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1. Product Details F4 Clerk quantity M pcs F5 Discount If clerk must be tagged to the entire transaction 2 Click F4 Clerk at the bottom of the window or press F4 Type in the clerk ID or click on F12 button beside the clerk ID field press F12 directly and select the clerk s name from the list Click OK when clerk name has been selected The name of the clerk will appear at the lower right area of the sales window 39 Page subtotal 0 00 6 290 00 SERVICED BY pong To identify a customer with this transaction click F5 Cust located at the bottom area of the sales window Type in the customer account number or use the F12 button beside the cust Acct field to open Customer Search List If customer is new and has no record yet click F11 Add Customer button or press F11 When adding a discount you can do either of the following 1 To give a discount to the entire transaction Click F1 Option in sales window or press F1 or type 0 in product entry field and click on either Subtotal Discount or Subtotal Discount 1 Subtotal Discount N 2 Subtotal Discount 3 Senior Discount A A et Or you can type in 1 for Subtotal Discount and 2 for Subtotal Discount in the Enter Option field at the bottom of this window Enter Option In Subtotal Discount type in a fixed amount of the discount to be given To use discount percentage select Subtotal Disc
2. al 29 Stock Status P ar al hemo Generated by Default Generated by Default Generated by Default Generated by Default Generated by Default To transfer stock inventory from one branch to another go to Inventory gt Stock Transfer gt click New at the bottom of the page Fill in the following in Stock Transfer transaction form Ref Code type in a code for this form alphanumeric Trx Date click on the calendar to selection transaction date Date must not be beyond the current date Transacting Branch click on the transacting branch field to open a drop down list Select the branch where transaction is created From select the warehouse where the stocks will be coming from To select the warehouse were the stocks will be transferred to Memo type in a description or note about this stock transfer transaction Stock Transfer Form Ref Code oni Transacting Branch Fromm To Memo Ref Ma Main Branch Main Branch Main Branch tex bate Products to be Adjusted Ej Batch Select earn erence teeters 11 09 2009 4 Click the Add button to add products for inventory and type or select the product press F12 and type in the additional units quantity and standard cost of the item Then click Save to restore new data If you re creating a stock transfer for more than 1 product click Batch Select Follow the Search Select and Finalize steps Save the inventory transaction o
3. there is another way to view and manage your licenses Click on Manage License header Alliance WebPOS Control Panel Home Maintenance Logout This will show a list of companies and terminals registered with their corresponding license expiration Use the Company and Filter buttons to filter licenses of a particular company and or license expiration due When you want to renew your licenses highlight a license terminal and click Details at the bottom of the page This will redirect you to a detailed view of the selected license Click Purchase new License at the bottom of the page and select the license type to purchase Once you ve selected the license type click Confirm Purchase and select Yes when asked if you are sure with the purchase Please allow Alliance Software Inc 24 hours to process your order If you want to cancel your purchase or a license highlight the license and click Cancel Order at the bottom of the page Confirm cancellation by clicking Yes To discard this procedure click No Only licenses that are Posted see status column can be used for operation ll G Maintenance To change your password click Maintenance header and select Change Password Aliance WebPOS Control Panel Home Manage License a Logout Type in your current password and new password Re type the new password in Confirm Password field Hit OK for new password to take effect To check your user account click User Account under the
4. Settlement Prompt for Clerk when Adding Product Hon oe Allow Change for Check Tender Allow Change for Credit Tender Open the next header Basic Setting and fill in the following fields Detect Quantity in SKU enable by checking the box if you want this WebPOS terminal to reflect the quantity of each product transaction using SKU Auto Search Product for Partial SKU enable by checking the box if you want this WebPOS terminal to perform product search when partial SKU has been detected Accumulate Similar Products During Scanning enable by checking the box if you want this WebPOS terminal to accumulate the quantity of similar products during a transaction or barcode scanning Require Customer During Settlement enable by checking the box if this WebPOS terminal requires a customer ID for every settlement of transaction Require Clerk During Settlement enable by checking the box if this WebPOS terminal requires a clerk ID for every settlement of transaction You may use this to tag each transaction with a clerk and monitor number of transactions per clerk Prompt for Clerk when Adding Product enable by checking the box if this WebPOS terminal requires a clerk ID when adding a product in a transaction You may use this to tag each product on each transaction with a clerk and monitor product sold per clerk Allow Change for Check Tender enable this by checking the box when this WebPOS terminal is allowed to compute
5. Sign off 7 Void Transaction 9 Reprint Receipt j Enter Option Tip You can access this screen by entering O in product entry Pickup Amount F1 Option gt Pickup Amount then identify certain values on the following field Type this can be cash in or out Amount amount to be adjusted in out Memo this is where you can input remarks To void a transaction Click F1 Option gt Void Transaction gt click Yes to void the transaction Authorization may be required to perform this task To reprint a previous transaction when printer suddenly runs out of paper Click F1 Option gt Reprint Receipt gt click Yes to reprint the last transaction Authorization may be required to perform this task To print a cashier s report Click F1 Option gt Cashier Report gt click Yes to print a cashier report Authorization may be required to perform this task To run a partial terminal reading report X reading Click F1 Option gt X Reading gt click Yes to print X reading Authorization may be required to perform this task To run the terminal s reading report Z reading Click F1 Option gt Z Reading gt click Yes to print Z reading Authorization may be required to perform this task 44 Page To change the WebPOS information like company and terminal ID Click F1 Option gt Reset Configuration gt click Yes to continue with reconfiguration Authorization may be required to perform this task To chang
6. Summary Base Product Print Media Summary w Save Journal Journal Directory example D JGURNAL Print Product Summary click to open a drop down list of how your product summary report should be based on Select among Base Product Product Line Division and Brand If product summary is not required select Disabled Print Media Summary enable by checking the box if this WebPOS terminal will include Cash in out transaction summary during printing of X and Z readings Save Journal enable by checking the box if this WebPOS terminal will create and retain a sales summary Journal Directory type in the local path directory where sales journal will be logged or saved Example D JOURNAL txt ll C v Receipt Printing Setup Primary Information Basic Setting Computation Reading Receipt Printing Hardware Interfac Label for Receipt No ORA Activate Printing Attribute Preprint Receipt Header Ed of Lines to Skip Before Header 2 of Lines to Skip After Footer 2 Max Characters Per Line Normal 40 Max Characters Per Line Wide 17 Open the next header Receipt Printing and fill in the following fields Label for Receipt No type in the label of your receipt numbers Default label is OR Activate Printing Attribute enable by checking the box if default format of the receipt is to be used and printed Preprint Receipt Header enable by checking the box if receipt s header is pre printed of Li
