User Manual
Contents
1. Select Close if you don t wish to print it then select Save amp Close to finish then Save amp Close in the Sales screen which will show the booking at the top of the records for that customer Note the latest booking or invoice is always at the top Note there are a number of other ways of finding the Item you want to book To do this click drop down arrow under Item then the Description drop down arrow box next to the cross Select the appropriate method and begin typing as you did above then click Select when found Hoskings E Paud Setup Toos Wm Pets G Davies me El oo Frere Coste ro EEO CLONE 36 Test amp Tag The Test amp Tag feature is used to record testing of electrical equipment for OH amp S requirements and to produce Electrical Safety Compliance Records compliant with AS NZS 3760 How to record an electrical safety test that has passed 1 From the drop down menu at the top of the main screen select Maintenance then Test amp Tag to open the Test amp Tag List Items are shown in order of description 2 Double click the item you wish to test This will open the Test amp Tag form for the item 3 Comments will default to PASSED New Tag No will default to the next available tag number Type in a different tag number if needed 4 Click the date button to right of the New Test Date box This will insert the current date shown on the button into the New Test Date box 5 Select2. 1 440 00 512051 Amount Paid 0 00 Thankyou for your business We really Balance Due 1 440 00 appreciate it Wed 19Ape 0 g DE amp Waste Removals Peter Stevens Retun Fi 16Jun 06 1 Steve s Mowing Steven Gregson Retum Fri 16Jun 06 1 The Lawnmower Man David Tomson Test amp Tag Mon1SJun0 Test amp Tag 1 Items Retum Sun 20 Aug 0 Glenys Miller Maintenance Fr 13 Oct 06 9 Lawn Mower 2 Stroke 1 Retum Tue 26Jun07 Eass Mowing amp Waste Removals Peter Stevens Invoice Sat 30Jun 07 The Lawnmower Man David Tomson 2 Invoice Wed 25 Ju 07 Steve s Mowing Steven Gregson Retum Tue Feb08 Glenys Miler Sun 12 Apr 09 Brian Wilkins StandDown Sun 12 Apr 09 SD 1 Kanga Extreme Weather 10 04 2009 to 12 04 2009 The stand down will remain on the reminders list until completed To complete the stand down you simply double click the reminder to open the Save amp Close the invoice Note the stand down is now shown on the reminders list relevant invoice Then go to View gt Stand Downs to open the stand down list for the invoice Double click the stand down to edit tick the Completed box then Save amp Close 24 Cash Book The Cash Book is a register of all financial transactions recorded in HirePOS It includes all payments received from customers and all expenses paid to suppliers as well as pending transactions transactions that have not actuall
3. iiec ke ra rites rre ra na natae naja ain 19 Receiving Deposits and Pay Ments detis the d kata ERR RR Ra ERR a Rae 20 Previewing or Printing the INVOICE ikke ee seria strida eiai ah ERR RR ERR ada dada 20 Save amp Close the INVOICE s dosi ed ose mesdptess ordres ned tdon nr rtenteodrcnitegu d ced deg ts 20 Partial Returns iiuisscssunMvadaierVtsxP vans vaa REREEERRP SERE ERKTRERNUERREERREFAEEEEFEFRVIARREVEG 21 How to complete a partial return sis cessa aeo iex Rp e ra pex vi t Dex Pau erede red 21 Stand DOWTS ciens a EE RAERR RERRRERIRRRRRRASERREEERKEFRREERRARREERREREARERASNANRIEARRRRRIERE CREDE 22 How to record a Stand Down against a Hire 22 Cash BOOK e aa iri 25 How to open the Cash BOOK ntm aded esr tace diei 25 How to change the date ranges asi e enn xr aen ee a acera ii d e oe a a e EO al 25 View transactions by Income amp Expenditure account 25 How to view or edit a transaction enne nnn 25 How to create a new Withdrawal Deposit or Account transfer 26 New Withdrawal or Expense esser eere enne nnne nnnu unu uanu uan u anon 27 How to create a New Withdrawal or Expense seseeesseeennn nn 27 New Bank Deposit for Multiple Transactions s 29 How to complete a New Bank Deposit ootereeerena ern rn tenni nne an 29 Bank ReconcillatiOrn ii eee ssa sean sesa VER KRRRFERRRERRREENEEESERERNERRRRRENU
4. 2 The Deposit Date will default to today s date Alter the date if required 3 Select the bank account to deposit to from the Deposit to Bank Account drop down 4 Select the cheques and other transactions to be deposited to the account by clicking the box to the left of them 5 Enter the reference for the deposit in Reference box if required 6 Click Save Deposit amp Close 29 Bank Reconciliation The Bank Reconciliation function ensures that the transactions made within HirePOS match the withdrawals and deposits on your bank statements You should reconcile HirePOS transactions with your bank statements regularly i e as soon as you receive your bank statements l or if you have an online bank account you can print out your bank statement and t Le arg tamne het eam reconcile more frequently The process of reconciling is simply a matter of checking off the transactions in HirePOS against the transactions on your bank statement You will also need to enter bank fees and bank interest and make any adjustments if errors are found e o Q o How to reconcile a new bank statement 1 Firstly you need have your latest bank statement on hand 2 From the Main Menu click Banking then Bank Reconciliation This opens the Bank Reconciliation window 3 Select the Bank Account from the Account drop down lbutton If this is the first time you have reconciled this account you will be prompted to add
5. Customer Codes Optional If you require customer codes either auto generated or your own for bar coded customer cards for example then go to Setup Preferences Miscellaneous tab and check the Use Customer Codes box This will show an additional Code column when searching for customers How the Sales Prompt field works Use the Sales Prompt field to throw up a warning when you go to make a sale for the customer 10 Example You may wish to warn customers of an account overdue remind them of parts to pick up or remind staff of a bad debtor 11 Suppliers Every bill or expense transaction must be assigned to a supplier including your bank who charges fees Suppliers can be added in batches though the Setup menu or you can add a new supplier on the spot as you enter a new bill or expense How to add new Suppliers 1 From the Main Menu click Setup Menu then click Suppliers 2 Click the New button in the Suppliers List window 3 Enter all relevant details and the Default Expense Type Note You can add a new Expense Type on the spot by clicking the asterisk button next to this field Click the Save amp New button to save the record and add a new supplier or click Save amp Close to save the record and exit the Suppliers screen 12 Item Categories The purpose of Item Categories is to allow you to group items into the same category so that when you lookup availability you can hire o
6. Item Category Will adjust prices on all items that belong to the selected category Item Type Will adjust prices on all items that belong to the selected item type ALL Items Will adjust prices for all items Adjustment Percentage Percent Enter the percentage to adjust prices by Enter a number only Do NOT enter negative or percentage signs Use 5 Cent Rounding To avoid having to round cash amounts at point of sale it is recommended that you check this option Increase or Reduce Select the Increase or Reduce option Increase is the default Once the appropriate options have been set click Commit Price Adjustments Note Adjusting item prices does not adjust prices of existing invoices in the system Only the default price lookup is adjusted 43 User Restrictions HirePOS allows you to limit users to specific functions within the program At the basic level you can run the program in Restricted mode or Administrator mode More advanced levels allow you to set restrictions for specific users and also require they provide a password to access the program General Restrictions 1 From the main screen go to Setup Preferences then click the Restrictions tab 2 Enter an administrator password in the Restrictions Administrator Password box And enter again in the box below to confirm the password 3 Click Save amp Close At the bottom right side of the main screen there is a button Logoff Indicates
