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Retail-Man User Manual

1. EziSolution Systems 2011 Global Stock Maintenance Select Global Stock Maintenance to change reorder levels reorder quantities prices tax codes raise prices by a percentage and so on over a range of part numbers or one group code in a single operation Maintenance Type Select one of the following from the dropdown list according to the type of maintenance you want to do Re Order Level Re Order Quantities Retail Price Trade Price Wholesale Price TAX Code Discount From Part No The first part number you want this to apply to To Part No amp Group Name Enter a combination of part numbers and group code to restrict the range to those parts you want to maintain 0 p74 EziSolution Systems 2011 Stock Quantity Adjustment Select Stock Quantity Adjustment to change the stock quantities on a specified range of part numbers or a group From Part No First part number of the range To Part No amp Group Use a combination of part numbers and group codes to restrict the part numbers to what you want Bin Location This is an alternative way to select a range of parts Post to Account Enter an account name or number of the account to be used for posting on these parts This is validated against the Accounts List Item list Part No The part number and items details are displayed to show you Item Details which parts you are working with Qty on Hand The quantity is recalculated whe
2. Example http server printers myprinter printer lt Back Cancel Click Next to browse for a printer Add Printer Wizard Browse for Printer When the list of printers appears select the one you want to use Printer Nightwolf POS Shared printers HS MAINSEPSON Stylus C43 Series EPSON Stylus C43 Series MAIN Generic on Cori Generic Text Only amp MAINSHP LaserJet 4P 4MP PS HP Laseret 4P 4MP PS NIGHTWOLFSPOS Generic 7 Text Only MAIN 3 NIGHTWOLF Printer information Comment Status Ready Documents waiting 0 lt Back Cancel Select the printer you want to use and click next p208 EziSolution Systems 2011 Add Printer Wizard Default Printer Your computer will always send documents to the default printer unless you spacify otherwise Do you want to use this printer as the default printer C Ye lt Back Cancel Next open the program then go to MAINTENANCE gt SYSTEM SETUP gt HARDWARE and under the POS Printer chose the printer you just created and save GENERIC POS PRINTER Auto POS on NIGHTWOLF Note that you should not make the POS printer your default Windows printer even if you do not have another printer connected to the system the reason for that is you will have problem printing all other reports since the system uses the default Windows printer font to print the reports and the POS printer fonts are very li
3. Start in N AMan Shortcut key None Bun Normal window NG Comment E EE Or p212 EziSolution Systems 2011 Retail Man Properties General Shortcut Retail Man d Targettype Application Target location RMan Target Servers erverC AMan AMan exe 2 Start in S amp S erver ServerC AMan Shortcut key None Bun Normal window v Comment 0 p213 EziSolution Systems 2011 System Freeze If you are running the program on a network you may experience what look like freeze but its actually trying to look for files if you have included the path names that are valid on one system but not on the others that are networked Here is an example RMAN is installed on Machine called Server and you enter the logo file path as C RMAN MyLogo jpg Now if you run this from the server it will work fine but if you run it from the network it will be trying to look for a file called MyLogo jpg on the local drive but it can t find it The system will give you an error But if you have entered a Desktop Picture file under the User Maintenance section and the path is valid for one system but not the rest then a delay of 1 to 5 minutes will happen every time the main menu gets focus which will look like a freeze To fix use the absolute file names such as Server DriveC RMAN MyLogo jpg replace the computer hard drive names accor
4. Home Code Enter the home Code in ASCII format the default is 11 the home code is used to force the cursor to the top left hand side of the display CR Key Code Enter the Carriage Return Key code in ASCII format The default is 13 this code is used to skip to the next line Welcome Text Enter the welcome text that appears on the pole display Currency Symbol Enter the currency symbol Some currency characters will not display properly on the pole display so its ASCII equivalent must be entered to overcome this limitation An example of that is the Sterling Pound sign you can use the value 156 to allow the display to show the 0 pl56 Electronic Scale EziSolution Systems 2011 This option is used to setup the optional electronic scale that is connected to the system using the serial port a Hardware Setup Default Printers m Electronic Scale Scale Name Com Port Parameters Read Time ms Enable Weighing Disable Weighing POS Printer 2 Cash Drawer NCR Scales x Com Port Baud Rate Parity Bits Stop Bits o 9600 x 0 x 75 16 400 0x31 0x31 0x3 0x3 0x31 0x32 0x3 0x0 Weight Start position 3 Weight Digits 5 Factor 0 001 Scale Name Choose the scale name from the drop down list if your scale type does not R you can email us with your scale type and its control codes and we will add it to the Com Port Enter the scale communications port leave it zero for no scal
5. Please note that changing the Retail Price from here will change the item Retail price in the stock card TEXT Button You can assign any button as a text button to include any text including money paid edit Quick Button Patnumber iog tt s s Caption 100 LEHEL D g P L6 L L FPF b Retail Price 8 8 oo Button color Text Color Save F2 Close Esc Enclosing the text in square brackets will force the system to use that text to fill the grid fields when that button is pressed FUNCTION KEY BUTTON To assign a function key to a menu button enter the text enclosed by lt gt p21 EziSolution Systems 2011 Edit Quick Buttons lt F9 gt D ANUCONSTQUERY16 1C0 0 00 Save F2 Close Esc 0 p22 EziSolution Systems 2011 POS Docket Re Print Pressing F3 or clicking the Print button will allow you to re print previously entered POS transactions The system will pre fill the document number with the last docket number you can then send the printout to the docket printer or to the default Windows printer POS Docket Re Print 100696 Print F3 Close Esc Clicking on the Docket Button will print the docket clicking on the Gift Button will print a gift docket with no prices pressing F3 or clicking on the Print button will print a full invoice If you need to print a Gift Docket once you click on the Gift Print button the system will allow you to change the tex
6. Report request screen fields From Part No Enter first part number To Part No Enter last part number Group Code Enter a group code to report on or leave this field blank for all groups Sort Order Select from the dropdown list Part Number Item Details Group amp Part Number Group amp Details 0 p84 EziSolution Systems 2011 Stock Value Report Description Displays the actual current stock take You can display the stock take for either a specified group or all groups Report request screen fields From Part No Enter first part number To Part No Enter last part number Group Code Enter a group code to report on or leave this field blank for all groups Sort Order Select from the dropdown list Group amp Part Number Group amp Details 0 p85 EziSolution Systems 2011 Items History Description History of sales and purchases of a specified range of items over a specified time span Report request screen fields From Part No Enter first part number To Part No Enter last part number Group Code Enter a group code to report on or leave this field blank for all groups From Date Start date for the report To Date End date for the report p86 EziSolution Systems 2011 Purchase Menu Purchasing Select Purchasing to enter cash and creditor invoices or purchase orders Once you have entered an invoice it will automatically update stock qu
7. Reseller Qty Enter the reseller qty The above prices and their sell qty are to be used to allocate different prices for differnet clients the client can be assigned as a Retail Trade WholeSale Reseller or a Qty Discount client If the client is assigned as a Trade client then the trade prices will show up on his invoice automatically but if he was assigned as a Qty discount client then the price will change according to the quantity he buys so if he buys a qty of up to 4 of the exam ple above the system will apply the retail price of 64 99 however if he buys 5 or more up to 9 then the Trade price of 62 will apply if he buys 10 or more then the whole sale price of 60 will p65 EziSolution Systems 2011 apply Setting up of the client price type is done from the Add Modify Clients Screen Bundle Price and Qty Enter the total price for the bundle 2 or more of the same item such as 125 for 2 as shown above On Special and date range Enter the Special price and the date range that this special price apply in This price will over ride the other prices The information on the right of the screen is updated through the stock transactions Sales and Purchases and cannot be changed manually Except the LAST COST field To start entering quantities in stock you must use purchasing with the supplier as Brought Forward Stock Bin Location Optionally use this field to locate the stock in a large store Tax Code
8. Show Account Codes Check this box if you want the report to include the account codes 0 p122 EziSolution Systems 2011 Daily Entries Report Description Listing of detailed daily entries over a specified time span for one or all transaction types Report request screen fields Transaction type Select from the dropdown list or leave blank for all types of transaction From Date Start date for the report To Date End date for the report 0 p123 EziSolution Systems 2011 Daily Balances Report Description List of debit and credit daily balances of posting accounts Report request screen fields From Account Starting account code for the report To Account Ending account code for the report Leave this field blank for only one account From Date Start date for the report To Date End date for the report 0 p124 EziSolution Systems 2011 Monthly Balances Report Description Monthly credit and debit balances of the posting accounts for the entire accounting year Report request screen fields From Account Starting account code for the report To Account Ending account code for the report Leave this field blank for only one account For the Year Select the year for the report No of Months Enter the number of months the report is to cover 0 p125 EziSolution Systems 2011 Statement Of Account Description All transactions for an account over a specified
9. p27 EziSolution Systems 2011 Staff Sales Report Description Sales for the staff members over a specified period in detailed summary or itemized format POS Staff Sales Report 06 10 2005 06 10 2005 LF PNA E Ga Printer F3 File Close Esc Report request screen fields Staff Name Choose the staff name from the dropdown list or leave blank to report on all staff members From Date amp To Date Enter the first to last dates you want the report to cover Totals Summary Detailed Select as required 0 p28 EziSolution Systems 2011 Group Sales Report Description Product group sales over a specified time span in Totals summary or detailed format POS Group Sales Report 06 10 2005 06 10 2005 Report request screen fields From Date amp To Date Enter the first to last dates you want the report to cover Totals Summary Detailed Select as required 0 p29 EziSolution Systems 2011 Hourly Sales Report Description This report dispays the Hourly Sales over a specified time span it allows the user to know which hours of the day are the busy ones so as to be able to allocate staff accordingly to better serve the customers and yet save money on unwanted staff time Hourly Sales Report From Date 01 10 2007 LL 31 10 2007 Week Mj Monday a Printer F3 File Close Esc Location This option only appears on the Multi Location version leave blank for all
10. 1 Enter the amount paid by the client in the PART NUMBER field then press F2 to Save or F3 to Print doing so will save the payment as being paid by the default payment which you can set from MAINTENANCE gt SYSTEM SETUP gt PAYMENTS You can assign some of the buttons to be fixed amounts paid such as the 10 20 50 and 100 notes so when you press on that button the system will save the amount as the one being paid 2 Press either F2 or F3 the system will pay the exact sale amount using the default payment method then save or print the transaction 3 Press the PAYMENT Button F5 which will take you to the multi payment screen and you can choose to pay the transaction with one or more payment types before saving or printing To re print a docket or print it as a Gift Voucher press the Print Button F3 while the POS screen is blank Hit F7 to reprint or delete a sales docket To enable or disable deletion refer to the Maintenance Menu Users Settings Settings Button POS Setup tab Station Number The default station number shown at the top of the screen is 1 To change the station number say to 2 add the required station number as a parameter to the pl6 EziSolution Systems 2011 shortcut as follows 1 2 On the desktop right click on the shortcut to display the pop up menu Select Properties Select the Shortcut tab The path to the Retail ManPOS System program will be displayed in the T
11. From Date Start date To Date End date Show 0 Sales Check if you want zero sales included in the report 0 p63 EziSolution Systems 2011 Stock p64 EziSolution Systems 2011 Add Modify Stock Card Details Tab Track Serial Num c LAURE Stock item Part Number 009800122011 z 8 Stock Group Snacks Confectioner x item Details Ferrero rocher 200gr Other Details Print On Inv Default Supplier Neb Store Edit Price on Sales History j Retail Trade WholeSale Reseller Bundle T On Special Period Sell Price 64 990 62 000 60 000 55 000 125 000 62 500 01 01 2010 Sell Qty 1 000 5 000 10 000 20 000 2 000 15 01 2010 Tax TAX 7 QtyonHand 274 000 Sales AC Consignment Out 0 000 Purchase AC Qty on Order 0 000 Minimum Level 20 Reorder Qty 100 Qty on Layby E 0 000 Bin Location M89 Units Each Qty on Back Order 0 000 User Prompt Make the Bundle Offer 2 for 125 Average Cost 25 00 Notes Last Cost 25 00 Last Sold Date 15 04 2010 Last Purchase Date 01 04 2010 Retail Price Enter the retail price of the item Retail Qty Enter the quantity that applies to the retail price Trade Price Enter the trade price of the item Trade Qty Enter the quantity that applies to the trade price Wholesale Price Enter the wholesale price Wholesale Qty Enter the quantity that applies to the wholesale price Reseller Enter the Reseller s price
12. Loss Report Description This report is used to find out the gross and net profit loss incurred during a specified period of the accounting year Report request screen fields For the Period Select the month and year the report is to cover Show 0 Balance Check to view the accounts with a zero balance uncheck to suppress them Show Account Codes Check if you want account codes O p128 EziSolution Systems 2011 Balance Sheet Report Description The net worth of the business Report request screen fields For the Period Select the month and year the report is to cover Show 0 Balance Check to view the accounts with a zero balance uncheck to suppress them Show Account Codes Check if you want account codes O p129 EziSolution Systems 2011 Diary Diary The diary comprises three sections Appointments The Appointments section has the headings Time and Details and occupies the left side of the screen This area displays appointments and notes that apply for the particular date selected on the interactive calendar To enter appointments you do not type directly into these fields but use the New push button Refer to Push Buttons further on in this section for more information on how to enter appointments Notes The Notes section is positioned at the top right You can type directly into this area Unlike the pages of a paper diary what you write in here is displayed regardless of the date s
13. Only tick this option if you need the system to recalculate the cost price for all of your stock item from day one Repost Clients Transactions Ticking this option will fix any problems that may have occurred in posting clients transactions This will repost all the individual transactions to the p133 EziSolution Systems 2011 totals file and can be done any time you notice a problem with client amounts Repost Suppliers Transactions Ticking this option will fix any problems that may have occurred in posting suppliers transactions This will repost all the individual transactions to the totals file and can be done any time you notice a problem with suppliers amounts Repost Stock Transactions Ticking this option will fix any problems that may have occurred in posting stock transactions This will repost all the individual transactions to the stock file and can be done any time you notice a problem with stock quantities Pack Selected Files This option will remove any deleted or modified transactions Note that the system keeps track of all deletions modifications to all transaction files with each transaction tagged with user number station number date and time so in case of trail audit you can see all the changes that took place from the last pack Once packed all these records are lost Sequence of operations e You must be the only user signed on to Retail ManPOS System All other users including people on a network must s
14. locations or choose location Date Range enter date range to report on Day of Week Tick all required days to report on 0 p30 EziSolution Systems 2011 Sales Invoicing The Invoicing screen is used to enter client invoices Quotations Lay bys Layaways and credit notes or sales returns Client Details Delivery Details TAX INVOICE gt 27007 OHS DEPARTMENT OF HUMAN Call James h A A 09 06 2010 P O Box 460 a Wangaratta Vic 36787 SCCM Gary vesman ROTTA 0 00 5000 00 500 08 Part Number Details Quantity Amount Disc 109049 KAVIRAJ PRESSURE COOKER 7 SLTRS 1 1 3 000 155 000 10 000 This is how you enter serial numbers 0 000 0 000 0 000 0 000 Three Years Retum to Base Warrenty Leaving the part no blank allows you to enter notes 0 000 0 000 gt Private Note This is a replacement sale text starting with gt will not display on printout 0 000 0 000 Rubber Seal items starting with star in the part no 3 000 12 000 will allow you to enter non stock items with any details and price 0 000 0 000 Fi F7 Invoices List f List F8 Serial No F9 Part No F 10 Details ShifteF 12 Print Labels Code Enter the client s code and hit Enter If the code you entered is not found the system will display the Clients List and you can scroll up or down and choose the one you want If you cannot remember the client code then leave it empty enter the client name or part of the name
15. printer to fix the use must go to Windows gt Printer and Faxes Panel remove the old POS printer driver and re install it making sure NOT to make it the default Windows Printer Then go in t the program go to MAINTENANCE gt SYSTEM SETUP gt HARDWARE and choose the newly installed driver for the POS printer then save 0 p200 EziSolution Systems 2011 Issuing a discount on invoice or POS total If you need to issue a total discount on the total sum of the invoice you will need to do the following 1 Create a new service item from the Stock Add Modify screen the part number of that item must be the discount amount so if you need to give a 5 discount the part number must be 5 you can enter any details such as 5 discount 2 Entering the 5 service item in the invoice or POS will cause the system to give a 5 discount for all the items preceding the 5 discount line This is much more flexible than having a total discount at the bottom of the screen for two reasons the first is for allowing the user to give a total discount on some items and not others so the user enters all the items that need to be discounted on the top then enter the discount then continue with undiscounted items the second reason is the user can use reports to see how many times an item discount has been given and how much it was 0 p201 EziSolution Systems 2011 POS printer setup To setup a POS printer connected to
16. 10 02 53 36 PM 131 876 06 08 10 02 20 08 AM 67 669 06 03 10 09 01 20 PM 53 985 06 03 10 09 01 20 PM 3 223 491 06 08 10 02 53 36 PM 14 025 213 06 08 10 02 53 36 PM 3 157 06 07 10 07 38 26 PM 2209 06 03 10 09 01 20 PM 2 469 06 03 10 09 01 20 PM 59 121 06 03 10 09 01 20 PM 4 030 06 04 10 04 07 02 PM 6816 06 04 10 04 07 02 PM 1 189 262 06 03 10 09 01 20 PM 791 457 06 08 10 02 21 40 AM 5 853 06 04 10 04 07 04 PM 06 08 10 11 27 20 PM 69 180 225 p179 EziSolution Systems 2011 Versions History p180 EziSolution Systems 2011 Version 1 8 Version 1 80 Legend New Feature 5 ga Improvement dh Resolved Issue ersion Released 1 80 A A RE Red Q A HZ p gt 2 F Pre Ppt a F l 20 Oct 2007 Added Quick Menu Buttons to POS Screen Added Hourly sales Report to POS reports Changed interface to Purchase and Sales screens new screens allow resizing of the whole screen change grid fields and faster data entry Added Staff Sign In Out with report Added Payroll Module with payroll slip printout Improved stock Search Procedure Added Sales Source feature in the POS and Sales Screens Improved Lay by procedure with better printout Added Gift Voucher Docket printout in the POS screen Modified the Payments screens to allow multiple payments Resolved Rounding issues in sales and purchas screens Added an accounting error checking report when reindexing
17. 12409 2007 11 02 ee ae 2710 2007 17 54 You can also change the log in and log out message that appears to the staff when they log in or out to modify the log in message enter the number 299 in the Staff Number when logged as the Administrator to modify the log in message or 399 to modify the Log out message To suppress the messages from appearing just blank the whole message p106 EziSolution Systems 2011 Good Morning Please note to tidy up the front counter count the cash in the cash drawer and prepare a list of clients to email the new product line info to Have a nice day E Save F2 Close Esc p107 EziSolution Systems 2011 Process Payroll The Process Payroll screen is used to process the weekly staff payroll figures Payroll Entry Michael Jordar Michael Jordan i Rose Michel mm Tr L A Taxable Additions able Deductions Non Taxable Additions 3 Non Taxable Deductions jross Wages Salary 1097 30 Less Tax Deduction Superannuation 98 76 Net Wages Salary 790 30 v Delete F4 Close Esc Choose the payroll date to process then choose the staff m ember to process its pay then enter the hours worked and the rest of the amounts as required The system will then calculate the payroll amount based on the tax table and payroll parameters Save Clicking the Save button will save the entry and the cursor goes back t
18. 71250 OR 2 1436 031500 101 35750 R 2878 0 41500 244 97290 Close Esc This information is country specific so if you need more configuration you will need to contact us for this p110 EziSolution Systems 2011 Payroll Slips Report The Pay slips Retport is used to produce the pay slips to give to the staff member with their Pay Payroll Slips Report BEIC 26 10 2007 Screen Printer F3 Close Esc Staff Name Choose the staff name or leave blank to print the slips for all staff members Date Enter the Pay Date p111 EziSolution Systems 2011 EziSolution Software 3 Angle Street The Canning Hotel Shopping Complex WA 96523 Period Ending 25 10 2007 Michael Jordan Base Salary Wages 750 00 Overtime 200 00 Weekend 135 00 Taxable Additions 22 30 Taxable Deductions 10 00 Non Taxable Additions 0 00 Non Taxable Deductions 0 00 Gross Wages Salary 1097 30 Less Tax 307 00 Net Pay 790 30 9 Jordan Road Canning Vale p112 EziSolution Systems 2011 Payroll Report The Payroll Report is used to report on paid payroll during a chosen time period S Payroll Report From Date 2610 2007 M 26 10 2007 Report Type Summary of Printer F3 Close Esc Staff Name Enter the Employee name or leave blank to include all From to Date Enter the date range to be included in the report Report Type Enter the report type of either Summary or detailed 0 p113 E
