Upon launching the Agnitech Point-of-Sale software, the first screen that comes up is the login screen. In the lower-left corner, you should see the following icons:
Clicking the Rebuild Database icon, the system updates the database schema/structure so that it is up-to-date with the version of the software that is currently running. This is important especially if you had downloaded and installed a new version, some of the features in the new version might not work properly unless the database schema is up-to-date. As a rule-of-thumb, always rebuild the database after installing a new version of the software.
Clicking the Export Database icon allows you to export the data in your database to SQL-insert statements, which you can then use to transfer that data to another system or database. This option has been made available in order to make it easy to copy your data into a format that can be imported into another system if the need arises for that.
The process of purchasing a software license from Agnitech involves the following steps in the order that is shown below:
To login to the software, enter your username and password, and then click the Login button. The default username and password are ADMIN and ADMIN respectively. You can change the password once you're logged-in
Once you are logged-in, click the "System Administration" icon in the top-left corner of the application screen, that should take you to the System setup and administration screen, where you can setup your business information, products, taxes, email, employees, etc.
Although you cannot modify the company name and address, which are part of the license that was issued to you when you purchased the program, you can still update the company telephone, email, and website url. The company information which appears under company profile gets printed on reports, receipts, or wherever it makes sense to display that information.
To make changes to the telephone number, email address, or the website url, click the "Company Profile" button, enter the new information and click Save.
If you have not purchased a copy of the program, those fields will be locked, and you won't be allowed to change any of the information. These fields will be unlocked only for customers who have purchase a licensed.
The Bussiness Settings screen allows you to configure the global settings for your business, including the business operation hours, invoice note, printer margins, display formats, and units of measurement. Warning: Make sure you click the Save or the Save and Close button to save the settings once you have made the changes that you needed to make.
Business Hours: You can change the starting and ending time of your hours of operation for each day of the week. To change either of these values, click the cell that you want to change, and enter the time in military format (0-23 hours). For example, if the operation hours for monday are 8 AM to 6:30 PM, set the start time to 08:00, and the end time to 18:30.
Printer Margins: You can set the left, top, right, and bottom margin to exclude a percentage of these sides of a page whenever the software prints a report or a receipt. This is extremely useful for some printer drivers that do not report the correct dimensions of the page. If you notice that some of the content being printed in the software is getting cut-off, you can adjust these margins to ensure that the entire content is displayed correctly.
Formats: You can setup the way you want the software to display dates, telephone numbers, currency name, and currency symbol.
Invoice Settings: Under this tab, you can set the text of the note that you want to appear on the bottom of all invoices/receipts that you give to your customers. Simply enter the text that you want to show in the box provided. This note can contain a greeting message, announcement of specials, a holiday greeting message, or whatever text you want to appear on each invoice.
Other Settings: Under this tab, you can set the text of the measurement unit that you want the program to display for weight, size, and volume.
Under tax rates setup, you can configure up to 3 types of taxes that can be applied to all your sales. Generally, the tax rates that you configure here will be automatically calculated and added on top of the price of a product, with the exception of those products that you flag as Tax-Exempt under Product Setup. If a product is NOT flagged as tax-exempt, the system merges all three tax rates, and calculates the tax amount based on that total rate.
In some regions, there is only one type of sales tax that you apply to sales, and the rate depends on that region's tax laws. In other regions, the government might require you to add a city and/or local tax rate in addition to the sales tax rate. In such case, you may want to set the Tax-1 Rate to the sales tax rate, the Tax-2 Rate to the city tax rate, and the Tax-3 Rate to the local tax rate. You can also combinate all tax rates into a single rate, and the amount of tax applied will be the same, but then you lose the ability of being able to produce a tax report broken down by Tax-1, Tax-2, and Tax-3. Note: The effective tax rate at the time of a sale is saved as part of that sale. If you change the tax rate after sales have been made, those old sales will remain taxed at the old tax rate, and the new tax rate will only be effective on future sales.
