- Professional Systems Ltd
Contents
1. 123456 7 8 9101112 DIP OND 42 It is possible that the display already has the required settings b Posiflex PD21 series open the dip switch cover at the back of the display unit Check the following SW1 off SW2 off The switches are located as follows SW1 Push up to switch on SW2 If you are using an Epson DM series display there is no need to make any changes If using any other brand of pole display you need to obtain the user manual and find out how to set it to Epson compatible display 9 IF the pole display uses a serial not USB connection use a USB to serial converter cable This is required because Windows allocates logical com ports And they don t always match with the actual serial port on the back of your PC Install the driver for the converter cable and assign COM 1 to the port it is allocated to As follows 43 Li Device Manager Fil Action View Help Hee m m PROFESSI 775F44 Computer See Disk drives a Display adapters 5 DYDICD ROM drives Floppy disk controllers A Floppy disk drives IDE ATAJATAPI controllers gt Keyboards Mice and other pointing devices Monitors Wetwork adapters Network Bus Enumerator Ports COM amp LPT H Ble AE Update Driver Enable Uninstall Printer Port LPT1 Prolific USB to Ser Processors e Sound video and gam for hardware changes E2. Coy Code JEC James and Judes Bank Code No 10466 12 Bank of New Zealand 1789452 90 Use as default account Description Cheque account Last Cheque No 10000 Last Transaction 1011304 dept ony W Overdraft provision Overdraft amount Account Mo Description 1789452 90 Cheque account DD6 Business saver Cash transactions bucket Editing Bank account s If you have opened a new bank account there is no need to create an opening balance If the account is not new create an opening balance If you don t and want to use the accounting functions the trial balance and balance sheet will not be correct if you don t enter opening balances Select Opening Balance tab 1 Make sure the correct bank account appears at the top of the tab Enter the start up date This is used for documentation purposes Enter the balance amount from the bank statement If there are any deposits made prior to the closing date of the statement but that aren t on it Click the button to the right of the Plus deposits not on statement This opens the Bank transactions maintenance form Enter the required transactions there Click the Update Balance button when you have finished entering them The total of all such transactions will be included in the field 5 If there any payments cheques that have been issued but are not on the statement click the button to the right of the Minus
3. System devices 2 Universal Serial Bus cc Properties To activate this form select in XP Control Panel gt System gt Hardware gt Device manager If using Windows 7 or 8 select Control Panel Hardware and Sound gt Device Manager First disable the default COM1 To do so select Communications Port COM1 double click Ports COM amp LPT and right click the mouse Select Disable In the above example Enable displays because the port is already disabled Accept the option to restart your PC Once the PC has restarted reactivate the Device Manager form Select the USB to Serial port right click select Properties gt Port Settings gt Advanced Select COM Port Number COM1 You may be warned it is in use Ignore it Click Ok Then Ok to exit the device manager Restart your computer 44 Advanced Settings for COM1 Select lower settings to corect connection problems Detaults Select higher settings for Faster perfarmance Butter Low 1 J High 14 14 Transmit Buffer Low 1 J High 15 16 LOM Port Number COMM Warning It is possible you may need to do this everytime you restart your computer Windows reassign the logical COM1 to another port Now connect your pole display To check that your pole display is running properly carry out a health check As follows EPSON OPOS ADK Version 6 E UPOS 1 11 Fie Edit View DEAS Option Help 5 a
4. Use touch Screen payments form secondhand tems Enable customer bookings Enable stock line sales buttons on POS Save Disable receipt default message Blank You have been served E Activate free sales gifts by message on receipt Activate second monitor There is a current store sale active Printers Select a printer and check the operation EPSON TM T88V Receipt Reports Invoices Quotes etc 1 Default receipt printer EPSON TM T8V Receipt 2 Default reports invoices quotes etc A4 printer Auto Brother HL 2040 series DEVELOPADMIN 3 Default labels printer DYMO LabelWriter 450 The above sets up Front Counter to operate in the following manner e Loyalty points are not allocated to item sales when those items are on sale are specials or a discount has been applied e Password access is not required when starting the Retail Business It is required when opening any one of the POS interfaces This is because of the need to track cashier sales volumes and float allocations e The default payment type will be EFTPOS e Front Counter POS opens in auto mode This means each time you swipe an item s bar code it is added to the sold items list To change quantities you need to go to manual mode or click the Quantity button to use the keypad e Multi item selection clothing styles and second hand items functions is not enabled If enabled you can enter additional detail about clothing styles and secondhand items
5. M Accept P e change is due the amount displays in the Change field of the Payments form e Click Accept and you are returned to the POS e Optionally print the receipt e f the payment includes items that require you place them in the cash drawer coupons cash cheques the cash drawer opens If you have not activated the touchscreen option the following form activates This allows you to enter more than two payment types In manual mode the POS page appears as follows Note that there is now a To Auto button e Ifthe customer is buying more than one copy of an item you keep swiping or click To Manual to switch to manual mode so you can enter the number of items To use the Quantity buttons click Quantity immediately before swiping the bar code or entering the Stock PLU code To switch back to auto click the To Auto button It changes to To Manual 30 Professionals Front Counter Operate Front Counter Logon to Front Counter Exit Front Counter EN eat T E Create new stock item if code not found Front Counter POS Client accounts Stock inquiries ries Supplier stock orders Qty Description Discount Net amount Haiwaian pizza medium 0 00 13 95 1 82 D Haiwaian pizza small 0 00 ize 1 64 l Coca cola 1 5 diet 0 00 3 00 0 39 Cash out payment 1 5
6. cheques written not on statement Enter the required cheques payments and click the Update Balance button If this is a new account there is no need to carry out 4 and 5 When satisfied click Update This creates the opening balance Warning once the opening balance has been entered you can t change it So don t proceed until you are sure you have the right total s Active Company 15 James a 11 Bank Information Bank Account s Opening balances Recurring Transactions Bank Account No Account 333 33333333 33 Cash transactions bucket Startup Date 4 12 2012 Balance Amount from statement Plus deposits not on statement Minus cheques written not on statement Opening Balance 4 12 2012 10 43 58 a m CBBank pas There is another tab Recurring Transactions This is not required as part of setting up Front Counter There is more detail about this in the main manual and the help file Click Exit to return to the wizard Then click exit You have now completed the accounting and general components required to start using Front Counter We will now proceed to the components that are more directly related to the retail functions 2 Setting up Stock The minimum required to start using Front Counter POS is to have stock in the inventory You can also configure the stock system to provide for sales group stock items into lines and groups set up replenishment rules and arrange volume discounts We wi
7. fits You must save the logo file to the folder C PSL Database images You are returned to the wizard The Departments and Accounts tab is now active Click the Departments Accounts button Department and Ledger Accounts settings Departments are optional If you have for example both a shop and workshop and wish to check the profitability of each it is a good idea to set up a department for each If you do you ll also need to set up some ledger accounts for each one The ledger accounts that are installed when the software starts are for the entire company The departments form is as follows 8 m 7 EX Professional s Business Accounts Department and ledger account settings Code and Name James Electrical Enable G 5S T for this department Managers Mame Postal Address Cancel Postal Code Delete Phone E Mail 1 Click New if you intend to set up departments Otherwise exit Or click on the Ledger Accounts tab 2 Enter a Department code and name 3 If your business is GST registered check the Enable G S T For this department box 4 All other fields are optional Ledger Accounts The software is installed with a set of ledger accounts Review these to see if anything is missing For example if you have set up two departments you ll need to at least create an income and expense account for each If you don t intend to use the back office accounting facilities you can probably
