How to register on eposmart?

Transcription

1 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 can select one option on your choice. 1. Single URL : If you select this method you can use your own domain or another new domain for your pos system. As an example if you own or if you are going to purchase or any other domain you prefer you can proceed with this method. We can assist you through the domain purchase process to complete setup of your POS system. However your preferred domain name should be available for purchase. 2. Sub Domain : Most easiest and fastest way of setting up your POS. Just need to select the subdomain you wish to continue with. Example: Assume your shop name is myshop. So you can use myshop.eposmart.com or myshop1.eposmart.com etc.. Select your subscription plan and click/touch on Lets get started button. In the next screen you will ask for payment method you are going to use.

2 Note: Please note that we will change our payment receiving methods time to time. As soon as you completed one of our customer service office will contact you shortly via or phone to guide you through the payment process. Once your payments are cleared and all set you can access the latest POS for your shop. How to Access your eposmart POS? We will follow up with an with specific details. In case you missed that you can access your POS based on your Shop Access Method you selected during the subscription process. If you select Single URL method then you can access your store by typing the shop url into the browser. Example: If you select Sub Domain method then you can access your store using our subdomain system. Example: myshop.eposmart.com Either way you will get the below screen.

3 Enter one of the username(s) and password(s) we ed to you. Or you can use the master username and password we have given to you. Please note that the master user only have access to the advanced features of the dashboard. All other user accounts can access the rest of the functions but not allowed to use some options such as reports, configuration etc. If you login with your master credentials you will redirect to the POS Dashboard else you will directly go to the POS terminal screen which will speed up things a lot. eposmart Dashboard Your admin dashboard will look like this on your first login.

4 There are three main areas need your attention, let s discover the options one by one! 1. Header 2. Side Bar 3. Main Display Header Change Logo and Shop Name You can change your logo and name by going to the Configuration section in Side Bar (This will describe under Side Bar section below.) Edit your personal data By clicking/touching on this icon you can edit your profile data such as , passwords etc Dashboard If you are in somewhere else in the system you can come back to dashboard by clicking this icon.

5 POS Clicking/touching on this you can access the main Point of sale screen. This is the main part of this system so let s begin! As soon as you click/touch on the POS button you will get a screen like below if you already have added products and categories to the system. If you don t have them yet please refer the section Add Products in this documentation. In this example screen we have loaded some categories and products for reference. In the left Side Bar now you can see the product categories while Main display shows the products associated with the category. Default set of products (Known as Quick Access Products) can be assigned here by making the product as Featured. Check Add Product section of this documentation to see how to do that. If you click/touch on a category, products in that category will be loaded to the main area.

6 Then you can click/touch on the products where customer bought to the counter to bill. As soon as you touched it will added to the order. Let s say you click/touch on the product Black Forest 1Kg and it will be added like below. And if you click/touch the same product it will update the quantity. Using Search/Scan functionality eposmart comes with a smart search which you can search for your products using name, price, SKU or even using product id. Our search is intelligent so it can detect what you are looking for and make suggestions accordingly. Click/touch the search bar and start typing You will see suggestions in a drop down and click/touch the product you need to add in to the order. Or if you are using a keyboard you can use arrow keys to navigate through products and Enter button to select products and it will directly add them to the order. Tip: Just type any three letters to start smart search Also if you re till already have a barcode scanner you can just scan the barcode to select products.

7 In the order view on right side of the screen, you can edit quantities, delete items in the order. Edit Quantity: Click/touch on the + sign to add more and sign to reduce. Or you can type the amount in the middle text area. Delete Items: Click/touch on the red X sign to remove products from order. Once you complete adding products to the order, click/touch Complete button and it will show you the payment options as below. You can click/touch Cash,Card or Credit to continue checkout process.

