USER GUIDE - Retaildata
Contents
1. Reports View Reports Press Other Functions Administration Reports Reports Press the Report tab and select the appropriate report to view Press the Date tab and select your required date Press Generate Report Press Print if required picture of printer in top right hand corner Exit 1s at the bottom right of the screen In options you can access the training mode data set the day of the week for the start of your financial week and set the till that you wish to generate the financial summary and save as a csv file on the back office Training Mode In Training Mode no normal transactions will be recorded Stock will not be adjusted by sale and no payment will be recorded To Enable Training Mode Press Other Functions Administration Training Mode Enable The till roll will turn pink fig 7 2 and the words Training Mode Enabled will appear under the shop number To Disable Training Mode Press Other Functions Administration Training Mode Disable The till roll will turn blue Sometimes the next time it is used and Training Mode Enabled will disappear Messages The message button on the front screen shows blue or red numbers in the corner showing the number of unread messages A blue number denotes a service message and a red number denotes an Added Value message To Read a Message Press the message button then select the message you wish to read The message will display on the right of the screen To2. Session Start Wed 7th Oct 21 42 BST Session End Now Thu 8th Oct 21 24 BST Time and date session started and ended Payments in Cash taken 590 74 2 Voucher 6 20 2 Visa Credit 32 79 3 Card Payment 56 37 10 Visa Debit 131 65 Total Session Takings 817 75 These are the ways funds have entered your till Payments out 2 Lottery Payout 16 30 7 Lottery Instant Payout 52 00 Supplier Payout 47 19 2 Miscellaneous Payout 1 54 5 Cashback 75 00 Total Session Payouts 192 03 These are the ways funds have left your till Float 260 78 The amount of money you have put into the till to start your session TOTAL CASH in drawer 659 49 Just cash not card transactions vouchers etc TOTAL in drawer 886 50 Including all the ways funds have entered your till Float 260 78 Total Session Movement 625 72 Total in drawer minus the float you started with Miscellaneous 12 No Sale 9 Void 22 15 7 Cancel transaction 90 5 121 Trade Transactions Average Spend 6 4 This is a general overview of the till during the session Takings Breakdown Non VATable Takings 442 60 Takings 20 00 300 15 Net Takings 20 00 250 12 VAT 20 00 50 03 A snapshot of your takings More information is available on your Financial Summary report Commission Breakdown Lottery 128 00 Paypoint 184 00 Commission Total 3 2 00 Categories yo
3. D Retail Data Partnership Ltd USER GUIDE For ShopMate V6 ShopMate Lite OrderMaster H a Symbol CS3000 Contact Details Address The Retail Data Partnership Limited Brewery House 4 Scotgate Stamford Lincolnshire PE9 2YB Website www retaildata co uk Please log in to the User Area of the website to use the resources there Email support retaildata co uk Fax 0870 4323678 Tel 01780 480562 Department Extension Number Hours available Sales l Mon Fri 09 00 17 00 Promotions 2 Mon Fri 09 00 17 00 Hotkeys 2 Mon Fri 09 00 17 00 Technical Support 3 Mon Sun 07 00 19 00 Accounts 4 Mon Wed 09 00 17 00 General enquiries 5 Mon Fri 09 00 17 00 Technical Support is available 365 days of the year between 07 00 19 00 Between 07 00 09 00 and 17 00 19 00 Technical Support is available for Emergencies only The Retail Data Partnership 20121 Page oo cQ B gt A 10 10 12 14 16 18 18 20 22 24 26 20 30 Contents Description Getting Started System Maintenance User Login Sessions Processing a Transaction Managing the Till Roll Discount Void Refund CashBack Price Check Payments from Cash Drawer save amp Retrieve Historic Transactions Manage Products Accounts setting the Hot Key prices of newspapers Shelf Edge Label Printing Category Management Wholesaler Details Reports Training Mode Messages Promotions Price Embedded Barco
4. If this is the first time that this product has been scanned you will be asked if you would like to add the product When you press Add the system will recognise that it is a PEB Price Embedded Barcode and offer some details to be added or edited Fill in the details required and press Save The product will be recognised and the price displayed on the till roll View Promotions Currently selected promotion period Thursday 1st September 2011 Sunday 30th October 2011 Rem Index Promotion ID Promotion Description L1 1 110019997 linked test Promotion Type Linked Promo Price Embedded Products Hand Held Scanner OrderMaster ShopMate Lite Hand Held Scanner OrderMaster making an order Press the Ordermaster icon on the screen If the icon is not visible simply press the House icon and scroll through e the icons until the Ordermaster icon 1s visible Press the Ordermaster icon A login screen will appear Press 1 default Login ID is 0001 then press Enter You will then see a list of options Press Make Up Order A screen with orders 1 2 and 3 will appear You can make up 3 separate orders at the same time This is useful if you want to order stock separately Press New A screen with the words NEW ORDER will appear Under the word Supplier is a downwards facing arrow Touch it and your supplier list will appear Click on the supplier you want to use and press OK You are now re
