POSi Touch Installation Guide

Please carefully read all instructions to successfully complete the installation. Images have been provided to assist with completion, however some images can differ due to the different versions.

Critical directions are highlighted in red because they need to be followed correctly.

Step 1:

A zip folder named LoyalTreeInstaller will have downloaded. Extract all files from the zipped folder to the Back of House computer before proceeding with the installation.

The files must be extracted before running the installer.

Step 2:

Once the files have been extracted, open the new folder and Right-Click Installer.Slim.exe and Run as Administrator.

The installer must be ran as administrator to properly install.

Step 3:

Review the required ports to confirm all have a Green Check Mark before continuing the installation. If all marks are Green then click

All ports must have a green check mark for the installation to successfully complete. Please escalate if one or more of the ports fail the check.

Step 4:

Confirm the location of the POSi folder and port then click Next.

Step 5:

Check both boxes and then click Next.

Step 6:

Once the installer has completed, click Next.

Step 7:

Click Run Program to launch the POSi Touch Config Tool.

Step 8:

The following menu will appear and being to automatic configuration. No action is need at this time.

Step 9:

Select the folder where Checks XML are written to. The Checks folder will be in the same location as the POSi folder from step 5. Then click Next.

Step 10:

Open Positouch Back Office and go to Back Office Setup > Credit Card > CCSetup. Once the values have been entered into the Positouch Back Office CC Utility, click OK and then click Next on the POSi Config Tool.

Note which channel number the settings are entered on as this number is required for the next step.

Step 11:

In Positouch Back Office go to Back Office Setup > Credit Card > Credit Card Types. Refer to step 10 if unable to remember which channel number settings were entered into. Once the values have been entered into the Positouch Back Office, click OK and then click Next on the POSi Config Tool.

Step 12:

In Positouch Back Office, go to Payment then select Forms of Payment. Select LoyalTree from the list and click on Discount/Coupons and Check Remove Tax. Then click Next on the POSi Configure Tool.

Step 13:

In Positouch Back Office, go to Backoffice Setup Menu > Hardware > Guest Check Headings > Headings 2.
Click on an empty white line and the following form will pop up.
Check All Cost Centers with labels.
Check Print on soft check.
Then click Highlight and Copy the text then Paste into the POSi Config Tool.

Step 14:

Same procedure as step 13. Click on an empty white line and the following form will pop up.
Check All Cost Centers with labels.
Check Print on soft check and On CC slips only.
Then click Highlight and Copy the text then Paste into the POSi Config Tool.