7. a numeric value if there is a local tax to be applied on top of the sales tax Service Charge encode a numeric value if service charge is to be applied on top of the sales tax and or local tax Senior Citizen Discount encode a numeric value for discount to be applied during senior citizen transactions Discount to be applied will be in n percent Max Senior Citizen Discount encode a maximum amount of discount to be applied during senior citizen transactions Service Charge is Taxable enable by checking the box if service charge in this WebPOS terminal is taxable Deduct Discount Before Computing Local Tax enable by checking the box if discount should be applied first before adding tax Deduct Discount Before Computing Service Charge enable by checking the box if discount should be applied first before adding service charge ll C iv Terminal Reading Open the next header Reading and fill in the following fields Allow Multiple Reading in a Day enable by checking the box if you will allow your WebPOS terminal users to run multiple readings both X and Z readings in a day s operation Do Not Print Statistics if Zero enable by checking the box if this WebPOS terminal will not include fields with zero values during printing of X and Z readings 10 Page Primary Information Basic Setting Computation Reading Fu Allow Multiple Reading in a Day w Do Mot Print Statistics If Zero Print Product
8. address After typing in your email address click Verify Email Address for the security question to appear Type in the answer you registered during initial sign up and click the OK button After clicking Sign On you will be redirected to your account s control panel home page for License Monitoring left panel and Company Set up right panel Alliance WebPOS Control Panel oday is November We Home Manage License Maintenance Logout Dashboard Welcome MANUEL BUSANO List of Company Managed by You You have 2 registered companies TM Company ID Company Name You have 1 registered terminal 1 APOSN 9090882 manuel O WEBPOS 9110882 sheila License Expiring Within 60 days Company Name TM Expiry Days Left Show License History US Refresh El Detail Jl oye Company gl oP Terminal Refresh 6 Page II B Registering your company To create a record for your company click on the Company button located at the bottom of the company panel right panel aj HEH Detail i Company Terminal q Refresh Make sure to type in a Company Name name of your Main Branch Initial Cashier ID and a General Merchandise Product ID then click Save Should there be a need to change these default values you can return to this page and edit fields to new values These are all alphanumeric fields Make sure to check the Active checkbox if the company your about to save is in operation You may add your compan
9. available for use If you have a different or new price level to set click New button at the bottom of the page Price Level Detail Price Level ID 01 Price Level Hame 4 ZRP Active ne Memo Generated by default Fill in the following price level fields Price Level ID type in an ID for this price level Price Level Name type its corresponding price level name Active checkbox enable by checking the box if this price level will be in use Memo type in description about this price level Click Save to store new price level details 111 B v Account Master create user and customer accounts of your Alliance WebPOS here Users include cashiers and sales clerks Master Records Mainte Product Master Unit of Measure Product Category Price Level Master Care To create a new account for the WebPOS terminal go to Master Records gt Account Master gt New located at the bottom of the page Fill in the following Account Detail fields Account ID type in an account ID for a customer or WebPOS users username for Alliance WebPOS users Account Name type in corresponding name of this user account Active checkbox enable by checking the box if ID is active or in use Memo type in description or note about this account 21 Page This is a customer enable by checking the box if this account pertains to a customer Account Detail Account ID PONG Account Marne Pong Bautista Ac
10. click on the Division field to select among the divisions To set your divisions go to Master Records gt Product Category Brand click on the Brand field to select among the brands available To set your brands go to Master Records gt Product Category Note Product Line Division and Brand are types of Major Product Category This is user encoded which means you can change and add labels and assign sub categories under each anytime To set your Major and Sub Category go to Master Records gt Product Category Click Save once you re done with creating a master record of your product 111 B 1i Unit of Measure Create master record of unit of measure used for your products Master Records hMainter Product Waster Unit of Measure Select Master Records gt Unit of Measure gt New button at the bottom of the page Fill in details of the following Unit of Measure fields Uom ID type in a unit of measure ID e g PCS PK KG etc Uom Name type in corresponding name of the unit of measurement ID example Uom ID KG Uom Name Kilogram Basic Uom type in the Base unit of measurement example Base UOM of Kilogram is Gram encode Gram Decimal Places click on the decimal places field and select among the available decimal places applicable to this unit of measurement Uom Detail Wom ID BUMDLE Uom Name BUND LE Base UGM PIECE Decimal Places 0 Use the Add and Remove buitons at the r
11. customer distribution per hour 111 B Create Master Records Click on the Master Records located in the menu bar Here you will see master records for the following 111 B i Product Master encode all your company s products here manuel Home Price Management Sales Report Inventory Master Records Maintenance Logout Product Master Sales Dashboard To create a record for a new product go to Master Records gt Product Master gt click New on the button at the bottom of the page Keyword an Search hy A ee EM Detail p Refresh J 17 P a g e Fill in data for the following Product Detail fields Product Detail Product ID CHUCK Product Name at chuck man bag Active w Memo chuck man bag Tax Type Inclusive Tax I sell this itern w Unit of Measure ID PES Standard Cost 1 250 000 List Price 3 300 00 Generic Hame man bag Barcodes Product ID type in a product identification field is alphanumeric Product Name type in the corresponding product name to the product ID Active checkbox enable by checking the box if product is for sale or included in inventory Memo description or note about the product Tax Type select tax type to be applied to this product Select among Inclusive Tax Exclusive Tax and Non Taxable I sell this item enable by checking the box if product is for sale If box is unchecked the item won t be seen on the Cashier