19. Choose the tax details from a drop down list Sales Account Choose an optional sales account if no account was chosen the system will post the sale to the default sales account Purchase A C Choose an optional purchase account This is useful in posting expenses such as telephone charges electricity etc to its proper expense account If left blank the system will post the purchase to the default purchase account Reorder Level Enter a minimum stock quantity value which if the stock level falls below this quantity the system can report it Reorder Qty Enter the quantity to order when the level falls below the minimum stock level On Special Enter an optional special discount price From amp To Enter the dates over which the special discount price is to be available to customers Last Cost Enter the last item cost for a new item 0 p66 EziSolution Systems 2011 History History Tab This displays the past months performance of each item Stock Card Maintenance Edit Mode 2PLY 2 Ply Roll 76x76x15 POS priner paper roll HEWLETT PACKARD Content 2006 2005 fi Buy Qty Buy Amount Sold Qty Sold Amount Buy Qty_ BuyAmount Sold Qty Sold Amount January 440 350 000 78 249 600 1000 2300000 153 461 907 February 0 0 000 TO 000 356 106906 March 150 375000 oj 0 000 oj 0000 140 300 0 00 ll aT nc io aS N ojo o sis o o o 11999 0 00 0 00 B 0 00
20. Enter the temporary files path folder name default is c temp for temporary files needed while in use These files are deleted automatically as soon as they are no longer required 0 p136 EziSolution Systems 2011 Sales Setup Use the Sales tab to set up the invoicing options System Setup Purchase POS Invoice Screen Setup nvoice Printout HP ian Screen Printer f JOUE En FACES MOUSE OF Fax Enable Back Order Column WI W Print Part No on invoice v Choose Sales Account Enable Discount Column M Wwe Print Bin on invoice Remind If Below Min Qly Enable Tax Code Column v F warn if no Stock Report Format File Name Enable Tax Amount Column E a Warn if price too low Enable Tax Total INVOICE 1 FRX a _ Block Sale if No Stock 7 Force Backorder Invoice Quote Lay By Retums E Force Cash Sale if No Credit i __ Make Quote as Default Invoice Title Copies to print J i Track Sales Sources TAX INVOICE 1 __ Print as Docket I Allow Currency Change 17 Give Change when overpaid invoice Message Default Oty Value 16 Thank you for your business A Please come again Decimals in Qty Field 16 9 Decimals in Disc Field 16 Decimals in Tax Field 3K es Invoice Screen Setup Prices Inclusive of TAX Determines whether or not the invoiced prices include or exclude Tax If ticked the amounts shown on the invoice will be including tax otherwise tax will be added to the sale price Choose S
21. Green CANNING VALE WA 61554 CANNING VALE ntry Australia Email james abscomputers com mi Li 0895563146 Good client who pays on time 0895563146 27 06 2007 p149 EziSolution Systems 2011 Locations This option will only appear in the Multi location version L_Locations _ Path to Save Export Data OutBox Path to Import Data From InBox Path to Save Export Data This is used on the remote location the default is OutBox Path to I mport Data From This used on the Server or head office that collects data from all the remote stores How does it work The program will save all the transactions from the remote locations on the local hard disk in the sub folder OutBox then these files need to be sent by VPN FTP or any other way to the sub folder InBox on the server before it is imported in to the main system 0 p150 EziSolution Systems 2011 Hardware Setup Use the Hardware Setup to set defaults and other values associated with hardware used such as docket printers cash drawers and pole displays O p151 EziSolution Systems 2011 POS printer This option allows the adding of a POS printer to the system as shown below Pos printer 2 is used to print a second copy on a remote printer such as in restaurants to the kitchen Hardware Setup Default Printers POSPrinter2 Cash Drawer Pole Display Electronic Scale B C Scanner Credit Cards Labels Printer ZDes
22. Report bug Le Added Drill Down History option in Clients List Added Drill Down History option in Suppliers List m Added Drill Down History option in Stock Enquiry Screen de Fixed bug in Recalling Accounts in Purchase and Invoice screen La Fixed Voluntary Super bug in Payroll 0 pl86 EziSolution Systems 2011 Version 1 80 6 Legend New Feature a Be ms Improvement do Resolved Issue 1 80 6 28 Feb 2008 fo Fixed POS currency Pole Display bug Le Added Old POS screen option Modified Delivery Print Button in Invoice List to change printer Added Ability to hide text on POS and Invoice Printouts Added Ability to block printing of client address on POS Docket Ban fame Le hj Fixed bug in calculating Stock Average Cost Ara Fixed Monthly Totals bug in Client Statements Added Invoice Cost Price Recalculation in re Indexing 0 p187 EziSolution Systems 2011 Version 1 80 64 Legend New Feature a Be ms Improvement i Resolved Issue 1 80 64 23 May 2008 de Fixed bug with reports giving error CO00005 Le added clients seach facility mE Added Balance to the Entry Voucher mE Added Stock history lookup Removed Service items from stock value report Fixed bug when pressing the F2 or F3 in Entry and Journal Vouchers Le Beas fa Fixed Monthly Totals bug in Client Statements JJ Add user number in line invoice p188 EziSolution Systems 2011 Version 1 80 73
23. Sort code Account Number Enter your account number NOTE Information entered in these fields will be redisplayed in the future 0 p57 EziSolution Systems 2011 Sales Payments Report Description List of payments and the way they were allocated on invoices Primarily used to verify payments entered Report request screen fields Client Select one client from the dropdown list or leave this field blank for all clients From Date Start date To Date End date 0 p58 EziSolution Systems 2011 Sales By Client Description Sales details broken down by client for one or more clients over a time span Report request screen fields From Client Code Lowest client number to be included in the report To Client Code Highest client number to be included in the report For a single client enter the same number in both fields From Date Start date To Date End date Sales Rep Select one user from the dropdown list or leave blank for all sales reps State Enter a state code or leave blank for all states Show 0 Sales Check this option if you want to include zero sales in the report 0 p59 EziSolution Systems 2011 Sales By Product Description Sales details broken down by stock group and or product for one or more stock groups and or products over a time span Report request screen fields Stock Group Select a stock group from the dropdown list or leave blank for all stoc
24. and display it under the part number column in the purchase regardless which part number you used to recall the item This will help you send your suppliers their correct part numbers p68 EziSolution Systems 2011 Package Contents The Package Contents tab is enabled only when Package is checked Each line item on the list represents one of a number of possibly different items contained in the package For example a computer can be supplied as a package comprising several items such as case monitor keyboard mouse and so on These items will be shown as line items on this tab Part Number The part number of the item in the package Description The item s description Quantity The number of these items supplied in a single package Cost The cost to you Sell The cost to your customer 0 p69 EziSolution Systems 2011 Kit The Kit option is useful in allowing the user to setup Parent Child stock relationship to sell the same stock item in different packages The way to set it up is as follows 1 Create the Parent item in the Add Modify Stock if you have not already done so Make sure the item is flagged as Stock not service package or kit eee Stock Card Maintenance Edit Mode inactive Track Serial Numbers Rem Sine Stock item Part Number 4890008109302 gy I eee S G fGroupot e 1 Coca Cola Can tock Group p item Details 5e Scale omer oea Print On Ir ef Web Stor
25. enter the quotation number and press Enter then click on the drop down list and you will notice some added options including Copy as Invoice Client Details MCT McEVOY TAVERN 55 Riverton Street Parkwood WA 56768 0 00j _ _0 00f 000 Choosing the Copy as Invoice option will replace the heading to Invoice then you can modify the entries if you need to and process it as an invoice before payment and saving 0 p36 EziSolution Systems 2011 Lay away Lay by Lay aways Lay bys are used to Sell to clients but the client will not take possession of the goods sold until the full payment is made It is basically a promise from the client to buy the said goods within a certain period of time for a promise from the seller to hold these goods for that client for that same period of time The client will have to pay some money towards this contract and if the client fails to show up at the end of that period then the seller can keep all or some of that money To start processing a lay away choose the Lay away Lay by option from the drop down list from the invoicing screen then process the transaction as usual FT Layaway eos Client Details MCT MCEVOY TAVERN 55 Riverton Street Parkwood WA 56768 gt vaabie 5 0 00 0 00 0 00 Part Number Details Quantity Amount Disc Total a The way this works is the client comes in and brings you the goods they want to buy they pay a minimum amount for you t
26. field the system will display the list with the names and email addresses and a tick box next to them to un tick them all right mouse click on the column header to tick them all left click the column header or individually tick or un tick once finished click on the Close button at the bottom to return to the send email screen Carbon Copy Enter the email address to send a copy to Sender s Name Enter your name If you have entered your name in the email setup screen under the Maintenance menu your name will automatically appear in this field Sender s Email Enter your email address in this field Ask for Receipt Tick this box to allow the recipient to automatically send you a receipt acknowledgment before reading your email Subject Enter the email subject line If the subject line was left blank the system will warn you before sending the email Attachment This must be a valid file name You can have more than one attachment by separating the file names with a semicolon Tick the box next to the field for the system to allow you to graphically choose the attachment files Message Type You can choose to send your message as a text written in the following edit box or as a file If you choose a file The system will disable the edit box and allow you to enter a file name in the following field The file must be of type text HTM HTML or RTF p46 EziSolution Systems 2011 otherwise an error message will b
27. first before pressing the F7 function key Exit Esc Close the Invoice screen without saving The invoice is discarded Shift F12 Print labels for the items you just entered To be able to print part numbers as barcodes you must install the barcode font that comes with Retail ManPOS System by either copying the file to C WINDOWS FONTS or by Control Panel gt Fonts gt ADD New Font Import Click this option to import data from an external data file or right click to use a remote scanner and scan stock items If you have enabled the Multi Currency option you will notice that you have a Currency option on the top left hand section of the screen Leave Blank for local Currency Right Click to modify currency file Choosing a currency will change the currency headings of most of the screen however the payment will always be in the local currency p34 EziSolution Systems 2011 p35 EziSolution Systems 2011 Quotations You can issue quotations to clients using the same screen as the invoicing screen you can choose the quotation from the drop down option on the top right hand of the screen Client Details MCT McEVOY TAVERN 55 Riverton Street Disc 0 000 0 000 0 000 0 00 The quotation entry is the same as the invoice entry but when saving the accounts and stock will not be affected When the clients comes back to buy you can copy the quotation as an invoice by sim ply recalling the quotation just
28. m Note if you plan to run the multi user version then you must provide the absolute path names such as Server Server_c logos mylogo bmp otherwise if you store the logo file in the program folder then you only need to provide the logo file name without any paths attached such as MyLogo bmp or Acme jpg 0 p135 EziSolution Systems 2011 General Setup Use the General tab to set up storage locations on your computer and to set currency and tax details appropriate to the country you are in System Setup Company General System Settings Decimal in amount 2 Amount Format 999 999 999 99 Currency Symbol Accounting Year Start 01 01 2000 Date Format dd mmiyyyy Stationary Size A4 210mm x 297mm x Temporary Files Path C temp Decimal in Amount The number of places of currency decimals such as 123 45 Amount Format Enter the amount format in the form of 999 999 99 if it was left blank it will default to 999 999 999 99 Currency Symbol Examples Accounting Year Start Enter the accounting year start date this has to be done only once the system will use the day and month and will automatically roll the year Date Format Choose date format dd Day mm month yy or yyy year Stationary Size Choose the stationary size to be used for printing Letter size is used in the USA while A4 is used in the rest of the world Temporary Files Path
29. new entry press Enter on the Entry Number field A new entry with the next number in seguence will be created To recall an existing entry type in the old entry number This entry will be recalled You can then modify it or delete it Date Enter the date Account Name Enter the account name or code The column will be filled with the account name automatically Details Enter the transaction details such as chegue number Debit Enter the amount in the debit side Credit Enter the amount in the credit side Note you can either enter the debit or credit sides for the same account not both Total The computer keeps track of the running totals Note Before you can save the transaction both debit and credit amounts must be egual Continue entering transactions onto the list as reguired When you have finished select one of the following Save Save the entry with the assigned number Print Save and print Delete Delete the entry This is usually to delete an old entry p119 EziSolution Systems 2011 Close Abandon any changes and additions without saving 0 p120 EziSolution Systems 2011 Bank Reconciliation Select Bank Reconciliation to reconcile the accounts entries such as cash or bank There is a temporary account used to hold all cash check and credit card income This is a very effective method of keeping track of the bank account This account is called Cash on Hand The balance of
30. p43 EziSolution Systems 2011 Delivery Address Enter the Delivery address if there is one this is an optional field http Enter the client s web address if they have one Clicking on that button will open your web browser on that address Email Enter the Cleint s email address this email address will be used when you email the client their invoices or statements Clicking on that button will open your email client with that email address No Bulk Email Tick if you do not wish to include the client email when you send bulk emails to your clients Notes Enter notes regarding the client of up to 100 characters Contact Enter the contact name if there is one Pricing Enter the pricing type for that client as Retail Trade Wholesale Reseller or Qty discount This field is tied with the stock cards and will display the price assigned for each stock item or service If you choose the qty discount option the price will be changed according to the qty bought of each item Price Include Tax Tick if the selling price includes the sales tax untick to exclude Trading Terms enter the trading terms for the client such as the number of days before the payment is due or a text such as COD cash on delivery Credit Limit Enter a credit limit to enable the system to warn you if the client exceed that limit If you do not want the system to issue unpaid invoice enter a small negative amount such as 1 to clock the system f
31. part number or supplier Report request screen fields Part Number amp Supplier Name Enter a part number and or supplier name to filter the data for the report Leave either or both fields blank for all parts and or all suppliers Sort Order Select Part Number or Supplier Name depending on the order you want the report in 0 p101 EziSolution Systems 2011 Stock On Order Report Description Also called the Purchase Orders Report List of items on order Report request screen fields From Part No amp To Part No Restricts the report to a specified range of part numbers or leave blank for all Group Code Restricts the report to one group or leave blank for all groups Sort Order Select from the dropdown list Group amp Part Number Group amp Details p102 EziSolution Systems 2011 Purchases Tax Report Description Tax paid over a specified period of time on either cash or accrual basis detailed or summary Report request screen fields From Date Start date for the report To Date End date for the report Detailed Summary amp Cash Accrual Select according to requirements 0 p103 EziSolution Systems 2011 Purchase Payments Report Description List of payments and the way they were allocated on invoices It is primarily used to verify payments entered Report request screen fields Supplier Select a supplier from the dropdown list or type in the supplier code or
32. payments on each line as required When you have finished select either Save F2 Save the payment Note that the total of this Paid column must agree exactly with the value in the Amount field The Save button is disabled until you have achieved this Print F3 Saves and print the payment Hint Right mouse click on Print to choose the destination such as a different printer Email Saves the payment and emails a Remittance Advice to the supplier Delete F4 Delete the payment Close Esc Discard any changes or additions to the payment and position the cursor to the top 0 p90 EziSolution Systems 2011 p91 EziSolution Systems 2011 Add Modify Suppliers Select Add Modify Suppliers to add modify or delete supplier details Scroll the list and select the supplier record with your mouse To quickly find a supplier simply start typing the supplier name The list will change to follow your entered information Select Edit to modify the details of an existing supplier This will display the Edit Supplier Details screen Supplier Code Each supplier is given a code of up to six alphanumeric characters This field must be filled Salutation Mr Mrs etc Supplier Name The name of the company or organization This field must be filled Business No Business Number Address The supplier s address Contact Name Person you normally deal with Telephone Enter telephone number Mobile Enter Mobi
33. shortcuts for multi user versions Fixed bug in importing Stock qtys in the import export stock data Fixed bug in Tax reports restored the database integrity check to the default Version 1 90 7 07 2010 Added Account code to Journal and Entry Vouchers in the accounting section Added detailed reports in the Trial balance accounting report Added detailed reports in the Profit amp Loss accounting report Added detailed reports in the Balance Sheet accounting report Added the ability to group posting accounts under heading accounts in the chart of accounts Added BIN sort option to stock take report Fixed bug in invoice payment screen Version 1 90 6 07 2010 Added individual points to the stock items fixed bug in calculating the holiday and sick hours on the pay slip Version 1 90 5 06 2010 Added Profit diplay in Invoice for selected users Fixed bug in POS screen to display package pricing Fixed bug in purchase returns report Fixed bug when pressing the discount header in POS screen Version 1 90 4 06 2010 Set reports to open at max screen Added a new procedure to fix corrpted data files in the pack option in the Files reindexing procedure Fixed bug in printing 2nd line on invoice Added more options to the Random Weight barcodes Added decimal option in the weight for the Random Weight barcodes to handle both Ib and kg Fix bug when printing using an external printer that changes the default path Added an option to blo
34. space such as 12345 12348 Client Details Invoice 100749 fores Distinctive Trophy amp Badg UNIT 5 100 WARTON ROAD HUNTINGDALE WA 65410 z mis Available 0 00 000 120517 09 11 2007 Nokia Mobile N3250 129 000 0 00 4231234567 0 000 0 00 4231234554 0 000 0 00 0 00 The system will be able to report on the serial number using the F8 function key as shown Serial Number Details Nokia Mobile 3250 19 04 2007 01 02 2007 0 p215 EziSolution Systems 2011 Supported Hardware RetailMan can use the following hardware Other hardware with the same connection types and specs will also work fine Recommended POS Printers Must have a minimum of 40 column wide printout Connection Type e Serial suitable if the printer far away from the computer e Parallel e USB Printing Type e Thermal faster quiet no ink ribbons needed e Dot Matrix Brands e Epson e Star e Samsung e Posiflex Recommended Barcode Scanner There are two types of barcode scanners Laser and CCD CCD type is cheaper but the laser is much better as it can scan from some distance away p216 EziSolution Systems 2011 Connection Type e Keyboard e USB e Serial Not recommended Brands e Posiflex e DATALOGIC e PSC e METROLOGIC Recommended Customer Pole Display Two Lines of 20 Characters each 9 1 Connection Type e Serial e USB Brands POSI FLEX EPSON Sa
35. the accounts transactions file Improved main screen sizing to fit any screen size over 800x600 0 p181 EziSolution Systems 2011 Version 1 80 1 Legend New Feature G Improvement fea Resolved Issue 1 81 29 Oct 2007 A Added Stock Expiry Date report Se fixed bug with Default Quote in Sales Screen p182 EziSolution Systems 2011 Version 1 80 2 Legend New Feature G Improvement fe Resolved Issue 1 80 2 9 Nov 2007 Added DOB date filters to Clients report Added Location Filter to Stock Enquiry Report for the multi locations _ version de Removed Zap file query from Statements report and fixed minor bugs 0 p183 EziSolution Systems 2011 Version 1 80 3 Legend New Feature G Improvement fea Resolved Issue ersion Released 1 80 4 20 Nov 2007 yates _ Modified Clients Entry Screen p be Modified Suppliers Entry Screen fo Fixed bug in number of copies to be printed in invoice 0 p184 EziSolution Systems 2011 Version 1 80 4 Legend New Feature G Improvement fea Resolved Issue 1 80 4 28 Nov 2007 fo Fixed POS Daily Report bug ee Modified some reports to properly display in Excel Files La Fixed average stock cost price calculation bug 0 p185 EziSolution Systems 2011 Version 1 80 5 Legend New Feature G Improvement fea Resolved Issue 1 80 5 15 Jan 2008 de Fixed POS Daily
36. the users to allow them to edit the currency screen p18 EziSolution Systems 2011 Currency File mass 5827 ET EE D CCD Australian Dollar INA es HH eee To add a new currency just enter it on the first line then save To modify just over write the text and click save O pl9 EziSolution Systems 2011 Quick Menu Buttons The quick menu buttons are used to speed the selling process by allowing the user to use either a touch screen or a mouse to process sold items The user MUST have the ALLOW QUICK MENU BUTTON EDIT security flag set to enable the user to edit this setting is accessed from MAINTENANCE gt USER SETTINGS gt Click on the SETTINGS button then choose the POS tab The Quick Menu allows up to 50 buttons per menu all menus and buttons can be programmed as follows Menu Button To assign and program a Menu Button use the SHIFT and Right mouse click on the button you wish to assign as a menu button the following screen will appear Edit Quick Buttons Close Esc You can then assign a menu name icon and color then save To use the menu color for all the buttons in that menu use the Control Shift Mouse Click Key on the menu button Item Button You can press CONTROL Right Mouse Click on any button to modify the contents and icon of that button to suit your business p20 EziSolution Systems 2011 mber EJ ne Penuts Save F2 Close Esc
37. this item Leave this field blank to include invoices for all parts Client Name Enter a client name to list invoices that have been issued to that client Leave this field blank to include invoices for all clients Report Type Choose either detailed of Summary Status Choose invoice status such as paid unpaid or all From Date Enter start date you want the report to cover To Date Enter end date you want the report to cover HINT Right mouse click on any date field and select a date interactively from a calendar 0 p50 EziSolution Systems 2011 Summary Sales Report Description Summary of sales over a given number of months Report request screen fields For the Period Select the start month and year To the Period Select the end month and year NOTE For a report spanning only one month enter the same in both fields 0 p51 EziSolution Systems 2011 Aged Clients Report Description List of clients with amounts owing categorized into periods of current 30 60 and 90 days Report request screen fields For the Period Select the start month and year the report is to cover State Enter a state code to restrict the report to that state Leave this field blank to include all clients regardless of state Include Addresses Check this box if you want addresses in the report Show 0 Balance Check this box if you want the report to include clients with a zero balance 0 p52 EziSol
