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User Manual - EPOS 4 Excel

1. Quick Product 7 Quick Product 8 Quick Product aa SSCP y M Show Quick Products on the Sales Screen Exit i4 4 gt gt Quick Products 3 fe Ready al EPOS4Excel v1 3 0h Microsoft Excel o X few Developer 9 o P X gt ij Sale No 1 Carrier Bag Price Description Total Till Sales Today Ui Previous Sale Change Gift Wrapping Payments Cancel Sale Home Delivery Postage Time 15 04 Date 06 07 2012 Sales Assistant Martin Print sales Change Change Till Change receipts Printer Number Assistant Hal m gt i SA 10 O st 3 Tog l xy 67 2012 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 46 Page Deleting a product from the product list To delete a product from the product on the products screen click the delete a product button Enter the item code of the product you wish to delete The product will be deleted from the product list Warning If you delete a product then the product data and stock levels will be wiped and you will not be able to retrieve this data so it is advisable to back up your data first Clearing the product list Sometimes it may be necessary to clear the product list and start again with a blank one eg If you take temporary shops to conferences you may take different products to different conferences and so at the start of each confere
2. Option Option Location Notes Stored E4E Product prices include or exclude tax Tax Settings via EPOS settings screen Choose the relevant options IMPORTANT This will affect the content of receipts and some other E4E functions See the tax settings section of this manual for more details EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 112 Page Discount Options Option Option Location Notes Define discounts reasons Discount reasons via EPOS settings screen Add the different reasons for sale or item discounts in the left hand column These will be chosen on the item price change window or payments window NOTE These may appear on a receipt Force user to give a reason for discounts Discount reasons via EPOS settings screen Option ticked user will have to give a reason for a sale discount Option unticked user can add sale discounts without giving a reason Force user to give a reason for item price changes Discount reasons via EPOS settings screen Option ticked user will have to give areason for an item price change Option unticked user can change item prices without giving a reason Security Options Option Option Location Notes Enable security Security settings via EPOS settings screen Restricts access to various functions of E4E Allow sales assistant to complete re
3. 12 No Surrender of Others Freedom If conditions are imposed on you whether by court order agreement or otherwise that contradict the conditions of this License they do not excuse you from the conditions of this License If you cannot convey a covered work so as to satisfy simultaneously your obligations under this License and any other pertinent obligations then as a consequence you may not convey it at all For example if you agree to terms that obligate you to collect a royalty for further conveying from those to whom you convey the Program the only way you could satisfy both those terms and this License would be to refrain entirely from conveying the Program 13 Use with the GNU Affero General Public License Notwithstanding any other provision of this License you have permission to link or combine any covered work with a work licensed under version 3 of the GNU Affero General Public License into a single combined work and to convey the resulting work The terms of this License will continue to apply to the part which is the covered work but the special requirements of the GNU Affero General Public License section 13 concerning interaction through a network will apply to the combination as such 14 Revised Versions of this License The Free Software Foundation may publish revised and or new versions of the GNU General Public License from time to time Such new versions will be similar in spirit to the present version but ma
4. According to HMRC guidelines for mixed VAT products we need to apportion the monetary discount needed to buy x and get the y cheapest free amongst the items in the deal in proportion to the original item prices Ix Price of item x after apportioning 1 Dg T b Ye De DP DHE multiplier x 7 Therefore the monetary discount we need to apply to each item price in the deal to give x items with the cheapest y free price is equivalent to multiplying each individual item price in the deal by 7 The item prices will then be apportioned appropriately according to HMRC rules for mixed VAT products Multiplying each item price by 7 means we find the actual price each item was sold for We can then calculate the VAT due on the individual items in the deal by using these altered item prices and the VAT fraction method outlined above Procedure for applying deals and discounts For a complex sale basket we need to combine deals and discounts off the whole sale together To work out the final effect on the item prices in the whole sale after all discounts and deals have been applied use the following procedure We can then calculate the VAT due on the individual items by using these altered item prices and the VAT fraction method outlined above 1 Apply any deals due on the sale basket first Calculate the effect of any deals on individual items prices for each occurrence of a specific deal in the sale basket
5. EPOS4Excel v1 3 0h Microsoft Excel o wf 8 vo P Anea 23 EPOS a 4Excel Item Code Quantity Item Price Tax Class Line Price 2 50 TO 2 50 4 49 T20 4 49 4 49 T20 4 49 2 50 T20 2 50 Heee M 4 gt Current Sale lt Ready Sub Total 13 98 Description FRERKK Absolute Absolute real lives Till No 1 Sale No 1 Total Till Sales Today Previous Sale Change Payments Cancel Sale New Customer Orda Open Cash Drawer Reprint previous Product Search a sales receipt Options Lock Screen Time 14 33 Date 06 07 2012 Sales Assistant Martin Print sales Change receipts Printer Number Change Till Change Assistant ila gt i Sa 100 g For some computers with a smaller resolution on the monitor this may be a problem The way around it is to adjust the zoom of the Excel window to less than 100 using the slider or buttons at the bottom of the window EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 37 Page 5 Stock Management Functions EPOS 4 Excel includes basic stock management features which means you can track stock levels of items For accurate stock levels you must import your initial stock levels into E4E before you start selling See the section of this manual on setting up E4E for use for further details about importing initial stock levels To access the stock man
6. Loose match searches for those item codes which include the search term but not necessarily exactly eg Searching item code for 1234 will find the single item with a code of 1234 and it will also find an item with a code of 61234 Why might the loose match be useful If you can only partially read the barcode of a product because it has been damaged then you can search for the partial section of the barcode which you can read to find the product details Another possible use could be If the item codes of all products from a single supplier begin with say the same 7 digits eg 9781365 then a loose match search for these 7 digits will find all items from that single supplier NOTE The AND OR search option is not available when searching for item codes EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 48 Page Description Description 2 and AND OR when searching in item descriptions you can Description 3 search options choose to find all results that contain eg test AND bed or all results that contain test OR bed NOTE Descriptions are always searched based on a loose match In other words searching for those descriptions which include ALL the search terms but not necessarily exactly eg searching description for test bed will find item descriptions with the words test AND OR bed however it will also find item descriptions containing
7. War hl Current Sale J You will then be shown the product search results screen with a list of products related to your search terms Click on the item code SKU for the product you wish to add to the sale Click the copy SKU to current sale button you will be asked if this product is for a prepaid order and then you will be returned to the sales screen with the item s code having been added to the sale basket If the product is not found you can always click the new product search button to try searching again e oe Home Insert Developer Sort By Qty In Stock i tme orommien sutirormainaen maru enere neon Low to high W 4 W Product Search Results Ready 73 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 27 Page Item Autocomplete Tli id Bis EPOSSExcel vi Af Microsoft Excel o g Fie Home Insert Page Layout Formulas Data Review View Developer F o Z a GS EPOS 4Excel Till No 1 Sale No 1 Item Code Quantity Item Price Tax Class Line Price Description Total Till Sales Today 0 00 Previous Sale Change 0 00 Payments Cancel Sale New Customer lat Open Cash Drawer Reprint previous Product Search z sales receipt Options Lock Sereen nemcode ume 17 28 Autocomplete Date 25 08 2012 Sales Assistant Martin Print sales Change Change Til Change receipts Printer Number Assista
8. 1 Enter the item code that you wish to record a new delivery for 2 Enter how many or how much eg how many kilograms of that item has been delivered 3 The stock levels will now be updated to take into account the delivery EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 39 Page Importing multiple deliveries in one go Importing initial stock levels If you have many items delivered at the same you do not have manually enter the delivery details of each single item Create an Excel workbook XLS or XLSX with the following columns no column headings Column A SKU item code Column B quantity of the item delivered Click the import multiple deliveries button on the stock levels screen and choose the file you have created with the delivery details E4E will now import these multiple deliveries and update the stock levels accordingly You can use the import multiple deliveries process for setting up the initial stock levels of a shop 1 Make sure all products in the shop have been added to product list Reset the stock levels to zero 3 Create an Excel workbook containing the item code and initial stock level for that item in the shop as above 4 Then using this workbook deliver all the items in your shop as above Your initial stock levels for your shop will have been set up as NOTE You can only deliver products that already exist on the product list If you are delivering a ne
9. 1 Fixed a bug with the Buy X different for Y deal which meant that EPOS4Excel would sometimes apply the deal even if there were X items but not X DIFFERENT items 2 Fixed a bug where the end of day till reconciliation totals did not show totals for payment type 5 3 Fixed a bug where if you used E4E to make sales continuously over a period that spanned two dates then E4E did not update the date on the sales screen or start a new sales data file EPOS 4 Excel v1 0 1 14th December 2011 Fixes 1 Fixed a bug which meant that monetary and percentage discounts were not being calculated properly EPOS 4 Excel v1 0 8th November 2011 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013
10. Daily customer order data Show the contents of data System data product list deals list receipt message storage folder files will be stored Backup sales orders and eee C EPOS4ExcelData Browse Return to Options H 4 gt h File Settings J Ready 2J oe The sales data and orders data will be found in the data storage folder for E4E To find this on the EPOS settings screen click the file settings button You will find the storage folder details on this screen Either navigate to this folder manually to access the files or click on the show contents of storage folder button to open a window showing the files in the storage folder E4E data files are named as follows If you choose a sales data file for each till salesDDMMYYYYTX CSV where DDMMYYYY is the date when the sales were made and X is the Till number upon which the sales were made This is a comma separated values file If you choose a single sales data file for all tills salesDDMMYYYY CSV where DDMMYVYYY is the date when the sales were made This is a comma separated values file If you choose to create a back up sales data file salesDDMMYYYYTX bak OR This is a comma separated values file and is a duplicate of salesDDMMYYYY bak the sales CSV file The customer orders data file ordersDDMMYYYY XLSX where DDMMYYYY is the date when the customer orders enquiries were made This is an Excel workbook file If you save the sales data under the system date the
11. The details of all showing orders should now print EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 55 Page Editing a specific customer order z id Bi Fie Home Inset Page Layout Formulas Data Review View Developer Team A K20 bd F Customer Orders Options Choose Order Order Date 03 10 2012 eT 44 gt h Orders Options 3 0 f Ready bar CGH s00 If you know the specific date and order number of an order you wish to edit you can edit the order details quickly as follows 1 Click the edit an order button on the customer orders screen 2 Choose the date of the order 3 Enter the order number for order you wish to edit 4 Click Ok 5 The order details will be shown and you can edit them 6 Click save to keep any changes or cancel to discard any changes you have made EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 56 Page 8 Discounts and deals In E4E we distinguish between deals and discounts e Discounts are added by the sales assistant during a sale They can be discounts on individual items percentage off an item price item price change or discounts off the whole sale percentage discount off the whole sale monetary discount off the whole sale e Deals are sales promotions that are added automatically by E4E when a specific group of items appear in the sale basket ie buy X for Y by X
12. Y e Buy X or more of the same item and change item price to Y The way you define the selection of products the deal applies to is by using an alpha numeric deal code eg a a1 sd3 etc EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 58 Page 1 Inthe first column of the first free row enter a deal name maximum 25 characters if you type more than 25 characters E4E will reduce it to 25 characters This deal name will appear on the receipt when the deal is used 2 Inthe relevant column enter a deal code to represent the specific deal type eg enter a1 in the Buy any X and get the cheapest Y free to represent an instance of this deal type 3 In columns X and Y enter the numeric values for the specific instance of this deal eg for buy any 3 and get the cheapest 1 free enter 3 in column X and 1 in column Y The deal code is now set up and you now just need to link the products you want the deal to apply to with this deal code see below To save the changes you have made click the save changes button Your changes will not be kept if you do not save the changes Important things to note about deals are e Only one deal code can be entered per row on the deal codes set up screen e A product can only be linked to one deal code at a time e Deals cannot be used with products which can be sold in non whole number quantities e Ifyou are using E4E on a network then setting up the deals
13. Berja en haamana eee eT 100 To redeem a gift voucher either scan its barcode or manually enter its voucher code into the gift voucher code box Pressing the enter key in the gift voucher code box automatically redeems the voucher If you click the balance button you will be told the balance of that gift voucher and it won t be redeemed Vouchers are not fully redeemed till you click the complete sale button cancelling the sale will leave gift vouchers unredeemed NOTE When manually entering the voucher code you don t have to worry about typing capital letters E4E will automatically transform all lowercase letters to capital letters NOTE Some barcode scanners automatically add an enter key press to the end of barcodes they scan and so scanning the barcode into the gift voucher code box will automatically redeem them In this case if you wish to just check the balance of gift voucher then manually enter the voucher code and click the balance button NOTE If the gift voucher has expired then E4E will inform you of this There is no option to reactivate expired gift vouchers NOTE If you are redeeming pre printed gift vouchers as well as E4E gift vouchers in the same sale Enter the amount of pre printed gift vouchers being redeemed in the gift voucher payment box BEFORE redeeming any E4E gift vouchers After you have redeemed E4E gift vouchers you won t be able to change the amount in the gift voucher payment box You can choo
14. Cash 5 45 REPENS Change Due 0 00 Cash 6 54 Code VAT Rate A 20 Excl VAT 4 54 VAT 0 91 You were served by Martin Till No 1 TXN BS19082012T1N4 Date 19 08 2012 Time 17 22 49 Thank you for shopping with us Visit our website at www ourwebsite com Receipt for prices including tax EPOS 4 Excel v1 5 2 Website epos4excel weebly com Change Due 0 00 A 20 You were served by Martin Till No 1 TXN BS19082012T1N3 Date 19 08 2012 Time 17 22 02 Thank you for shopping with us Visit our website at www ourwebsite com Receipt for prices excluding tax Martin Stokley 2011 2013 78 Page Editing tax classes codes The tax settings in E4E should be edited so that every tax class code that appears on your product list also appears in the tax class settings WARNING Changing the tax settings in the middle of a sales session could cause problems with the sales data as the same product could be sold at different tax rates To edit the tax class settings on the EPOS settings screen click the tax settings button 1 Inthe first column edit the Tax Class codes 2 Inthe second column edit tax rates linked the tax class codes 3 Click the Return to options button The tax class code in the first column can be any combination of characters This code is used to link products to a specific tax rate The tax rate in the second column must be a percentage to a maximum of t
15. Payment Method 5 The different payment types the customer used to pay for the sale eg cash card etc Payment Method 1 will be the first payment type the customer used Payment Method 2 will be the second payment type the customer used If a customer uses less than five payment types then unused payment methods will be left blank in the sales data NOTE If you choose to record the nominal code and not the payment type in the sales data on the EPOS settings screen then this column will contain the nominal code identifying the payment method and not words describing the payment type EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 97 Page Payment Amount 1 Payment Amount 2 Payment Amount 3 Payment Amount 4 Payment Amount 5 The different payment amounts the customer used to pay for the sale ie Payment Amount 1 will be the amount the customer paid using Payment Method 1 and so on For any unused payment methods the payment amount will be left blank in the sales data NOTE Payment amounts will only appear on the first row of the sale in the sales data NOTE Payment amounts in the sales data are the actual amounts that the sales assistant enters in the payments box However the cash payment amount will be the cash amount entered in the payments box less any change given Therefore if a customer pays for a 9 sale with a 10 gift token the cash payment amount in the sales da
