Cash Machine Manual TO PRINT THIS MANUAL DO THE FOLLOWING: From the dos prompt where you unzipped this file type: type manual.txt > lpt1 (Press Enter) ************************************************************************* This manual is very skimpy - and a LOT of the real powerful things of the system you will NEVER know, unless you register. Please let me know via E-Mail about changes you would like to see for your specific country.!!!! Should you want to become a Provider to distribute this product but with the advantage that you can sell Hardware - Support Contracts and Support Calls - Contact Theo Pistorius at fax: 27 12 323-5705 (South Africa) or use the following: Compuserve: 100100,762 Internet: nazcasof@global.co.za WANTED!!! - BIG PROVIDERS TO ESTABLISH REGIONAL OFFICES IN MOST COUNTRIES To Register: Mail $80.00 (U.S) to: T.G Pistorius P.O BOX 8041 HENNOPSMEER 0046 SOUTH AFRICA ************************************************************************* Depending on the feedback and response from users, the system will will see a major upgrade once a year. Welcome to the Power Till [Cash Machine] Point of Sale system. This system is designed to make your life as easy as possible and to help you to take complete control over your business. The system is Network ready and will cater for as many workstations as you wish - Prefered Network - Novell Minimum System Requirements: 386 AT Computer with 2 Meg of Ram. 40 MHZ clock 1.2 Floppy or 1.44 Stiffy Drive 2 MB of drive space for Installation and of course depending on how much business you do at least 5 MB per year to provide for history of sales etc. Dos 5 or better with HIMEM.SYS activated in the CONFIG.SYS file. THIS IS VERY IMPORTANT!!!!!!!!!!!!!!!!!!!!!! FILES=59 or HIGHER MUST BE IN THE CONFIG.SYS FILES=59 or HIGHER MUST BE IN THE CONFIG.SYS FILES=59 or HIGHER MUST BE IN THE CONFIG.SYS FILES=59 or HIGHER MUST BE IN THE CONFIG.SYS FILES=59 or HIGHER MUST BE IN THE CONFIG.SYS FILES=59 or HIGHER MUST BE IN THE CONFIG.SYS FILES=59 or HIGHER MUST BE IN THE CONFIG.SYS FILES=59 or HIGHER MUST BE IN THE CONFIG.SYS If you had less files than this in your config.sys you must first reset your machine for the changes to take effect. ******* IMPORTANT NOTES TO THE SYSTEM ****** ALWAYS QUIT THE SYSTEM BEFORE YOU SWITCH OFF - ELSE YOUR DATA OR INDEXES MIGHT CORRUPT!. 1. Your Printer must ALWAYS be on-line with paper inserted. 2. Press F10 key to swap between code/alpha description at any stage in the system when stock, debtors, or creditors are accessed and the user wishes to locate a record, but knows either the code or the alpha description. 3. Press F9 to clear a pick listing. You will find that this option is very handy when you are busy with an invoice which contains many items and you wish to view the items already charged. Press the F9 key and the Stock item display will dissapear. 4. The CAPS LOCK key must ALWAYS be on whilst searching in a listing. 5. A User can sell on Description or via PLU/BARCODE. When creating an User [Sales method - D ] will give a pick and search fascility via a Pick List. [Sales method - S ] will only give a entry box for PLU or Barcode. 6. Multi Track must be Y - when the system is used in a Restaurant 7. Re Index the files if your system all of a sudden does not want to work. 8. After testing the system you would like to clear out your junk data to start the system for real. Press the ALT & K key. The secret password is "oerknal". Do not give the password to your staff as it will wipe out data. (This will not affect your stock, departments, creditors or debtors.) Only the sales history, transactions etc. will be set to 0. 9. ALWAYS MAKE SURE THERE IS AT LEAST ONE USER WITH A STATUS OF 5, ELSE YOU WILL LOOSE YOUR SUPERVISORY FUNCTIONS - I.E NEVER DELETE THE SUPERVISOR JUST SET A PASSWORD FOR THIS USER, OR CREATE A USER WITH A STATUS OF 5. 10. Once you have "played" with the system for awhile you would collect junk data. In order to clear the junk financial history, use the combination ALT-K keys. The Password is "oerknal". BE SURE TO REMOVE THIS LINE FROM MANUAL.TXT as vindictive employees might ruin your history if they know the password.(ALWAYS GOOD TO BACKUP ON A REGULAR BASIS! ***** HOW TO INSTALL THE SYSTEM 1. Make a directory of your choice i.e. md\epos 2. Copy the epos.exe file to the directory 3. Type Epos and press enter - the files will now self extract ****** USING THE SYSTEM FOR THE FIRST TIME ******* CD\EPOS PRESS ENTER Type : master and press ENTER. The system will now start and prompt the user with a list of three pre-defined users: Supervisor Cashier 1 Cashier 2 With the hilite bar on Supervisor [press Enter] The system will prompt for a Pass Word. There is no Pass Word set at this stage. This can be done at a later stage. To continue [press Enter]. The system will now present the user with the Main Menu, with the hilite bar stationed on INVOICE. In order to aquante yourself with the menu system, use the left,right,up and down arrow keys to View the different menu options available. The Main Modules Available are: Invoice Admin Stock Debtors Statistics