To configure the settings of the Email account that you want this software to use to send emails out to customers, and for emailing marketing materials, click the Email Account Settings button, and enter the information as described below: (Disclaimer: This list is provided as a guideline, and should not be taken as the official source for this information.)
Currency denominations are used by the program to capture a snapshot of the money on hand at the beginning and end of a cashier's shift. The denominations are presented to the user at the time of starting and ending a cashier's shift in order for him/her to enter the count of each denomination that he/she currently have on hand. You can configure up to 12 currency denominations. If you are operating your business in the USA, the current currency denominations include a penny, a nickel, a dime, a quarter, a dollar, 2 dollars, 5 dollars, 10 dollars, 20 dollars, 50 dollars, and 100 dollars. For that, you would enter 0.01 inside the Currency-1 box, 0.05 inside the Currency-2 box, 0.10 inside the Currency-3 box, etc.
Income Types are not the same as currency denominations or payment methods. Income types are used solely for the purpose of entering the count of income by type at the end of a shift in the Gas Station software. They are not currently used in any of our other software, but we might add similar functionality to the other software in the future that will require the setting up of the Income Types. Examples of Income Types include Cash, Credit Cards, Checks, Transfers, etc. To setup the income types, click the Income Types button, click Add to add an income type, enter the name and the description of the income type and click OK. If you ONLY enter the name, the description is automatically set to the name.
Payment methods are the type of payments that you accept as payments from customers. When a customer makes a purchase, the payment(s) received from the customer must be entered with a specific payment method. Currently, the software support 6 types methods: Cash, Credit Card, Check, Gift Card, Transfer, and Other. You can attach an name to any of these methods to be displayed to the user when a payment is being entered. To add the payment methods, click the Payment Methods button, select a payment type, enter the name that you want to be displayed for selected payment type, and then click Add Payment Method. You can map a maximum of 1 name to each payment type. If you do not map a name to a payment type, the payment type will not appear in the payment screen when a payment is entered. You can also attach an image to each payment method by simply downloading your favorite image file from the internet, and save it under EzPointOfSale/images as paymenttype.gif, where paymenttype is replaced with the name that appears in the payment type dropdown list. For example, if you map a name to the Cash payment type and add it, and then save an image with the name cash.gif under EzPointOfSale/images, the image will appear along with the name of the payment method in this setup screen.
Under Printer Settings, you can configure the printer to use for the station, reports, and kitchen (This option is only available for the restaurant software). Every user can configure these independently from other users, or they can all share the same printer(s) as long as the printer they want to share is shared on the network. Following is a description of how each of these printer types is used by the software:
A cash drawer can be connected to a computer in two different ways. It can be connected indirectly by plugging it into a receipt printer, where the receipt printer is then connected directly to the computer. The drawer can also be connected directly to the computer, by plugging it directly into the computer through one of its ports.
The SMS Carrier setup screen allows you to configure the SMS email address that can be used by the software to send SMS messages to a particular customer using the carrier that the customer has service with. Once you have configured these carriers, you can then assign one of these carriers to each customer in the customer setup screen. The customer profile includes a field to enter the cellphone number that the customer wants you to use to send him/her SMS messages. When you enter that number, you must also select the carrier that services that cellphone number.
To setup SMS carriers, click the "SMS Carrier Setup" button, click Add to add each carrier, and then enter the carrier's name, the prefix in case that specific carrier requires a prefix to be pre-pended to the cellphone number in order to send SMS messages to any of their numbers, and most importantly, the Email domain of that carrier. Below is a list of some of the most popular carriers: (Disclaimer: This list is provided as a guideline, and should not be taken as the official source for this information.)
|Carrier Name||Prefix||Email Domain|
Consent terms are the terms of the agreement that you would likely establish with your customers. The terms can be anything from restrictions, to exclusions, etc. You decide what type of terms you would like to dictate your business relationship with your customers, and then add these terms under the Consent Terms setup screen. At this time, this is being treated as just a placeholder for these terms, and they are not currently being used in the software. Future releases might implement new features that might take advantage of these terms to tie them directly to your customers and their relationship to your business.