38. you want Status Choose purchases status 0 p95 EziSolution Systems 2011 Purchase Orders Report Description List of purchase orders over a given time period Report request screen fields Part Number amp Supplier Name Enter a part number and or supplier name to filter the data for the report Leave either or both fields Blank for all parts and or all suppliers From Date Start date for the report To Date End date for the report Report Type Select Detailed or Summary according to the level of detail you want 0 p96 EziSolution Systems 2011 Summary Purchase Report Description List of purchases over a specified period of time Report request screen fields For the Period amp To the Period Select month and year in each field to cover the period you want the report to cover O p97 EziSolution Systems 2011 Aged Suppliers Report Description List of suppliers with amounts owing categorised into current 30 60 and 90 days periods Report request screen fields For the Period Select the month and year to report on State Enter a state code or leave blank to report on all states Include addresses Check if you want the report to include addresses Show 0 Balance Check if you want the report to include zero balances 0 p98 EziSolution Systems 2011 Suppliers Statements Description Detailed supplier s statements showing all outstanding invoices
39. 1 80 1 182 Version 1 80 2 183 Version 1 80 3 184 p223 EziSolution Systems 2011 Version 1 80 4 185 Version 1 80 5 186 Version 1 80 6 187 Version 1 80 64 188 Version 1 80 73 189 Version 1 81 190 Version 1 90 191 Version 1 90 09 192 p224 EziSolution systems w w w Retailmanpos com
40. 2 Cash Drawer Pole Display ic Scale BIC Scanner Barcode Scanner Connection Type CE Com Port Baud Rate Parity Bits Stop Bits E ri f 1 EH 19600 zl jo x 75 15 Extra Characters ES IAA 2 E Connection Type Enter connection type of the scanner options are Keyboard USB and Serial Some scales come with integrated barcode scanner so it will have the same parameters as the scale Serial Port Parameters Enter the correct serial port Parameters Extra Characters some barcode scanner will read extra characters at the start and end of the barcode you must identify thier number and enter the correct information here to allow the system to read the barcode properly 0 p159 EziSolution Systems 2011 Credit Cards The credit cards option allows you to setup and process Credit Cards Debit Cards and Gift Cards from within the program without the need to a telephone line or bank equipment thus saving you substantial sum of money every year An added benefit of the credit card processing is speed elimination of entry errors no equipment hire from your bank one less telephone line rental as the processing is done on line and cheaper rates Hardware Setup Default Printers POS Printer2 Cash Drawer Pole Display Credit Card Processor ChargeitPro Setup http www chargeitpro com eMail cards retailmanpos com Important Note You MUST install the ChargeitPro software b
41. 6 58 i 01 Mar 2010 Fixed bug in Stock Value Report Fixed Backup Bug that stopped open files from being restored Fixed bug that leaves temp files after aborting emailing Fixed bug in Payments screen Fixed bug when saving POS after recalling a hold transaction Added Install support for Windows Vista and Windows 7 Changed Programming Language to a newer one Added a new price brakcet in the stock and debtors files for resellers Added Takeaway feature for quick buttons Add Foreign Currency in Purchase screen Added filter to recall stock to be ordered by suppliers in the import button Added more controls to the scale setup Added Payment amounts and types to Staff Sales Report in POS menu Added Zip to backup and restore Serial numbers can now be entred on one line as follows Multiple serial numbers in series First_serial Last Serial Note that they must be seperated by space dash and space Multiple serials can be seriall serial2 serial3 seperate by comma 0 p191 EziSolution Systems 2011 Version 1 90 09 Version 1 90 9 01 2011 Added credit card processing Added Serial barcode scanner support added hex support to control codes Fixed bug in Stock Transfer screen and report Fixed bug that was introduced in earlier versions in the Loyalty Points in both the POS and Invoicing Screen Version 1 90 8 09 2010 Activated the Archive feature in the Maintenance Section Added Automatic station allocation without using the
42. A JABETZ MINISTRY ACCOUNT ACAL ACCOUNTING ALLIANCE AAC ACE AUTO CLEAN ADRIATIC DELI ADVENTURE GOLF Dueas 0 00 196 000 196 94 257 54 5000 00 47424 000 0 00 ial il AIKENHEADS HARDWARE ALL HARVEY IMPORTS AOS ALL OPTICAL SUPPLIES lt QOQ b2Ble s 3a e8 Modify Print F3 Labels Email Bulk Email Delete F4 Close Esc LLU By typing the name of the client the system displays the name in the top field and the list follows your entry Pressing lt ENTER gt will take you to the Modify screen New F2 Shows the New Client Screen Print F3 Prints envelope with the client name and address details Labels This will print client labels you can choose the range of labels and the label form at Email Opens the Send Email screen enter the required fields before sending Bulk Email This option will allow you to send bulk emails to all clients with valid email addresses Delete F4 Allows you to delete the client However the client will not be deleted but sim ply add to the front of the code and name so as not to appear in the normal list This will stop users from deleting clients who have trading history When you have made the required changes select Save F2 to save the changes and return to the previous screen To add a new client select New F2 from the Clients List screen The New Client screen will be displayed for you to enter the details This scree
43. ASER TONER CARTRIDGE FOR BROTHER 45 9500 EXPORTING DATA Data File to Export From Choose the data file to export from Choose Data Fields Required Choose the required fields by moving them to the box on the right Operation Choose Export to export one of many database files to a number of different formats File Type Choose the file type you are exporting to Valid formats are EXCEL CSV and TAB DELIMITED File to Export To The system fills in the default destination file it uses the C TEMP folder to store the exported file You can choose to accept this choice or change it to a different folder Note that the file path and name must not contain any spaces otherwise the export will fail and an error message generated Once this is done the system will display a grid with all of the data to be exported you can choose to change the data in the grid without affecting the database You can also stop any row from being exported by simply clicking on the left most column and un check Click on the Export button to export the data m Note Make sure when you export to a file that there is no file with the same name that is open otherwise you will get an error message and the export will fail IMPORTING DATA Data File to Import To Choose the data file to import to Imprting Stock file you will need to provide the part number Importing existing data will only refresh that data and will not cause duplicates Ch
44. Fax 08 94569857 Store Credit Docket Footer Terms and conditions if use A m 1 You can use credit voucher as cash 2 This voucher is transferable 3 No refund will be issued if lost Points to Redeem Enter the number of points the client will need to accumulate before the system issue them with the store credit voucher For the Amount of Enter the amount to be used as store credit for that number of points Days to Expiry Enter the number of days before the store credit expires zero for no expiry Payment Name This is a drop down list that displays the payment types you must choose the Loyalty payment type that we have created in step one note that the loyalty paym ent option will be disabled in the POS screen for any client who does not have enough loyalty points to spend Note that the system will keep track of the loyalty points for the client and will automatically issue the loyalty points voucher when the number of points are reached or exceeded the allotted number of points in this case 500 Docket Header and Footer Enter the text you wish to display on the loyalty points header and footer p148 EziSolution Systems 2011 You also have to make sure that you properly setup any client you wish to join to the loyalty points by enabling the loyalty points flag in the client card as shown below Edit Client Business No Client Type Client Code Title Business Name 5 58 Maccalla Road BIE 58 Maccalla
45. Invoice The invoice number as it was saved Date The date of the invoice Total The total currency value outstanding on this invoice Paid This is what has been paid already Payment Today Enter the amount being paid spread over the list of outstanding invoices These can be part payments The total of this column is displayed at the bottom right This must agree exactly with the value in the Amount field on the left of the screen If you try to save with the amounts not in agreement you will receive a warning message Continue entering invoice payments on each line as required When you have finished select either press Save F2 Save the payment Note that the total of this Paid column must agree exactly with the value in the Amount field The Save button is disabled until you have achieved this Print F3 Saves and print the payment Hint Right mouse click on Print to choose the destination such as a different printer Email Saves the payment and emails the client with the payment receipt Delete F4 Delete the payment Close Esc Discard any changes or additions to the payment and position the cursor to the top 0 p4l EziSolution Systems 2011 Add Modify Clients Select Add Modify Clients to add modify or delete details on the list of your clients Clients List Credit Limit AS E Code Name AAAI AAA BARGAIN REMOVALS amp STORAGE AARDV JAARDVARK REMOVALS AM
46. Legend New Feature ta G Improvement dh Resolved Issue 1 80 73 23 Nov 2008 Fixed bug with FIFO cost price Fixed bug in Invoice when using discounted price Fixed bug in the invoice screen relating to the discount column Fixed Monthly Totals bug in Client Statements Fixed problem when docket printing an item that has in details gives error 10 Added Discount option in POS Sales and Purchase Block collate feature if item has the edit price flag set Added extra digit to the stock prices in the stock card maintenance Moved the Hardware Maintenance to its own menu Added Stock Merge button on the Stock List B gt Li Le LE Ce 6 18 1 18 2 Add a new Account Button in the POS payment screen O p189 EziSolution Systems 2011 Version 1 81 Legend New Feature rs ga Improvement P Resolved Issue ersion Released 1 81 T8 7 Be PPP 20 May 2009 Fixed bug when pressing F7 in POS screenFixed bug in POS to remove hold files when done Fixed Bug in POS to remove hold files when done Added Discount on Client card Changed Email Library to a newer version Add Multi Currency Payments in POS Add Foreign Currency in Sales screen Add Foreign Currency in Purchase screen 0 p190 EziSolution Systems 2011 Version 1 9 Version 1 90 Legend New Feature te Bx Improvement dh Resolved Issue ersion Released 1 90 PP PP PHP PIG wwe 4
47. M Add Fonts List of fonts EziSolution Systems 2011 Barc128c TrueType Close Select All Folders c rman c Pictures Drives c he Network Copy fonts to Fonts folder The system will tell you the font is already installed Windows Fonts Folder 4 The Barc128c TrueType font is already installed To install a new version first remove the old version click OK then click Close This will install the new font properly You can now view or print barcodes from the software 0 p195 EziSolution Systems 2011 Cash Drawer Setup Cash drawers can either connect to a serial or USB port such as COM1 or COM2 USB1 etc or it can connect to the POS docket printer You must enter the correct open drawer command for the drawer to open Use Shift F12 to test To setup a cash drawer with a serial or USB interface follow the following steps Click START gt SETTINGS gt PRINTERS gt ADD NEW PRINTER Add Printer Wizard Local or Network Printer The wizard needs to know which type of printer to set up Select the option that describes the printer you want to use Automatically detect and install my Plug and Play printer C A network printer or a printer attached to another computer To set up a network printer that is not attached to a print server 1 use the Local printer option lt Back Cancel Choose the com port u
48. POS System Ordering online is the quickest way to receive your License Key Please note that it normally takes up to 24 hours for the license key to be emailed back to you When ordering make sure to enter the business name as you want it to appear on the invoices the license key is generated based on that name Paypal You can pay using Paypal make the payment to sales ezisolution com Paying via Bank Transfer If you prefer to pay directly via bank transfer you can email us with your request 0 pl2 EziSolution Systems 2011 Main Menu User Interface Once a valid password is entered the system displays the main menu screen with the options displayed horizontally at the top of the screen You can use the left and right Arrows to move between the options and use the Enter key to access that option The system comes with two built in interfaces the user can choose from as shown below BIG BUTTONS ENTERT This interface is suitable for touch screens and also for guick mouse clicking MENU and TOOLBARS INTERFACE Retadman POS ComCo Master User boy POS Sales Stock Purchase Payroll Accounts Diary Telephones Maintenance Help You can change the user interface by going to MAINTENANCE gt USER SETTINGS gt SETTINGS and choose the Menu and Toolbars option to use a menu style interface with toolbars for quick access to the frequently used items The navigation with this interface differs slightly f
49. Quantities Report 78 Selling Prices Report 79 Cost Price Report 80 Slow Moving Items Report 81 Out Of Stock Report 82 Stock Reorder Report 83 Stock Take Report 84 Stock Value Report 85 ltems History 86 Purchase Menu 87 Purchasing 87 Payments To Suppliers 90 Add Modify Suppliers 92 E mail Broadcast 93 Purchase Reports 94 List of Suppliers Report 94 Purchases List Report 95 Purchase Orders Report 96 Summary Purchase Report 97 Aged Suppliers Report 98 Suppliers Statements 99 Purchase Analysis Report 100 Back Orders Report 101 Stock On Order Report 102 Purchases Tax Report 103 Purchase Payments Report 104 Payroll 105 Sign In Out 105 Process Payroll 108 Add Modify Staff 109 Payroll Parameters 110 Payroll Slips Report 111 Payroll Report 113 Sign In Out Report 114 Accounts 115 Chart of Accounts 115 Journal Posting 117 Entry Posting 119 Bank Reconciliation 121 Accounting Reports 122 Chart of Accounts Report 122 Daily Entries Report 123 Daily Balances Report 124 p3 EziSolution Systems 2011 Monthly Balances Report 125 Statement Of Account 126 Trial Balance Report 127 Trading Profit Loss Report 128 Balance Sheet Report 129 Diary 130 Diary Screen 130 Telephone 132 Telephones Directory 132 Maintenance 133 Files Reindex 133 System Setup 135 Company Setup 135 General Setup 136 Sales Setup 137 Stock Setup 140 Purchase Setup 141 Point Of Sale Setup 143 Payments Setup 146 Loyalty 148 Locations 150 Hardware Setu
50. RIVE ADRIATIC DELI SHOP 5 229 MAIN STREET ADVENTURE GOLF LANG ROAD AGE PRINTING WARWICK ROAD AIKENHEADS HARDWARE ALL HARVEY IMPORTS REGENT STREET ALL OPTICAL SUPPLIES UNIT 4 52 VINNICOMBE DRIVE g Screen F2 Print F3 Close Esc From Label No This is an optional field leave blank to print all ticked labels or use it in conjunction with the To Label No to print a range of labels This is handy if you wish to print labels in small batches Label Name Choose the label stationary to print on Starting Row Enter the printing starting label row Starting Column Enter the printing starting column To tick or untik all entries click on the header of the grid next to the name heading Screen F2 Click or press F2 to view on screen Print F3 click or press F3 to send to printer Right Click to choose a different printer 0 p48 EziSolution Systems 2011 Sales Reports List of Clients Description List of selected clients printed as either a landscape or portrait Report request screen fields Type Choose Client type Report Type Choose report type of landscape or portrait State Enter state code WA NSW etc or leave blank for all states 0 p49 EziSolution Systems 2011 Invoices List Report Description List of invoices for a given period client or part number Report request screen fields Choose report type Part Number Enter a part number to list invoices that include
51. RetailMan POS The Easy Business Solution to Fully control Your Business EziSolution Systems 2011 EziSolution Systems 2011 Table of Contents RetailMan Introduction Quick Start Function Keys Support and Contacts Main Menu User Interface Other Languages Support POS Point Of Sale Touch Screen Payment Quick Menu Buttons POS Docket Re Print POS List Start End Day Point Of Sales Reports Summary Income Report Daily Sales Report Staff Sales Report Group Sales Report Hourly Sales Report Sales Invoicing Quotations Lay away Lay by Credit Note Consignment Out Payments Received Add Modify Clients Email Bulk E mail Labels Printing Sales Reports List of Clients Invoices List Report Summary Sales Report Aged Clients Report Clients Statements Sales Analysis Report Back Orders Report Sales Tax Report Bank Deposit Sales Payments Report Sales By Client Sales By Product Client Sales Product Product Sales Client Sales by Sales Rep Stock Add Modify Stock Card p2 10 12 13 13 14 15 15 18 20 23 24 25 26 26 27 28 29 30 31 31 36 37 38 39 40 42 45 46 48 49 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 EziSolution Systems 2011 Details Tab 65 History 67 Equivalent Part Numbers 68 Package Contents 69 Kit 70 Stock Groups Maintenance 73 Global Stock Maintenance 74 Stock Quantity Adjustment 75 Stock Reports 76 Item Enquiry 76 Transactions Enquiry 77
52. VI Print Subtotal 4 Print Discount Total DPPPPPCAAAAC a _ Print Tax Total a d FA Print ClientAddress Copies to Print Default 1 1S Docket Printer Currency Symbol No of Lines to Skip Default 7 6 Save F2 Close Esc POS Screen Setup Sets up the behavior of the POS screen Ask for User No on each line of sale Tick to allow the user to supply a user number on each line item this is useful if more than one staff member serves the same customer on the same sale Ask for User Number on Save Tick to force the user to supply a user number before saving the transaction each sale is then tagged with their num ber Collate Similar Part Numbers Choosing this option will group same part numbers together as if entered on one line This is useful in many cases but may not work properly in other cases where you sell the same item with different prices such as when you sell one at full price and the next item as half price Allow Multi Currency Payment Tick if you plan to accept cash foriegn currencies as pos payments this will allow you to choose the currency in the cash payment section of the pos screen You will need to make sure the exchange rate is updated on regular bases you can edit the currency file by pressing Control Right Mouse Click on the currency field Allow Layby Layaway Sales Tick this option if you plan to use Laby Layaway sales in the pos screen p143 EziSolution Sy
53. a name to this printer Once this is done go to MAINTENANCE gt HARDWARE Setup and adjust the settings as shown p198 EziSolution Systems 2011 Cannot load 32 bit DLL repinv3 frx System produce the following error when starting up Error Number 1753 Error Message Cannot load 32 bit DLL repinv3 frx This error is due to a Windows protection setting which can be modified from CONTROL PANEL gt SYSTEM gt Choose the ADVANCED TAB gt Click on the SETTINGS button under the PERFORMANCE Heading gt Click on the DATA EXECUTION PREVENTION TAB then choose the TURN ON DEP FOR ESSENTIAL WINDOWS PROGRAMS AND SERVICES ONLY or if you do choose the TURN ON DEP FOR ALL PROGRAM AND SERVICES EXCPET THOSE I SELECT then you have to add the RMAN EXE in the box as shown below Performance Options Visual Effects Advanced Data Execution Prevention Data Execution Prevention DEP helps protect against damage from viruses and other security threats How does it work Turn on DEP for essential Windows programs and services only 6 Turn on DEP for all programs and services except those I select rman exe Windows Explorer oh p199 EziSolution Systems 2011 Error Access Printer Spooler When trying to print a receipt from the receipt printer it gives following error Error 1957 error accessing printer spooler This error is normally is generated when the user changes the name of the Windows POS
54. ales Account When this is checked the Post To field on the Invoicing screen is visible This allows you to post the whole invoice amount to a particular account When this is not checked the Post To field on the Invoicing screen is not visible and the whole invoice is posted to the default Sales account Remind if Below Min Qty Issue a warning if stock levels fall below the specified minimum Warn if no stock Issue a warning if there is a zero stock level Warn if price too low Issue a warning if the price is lower than the cost p rice Block Sale if no stock check to block the sale is the stock qty is zero or below Force backorder Issue a backorder automatically if stock levels fall below the predetermined minimum Force Cash Sale if No Credit If selling to a client with no available credit then force it as a cash sale Make Quote as Default Sets the default such that when you select Sales then Invoice the Invoice Quote option defaults to Quote Track Sales Sources Allows the user to choose a sale source for each sale from a drop down list p137 EziSolution Systems 2011 Allow Currency Change Allows user to change defult currency when selling Give Change when overpaid Tick to treat sale as a cash sale if client pays more than the invoice total then system will treat extra payment as a change If un ticked amount gies against client s account as an overpayment Default Qty Value Enter the default quantity th
55. and press Enter Pressing Enter on the client name will position the cursor in the grid and you can start entering item if you wish to set focus to the other fields in the top of the screen then use the TAB key instead of the Enter key Type Choose from drop down options Invoice Quotation Layby or Credit Note or Consignment out Number To enter a new invoice press Enter on the invoice number field A new invoice with the next number in sequence will be created To recall an existing invoice type in the old invoice number This invoice will be recalled You can then modify it or delete it NOTE The invoice number range is 1 to 99999999 Date The default is today s date Change this if you need to p3l EziSolution Systems 2011 Bm Note Right mouse click on any date field and select a date interactively from a calendar Ref no Enter the client s reference number such as order number For backorders enter BO Existing invoice number for example BO123 this will issue a new invoice which recalls the back orders on that previous invoice In this case the invoice details will be displayed on the list part of the screen Salesperson Select the salesperson s name from the drop down list of users Source Choose the sales source such as word of mouth or TV Ad you will then be able to produce a report of where are your clients are coming from m Note You can edit the source file by pressing Control Right Mo
56. and the payments made over a specified time period Report request screen fields Name Enter the supplier name if you want to report on only one supplier or leave blank to report on all suppliers with outstanding invoices This will fill the list below with suppliers accordingly From Date Start date for the report To Date End date for the report Include Paid Invoices Check to include payments made during the report period Uncheck to list outstanding invoices only Detailed Statement Check for a detailed statement showing the payments Notes to Appear on Statement Notes entered here will appear on the report Columns on the list of suppliers Leftmost column Include or exclude suppliers for the report by checking or un checking each supplier Hint To uncheck all checked suppliers right mouse click on the header of the left column To check all suppliers with outstanding invoices left click header Name amp Phone Details filled automatically to help you identify the suppliers Current Balance Shows current outstanding balance 0 p99 EziSolution Systems 2011 Purchase Analysis Report Description Purchases analysis over a specified time period broken down by each purchase department Report request screen fields From Date Start date for the report To Date End date for the report p100 EziSolution Systems 2011 Back Orders Report Description List of back orders sorted by either