Creditors Quit ------- ----- ----- ------- ---------- --------- ---- 1. Invoice ---------- Invoice - the Point of Sale entry module of the system Job Cards - Job Card Point of Sale system. Create User - Create new users to work on the system. Edit User - Change the status or delete a user. Slip Message - The messages that will print on your Slips,Invoices and Statements. Company Details - Your Company Details that will be printed on the documentation. System Setup - Here you will set your four discount rates, if required, change the vat rate and round all the selling prices to 5, 10 or any rounding off cent value again, if required. Press ENTER. The system prompts: Full Debtor Invoice? N If you require that your Invoices should be printed on a full page then type Y and press ENTER. Please read the NOTE and should you require futher assistance please phone us. If you wish to print a slip and not and invoice then leave the default as N and press ENTER. Sales Monitor - Select this option and view the daily sales of any sales outlet. Cash Monitor - Select this option and view the cash takings for the day Client Mode - This option will allow your clients to view the selling price of any stock item. This option will only be used in a network situation where a work station can be placed at a strategic position in the shop to allow your clients to type in or scan a stock item number to determain the selling price. The code to exit from this option must be entered in the System setup option. 2. Admin -------- Cash Up - Each cashier must use this option to Cash Up after the transactions for the day. Please note that you can the user must have the right in CREATE USER in the INVOICE MODE to enable him/her to cash up. If not, cash up must be executed by the SUPERVISOR. View Cost Centre - If you have different users and different cost centres, the daily summary per cost centre can be viewed here. Print Vat Report - Print the VAT report to complete your VAT return for the period. View Income Journal - View the total sales, cost and profit for the day or previous days. View Sales Journal - View is all the transactions processed by the cashiers. View Payouts - View payouts by the Cashiers if you allow them to do pay outs from the cash register. Monitor Cashiers - This is quite unique. The supervisor can view, at any stage, the actual cash amount in the different registers. This allowes the supervisor to remove excess cash from the registers. Index All Files - This should be executed if you experience a Power Failure or if the system does not respond correctly - i.e. not being able to locate a stock item etc. It is good practice to Index the files at least once every two weeks. GP per period - Use this option to print a report to establish the Gross Profit generated between any two days, or for any specific period. Purge Sales Journal - This should be done very seldom and with care. The option will purge the sales history. Once purged, GP and Z reading print outs as well as stock history will not be available for the period older than the purge date. Z Reading - This option produces an exact print out of all the transactions done by a cashier for any given day, even past readings. 3. Stock -------- Stock Receive / - This module can be used only after you Return have created your stock items. You will enter the stock receipts here, the amounts and cost prices of the received stock commodities. You will also use this option to return stock to a supplier. Create Item - Use this option to create new stock items Edit Stock - Edit Stock Items Create Department - It is essential to group your different Stock Items in the departments. Use this option to create the different departments. Stock Reports - A selection of pre-defined Stock Reports are available under this option. You will note that a report writer option has been installed for your convenience. With the report writer you can create your own very complicated and exact reports which we do not provide on your stock file. Global Replacements - This option should be used with caution. The main purpose of this option is to globally change V.A.T. rates, update Retail prices in one go, etc. Price Adjustments - Use this option to alter to cost price of an item. Stock Level Adjust. - Use this option to alter the quantity of a stock item. 4. Debtors ---------- Create - Create your Debtor account here. Edit/Delete - Edit and change details of your Debtor account, or delete the account if no longer required. Payment Receive - Post payments received from your Debtors here. View Account - Use this option to view the details of a Single Debtor Account. Reports - Various Debtors reports such as statements, Agex Analysis etc can be printed via this option. Journal Credit - Use this option to Post a credit journal or credit correction. Journal Debit - Use this option to Post a debit journal or debit correction or invoice. 