8 Cash Option: If select Cash, system will prompt the below screen which you can directly enter the amount customer given you. In this case total is 2630 so customer may give you 3000 cash. So may enter the amount 3000 using your keyboard or the touch pad in the system (this step is optional) and system will automatically show the change amount. Card Option: If select Card, you can select the customer or you can add new customer. Also can add the last 4 digits of the card as a reference. Note that all is optional you can simply click Complete Pay to finish the transaction. See below

9 Then click/touch Complete Pay button to complete the order. Adding inline discounts to the bill Discounts are a great way to encourage customers to do more shopping. They will more exiting if they get a last minute discount on their bill. Our system is capable of doing that with just a click/touch of a button. Click on the Discount button and you will see two options you can select. Clicking or touching one of the options above will prompt you to enter either percentage or fixed amount

10 Percentage: You can enter a percentage value and it will be deducted from the total bill. As an example let s say total bill is 2000 and you entered 10 as discount percentage. Then the Net amount would be 1800 (After deducting 200) Fixed Amount: You can enter a fixed value as a discount. This is really helpful when it comes to round the total amount while making your customer happy. Let s say you have a bill total of So you can assign a 30 as a fixed discount where then Net amount will be After you entered your discount system will show you the total amount and net amount after discounts as below. Click/Touch on the Complete Pay button to print the bill. Please note that the Complete Pay button action will be based on the settings you set on configuration section described below.

11 Configurations to your system With this cutting edge POS system you can configure your store options with ease. Click/Touch on the Configuration side of the dashboard). in the side bar (left You will see Settings and Configuration columns. Settings: This is where you can set your store details such as shop name, phone numbers, payment slip detail etc. Configuration: Here you can configure your POS behavior. Let s take a look on the options one by one. One Step Order Process: If this is set to Yes then orders can be settled in one step. Meaning as soon as click/touch on the Complete Pay button it will print the order slip for the customer and completes sale. If this is set to No then you can see another additional option ( Settle button) available on your POS Header area.

12 With this method you can have two way order processing. This is really useful when you have few order taking staff but just one cashier to handle payments. So order taking staff can get the orders from customers and continue with the normal order processing. As soon as they complete the order there will be order slip printed as below example. Then customer can provide this bill to the cashier. Then cashier can click on the Settle Button and can see all none settled orders in the system as below. Then you can click on the order ID (in this case its 167) or search for orders by entering the Order ID in to the search area. Also you can get the latest orders by click/touch Get new Orders button. Let s say you click on the order 115, and you will see the final checkout screen as below.

13 You can complete the order by clicking/touching on the Complete button. It will place the order and print the receipt for you. Please note: With this method you won t be able to add inline discounts as it could be lead to frauds or misuse of the products prices.

14 Show Payment Options: If this is set to yes payment options such as Cash,Card etc will be shown on order completion process. Turn this off if your store only allows cash payments and you dont want to have an additional step. Print Slips: If yes, customer copy of the print slip will get printed automatically. Turn this off if your store decide to go ecofriendly. Allow Discounts: If yes, inline discounts can be assigned by cashiers. Enable Order Edits: If this is set to yes orders can be edited using the Edit button in POS header area. This is really useful when customer or cahier accidently complete an order but need some amendments. If you click/touch on the Edit button it will load a screen similar to POS screen like below. In the Search Order ID drop down you can select the order you wants to edit. Once you select the order you can add/delete, change quantity of products and continue with payment. The edited order will be discarded and new order will be created with amendments.

15 Also make sure you have assigned specific employee group to edit orders. As a security precaution system won t allow the outside user groups you set in the Default Order Editor User Group to edit orders. Default Order Editor User Group: With this setting, you can select the user group to edit orders. Usually we won t allow Cashiers group to edit orders and it should be someone higher in the user levels such as a manager. Currency Symbol: You can define your currency symbol here ($, etc.). Stocks Reorder Level: If stocks getting low and below this number you will informed with a notification. Default Cashier User Group: You can select your cashier user group here. Employees belongs to this user group can access the POS screen but they can t access the dashboard, edit orders etc. unless you decide to grant permission. Returns You can handle returns in this screen. You have to enter/scan the order ID and all products associated with that order will be loaded to the right panel with some additional details. Lest say we choose the bill ID 161.