5. sessions in that group by touching the session you want to see This will highlight that session then press Edit Stock Take Session When editing the Stock Take Session you can change the quantity by pressing the highlighted number under the heading Quantity and using the numbered keypad to enter the correct quantity Then press Submit You can delete a product by pressing the product line and then Delete Product Add products by pressing Input Barcode or scanning the barcode with the handheld scanner Print the Stock Session by pressing Print Stock Session A print window will appear Press the Print button at the bottom right corner You can delete the session by pressing the Delete Stock Take Session When you have edited a group of sessions you will need to select the group and press Commit Stock Take Group Only then will the figures on the till be updated SYMBOL CS 3000 To create an order Scan a product using the button on the scanner Each time you scan a barcode one of that product will be added to the order If the wholesaler only supplies that product by the case or a minimum number then one case or one minimum amount will be added If you scan a barcode using the button on the scanner then the last instance of that barcode will be deleted from the order When the order has been created place the scanner in its cradle and the order will be sent to the till The scanner will make a two tone beep when it starts sendin
6. then press Enter Press Administration Get Prices Tick the box on the right opposite your supplier details Press Continue then press Yes This will delete the current price file When the price file is deleted a new screen will ask for new wholesaler details Press the down arrow press your supplier details Press Continue then place the handheld scanner into the cradle and press Yes This will download the new price file Users Press the OrderMaster icon on the screen If the icon 1s not visible press the House icon and scroll through the icons until the OrderMaster icon is visible You will see a login screen Press 1 default LoginID is 0001 then press Enter Press Administration Users Here you can delete edit and add new users When editing or adding new users you can assign them as a manager user by Selecting in the access field Select 2 for staff users Press Exit to save changes ShopMate Lite the House icon and scroll through the icons until SMLite icon is visible When you have pressed the SMLite icon the login screen will appear Press 1 default LoginID is 0001 then press Enter Press the SMLite icon on the screen If the icon 1s not visible press a Lite Till If you have a power cut or are otherwise unable to use your Epos system you can use the handheld scanner as a till using cash only Go to SMLite Press Lite Till You will be asked to keep a 100 or change it to another figure Press Keep to keep
7. Delete a Message Press the envelope at the bottom of the screen with a red cross on it Reports Dates Options os f like Financial Summary Report for Test VPN Shop Daily Report for Monday 28th September 2009 Total Financial IV Enable Disable Vodafone 2Cabbage Savoy Swede Cashback Cancel Total 0 00 Items Other Functions The Retail Data Partnership Tel 01780 480 562 Shop Number 9997 Till 1 User Admin aaa v Account Promotions You can operate a variety of promotions on ShopMate We can set these up on your till s for you This is particularly useful if you are part of a symbol group as many of the symbol groups send promotion details to us in advance You can manage your own promotion either on the till or if you have the Window on the Till back office software connected to your till s you can manage them there In either case setting up or managing your promotions works the same To enter promotions touch Other Functions then Promotions You will be prompted to select a period for the promotion You can either enter the dates for a new promotional period by touching Add New Promotions Period or touching the down arrow next to the promotion period dates to open the drop down box that shows you the available promotion periods already on the system If you touch Add New Period then Set Date
8. can be kept in this area Press Other Functions Administration Wholesaler Details Select View for relevant wholesaler Wholesaler details can now be edited or deleted Or Select Add New and fill in relevant details Select Save Current Currently there are 27 barcodes in the list E Print ShelfEdge Labels Barcode Description Price Print Shelf Edge Labels Rem 50232543 Princes Salmon Pink 0 85 Rem 50209484 Colgate Dental Gum Whitening 0 79 Rem 50426751 Rolo Single 0 35 Rem 5024941 I Nestle Double Cream 0 42 Rem 50426270 Rtrees Jelly Tots Bag 0 35 Rem 5012035916572 Haribo Magic Mix 0 99 Rem 50819485 F Friend Original Pkt 0 59 Rem 42070221 Orbit Ice White Sfree 7stk 0 35 Rem 42101338 Wrig Extra Mint Pmint 20pc 0 42 Rem 40099767 Wrigley Extra Wfresh Opc 0 28 Rem 50431014 l amp b Ks Gold 4 35 Rem 5012035915278 Haribo Fizzy Cola 1 03 Rem 50241231 Flora Light 0 69 Rem 50249473 Munchies 0 48 Rem 5012035909307 Haribo Gold Bears 1 03 Rem 50166251 Sheba Rabchicken 0 45 BM casr1120 MM SEE S E 3 5 47 Category Management Add New Category Name Groceries Bisc Cake Electronic Cat 2 Name 1 Cat 3 Name 2 Cat 6 Name 1 Cat 7 Name 1 Cat 1 Name 1 Cat 7 Name 1 Wholesaler Details Wholesaler Name Booker EV Saxton Magazines PalmerHarvey POStamps TROP General NisaFrozen Gibson
