POS Support Manual 01/10/2013
|
|
- Jessie Casey
- 6 years ago
- Views:
Transcription
1 POS Support Manual 01/10/2013 The purpose of this document is to give complete instructions on how to use the POS module of Infusion software. This document should be read in conjunction with the Infusion Help Manual particularly when setting up POS defaults as outlined below. This is found in Infusion under the Help Menu or by pressing F1. It is based on Infusion v POS Defaults Before beginning to process Sales POS Defaults need to be setup under the POS menu. Note that these settings need to be set up in POS Defaults individually for each workstation with a separate PC login that is using POS within Infusion. Preferences Tab The minimum fields that need to be specified are: Cash Sale Account, Undeposited Funds, Unders/Overs and Location. Failure to have a Location setup will result in an Invalid Subscript Error. Settings also need to be entered for any hardware being used for POS. Quick Methods can be set as payment options for the F5 and F6 keys on the POS main screen. Options for this are set in Admin / Setting / Manage Banking Methods. In the above example they have been set to Payment Types American Express and Mastercard. Payment Type can be set as a Quick Method. POS Support 1 INFUSION Software Ltd
2 For the Use DPS Eftpos Integration option to be selectable a Receipt Printer (Docket Layout (40 Column)) needs to be selected to Print (Always Print or Prompt Before Printing) from under the Receipt Printer tab. Cash Drawer Tab Within the Cash Drawer tab select the type of Cash Drawer that is connected to your computer. For a Cash Drawer that is connected to the COM port select the COM Port being used. If the Cash Drawer connected to Printer tickbox is selected the Cash Drawer will open (eg to receive Cash or a Cheque) when the Receipt Printer is printing at the end of a sale. Receipt Printer Tab Within the receipt Printer tab select when you would like the docket/receipt to print along with the Docket layout settings. The Docket Layout selected determines the settings which need to be setup. Note: it is recommended to specify at least two copies of the Docket be printed here, as it is good practice to issue one to the Customer and to retain one for audit or tracking purposes. From version 6.0 a Windows driver can be selected for printing of the docket (as opposed to a Port previously). Pole Display Tab Open Message and Close Message fields allow a message to be entered that will display when POS is open and closed. POS Support 2 INFUSION Software Ltd
3 Docket Layout Tab Within the Docket Layout tab, fields that appear on the Docket Header, Footer and Detail fields can be selected including message fields. Quick Buttons Tab From the Quick Buttons tab 20 button can be configured for use on the POS screen These buttons will display at the bottom of the POS screen and can be selected by either clicking on them or being used with a touch screen. To activate this option first select the Activate Quick Buttons tick box. Next select the Price Level to show on the buttons from the drop down box. Selecting the button to be configured will display the setup screen. POS Support 3 INFUSION Software Ltd
4 Two lines of text can be entered to display on the button. It can also be configured to a fill colour by selecting the display box and choosing from the palette. Remove the colour by selecting the Reset button. An image can also be set to display on the button. The button can be set to either be a Product which when selected will add the item to the POS entry screen and the cursor move to the Code field of the next line. Select the Product from the Product Code dropdown box to set this. Alternatively the button can be set to display a range of Products by selecting the Lookup radio button. Select the range of Products from the Type, Group and Code options. A title can be set for the popup screen by entering text into the Lookup Screen Title field. The Copy button at the bottom left of the Manage POS Defaults screen allows the settings from another POS user to be copied over to the current user. A Terminal ID needs to be selected to copy from. The Terminal ID of a user can be found on the Help / About screen. POS Support 4 INFUSION Software Ltd
5 POS Processes The POS processes covered in this manual are: - Processing a Sale - Using the Cash Out (Petty Cash) function - Removing a Cash Drawer - Balancing a Cash Drawer - Preparing Daily Bankings from POS - Reporting on POS Sales - Processing a Sale The processing of all sales is done from the main screen. In the above window we can see a Product has been entered into the system and is ready to be sold. A Product Code can be entered in the Code Field in several ways: - Manually typing the Product Code. - Using the F9 key to lookup the Product Code. - Scanning the Product using a Barcode Scanner (while the cursor is in the Code field). - Using the Quick Buttons Note: The Code field is designed to pick up both Product Codes and Barcodes - in that order. Scanning, typing or using F9 will search first for a matching Product Code and then, if no matching product code is found, the software looks for a matching Barcode. Products which have the Product Code the same as their Barcode are fine, but where a Product has a Product Code which is identical to another Products Barcode this will cause a problem. POS Support 5 INFUSION Software Ltd
6 You can enter a Product into this screen using a Barcode Scanner, scanning either the product code or the barcode for the Product. If Quick Buttons have been set up you can either click on them with the mouse or if you have a touch screen, press the required buttons. If a button has been set up for a Product then after selecting it the Product will be added to the entry screen. If the button has been set up for a range of Products a pop up will appear eg from which one of the items can be selected. If you have selected or scanned the wrong Product use the Delete Line button to clear the entry. At the bottom of the screen is a Sale Total (Incl GST) amount showing the total sale amount of all Products. The ability to alter rates and/or enter discounts is controlled by the POS Defaults settings and the user logged on. There are a number of ways a Purchase can be paid for depending on how the Payment Method buttons on the right hand side of the screen are set up. If upon selecting a Payment Method for the transaction you get a message saying Staff Code Required enter your Staff Code in the Rep field found at the top of the screen by using the down arrow or typing it in. Following are some basic payment type scenarios: POS Support 6 INFUSION Software Ltd