8. install and set up the scale Currently Professionals Retail Business supports the CAS PD II checkout scale Others will be added on request and after we have made sure they can be installed and used All items to be weighed MUST be sold through the use of the stock line buttons You can set them up to use non integrated scales That requires that the POS defaults to manual mode so you can enter the weight once it is available In that case you will also need to remember their stock PLU code The rest of this section describes setting up items that are to be weighed and prices calculated using the scale weight 1 Set up the required stock lines for the items to be weighed Each stock line can have no more than 36 items in it And you can set up 18 stock lines to attach to buttons A total of 648 stock items can therefore be allocated to stock line buttons 14 2 Create the required stock items and link them to the required stock lines As you create the items after clicking Save click the Sales settings button If you have activated the checkout scales setting in Company Control the form appears as follows Sales settings for WEINERBEEF Weiner beef for sc Settings Extras prompt On special Buy price visible Wam on discount Tum an price calculation option Weigh on checkout scale Edit Save E Cancel Notice the Weigh on checkout scale box is checked With this
9. litre Fanta 0 00 3 00 0 39 Em er I mro Auto F3 Item Code Trade price 0 00 Retail price 0 00 rs Sale Unit price 000 Quantity 1 Net amount 0 00 Stock Invoice 04222 Process list payment EFTPOS Cash Ace ic Soft Drinks Entrees All wines sandwiches Main meals including large Desserts Takeaways Fresh vegetables Fresh fruit servings item is being returned click the Ref Cr F9 button You may include returns within a normal sale For example if the customer returns an item sold for 12 50 you may record that and the record of a sale for another item at 12 50 The net effect is to update the inventory the returned item is placed back in inventory and the replacement is taken out If the sale is for a return credit only an additional form activates to allow you to select whether the transaction is a refund or credit note The default is credit note e When changing an item s quantity and you change your mind click the Cancel F5 button If you have accepted it click Void F6 Due is added to as the items are accepted If not using a touchscreen to finalize the sale click Process sale F2 The following form activates 3l Complete sale select payment method s Receipt 8366 Total due 37 45 EFT POS Cash Offline EFTPOS Accept F2 Coupon voucher Che
10. off bar codes on receipts box This results in a receipt more like that produced by supermarkets If you don t use bar codes the stock code is printed or not instead 4 To switch to user defined settings enter information into the text boxes It is not a good idea to enter more than 5 lines into the top text box This because the first line of the standard information may be overprinted by the last line in that box 5 If anything is entered into the text boxes the user defined settings are used 20 6 Toreturn to standard clear the text boxes 7 You can modify the style of the text in those boxes by checking either Bold Italics or underline Or combination of all three 8 To include your company logo load the existing logo logo bmp into paint and select Save as gt logoss bmp You will need to make it smaller In Paint select Image Stretch Skew Decrease its size by 50 horizontally and vertically at least When logging on to Front Counter you can change or remove a message that prints on sales receipts That message remains unchanged while you are logged on or if Front Counter is suspended If the message has been changed and you log off you need to change it again when logging back on The message is included on the receipt above the contents in the last text box Setting up stock line buttons To connect stock items to the POS buttons carry out the following sequence 1 Create the stock lines you want to match
11. ACE MTR 10 08 10 08 0 0 0 1005644 250 X 50 RAD PG KD PLACE 14 11 14 11 0 0 0 10056514300 X 50 RAD TF PG KD PLACE MTR 16 47 16 47 0 0 0 10064714100 X 50 RAD TF KD PG STUD 2 630M PLACE LGTH 11 45 11 45 0 0 0 1006472 100 X50 RAD FJ TF KD PG STUD 2 330M PLACE LGTH 9 08 9 08 0 1006473 100 X50 RAD FJ UT KD PG STUD 2 311MPLACE LGTH 9 04 9 04 0 0 0 100647475 X50 RAD FJ UT KD PG STUD 2 311M PLACE LGTH 7 16 7 16 0 0 0 100648375 X 50 RAD FJ H1 2 KD PG STUD 2 330M PLACE LGTH 8 33 8 33 0 0 0 1007409 75 50 RAD H3 1 KD PG PLACE MTR 3 92 3 92 0 0 0 1007412 100 X 50 RAD H3 1 KD PG PLACE MTR 5 71 5 71 0 1007413 150 X 50 RAD H3 1 KD PG PLACE MTR 9 29 9 29 0 0 0 3590417 SENTINEL ROTARY 40 CLOTHESLINE SN221 PLACE 128 88 106 66 0 1 0 3590429 HILLS C LINE VILLA FAMILY F GRN FD87010 PLACE 354 67 292 44 0 1 0 3590460 LAWFORD PLSTC CTD WIRE 9G PLACE 19 55 19 55 0 0 0 3590461 HILLS QUATRO 4 RETRACTING C LINE FD510 PLACE 155 55 133 32 0 2 0 3590462 35904521HILLS SIETRO RETRACTING C LINE FD5101 PLACE 199 99 1658 88 0 5 4 gt gt I PSInventory 4 22 Sum 4908762340689 In the money fields make sure there no commas So 1 000 00 should be 1000 00 That means the field should be text in Excel or be set up as Custom 0 00 so no commas are created when the amount is above 999 99 Not numeric When ready to load the file
12. Professional Systems Front Counter Version 7 0 Getting Started tutorial Copyright 2007 2014 Introduction This tutorial introduces you to setting up Front Counter and some of the concepts and practices that will help you make the best use of the software The tutorial provides the minimum amount of information to get started Further information may be found in the full manual that is included on the installation disk as an Adobe Acrobat file BARetManual pdf That manual is installed in the C PSL folder The same information is available by pressing the 1 key at any time while running Front Counter Table of Contents Gem ee cnn ee i E ee 1 HOTO e 1 belithp up gt eee nee bn 2 L The Seb up VY E 2 A ce A 3 Deparment and Ledger ACCOUMIS SCI OS lt lt 4 DG FCC ERES 5 exec 01018 1 De OC 10 Toman NR 10 vile SUR AN P RII 12 Setting up stock items to De 14 S E UO E 15 CS a E E A E thee 17 4 Cashier Access and user profiles ccccccccccccccccccecccceesssssseseeceececccccceeeeeeeeeaaaaaaasseeeeeeesaaeee
13. T registration number This prints on the sales receipt Check one of the Accounting basis buttons Most small and retail businesses use the Payments basis Check your last GST return to find out what yours is if you aren t sure Once the GST settings have been made and you have entered transactions don t change them unless you are prepared to go through all transactions and edit the transaction amounts to adopt the new values Click Save then Exit Professionals Company Maintenance RN Um Rm e lee Code Company 5 Description 0 JEC James and Judes The restaurant at the end of the universe 138 Bank Street Address W hangarel 0114 Save Cancel F1 Help abservateistra co nz Sales tax settings Registered Exclusive on Invoices 03 430 7583 201100072 rcent 5 Months Emall web site Phone Number Last Invoice No Auto generate client codes Last number 4 Number 23 206 249 Activate system save on shutdown 5 Accounting Basis Invoice Payment Hybrid Browsing companies 1 August 2012 CBCoy pas If you want a logo to print invoices and statements click the Logo button You must have created graphic file logo bmp to do this If you have a logo on your website you will probably have to convert from jpeg or png to bmp Open it in Paint and select Save as Bitmap file You will probably have to resize it as well to make sure it
14. TR 5 38 5 38 0 0 0 1002047 150 X 50 RAD NO1 H1 2 PG PLACE MTR 6 05 6 05 0 0 0 1002054 200 X 50 RAD NO1 H1 2 PG PLACE MTR 8 07 8 07 0 0 0 1002070 250 X 50 RAD NO1 H1 2 PG PLACE 10 34 10 34 0 0 0 1002088 300 50 RAD NO1 H1 2 PG PLACE MTR 12 06 12 06 0 0 0 1002096100 X 75 RAD NO1 H1 2 PG PLACE MTR 7 64 7 64 0 0 0 1002289 100 X 50 RAD FJ H1 2 KD PG PLACE MTR 4 34 4 34 0 0 0 1003458 100 X 50 MM RAD LASER FRM F5 UT PG KD PLACE 4 42 4 42 0 0 0 1005503 75 40 RAD TF PG KD PLACE MTR 2 96 2 96 0 0 0 1005504 75 X 40 RAD TF PG KD 4 5M UNDER PLACE 2 96 2 96 0 0 1005505 75 X 40 RAD TF PG KD 4 8M PLUS PLACE MTR 2 96 2 96 0 10055114100 X 40 RAD TF PG KD PLACE MTR 3 57 3 57 0 0 0 1005513 100 X 40 RAD TF PG 4 5M UNDER PLACE 3 23 3 23 0 0 1005515 100 X 40 RAD MGP TF PG KD 4 8M PLUS PLACE MTR 3 57 3 57 0 0 1005529150 X 40 RAD TF PG KD PLACE MTR 4 92 4 92 0 0 0 1005602175 X 50 RAD TF PG KD PLACE MTR 3 35 3 35 0 1005603 75 X 50 RAD MGP TF PG 4 5M UNDER PLACE MTR 3 35 3 35 0 100560575 X 50 RAD TF PG KD 4 8M PLUS PLACE 3 35 3 35 0 0 0 1005610100 X 50 RAD TF PG KD PLACE MTR 4 29 4 29 0 0 0 1005613100 X 50 RAD TF PG KD 4 5M UNDER PLACE 4 17 4 17 0 0 0 1005615 100 X 50 RAD TF PG KD 4 8M PLUS PLACE MTR 4 28 4 29 0 0 0 1005628150 X 50 RAD TF PG KD PLACE MTR 7 14 7 14 0 0 0 1005636200 X 50 RAD TF PG KD PL
