Posterita Training Manual

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POSTERITATRAININGMANUAL
YourRetail
PersonalAssistant!
TrainingManualPosteritaVersion2.0
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TABLEOFCONTENT
TABLEOFCONTENT..............................................................................................................................................................2
1.0GeneralInformation........................................................................................................................................................4
1.1
About this guide........................................................................................................................................................5
1.2
UserRegistration......................................................................................................................................................6
1.3
CreationofOrganisation......................................................................................................................................11
1.3.1
AdditionofanotherRetailShop..............................................................................................................11
1.4
LogIn............................................................................................................................................................................13
1.5
ChoosingTerminal.................................................................................................................................................14
1.5.1
1.6
WelcometoPosteritaPOS.........................................................................................................................15
Thingstobesettledfirst......................................................................................................................................18
1.6.1
Settingthefloatamount.............................................................................................................................18
1.6.2
Settingthetimezone...................................................................................................................................21
1.6.3
SettingTax........................................................................................................................................................24
1.6.4
Import/CreateProducts...........................................................................................................................25
1.6.4.1 Import............................................................................................................................................................25
1.6.4.2 Createproducts.........................................................................................................................................30
1.7Sale.......................................................................................................................................................................................36
1.7.1
CreditSale.........................................................................................................................................................47
1.7.2Discount.....................................................................................................................................................................48
1.7.3
ReprintOrder..................................................................................................................................................51
1.7.4
NewOrder........................................................................................................................................................51
1.7.5
RefundOrder...................................................................................................................................................51
1.7.6
VoidanOrder..................................................................................................................................................53
1.7.8Sales.............................................................................................................................................................................60
1.7.8.1AddingColumns.............................................................................................................................................61
1.7.8.2RemovingColumns.......................................................................................................................................62
1.7.8.3Viewingaparticularorder........................................................................................................................63
1.7.9PriceCheck...............................................................................................................................................................64
1.7.10Customers..............................................................................................................................................................65
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1.7.10.1CustomerCreation.....................................................................................................................................65
1.7.10.2CustomerImporter....................................................................................................................................67
1.7.11SalesReturn...........................................................................................................................................................68
1.7.11.1NewSalesreturnbydocumentNo......................................................................................................68
1.7.12NewSalesReturn................................................................................................................................................70
1.8
Invoices.......................................................................................................................................................................73
1.8.1
CreatingPayment..........................................................................................................................................75
1.8.2OpenInvoices..........................................................................................................................................................76
1.8.3Creditors....................................................................................................................................................................77
1.9
Payments....................................................................................................................................................................78
1.9.1
NewPayment/CreateGeneralPayment............................................................................................79
1.9.2
PaymentAllocation.......................................................................................................................................80
1.9.3
UnallocatedPayments.................................................................................................................................81
1.9.4
PaymentTerm................................................................................................................................................82
2.0Stock....................................................................................................................................................................................85
2.0.1Products.....................................................................................................................................................................85
2.0.2Inventory...................................................................................................................................................................86
2.0.3BarcodePrinting....................................................................................................................................................92
2.0.4StockTransfers.......................................................................................................................................................95
2.1Employees......................................................................................................................................................................102
2.1.1UserCreation........................................................................................................................................................102
2.1.2SettingtheroleofaUser..................................................................................................................................106
2.1.2.1Editingroleorganisationaccess..........................................................................................................107
2.1.2.2RoleConfiguration.....................................................................................................................................108
2.1.3ClockIn/Out..........................................................................................................................................................109
2.1.3.1ClockedinUsers..........................................................................................................................................109
2.1.3.2ClockedinReport.......................................................................................................................................110
2.1.4Commission...........................................................................................................................................................112
2.1.4.1CreateNewCommission.........................................................................................................................113
2.2Company.........................................................................................................................................................................118
2.3TillManagement..........................................................................................................................................................122
2.3.1CloseTill.................................................................................................................................................................122
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2.3.2CurrentMoneyinTerminal............................................................................................................................126
2.3.3OpenCashdrawer..............................................................................................................................................126
2.3.4AdjustCashBook................................................................................................................................................127
2.4System..............................................................................................................................................................................128
2.4.1RemotePrinting..................................................................................................................................................130
2.4.2OfflineMode..........................................................................................................................................................133
2.4.2.1InstallingGoogleGears............................................................................................................................134
2.4.2.1.1OfflineSale............................................................................................................................................140
2.4.2.2Offlineshortcut................................................................................................................................................142
2.5Help...................................................................................................................................................................................145
2.6Logout..............................................................................................................................................................................147
1.0GeneralInformation
Posterita Retail Management System is a web based system designed by retailers using modern
Software as a Service (SAAS) technology encompassing a fully functional Point of Sales (POS)
system combined with a Customer Resource Management (CRM) and an Enterprise Resource
Management(ERP)system.
Itisatotallyintegratedsystemthathelpsretailersgeneratemaximumprofitfromtheironlineand
physicalretailoperations.PosteritaPOSincludesclassicPOScapabilitiesthatallowretailerstotake
paymentsfromtheircustomersandputthecashinthebank.
PosteritaRMShasacompleteCRMcapabilitythatgivesdealersthepowertokeeptheircustomers
happyandhavethemreturn.
Thereisnoinstallationhassle.
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1.1 About this guide
IfPosteritaisthefirstPOSsystemthatyouwilluse,gettingstartedjusttakesyouafewminutesif
youcarefullyfollowthisguide.
ThisUsersGuidecontainsfeatures,functions,andstepbystepinstructionsonhowtousethePOS
application.TheGuidewillenableyouto:
Registerasanewuser
Createyourownretailshops
Createwarehouses
Importyourproducts
Carryoutsalesandpurchases
CreateCustomersandvendors
ManageyourstockandInventory
Carryoutstocktransfers
Closetillandgetendofdayreport
Generatereportsforeverytransactioneffectedonthesystem
Manageclockedin/outusers
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PosteritaPOShasmanyotherfeaturesapartfromthoselistedabove.Thisuserguidewillallowyou
toexplorethesystemtothefullest.
Ifatanytimeduringtheseproceduresyouneedassistance,youmaycontactthePosteritasupport
teamat:
Phone:650.492.1471
Email:support@posterita.com
1.2 UserRegistration
ToregisterasauseronPosteritaPOS,youneedtofollowthelink:www.posterita.com
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Fig.1:NewUser
Step1:ChoosetheoptionNewUserasindicatedbythearrowabovetoregisterasanewuser
Youwillberedirectedtothesignupformwhereyouwillneedtofilluptheappropriatedetails.
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Fig.2:DomainCreation
Step2:Youwillberequiredtofillinallthemandatoryfields,denotedwitha*asshownabove
Notethatanerrormessagewillbedisplayedforanymissingmandatoryinformationorincorrectentry.
AccountInformation:
Domain name: is generated automatically as per the Retail Chain Name and is always
seizedinsmallletters.Posteritacanhostmultipletenants(subdomains)aswellasmultiple
currencies.
RetailChain:nameshouldnotbelessthan5characters.

AccountAdministratorInformation:
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UsernameandPassword:NotethatbothUsernameandpasswordarecasesensitive.
ConfirmPassword:Youneedtotypethepasswordagainsincethesystemdoesnot allow
youtopasteacopiedpassword.