7 If the Customer is paying by Cash select the Cash button which is Cash (F3) in the above diagram. You will be asked to input how much Cash has been tendered (received). In the above example the rounded cash value of the sale is $ Enter the amount the Customer actually hands over in cash in the above screen (in this example they have paid $1000). Select OK and a window will appear telling you how much change is required from the Cash Drawer. Make note of this as soon as it appears as the window will remain visible for only 10 seconds. Note: if the amount tendered is entered incorrectly then the Change Due will also be incorrect. You do not need to make any adjustments other than giving the correct change for the actual amount tendered. If the Customer is paying by Cheque select the Cheque (F4) button. You will be asked for the Amount on the Cheque and then the bank and branch details from the Cheque. Enter these in and select OK. POS Support 7 INFUSION Software Ltd
8 Enter the details for the cheque and select OK. A pop up will then appear with the amount of change required (if any). If the OK button on this screen isn t selected it will disappear from the screen after 10 seconds If the Customer is paying by EFTPOS, after selecting the Eftpos (F2) button you will be asked for the Amount of the EFTPOS transaction. When this has been entered correctly click OK. If the customer wishes to receive cash out and there are sufficient funds in the cash drawer then enter the total (sale plus the cash) into the Amount Tendered, and the refund screen will appear with the amount of cash to refund. If the Customer selected for the sale has an account then the Account(10) button will be available as a payment option Two other payment methods can be set up under the Quick Payments Methods in POS Defaults. In the above main POS screen these are set to American Express or Mastercard. More can be added to the selection list from the Admin / Settings / Manage Banking Groups menu. The Process Sale option allows multiple methods of payment to be used for a sale. The available methods will depend on what has been set up under Admin / Settings / Manage Banking Groups and if the Customer account being used has any credit terms. POS Support 8 INFUSION Software Ltd
9 Other Quick keys allow data to be entered quickly into the POS screen. The Notes tab displays a pop up box that text can be typed into. These notes will be printed on the receipt docket. Selecting the Misc Product button will add the product code MISC to the entry screen (if has been set up in the Products list). The Pricebook button prompts for selection of a Pricebook an item can be selected from. Selecting the Trade In button will prompt for entry of details for a Trade In item which will be entered onto the main screen to process as part of a sale. If a Product is erroneously entered onto the screen the Delete Line button can be used to remove if (if the cursor is sitting in the required line) The Hold button allows a sale to be put on hold (so another sale can be processed). The Recall button will recall any Held sales for the selected Customer. POS Support 9 INFUSION Software Ltd
10 The Custom Field button prompts for entry of data into six text or two date custom fields. These are set up under the Admin / Defaults / Mange Customer Defaults / Invoice Fields menu. Selecting the Profit / Margin button will show the Total Cost and Sell values for the current sale along with Gross Profit, Margin and Markup. The Hide Costs option needs to be unselected in Admin / Defaults/ Manage Product Defaults for this to display. The Exit button exits the user out of the POS screen The Function List button at the bottom left of the POS screen displays Function Keys and Special Product Codes useful in processing a sale. The Quantity Buildup option allows multiple unit of measure variations (eg 2 x 4 metres, 3 x 2 metres) of an item to be entered and the resulting quantity on the line will be the sum of these. POS Support 10 INFUSION Software Ltd
11 The Lookup Prices option displays pricing information for the selected item. The price used on the line can be changed by selecting one of the radio buttons on the left hand side the pop up screen. Last Sale and Receipt dates are also shown. The Enter $ Discount option allows a dollar discount to be entered. This will display as a percentage figure in the Discount column. The Lookup Previously Sold Products option allows viewing of a list of items previously purchased by the selected Customer. Processing Sales from the Invoice/Quotes menu While logged in as a POS user sales can also be processed through the Enter Invoices option under the Invoices/Quotes dropdown menu. When processing a payment for a Customer the POS payment screen will display Sales processed this way will also be included in the Cash drawer. POS Support 11 INFUSION Software Ltd
12 - Giving out Cash with a Sale If a Customer wants Cash Out with a Sale in conjunction with an EFTPOS: After selecting the Eftpos button you will be asked the amount of the EFTPOS transaction. The sum of this amount will be the amount of the purchased Product(s) and the amount of Cash being issues to the Customer. For example a Product has being entered in with a Price of $50 and the Customer also wants Cash out of $40 then the Amount of the EFTPOS purchase will be $90. Once this is entered click OK. The Change Due window will appear saying that $40 change is due. From here issue the Customer $40 Cash from the Cash Drawer. Note that on the Cashup Docket this transaction will be recorded as a $90 EFTPOS sale and -$40 as Change Given. - Crediting a Customer (Returned Items) If a Customer has returned Goods or an error has been made in the Sale you can credit/reverse the transaction. Do this by entering the item into the POS window and in the Qty column simply enter a negative balance eg for one returned item Qty = -1. This will update your stock on hand as the Product has been received back in. This will also make the payment amount a Credit. - Customers who were charged using their Account will not need to be issued any Cash as their Account will be credited for the return. - Customers who paid by Cash will need to be given their Cash back and this will appear in the Refund Due window upon