16. To choose change the location of the storage folder Gi d 9 Bis EPOSMExcel vl Af Microsoft Excel gt o g Home Inset Pagel yout Formulas Data Review View Developer vQ Pz On the file settings screen found via the EPOS settings screen click the browse button next to the folder name and change the storage folder location as appropriate You will need to repeat this process on every instance of E4E running on the network ie on every till so that they all point to the same folder E4E is now set up for use on a network When you import products etc these will now be accessible to every instance of E4E running on the network EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 118 Page Appendix B The full software license for the EPOS 4 Excel workbook GNU LESSER GENERAL PUBLIC LICENSE Version 3 29 June 2007 Copyright C 2007 Free Software Foundation Inc lt http fsf org gt Everyone is permitted to copy and distribute verbatim copies of this license document but changing it is not allowed This version of the GNU Lesser General Public License incorporates the terms and conditions of version 3 of the GNU General Public License supplemented by the additional permissions listed below 0 Additional Definitions As used herein this License refers to version 3 of the GNU Lesser General Public License and the GNU GPL refers to version 3 of the GNU General Public L
17. When you first open the E4E you may see a security warning that the file indicates that macros which have been disabled OR that some active content has been disabled Enable macros or the active content for the E4E workbook if you are given the option to T ad s EPOShExcel v1 51 Microsoft Excel baa Home Imset Pagel yout Formulas Data Rewiew New Developer Team eQ ce s ae g Kj gt a amp Calibri eu A A rm 2 Ge Insert Delete Format Clipboard EPOS Options Sales Sales Training Mode Exit NOTE To print out receipts make sure the printer you wishto K 17 N s Hl Options 5 6 Ready wom 100 7 Alternatively you can enable macros manually for all Excel workbooks not just the E4E workbook in the follow ways EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 12 Page Excel 2010 First click the Excel File Menu and select Options from the left sidebar In options select the Trust Center from the left sidebar and click the Trust Center Settings button on the main window Now in Trust Center Settings dialog window select Macro Settings from the left sidebar choose the Enable All Macros option and hit OK Excel 2007 Click the Microsoft Office Button Ea and then click Excel Options Click Trust Center click Trust Center Settings and then click Macro Settings Click the options that you want ie Enable all macr
18. ceeceeeseceesceceeeeeesaeeeesaeceeeeeceaeeeeaeeneaeeesaes 140 Repairing your Excel installation cccccccsssssscecececsesesseaeeececesseseaeseeeeecesseseeaeseeeesseeseeseaeeeeeesseeegs 141 Appendix H EPOS 4 Excel Version History cccssscccsssseccssssccsssseesseseees 142 EPOS 4 Excel v1 5 2 25th May 2013 vicceccccscsssssesssrsssssssssecessssussssucesssssarsvsnssvssavsnsnsrsstsusavsnsessses 142 EPOS 4 Excel v1 5 1 30 April 2013 oon tet lei Sean at ee oh lets toma tncd Biel Je os 142 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 8 Page EPOS 4 Excel v1 4 4 21 January 2019 os eickdcciiots beaches ealertiwial ddidealioaeas 143 EPOS 4 Excel v1 4 3 5 December 2012 cccsccscssesessssssvssssvsrssssussssvsnsstsusassvsnssssesassvsnsssstensavsnsassses 143 EPOS 4 Excel v1 4 2 13 November 2012 secccscessscsssssssesecrssssvssssvsessssesassvsnssssesarsesncssstsusansneassses 143 EPOS 4 Excel v1 4 1 8 October 2012 sisvc sisccbesacctel sed dave tusesesiviedsvanielsci uals Madea annls 144 EPOS 4 Excel v1 3 1 26 July 2O12 scccccuasccste asses lesataticesniens eae suibe pases oes tebe dee tiapaulelnauesiciden 145 EPOS 4 Excel v1 2 3 24th April 2012 ccccceccscessecsssessesssessessssessessssessesussessssussesassncsssassncetsassneeseess 146 EPOS 4 Excel V1 1 26th JANUCrY 2O12 oeccccccecsscccceessccecesscccccssssesecsessesecsessessessssesecsesseceesssaeceesnees 147 EPOS 4 Excel v1 0 1 14th
19. columns in the sales data cells may contain more text than is visible when you first open the sales data in Excel If you highlight the whole column and select the wrap text option in Excel then any extra text in the cells will become visible EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 100 Page Understanding the different item prices that appear in the sales data E4E enables you to store various different item prices in the sales data Here we clarify the links between these prices Prices Include Tax Gross Prices Exclude Tax Net NOTES Item Product List Price which includes tax Gross Item Price Before Sale Deal Disc Gross Item Price After Sale Deal Disc Item Product List Price which excludes tax Net Item Price Before Sale Deal Disc Net Item Price After Sale Deal Disc This is the item price on the product list in E4E This is the item price after any item price changes or item percentage discounts were made to it BUT before any deals or discounts were applied to the whole sale If there were no item price changes then this will be the same as the Item _ Product List Price This is the final item price after all discounts and deals have been applied If there were no sale discounts deals then this will be the same as the Item Price Before Sale Deal Disc The Item Price After Sale Deal Disc is the price that the item
20. 0 00 1 Cash Payments Cancel Sale 3 Card PeSaromer open cash Drawer 4 Book Token foduetsearch POP ceipt 5 Cheque Options Lock Sereen l Pre paid Customer Order Time 06 58 i Date 14 03 2013 More payment options Cancel Sales Assistant Martin N a gt Ml Current Sale 8 Lid z Ready 29 qo a 100 The fast pay enables you complete the sale by clicking on one of the payment methods E4E will assume the customer has paid in full and therefore there is no change A receipt will be printed and sale details saved You can click the more payment options button to bring up the full payments window which will enable you to redeem gift vouchers add sale discounts etc NOTE If the gift voucher functions of E4E are enabled then you will not be able to fast pay using gift vouchers NOTE If this is a pre paid customer order then tick the pre paid customer order box After you have completed the sale you will then be asked to select using the mouse which items in the sale are for order and also for the customer details See picture below Selecting items allows you to distinguish between the items in the sale which the customer is taking away with them and the items which are on order The order details will then be stored in E4E s customer orders EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 30 Page The full payments window z ai ao n tome m Maa aa D A je dishe Q prx rA Bh e
21. 100 100 100 V _ 100 V 100 100 V 100 V If V 0 non vatable item then N G See http www hmrc gov uk vat managing charging discounts etc htm Accessed 19 October 2011 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 132 Page Using the VAT fraction we can therefore calculate the net item price from the gross item price and the amount of VAT due on the item Deals and discounts In E4E we distinguish between deals and discounts e Discounts are added by the sales assistant during a sale They can be discounts on individual items percentage off an item price item price change or discounts off the whole sale percentage discount off the whole sale monetary discount off the whole sale e Deals are added automatically by E4E when a specific group of items appear in the sale basket ie buy X for Y by X for Y and only affect the specific items in the deal Discount off the whole sale How do we work out the effect on individual item prices of a percentage discount off the whole sale A percentage discount is equivalent to the multiplying the sale price by Dy where Ax 100 Discount a 100 S total sale amount without discount S individual item price without discount 100 Discount 5 100 Discount l x Sale total after discount S Too Too Multiplying each item price by D means we find the actual price each item was sold for
22. 2 BS04082011T1N1 1234 test prodt 1 20 Cash 50 Card 5 Book Token 5 20 60 11 56 23 TO 3 BS04082011T1N1 1234 test produ 1 20 Cash Card Book Token 20 TO 4 BS04082011T1N1 1234 test produ 1 20 Cash Card Book Token 20 To 5 BS04082011T1N2 1234 test produ 1 20 Cash 60 20 60 11 57 03 TO 6 BS04082011T1N2 1234 test produ 1 20 Cash 20 TO 7 BS04082011T1N2 1234 test produ 1 20 Cash 20 TO 8 BS04082011T1N3 1234 test prodt 1 20 Cash 50 Book Toker 30 20 80 11 57 24 TO 9 BS04082011T1N3 1234 test produ 1 20 Cash Book Token 20 TO 10 BS04082011T1N3 1234 test produ 1 20 Cash Book Token 20 TO 11 BS04082011T1N3 1234 test produ 1 20 Cash Book Token 20 TO 12 BS04082011T1N4 1234 test prodt 1 20 Cheque 40 20 40 11 57 36 TO 13 BS04082011T1N4 1234 test produ 1 20 Cheque 20 TO 14 BS04082011T1NS 1234 test prodt 1 20 Card 60 Book Toker 20 20 80 11 57 56 TO 15 BS04082011T1N5 1234 test produ 1 20 Card Book Token 20 TO 16 BS04082011T1N5 1234 test produ 1 20 Card Book Token 20 TO 17 BS04082011T1NS 1234 test produ 1 20 Card Book Token 20 TO 18 BS04082011T1N6 1234 test produ 1 20 Cash 20 20 20 11 58 41 TO 19 BS04082011T1N7 1234 test produ 1 20 Card 20 20 20 11 58 54 TO 20 BS04082011T1N8 1234 test produ 1 20 Cash 20 20 20 11 59 04 TO 21 BS04082011T1N9 1234 test produ 1 20 Card 10 Book Toker 20 Cheque 30 20 60 11 59 24 TO 22 BS04082011T1N9 1234 test prodt 1 20 Card Book Token Cheque 20 TO 23 BS04082011T1N9 12
23. 2012 TO 0 000 25 000 25 000 _0 000 12 08 2012 T20 20 000 111 700 134 040 22 340 12 08 2012 TO 0 000 68 560 68 560 0 000 14 08 2012 T20 20 000 29 500 35 400 5 900 14 08 2012 TO 0 000 32 500 32 500 0 000 SERS 15 08 2012 T20 20 000 7 375 8 850 1 475 15 08 2012 T0 0 000 27 500 27 500 0 000 n eat 16 08 2012 T20 20 000 27 050 32 460 5 410 F 16 08 2012 TO 0 000 4 140 4 140 0 000 17 08 2012 T20 20 000 15 750 18 900 3 150 17 08 2012 TO 0 000 43 500 43 500 0 000 Report Tax by date tax code Sales tax amounts inc refunds Report Dates 01 08 2012 to 18 08 2012 H 4 gt M Report Results J 4 ni gt i Ready EEE 100 g The tax by date tax code report lists all used tax codes in a user defined period with tax rate net sales for that tax code gross sales for that tax code and total tax for that tax code A negative amount indicates a refund Total amount Total amount sold Total amount refunded NOTE Amount are calculated to 3 decimal places to avoid introducing rounding errors which could lead to the daily figures for each tax code not adding up to the tax by date report figure 1 On the reports screen click the tax by date report button 2 Enter the start date for the report and the end date for the report Click ok to produce the report or cancel to cancel NOTE The longer the time period you specify the longer it will take to produce the report You can sort your report by tax code and tax rate To print th
24. Amount 1 pi Payment Amount 1 Column H Payment Method 2 Payment Method 2 Transaction Number Prefix Column I Payment Amount 2 fa Payment Amount 2 BS l Column J Payment Method 3 i Payment Method 3 Column K Payment Amount 3 We Payment Amount 3 Column L Payment Method 4 Payment Method 4 r Save the sales data in a single file rather than a separate file for each till Column M Payment Amount 4 ba Payment Amount 4 Column N Payment Method 5 Ea Payment Method 5 Column O Payment Amount 5 Ei Payment Amount 5 z m W Create sales data back up files bak Column P Gross Item Price After Sale Deal Disc j Gross Item Price After Sale Deal Disc Column Q Sale Total ed Sale Total m Use a user defined date rather than Column R Time of Sale eal Time of Sale I system date for sales data filename Column S Sale Memo a Sale Memo and transaction number Column T Tax Class pa Tax Class 4 T 1 1 4 gt i Sale Data Settings I ng 7 Aim Ready B 10 E On the sales data settings screen available through the EPOS settings screen it is possible to customise the layout of the sales data in the CSV file that E4E generates You can choose which piece of data will appear in which column of the sales data file by choosing the column options from the drop down lists and then clicking the save sales data column changes button to complete your changes This is useful if you will be importing the sales data to an accounting software package
25. David E 0 o o 9781857925982 1 Corinthians Focus On The Bible Barnett Paul o o o 9780802825070 1 Corinthians New International Commentary on the NT Fee Gordon D 0 o o 9781904889953 1 John How To Be Sure Reymond Robert 0 o o 9781845502515 1 Kings 0 o o 9780852344514 1 Kings From Glory To Ruin 0 o o M H 4 Current Stock fa i m Ready 73 Ba 85 C y 16 37 11 08 2011 m al i You can chose to sort the list by quantity in stock high to low OR low to high and by description A to Z You can also choose to export the current stock levels data as laid out on the screen to an excel workbook NOTE An alternative way of showing the current stock levels is on the product screen clicking the show all products button This will bring up a list of all products stored in E4E and their stock levels However there is no export function on this screen Resetting the stock levels You can set the stock levels for all products back to zero by clicking the reset stock levels button on the stock levels screen This sets quantity delivered quantity sold and quantity in hand for all products to zero Warning You will not be able to retrieve this information if you reset the stock level to zero so it is advisable to back up your data first Adding a new delivery of a single product You can record a new delivery of a single product by clicking the single item delivery button on the stock levels screen
26. December 2011 ccccccccessscceceessscecesscececsssseceesssssseesssseseesenseceessnseseesanees 148 EPOS 4 Excel v1 0 8th November 2011 o ccessscceseesscceceescececssscesecssssssecesssesecseaseseesnseseesssasseesaaes 148 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 9 Page License Agreement EPOS4Excel is copyright 2011 2013 Martin Stokley This Excel macro enabled workbook is free software you can redistribute it and or modify it under the terms of the GNU Lesser General Public License as published by the Free Software Foundation either version 3 of the License or at your option any later version This program is distributed in the hope that it will be useful but WITHOUT ANY WARRANTY without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE See the GNU Lesser General Public License for more details You should have received copies of the GNU Lesser General Public License and GNU General Public License along with this program If not see http www gnu org licenses The GNU Lesser General Public License version 3 which covers EPOS 4 Excel can be found in Appendix B EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 10 Page 1 Introduction What is EPOS 4 Excel EPOS 4 Excel E4E is a Microsoft Excel macro enabled workbook which provides a basic electronic point of sale EPOS system E4E is programmed in Excel VBA and uses
27. Dg i S Total price after monetary discount is the sum of the individual item prices less their portion of the monetary discount S De YS Dey XS Dp Six 2 SX 3 But above we had S Dg Dy X S Si x Dy 4 Comparing 3 and 4 we again find that S D Dy 5 Therefore apportioning the monetary discount across the items of the sale in proportion to the original item price is equivalent to considering a monetary discount as a percentage discount on each individual item price using equation 5 If you multiply each item price by 5 the monetary discount will be apportioned amongst the items correctly according to HMRC guidelines for mixed VAT products This means we find the actual price each item was effectively sold for We can then calculate the VAT due on the individual items using these altered item prices and the VAT fraction method outlined above Combining monetary discounts and percentage discounts off the whole sale When there is both a percentage discount off the sale AND a monetary discount off the sale we take the monetary discount off first before applying the percentage discount ie Price after discount apply percentage discount x original price monetary discount Doing it this way works in the favour of the retailer rather than the customer If we write a monetary discount as an equivalent percentage then we get EPOS 4 Excel v1 5 2 Website epos4
28. EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 66 Page Day full transaction report E ted is EPOS Excel v1 4 5 Microsoft Excel x B tome insert Page Layout Fommuias Osta Revie Ne Developer Tea vQ P2 FB lt ra Transaction No Time of Sale item Qty Item amount Gross Payment Methods R BS18042013T1N1 13 45 41 1 test1 1 45 Cash Report Results Report Date 18 04 2013 Print Report Exit Sort By Time of Sale Sort By Item Amount Sort By Item Sort By Payment Methods Report Day Full Transaction Report M 4 Report Results J gt Ready ZJ ma GH 100 Bs The day full transaction report lists all transactions for a specific day and till showing all the products quantities in each transaction and also the gross item price after sale deal disc see sales data section of this manual for more details about gross item prices The item column shows item code item description The payment methods column details each of the payment methods used in the sale 3 On the reports screen click the day full transaction report button 4 Choose the date you require the report for and and enter the till number you wish to see the transactions on that date for Click show transaction report You can sort your report by time of sale item item amount or payment methods To print this report to an ordinary not receipt printer click the print report button 4 A box will pop up givi
29. Excel worksheets as the basis of its user interface It incorporates the ability to make sales print receipts on a receipt printer ora normal printer keep track of stock record customer orders and it can even cope with sales promotions monetary discounts discounts buy X get Y free buy X for Y buy X or more of the same product and change item price to Y E4E was originally written to be used in conjunction with an internet based computerised accounting stock management sales system In this case E4E enables sales to be made off line when an internet connection is not available The sales data is stored in a customisable CSV comma separated values format which can be then uploaded to your separate computerised accounting stock management system at a later convenient moment E4E has progressed beyond this original intention and now has becoming a more multipurpose basic EPOS system Does it work E4E has been tested extensively by an internet book seller that also sets up temporary bookstalls They have used it in environments with single tills and multiple tills networked together System Requirements Essential Microsoft Excel 2007 or later installed on every computer you wish to use E4E on E4E will not work on Microsoft Office Starter Editions or the Mac Version of Microsoft Office Optional Barcode reader to use gift vouchers this must be able to read code39 barcodes as well as the barcodes of your products E4E ha
30. Item Description Item Description 2 Item Description 3 Sale Total Quantity Transaction Number EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 68 Page Products sold sales amount report T a I i EPOS4Excel v1 4 2 aipha 2 Microsoft Excel o Hom Insert Pagelayout Formulas Data Revie ie Developer Tea vQ Pg O Bo C A E v Total sales amount c Item Code Description Qty Sold No Txns Gross Average Unit Price Testi Test2 Test3 Test4 Test5 4 65 52 16 38 Report Results 16 83 5 61 19 6 3 92 41 17 8 234 38 87 7 774 oyaa uwne enwn uuw as enwau uw Print Report Test6 19 11 6 37 T T i est7 33 92 16 96 Exit Test8 2 86 2 86 Total Sales Excluding 237 88 Refunds Sort By Description Sort By Total Sales Amount Total QtySold 28 Excluding Refunds Sort By Qty Sold Sort By Average Unit Price Report Dates 03 11 2012 to 03 11 2012 Report Products Sold Sales Amount Excluding Refunds 44 gt Report Results J 4 gt Ready 79 E ca 100 r The products sold sales amount report lists all products and quantities sold excluding refunds in a user defined period It also shows the total sales amount of each item sold and the average unit price If your price list includes tax then the total sales amount per item will include tax Gross If your price list excludes tax then the total sales amount per item will exclude tax Net 1 On the reports screen click the product
