User Manual - POS of America
Contents
1. Triple track MSR Rear view 1 2x20 VFD customer display 2 Printer paper exit 3 3 thermal receipt printer 4 Printer button Page 5 I O connectors COM4 port COM2 port LAN port RJ 45 12V power connector PS 2 keyboard port RJ 11 cash drawer port COM3 port COM1 port USB ports 1 2 3 4 5 6 E 8 9 aaa Adapter f ADSL modem or router Keyboard its USB Compliant devices Cashdrawer Page 6 Powering the machine on and off 1 Locate the I O panel that is at the bottom of the machine ri or T A A MED 2 Connect the adapter to the power cable and then insert the power plug into an electrical outlet AC100 240 V 3 Press the power button it s at the bottom left of the machine The power LED turns on To turn off the machine shut down the operating system The main power turns off automatically cm MS a Ca E 600 A ca S Page 7 Installing the thermal paper roll Press the release and open the printer cover Insert the thermal paper roll as shown on the picture Pull a portion of the paper over the printer output part 4 Close the cover and press it down until you feel a click Page 8 Select your type of business HioPOS offers you different type of business which helps you to automatically personalize your new Point of Sale Choose the one that better adapts to your business Data Base Creation In thi2. sale Then enter the amount tendered from the client If the amount is equal or bigger than the TOTAL TO PAY HioPOS will suggest you the change to return to the client One part of this change can be destinated to tip If the entered amount is smaller than the TOTAL TO PAY HioPOS will not allow you to finish the sale unless you specify another payment mean 3 4 DISCOUNT If you want to make a discount in the amount or percen tage you can press over Discount and enter it through keyboard To finish select if you want to Ed Discount by percentage or El Discount by amount Page 12 3 5 COLLECTION IN ANOTHER CURRENCY To collect in another currency different from the main one press on l Currency and select the currency for the pay ment type of the client This option will only be visible if HioPOS is configured with more than one currency See the configuration section to see how to incorporate a new currency 3 6 ACTIVATE PRINTOUT You can choose to automatically print when finishing a sale or not Press on the Activated Printout to finish without printing or press on Deactivated Printout to go back to the previouse situation Moreover you can check how the image Finish Sale changes according if the printout is activated or not 3 7 SALE ENDING Press on Finish Sale to finish the sale If the printout is activated it will automatically print the ticket You can dis tinguish if it is activated or not through the ima
3. entered the content of the cash drawer press M Finish and the report will appear in the screen and it will also be printed In this cash count report you can see the detail of all the sales and operations that have been done If you do not want to enter the content of the cash drawer you can also do the cash count but HioPOS will not calcu late the possible discrepancies PURCHASE To accede to this option press Purchase in the sale screen This option is only visible if you do not have any current sale and the user has permission to do purcha Ses This option will allow you to make the list of items to buy HioPOS suggests you for each item to buy the quantity sold since the last time you have bought it You can change the purchase units by pressing on Purchase and ente ring the quantity through the numeric keypad Those items that you select will be added to the list of items to buy You can change the items family by selecting a new family Once you have finished with all the items press on Purchase and the list of items to buy will be printed For each item HioPOS will not propose to purchase it until you buy it at least once CONSULTS Accede to this option by pressing Consult in the sale screen This option is only available if you do not have any current sale and the user has permission to do consults 1 SALES In the Consult menu select A Sales On the left side you will see the sale list This l
4. SwPo gt User Manual Before you connect start or configure your new point of sale terminal please read carefully this User Manual This publication including all photograhs illustrations and software is protected under international copyright laws with all right reserved Neither this manual nor any of the material contained herein may be reproduced without written consent of the author The information in this document are subject to change without notice All product names used in this manual are the properties of their respective owners and are acknowledged Version 1 02 September 2008 HioPOS Unpack Box Content Components identification I O connectors Connecting Peripherals devices Powering the machine on and off Installing the thermal paper roll HioPOS Configuration HioPOS Use Sale POS Movements Cash count Purchase Consults Statistics Backup HioPOS Unpack The machine and cable accessories are packed in a cardboard carton with foam padding for protection during shipping Box Content Power Connection cable with external power supply Touch Terminal with printer magnetic card reader and incorporated customer display User Manual License Thermal paper roll of 3 User Manual License Page 4 Components identification Front right view Power Button 10 4 inch TFT LCD 5 wire Resistive touch YO Panel LED Power Indicator