Although customers can be added at the time when an order is being created, you can also add existing customers ahead of time by clicking the "Customers" button, entering the information for each customer you wish to add, and then clicking the Save button. Every time you click the Save button, the customer information that you have entered or modified gets saved, and the screen is then cleared to allow you to enter more customers. If you click the Save and Close button instead, the information that you entered gets saved, and the customer setup screen is closed.
The following is a description of each of the fields that make up the customer information:
Job titles is a list that you can use to associate a title with an employee. A job title can be any name that you choose to designate a specific job role. For example, you can create the following titles (Manager, Supervisor, Owner, Cashier, etc), and then assign one of these to each employee when you add the employee record under Employee Setup. There is no significance to these titles other than helping you to easily identify what each of your employees role is.
To add, update, or delete a job title, click the Job Titles button, and then click Add to add a new title, enter the title name and click OK. To change the name of an existing title, select the title from the list, and then click the Edit button, enter the new name and click OK. To delete a title, select the title from the list, and then click the Delete button.
To add an employee in the system, or edit an existing employee record, click the Employees button, and then select the Setup option from the dropdown menu. If you are adding a new employee record, simply enter the new employee information and then click Save or Save and Close. If you want to update the information of an existing employee, click the Find Employee button to find the record of the employee that you want to update, select it from the list and then click Select. In the Find Employee dialog, you can search for a specific employee record by the employee's first or last name, telephone number, or date of birth.
The following is a description of each of the fields that make up the employee information:
To setup an employee's work schedule, click the Employees button, and then select the Schedule option from the dropdown menu. By default, the Employee Schedule screen displays the schedule of all employees for a single day; you can click the day button at the top of the screen to view the schedule for a different day of the week. This view allows you to quickly maintain the schedule of one specific day of the week for multiple employees. If you just want to view the schedule of one specific employee for the entire week, click the Select Employee button to choose the employee, and once the selected employee schedule is displayed, you can change the start and end time for each day by clicking the button under Start or End Time.
You can track vacations and time-off taken or scheduled to be taken by employees, by clicking the Employees button, and then selecting Vacations/Time-off from the dropdown menu. By default, the screen displays all scheduled vacations/time-off from today's date until one year later. You can choose a different date range to view past vacations by clicking the the Start and End Date buttons to select the dates, and then click Filter to show the vacations that fall within the selected date range. You can also filter by employee by clicking the Select Employee button, and then selecting the employee that you want to filter by. To add a new entry, click the Add button, select the employee who is taking the vacation/time-off, select the start and end date, enter the number of days that the employee will be out, if the employee has already used this vacation/time-off, check the Already Taken box, enter an optional note and click OK. To update an entry, select the entry from the list, change the entry information and click OK. If you entered a record by mistake, and you now want to delete it, select the entry from the list, and then click the Delete button to delete it.
Labor records track the hours between the time an employee punches in and out. By default, a labor record is automatically created whenever an employee punches out. You can also manually create, change, and delete labor records from the Labor Hours screen. To view and maintain labor records, click the Labor Hours button. You can view the labor records for any range of dates by selecting the range start and end dates, and then clicking the Filter button. To add a labor record manually, click Add Entry, select the employee from the dropdown list for whom you wish to add the record, set the Punch-In and Punch-Out date and time, and then click OK; a new record will be added and the labor hours for that record will be automatically calculated. You can also modify existing records by first finding the record you wish to modify, select it, and then click Edit Entry. If you wish to delete a record, find the record and select it, and then click Delete Entry.
Payroll entries track every payroll record that you entered for each employee. The payroll items must be entered manually every time you pay your workers. You can then generate reports of your payroll for any range of dates. Each payroll entry includes the Gross Pay amount, the Net Pay amount, and a list of the deductions that we made against an employee's gross pay. To view and maintain payroll records, click the Payroll Entires button. You can view the payroll records for any range of dates by selecting the range start and end dates, and then clicking the Filter button. To add a payroll record, click Add Entry, select the employee from the dropdown list for whom you wish to add the record, set the Pay date, enter the Gross and Net pay amounts, enter the deductions name and amount for every amount that was deducted from the Gross pay, and then click OK. You can also modify existing records by first finding the record you wish to modify, select it, and then click Edit Entry. If you wish to delete a record, find the record and select it, and then click Delete Entry.