15. already the quantity field As in 1 then 2 results in 12 If you want to add to or subtract from the quantity press the 1 or 1 keys If you want to enter a quantity of 100 first press the 1 then twice If touch screen processing is enabled three buttons are visible below the docket list Process Process EFIPOS Cash Tendered amount 50 cents 20 cents 10 cents 5 cents um 1 cent 28 With touchscreen operation active the Process Sale button becomes Other processing and when clicked activates the following form that allows additional payments processing Complete sale select payment method SN Ne ee Receipt no 8366 Total due 32 50 Offline 5 EFTPOS Cancel Total tendered Balance due e Select the preferred payment method Customers can pay using up to two different payment methods The following form activates e Inthe example the customer is paying both cash and EFTPOS e Enter the amount of cash to pay either by using the buttons or by directly typing into the active Cash field As you do so the EFTPOS field changes to the balance due Click Accept once the amount being tendered has been entered 29 Total due 87 17 Tendered amount 2 8717 2 7 Jj As ui a f M d r E L x d pa N 4 n C j a H 2 dolars 1 dollar 50 cents 20 cents cents 1 cent
16. any stock items the load will be aborted You must use the Update form instead Updating includes the option to add stock items that are currently in the CSV file but not in the inventory It will not import any stock items that already exist Stock manual creation If you have plenty of time and only a relatively small inventory creating the stock items manually is probably practicable To start the stock maintenance form Stock Management on either the Back Office main form or the start up form of Retail Busienss The following form activates 12 CCELI Descripti 10004 150 50 2 6 3 51 1000447 150 X 50 RAD NO1H1 2 PG 6 6M SL 1000443 150 X 50 RAD NO1H1 2 PG 6 9M SL 3 1000553 200 X 50 RAD H1 2 PG 6 6M SL 1000556 200 X 50 RAD NOT H1 2 PG 7 2M SL 3 1002013 75 X 50 RAD NO1H1 2 PG 1002033 125 X 50 RAD NOT H1 2 PG 1002054 200 4 50 RAD NOT H1 2 PG 1002088 300 X 50 RAD NOT H1 2 PG 1002289 100 X 50 RAD MGF FJ H1 2 KD PG 1005503 75 X 40 RAD TF PG KD 1005505 75 X 40 RAD TF PG KD 4 8M PLUS 1005513 100 40 RAD MGP TF PG KD 4 5M UNDER 1 To create a new stock item click Add The form changes as follows L 3 items i 1002289 100 X 50 RAD MGF FJ H1 2 KD PG 1005503 75 X 40 RAD MGP TF PG KD 2 96 1005505 75 X 40 RAD TF PG KD 4 8M PLUS 2 96 1005513 100 40 RAD PG KD 4 5M UNDER 323 Total it
17. ault printer on each cashier workstation If you don t set the printers in POS settings reports will always use the default printer You will need to select the report preview option so you can change to the correct printer there Operating Front Counter POS You may suspend Front Counter by clicking Lock Front Counter To reactivate enter a valid user id including password The Front Counter form is set to occupy the entire screen To use other programs drag the blue caption bar to the bottom of the screen rather than exiting from Front Counter With auto on each item when swiped results in an addition to the docket list To change the number of items press F3 to go to manual mode You can now enter the number of units Or click the Quantity button immediately before swiping the item s bar code or entering its Stock PLU code The POS also adds the number of items sold to the relevant line as you swipe the item Depending on the stock item being sold and the sales settings for that item the actual display will vary For example generally the Buy Price is not visible and the Price Calculation group is invisible unless it is set as visible for a stock item in Inventory maintenance Retail price is the default price To change it turn auto off click the On Auto button It changes to On Manual If you made a mistake in auto mode highlight the incorrect item and click Change The Accept button displays Make the changes and click A
18. can change the password if you wish The user profile settings define cashier access rights when logging onto the software They have to log on to both the software and Front Counter to activate sales Maintain user security m EJ Exil User Ma 100 First Hame System Last Administrator User Save Cancel Delete Security Log Confirm Active Password Password Expires Set Access Level gt System Administrator access to all facilities C3 Data entry direct access to key information Periodic user Operations reports and enquiries Reports and enquiries only To create a new user click New User The User No is allocated automatically This prevents duplicate numbers Enter the user s first name Enter their last name Now enter the user s password Enter the New Password and Repeat it Both must match The password cannot be part of the user s name Generally you can leave the Active Password box checked If the cashier is temporary you want to make sure they must change their password regularly leave the Password Expires box checked 9 Enter the number of days the password is to be active for prd Sf im 18 10 Expires on changes as the number of days is changed The date is calculated as number of days from the current date 11 If you age passwords by having them expire you need to be aware that users will often use passwords tha
19. ccept Processing sales The sales page appears as follows in auto mode This example has the stock lines buttons activated 25 Exit Front Counter Lock Front Counter PEL Logon to Front Counter Create new stock item if code not found Front Counter POS Cien Supplier stock orders Qty Description Discount Net amount Tax J 1 Darwin s Dangerous Idea 0 00 16 16 2 11 D u e 1 Moir s Guide North 0 00 31 49 4 11 j 1 John Pascoe Author Climber H 0 00 53 99 7 04 Cash out payment Process sale Waal tee To Manual Change item M P Hr 3 F7 I Item Code I 1 Unit price 000 Quantity Discount 0 00 Net amount 00 00 Invoice Tax exempt Client F11 ASSIN Release Quantity booking Alcoholic ktails Soft Drinks All wines sandwiches Main meals including large Takeaways vegetables Fresh fruit servings To process a normal sale that is sale on auto single item carry out the following sequence e Enter or swipe the bar code If there is no bar code enter the stock code Or click the appropriate button on the buttons at the bottom If you do so the form appears as follows 26 Lock Front Counter Logon to Front Counter ee Front Counter POS Supplier stock orders Qty Description Disc
20. ceeeanees 17 aR 1 SS DD BS oo costas EA A AEE A EE E EAA E E O 19 SR N E E DE MEN MM UDIN 20 betting up Stock Ime DOON ee ee ea eee ute eee ee 21 lx UU UU UU UU E 23 Bcc urn eT POS 25 PPT OCS e EE LE 25 lt 21 Integrating EFTPOS 34 38 dE SCAN 40 Setting UP a CUSTOMER pole ue ei er re EU 40 Setting up a second monitor as a customer 15 1 46 Front Counter SCTE ei TCS OMIM OM 47 Setting up Front Counter To set up Front Counter follow the sequence below 1 Carry out the routines the set up Wizard prompts company record departments optional ledger accounts bank account s If you intend to use the built in end of day cash up facility and record bank deposits you need to set up the relevant bank account Or a dummy bank account 2 Go to the Stock menu and set up the required stock lines groups and stock items Including if required any volume discounts and replenishment rules 3 Select Client invoicing Operations Clients to set up regular custome
21. checked and the item is selected for sale from a stock line button Place the item s on the scales Wait for the weight to appear on the scale display Then click Read scale The form should now look something like the following Notice that the Accept button is now enabled If you change the amount on the scale click Clear and then Read scale again Unit price _ 000 Weight Cancel To add the item to the docket click Accept 3 Setting up clients If you intend to issue invoices you have three options Create specific client records for each customer Or as the chain stores do create a CASH client Or do both With clients set up you can convert Front Counter sales to invoices and create a debtor s record while carrying out normal Front Counter sales activity You can create clients from Front Counter and check their credit worthiness You can also set up client discounts loyalty cards and specify whether the client is a cash only or invoice client Client maintenance can be activated from a number of place in Retail Business From the client account tab of Front Counter the Invoicing menu contacts menu client operations and from the client selection list Add clients to the client maintenance form is as follows EX Customer maintenance James Hechncal Ltd First name Middle name Last or company Dinwoodie and Brown Northland Polytechnic Active Last comparry Name Books Compu