5. Statistics ------------- All of these options gives you vital information on your stock such as best sellers, worst sellers, stock value etc. 6. Creditors ------------ Create - Create a creditor account here, anything can be created, even your phone bills etc. Total control of all of your company payments can be done via this option. Edit - Edit/Delete creditors account. Enter Invoices - Enter all of your purchase or other credit transactions with this option. Do Payments - Enter here the nature of the payments you make to any of your creditors. Reports - Various creditor reports - such as creditor statements, Input Vat, etc. Edit Invoices - Rectify mistakes with this option. Credit Note - Post a credit. 7. Quit -------- This is where you will exit from the system to exit to DOS. The above briefly describes all the different options available on the system. A more detailed description of each function will now follow. ****** FIRST THINGS FIRST - WHAT YOU MUST DO BEFORE YOU CAN USE THE SYSTEM ****** 1. Create your company details. Use the arrow keys and select the INVOICE menu and place the hilite bar on Company Details. Press ENTER. Continue and re-type your details over our pre-defined example to insert your own company details. 2. Create your discount structure on sales. Use the down arrow key and move the hilite bar onto System Setup and pres ENTER. Continue and set your discount rates if required. These rates will be used when you invoice a stock item at Point of sale ( P.O.S.). Also select your debtor invoice size ( A4 or till slip paper). Should you select A4 size you will need to install an extra printer port LPT2 on your machine as well as an additional printer. The normal port LPT1 will be used to print slips (110mm wide). 3. Create your Stock Departments. Use the right arrow key and move to the Stock Menu. Use the down arrow key move the hilite bar onto Create Department and press ENTER. A display appears reflecting: Department Markup %P1 Markup %P2 Markup %P3 The hilite bar is stationed on NEXT RECORD. Press the A to Add record. The hilite bar moves to Department and you can now type in a department name then press ENTER and type in a default markup % P1 to P3. These % markups will be on the COST PRICE of stock items that you will create in this department. Note that you can create THREE diffrent markups. Markup%P1 will always be applicable on CASH SALES. You can use P1 to P3 to charge you CLIENTS who buys from you on CREDIT. These markups are just guidelines. You can price each product that you allocate to a department individually. Press F10 to save the department. The system prompts: Save changes? YES NO If you select NO and ENTER. The department will not be saved and the hilite bar moves back to DEPARTMENT. If you select YES and ENTER. The system prompts: Carry contents of current record forward? NO YES If you select NO and ENTER. The hilite bar reverts back to DEPARTMENT and the field is empty. If you select YES and ENTER. The hilite bar reverts back to DEPARTMENT and display the details of the previous captured record. . To EDIT a department: Place hilite on NEXT RECORD. Press ENTER until you view the department that you wish to edit. If you missed the department, use your down arrow key and select PREV RECORD. Press ENTER and move through the records until you locate the department you wish to edit. Now: Press E and EDIT the department. Press F10 to save the alteration. To DELETE a department: Locate the required department, see EDIT above, but press D for DELETE in stead of E. The record will still display on the screen, but as soon as you exit and return to this option you will note that the deleted department is gone. [NOTE! Ensure NOT to delete a department which contains stock records] Continue and create all the departments in your store. You can always come back later and add more departments should you require to do so. 4. Create your Creditors ( Suppliers) Use the right arrow key and move to the Creditors Menu and Press ENTER on Create. Create as many of your suppliers possible in this section. The creditor Account number will be automatically created for you. It will consist of the first three alpha digits of the company name and a number. Upon completion use the ESC key and exit the Creditors Module. 5. Create your Debtors ( Clients) Use the arrow keys and select Debtors. Press ENTER on Create. Continue and create all your debtor accounts. Type in as much of the requested details as possible. Remember, you can always return at a later stage to complete the remaining details. You have now created all the required records to commence operation of the system except for STOCK RECORDS which requires a details explaination. Stock Creation -------------- This is most probably the most important part of your retail business and this will also take the longest to create if you are not lucky enough to have a stock file on your computer. We, at Power Till, can convert your present stock file to cater for our system. Because the system is Network ready more than one person can enter stock records at the same time. By default the system is shipped with 3 created users: Supervisor Cashier 1 Cashier 2 The cashiers, however, can only do sales and will not be able to help you enter the stock, unless you change their status. In order to change