31. YOU SHOULD THE PROGRAM PROVE DEFECTIVE YOU ASSUME THE COST OF ALL NECESSARY SERVICING REPAIR OR CORRECTION EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 130 Page 16 Limitation of Liability IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING WILL ANY COPYRIGHT HOLDER OR ANY OTHER PARTY WHO MODIFIES AND OR CONVEYS THE PROGRAM AS PERMITTED ABOVE BE LIABLE TO YOU FOR DAMAGES INCLUDING ANY GENERAL SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE PROGRAM INCLUDING BUT NOT LIMITED TO LOSS OF DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES 17 Interpretation of Sections 15 and 16 If the disclaimer of warranty and limitation of liability provided above cannot be given local legal effect according to their terms reviewing courts shall apply local law that most closely approximates an absolute waiver of all civil liability in connection with the Program unless a warranty or assumption of liability accompanies a copy of the Program in return for a fee EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 131 Page Appendix C Calculations used in the EPOS 4 Excel source code Sales promotions such as 3 for 2 offers are not
32. a new sales data field Item Description 2 Added a new sales data field Item Description 3 Added a new sales data field Item Price Change Discount details changes to individual item prices by sales assistants Also Column AB in the sales data is now no longer fixed 6 Changed sale data column headings to reflect deal discount distinctions NOTE Gross item price reflects the item s price after any individual item price changes percentage discounts are made not the price of the item on the product list 7 Sale monetary and percentage discounts are now added when you take payment and you can specify reasons The reasons are user specified under the EPOS settings screen EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 147 Page 8 Added option to force user to give a reason for a discount 9 Current sale screen now shows first 25 characters of item description 10 Added new reports 1 Produce a list of all products sold between specific dates 2 Produce a list of refunds given between specific dates 3 Produce a list of total tax by date 4 Produce a list of tax by transaction 5 Produce a list of products refunded between specific dates 11 Added a print button to the product search results screen this prints out to a user chosen printer which is attached to the computer but not to a receipt printer 12 Added the option to force the user to give reasons for refunds 13 Made the control buttons
33. active gift VOUCHELS ccccecssssssececececseseasaeeececesseaseeeeececesseseeaeseeeeeseesesaeaeseesessseseaeaeeeeeens 84 Deleting zero balanced and expired gift vouchers eeeeceeeeeesseceeneeceeeeeceaeeeeaaeceeaeeceaeeeesaeeneaaeeneees 84 T2 Receipt settings eects tan ciekedsouesaateusecnicecasciunsucackadesxecantene icudeveccaueonvacensreataes 85 Accessing the Receipt Settings ccccccssssssscccececsesessaecececssesseseaeeececsseeseaaeseeeesessseseaaeseeseseesseseaaeess 85 Changing the active Printer serere ieia ccdevednwtidtced ecdeba snes tiasedeedsvadnaeihdsessvsbadee chasededs 85 Setting up narlow receipts TOM USE riere eaa EE ee ie beet dens ase 86 Setting UP Wide receipts for USC norne aai AA A a a a a a i aaa 87 Receipt layout settings which apply to both narrow and wide receipts c cccccccesessssssseeeeeeeseesees 88 Changing the font used n receipts ccccccceceseensnccececesessesnscesecscssnenenasaesecssssneaasaesecssesensasaesessesens 88 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 6 Page Changing how many characters of the item description are to appear on the receipt 88 Displaying the item code rather than the item description ON the reCCiPt ssssccccccccsseesenssesees 88 Displaying full tax details ON the rECCiPt cccsseesensccecccesessessacsececsssseesssesecscssesnesasaesessessesneaasasees 88 Include a manual reference number ON the reCC
34. as simple as people sometimes think eg just setting one item s price to zero as you have to take into account the tax due on the sale items The HMRC has specific VAT rules in the UK for promotions on mixed VAT sales The following calculations outline how the E4E program calculates the effect of promotions on item prices and item VAT They enable you work out the equivalent individual item prices in a promotions after deals and discounts have been applied such that the VAT charged on individual items is correct NOTE These calculations have been checked by an accountant to check that they calculate the UK VAT correctly for mixed rate VAT products however use them at your own risk No guarantee is given that they are correct and are valid for all countries If you wish to use them in your own programs you are advised to check that they continue to accurately reflect UK VAT rules or your own countries tax rules before use No liability will be accepted if they are found to be wrong VAT fraction calculation How can we calculate the VAT amount from the items gross price including VAT and the VAT fraction N Net Price G Gross Price V VAT Rate in F VAT Fraction Gross Price Net Price VAT amount which implies G N N x L y 1 100 100 VAT amount G N GxXF which implies G GXF N 2 Substituting 1 into 2 100 V 100 V N N N F 100 100 100 V i 100 V 100 100 100 V 100 100 V
35. ci coh eea ecu sai osetia ta ios ae deca hic stat WE ainda ees sae 32 Showing till total sales for the day on the sales SCFEON cccscccccecessessssececeeecessesnsaeeeeeesseesesteaeeeeeens 32 Refunding KeMs coc se oe ces eas Geese E E as A ao 33 Sales training MOC sexes cecsss acc cece cooks os lets hawks Coaedas de Laie Sela ETE aa ane aaea a aaa A aa aaaea s EE 34 Returning to the EPOS 4 Excel Options SCr N ccccecsssssceeececessesseaeseceeecessnaaeeeeeesseesesnaaeeeeeeeseeeegs 34 Frequently Asked QUESTIONS cccccccecssssenscsececeesesssanaccececsesenssassececessessasaensececessessnssansececetsesseaes 35 How do I find out the total cost of the sale so far in the middle of entering items to be sold 35 What if the customer decides they no longer want an item I ve already scanned 000e0ereee 35 I ve accidently left a blank row in the list of products for the sale what do I dO s01sssc00e 35 Can I sell an item which is not ON the product IiSt cscssccccccecssessesssececessessnsaseesscessseestsassessesens 35 I want to close the till down for a couple of hours Do need to leave EPOS 4 Excel running 35 The computer has crashed and I haven t saved the file Have I lost all the data of the sales have IN GOO Ae RTEA ET EE E deste ate ted bees testa es Litas 35 How do I deal with an item that is to be given away fIe scccccccseseessssccecscesssnsassssecsessesstaasasees 35 The p
36. each day of selling NOTE For descriptions of the data the system data files contain see Appendix D Importing sales data bd i EPOSMExcel v1 4f Microsoft Excel c aP Home Insert Page Layout Formulas Data Review view Developer vQ P2 c27 bd f Import sales data files Import orders data files Sales data Daily customer order data Show the contents of data System data product list deals list receipt message storage folder files will be stored Backup sales orders and i system data C EPOS4ExcelData Browse Return to Options 4 gt File Settings J Ready 2J It is possible to import sales data files into E4E eg If you make sales at a temporary location and you want to then import these sales data files in your main E4E installation 1 On the file settings screen click the import sales data files button 2 Choose the sales data files you want to import You can select more than one file at a time by holding down the ctrl button and clicking multiple files in the file dialog box 3 If you want to adjust you main installation stock levels according to what was sold in the sales data files you are importing then click yes when asked If you click no the sales data will be imported to your main E4E storage folder but the stock levels will not be changed NOTE If you are selling away from you main installation it is best to choose a till number which is not replicated on your main E4E instal
37. effectively sold for after all item price changes deals and discounts have been applied It is from this price that you would calculate the tax due on this item If your item prices exclude tax in E4E then the Net Item Price After Sale Deal Disc is the most accurate item price to one to calculate tax from This avoids rounding errors that E4E introduces by calculating Gross Item Price After Sale Deal Disc from Net Item Price After Sale Deal Disc If your item prices include tax in E4E then the Gross Item Price After Sale Deal Disc is the most accurate item price to one to calculate tax from This avoids rounding errors that E4E introduces by calculating Net Item Price After Sale Deal Disc from Gross Item Price After Sale Deal Disc If you are using a computerised accounting system alongside E4E then If your E4E prices include tax then the Gross Item Price After Sale Deal Disc item price is more than likely the one you would have to upload to your accounting system If your E4E prices exclude tax then the Net Item Price After Sale Deal Disc item price is more than likely the one you would have to upload to your accounting system For more details about how these different prices are calculated and why it is necessary to do it in this way see Appendix C of this user manual EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 101 Page Changing the tran
38. for Y and they only affect the specific items in the deal Setting up discount reasons K tl il EPOSAExcel v1 3 0a Microsoft Excel o f g Home Insert Page Layout Formulas Data Review View Developer vQ PZ fe Manager Discount i Manager Discount Damaged Student Discount 3 off 30 Spend Till Price Wrong Loyalty Discount Enter all possible reasons for discounts in the cells to the left starting from the top Refund Adjustment One reason per row and don t leave blank rows Staff Discount PLEASE NOTE What you type here may appear on a receipt Force user to give reason for item price changes Return to options M 4 gt M DiscountReasons lt J ae Li Ready B 100 E iy In the EPOS settings you can define the possible reasons that a user can give for discounts when changing an item s price or adding a discount to the whole sale 1 On the EPOS setting screen click the discount reasons button 2 Inthe left hand column specify all the possible reasons for discounts off item prices or off the sale total Keep these as short as possible and be aware that what you type here might appear on a receipt in the case of discounts off the whole sale 3 Tick the force user to give reason for discounts off sale box if you would like the sales assistant to always give a reason for a discount off the sale 4 Tick the force user to give reason for item price changes box if you
39. if you forget the sales supervisor of administrator password for a till see Appendix F EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 107 Page 15 Upgrading to a new version of the EPOS 4 Excel ran a gt EPOS Excel v1 4 5 Microsoft Excel oo a Fie Home Insert Page Layout Formulas Data Review Developer eam c 8 us x g d Advanced Options EPOS Options NOTE To print out receipts make sure the printer you wish to this computer send receipts to is set as the default printer for Posmi version LAS Martin Stokley 2011 2013 Last Update Check 28 03 2013 Ly Harl Options 3 ja mg Ready Z3 A 00 D e Checking for updates to the EPOS 4 Excel worksheet If you are connected to the internet you can check to see if a newer version of the E4E worksheet containing bug fixes or new features has been released On the main options screen click the check for updates button E4E will now attempt to connect to the internet and download a file containing the latest E4E version number Please be patient as this may take while If a newer version is available you will be told to visit the E4E website epos4excel weebly com to download it E4E automatically warns you on start up if you have not checked for updates for more than a month You can turn this feature off on the EPOS settings screen if you wish EPOS 4 Excel v1 5 2 Website epos4excel
40. in order to receive or run a copy of the Program Ancillary propagation of a covered work occurring solely as a consequence of using peer to peer transmission to receive a copy likewise does not require acceptance However nothing other than this License grants you permission to propagate or modify any covered work These actions infringe copyright if you do not accept this License Therefore by modifying or propagating a covered work you indicate your acceptance of this License to do so 10 Automatic Licensing of Downstream Recipients Each time you convey a covered work the recipient automatically receives a license from the original licensors to run modify and propagate that work subject to this License You are not responsible for enforcing compliance by third parties with this License An entity transaction is a transaction transferring control of an organization or substantially all assets of one or subdividing an organization or merging organizations If propagation of a covered work results from an entity transaction each party to that transaction who receives a copy of the work also receives whatever licenses to the work the party s predecessor in interest had or could give under the previous paragraph plus a right to possession of the Corresponding Source of the work from the predecessor in interest if the predecessor has it or can get it with reasonable efforts You may not impose any further restrictions on the exercise of
41. need 7 or more tills you will need to connect both network switches to the router e The maximum number of tills you can network together using this equipment is 9 The following tips apply if you are seeking to set up this example network 1 You will need to set up My Book Live so it can be accessed on each individual till Use the software CD that came with My Book Live to install it on each till if this has not been done before Follow the on screen instructions for installation and make sure you choose the same drive letter for My Book Live when you install it on each till 2 You need to set up the network and make sure the router my book live and the network switches are powered on and all the cables are connected before you install the software 3 Ifyou have previously installed the My Book Live software and you are having problems with the computer recognising My Book Live then try switching the computer off and restarting it whilst it is connected to the switched on network 4 You can always check if the My Book Live has already been installed by going to My Computer and checking if you can see the network hard drive EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 117 Page Setting up EPOS 4 Excel for use on a network You need to choose the folder where the EPOS 4 Excel sales data customer order data and the system data files will be stored to be on the network
42. no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the products sold report to be fully produced you will need to make sure the sales data stores the following Sales Assistant Name and Sale Total EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 72 Page id eis EPOStExcel vld Microsoft Excel o g Fie Home inset Page Layout Formulas Data Review View Developer Qo Pg F9 Md f v Date Date Total Sales inc Tax Date Total Tax 08 08 2012 200 00 33 33 09 08 2012 25 00 0 00 Report Results 12 08 2012 202 60 22 35 14 08 2012 67 90 5 88 15 08 2012 36 35 147 16 08 2012 36 60 5 39 Print Re 17 08 2012 62 42 3 15 n Exit Total Sales Amount inc Refunds 630 87 Total Tax Amount inc Refunds 71 57 Report Dates 08 08 2012 to 18 08 2012 Sort By Date Sort By Date Total Tax Sort By Date Total Sales Report Tax by date 4 gt Ml Report Results J fa gt Ready 29 a mau 100 The tax by date report lists dates in a user defined period with total sales amount gross made on that day and total tax for that day Total sales amount Total amount sold Total amount refunded NOTE A negative amount indicates a refund 1 On the reports screen click the tax by date report button 2 Enter the start date for the report and the end date for the report Click ok to produce the report or cancel to c
43. of imported added products It also contains a copy of the list of tax codes classes and corresponding tax rates from the tax settings screen The file layout is as follows Column A SKU Item Code Column B Item Description Column C Item Price either including tax or excluding tax depending on your E4E tax settings Column D Item tax class code Column E A deal code if the item is linked to a specific deal Column F Quantity of the item delivered Column G Quantity of the item in stock Column H Quantity of the item sold Column Item Description 2 Column J Item Description 3 Column K Item Stock Reorder level Column L Tax class code Column M tax rate which corresponds to the tax class code NOTE Row 1 contains column headings Recieptmessage txt A text file containing the customisable message that appears at the end receipts Dealsdata xlsx An Excel worksheet containing a copy of the data from the deal code setup screen Column A Deal name max 20 characters Column B Buy any X and get the Y cheapest free deal code Column C Buy any X and get for Y Column D Buy X different for Y Column E Buy X or more of the same item and change item price to Y Column F X Column G Y NOTE Each individual deal is represented by a row on the worksheet No column headings EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 138 Page Appendix E Accessing the visual bas
44. on one till will set up the deals and deal codes on all tills if you save the changes NOTE The order in which the discounts are applied to the sale is as follows 1 Any deals 2 Then any monetary discount off the sale 3 Then any percentage discount off the sale Adding the monetary discount before the percentage discount works in the retailers favour EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 59 Page Examples of how common deals can be set up are Deal Deal column to use Values for X and Y Notes or more of product then item price 4 to Y Buy one from a Buy any X and get the X 2 Link the deal code to selection of products cheapest Y free Y 1 each of the products in and get one free the deal Buy one and get one of Buy any X and get the X 2 Only link the deal code the same product free cheapest Y free Y 1 to one product 3 for 2 ona selection Buy any X and get the X 3 Link the deal code to of products cheapest Y free Y 1 each of the products in the deal Cheapest item is given free 3 for 2 onthe same Buy any X and get the X 3 Only link the deal code product cheapest Y free Y 2 to one product Buy 2 of the same Buy any X for Y X 2 Only link the deal code product for 10 Y 10 to one product Buy any 3 froma Buy any X for Y X 3 Link the deal code to selection of products Y 15 99 each of the products in for 15 99 the de
45. or will exclude sales tax See the tax settings section of this manual for more details EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 16 Page Advanced Users Cell protection and changing the E4E screen background colours Background colours Unprotecting the Excel worksheet that corresponds to a specific E4E screen also allows you to 1 Change the background colours on E4E screens by changing the cell fill background colour 2 Change the colours of any shapes which make up part of the user interface of E4E All user editable cells on E4E screens have a white background to indicate that these cells are editable Do not the change the cell fill background colour of white cells to keep this continuity in E4E however feel free to change all other cell fill background colours as appropriate eg to your company colours OR a colour scheme that complements your company logo on the sales screen Note On the current sale worksheet column F stores the deal code related to a product in the sale This is hidden from the user by setting the font colour to be the same as cell background colour If you change the cell background colour on the current sale worksheet then also set the font colour of column F to be the same colour as the cell background colour this will keep the deal code information hidden from the user Cell protection All worksheet cells in E4E are set to be protected from editi