22. d statement headers James and Judes Electrical services and sales T 136 Bank Street Whangarei a 0114 Phone 09 430 7689 jamesandjude xtra co nz Company name Company description Address Size Size 258 Style Center Bald Logo position Position Style Style Lek Bold Bald C Left Italics E Ktalics e E italics Right Underline Underline Bi 1 Underline C Right If you have preprinted stationery you can ignore these settings by disabling the printing of the header This option is available for invoices statements and quotes If you have a small graphic logo you can create preprinted forms and then modify the settings to provide for it 19 Don t make the company name too large as it will overlap the description You may wish to preview these once you have created an invoice or two Then fine tune the settings Sales Receipt settings Sales receipts layouts can be modified in a similar manner to invoices To do so log on to Front Counter and click Settings This button is only activated for those with system administrator access Select the size of paper that matches your receipt printer These settings also work on a laser printer Although if you use a laser be aware the receipt is going to take a little longer to print And will look a little strange If you use 5 paper it will look less strange But still strange You can define set
23. e is room for a fair amount of information 10 If you intend to provide the client with a discount click Sales After you have saved the client record The same form also allows you to specify whether the client is an invoice or cash customer 11 If you wish to confirm the customer s id you can include a photo of them You will need a web cam or digital camera If you have entered a photo the Photo button is visible when you are carrying out sales in Front Counter for the client Contacts Contacts are optional If you create any contacts one can be included on invoices statements and quotes Doing so is useful if the client is a relatively large organisation and you want to make sure your document is refered to the right person Contacts can also be included on the reminders list so that you can timetable when to carry out some operation See the manual for more information on contacts 4 Cashier Access and user profiles If you have more than one cashier you may wish to define their profile Rather than have them share yours This will enable you to check the cash drawer balance at the end of the day In addition you will be able to 17 report on who made the most sales Which could be useful if you intend to implement an employee s rewards scheme Start the cashier security form from the System Settings menu Access Warning the system administrator s profile is created when the software first runs Do not remove this profile You
24. e ps e CheckHealth Interactive Device Validate 9 Linepi Registry EET CashDrawer Electronic ournal Ta 2 Lheck5canner 9 MSA Eu keylock HardT otals Perform an interactive CheckHealkh of Ehe selecked device 45 To do so click Start Menu gt OPOS gt Select devices then Line Display Select Tools gt CheckHealth Interactive Click Start If successful the phrase Interactive HCheck DeviceName DM D110 or something similar should appear on the pole display Front Counter also carries out a health check when it starts up If Front Counter POS Welcome doesn t appear on the pole display then Windows has reassigned COM1 You will have to go through the above process to reconnect Setting up a second monitor as a customer display Front Counter can use a second monitor as the customer display Check that your PC has a connection for a second monitor You may need to purchase a HDMI cable connection as often the second connection requires that If the monitor is connected it should be set as the second screen and not the desktop To do this select Hardware and Sound from the Control Panel Then Display and Adjust Resolution The following form should display Ow ES Display gt Screen Resolution File Edit Tools Change the appearance of your displays Display 2 e2051F Resolution 1600 x 900 recommended Multiple di
25. ed NZ EFTPOS EFI interface the folder CAEFTPOSY is placed in the field This is the default folder the NZ EFTPOS client looks for the required transaction files If you used another folder when setting up NZ EFTPOS you need to change this If you do make sure the V is on the end of the folder name The following example shows the settings for DPS Payment Express 36 E Front Counter global settings Apply loyalty points to sales specials discounts Yes No Activate password access F Set cash as default POS payment type I Enable clothing functions Open Front Counter in auto mode Use touch screen payments form Enable stock line sales buttons on POS se Disable receipt default message Blank You were served by on receipts Turn on integrated EFTPOS EFTPOS Provider Your merchant id 1254 Location of EFTPOS driver configuration file c program files x86 dps eftpos pxpp cfg txt Printers Select a printer and check the operation Microsoft XP5 Document Writer Operation Receipts Kitchen 7 Reports Invoices Quotes etc Labels 1 Default receipt printer EPSON TM T88V Receipt 2 Default reports invoices quotes etc A4 printer VDEVELOPADMIN Brother HL 2040 series 3 Default kitchen printer EPSON TM T88V Receipt 4 Default labels printer DYMO LabelWriter 450 Once you have set up the software to link to your EFTPOS provider the payments proce
26. ems 216 00 m a ja Total value 4799 68 27145 13 10 11 12 13 14 15 16 If the item has a barcode enter it in the Bar Code field If that is the code you will use all the time click the red arrow to place it in the Code PLU field If you enter a bar code you can use a bar code scanner at the front counter to speed up sales processing If you have a code that is distinct from the bar code enter it into the Code PLU field This field is usefull for entering abbreviated codes that allow you to identify items when there is either no bar code or you use codes that are useful to you If the item has a supplier s code enter it into the Supplier s stock code This field is used when generating supplier orders Suppliers may have codes they use in their warehouse system Including that code in the order helps them find the item Line is optional To place something here you need to create Stock Lines Once stock lines have been created you can create stock groups You must use stock lines if you have non barcode items fruit vegetables bakery goods services that you intend to sell through Front Counter The stock line is used by the stock line buttons to find the relevant stock items Group is optional If you intend to carry out store sales you need to create groups Doing so allows you to split the sales into different sales discounts And leave some groups at normal price It also allows you to organise stock take b
27. ess Accounts set up Wiz Sel Company Departments and Accounts Bank Accounts License Click Company to open the Company set up form ou must complete at least one company to proceed to the next step Once you have the Company tab is activated Company settings Click Company to activate the company record form You need to edit the existing default company The details entered there affect some G S T data on sales receipts settings in Front Counter 1 2 6 7 8 9 10 11 12 Click Edit Change the contents of the Company Name field to your business name This is the name that appears on invoices orders statements quotes and cash sales receipts You MUST change this field If you don t the wizard starts every time you start Retail Business Change the contents of the Description field The content here if anything appears on the same documents as the name Enter your postal address This is used on the above documents as well as GST returns Enter your email address if you want it to appear on those documents Entering the email address allows you to email invoices statements and quotes to clients Also Phone number and fax Also prints on invoices etc Check the Registered box if you are registered for GST Check the Exclusive on Invoices also statements and quotes if you want prices to be exclusive of GST Enter the GST percent Enter the GST period 1 2 6 months Enter your GS
28. go to the Stock menu and select Load The load form is as follows Follow these instructions 1 From the dropdown list select Professionals Inventory 2 IMPORTANT uncheck the Includes lines and groups box 3 Get the list from the folder you have it in by clicking Get List The form that then opens allows you to browse for the file to import 4 lf the prices don t include G S T you need to add it So check the Add GST to prices If you are importing using the Professionals Inventory format you must include GST in the prices when you place them into the import file In that case the Add GST to prices box is disabled 5 Click Load 11 gu Import stock lists for James and udes list is Professionals Inventory Loading stack list from SPSESPSImyeentory csv Add l3 5 T to prices Includes distributor price Suppliers Cade is Import F Includes lines and groups When the load has finished you will be told how many items successfully loaded If the load fails at some point go into the inventory Scroll to the bottom The last record there immediately preceeds the one that failed You need to look at the file to see what may have caused it to fail For example commas in numeric fields 1 000 00 instead of 1000 00 Non zeroes or blank where there should be zeroes Fix the problem and then use the Update form to load the missing items Warning if you have already entered