12. description or note about this warehouse Address type in this warehouse s address Phone type in this warehouse s phone number Fax type in this warehouse s fax number Email type in this warehouse s email address Warehouse Detail Warehouse ID MAIN i Warehouse Marne Main Warehouse Active w Memo Generated by default Click Save to store newly added warehouse record 111 B x Branch Master encode branches of your company Master Records Mairi Product Master Unit of Measure i Product Category Price Level Master Account Master Bank Master Cash Master Credit Master Warehouse Master Region Master To create a new branch record go to Master Records gt Branch Master gt click New at the bottom of the page Fill in the following Branch Detail fields Branch ID type in a new branch ID Branch Name type its branch name Active checkbox enable by checking the box if this branch is in operation Default Warehouse click on the warehouse field to open drop down list of warehouses set and select the warehouse where this branch belongs Region click on the region field to open a drop down list and select among regions listed where this branch belongs Memo type in description or note about this branch Address type in the address of this branch Phone type in this branch s phone number Fax type in fax number of this branch 25 Page Email t
13. for change when a check payment has been tendered Allow Change for Credit Tender enable this by checking the box when this WebPOS terminal is allowed to compute for change when a credit payment has been tendered Allow Change for Other Non Cash Tender enable this by checking the box when this WebPOS terminal is allowed to compute for change when a non cash payment besides check and credit has been tendered Days to Retain Sales in Terminal type in the number of days numeric this WebPOS terminal should retain sales data during offline mode Upload Data for Every n Minutes type in a numeric value of minutes this WebPOS terminal should upload data to head quarter s server Download Data for Every n Minutes type in a numeric value of minutes this WebPOS terminal should download data from head quarter s server 9 Page ll C iii Computation Setting Primary Information Basic Setting Computation Reading Sales Tax or VAT 9 Local Tax 367 Service Charge 951 Senior Citizen Discount 351 Max Senior Citizen Discount Service Charge is Taxable Deduct Discount Before Computing Local Tax Deduct Discount Before Computing Service Charge Open the next header Computation and fill in the following fields 12 00 0 00 200 00 Sales Tax or VAT encode a numeric value of sales tax or value added tax Value will be applied when computing for tax inclusive or exclusive transactions Local Tax encode
14. or filter Stock Adjustment Stock Transfer and Stock Count go to Inventory and select among the three inventory transactions Set conditions as to how you wish to filter your inventory data Click Search to open a list of results based on conditions set Highlight a transaction and click Detail at the bottom of the page To print a transaction form select Excel or PDF at the bottom of the page To change the status of a transaction see Option If Post Document is selected inventory transaction will take effect and will be posted 30 Page 111 C iv Inventory Reports These reports can be viewed printed and exported as Excel or PDF files Inventory Master Records baint Stock Adjustment Stock Transfer Stock Count Stock Status Stock Ledger Stock Movement Summary Reorder Alert Expiry Alert M A h Adjustment Type Go to Inventory and select among the following Stock Status shows inventory details such as warehouse of inventory lot no serial quantity as of date selected unit of measurement Stock Ledger shows a product s stock in out and stock running balance Stock Movement Summary shows movement of stocks both in inventory and sales Reorder Alert shows products up for reorder based on the date condition Expiry Alert shows products that are about to expire based on the date condition 111 D Price Management 111 D i Manage Price List To change prices of your product
15. terminal Unit of Measure ID select the unit of measure applicable to this product Click on the Unit of Measure ID field to open a drop down list Standard Cost encode the standard cost of this product List Price encode the selling price of this product Generic Name encode the generic name of this product if applicable This can also be used as keyword in search for products in the cashier terminal Barcodes encode the barcode of this product for scanning Product Type set the classification of this product Select among the following General Inventory Lot Serial Inventory products with expiry and or with warranty Services non tangible products Drop Ship product is direct from supplier Kit or Product Set a product composed of more than 1 ingredient component This can be menu items or assembly items which you need to assign certain ingredients components Reorder Quantity type the minimum quantity required in the inventory When this quantity has been reached this product will appear in Reorder Alert report If no reorder tracking is required type in 0 zero Reorder per Warehouse if reorder quantity is different per warehouse click Reorder Per Warehouse button Type in the inventory required per warehouse Click Save once finished 18 Page Product Line click on the Product Line field to select among the product lines To set your product lines go to Master Records gt Product Category Division
16. 22 Page To create a record for a bank go to Master Records gt Bank Master gt click New located at the bottom of the page Fill in the following Bank Detail fields Bank ID type in a unique Bank ld Bank Name type in the corresponding bank name Active checkbox enable by checking the box if Bank ID Name can be used for check payment acceptance Memo type in a description or note about this bank record Bank Detail Bank ID 05 Bank Name Allied Bank Active w Memo Generated by default Click Save at the bottom of the page to store new bank record 111 B vii Cash Master encode accepted denominations blaster Records bainte Product Master Unit of Measure Product Category Price Level Master Account Master Bank Master Cash Master To create new denominations go to Master Records gt Cash Master gt click the New button at the bottom of the page Default denomination records in Philippine Peso are available for you to use To add other denominations Click New at the bottom of the page and fill in the following Cash Master fields Cash ID type in a unique cash ID Cash Name type in the corresponding cash name Amount type in the equivalent amount numeric of this cash record Cash Detail Cash ID 1000 Cash Mame i F 1000 00 Amount 1 000 00 23 Page Click Save to store the newly added cash ID 111 B viii Credit Master encode Credit Companies that you will be accepti
17. Alliance internet software company POS Alliance WebPOS version 1 1 2 Consultant ALLIANCE SOFTWARE INC http www alliance com ph http www alliancepos net 1 Page Alliance internet software company COPYRIGHT AND DISCLAIMER Copyright 2000 by Alliance Software Inc The information in this documentation is subject to change without prior notice This publication may include typographical errors Changes are made periodically to the information herein these changes will be incorporated in new editions of this publication Alliance Software Inc may make improvements and or changes in the product described in this publication at any time without obligation to notify any person of such revision or changes All Rights Reserved No part of this manual may be reproduced by any mechanical electronic or other means in any form without prior written consent from the manufacturer TRADEMARK ACKNOWLEDGEMENT Intel and Pentium are registered trademarks of Intel Corporation Windows is a registered trademark of Microsoft Corporation Sybase is a registered trademark of Sybase Incorporated 2 Page TABLE OF CONTENTS Loe NEW USER SIGN UA at bala tie dios ent 4 ISSONTROLE PANEL larisa 6 LA SIgn INTO CONTO Pane eea a a iodided 6 LB REgistering your COMPANY ista A T IEG Man age POS Mermaid ic a sde 8 11 C i Terminal Primary Informati0N occococcccccccccccccnnnccccnncconnnnnn
