Getting Started with POS
Alice Koh
Last Update 9 months ago
Logging In
1. Enter the username and password. You will need to select the company from the selection. Click LOGIN once you done.
2. In the Select Type, you may select New Cash Sales and press OK.
3. After that, you will able to use the system. Please refer to Chapter 12.
Chapter 12: Overview and Function
Overview
Hotkeys
There are 9 hotkeys in this system which included:
- F1: Add
- F2: Print
- F3: End Sales
- F4: Save
- F5: Clear
- F6: Scan Barcode.
- F7: Open Drawer
- F8: On Hold
- F9: Discount
Features
There are 5 features on top of the system, Sales, Inventory, Report, Tool and Logout.
1. Sales
User can generate cash sales in this system. Thus, you are still able to track back the created cash sales by selecting Cash Sales History.
2. Within payee, you can select the existing customer or click the Add button to add a new customer.
3. You may click on Add or F1 to add the items that had already created in database. Besides, user can edit the quantity or price in the list. Apart from that, you can also press F6 and use barcode reader to scan the item barcode.
4. The total amount will be showed on the right side.
5. Amount can be Print, End Sales, Save, Clear, Open Drawer, On Hold and Discount.
6. Print or F2.
Single Payment
a. You will enter Confirmation Payment after pressing Print or F2. You will need to enter the payable amount.
b. Click Pay (Enter).
Secondary Payment
a. For multi payment, enter amount for Secondary Payment as well. Enter the amount of secondary payment.
b. Click Pay (Enter).
c. The payment has been made and it will be print.
d. Sample Printed Receipt.
7. End Sales or F3.
8. Save or F4.
If you do not want to print the receipt, you may click Save.
All selected items and amount will be clear on the list.
10. Open Drawer or F7.
The drawer will be open.
11. On Hold or F8.
On hold will be hold the current sales.
1. Click on Hold or F8.
2. Click OK.
12. Discount or F9.
All items will be affected by entering the discount percentage.
1. Click on Discount or F9.
2. Enter the discount percentage.
3. Click OK.
4. Discount will be added (per item).
b) Cash Sales History
1. Select Cash Sales History.
2. You will able to see the created Cash Sales.
3. You may fill in the details in order to search the cash sales. Click Search on top when you are done.
2. Inventory
User can print the item barcode that are already created and stored in the database.
1. Click Inventory > Barcode Printing.
2. Select the item and click Print on top.
3. Select the printer and copies during conformation.
4. Click OK when done.
3. Report
In this module, the system will generate cash sales summary report for the users.
1. Please fill in the details that you want to search.
2. Click on Generate.
3. The cash sales summary report will be showed below.
1. Enter the details and click Generate on top.
2. The system will list out the popularity item that had been sold.
1. You will able to export the report to the selected folder.
2. You can print the report instantly by clicking this button as image below.
4. Tool
In this module, user can make a change in cash sales setting.
a) Cash Sales Setting
1. You may change the setting.
a. When user want to open the drawer (F7 button), they will be asked for enter a password to proceed.
b. When pressing F7 in order to open drawer. User will need to enter a valid password.
c. Apart from that, if user select Yes in Delete Item Password setting, you will need to enter a valid password in order to delete the item.
d. You will be asked for a password to proceed when you click on Delete.
3. Click Save on top when you are finished the setup.
4. You will need to select New Cash Sales and press Ctrl + R to refresh the system. Or you may logout and login again.
b) About BBS
User has only 14 days trials until you enter the serial key for the license of BBS.
The notification will show at the bottom. You may click on the notification or select Tool > About BBS to do renewal.
1. The guidelines will lead you.
2. The image is shown below when the license is activated.
5. Logout
If you want to exit the program or switch user ID, you may press logout.