46. price of the zero priced item click cancel and alter the price before clicking take payment again EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 36 Page The printer ran out of paper or jammed in the middle of printing a receipt How do I reprint the last receipt On the sales screen simply click the reprint previous sales receipt button This button will only be enabled if you have the print sales receipts box ticked Something disastrous seems to have happened and I cannot continue to use this copy of E4E for making sales What do I do You can open a new copy of the E4E worksheet Make sure the data file settings in the new E4E file are set up the same as the E4E file you can no longer use Click the sales button and make sure you enter the same till number as before E4E should then automatically pick up the last sale number and total amount sold on the till today from the sales data file You can begin to make sales again The open cash drawer button does not work why not The open cash drawer function works on the basis that your cash drawer is connected to your receipt printer and the receipt printer is set up to automatically open the cash drawer after a receipt is printed If this is not how your cash drawer works then this button will not be able to open the cash drawer On the sales screen the box containing the information buttons right hand side is too big to fit on the screen
47. propagate the contents of its contributor version In the following three paragraphs a patent license is any express agreement or commitment however denominated not to enforce a patent such as an express permission to practice a patent or covenant not to sue for patent infringement To grant such a patent license to a party means to make such an agreement or commitment not to enforce a patent against the party If you convey a covered work knowingly relying on a patent license and the Corresponding Source of the work is not available for anyone to copy free of charge and under the terms of this License through a publicly available network server or other readily accessible means then you must either 1 cause the Corresponding Source to be so available or 2 arrange to deprive yourself of the benefit of the patent license for this particular work or 3 arrange in a manner consistent with the requirements of this License to extend the patent license to downstream recipients Knowingly relying means you have actual knowledge that but for the patent license your conveying the covered work in a country or your recipient s use of the covered work in a country would infringe one or more identifiable patents in that country that you have reason to believe are valid If pursuant to or in connection with a single transaction or arrangement you convey or propagate by procuring conveyance of a covered work and grant a patent license t
48. receipt On the receipt settings screen you can set the name of the sales tax for your country which will appear on your receipts by entering it in the box When you download E4E this is by default set as VAT for the UK Be careful about the length of the sales tax name you input here as it could cause issues with the receipt layout when printing receipts Use abbreviations where possible for the sales tax name eg VAT instead of Value Added Tax or GST instead of Goods and Services Tax For a list of sale tax abbreviations by country see http en wikipedia org wiki Value_ added tax Tax_rates EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 89 Page Editing the message at the end of receipt Sina Home Insert Page Layout Formulas Data Review View Developer c gt me K15 A 20 i er B 5 T u i 2 3 4 5 6 7 RA Receipt Message Edit Narrow Receipt Template 9 10 nn ft Receipt Message Thank you for shopping with us Visit our Edit Wide Receipt Template 6 website vrww curwebsite co uk and use this 12 coupon code AND345034HQ for a 10 B discount on your next web order Edit Receipt M s 14 5 No characters of item desci r Print a Test Recei 16 20 characters are recomme Save amp Close pt 17 18 j Display item code rather Return to Main Options receipt 19 Receipt Message Thank you for shopping with us Visit our website www ou for a 10 discoun
49. section of this manual for more details The SKU Item Code should be a number if you are using a barcode scanner If you decide to enter item codes manually you can use mixture of numbers and letters for your item codes This item code cannot be 0 zero The Product Price should be the price per individual item eg price per book or unit price eg price per kilogram which would allow you to sell loose items in varying proportions of a kilogram On the EPOS setting screen you can choose to only allow the selling of whole number quantities of products ie you would then not be able to sell varying quantities of loose items The item tax class is a code which represents the items tax rate eg T20 representing a 20 tax rate These codes and the corresponding tax rates will need to the stored E4E s tax settings See the Tax Settings section of this manual for more details The deal code is a code which indicates the product is linked to a deal which E4E will automatically add to the sale if specific items are in the sale basket For more details see the deals section of this manual Product Description 2 Product Description 3 are two extra customisable fields for describing the item See the products section of this manual for more details The Item Stock Re order level is a number which if the quantity in stock level for an item equals or drops below then E4E will identify on the stock reorder report that you need t
50. that applies to the item identified by the item code in this row of the sales data The item tax is included as in the future you may change the tax rate linked to a tax code in E4E Storing the item tax rate in the sales data means you will always know what the tax rate for this item was when it was sold even if you changed the tax rate later Till Currency The currency symbol and therefore currency that E4E is currently working in Date of Sale The date of the sale Till Number The number of the till that made the sale EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 98 Page Sale Number The number of the sale on the till that made the sale NOTE Sale number will begin again 1 for every new day of sales Sales Assistant Name The first name of the sales assistant who was using the till if this was entered on the sales screen Sale Deals Discounts This contains a string listing the deals and discounts and reasons applied to the whole sale This will be the same wording that appears on the sale receipt See also the KNOWN ISSUE 3 box below NOTE This will only appear on the first row of the sale in the sales data Item Price Change Disc This contains a string listing any price changes discounts applied to item identified by the item code in this row of the sales data See also the KNOWN ISSUE 3 box below Item P
51. the words like testing and bedroom After clicking search a list of the products relating to your search terms will be shown Sort By Description Sort by Description 2 Sort By Deal Code Sort byDescription 3 Item Code Description Price Tax Class Deal Code Qty Delivered Oty in Stock Qty Sold Description 2 Description 3 Chest 2300 10 0 oo o M_ Product Search Results Ready 7 SO asx You can choose to sort the results list by quantity in stock description description 2 description 3 or by deal code You can also edit an item s details by clicking on the item code of the item whose details you wish to edit Then click on the edit item details button A window will pop up with the item details for you to edit If you cannot see the product you were looking for you can always search again by clicking the new product search button EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 49 Page Printing product search results On the product search results screen you have the option of sending the results to a printer This only works with an ordinary printer attached to the computer sending the results to a receipt printer will not work 1 Click print button on the product search results screen 2 A window will pop up asking you which columns you wish to print Tick the relevant columns and the click ok 3 Awindow will pop up giving you a list of printers a
52. the rights granted or affirmed under this License For example you may not impose a license fee royalty or other charge for exercise of EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 128 Page rights granted under this License and you may not initiate litigation including a cross claim or counterclaim in a lawsuit alleging that any patent claim is infringed by making using selling offering for sale or importing the Program or any portion of it 11 Patents A contributor is a copyright holder who authorizes use under this License of the Program or a work on which the Program is based The work thus licensed is called the contributor s contributor version A contributor s essential patent claims are all patent claims owned or controlled by the contributor whether already acquired or hereafter acquired that would be infringed by some manner permitted by this License of making using or selling its contributor version but do not include claims that would be infringed only as a consequence of further modification of the contributor version For purposes of this definition control includes the right to grant patent sublicenses in a manner consistent with the requirements of this License Each contributor grants you a non exclusive worldwide royalty free patent license under the contributor s essential patent claims to make use sell offer for sale import and otherwise run modify and
53. this License to the extent that they are valid under applicable law If additional permissions apply only to part of the Program that part may be used separately under those permissions but the entire Program remains governed by this License without regard to the additional permissions When you convey a copy of a covered work you may at your option remove any additional permissions from that copy or from any part of it Additional permissions may be written to require their own removal in certain cases when you modify the work You may place additional permissions on material added by you to a covered work for which you have or can give appropriate copyright permission Notwithstanding any other provision of this License for material you add to a covered work you may if authorized by the copyright holders of that material supplement the terms of this License with terms a Disclaiming warranty or limiting liability differently from the terms of sections 15 and 16 of this License or b Requiring preservation of specified reasonable legal notices or author attributions in that material or in the Appropriate Legal Notices displayed by works containing it or c Prohibiting misrepresentation of the origin of that material or requiring that modified versions of such material be marked in reasonable ways as different from the original version or d Limiting the use for publicity purposes of names of licensors or authors of the materia
54. this would probably run too slowly Quick Products E4E includes the ability to define up to eleven quick products buttons on the sales screen To edit the quick products buttons on the products screen click the edit quick products button iW 9 le EPOS4Excel v1 3 0h Microsoft Excel o File Home Inset Page Layout Formulas Data Review View Developer voQo Pz Quick Products Settings Quick Product 2 Quick Product 3 Quick Product 4 H Quick Product 5 Quick Product 6 Quick Product 7 Quick Product 8 Quick Product 9 wool sia lu wjn e n a GT aT To show the quick products buttons on the sales screen make sure you tick the show quick products on sales screen tickbox For each quick product you want to define you will need to enter a product description this will appear on the button and the corresponding item code Clicking the exit button will save your changes Only those quick product buttons which have a description and corresponding item code will be shown on the sales screen eg EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 45 Page KA Bile EPOS4Excel v1 3 0h Microsoft Excel Home Insert Page Layout Formulas Data Review View Developer D13 E fe Postage Quick Products Settings Description Quick Product 1 Quick Product 2 Quick Product 3 Quick Product 4 Quick Product 5 Quick Product 6
55. to 31 03 2012 Report Products Sold Excluding Refunds 4 gt gt Report Results IL Lad Ready 2 D 100 The products sold report lists all products and quantities sold excluding refunds in a user defined period 1 On the reports screen click the products sold report button 2 Enter the start date for the report and the end date for the report Click ok to produce the report or cancel to cancel NOTE The longer the time period you specify the longer it will take to produce the report You can sort your report by description qty sold descrition 2 or description 3 The No Txns number of transactions tells you in how many separate transactions the quantity of item was sold This can indicate if your best selling item was in fact not the best selling one because it was only one person who bought that amount To print this report to an ordinary not receipt printer click the print report button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 Ifyou wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the products sold report to be fully produced you will need to make sure the sales data stores the following Item Code
56. to time Such new versions will be similar in spirit to the present version but may differ in detail to address new problems or concerns Each version is given a distinguishing version number If the Library as you received it specifies that a certain numbered version of the GNU Lesser General Public License or any later version applies to it you have the option of following the terms and conditions either of that published version or of any later version published by the Free Software Foundation If the Library as you received it does not specify a version number of the GNU Lesser General Public License you may choose any version of the GNU Lesser General Public License ever published by the Free Software Foundation If the Library as you received it specifies that a proxy can decide whether future versions of the GNU Lesser General Public License shall apply that proxy s public statement of acceptance of any version is permanent authorization for you to choose that version for the Library EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 121 Page GNU GENERAL PUBLIC LICENSE Version 3 29 June 2007 Copyright C 2007 Free Software Foundation Inc lt http fsf org gt Everyone is permitted to copy and distribute verbatim copies of this license document but changing it is not allowed Preamble The GNU General Public License is a free copyleft license for software and other kinds of works The licenses
57. weebly com Martin Stokley 2011 2013 108 Page Upgrading to a newer version of EPOS 4 Excel To upgrade to a newer version of E4E you will need to go through the following steps 1 Download a copy of the new version of the E4E from the website epos4excel weebly com 2 Set the file s storage directory in the new version of E4E s file settings to be the same as in the old version E4E will then automatically pick up your product list your receipt message your tax classes and any deal codes you have set up 3 Manually customise the receipt template on the new version of E4E so that it looks like the template in your old version If you have the older version of E4E and the newer version open at the same time you should be able to simply copy and paste your receipt layout 4 Inthe sales data settings on the new version of E4E make sure that the sales data columns are set up as they were in your old version 5 Customise the logo on the sales screen and any background colours as per your old version of E4E 6 Make sure all other settings and options in the new version of E4E are set up as they were in your old version eg payment types passwords etc 7 Familiarise yourself with any new features in the new version of E4E and customise as necessary 8 The new version of E4E is now set up and ready to use UPGRADE NOTE If you are using E4E on a network make sure each till is running the same version of E4E Earlier versions of E4
58. when manually processing a sales data file open the csv sales data file save it as an Excel workbook and then make any alterations to this Excel workbook This means you have your original sales data csv file which contains the original data with no data lost and you also have the Excel workbook you created containing the full processed data with no data loss KNOWN ISSUE 2 If you choose item prices to include tax in E4E then E4E calculates the net item price excluding tax from the gross item price using the VAT fraction method See appendix C This can introduce an unavoidable rounding error when calculating the net item prices Therefore sometimes adding up the net prices for a sale in the sales data and then adding the total sale tax does not quite equal the actual sale total If you choose item prices to exclude tax in E4E then E4E calculates the individual gross item prices including tax from the net item prices using This could introduce an unavoidable rounding error when calculating the tax due on an item Therefore sometimes adding up the gross prices for a sale in the sales data may not always quite equal the actual sale total The tax due on the whole sale is calculated from the sum of tax due in each item in the sale without rounding and only then is it rounded at the end KNOWN ISSUE 3 Due to the way Excel imports CSV files the sale memo Vouchers Sale Deals Discounts and Item Price Change Disc
59. would like the sales assistant to always give a reason for an individual item price change discount NOTE Changes to the discount reasons only affect the specific till they are made on If you are running E4E on multiple tills over a network it is therefore a good idea to make the customisation changes to the discount reasons before you place copies of the E4E workbook on all your tills For more information on adding discounts to a sale see the making sales with EPOS 4 Excel section of this manual EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 57 Page Setting up deals iid 3 F vid Home Insert Page Layout Formulas Data Review View Developer i Fa E2 _ oe a _ Wd hil Deal Options i m rH Ready i 5 a 1 200 p To set up deals click on the deal codes set up button on the deals screen and you will be presented with the following screen Qld 9 Gils Home Insert Pagelayout Formulas Data buy any 3 for 10 buy 2 for 10 3 for2 d Buy 10 Offer e H aF H Deal Codes Setup lt I JaK Ready 5 100 Sa E4E allows the defining of four different types of deal e Buy any X products from a selection and get the cheapest Y free e Buy any X products from a selection and get them for Y e Buy X different products from a selection and get them for
60. you can no longer add import a product with item code of 0 zero 6 Fixed a bug where for refunds the sale total VAT in the sales data was a positive amount and should have been negative 7 Fixed a bug where if blank rows were left on the current sale they weren t always removed when the payments button was clicked 8 Fixed a bug with the buy X for Y deal where E4E did not recognise if the total cost of the items in the deal was less than Y The deal was still applied therefore increasing the item prices so the total cost of the items in the deal was Y The deal is now no longer applied if the total cost of items in the deal is less than Y 9 Fixed a bug which could cause errors when taking payments if numbers were formatted as 0 00 rather than 0 00 Numbers can now be formatted in both ways EPOS 4 Excel v1 1 26th January 2012 New features 1 Added the ability to check for updates to the EPOS4Excel worksheet over the internet 2 Added option on EPOS settings screen to automatically prompt user to check for updates at start up if not done so in the last month EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 148 Page 3 Added option to turn off showing the license screen at start up 4 Added a button on the sales screen to allow user to change the till number 5 Added the ability to print wide receipts for ordinary printers as well as narrow receipts for receipt printers Fixes