To add an supplier in the system, or edit an existing supplier record, click the Suppliers button. If you are adding a new supplier record, simply enter the new supplier information and then click Save or Save and Close. If you want to update the information of an existing supplier, click the Find Supplier button to find the record of the supplier that you want to update, select it from the list and then click Select. In the Find Supplier dialog, you can search for a specific supplier record by the supplier's name, telephone number, or address.
The following is a description of each of the fields that make up the supplier information:
To send out marketing emails and/or SMS messsage to your customers who have opted in for receiving marketing material, click the Email and SMS Marketing button. You can email/SMS all customers, or you can filter by those with specific first name, last name, or company name. If you enter any of these filters and then click the Filter button, only those customers whose name partially matches the filter value(s) that you entered will be shown, and then you can click the Send Emails or Send SMS buttons to send the messages to the listed customers. In order for the Email messages to be successfully sent, you must have already setup the Email account to use to send these emails. In order for the SMS messages to work, you must have assigned an SMS carrier and SMS number under customer setup, to each of the list customers.
In order for this program to be able to process credit card payments with a payment processor, you must first establish a merchant account with a payment processor/gateway (Please use the Sign Up button on this screen to establish a merchant account that will work properly with our software), and then configure the account information assigned to you by the processor/gateway in this program under the Payment Gateway setup. Currently, our programs only support the Authorize.Net gateway, so you will need to establish an account with this gateway in order to process credit card payments through our programs. To configure your Authorize.Net account, click the Payment Gateway button, and enter the following information:
In this screen, you can create new gift certficates, view, or delete existing certificates. To create a new certificate, click the New Certificate button and enter the information as described below. To view an existing certificate, click the Select Certificate button, a list of all certificates will be shown, find the certificate that you want to view and click Select to view it. You can also look up a certificate by its number if you know the number; you can do that by clicking the Find Certificate By Number button, enter the certificate number and click OK. Once you have a certificate that was previously saved shown on the screen, you can delete it by clicking the Delete Certificate button.
Following is a description of the fields that make up the gift certificate information:
Cash Tips are tips that your employees receive outside of tips that are included in credit card payments. Normally, tax laws require employees to track all cash tips that they receive in order to report them on their tax returns. Each employee can report their cash tips by logging in using their own credentials.
To view existing records, you can select the date range for the records that you want to view. To select the date range start date, click the Start Date button and select the date from the calendar. To select the date range end date, click the End Date button and select the date from the calendar. Whenever you select a new start or end date, the list is automatically refreshed to show only those records that were entered between these two dates.
Expenses are payments that you make to vendors, utility companies, and any other types of payments that result in reduction of your business revenue. Being able to track your expenses gives your the ability to consolidate your gross and net revenue, and gives you the tool to be able to produce reports for your accountant and the tax authorities. To view the list of expenses that you reported during a specific range of dates, click the Start Date button and select the start date, and then click the End Date button to select the end date, all expenses that you entered between the start and end dates that you selected are shown in the list on this screen. If you wish to modify an existing record, or delete a record, select the record from the list, and then click Edit Expense to update the selected record, or Delete Expense to delete it.
Following is a description of the fields that make up an expense:
Refund History displays all refunds (cash, check, ....etc) that you issued to your customers. For example, if a customer purchased an item and then returned it by mail, the returned item causes a credit to appear on the customer's balance, if you issued a payment to the customer to refund that credit amount, you should add a refund entry in this screen to track it. If you do not do that, this system will have no way of determining how to account for this amount. To view the list of refunds that you issued during a specific range of dates, click the Start Date button and select the start date, and then click the End Date button to select the end date, all refunds that you entered between the start and end dates that you selected are shown in the list on this screen. You can also view the refunds that you issued to a specific customer; you can do so by clicking the Filter By Customer button and selecting the customer, only those refunds that were issued to this specific customer will be shown. If you wish to modify an existing record, or delete a record, select the record from the list, and then click Edit Refund to update the selected record, or Delete Refund to delete it.