processing the sale. - Customers who paid by Credit Cards/EFTPOS will need to have their Credit/EFTPOS card refunded on the EFTPOS machine as well. Again a change due window will appear stating this Amount. - Customers who paid by Cheque cannot be refunded this way so it would be wise to record the refund as a Cash Sale. - Reprinting a Docket Should you need to reprint a docket for yourself to retain or for the Customer simply select Reprint Docket from the POS dropdown menu. It is a good idea to retain a Docket for each sale you make so print out two copies of a Docket as mentioned in the POS Defaults in the Receipt Printer. Note only Dockets that have been generated on the same day can be reprinted so make you sure you have all the dockets matching the Cash Drawer Itemised Report at the end of the day. - Using Petty Cash Should Petty Cash need to be used eg for buying a bottle of milk for the office and Cash from the Cash Drawer is needed, from the POS dropdown menu select Cash Out (Petty Cash). The following window will appear. POS Support 12 INFUSION Software Ltd
13 Input the Amount of Cash used, the Expense Code in the G/L that this will be coded to and a Note (optional) for what purpose. Petty Cash withdrawals will show up on your Cashup Docket. - Removing a Cash Drawer When you decide to remove a Cash Drawer (close of business day, rotating staff members), from the POS dropdown menu select Remove Cash Drawer. In doing this you will then be asked if you wish to print an Itemised Report (Cashup Docket). This is recommended as it shows all the sales made for the Cash Drawer. Note: Sales that were made by being charged to an Account do not show up on this report. - Balancing a Cash Drawer When you are ready to Balance a Cash Drawer once it has been removed, under the Cashbook dropdown menu select Balance Cash Drawer. A window will appear listing all unbalanced Cash Drawers. This process must be completed for each Cash Drawer. You also have the option of reprinting an Itemised Report for a Cash Drawer. You will need this to track and record different payment type amounts. POS Support 13 INFUSION Software Ltd
14 Select a Cash Drawer to balance and the following window will appear: In this example $ of sales need to be accounted for. The Cashup Docket details relating to this are: First account for the Cheques. The Amounts are showing in the Cheques table. Each Cheque including Payer Details and amount will be displayed in this table. In POS Support 14 INFUSION Software Ltd
15 this example we have received two Cheques (Total Cheque (2)) through this Cash Drawer. Tick the tick box to the right of the Cheque amount to include in the Daily Banking. The Current Drawer Total figure and Drawer Variance figures will be updated. Next to account for any Cash received. This can be done two ways either by selecting the Count Cash option where you will have to input the quantity for each note and coin value or by selecting the Enter Cash Total option in which you enter the Total Cash figure showing in the Cashup Docket. If there was a float and this is being tracked enter the Float at Start and Float at End values. Lastly to account for the Other Payment Methods field. In this example there is only one EFTPOS and one Mastercard transaction to account for. Enter the Total amounts for these in their respective payment method Amount fields. Note: as mentioned Sales by Customer A/C do not show up on the Cashup Docket and therefore do not show up in the Balance Cash Drawer window. Upon completing these steps our Current Drawer total should equal our Expected Drawer Total and our Drawer Variance should be zero. If the Cash Drawer Variance does not equal zero and it cannot be accounted for (eg a Staff member using Petty Cash and not recording it in the Cash Out (Petty Cash) function), you can still balance the Cash Drawer. If the Variance is greater than $5 you will be asked for a reason. These Variances are posted to the Unders/Overs Account and can be journaled out in Financials if the reason for the variance is discovered. Click Process to balance the Cash Drawer. POS Support 15 INFUSION Software Ltd
16 - Preparing a Bank Deposit To deposit the proceeds of a Cash Drawer from the Cashbook dropdown menu select Prepare Bank Deposit. Select the same Bank Account you selected when you processed your balanced Cash Drawer. The Banking Type you select will depend on which Banking Methods you have assigned to Banking Groups (in Manage Banking Groups under the Admin dropdown menu). The Cash Drawer we have balanced has Banking Methods (Payment Methods) that are assigned to different Banking Groups as shown below. In this Prepare Bank Deposit example we have selected the Banking Type Daily Bankings which has given us the following screens: POS Support 16 INFUSION Software Ltd
17 From here we can see the Cash and Cheque Amounts corresponding to our Cashup Docket. Tick both of these using the far right tick box beside each Amount. Selecting Save will save any amounts ticked and exit the screen. By selecting Close Off you will be asked for a Deposit Date and a Deposit slip will be printed out. Next the EFTPOS transactions for the Cash Drawer need to be deposited into the Bank Account also. Note that any EFTPOS transactions from late Friday night and over the weekend will not show up in real time in the Bank Account until Monday. Again from the Cashbook dropdown menu select Prepare Bank Deposit and this time select the same Bank Account but for Banking Type EFTPOS and then Select. The Prepare Bank Deposit window will again open displaying all Undeposited Bankings for EFTPOS. POS Support 17 INFUSION Software Ltd
18 Tick the EFTPOS amount to show it being ready to deposit and then select Close Off. The system will again prompt for a Deposit Date and print out a Deposit slip for EFTPOS bankings. You can retain these for your own records or use them as supplementary banking information when going to the Bank to deposit Cash Drawer contents. These Bankings will now appear in the Bank Reconciliation as Daily Bankings and the EFTPOS Banking Groups. POS Support 18 INFUSION Software Ltd