61. 013 39 01 04 2012 Phil 1 00 01 04 2012 Lorraine 135 84 01 04 2012 Matt 2 00 01 04 2012 Helen 2707 78 Print Report 01 04 2012 Amy 6 00 01 04 2012 Paul 136 80 01 04 2012 Rachel 1449 45 01 04 2012 Matthew 1245 01 04 2012 Matty 1994 92 01 04 2012 Roger 33 00 Sort By Gross Sales 02 04 2012 Helen 2443 46 02 04 2012 Ben 1548 18 02 04 2012 Matt 331 34 02 04 2012 Jonathan 62 60 02 04 2012 Jde 2 00 02 04 2012 Mikey 1001 90 Sales Assistant Total Sales Gross sales exclude refunds Report Dates 01 04 2012 to 02 04 2012 4 gt Report Results 4 gt Ready 2 m Ee T 100 a The sales assistant total sales report lists the gross sales excluding refunds for each sales assistant in a user defined period 1 On the reports screen click the products sold report button 2 Enter the start date for the report and the end date for the report Click ok to produce the report or cancel to cancel NOTE The longer the time period you specify the longer it will take to produce the report You can sort your report by date sales assistant or gross sales amount To print this report to an ordinary not receipt printer click the print report button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 If you wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you
62. 08 2013 Print Report T 7 otal No Active Vouchers L 6 Oo Exit Total Voucher Amount 93 65 Report Date 21 08 2012 pe Sort By Activation Date Sort By Expiry Date Sort By Voucher Balance Report Active Gift Vouchers M 4 Report Results _ J J4 5 gt i Ready 7 E cu 100 r Deleting zero balanced and expired gift vouchers E4E stores details of all activated gift vouchers until you delete them When a gift voucher is fully redeemed E4E still stores details about this gift voucher but with zero balance E4E does not automatically delete activated gift vouchers when they have passed their expiry date e To delete details of any gift vouchers with zero balance ie ones that have been fully redeemed click the delete zero balance vouchers button on the main gift vouchers screen e To delete details of any expired gift vouchers click the delete expired vouchers button on the main gift vouchers screen Warning You will not be able to retrieve this information after it has been deleted EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 85 Page 12 Receipt settings E4E offers you the option to print two types of receipt either a narrow receipt using a specialist receipt printer or a wide receipt using an ordinary printer In this section we describe how to alter the layout and settings for both narrow receipts and wide receipts NOTE The content of the receipt will depend on whethe
63. 17 You can alter the font of rows 9 12 14 17 but not the font in row 11 4 Youcan edit template width by hovering the mouse pointer over the boundary between the headings for column A and B The mouse pointer should change Click with left mouse button to drag and make the gift voucher template column A wider or narrower Alternatively enter a value in the gift voucher template width box Note This value is in centimetres Default width is 6 62cm and values need to be between 0 and approx 50cm 5 Alter the value for barcode font size as appropriate NOTE The smaller the barcode size the more difficult it may become for a barcode scanner to read 6 Click on the Excel review menu and select protect sheet Click ok in the pop up box WITHOUT changing any of the other settings in the pop up box 7 The gift voucher template has now been customised You can print a test voucher to see how it looks by clicking the print test gift voucher button NOTE Changes to the gift voucher template only affect the specific till they are made on If you are running E4E on multiple tills over a network it is therefore a good idea to make the customisation changes to the gift voucher template before you place copies of the E4E workbook on all your tills NOTE The gift voucher template layout assumes it will be printed on a receipt printer but you can also print it on an ordinary printer EPOS 4 Excel v1 5 2 Website epos4excel weebly com Ma
64. 2 Samuel Hope For The Helpless Reid Andrew 0 o o High to Low 9780852346952 1 amp 2 Thessalonians 0 o o PEE sie bitande de A 9781596381049 1 amp 2 Thessalonians Living The Gospel To The End 0 o 0 Sort by Qty In Stock 9780852343852 1 amp 2 Thessalonians Patience Of Hope o o o Low to High 9781857924527 1 amp 2 Thessalonians Focus On The Bible Mayhue Richard o o o 9781844743209 1 amp 2 Thessalonians living In The End Times John Stott Bible Studies 0 o o Sort by Description 9780852345887 1 amp 2 Timothy 0 o o 9780852343890 1 amp 2 Timothy Passing On The Truth 0 o o Exit 9781418514242 1 2 3 John Vol 51 Smalley Stephen 0 o o 9781850785682 1 2 Thessalonians 0 o o 9780664245788 1 and 2 Chronicles 0 o o 9780853644200 1 and 2 Samuel An Exegetical Commentary o o o 9780802863621 1 and 2 Thess Revised New International Commentary on the NT Fee Gordon D 0 o o 9780802825124 1 and 2 Thess Revised Morris Leon o o o 9780849902444 1 and 2 Thessalonians Vol 45 o o o 9780851116860 1 and 2 Thessalonians Beale G K 0 o o 9780852343937 1 Chronicles Family Tree A 0 o o 9780849902130 1 Chronicles Vol 14 Braun Roddy o o o 9781857929355 1 Chronicles Focus On The Bible Barber Cyril 0 o 0 9780851109930 1 Corinthians 0 o o 9780853645597 1 Corinthians o o o 9780852345672 1 Corinthians 0 o o 9780853647447 1 Corinthians Vol 9 0 o o 9780801026300 1 Corinthians Baker Exegetical Commentary on NT Garland
65. 34 test produ 1 20 Card Book Token Cheque 20 TO 24 BS04082011T1N10 1234 test produ 1 20 Book Toke 20 20 20 11 59 37 TO 25 BS04082011T1N11 1234 test produ 1 20 Cash 30 Book Toker 30 20 60 12 47 11 TO E 26 BS04082011T1N11 1234 test produ 1 20 Cash Book Token 20 TO 27 BS04082011T1N11 1234 test produ 1 20 Cash Book Token 20 TO 28 BS04082011T1N12 1234 test produ 1 20 Cash 40 20 40 12 48 53 TO 29 BS04082011T1N12 1234 test prodt 1 20 Cash 20 TO 30 BS04082011T1N13 1234 test produ 1 20 Cash 20 Cheaue 20 n 20 40 12 53 00 To sa i 4 gt P sales04082011 3 ug i Fm Ready 29 G 10 C k EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 99 Page KNOWN ISSUE 1 Due to the way Excel imports CSV files when you open a sales data file the item code column is imported as text and not a number If you choose to save any changes you make to the sales data csv file you can lose data about the item code eg Original item code 9780830759668 This gets imported as text and is shown in the item code column as 9 78083E 12 At this point in time the full item code is still stored in your Excel worksheet You save changes to the sales data file csv file and Excel converts 9 78083E 12 to 9780830000000 Which means you lose the last seven digits of the item code and they become replaced by zeros This is an issue with the way Excel handles csv files and not with E4E To avoid this happening
66. 4 Enter payment method 4 amount ALT 5 Enter payment method 5 amount ALT m More payments options fast pay window Enter a monetary discount full payments window ALT n Enter a reason for monetary discount NOTE When in the monetary discount reason box e The up and down arrows scroll through the options e ALT down arrow shows the full list of reasons e You can also keep pressing a letter on the keyboard to scroll through all the discount reasons that start with that letter ALT p Enter a percentage discount ALT r Enter a reason for percentage discount NOTE When in the percentage discount reason box e The up and down arrows scroll through the options e ALT down arrow shows the full list of reasons e You can also keep pressing a letter on the keyboard to scroll through all the discount reasons that start with that letter ALT e Enter a sale memo ALT s Complete Sale ALT c Cancel EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 32 Page Changing the sales assistant name If you change sales assistant in the midst of using E4E to make sales you can change the sales assistant name by clicking the change assistant button on sales screen You will be asked for a new sales assistant first name NOTE If the force user to give sales assistant name option is ticked in the EPOS setting then you will have to give a sales assistant name Changing the till number You can change the till numb
67. 7 A Sale Deal Discount 2 Sale Total 2 95 i apa daaa Item Code y cee Balance Due 2 95 VAT 0 00 0 00 Enter Payment Amounts maay Discount Reason fe Cash 0 00 2 Gift Voucher 0 00 Percentage Discount 0 00 3 Card 0 00 e l 4 Book Token 0 00 5 Cheque 0 00 Memo Complete Sale Cancel Pre paid Customer Order WAP Currer 0 Ready 2J aC 100 When taking payment if you have not selected to use the fast pay window on the EPOS settings screen or you have clicked more payments options on the fast pay window you will be presented with the full payments screen The full payments window up displays the sale total balance still and what deals discounts tax have been applied to the whole sale It also allows you to use split payment methods 1 Enter any monetary discount percentage discount numbers only off the whole sale and choose reasons for the discounts 2 Enter the payment amounts the customer is paying with in the relevant payment types boxes e f on the EPOS settings screen you have set up a payment autofill then the sale total will automatically be assigned to the relevant payment type Then you can make any necessary adjustments e Ifyou click in a payment amount box that has an amount zero in it E4E will automatically put the balance due in the payment amount box e NOTE If you set up E4E to have less than five payment types then one or more bo
68. E may be incompatible with later versions EPOS 4 Excel v1 3 1 AND LATER VERSIONS UPGRADE NOTE The customer orders features in EPOS 4 Excel v1 3 and later versions are incompatible with the orders features of EPOS 4 Excel v1 2 and earlier To avoid any problems it is advisable to remove any previous customer order files created by E4E from the E4E data storage folder to a separate location for archiving when upgrading to E4E v1 3 or later version This way you can be sure all customer orders files in the storage folder will be compatible with this version of E4E EPOS 4 Excel v1 3 1 AND LATER VERSIONS UPGRADE NOTE EPOS 4 Excel v1 3 and later enables you to save the sales data files in Unicode format to cope with non English letters If you swap to Unicode format from ASCII when upgrading this could affect E4E s ability to produce reports See the sales data settings and reports sections of this manual for more information EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 109 Page 16 Summary of the main EPOS 4 Excel settings options Sale Options Option Option Location Notes Print sales receipts Current sale screen Option ticked Print Receipts Pre paid order Payments window Fast pay window Option ticked E4E will ask for customer order details when sale is completed Force user to give sales assistant name EPOS settings screen Option ticked user will alway
69. EPOS 4Excel User Manual For EPOS 4 Excel v1 5 2 Manual Version 24 5 2013 2 Page Contents License Agreement cesiiisdvenesshievestsabuscecabasnas tasetan AEn Eia SEE TEA EEE sadvedsy sees 9 1 Introd ctio n pic eiet hoe uae eaaa aiaa aecteld ig a el cea ana 10 What iS EPOSA Excel einen dei easiness nine na e 10 System REQuiIreMENtsixicee i sche severest easbeeeeelse eae eee ewes iaai ie edad dees eee 10 2 Opening EPOS 4 Excel and Enabling Macros in Excel sssscssssseesssseees 11 Opening the EPOS 4 Excel worksheet c cccccccssssssssecececsssessnseeeeeescesseseeaesececessesessaaeceeeeesseseaeaeeeeeens 11 Enjabling macros in Excel eea e E te RA E AE eea eects aaae eds de eaaa E aaa 11 Excel 2 ODO a zri i aa a e a a a a a aa eaa ae ed aea a cunts a aa da Eaa t 12 Excel 2007 ciio e a a a aa aaa a ea e aa a aea e a aA 12 3 Customising EPOS 4 Excel for your company s sssssssssessssesesssscssesossssesee 13 Customising the logo on the Sales Scree siainen eieiei aiii iai E a i e iaaa an 13 Customising the company logo and company details on the receipts cccessssccececeseesssteaeeeeeens 14 Customising payment types payment autofill and currency ccecsessecececeeessesteaeeeeeeessesssteaeeeeeens 15 Customising the sales data file S ttingS ccccessssccccecessessneeeeececsesesenaeseeeeseseseaeaeeeeeeesseseaeaeeeeeess 15 CHOOSING tax settings isase ea a sacle E aa E a e E Weed ances 15 Advanced
70. EPOS Settings 3 Hal n gt i Ready J 23 10 gt y Printing a test receipt On the receipt settings screen clicking the print test receipt button will print either a narrow receipt or wide receipt dependent on the current user selection for receipts This enables you to check your printer is working without having to make a sale OR to check you are happy with any changes to receipt layout that you have made EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 91 Page Reprinting receipts There are two ways you can reprint receipts in E4E 1 On the current sale screen you can click the reprint last receipt button to reprint the last receipt that E4E generated This button will only be enabled if you have the print sales receipts box ticked muas w ar EPOS Excel v1 4 5 Microsoft Excel o 6 E Home Insert Page Layout Formulas Data Review View Developer Team HAF Current Sale 23 2 On the main options screen you can click the reprint a receipt button This will ask you for the specific transaction number of the receipt you wish to reprint eg BS14042013T1N23 Fill out the numbers of the transaction number on the window and the click print 3 Ta e al EPOS4Excel v1 4 5 Microsoft Excel o Home Inset Pagelayout Formulas Data Review View Developer Team voco z us 7s z EPOS Options EPOS 4 Excel
71. Fixed an issue when item codes were numeric and contained leading zeros E4E would drop the leading zeros causing problems finding the product on the product list This is now fixed and leading zeros in items codes are saved correctly EPOS 4 Excel v1 5 1 30 April 2013 New features changes 1 Added a pre paid order check box to the fast pay window 2 Added new report Sales assistant total sales report Shows how much each sales assistant sold on each of the selected dates 3 Added new report Day full transaction report Show details of each transaction for the specified till and date 4 Added the option on the EPOS settings screen to disable the showing of the sale sub total on the sales screen 5 When creating a customer order you are now forced to include either customer email address or phone number 6 Changed pre paid customer order procedure When taking payment you are now asked to select which items in the sale basket are being ordered 7 Added new report Till reconciliation figures by date This gives a breakdown of the amounts of each payment type that were taken on the specified dates 8 Added the ability to reprint a receipt for any previous sale if you know the transaction number 9 Added quantity of item in stock to the item autocomplete list Fixes EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 143 Page 1 Fixed a problem with calculating total sales tax on
72. L and only to the extent that such information is necessary to install and execute a modified version of the Combined Work produced by recombining or relinking the Application with a modified version of the Linked Version If you use option 4d0 the Installation Information must accompany the Minimal Corresponding Source and Corresponding Application Code If you use option 4d1 you must provide the Installation Information in the manner specified by section 6 of the GNU GPL for conveying Corresponding Source 5 Combined Libraries EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 120 Page You may place library facilities that are a work based on the Library side by side in a single library together with other library facilities that are not Applications and are not covered by this License and convey such a combined library under terms of your choice if you do both of the following a Accompany the combined library with a copy of the same work based on the Library uncombined with any other library facilities conveyed under the terms of this License b Give prominent notice with the combined library that part of it is a work based on the Library and explaining where to find the accompanying uncombined form of the same work 6 Revised Versions of the GNU Lesser General Public License The Free Software Foundation may publish revised and or new versions of the GNU Lesser General Public License from time
73. Ntage ccccecssssscccececsssessaeeeceessesseseeaeeeeeesesssesnsaeeeeseeseesees 25 Manually looking Up a Product S COCE cscssssccececessesenseseceeesessesnsaeeeeeesceseeeaaeeeesessessesnsaeeeeeesseesaes 26 Item AUTOCOMPIEte csc e a a e ai tee a WR a ea ea ic ek Gna ee 27 Using Quick Products BULLONS iir eae dee getacedesiveduoeds sedick coadedes ined A A S sede 28 Deleting an Item from the Sale iiics ra ea aaa ELERESE aara aa aE Dans 28 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 3 Page View the full details of an item in the Sale eee eecececeeeeeceeeeeesaeeeeaeeceeeeeesaeeeeaaeseeeeeaeeneaaeeeeaeeeea 28 Gancellingiaisale strc teste riectetecess ERA tee ato tna tute tehe er Ata hea fet a 28 Taking payment and adding monetary percentage discounts to the sale cccessccsseceeseceeeees 29 TAC FAST PAV WIN GOW oah ae toe ceeds Pos a Boe aoc len ba dc Pee a saab da Peeve a EE a aE a a 29 The full p yments WINKOW connerie netri a e EE EATE EEES E EE E Ree 30 Keyboard shortcut s when taking payment ssssssesessssssssesrrsssssserernrssssrsrrernrssssrsrreennsssserereennssno 31 Changing the sales assistant Name isa evened esse ete E ek Aa aaan Bask eee ee See 32 Changing the tillinumber eninin EE aioe aves E ERE 32 Opening the till cash drawer oc cececsessssecececeseeseneaeeececeseeseaaeseeeesceeseseuaeeeeeessesesasaeeeeeesssesnsaaaeeeesens 32 Locking the sal s SCreen sti 2a
74. Open Cash Drawer Item Tax T20 20 Reni MAVO sales receipt Price Changes Discount item price by 9 Lock Screen Change item price to Time 14 34 xe Date 06 07 2012 ls Assistant Martin M M 4 H Current Sale 3 nk i rfl ED 100 S I Ready ZJ To discount an item s price by a percentage amount double click with the left mouse button on the item s row on the sales screen This will bring up the item details box Enter the percentage discount amount in the discount item price by box numbers only Choose a reason for the price change from the drop down menu Click apply changes to apply the discount and return to the sales screen NOTE If you enter both a price change and percentage discount at the same time then the item s price will be changed first and then the percentage discount applied to this new price This order of applying the discounts works in the retailers favour EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 26 Page Manually looking up a product s code If you find a product without an item code you can always look up the item s code manually On the sales screen click the product search button Enter your search terms and click search For more details on searching and the search options see the products section of this manual ci eR Home inset Page Layout Formulas Data Rewiew View Developer oQ 24 A Aa lt amp
75. Organise your products into different departments eg fruit stationary magazines clothing etc Alternatively you can leave the description 2 and description 3 fields blank On the EPOS settings screen you have the ability to change the label of descriptions 2 and 3 to something more intuitive for your staff eg set the description 2 label to supplier and when you search for a product rather than E4E asking for search terms for description 2 it will ask for search terms for supplier instead NOTE Changes to the description 2 and 3 labels only affect the specific till they are made on If you are running E4E on multiple tills over a network it is therefore a good idea to make the customisation changes to the description 2 and 3 labels before you place copies of the E4E workbook on all your tills EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 41 Page Manually adding or altering product details 7 id as EPOSHExcel v1 4 2 alpha 2 Microsoft Excel Fite Hom Insert Pagelayout Formulas Data Revie Developer Tea Q 02 i 0 i Products s Product Details Required Details Scan Enter Item Code Bnd tt Edit Description Edit Price No Sign Edit Tax Class Product Deal Code Description 2 Description 3 Item Stock Reorder Level Product Stock Levels Qty Delivered 0 Qty in Stock 0 Qty Sold 0 Qty Missing 0 Cancel War h Products Optio
