# Creating Tills and Buttons in Gladstone360

HTML version: [Creating Tills and Buttons in Gladstone360](https://support.gladstonesoftware.cloud/gladstone360/creating-tills-and-buttons-in-gladstone360)

## Problem
Site administrators need to build Gladstone360 tills and buttons, choose which payment methods staff can use, and fix buttons, products or payment methods that don't appear.

## Resolution

### Add a till

1. **Create the till**
   - Click the **cog** > `Configuration > Tills` > **Add till**.
   - Enter a name (for example *Reception till*, *Café till*), the sites, and choose desktop till.
   - Save. The two default tills can't be edited or deleted: the hardware service needs them.

### Build the buttons

2. **Add each button**
   - Click **+** on a button and choose its function:
     - **Product:** search by ID or name for a single product.
     - **Product group:** one button for a Plus2 product group (for example all chocolate bars).
     - **Till:** link to another till (for example a café or retail screen, with a button back).
     - **Workflow:** sell memberships from the till.
     - **Find invoice**, **Price level lookup**, **Refund**, **No sale**.

3. **Style the buttons**
   - Use the paintbrush for button and text colour, and drag corners to resize.

4. **Save and check**
   - Save, then check the till on a PC (**cog** > **PC settings** > choose the till).

### Allow payment methods

5. **Check the payment method in Plus2**
   - Check the payment method exists in Plus2 and is set up correctly for your finance set-up.

6. **Allow it in the GMC**
   - In GMC, go to `Gladstone360 CheckIn POS > General Settings > Allowed Payment Methods` and tick the methods front of house takes (for example cash, chip and PIN, voucher). Save.
   - Refresh the till (**F5**) or sign out and back in.

7. **Allow it in the counted total (if applicable)**
   - If staff declare this method at cash-up, set **Allow in counted total** on the payment method in `Plus2 > Configuration > Finance > Payment Method`.

8. **Get a new method mapped (if applicable)**
   - If it's a brand-new payment method, raise a case so Gladstone (the Data Consultancy team) maps it to your automated finance extract.

## Notes

- **Before you start:**
  - You need permission to configure tills in Gladstone360, GMC configuration access, and Plus2 product configuration.
  - Till buttons in Plus2 (`Configuration > Financial > Point of sale > Tills`) don't affect Gladstone360. You build Gladstone360 tills separately.
  - Card machine set-up and terminal settings are handled by Gladstone. See [Gladstone360 PC Settings, Hardware Service and Card Terminals](gladstone360-pc-settings-hardware-service-and-card-terminals.md).
- **Product group** buttons show the products in the Plus2 product group (`Configuration > Financial > Product groups`). Change the group in Plus2 to change what the button offers. See [How to Add a Group Product Button to a Gladstone360 Till](how-to-add-a-group-product-button-to-a-gladstone360-till.md).
- To change a product button's text, rename the product in Plus2. If the button is an **activity**, its text comes from the activity description (`Configuration > Bookings > Activities`).
- A product that has been sold can't be deleted, so don't create test products on live.
- To scan a barcode at the till, open the product in Plus2, scan the item into the barcode field and save.
- Retail products need every customer [price level](../guides/glossary.md) ticked, or they can't be sold to, for example, a junior or senior record.
- A till's [site group](../guides/glossary.md) must include the site it's used at. Products limited to one site's group can't be sold on another site's till.
- Multi-site operators can build one till and use **Save as** for each site.
- Remove buttons you don't need:
  - denomination buttons;
  - **Round up**: removing it is advised if the till takes card payments, because it completes the sale as cash straight away, so staff can't choose card;
  - **Exact amount**;
  - **Product lookup**: it lets staff sell any product, including the price product behind a membership, without the membership;
  - activity products: they skip the booking sheet.
- **Price level lookup** can't be limited by role, so weigh the risk before adding it.
- **Price level buttons** switch the basket to another price level (for example Junior), so one product covers every price. The till defaults to the adult price level.
- **Discount by % / by value** buttons work on a selected basket item. Remove them, or deny the permission, if front of house shouldn't discount.
- For a short promotion, add a temporary button for a separately priced product rather than giving staff a discount button.
- Allowed payment methods appear on **all** tills. They can't currently be limited to one till or site, and they're shared across sites: check other sites before switching one off. To keep finance-only methods (for example BACS) off reception tills, take those in Plus2 or switch them on only when needed.
- **Chip and PIN** methods send the amount to an integrated card machine. **Manual card** doesn't: use it only when your site's procedure says so.
- **Pay later** confuses staff. Most sites deny it in POS permissions.
- A new payment method doesn't appear on the automated finance extract until Gladstone (the Data Consultancy team) has mapped it. Raise a case when you add one.
- Every product needs the right department and cost centre, or the finance extract is wrong. A Gladstone Reporting sales-by-department report helps find products on a catch-all department. See [Setting Up Products for the Finance Extract (Departments and Promo Items)](setting-up-products-for-the-finance-extract-departments-and-promo-items.md).
- **Troubleshooting:**
  - **A new payment method isn't on the till:** it isn't ticked in GMC, or the till hasn't refreshed. Tick it in **Allowed Payment Methods** and refresh (F5). If it still doesn't show, untick, save, re-tick, save and refresh again. Clearing the POS cache is usually not required.
  - **A new payment method is missing from the finance extract:** Gladstone hasn't mapped it yet. Raise a case so the Data Consultancy team maps it.
  - **The counted-total screen only offers some payment methods:** **Allow in counted total** isn't set on the other methods. Set it on each method in `Plus2 > Configuration > Finance > Payment Method`.
  - **The till doesn't show on a PC:** the PC is set to another till, or the till's site group doesn't include this site. Check **cog** > **PC settings** and the till's site group.
  - **A product won't sell to a junior or senior:** the price level isn't ticked on the product. Tick every customer price level on the product in Plus2.
  - **A product button doesn't work on another site:** the product is limited to one site's group. Use a product whose site group includes this site.
  - **Discount buttons are greyed out:** no basket item is selected. Select the item first.
  - **Staff can't use some till functions:** this comes from roles or POS permissions. Compare the user's roles in GMC with a user who can.
- **Common questions:**
  - *Can we limit a payment method to the café till only?* No. Allowed payment methods apply to every till.
  - *Will a new payment method show on our finance extract automatically?* No. Gladstone (the Data Consultancy team) must map it. Raise a case.
  - *Can Gladstone build our tills?* No. Tills are configured by your site.
- **When to contact Gladstone support:**
  - A payment method still doesn't show after re-ticking and refreshing: include the payment method name, till and site.
  - You've added a new payment method and it needs mapping to your automated finance extract (done by the Data Consultancy team): include the method name and the budget code it should use.