18. Maintenance header To edit user particulars click Edit button at the bottom of the page Click Save if you changes to take effect 15 Page ll H Logging Out of Control Panel To end your Control Panel session select Log Out lll STEP 2 HEADQUARTER MODULE Click on the Headquarter System button In Security Verification type in your verified email address and password And click Sign On If you forgot your password click Forgot Password The Reset Password window will prompt for you to encode your registered email address After typing in your email address click Verify Email Address for the security question to appear Type in the answer you registered during initial sign up and click the OK button If you ve set more than one company a window with your registered companies will prompt Highlight the company you want to open and click the OK button Please select a company sheila Yummy Store The Headquarter System is where you create master records generate various sales reports and manage your inventory 16 Page 111 A Homepage In Home Page you can view three panels These panels represent The left panel represents the sales trend per day 30 days You can change this to 1 Comparative Sales 2 Month to Date The upper right panel represents a graphical analysis bar graph based on your product sales This shows you all the products that make up 80 of your sales The lower right panel represents
19. bottom of the page In Manage POS terminals you can define the following 11 C i Terminal Primary Information Define your POS terminal by typing in a terminal ID This is a numeric field A POS registration note can be found right below the Terminal ID field Primary Information Basic Setting Computation Reading Receipt Terminal ID 0001 During POS registration enter the following company ID WEBPOS 9110983 Terminal ID 0001 Use these IDs when running the WebPOS module for the first time Other Primary Information fields Active enable this checkbox if POS terminal is in operation under your company Expires this is a system generated date for WebPOS license expiration Memo you may add a note or description about the Terminal Located in Branch a drop down list dialog box of branches set in Alliance WebPOS Select the branch where the POS Terminal should belong Inventory Warehouse a drop down list dialog box of warehouses set in Alliance WebPOS Select the warehouse where the POS Terminal should belong Note Setting of Branches and Warehouses will be discussed in Step 2 Headquarters System 8 Page ll C ii Basic Terminal Setting Terminal Information Tummy Store Primary Information Basic Setting Computation Fu Detect Quantity in SKU X Auto Search Product for Partial SKU S Accumulate Similar Products During Scanning Require Customer During Settlement Require Clerk During
20. clude sales A message will prompt to confirm if sales data are correct Click Yes to proceed Please make sure all data are correct Do you wantto complete this transaction Alliance WebPOS will now post the sale and list a change guide located at the left panel of the current window 41 Page Cash 7 000 00 Settle Amount Change Guide PCS P 100 00 4 400 00 P 40 00 1 50 00 Transaction is now completed To return to the main screen hit Enter Payee Pri IATA ep or ce tdo e acido a ec de o Bock de peedact ari If payment is in credit click on the F3 Credit button located at the bottom of the Payment window or press F3 Chande j _F2Edit F3 Credit F4 Check _F5 Charge EES You can either swipe the credit card or fill in information for the following fields Credit Card Tender Swipe Card Number 1254567 Card Name MANUEL DIAZ Expiry MPY 1110 Soporoval Code 1234 Amount 4 350 00 Memo Card Number type in the credit card number indicated in the credit card Card Name type in the name of the credit cardholder Expiry MMYY type in the expiry date of the credit card in MMYY format Credit Card click on the credit card field to open a drop down list of credit companies accepted Approval Code type in the approval code Amount type in the approved amount to be charged to the credit card 42 Page Memo type in a description or no
21. complete the pricing scheme configuration you may select either Product Price List if changes of your prices will be product based or Category Group Discount if your prices will be based on product categories Use the Add Remove buttons to add a list of products that will be included in this pricing scheme Product Setting Detail Product ID CHUCK Unit PES ka From Qty 0 f12 chuck man bag To Qty 4 99999 List PricesUnit 1 300 00 Discount Foo Discount in 9 0 0 111 D 1i Pricing Report To view and print a report of your product prices go to Price Management gt Print Product Pricing Fill in filter conditions and select Search Ill E Sales Report To view and print sales related reports Go to Sales Report Use the filters to retrieve exact data you want to view Sales Report Inventory Mas Sales Transaction List Cashier Report Media Tender Report Sales Report by Clerk Sales Warranty Tracking Sales Summary by Branch Sales Summary by Product Sales Summary by Period Product Movement Analysis Sales Book Sales Transaction List shows a list of sales transaction issued receipt This can be filtered by period product cashier clerk branch terminal and customer 32 Page Cashier Report shows a list of transactions created by a cashier and tendered payment details This report can be viewed as a Chart Media Tender Report shows a list of tendered payments and de
22. e is your place of birth What is our middle name Whois your favorite actor Sign Up 4 Page An email verification will be sent to the email address you registered You must click on the link sent to your email address before you can proceed with WebPOS Mi Sohn Tou Fae pre aap wath en VERDC Peg conn yor ieou Gy clepiang ihip irk Bey ad nal gee wath yr gr amo Ep ral Tp pees in pea ered pee ple era Thee aerial Atos cal elated meth i houri vii be ed ett aly Click on the confirm URL to validate your registration A confirmation page will be displayed as shown below Walcomal y AA A be Fa Hean Fep We are now ready to login to the control panel and register our company and terminal Click on the Main Page Click on the Administration Control Panel located in the upper right You can also click New user sign up Now you re ready to set up your company 5 Page ll CONTROL PANEL II A Signing In to Control Panel Under Security Verification in the same page where you registered type in the registered email address and password and click Sign On security Verification Email Address admin alliancepos net amp Sign On k F Forgot Password Alliance WebPOS Enterprise Retail System V6 14 08 91026 Copyright 2009 Aliance Software inc All Rights Reserved If you forgot your password click Forgot Password The Reset Password window will prompt for you to encode your registered email
23. e to restore new data 27 Page Product Adjustment Product ID Fiz chuck man bag Unit PES a Quantity os Cast 1 250 00 If you re creating an inventory transaction for more than 1 product click Batch Select Follow the Search Select and Finalize steps Save the inventory transaction once completed Products to be Adjusted Lis Batch Select If you want the transaction to be posted select Option gt Post Document To void and or reject a document click Option Post Document Reject Document Woid Document To add a different type of stock adjustment go to Inventory gt Adjustment Type gt click Edit located at the bottom of the page Inventory Master Records _Maintenar Stock Adjustment Stock Transfer Stock Count Stack Status Stock Ledger Stock Movement Summary Reorder Alert Expiry Alert Adiustment Type Add new type under Adjustment Column Select between Add Stock and Deduct Stock You may add a note about the newly added adjustment type under Memo 28 Page Adjustment Type Doc ID Click Save to restore new data 111 C ii Stock Transfer o D Yy A E N P Adjustment Name In ut Damages Dispose Pilferag Spoilage Type Add Stock Deduct Stock Deduct Stock Deduct Stock Deduct Stock Add Stock Ad E a J gt TO ck Deduct Stock Inventory Master Records Stack Adjustment Stock Transter Stack Count