76. Sicitenccecsid acacia dertacel a cclavectucnccelt NE E E AE E EA E EA OERA OA ER 111 DISCOURE OPTIONS E IEE ES EE E EA SE E E S ET E 112 SECUFITY OPTIONS EEEE E he E T T eA eh 112 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 7 Page Sales Data Options eni t eea i eiae anet eaakeac Wesson uae ts da neki Wee eka 113 Start UP Options aeni a a E a totes aioe ae eee a eee ee te 113 Currency and Payment Options S nennir ienei iiae ia ii aei a a aiani iia auia Kaaa 114 PROG lUo OPTIONS NEA E bs coed setae aha E E EES E E EP EEA EEO 114 Fil Settini Snn ienen a a ee eed ee ee 114 Appendix A Using EPOS 4 Excel with multiple tills on a network 115 WAY usea network ossenhaas aaae eaaa e deca dhdveta desea tea Mle dabedels tha Givens dee ea el tabeaee 115 Example of simple network for use with EPOS 4 EXCel cee eeeseeeseeeeeeeeesaeeeeaaeceeeeeeeaeeesaeeneaeeeaes 115 Setting up EPOS 4 Excel for Use ON a NetWork cece eeeeeeeeeeceececeeaeeceseeecaaeeeeaaeceeaeeceaeeeeaaeeeeaeeeeeees 117 Appendix B The full software license for the EPOS 4 Excel workbook 118 Appendix C Calculations used in the EPOS 4 Excel source code 131 VAT fraction calcUlation nieee raae e e a a a aiaa sents A E ieai 131 D als and diSCOUNtS niiden enei a a aa ia a a a a EA Aa e aS 132 Discount off thewholesalesiisreni nisi aaeain aaia iana iiiaae iieiaeie 132 Converting a monetary discount off the w
77. T changing any of the other settings in the pop up box 5 The logo has now been changed EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 14 Page Customising the company logo and company details on the receipts E4E enables you to print either a narrow receipt using a specialist USB receipt printer or a wide receipt using an ordinary USB A4 printer You can choose which will be printed using the receipt settings screen which is accessible from the EPOS settings screen You will need to customise the narrow receipt template and wide receipt template for your company by editing the company logo and company details These can be found via the receipt settings screen See editing the receipt settings section of this manual for more details about how to do this EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 15 Page Customising payment types payment autofill and currency E4E allows payment for products to be made in up to five different ways To change the available payment types in E4E go to the EPOS settings screen ted EPOSExcel v1 4 5 Microsoft Excel l 0 a Home Insert Page Layout Formulas Data Review View Developer Team 9 2 og X J fife EPOS Currency Discount Reasons Security Settings Current EPOS Currency Payment Type Nominal Code g File Settings License Screen Cash 1 EPOS Currency Symbol Tax Settings Sa
78. This report can indicate if there are patterns of refunds by specific sales assistants 1 On the reports screen click the refunds report button 2 Enter the start date for the report and the end date for the report Click ok to produce the report or cancel to cancel NOTE The longer the time period you specify the longer it will take to produce the report You can sort your report by refund amount and sales assistant To print this report to an ordinary not receipt printer click the print report button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 Ifyou wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the refunds sold report to be fully produced you will need to make sure the sales data stores the following Sales Assistant Name Sale Total Quantity Transaction Number Sale Memo EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 71 Page Sales assistant total sales report iW ae EPOS Excel v1 4 5 Microsoft Excel Sal Fite Home Insert Pagelayout Formulas Data Review ie Developer Tea vQ Pg Al bd f k pate Sales Assistant Name Gross Sales 5 01 04 2012 Mikey 2327 04 01 04 2012 Ben 2
79. Users Cell protection and changing the E4E screen background colours 16 4 Setting up EPOS 4 Excel for use ssssessssescosesessescssesesssscssesosssscseesessseesee 17 EPOS 4 Excel data file settings Essential c ccccccssscccssseceesseececsssaeeecsesaececsesaeeeesssaeeeesesaeeeeseaaes 17 Creating a productilist Essential soncni a a ceesu tants cuntian secu laa vdeiasa E A 18 Installing the Free30f9 barcode font Optional cccccccccssssececsssececsesececsesaesecsesaeeeeseaeeeeeeaaes 19 Create an initial stock levels file Optional ccccccccsssccceessececeessececeesecececseeeceesaeeeeeesaeeeseeaeeeeees 19 Setting up a printer and printing receipts Optional ccccccsssccceessececeessececeeseececeesteseseesseeeeeees 19 Setting up E4E Security Settings Optional ccccccccssscccessscceceessecececsseeececsaeeececsaeeeceesaeeecsesseeeeeees 21 Setting up Discount Reasons Deals Optional ccccccsccccsssceessecesseecsseceessecesseecesseecsseeeesseceeseeee 21 5 Making sales with EPOS 4 Excel ssccssssscsssssccccssccccsssscccsssesccesecccessees 22 Starting Out E steel ie a eed ee Ln eee 22 Adding Products to the Sal cccccccccccccsssssssececececessesseaeseceeesesseeeaeseceesseeseaseaeeeeeceseeeaaeaeeeeesessessaaeass 23 Changing any items Prices sanee e aaaea ae Laie Sess ta ental ccesband sane Gai ccbeta tava a aaaea aaiae 24 Discounting an item s price by a Perce
80. View Developer Team oQ 2 Harl Current Sale EJ Secondly to change an item s price double click with the left mouse button on the item s row on the sales screen This will bring up the item details box To change the item s price enter the new price in the change item price to box numbers only Choose a reason for the price change from the drop down menu Click apply changes to apply the price change and return to the sales screen EaR ile EPOSAExcel v1 3 0h Microsoft Excel o zg File Home Insert Page Layout Formulas Data Review View Developer Description 3 ee pee Cancel Sale Current Item Price 4 49 sto nema fe onmcn ore Reprint previous sales receipt M 4 gt Current Sale 3 Ready 7 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 25 Page Discounting an item s price by a percentage td i Erosi ote Sve Fite Home Insert Page Layout Formulas Data Review View Developer vQ PZ bd f E ae S Item Details is Excel Item Details Till No 1 Item Code 3 Sale No 1 4 Item Code Quantity Item Price Tax Class Line tem pescription Absolute 1 1 2 50 TO gl a 4 49 T20 3 1 4 49 T20 4 1 2 50 T20 Description 2 p Description 3 aym ents Item Deals None Cancel Sale Current Item Price 4 49 rs Qty in Stock 18
81. We can then calculate the VAT due on the discounted individual items using these altered item prices from the VAT fraction method detailed above Converting a monetary discount off the whole sale to an equivalent discount How do we work out the effect on individual item prices of a monetary discount off the whole sale such that the VAT can be calculated correctly for a sale which contains products with different VAT rates S total sale amount without discount S individual item price without discount De monetary discount amount in pounds to discount sale by We can consider a monetary discount as equivalent to a percentage discount Dy X S S Dg see discount section above for definition of Dy Where S 3S sum of the individual item prices The equivalent percentage discount to the monetary discount is S D S Dy EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 133 Page E Si Dg Si According to HMRC VAT rules for mixed VAT products the monetary discount of a sale must be apportioned amongst the items in the sale in proportion to the original item prices After this apportionment we can calculate the VAT due on each item using the VAT fraction method detail above Item price after the appropriate proportion of the monetary discount is applied Si PETDER S Rg ie the proportion of the monetary discount applicable to an individual item is S Dg
82. You can layout the sales data in a format identical or near identical to the format you need for importing NOTE Changing the column settings will have to be done separately for each till running on a network unless you customise the E4E workbook and then place a new copy of it on each till The options for what the sales data columns can contain are as follows Warning If you do not choose to include a specific option in the sales data then that specific data regarding the sale will not be kept It is advisable to make sure the sales data records all possible information regarding the sale even if you think you will not need it just in case you do need it in the future Information regarding the sale not saved in the sales data will be lost irretrievably Warning If you do not choose to include a specific option in the sales data then this may stop E4E being able to produce reports from the sales data To produce reports your sales data will need to include the following Payment Amounts 1 to 5 Payment Methods 1 to 5 Sale Total Sale Total Tax Transaction Number Quantity Item Code Item Description Item Description 2 Item Description 3 Sales Assistant Name Sale Memo Net Item Price After Sale Deal Disc Gross Item Price After Sale Deal Disc Item Tax Tax Class EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 96 Page Column Option Description Transaction Number Each individual sale
83. You can keep the sales data from every till in one place so it is easy to back the data up Example of simple network for use with EPOS 4 Excel E4E has been tested on a simple network using a NAS Network Attached Storage drive with the following equipment D 4 A Western Digital My Book Live NAS drive A gigabit router a gigabit router enables to network to run at the fastest possible speed 5 port gigabit network switches to allow you to connect as many tills as you need to the network Enough network cables to connect all the equipment together E4E has currently been tested in a setting with up to six tills networked together with no problems It is unknown how many tills could successfully work together before the network becomes overloaded however E4E allows you to assign till numbers between 1 and 99 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 116 Page The following diagram shows the basic layout of the network under which E4E has been tested Router My Book Live 4321 Network Switch Network Switch Ethernet Cables Each till consists of a laptop USB barcode scanner and USB printer e Ifyou have 3 or less tills connected to the network you do not need to worry about connecting the network switches In this case you can connect the tills directly to ports 2 4 on the router e Ifyou need 4 6 tills you only need to connect one network switch to the router e Ifyou
84. added E a l EPOS4Excel v1 3 0h Microsoft Excel o f 8 Home Insert Page Layout Formulas Data Review View Developer vQ PZ a 4Excel Till No 1 Sub Total 13 98 Sale No 1 Item Code Quantity Item Price Tax Class Line Price Description Total Till Sales Today 1 1 2 50 TO 2 50 FRERKK 3 1 4 49 T20 4 49 Absolute Previous Sale Change 3 1 4 49 T20 4 49 Absolute 4 1 2 50 T20 2 50 real lives Cc Payments Cancel Sale ean aie Open Cash Drawer Ea Search Reprint pa sales receipt Options Lock Screen Time 14 33 Date 06 07 2012 Sales Assistant Martin Print sales Change Change Till Change receipts Printer Number Assistant M 4 gt gt Current Sale 3 fila Ready 2 ST 10 y EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 24 Page Changing an item s price You can change and item s price in two ways Firstly to change an item s price you can use the arrow keys to move to the relevant item price and simply change it If the E4E option to force the user to give reasons for item prices changes is enabled then you will be asked for a reason for the price change This method of changing an item s price also gives you the option to update the product list so this item s price will be changed permanently to this new price Mid 9 Sls EPOSAExcel vLAA Microsoft Excel lajar z Home inset Page Layout Formulas Data Rewiew
85. agement functions click the stock levels button on the main options screen Kida on Home inset Page Layout Formulas Data Review view Developer lt 90 0P E15 bd amp al ej z Stock Levels Deliveries Stock Adjustments Single Adjust Current Stock Level ii i r s Single Item Delivery Qty in R Stock Level Import Mutiple Multiple Adjust Deliveries Qty in Stock Matil Stock Management Options lt J pi gt Ready 73 GH 100 o EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 38 Page Showing the current stock levels of all products Click the current stock levels button on the stock levels screen E4E will show a screen containing a list of all products and their stock levels Ka JE _ a TW Bpostexcel v1 0 lt Microsoft Excel a ko a Home Inset Page Layout Formulas Data Review View Developer vo PZ Al M f sku ka SKU Toescription Qty Delivered Qty In Stock Qty Sold al 5099924400923 In Shallow Seas We Sail Emery 0 o o 9781857925142 Of Such Is The Kingdom 0 o o z 9780852343333 1 Corinthians Strengthening Christ S Church 0 o o Export Current 9781844742646 1 amp 2 Kings Tyndale Commentaries OT D J Wiseman 0 o o 9780852342794 1 amp 2 Peter Living For Christ In A Pagan World o o o Stock Levels Data 9780851112954 1 amp 2 Samuel BST Series OT M J Evans o o o Sort by Qty In Stock 9781921460128 1 amp
86. al Buy 3 different Buy X different for Y X 3 Link the deal code to products from a Y 20 each of the products in selection for 20 the deal Buy product 1 AND Buy X different for Y X 2 Only link the deal code product 2 for 10 99 Y 10 99 to products 1 and 2 Buy lt 5 of product then Buy X or more of an X 5 Set pricelist price for item price 5 Buy 5 item change item price Y 4 the item as 5 You can link a deal code for this deal to as many products as you like but it will only be applied to individual products if enough of that single product ie X or more is being sold EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 60 Page Linking a product to a deal code After setting up the deal codes you now have to link these deal codes to the products in the individual deals You can link individual deal codes to as many products as you like for example Imagine you had a selection of 10 products and you wanted the customer to be able to buy any 2 for 10 You would link a buy any 2 for 10 deal code to all 10 products Then when the customer buys any two out of the ten items linked to the deal code the deal will be applied to the sale OR imagine all products from one supplier were on a buy 2 for 10 you could link a buy 2 for 10 deal code to all products from that one supplier There are two ways to link products to deal codes firstly individually x i
87. ancel NOTE The longer the time period you specify the longer it will take to produce the report You can sort your report by date date tax amount and data sales amount To print this report to an ordinary not receipt printer click the print report button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 Ifyou wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the tax by date report to be fully produced you will need to make sure the sales data stores the following Sale Total Sale Total Tax EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 73 Page Tax by transactions report re Gls EPOS4Excel vi 4d Microsoft Excel o F amp Home Insert Page Layout Formulas Data Review View Developer 7 oPF 8 F9 s amp v Txn Number Date Sale Amount inc Tax Sale Tax Qty Items a BS01082012T1N1 01 08 2012 30 00 0 00 1 BS01082012T1N2 01 08 2012 45 00 0 00 1 BS01082012T1N3 01 08 2012 2 33 0 00 1 BS01082012T1N4 01 08 2012 2 33 0 00 1 BS01082012T1NS 01 08 2012 2 33 0 00 1 BS01082012T1N6 01 08 2012 20 00 0 00 1 Print Report BS01082012T1N7 01 08 2012 2 33 0 00 1 BS01082012T1N8 01 08 2012 2 33 o oo
88. at the top of the product search results static so when you scroll down so they can always be seen 14 Added two extra description fields for products 15 Added a button to enable the user to change the active printer on the current sale screen and the receipt setting screen 16 When you change the folder for the storage location of the E4E data in the file settings you are now asked if you wish to copy existing sales orders data AND existing system data product list receipt message deals list across to new the new storage location 17 Added option to automatically create back ups bak of the sales data files found on sales data settings screen 18 You can now use the keyboard shortcut Alt y on the sales screen to click the payments button 19 Sale sub total ie before sale deals and discounts are added is now displayed on the current sale screen Fixes 1 Fixed a bug where automatic prompt of checking for updates did not wait at least 31 days between update checks 2 Fixed a bug that occasionally caused an error when trying to export the current sales levels to a file 3 Fixed a bug where when you cancel changing the sales assistant name it deleted the old assistant name anyway 4 Fixed a bug where sometimes when you deleted a product from the product list it also deleted a tax class and corresponding VAT rate 5 Problems can be caused in E4E if you try to add import a product with an item code of 0 zero Fixed the code so
89. ata file name rather than using the current system date 4 This version splits the force user to give reasons for discounts option into two force user to give reasons for sale discounts AND force user to give reasons for item price changes Changed the way user can give reasons for item price changes can either double click item to change price or using arrow keys change it manually 5 Added ability to view and edit customer orders from dates other than the current date 6 When showing customer orders you now choose which order to edit by highlighting it using arrow keys and then clicking the relevant button 7 Buttons and column headings are now static at the top of the current orders screen when you scroll down 8 Added a button so that it is possible to print out all customer orders shown on the customer orders screen to a user specified printer 9 Added a button to print out the highlighted customer order to a user specified printer on the customer orders screen 10 Added option on payments form so for refunds the items can go back into sellable stock or not previously all refunded items had been returned to stock but this may not always be appropriate if items are damaged 11 Added the option to alter the name of the sales tax on the receipt to take account of global differences in names On the receipt settings screen you can now determine what the sales tax name will be for the receipt eg VAT GST etc 12 In training mode you a
90. button 2 You will be asked which date and till number you wish to show the till reconciliation figures for Today s date is automatically chosen but you can change this if needed Choose this till for the current till number Alternatively enter the date and the till number you want the reconciliation figures for 3 A window will now pop up displaying the number of items sold and total amounts of each payment type have been taken for the specified day on the chosen till 4 If sales were not made on that till number for that day a message will pop up explaining the reconciliation figures are not available 5 To print out the reconciliation totals for the selected till on a receipt click the print totals button You can access the End of day till reconciliation figures in the way detailed above at any point during the sales period of the day If you do it will just give you a running total of what you have taken on that till until the moment when you view it NOTE For the till reconciliation totals to be fully calculated you will need to make sure the sales data stores the following Payment Amounts 1 to 5 Payment Methods 1 to 5 Sale Total Sale Total Tax Transaction Number Quantity EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 64 Page Reasons why the end of day till reconciliation figures might not match the amounts actually in the till 1 Did you take any initial till float amoun
91. cessary regarding the refund eg the reason for the refund such as misprinted book the receipt number of the original sale etc NOTE If you choose the option of forcing the user to give reasons for a refund in the EPOS Settings then you will have to include a reason for the refund in the memo box 10 Click the complete sale button to complete the refund z id s t K Ma ck RNG ical i Cees _ m EP Parnes 5 af x Sale Deal Discount we eres Refund Total 2 95 shel dest item Code monetary viscount Balance Due 2 95 ES A E in f O 0 00 Enter Refund Amounts ess Discount Reason z 1 Cash 0 00 oo ae 2 Gift Voucher 0 00 0 00 3 Card 0 00 Percentage Discount 4 Book Token 0 00 5 Cheque 0 00 Memo Complete Sale Cancel r P Bn ta s M4r Current Sale 8J us 2 if Ready 22 jE 200 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 34 Page Sales training mode E4E has a built in sales training mode On the main options screen click the sales training mode button to enter the training mode When you are in sales training mode you can learn how to use the sales screen functions with no sales data customer order data product details or stock level changes being saved This enables new staff to get used to the sales functions without anything they do affecting any of your data Traini