9. the float Press Enter Sale Scan the product barcodes When you have all the items in the transaction Press Pay Goods In Removed Returns Stock Take options All these options work in the same way Press one of the options then scan a product barcode Press the sign to specify an amount and then press Save Scan the next product barcode and press Save Price Change To change the price of a product go to SMLite Press Price Change Scan the product barcode enter the new price and press Enter Hot Sync When you have used the handheld scanner for any of the functions described above the Information will stay on the handheld scanner until you synchronize the scanner to the till system To sync the scanner Press the House button until you see the Hot Sync icon press the button and the image will be enlarged Ensure that the scanner is correctly placed in the cradle and press the large Hot Sync icon on the screen Stock Management Stock Take You need to make a Stock Take Group Once this has been done you can assign several different sessions of stock taking to the group and then commit the group This enables you to have more than one person doing a stock take at any time When you commit the group you will update your system with the new Information which can be viewed in relevant reports To Carry Uut a Stock Take Press Other Functions Products amp Prices Manage Stock New Stock Take Group You will be asked f
10. Retail Data Partnership Shop Number 9998 Till 1 User David Training Mode Enabled E VaR O Manage Products Select Manage Products on the front screen then scan a product or type in a barcode In this screen you can change the details of the product and select if it 1s locally managed in your store or managed by The Retail Data Partnership Details Tab Categorisation can be swapped between an RDP category and a User category The default is set to the categories set by The Retail Data Partnership and is titled RDP You will need to set up your categories before you can manage them locally See section 11 1 of the manual If you select Locally Managed you can assign the product to one of your categories Product Information The Item Size will be set by us if we have the information You can select Locally Managed and enter the information you have on the product Shelf Edge Label You can select Print Quick Label to print a label from the receipt printer You can also select Add to Label List to print on the laser printer when you have a list of 21 Pricing Tab In this tab you can set the VAT level adjust cost information and selling price You can also set how that price 1s achieved For example the selling price 1s at the bottom of the screen as Mark Up To change a price touch the price you are selling at a numberpad will pop up for you to type in the new selling price Now press Submit then OK or Apply Ok will Appl
11. ady to make an order To add products to the order scan the product barcode and press the sign to set the number of items required This will always order in box quantity not single items Press ADD TO ORDER Continue the process until you have completed your order SHOPMATELITE Lite Till In Returns Price Change EXIT OrderMaster sending an order p Stock Take SHOPMATELITE V 1 1 C2 LOGIN 342 mi Enter ysur Cade G00 7 iis Jl Pa jis Ls C p ds 9 ese enter ex Press OrderMaster icon on the screen If the icon is not visible press the House icon and scroll through the icons until the Ordermaster icon is visible When you have pressed the Ordermaster icon you will see a login screen Press 1 default Login ID is 0001 then press Enter You will see a list of options Press SEND PRINT ORDER You will see a screen asking for which order to be sent Press Prep button to the right of the order you want to send Press Send Order Press No when it ask if you want to print the order When you get the message Is the Scanner plugged in and the switcher box set put the scanner into the cradle and press Yes Your order will go from the handheld scanner on to the ShopMate Epos System Ordering from the Till Go to the ShopMate Epos system Press Other Functions OrderMaster You will see your order Touch the order to highlight it and use the function buttons on the ri