7. according to Microsoft caused by badly written device drivers Because so many people report bugs and problems with drivers they re updated very quickly so it s worth doing a periodic check to see if updates have been released Replace any suspect network equipment Patch cables are not expensive Use the snagless types which are less likely to be bent and disconnected if someone pulls the cable too tight If you re using a hub to connect your network then consider replacing them with switches Although this approach is drastic it does bring other advantages to your network the most noticeable being speed Switches break the LAN into separate collision domains meaning that fewer collisions occur and so fewer packets have to be present across the wire A collision is when two machines on the wire talk at the same time and their data packets collide having to be re sent Take a close look at your virus checking software Any kind of TSR style real time virus checking can cause corruption in all kinds of files Access more than any other If you have a real time monitor on your network disable scanning of MDB files Do remember though MDB files are a good spot for virus writers looking to hide malicious code so scan anything that comes into your network before letting it loose on your users Use the Compact and Repair utility regularly Access files never get smaller even if you delete data until you comp
8. 12 04 2009 800 am 2Days OHrs Rd N Reason E xtreme Weather Notes Kanga is locked up undercover onsite o Save amp Close Enter the Start Date Time and the Finish Date Time if unknown you can leave the Finish blank and enter when the stand down is actually completed Use the Time Span dropdown if you prefer to enter the period of stand down time Enter a reason for the stand down this field is required Enter any notes or details about the stand down optional Note In the above example the stand down period is for 2 Days Click Save amp Close to save the stand down record Stand Downs ET Down Los coe Start Date Finish Date Reason T 10 04 2009 12 04 2009 Extreme Weather 9 Close the Stand Down list 10 Note the invoice has now auto calculated the hire units and charge as 8 Days The stand down period of 2 Days is shown below the Time Span box and the 2 Days have been deducted from the 10 Day hire period so the customer is now charged for 8 Days 23 11 Invoice Brian Wilkins nvoce v River Street Invoice 123456795 Echuca Date Phone LI Estimated Date Time FROM Estimated Date Time TO Time Span Estimated Stalf Member 270472009 8 00 am 12 04 2009 8 00am 10Days OM Actual Date Time FROM Actual Date Time TO StandDown 2 Days Stalf Member 2204 2008 8 00 am vll 3h mil T1 9 T Cached Tax Inc Total Amount
9. If not leave this box unchecked Click Save amp Close when completed 15 Income amp Expenditure Accounts Each financial transaction has a category recorded against it so they can be summarized for accounting purposes HirePOS refers to these categories as Income amp Expenditure Accounts Some other systems refer to them as the Chart of Accounts Examples Accountancy Fees Bank Charges Bank Interest Telephone Repairs amp Maintenance HirePOS already has some Income amp Expenditure Accounts setup to save you some data entry time but these accounts should be reviewed with your accountant or bookkeeper and any adjustments made as necessary Account Types Each Income amp Expenditure Account will also fall into one of the following categories Operational Expense Capital Expense Personal Drawings Sales Income or Other Income There are also two special categories used by the system Opening Balance and Account Transfer Transactions recorded against accounts of this type are transfers between your business accounts and are not actual income or expenses to the business Note You do not need to setup an account for Sales Income Any payment received through Bookings and Invoices is classed as Sales Income Tax Defaults A default tax code can also be nominated against each Income amp Expenditure Account How to set up Income and Expenditure Accounts 1 From the Main Menu click Setup Menu then Income a
10. 21 Stand Downs Stand Downs can be recorded against a hire to track and deduct any period the equipment was not usable due to bad weather or maintenance for example How to record a Stand Down against a Hire 1 Edit an existing invoice Note the following example is a Kanga on hire for a period of 10 days Invoice iz x Record Setup Delivery Pickup Tools View Reports x Brian Wilkins River Street Invoice 111123456795 Delivery Pickup Date 7 704 2009 z Estimated Date Time FROM Estimated Date Time TO Time Span Estmated Stalf Member 2 04 2009 8 00 am 12 04 2009 8 00 am MODays OHs Actual Date Time FROM 4l Actual Date Time TO Time Span Actual Stalf Member 2 04 2009 8 00am Customer POR CRI Invoice L Cancelled Check Availabilit Total Amount 1 800 00 16364 Amount Paid 0 00 Thankyou for your business We really Balance Due 1 800 00 appreciate it Print M eo Save amp Close 2 From the menu at the top of the Invoice screen click View Stand Downs The Stand Downs List will appear which shows any stand downs already recorded on this invoice Click New to add a new Stand Down record A list of all the invoice lines with hire items will appear Double click the hire item you wish to stand down This will open the Stand Down screen 22 CN OV Stand Downs Stat Date Time 10 04 2009 8 00 am f Completed Time Span Finish Date Time
11. Branch List 3 Click New to open the Branch screen then enter all the details for the branch 4 Click Save amp Close Note You can nominate a default branch by selecting a branch from the Default Branch dropdown at the bottom of the Branch List screen Any new items setup in the system will default to the selected branch Link a Branch to an Item 1 From the main screen go to Setup gt Items 2 Double click an item in the list to edit This will open the item details screen 3 Click the More Details tab 4 Select a branch from the Branch dropdown list on the top right side 5 Click Save amp Close Note After the first item is added to a new booking invoice the invoice branch will automatically default to the branch of the item Any payments made against the invoice default to the branch of the invoice Link a Branch to a Booking or Invoice 1 From the Invoice screen click the Branch menu at the top 2 Select the Change Branch option This will open a popup list of branches 3 Select the branch you wish to link the invoice to To link a branch against a payment you follow the same procedure in the Payments screen Show Item Availability by Branch 1 From the main screen click the Availability button to open the Availability screen 46 2 Click the Branch menu at the top of the Availability screen and select the branch to filter by or select All Branches Please wait for the availability screen to re
12. GJEJ HirePOS Hire Rental amp Booking Software Today Fisday 9 March 2007 Dae Due Descriptor mance 13022005 Lawn Mower 2 Stoke 1 dus on 13 10 2006 212 28 Jon 2007 Emy s Mong b s Peter Sevens 16 Feb 2007 Steve s Moewng 5 27 Sep 2007 Nothem Coratuctore Ed Davi Bookings All Bookings that do not have a Date From will show in the Reminders List Double click the booking to edit and enter the Date From when the customer begins hiring the item See Also Bookings amp Invoices Expenses All bills that are in Pending mode will show in the Reminders List Double click the expense when you need to edit or pay the bill To pay the bill and remove it from the reminders list you need to switch the bill from pending to paid See Also Pay Bills Maintenance Services All items that are scheduled for servicing will show in the Reminders List Double click the maintenance record edit and enter the new service details See Also Maintenance Service amp Repairs 18 Booking amp Invoices Booking amp Invoice details are recorded through the same window You can enter a new booking and later change it over to an invoice or you can enter a new invoice immediately Most of the data entry for bookings and invoices are the same but the the key difference is that a booking does not allow you to record Actual dates and times only Estimated dates and times When the customer returns or is finished with the item s the Actual D