the status of a cashier or to add more users to the system use the arrow keys and move to the "Invoice Menu". To create additional users press ENTER on "Create User" and allocate STATUS 1 to this user. If you wish to edit a user select the Edit User option. Press E for Edit and alter the record. Select Cashier 1 and 2 and change their status to 1. This will allow them to assist you to create the stock records. You can also now alter cashier 1 and cashier 2 to the actual names of your cashiers. Once you have created your stock records you must return to this option and reduce their status back to 0. You are now ready to create your stock records. Select the Stock Menu and choose: CREATE ITEM Before you commence creating stock records please note the following: 1. You must first decide how you wish to group your stock items. We refer to the creation of departments as explained above. 2. NOW continue and view your stocks critically. If you buy in bulk are sell the bulk purchases in smaller quantities ie. single, half dozen, dozen etc. quantities, you must first create a master record for the bulk purchase and then link your different selling combinations to this master file. (See create a master record below) 3. If you are selling stock items which carries a deposit or create levy i.e. cold drink bottles, you must create a DEPOSIT CRATES or DEPOSIT BOTTLES department first and then create deposit items for all these different deposit charges and link them to the deposit department. How will these deposits work? Let us look at an example: Say that you sell wine in 375Ml bottles. You buy the wine from your supplier in crates containing 24 units. The supplier charges you for the crate and also a bottle deposit. You, in turn, wish to sell the wine as single bottles, half dozen and per dozen and per crate, each with a different unit cost. To record this correctly you must do the following: a. Create a Department with description WINES BOTTLES b. Create a MASTER record with description WINE BOTTLES 375ML PER 24 for the bulk purchase and link this record to the WINES BOTTLES department. c. Create a department for DEPOSITS CRATES and DEPOSITS BOTTLES. d. Create stock records for the CRATE DEPOSIT and for the BOTTLE DEPOSIT and link these to the applicable departments. You can now proceed and create your stock items from which you will sell one, six, twelve or twenty four bottles. e. Create a stock record with description WINE 375ML for your single wine bottle sale. Link this record to the MASTER CODE and the BOTTLE DEPOSIT CODE. Do the same with the six and twelve pack quantities and for the twenty four pack sale also link the record to the CRATE DEPOSIT CODE You may now continue to read, in detail, how to create a STOCK RECORD. Select CREATE. Press the ENTER key. The system prompts: Is this a Master Item? NO YES What is a Master Item? A master record is created to control stock commodities where the packaging is done in bulk quantities, but the commodity is sold as single or more units which are usually less than the bulk quantity as shipped by the supplier. i.e. Cooldrinks are shipped by the supplier in cases of twenty four tins. You can sell these drinks per tin, per half dozen, per dozen or per case of twenty four. You may want to price the sale of a case cheaper than single tins. In this example you will create a master file for the bulk purchases ( Case lots) and then create stock records for the one and more tins that you wish to sell as units which you link to the master. If you sell a roll of PVC pipe per meter you will not create a stock master record for the item. If, however, you decide to sell the PVC pipe in pre-cut one meter, ten meter, twenty meter etc. etc. lengths you will create a master file first for the roll of PVC pipe and then create stock records for all the different lenghts which you link to the master. Why create a Master Item ? The creation and use of a master item in your stock records will greatly assist you as follows: a You can create stock records to sell the commodity in multiple quantities without having to allocate stocks to all the different records. b You can capture your stock receipts in boxes, creates ect. in the same format as shipped by your supplier, thus eliminating conversion errors. c The stock take listing will only reflect the master stock item and will convert you single units back to container units thus allowing you to count your stock in bulk quantities i.e. boxes creates ect. in the same format in which they were sold by the supplier. CREATING A MASTER RECORD So,if the stock item you wish to create is delivered and stored in bulk and sold in different quantities we suggest that you say YES at the above prompt. Press ENTER. Supplier Code: Enter the stock code as per your supplier if this code differs from the PLU code ( Price Look Up ) code that you will allocate to the stock item. PLU Code: Enter the stock number that you wish to allocate to this stock item. It can be the same as the Supplier code above or any other code. Again this is a MASTER record and you will not sell via this record. It is important