57. antities supplier statements account files and supplier history file The following function keys are active in this screen e F9 Search the stock list by item code item number e F10 Search stock file by item details Code Enter Supplier Code If not found the system displays the Suppliers List and you can scroll up or down and choose a supplier Hint If you cannot remember the supplier code go down to the supplier name field and enter the supplier name or part of the name Name amp Address Filled automatically from the Suppliers List You may overtype alter the details if you wish Terms Enter Invoice trading terms 7days 14 days etc Delivery Details Enter any additional details needed on the invoice delivery docket Tax Inclusive Controls whether or not tax is included in the price Pur Order Select Purchase or Order from the dropdown list Hint To change to a Purchase Order hit the letter O key on this field Number To enter a new number press Enter on the number field A new entry with the next number in sequence will be created To recall an existing number type in the old number This entry will be recalled You can then modify it or delete it NOTE The number range is 1 to 99999999 Date The default is today s date Change this at will Ref_no Enter the supplier s reference number such as the supplier s invoice number Salesman Enter the Salesman s code Invoice or Order line item
58. ar Data Files 178 Client Sales Product 61 Clients Statements 53 Company Setup 135 Consignment Out 39 Cost Price Report 80 Credit Cards 160 Credit Note 38 a D Daily Balances Report 124 Daily Entries Report 123 Daily Sales Report 27 Data Files Statistices 179 Default Accounts Setup 177 Details Tab 65 Diary Screen 130 a z e Mail 174 Electronic Scale 157 p220 EziSolution Systems 2011 Email 45 Entry Posting 119 Equivalent Part Numbers 68 Error Access Printer Spooler 200 a ae Files Reindex 133 Function Keys 10 BE E General Setup 136 Global Stock Maintenance 74 Group Sales Report 29 H Hardware Setup 151 History 67 Hourly Sales Report 30 Import Export Files 162 Introduction 7 Invoices List Report 50 Invoicing 31 Issuing a discount on invoice or POS total 201 Item Enquiry 76 Items History 86 Journal Posting 117 Labels Printing 48 Lay away Lay by 37 List of Clients 49 List of Suppliers Report 94 Locations 150 Loyalty 148 p221 EziSolution Systems 2011 _M Modify User 166 Monthly Balances Report 125 N Network Printing 207 Network Setup 210 0O Other Languages Support 14 Out Of Stock Report 82 P Package Contents 69 Payments Received 40 Payments Setup 146 Payments To Suppliers 90 Payroll Parameters 110 Payroll Report 113 Payroll Slips Report 111 Point Of Sale 15 Point Of Sale Setup 143 Pole Display 156 Pole Display Setu
59. arget field Click at the end of the path to make sure it is no longer highlighted At the end of the path type a space then the param eter required station number The path will now look something like this C RMAN RMAN EXE 2 Click OK to close the shortcut and save the change 0 pl7 EziSolution Systems 2011 Touch Screen Payment This screen is activated if you press F5 after completing the POS transaction It can be used with touch screen mouse or keyboard and will accept multiple payment options for the same POS transaction Payment DEC mr Tome oo Right Click to Edit Currency File Left Click to Choose other Currency To Change 172 71 Save F2 Print F3 Note that if you have the rounding on the rounding will occur on the payments which has rounding enabled Use the keypad to enter the amounts or press the payment tabs to quickly fill the payment field so if you want to pay by credit card press the 0 button to zero the cash field then press the C Card button to fill the Credit Card field with the full amount Once done press F2 to save or F3 to save and print To enter a different currency payment click on the Cash option which will give you a drop down list of all the available currencies If you need to add a new currency Right Click on the Cash Option and you will get the Currency file that will enable you to add modify the currencies and their exchange rates Make sure to enable
60. ate a new file and edit the file your self this can also work if you need to change any text on the interface to say whatever you want If you need to create a new language file for your specific country copy the following files as p169 EziSolution Systems 2011 follows If you need to create a German Language File copy the ENGLISH LNG and ENGLISH CDX files and rename them as GERMAN LNG and GERMAN CDX then choose the German language file and edit the text in there to make it German then you will notice that all text on all screens will now show German Desktop Picture File This will display any picture file you have on the main menu m Note that if you are running a network version and need to enter a picture file make sure to enter the full path name of the picture such as Server Serverc Rman ezi_blue jpg or you can just remove the path name and just enter the file name if that file is residing in the same folder you start the program from Show Tips on Startup Tick to show random tips whn you start up the program Open Diary on Startup Tick to display the diary when you first enter the program Show Tool Tips Tick to force the system to show you tool tips on all screens to help you learn the system O p170 EziSolution Systems 2011 Sales The Sales tab is used to configure the sale screens for each system user Master User System Settings Disable Date Change V Show Other Details M Disable Price Cha
61. ck of 6 Cans E d PE Stock Group RSR Other Details Prin Invoi Default Supplier Edit Qty on Sales gt Sales Web Store Edit Price on Sales Details History Equivalent Part Numbers Item Content Picture Retail ___Trade __WholeSale _ Reseller _ On Special _ Period Sell Price 20 000 19 000 18 000 16 000 0 000 11 Sell Qty 100 1000 2000 50 00 Tax TAX Qty on Hand Sales AC Consignment Out Purchase A C Qty on Order Minimum Level 0 Reorder a 0 Qty on Layby Bin Location Units Qty on Back Order User Prompt Average Cost Notes Last Cost Last Sold Date 11 g 9 Last Purchase Date 11 Last Order Date 11 Delete F item Type item Details Coca Cola Pack of 6 Cans her Details rint On Invoice Default Supplier Edit Qty on Sale Track Serial Numbers rack Expiry Date F Edit Pr Sales amp Web Store ry fit Price on Sales M Part Number 4890008109302 Coca Cola Can Base item that makes up the kit 4l l ls ea p71 EziSolution Systems 2011 p72 EziSolution Systems 2011 Stock Groups Maintenance Select Stock Groups Maintenance to add modify or delete from the group file This file is used in conjunction with the stock file to group items into categories to make reporting easier Select New to add a new group Select Edit to change the details of an existing group Code The alphanumeric group code Group Name The group name 0 p73
62. ck reprint on pos screen Adding Archive option to compact old data Modified Selling prices report to add resellers on special prices and other details option Added a default labels printer option in Hardware Setup Added Data Files Statistics in the Maintenance Section Fixed bug in stock History file when modifying sales and purchases Version 1 90 3 04 2010 Added option to exclude cost price and profit from invoice list report Adding option to customise POS docket printout Fixed bug in Groups sales report to filter by group p192 EziSolution Systems 2011 Fixed bug in pos screen when collate flag is active 0 p193 EziSolution Systems 2011 FAQ Barcode Printing To Setup the barcode font click on Windows START gt SETTINGS gt CONTROL PANEL gt FONTS Edit View Favorites Tools Help J Search E Folders aj m A Yummy A C M E A C Apology Secret Age Secret Install New Font a Acquaintance Action Force Actionis Adriator Adve TrueType Normal T TrueType TrueType Nor a S S S Aharoni Bold Air Milhouse Air Milhouse Airbag Street airb TrueType Italic Tru Outline T TrueType MCC a a Choose Install new font then change the folder to CARMAN or C EZI W depending on which software you are using Double click on the folder you will notice a font Barc128c True Type appears in the List of Fonts window highlight that font and click OK p194
63. cket Printer Currency Symbol Enter the currency symbol to print on the receipt for some printer you will need to enter the ascii code for some currencies such as the which is 156 No of Lines to Skip Enter number of lines to skip after printing 0 p145 EziSolution Systems 2011 Payments Setup Use the Payments tab to set the default payments methods up to 9 And also the accounts to post to when the sales or purchase payments are processed System Setup Bank Account 1 Credit Cards Bank Account 1 oe Cash Drawer Discounts Given Miscellaneous Income Payment Name Enter Payment names keeping the cash as the top name Sales Account Enter the sales Account Code or Account Name from the chart of accounts this will cause the system to post payment to that account on a sale Purchase Account Enter the Purchase Account Code or Account Name from the chart of accounts this will cause the system to post payment to that account on a purchase Deposit Tick all the rows that you want to appear in a bank deposit slip Default Choose one payment to be used as the default payment method by your client Round Tick all the payments to be rounded up or down usually its the cash payment to allow for better cash handling Open Till Will cause the system to open the cash drawer if that payment method was used Type This column is used to identify the Credit Card Debit Card and Gift Card sales payment
64. consult your printer documentation for compatible printer software Epson X Generic Text Only ae E Generic IBM Graphics Spin Aer g Generic IBM Graphics 9pin wide Generic sg MS Publisher Color Printer ESS Ej Eh AETA RA ET PA AAN EE A xl Ep This driver is digitally signed Windows Update Have Disk Tell me why driver signing is important man Then rename the name to be used Such as Epson TM III Once this is done the device name should appear in the HARDWARE Setup screen Warning Make sure not to make the POS printer as the Default Windows Printer you MUST use a proper report printer driver to print and display your reports correctly p203 EziSolution Systems 2011 Pole Display Setup To setup a Customer Pole Display with a serial or USB interface follow the following steps Click START gt SETTINGS gt PRINTERS gt ADD NEW PRINTER Add Printer Wizard es Local or Network Printer The wizard needs to know which type of printer to set up Choose the com or USB port used by the Pole Displ ay com1 com2 etc p204 EziSolution Systems 2011 Add Printer Wizard Select a Printer Port Computers communicate with printers through ports Select the port you want your printer to use If the port is not listed you can create a new port s Use the following port i Perea Note Most computers use the LPT1 port to communicate with a local printer The connector for this pert shoul
65. crosoft Security Essentials AM Application extens 1 848 KB H Videos 2 db B Add to archive DAM Application extens 365 KB 8 db S Add to RMan rar DAM Application extens 116 KB ed Homegroup a ePi Compress and emal A DAM Application extens 477 KB Compress to RMan rar and email oes Scan with Malwarebytes Anti Malware a TT RSS aims I Computer fa ms Application extens 336 KB amp Local Disk C a On Always available offline PPM Application extens 82 KB ca Local Disk D amp vig Restore previous versions 5PM Application extens 4 200 KB 8 vip ae Compressed zipped folder 8 SA News Sv XZ Copy p B and Documents E amp KN Create shortcut ka Fax recipient w amp po Delete 2 Mail recipient E 2 a Rename 8 Skype 2 Properties amp Local Disk C z blank 27 08 2002 3 a Local Disk D B M EziSolution 5 02 2004 1 1 ca Local Disk E 8 3 Rman 2 03 2004 5 3 DVD RW Drive F B on a a tT MBAs Li ALS face vn There is another way to do the same thing but instead of using the Absolute Path p210 EziSolution Systems 2011 Names use instead mapped network drives to do that e follow the first three steps as above e On each station Double Click on Network Neigbourhood for Windows 98 or My Network Places in 2000 or XP e Once you see the server double click on the server icon then you should see the sharable drive on the server e Right click on that sharabl
66. d look something like this eS SA a Create a new port Type of port Local Port ec Click Next and choose the GENERIC TEXT Printer Add Printer Wizard Install Printer Software The manufacturer and mode determine which printer software to use Select the manufacturer and model of your printer If your printer came wilh an installation disk click Have Disk If your printer is not listed consult your printer documentation for compatible printer software Epson _ Sf Generic Text Only lag Sf Generic IBM Graphics Spin Bee i i Generic IBM Graphics Spin wide Generic 3 g MS Publisher Color Printer zi RAC D PA E EEP E xl Gy This driver is digitally signed Windows Update Have Disk Tell me why driver signing is important Eeen Then rename to the device name used Once this is done the device name should appear in the HARDWARE Setup screen p205 EziSolution Systems 2011 Add Printer Wizard Name Your Printer You must assign a name to this printer Type a name for this printer Because some programs do not support printer and server name combinations of more than 31 characters it is best to keep the name as short as possible Printer name Pole Display Do you want to use this printer as the default printer Once this is done go to MAINTENANCE gt SYSTEM SETUP gt HARDWARE and adjust the settings as shown in the following scre
67. details Part Number Enter the item part number If only a part of the code is entered you will be shown the Stock List Choose one by pressing Enter on the desired item To enter a non stock item Enter a in the code field and you will then be able to enter text in the item Details field Details If you entered a valid code in the Part Number field the item details will be filled automatically If you entered a in the Part Number field you can type in the item description p87 EziSolution Systems 2011 Quantity Enter number of items or weight etc B Order If the required quantity cannot be supplied due to lack of stock the system allows you to enter a back order Note that the back order option must be enabled For further information refer to Maintenance System Setup Sales Amount This is calculated automatically but you can override the price supplied by the system Tax Enter a tax code for example G for GST Refer to Maintenance Tax File Maintenance for further details Disc Enter the item discount Total Calculated automatically Other fields With the cursor positioned on the part number field of a particular line item these fields below display details about this part Bin The part location in store On Hand The stock quantity currently in stock Total Qty The total number bought Retail Trade amp W Sale The Retail Trade and Wholesale currency valu
68. different setting for each account this will facilitate better use and security for the system Users File Name Telephone Mobile faddress OOOO O Joo net ogn TIT SI SS IE NN EK Fascist Manage TT Rose Joss Jouve 33 Taniy Sret TT Micha osoes32147 ostaes2321 a vordanRoad O o y Modify Security Settings New Delete F4 Close Esc To Modify the user basic information click on the Modify button to get the following screen Edit User 33 Trinity Street Parkwood QL 856324 0897542136 0411854236 Close Esc p166 EziSolution Systems 2011 The above screen stores the basic user information such as name and contact details once all the information is correct just click on the save button to save p167 EziSolution Systems 2011 Security Clicking on the Security button will display the following screen which allows the system administrator to assign the security settings for each user This screen allows security of down to the menu level you will need to assign a security value of between 0 to 3 for each menu item 0 being no access and 3 for full access Rose Security Settings Purchase Telephones Maintenance POS fo Summary Income Report fo Daily Sales List Report o Staff Sales Report fo Group Sales Report p 0 Point of Sale o Start End of Day o Hourly Sales Report 0 No Access 1 Read Only 2 Read Write 3 Full Access Save F2 Close Esc First you m
69. ding to your network or simply enter the file name without path such as MyLogo jpg If the above does not apply then there may be other reasons including 1 Computer Hardware failure mainly hard disk drive or memory 2 System is heating up due to faulty fans or poor air flow circulation in the system 3 Viruses or Trojans 4 Windows file corruption To check if it is a hardware or software problem this is a quick test and is generally true but not always When the system freezes pressing the Num Lock key few times should turn the Number Lock led on the keyboard on and off if it doesn t then its a hardware problem otherwise it could be a software problem p214 EziSolution Systems 2011 Serial Number Tracking Make sure to tick the Track serial number option in the stock card then when you enter the stock item and press the Enter or Tab key on the Qty field the system automatically generate the text S N under the part number column you can then enter the serial numbers in the details column if you have many serial numbers they can be entered on the same line separated by commas such as 12345 12346 12347 or on different lines but you must make sure you enter the text S N in the part number for the system to recognize it as a valid serial You can also enter a series of consecutive serial numbers such as 12345 12346 12347 12348 by simply entering the first and last serial numbers separated by a Space dash
70. e Baud Rate Choose the scale baud rate from the drop down list from the scale Parity Choose the scale Parity such as N No Parity O Odd Parity or E Even Parity Bits Choose the data bits of either 7 or 8 Stop Bits Choose the stop bits of 0 1 or 2 NOTE The communications parameters must match the actual scale parameters otherwise you will not get the proper readings from the scale Enabling Weight Enter the control codes for enabling the weight the code can be entered in Decimals or preceded by 0x for Hex such as shown in the screen example above Disable Weighing Enter the control codes for disabling the weighing this is to stop the scale from sending data to the computer when not suppose to Weight Start Position Enter the start of the weight position to bypass the control codes the scales sends with the weight Weight Digits Enter the weight number of digits normally 5 for Kg and 4 for Ibs p157 EziSolution Systems 2011 Factor Enter the number to multiply with to get the correct reading 0 001 for Kg and 0 01 for lbs p158 EziSolution Systems 2011 Barcode Scanner This option is used to setup a barcode scnner connected to the system Please note barcode scanners connected to the Keyboard or USB ports do not need any setup they should just work However a serial barcode scanner needs to be setup with the correct serial port parameters Hardware Setup Default Printers f POS Printer
71. e Edit Price on Sales il History Cole cate item Content Picture Retail Trade WholeSale Reseller Bundie On Special Period Sell Price 4 000 3 800 3 500 3 000 7 000 0 000 11 Sell Qty 1 00 10 00 24 00 48 00 200 wi Tax TAX Qty on Hand 1199 00 Sales A C Consignment Out 0 00 Purchase A C Qty on Order 0 00 Minimum Level 100 Reorder Qty 500 Qty on Layby 0 00 Bin Location A4 Units Can Qty on Back Order 0 00 User Prompt Average Cost 1 50 Notes Last Cost 1 50 Last Sold Date 07 06 2010 t Last Purchase Date 11 4 amp Last Order Date 11 Save F2 Next Preyious Print F3 Delete F4 Close Esc 2 Once this is done and saved you can now start creating Child stock items Each of these items can have their own part number details and selling price There are no limits to the number of child items for any particular stock item All stock items can have children if you choose to Note that the system will not keep track of their quantities but as you buy and sell these child items the system will update the cost and quantity of the parent item Also note that you can create child items based on more than one stock item but the only limitation is the system will not allow you to buy that item since it will not know how to allocate the cost of multiple stock items So the parent items have to be purchased and not the child item p70 EziSolution Systems 2011 inactive Tee eee Coca Cola Pa
72. e displayed if you try to send the email with a wrong file type Message File This field will initially be disabled Once you choose a file message type it will be enabled You can only have one entry and of the types mentioned above Message Text If you have chosen a text message type you can manually enter a text message of variable length General notes on sending emails For users with dial up connection using a standard modem you need to manually connect the modem using the dial up icon under Windows before you are able to send emails Trying to send emails when there is no connection will result in error messages being displayed If you are an ADSL user the system will use the ADSL connection without any intervention on your part since it is always open Note also that you need to setup the email screen under the maintenance section before you are able to send any emails see Email Setup Tab under the Maintenance Menu 0 p47 EziSolution Systems 2011 Labels Printing Clicking Labels on the List Screen will enable you to print labels which iclude the code as a barcode and the name ad address for the clients suppliers and contacts Labels Printing Client Name ddress AAA BARGAIN REMOVALS amp STORAGE PLAYALE STREET AARDVARK REMOVALS 3 SHILLINGTON WAY ABETZ MINISTRY ACCOUNT REFORMED CHURCH OF WILLETTON ACCOUNTING ALLIANCE 186 HAY STREET ACE AUTO CLEAN R HARRY BURGES ADD A BALOON NIT 4 7 VINNICOMBE D
73. e drive and click Map Network Drive then choose a network drive letter such as N e Tick the Connect at logon and save this setting e Create a short cut and browse to the RMAN directory on the server then save Either ways will work fine the only thing you have to watch for is the network drive mapping in the second method may drop out if the server was not available when you start the stations so you have to re install it The first method is more consistent and will work each and every time Workstations Setup To setup each station to have its own peripheral devices such as POS printers report printers cash drawers and so on you have to add the number of each station as a parameter to the program name in the program desktop short cut The stations has to be numbered 1 2 3 4 etc then the short cut has to have the station number as follows For station number 2 the TARGET field in the short cut should look something like C RMAN RMAN EXE 2 RMAN EXE is the program name for Retail Man Note that version 1 90 08 and above does automatic allocation of station numbers so no need to incluse the station number but you can force the system to use a particular station number by including the station number in the short cut p211 EziSolution Systems 2011 Retail Man Properties General Shortcut Compatibility Retail Man td Target type Application Target location RMan Target N RMan RM an ex
74. e system will automatically enter as you process sales default is 1 Decimals in Qty Field Enter the number of decimals in the quantity field zero for whole numbers such as 123 1 for one decimal such as 123 1 2 if you are selling in Ib such as 123 05 anf 3 if you are selling in Kg such as 123 275 Decimals in Disc Field Enter the number of decimals in the Discount field zero for no decimals such as 25 1 for one decimal such as 25 5 Maximum is 3 decimals Decimals in Tax Field Enter the number of decimals in the tax field Invoice Printout Enable Backorder Column Tick to enable the use of the back order column on the screen and printout Enable Discount Column Tick to enable the discount column Tick the to force the discount as a percentage discount Note that if you do not tick the option then the discount will be in amount value however you can always process the discount as a percentage by pressing the after you enter the discount amount in the discount column Enable Tax Code Column Tick force the system to show the tax code for each item sold Enable Tax Amount Column Tick force the system to show the tax amount for each item sold this will also allow you to change the tax amount Enable Tax Total Tick force the system to show the tax total for the whole invoice Print Part No on Invoice Tick to print the part numbers on invoice Print back orders on Invoice Include back orders on invoices Print Bin o