EmailAddress:Avalidemailaddressmustbeenteredfortheregistrationpurposes
TermsofUsage:Youneedtoagreetothetermsofusagebeforecontinuingfurtherwiththe
registration.
Step3:Clickonthecontinuebutton.
Youwillbeforwardedtothefollowingscreen
Pasteverification
code
Fig.3:VerificationCode
Tobeabletocompletetheregistration,youwillneedtheverificationcodewhichissentviaemail
(thisiswhyavalidemailaddressisimportant)
Step4:Checkyourmailbox
Step5:Copytheverificationcodeandpasteitinthetextboxabove
Step6:Completetheregistrationbyclickingonthecompletebutton
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Uponcompletion,youwillberequiredtoenterdetailsofyourorganizationonthefollowingform:
Fig.4:InformationForm
Step7:Clickonthecompletebuttonaftercorrectlyfillinguptheform.
TheUserregistrationpartisdone,youcannowproceedtocreatingyourorganization.
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1.3 CreationofOrganisation
Youwillberequiredtofillupanotherformasshownbelowtocreateyourorganization:
Fig.5:CreationofoneRetailShop
YouwillstartbydefiningyourHeadQuarter(HQ).
Step1:FillupthefieldsforyourHQ
Step2:ClickontheSavebutton
DO NOT CLICK ON COMPLETE REGISTRATION UNLESS YOU HAVE CREATED ALL OF YOUR
RETAILSHOPS.
1.3.1 AdditionofanotherRetailShop
Step3:ClickontheNewbuttontoaddanotherretailshop
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Step4:Savethecreatedretailshop
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Fig.6:RetailShopCreation
Once you have confirmed that you have created as many organizations as you needed, you can
completeyourregistration.
Step4:Completeyourregistrationbyselectingthecompleteregistrationbutton.
Subsequently,yourclientwillbecreatedandyourloginaddresswillbesenttoyourmailbox.
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Fig.7:Welcome
Youmayaswellfollowthelinkthatwillbeprovidedtoyouonthewelcomemessage(indicatedby
anarrowhere).ThiswillbringyoudirectlytotheLoginPageofyouraccount.Pleasenotethatyou
canBookmarktheWebsiteAddress.
1.4 LogIn
Clickingonthelinkprovidedinfig.7,youwillbedirectedtothePOSLoginpage:
Fig.8:Login
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Step1:Enteryourusernameandpasswordsenttoyourmailbox.
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Step2:Clickonoktoproceed.
As mentioned previously, Username and Password are case sensitive. In case, you forget your
password,followtheforgotpassword?linktoretrieveyourpassword.Pleasenotethatyouneed
tousethesameemailaddressasenteredforregistration.
1.5 ChoosingTerminal
Ifyourloginiscorrect,youwillbeforwardedtotheterminalscreen.ATerminalcanbeconsidered
asatillinyourshop,orasinglecomputer.So,youmayhavemanyterminalsinjustonesingle
shop.However,mostlikelyyouwillhaveasingleterminalperorganization.Bychoosingaterminal
youwillseealistofvaluesappearingontherighthandside,thisisshowingyouhowtheterminalis
configured.Forexamplewhatpricelistitisusing,andwhichwarehousetheproductswillbetaken
fromwhenaproductissold.
Fig.9:Terminal
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Step1:Chooseyourorganizationfromthedropdown.
Step2:Selectyourterminalname
(YourterminalnamewillbeTerminal1bydefault.Thiscanbelatereditedorrenamed)
Step3:Clickoncontinue
1.5.1 WelcometoPosteritaPOS
Search
Virtual
Clockin/out Home Keyboard Information
Fig.10:PosteritaPOSScreen
This is the first screen that you will come across after choosing your terminal. It is the most
frequentlyusedscreen.
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Youwillnoticethatthereisavirtualkeyboardthatopensinthemiddle,toallowyoutoeasilyinput
anyfigure.Thebuttonsarejustasbigwhichmakesiteasyfortouchscreen.
Fig.11:VirtualKeyboard
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GettingFamiliartoPosteritaPOSScreen
To get access to all the menus, click on the home icon displayed above, the following
screenwillappear:
Fig.11:PosteritaMainMenu
Theheaderdisplayedonthegreyparttotherightofthelogoallowsyoutolocateyourself
onthesystem.
YouwillnoticeatimeintheheaderofPosterita,thisisthetimeofyourcurrentmachine.
Althoughwedohaveaservertime,wedeemitmorepracticaltoactuallyallowtheusertospecify
hisowntimezone.Thetimedisplayedontop,isthetimesetonthecurrentmachine.
Wedohoweverprovidesomerestrictions,inordertorefrainusersfrombackdatingtheorder.By
defaultitisnotallowedtobackdatemorethan2dayswhichisthedefaultofAdempiereortoalso
inputmorethan2daysintothefuture.
Thistimeisconsistentallacrossposterita,ontheclockin,clockout(Discussedfurtherinsection
2.1.3).Anywherethetimeisnotspecified,thetimeonyourmachine,iswhatisbeingused.
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HoweverinPosterita,thecreateddateandupdateddate,istheservertime.Onlythedocuments
timedefaultstotheuser'stime,liketheorderdate,closetilletc...
Developernote:
OverhereweshouldconsiderusingtheautomaticperiodprovidedbyAdempiere,inordernotto
duplicatefunctionalityandtoallowforflexibilityinthefuture.
1.6 Thingstobesettledfirst
Along with the creation of the terminal, the system creates some important aspects such as
warehouse,cashbook,andpricelistbydefault.Otherssuchas:
(i) Settingthefloatamount
(ii) Settingtimezone
(iii) Settingtax
(iv) Importing/CreatingProducts
mustbecreatedmanually.
1.6.1 Settingthefloatamount
The float amount is the amount of money that will be retained in the till after the end of day
closure.
TosetthefloatamountinPosterita,thefollowingstepsmustbefollowed:
Step1:SelectcompanyfromPosmainmenu.
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Fig.12:CashbookLocation
Step2:ClickonCashbookasencircledinfig.12above
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Fig.13:CreateCashbook
Step3:Clickonthecreatebuttonselectedinfig.13above.
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Fig.14:Cashbook
Step4:Enterthefloatamount,e.g.1000
Step5:Clickonthesavebutton
1.6.2 Settingthetimezone
Settingthetimezonewithrespecttotheregionyouarelocatedisveryimportantotherwisereports
withincorrecttimewillbegenerated.
Thestepstobefollowedarelistedbelow:
Step1:ChoosecompanyfromthePOSmainmenu,samescreenshotasfig.12willbeobtained
Step2:Selectterminalfromthelist.
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Fig.15:Terminals
Step3:Clickonthecreatebutton
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Fig.16:TimeZone
Step4:Uponcreationofanewterminal,theservertimemustbesettothedateofcreationofthat
terminal
Step5:Clickonthesavebutton
Notethetimezoneisnowdeprecated,andisnotlongerusedasthedefaulttime,itnowdefaultsto
thecurrentmachinetime.
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Step5:Thetimezonemustbesetaccordingtoyour
location
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Fig.17:SettingTimeZone
1.6.3 SettingTax
Step1:Tosetthetax,followstep1from1.6.2andthenselecttaxfromthelist.