5. e you have finished the configuration process please accede to the section Items in the configuration Page 10 12 13 14 Items Display This screen shows you the families and the items as they will appear in the sale screen Pressing and draging you can change the items and families order as well as changing the family of the items HioPOS also allows to associate images or colors to families and items You can modify them in the section Items from the configuration once you are using HioPOS after the configuration process Finishing the configuration process You have finished the HioPOS configuration pro cess Remember that you can change any of the values that you have entered by accessing to the Configuration section Training Mode Then HioPOS will show you two screens that will inform you in detail about the Training Mode wor king SALE 1 SELLERS SCREEN To start working select a seller by pressing on the image If the user is protected with a password you will have to use the numeric pad to enter it To go back to the Sellers screen from any point of the program press on the seller image which is located in the top right corner from the screen 2 SALE SCREEN 2 1 SALE Select the items that you want to sell by pressing on them in the area O They will be added to the sale and you will be able to see them in the area The items are organi zed by families To change the
6. erent statistics 8 Week it indicates the sales of one day by default the ones of the current day and it compares them with the average of the sales done during the same day of the week by indicating if the current sales are bigger or smaller i Month it shows the sales day by day within one month You can browse within the different months through the arrows Page 13 Es Year it shows the sales month by month within one year You can browse within the different years through the arrows WA History it shows you all the sales year by year You can browse within them through the arrows In any of this statistics the Graphics reflects Sales Number Sales Amount or Sale Average Selecting any of them HioPOS will show you the correspon ding graphic You can select if you want to see the Statistic with Taxes inclusive or without You can also print the statistic pressing E Preview Hours it shows you the sales distributed by hours and comparing them with the ones of the last 3 same days of the week To select other day press KM Fil ters You can select the statistic by Amount or by Sale Number You can also see them with Taxes inclusive or without 2 SALES DETAIL The statistic of the second tab can be detailed by El Item by El Family or by F User You can select the period pressing ial Today Ei Week E Month igi Year or spe cifying in detail through KM Filters The statistic always shows the amount and
7. family press on the family to select in the area Units If you want to sell more than one unit for the same item enter the quantity through the numeric pad Select after the item Price If you want to fix the price before selecting it enter the price and press on the currency symbol in the numeric pad Select after the item There are four more areas which are 2 2 OPTIONS TOP AREA SCREEN In the top part of the screen O you will find different options Permanently Help It will guide you to do any operation E3 Close It will bring you to the Sellers screen If you have an started sale when you identify yourself it will restore it Seller Image Same functionality than the Close button If there is a sale 4 Leave on hold To assign a number or a name to the current sale and start a new sale To restore a sale on hold select it from the area To make a better search press on the magnifying glass Subtotal It prints a subtotal from the current sale JA Total It brings you to the total screen see it later to finish the sale If there is not any current sale a Configuration It gives access to modify the HioPOS configuration parameters as well as the items prices and other advanced options configura tion Consult You can accede to the sales purchase and cash count history see later Purchase You can accede to all the purchase func tionality see later Pos Pressing th
8. ge js or the image in the option Finish Sale POS MOVEMENTS 1 CASH IN You can register all the cash in not related with one sale It is necessary to do the cash count at the end of the shift You can accede through the option Pos in the sale screen Enter the observations and the tendered amount for each payment mean For the cash payment mean pressing EA you can enter the detail in bills and coins To finish press on Y Save and it will be automatically printed 2 CASH OUT You can register the POS cash out It is necessary to do the cash count at the end of the shift You can accede through the option Pos in the sales screen Enter the observations and the tendered amount for each payment mean For the cash payment mean pressing EA you can enter the detail in bills and coins To finish press on W Save and it will be automatically printed CASH COUNT To make a cash count press the option EiCash count in the menu Pos of the sale screen This menu is only visible if you do not have current sales and the user has permissions to make cash counts If you want that HioPOS calculates the possible discre pancies in the cash count you should enter the current amount in the cash drawer You can specify the quantity for each payment mean You can enter the total amounts or enter the detail by pressing KA If you have received Money in more than one currency you can select them from the screen Once you have