16 All items associated with the bill will be shown and you can select the product you wants to return. If the product quantity is more than one you can edit the text box otherwise it would be disabled. As an example let s select one Butter cake 325g and Gnanakatha Packet as return products. System will print a return bill as follows. Since there are items still left to return (example 1 X Butter Cake 325g) if customer decided later, you can see the remaining items and proceed with another return if needed.

17 Categories: By click/touching the Categories on left side bar you can manage your categories. Add new category: Click/touch the Add button and popup will be loaded as below. Fill out the fields and click/touch Save button to complete. Tip: If you add hex decimal color codes such as #FFFF00 to the Description text area, system will identify these values and will added to the category and product backgrounds. Really helpful as most of the cashiers remember these colors than category names (Ex : Soap Red color, Bakery Items Blue etc )

18 Edit/Delete category: To edit category simply click/touch the Edit button and if you want to delete category click/touch the Delete button. Also you can publish/unpublished category by click/touch the icon Products: This will list all the products in the system. Add/Edit/Delete product: Similar adding category you can add product by clicking on the Add button. Also you can add/update details such as SKU, Featured (If set yes then the product will be shown in the easy access in POS screen), price etc. Update stock: In eposmart stock management is easy. You just need to add the available quantity in the Product Stock section when you add/edit products. Promotions and Discounts: With eposmart you can run a promotion with various options as well as you can assign discounts to individual products.

19 Products Based Promotions Here you can run your promotions. There are numerous possibilities to create a promotion campaign such as Buy X Get Y Free Buy X Get 2Y Free Buy X Get Y for 50% off etc Select the Products Based Promotion tab and Click/touch on the Add button. You will prompt the below window. Let s walk through the options one by one. Start Date and Time: Select the date and time you want to start your promotion End Date and Time: Select the end date and time you want to complete/stop your promotion Main Product: Select base product associated with the promotion Main Product Quantity: Enter base product quantity associated with the promotion Child Product: Select child product associated with the promotion Child Product Details Quantity: Child product quantity Amount: Child product amount Percentage: Child product percentage Ok let s see a practical example. Let s set a promotion where customer get a one Coffee Cake 1Kg Free when they order one Chocolate Cake 2Kg for. This promotion will run for 5 days. So as per the example values need to be set would be.

20 Start Date and Time: :00:00 End Date and Time: :00:00 Main Product: Chocolate Cake 2Kg Main Product Quantity: 1 Child Product: Coffee Cake 1Kg Child Product Details Quantity: 1 Amount: 0 (because its free) Percentage: 0 So let say you decide to run the same promotion but this time Coffee Cake 1Kg would not be free but will charge 50% from its original price (50% off on second product). All you need to do is set the Percentage value to 50 (don t enter the % mark) Another example, if you want to have customers buy Chocolate Cake 2Kg more than 1 to valid for the offer (Buy 2 Chocolate Cake 2Kg and get a Coffee Cake 1Kg for free) and all you need to do is change the Main Product Quantity to 2. Promotions will process in the final checkout process. Products Based Discounts More similar to the promotions process but here you can assign discounts for individual products by click/touch on the Add button in Product based discounts tab. Below window will be popped up.

21 Product: Select the product you want to add discounts Price Discount: If you want to assign a price discount then enter it here. Example If you going to deduct $10 from $100 product then enter $90. Percentage Discount: If you want to assign a percentage as a discount. Example If you going to deduct 50% from the selected product then enter 50 (without % mark). Start Date and Time: Select the date and time you want to start discount for the product End Date and Time: Select the date and time you want to end discount for the product Tip: If you planning to run a discount for hours (such as happy hour offers) change the hours but assign the same date. Reports: You can generate a set of reports here and we will add more detailed reports in every update we release. There are few options need to select on based on the report to be generated. Example - Date, Date range, User (cashier). Once select the options click on the Generate Report button. After generating you can directly print/save report by click/touch the Print button.

22 Also once you start and continue sales your dashboard will be more look like below. If you have any questions please don t hesitate to us hello@eposmart.com