Step2:Clickonthecreatebutton
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Fig.18:TaxRate
Step3:Setthetaxrateandtaxcategoryaccordingtoyourorganization.Thetaxratesethereisnot
mandatory so that different tax rate set on the products can be used. (More details in products
section,1.6.4)
Step4:Saveyourchanges.
1.6.4 Import/CreateProducts
Inordertoexecutesomesaletransactions,productstobesoldmustbefedintothesystem.Thiscan
bedoneintwoways:
(i) Importingyourproductsifyouhavemany
(ii) Creatingyourproductsonebyoneiftherearenotmanyofthem.
1.6.4.1 Import
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Toimportproducts,thewholelistmustbefirstclassifiedalongwithitspricelist,inanexcelsheet
whichisthensavedin.csvformat.
The CSV is what is imported into the system. Please note that the header is removed before
importingtheCSV.
Fig.19:CSV
Step1:selectstockfromthePOSmainmenulist
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Fig.20:Stock
Step2:ClickonProductsfromthestockmenulist
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Fig.21:Products
Step 3: Click on the Import button highlighted in Fig.13. Please note that the CSV. File should be
uploadedwithouttheheaders.
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Fig.22:LoadingCSV
Step4:Clickonloadbutton
Step5:Selecttheproductsrespectiveheadersfromthedropdowns.
Fig.23:ImportProducts
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Step6:ClickonImport
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If all headers have been correctly inserted, the products will be successfully uploaded into the
system.
Whenuploadingproductsyoucanchoosewhichtaxratetouploadforeachproductinthetaxrate
field.Ifthetaxratedoesnotexist,itwillbecreatedunderthestandardtaxcategory.
Youcanedittheproductsuploadedandthetaxratewillbeappliedtotheproducts.
Intheproductsscreenthistaxratecanbechanged,consequently,thepriceoftheproductswillbe
changeddependingonthepricelistwhetheritincludestaxornot.
Ifthereisnotaxratesetwhenuploadingproducts,theproductswillchooseadefaulttaxrateseton
theorgfirst(Section1.6.3).Ifthereisnotaxratesetonthespecificorgthenitwillchoosethetax
ratesetonthe*organisation.TaxcategoryisStandardandtaxrateisExemptbydefault.
Alltaxrateshouldbecreatedon*orgbydefaultandifataxrateiscreatedonanorganisationA,
onlyorganisayionAshouldbeabletoseethistaxrate.Whencreatedunder*,allorganisationget
thattaxrate.
Note1:Thetaxrateintheproductshouldbemandatory.
Note2:Productsimportedunderaparticularorganisation,sayA,willappearunderthat
organisationonly.UsersfromanotherorganisationB,willnotbeabletoviewthose
products.Inthisway,itisensuredthatnootherorganisationissellingyourproducts.
1.6.4.2 Createproducts
If while importing the products into the system, you have missed one or two, then these can be
createdmanually.
Step1:Followsteps1and2fromsection1.6.4.2.
Step2:Selectthecreatebutton
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Fig.24:CreateIcon
Step3:Filluptheformprovided.Pleasenotethatalltextboxesdenotedbya*aremandatory.
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Fig.25:CreateProduct
Thereareacoupleofimportantfieldstounderstandhere.
Thereareacoupleofimportantfieldstounderstandhere:
ProductName:Nameofproductmustbeuniqueinthesystem.
Description:Thedescriptionoftheproductiswhatisprintedonthereceipt.
PrimaryGroup:Itisthemaingroupused,forexampleifwehaveatshirtproductwithdifferent
sizes,thetshirtwillbenamedasBasicTshirtPosteritaSmall,therewillbeotherproductslike
BasicTshirtPosteritaMedium.Overhere,theprimarygroupshouldbe,BasicTshirtPosterita.
ProductCategory:Itisveryimportant;weusethisgrouptogroupitemswhichwillhaveexactly
thesameprice.Forinstance,letssaywewillalwayssellalltheBasicTshirtsatthesameprice,
evenduringasalesperiod,sowewouldeasilybeabletochangethepriceforallofthem,simplyby
editingallthepricesatonego.
Thereshouldbegroups3,4,5and6alsotoappearinthesystem.
Group1,group2group3:Theseterminologiescanbechangedbythesystemtosizes,colour
dependingononesconvenience.Eventhefieldsoftheproductcanbechangedbythesystem.
Unitsperpack:Justaconvenientwaytotransferproducts.Itisusedonlyinstocktransferscreen.
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Active:Checkingactivewillmaketheproductappearwhenitissearched.
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Item:Itemhasquantitythatcanbecontrolled.
Service:Servicedoesnothaveaquantity.Bydefaultitsquantityis0
Purchase&Salepriceliststhatareappearingarethepricessetintheterminal.
TaxRate:Thetaxrateisdefinedasthefollowing.
Taxcategory:allowsregroupingitemswithsimilartax.Forexampletherearesomegoodswhen
sold,areexemptfromtax.So,itwillbegoodtocreate2taxcategoryatleastonewhichisexempt
andoneishasthedefaulttaxrate.
RevenueRecognition:isjustawayofanalyzingsales
Classification:isjustafieldtoanalysesales.
Note:Ifproductsarecreatedunder*asdoneinthiscase,thenallorganisationscreated
underthatdomainwillbeabletoviewtheseproducts.Thisisidealwhenallyour
organisationswillbesellingthesameproducts.
Incaseyoudonotwantthistohappen,youmustselecttheorganisationforwhichthe
productsarebeingcreatedfromthedropindicatedbyanarrow.
After the products have been successfully imported and created into the system, sales
transactionscanbeeffected.
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NewProductScreentobeimplementedsoon
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ProductScreen
Organisation:
PrimaryGroup:
Name:
Group1:
Group1
Description:
Group2:
Help
Barcode:
Group3:
TaxCategory:
Group4:
UOM:
Group5:
Active
Group6:
ItemService
ProductCategory:
Classification:
RevenueRecognition:
SAVE
Onlyadmincan
bringabout
changes
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ITEM
LOAD
PRICELIST
TaxRateused
Purchase
Sales
Sales2
Sales3
STOCK
Warehouse1
Warehouse2
Warehouse3
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1.7Sale
Tocarryoutasale,thefollowingstepsmustbefollowed:
Step1:SelectNewSalefromtheSalesOrdermenu
Subsequently,thescreenshownbelowwillbedisplayed:
Payment
Options
Fig.26:SalesOrderScreen
Step 2: To add products on the cart, type the product name in the textbox when performing the
search, the query will find any name/description that (begins or contain) with the following, if a
directhitisfoundwiththebarcode,itwillautomaticallyaddittotheshoppingcart.
Therearespecialsearchesthatcanbemadewithcharacter%,ifyousearchfordrink%large
Itwillreturnyouallproductsthatbeginwithdrinkandfinishwithlarge.
Forinstance,thesearesomesamplesofproductthatwouldbereturnedifyouperformthat
particularsearch.
DrinkCitrusLarge
DrinkOrangeLargeJuice
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Iftheproductisclickedtwiceonthesearchlist,evenifitisthesameitem,intheshoppingcartthe
productshouldappeartwice.Inordertocombinetheproductstogether,onehastoclickonthe+
oriconsorchangethequantitydirectly.