13. Go to the C Program Files HirePOS Modules folder Click the IDAutomationHC39M font to add it Make sure the Copy Fonts To Fonts Folder checkbox is checked Click OK How to print barcode labels From the HirePOS Main screen click the Reports button Select the Items category from the reports category list on the left Select Barcode Labels from the reports list on the right The Item Barcodes screen will show with a list of all your item and prices Enter the number of labels you wish to print into Print Qty column against the relevant items Click the Preview Labels button to view the labels which you can then print Tip Take note of the number of pages to be printed so that you know how many sheets you will need 34 Pets Module Pets can be setup within a Customer record Each pet will have its own specific details recorded For instance a customer may have 2 Dogs or cats These will need to be added as separate Pets You can enter both of these pets on the one How to setup a new Pet 1 2 From the Main Menu select Setup Customers select the customer from the Find Customer box or select New Customer button if the customer is not in the database Select the Pets tab and select Add New Pet then add all relevant details in the four Pet Details tabs How to Add a Pet to a Booking I Select the New Booking or New Invoice button as required Ifthis is an advanced booking and you are not charging out the ite
14. Login ID as HirePOS and leave the Password blank Click Next 10 Tick Change the default database to box LT Select the HirePOS database from the dropdown then click Next 12 Click Finish 13 Click Test Data Source Message should come up TESTS COMPLETED SUCCESSFULLY Windows 7 amp Vista Issues Windows 7 responding slow to SQL Server 1 In Windows 7 press the start button type gpedit msc and press Enter 2 Navigate to the following and make sure Enabled is checked 3 Computer Configuration Administrative Templates Network DNS Client Turn off Multicast Name Resolution Enabled Disable AutoTuning network feature Execute the following command on your Windows 7 machine netsh interface tcp set global autotuninglevel disabled ODBC Administrator tool 32 bit vs 64 bit For 64bit Windows 7 you must use the ODBC tool located in the systemdrive Windows SysWoW64 folder not the one located in the Control Panel See http support microsoft com kb 942976 41 42 Item Price Adjustments 1 From the menu at the top of the main screen go to Setup gt Items This will show the Item list 2 Double click an item to edit 3 From the menu at the top of the Items screen go to Tools gt Price Adjustments Filter Options Customer Allows you to adjust special prices that have been previously set for a particular customer Specific Item Allows price adjustments on a specific item only
15. an Opening Balance adjustment See How to setup a new opening balance at the bottom of this page Click the New Reconcile button bottom left of window Note If it is a Credit Account reconciliation the screen surrounds will be red Select the statement date and enter the closing balance on the bank statement 4 Go through each transaction of the Bank Reconciliation screen and click the transaction with the left mouse button to check it off Use the right mouse button to uncheck the transaction if needed Double click the transaction to make any adjustments required to balance with the statement Add any bank interest or bank charges using the New Withdrawal and New Deposit buttons 5 When all transactions have been reconciled with the bank statement click the Reconciled button to complete the reconciliation If the closing balance in HirePOS does not match up with the closing balance on your bank statement 30 then you will not be able to reconcile Cross check your HirePOS transactions with the bank statement transactions to find any mistakes 6 Press Leave amp Return when you are finished How to setup a new opening balance If you are carrying over a balance from a previous system and need to start with an opening balance other than zero then you will need to enter a new Opening Balance transaction 1 Click on New Deposit to set up a new payment choosing Opening Balance as the Payment Type See New Bank Deposit for
16. for new withdrawal deposit or account transfer 26 New Withdrawal or Expense New Withdrawal or Expense uses the same data entry screen as New Expense or Bill Use this function if you are immediately withdrawing money from an account rather than going through the process of receiving a bill and then paying the bill How to create a New Withdrawal or Expense 1 From the Main Menu Click Banking then New Withdrawal or Expense This opens the Expenses window Payment Ose o6 Expendituve Account Fw ste v be Amani fine Tax 155 0 Tax ost gt Anani Ex Tedlgian i Peste Ure Component F Amount fine Tas 39 7 OR Percertage T35 Method Cah C Ooga EFTPOS Orlne Bark Account Wards Cheque Rietesence No reti New Select the Supplier from the lbutton to the right of the Pay To box Note You can add a new Supplier from here by clicking the Ibutton See Suppliers for information on setting up new suppliers The Payment Date will default to today s date but you can alter the date if necessary Select the Expense Type from the lbutton to the right of the Expense Type box 4 Note You can add a new Expense Type from here by clicking the 4 button See Income amp Expenditure Accounts for information on setting up new Expense Types Enter the Amount Inc Tax The Ex Tax amount will be calculated automatically Alter the tax code from the Tax drop down if required If the
17. the test Interval that is required for the electrical item 6 Click Save amp Close How to record an electrical safety test that has failed 1 From the drop down menu at the top of the main screen select Maintenance then Test amp Tag to open the Test amp Tag List Items are shown in order of description 2 Double click the item you wish to test This will open the Test amp Tag form for the item 3 Type in the word FAILED into the Comments box followed by any other comments e g faulty lead Leave the New Tag No box blank and do not put a new tag on the item 4 Click the date button to right of the New Test Date box This will insert the current date shown on the button into the New Test Date box 5 Click Save amp Close 37 Payment Terms How to setup default payment terms for your business 1 From the menu at the top of the main screen go to Setup gt Preferences 2 Enter your default payment terms in the Payment Terms box 3 Click Save amp Close How to setup payment terms for a particular customer 1 From the menu at the top of the main screen go to Setup gt Customers 2 Lookup a customer then double click to edit or click the Edit button at the bottom This will open the customer details screen 3 Enter the customer payment terms in the Payment Terms box Note Any payment terms you have entered previously for other customers can be selected via the dropdown button to the right of th
18. using programs like Adobe Acrobat Reader The following offers some tips on installing PrimoPDF so that you can convert any HirePOS report to PDF and send via email if required How to install PrimoPDF and print to PDF format 1 2 3 4 5 Go to www primopdf com Click the Download Now link to install the PrimoPDF program Once installed a new printer will appear in your list of printers Preview any report in HirePOS then click the Select Printer button in the Preview Report window Select PrimoPDF as the printer then click OK Click the Print button to print the report to PDF format Is your report printing an extra blank page AunKRWNeE Go to the Windows Start Menu gt Control Panel gt Printers amp Faxes Right click on the PrimoPDF printer Left click on Properties Click the Printing Preferences button Click the Advanced button Click in the Scaling box and reduce the scaling from 100 to 95 33 Barcode Labels Module How to install the barcode labels module Make sure you ve updated HirePOS to version 1 1 147 or later www hirepos com au updates Install the HirePOS Barcode Labels Module by clicking this link www hirepos com au downloads HirePOS BarcodeLabels exe Choose to RUN or OPEN the file when prompted by your Web Browser Install the barcode font From the Windows Start menu click Run Type windir fonts and then click OK On the File menu click Install New Font