24. e your password Click F1 Option gt Change Password gt type in your old and new password Click OK when new password settings have been completed To log out of WebPOS Click F1 Option gt Sign Off To set a price level for a transaction Click F7 Level gt select price level for this transaction using the drop down list then click OK Authorization may be required to perform this task For franking Click F8 Frank Insert the paper slip and press Enter To lock the terminal Click F10 Lock To unlock the terminal hit the Escape key twice To view a product s price with or without price levels applied Click F12 Lookup Type in product s code or press F12 or click on the F12 button 45 Page
25. ight side of the page to create edit a conversion table Select Unselect All ih Add te Remove LA i Ae A After clicking Add type in the Unit and the Multiplier to base Example Unit BUNDLE Multiplier to Base 12 Unit Unit of Measure label 19 Page Multiplier to Base the value in terms of the Base UOM Click Save to proceed with conversion table To remove a line of conversion check on the box beside the conversion you want to remove and click Remove Click Save to restore Unit of Measure settings 111 B 11i Product Category Set up to 6 major product categories and dynamic number of sub categories You may edit the category name In each category you can create sub categories by clicking the List button Product Category Hierarchy Name 1 g List Hierarchy Name 2 Division ist ail Hierarchy Marne 3 Brand List Hierarchy Narne 4 List Hierarchy Mame 5 List Hierarchy Narne 6 List Use the Add and Remove buttons to set sub categories Click Save when sub categories have been set 111 B iv Price Level Master create price levels for your products promos and price extensions which you can also assign to customers Master Records Mainter Product Master Unt of Measure 20 Page To create a new price level go to Master Records gt Price Level Master gt New located at the bottom of the page In Price Level listing default price levels are
26. l will appear in the Terminal List To open details of each terminal set highlight a terminal ID in the list and click the Detail button at the bottom of the page ll D Manage User Log ins In your company details page click the Manage Log In button Manage Logins To add new user credential click on the New button at the bottom of the Manage Logins list Manage POS Terminal Manage Security Access Type in the registered email address of the user you wish to add and click Verify Login ID Note User to add must be registered during Step 1 New User Sign Up Login Information Yummy Store Email Address luis 6020 yahoo com Sh Verify Login ID E TR MANOEL BUSAN Yes Access Level Cashier Default Branch Main Branch o Click on the access level field and select among cashier supervisor manager owner and administration Each access level has pre defined access rights to the WebPOS Select the access level of the user and select the default branch designation of the new user Click Save for new user to be added to the list 13 Page For the new user to appear in the logins list click on Refresh button at the bottom of the page ll E Manage Security Access In Company Details click Manage Security Access to set access rights per WebPOS function based on the pre defined Access Levels e Logins Manage Security Access Change Ownership of Company AA IN In Security Acces
27. man bag 1 500 00 WEPI wepi laptop bag laptop bag 650 00 Keyword amp Search 8 record s be OK Cancel If there is more than 1 quantity of the same product Highlight the product in the Sales Window El Cashier 0001 bes Nov 10 Tue 4 44 PM chu k man bag 4 7 9 100 00 Unit Product Click Detail at the bottom of the sales window or press F2 38 Page Type in the desired quantity of this product and click OK Enter Quantity Quantity l 4 Do the same procedure when adding products in the same transaction Or hit F9 or press F9 Repeat located at the bottom of the sales window To edit the unit of measurement click F2 Detail or press F2 When Product Details window opens click on F3 UOM or press F3 and change the unit of measurement by click on the field to open the drop down list Product Details F4 Clerk e AA n A i NAAA To tag a clerk to this product sale transaction you can do one of the following If clerk must be tagged to a select product 1 Click F2 Detail at the bottom of the page or press F2 When Product Details window opens click on F4 Clerk or press F4 and type in the Clerk ID or click on F12 button beside the Clerk ID field press F12 directly and select the clerk s name from the list Click OK when clerk name has been selected The name of the clerk will appear beside the product in the sales window and in Serviced By field in Product Details
28. na may pen a eecunty riek ta ou and your comprar Inetall am from sources that you bust x Publisher Identity LWKNOWH The publisher of this application cannot be determined yaba Anes UA RESTRICTED Thie SSS may MEES Pour file Sytem and tha intarreet which may pub your computor at rick Click CONTINUE in the next screen and answer Yes to bypass all security alerts 34 Page E appocation install Alliance WebPOS Boutique Desonpiiorm Allan Webi boutique Version installation Preferences Fi Add whectcut icon to my desktop M Start application after installation Iinitallation Location CiProgram Files WobPO5 Continue Cancel After the installation you will be prompted with registration dialog box Use the Company ID and Terminal ID that was issued during company registration This is where it will be used to identify our terminal If you forgot to chat this down you can go back to headquarter system and access Maintenance POS Terminal Select the terminal from the list and it will show you the registration Let s enter our registration as follow Initial Setup Please request ils informaton dom your admir sirabos Company ID WEBPO3S 9102783 Terminal ID 4 1 MOTE Please make sure hal each Terminal ID is uniquely assigned lo on machine Duplicate assigimenis will tender some sales irradia Click OK when you re done and wait for few minutes while the system communicates and initialize
29. nce completed If you want the transaction to be posted select Option gt Post Document To void and or reject a document click Option 29 Page 111 C iti Stock Count Inventory Master Records hl Stock Adjustment Stock Transter F To make stock adjustments due to stock discrepancies based on physical count use Stock Count This will automatically adjust discrepancies Go to Inventory gt Stock Count gt click at the bottom of the page Fill in the following Stock Count transaction form Ref Code type in a reference code alphanumeric field Trx Date click on the calendar to select date of the transaction Date selected cannot be date beyond current date Transacting Branch select the branch where the stock count transaction is created Warehouse to Adjust select the warehouse where adjustment is to be made Memo type in a description or memo about this stock count transaction Click the Add button and type in the product for inventory adjustment and the new count based on physical count Product Stock Count Product ID Fiz chuck man bag Limit Pcs r System Count 6 pp Hew Count iol Waeriance 16 Cost You can use Batch Select if you re creating stock counts for more than 1 product For changes to take effect click Option at the bottom of the page and select Post Document To see the stock count take effect select Refresh System Count in Inventory gt Stock Count To print