Step3:Clickonthesearchicon
Step4:Setthetaxrate
Note:IfataxrateissetintheNewSalescreen,allproductsaddedtothecartwillusethistax
rate.Itwilloverwritealltaxratesetontheproducts.Ifnotaxrateisset,whenproductsare
addedtocart,thenthetaxratesetontheproductswillbeused.
Thepricelistcanbesettoexcludetaxorincludetax.Ifitisexcludetax,thesetaxratescan
bechangedintheNewSalescreen.
Fig.27:AddingProducttotheCart
Step5:Selectapaymentoption(Cash,Card,Check,Mix,credit)
Step6:ClickonCheckoutbutton
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Step7:Entertheamounttenderedandclickontheokbutton
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Fig.28:EnterAmountpopout
Youwillnoticethatthereisavirtualkeypadthatopensonthetophandcorner,toallowyouto
easilyinputanyfigure.Infactittakestheplaceofthe'discount''opencashdrawer'place.The
buttonsarejustasbigwhichmakesiteasyfortouchscreen.
Thekeypadisanintegralpartoftheformwindow;itshouldalwaysnextandalignedwiththe
windowform.
Thekeypadisautomaticallyopen,andthefocusisalreadyonanumberfield.Moreover,bydefault
thenumbersarealreadyhighlighted.So,ifyoustarttypinganynumberitwillautomaticallyerase
anyinformationthatwaspreviouslyinputted.
TheEnterbutton,ifpushedwillcirclethroughthedifferentfieldsintheformuntilwearriveatthe
endoftheform,andthenitwillstartrightatthebeginning.
Thekeypadcontainsthefollowingnumbersfrom09,the.DELandENTER.
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TheENTERbuttonisbiggerthananybutton.TheENTERbuttondoesnotsubmittheform,the
keypadonlyhelpstocirclethroughtheformandinputvalue,tosubmittheform,thesalesrepwill
havetoclickontheOKbuttonprovidedintheotherform
Fig.12:Keypad
Step 7: After the transaction has been processed, a receipt will be printed as shown in the
screenshotbelow:
Thesameprocessisfollowedforpaymentsincash,bycheck,cardandmix
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Payment
option&
invoice
no.
Fig.29:AfterCheckingOut
Paymentbycreditcard
Mostofthecustomersmakepaymentbycreditcards.Thecustomerscardisswipedandthe
transactionisvalidated.Followingtowhich,anormalreceiptisprinted.
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Fig.:Creditcardcheckout
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UpcomingFeatureforSalespart
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(1) FasterSearch
Stretch
100
ProductCategory
CleanFiles
ProductGroup
Name:
QTY
Description:
DRINK
FOOD
Accessories
Remove
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Withthisnewfeature,itwillalsobepossibleforpeoplewhohavealotofproductstoperforma
filteredsearch
Thereisanumber:100/200/500.Thislimitsthenumberofproductstobereturnedthatmatchthe
searchcriteria.
Thedifferentproductcategory,orbuttonswillinvokeapopupwhichwillcontainbuttonwiththe
appropriateuniqueandsorteditems.Thepopupautomaticallydisappearsafterwards.
Uponselectingthefilter,youcanalsoremoveit.Ifyoumakeasearch,onlytheitemsthatsatisfythe
combinedcriteriashouldappear.
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(2)
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CreditCardCheckout
Manuallyprocess
paymentbycreditcard.
OtherDetailslikelicenseno.
justbelowSwipeData.
Fig.:
Thefunctionalityofthecreditcardwillbethesameasdescribedinpart1.7.Theonlydifferenceis
thattherewillbeanadditionaloptionforuserstoentertheirlicenseno.andusers(Salesrepand
cashiers)willhavethealternativetomanuallyprocesspaymentbycreditcard.
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(3)
SaveOrder
Keypadopens
T
E
R
DEL
SAVEORDER
Ref:
SAVE
Fig.:SaveOrder

1 2 3 4 5 6 7 8 9 10
20
Provide the following cases

SAVE ORDERS:
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REF:[ ] [ENTER] KEYPAD

Last 20 References used:
Sort Alphabetically
[1][2][3][4]
If an existing reference is used then append the following to the previous order. When appending
to the order, if the previous already contained similar products then it should prompt the
following question,
If the prices are different for the same product then it must obviously not be combined.
Do not create an additional draft orders. Those which are already being used should also have a
different colour. Numbers are expected to be tables, but should be flexible enough since some
organizations name their tables also.
(4)
InvokeOrder
INVOKEORDER
Ref:
OrderNo:
LOAD
50360
50361
50362
Onlydraftedorders
appear
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INVOKE ORDERS: KEYPAD

REF: [ ] [ENTER]
ORDER NO: [ ]
50201, 50199. 50188, 50177
----------------------------------References: [2] [4]
Last five most recent drafted ORDERS
An order can be modified as freely as a draft order.
It is also possible to invoke a completed order that is, an order which has been used in the past.
This is important since it keeps the sales representatives away from the hassle of accessing the
sales screen to do a refund or an exchange.
1.7.1 CreditSale
Tobeabletoperform,thecustomersdetailsmustbeenteredfirst.Thiswillbediscussedfurtherin
anotherchapterofthemanual
Repeatsteps13above.
Step4:Selectcreditoption
Step5:Checkout
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Fig.30:CreditSale
Step5:Checkout
Thereceiptisprinteddirectlyafteracreditcheckout.
1.7.2Discount
DuringSalesorSpecialoffers,youmightneedtogivediscountsoncertainproducts.Youcaneither
uploadalistofthediscountedpricesfortheircorrespondingproductsorgivediscountperorderif
therearenotmany.
Step1:Entertheproductontheshoppingcart
Step2:Enterdiscountontheproductyouwanttogivediscount
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Fig.31:
Forthetimebeing,discountisonlyallowedperproduct.
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UpcomingFeature:Discount
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DiscountPopup
Excl.
Incl
Keypadopens
upuponfocus
ontextbox
Unit:
Total:
Discount
CouponCode:
Fig.32:
Whenthisfeaturewillbeimplemented,discountwillnolongerappearonthesameframeasitdoes
currently.Uponclickingondiscount,awindowwillbepoppedout.Fig.aboveshowshowthenew
discountwindowwilllooklike.
Theinformationdisplayedondiscountasindicatedonfig.31willbehidden,itwillonlyappear
whentheicon,iisclicked.
CouponCode:Thiswillbethecodegiventohabitualcustomers.
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Fig.31:DisplayingRefundOrder,NewOrder,Reprintbuttons
1.7.3 ReprintOrder
If a customer insists on having two receipts, then this can be done simply by clicking on reprint
orderindicatedbyaredarrowinfig.31above
1.7.4 NewOrder
Toperformanewsale,justclickonNewOrderindicatedbyabluearrowonfig.31above.
NewOrderallowyoutodirectlyaccessthesalesscreenavoidingthehassletoclickonhomeand
thenclickonnewsale.