19 - Suggested Procedures for POS Bankings The following is a list outlining a suggested checklist/order of procedures with Banking POS sales. End of Day - Close off EFTPOS machine and print daily summary - Within INFUSION POS i. Print Sales Reports ii. Remove Cash Drawer iii. Print Itemised Report The Next Day From the Cashbook drop down menu select Balance Cash Drawer - Select Cash Drawer and enter the breakdown of the day s takings. - Once the balance agrees select Process. - Prepare Bank Deposit - Select EFTPOS and agree the total to the EFTPOS machine printout. - Close off this will transfer the total to the bank reconciliation screen. - Re-enter Prepare Bank Deposit screen - Select Daily Banking and tag cheques and cash to agree with the deposit slip to be taken to the bank. - Close off when total agrees. - Close Off all other Banking Types eg Credit Cards - Reporting for POS Under the POS dropdown menu in the Reports section a range of Reports are available. Drawer Contents This prints a report for the current Cash Drawer or all Drawers being used in POS. This will display payment totals for each of the payment types received. Hourly Sales This displays Hourly Sales for a selected date. This can be useful for measuring busy times during the business day. Again it can be run from the current Cash Drawer or all Drawers. POS Sales These reports display Sales information in one of four Report ways. Summary Displays a list of all Sales for all Cash Drawers for all Payment types for all Staff Member over a specified date range - useful for tracking all Sales over a given period. By Staff Displays a list of all Sales processed by each Staff Member over a specified date range - useful for tracking individual Staff Member sales totals. By Customer Displays a list of Sales for individual Customers over a specified date range - useful for tracking Cash Sales or making note of regular Customers that could receive a discount in future sales. By Product Displays a list of Sales for each product sold over a specified date range - useful for tracking high/low volume sales for a Product(s). POS Support 19 INFUSION Software Ltd
20 Pending POS Sales These reports display Pending Sales information which can also be displayed in one of four Report ways ie Summary, By Staff, By Customer and By Product. Note: As mentioned Pending POS Sales are created using the Hold key. They will be displayed in Pending POS Sales reports. To complete a Held sale use the Recall key then process the payment. Completing a Held sale will remove it from the Pending POS Sales report data and add it to the POS Sales report. DPS If you are using DPS Integrated EFTPOS then see the DPS EFTPOS Installation notes at If DPS EFTPOS software has been installed on the computer there will be additional EFTPOS related menu options on the POS drop down menu ie EFTPOS Logon, EFTPOS Sub Total and EFTPOS Cutover. These relate to standard functionality accessible from the DPS client software. Manual Pan Entry to allow for payment over the phone using a Credit Card a Banking Method of EFTPOS - Manual needs to be set up and used when processing a sale. Note: DPS does not allow split payments to be made eg half paid by Visa and half to be paid by EFTPOS. POS Support 20 INFUSION Software Ltd
21 End of Day Cash Drawer Balancing Troubleshooting: If there are issues in reconciling a Cash drawer at the end of the day check: 1) Are there multiple drawers open? (Reports \ Drawer Contents \ All Drawers menu) 2) the Cash up Audit trail to see if any transactions can be identified and how they may have been processed. The Cash Drawer is from yesterday use a date range on the report for just the past few days. 3) the Posted Invoice register will display all posted invoices. Review those that are on the day(s) the sales the cash drawer were for. 4) the Customer's account to see if a Payment was actually processed and if so what method was used. As a matter of good practice a document (invoice, payment receipt) should be attached to all EFTPOS slips to help identify what they are associated with. POS Support 21 INFUSION Software Ltd
TurboCASH Business Class
TurboCASH Business Class Guide to Point-of-Sales Philip Copeman The following icons have been placed on specific places throughout the documentation: Keyboard access Press the F1 key when focussed on screens
More informationUsing the Commonwealth Bank EFTPOS terminal with QuickPOS
Q U I C K P O S S U P P L E M E N T Using the Commonwealth Bank EFTPOS terminal with QuickPOS This special supplement shows you how to set up and use QuickPOS with the Commonwealth Bank s EFTPOS terminal.
More informationPenny Lane POS. Basic User s Guide
Penny Lane POS Basic User s Guide Penny Lane POS Basic User s Guide - Contents PART 1 - Getting Started a) Powering on the Equipment 2 b) Launching the System 2 c) Float In/Float Out 2 d) Assigning Cashier
More informationReCPro TM User Manual Version 1.15
Contents Point of Sale Module - Inventory... 2 Inventory Categories... 5 Inventory Adjustments... 5 Price Update... 7 Inventory Sale Price Update... 9 Inventory Availability... 10 Vendors... 12 Vendor
More informationP O S U S E R G U I D E with I N T E G R A T E D E E E. Magenta Retail Support. Australia New Zealand
P O S U S E R G U I D E with I N T E G R A T E D E E E Support Australia 1800 111 475 New Zealand 0800 088 475 Contents HINTS & TIPS... 5 PRODUCT SEARCHING... 6 1 st Word Search... 6 Advanced Search...
More informationNOTE: Close any security window that pops up (McAfee, MalwareBytes, etc.)
Table of Contents Cashier Start-of-Day Process... 2 Logging in as a cashier and Opening the Terminal... 2 Turn the computer on and log in... 2 Cashier Instructions for Sales Events... 7 Checkout Process...
More informationForeword. Sales Associates Managers
Foreword This book is a pocket guide for using the Register module for the InfoTouch Store Manager. It outlines the basic steps and procedures for processing sales, from the beginning to the end of a day.
More informationGoods Received Vouchers
Arch User Guide ver. 25 Classification: Document History Date Version Changed By Details 2015-07-11 1.0 Karl van Niekerk Created Document 2016-02-22 1.1 Michelle Lategan Updated Addendum A Document Version
More informationPoint Of Sales. Below is the step to enable Optimum Point Of Sales module. Step 1. As shown in the figure, click the menu from the ribbon bar.
Point Of Sales Below is the step to enable Optimum Point Of Sales module. Step 1 As shown in the figure, click the menu from the ribbon bar. Step 2 Select the Modules item form the drop down list. 1 P
More information4 POS MANUAL. Contents
4 POS MANUAL Contents TIME AND ATTENDANCE... 2 OPENING PROCEDURE... 4 CLOSING (EOD) PROCEDURE... 10 UNABLE TO COMPLETE POS REPORT... 16 BASIC POS SALE... 17 SPLIT PAYMENT... 22 PROCESS AN EXCHANGE/ REFUND...