30. nes to Skip Before Header indicate the number of line spaces from the topmost part of the receipt paper edge until the receipt header of Lines to Skip After Footer indicate the number of line spaces from the footer to the lower edge of the receipt Max Characters Per Line Normal indicate the maximum number of characters per line when using a normal POS printer 11 Page Max Characters Per Line Wide indicate the maximum number of characters per line when using printers like LX300 for invoice types Header type in text to appear as your receipt s header Footer type in text to appear as your receipt s footer ll C vi Settings for Hardware Interface printer rotary drawer Primary Information Basic Setting Computation Reading Receipt Printing Hardware Interface Welcome Message Welcome Shoppers Happy to Serve You Standby Message Terminal is CLOSED Open the next header Hardware Interface and fill in the following fields Welcome Message type in the welcome message to appear in customer Display Rotary Standby Message type in the message to appear in customer Display Rotary when WebPOS terminal is on stand by mode Printer click on the printer field to open a drop down list for printer settings Select among Off receipt will not be printed Text receipt data will be stored in notepad and EPSON manual cut auto cut of receipt will be disabled Printer Control Device indicate the name of the por
31. ng as Credit card payments Master Records hainte Product Master Unit of Measure Product Category Price Level Master Account Master Bank Master Cash Master Credit Waster To create a credit company master go to Master Records gt Credit Master gt click New at the bottom of the page Default credit companies are available for you to use To add new credit companies for credit card payments fill in the following Credit Detail fields Credit ID type in a credit company ID and name Credit Name type in the credit company s name Memo type in a description or note about this credit company Credit Detail Credit ID 04 Credit Mame aMexco l Memo Generated by default Click Save to store newly added credit company record 111 B ix Warehouse Master encode warehouse records of your company This will serve as inventory locations Master Records Mainten Product Master Unit of Measure Product Category Price Level Master Account Master Bank Master Cash Master La Credit Waster Warehouse Master Branch Master To create a new record for a warehouse go to Master Records gt Warehouse Master gt click the New button at the bottom of the page Fill in the following Warehouse detail fields Warehouse ID type in a new warehouse ID Warehouse Name type in its warehouse name 24 Page Active checkbox enable by checking the box if warehouse is in operation Memo type in a
32. nnncanocaninaninanenaniO Ea Basic Terminal Set oia 9 EA CGOomputatO Mm Setlnd essa etica isi 10 Gl Terminal RAGING ri iS dis 10 LEV RECCIDL IP FMIMEING Set dde 11 Il C vi Settings for Hardware Interface printer rotary drawer oooooccccccccocccnoo 12 Ev Tenant SetindS iii aid 12 LBD Manage User LOGHINS inci ad adas 13 ILE Manage Securty ACCESS tacita 14 I F Changing ownership of COMPANY occcccccccccccccccccccnncncnnnncnnnnnncnnrnnnnnnnrnnnnnnrnnnnnnananes 14 16 Manten ancestro a a a e tease 15 HLH Logging Outof Control Panel cias a a de e dade 16 Ne STEP 2 AREADOUARTER MODULE cocaina ide ds 16 A A AA 17 LB Create Master Record Sveconcccan oca ll PE Eat papi 17 Bl IPrOQUctMaste sisi NAAA 17 BI UNEO Messe a e e e care 19 LB lll Product Galego oras tons 20 IIl B iv Price Level Master contarla radio 21 IB We ACCOUNT NM AE 21 WB Wi Bank Maste sitiar o Shedeeasdle Alea te e situs 22 WEB Vil Cas Mastercard oi 23 HEB VIE Credit Mas teens icon aid rico dae 24 11 85 06 Warenouse Master e a ad edad 24 IB x ALAN MaS ee dla dee 25 IB Xk Regi n Masle citis aa ni 26 BOI Master EISUNG csi a 26 UR A ee tee even ey Orn ne are rst een eee tee eect ere ee are 27 NEC A SOCKA dIUSINE dr at 27 ILEAESTOCK Trastero asis 29 eE ARA O Sedation ease 30 IEC Avento Repo Sssstasicida added dai 31 IED Pice Mana de Mets sisi A baduloa i awedoleeesebbswseadee 31 IDE Manade Price St sica iaa td 31 NED PACO REPO dis cdo 32 MILES ale
33. ount 2 To give a discount to a particular product item Click F2 Detail in sales window or press F2 and click on either F5 Discount or F6 Discount in Product Details window When using a fixed amount to give a discount to a product select F6 Discount If percentage must be used select F5 Discount aS F4 Clerk FS Discount F6 Discount FF Price Level EEE 3 To give a senior citizen discount 40 Page Click F1 Option in sales window or press F1 or type 0 in product entry field and click on Senior Discount or type in 3 in Enter Options field at the bottom of the Option window Type in the base amount by default this is total amount of the transaction of guests of seniors and the discount amount Click OK when completed l Senior Citizen Discount Base Amount 6 750 00 of Guests 1 of Seniors 1 Discount 200 00 Senior Citizen Discount 200 00 PL Lookup Vill CLOSE SALES TRANSACTION PAYMENT When payment is about to be processed Press equal sign or click on the Checkout button beside the product entry field This will make the total amount due appear Enter the amount paid in Cash Field if payment is in cash Payment Press ENTER key or click Settle to conclude sales Esc to go back to product entry cash ooo seme Duo MOI Change Guide PCS Amount Tender Amount After typing in the amount press the Enter key or click Settle to con
34. ppear in your report Once you ve set conditions of your report click on either PDF or Excel buttons at the bottom of the page depending on the format you require E por Gg excel A a To clear conditions set click on the Reset button 111 C Inventory 111 C Stock Adjustment To add your inventory go to Inventory gt Stock Adjustment gt click New at the bottom of the page Inventory Master Records Wilz Demme j Stock Transter In the Type field of the transaction form click on the type field and select among the adjustment types you want to make If it s new inventory of a store or warehouse select In You can select among Out Damages Dispose or Pilferage depending on the type of inventory transaction Ref code Res mos Tate aa oo zo0s EN ain Branch Wain Branch Products to be Adjusted Lis Batch Select las e Encode a reference code alphanumeric field in Ref Code field To edit the transaction date Trx Date click on the calendar Dates beyond current date are not allowed In Transacting Branch field select the branch creating the transaction In Warehouse to Adjust select the warehouse where inventory is to be added or deducted You may add a note about this transaction in the Memo field Click the Add button to add products for inventory and type or select the product press F12 and type in the additional units quantity and standard cost of the item Then click Sav
35. s Repo Esc o 33 IV DOWNLOADING AND INSTALLING ADOBE AIR 0ocoooccccccccccccccccccccocncnccncnnnncnn cnn 33 VS TEP 4 DOWNLOAD POS BOUTIQUE coord a 34 vi OA ANSE UND pda 37 VI BASIC TRANSACCIONAL 38 VIII CLOSE SALES TRANSACTION PAYMENT cccecccceeeseeeeeeeaseeeesaeeesesaseeeeuansentass 42 IX ADVANCED FUNC TIONG OPTION St dane line wu hddote gael aa heen eee 45 STEP 1 NEW USER SIGN UP If you re a new user the first step is to click on the New User Sign Up button Sign Up Users Setup your company and In New User panel fill in all required fields including an active email address New User Sign Up for an Account Email Address deruz figmail com First Hame Diane Last Hame Cruz Phone Humber 662 589 8745 Please include country and area code ie 632 122 4567 Password s FERRERA Contirm Password ob ok ok ot ok oe Security Question Where is your place of birth Answer ob Sh sign Up The password that you will encode here is the password you will be using when opening the control Panel and Headquarter modules Click on the security question field to select among the 3 available questions and encode your answer The selected question and encoded answer will be used in case you forget your password in the future When you re done typing in your information click Sign Up Security Question Where is your place of birth ba ie Answer sh Wher