75. efore you are able to process a Credit Debit Cards on line Please contact ChargeitPro for a very competitive rates and no upfront charges The system comes with built in credit card processor CCP companies that you can choose from Before you are able to work with credit cards you must contact either us or the chosen CCP to arrange for the following 1 You must have a murchant account with your own bank or any other bank 2 You Must install the CCP s software the CCP will help you download and install or install it for you 3 you must get a swipe device such as a keyboard with a credit card reader or a magnetic card reader which can read tracks 1 and 2 p160 EziSolution Systems 2011 4 If you need to process debit cards then you will need to get a Debit Card Reader 4 Setup the hardware according to the CCP recom mendations Once all the above is done you will be able to accept credit cards and process credit cards including Visa Master Card Amex JCB Diners Club Discover Union Pay Bank Debit Cards and Gift Cards p161 EziSolution Systems 2011 Import Export Files This menu item allows the import or export of data to and from the database files used by the system V 1 Files Export Import e h00Se te i Operation Export x File Type Comma Seperated Value File csv z File to Import Export To C itempiStock CSV Vanne ala Per Part Number Details Retail CE ON72107 L
76. elected on the Interactive Calendar This means that your notes are always visible Interactive Calendar The interactive calendar is positioned at the bottom right When you first go to the Diary today s date is selected To view your appointments for other dates select the date interactively using your mouse otes Last day before Holiday Horray January 7 2011 z 2 1 111 2 m NewNote Search List Close Esc Push Buttons p130 EziSolution Systems 2011 New To add an appointment select New The New Appointment screen will be displayed Enter the appointment details New Appointment screen fields Type Select from the dropdown list The choices are Once The appointment occurs once only Daily The appointment occurs every day at this time Weekly The appointment occurs every week on this day Day of Month The Appointment occurs on a certain day of month Monthly The appointment occurs on this date every month Yearly The appointment occurs on this date every year Date The date defaults to today s date regardless of the date selected on the interactive calendar Change this to your appointment date Time Enter the time of your appointment Details Type the appointment details You can type in up to 50 characters Today Pressing this button takes the user back to today s date Search You can search for any string of text in the appointments file List T
77. emp folder and will display that invoice on screen Print F3 Save and print the invoice Hint You can send the invoice to a different printer or even fax it by right clicking the print button and choosing the destination Email This will email the invoice directly to the client The client must have the email field filled with a valid email address If you are using a dialup modem you need to connect to your ISP first For ADSL users the system will send the email as an attachment Delete F4 Delete the invoice Payment F5 Pay or part pay the invoice Note that the system will auto fill the payment number with the last payment number 1 you can choose the payment date amount payment method details and the account to send to If there are two or more persons on the network doing payments at the same time the one who saves first will save that paym ent number and the next one will increment the payment number before saving automatically 17153 12 06 2010 Credit Card Credit Cards If you press the F5 button with no items in the grid the system will display a deposit screen and allows you to receive money from the client as a deposit p33 EziSolution Systems 2011 12 06 2010 ATDRAL CATHEDRAL COLLEGE 500 00 Credit Card Visa F7 Display a list of invoices or quotes for the previous 12 months If you wish to see invoices for a particular client enter the client Code name in the invoicing screen
78. en M Pole Display chrf11 Welcome to 0 p206 EziSolution Systems 2011 Network Printing Network Printing To setup network printers you have to setup the network users and stations first To setup a network point of sale printer choose where the POS printer is needed to be located then create a printer driver on that system it has to be GENERIC TEXT then make it sharable On the other stations under Windows click START gt SETTINGS gt PRINTERS amp FAXES and click ADD ANEW PRINTER Add Printer Wizard Local or Network Printer The weard needs to know which type of printer to set up Select the option that describes the printer you want to use Local printer attached to this computer F Automatically detect and install my Plug and Play printer 2 To set up a network printer that is not attached to a print server A use the Local printer option lt Back Cancel Choose A network printer or a printer attached to another computer p207 EziSolution Systems 2011 Add Printer Wizard Specify a Printer If you don t know the name or address of the printer you can search for a prinler that meets your needs What printer do you want to connect to Connect to this printer or to browse for a printer select this option and click Next Name Example server printer Connect to a printer on the Internet or on a home or office network UFL
79. en Sender s Name Enter your name If you have entered your name in the email setup screen under the Maintenance menu your name will automatically appear in this field Sender s Email Enter your email address in this field Ask for Receipt Tick this box to allow the recipient to automatically send you a receipt acknowledgment before reading your email Subject Enter the email subject line If the subject line was left blank the system will warn you before sending the email Attachment This must be a valid file name You can have more than one attachment by separating the file names with a semicolon Tick the box next to the field for the system to allow you to graphically choose the attachment files Message Type You can choose to send your message as a text written in the following edit box or as a file If you choose a file The system will disable the edit box and allow you to enter a file name in the following field The file must be of type text HTM HTML or RTF otherwise an error message will be displayed if you try to send the email with a wrong file type Message File This field will initially be disabled Once you choose a file message type it will be enabled You can only have one entry and of the types mentioned above Message Text If you have chosen a text message type you can manually enter a text message of variable length General notes on sending emails For users with dial up connection using a
80. ent an electronic accounting and stock control system in the business can be overwhelming You are probably asking yourself Where do start first This quick start guide gives you a clear step by step approach with a minimum of fuss The overall task is broken into separate simple steps that you can follow in sequence to achieve the required result Step 1 Select Maintenance gt System Setup to set up your company name and other details Refer to the corresponding section below for further information Step 2 Decide which users are going to be using the system and their access levels When first installed Retail ManPOS System comes with five users Users 1 and 2 have access to all parts of the system If you need to make the system secure you should allocate a password to each user at the earliest opportunity If you do not need security on the system simply blank the password of the master user To assign security select Maintenance gt Users File Maintenance and add or remove users as you need You can give users one of four possible access levels These are 0 No access 1 Read only 2 Read and Write 3 Full access Read write Modify and Delete Note The first two users will always have a full access to all parts of the system regardless of what their access levels are set to Note Use Ctrl F12 to change users from anywhere in the system Step 3 Select Sales then Add Modify Clients to add the client de
81. er a specified date Report request screen fields From Part No Enter first part number To Part No Enter last part number Group Code Enter a group code to report on or leave blank for all groups Sort Order Select from the dropdown list Group amp Part Number Group amp Details Last Sold Date Enter the date in which the items have not been sold after 0 p81 EziSolution Systems 2011 Out Of Stock Report Description Report of all items where the stock quantities have fallen to zero or below Report request screen fields From Part No Enter first part number To Part No Enter last part number Group Code Enter a group code to report on or leave blank for all groups Sort Order Select from the dropdown list Group amp Part Number Group amp Details 0 p82 EziSolution Systems 2011 Stock Reorder Report Description This report is used to list all of the items which it s quantities has fallen below the minimum order level Report request screen fields From Part No Enter first part number To Part No Enter last part number Group Code Enter a group code to report on or leave this field blank for all groups Sort Order Select from the dropdown list Group amp Part Number Group amp Details 0 p83 EziSolution Systems 2011 Stock Take Report Description Also called the Stock Cost Report Lists the current stock quantities and prices
82. es can be overtyped if you wish Subtot Tax Paid amp Total The subtotal Tax Paid and Total currency values will be recalculated automatically Continue entering line items until the invoice or order is complete then select either Save F2 Save the invoice You can right click this button to view on screen and save as PDF ot HTM file Print F3 Saves and prints the invoice Hint Right mouse click on Print to choose the destination either a different printer or fax the invoice Email Saves the document and emails it to the supplier Delete F4 Delete the invoice Exit Esc Discard any changes or additions to the invoice and position the cursor to the top Shift F12 Print labels Payment F5 Pay or part pay Selecting Payment allows you to enter the invoice payment or part payment The payment screen will be displayed Payment No Filled automatically Date The default is today s date Change this at will Amount Enter amount paid p88 EziSolution Systems 2011 Payment Method Select Cash Check Credit Card etc from the dropdown list Details Enter the payment details Account Enter the payable account Type in either the account name or the code This will be verified against the Accounts List p89 EziSolution Systems 2011 Payments To Suppliers Select Payments To Suppliers to pay a batch of invoices Invoices can be fully or partly paid Payment No To enter a n
83. ew payment press Enter on the Payment No field Anew payment record with the next number in sequence will be created _To recall an existing payment type in the old payment number This payment will be recalled You can then modify it or delete it NOTE The payment number range is 1 to 99999999 Payment Date The default is today s date Change this at will Supplier s Name Enter the supplier s Name Amount Enter amount paid Paid By Enter payment mode Cash Credit Card etc from the dropdown list Details Enter the payment details This field defaults to the payment mode Change this at will Account Enter the payable account Type in either the account name or the code This will be verified against the Accounts List Enter to obtain the list to select from Outstanding Invoices fields No This is just a line item number Each line is numbered off starting with 1 at the top Invoice The invoice number as it was saved Date The date of the invoice Total The total value outstanding on this invoice Paid This is what has been paid already Due Enter the amount being paid spread over the list of outstanding invoices These can be part payments The total of this column is displayed at the bottom right This must agree exactly with the value in the Amount field on the left of the screen If you try to save with the amounts not in agreement you will receive a warning message Continue entering invoice
84. f you do not tick the option then the discount will be in amount value however you can always process the discount as a percentage by pressing the after you enter the discount amount in the discount column Enable Tax Code Column Tick force the system to show the tax code for each item Enable Tax Amount Column Tick force the system to show the tax amount for each item bought this will also allow you to change the tax amount Enable Tax Total Tick force the system to show the tax total for the whole purchase Purchase Order Message Allows you to enter a message that will be printed on all purchase orders p142 EziSolution Systems 2011 Point Of Sale Setup Use the P O S tab to set defaults and other values associated with point of sales and docket printout System Setup POS Screen Setup POS Docket Setup E Ask for User no on each line sale Company Name Acme Enterprises5 F Ask for User No on Save Docket Header 33 Golf Road Riverton WA 98765 3 F Collate similar part numbers Tel 08 8564 7745 Allow Multi Currency Payment Y Allow Layby Sales Cash Sale Credit Sale Gift Voucher Lay by JI Allow Credit Sales mi Print as Invoice v Force print on Credit Sales ain Format File Name e Edit V Enable Quick Buttons J ee Rows 6 Columns 10 E Print Transaction Number Docket Footer Print Part No You were served by lt STAFF gt an ai Thank you for shopping with us Random Weight Barcodes
85. gs Button POS Setup tab the cursor stops at the description field to allow the operator to modify it If you leave the part number field blank and enter an item description the system will display the stock file for you to make a choice Qty This field lets you to enter the quantity sold It defaults to 1 e If you have enabled Qty field editing refer to the Maintenance Menu Users Settings Settings Button POS Setup tab then the cursor stops on the Qty field and waits for the operator to change the quantity if needed e If you have not enabled Qty field editing the cursor skips the Qty field However the operator can still edit that field by mouse clicking on the qty field Amount This field displays the retail price of the item being sold e If you have enabled the edit option the operator can change the price e If you have not enabled the edit option the operator cannot change the price Tax The tax code as recorded for the item in the stock file is displayed The operator can change this manually to another valid tax code Disc The operator can enter a discount amount or percentage To change the amount to percentage enter the sign after the value NOTE Clicking the Descount Header allows you to add a discount to all the items in the grid at once Total As each item is entered the line item total will be displayed in the Total field To end the transaction you can use one of the following methods
86. he list can be sorted by appointment type for a range of dates Close Esc Closes the Diary and returns you to the main menu 0 p131 EziSolution Systems 2011 Telephone Telephones Directory Use Telephones to find add modify or delete entries in your telephone directory The directory allows you to record the following information in each entry Name Address Phone number Mobile number Fax number and Email address and more Modify Position the cursor on the Telephone Directory at the entry you wish to change then select Modify This will display the Modify Directory Entry screen similar to the Add New Entry screen with the details in the appropriate fields Change these at will then select Save to save the changes or Cancel to abandon the changes without saving New Add a new entry Type in the required details and select Save to save the entry or select Cancel to abandon the details without saving This will return you to the Telephone Directory screen where you will see the new entry if saved displayed along with the old ones in name order Envelope F3 Position the cursor on the Telephone Directory at the entry you wish to print then select Print or hit F3 This will print the name and address details on an envelope Delete F4 Position the cursor on the Telephone Directory at the entry you wish to delete then select Delete or hit F4 This does not actually delete the entry but moves it to the end of
87. his is the number of decimal places the weight has its 2 for lbs and 3 for Kgs POS Docket Setup Company Name Enter the company name as you want it to appear on the docket receipt Docket Header Enter the receipt docket header which may include the address telephone number email address and any other relevant information Print as Invoice Ticking this option will print the docket receipt as a full invoice on the Windows default printer Format File Name This will allow you to modify the way the receipt look the format files are a normal text files that you can modify from within the program they have the extention POS If you choose to modify the receipt printout the rest of the options will be inactive Print Transaction No Tick if you want the printed docket to contain the transaction number Print Part Number Tick to print the part number on the receipt Print Subtotal Tick to print the subtotal on the receipt Print Discount Total Tick if you want to print the discount total on the receipt Print Tax Total Tick if you want to print the Tax total on receipt Print Client Address Tick if you need to print the repeat client address on the receipt Docket Footer Enter the text to appear at the receipt footer you can include the staff name by including the variable lt STAFF gt in the text Copies to Print Enter Number of docket receipts copies to print the default is 1 p144 EziSolution Systems 2011 Do
88. ide and the accounts on the screen listing below represent the other side Journal Voucher Number AIC Code Debit Account Account Balance nm ECO CEE KK E Credit Account Name Details Cash Drawer Daily Deposit 12 12 2010 12 12 2010 Daly Depost 12 12 2010 12122010 Save F2 Print F3 Delete F4 Close Esc Journal Voucher screen fields Journal Number To create a new journal entry press Enter on the Journal Number field A new journal entry with the next number in sequence will be created To recall an existing journal entry type in the old journal number This journal entry will be recalled You can then modify it or delete it Account Code Enter the account code or double clock to choose from the chart of accounts sorted by the code Account Name Enter account name or double click to list the chard of account by name You can then choose the account you want by pressing Enter on the account Current Balance The balance of the top account The following assumes you are entering transactions on a journal entry If you have recalled an old entry you will be able to deduce from the following how to modify transactions All the following transactions will affect the selected account so if the am ount entered is positive it will add to the account balance if negative it will subtract from it List columns in the Journal Voucher screen Accont Code Enter the account code that will post again
89. ign off Retail ManPOS System e It is advisable to backup your data before the files reindex takes place e Select the file or files you think may need to be re indexed or select all after abnormal shutdown by checking boxes appropriately e Select Proceed to start the re indexing This may take several minutes depending on the amount of data stored and the speed of your computer e Do not interrupt your computer until you see the Indexing Done message Choose Pack Selected Files if you need to remove all of the deleted information from the database 0 p134 EziSolution Systems 2011 System Setup Company Setup Use the Company tab to enter the business name and details that will be printed on all the reports and invoices the system produce System Setup nee Business Details Business Logo File Business Name Acme Enterprises ACME JPG Location Gold Terrace Address 12 gold Avenue Parkwwod WA 6153 ACME Enterprises dete 12 Gold Avenue email admin Acme com Parkwood WA 6153 Tel 0894569874 Business Name Enter your business name note that when you receive the product key with your business name the business name can not be changed otherwise the program will revert to the demonstration mode Location Enter the business location this is useful for the multi location version Address Enter your company contact and address details Business Logo File Enter the optional logo file
90. igner LP 2844 POS Printer POS Printer Rene Windows Driver Epson TM Print Header Logo 29 40 76 6 0 48 69 48 48 1 1 Double Width On 27 33 32 Double Width Off 27 331 Auto Cutter On 29861 Print Footer Logo Graphics Support B Save F2 Close Esc Labels Printer Choose the printer from a drop down list if the printer is not listed there The labels printer can be used to print labels and barcodes POS Printer Choose the printer from a drop down list if the printer is not listed there you may choose a compatible mode most pos printers can emulate the Epson T88ll Windows Driver Choose a POS printer Windows Driver from the drop down list This is normally created by the Windows User from the Control Panel gt Printers and Faxes screen Make sure to name the printer drivers a meaningful name and also test the driver by printing to the printer using the Print Test Page button in Windows If the printer does not print under Windows then it will not work in the program Print Header Logo This is an optional field that will allow the POS printer to print the company logo on the docket Most new POS printers store graphics in their built in NV memory Non Volatile Memory using the software that comes with them and then using the correct control codes it will allow the user to place the com pany logo on the sales docket thus enhancing the business image You will need to consult your printer manual on the co
91. ions 1 Cannin Franco Ps PartNo Pan Details Ony Amount Disc Tax Totais USA GOLD BOX FULL KING SHELL COLD CUPS 222 ALWAYS PANTY LINER SCENTED On Hand 4 205 Point of Sale screen fields Date Today s date this can be disabled from MAINTENANCE gt USER SETTINGS gt POS to stop uses from changing today s date Number This is the sales number that will auto increment Client Name Enter either the client code or client name otherwise leave blank if you do not wish to track sales to this client Balance This will display the current balance for the client Points This will display the number of un redeemed points earned by this client The way to enter transactions in to the grid is by either pressing the button on the touch screen or clicking on the button using the mouse typing on the keyboard or using a barcode scanner to scan item barcodes Part No Enter or scan the item or bar code This field can take of up to 20 characters letters and numbers If you entered a code that does not exist you will be shown a list of items starting with the code next to the one you have entered You can scroll up or down p15 EziSolution Systems 2011 then select the one you want by pressing the Enter key The item code of what you have selected is transferred to the sales screen Part Details If you have enabled description editing refer to the Maintenance Menu Users Settings Settin
92. is option group are radio buttons You can select only one option Don t Cost on Sale Select this option to prevent posting the cost of each sale to the accounts Use Last Cost Select this option to post the last stock cost to the accounts Use Average Cost Select this option to post the last stock cost to the accounts First in First Out Cost Select this option to post to the accounts on a first in first out basis Extra Stock Groups This option enables of up to three extra optional stock groups that can be named by the user 0 p140 EziSolution Systems 2011 Purchase Setup Use the Purchase tab to set defaults and other values associated with purchases and purchase orders System Setup Company Payments Purchase Screen Setup Purchase Printout Screen Printer Choose Purchase Account Enable Expiry Date Column FF Enable Back Order Column Allow Currency Change a i a 5 Enable Discount Column T f F1 Copy Suppliers Tel amp Fax to P O Enable Tax Code Column A F F Make P O as Default Enable Tax Amount Column Enable Tax Total Report Format File Name __D AAEMLIINVOICEp FRX f Default Oty Value 18 Purchase Order Message Decimals in Cost 3 a Purchase Copies to Print 15 P Orders Copies to Print 16 Purchase Screen Setup Choose Purchase Account When this is checked the Post To field on the Purchasing screen is visible This allows you to post the whole Purchase amount to a particular accou