12. d then press the Open Session button Current User Admin Processing a Transaction Point of Sale When you scan the barcode on a product the product description and price will appear on the till roll section on the right of the screen Multiple Items Scan the product barcode enter the number of items and press Oty button Or Enter the number of items and then scan the product barcode Hotkeys Hotkeys are used for items that do not have barcodes or to speed up transactions that include newspapers You have a Hotkey Barcode booklet with the barcodes of priced hotkeys to enable you to change prices as required Hotkeys using lottery Press Lottery hotkey This will bring up a screen with bright green hotkeys and blue hotkeys A bright green hotkey indicates a set price A blue hotkey indicates a payment key If a customer wants to buy three lottery tickets enter the amount on the keypad Press Buy Ticket If a customer has a winning ticket or scratchcard enter the amount of winnings on the keypad Press Lottery hotkey then Press Winning Ticket Winning Scratchcard Hotkeys using Paypoint Press Paypoint hotkey This will bring up a screen with a number of payment options These hotkeys are dark green and indicate that they are unpriced If a customer wants to pay an electricity bill of 67 59 enter the amount on the keypad Press Paypoint then Press Electric hotkey Note There are Miscellaneous VAT and N
13. des Handheld Scanner ShopMate Lite OrderMaster Stock Management symbol CS3000 OrderMaster Relevant screenshots are printed opposite the text in this Guide Please Note Your ShopMate Epos system must always be shut down using the menu system Do not switch off as this could damage the hard disk in the computer If the hard disk is suddenly switched off it does not have time to save and this could corrupt the data on the computer This would mean that your EpoS system would not function and you would be unable to trade Getting Started Users on the till When you first switch the system on you will see the User Log In screen Touch the pre programmed user called Admin Enter the pin number of 6 zeros To add new users change passwords etc refer to User Login below Adding a float to the cash drawer You will then see the open session screen You can start trading at recommended retail prices by putting a float in the drawer entering the float amount in the box using the number pad and pressing Open Session For more information on Sessions see page 4 of this guide System Maintenance This menu should only be used when requested by the Support Staff of the Retail Data Partnership Limited Select Other Functions System Maintenance Shutdown This will shut down the system If you shut down the master till any slave tills will stop working because the slave tills use the database on the master till Re Boot This will r
14. eshooting You may run regular promotions set by your wholesaler symbol group as well as your own promotions from time to time Wholesaler promotions are usually set up by TRDP staff about a week before they go live We strongly advise you to check your promotions report before they go live Press Other Functions Administration Reports Reports to ensure that they have been downloaded and check that they are what you expect If a promotion does not fire on your tills the most usual reason is that you have been supplied with a product barcode that was not included in the promotion brief This 1s simple to correct Check the barcode s on the product s against those that appear in your Current Promotion report Call us with the promotion ID product description and barcode s We will add the barcode s to your promotions Please do not telephone us without checking your promotion report Please have the relevant barcodes to hand before you call Setting up your own promotions You can set these up yourself but if you would like us to set up promotions for you please visit the User Area at www retaildata co uk log in and use the pre set form email solutions retaildata co uk or fax 0870 432 3678 the details to us We need the following information to set up promotions Start and end dates Product description Promotion type multibuy BOGOF etc Promotion price Barcodes Price Embedded Barcodes Scan the barcode
15. estart the system If you restart a master till any slave tills will stop working because the slave tills use the database on the master till Restart Kiosk This will restart the software This may need to be done to implement changes made to your till but it may not convenient if we restart the software while you are trading User Login Login Select your name from the list Enter your pin number Press Login Logout Press Sessions User Logout Administrator If you are logged in as the Administrator or have administrative functions you can manage other users The Administrator can add edit or delete new and existing users Press Other functions Administration User Management Edit User When you are logged in as a user you can edit your pin number only Press Other Functions Administration User Management NB The PIN number is set to 000000 by default for Admin Please type the Session Opening Float and then press the Open Session button Current User Admin The Retail Data Partnership Tel 01780 480 562 Shop Number 9997 Till 1 User Admin M L3 his menu should only be use her requested by technical support 1Lottery Ticket Sale Vodafone 2Cabbage Savoy Swede Cashbad The Retail Data Partnership Shop Number 9998 Till 1 User David Training Mode Enabled Vegetabl User Login ot Please select a user from the li
