QUICK START GUIDE FOR WIRELESS MANAGER

Transcription

1 QUICK START GUIDE FOR WIRELESS MANAGER Retail Management Software

2 GET STARTED IN A FEW EASY STEPS Company Info and Tax Create Vendors and Products Entering Inventory Setup Carriers and Plans Sales, Activations and Returns This Quick Start Guide gives you the basics to use your POS. Please read the User Guide for complete information on all the features of Wireless Manager. 2

3 01. COMPANY INFO AND TAX SETUP To personalize the POS, you need to enter your company information into the system. These information are also printed on your receipts, so be through as you can. Go to Location Setup found under the Administration menu. On Step 2 and 4, you simply need to fill in the information needed. On Step 5, you can also add your return policy on the disclaimer section. 3

4 02. CREATING VENDORS AND PRODUCTS Company info all setup? Cool! Now, let s setup your suppliers or vendors. Go to Manage Vendors under the Administration Menu. Enter a code and your vendors name. That s it! Pretty simple stuff, right? You can use any code you want and you can add extra info about this vendor by completing the rest of the fields. 4

5 02. CREATING VENDORS AND PRODUCTS Now that your vendor is ready, let s get your product list all sorted out. Note, I said product list and not inventory. We ll get your inventory added later on. Go to Manage Products under the Administration Menu. Enter the product SKU and description. Under the tab Product Properties, select if the item is a phone, an accessory or a payment. Set the product as taxable, if it has an inventory and if you collect profit from it. Save and done! Tadah! You have created your first product. Quick Tip: If you have a barcode scanner, just scan the same SKU from the packaging. You can also type it manually. 5

6 03. ENTERING INVENTORY Are you done creating ALL your products? Great! On to the next step... adding the stock on hand. Go to Add Stock. You can see the button on the left menu Follow the steps below : 01 Select Vendor where the item was bought. 02 Type/Scan/Select the item SKU 03 Enter quantity. If the product is a phone, quantity is grayed out. 04 Enter cost price. Click on Add. For phones, after you click on add, the system will ask you to enter the ESN. Quantity will update depending on how many ESN has been entered. 05 Save! Quick Tip: You can add as many items on one invoice as needed. 6

7 04. SETUP CARRIERS AND PLANS Still with me? Cool. If you don t need to track activations skip to step 5 otherwise, let s move on. Go to Carrier Management under the Administration menu, On the internal carrier field, enter the name of the carrier. Then on the carrier dropdown, select the corresponding carrier. Save and done! I told you, it was easy. Go move one step forward.. 7

8 04. SETUP CARRIERS AND PLANS Almost done. We just need to setup your plans. Continue reading below. Go to Manage Plans under the Administration menu, Enter the plan code and description. Select the carrier and plan type. Enter the contract terms and on the base commission tier, put in the commission for this plans activation. Save! That s it. Create all your plans and you are done with the setup. 8

9 05. SALES, ACTIVATIONS AND RETURNS Now that everything is setup, let s see some profit baby! Woot! Well,to do that, we obviously need to log some sales and activations. Go to Sales. There s a shortcut on the left menu. Type/Scan/Select the SKU to be sold. Enter the quantity then the price. Click on Add Item. Add other items as needed. That actually took longer to type than do. Moving on, click take payment to finish the sale. Quick Tip: Save customer details by entering them on the mobile # field or name. The button next to the name allows you to enter more customer info if needed. 9

10 05. SALES, ACTIVATIONS AND RETURNS Let s track some activations! Go to Activations from the Sales Module. By default, manual should be selected. Click go to continue. Enter the customer name. You can enter additional info by clicking on the details button. Type/Scan the ESN or IMEI of the phone to be activated. Enter the mobile number of the activated phone. Select your Carrier and the plan. Enter the sale price of the phone then hit Save. Click close to go back to the sales screen where you can finalize the sale or add extra items. 10

11 05. SALES, ACTIVATIONS AND RETURNS Now that we have done some sales and activations, what do we do if a customer were to return their items? We say «No returns!», just kidding! Read on to see how to process this. Go to Exchanges and Returns. There s a link at the left menu Enter the invoice number or search for it. The system will pull up items sold on this invoice. You simply need to double click the items that needs to be returned. Click on Save to finish. You will once again be taken back to the sales screen wherein you can add more items or just give the money back. 11

12 YOU ARE Sales GOOD TO GO! You have now successfully setup your system. This Quick Start Guide gives you the basics to use your POS. Please read the User Guide for complete information on all the features of Wireless Manager. Inventory Tracking Bill Payments Activations Repairs 12

13 GET IN TOUCH PHONE... (+877) 88 WMPOS WEBSITE ADDRESS... 1 Penn Plaza, Suite 6194 New York, NY

14 ADDITIONAL SUPPORT PLEASE: Visit our support site and chat with us. /support 14