29. ht LineDisplay as below EPSON OPOS ADK Version 67 E UPOS 1 11 File Edit View Tools Option Help 7 Device POSPrin CashDraw Electronic ournal Ze MICA 2 CheckS canner c MSA HardT atals Right click LineDisplay and select Add New Device The following form activates 41 Add New Device Select DeviceNameKey Add Mew Device Select Device Select detailed model IDM D11 DM D110 m Display Used Port COM Device Description EPSON DM D110 RATH Line Display INF File Mame ICAPRDGRA 1 SUPUSSEpsonz sL db MD 1140 nf Browse Add New LON Set up a logical device name if necessary logical device name isn t indispensable A logical device name isn t set up in the case as the blank And a lagical device name can be set up even later ILineD lt Back Cancel Help Select Next and accept all the defaults Do not change anything Give the new device the logical device name LineDisplay The best idea is to select DM110 as all later models are also compatible with that 8 Don t connect the pole displays until you have checked the following a Digipos WD series open the dip switch cover under the display at the rear Check the switches are set as follows SW1 off SW2 SW3 on Down is up is off Lay the display face down The switches are located as follows 9 DIP SWITCH SETTING
30. ibe the items you sell For example ice creams vegetables fruit etc Note that the Alchoholic cocktails button is highlighted As is the cocktails line in the Linked lines and buttons list If a button is linked to a stock line you may remove the link You cannot create a new one unless the button highlighted has no stock line connected To make sure everything fits there should be no more than 40 characters in each stock line description You should attempt to make the stock line descriptions as brief as possible From this form you can create new stock lines and link stock items to selection buttons It is these buttons that are activated when you press the relevant button on the POS To link stock items to POS buttons click Line Buttons Once you have set up the button definitions you can activate the buttons from the POS Settings form To link stock items to the buttons click Menu buttons The following form activates 22 Setting up buttons for stock line cocktails Alcoholic cocktails F1 Help Back Button settings km Gais 20CENT 20th century Four Score Alcoholic Dr Pepper Alexander e T Short Description Caption 20th century iou Te lei lt ecu Code Description Boiler maker Brandy Alexander Brandy Manhattan b 20CENT 20th century 4SCORE Four Score ALDRPEP Alcoholic Dr Pepper Chicago Cocktail Cuba Libre Curacao Punch Da
31. in the cash drawer You will be warned if that is the case If you need to add to the float put the sale on hold log out logon and change the float amount Then release the sale and complete it When you click the Cash out button the page switches to manual mode The Accept button becomes visible The stock code field defaults to CASH OUT Click Accept when the cash out amount is entered 33 Due is the sale plus any cash out Cash out is shown as a separate field Both appear on the sales slip The cash out amount shows on the sales receipt as Cash out e f the customer pays by cash enter the amount tendered Any change due is calculated and rounded If the cents figure is 5 cents or below the rounding is down and up if it is above f you are having a sale the POS can calculate the sale price Group items in the inventory You can have different sale discounts for items by the group they are in If you have a large number of stock items this could be a major operation initially See Stock Lines and Groups to find out how to set up sales Once the correct set up has been completed sales may be turned on and off very easily e You may set up item specials within the inventory by clicking the Sales Setting button Integrating EFTPOS terminals To integrate EFTPOS first install the required installation files from your EFTPOS provider In the case of the Ingenico terminals your installer needs to install the Skyzer Nitro lib
32. in the inventory Look for the button Item details on the stock management form e The POS has been set up to activate the stock line buttons e Checkout scales have not been activated If you enable the checkout scales you need to define the relevant stock items as being subject to weighing Make sure those items have their own stock lines and are included on the stock line buttons 24 e Three printers have been set for the functions they are used for The default reports etc printer will only work on the main server because the description is unique for that PC To share printers or use one connected directly to a cashier workstation make sure the description is the same on all PCs Use Printers and Faxes to change the name if required e A store wide sale is active To change enable or disable store wide sales click the Store Sales setting button Warning If you have multiple cashier lanes make sure the Windows description name of the printers are identical on all PCs The name in the global settings record is the same as that of the PC you were running the software from That may not be the same as the PCs the cashier workstations are on In that case you should also change the settings from a networked PC rather than the one the Base system is on This is to make sure the printer names are the same on all cashier s workstations if they are connected to the base system PC You also need to make sure the receipt printer is set up as the def
33. inter DYMO LabelWriter 450 The following form activates FCScalesForm Select scale Select serial port CAS PD II check out scale The CAS PD I scale setting is shown here The only requirement is that it is connected to an active COM port To find out which ports you have available select XP Control Panel gt System Hardware tab Device Manager In Vista and later versions of Windows select Control Panel gt Hardware and sound gt Device manager top right In either case you should get a form that looks something like the following 39 2 Device Manager File Action View Help bal amp 4 Developments gt 188 Computer Disk drives A Display adapters x DVD CD ROM drives b Human Interface Devices cg IDE controllers p m Keyboards b Mice and other pointing devices b A Monitors gt Network adapters gt Portable Devices 427 Ports COM amp LPT 3 Printer Port LPT1 221 72 SAGEM MONETEL USB COM3 b n Processors amp Sound video and game controllers b 4M System devices b F Universal Serial Bus controllers he ES m To display all the coms ports double click the Ports COM amp LPT If you are using a new PC you need to install a USB to serial convertor In the above case COMA has been asigned to the relevan
34. iquiri ALEX Alexander 4 BIJOU Bijou BLENHEIM The Blenheim French 75 Gin fizz Green vesper Irish car bomb BLOODH Bloodhound BLUEHAI Blue Haiwaii P BOILMAK Boiler maker BRALEX Brandy Alexander Hanky Panky Jack Rose Lime Rickey Mai tai BRMAN Bud SS BRONX Bronx CHICCOCK Chicago Cocktail Mickey Slim The Monkey Gland Pall Mall Paradise CUBALIB Cuba Libre CURPUNCH Curacao Punch DAIQUC iquiri i FR75 GINFIZZ GRVESP To link stock items packages to the POS buttons you must create the item package and make sure it is linked to the relevant stock line menu All stock items linked to the selected stock line show in the list to the right You can link up to 36 items to the buttons This means you can have more stock items for the stock line than the number of buttons available to link them to This allows you to add new items without them being attached to a button and replace discontinued items when ready to do so When linking the stock items package you must select them individually Each link enables a simple click of the relevant button to bring over the item packages retail price and complete the sale In the example above all stock items for Alhoholic cocktails have been linked to a POS button Additional items can be created for the stock line and linked when ready To replace an existing item select the relevant button click the C
35. it to fit then the video card you have does not allow the required resolution If using a 15 inch screen the resolution needs to be 1280 by 1024 If your monitor does not allow that you may need to get another higher resolution video card If your PC uses a graphics module on the motherboard you can still get a separate graphics card 47