19. you are currently logged on as the administrator and have full access to all functions Click this button to logoff and you will be prompted to log in as a different user Click the Restricted User option to login as a general restricted user or login as a particular staff member Restriction Settings To allow or disallow functions for specific users do the following 1 From the main screen go to Setup Preferences then click the Restrictions tab 2 Click the Restrictions button 3 Select the user from the list on the left The button is for general restricted users that do not log in as a specific user The program will open in restricted mode with this user by default unless a particular user logs in 4 From the list of functions on the right click the options to allow or disallow them 5 Click Save amp Close To require staff members to login to the database on opening check the Staff Member Login required to access database option in the Restrictions tab User Passwords To require the staff member to enter their password check the option Staff Member Password required to access database Staff member passwords can be setup by going to the main HirePOS screen then to the Setup menu at the top then go to Staff edit a staff member and enter a password in the Password box then Save amp Close 44 Database Optimization See the following Microsoft article for recommendations on database optimization http su
20. L ReportsXI Crystal Report XI Files C Program Files HirePOS_SQL Database HirePOS_ODBC mdb Database Connection File Open SQL Server Management Studio Express and attach the HirePOS mdf file which is located in the C Program Files HirePOS_SQL Database folder Security You will need to create a new user on the SQL Server called HirePOS Use a blank password and untick the Enforce password policy box Once the connection has been established from all the client computers you can then increase security accordingly Tick all the boxes in the Server Roles section In 40 User Mapping tick the HirePOS database and tick all the database role memberships SQL Native Client Each satellite computer needs to have the SQL Native Client installed which allows the computer to connect to the SQL Server via the Windows Control Panel gt Administrative Tools gt Data Sources ODBC SQL Native Client can be installed via the following link http www hirepos com au downloads sqlncli msi OR http www microsoft com downloads details aspx FamilyId 250b97994 8453 4998 8226 fa42ec403d17 amp DisplayLang en 1 After installation go to the Windows Control Panel Administrative Tools Data Sources ODBC Click the System DSN tab Click Add Enter the Name and Description as HirePOS Select the Server e g SERVER SQLEXPRESS Click Next Select the With SQL Server authentication option Enter the
21. LOG commands do not have to be run separately from DBCC CHECKDB For more detailed information about the checks that these commands perform see the descriptions of these commands Transact SQL Syntax Conventions Syntax Copy DBCC CHECKDB database name database id O NOINDEX REPAIR ALLOW DATA LOSS REPAIR FAST REPAIR REBUILD WITH ALL ERRORMSGS 49 ePad Installation Install the following files Universal Installer 9 54 www epadsupport com downloads drivers 9 54 r11088 ui9 54 setup r11088 sign ed exe IntegriSign Desktop 9 55 www epadsupport com getlatest IntegriSignDesktop9 55 R1318 exe HirePOS Integration www hirepos com au downloads HirePOS ePadSetup exe Epad II Setup Procedure V9 54 1 Unpack the Epad but do not connect it to the computer 2 Shut down all Windows programs down please 3 Log on as Administrator if required 4 Ignore the CD if supplied 5 Please run the following file www epadsupport com downloads drivers 9 54 r11088 ui9 54 setup r11088 sign ed exe 6 Select Run Next I accept Next Please note this may vary depending on your Internet Search engine facility Next enter User Name Company Name and Typical if prompted 7 Select Next then Install Wait until installation is complete gt Finish 8 Please run the following link 50 http www hirepos com au downloads HirePOS ePadSetup exe Please note if Windows 7 is being used p
22. RNEREEPRERRRR KEEN E REE 30 How to reconcile a new bank statemient eese ninh nara nin 30 How to setup a new opening balance sisi rrt etna hen hn nra hn nin 31 HirePOS PDF Writer How To Install eee eene nnn 32 PDF Email Third Party iinsussxsuwa usur sana UMuFaVxs EE Ew va VRERVEREEN FERE PERRA Sr RE uRa RAF n EAR 33 How to install PrimoPDF and print to PDF format 33 Is your report printing an extra blank page 33 Barcode Labels Module 5 5 253 242522242 52 4XERERARENSRREREERSERRER ERERSERSREFA TENA S REREEEER RES 34 How to install the barcode labels module cene rre rh nnn 34 Install the Barcode font c ns RES I Ded doloe hah oed d 34 How to princ barcode labels crc tix trabe e e Cree c o EP Ca ERR P Oa Doe OR n 34 Pets Module iine inda ssetesenniitenndieunenementanson etant 35 How to setup a new PU iuo onec oremie icr en xmas iudi ordre eg us T ard x a AR JS MA RR AUR 35 How to Add a Pet to a Booking sise 35 Test amp Tag ic ieair bhki s ERR D AI RR 37 How to record an electrical safety test that has passed susss 37 How to record an electrical safety test that has failed 37 Payment Ternis csiiisvvostus vua wwssaRka Er RWaFRRPERARENEERRRERESRRSRRRNENARAEKEEEEREANESKERHRUES ENS 38 How to setup default payment terms for your business eeeeeeeeeee 38 How to setup payment terms for a pa
23. S Database by default This will save confusion if there is a network failure as there will only be one database which is on the Server and users won t attempt to open the database located on their local computers Open Database When using HirePOS you will generally be working with a single database By default the database is located at C Program Files HirePOS Database HirePOS_Database mdb However you may need to open one of the demo databases supplied with HirePOS or open a database located over a network or a different location to the original How to Open a Database 1 Choose File gt Open Database from the menu bar located at the top of the main screen This will open a file browser style window where you can locate the database you wish to open 2 Click and highlight the file you wish to open then click Open located bottom right of window Le Lel Exit Program You can use one of the following methods to exit the HirePOS program e Choose File gt Exit Program from the main screen or e Click the cross located on the title bar at the top right side of the main screen or e Click the Exit Program button located at the bottom right of the Main Menu Note You will always be prompted to Backup Database when you exit the program It is extremely important that you backup the database regularly normally on a daily basis Backup Database All the data that you enter through the program i
24. act them and a larger file is a bigger target for packet loss and other causes of corruption over a network Don t leave the database open Most backup software will back up Access databases even if they re open so it s tempting to leave them that way This only increases the possibilities of corruption so get your users to close their applications prior to backup Defragment your hard disk MDB files often get quite big and because they change in size so often it s not unusual for them to be split into several hundred fragments This goes hand in hand with having a big enough hard disk Disks with little or no free space will become fragmented more quickly and having less than 25 percent free space available on the drive will cause any defragmenter to work less efficiently 52
25. ate To should be completed How to add a new booking or invoice 1 From the Main Menu click Bookings amp Invoices to open the Sales window The Sales window is similar to the Customers window and allows you to select an existing customer or setup a new customer on the spot 2 Select the customer from the Find Customer box or click the New Customer button if the customer has not been previously set up 3 Click the New Booking or New Invoice button as required If this is an advanced booking and you are not charging out the item s to the customer immediately then you should choose New Booking Danery Doedens Emerald hire Cnet ve DE ra _ 4 Enter the Estimated Date Time FROM and Estimated Date Time TO 19 5 Select the Staff Member who has taken this Booking if you are tracking Staff 6 Select the item to book from the Item column To do this on the lrow of the grid click the lbutton in the Item column or begin typing the item description Select the item from the list Note You will be prompted if the item is double booked This will open the availability window and allow you to select an alternative item Danny Doedens Emerald Hire Man fd ux 1207 7 Ensure that the Qty is correct by reviewing the Time Span Estimated and check that the Each Total and Tax fields are correct Receiving Deposits and Payments Click here for information on receiving deposits and payments Previewi