Following is a description of the fields that make up an refund:
Payment History displays all payments received from customers, including those that you enter in the order screen, payments that you received by mail or otherwise, and payments for layaways. This screen allows you to view all payments made during a specific range of dates, and payments received from a specific customer. To view the list of payments received during a specific range of dates, click the Start Date button and select the start date, and then click the End Date button to select the end date, all payments received between the start and end dates that you selected are shown in the list on this screen. You can also view the payments received from a specific customer; you can do that by clicking the Filter By Customer button and selecting the customer, only those payments that are tied to the selected customer are shown.
If you wish to delete a payment, select the payment record from the list, and then click the Delete button to delete it. If the payment you deleted is a credit card payment, and the payment was authorized through a payment processor, a VOID transaction request will be transmitted to the payment processor to refund the payment to the customer, and then the entry will be permanently removed from this system. If the payment you deleted is a gift card payment, the associated gift card balance is updated to credit the amount back to the gift card.
Returns History displays all the returns that you processed for all your customers. The returns include those that are tied to specific invoices, and other returns that were processed without a receipt. To view the list of returns processed during a specific range of dates, click the Start Date button and select the start date, and then click the End Date button to select the end date, all returns processed between the start and end dates that you selected are shown in the list on this screen. You can also view the items that were returned by a specific customer; you can do that by clicking the Filter By Customer button and selecting the customer, only those returns that are tied to the selected customer are shown.
If you wish to delete a return record, select the record from the list, and then click the Delete button to delete it. Deleting a return record results in the amount of the return record to be added to the associated customer balance. For example, if the amount for the return record is $20, and the customer balance before deleting this return record was $50, the balance will be adjusted to $70 after the record is deleted.
The sales cost base screen allows you to view and update the cost associated with every product that you have sold. This cost affects how profit amounts are calculated. If you suspect that the profit amount being calculated is incorrect, view the cost amount recorded for each sale, and make the needed changes to these amounts if necessary. You can change the cost of a specific entry by double-clicking the entry, or by selecting the entry and clicking the Update Cost of Selected Item button, and then enter the correct cost amount. You can also change the cost base of all sales of a specific product, by selecting the product first, and then click the Update Cost of All Shown Items to specify the correct cost for that product.
The Data Import feature allows you to import into this system, data that came from other systems, as long as the data is formatted as pipe-delimited '|', or is stored in Excel (.XLS) files. Excel .XSLX files cannot be imported at this time. The type of information that you can currently import, includes customers, suppliers, employees, products, and product parts.
To import data, make sure the the data files containing the data meet the following constraints:
For data stored in text files,
|Target Column||Source Column#|
|5||ADDRESS LINE 1||4|
|6||ADDRESS LINE 2||5|
If your business is divided into multiple departments, we recommend you add these department names under the Department Setup. By entering these departments in the system, you can then assign a department to each employee so you can quickly look up what department an employee belongs to.
To add, edit, or delete a department, click the Department Setup button.
To add a new department, enter the name of the new department, enter an optional location in store to describe where the department is physically located inside your business, and then click Save or Save and Close.
To modify the name or location of an existing department, click the Edit Department button to select the department you wish to modify, change the name and/or location as needed and then click Save or Save and Close.
To delete a department, click the Edit Department button to select the department you wish to delete, and then click the Delete button.
Before you can add your products under Product Setup, you must have already created the categories for those products you wish to add. Every product must be created under a specific category. Categories can also be added directly from the Product Setup screen.
To add, edit, or delete a category, click the Category Setup button.
To add a new category, enter the name of the new category, enter an optional sort order number. The sort order number allows you to control the order in which to display categories on the Product Setup and the Order screens. Click Save or Save and Close to save the new category.