36. lear button select the replacement item and click Accept Make sure the correct button is highlighted Adding items to the buttons 1 Select a blank button 2 Select an unallocated item from the list The Accept button remains disabled until an unused item and button is selected 3 Click Accept 4 f populating the buttons for the first time proceed down the list rather than jumping around Once you have finished exit Then return to this form to check that you have clicked Accept every time for each button If any buttons are blank reselect the correct item and click Accept To make sure you can deal with stock that is to be weighed on a checkout scale create stock lines that consist of items that have the Weigh on checkout scale box checked in Sales settings for those items POS Settings Open POS settings from the System Settings form Select POS settings POS settings define how the POS accesses hardware printers and how it manages security It also allows 23 you to define how the POS works That is whether loyalty points can be applied to sales specials and discounts Whether the default payment type is cash or EFTPOS and whether the default mode in Front Counter is auto or manual Front Counter POS settings Apply loyalty points to sales specials discounts Yes 7 No Activate password access Set cash as default POS payment type POS defaults to auto mode I diri I EE rin Cancel
37. leave the ledger accounts alone If you intend to use invoices in Front Counter as well as cash up you need to make sure the correct accounts are set up The ledger accounts tab appears as follows Income Expense Account Code LS Description Affects tax amount Apply sales tax Active 1 Select the account Type 2 Select the report group You can probably leave the defaults alone Unless you intend to start using the accounting side of things straight away 3 Enter the Account Code This must be unique It may be a good idea to get a list of accounts from your accountant 8 9 Click Ban Enter a description of the account This is used to help identify it when you select it when entering transactions If you have created any departments enter the relevant department division This means that any transactions using this account are automatically allocated to the correct department If the account appears on your profit and loss statement check Affects tax amount Accounts that don t are ones like loans If the account is subject to G S T Check Apply G S T Some accounts like salaries and wages and loans are not subject to G S T Check Active if you intend using the account Click Save You are returned to the Accounts tab Exit to return to the wizard The Bank Accounts tab is activated k Accounts If you don t intend to use the cash up facility of Front Counter creating a bank account i
38. ll concentrate on the minimum required to get going There are two possible ways of loading the inventory 1 Load from an existing price list or inventory You can load from most trade suppliers as well as MYOB Retail Basics Quickbooks and Cashbook Complete In addition if you have your stock in an Excel spreadsheet you may be able to change things around so it can be used to load the inventory We look at loading from an Excel CSV file 2 Load the inventory by entering everything manually If you intend doing this load only those items you sell regularly and often That will get you going The inventory is also updated as you make orders for new stock items Loading from an Excel CSV file Warning loading from an Excel spreadsheet can in fact be more trouble than it is worth Mostly because of the need to ensure that stock and bar codes are unique for each stock item If you already have a system that allows you to export the inventory to a spreadsheet it may be worth your while to use this option If you intend to go ahead please read the following very carefully To load from an Excel CSV file you must format the columns in a certain order and style Any deviation from this and the items will not load This is not a tutorial in using Excel If you are not sure how to carry out the operations described it may be a good idea to load the items manually The time required to learn how to carry out the operations may be greater than
39. ount Net amount Tax eate new stock it Cash out payment Finished e As you click the item buttons the item selected is displayed in the docket list The default number to be sold is one Change the number to something else immediately prior to clicking the item button to change the quantity Or simply keep clicking the button The Quantity increments automatically e The item is recorded as sold e Keep swiping entering until you have finished e Click Process sale e Select the payment method Depending on whether you have enabled the touchscreen payment form one of the following forms is activated The numeric keypad The numeric key pad enables you to enter quantities if you have a touch screen You can also use it with a mouse It s just a bit more difficult to use than tabbing to or clicking on the quantity field and entering the quantities manually 2 In auto mode activate the keypad by clicking the Quantity button before swiping or entering the item code Enter the quantity then swipe the item code The items sale will be for the quantity you selected Once the item is saved the keypad is turned off This means in auto mode you must press Quantity to activate it You don t need to do this simply swiping the bar code adds the item to the Qty already on the docket list The keypad doesn t sum the values you enter As in 1 2 3 It adds the number after the value
40. que xen Cancel F5 Credit redemption not coupon 0 00 Change Total tendered Balance due e The default payment type is EFTPOS e Sales can be a combination of two or more payment types For example someone can pay by both EFTPOS and cash Or credit card and cash e Customers can also multi tender that is use more than one credit card In that case enter the first amount they are paying The form displays the balance to pay e fthe total payment is by cash press the space bar This clears the EFTPOS field Tab to the Cash field When you do that the EFTPOS field changes to 0 00 e If the EFTPOS terminal is offline you can record the payment as an offline EFTPOS payment You will need the manual credit card swiper If the customer wishes to be provided with cash assuming an EFTPOS or Credit Card sale check the Cash out box on the Sales page If you split the payment between cash and EFTPOS the payment processing form will look something like the following 22 Complete sale select payment metho s Receipt 8366 Total due 37 45 EFT POS 22 1745 Cash Offline EFTPOS 0 00 Coupon voucher 0 00 chagua 0 00 Cancel 5 Accept F2 Credit redemption not coupon 0 00 Change Total tendered Balance due Close F5 Click Close and you are returned to the POS form Cash out cannot be completed if there are insufficient funds
41. que Bar code is not compulsory but if importing it must be unique If you intend to leave a field blank then that field column in Excel must also be blank Don t put the stock code into the bar code field If you have items with no bar code you can add it later 10 You must include the field names at the top of each column Microsoft Excel PSInventory csv File Edit View Insert Format Tools Data Window Help x D GST MAS o amp r5 M D 0 lt S 44 5A B1 Barcode D F G H J K L M N i Tu Description Supplier UOM RRP Trade Prict Buy Price In Stock Order 1200001000439 150 X 50 RAD NO1 H1 2 PG 6 3M SL PLACE MTR 14 99 12 67 11 25 2447 0 10004474150 X 50 RAD NO1 H1 2 PG 6 6M SL PLACE MTR 6 67 6 67 5 1171 0 1000448150 X 50 RAD NO1 H1 2 PG 7 2M SL PLACE MTR 6 67 6 67 0 1499 0 1000449 150 X 50 RAD NO1 H1 2 PG 6 9M SL PLACE MTR 6 67 6 67 0 250 0 1000540 200 X 50 RAD NO1 H1 2 PG 6 3M SL PLACE MTR 9 23 9 23 0 1000553 200 X 50 RAD NO1 1 2 PG 6 6M SL PLACE 9 23 9 23 9 24 0 1000554 200 X 50 RAD NO1 1 2 PG 6 9M SL PLACE MTR 9 23 9 23 g 2200 0 1000556 200 X 50 RAD NO1 H1 2 PG 7 2M SL PLACE MTR 9 23 9 23 0 10 0 100200550 X 50 RAD NO1 H1 2 PG PLACE MTR 1 95 1 95 1 12 1800 0 1002013 75 X 50 RAD NO1 H1 2 PG PLACE MTR 12 51 2 51 10 150 0 10020214100 X 50 RAD NO1 H1 2 PG PLACE MTR 9 35 3 35 10 12 100 0 1002039 125 X 50 RAD NO1 H1 2 PG PLACE M
42. rary Or alternatively the two way communication method can be used When installing NZ EFTPOS ANZ make sure you select the NZEFTPOS EFI interface option when installing the EFTPOS software Once the EFTPOS terminal and or pinpad software has been installed you need to let the software know it is installed Select System settings gt POS settings The following form activates 34 Activate password access Set cash as default POS payment type Enable dothing functions Open Front Counter in auto mode Cancel V Use touch screen payments form W Enable stock line sales buttons on POS Enable customer bookings Save Disable receipt default message Blank You were served by on receipts Turn on integrated EFTPOS Printers Select a printer and check the operation Microsoft XPS Document Writer 1 Default receipt printer EPSON TM T88V Receipt 2 Default reports invoices quotes etc A4 printer VIDEVELOPADMINBrather HL 2040 series 3 Default kitchen printer EPSON TM T88V Receipt 4 Default labels printer DYMO LabelWriter 450 Click the Edit button Check the Turn on integrated EFTPOS box Four additional fields and or buttons will appear As below This example shows the settings for NZ EFTPOS EFI interface 35 E Front Counter global settings Apply loyalty points to sales specials discount