that you choose a familiar code when you create the records which you will link to this master as most of your sales will be done by using this code. Description: Type in a description of the stock item. Units Packed: Enter the quantity per box, crate, meters per roll, etc. Cost per purchase unit:Enter the BULK cost of the units. i.e. If an item is packed per dozen and the unit price is R1.00 type in R 12.00. V.A.T. Rate : If a 0 rated item type in 0 else press ENTER and continue. Department : Press the ENTER key twice. A display of four of the departments that you have created previously appears on the screen. To enable you to locate the required department with minimum scrolling, type in the first or first few caracters of the required department and press ENTER. Scroll further with the up/down arrow keys, place the hilite bar on the required department and press ENTER. Minimum Stock Level: Enter the minimum stock level in Single units. Maximum stock level: Enter the maximum stock level in Single units. Current Stock on Hand: Enter the current stock on hand in Single units. Supplier: Press the ENTER key twice. A display of the creditors that you have created earlier appears on the screen. Type in the first or first few caracters of the required supplier's name, press ENTER and use the up/down arrow keys to locate the correct creditor. With the hilite bar placed on the creditor's name, press ENTER. The system will now prompt: Create another Item YES NO Press ENTER and continue to create another master stock record. Use the right arrow key, select NO and ENTER to quit. CREATING AN ITEM LINKED TO THE MASTER ITEM : We have explained that the a master file is created where the packaging of the item is done in bulk and differs from the selling quantity. To enable you to sell the goods stored in in the master file ( You will note that you cannot sell goods out of a master file at point of sale ) you will have to create another stock item which you must link to the master file as follows: Select STOCK MENU and then CREATE ITEM. Press ENTER. The system prompts: Is this a Master Item NO YES Select NO and ENTER. The system prompts: Link this to a Master? NO YES Select YES and ENTER. The system prompts: Warn User to Charge Container Deposit? No Yes If Yes the cashier at point of sale will be advised that a container deposit should be charged. Select No or Yes and press ENTER. The system prompts: Warn User to charge Bottle/Other Deposit? No Yes If Yes the cashier as point of sales will be reminded to charge a deposit. Select yes or No and press ENTER. Type in the following: Supplier Code: Type in the supplier reference number for the stock item. This number can be the same as your PLU code but it may differ. Let us look at an example: If you were trading in computer hardware, the monitor that you are now looking at can be purchased from different suppliers. The monitors will all be approx. the same sizes, but different suppliers will have different names I.E. Intex, Synco, Mercer etc. etc., each with different cost prices. In your stores you would like to place all your monitors in one location area and on your stock file you would also prefer to group all the different monitors together for easy location at point of sale. To accomplish the above you will do the following: 1. Enter the main supplier code into the supplier stock code field. Use the supplier reference as PLU code and add a two digit alpha code at the end of the stock number. Say the supplier is Mercer. Main Supplier Number.Alpha Code 1234567.me ( For Mercer) -- 2. Enter the supplier code of your next supplier into the supplier stock code field. This will most likely differ from 1. above. Create a PLU stock number as follows: 1234567.in ( For Intex) -- Contine and create stock numbers for all the different monitor suppliers, each with each own supplier reference and a PLU code 1234567.and __ suffix code. If you now continue and view the stock numbers at piont of sale you will note that they are all grouped together and for re-ordering purposes, each stock item contains the stock reference number of the different suppliers. Bar Code: Enter or scan the product bar code, if you use scanners at the point of sale. PLU Code Enter the stock code/Plu number that you wish to use. It is important that you choose a familiar code, as most of your sales will be done on this code. Description: Type in a description of the stock item. Master Code: Press ENTER. A list of all the master files available will appear. Select the master file you wish to link to this record. [Hint] The screen displays only the first TEN master items, First the Master Code and then the Master description. If you know the Master code and the code is not displayed, type the first digit or first few digits of the code. A.. Search for: window appears. Press ENTER. The screen moves closer to the required master code. You can now use the up down arrow keys and locate the correct master code. The more digits of the code you enter, the closer to the required code you will will get. If you know the description and not the code of the master