To modify the name or sort order of an existing category, click the Edit Category button to select the category you wish to modify, change the name and/or sort order as needed and then click Save or Save and Close.
To delete a category, click the Edit Category button to select the category you wish to delete, and then click the Delete button.
Adding the catalog of products for services that you provide, products that sell, and products that you rent out, should be your top priority when setting up this system. Without setting up your products, you will not be able to create orders, process returns, bill customers, etc.
This system allows you to set up your products as services, as rental products, or as sellable products. A product can be serialized or non-serialized.
A Serialized product is one that you track each individual instance of the product by its serial number. Every serial number exists once and only once in this system. A serialized product is NOT tracked by its quantity. When a seialized product is sold, it is simply marked as UN-AVAILABLE. When a serialized product is returned, it is simply made AVAILABLE again.
A Non-Serialized product on the otherhand, is tracked by the quantity that you have on hand; that means, this system will automatically deduct the quantity sold from the available quantity whenever the product is sold. When a customer returns a non-serialized product, the returned quantity is added to the quantity that your have on hand.
When you flag a product as serialized, you must add at least one part to the SKU. When you add a part, you will have to assign it its own UNIQUE serial number. You CANNOT assign the same serial number to multiple parts, even if they belong to different SKUs.
Let's go ahead and add a rental product that will be serialized, a service product that is NOT serialized, and a non-serialized sellable product. To do that, click the Product Setup button and follow these instructions:
Note: Before adding products, your must first add the categories that you will be assigning to each of the products that you will be adding. You can add a category right from within the Product Setup screen, and then you can assign the category to the next product that you add, all from the same screen.
A product add-on is a group of one or more optional features that a customer add add to the product he/she is purchasing when placing the order for that product. For example, if you sell computers, you can offer customers the ability to swap the hard-drive that comes with system to a higher capacity drive at an additional cost; and you can also offer the ability to swap the memory to a different memory type and/or capacity. To do that, you have to create a product add-on called something like 'Computer Add-ons', and then add two groups of upgrades under that add-on, hard-drive upgrade and memory upgrade. Under each group, you can specify the upgrade options that you offer, and the additional charge for each option.
Let's create the product add-on that we described above, and see how to setup a product to include this product add-on so that the system will automatically offer this add-on whenever this product is ordered.
Now that we have create the product add-on, we must assign it to the computer products for which we want to offer this type of upgrade. To do that, you open the Product Setup screen, select the product that you want to assign this Add-on to, select the add-on from the Product Add-on dropdown list, and then click Save.
Once the product add-on has been associated with a product, the order screen will automatically prompt the user to select the upgrade(s) offered under the product add-on whenever the product is added to the order.
Inventory adjustments are adjustments that you make to the quantity of a product in order to account for a quantity that went missing, or a quantity that you have o-hand, but you cannot determine how it got there. In order to make inventory adjustments, click the Inventory Adjustments button, click the Select Product button to choose the product that you will be making quantity adjustments to, the product that you choose will then be shown in the title of the grid, and all the previously entered adjustments for the selected product will be shown in this grid.
A purchase order is an order that you create in order to send to a supplier to purchase products from that supplier. The purchase order will list all the products that you're ordering, the quantity of each product, and the price that you expect the supplier to charge you for each unit.
To create or update a purchase order, click the Purchase Orders button.
To create a new purchase order, click the New Order button, select the supplier to whom you want to send this purchase order from the list, or click the New Supplier button if the supplier has not already been added in this system.
To edit an existing purchase order, click the Find Order button to select the order from the list, or click the Find Order By Number to enter the order number that you wish to edit if you know that order number.
Once you have made all the changes that you wanted to make, click the Save button to save the changes. You can then print the purchase order to send a copy of it to the supplier by fax, etc, or you can directly email the purchase order to the supplier by clicking the Email Order button. The Email Order option will only work if you have already configured the Email Settings, and you entered an email address for the supplier under the Supplier Setup screen.