More informationFront Office Training Manual
Front Office Training Manual Page 1 of 18 Index Logging On..3 Guests..4 Room Moving..6 Booking Ledger...7 Refunds 8 Guest Check In/Out..11 Guest Accounts.12 Housekeeping...14 Daily Banking 15 Reports...18
More informationINI POS (RETAIL) USER MANUAL
I N I P O S S O L U T I O N INI POS (RETAIL) USER MANUAL ver. 16.04.21.en INI Solutions #340-17 Fawcett Rd., Coquitlam, BC V3K 6V2 Phone 604-628-8772 Fax 604-461-6707 Table of Contents 1. Getting Started
More informationReturnable Bottles and Crates
Arch User Guide ver. 25 Classification: Document History Date Version Changed By Details 2015-06-24 1.0 Karl van Niekerk Created Document 2017-04-28 1.1 Michelle Lategan Updated: Addendum Document Version:
More informationInfusion Software v8.450 Upgrade Notes
Admin When selecting to Show Costs/Profit on Customer Quotes, Customer Invoices and Job screens, it is now possible to display either the Mark-Up or Margin. The setting for this is under Manage Customer
More informationLightspeedEVO. Please read this entire document before loading the update
Release Notes LightspeedEVO Version 6.3 Please read this entire document before loading the update Note: Version 6.3 is available only for hosted systems. This release cannot be loaded for dealers on a
More informationManaging Point of Sale Sessions
11 For the most part, Point of Sale is very similar to Order Entry, except that you can perform cash transactions and quick sales in Point of Sale, most often using Cash Sales as your customer rather than
More informationHospitality user guide
Hospitality user guide V1.1 Table of contents ABOUT THIS GUIDE 4 Overview 4 Logging in 5 Start of day 6 ORDERS 6 Orders 6 Taking a new order 7 Take-out orders for delivery or collection 8 Adding extra
More informationHARBORTOUCH HOSPITALITY USER GUIDE. Harbortouch Technical Support: or
HARBORTOUCH HOSPITALITY USER GUIDE INDEX EMPLOYEE FUNCTIONS: Clocking In/Logging In Clocking Out Beginning a Transaction Payment Options Host Mode Customer Database List View Ticket Functions Item Functions
More informationCHAPTER 9 - POINT OF SALE
Chapter 9 Point Of Sale CHAPTER 9 - POINT OF SALE Your Campground Manager Astra Software has a built in Point Of Sale system For managing store inventory and sales of various products and services you
More informationPosworx Point of Sale Manual
Posworx Point of Sale Manual Table of Contents Getting Started Sales 1. Home Screen on page 4 2. Create suppliers on page 85 3. Create Product on page 49 4. Receipt Products on page 74 5. Print Labels
More informationNorthStar Club Management System. Retail Point of Sale (RPOS) Version General Users Guide RPOS
Retail Point of Sale (RPOS) Version 2.3.0 RPOS-12052006 December 05, 2006 Copyright Statement Except as otherwise specifically noted, NorthStar Technologies, Inc. reserves the right to change all or part
More informationPoint of (POS) CONTROL. The Point. types, and readers, etc. > Enquiry facilities. > Tendering. > Deliveries. > Sales on Credit > Quotations
CONTROL Point of Sale (POS) INTRODUCTION As a busy retailer with multiple stores, you re looking to streamline as many transactions as possible at the point-of-salwhere CONTROL Point-of-Sale software,
More informationArch V26.1 & V26.2 Release Notes
Arch V26.1 & V26.2 Release Notes Software Development done for V26.2 Document created October 2017 By Wessel Badenhorst (Test Analyst) 2017 Spinnaker Software (Pty) Ltd Table of Contents Point Of Sale
More informationWHAT S NEW IN PASTEL EVOLUTION VERSION 6.60
WHAT S NEW IN PASTEL EVOLUTION VERSION 6.60 Softline Pastel s continuous investment in research and development ensures that you are kept up to date with the latest and most cutting-edge business management
More informationEnterprise by HansaWorld Point of Sales
Enterprise by HansaWorld Point of Sales Version 7.2, Mac OS October 2014 Table of Contents INTRODUCTION...4 What is Point of Sales?...4 THE 3 DIFFERENT WAYS OF IMPLEMENTING POS...5 POS Online...5 Live
More informationSELL.IT POINT OF SALE USER MANUAL VERSION 4
SELL.IT POINT OF SALE USER MANUAL VERSION 4 Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted. No
More informationMYOB Exo POS. User Guide
MYOB Exo POS User Guide 2016.3 Table of Contents Key Features of the MYOB Exo POS Module... 1 Requirements... 2 Standard Toolbar... 4 More Toolbar... 5 Message Line... 5 Activity Zone... 5 Status Panel...
More informationVersion MICROSALE. System Documentation. Phone Order Guide
Version 9 MICROSALE System Documentation Phone Order Guide TABLE OF CONTENTS MicroSale Version 9 - Phone Order Guide 01 Basics of Phone Orders 02 03 Delivery Zone Setup Creating a Driver 04 05 Edit Customer
More informationDaily Operations Guide
Daily Operations Guide Detailed Overview of The Reports in The Envision Software I Day-to-Day Operations Guide Table of Contents Part I Welcome to Envision Cloud 1 Part II Daily Operations 2 1 Clocking
More informationCopyright Wolf Track Software
Copyright 2009. Wolf Track Software No part of this publication may be reproduced in any form, by Photostat, Microfilm, xerography, or any other means, which are now known, or to be invented, or incorporated
More informationDealer Business System (DBS) Helping Dealers do business AMSOIL INC. 5/16/2014
Dealer Business System (DBS) Helping Dealers do business AMSOIL INC. 5/16/2014 Table of Contents Activation... 6 Business Information... 6 Shipping Setup... 6 Charge Shipping on Pickup Orders: Checking
More informationEntrepreneur. Getting Started
Entrepreneur Getting Started G u i d e Entrepreneur Getting Started 1 Setting Up Your Company 5 Setting Up Customers & Suppliers 14 Setting Up Items 17 Essential Tasks 18 Reporting 23 System Administration
More informationAura BackOffice Reports Coherent Software Solutions
Aura BackOffice 6.0.0 Reports Contents 3 Table of Contents Part I Reports 6 1 Sales... 8 Category Sales... 9 Item Sales... 12 Invoice Summary... 14 Discounts Summary... 16 Discounts Detailed... 18 Hourly
More informationCustomers POS User Guide
Customers POS User Guide Page 1 of 14 Table of Contents Customers... 3 Bring Student and Staff Information into Identity File (Updates Current Identities)... 3 Set Current Student and Staff as Customers...
More informationEZSpirits POS Handbook
EZSpirits POS Handbook 1 P a g e Table of Contents What this handbook is.... 4 Support Contacts.... 5 What should I do when I am having an issue?... 6 Self Help.... 6 EZSpirits Support... 6 Quick Tour...