1.7.5 RefundOrder
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Step 1: In case a customer wants to refund an order, the latter needs to select the refund order
buttonindicatedbyanarrowonfig.31
Fig.32:Refundpopout
Step2:Afterreadingthepopupmessage,clickonok
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Fig.33:Refund
Step3:Selectapaymentoptionandentertheamountthatneedstoberefunded.
Step4:Checkout
1.7.6 VoidanOrder
If you want to void/cancel an order then, select the void order button pointed towards by an
arrow(seeFig.32)
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Fig.34:VoidinganOrder
Ifyoureallywanttovoidtheorder,clickonok,elsecancelthepopup
Afteragreeingtothetransaction,areceiptisprinted,
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Fig.35:Receipt
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UpcomingFeature:ReceiptSalesRepPrintedonReceipt
$X
$Y
Fig.
Anewformofreceiptwillnowbedesignedwhichwillhavethesalesrepresentativesnames
printedonitalongwiththeirrespectivecommissionamount.
Thiswillbehelpfultocustomersandthesystemaswell.Incaseofrefundorexchange,the
customerwillknowwhotorefertosincethenameofthesalesrepwillalreadybeprintedonthe
receipt.Moreover,thecommissionoftherespectivesalesrepcanbeeasilyreadjusted.
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1.7.7Exchange
Youcanaswellexchangegoodsifyoufinddefectsintheoneyouboughtormadeawrongchoice.
Fig.36:Exchange
ByclickingontheexchangebuttoninFig.36,alltheboughtitemswillbedisplayedontheshopping
cart.
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Fig.37:GoodsdisplayedonshoppingcartwhenExchangebuttonisclicked
Step1:Youcankeeponlytheitemtobeexchangedbyadding1(1+1)totheothersinsuchaway
thattheyarecancelled.
Step2:Chooseanewproduct
Step3:Checkout
Pleasenotethatifthetotalamountisnegative,thenthesystemispayingthecustomerandvice
versa.
Moreover,itshouldbeensuredthatquantitycannotbeincreased.
Splitcommissionandproratashouldaswellbeconsidered.
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Fig.38:Exchangecarriedout.
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1.7.7Sales
If you want to crosscheck or verify the sales details carried out in your organization, follow the
stepsbelow:
Step1:Clickonhome
Step2:Selectsalesfromsalesordermenu
Datepicker
Org
name
Fig.36:ViewingSale
Step3:Toviewasalethatwascarriedoutonaspecificdatefromaparticularorganization,choose
thedatefromthedatepickerandentertheorganizationnameasindicatedinfig.36above.
Step4:Clickonthesearchbutton.
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Fig.37:SavingasCSVorPDF
Step5:ThewholelistcanbesavedasaCSVformatorPDFjustbyclickingtheirrespectiveiconsas
highlightedinfig.37
1.7.7.1AddingColumns
You can remove the columns that are not important to you as well as adding those that are
necessarytoyoubyusingtheand+icons.
Step1:Clickonthe+icon,availablecolumnswillbedisplayed
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Available
column
displayed
Fig.38:AddingColumns
Step2:Selectthecolumnsyouwanttoadd.
Step3:Add
1.7.7.2RemovingColumns
Step1:Clickontheiconandselectcolumnstoberemoved
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view
Fig.39:Sales
Step2:ClickonRemove
1.7.7.3Viewingaparticularorder
Toviewaparticularorder:
Step1:Clickontheordertobeviewedashighlightedinfig.39
Step2:Clickontheviewiconasindicatedbyanarrowinfig.39
Step3:Ifyouwanttoreprintanorder,youcandosobyviewingtheorder.
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1.7.8PriceCheck
Ifyouwanttoverifythepriceofaparticularproduct,selectpricecheckfromthesalesordermenu
andfollowtheguidesbelow:
Step1:SelectPricecheckfromsalesordermenu
Step2:Typeproductnameinthetextbox
Step3:ClickontheSearchbutton
Fig.40:PriceCheck
Step4:Clickontheproductnamedisplayed
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Fig.41:Pricedisplayed
1.7.9Customers
Tobeabletosellgoodsoncreditasdiscussedinsection1.7.1creditsales,customerdetailsmustbe
enteredinthesystem.Inthisway,youwillbeabletomonitoryourcustomersaccount.
Therearetwowaystocreatecustomersonthesystemsameasforcreateproducts
1.7.9.1CustomerCreation
Ifyoudonothavetoomanycustomers,thenyou canopttofeedyourcustomerdetailsmanually
intothesystem.
Step1:Clickonthecreateicon
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Create
Fig.42:CreateIconforCustomer
Step 1: Fill in the details in the form provided. Please note that all fields denoted by an * are
mandatory.
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Fig.43:CustomerForm
Step2:ClickonSaveafterfillinguptheform.
1.7.9.2CustomerImporter
Forshopsthathavemanycreditcustomers,shopsupervisorscanimportthecustomerlistasdone
forimportingproducts(Refertosection.1.6.4)
Customerdetailscanbeeditedafterwardsasseenforproducts.Thesameprocedureapplies.
PleasenotethateveryCreditCustomerhasacreditlimit(Say10000),ifthislimitiscrossed,
thenthecustomercannotbuyanygoodoncredit.
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1.7.10SalesReturn
Ifacustomerwantstoreturnagoodhe/shehaspurchasedforwhateverreason,youcanperform
thistransactionbytwoways:
(i) NewSalesreturnbydocumentNo.
(ii) NewSalesreturn
1.7.10.1NewSalesreturnbydocumentNo.
Forthis,thecustomerneedstopresenthis/herreceipt.
Step1:SelectNewSalesbydocumentNo.fromthesalesordermenu
Fig.44:NewSalesbyDoc.No.
Step2:Typethedocumentnumber/receiptnumberinthetextbox.
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Fig.45:InvokingDocumentNo.
Step3:clickontheinvokebutton.
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Fig.46:Receiptinvoked.
Step4:Selectproductstobereturnedandthencheckout.
1.7.11NewSalesReturn
Salesreturncanalsobecarriedoutdirectlyinsteadofinvokingthedocument/receiptnumber.This
canbedonebyenteringtheproductsstraightintothecartandthencheckout,justascarryingouta
salestransaction.
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Fig.47:DirectSalesReturn
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Qtyshouldchangeto1sincecustomerisreturninggood
Ifcustomeroptstobuythisproductas
replacementfortheonereturned,thenqty
shouldbe+veandproducthighlightedgreen.
Paymentisthenmadeaccordingly
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1.8 Invoices
YouwillbeabletoviewallinvoicesfromtheInvoicestab.Inthisway,youcananalyseinvoicesfor
whichpaymenthasbeenmadeandthosewhoseaccounthasnotbeensettledyet.
Fig.48:Invoices
Clickingonthesearchicon,youwillbeprovidedwithalistofinvoices(Paidorunpaid)
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Create
Payment
Fig.49:ListofInvoices
Invoiceslisted,areusuallythoseofcustomerswhohaveboughtgoodsoncredit.
Youcansearchinvoicesbycustomernameaswell.
Tosettleoutstandingpayment,clickonthepaymenticonindicatedbyanarrowinfig.49
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1.8.1 CreatingPayment
Step1:ClickontheNewPaymenticon
Fig.50:CreatePayment
Step2:Entercashamountifpaymentisbeingmadebycashetc.