9. is option you have access to cash in and cash out to do cash counts and to open the cash drawer A Statistics lt gives access to HioPOS statistics that you can find later detailed LOL 2 3 SALES ON HOLD AREA In this area O are located all the sales on hold indepen dently to the seller that has put them on hold To restore a sale on hold you just have to press on it Press on the magnifying glass to search a sale between all the ones that are on hold If you have a current sale which is not on hold and you press on a sale on hold HioPOS will offer the possibility to add these sales lines to the selected sale on hold 2 4 TICKET LINES AREA In this area all the selected items are added By pres sing on one or several lines HioPOS offers you different options depending on the users permissions of the user that has been identified E Apply discount It allows you to enter a discount percentage for the selected lines nm Complementary It fixes the price to cero for all the selected items Change price It allows to fix the unit price for all the selected lines ca Change units HioPOS will request the units and will fix them for all the selected sale lines Delete It deletes all the selected lines Credit It creates the same selected lines but with negative units En Page 11 2 5 TIQUET TOTAL AREA In this area it shows the total of the sale When pressing on it it will appear the following op
10. ist can be filtered by dates or select if you want to see the ll Sales El Credit Notes or Fi Invoices sales associated to a client On the right side you can see the detail of the sale selec ted from the list This sale can be printed by pressing the button El Print can be returned by pressing EN Credit or enter the tip by pressing on EJ Tip If the selected sale has been credited you will see over it mark indicating it Besides you can consult this credit note by pressing E Credit In the same way if you are consulting a credit you can consult the original sale by pressing El Go Sale 2 PURCHASES In the menu Consult select fi Purchases On the left area you will see the purchase list The list can be filtered by dates On the right area you can see the purchase detail selec ted from the list This purchase can be reprinted pressing El Print 3 CASH COUNTS In the Consult menu select Cash count On the left area you will see the cash count list The list can be filtered by dates On the right area you can see the cash count detail selec ted from the list This cash count can be reprinted pressing El Print STATISTIC You can accede to this option pressing ki Statistics in the sale screen This option can only be visible if you do not have any current sale and the user has permission to do statistic The different statistics are sorted by tabs The Statistics are 1 SALE In the first tab you can find diff
11. lute values by pressing Totals or compare the ll Average per day You can select if you want to see it with Taxes inclusive or without You can also print it pressing i Preview 6 TAXES In this last tab you can calculate the detail of the taxes applied to the sales You can select the period pressing W Today Ei Week E Month i Year or specifying in detail through il Filters You can also print it pressing E Preview You are the only responsible of your data so you have the obligation to keep a correct backup policy of your data HioPOS offers you the tools to do it Each time you close HioPOS this will show you when the last backup has been done and will give you the possibility to do it at the same moment by pressing Make a backup now y Ei ho ior fetch off r ue F cl E Thor Aoi 14 2008 Haka bu KIRI rA Then HioPOS will ask you to connect with a USB memory When you connect the device HioPOS will automatically launch the back up and inform about the result Page 15 SwPo gt For more information about the different functionalities that HioPOS can do you can consult the website www hiopos com
12. mized to work with your currency If you also accept other currencies you should select them from the ones of the list If you want to add another currency later or delete one of the selected ones you can do it through Configuration If you have selected more than one currency you should enter the exchange rate respect your currency If later you want to change these exchange rates you can do it through Configuration Devices Test HioPOS has already configured the needed devices for its working From this screen you can test the correct working of these devices Select a device and press Test device This screen is also available in Configuration Company Data Introduction In this screen you should enter the data from your establishment These data appear in the printed ticket as you can see in the right part of the screen HioPOS puts at your disposal three printout designs to choose You can test how they will appear printed by pressing Print You can also make your logo appearing in the printed tickets To load the logo press over Select logo Once you have finished the configuration process you can accede to this screen from the Configura tion section to modify these data Payment means selection In this screen you have to select the payment means that you accept when finishing a sale Once you have finished the configuration process you can modify the selection by goi