More informationPROCEDURES AND PAPERFLOW
PROCEDURES AND PAPERFLOW I. Purchasing A. Purchase Orders 3 1. Special Orders 3 2. Stock Order 3 3. Printing 3 4. Monitoring 4 5. Acknowledging 4 II. Inventory Movement 5 A. Inventory Receiving Worksheet
More informationRelease Notes for version
Release Notes for version 8.3.4.1 Important Updates This section is intended to feature some of the key updates to the DockMaster application. Module Issue Correction/Change ALL Do not automatically reboot
More informationMenumate Release Notes. Module Point Of Sale Version Date February 2014
Menumate Release Notes Module Point Of Sale Version 5.34.1.10 Date February 2014 Table of Contents Product Count Down... 3 Clock In/Clock Out Rounding... 3 Priced Barcodes... 3 Multi-Buy (1 for $10, 3
More informationGlobal Settings. SIMMS Inventory Management Software February 1, 2012
Global Settings SIMMS Inventory Management Software 2012 February 1, 2012 Contents Global Settings................... 1 General..................... 1 Item & Stock.................... 4 Purchase.....................
More informationRetail POS Manual. User Guide - Table of Contents Fall Edition
2016 - Fall Edition Retail POS Manual User Guide - Table of Contents Overview Use Case(s) Accessing the Tool Opening a Ticket Navigating the POS Screen POS Main Button Functionality Lookup Item Remove
More informationDecor Fusion Inventory Handheld Gun Usage Guide Version Date [Publish Date]
Decor Fusion Inventory Handheld Gun Usage Guide Version 1.2.8.41 Date [Publish Date] Revision 1.0.0.0 Revision Date 10/30/2018 Overview Details: The purpose of this document is to provide instructions
More informationPoint-N-Sell Toodyay Bottlemart
Point-N-Sell Toodyay Bottlemart Introduction Before using Point-N-Sell you need to setup your inventory, customers, vendors and users in Control Professional. There is a pdf for each of these modules as
More informationHDPOS EASY. Hyper Drive Information Technologies (P) Ltd
HDPOS EASY Chapters 1. Getting Started 1.1. Download & Installation 1.2. Application Registration 2. Database 2.1. Sample database 2.2. Blank Database 2.2.1. Back up database 2.2.2. Restore database 3.
More informationCreating Purchase Orders
1 Purchasing: Using CounterPoint Creating Purchase Orders Overview Purchase orders are entered as purchase requests. A purchase request becomes a purchase order when it is posted. Purchase requests can
More informationUser Guide Veezi POS. Vista Entertainment Solutions
User Guide Veezi POS Vista Entertainment Solutions 2016-05-02 Copyright Notice Copyright 1996-2016 Vista Entertainment Solutions Ltd. All rights reserved. Veezi is a Registered Trademark of Vista Entertainment
More informationNew Degree Day History Screen
This document describes the various enhancements and modifications to DRM Windows that occurred between versions 9.1.270 and 10.2.280. New Degree Day History Screen This screen compares the current heating
More informationEmployee Permissions CRE
One Blue Hill Plaza, 16 th Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 Employee Permissions CRE There is a large number of permissions
More informationSPECIAL ORDER PROCESS ORDERS PROCESS DELIVERY PROCESS
SPECIAL ORDER PROCESS Pages 2-8 ORDERS PROCESS Pages 9-11 DELIVERY PROCESS Pages 12-15 October 28, 2015 Page 1 What is a Special Order? o An item that does not exist in the system or a SKU that is set
More informationUser Manual. Before plugging, starting or setting up your new terminal for the point of sale, please read carefully this User Manual
User Manual Before plugging, starting or setting up your new terminal for the point of sale, please read carefully this User Manual Copyright This publication, including pictures, illustration and software,
More informationSales Order - Products
1 Sales Order - Products Sales Order - Products Usage The sales order function allows sales person to create a sale invoice when the product is not available in stock. This function is useful for those
More informationMenumate Release Notes. Module Point Of Sale Version Date January 2014
Menumate Release Notes Module Point Of Sale Version 5.34.1.0 Date January 2014 Table of Contents Large and Wide Screen Configuration... Error! Bookmark not defined. Warn on Z open tables/tabs Cash Refund
More informationQ U I C K - S T A R T - G U I D E
P H O R E S T S A L O N S O F T W A R E Q U I C K - S T A R T - G U I D E U S A 1 CONTENTS: Making Appointments 2 APPOINTMENT COLOURS 7 APPOINTMENT NOTES 8 CANCELLATIONS 12 RESCHEDULING & REBOOKING 14
More informationHARBORTOUCH ECHO USER GUIDE HARBORTOUCH SUPPORT LINE:
HARBORTOUCH ECHO USER GUIDE INDEX EMPLOYEE FUNCTIONS: Clocking In/Logging In Logging Out Calculator, ECR and POS Mode Beginning a Transaction Item Functions Ticket Functions Payment Options Refunding a
More informationPoint of Sale Quick Reference
Eagle Point of Sale (POS) Quick Reference January 2012 This manual contains reference information about software products from Epicor Software Corporation. The software described in this manual and the
More informationDelaying Count. Totaling the Register THEN
Login 1. Select the POS icon. 2. Choose your name from the Name list. 3. Select Keyboard on Login screen. 4. Enter password in Password field. 5. Select Enter on Keyboard screen. Open for a Serving Period
More informationAldelo Touch User Manual
2 Aldelo Touch User Manual Copyright 1997 2014 Aldelo, LP. All Rights Reserved. PUBLISHED BY Aldelo, LP 6800 Koll Center Parkway, Suite 310 Pleasanton, CA 94566 Copyright 1997-2014 by Aldelo, LP All rights
More informationMSI Cash Register Version 7.5
MSI Cash Register Version 7.5 User s Guide Harris Local Government 1850 W. Winchester Road, Ste 209 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property
More informationSetting Up Your Company
Setting Up Your Company The Company Maintenance screen is a very important screen. You will be entering in essential information the software will be utilizing for printing invoices, pricing, reports,
More informationSystem 3000 Landfill
System 3000 Landfill Product Outline SYS-3 Please Note This Product Outline for System 3000 has been prepared by Way Forward Technologies. This document is the property of Way Forward Technologies Limited
More informationForrest Terrace, Abbotsford, BC V2S 1G7 Tel: Fax: Website:
203-34334 Forrest Terrace, Abbotsford, BC V2S 1G7 Tel: 604-504-7936 Fax: 604-504-7976 Website: www.kcsi.ca Email: sales@kcsi.ca SIMMS Inventory Management System General Ledger Manual Table of Contents
More informationQUICKBOOKS PRO 2008 WORKSHOP 5: PART A MARS COMPANY
QUICKBOOKS PRO 2008 WORKSHOP 5: PART A MARS COMPANY Recording Transactions in the Sales, Receive Pay Bills, Purchases, and Pay Bills Journals This workshop adds to QuickBooks skills learned in Workshops
More informationTABLE OF CONTENTS (0) P a g e
GREEN 4 TICKETING POS USER GUIDE TABLE OF CONTENTS About this Document... 4 Copyright... 4 Document Control... 4 Contact... 4 Logging In... 5 Booking Screen... 6 Tab Headings... 6 Menu... 7 Shopping Cart...