code, Press the F10 Key. A window... Order set to Alpha ... will appear. Continue, as above and locate the required master item by description Units to Sell?: Enter the quantity that you wish to sell as a unit. This can be one or any other quantity. You will note that the cost price will appear automatically in the cost field once you have entered the units to sell. The cost is derived from the unit cost recorded in the master file times the quanity entered into the units to sell field. * [Note: Once you have entered the units to sell quantity and pressed the ENTER key, you cannot return via the up arrow key and change the entered quantity only. You MUST go one step further back and again select the MASTER CODE. You may then continue and enter your new units to sell quantity.] Container Deposit Code: Select the applicable deposit code which you have created previously. Bottle/Other Deposit Code: Select the applicable deposit code which you have created previously. Retail Price 1 2 3 The three selling price levels ( which includes V.A.T. ) also appear automatically on the screen, based on the default mark up % set in the department record ( See Create departments ). You can over ride these markups and enter a new selling price if you wish to do so. REMEMBER!!! This price INCLUDES V.A.T. ----------- Open Price at P.O.S. If N - Cashier cannot override price If Y - Cashier CAN change the price. CREATING A STOCK ITEM WITH NO MASTER ITEM LINK This stock item is usually received and sold in the same package format as shipped by your supplier. The creation of the record is the same as above with the exeption that you type NO at the IS THIS A MASTER ITEM prompt and also NO at LINK THIS TO A MASTER. Stock Editing ------------- The editing function of the system will save you a lot of time, especially if you stock file is large. This function requires further explanation. Select the stock module and then the EDIT STOCK option. Press ENTER. The first record on file is displayed. A menu on the left hand side reflects the following options: Next Record Prev Record Search File Key Search Tableview Hardcopy Viewmemo Build Query Field Order Edit Record Add Record Memo Edit Delete Quit Although this function allowes the user to execute a number of function such as query build options, our discussion will only centre around the LOCATING of a record, EDITING and DELETING of a record. Let us view to above options in more detail: Next Record Use the up down arrow keys and place the hilite bar on Next Record. Now press the ENTER key. The records in the file appear one by one on the screen, each time you press the ENTER key until you reach the last record in the file. Prev Record Use the down arrow key and move the hilite bar to Prev Record. Press the ENTER key. The records in the file will appear one by one in reverse until you reach the first record in the file. Always use these two options to locate the record that you require. Search File This option will allow the user to locate a record quicker, especially when the stock file is large. Use the arrow keys and place the hilite bar on Search File. Press ENTER. the following window appears: [ Search for:] Field contents to match Query march End of File Beginning of file Deleted Records Memo Contents Never Mind Select Field contents to match. Press ENTER. All the fields in the stock record will appear. You can now select the Code, Barcode, Supplier's code or Description to conduct your search. Use the up/down arrow keys and place the hilite bar on the required option.Press ENTER. The locating options will appear on the screen. For our purpose you will use the options: $ contains S starts with E ends with $ contains Select this option to locate records which will contain your specified request i.e. Select Description under field contents and the select $ contains under locate record. Now type in the search you wish the conduct, say you would like to view all the records which contains the word WINE. Type in WINE and ENTER. The system will locate each record where the word WINE appears in the description. S starts with / E ends with Here it is obvious that your search will be confined to a a starting caracter/s or ending caracter/s of the selected field. Field Order Use this option to sort the fields in different positions. Edit Record Once you have located the record you wish to edit via the options explained above, select EDIT RECORD and press ENTER. Use the up/down arrow keys and edit the record to you desire. Delete Record Locate the record you wish to delete. Select this option and press ENTER. The record, although still displayed is deleted. Press ESC to EXIT. **** NOTE Never use the EDIT option to create a new record.