16. g an order and the till will play a melody when it has received the order successfully Note Do not put the scanner into the cradle until you have completed your order as it will be sent to the till as a completed order OrderMaster Via Toshiba ST A10 Editing and sending your order To view your order on the till select Other Functions then OrderMaster Any orders that you have sent will be in Held Orders Select Held Orders then in the pop up box select the arrow for Create Order from Then touch the required order Now select your wholesaler in the same way Select the arrow or Select a Wholesaler and select the wholesaler Now select Next Your order will now be displayed and you can edit the quantity ordered before creating the order to send Touch the quantity you want to change A number pad will appear where you can select the number required and press Submit Below the order will be a list of products that are not supplied by the wholesaler When you have finished editing select Create Order The order will now be in your Current Orders list When you have sent an order it will move to Historic Orders Amend an Order To amend an order touch Order to be Amended It will change to yellow and offer the option to Amend or Prepare Touch Amend then touch the item to be amended and press Select Item You can now alter the amount ordered and press Save or Delete the item Print Order While you are in the amend screen you have the option
17. ght You may want to review your order before sending To do this Press Amend Order Check and amend as necessary When you are ready to send the order Press Prepare Order Press Yes when prompted The order is now on its way to your supplier You can view historic orders and unsent orders on the till Current Orders 0 There are no current Orders in the system Historic Orders 3 Order ID Wholesaler 10 Booker316 Order Prepared Thu 7th Jul 2011 13 19 Lines o OrderMaster Orders Shop 3000 Sutton St James Conv Store Total Price 0 00 a Booker316 1 Booker316 Thu 7th Jul 2011 12 46 Fri 1st Jul 2011 18 09 o 10 0 00 1194 12 Amend Order Prepare Order Delete Order View Historic Order Unsent Orders 0 Price Check on Hand Held Scanner Press the OrderMaster icon on the screen If the icon is not visible press the House icon and scroll through the icons until the Ordermaster icon is visible You will see a login screen Press 1 default LoginID is 0001 then press Enter Press PRICE CHECK Scan the product barcode for the price Downloading a new Pricefile Each week you will need to download a new price file to the handheld scanner To do this Press the OrderMaster icon on the screen If the icon is not visible press the House icon and scroll through the icons until the OrderMaster icon is visible You will see a login screen Press default LoginID is 0001
18. ions iS News X PayPoint Lottery J Gen Misc Fruit veg wkend i Change Items 1 Button Mushrooms Other Funchons News X PayPoint Y Lottery I Gen Misc Fruitveg wkend New Account Account number Address Town City Title Forename Surname 4001 Opening Balance in credit Phone Daytime E a Phone Evening fr I 1 Phone Mobile Postcode Address Town City County Postcode Phone Evening Phone Mobile Balance 04 Apr 2005 12 54 04 Apr 2005 12 53 04 Apr 2005 12 53 04 Apr 2005 12 53 04 Apr 2005 12 52 04 Apr 2005 12 52 01 Apr 2005 07 37 Account number Title Forename Surname Phone Daytime This customers Billing Type is Invoice Last 7 transactions on this account Written off amount Written off amount Misc Sale Misc Payment Misc Sale Misc Payment Misc Sale Display Account Basic Information 3002 Mr Singh Newborough Peterboro 20 00 Edit Details Alter Balance Switch Billing Print Summary View Report 20 00 15 00 15 00 50 00 50 00 27 49 5 00 Delete Account Setting the Hot Key prices of newspapers This is slightly different to setting prices of other Hot Keys and needs to be done each day for the first week so that the Hot Key can be linked to the newspaper barcode for repo
19. l be displayed Payments from the Cash Drawer Staff Wages To pay staff wages Enter amount Press Alter Press Payout Press Staff Wages Pay Supplier To pay a supplier Enter amount Press Alter Press Payout Press Supplier Miscellaneous Payment To make a miscellaneous payment Enter amount Press Alter Press Payout Press Miscellaneous payment Money to Bank To take money from cash drawer for banking or safekeeping Enter amount Press Alter Press Payout Press Money to Bank Other Functions 1Lottery Ticket Sale Vodafone 2 Cabbage Savoy The Retail Data Partnership Shop Number 9998 Till 1 User David Training Mode Enabled Other Functions 1Lottery Ticket Sale Vodafone 20 00 2Cabbage Savoy Swede Cashback The Retail Data Partnership Shop Number 9998 Till 1 User David Training Mode Enabled Payout Other Functions 1Lottery Ticket Sale Vodafone 2 Cabbage Savoy Cashback PayOuts Staff Wages The Retail Data Partnership Shop Number 9998 Till 1 User David Miscellaneous Training Mode Enabled Supplier Money To Bank Save and Retrieve To save a transaction to be brought back later to finish lay away For example if a customer is not able to pay you can save the transaction and continue serving other customers When the customer returns with the money you can