More informationProven Fraud Prevention Strategies
Proven Fraud Prevention Strategies Kris Rogers & Megan Slinn 2013 Retail Summit Scottsdale, Arizona summit.iqmetrix.com events@iqmetrix.com Proven Fraud Prevention Strategies 1. Complex passwords Settings
More informationMSI Accounts Payable Version 7.5
MSI Accounts Payable Version 7.5 User s Guide Harris Local Government 1860 W. Winchester Road, Ste 204 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property
More informationHow to register on eposmart?
How to register on eposmart? Go to htttp:// eposmart.com and Click/touch on the Get Started button on top right corner. In the subscription page fill out all required details. As a Shop Access Method you
More informationRecording Over the Counter Sale Invoices
Recording Over the Counter Sale Invoices SuccessWare21 allows entry of an invoice for counter sale purposes without going through the process of inserting a new job, recording call progress, completing/closing
More informationYearOne PowerLink 3.20 Job Costing
YearOne PowerLink 3.20 Job Costing User Guide October 2012 Publication Date Product Version October 2012 YearOne PowerLink 3.20 YearOne Software Australia Pty Ltd ACN 011 002 038 ABN 36011002038 147 Ross
More informationSales Section - Table of Contents
Sales Section - Table of Contents Introduction... 2 Login Screen... 4 Making a Cash sale... 5 Changing Item lines in Sales screen... 8 Changing Price Levels within a Sale... 9 Selling multiples of one
More informationMYOB EXO BUSINESS POS User Guide EXO BUSINESS MYOB ENTERPRISE SOLUTIONS
MYOB EXO BUSINESS POS User Guide EXO BUSINESS MYOB ENTERPRISE SOLUTIONS Disclaimer MYOB has made every attempt to ensure the accuracy, relevance and completeness of this material but excludes (to the extent
More informationCashierPRO Retail Systems Inc. Release Note
Version 4.0.9.3-02/17/16 MAJOR ENHANCEMENTS: Moneris Integration for Home Hardware Stores. Includes processing of Debit and Credit transactions communicating directly with a Moneris Pinpad. Allows for
More informationEmployee Permissions - RPE
One Blue Hill Plaza, 16 th Floor, PO Box 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Voice) 845-920-0800 (Fax) 845-920-0880 Employee Permissions - RPE There is a large number of permissions
More informationCASHMANAGER 2014 (V ) Release Notes 2 September 2015
CASHMANAGER 2014 (V19.1.0.52) Release Notes 2 September 2015 1 1.1 The cash forecast report and budget actual comparison reports where including unprinted cheques. This is now FIXED. 1.2 When using the
More informationGetting Around in QuickBooks
Lesson 1 Getting Started Getting Around in QuickBooks Getting Around in QuickBooks The QuickBooks Learning Center provides access to information to help you get started. Manage your open windows QuickBooks
More informationConnecting Time Matters/Billing Matters and QuickBooks. 35*45 Consulting - Global 7 Second System
Why Choose QuickBooks... 3 Why Use Billing Matters... 3 Question to Ask... 3 Getting Started in Billing Matters... 4 Getting Started in QuickBooks... 11 Linking Billing Matters and QuickBooks... 14 Using
More informationChapter 0 - Index. USER MANUAL v2.1 DSBS BUSINESS MANAGEMENT SYSTEM. Presented by Deepsky Technology
Chapter 0 - Index USER MANUAL v2.1 DSBS BUSINESS MANAGEMENT SYSTEM Presented by Deepsky Technology Introduce Deepsky Sdn Bhd is a multimedia company, which specializes in developing and marketing software
More informationIntroduction. Counter Sales: Introduction
Introduction Counter Sales: Introduction Introduction The Jonas Counter Sales module is an effective tool to help you process inventory sales. From one screen, Counter Sales can Process orders Prints the
More informationPharmasave Loyalty Rewards Reference Manual Finestra POS Version: 6.8
Pharmasave Loyalty Rewards Reference Manual Finestra POS Version: 6.8 Please contact POSitec Customer Support regarding Customer Support, Training and all POS related issues. POSitec Customer Support:
More informationAura BackOffice Reports Coherent Software Solutions
Aura BackOffice 6.3.9 Reports 2 Aura BackOffice 6.3.9 Reports Table of Contents 5 Part I Reports 1 Activity... 9 Activity Report... 9 Kitchen Managem ent... 11 2 Analysis... 12 Active Custom ers Month...
More informationCommBank Small Business app User Guide
CommBank Small Business app User Guide CommBank Small Business app user guide 2 Contents Welcome to the CommBank Small Business app 4 CommBank Small Business app in 5 easy steps 4 We re here to help 4
More informationOneOne Infinity Loyalty System
Arch User Guide ver. 26 Classification: Document History Date Version Changed By Details 2015-08-18 1.0 Michelle Lategan Created Document 2016-02-18 1.1 Michele Lategan Updated Document 2016-03-03 1.2
More informationipourit, Inc. Point of Sale Manual
ipourit, Inc. Point of Sale Manual Rev. 10/16/2018 Table of Contents Front-of-House Client Start Up - 2 - Cash Drawer Shift Open...- 3 - Start a New Check...- 4 - Menu Item Types...- 6 - Adding Items to
More informationSage 50 Accounting. Getting started guide
Sage 50 Accounting Getting started guide Getting started Getting started Welcome to Sage 50 Accounting! Use this guide to help you set up your company so that you are up and running as quickly as possible.