Step3:Clickok
DocumentstatuswillturntoPaidafterpaymentissuccessfullysettled.
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1.8.2OpenInvoices
OpenInvoicesprovidealistofallthoseinvoiceswhosepaymentisstilldueandthenumberofdays
elapsedaswell.
Fig.51:OpenInvoices
Tosettlethepayment,pleasefollowthesamestepsasinsection1.8.1
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1.8.3Creditors
Toviewallyourcreditors,thatispeoplewhohavenotsettledtheirpaymentyet,choosecreditors
fromtheopeninvoicesmenu.
Fig.52:Creditors
Youcanexaminethecreditorsdetailsaswellbyclickingonthecreditorsname.Thedetailswillbe
listedontherighthandcornerasdisplayedinfig.52above.
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1.9 Payments
Fig.53:Payments
Youcanviewallpaymentsmadeonthesystemfromthepaymenttab.Detailsofcustomercanbe
viewedaswellbyclickingthecustomersnamejustasinsection1.8.3
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1.9.1 NewPayment/CreateGeneralPayment
Tocreateanewpayment,followthestepsbelow:
Step1:ChooseNewPaymentfromthepaymentstab
Fig.54:CreateGeneralPayments
Step2:Enteramounttobepaid,say$20
Step3:Choose/entercustomername
Step4:Selecttendertype
Step5:Clickonsave
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Fig.55:Paymentaftersaving
1.9.2 PaymentAllocation
Paymentallocationisareportofallpaymentsmadeonthesystem.Allcompletedpaymentsare
recordedinthissectionexceptcreditsales,draftedandvoidedpayments.
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Fig.56:PaymentAllocations
1.9.3 UnallocatedPayments
Allnewpaymentsmadeandcashamountfromtheclosetillprocess(discussedinsection2.3Till
Management)arerecordedinUnallocatedPaymentreport
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Fig.57:UnallocatedPayment
1.9.4 PaymentTerm
Customerswhopurchasegoodsoncreditaregivenadelaytosettletheirpaymentwhichisknown
asthePaymentTerm.YoucansearchthembynameororganisationfromthePaymentterm
reportfoundunderthePaymentstab.
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Fig.58:PaymentTerm
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2.0Purchases
Purchasesfunctioninthesamewayassales.Thismoduleisusedmostlywhengoodsarebeing
boughtfromasupplier.However,theproductstobeboughtshouldalreadyhavebeencreated
beforehandinthesystemaswellasthesupplier/vendorwithwhomyouusuallyinteract.
Thevendoriscreatedinthesamewayascustomersarecreated(referto1.7.9.1)withinamodule
vendorfoundunderpurchases.
Thefollowingstepsshouldbefollowedwhilecarryingoutapurchase:
Step1:Gotopurchasesandclickonthecreateicon
Step2:Enterthevendorsnamewithwhomgoodsarebeingpurchasedinthetextboxindicatedin
fig.
Step3:Selectgoodstobebought
Step4:Checkout
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Step5:Selectyourpaymentoption.
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Currently,whenyoupurchasegoods,thestockisreadjustedautomaticallybutthiscannotbe
alwaysallowedastherecanbesomeunwantedpurchases.Thisoptionwillberevisedsothatfrom
now,whendoingapurchasethestockshouldnotbeincreaseddirectly.Thereshouldbeanoption
tovalidatethepurchaseafterreceivingtheproducts,andthenthestockisincreased.
2.1Stock
Inthissection,youwillbeableto:
(i) Viewallproductsandtheirpricesinyoursystem
(ii) Carryoutinventory
(iii) Readbarcodesdirectly
(iv) Transferstocks
(v) Confirmstocktransfers
Youwillaswellbeabletoviewthereportsforeveryofthetransactionmentionedabove:
(i) Productprices
(ii) StockMovement
(iii) Productlifespan
(iv) StockInquiry
(v) Pricelist
(vi) Inventory
2.1.1Products
Products have already been tackled in section 1.6.4. In this part, we shall look at product prices
report
Step 1: You can either type in the barcode, name or description of the product in the textboxes
providedorsimplyclickontherefreshicon.Allproductswillbedisplayedalongwiththeirprices
andquantityavailableinthesystem.
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Fig.59:ProductPrices
2.1.2Inventory
All shops need to carry out inventory at one time or the other. Posterita POS has this feature
integratedinitssystemthatwillallowyoutoperforminventorywithinafewseconds:
Step1:ChooseInventoryoptionfromthelist
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Create
Fig.60:Inventory
Step2:ClickontheCreateicon
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Fig.61:CreateInventory
Step3:Typetheproductnameinthetextbox
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Fig.62:Selectingproductforinventory
Step4:Selectproductonthecart.(Itwillbehighlighteduponselection)
Step5:Adjustthequantityasdemonstratedinthefigurebelow:
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Fig.63:Changingquantitycountofselectedproduct.
Upon comparing fig.61 and fig.62, you will notice that the quantity count of the product has
changedfrom1to2
Step6:Whenadjustmenthasbeendone,theinventorycanbecompleted.
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Fig.64:AdjustedstockReport.
Step7:ThecompletedinventorycannowbeviewedonthemainpageofInventoryitself.
Youcanhaveacloselooktotheinventorycarriedoutbyviewing.(Viewbuttonhighlighted
inredbelow)
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Fig.65:Inventory
2.0.3BarcodePrinting
Toprintthebarcodeofaproduct,simplyfollowthestepsbelow:
Step1:Selecttheproductwhosebarcodeneedstobeprinted
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Fig.66:BarcodePrinting
Step2:Youcanaswellselectoptions(Name,Description,and Price)tobeprintedalongwiththe
barcode.
Step3:Print
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BarcodeModifier
ExistingProduct
Product:
Barcode1:
Barcodescan
onlybe
deletedand
notedited
Barcode2:
XYZ
456
XYZ
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Barcode10:
SAVE
Thisnewfeatureswillallowseveralbarcodestobeassignedtoaproduct.
Forinstanceapencanhaveseveralinkcolors(red,blue,black),despitebeingofthesamemakeor
model.Thus,insteadofcreatingthesameproductseveraltimes,youcancreateonlyoneproduct
andassigndifferentbarcodessothattheycanbedistinguishedfromoneanother.
Pleasenotethatyouwillbeallowedtoonlydeletethebarcodesandnoteditthem.
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2.0.4StockTransfers
In case you want to transfer your stock from one warehouse to the other, you can do it from the
stocktransferoption:
Fig.67:StockTransfer
Step1:Clickonthecreatebuttontoperformastocktransfer
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Fig.68:CreatingStockTransfer
Step2:Selectproductstobetransferred.
Step3:Adjustthequantitiesaccordingly.
Step4:Selectthewarehousefromwhichtransferisbeingmadeandthewarehousetowhichstock
isbeingtransferred.
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Fig.69:StockTransfer
Step 5: After the necessary adjustments have been made, click on complete button. The screen
belowwillbedisplayed.PleasenotethatthedocumentstatuschangestoInProgress
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Fig.70:StockTransfer(Inprogress)
Step6:GobacktoStockmenuandselectStocktransferconfirmationfromthelist
Step7:Entertheorganizationfromwhichstockhasbeentransferredandtowhichorganization
stockisbeingtransferredinthecorrespondingtextboxes.