26. e rises E awas auus auido Cus Vo ra V RE VEEEVR ada iaid ba ada baia aab 45 Autocalculating Remittance Agency Management Fee 45 Branches Module 2 0254525 28 BEER RRARERER RERERRRERSRRERRERRERR REERIERERR ACRAKEE RR KE ER REE 46 Register the Branches Module is iuste ie aia ari eee error RR ass 46 Setup Branche Srpna siad eirca bcc a dira dcin bdo a ac dca bra bd a drea eic i a ta 46 Eitik acBrancbotocart 1 GSM tines mes an oan C ed ota Eco es eeu e dose rames 46 Link a Branch to a Booking or IrnvOol68 iss oisi a3xveni a3 etm ada dba adn ed Ra herd ira ad 46 Show Item Availability by Branch ierit er annt en knees en ter nme Ren 46 Show all Items for a particular Branch 47 How To Repair Database Errors In SQL eese nennen 48 How to Set a Database to Single user Mode SQL Server Management Studio 48 DBCC CHECKDB Transact SQL iius acaexk vaa xr haee a vases ERR ERRARE RR KaRa AERE 49 ePad Installation uisi oecusesusuasanUS Va Un RUuOERRAYS MRERRERRRRSNRRNRLERRREENAUEE IK ERWRLEM VERE 50 Database Corruption i555 o6s des g Kanu RRAFKRRRERSREERRRESRERRARRRNRRNNDRANUREPRFNEREEKRENKEEE 52 License Agreement THE GRANTING OF LICENCE HirePOS Pty Ltd grants the user of the originally allocated program nonexclusive and non transferable use of one copy of the program the manual Help File and any subsequent upgrades subject to valid membership which may be issued solely for your own p
27. e Payment Terms box 4 Click Save amp Close An alternative is to click the Bookings amp Invoices button on the main screen then lookup the customer click the More Customer Details tab and enter the payments terms in the field provided Comments If a payment term is setup against a particular customer then that payment term will overwrite any payment terms you have entered in Setup gt Preferences as the business default 38 Installation Issues Btnplus1 ocx Registration Error on Windows Server 2003 During the installation of HirePOS the following error message may be seen An error occurred while registering the file c windows system32 BtnPlus1 ocx This error is due to an incompatibility of these components with the new Windows function DEP Data Execution Prevention Note Data Execution Prevention is a set of hardware and software technologies that perform additional checks on memory to help prevent malicious code from running on a system It s only used on some CPU processors 1 2 3 uk In the control panel click on system On the Advanced tab under Performance click Settings On the Data Execution Prevention tab select the option Turn on DEP for essential Windows programs and services only Reboot the server to make this change take effect Reinstall HirePOS and the installation should proceed as normal 39 HirePOS_SQL Installation Install SQL Server Firstly you will need to
28. e software is supplied and the manual Help File is free from defects in workmanship or material for a period of 90 days from the original purchase date With the exception of the limited warranty above the program is sold in its existing format and the quality and performance is at your own risk You undertake to ensure that the information obtained as a result of using the program is correct Any claims against HirePOS Pty Ltd as a result of this agreement including warranty claims shall not exceed the amount of the original license fee paid by you This License encompasses the entire agreement between you and HirePOS Pty Ltd and super cedes any prior agreements between the parties This agreement can not be changed without the written authority of HirePOS Pty Ltd Installation How to install HirePOS If you need to install HirePOS from scratch then go to www hirepos com au install htm and complete the online form to receive an installation link via email 1 2 3 Step through the setup wizard and complete the installation process Click the link and when prompted by your Web browser choose to RUN the file Ignore any security warnings that your Web browser may prompt you with Installing on Multiple computers and sharing the database This section explains how to install HirePOS on multiple computers and share a common database between each computer user If you have multiple computers that are shared on a network then you shou
29. e your new component item Ensure you select the correct Item Type and Category if appropriate Note there is no need to add a Hire Rate This will then hide the Component on the Printed Invoice If a Hire Rate is added it will show as per normal Setup the Component Item as a Companion 1 Go to Tools gt Companions then select the Item you wish to make this a Component of eg Table then OK Then Yes and Save and Close then Close Please note this Component can be added to any number of other items If so just select these as well Add the Component Item to an Invoice 1 Create the Invoice then from the Item Field select the main item eg Table and the Item Companions Window will open Next select the Component item and Ok 2 This item will then appear on the Invoice screen However when you preview the Booking Invoice it will not appear However it will appear when you preview the Delivery Docket Pickup Docket This will enable these Component item items to be selected for that particular Delivery and Pickup Often a main item can made up of numerous Components and would thus fill the printed invoice and look messy That is why it is processed in this manner 3 The Component item is treated like any other Hire Item and is thus available in both the Invoice and Returns screen 14 Bank Accounts HirePOS can record financial transactions against your individual bank accounts which can then be reconciled with bank statem
30. ents You need to setup a list of your bank accounts so that when you pay an expense or receive a payment you can nominate which bank account the money has been withdrawn from or deposited to Pood iccounts Berd Account Mowe irm Byk Mowe irrar E prac Link Dvrges k Feet to arse Lirik Interest io 7 Dnot Bancs 8500 Link EFTPOS tarmactora te fur account How to add a new Bank Account 1 WN 10 From the Main Menu click Setup then Bank Accounts This opens the Bank Accounts List window which lists any bank accounts you have already setup Click the New button to open the Bank Accounts window Enter the Bank Account Name Examples AnyDay Cheque AnyDay Visa Card Check the Credit Account box if it is a credit account such as credit cards 4 Note The screen surrounds change to red when credit account is selected Enter the Bank Name Examples NAB Bendigo Bank CBA ANZ In the Link Charges amp Fees to box select the bank using the lbutton If you have not already setup the bank as a supplier you can add it here by clicking the button In the Link Interest to box select the bank using the lbutton If you have not already setup the bank as a customer you can add it here by clicking the 4button Enter the BSB No and Account No Click in the Link EFTPOS transactions to this account box if your EFTPOS transactions are deposited directly to this account
31. er but only one can connect to the database To set a database to single user mode In Object Explorer connect to an instance of the SQL Server Database Engine and then expand that instance Right click the database to change and then click Properties In the Database Properties dialog box click the Options page From the Restrict Access option select Single If other users are connected to the database an Open Connections message will appear To change the property and close all other connections click Yes You can also set the database to Multiple or Restricted access by using this procedure For more information about the Restrict Access options see Database Properties Options Page 48 DBCC CHECKDB Transact SQL SQL Server 2008 R2 Other Versions e SQL Server Denali e SQL Server 2008 e SQL Server 2005 Checks the logical and physical integrity of all the objects in the specified database by performing the following operations Runs DBCC CHECKALLOC on the database Runs DBCC CHECKTABLE on every table and view in the database Runs DBCC CHECKCATALOG on the database Validates the contents of every indexed view in the database Validates link level consistency between table metadata and file system directories and files when storing varbinary max data in the file system using FILESTREAM Validates the Service Broker data in the database This means that the DBCC CHECKALLOC DBCC CHECKTABLE or DBCC CHECKCATA