20. o add the barcode to the promotion details When you have entered all the details of the promotion touch Save Occasionally a barcode will be added that 1s not on your till You will be asked if you would like to Add it Anyway If you say Yes the promotion will work for that barcode as soon as it is added to your till You can review the promotions you have entered by touching Back at the top right corner of the screen If you touch the promotion description it will bring up the promotion which can be edited and new products added You can also see a detailed report by clicking on View Report To delete a promotion go to the list of promotions in a particular promotion period and tick the box under Rem then touch Remove Promotion Promotions Please select the period you wish to add edit Special Offers for Add New Period Thursday 1st September 2011 Sunday 30th October 2011 n b Dates are inclusive Add New Promotion Period Start Date Save End Date rt Start Date July 2011 Tue Wed Thu Add Promotion The currently selected Promotion Type is Buy One Get One eres chase Promotion ID 120019997 Currently there are no Items in this promotion This Promotion will apply between Thursday 1st September 2011 and Sunday 30th October 2011 inclusive Description Buy any one of the promotional barcodes Barcode ad and getthe Least Expensive Item Free O Promotions Troubl
21. o be removed is highlighted This is done by using the Up and Down buttons or by selecting the product description Press Void When the item is removed the sub total will automatically be updated Cancel Whole Transaction To cancel the whole transaction rather than having to void every single item Press Alter Cancel Transaction Refund To issue a refund scan the product Press Alter Refund Discount Scan item to be discounted or press appropriate hotkey Press Alter Discount 96 hotkey To sell an item at a specific price scan the product Press Alter Discount Enter the amount Press Actual Amount No Sale To open the cash drawer without processing a transaction Press Alter No Sale The cash Drawer cannot be opened in the middle of a transaction Multi This hotkey calculates multiples of a product in a transaction For example To sell six bags of sweets priced at 37p each Press Sweets Enter the price of one bag of sweets Press Miscellaneous Sweets hotkey Enter the number of bags of sweets Press Multi This will calculate the total amount CashBack Enter the amount of CashBack and then Press CashBack hotkey When you complete the transaction the system will calculate the change as the amount of cashback Card Charge If you have a charge for credit debit card use Press Card Charge hotkey and the charge you have set will appear in the transaction Price Check Select Price Check Scan item and the price wil
22. on VAT hotkeys on your system These are for use in emergencies If you find that you or your staff are using these hotkeys a great deal you may need to ask us to set up further hotkeys for items without barcodes If you require additional hotkeys or would like us to remove redundant hotkeys please contact us with details of what you require Finishing a Transaction lf a customer gives you 50 20 10 5 2 or I for the transaction you can use the shortcut hotkeys The till drawer will open Press Receipt if required Pressing Next Customer is optional Or Enter the amount of cash being offered Press Cash Or Select End Sale which will bring up a screen with different payment options Cheque Enter the amount and Press Cheque Voucher Enter the value of the voucher and Press Voucher Credit amp Debit Cards when you have scanned in all the purchases select End Sale then press the appropriate card symbol eg or Other Functions Down Vodafone j 2Cabbage Savoy Swede The Retail Data Partnership Shop Number 9998 Till 1 User David Training Mode Enabled A TI The Retail Data Partnership Tel 01780 480 562 Other Functions Jg x di m 9 Shop Number 9997 Till 1 User Admin 4 iceman VISA Wess i ae v Account Managing the Till Roll Void Using Void will remove an item from the Transaction Ensure that the item you wish t
23. or a description for the Stock Take Group Fill in the required field and press Save You will see the Stock Take Group that you have created You need to assign the stock take sessions to the group Press select to highlight the group You will see several buttons at the bottom of the screen Press Add Stock Take Session and you will be prompted to add products to the list Press Input Barcode and enter the barcode manually using the keypad or scan the barcode using a barcode scanner then press OK You will see the item in a list and you can change the quantity by pressing the highlighted number under the heading Quantity Use the numbered keypad to enter the correct quantity then press Submit If you make a mistake delete the product line using Delete Product You can print the stock session report by pressing Print Stock Session Adding a session using the Handheld Scanner Press Other Functions Products amp Prices Manage Stock and synchronise the handheld scanner to the till system When the handheld scanner has been synchronised a window will appear indicating that there 1s an unassigned Stock Take Session Press Please Select a Stock Take Group You will then be prompted to assign it to one of the available groups Touch the group you want to assign the session to then press Assign If a group is not available or if you want to create another group press Add New Group When all sessions have been assigned to a group you can preview all