36. s page click Edit at the bottom of the window and set access rights for each type of WebPOS transactions using pre defined Access Levels Some of these transactions rights include access to the function or report editing of data deleting data printing reports adding new records voiding transactions and other WebPOS transactions Click on the Security Access fields to open a drop down list of access levels per access right Security Access for Yummy Store Rights Security Access Sales Add New Customer Supervisor Sales Print Cashier Report Cashier Sales Change Discount sor Sales Change Lot Manager Sales Change Price Cenar Administrator mam ae em mm Sales Change Price Level Once done click Save to restore new settings ll F Changing ownership of company In Company Information page click on Change Ownership of Company button a Manage Security Access Change Ownership of Company Type in password of the current owner and email address of the new owner Click Verify Login ID button Email must be registered in New User Sign In module If email address has been verified the name and active status of the new owner will reflect Hit OK if the data is correct Manage License 14 Page Change Ownership Current Owner MANUEL BUSANO Password Ekk k New Owner s Email pongbautistafigrnail corn Sh Verify Login ID Marne pong bautista Active Yes In the Control Panel home page
37. s services or create pricing schemes for promos go to Price Management gt Manage Price List Price Management Sales Manage Price List Print Product Pricing Click New at the bottom of the page And fill in the following Price List Detail fields Price List Detail Name Annual Sale v Activa Memo 4th Annual Sale of Manuel All items on sale Limited Period Only Limited Time Only E EN Limited to Branches Limited to Price Level L Reuse Product Definition Product Price List Category Group Discount SOE EE Eee ee A 31 Page Name type in name of the pricing scheme or promo Active checkbox enable by checking the box is pricing scheme or promo is to be used Memo type in a description or note about this pricing scheme Limited Period Only enable by checking this box if pricing scheme is only for a certain period Fill in applicable period dates by clicking on the calendars Limited Time Only enable by checking this box if pricing scheme is only for a certain period of time in a day Fill in applicable time in HH MM format 2400 Limited to Branches enable by checking this box if this pricing scheme is applicable to only one branch or select branches Click the Branch List button and check on the box beside the branches you want to include then click OK Limited to Price Level List enable by checking this box is this pricing scheme is applicable to select price levels To
38. s the data That s it You have successfully installed and registered your cashiering module NOTE To start cashiering module simply click on the WebPOS Boutique icon located in the desktop or access Start program menu Start Alliance WebPOS Boutique as shown below a Vite b POS Boutique fey Alliance ce WebPOS Boutique Location C Program Files WebPOsiWebPos Boutique 35 Page Login to your account using what you set in Account Master Niane PES Terminal No 0001 Alliance WebPOS Boutique W6 14 08 91026 Copprignt 0 2009 Alance Sofware ne ARA Reserved This tanminal is curently closed Do you want lo peram siart of day operation The Alliance WebPOS sales window is now ready for use Welcome Shop is now open VI CHANGE FUND One of the first things that you might want to set is your petty cash of your cash drawer Click F1 Option at the bottom of the sales window or press F41 And click on the Change Fund button 36 Page Options 1 Subtotal Discount 91 Cashier Report 2 Subtotal Discount 92 x Reading 3 Senior Discount 93 Z Reading 4 Change Fund 97 Reset Configuration 5 Pickup Amount 98 Change Password alty Memt Jer 99 Sign off l 7 Void Transaction 9 Reprint Receipt Tip You can access this screen by entering O in product entry Enter Change Fund Cashier Ca
39. shier TIM 0001 Amount 784 50 Vil BASIC TRANSACTION After entering the Change Fund amount you can now start performing transactions In Sales Window enter a product ID in product ID field located at the bottom area Papeta O FSE CFE OoOo F1I Optor ES EE SRSO F 6 Drawer If you are unfamiliar with the product ID you can do one of the following F12 Lookup 1 Enter a character of the product code in product entry field located at the bottom area of the sales window and click Enter Product List Result containing that character will appear 37 Page Please select product from the list Product ID Name Generic Alternate List Price lady laptop bag laptop bag laptop bag laptop bag mod laptop bag laptop bag rione man bag man bag scott man bag man bag trevor man bag man bag wepi laptop bag laptop bag Highlight the product and click OK 2 Click the Search button at the bottom area of the sales window or press F3 6 Drawer Type in a keyword in Keyword field or directly click Enter for all products to appear Highlight the product and click OK Search Product Product ID Name Generic Alternate List Price CHUCK chuck man bag man bag 1 300 00 LADY lady laptop bag laptop bag 1 000 00 JODA laptop bag laptop bag 850 00 MOD mod laptop bag laptop bag 1 000 00 RIONE rione man bag man bag 1 550 00 SCOTT scott man bag man bag 1 350 00 TREVOR trevor man bag
40. t where the printer is attached COM 1 COM 2 etc Customer Rotary click on the customer rotary field to open a drop down list and select among the available customer rotary brands to use ABS Rotary or OPOS If customer rotary is disabled select OFF Rotary Control Device indicate the name of the port where the Rotary is attached COM 1 COM 2 etc Drawer click on the drawer field to open a drop down list of drawers to choose from If drawer is to be disabled select OFF Drawer Control Device Indicate the name of the port where the Drawer is attached COM 1 COM 2 etc ll C vii Tenant Settings Primary Information Basic Setting Computation Reading Receipt Printing Hardware Interface Tenant Setting Tenant Connection Off Tenant ID Server Open the next header Tenant Setting and fill in the following fields Tenant Connection click on the tenant connection field to select between ON and OFF Select ON if as a tenant you are required to transmit sales data to a mall or building server Tenant ID type in your tenant ID 12 Page Server type the server s name Server Connection Info type in server s connection information Backup Directory type in path name directory where back up data will be stored Fill in Tenant Codes 1 5 if applicable When you re done with your WebPOS terminal configuration click the Save button at the bottom of the Terminal Information page Your newly set termina