13. ng to the Confi guration section Page 9 10 Users Creation 11 From this screen you can create all the Sellers from your establishment and give them different permis sions and passwords The administrator user is created by default with all the permissions It is important to take into account to store the assigned password in a safe place in order to prevent future access problems to the profile To modfy these values once you have finished with the HioPOS configuration process you can go to the Users section in the Configuration Prices and Items introduction From this screen you can enter the sale items orga nized by families and you can also enter their prices and their taxes If you have barcode reader and you want to sell faster the items with barcodes you can also enter them from this screen You have to create first the family by entering the description or by selecting a family from the gallery that HioPOS offers you Add to each family its items by entering description price and tax The last column is the corresponding to the barcode Remember that if you want an item with free price you should leave blank price and HioPOS will ask you the price every time you select it for a sale You can add more families and items HioPOS will put at your disposal a predefined items gallery in case you want to add them To accede to it press on Library To create or delete items and families onc
14. s screen you can start a new installation or res tore a previous backup Press Start new installation to start from the beginning Area selection and date and time settings HioPOS is customized for your country If your coun try has different taxes by areas you should select your area Fix the correct date and hour settings Taxes Selection HioPOS has automatically created the taxes If you want to change them please use this screen Once you have finished press Continue Once you are working if you need to change this configuration you can do it through Configura tion in the Taxes section General working selection In this screen you have to select if your sale prices include taxes or not You should also select if there is a different tax for the Take Away sales take away sales or items sales which are not consumed at the establishment This question will only appear if your business is an Hospitality business Once that you are working if you want to modify this configuration you can do it through Configura tion in the Taxes section If you want that when you finish a sale HioPOS auto matically proposes you the tip you should enter here the tip percentage This question will only appear if your business is an Hospitality business If you want to modify this setting later you can do it through the configuration Currency Selection HioPOS is already custo
15. the units with the percentage that suppose over the total You can select if you want to sort by amount or by units The accumulated will show the accumulated percentages of the amount or the units depending on how you have sorted You can select if you want to see them with Taxes inclu sive or without You can also print it pressing E Preview 3 PAYMENT MEANS You can found it in the third tab It shows the detail collec ted by payment mean You can select the period pressing W Today Ei Week E Month Year or specifying in detail through il Filters Page 14 Moreover you can consult the detail of the amount collec ted by any of the sellers pressing F By user You can increase the detail level for each line pressing El You can also print it pressing E Preview 4 AUDIT You can consult the El Returns and the E Discounts You can select the period pressing il Today Ei Week El Month WiYear or specifying in detail through KA Filters You can increase the detail level for each line pressing El You can select if you want to see it with Taxes inclusive or without You can also print it pressing E Preview 5 COMPARATIVE Located in the fifth tab you can compare your sales bet ween two different periods You can easily specify the periods to compare pressing on them It will compare the values of the Sales Number Amount and Sold items lt shows them in a numeric and in a graphic way You can select to compare abso
16. tions E Discount on the total It allows to enter a discount percentage on the total of the sale T Delete sale It removes all the sale lines and starts a new sale Split It allows to split the sale in several sales You can see a detailed description of this working in the section TOTAL SCREEN 3 TOTAL SCREEN You can finish the sales from this screen You can assign a client to the sale register how the client has paid if the client gives tip if the sale has been split if a percentage or amount discount has been applied 3 1 CLIENT ASSIGNATION Press on HL Client and a template to enter the client data will be displayed When you enter the VAT number if it has been previously entered HioPOS will show you the entered data Press ok to assign the client to the sale All the sales with assigned client should have a different num bering than the sales without client 3 2 SPLIT Press lt j Split if you want to split the sale in different notes HioPOS will ask you if you want to split in equal parts or indicating which items are incorporated in each sale Then you can indicate in how many notes you want to divide the current sale Once you have created the notes you will see them on the screen Selecting lines you can move the items between the different notes From this screen you can also finish the selected note by pressing Total 3 3 COLLECTION Select the payment mean that the client is using to pay the
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