24. retrieve their transaction and continue to serve them At the end of the transaction when a customer realises that he can t pay Press Alter Save Retrieve Save When customer returns with payment Press Alter Press Save Retrieve Retrieve Touch the item description on the left menu there may be more than one saved transaction Press Select If you have chosen the wrong transaction press another transaction in the left menu and press Select When you have the correct transaction on the right menu Press Retrieve Transactions can be viewed by using the Up amp Down buttons Press Retrieve to continue with the transaction or Cancel to remove it Note There is no limit to the number of transactions that can be saved If you have more than one till you can retrieve transactions from any till If you save a transaction on till 1 you can retrieve it on till 2 If there is a power failure open transactions will automatically be entered into Save Retrieve Historic Transactions This shows the last 1 000 transactions each day and allows you to print a receipt Press Other Functions Administration Reports Press Historical Transactions Touch the Transaction required Press Select Receipt Retrieve Transaction Retrieve Cancel Other Functions 1Lottery Ticket Sale Vodafone 2 Cabbage Savoy Reports Historical Transactions Cashback Session Reports The
25. rting and stock purposes There are two ways to set up your Newspaper Hotkeys ie Go to the newspaper Hot Keys and press one of the news paper hot keys For example press The system will ask you to scan the associated newspaper This will link the Hot Key with the newspaper You will need to do this each day until all the papers for each day have been scanned NB The news paper will be added to the till roll to be sold and so will need to be voided if not to be sold or done in training mode p If a newspaper price is altered then the barcode is also altered To set up prices or if the price of a newspaper changes go to Other Functions then Products and Prices and then Manage Newspaper Hot Keys Press Clear Barcode to clear existing barcode and then scan the newspaper The price set for the Newspaper Hot Key is then taken from the price file on the till No Barcode has been entered for the Mail on Thursday Please Scan the correct barcode now or press Cancel APP P PP py Newspaper Monday Tuesday Wednesday Thursday Friday Se ee Financial Times me EN pe EE EN EN p om J 1 I m ow o mm 7 H Shelf Edge Label Printing Using the Laser Printer To print shelf edge labels using the laser printer you need to create a list of product details The list can be printed onto a sheet of paper or a sheet of pre cut labels The printer is set to print onto an A4 sheet of 21 labels 3 acros
26. s the screen will display a calendar for you to select a start date When this has been selected the calendar will be displayed for you to select an end date NOTE that the dates are inclusive When you have selected the dates select SAVE to save your new promotions period Then select the promotion period that you want to use by dropping down the promotions date box and touching the required dates then press GO The View Promotions screen displays To add a promotion click on Add Promotion The top of the screen shows the Type of promotion that will be added To see the choice of promotion types press Change The options are Buy One Get One Free Multibuy e g any four of these five different chocolate bars for 99 pence Reduced to e g price reduced from one price to another Buy No Get One Free e g buy five different chocolate and get one free Either the least expensive or the most expensive Linked Promotion e g buy two bottles of shampoo and get Hair magazine for 1 00 P where P could be zero Select the promotion type you require by pressing the Pick square next to it The screen will display the boxes into which you need to add details The first box needs a description of the promotion NOTE The different types of promotion require you to complete different boxes on the screen It is important to remember that when you enter barcodes you MUST click on the Add square to the right of the data entry box t
27. s and 7 down The size of these labels is determined by the height of the most widely used shelf edge fittings used around the UK Adding products to List Press Other Functions Products amp Prices Change price Scan the product barcode enter using the keypad or search for the product by pressing the Search Button When the Product Details are displayed Press Add to Label List to add product to the list Press Print Shelf Edge to print a temporary label from the receipt printer Print Edit the Shelf Edge Label List Press Other Functions Products amp Prices Print Shelf Edge Labels Press Print Shelf Edge Labels to print the list To remove an item from the list select Rem To remove the whole list Press Other Functions Products amp Prices Print Shelf Edge Labels Clear Shelf Edge List For till rolls printer cartridges and shelf edge labels Talpa Office ProductsLtd 2na Floor 5 Princes Road Shepton Mallet Somerset BA4 SHL Tel 01749 330683 email philip smyth talpaoffice co uk Category Management Use this if you wish to assign products to categories other than the default categories on the system If you decide to use this option you will need to categorise all of your stock in this way Adding a Category Press Other Functions Administration Category Management Press Add New Category Enter the name of the category to be created Press Save Current Wholesaler Details Details of relevant wholesalers