More informationMYOB EXO BUSINESS WHITE PAPER M-Powered Services EXO BUSINESS MYOB ENTERPRISE SOLUTIONS
MYOB EXO BUSINESS WHITE PAPER M-Powered Services EXO BUSINESS MYOB ENTERPRISE SOLUTIONS Contents M Powered Services... 3 Before Setting up M Powered Services...3 Installer Files...3 Company Name...3 M
More informationZacks Bike Hut. Transactions For June 3-9. Level II. 1 st Web-Based Edition
Zacks Bike Hut Level II 1 st Web-Based Edition Transactions For June 3-9 Page 1 BEGIN ZACKS BIKE HUT When you have: (1) Printed and carefully read Getting Started With Zacks Bike Hut and registered as
More informationTRAINING GUIDE. Lucity Mobile Warehouse
TRAINING GUIDE Lucity Mobile Warehouse Lucity Mobile Warehouse The Lucity Mobile Warehouse application is an application for ios and an application for Android which provides key functionality for warehouse
More informationTable of Contents.
Quick Start Guide Table of Contents Equipment Setup and Break-Down 1 2 Processing a Sale 3 Payment Types 3 Tax Change 3 Scanning Items 4 Price Checks 4 Voids/Returns 4 Reprints 4 Gift Certificates 5 All
More informationamiando GmbH Sandstr Munich Germany Support Hotline: CEO: Felix Haas, Dr. Julian de Grahl, Ingo Chu,
1 Contents 1. Requirements for Use... 3 1.1 How to activate your barcode scanner... 3 2. Opening the User Interface... 4 2.1 Work Online or Offline... 4 2.2 Choose between different EasyEntry Functions...
More informationLesson Twelve Customer Receipts & Other Income Receipts
Lesson Twelve Customer Receipts & Other Income Receipts Entering Receipts (Customer Payments) When customers pay your company for goods and services sold to them, you must record the receipt. Most receipts
More informationChapter 2.14: Multi-Unit Pricing
Chapter 2.14: Multi-Unit Pricing Introduction The Multi-Unit Pricing feature is a unique pricing option that allows you to establish a relationship between various units of sale, such as a logical hierarchy
More informationHow to Configure the Initial Settings in SAP Business One
SAP Business One How-To Guide PUBLIC How to Configure the Initial Settings in SAP Business One Applicable Release: SAP Business One 8.8 European Localizations English July 2009 Table of Contents Introduction...
More informationPCH Loyalty Reward Perks Reference Manual Finestra POS Version: 6.8.5
PCH Loyalty Reward Perks Reference Manual Finestra POS Version: 6.8.5 Please contact POSitec Customer Support regarding Customer Support, Training and all POS related issues. POSitec Customer Support:
More informationCHAPTER 4A SALES ORDERS MAINTENANCE
CHAPTER 4A SALES ORDERS MAINTENANCE Chapter 4A Maintenance...1 Sales Order Maintenance...2 Sales Order Maintenance...3 Creating a New Sales Order...5 Manually Creating a New Sales Order...5 Copying an
More informationContents. Chapter 1: Introducing ACDEV POS. Chapter 2: Standard Daily Procedures. Chapter 3: Adding Users and User Groups
Contents Chapter 1: Introducing ACDEV POS Other POS Guides... 1 2 What is ACDEV POS?... 1 2 ACDEV POS Server... 1 3 ACDEV POS Workstations... 1 3 How POS Components Work with Sage Accpac ERP... 1 4 Logging
More informationTable of Contents.
Quick Start Guide Table of Contents Equipment Setup and Break-Down 1-2 Processing a Sale 3 Payment Types 3 Tax Change 3 Scanning Items 4 Price Checks 4 Voids 4 Returns 4 Reprints 4 Gift Certificates 5
More informationLOCIS ACCOUNT RECEIVABLE. October 14, 2010
LOCIS ACCOUNT RECEIVABLE October 14, 2010 OVERVIEW Accounts Receivable module can be used for various things. One example is billing an old employee for their health insurance cobra payment. Another example
More informationBooklet 3. Guidance Notes. Sales Ledger
Booklet 3 Guidance Notes Sales Ledger (Revised Aug 2018) 1 Table of Contents 1.0 Sales - Processing...3 1.1 Sales Invoices...3 1.2 Setting up Contacts Customers...6 1.3 Sales Receipts...8 1.4 Sales Credit
More informationAIMS Version 6.3. Feature presentation
AIMS Version 6.3 Feature presentation AIMS System 6.3 Standard overlay forms all forms are laser ready with your logo New E-Commerce module on-line ordering from your web page Dashboard rewrite of company
More informationRegister App Training Guide
Register App Training Guide Outline 01 Making an Order: Page 3 02 Editing Order Details: Page 11 03 Using UPC and Barcode Scanner: Page 20 04 Executing a Transaction: Page 23 05 Customer Screen and Receipts:
More informationVersion 5. Quick Start Guide
2012 Version 5 Quick Start Guide Sales & Management Software for the Salon & Spa Industry SuperSalon Version 5 Quick Start Guide SuperSalon Quick Start Guide Phone: 888-458-1001: For Support, Paper & Hardware
More informationONE BUSINESS - ONE APP USER MANUAL
ONE BUSINESS - ONE APP USER MANUAL 1 TABLE OF CONTENTS GETTING STARTED WITH SHOPBOX CREATE A PROFILE 4 CREATE A STORE 5 STARTING PAGE 5 HOW TO CREATE, EDIT AND DELETE CATEGORIES AND PRODUCTS CREATE CATEGORY
More information