43. rs Including their contacts and discounts 4 Select System settings Cashier Profiles and set up any cashiers and their access levels 5 Also in System settings Invoice statements Set up the format of your invoices If you intend to use any 6 Select Front Counter then Receipts Format Select the size of paper your receipt printer uses Set up the layout for your cash receipts If you want to include a logo make sure you have a file called logoss bmp and place it in the folder C PSL Database lmages You may need to use the Windows Paint application to change its size to fit the receipt width you use 7 Optional Open Front Counter logon as System Administrator Go to the Client accounts tab Click Loyalty Rules and set up any loyalty cards you intend to use The rest of this manual covers the above set up in more detail 1 The Set up Wizard This section relates to the installation of the base system of Retail Business If you have purchased Front Counter cashier s workstation the set up must be carried out on the PC the base system was installed on The workstation installation does not include these tools When starting Retail Business for the first time you are advised of the default logon settings for the system administrator Take a note of these Click Ok to create them and then enter them into the logon form to start When the wizard starts up you need to Accept the license to proceed further Professionals Busin
44. s Yes No Activate password access Set cash as default POS payment type Enable clothing functions Open Front Counter in auto mode Use touch screen payments form Enable stock line sales buttons on POS Enable customer bookings Disable receipt default message Blank You were served by receipts Turn on integrated EFTPOS EFTPOS Provider X MZEFTPOS EFI interface Your merchantid 1234 Location of EFTPOS driver configuration file C EFTPOS Printers Select a printer and check the operation Microsoft XPS Document Writer Operation Receipts 7 Kitchen Reports Invoices Quotes etc Labels 1 Default receipt printer EPSON TM T88V Receipt 2 Default reports invoices quotes etc A4 printer VDEVELOPADMIN Brother HL 2040 series 3 Default kitchen printer EPSON TM TS88V Receipt 4 Default labels printer DYMO LabelWriter 450 e Select the EFTPOS option you have installed Enter your merchant id this is only required for DPS Payment Express You may wish to enter your merchant id anyway as a means of checking in case you need it Enter select the installation data about the location of the configuration file communications port or required folder In the case of DPS Payment Express you need to locate the file pxpp cfg txt That file will be in the folder C Program files DPS Eftpos on a 32 bit Windows PC and in C Program files x86 DPS Eftpos on a 64 bit Windows PC If you have select
45. s Professionals Company Maintenance Company 1 Description Electrical serv James and Judes 138 Bank Street Whangarei 1 Save Cancel Help 0114 Ead edes liamesandjude sales tax settings Registered Exclusive on Invoices Address Phone Number 09 430 7689 cae in Percent 15 No of Months Last Invoice No 201 100093 M 23 256 249 V Auto generate client codes Last number dessus E Activate system save on shutdown Accounting Basis 4 a Invoice Payment Hybrid Use checkout scale Activate customer bookings 2 In POS Settings select Edit and check the box Activate checkout scales Select Save 38 E Front Counter POS settings am Apply loyalty points to sales specials discounts Yes No Activate password access POS defaults to auto mode Enable clothing styles second hand items functions Use touch screen payments form Enable stack line sales buttons on POS Enable customer bookings Activate checkout scales Select a printer and check the operation Microsoft XPS Document Writer 71 Receipts 7 Reports Invoices Quotes etc 1 Default receipt printer EPSON TM TB8V Receipt 2 Default reports invoices quotes etc A4 printer DEVELOPADMIN Brother HL 2040 series 3 Default labels pr
46. s optional If you do intend to use it you must create at least one bank account You can create multiple bank accounts If you intend to create any make sure you have the most recent bank statement so you can enter the opening balance 1 Create the required bank s 2 Create the required account s for each bank Bank Code Na 00406 Mame ank of New Zealand Branch Postal Address E Physical Address Postal Code Contact Name Phone No Fax E Mail Editing Bank details Enter the opening balance for each bank account 7 To create a bank record 1 Click New 2 Enter the Bank Code No Get this from your account statement It is the first 2 to 3 numbers of your account number 3 Enter the Name This helps you identify the bank in selection lists if you have more than one bank 4 Everything else is optional 5 Go to the Bank Account s tab 6 To create a new bank account click New 7 Enter or select the bank code you previously entered 8 Enter the remainder of the bank account number leave the bank code off 9 Check Use as default account if you want to one to come up first when entering transactions 10 Enter a description This should match the name of your actual bank account 11 If the account is a checking account enter the number of the last cheque you issued EX Active Company is James a nd ude 7 c RH Bank Information Bank Accounts
47. splays Extend these displays This is currently your main display Advanced settings Make text and other items larger or smaller What display settings should I choose Apply In the above example Monitor 2 is selected Note that under Multiple displays it says This is currently your main display Display 1 will be used as the customer display Once that is correctly set go to System Settings POS Settings Check the box Activate second monitor 46 Front Counter POS setting Apply loyalty points to sales specials discounts Yes 7 Activate password access Set cash as default POS payment type POS defaults to auto mode F bucket price d ram Cancel Use touch screen payments form secondhand items zalan h A Save Enable customer bookings Enable stock line sales buttons POS Disable receipt default message Blank You have been served Activate free sales aifts by message on Activate second monitor There is a current store sale active Select a printer and check the operation 1 Default receipt printer EPSON TM T88V Receipt Auto Brother HL 2040 series on DEVELOPADMIN 3 Default labels printer D Y MO LabelWriter 450 Front Counter screen resolution You may need to change the screen s display resolution to get the full POS form to display Use Control Panel Display and change the resolution until it fits If you still can t get
48. ssing forms include additional buttons The To Pinpad button will always display The others depend on the behaviour of your EFTPOS installation In addition the software attempts to connect to your provider and the terminal pinpad when you open the Front Counter functions form If the connection succeeds you are advised Also if it fails If it fails contact your provider to find out if there is something wrong If it fails at this point and you continue to activate Front Counter the To pinpad button is disabled and you must carry out sales using the Offline EFTPOS option Note Front Counter allows the pinpad to print out the EFTPOS receipts You need to configure the EFTPOS to link to the correct receipt printer It will need to be the default receipt printer This means even though Front Counter can recognise the receipt printer based on the settings you enter into POS settings the EFTPOS link must use the default receipt printer Printing EFTPOS receipts is usually a requirement And is certainly required when the transaction requires a signature You can still print off the normal POS receipts should you wish 22 Setting up checkout scales Setting up checkout scales is a two step process 1 In Company Control select Edit and check the box Use checkout scale Click Save This tells Professionals Retail Business that you intend to use scales Without this setting you cannot make any changes that relate to checkout scale