Step8:Clickonthesearchicon
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Fig.71:StockTransferConfirmation
Step9:Clickontheviewbuttontoviewthestocktransfer
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Fig.72:Viewingstocktransfer
Step10:Clickonthecompletebutton
Step11:Nowopenthestocktransferpageagain
Step12:Searchforthetransfercarriedoutbyorganization,movementdateanddocumentstatus
Step13:Viewthetransferasdoneinstep9
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Fig.73:CompletingStocktransfer
Step14:Completethetransfer.
Now,thestocktransferisfullycompleted.Inbrief,youneedtocompleteafirsttimewhenthestock
transferhasbeencreated,thencompleteasecondtimefromstocktransferconfirmationandthen
afinalcompleteagainfromstocktransfer.
Toensurethatthestockhasindeedbeentransferred,youcangotostockinquiryfromthestock
list.
Thestockinquiryreportwillshowanincreaseinquantityfromthewarehousetowhichstockhas
beentransferredandadecreaseinthatwarehousefromwherestockwasremoved.
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2.1Employees
Employeestab:
Fig.74:Employees
Employeesarealsouserstothesystem(e.g.Cashiers,ShopSupervisors,Salesrepresentatives).In
thecomingsection,weshallseehowtocreateusers,settheroles,.
2.1.1UserCreation
Step1:Selectusersfromtheemployeeslist
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Edit
View
Create
Fig.75:Users
Step2:Toviewexistingusersonthesystem.Clickonthesearchicon.Someusersarecreatedby
defaultwhenthesystemiscreateditself.Youcaneitheredittheexistentusersorcreatenewones.
Step3:Tocreateanewuser,clickonthecreateiconindicatedonfig.64above.
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Fig.76:Create/Editpage
Step 4: Fill in all the compulsory details. Here itself the role (highlighted of the user can be set
whetherthatlatterhasadministrativerightsorisjustanenduser.
Step5:clickonthesavebutton
Toeditanexistinguser,clickontheediticonandfollowthesamestepsasabove.
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Change
Canloadownpicture
Load
Browse
Browserreducesimage
size,max.1MB
Alldefaultpictures
What the new feature for employees does is that, users will now be able to either add a default
pictureorloadtheirownpicturewhencreatinganaccountforthemselvesonthesystem.
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2.1.2SettingtheroleofaUser
In the Roles menu you can manage the role of the employees: Create new role, Edit, View, Edit
organisationaccessorconfiguretherole.
Configure
AD_Role_ID
Edit
AD_Role_ID
Organisation
Access
Fig.77:RoleMenu
Clickonsearchtoviewtheexistingrole,somerolesarecreatedbydefault(seefig.66).
Tocreateanewroleclickonthecreateicon,youawillgetapagewhereyoucansettherole.
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Fig.78:CreateRoleMenu
Step 1: Fill in the details for the new role and check the fields which the user of this role will be
allowedtosee.
Step2:Aftercompletingtheformclickonsave.
Toeditanexistingroleclickontheediticon,clickonsavetosavethechanges.
Toviewarole,clickontheviewicon.
2.1.2.1Editingroleorganisationaccess
Toedittheorganisationaccessoftherole,clickontheicon EditAD_Role_IDOrganisationAccess.
Onthispageyoucansetwhichorganisationthisrolewillbeabletoseeandtologin.
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Fig.79:Editroleorganisationaccess
2.1.2.2RoleConfiguration
Tochangetheconfigurationofarole,followthestepsbelow:
Step1:clickontheiconConfigureAD_Role_ID,
Step2:checkthefieldneededandclickonsavetosavethechanges
Fig.80:Roleconfiguration
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2.1.3ClockIn/Out
Toclockinthesystem,selecttheclockin/outoptionfromtheemployeestab.
Fig.81:Clockin/out
Step1:EntertheuserPin/passwordintheircorrespondingtextboxes
Step2:Clickonthegreenicontoclockin.(Notethatthesameiconisclickedwhenclockingout)
2.1.3.1ClockedinUsers
Toviewalistofalltheuserswhohavealreadyclockedinthesystem,selecttheclockedinusers
option.
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Fig.82:ClockedinUsers
Clickonthesearchicontodisplaythelistofusersclockedin,thelistcanbefilteredbyorganisation
andterminal.
2.1.3.2ClockedinReport
Thismenushowstheclockedin/outreportofallusers.Clickonsearchtodisplaythelist,itcanalso
befilteredbyorganisation,terminal,userandclockedintime.
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Fig.83:ClockedIn/OutReport
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UpcomingFeature:Clockin/out
TrainingTutorial
$700
Clockoutin10mins.
Clock
out
now
Giveme
more
time
Clock
out
now
Giveme
more
time
Clock
out
now
Giveme
more
time
$800
Clockoutin5mins.
$350
Clockoutin2mins.
Fig.:Clockoutusersautomatically
Withthisfeature,thesystemwillautomaticallyclockoutusersafterthatthetillhasbeenclosed.
Theywillbesparedthehassletoentertheirrespectivepincodeandclickonclockout.Userswill
begivenaminimumof510minutestocompletetheiroutstandingtaskslikeclosingtheshop
window,closingthedraweramongstothers.
Ifauserneedssomemoretime,he/shecanclickontheGivememoretimeboxandthelatterwill
beprovidedanadditional5minutes.Inthesameway,ifauserhascompletedhis/hertaskbefore
thegivendelay,he/shecanclickontheclockoutnowboxtobeclockedoutimmediatelyfromthe
system.
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2.1.4Commission
Commission is the remuneration given to employees. For instance, Sales representatives are
awardedcommissionbasedonthenumberofsalescarriedoutbyeachofthem.
Employeesarealsograntedcommissionbasedonthenumberofhourstheywork.
Weshallseehowthesystemcalculatesthecommissiondescribedaboveinthissection.
2.1.4.1CreateNewCommission
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Fig.84:CommissionSetting
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ClickontheSearchbuttontoviewcommissionthathasbeencreatedbydefault.Thiscanbeedited
oryoucanaswellcreatenewcommission
Tocreateanewcommission:
Step1:Clickonthecreateicon
Fig.85:CreateCommission
Step2:Giveanametothecommission,e.g.test
Step 3: Set a flat percentage (A percentage which remains constant regardless of the number of
salescarriedout.)
Step4:Youcanaswellsetapercentageasperthesalesamountcarriedout.Thisissetbyadding
levels,seefig.75below:
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Fig.86:AddingLevels
Thesystemwilltakeintoconsiderationboththeflatpercentageandpercentageaccordingtosales
carriedout.
Step5:Whensettingisdone,clickonsave.
Step6:Loginastheuserwhoisentitledtoreceivecommission
Step7:Carryoutasale
Step8:Gotocommissionfromtheemployeestab
Step9:ClickonGeneratecommissionrun
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Fig.87:GenerateCommission
Step10:Settherequiredinformationoncommissionrun
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Fig.88:SettingCommissionRun
Step11:Clickok
Step12:ClickontheSearchicontoviewinformationset
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2.2CompanyPaymentProcessor
Fig.89:CompanyTab
In this section, we shall see how the payment processor works. (All others enlisted have already
beendiscussedinthebeginningoftheguide)
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Fig.90:PaymentProcessor
Step1:Youneedtogetatestaccountfromverifone.