32. expense is Operational and partially for private use then select the Private Use Component check box Enter the amount or the percentage for private use Example The expense is a phone bill and you work from a home office where 70 of the calls were business related Select the Payment Method Select the Account you wish to withdraw the money from 4 Note You can add a new Account from here by clicking the 4button See Bank Accounts for information on setting up new accounts 27 10 Enter a Reference number or cheque number if applicable 11 Add a note in the Memo box for a detailed explanation on what the expense if for particularly if the expense is something out of the ordinary that you want to bring to your accountants attention 12 Click Save amp Close when completed 28 New Bank Deposit for Multiple Transactions This function transfers multiple transactions from the till or money safe to the bank account The bank deposit will then show as one single transaction in the Bank Reconciliation and will therefore match your bank statement Only cash and cheques should show in the list of transactions to deposit Transactions recorded against the EFTPOS and Online methods should go directly into a bank account NOT the Till Money Safe or Petty Cash Tin How to complete a New Bank Deposit 1 From the Main Menu click Banking then New Deposit for Multiple Transactions This opens the Bank Deposits window
33. fresh Show all Items for a particular Branch 1 From the main screen go to Setup gt Items 2 Click the Branch menu at the top of the Item List screen and select the branch to filter by or select All Branches 47 How To Repair Database Errors In SQL Open the SQL Server Management Studio From the toolbar at the top click the New Query option Set the database to master Run the following query DBCC CHECKDB HirePOS Scroll through the results and look for errors shown in red text If there are any errors then run the following query Note You must change SQL to single user mode see article below DBCC CHECKDB HirePOS REPAIR REBUILD 6 If the query above fails to repair the database then run the following query DBCC CHECKDB HirePOS REPAIR ALLOW DATA LOSS AUNE ul How to Set a Database to Single user Mode SQL Server Management Studio This topic describes how to set a user defined database to single user mode by using Object Explorer in SQL Server Management Studio Single user mode specifies that only one user at a time can access the database and is generally used for maintenance actions aCaution If other users are connected to the database at the time that you set the database to single user mode their connections to the database will be closed without warning The database remains in single user mode even if the user that set the option logs off At that point a different us
34. further information on entering a new deposit transaction 31 HirePOS PDF Writer How To Install 1 Install the latest HirePOS update by clicking the Check for Software Updates button on the HirePOS main screen 2 Run the following link to install the new PDF module www hirepos com au downloads HirePOS_PDFSetup exe 3 After the module is installed restart your computer 4 Open HirePOS and go to Setup gt Preferences gt Printing In the PDF Printer for emailing reports dropdown list select the HirePOS PDF Writer option Do NOT tick the Use Integrated Email option make sure this option is unticked Then click Save amp Close When previewing any report you can click the Email button at the bottom of the report preview screen and the report will be attached to a new email message in PDF format ready to be sent To email an Invoice directly from the Invoice screen click the dropdown arrow to the right of the Print button then click Email Invoice via HirePOS PDF Writer The customer s email address if setup will be automatically inserted in the email message s To box and the Invoice PDF will be attached to the message This also applies to Quotes Bookings Contracts amp Credit Notes NULL 49 PDF Writer PrimoPDF How To Install PDF Writer PrimoPDF How To Install 32 PDF Email Third Party There are many third party software tools available for printing reports to PDF format which can be viewed
35. iHirePOS User Manual 2011 HirePOS Pty Ltd Table Of Contents HirePOS User Mamtial aeucoiierra run EEcrER a a A a a EEUU NAR SREEKR RRDSEERER MAR EEREEER 1 HirePos Hire Revtal amp COOK Sous A E E E 1 Table OF ContentS sisisisisusrnasnnasspanaiuonnananasnnasanusnnabnnusanananupanannin nananana bananana 2 License AgreemMment ssssssss s22222uuuuu0uuuuuuuuuuunnnnnnnnnnnnnn n 5 InstallatiOf e nent 6 How to install ErePOS ss as deo ntes teases REM Eu REUS RCRUM Pii RM DIM DGUEIE 6 Installing on Multiple computers and sharing the database 6 Open Database n EnuriExn REP a REFERRE Ew ERE EE d a RR NERA S GENE ERN nanana nana NR EN ERE 7 how to Open a Database iii israel 7 Exit Program nn nadia osseuse MENS 7 Backup Database 1 armis uu nasi x n ER RR C D M GR ora LU RUN RU RR RUN CR ADRENAL RR RR RD 8 How to backup your database asiassukdoed asd uud AQ Rar ac KO AR HK RU ERO HO EO EO a 8 How to backup your database to two locations in one step suse 8 CUStOMETS aaiisscEnuiis FeFEDu HEMDEN MEESCPAUN REM N MNEEE n es MENU NORIS NENNEN RUNE 10 How to add new CUSLOITIGFS 5 sssisexisinaa ERROR REOR ROURTR ER ORO CER ARCA EROR OUR RO P E NO CR RR 10 How to add a new Customer at sale time oer ehh h anni na 10 Customer Codes Optional sise 10 How the Sales Prompt field WOFKS 5 2 id
36. ieaec tan aaa lead e xa kac dea n cba e i acted 10 SUDDBIIBES dc ucsi endi Dai MdB eee ee eee A SUN EN EN PEDEM 12 How to add new Suppliers seassussushak aA kkX E Sa ERROR ERES ERGWERATRRERERGARTRTR RAERZXEYA ECAT TE 12 Item Categories is snsuxa SE EREEERENUEE NEUE CREER DUDEN NECK NE MGE GN NE NER NEA MODE 13 How to add a new Item Category seien sttna seri kh sr Rena haa RR nasa RR ERR 13 Item Components ee rsseeessnssuuanesuhuuuuunusuuasasuaua suae uu Rau oR ausa 14 Setup Item Type smart 14 Set p Comporient INEM anses raies Na iite ch 14 Setup the Component Item as a Companion ssssseeeeeen enm nnn 14 Add the Component Item to an INVOICE ii ciciisicciiiesseciiestseriiwstenaniesnbarsdaenenes 14 Bank ACCOUNLS 25 5 assa eEsi aaa Rd d AREE ENDE M I IRE AMD een Na E PM EN RR SK DENS 15 How to add a new Bank JAOCOUE siia siec ruv ux e SEDE ERR RFRAPEP PRPa ua ua 15 Income amp Expenditure Accounts eese esses sues unus uuu annua uana nan 16 How to set up Income and Expenditure Accounts cccceeeee cece eeeeeeeee eee e eens 16 Reminders EISE i ueso xus dE RES van Rr ERE MBE naaa adapa SENE KR ERES 18 BOOKINOS dei D TUI 18 lm dei inlicc T 18 Maintenance Services initier nie rain Sinan A E ERE ME 18 Booking amp INVOICCS ends cose senseientanctuwidavstudenatecasnstentwancasinecteusmsnesonndduae 19 How to add a new booking or invoice
37. install SQL Server It is recommended that you install SQL Server 2005 Express or later as well as the SQL Server Management Studio Express which are freely available from the Micosoft website at http msdn microsoft com en us express bb410792 Microsoft SQL Server 2005 Express Edition Download 36 5 MB SQL Server Management Studio Express Download 43 1 MB For SQL Server 2008 http www microsoft com Sqlserver 2005 en us express down aspx SP3 Review the following articles for details on configuring SQL Server In particular you need to create Firewall exceptions for the SQL Server and the SQL Browser C Shayne Cooper Client Projects HirePOS Website help pdf Microsoft_HowToConfigureSQLServer pdf C Shayne Cooper Client Projects HirePOS Website help pdf Microsoft_HowToConnectToSQLServer pdf Set SQL Server to SQL Server and Windows Authentication mode 1 Open SQL Server Management Studio Express and view the properties for the SQL Server i e right click the first object in the Object Explorer on the left then left click Properties 2 Click Security then change the Server authentication to SQL Server and Windows Authentication mode 3 Click OK then restart the SQL Server HirePOS_SQL Program Installation Install HirePOS SQL via the following link www hirepos com downloads HirePOS SQL Setup exe The following folders are created C Program Files HirePOS_SQL HirePOS exe Program File C Program Files HirePOS_SQ