If you want to delete the displayed purchase, click the Delete Order button.
To enter the products that you received from a supplier into this system so that it is able to track the inventory of each product accurately, click the Receive Inventory button. There are two ways to enter these products, you can reference the purchase order associated with the shipment, or you can enter the received products without referencing a PO. Normally, you send out a purchase order to a supplier, and then the supplier fulfills your order and send you the items that you ordered. In such case, make sure you reference the purchase order for the items you're about to enter by clicking the Purchase Order button, and then enter the purchase order number when prompted. If the items your received are not tied to a purchase order, click the No Purchase Order button. Note that when you click the Purchase Order button, the system will still allow you to enter individual items you might have also received in the same shipment, but were not on the original purchase order.
To enter an item from the purchase order, you must first select the specific item from the list, and then click the Receive PO Item button. To enter an item that is not tied to a purchase order, click the Receive Non-PO Item button. When you're about to enter the first item from the shipment, if you had clicked the Purchase Order button, the system should've already prompted you for the purchase order number, which is also tied to a specific supplier, so the system already knows the supplier. If, however, you clicked the No-Purchase Order button, the system does not have any knowledge of the supplier that shipped you these products, it will then prompt you for the supplier name as soon as you try to enter the first Non-PO item. It will also prompt you for the supplier invoice number and the date of the shipment.
Again, to receive a PO item, click the Receive PO Item button, enter the quantity that you received, enter the cost per unit, and then click OK. The quantity under the Received Quantity column for the selected PO item will be updated to reflect the newly received quantity. To receive a Non-PO item, click the Receive Non-PO Item button, you must in this case enter the product sku, name, the quantity you received, and the cost per unit. Because the Non-PO item you're entering is not tied to a specific PO item, the system cannot automatically determine what product it is, so it prompts you for the product sku and name. The sku that you enter must match with a sku that already exists in the system. Repeat these steps to enter every item that was shipped to you, and then click Done when finished.
You can view all the shipments that you had entered in the Receive Inventory screen by clicking the Received Inventory History button. This screen displays the individual records of every item that you received under Receive Inventory. You can filter what gets displayed by selecting a specific date range, or you can select a specific supplier to view that items that you received from that supplier. If the quantity of a receievd item was entered incorrect, you can fix it in this screen by first selecting that item from the list, and then click the Edit Item button to enter the correct quantity. If you had entered an item by mistake, you can select the item, and then click the Delete Item button to delete it.
The order capture module is used to checkout customers. Using this module, you can enter new orders, view exiting orders, post payments, issue refunds, and more. The main purpose of this module is to provide businesses the ability to capture, maintain, and track customer orders. By entering each order in this software, you can track customers billing, payments, refunds, returns, and more. You can also generate reports based on the orders that you enter, which gives you visibility to the purchases that customers made, which helps you determine which products are popular, and adjust your business strategy to take advantage of this gained knowledge so that you can make educated changes to improve your sales and profits.
To create, view, or update an order, click the Order button, the order capture screen is displayed to allow you to create new orders, view and/or modify existing orders, add payments, and issue refunds.
When the order screen is displayed, it is ready to capture a new order, you can simply start adding the items that a customer ordered, select the customer for whom the order is being created, enter the payment(s) that you received from the customer, and then save the order.
Items returned by customers can be entered in one of two ways. If the customer has a valid receipt for the items that he/she wishes to return, you can click the Customer Returns / Receipt button. If the customer is returning items, but does not have a receipt, you can enter those returns by clicking the Customer Returns / No Receipt button.
This point of sale software comes with a feature that allows you to create and maintain quotes. Quotes are very similar to orders; except, you cannot apply payments or refunds to them, and the items you add to the quote do not show up in any of the sales reports, balance sheets, etc. They are only shown in the quote itself, and no where else in this system. Once a quote is created, it can be printed and sent or given to the customer. A quote can be converted to an real order with a click of a button, saving you the effort of re-entering the order if the customer decides to order the items shown on the quote, you simply retrieve the quote and click the Convert to Order button to convert it.