93. k groups From Part No amp To Part No Enter the range of part numbers to be reported For a single part number put this in the From field or leave both fields blank for all part numbers From Date Start date To Date End date Value Quantity Select according to the order required for the report Show 0 Sales Check if you want zero sales included in the report 0 p60 EziSolution Systems 2011 Client Sales Product Description Products bought by a specified client over a time span Report request screen fields Client Name Enter the clients name or select from the Clients List From Date Start date To Date End date Value Quantity Report on either currency value or quantity 0 p6l EziSolution Systems 2011 Product Sales Client Description what range of products have been sold to all clients over a time span Report request screen fields From Part No amp To Part No Enter the range of part numbers to be reported For a single part number put this in both fields Stock Group Select a stock group from the dropdown list or leave blank for all stock groups From Date Start date To Date End date Sales Rep Select a user from the dropdown list or leave blank for all sales reps 0 p62 EziSolution Systems 2011 Sales by Sales Rep Description Sales report broken down by sales representative over a specified time span Report request screen fields
94. k user from changing entered data Disable the HOLD button Block Sales Returns Disable F7 Sales List Disable POS Re print Choosing Skip will speed up the sales process but will still allow the user to go back and change the field if need be note that you can set a stock item in the stock card to force price and quantity editing even if the column is sat to disable in this screen this is required for such items that do not have a fixed quantity or price to be edited by the user If you choose disable to a particular field the user will not be able to modify the content of that field However you can switch between users using the CONTROL F12 to allow another user with more authority to change settings on the fly Allow Qty Discount This setting is used in conjunction with the stock card by setting the price for a volume discount so if you assign a Retail price for up to 3 items and the Trade price for qty of 4 to 10 so if the customer buys 4 or more the system will automatically change the price from the Retail to the Trade Price Allow Deletion this option will allow the user to delete POS transaction including their payments note however the system will keep a log of all deleted transactions including the time and date of deletion the active user and the amounts deleted Allow Quick Menu Buttons Edit Enabeling this option will allow the use to edit the quick buttons in the POS screen Show Total Sales Amount on POS List Ch
95. lar to the paperwork side of the business but much faster This can save the business thousands of dollars in many ways including e Increase profit and decrease work load e Boost sales using the built in emailing system e Stock Control e Faster debit collection e On time payment to creditors e Smaller accountants bills e Faster tax returns e Track staff sales and give rewards based on performance e Andmore The user interface of the system is very simple and errors made during data entry can be corrected as easily as they are made All needed information is always at your fingertips therefore saving you time The Retail ManPOS System System runs under the operating system Windows 9x 2000 XP Vista Windows 7 Windows 2003 2008 and most network systems that are Windows compatible It is year 2000 compliant and has no end of period posting The multi user version ships with the ability for the data to be accessed by several users at the same time Retail ManPOS System now comes with internet support The user can email the clients suppliers or contacts directly from within with great ease It also supports email broadcasting giving the user a very valuable quick and inexpensive advertising tool A full copy of the user manual can be downloaded from our web site to do that go to HELP gt ABOUT and click on the web site link on the about page 0 p7 EziSolution Systems 2011 Quick Start Trying to implem
96. le number Fax Enter Fax number Email Enter email address http Enter web page address pressing http tab will open web page No Bulk Email Tick to remove from bulk email list when email broadcasting Remarks Any useful information Payment terms COD 7 14 30 days etc Credit Limit Enter the credit limit amount before the system issues a warning Other fields Purchases Snapshot of your trading Due History with that supplier Select Save to save the changes This will return you to the previous screen To add a new supplier select New F2 from the Suppliers List screen The New Supplier screen will be displayed for you to enter the details This screen is similar to the Edit Supplier Details screen 0 p92 EziSolution Systems 2011 E mail Broadcast This menu option allows you to send bulk email to contacts with or without file attachm ents No of Recipients This field displays the number of email recipients If the file contains a large number of entries it may take a short while to display this screen To change the number of recipients click on the box next to the field the system will display the list with the names and email addresses and a tick box next to them to un tick them all right mouse click on the column header to tick them all left click the column header or individually tick or un tick once finished click on the Close button at the bottom to return to the send email scre
97. mail address if exist for the recipient to reply to SMTP Domain Normally is left blank but sometimes you may need to fill it with the same text as the SMTP Server Leave it blank for Gmail SMTP Server Enter your SMTP server normally in the form of mail isoname com if not sure you can check your email client to see it in there Note that you must use your own Internet Service Provider ISP SMTP This will cause the email to go through your ISP which is a lot faster and more secure Most ISP s have an online help to show you how to setup your email SMTP If you are using Gmail enter smtp gmail com SMTP Port enter 25 as default some ISPs may use a different port if you are using Gmail enter 465 If you are using Gmail to send emails you will need to tick the Server Authentication optin and enter the User Name as your Gmail account example myname gmail com and your Gmail password Timeout Enter the timeout is seconds Attachment Enter the attachment type you want the system to send as Server Authentication Choose this if your ISP offers Server Authentication which will require a user name and password most ISP s do not support this feature which allows the user to use their email account from different locations by simply using their user name and password so if in doubt leave this off otherwise ask your ISP Gmail requires Server Authentication Ticked with the user name as lt user gt gmail com and
98. mber in sequence will be created To recall an existing payment type in the old payment number This payment will be recalled You can then modify it or delete it NOTE The payment number range is 1 to 99999999 Payment Date The default is today s date Change this at will HINT Right mouse click on any date field and select a date interactively from a calendar Client Name Enter the client s name Payment Details Enter payment the details The field is pre filled with the payment method From Invoice Date Enter an optional start date for the invoices you want to pay To Invoice Date Enter an optional end date for the invoices you want to pay These two fields will filter the invoices into this date range and display them on the Outstanding Invoices list Amount Enter the amount being paid you can choose more than one type of payment If you are part paying some invoice you MUST change the PAYMENT TODAY am ount in the grid p40 EziSolution Systems 2011 But to save the transaction the total amount paid must equal the paid amounts Account The system will post the paid amounts to the default accounts that you configured in the system setup screen if you wish to send the payment to a different account right click on the payment button and choose a different account for the chart of accounts Outstanding Invoices columns No This is just a line item number Each line is numbered off starting with 1 at the top
99. mited so you must always install a standard printer as your default Windows printer p209 EziSolution Systems 2011 Network Setup SERVER SETUP To make the system run on a network do the following steps e Decide which computer is going to act as a server e Set up the hard disk of that machine to be sharable to do that double click on My Computer Right Click on the Hard Disk Drive Icon click Sharing and Security and then give the drive a share name Such as C and make it fully sharable if successful you will see a hand under the Hard drive icon e Create a short cut on each station as follows let us assume you server name is SERVER and the drive share name is C in the short cut enter SERVER C RMAN RMAN EXE and in the START IN field in the short cut properties you must also enter SERVER C RMAN An easier way to setup the station is to locate the Rman folder on the server open that folder locate the Rman exe program right click it and choose the Send to Desktop Create Short cut option Organize a Open Burn New folder Ye Favorites Name Date modified Type Size HET Desktop MSCOMM32 0CX 23 06 1998 11 00 ActiveX control 102 KB Downloads dy fcmd 15 03 2010 4 41 PM Application 41 KB 2 Recent Places z Libraries e Documents Run as administrator Application extens 1 416 KB d Music 2 Ch Troubleshoot compatibility AM Application extens 1 956 KB E Pictures ch Scan with Mi
100. msung Recommended Touch Screen Minimum Screen Resolution of 800x 600 but larger is better p217 EziSolution Systems 2011 Brands e ELO or any brand using Elo Tecnology e LG e LIYI or any brand using Liyi Technology Recommended Cash Drawer Connection Type e Serial e Printer Driven Needs POS printer to operat Brands e POSIFLEX e EPSON e CITIZEN Recommended Barcode Printers The best solution for printing Barcodes is to use the reports printer laser or inkjet to print your barcodes Laser printers are recommended because they are faster cheaper to run and produce a better quality barcodes The built in barcode labels can be used and the barcode labels stationary is widely available However if you do require a barcode printer then Zebra is a good way to go p218 EziSolution Systems 2011 Electronic Scales Connection type Serial USB Brands NCR Mettler Toledo TEC and many others 0 p219 EziSolution Systems 2011 Index A Add Modify Clients 42 Add Modify Staff 109 Add Modify Suppliers 92 Aged Clients Report 52 Aged Suppliers Report 98 B Back Orders Report 55 101 Balance Sheet Report 129 Bank Deposit 57 Bank Reconciliation 121 Barcode Printing 194 Barcode Scanner 159 Bulk E mail 46 is DEn Cannot load 32 bit DLL repinv3 frx 199 Cash Drawer 154 Cash Drawer Setup 196 Chart of Accounts 115 Chart of Accounts Report 122 Cle
101. n Invoice Tick to print bin location of each item on the invoice This is a handy feature if you have a large number of items as it will allow you to quickly locate the items Report Format File Name Leave blank to use the default file otherwise if you are using a custom invoice format file then enter the name here with the extension of FRX Make sure you include the absolute path if you are on a network such as Server c Rman Myl nvoice FRX or if the file is in the Rman folder then just enter the file name with no path such as Mylnvoice FRX Invoice Title Enter the invoice title such as TAX Invoice Copies to Print Determines how many copies of invoices are printed Print Invoice as Docket Enabeling this option will cause the system to print the invoice as a Docket Invoice Message Allows you to type in text that will be printed on footer of the invoice The same can be done for the Quote Layby Layaway and Returns p138 EziSolution Systems 2011 p139 EziSolution Systems 2011 Stock Setup Use the Stock tab to set up the stock costing on sales and stock enquiry screen System Setup Company General Purchase Extra Stock Groups Stock Costing on Sale Dont Cost on Sale Use Last Cost Use Average Cost First In First Out Cost Stock Group 1 Color Stock Group 2 Size Stock Group 3 Brand E Over write existing Equivalent Part Numbers Stock Costing on Sales Th
102. n is similar to the Edit Client Details screen p42 EziSolution Systems 2011 Edit Client mamasi fa Ta TOR fron EJETTIE 8 PLAYALE STREET lelvery Address 35 Playale Street Cnr Ranford amp Nicholson Roads Cnr Ranford amp Nicholson Roads MYAREE WA 61754 ev emai fasron easmetnet oo 0793306333 ulk Email f a 10481236547 BARTER CARD MEMBER 0795172211 any Iw ini 1000 000 Save F2 Close Esc Client Type Choose either business or individual Code Enter a unique code of up to ten alphanumeric characters Title Clients title Mr Mrs Etc Client Name The name of the person company or business If you choose type Individual the system asks for the client Surname Name and date of birth NOTE Code and Client Name fields must be filled Address Enter the client s address Telephone Enter the client s telephone numbers Mobile Enter the client s mobile numbers Fax Enter the client s fax number Salesperson You can associate a sales person with each client so when you issue an invoice the sales person s name appears on the invoice automatically Join Loyalty Ticking this option will cause the system to add one point for each one dollar spent by the client you can then decide on how much money to give to the client in the form of a STORE CREDIT to redeem these points Total Points This shows the total loyalty points the clients has accumilated you can over ride this field
103. n you change Counted Counted Change this field to the actual stock count Difference The difference is recalculated when you change Counted Select Save F2 to save the updated stock quantities Select Cancel Esc to close the screen without saving 0 p75 EziSolution Systems 2011 Stock Reports Item Enquiry Description Report on the sale or purchase of an item over a specified time span Report request screen fields Item Details Enter the item details you wish to the report for use F9 Search Part No Enquire on item code F10 Search Part Name Enquire on item details Stock Group Choose Group or leave blank for all groups From Date Start date for the report To Date End date for the report Sales Purchase Sales will report the sales transactions Purchase will report the purchase transactions Detail Summary Select according to the level of detail you want 0 p76 EziSolution Systems 2011 Transactions Enquiry Description Report showing the transactions of all items over a specified time span Report request screen fields From Date Start date for the report To Date End date for the report Sales Purchase Sales will report the sales transactions Purchase will report the purchase transactions O p77 EziSolution Systems 2011 Quantities Report Description Report of stock items and their current quantities in stock for a specified range of part numbe
104. name Leave this field blank for all suppliers From Date Start date for the report To Date End date for the report 0 p104 EziSolution Systems 2011 Payroll Sign In Out Sign In Out screen is used to sign staff in and out the staff member has to sign in when they first arrive at work and start their shift then have to sign out when they are done The system will then keep track of their work time and based on it it can calculate their wages if they are on an hourly rate Staff Sign in out Staff Number Hi Staff Name Michael Jordan sign In Close Esc Staff Number Enter the staff index number to sign in or out Once that is done the system will display the staff name and clicking on the sign in out button will do the signing in or out Entering the numbers 199 299 and 399 will allow the Master User to perform special maintenance functions as discussed below If you need to edit old log in out entries you must login as the Master User then enter the number 199 in the staff number field a list of all the log in out entries will appear and allows you to modify or delete p105 EziSolution Systems 2011 Staff Timesheet Etat No SigninDate Signin Time Sign OutDate Sign OutTime 208 08 2007 13 04 osos 2007 13 05 30082007 13 08 Jossogs2007 f13 08 aosos 2007 13 09 OGOS ZO07 13 09 1prosoor 11 02 peo 1 27 9 08 2007 a 2 29 08 2007 _ 01 28 DS RE
105. nge Show BIN M Disable Discounts column V Show Retail Price 71 Show Total Profit E Show Trade Price Show Wholesale Price Cash Drawer 7 Show Cost Price Allow to open Cash Drawer VI Tax Inclusive Choose the proper settings for each user making sure to save after finishing This screen is user specific so each user can have his her own settings Invoicing Screen Disable Date Change Tick to block user from changing the invoice date when entering new invoices Disable Price Change Tick to block user from changing the selling price when entering new invoices Disable discount Column Tick to block user from adding discount Show total profit Tick to show total profit as you enter the invoice Cash Drawer Allow Open Cash Drawer Tick to allow user to open Cash drawer Stock Enquiry screen Is used to check on stock items and is valid throughout the system you can configure it to show different prices for different users based on their security levels p171 EziSolution Systems 2011 POS The POS tab is used to configure the POS screen and its behavior you can allow the user to edit or block a cell you can also hide a cell such as the tax column Master User System Settings Details Amount Ta Discount Total User X Skip z Skip Skip ml Hide x Enable ml Disable Disable v Allow Qty Discount 4 Allow Deletion Allow Quick Menu Buttons Edit WI Show Total Sales Amount on POS List Bloc
106. nk line at the end of the list Set the values of the three columns to your needs To change an existing tax code position the cursor on the code you want to change and select Edit This will allow you to change the fields of this code Select Close to return to the previous screen and save your changes 0 p176 EziSolution Systems 2011 Default Accounts Setup Select Default Accounts Setup to determine which accounts are to be used for posting if no account is specified This applies to Invoicing Purchasing and Payments ae a 38 Default Accounts Setup 1 3 Liabilities Cash in HandAC Cash Drawer Default Bank A C Bank Account Default Clients AC Trade Debtors Stock on HandA C Stock on hand Shop1 Purchase TaxA C Tax Paid Deposits PaidA C Deposits Paid Enter a valid account name in each field The accounts must be in the Chart of Accounts and must also be Posting Accounts You can obtain the Accounts List to select from interactively by one of the following methods When you have finished select one of the following Save Save the changes and return to the previous screen Close Abandon the changes and return to the previous screen without saving The system comes with pre configured accounts and should be kept as is if you are not sure what to do 0 p177 EziSolution Systems 2011 Clear Data files This
107. nt When this is not checked the Post To field on the Purchasing screen is not visible and the whole purchase is posted to the default account Allow Currency Change Displays the currency Rate field on the Purchasing screen Copy Supplier s Tel amp Fax to P O Include the supplier s contact details in the Delivery Details field of the Purchasing screen Make P O as Default On the Purchasing screen set the default for Pur Order field to Order Default Qty Value Sets the default quantities for purchase or purchase order items Decimals in cost You can modify the number of decimals in the cost price in the purchase screen Purchase Copies to Print The number of copies of purchase invoices to be printed P Orders Copies to Print The number of copies of purchase orders to be printed Purchase Printout Setup Enable Expiry Date Choosing this option will display the expiry date column in the pl41 EziSolution Systems 2011 purchasing screen this is useful when you need to track the expiry dates of the purchased products The assumption with this feature is First in First out that is the stock you buy first is assumed is sold first this will eliminate entering expiry dates on sales Enable Backorder Column Tick to enable the use of the back order column on the screen and printout Enable Discount Column Tick to enable the discount column Tick the to force the discount as a percentage discount Note that i
108. ntrol codes to use to print the logo p152 EziSolution Systems 2011 m Note the control codes can be entered in the format xx yy zz or xx yy zz where xx yy and zz are the codes in Decimals you can use Hex by preceding the numbers by 0x Double Width On This allows the company name to be printed in large font Note that if the company name is too long more than 40 characters its best not to print it in large font Double Width Off This turns off the large print Auto Cutter On This is used with POS printers that have the auto paper cutter to force the printer to cut the docket after it is printer most printers with auto cutters have two modes of cutting a full cut and a partial cut print Footer Logo This is the same as the header logo and can be used to print such things as advertisements specials discount vouchers etc the graphics bitmap has to be uploaded to the printer memory at a new location to allow the program to use it Graphics Support This option is for future use POS Printer2 This option is used to allow the user to print using 2 printers such as pos station and back station 0 p153 EziSolution Systems 2011 Cash Drawer This option is used to setup the cash drawer that is connected to the system through either the serial port POS printer port or USB Port Please note that cash drawers that connect to the POS printer port are the easiest to setup and also the cheapest to buy Ha
109. o keep these goods for them then within the agreed period the client comes in at regular intervals and make more payments towards these goods and when they pay the full amount the lay away is changed to an invoice by the system Note that the transaction number is the same as the invoice number and at the end when the client pays the full amount of the Lay away the system will automatically change the transaction type from Lay away to Invoice Every time the client comes back to part pay for the lay away just recall the lay away number and press the payment button to process a part payment if you cant recall he number just enter the client code or name then press the F7 to see all their transactions choose the correct one and press Enter Make sure to change the transaction type first before pressing the F7 0 p37 EziSolution Systems 2011 Credit Note This screen is used to return stock bought by clients who decided they do not want the stock and want it returned You can choose this option from the Drop down list Fi Credit note Client Details Delivery Details MCT McEVOY TAVERN 55 Riverton Street Parkwood WA 56768 0 00 0 00 0 00 Details Amount Disc Note that you can do stock sales returns by using the Invoice and enter the Qty in negative this is useful especially if you are returning stock as well as selling new stock for the same client so using the Invoice to process the returns makes more
110. o the grid to choose a new staff member Print Clicking the Print button will save and print the entry and the cursor goes back to the grid to choose a new staff member Delete The system will delete the entry p108 EziSolution Systems 2011 Add Modify Staff The Add Modify Staff is the screen to use to add new staff members or edit old data Staff Add Modify Michael Jordan Addre 9 Jordan Road Canning Vale Email Michael ezisolution com File Number 569 1452 3254 ECS Extra T Enter all the relevant data in this screen leaving the rest blank The data reguired are the Work Start Date 01 02 2001 Tel N 0895624514 Mobile N 0415748569 B nk A unt No 9564 8523 52145325 unt Name Michael Jordan Full Time Resident Scalet staff name rate amounts and the work type residency and tax scale EziSolution Systems 2011 Payroll Parameters the Payroll Parameters screen is used to enter the payroll parameters that will decide on how to calculate the pay amounts for the staff members Payroll Setup Super M Print on Pay Slip Holiday Rate v Print on P Sick Leave Rate MM Print on Pay Slip Tax Table Resident Scale Wages a 8 Ro 259 0 16500 0 16500 R 125 031500 39 17650 Rot 2567 041500 151 67650 R 1 99999 0 46500 280 04190 Ro 2 mof 0 00000 0 00000 R 3 se 015160 16 73140 R 2 374 025260 48 09018 R 2 sof 016670 16