49. t are easy for them to remember And others to figure out 12 Set their access level Generally cashiers need data entry level Other wise they cannot create new customer records or complete invoices The default is periodic user So you need to change it 13 Click Save 14 When the new cashier starts don t forget to tell them both their user number and password In Front Counter you can suspend the sales facility It then needs to be unlocked by entering both number and password Only cashiers with system administrator rights can approve customer discounts that are one off rather then for regular customers When the cashier enters the discount field an authorisation form pops If you don t want to be bothered with this and trust your cashiers completely you need to give them system administrator access Invoice settings It is possible to change the layout of the top of invoices statements and quotes From the main menu select System Settings Then Invoice Statements You can change the size position and font of the Company Name and Description If you left the company description blank in the company control record you may wish to reconsider The description can be used as marketing tool The position and style of the address can be changed As you can see form the following example the phone number and email address are included The form is as follows after an invoice setting has been completed EX Modify invoice an
50. t device driver That is the one shown selected in the scales settings form Currently Professionals Retail supports the CAS PD Il checkout scale only If you are using a scale you wish to have supported please contact us We will check to see if it can be included You will need to ship it to us if we decide to go ahead The CAS PD II scale To enable Professionals Retail Business to use the CAS PD II checkout scale you need to set the ECR type to Type 7 This is not included in the manual Go into setup mode as the manual requires and keep pressing the until you get to Type 7 Then press the O Setting up a customer pole display Your customer pole display must be compatible with the Epson DM series This may require that you change the factory dip switch settings To install the customer display 1 Download the Epson OPOS Adk drivers from here 40 https download epson biz com modules pos index php page prod amp pcat 9 amp scat 38 amp pid 64 Paste the above into your web browser s address line 2 3 5 Select the OPOS ADK and accept the license agreement Download the file V267 ER9 exe or whichever is the latest to your PC Copy it to the PCs that are going to use pole displays Double click the file to install the driver Install using the defaults Front Counter needs to find a file that is installed and it must be in the default location From the Start menu select OPOS Setup OPOS Highlig
51. ter Underhill JJ Macromax Wendy Dykstraco O Carroll Ravi Matel Conkicis Leeanne McDonald Ware Jansen Harmes James First Name Ld Phillip 07 435 888 Partner 07 435 7889 jhardy amp dirrwoodieandbrown co nz 1 To create new client click Add The form changes as follows 16 Customer maintenance for James Electrical Lid Client Code First name Middle Last or company name Adding customer 3 February 2014 CBClientl pas 2 Entera unique Client code 3 First name and Middle are optional 4 Enter a last or company name f the company name is very long you can spread it across all three name fields On invoices statements etc it will be printed as the full name 5 If the client s physical address is different from their postal address enter that If the physical address is included it is used on delivery dockets Rather than the postal address 6 Enter the postal address including post code This must be entered as it is used in documents like invoices quotes and statements 7 Optionally enter the phone and fax numbers If you do you can use the software to find these numbers using Contacts rather than depending on the phone book Also the phone number is included in the reminders list Along with the email address 8 Description of work and Notes are optional 9 Notes are for client specific information You can enter up to 250 characters so ther
52. the time required to load the items manually To import stock from an Excel CSV file the fields must be in a particular order And certain fields must have something in them and be unique The CSV file is the same format as the Professionals stock export file When importing select the Professionals Inventory option in the Import form select Update from inventory maintenance The import file must be in the following format Stock code 20 characters Barcode 20 characters description 240 characters supplier code 20 leave blank if none and must be upper case unit of measure 10 RRP leave any commas out trade price leave any commas out buy price leave any commas out no in stock 0 if none no on order 0 if none If your existing stock system uses the equivalent of stock lines and groups you can include them The stock line column follows the description column The maximum length of the stock line code is 20 characters The group column follows the stock line column The maximum length of the group code is 20 characters If RRP trade price buy price are likely to have values higher than 999 00 you need to reformat the entire column e Select the column by clicking on the letter bar at the top e Right click and select Format e Select custom and from the list to the right select 0 00 That gets rid of any commas e Do this for every column that is numeric Stock code is compulsory It must also be uni
53. tings for both form widths Which form width is used if set when the cashier logs on This means that if you have multiple workstations one cashier can use 80mm the other 60mm EX Receipt settings for 80mm receipts standard settings from database James and Judes User defined settings replaces database settings James and Judes Preview Standard Phone 09 430 7689 17 12 2012 4 17 58 p m Transaction Mo 3989 We support what we sell 24 Banks Street Preview user defined Whangarei 09 438 6596 G 5 T No 23 256 249 17 12 2012 4 17 58 p m TAX INVOKE Transaction No 9999 You were served by G 5 T No 73 2 56 2459 eee TAX INVOICE Company name System standard You were served by Size s User defined Bold Style Italics Underine Bald Underline italics C Underline Notes Tum off barcodes on receipts ehmed ulla deco xd x proof of purchase Packaging must be unopened and items in the same quality they left the shop Style There are two receipt layout options standard settings and user defined 1 Standard settings uses the company record only You can modify the size and style 2 System standard allows you to modify the style of the information both receipt types share the date and time transaction number GST number TAX INVOICE and You were served by name of cashier 3 You can turn off bar codes printing by checking the Turn
54. what is to go in the POS buttons keypad The keypad captions are there as a guide to help you make sure you create all the stock lines you need You can create up to 18 They will be replaced with your own stock lien descriptions when you link in stock lines 2 Create the required stock items you can set them up as packages if you wish to track inventory levels in detail and link each relevant item to the required stock line 3 Link the items of the selected stock line to the stock line selection buttons The following describes linking stock lines to the relevant POS stock line keypad button On the Systems Settings form select POS buttons The following form activates 21 Select line to attach to selected button Line code Descrinti 106 Carters stock line 1 CG Carters stock line 2 CG Carters stock line 3 CG Click the button you want the stock line to use Linked lines and menu buttons Stock line to Button caption P cocktails Alcoholic cocktails softdrinks Soft Drinks theer Tap beer wine Wine by the glass Wine by the glass Wine wines sandwiches sandwiches Mains Main meals including large Main meals desserts Desserts including large akeaway takeaway Takeaways servings bread Breads 5 Item Stock definitions g All snacks Stock items including biscuits and crackers The example above is for Professionals Hospitality Suite The button captions can be changed to more accurately descr
55. y groups so it is not a big bang and set up G S T holidays Enter a description of the item You may want to include size information The description is printed on the sales receipt It also appears on the stock item buttons So make it as clear and short as possible Supplier is optional You need to create supplier records to include their code in the inventory With suppliers included you can arrange supplier orders and replenishment order processing In stock is optional Retail Business changes this value every time a sale is completed You may decrease stock levels to negative values Buy price is optional If you don t enter buy price including GST you cannot carry out stock take in a way that enables you to provide your accountant with the value of stock on hand Enter Trade Price if you offer it Include G S T Enter Retail Price This is not optional Retail Price must include G S T Enter the unit eg Ea M LM Litre etc This is printed on sales receipts Alternate search code is optional This allows you to find items by using your own code system For example part of the description or a serial number Click Save You can include an image of the item if you wish Click Image You need to know where the image file is If a stock item has an image the image button is activated on the stock selection lists Images must be JPEG or BMP files Setting up stock items to be weighed To set up items to be weighed first
Download Pdf Manuals
Related Search