38. ld have a main computer Server which will store the database and provide backup facilities such as a removable hard disk or a tape drive see Backup Database for further information 1 Install HirePOS on each computer via the installation link provided to you see www hirepos com au install htm 4 Note If you do not wish to use the HirePOS program on the Server computer than there is no need to install the program on the Server You only need to move the database file to the Server as explained in the next step Copy the database from the C Program Files HirePOS Database folder to a folder on the Server computer It is best to store the database in a folder on the Server that is in a shared network drive other than C Program Files For example you could setup a folder C HirePOS Data or better still in a separate drive D HirePOS Data You could then map this drive on the other computers to an S drive So the other computers open up S MHirePOS Database mdb Consult with a network technician if you are in any doubt One computer at a time open HirePOS then go to File Open Database Using the file browser locate the HirePOS database file on your Server computer The directory and filename of the database that is currently opened is shown on the title bar at the very top on the main HirePOS screen Note You should remove the databases from each of the other computers installed in C Program Files HirePO
39. lease Save to the Downloads folder and run as Administrator 9 Select Run Run OK Finish OK 10 Plug Epad into USB connection on your computer The New Hardware Wizard may then open 11 Open HirePOS Setup Preferences Hardware Tab and select the Use Epad option 12 Next go to gt Setup gt Preferences gt Invoices tab and select Show Customers Signature section 13 To test please select New Booking or Invoice add the Customer and then select the New Invoice button 3 Receipt invoice as paid 06 01 11 Dr Bank Cr Revenue 4 Cash Book New Withdrawal Moss Green 06 01 11 Dr Bad Debts Cr Bank 5 Tick off the Dr and Cr when reconciling bank This way it doesn t affect any previous billing history and you have an audit trail 51 Database Corruption The following strategies presented roughly in order of importance should be used to prevent corruption of Access databases Use decent network cards Cheap network cards are not up to the job of moving large chunks of data around Stick to well known brands of network cards As with all network equipment it s best to match the manufacturers of all your NICs and if possible use the same brand as the hubs or switches Keep your device drivers updated Device drivers win the prize for worst written software ever so keep them as up to date as possible PC manufacturers pay little attention to device drivers In fact 80 percent of crashes in Windows NT4 are
40. m s to the customer immediately then you should choose New Booking Ensure the appropriate Pet tab is selected and enter the Estimated Date Time FROM and Estimated Date Time TO as well select the Staff Member who has taken this Booking if you are tracking Staff Select the Item to book from the Item column click the arrow next to the asterisk in the Item box and select it from the drop down menu or simply begin typing in its description in the Description box Once again double click on the Item or when it is highlighted simply click Select Note if you are advised that this item is Double Booked you will need to select a substitute Item The system will promt you to check the Availabilty screen Click Yes if you do double click a substitite Jtem click Yes again and the substitute Jtem will be added Ensure that the Qty is correct by reviewing the Time Span Estimated box and that the amount is shown in the Total Amount box If you require a Deposit or Payment for this booking select the Payment button and enter the amount of the Deposit and or Payment directly in the 35 appropriate part of the Receive Payment screen and select the Payment method Next select the Put in Till button or the arrow next to it to select the Account you wish to receive the payment in and click on that button If you wish to Preview this booking in its printed format Select the arrow next to the Print button and select Preview
41. mp Expenditure Accounts This opens the Income amp Expenditure Accounts List which lists any accounts already added Income amp Expenditure Accounts List 16 2 Click New to open the Income amp Expenditure Accounts window Income amp Expenditure Accounts Other come Note Al paymerts recerved fom riwoices O Docking ae seconded at Sales Income 3 Enter the Income Expense Description 4 Nominate a default tax code GST or FRE from the Tax Default drop down list 4 Note The tax code can always be overridden when you enter a new expense or receive a payment 5 For taxation purposes you need to select whether the account is an Operational Expense Capital Expense Personal Drawings or Other Income or whether it is an Opening Balance or Account Transfer 4 Note You do not need to setup an account for Sales Income Any payment received through Bookings and Invoices is classed as Sales Income 6 Click Save amp Close when completed 17 Reminders List The right side of the Main Menu shows the Reminders List that notifies you of tasks due for the following records Bookings Returns Expenses Maintenance Services General Reminders If any of these records are overdue a yellow circle with an exclamation mark will appear to the left of the record in the list The Reminders List also allows you to view and edit these records directly without having to manually search for them S Menu
42. ng or Printing the Invoice Click the Print button to print the invoice out immediately or click the drop down arrow next to the Print button then click Preview Invoice Save amp Close the Invoice Click Save amp Close when completed The Sales window will show the full history of invoices to the customer with the latest invoice shown first 20 Partial Returns When you complete returns for multi hire items items where the Quantity For Hire in Setup is greater than 1 you are prompted with a second returns screen after you locate the customer and invoice via the normal Returns screen The second screen makes it easier to process partial returns Partial Returns Bradley Builders John Bradley Invoice 9 Main Road Emerald VIC 3782 Act Date Time Retuned Est Date Time To Phone 8 03 2007 8 00 am E Est Date Time To a a NARI8B IgNaFame 4 4 1 e pessk NO 5 yy ivi How to complete a partial return 1 The Actual Date Time defaults to the current date time Verify and alter the Act Date Time Returned if required 2 Click the green tick button for all items that are returned in full 3 For items that are partially returned enter the quantity returned in the Qty Returned box The amount still on hire is calculated 4 Enter the Estimated Date Time To that you expect the items still on hire to be returned 5 Click OK to complete the return
43. pport microsoft com kb 889588 en au NULL 66 Agency Module Agency Module Remittance Agency Fee Management Fee Agency Module Autocalculating Remittance Agency Management Fee Setup an Agency fee item via Setup Items Enter an item price as Each then double click the item price to show the Item Sell Prices popup screen Ne 3 Enter the Charge as 0 4 Select of exclusive or inclusive 5 You must select the of previous line item option 6 Click Save amp Close 7 Edit the property item via Setup gt Items 8 Click on the Cross Hire tab 9 Click Add Owner Shares 10 Select the Owner Supplier 11 Enter the Share 12 Select the Agency Fee Item which is the Agency Fee item you setup in Step 1 13 Click Save amp Close When adding a Remittance via the Invoice screen the property is added to the remittance automatically and also the Agency Fee item The Agency Fee percentage is calculated based on the Owner setup in the Cross Hire details for the property item 45 Branches Module Register the Branches module 1 From the main screen go to Setup gt Preferences gt Modules 2 Enter the registration key provided by HirePOS into the Branches Module box 3 Click Register 4 Click Save amp Close Setup Branches 1 From the main screen go to Setup gt Business Details 2 Click the Branches button at the bottom of the Business Details screen This will open the