111. oose Data Fields Required Choose the required fields by moving them to the box on the right Make sure to match the import data with the import fields Operation Choose the Import option File Type Choose the file type you are importing from the valid formats are EXCEL CSV and TAB DELIMITED m Note Importing from Excel files may cause problems especially with new types of Excel files as they contain too many hidden control characters to be used by their programs so its p162 EziSolution Systems 2011 advisable to convert the Excel files to CSV files Just save as CSV from Excel this will eliminate too many problems including the importing part numbers as digits File to Import From Enter the file name including the full path of the file you are importing from Make sure the data matches the field names in the grid otherwise you will get incorrect data in your data files If there is a column you are not importing make sure to have blank fields in the source file Also make sure to enter a valid file name the file name and path must not contain spaces To choose the file name interactively double click on the file field To exclude any row from being imported un tick the first column in the grid You can change data being imported by over writing the data in the grid this will not change the data in the original file m Note Make sure when you import from a file that this file is not open otherwise you will ge
112. oosing this option will show the suer the total sale and their amounts Block user from changing entered data This option will prevent the user from changing or deleting any data once entered in the pos screen Disable the Hold Button This option will block the user from using the Hold button Block Sales Return This option will block entering negative quantities p172 EziSolution Systems 2011 Disable F7 Sales List This option will block the F7 function key from displaying the sales list in the pos screen for that day Disable POS Re print This option will diable the re printing of pos dockets after they have been saved 0 p173 EziSolution Systems 2011 e Mail The e mail tab allows you to configure the email account for every system user From Name RoseMitthel From email Address Rose eziSolution com Reply to email Address SMTP Domain XHhC lt CS SMTP Sever mailmyispcom SMTP Port Default 25 25 Timeout Default 30 30 Attachment 6 PDF C HTML Server authentication User Name Password Default email Message Invoice Quotation Statements Receipts Purchase order Payments General can freely download Acrobat Reader from Please find your invoice attached in Acrobat Reader PDF format Ifyou cant read it you From Name Enter the name you want to appear on your recipient email From email Address Enter the staff email address Reply to Address Enter a different e
113. option is used to clear data files all cleared data will be permanently erased with little chance of recalling it and the time taken to erase data is very fast so be very careful in using this option Use it only if you need to erase all of your data such as when you first start and want to remove all the test data that you created Also make sure to lock this option to all other users of the system using the security settings discussed above in the user settings screen Clear Data Files W Clear Accounts Trasactions File W Clear Stock File M Clear Invoice File W Clear POS File W Clear Debtors File W Clear Creditors File W Clear Telephone Directory File W Clear Appointments File W Clear Emails Log File W Clear Stock Transfers File Enter Pa Proceed Close Esc To clear data tick the required files then you have to enter the MASTER USER password If the Master User does not have a password then you must assign a password before you are able to clear data 0 p178 EziSolution Systems 2011 Data Files Statistices This option will display vital information on the data files used by the system including the number of records per file each file size and the last date the files was updated Number of Records File Size Byte 06 03 10 09 01 20 PM 15 803 06 08 10 02 53 48 PM 4 204 04 08 08 02 26 02 AM 23 226 619 06 08 10 02 53 36 PM 23 311 06 04 10 04 07 02 PM 901 217 06 08 10 02 55 42 PM 118 732 06 08
114. p 151 POS printer 152 Cash Drawer 154 Pole Display 156 Electronic Scale 157 Barcode Scanner 159 Credit Cards 160 Import Export Files 162 Restore Data From Backup 164 Users Settings 165 Modify User 166 Security 168 Settings 169 Sales 171 POS 172 e Mail 174 Tax File Maintenance 176 Default Accounts Setup 177 Clear Data files 178 Data Files Statistices 179 Versions History 180 Version 1 8 181 Version 1 80 181 Version 1 80 1 182 Version 1 80 2 183 Version 1 80 3 184 Version 1 80 4 185 Version 1 80 5 186 Version 1 80 6 187 Version 1 80 64 188 Version 1 80 73 189 Version 1 81 190 Version 1 9 191 p4 EziSolution Systems 2011 Version 1 90 191 Version 1 90 09 192 FAQ 194 Barcode Printing 194 Cash Drawer Setup 196 Cannot load 32 bit DLL repinv3 frx 199 Error Access Printer Spooler 200 Issuing a discount on invoice or POS total 201 POS printer setup 202 Pole Display Setup 204 Network Printing 207 Network Setup 210 System Freeze 214 Serial Number Tracking 215 Supported Hardware 216 ps EziSolution Systems 2011 RetailMan RetailMan POS the easiest way to take full control of your business SOFTWARE p6 EziSolution Systems 2011 Introduction Retail ManPOS System makes it easy for users with only a partial accounting background to start entering information on the computer without worrying too much about debit and credit principles The whole idea behind the system is that it is very simi
115. p 204 POS 172 POS Docket Re Print 23 POS List 24 POS printer 152 POS printer setup 202 Process Payroll 108 Product Sales Client 62 Purchase Analysis Report 100 Purchase Orders Report 96 Purchase Payments Report 104 Purchase Setup 141 Purchases List Report 95 Purchases Tax Report 103 Purchasing 87 Q Quantities Report 78 Quick Menu Buttons 20 Quick Start 8 Quotations 36 Restore Data From Backup 164 p222 EziSolution Systems 2011 RetailMan 6 se Sales 171 Sales Analysis Report 54 Sales By Client 59 Sales By Product 60 Sales by Sales Rep 63 Sales Payments Report 58 Sales Setup 137 Sales Tax Report 56 Security 168 Selling Prices Report 79 Serial Number Tracking 215 Settings 169 Sign In Out 105 Sign In Out Report 114 Slow Moving Items Report 81 Staff Sales Report 28 Start End Day 25 Statement Of Account 126 Stock Groups Maintenance 73 Stock On Order Report 102 Stock Quantity Adjustment 75 Stock Reorder Report 83 Stock Setup 140 Stock Take Report 84 Stock Value Report 85 Summary Income Report 26 Summary Purchase Report 97 Summary Sales Report 51 Suppliers Statements 99 Support and Contacts 12 Supported Hardware 216 System Freeze 214 s are Tax File Maintenance 176 Telephones Directory 132 Touch Screen Payment 18 Trading Profit Loss Report 128 Transactions Enquiry 77 Trial Balance Report 127 U User Interface 13 Users Settings 165 re Version 1 80 181 Version
116. period of time Report request screen fields From Account Starting account code for the report To Account Ending account code for the report Leave this field blank for only one account If you include more than one account the system produces the statements in account order From Date Start date for the report To Date End date for the report Show Zero Balance Y if you need to show accounts that have no transaction N if not 0 p126 EziSolution Systems 2011 Trial Balance Report Description Report to check the total balance of the accounts chart Report request screen fields For the Period Select the month and year the report is to cover Show Zero Balance Check if you want to show accounts with a zero balance Show Account Codes Check if you want the report to include account codes Show Dr amp Cr Sides Check to show the debit and credit sides uncheck to show the balance Total debits must equal to total credits if not the cause may be e The total balance offset is not zero at the entry of the starting balances Correct the starting balances to get zero offset e Unexpected system shutdown To fix select Maintenance then File Re index and re index and repost all files e Wrong account code numbering To fix renumber the account code in a logical manner e Posting to a Heading account To fix delete that particular posting 0 p127 EziSolution Systems 2011 Trading Profit
117. rdware Setup gt ole Display Electronic Scale Cash Drawer Connection Type POS Pamer Open Drawer Seguence 27 112 0 25 250 E Password Protect to Open Drawer B Save F2 Close Esc Connection Type Available cash drawer connection type options are e No Cash Drawer Choose this option if you have no cash drawer connected to the system e POS Printer Choose this option if the cash drawer is connected through the pos printer using RJ 45 cable e Serial Port Choose this option if the drawer is connected to the computer using RS 232 Serial Cable Once you choose this option a new drop down option will appear and you must enter the serial port Windows Driver which you should have created using the Generic Printer Driver Make sure to set the serial port parameters to match those of the printer s If you are not sure what those parameters are you can usually force the printer to display them by pressing one or more of the printer s buttons and switch it on while you keep pressing these buttons p154 EziSolution Systems 2011 Cash Drawer Connection Type Cash Drawer Windows Driver Serial Port z Cash_Drawer Cash_Drawer Open Drawer Sequence ZDesigner LP 2844 27 112 0 25 250 SmarThru PC Fax Samsung CLX 3170 Series PDFCreator Password Protect to Open Drawe Olivetti Microsoft XPS Document Writer e USB Port Choose this option if drawer is connected to a USB po
118. rinter dialog box F4 Delete Transaction Invoicing amp Purchasing The F4 function key is used to delete transactions in the data entry screens such as invoicing purchasing and more The system will ask for delete confirmation before proceeding F5 Process Payment Invoicing amp Purchasing Pressing the F5 function key in the invoicing the purchasing screens will activate the payment screen to pay a Single invoice or purchase F7 Produce a list of outstanding invoices in invoicing and purchasing Pressing F7 in the invoicing or purchasing screens will produce a list of all invoices or purchases for the past 12 months To view a list of invoices for either one client or supplier enter the client or supplier code before pressing F7 in the invoicing or purchasing screen F8 Search by for serial number Pressing F8 will prompt the user to supply a serial number to search for The serial number has to be exactly as entered otherwise the search will fail If you have more than one serial number for 2 different items you can use the UP DOWN arrow keys to scroll through them F9 Search by Part Number Pressing F9 will prompt the user to supply a part number to search for if the part number did not exist the system will display the stock list with the nearest part number highlighted Shift F9 Search by Equivalent Part Number Pressing the SHIFT and F9 combination will prompt the user to supply an equivalent part number to
119. rom issueing unpaid invoices for that client Start Trading Enter Start trading date of the client Stop Trading Filling this date field will prevent the system from issuing new invoices as of that date 0 p44 EziSolution Systems 2011 Email This option allows you to send email to individual clients suppliers or contacts Send Email ru 1 admin ageprinting com We have received your order and you are welcome to pic it up any time today We are open until 6 00 pm To be able to send the email you must have setup the email screen settings correctly in the User Settings under the Maintenance gt User settings gt Settings button gt Email Tab Section Each user of the system must have their own email setup parameters such as senders name and email address O p45 EziSolution Systems 2011 Bulk E mail This menu option allows you to send bulk email to contacts with or without file attachm ents Bulk Email Clients File Hi Please be adviced we will be holding our special on all new stock and end of line stock items for one week starting Monday next week so why not drop in and pick up what you have wanted for a fraction of the cost with full warranty E No of Recipients This field displays the number of email recipients If the file contains a large number of entries it may take a short while to display this screen To change the number of recipients click on the box next to the
120. rom the previous one you have to use the ALT the underlined letter on the menu followed by the first letter of number of the option or you can use the mouse and either click on the toolbar or the desired menu item You can further change the look of the system by changing the system colors or even have a picture on the main menu by changing the display as needed Note that if you decide to add a picture to the desktop make sure the picture file path is correct for all computers on the network An example of that if you have a server and the program is instsalled on drive c it is best to copy the picture to the program folder and enter the file name without any paths This way it will always be correct for all stations connected to the server 0 p13 EziSolution Systems 2011 Other Languages Support The system allows each user to choose his her own language file so someone can be working on the system in Spanish while the other user uses English yet another user use Arabic and so on If the language file you need is not there you can add it in and edit the language file to your likning by clicking on the edit button and editing the Captions to show the new language Master User System Settings 0 pl4 EziSolution Systems 2011 POS Point Of Sale The Point of Sale screen is where the checkout operator does all the sales Select POS from the main menu to display the Point of Sale screen POS Stat
121. rs Report request screen fields From Part No Enter first part number To Part No Enter last part number Group Enter a group code to report on Leave this field blank for all groups Sort Order Select from the dropdown list Group amp Part Number Group amp Details Include 0 Qty Check this option if you want to include stock with a zero quantity in the report 0 p78 EziSolution Systems 2011 Selling Prices Report Description Report of the selling prices of the stock items Report request screen fields From Part No Enter first part number To Part No Enter last part number Group Enter a group code to report on Leave this field blank for all groups Sort Order Select from the dropdown list Group amp Part Number Group amp Details Include 0 Qty Check this option if you want to include stock with a zero quantity in the report p79 EziSolution Systems 2011 Cost Price Report Description Report of the last and average cost of stock items sorted by item code Report request screen fields From Part No Enter first part number To Part No Enter last part number Group Code Enter a group code to report on Leave this field blank for all groups Sort Order Select from the dropdown list Group amp Part Number Group amp Details 0 p80 EziSolution Systems 2011 Slow Moving Items Report Description Report on all items that have not been sold aft
122. rt you will need to load the driver that comes with the drawer for it to work External Program This option allows you to use an external executable program to open the cash drawer You will need to provide the name of the external program see example below Make sure this program opens the drawer if you run it from DOS or Windows Cash Drawer Connection Type External External Program c utils opencash exe Open Drawer Sequence Enter the decimal codes to open the cash drawer in the format of aa bb cc you can enter the Hex code as 0xaa Oxbb Oxcc Password Protect to Open Drawer Tick this option if you wish to force the user to enter his her password to open the cash drawer 0 p155 EziSolution Systems 2011 Pole Display This option is used to setup the optional Customer Pole Display which shows the items sold and their amounts the total of the sale the tendered amount and the change to be returned to the customer r Hardware Setup Default Printers POS Printer 2 Cash Drawe ectronic Scz Pole Display lt Customer Pole Display Pole_Display x Pole_Display Cash_Drawer ZDesigner LP 2844 SmarThru PC Fax Samsung CLX 3170 Series PDFCreator Olivetti Currency Symbol Pole Display driver Choose the Pole Display Driver from the drop down list of the printer drivers this list is created by the Windows users as described here
123. s This option is used if you plan to use the on line credit card processing option You will need to have the following for this to work 1 Have a merchant account with any bank 2 Choose a credit card processor from Maintenance gt Hardware Setup gt Credit Card 3 Install the credit card processor software p146 EziSolution Systems 2011 Rounding If you plan to round sale amounts you can choose rounding up or down and the amount to round to p147 EziSolution Systems 2011 Loyalty The loyalty points is used to reward clients who buy from you with a set number of points for amount spent then once the client accumulates a set number of points the system will issue them with a store credit for a certain amount that is determined by you This will help you with client loyalty and give the clients more incentives to buy from you and to keep coming back You can assign how many loyalty points each stock or service item is worth this can be set in the stock file To setup the loyalty points system there are few steps to take the first is to create a Payment Type called Loyalty created in the payments screen and it should post to an expense account such as Discounts Given System Setup Company Purchase Loyalty Points Points to Redeem For the Amount of Days to Expiry Payment Name 500 25 00 0 Loyalty Points Le Docket Header Acme Enterprises 12 Golf Avenue Parkwood WA 6987 Tel 09 84569874
124. s to position the cursor on the account you want and press the Enter key or select Edit This will display the Edit Accounts screen p115 EziSolution Systems 2011 Make the required changes by typing in the Edit Account screen fields Account Code Up to six characters to uniquely identify the account Account Details Account name Group Account group 1 to 11 Type H account that cannot be posted to P posting account such as Bank Account Roll Balance Y Balance Sheet Accounts 1 to 6 to carry them forward to next year N Trading Profit amp Loss Accounts When you roll the balance of an account it will show in next year s balances as a starting balance for the following year When you have made the required changes select one of the following Save Save the changes and return to the previous screen Cancel Abandon the changes without saving and return to the previous screen To add a new account select New This will display the Add New Account screen which is similar to the Edit Account screen To delete an account use the up and down arrow keys to position the cursor on the account you want and then press the Delete key or select Delete 0 p116 EziSolution Systems 2011 J ournal Posting Select Journal Posting to post transactions that occur in the business The posting has two sides the Account Name and Current Balance fields at the top of the screen show one s
125. search for F10 Search by Part Details Pressing F10 will prompt the user to enter an item details to search for You can enter the first few letters of the item details and the system will produce the stock list sorted by item details with the search string or its nearest at the top of the list plo EziSolution Systems 2011 SHIFT F10 Search by Parts Other Details Pressing the SHIFT and F10 key combination will prompt the user to enter the item other details to search for To view the items other details in the stock search list it should have been enabled from the Maintenance gt System Setup gt Stock menu F11 Calendar Pressing F11 will show the calendar with the current date highlighted Use the arrow keys to move between dates then press lt Enter gt to transfer the date from the calendar to a date field F12 Calculator Pressing F12 key will open the Windows calculator Pressing F12 again will open another instance of the Windows calculator lt AlIt gt F12 Open Cash Drawer if connected Pressing Alt and F12 key combination will open the cash drawer if installed and connected To install a cash drawer go to Maintenance gt System Setup gt Hardware lt Ctrl gt F12 Change user Press the Control and F12 keys combination allows the system to change the logged in user if an invalid password was entered 3 times the system will close down lt Shift gt F12 Print Labels in Invoicing amp Purcha
126. sed by the cash drawer com1 com2 etc p196 EziSolution Systems 2011 Add Printer Wizard Select a Printer Port Computers communicate with printers through ports Select the port you want your printer to use If the port is not listed you can create a new port s Use the following port i Perea Note Most computers use the LPT1 port to communicate with a local printer The connector for this pert should look something like this eS SA a Create a new port Type of port Local Port ec Click Next and choose the GENERIC TEXT Printer Add Printer Wizard Install Printer Software The manufacturer and mode determine which printer software to use Select the manufacturer and model of your printer If your printer came wilh an installation disk click Have Disk If your printer is not listed consult your printer documentation for compatible printer software Epson _ Sf Generic Text Only lag Sf Generic IBM Graphics Spin Bee i i Generic IBM Graphics Spin wide Generic 3 g MS Publisher Color Printer zi RAC D PA E EEP E xl Gy This driver is digitally signed Windows Update Have Disk Tell me why driver signing is important Eeen Then rename to the device name used Once this is done the device name should appear in the HARDWARE Setup screen p197 EziSolution Systems 2011 Add Printer Wizard Name Your Printer You must assign
127. sense than using the Credit Note Also note that when using the credit note to return stock the qty MUST be entered as a positive number and not as a negative number entering the Qty in negative will be as if you are selling it and not returning it to the stock 0 p38 EziSolution Systems 2011 Consignment Out This screen is used to send stock to clients or resellers who want to have the stock but not pay for it until they sell it So issuing a consignment out will take stock out but will not debit your client with that amount To issue a consignment out choose the Consignment out option from the drop down list in the Invoicing screen Client Details Delivery Details MCT onsignment Mr McEVOY TAVERN 55 Riverton Street Parkwood WA 56768 Balance s Limits Available 5 adit nots 0 00 0 00 0 00 Consignment Out Part Number Details Quantity Amount Disc Total 0 p39 EziSolution Systems 2011 Payments Received The Payments Received screen is used to pay a batch of invoices Invoices can be fully or partly paid Client s Payments a 241012007 VIDEO CONNECTION BULLCREE Part Payment a wo we mocos owe roas avaayPaas fromenToseys _ifinvoice 10107107 06 2006 68 38 ie Done eal aaa somers 9 0 geros 9 00 Larter cane a Payment No To enter a new payment press Enter on the Payment No field A new payment record with the next nu
128. sing screens Use this key combination to print labels and bar codes for your stock items The output can be directed to any printer and can be started from any position on the page by choosing the row and column values Print F3 and Windows Print Dialog Box To print to the default printer select Print F3 anywhere this print button is available If you right click on the Print F3 button the Windows print dialog will be displayed This will allow you to choose the printer destination This could be a local printer network printer or a fax to send invoices quotes or purchase orders as a fax you need to have a modem installed or connected to your system with fax software on your system Windows comes with a fax software you can use Otherwise there are many packages that you can use as Fax Software pll EziSolution Systems 2011 Support and Contacts EziSolution Systems are the authors of Retail ManPOS System and can be contacted via e mail at For help and support helpdesk ezisolution com or for sales enquiries sales ezisolution com We respond to all e mails within 24 hours Although e mail is a great communication medium it is not 100 reliable and if for any reason you do not receive a reply within 24 hours please assume that we have not received it and e mail us at our backup address EziSolution hotmail com For users on Gold support you can contact us using Skype on Ezisolution Ordering Retail Man