28. st enter the PIN and then press the login button Users 2 User ID User Name User Details UserID Username Details Admin Sessions Closing a Session Press Session Close Session A message will appear asking if your sure you wish to close session Press Yes to continue closing the session or No to return to the trading screen The system will ask for Payments In and Payments Out Count the cash in drawer and enter that figure into relevant box Press Add Complete the same process for all Payment options Press Submit Takings The receipt printer will automatically print till contents Open a Session Enter the amount of float Press Open Session Increase Float Enter the amount by which you wish increase Press Session Increase Float A message will indicate that the increase was successful The cash drawer will open Decrease Float Enter the amount by which you wish to decrease Press Session Decrease Float A message will indicate that the decrease was successful The cash drawer will open and a receipt will print Screen lock Press Session Padlock Press Yes To unlock type in your shop number Press Unlock Screen Session Report Analysis Comments in brackets are not normally seen on a Session Report Session Report The Retail Data Partnership Ltd Shop Name Till No 2 Session ID 685 Which till the report is from and the session identification
29. to Print Order This will print on the laser printer attached to the till Send an Order To send order touch Prepare Order The till will then prepare the order to send to the wholesaler Select Yes and the order will attempt to go If the order fails to go it will be in Historic Orders and highlighted Unsent Orders Touch Unsent Orders and any unsent orders will be displayed The order will attempt to go every five minutes or you can send the order manually by pressing Attempt to Send Order
30. u receive commission on Tobacco 164 18 Total Category Sales 742 75 Takings during the session for each category Hourly Breakdown 2 2012 10 18 08 00 9 00 7 72 9 2012 10 18 09 00 10 00 36 19 4 2012 10 18 10 00 11 00 20 30 7 2012 10 18 11 00 12 00 19 95 15 2012 10 18 12 00 13 00 144 63 Category Breakdown 4 2012 10 18 13 00 14 00 25 69 Alcohol 35 75 12 2012 10 18 14 00 15 00 88 94 Cards 0 60 15 2012 10 18 15 00 16 00 60 73 Chiller 30 09 11 2012 10 18 16 00 17 00 83 53 Confectionery 33 61 3 2012 10 18 17 00 18 00 15 77 Drinks 38 22 9 2012 10 18 18 00 19 00 72 16 Frozen 4 43 13 2012 10 18 19 00 20 00 68 54 Groceries 57 01 6 2012 10 18 20 00 21 00 31 15 Household 1 7 40 11 2012 10 18 21 00 22 00 67 45 Lottery 128 00 Footfall Date Time amp amount taken Miscellaneous 18 58 News amp Mags 13 03 Signed eee eee ooo oeeee Paypoint 184 00 Signature of whoever cashed up Pet 5 40 Snacks 12 45 Check Session Takings Logout Payments In Description Add Amount Cash In Drawer Visa Debit Payments Out Description Add Amount Lottery Payout Lottery Instant Payout Euro Millions Payout Total Payments Into Drawer Total Payments Out From Drawer Total ce ce ce Total ce ce ce ce Next Payment Method Submit Takings Please type the Session Opening Float an
31. y and exit the screen while Apply changes the price but keeps you in the screen Stock Details Tab Here you can change the wholesaler from which you have purchased the product You can also adjust stock levels and re order information Accounts Setting up an Account Press Other Functions Administration Account Administration Press New Account Enter the relevant information and press Save The Account number will be generated automatically The only fields required are number and surname but customer records will be more accurateif you complete the other fields Paying for a Transaction on Account When the customer is ready to pay Press End Sale Account Press one of the four searching options When you have found the correct account Press Pick Press Purchase on Account Paying off an Account If a customer wants to pay off part or all of what they owe Press End Sale Account Press one of the four searching options When you have found the correct account Press Pick Enter the amount and Press Money into Account Red button Finish the transaction with End Sale Cash or Cheque etc Press the End Sale option once to enter the amount Press it again to complete the transaction Editing or Printing Account Details Press Other Functions Administration Press Account Management Select account by one of the methods offered Enter the amount to be paid off To print account report Press View Account Print Other Funct
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