To create a quote, click the Quote button to open the Quote screen.
Upon logging in, you are presented with a menu of options, which allows you to create and manage orders, report cash tips, enter expenses, open the cash drawer, etc.
The Dine-In option takes you to a screen which allows you to choose a table to seat the customer, and from there, you can create an order for the assigned table, view orders of other tables, and so on.
The Delivery Order option prompts you to select or create the customer record for whom you will be making a delivery, and then it will take you to the order capture screen so you can create the order. For delivery orders, you must select or enter the full information of the customer, including name, address, and telephone number. The Walk-In customer option is NOT available in the case of delivery orders.
The Pick-up Order option prompts you to select or create the record of the customer who will be picking up the order. You can select the Walk-In customer option, or you can enter or select a named customer record. Once you have selected a customer, you will taken into the order capture screen so you can complete the order.
The Bar Tab Order option prompts you to select or create the record of the customer who will be seated at the bar. You can select the Walk-In customer option, or you can enter or select a existing customer record. Once you have selected a customer, you will taken into the order capture screen so you can enter the initial order.
The Edit Order option allows you to lookup a specific order by the order number. When prompted, enter the number of the order you want to view or edit, and then the software will display the requested order in the order capture screen. You will ONLY be able to modify the order if it has not yet been settled.
The Pick Order option allows you to select an order from the list of all orders that are stored in the system; you can apply search and filtering to find the order you are looking for, and once you have located and selected the order that you want, the system will open the order in the order capture screen. Again, you will ONLY be able to modify the order if it has not yet been settled.
The Report Cash Tips option allows an employee to report the amount of CASH tips the employee received on a particular day. This allows you to track cash tips by employee for tax filing purposes.
The Expenses option allows you to enter an expense as a result of a payment made to a vendor, contractor, etc, and the system can track all these expenses for you so you can later generate reports showing these expenses as part of your cost control.
The Open Cash Drawer option allows you to open the cash drawer that is currently attached to your computer, or to a receipt printer that is attached to your computer. You will be prompted to enter a reason for opening the cash drawer.
The Punch-In option allows you to have the software track the time you showed up to work. When you click the Punch-In option, you will be promted to enter the username and password that were assigned to you by your administrator or manager. You should always punch in as soon as you show up to work so that your work hours are tracked accurately.
The Punch-Out option allows you to punch out at the end of your work shift, this will allow the system to determine the number of hours that you have worked from the time you punched in, until the time you punched out.
The Start Shift option allows you to start a cashier session, and enter the denominations of the money that you had on hand before starting the shift. After clicking the Start Shift option, click the Login button to enter your login password, and then the count of each denomination of money that you currently have on-hand
The Close Shift option allows you to end a cashier session, and enter the denominations of the money that you ended up with at the end of your current shift. After clicking the Close Shift option, click the Login button to enter your login password, and then the count of each denomination of money that you currently have on-hand under the ENDING MONEY column. The STARTING CASH should have already been populated from the information you enter when you started your shift.
When an order is created, the items on that order are flagged with the NON-SHIPPED status. This status allows the system to track which items on which orders have been fullfilled, and which have not. The process of shipping orders requires you to process un-shipped orders through the Ship Order screen. When you do that, the system flags each item that you shipped with the SHIPPED status, and can then adjust the available quantity of the product accordingly. This also helps you easily lookup what orders you have already shipped to the customer, and which ordered items still need to be shipped. To ship orders, click the Ship Order button. If you already know the order number of the items you want to ship, click the Select Order button. If you do not know the specific order number, but you want to find out what orders have not yet been shipped, click the View Unshipped Orders button to get the order numbers of those unshipped items; you can then click the Select Order button to select the order(s) based on those order number(s).
When an order is displayed, you can indicate the quantity that you're about to ship for each item by entering the quantity under the Qty To Ship column. When you're done entering all the quantities being shipped, click the Save button to save the changes. The Shipped Quantity column will be updated to reflect the quantities that you shipped.
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