**** Continue and create all your stock records. You are now ready to sell your goods. INVOICING --------- Select the invoicing option and select SLIP MESSAGE. Enter a message that you would like to be printed at the bottom of the slips, Invoices and on your statements. The Point of Sale ----------------- Select the Invoice Menu, use the arrow keys and place the hilite bar on INVOICE. Press ENTER. The Invoice Mode Screen appears. Training of a cashier takes approximately 10 minutes. It is extremely easy to to do sales with the Power Till Cash Machine. How to do a sale ---------------- 1. Cash Sale Press 1 or ENTER on "Cash Sales". A pick list of available stock items will appear. The user will note that only 10 items are listed at a glance. To search and locate the required stock item, simply type in the first two or three digits of the stock code, PLU (Price Look Up) or Barcode or trigger the scanner on a barcode and press ENTER. The system will locate the stock item as close as possible to the required stock code. (P.S the more digits you type in at search mode the closer the hilite bar will come to your item. Obviously, if you type in the full stock code, the hilite bar will be placed on the stock item that you require.) Once the correct item is hilited press ENTER. The required item will appear on the screen and display, under Qty, a value of 1. If you selected the incorrect stock item enter a 0 here. The system will ignore the item. If you are happy that the selected item is correct, enter the correct quantity sold. [NOTE! the system will not allow you to sell more items than what you actually have in stock. Some users might find this a bit irritating in the beginning but the forced discipline will only help you to take better control of your business.] After entering the qty the hilite bar flashes on a one digit field with a 0. This is the Discount field and depending on how you set up your discount rates (See CREATING A STOCK ITEM ) a 1-4 entered here will give the client the appropriate discount. By default no discount is given. Press ENTER to continue. The system will now return to the stock pick list. Choose the next item, if necessary, or press escape when you are finish with the sale. Hint: If the wrong item was picked and the cashier did not enter a 0 under qty, the item can be voided by picking the same stock item, and under qty enter a - (minus) qty for this article. The system will remove the incorrect item from the clients slip and it will not be listed as a voided item. [If the same article is rung up twice the system will add the two transaction together on the printout i.e. Coke 1 2.00 = 2.00 Coke 1 2.00 = 2.00 Will become: Coke 2 2.00 = 4.00 If the user rings up a large number of stock items and wishes to see what has been charged already, press the F9 key. To search on description rather than Code press the F10 key. When finish press the F10 key again and the system will revert back to searching on Code. To end-off an invoice press escape. The cursor will move to the Post Payment option. Press ENTER and choose the method of payment. 1. Cash 2. Credit Card 3. Cheque Only when option 1 cash is chosen will the computer prompt for the amount tendered. Enter the amount the client tenders and the system will reflect the amount of change that should be returned to the client. If a cash drawer is linked to the system it will now open automatically. [Please contact Power Till for cash drawers and interfaces for the cash drawers.] The system will not, by default, print a slip for the client. If the client wants a slip press Y or use the right arrow key and select Ye3s in order to print a slip. 2 Account Sales To do account sales selesct the Account Sales option instead of the Cash Sales. Pick the client and complete the sale in the same manner as Cash Sales above. When doing Account Sales the system will always print a slip/invoice. 3 Other Options in the Point of Sale Module 4 - Show Income - Select the option and Press ENTER to view the cash takings for the day, or since the last Cash Up. 5 - Price Lookup - Select this option view the price on any item. Press F9 or F10 to locate the required item in the same manner as explained under cash sales invoicing. 6 - Pay out Cash - This option is used when a cashier wishes to pay out cash of the till.(Unless Disabled). A reason for the cash withdrawal must be entered before the user can exit this module. How to do a credit via the Point of Sale when an article -------------------------------------------------------- is returned: ------------ 1.Returns from a Cash Sale client. If a cash client returns a purchase the transaction is executed in the same manner as if it was a cash sale, BUT enter the qty as a - (MINUS). The system will now generate a credit note and the stock will be corrected. At "Amount tendered" press ENTER in order to open the cash drawer and refund the client. 2.Returns from an Account Sales client In the case of an Account Sale, select 2 - Account Sales and process a credit for the returned goods in the same manner as above. Ensure to enter the qty (quantity) as a - MINUS. A credit note will be posted to the client's account. Barcode Labels - The Power Till Cash Machine can print Bar Code labels for any of your stock items should you wish to sell stock via a Barcode reader. Shelve Labels - Use this option to identify your shelves with a label should you wish to do so. Retail Labels - Use this option to print retail labels which can be attached to each individual stock item.