Step2:Verifonewouldsupplyyouwiththefollowinginformation:
Client Code: 89900010001
User Name: api123
Password: 4I1txoXE
Merchant Key: C2B68519-930B-4BF3-B510-D22EA6099152
Integration URL: https://APIDemo.IPCharge.net/IPCHAPI/RH.aspx
application will send transactions to)
(the URL your
Step3:Createanewpaymentprocessor
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Fig.91:CreatePaymentProcessor
Step4:Settheprocessorconfigurationdetailsasperfig.79below:
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Fig.92:ConfiguringPaymentProcessor
Step5:Savethedetails
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2.3TillManagement
Fig.93:TillManagement
2.3.1CloseTill
Afteradayssale,youneedtoclosethetill,tobeabletoanalysetheamountofsalescarriedout.
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Fig.94:CloseTill
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Toclosetill:
Step1:Enterthevalueforcashsales,cardamountenteredandchequeamountentered(thefigures
areobtainedfromcurrentmoneyinterminalmenu)
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Fig.95:Closetill(FiguresEntered)
Step 2: Click on close till. A new page will load where the amount entered will be shown and a
receiptwillbeprinted.
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Fig.96:uponclosingtheTill
If a wrong amount is entered for cash sales, when closing till, it will appear as cash difference,
positive if the amount entered is greater than the amount in the system and negative if the
amountenteredislessthantheamountinthesystem.
Ifawrongamountisenteredforcardandchequeamount,anerrormessagewillbeshownwiththe
realamountofcardandchequewhentryingtoclosethetill.
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2.3.2CurrentMoneyinTerminal
This menu shows the cash, card and cheque amount in the terminal. These figures are entered
whileclosingthetill.
Afterclosingtill,thefiguresbecomezero.
Fig.97:CurrentMoneyinTerminal
2.3.3OpenCashdrawer
ClickontheOpenCashdrawermenutoopenthecashdrawer.Amessageonthetoprightcornerof
themenuwillpopup,showingCashDrawerOpened.
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2.3.4AdjustCashBook
Ifyouwanttomakeanyadjustmentstothecashbook,choosethismenu
Fig.98:AdjustCashbook
Fillinallmandatoryinformationandsubmit.
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2.4System
Fig.99:System
Tosetpreferencessuchaslanguage,themeamongstothers,clickonpreferences
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Fig.100:preferences
Youcansetyourpreferencesforlanguageaswellandtheme:
Fig.101:Language
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Fig.102:Theme
2.4.1RemotePrinting
Tobeabletoprintreceipts,RemotePrintingmustbeconfigured.
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Fig.103:RemotePrinting
Step1:CheckYesifyouwanttoallowprinting
Step2:SelectyourprintersnamefromPrinternamedropdown.
Step3:Chooseyourprintertype,e.g.slip9pin
Step4:CheckYesifyouwantyourcashdrawertoopenaftereverysale
Toenablebarcodeprinting,chooseyourbarcodeprinternameandtype.
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UpcomingFeature:PoleDisplay
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POLETYPE:
POLEDISPLAY:
PoleDisplay
Fig.
PoledisplayismandatoryinsomecountriesliketheUSA;thisiswhyPosteritahasdecidedtocater
forthis.ThisfeaturewillbeintegratedinthemoduleSystem.
UserswillhavetoconfigureitthesamewaydoneforRemotePrintingandsavethepreference.
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2.4.2 Offline Mode This has been disabled temporarily since it is not commercial
ready.
The offline mode enables you to continue ringing up sales even when there is no internet
connection.
Fig.104:PositionofOfflineAccess
TobeabletousePosteritasofflinefeature,youfirstneedtodownloadgooglegears(Gearsisan
opensourceprojectthatenablesmorepowerfulwebapplications,byaddingnewfeaturestoyour
webbrowser)
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2.4.2.1InstallingGoogleGears
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Step1:ToinstallGooglegears,clickonofflineaccess
Fig.105:OfflineAccess
Step2:ClickonInstallGoogleGearsonthepopup.Youwillbedirectedtothefollowingpage:
Pleasenotethattobeabletodownloadgooglegears,Mozillafirefox3.0isMANDATORY
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Fig.106:GoogleGearsPage
Step3:ClickonInstallGears.
Fig.107:DownloadGoogleGears
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Step3:Gearssetup.exewillbedownloadedtoyoursystemandyoucandirectlyinstallit.
Step4:Now,tobeabletoconfigureyourofflinemode,clickonofflineaccess.Offlineconfiguration
willstartuntilitbecomes100%
Fig.108:Offlineconfiguration
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Fig.109:Offlinemodeconfiguredto100%
Step5:SelectworkofflineoptionfromyourMozillabrowser
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Fig.110:Workoffline
Youwillobservethattheonlinebuttonwillturnredandchangestooffline,seefig.99below:
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Fig.111:Offline
Pleasealsonotethatyouperformsalesonlyintheofflinemode
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2.4.2.1.1OfflineSale
Step1:Followsameprocedureforcarryingoutsaleasdoneinsection1.7
Fig.112:OfflineSale
Step2:Checkoutafterproductselection
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Fig.113:OfflineCheckout
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2.4.2.2Offlineshortcut
Tocreate,offlineshortcut,selectofflinemenufromthepreferencestab
Fig.114:OfflineMode
Step1:Clickonshowconfiguration/status
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Fig.115:OfflineStatusandConfiguration
Step2:Selectcreatedesktopshortcut
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Fig.116:Createdesktopshortcutpopup
Step3:Chooseshortcutlocationandclickonok
Fig.117:Shortcut
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2.5Help
Fig.118:Help
Inthistab,youhavetheusermanualwhichwillguideyouthroughthesystemandifyouhaveany
queriesorneedassistanceyoucancontactusaswell.
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Fig.119:ContactUs
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2.6Dashboard
Thegoalofthedashboardistoautomaticallyandrapidlyshowtheuserusefulinformationand
otherobjectssothathedoesnothavetowastetimegettingintodetailsandcheckingthemoneby
one.
Herethedashboarddisplays:
(1)
(2)
(3)
(4)
Bestsellingitemsformonth:itemswhichhavethehighestrateofsale
Salesperlocationfortoday:displaysamountofsalescarriedoutperterminalperday
Salesfortoday:Salescarriedoutonaparticularday.
Top10locationSales(GrossSale)fortoday:Displaysthe10terminalsatwhichsaleswere
highest.
UpcomingFeature:NetSalesperEmployee
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NetSales
300
200
100
23
1 2 3
24
Time
Anewgraphwillbedisplayedinthemoduledashboardshowingthenetsalescarriedoutbyeach
employee.
Whennoemployeesarechosen,thegraphshowsdataforallemployees.Whenoneemployeeis
selected,thegraphwillshowthesalescarriedoutbythatparticularemployee.
2.7Logout
148
Tologoutfromthesystem,simplyclickonlogout.
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Fig.120:Logout
149

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About this guide........................................................................................................................................................5

1.1 About this guide

Provide the following cases

REF:[ ] [ENTER] KEYPAD

INVOKE ORDERS: KEYPAD

(the URL your

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