129. st the top account double click for the chart of accounts Account Name If you can t remember the account number then enter the account name If p117 EziSolution Systems 2011 the system finds the name it will display it and the cursor moves to the details field Details Enter the transaction details such as cheque number Date Enter the transaction date Amount Enter the amount either positive or negative A positive amount will add to the balance of the top account while a negative will take away from that balance Continue entering transactions onto the list as required When you have finished select one of the following Save Save the journal entry with the assigned number Print Save and print Delete Delete the journal entry This is usually to delete an old entry Close Abandon any changes and additions without saving The above screen shows an example of how to do the daily banking when depositing the content of the cash drawer to the bank account 0 p118 EziSolution Systems 2011 Entry Posting Select Entry Posting to post multiple entries to the accounts It is usually used for non direct cash transactions such as adjustments between two or more accounts E Entry Voucher Entry Number Entry Date Account Name Cash Drawer 1002 Bank Account 1 Adjustment 0 00 Balance 0 00 0 00 a Entry Voucher screen fields Entry Number To create a
130. standard modem you need to manually connect the modem using the dial up icon under Windows before you are able to send emails Trying to send emails when there is no connection will result in error messages being displayed If you are an ADSL user the system will use the ADSL connection without any intervention on your part since it is always open Note also that you need to setup the email screen under the maintenance section before you are able to send any emails see Email Setup Tab under the Maintenance Menu O p93 EziSolution Systems 2011 Purchase Reports List of Suppliers Report Description List of suppliers in either as a full page report or as envelope labels Report request screen fields State State Code or leave blank for all states 0 p94 EziSolution Systems 2011 Purchases List Report Description List of purchase invoices over a specified time span for one or more suppliers Report request screen fields Part Number amp Supplier Name Enter a part number and or supplier name to filter the data for the report Leave either or both fields Blank for all parts and or all suppliers HINT Right mouse click on supplier name field to get a supplier list From Date Start date for the report HINT Right mouse click on any date field and select a date interactively from a calendar To Date End date for the report Report Type Select Detailed or Summary according to the level of detail
131. stems 2011 Allow Credit Sales Tick to allow selling your repeat clients on account you will notice an added Account payment type appearing the pos payments screen for eligible clients Force Print on Credit Sales Tick to force the system to print sales docket for credit sales this to allow the staff to clooect the client signature on your copy of the docket as a proof of sale Enable Quick Buttons Tick to enable the quick menu and item buttons in the pos screen this will facilitate faster sales process as it allows the user to press buttons instead of looking for the fast moving items You can choose the number of rows maximum of 6 and columns Maximum of 10 Random Weight Barcodes this option will allow the system to process barcodes that are printed on some scales with variable weights These types of scales usually sit in each department not on the checkout and the customer comes in buys a certain type of item that is sold by weight the staff member weighs the item prints the barcode and sticks it on the item then when the client goes to the checkout the staff m ember reads the barcode the system will then be able to know the item code and its weight price The scales can be programmed to print the barcodes in few different formats and you will need to match these formats with the format option from the drop down list noting that D Dept P Part No C Checkdigit W Weight in Ibs or Kgs A Amount price Decimals in Weight T
132. t an error message and the import will fail 0 p163 EziSolution Systems 2011 Restore Data From Backup This option is used to restore the data that was earlier backed up when exiting the system Note that restoring will wipe out all the data that was entered from the time the backup was done up until now so you must be very careful when you perform a restore Lost data can not be recalled so it must be entered manually Backing up regularly and under different file names is the best insurance for a good data integrity Warning Restoring will erase any data entered after this backup SC Ratu BACKUP 20100217 ZIP e Proceed Close Esc Restore is usually done if there was a disaster that caused data loss Make sure to reindex the files after the restore You are also advised to check on the data after the restore is done to make sure all is OK 0 p164 EziSolution Systems 2011 Users Settings Use Users Settings option to do the following operations e Create a new user e Delete an existing user e Set a users file access permissions e Setup the proper user interface You must be the Master user or have been granted permission to do these functions by the master user 0 p165 EziSolution Systems 2011 Modify User This screen is used to add modify users and their settings note that users file is not the same as the staff file A staff member can have one or more user accounts with
133. t on the docket to allow for more personalised service to your clients 0 p23 EziSolution Systems 2011 POS List Pressing F7 or clicking on the POS List key will display the POS list for today you can then re print any of the listed transactions on either the docket printer or the default Windows printer or you can delete any of these transactions provided you have the authority to do so Sales List E 26165 26164 23 05 2009 Tendered 20 00 EE c E LEE E Lass ee zs Oooo 181 16 Delete F4 Close Esc Note that you can disable the display of the total of sales and their amount from the MAINTENANCE gt USER SETTINGS gt SETTINGS button gt POS tab 0 p24 EziSolution Systems 2011 Start End Day The Start End of Day screen is used to perform the cash reconciliation at the end of day The user has to enter the amounts that are in the cash drawer at the start of day and also the amounts that are in the cash drawer at the end of the trading day Then using the second POS report POS Sales Report the user can print the cash reconciliation report that will show any discrepancy in the amounts present at the end of day Any positive amounts indicate a surplus while negative amounts indicate a shortfall that should be investigated Start End of Day 06 10 2005 Counted a 523 5 58 0 568 2 10 00 co FN o o ajojo 4 Date Enter today s da
134. t request screen fields Part Number Enter a part number If you enter an incomplete part number the Stock List will be displayed fro you to select from Leave this field blank for all part numbers Client Name Enter a client name If you enter an incomplete name the Clients List will be displayed for you to select from Leave this field blank for all clients Sort Order Select either Part Number of Client Name depending on which order you want 0 p55 EziSolution Systems 2011 Sales Tax Report Description Tax collected in a given period of time on either a cash or accrual basis detailed or summary Tax Name Tax can be GST VAT or TAX depending on the country you are in Select the specific tax name according to your location as follows Go to the Maintenance menu select System Setup and then go to the General tab Set the Tax Name field appropriately The word Tax will become whatever you have chosen Report request screen fields From Date Report start date To Date Report end date Detailed Summary amp Cash Accrual Select according to requirements p56 EziSolution Systems 2011 Bank Deposit Description Banking slip for a particular time span Report request screen fields From Date Start date To Date End date Bank Name Enter the bank you are making the deposit to Account Name Enter the account details you are making the deposit to Branch Number Branch code or
135. tails You are recom mended to create a client name called CASH SALES for all cash sales Step 4 Select Purchase then Add Modify Suppliers to add supplier details You are rec ommended to create a supplier name called CASH PURCHASE for all cash purchases Step 5 You will need to add stock to the system you can do that in a number of ways but make sure when you enter new stock to include the items part number or barcode item details selling price and most importantly the cost price this is the minimum amount of information to ps EziSolution Systems 2011 properly handle the stock To add stock you can do so from the Stock gt Add Modify Screen or from the Maintenance gt Import Export Files Screen then once the stock data is entered you can start buying and selling 0 p9 EziSolution Systems 2011 Function Keys Use the following function keys for speed and simplicity F1 Activate help system This function key activates the Windows style built in help It is active throughout the system F2 Save Transaction The F2 function key is used in the data entry forms throughout the system and allows the user to use the keyboard to save the entered data by pressing F2 F3 Print Transaction The F3 function key is used to print reports invoices quotes purchase orders and more To choose the printer destination you have to use the mouse and right click on the F3 Print key to access the p
136. te Station Number The default station number is 1 however if you have a multi user license you need to enter each station number and amounts separately Day Start Enter the amounts at the start of each day by counting the money in the till for that station Counted You have to enter the amounts at the end of the trading day for each station then once done you can then run POS report 2 to list the correct amounts 0 p25 EziSolution Systems 2011 Point Of Sales Reports Summary Income Report Description This report displays the sales summary by payment type for a given period POS Summary Report O I IO 06 10 2005 06 10 2005 Report request screen fields Location This field will only appear on the Multi Location version of the program From Date amp To Date Enter the first to last dates you want the report to cover 0 p26 EziSolution Systems 2011 Daily Sales Report Description Reports on Sales for the specified date POS Sales Report TAT Detailed ler Vide 80 Columns BEICH 16 10 2007 Station No Il os a Printer F3 File Close Esc Choose report type Detailed report Every item on every sale is listed Summary report Total amount for each sale is listed Report Size Choose narrow for a 40 column report wide for an 80 column Date Enter the date you want the report for Station No Enter the station number or leave blank for all stations O
137. the Cash on Hand account must be zero after depositing the period s income into the bank This way your bank statement will always match your computer generated bank statement Accounts Reconciliation screen fields Account Enter either the number or name of the account you need to reconcile Once a valid account number has been entered the account and all its non reconciled transactions with the debits and credits will be displayed on the list part of the screen Note that when reconciling the bank statement the debit and credit sides appear reversed This is normal and should be this way because the bank s statement is showing the transactions from the bank s point of view To reconcile a transaction check the leftmost column of the transaction with a mouse click or by pressing the space bar The totals at the bottom will be adjusted accordingly When all the transactions have been reconciled select one of the following Save Save the reconciled accounts Print Print and save Delete Un checks all checked items Close Close the screen without saving This will not restore the checked items Once saved the reconciled transactions will not appear on this screen the next time unless that transaction was modified or re entered 0 p121 EziSolution Systems 2011 Accounting Reports Chart of Accounts Report This report will produce the chart of accounts which can be viewed on screen printed or sent to a file
138. the list prefixing the name with a tilde For example if you delete an entry for John Doe it will be renamed to John Doe To restore a deleted entry search at the end of the list for example John Doe Then use Modify F6 to change the name back to John Doe Email Choose this option to email the person in the directory entry Bulk email Choose this option to bulk email all the entries in the telephone directory Refer to Clients Email Broadcast for instructions Please note that under the Group field you can group your entries any way you wish by either text or numbers This field will be used to filter out emails and printouts Close Esc Close the telephone directory and return to the main menu 0 p132 EziSolution Systems 2011 Maintenance Files Reindex Use Files Reindex under the following conditions e After an unexpected power blackout surge or brownout This includes unintentionally turning off your computer without going through the normal shutdown sequence Attention If anything like this happens you are strongly rec ommended to reindex all files Failure to do so may produce unexpected results e If the index files were deleted by mistake e After a data restore operation e If the system starts to behave strangely in any way Typically this could include not being able to find data that you know should be there Files Reindexing Proceed Close Esc Recalculate Cost Price
139. the local com puter go to Windows gt Start gt control Panel gt Printers and Faxes the add new printer Add Printer Wizard Local or Network Printer The wizard needs to know which type of printer to set up Select the option that describes the printer you want to use Automatically detect and install my Plug and Play printer C A network printer or a printer attached to another computer To set up a network printer that is not attached to a print server 1 use the Local printer option lt Back Cancel Choose the port used by the POS printer com1 com2 Lpt1 Lpt2 USB1 etc Add Printer Wizard Select a Printer Port Computers communicate with printers through ports Select the port you want your printer to use If the port is not listed you can create a new port s Use the following port i eae Note Most computers use the LPT1 port to communicate with a local printer The connector for this pert should look something like this gt eh SA a Create a new port Type of port Local Port lt Back Cancel p202 EziSolution Systems 2011 Click Next and choose the GENERIC TEXT Printer Add Printer Wizard Install Printer Software The manufacturer and mode determine which printer software to use _ Select the manufacturer and model of your printer If your printer came wilh an installation disk click Have Disk If your printer is not listed
140. the password Default email Message Enter the default email Message you will be able to modify it p174 EziSolution Systems 2011 before you send an email p175 EziSolution Systems 2011 Tax File Maintenance Select Tax File Maintenance to set up taxes and rates appropriate to your country Retail ManPOS System allows the users to choose the tax system used in their country The options are No tax applicable one tax system such as USA Australia and the UK or a two taxes system such as Canada To setup the system for a NO TAX system keep both TAX NAME fields empty Tax File Maintenance Tax Name Tax Details For a Single Tax System enter the default tax name in the TAXI field it is usually TAX VAT GST etc then you have to enter the different taxes applicable in the grid below For a Two Taxes System enter the names of these taxes in the TAX NAME fields TAX1 and TAX2 then you also have to enter the tax codes and tax in the grid below In some instances the tax may not be a percentage but a dollar value such as fuel tax which is charged at a certain amount per liter or gallon in this case when you enter the tax code in the grid precede that with a Dollar sign such as T When the system sees the sign on calculating the tax it will multiply the quantity by the tax amount instead of calculating the percentage To add a new tax code select New This will position the cursor on a bla
141. then start the text with gt Quantity Enter the quantity being sold If the qty in negative it indicates that you are returning that item to the stock B Order If the required quantity is more than you have in stock the system allows you to enter a back order if you have the backorder option enabled To enable this option select Maintenance then System Setup then select the Sales tab and check Force Backorder Amount This field is filled automatically as part of the item details However you can over type this Tax If the stock card has the tax code included this field will be filled automatically otherwise select the appropriate code from the drop down list Disc Enter the item discount Discounts can be in percentage or amount the discount type as percentage or amount can be setup from_Maintenance gt System Setup gt Sales tab Note if you have setup the discount as an amount but while entering the invoice you want to enter a percentage discount say 20 just enter 20 followed by the sign and the system will calculate the discount amount for you p32 EziSolution Systems 2011 Totals The system calculates and displays the total amount automatically Continue entering line items as required until the order is filled When you have completed the invoice select one of the following Save F2 Save the invoice Right click on this button will save the invoice and also save a PDF copy of it in the C t
142. use Clien on the Source field this will bring up the Source file and you can add edit or delete entries Terms Enter the invoice terms such as COD 7 14 90 days etc Currency You can choose a different currency if the currency option is enabled m Note To modify the curreny file use Control Right click on the currency field Invoice line items columns Part No Enter the item part number If you enter only a part of the code the system will display the Stock List where you can choose an item by pressing Enter on the one you want To enter a non stock item Enter an asterisk in the code field To enter text tab to the item details and type it in You can enter a serial number to the previous item by entering the text S N in the part number field and then enter the serial number in the details field the system will add the serial number to the serial numbers file The part number also accepts equivalent part numbers for the same item so if you have an item that you buy from different suppliers with each supplier having their own part number you can enter all these part numbers in the Equivalent Part Numbers section in the Stock Card then you can use any of these part numbers to sell the same part Details If you entered a valid code this field will be filled automatically If you entered a the system allows you to type in the item description yourself If you wish to enter text r items that do not show on the invoice printout
143. ust assign a password for the user followed by security levels for each and every screen To make sure the password works you will need to assign a password to the very first user Master User otherwise the password will be inactive and these settings will not apply 0 p168 EziSolution Systems 2011 Settings The Settings button is used to configure the user interface and email settings for each system user clicking on the settings button will show the following screen Master User System Settings Interface User interface Menu and Toolbars FE Show Tips on Startup F Open Diary on Startup 71 Show Tool Tips Language File FIDO JPG User Interface the interface tab is used to configure the user interface a choice between a menu and toolbars Retadman POS ComCo Master User POS Sales Stock Purchase Payroll Accounts Diary Lo sin Maintenance tiig the colors of screens a background picture to the main menu show tips and also the ability to choose and modify a language file To modify the text on the user interface choose a language file then click on the edit button then you can edit any text to appear on the various screens Language file You can also change the interface language for each user thus allowing each user to work with his her own language the system comes with some default languages but if you need to change the language to one that is not on the system you can just cre
144. ution Systems 2011 Clients Statements Description Detailed client s statements showing all the outstanding invoices and the payments made during a particular period of time Report request screen fields Name Enter the client name if you want to report on only one client or leave blank to report on all clients with outstanding invoices From Date Report start date To Date Report end date Include Paid Invoices Check to include payments made during the report period uncheck to list outstanding invoices only Detailed Statement Check to produce a detailed statement showing the payments Leftmost Column Check or uncheck to include or exclude each client To uncheck all clients right mouse click on the header of the left column To check all clients with outstanding invoices click on the header again Notes to Appear on Statement You may wish to send the report to a defaulting client Add any remarks to be included in this field 0 p53 EziSolution Systems 2011 Sales Analysis Report Description Sales analysis for a particular period of time broken down by sales departments Report request screen fields Report Type Choose report type Year Ending Choose month year end date date Report Format Choose Graph or Text For graphical report office must be installed O p54 EziSolution Systems 2011 Back Orders Report Description List of back orders sorted by item and client Repor
145. va QUIL 5 o REBELLE io o o olre Sis is siv E Els j g FA gt ols 3 3 3 els is 2 j s 4 p67 EziSolution Systems 2011 Equivalent Part Numbers This allows you to enter several suppliers part numbers for equivalent parts you buy from different suppliers Stock Card Maintenance Add New 2 Ply Roll 76x76x15 POS printer 2 ply roll OFFICE NATIONAL Details History Equivalent Part Numbers Item Content Picture Each line item on the list represents an alternative supplier for the part spec ified in the fields at the top of the screen No This is just a line item number Each line is numbered off starting with 1 at the top Part Numbers The alternative supplier s own part number these part numbers are interchangeable with the main part number so you can enter any of these part numbers on the invoice pos or purchase and the system will display this part number for you Supplier Name The name of the alternative supplier Last buy The date you last purchased this part from this alternative supplier Cost The current price charged by this alternative supplier Note that in the POS sales and purchase you can use any of these numbers to recall that part The nice part about this feature is when you issue a purchase or a purchase order you can enter any part number and if the supplier you are buying from has his own number then the system will recall that part number
146. ziSolution Systems 2011 Sign In Out Report The Sign In Out report is used to print out the time sheet for a particular period of time s Sign In Out Report From Date 26 10 2007 mem 26 10 2007 Screen Printer F 3 Close Esc Staff Name Enter the staff name to report on or leave blank for all staff members From To Date Enter the date range to report on 0 p114 EziSolution Systems 2011 Accounts Chart of Accounts Select Chart of Accounts to display add modify or delete an account from the chart of accounts Most chart of accounts are made of ten headings Heading Example 1 Current Assets Bank cash in hand 2 Fixed Assets Office Building 3 Intangible Assets Shares Goodwill 4 Current Liabilities Creditors Overdraft Long Term L an Liabilities 6 Financed By Shareholders Capital 7 Sales Cash Sale Credit Sale 8 Cost of Sales Purchases 9 Expenses Advertising Car Expenses 10 Other Income Commission Received Under each heading there are subheadings that can be added modified or deleted Select Account screen fields are displayed to help you find and identify any that need to be changed Code Each account must have a unique code Name The name of the account Group The group this account is in Groups are numbered 1 11 Type T Title H Header P Posting Roll Roll the account balance at the end of the accounting year To modify an account use the up and down arrow key

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