92. correctly to take into account the fractional part of the quantity This has now been fixed EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 144 Page 3 Some behind the scenes changes to the code make E4E more compatible with regional number formats EPOS 4 Excel v1 4 1 8 October 2012 New features changes 1 Dates for reports etc are now chosen via a calendar and not drop down menus 2 Added ability to print and redeem gift voucher On the EPOS settings screen Gift voucher is now a fixed payment type alongside cash 3 Added a new sales data column Vouchers which details gift vouchers redeemed and activated 4 In E4E reports changed references to VAT to be Tax Also changed sale data column Total Sale VAT to Total Sale Tax This is to make language about sales tax in E4E not UK centred and applicable internationally 5 Item prices stored in E4E can now be exclusive of sales tax as well as inclusive of sales tax If item price is exclusive of sales tax the receipt shows exclusive item prices a sub total amount of sales tax to be added and then final sales total This corresponds to standard layout for American receipts 6 Added a new sales data column Net Item Price Before Sale Deal Disc this is to allow for the fact that item prices in E4E now can include or exclude sales tax 7 Added new sales data column Item Tax so if you change the tax rate for a tax code your sales data
93. d i s i Product Details Required Details Scan Enter Item Code Find tt Edit Description Edit Price No Sign Edit Tax Class Product Deal Code Description 2 Description 3 Item Stock Reorder Level Product Stock Levels Qty Delivered 0 Qty In Stock 0 Qty Sold 0 Qty Missing 0 Cancel 4 h Products Options J s Ready 27 Ee Tj 100 1 On the products screen click the add alter product button 2 Search for the product you wish to link to a deal code by entering the item code and clicking the find button 3 Inthe product deal code box enter the deal code of the deal that you wish to link the product to eg if the specific deal you want the product to be linked to is represented by the deal code a1 then enter a1 into the deal code box 4 Click the save alterations button The product is now linked to this deal code Repeat the process for any other product linked to this deal code 6 You deal is now set up completely and when adequate numbers of the products linked to the deal code are sold the deal will be added to the sale Ui You can also link many products to deal codes in one go After setting up your deal codes you can produce an Excel workbook file containing Column A Item code SKU Column B The deal code you wish to link the item code in column A to NO column headings or blank rows On the deals screen click the import pro
94. d in the Combined Work and reverse engineering for debugging such modifications if you also do each of the following a Give prominent notice with each copy of the Combined Work that the Library is used in it and that the Library and its use are covered by this License b Accompany the Combined Work with a copy of the GNU GPL and this license document c For a Combined Work that displays copyright notices during execution include the copyright notice for the Library among these notices as well as a reference directing the user to the copies of the GNU GPL and this license document d Do one of the following 0 Convey the Minimal Corresponding Source under the terms of this License and the Corresponding Application Code in a form suitable for and under terms that permit the user to recombine or relink the Application with a modified version of the Linked Version to produce a modified Combined Work in the manner specified by section 6 of the GNU GPL for conveying Corresponding Source 1 Use a suitable shared library mechanism for linking with the Library A suitable mechanism is one that a uses at run time a copy of the Library already present on the user s computer system and b will operate properly with a modified version of the Library that is interface compatible with the Linked Version e Provide Installation Information but only if you would otherwise be required to provide such information under section 6 of the GNU GP
95. d to unlock the screen as well NOTE Passwords are case sensitive Showing till total sales for the day on the sales screen On the EPOS settings screen you can choose whether to show the till total sales for the day on the sales screen EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 33 Page Refunding Items In E4E you cannot refund items at the same time as selling other items ie an exchange If a customer wants to return items and buy different items at the same time first complete the refund of the items and then sell the other items separately 1 Scan the barcode of the first product to be refunded into the first free cell in the Item Code column The price and will automatically be looked up 2 Change the quantity to 1 3 Check the item price is right if not change the item price 4 Repeat for any other items to be refunded 5 Click the payments button and the full payments window will be shown 6 Add any necessary percentage discount monetary discount this must be entered as a positive amount and give reasons from the drop down menu where applicable 7 Enter the amount of refund next to the relevant payment type 8 If the refunded items are not to be returned back to saleable stock eg they are damaged then untick the return items to stock tickbox NOTE By default they will be returned to saleable stock 9 You can use the memo box for recording any other details ne
96. deals and sale discounts are applied are Any deals see the discounts and deals section of this manual for more details and then sale monetary discount followed by the sale percentage discount Adding the monetary discount before the discount works in the retailers favour E bed Bis fe EPOS4Excel v1 4 5 Microsoft Excel Page La 3 Data Revie Develop EPOS 4 Select items being ordered Please click rows to select which items are being ordered Invert Selection Deselect Al Select Al Item Code q SKU 1 Description test 1 Qty 1 Mem price 45 00 1 SKU 1 Description test 1 Qty 1 Mem price 45 00 10 SKU 1 Description test 1 Qty 1 Rem price 45 00 SKU 1 Description test 1 Qty 1 Rem price 45 00 SKU 10 Description hello Qty 1 lem price 1 046 00 SKU 10 Description hello Qty 1 tem price 1 046 00 SKU 10 Description hello Qty 1 lem price 1 046 00 SKU 10 Description hello Qty 1 Rem price 1 046 00 SKU 10 Description hello Qty 1 Rem price 1 046 00 SKU 10 Description hello Qty 1 Rem price 1 046 00 NOTE Each row is quantity 1 select multiples of the same item to order more than one Ok receipts Printer Number Assistant 1 Current Sale 3 gt Ready 7 Ee m 100 Keyboard shortcut s when taking payment ALT 1 Enter payment method 1 amount ALT 2 Enter payment method 2 amount ALT 3 Enter payment method 3 amount ALT
97. duct deal code list button Choose the Excel workbook you have just created E4E will then link the chosen products to the respective deal codes EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 61 Page Showing all products linked to a deal Clicking the show all products linked to a deal button on the deals screen will bring a list up the list of all products which have been linked to a deal code including their stock amounts Removing a link between a single product and a deal code 1 On the products screen click the add alter product button 2 Search for the product you wish to link to a deal code by entering the item code and clicking the find button 3 Delete the contents of the product deal code box 4 Click the save alterations button The link between the product the deal code is now cleared Removing links between all products and a specific deal code On the deals screen click the clear links between products and a specific deal code button You will be asked to enter the deal code and then all links between it and all products will be cleared Warning This information will be unrecoverable so it is advisable to back up your data before your do this Removing all links between products and deal codes Clicking the clear all links between products and ALL deal codes button on the deals screen will remove all links between all products stored in E4E and deal codes Warning This information w
98. e 5 You will be asked for the sales assistant first name This will be printed on the receipt You were served by XXXXXXX and stored in the sales data so the sales assistant making the sale can be identified at a later date if necessary NOTE If the force user to give sales assistant name option is ticked in the EPOS setting then you will have to give a sales assistant name 6 If no sales have been made today using E4E you will be ask to enter a till number If different people are selling in two different places on the same day you need to make sure that they use different till numbers NOTE If you make sales then enter sales training mode and then return to make sales you will be asked for your till number again The sales training mode automatically sets the till number to 1 Zi s EPOS4Excel v1 4 5 Microsoft Excel eam Fie ome tan Palade Fois Dia Man Wee bapa Taam Q co s ug amp EPOS Excel Advanced Options EPOS Options NOTE To print out receipts make sure the printer you wish to sendreceipts to is set as the default printer for this computer EPostexce 145 Martin Stokley 2011 2013 Last Update Check 28 03 2013 Narhi Options 83 J4 rf Ready ZI wom 100 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 23 Page Adding Products to the Sale 1 Scan or manually enter the barcode item code of the first product into the fir
99. e A single sales data file or one for each till If you are using E4E on multiple tills over a network you can choose to store the sales data in individual files for each till or in one file for all tills To choose this on EPOS settings screen click the sales data settings button Then tick untick the save sales data in a single file rather than a separate file for each till checkbox as appropriate This setting will need to be set up to be the same on each individual instance of E4E running on your network C CENE IE EPOS4Excel v1 3 0h Microsoft Excel aa BEM Home inset Page Layout Formulas Data Review View Developer vQ F Sales Data Settings Payment Method 2 Payment Amount 2 Payment Method 3 Payment Amount 3 Payment Method 4 Payment Amount 4 Payment Method 5 Payment Amount 5 Gross Item Price After Sale Deal Disc Time of Sale Create sales data back up files If you tick the create sales data back up files option on the sale data settings screen then E4E will created a back up of the sales data in the same folder that the sales data is stored The back up filename will have a file extension bak and will be a duplicate of the sales data file EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 94 Page Accessing the orders and sales data E bed s EPOSAExcel vi Af Microsoft Excel gt o Import sales data files Import orders data files Sales data
100. e payments window will pop up and tell you the cost of the items in the sale including any deals discounts To return to the sale and add more items click the cancel button What if the customer decides they no longer want an item I ve already scanned Change the item quantity to the number 0 and it will be deleted from the sale I ve accidently left a blank row in the list of products for the sale what do I do Do not worry you do not need to cancel the sale and start again Carry on as normal and when you come to complete the sale E4E will automatically remove any blank rows Can I sell an item which is not on the product list If the details of the item you wish to sell are not currently held on the product list then when you add the item s SKU item code to the sale you will be requested to enter the item details to add it to the product list Choose cancel if you do not wish to sell the item otherwise enter the requested item details I want to close the till down for a couple of hours Do I need to leave EPOS 4 Excel running You can simply choose to lock the sales screen and enter the password to unlock it when you return However you do not need to leave E4E running Exit the sales screen by clicking on the options button Click the Exit button on the options screen and the till number will be saved Close down the computer Come back later and open E4E Go to the sales screen It will recognise that E4E has already been
101. earch window edit product details screen etc Product description 3 label EPOS settings screen Enter label in the relevant box This will appear in the product search window edit product details screen etc File Settings Option Option Location Notes Change the location of the E4E file storage location File settings via EPOS settings screen Click the browse button to change the location of the file storage folder EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 115 Page Appendix A Using EPOS 4 Excel with multiple tills ona network Why use a network To connect multiple tills together over a network all you need is a network drive that all tills can store data on What are the benefits of networking multiple tills together You can update the price list once from a single till and it will be updated on all tills automatically Tax rates can be adjusted on one till and will affect all tills Receipt message can be adjusted on one till and will affect all tills The deal settings can be adjusted on one till and will affect all tills You can have an accurate list of stock based on what all tills have individually sold You can keep all customer orders enquiries stored in one place no matter what till they are entered on and at the end of the day this file could be emailed back to the main company office for processing
102. eceescesseaaaeeeseessesseaeaeeeeeesseesaes 50 Searching customer orders between specified Aates cccsccccccscsssessssecececesessesseaeeeeeesssesestsaeeeeeens 52 Viewing all orders between specific dates with a specific order status cccccceessssceeeeeeessessaeees 53 Editing a customer order from the list of search results cccecsessececeeecessesseaececeesesssestsaeeeeeesseeeees 54 Printing customer orders from the list of search results cccecsessececececessesseaeceeeeseessesteaeeeeeeeseeeees 54 Editing a specific customer order cccccccccsssssssececeeeceesesneeseeececesseaaeseceescessesaaeeeeeesseesesaaaeeeeeeeseesegs 55 8 Discounts and deals vi sscscaic ec dscidsheececdd cavecaassienteccediecteheecacdidedecedsavintecdersaee 56 SELLING up discount TEASONS Acones ae ainei i a E ai E AE a ta 56 osei eA U o E N E A EEA E E A E E EE ES 57 Linking a product to a deal COC ceccccccccssssssssceceeecesseseececeescessesesaeeeeeescesseeaaeeeeeessessesaaeeeesesseeees 60 Showing all products linked to a deal c ccccccccessssssecececessessneeeeececessesesaececeessseseaeaeeeeecesseseaeaeeeeeens 61 Removing a link between a single product and a deal COCC ccssccccccseesssssneeeeeesseesestaeeeeeeeseeeeas 61 Removing links between all products and a specific deal COdC cccccccccesssssssecececseessestaeeeeeesseesees 61 Removing all links between products and deal COS c ccccccsssessssececeeecessessaecececse
103. en you can enter a number specifying how may years a gift voucher will remain active before it expires The expiry date will then be printed on the on the gift voucher NOTE You can enter any positive number including decimals eg 1 5 for one and a half years NOTE E4E assumes a year 365 days If you want a voucher to expire after a number of days calculate and enter the fraction D 365 where D is the number of days you wish the voucher to remain active for Setting the gift voucher item code To use gift vouchers you will need to create a product on your product list which will represent gift vouchers This will be the item you will sell when you sell gift vouchers Create this product with a price of 0 00 and then when selling the gift voucher you will be able adjust the item price to equal the voucher total you are selling Also set the tax code of this gift voucher for the relevant tax rate when selling gift vouchers in your country eg in the UK gift vouchers sold have 0 VAT Enter the item code for this gift voucher product you create on the main gift vouchers screen E4E will then know when it sees this item code in a sale it needs to print and activate a gift voucher Note on gift voucher codes Gift vouchers in E4E are given a unique random 10 character alphanumeric code so this gives 36410 different combinations To stop repeat gift voucher codes being generated E4E after it has generated a voucher code checks to see if this o
104. er on the sales screen by clicking the change till number button You will be asked for your new till number If sales have been made on the new till number already today E4E will automatically pick up the next transaction number and till total Warning Each till should have a unique till number or you will get duplication of sale transaction numbers in the sales data Opening the till cash drawer You can open the till cash drawer between sales by clicking the open cash drawer button This will also print out a short receipt detailing time date and sales assistant when the cash drawer was opened NOTE The open cash drawer function works on the basis that your cash drawer is connected to your receipt printer and the receipt printer is set up to automatically open the cash drawer after a receipt is printed If this is not how your cash drawer works then this button will not be able to open the cash drawer Locking the sales screen If you need to leave the till unattended for any reason you can lock the till by clicking the lock screen button on the sales screen You will then be asked for a password to unlock the screen You can choose your screen unlock password on the EPOS settings screen If you forget the password you can always enter EPOS4excel when asked for a password and this will override any user chosen password unlocking the screen If you have E4E security enabled you can also enter a sales supervisor or administrator passwor
105. er the sales screen or the customer orders options screen 2 A box will pop up asking for details about the order Enter as much information as is possible If the delivery details are the same as the customer details then ticking the Delivery address same as customer address tickbox will automatically set the delivery address the same as the customer address 3 Choose an order status 4 To save the details of the order click the save button NOTE You must enter either a customer phone number or a customer email address to be able to save the order details 5 You can also click the Hold order on draft button to keep the orders details without saving it Clicking this button will close the pop up box but still keep the order details in the pop up box The next time you click the new customer order button the pop up box will appear containing the details you have placed on draft You can then continue editing it before saving NOTE Until you press the save button the order details will not be saved 6 Alternatively you can click the cancel button to exit without saving and the order details will be cleared from the pop up box Customer Orders Options Till No 1 Sale No 1 Total Till Sales Today Previous Sale Change New Customer Order Payments Search Orders Cancel Sale New Customer Edit an Order Order Product Search Open Cash Drawer Reprint previous sales receipt Return
