Console ([yoursubdomain].revelup.com) go to the Settings tab.
  2. Click Clear Selections and type idle animation set in the search bar.
  3. Check the box next to Idle Animation Sets so the settings appears on the right side of the screen.
  4. Click + Add an Idle Animation Set1.png
  5. Fill out the animation set Name and Animation Interval seconds.
  6. Upload or link a URL for the image you want to display.
  7. From the Devices drop-down menu select the CDS and/or KDS you want to assign the animation set to. You can choose multiple options if you'd like.
  8. From the Stations drop-down menu, select the Point of Sale stations you want to assign the animation set to.
  9. Click Save:
    2.png
  10. Refresh each Point of Sale station to receive the new change. Customer Displays, however, will not need to be refreshed as it pulls the new configurations from the POS iPad.
NOTE: Ideal image dimensions for both iPad & iPad Mini - 1024 x 728

Display Card Swipe Prompt

If you want customers to be able to swipe their credit card themselves, you can activate a prompt on the CDS to ask them to swipe. To activate the Card Swipe Prompt on the CDS:

  1. On the Management Console, navigate to Settings. Clear Selections and search for CDS Configuration. Check the box on the left to display all settings on the right.
  2. Scroll to find the Display Card Swipe Prompt option.
    Card_Swipe_Prompt.jpg
  3. Check the box and Save.
  4. Refresh the Point of Sale for the new prompt to display on the CDS.

Enable Signature for Credit Payments

Every user can prompt for tips on their Point of Sale. The prompt can either be a line on the physical receipt for the customer to add a tip and then sign OR a prompt on the Customer Facing Display for adding a tip and signing on screen. To activate tip prompts on the CDS:

  1. On the Management Console, navigate to Settings. Clear Selections and search for CDS Configuration. Check the box on the left to display all settings on the right.
  2. Scroll to find the Enable Signature for credit payments option.
    Signature.jpg
  3. Check the box and Save.
  4. Refresh the Point of Sale for the new prompt to display on the CDS.

Tip Prompt on CDS

Every user can prompt for tips on their Point of Sale. The prompt can either be a line on the physical receipt for the customer to add a tip and then sign OR a prompt on the Customer Facing Display for adding a tip and signing on screen. To activate tip prompts on the CDS:

  1. On the Management Console, navigate to Settings. Clear Selections and search for CDS Configuration. Check the box on the left to display all settings on the right.
  2. Scroll to find the Prompt for Tips option.
    5.jpg
  3. Check the box and Save.
  4. Refresh the Point of Sale for the new prompt to display on the CDS. Now, when the customer pays with a Credit Card, they'll be prompted to Select Tip Amount and they can choose between the percentages shown or choose Other to enter the tip amount manually.
NOTE: The customer can add up to 100% of the order total as a tip. If they wish to add more, you must add the additional tips through the Point of Sale batch screen.

Other Settings

The chart below details the additional settings for the Customer Display screen:

Setting Description
Split Screen - Use Media Type Select either Image(displays a single image) or Animation Set(displays a rotating set of images).
Split Screen Animation Set If using an animation set, enter a set name, the number of seconds before rotating to the next image, and use the pencil icon to upload or enter an image URL.
Welcome Screen - Use Media Type This settings controls whether you want a single image or a rotation of images to display on the CDS during an idle phase.
Welcome Screen Image Upload a single welcome screen image here.
Logo Image Upload a logo that will be displayed on the upper left corner of the CDS.
Select Color Palette Set the primary secondary colors for text on the CDS. The primary color is applied to buttons and text. The secondary color will apply to headers and footer bars on the CDS.

Managing Settings from the CDS

Once the above settings are activated from the Management Console, you'll need to make sure you have the CDS application installed on your iPad. It's important to ensure your CDS and Point of Sale are on the same versions. Learn to check your Point of Sale version here. Once you determine the version, from the App store, search for Revel CDS; the first option should be the latest version; older versions will be labeled accordingly. If not, you can always look at the details of the app and you should see a section for Version History, which will indicate what version that specific app is for.

After the app is successfully install, you can adjust the settings listed above from the CDS. To do so:

  1. On your CDS idle/welcome screen, tap the "R" in the Revel Systems logo in the upper left until it prompts for a password.
  2. Enter "911" and tap OK: 
  3. You will see all available settings. Make sure the slider for the desired setting(s) is/are showing in green. If you want to adjust your Welcome Message, you can also do so from here:
  4. When finished, tap Save.


Viewing the Customer Display System

After customizing your CDS settings in the Management Console, refresh your Point of Sale station to view the changes. Refreshing the CDS is not necessary, as it pulls the data from the associated station.

Welcome Screen

Split Screen Mode: When an item is added to the Point of Sale, the desired images are displayed on the left, and order details on the right.


Full Screen Mode: 


Customer Creation on the CDS

If you want your customers to be able to create customer accounts directly on the CDS:

  1. In the Management Console, go to the Settings tab.
  2. Click Clear Selections and type Customer Creation in the search bar.
  3. Check the box next to Allow Customer Creation on CDS so the actual setting appears on the right side.
  4. Once you check the box for the setting Allow Customer Creation on CDS, additional fields will appear.
  5. Select the Customer Creation Requirements and the critia to use for the Login:

  6. Finally, click Save.
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