41. ta w Memo pong This is a customer This is a cashier K E E This is a sales clerk Allow account to logon X Password E Confirm Password Access Level Supervisor T Email Billing Address Phone Price Level click on the price level field if a specific price level is applicable to this customer account This is a cashier enable by checking the box if this account pertains to a cashier This is a sales clerk enable by checking the box if this account pertains to a sales clerk Allow account to logon enable by checking the box if this account ID is allowed to access the Alliance WebPOS If checked password and access level fields will become editable Password type in the password to be used by this account ID Confirm Password re type the password Access Level click on the Access Level field to open drop down list of access levels Select this account s access level to the WebPOS Email type in the email address of this account Billing Address type in the billing address of this account useful when account belongs to a customer Phone type in phone number of this account Fax type in fax number of this account Click Save after filling up Account detail form 111 B vi Bank Master encode bank names records for Check payment acceptance Master Records hulinite Product Master Unit of Measure Product Category Price Level Master Account Master Cash Master
42. tails Sales Report by Clerk shows a list of transactions created by a clerk View your sales summary in a graphical chart by selecting Sales Report gt Sales Summary by Branch or Sales Summary by Product or Sales Summary Period Product Movement Analysis view analysis of your products movement in a graphical presentation and save in excel or pdf format Sales Book view Z readings of each terminal with this report IV STEP 3 DOWNLOADING AND INSTALLING ADOBE AIR We are now ready to install our cashiering module But first we need to prepare our environment by installing the AIR platform from Adobe This is done only once per PC From the live server click on the following button This will bring up the Adobe AIR Download Page Click Download Now and follow the instructions wizard Click yes to bypass all security alert Adobe AIR will be installed in your system V Step 4 Download POS Boutique After successfully installing Adobe Air click on the Download POS Boutique button 33 Page Cashiering Module Download and Install Download and run the package Cpe T ee Local Disk 00 download e m tp sear E ret pa irtallo Pekpg z mi Groat Folders Saa Cancel A new dialog will appear click Install El Appication Install Are you sure you want to install this application to your computer Publisher Li CA H Atop cabo llano Wiebe Dontque hrraadl Cancel nghalling appiratbo
43. te about this credit card payment Click OK when information has been completed Credit information will reflect in the Payment window s right panel under Tender Click Enter for posting When transaction has been completed you can return to the main sales window by pressing the Enter key ales Esc to go back to product entry Pad Tender Amount CL 234567 MANUEL DIAZ 4 350 00 If payment is in check click on F4 Check or press F4 Change EN F3 Credit F4 Check bit Fill in the following fields in check payment window Check Tender Required Amount Issuing Bank Allied Bank Check No 12345678 Check Date 11 10 2009 Format MM DDAYYYY Amount 4 350 00 Remarks Issued by Mr Manuel Diaz Issuing Bank click on the Issuing Bank field to open a drop down list of accepted banks for check payments Check No encode the check number indicated in the check Check Date indicate the check s date in MM DD YYYY format Amount encode the amount indicated in the issued check payment Remarks type in description or note about the check payment Click OK when information is complete In the Payment window check payment details can be found in the Tender table located at the right panel of the window Hit Enter for transaction to be processed and completed To return to the main sales window press the Enter key If amount due is to be charged to a customer s account click F5 Charge in payment
44. window or press F5 Type in information for the following fields Cust Acct type in the customer s ID or click the F12 button or press F12 to open the customer accounts list Amount type in the amount to be charged to this customer account Memo type in a description or a note about this payment 43 Page Click OK when information is complete In the Payment window customer account details can be found in the Tender table located at the right panel of the window Hit Enter for transaction to be processed and completed To return to the main sales window press the Enter key If coupons are used as payments click F6 Coupon or press F6 Fill in details for the following fields Coupon No type in the coupon number indicated in the coupon Amount type in the amount to be charged to the coupon Memo type in a description or note about this coupon payment Click OK when information is complete In the Payment window coupon payment details can be found in the Tender table located at the right panel of the window Hit Enter for transaction to be processed and completed To return to the main sales window press the Enter key IX ADVANCED FUNCTIONS OPTIONS Options 1 Subtotal Discount 91 Cashier Report 2 Subtotal Discount 92 x Reading 3 Senior Discount 93 Z Reading 4 Change Fund 97 Reset Configuration 5 Pickup 4mount 98 Change Password 99
45. y s particulars in fields such as address telephone number TIN number and memo respectively Company Information Managed By MANUEL BUSANO Company Name Yummy Store Active w Address 4F My Mall Cebu City Philippines 6000 Tel No B32 455 7845 Tin Ha 123 456 7589 Memo kiddie party store Sales Tax or VAT 3671 12 Default Tax Type Inclusive Tax T Default Product Type General Inventory Hame of Main Branch Main Branch Initial Cashier ID 1 General Merchandise Product ID OO1 For initial sales and product information type in your default Sales Tax or VAT in percentage value and select among the default tax types available by clicking on the default value This will open a drop down list of tax types Select among Inclusive Tax Exclusive Tax or Non Taxable Selected tax type will be applied when computing for sales tax The value encoded in the Sales Tax or VAT field will be applied when Inclusive Tax or Exclusive Tax is selected When information is complete click the Save button at the bottom of the page The first Step in setting up the company is done Now you need to set POS terminals under the company manage log ins and security access 7 Page II C Managing your POS Terminal On the same company registration page click Manage POS Terminal button Manage POS Terminal f Manage Logins Manage Security Access Change Ownership of Company Click the New button at the
46. ype in email address of this branch Bank Detail Bank ID 05 Bank Mame Allied Bank Active w Memo Generated by default Click Save to store newly added branch record 111 B xi Region Master encode the regions where your company or stores operate Master Records bainte Product Master Unit of Measure Product Category Price Level Master i Account Master Bank Master Cash Master Credit Master Warehouse Master Branch Master Region Master To create a new record for a region go to Master Records gt Region Master gt click New at the bottom of the page Default Philippine regions are ready for you to use To add new other regions not yet specified click the New Button at the bottom of the page fill in the following Region Detail fields Region ID type in the region s ID Region Name type in the region s name Active enable the checkbox if this region s record will be in use Memo type in a description or note of this region Click Save to store newly added region 111 B xii Master Listing print a list of your master records created Go to Master Record gt Master Listing Select among the different listings that you can print Master Listing E Product List ej Account List Bank List Credit Company List Price Level List Branch List Region List Product Category List 26 Page Each listing will redirect you to a page where you can filter the data you want to a

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