44. rticular customer eeeeeeeeeeee 38 COMMENTS cas mo HE EXT Re ERRAT ON 38 Installation ISSUES inva dox aea inna Vu xo vu xa ER aav Ewa Vw ERE VER Ra Uawa VE ER Va Vi awA EVER R VERE RE dE 39 Btnplusi ocx Registration Error on Windows Server 2003 39 HirePOS SQL Installation 52525202222 2 4222082 EERR ERR EREKERAEERSURSRSESREEAR RARE RAE 40 Install SOL Server sise ie Aa a Ea 40 Set SQL Server to SQL Server and Windows Authentication mode 40 HirePOS_SQL Program Installation oriuntur ern na eee ae 40 SSCUMCY NT 40 SOL Native Cent sees coo irte a esie ue Ede i toe t e dra nano 41 Windows 7 Ge Vista ISSUBS 4 35 coa eoa Pra orari sseeacdwanduacccx pua ia Orci Pea idgiEioi vg 41 Item Price Adjustments since ava nex ciate xa ace wie KNEE gw vw xa se ead wie 43 Filter ODEOHlS cioe eres re Urs ET PENNA EDET desde dead erate taki ews Liver dia themit FE e ETE 43 Adjustment Percentage samir minister 43 Increase OF RSCOLICE dotada td vut m E ees 43 User RestriCEIODns rois euavuaxs sage een anu REEEER RR E RREFAENDESNEnENERRENRAESKENEREEKUNEFKEEREKRER CERE 44 G n ral RestriGtlOlSus c das ciae toni aeta eae dun hidden as daa iie mas 44 Restriction Settings Lei iaa aas eau pasas daa suem domino 44 User Passwords RS atus data atas addis dai din eurent tie 44 Database Optimization iiiiiis iun iia c uounsuuazauudvaRisssupsswsUESVRRRERERUERWAEREVEREEARP RERRR 45 Agency Modul
45. s stored in one physical file called a database Your entire business history is stored in this one single file Therefore it is absolutely CRITICAL that you make a backup copy of this file on a regular basis If your computer has a hardware failure or is stolen or destroyed by fire then any data since your last backup will need to be re keyed back in So it is important that you backup on a daily basis every time you exit the program How to backup your database 1 From the Main Menu choose File then Backup Database 2 The Backup Database window will open and ask if you wish to Save the default File Name with today s date e g HirePOS_ Backup 260306 mdb and the specified location to save it in File name If you wish to change this do so here if not 3 Click Save and you will be advised that the database was backed up then click OK to close prompt How to backup your database to two locations in one step Firstly you will need to make a once off change in the program s setup preferences 1 From the Main Menu choose Setup gt Preferences 2 On the Restrictions tab check the Use Dual Backup screen when backing up database box You will now be prompted with a different window when backing up your database 1 From the Main Menu choose File then Backup Database to open the Backup window 2 Use the Browse buttons to specify the location to send your database backups to 3 The backup filenames default to yo
46. ur database name with the current data appended at the end of the filename You can click the Custom Suffix option if you do not wish to use the date e g you could enter the word Laptop if you were backing up to your laptop computer 4 Click the Backup Now buttons individually and select OK when prompted You will be advised that the database was backed up 5 Click Close to exit the database backup window and return to the Main Menu Customers Every booking sale deposit or other income transaction must be assigned to a customer including your bank who pays interest Customers can be added in batches though the Setup menu or you can add a new customer on the spot as you make a new booking or invoice How to add new Customers From the Main Menu select Setup then Customers Click the New button in the Customer List screen Enter the relevant customer details in each of the fields Click the Save amp New button to save the record and add a new customer or click Save amp Close to save the record and exit the Customers screen JUCN LR How to add a new Customer at sale time 1 From the Main Menu select Bookings amp Invoices 2 Click the New Customer button top right side of screen 3 Enter the relevant customer details in each of the fields Note Click the More Customer Details button for other customer fields You can now add a new booking or invoice as needed See Bookings amp Invoices
47. urpose COPIES OF THE PROGRAM You may not take copies of the program other than as a backup or other archival purposes You may not take copies of the manual Help File or other written material issued from time to time in conjunction with upgrade releases SINGLE SITE LICENSE ONLY You are licensed to use HirePOS on up to 5 computers for Access Database 12 computers for SQL Server Database at one business address site only Should you have the need to exceed these restrictions then you must have written consent from HirePOS Pty Ltd to do so TRANSFER OF SOFTWARE You may not lend or rent the software to another person or entity You may not transfer ownership of the software or written material without first having authority to do so from HirePOS Pty Ltd In the event that a transfer is agreed upon you will retain no copies of the original software any upgrades or written material and the person to whom the software is transferred must agree to the terms of the License Agreement THE TERM OF THIS AGREEMENT The contents of the License Agreement will remain in force until it is terminated by either party and the copies of the original software any upgrades or written material will either be destroyed by you or returned to the supplier Automatic termination will also take effect if you fail to comply with any of the terms and conditions of the agreement LIMITED WARRANTY amp DISCLAIMERS HirePOS Pty Ltd warrants that the form on which th
48. ut an alternative item of the same category should the original requested item be booked out Example If your business hires out ride on lawn mowers you could put all your different ride on mowers into a Ride on Mowers category When you open the Availability window you can look up availability for the Ride on Mowers category All ride on mowers in your inventory will show in the availability list Any sections of the availability list that are white means the item is available Any coloured bars means the item is booked for that period How to add a new Item Category 1 From the Main Menu click Setup then Item Related then Item Categories This opens the Item Categories window which lists all the existing categories that have been setup 2 In the gt row of the grid type in the new category 3 Click Close when completed 4 4 Note After categories have been added you can assign a category to an item through the Items window 13 Item Components You can set an Item as a Component so the Item is not visible on the customer s printed Invoice and is only visible on the Invoice screen and Delivery Pickup Dockets for tracking purposes Setup Item Type 1 Go to Setup gt Item Related gt Item Types and create a new Item Type 2 Select the Drop Down Arrow in the Hire Item field and select Yes then go to View gt Component Column then click Yes then Close Setup Component item 1 Go to Setup gt Items and creat
49. y been paid yet You can use this function to review all transactions within a specified date range and edit a transaction directly if needed Although you can only view transactions that have already been reconciled with a bank statement Fon 022006 ej To 1 VAE BA Sderirec s Other income HIT How to open the Cash Book The Cash Book can be opened in three ways from the Main Menu Click Cash Book at the bottom of the menu list on the Sales Expenses or Bank drop down menu at the top of the main screen How to change the date range The Cash Book date range will default from the start of financial year to the current date If you wish to alter the date range then click the drop down arrows in the From and To boxes to show the drop down calendar and specify the date range for the transactions you wish to review View transactions by Income amp Expenditure account There are tabs across the top of the transaction grid that you can click on to filter by the Income amp Expenditure account or click on the first tab to show all transactions How to view or edit a transaction Double click on any transaction to open the relevant transaction form You will not be able to edit all of a transactions details if it has been reconciled with the bank 25 How to create a new Withdrawal Deposit or Account transfer Select the appropriate button on the bottom part of the screen and complete as you would
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