106. es data under a specified date rather than the system date cc cccccccseessessseees 101 CUSTOMER ONCENS TIES a Lecce syncs sa ete cued esd ah ce a a a ea dea Sas wate sa dead enead odunsdas sen E 101 Backing up the sales data customer order data and system data ccccsssscceceeessssssaeeeeeeeseeses 102 Importing Sales Catal A essa ei cans os shank acces solace esi sd Ga aadeees degdig saan theses AE 102 Importing Orders dataserie a e Wes shes a dad ste asa athe aessa aa eaaa 103 14 EPOS 4 Excel Security Settings sccccssssccsssscccsseeccssseccessscecseseesees 104 Enabling the Security S ttingS ccccccccccccssssssssececececseseseesecececeseesesaeeeceeecesseseeseseeeessesseaeaeeeeeesseesegs 105 Logging in with a security level PASSWOMKC c ccccccccssssessseeececesseseseeeeeeeeessesaaeseceessessesaaeeeeeesseeeegs 106 15 Upgrading to a new version of the EPOS 4 Excel ssscsssescssscceseesees 107 Checking for updates to the EPOS 4 Excel worksheet ccccsscccccecsssesscseseeececessessaaeseeeesenssessaaees 107 Upgrading to a newer version of EPOS 4 Excel cccccssssccccecessessnseseceeeceesesneaeseeeesseesesseaeeeeseseeesegs 108 16 Summary of the main EPOS 4 Excel settings options s0ssse0 109 S le Options niun a aaa ceed Lean eee ae bese ee e ees 109 RECEIDE OPTIONS E cece kd ek coe cla cosets eh ees ea cede Wea ceed Sa ces Sect ca cea Sack ceca ceeu A A 110 TAX O PUOn
107. es on the receipt as appropriate 7 As appropriate edit the lines of the receipt template containing the company address company phone number VAT number and company number Do not alter the receipt template below row 7 as this part of the receipt will hold the sale details 8 Alter the value for blank row height as appropriate The small the blank row height then the less space blank rows on the receipt will take up This can be useful if you want to save paper usage 9 Click on the Excel review menu and select protect sheet Click ok in the pop up box WITHOUT changing any of the other settings in the pop up box 10 The receipt template has now been changed You can print a test receipt by clicking the print test receipt button on the narrow receipt template screen NOTE Changes to the narrow receipt template only affect the specific till they are made on If you are running E4E on multiple tills over a network it is therefore a good idea to make the customisation changes to the receipt template before you place copies of the E4E workbook on all your tills EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 87 Page Setting up wide receipts for use cn eA ar oe x File Insert Paget yout Formulas Data Review View Developer cwe s Al4 F pp 8 lt D a s j u i x a a 1 2 epos ier Date 22 01 2012 3 AE ycel Address Time 09 07 07 4 Address TXN 8S22012012T1N6 5 Com
108. eveloper vQ opz c24 ad f sales Security Settings M Enable Security Sales Security Level Functions Supervisor Security Level Functions Administrator Security Level Functions Make Sales Access sales level functions AND Access supervisor level functions AND Create Delete Edit customer orders Refunds Access the EPOS 4 Excel Settings Product Search Add Edit product details functions Clear stock levels Sales reports functions Delete products Deals functions a Allow refunds Stock level functions except clear stock levels Change till number l Allow add edit product details Sale discounts Item price changes l taillcna sale cle nts i Rect Customise Quick Products Password sales l supervisor administrator NOTE Passwords should be different for each user level If not then the entering the password will activate the Return to options highest possible user level for that password M 4 gt Hi Security lt 3 la Si Administrator user logged in fe 100 iy To enable the E4E security settings Allow the sales assistant to complete refunds Click the security settings button on the EPOS setting screen Tick untick the optional functions that are allowed for the sale security level as Allow the sales assistant to add edit product details Allow the sales assistant to add discounts to a sale or change the price of an individual item price change or percentage off an item If you do not allow the
109. evelopers that use the GNU GPL protect your rights with two steps 1 assert copyright on the software and 2 offer you this License giving you legal permission to copy distribute and or modify it For the developers and authors protection the GPL clearly explains that there is no warranty for this free software For both users and authors sake the GPL requires that modified versions be marked as changed so that their problems will not be attributed erroneously to authors of previous versions Some devices are designed to deny users access to install or run modified versions of the software inside them although the manufacturer can do so This is fundamentally incompatible with the aim of protecting users freedom to change the software The systematic pattern of such abuse occurs in the area of products for individuals to use which is precisely where it is most unacceptable Therefore we have designed this version of the GPL to prohibit the practice for those products If such problems arise substantially in other domains we stand ready to extend this provision to those domains in future versions of the GPL as needed to protect the freedom of users Finally every program is threatened constantly by software patents States should not allow patents to restrict development and use of software on general purpose computers but in those that do we wish to avoid the special danger that patents applied to a free program could make it e
110. excel weebly com Martin Stokley 2011 2013 134 Page Price after discount apply percentage discount x apply monetary discount as an equivalent percentage discount x original price This means we can combine simply a percentage discount and a monetary discount with the monetary discount being apportioned amongst the item prices appropriately according to HMRC guidelines for mixed VAT products Deals Buy x items for y How do we work out the effect on individual item prices of a buy x items for y deal such that the VAT can be calculated correctly for a sale which contains products with different VAT rates As a deal only effects the items included in the deal and not any other items in the sale basket first we assume for our calculation purposes that we only have the x items that are in the deal Original item price Sum of original deal item prices De is the monetary discount we need to add to make the deal items cost y T Yi Sum of deal item original prices y I Dg l Dg Total of items in the deal after deal is applied According to HMRC guidelines for mixed VAT products we need to apportion the deal total y amongst the items in the deal in proportion to their original item prices I I Price of item x after apportioning y x F I Dg x T l Dg Apportioning the deal total across the items in the deal is therefore equivalent to applying a monetary discount of Ds to the x items Simplif
111. f v Date Cash Gift Voucher Card Book Token Cheque 5 23 04 2013 11204 00 13 87 34 87 0 00 0 00 24 04 2013 180 00 0 00 0 00 0 00 0 00 Report Results Total Sales Amount inc Refunds 11405 00 Till number 1 00 Print Report Dates 23 04 2013 to 24 04 2013 Exit Report Till reconciliation figures by date 4 gt M Report Results s La0 Ready 29 ct Gy 100 The till reconciliation figures by date report provides a breakdown of how much of each payment type was taken on a specific till for a time period 1 On the reports screen click the till reconciliation figures by date button 2 Choose the date perioed you require the report for and and enter the till number you wish to generate the report for There are no sorting options for this report To print this report to an ordinary not receipt printer click the print report button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 If you wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the till reconciliation figures by date report to be fully produced you will need to make sure the sales data stores the following Payment Methods 1 5 Payment Amounts 1 5 Sale Total
112. ffectively EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 122 Page proprietary To prevent this the GPL assures that patents cannot be used to render the program non free The precise terms and conditions for copying distribution and modification follow TERMS AND CONDITIONS 0 Definitions This License refers to version 3 of the GNU General Public License Copyright also means copyright like laws that apply to other kinds of works such as semiconductor masks The Program refers to any copyrightable work licensed under this License Each licensee is addressed as you Licensees and recipients may be individuals or organizations To modify a work means to copy from or adapt all or part of the work in a fashion requiring copyright permission other than the making of an exact copy The resulting work is called a modified version of the earlier work or a work based on the earlier work A covered work means either the unmodified Program or a work based on the Program To propagate a work means to do anything with it that without permission would make you directly or secondarily liable for infringement under applicable copyright law except executing it on a computer or modifying a private copy Propagation includes copying distribution with or without modification making available to the public and in some countries other activities as well To convey a work means any ki
113. files can record the tax rate that linked to that tax code and applied to an item when it was sold 8 Added a new report tax by date and tax code it shows the amount of sales sold under each tax code and the amount of tax for each tax code on each date between user specified dates 9 On the narrow receipt template you can now set the height of any blank rows on the receipt to save paper You also now set the height of the logo row by entering the row height in the box It is necessary to set logo row height as this then allows the setting of the height of blank rows 10 The receipt message can now contain carriage returns which means you can control the layout of the receipt message more adequately 11 On the sales screen when the item price change box reason box is showing you can now press the enter key to select the reason and hide the box 12 An alternative way of adding items to a sale is provided by the Item Code Autocomplete button on the sales screen 13 Added the ability to import sales data files and customer orders data files into your E4E installation 14 You can now choose on the EPOS settings screen whether or not to show the till total sales on the sales screen 15 There is now an option to set the width of the narrow receipt template in centimetres by typing in the required number on the template 16 Added an optional fast pay window to the payments process to make payments where customer usually gives you exact mone
114. for most software and other practical works are designed to take away your freedom to share and change the works By contrast the GNU General Public License is intended to guarantee your freedom to share and change all versions of a program to make sure it remains free software for all its users We the Free Software Foundation use the GNU General Public License for most of our software it applies also to any other work released this way by its authors You can apply it to your programs too When we speak of free software we are referring to freedom not price Our General Public Licenses are designed to make sure that you have the freedom to distribute copies of free software and charge for them if you wish that you receive source code or can get it if you want it that you can change the software or use pieces of it in new free programs and that you know you can do these things To protect your rights we need to prevent others from denying you these rights or asking you to surrender the rights Therefore you have certain responsibilities if you distribute copies of the software or if you modify it responsibilities to respect the freedom of others For example if you distribute copies of such a program whether gratis or for a fee you must pass on to the recipients the same freedoms that you received You must make sure that they too receive or can get the source code And you must show them these terms so they know their rights D
115. funds Security settings via EPOS settings screen Option ticked sales assistant will be able to complete refunds Option unticked supervisor or above password will need to be entered to complete refunds Allow sales assistant to add edit product details Security settings via EPOS settings screen Option ticked sales assistant will be able to add edit product details Option unticked supervisor or above password will need to be entered to add edit product details Allow sales assistant to add sale discounts item price changes Security settings via EPOS settings screen Option ticked sales assistant will be able to add sale discounts change item prices ina sale Option unticked supervisor or above password will need to be entered to add a sale discount change an item price in a sale Security settings passwords Security settings via EPOS settings screen Enter new passwords in relevant boxes EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 113 Page Sales Data Options Option Option Location Notes Transaction number prefix Sales data settings via the EPOS settings screen Sets the prefix for sale transaction numbers in the sales data see section 12 of this manual for more details Save the sales data in a single file rather than a separate file for each till Sales data settings via the EPOS setting
116. go to make it fit as appropriate As appropriate edit the columns A and B of the wide receipt template which contain the company address company phone number VAT number and company number Do not alter the receipt template below row 8 as this part of the receipt will hold the sale details Alter fonts and font sizes as appropriate Click on the Excel review menu and select protect sheet Click ok in the pop up box WITHOUT changing any of the other settings in the pop up box The logo and company details on the receipt have now been changed You can print a test receipt to see how your new logo and company information looks on the wide receipt by clicking the print test receipt button on the wide receipt template screen NOTE Changes to the wide receipt template only affect the specific till they are made on If you are running E4E on multiple tills over a network it is therefore a good idea to make the customisation changes to the receipt template before you place copies of the E4E workbook on all your tills EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 88 Page Receipt layout settings which apply to both narrow and wide receipts Changing the font used on receipts When you have unprotected the receipt template you can highlight the columns of the wide or narrow receipt template and change the font using the Excel home tab on the ribbon Remember to protect the receipt template worksheet and
117. he transaction number of the corresponding sale in the sales data which is also the same as the transaction number on the customer receipt Column D Customer name Column E Phone number Column F Email address Column G Customer address 1 Column H Customer address 2 Column Customer city Column J Customer county state Column K Customer postcode Column L Customer country Column M Delivery name Column N Delivery address 1 Column O Delivery address 2 Column P Delivery city Column Q Delivery county state Column R Delivery postcode Column S Delivery country Column T Items ordered Column U Order notes Column V Order status If you are working remotely then at the end of the day the customer orders file could be emailed to your companies head office for processing EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 102 Page Backing up the sales data customer order data and system data There are two options for backing up the sales data customer order data and system data 1 Manually navigate to the E4E folder containing the data and make a copy of it 2 On the file settings screen click the back up sales orders and system data button Choose the folder location you wish to back the data up to You will be able to choose to create a new folder here E4E will then back up the data for you to your chosen location It is advisable to back up the storage folder at the end of
118. he product needs to be reduced increased due to mispricing etc This can be done during a sale by simply altering the item price every time the product is scanned on the sales However you can also make the price change more permanent by altering the price list using the above method NOTE If you wish to edit the details of a product whose item code you don t know then see the searching for products section below for details about how to find a product by item description NOTE If you do not set an item stock reorder level it will be automatically be set to zero EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 42 Page Keyboard shortcut s when manually adding altering products ALT e Move cursor to enter item code box ALT f Find the item TAB Enter key Move to next entry field ALT s Save changes Add new product ALT c Cancel EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 43 Page Importing products The quickest way to create a product list is to create an excel workbook XLS or XLSX to import into E4E The Excel workbook should have the following columns Column A SKU Item Code Item Barcode Column B Item Description Column C Product Price Column D Item Tax Class Column E Deal code You may leave this column blank Column F Product Description 2 You may leave this column blank Column G Product Descripti
119. he Excel worksheet you are trying to import Open a new blank Excel workbook and copy the product list you are trying to import to sheet1 of this new workbook Save it under a new name Now try importing this new workbook which contains your data instead of the original problematic one Excel Crashed and has recovered the E4E workbook It is best not to use any recovered workbooks as this can lead to other errors such as the save error detailed above Close down any recovered workbooks close Excel and then start again with the original E4E worksheet you were working on before Excel crashed EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 141 Page Repairing your Excel installation Very occasionally repairing your Excel installation can help resolve unexplained errors You can repair your Office 2010 programs by doing the following Click the Windows Start button then click Control Panel Click Programs and Features Click the Office 2010 program that you want to repair then click Change Click Repair then click Continue You might need to restart your computer after the repair is complete Raw EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 142 Page Appendix H EPOS 4 Excel Version History EPOS 4 Excel v1 5 2 25th May 2013 New features changes 1 Added the option on receipt settings screen to choose whether you include the full sale tax details o
120. hole sale to an equivalent disCOUNT ccceseereees 132 Combining monetary discounts and percentage discounts off the whole Sale ccccceseesseeeees 133 Deals Buy xitems TOM LY lt A Addit et ee A tena Wad Neuen lee Maal Ad RIN Aca tia 134 Deals Buy x pet Cheapest y Tree veseececsiscecesssevenstaduea ras sacueesceiuevensduneere Va aeaa D iaa EN EEs 134 Procedure for applying deals and CiISCOUNCS ccceessscecececeseeseaeeeceeecesseseaaececeessessnesaeeeeeessesees 135 Appendix D Description of the system data files created by EPOS 4 Excel 137 Appendix E Accessing the visual basic for applications VBA source code for EPOS 4 EXcel iu cvsseccddostetsihibnevaddatdcenass vateoccdadect bie yadda iecasdsavetecaddavnteliuaenae ddd 138 Appendix F Retrieving forgotten security paSSWOFKdS sssssseeeeeeseees 139 Appendix G Troubleshooting ssccsssssccsssscccsssesccssssccesseccccssessceseees 140 Downloading EPOS 4 Excel from epos4excel weebly com Internet Explorer UserS 0008 140 Compile Error in Hidden Module 1 cccccccccccessssssssceeececessesseeeeeeeceseessaaeseeeesceseeaaeseeeeseessessaaeess 140 Runtime Error 1004 Method Save of Object Workbook Failed cccesscsccceeessessseeeeeeseeesees 140 Runtime Error 1004 Application or object defined error when trying to import products 140 Excel Crashed and has recovered the E4E Workbook
121. iPt ceseesssssceccceseseessseccecscssssneasaesecssssnsseaasaeees 88 Adjusting the sales tax name Which appears ON a LCCCIPt ccccccceseessssscececesssnensnascececssssssnesasaeees 88 Editing the message at the end Of receipt secsessccccceceessnsssecececessenessscesesscssesnesasaesesssssseseaasasees 89 Printing VAT in UK pounds on the receipt when using a different currency sscccccesssesstssseeees 90 Printing a test reCei pti eicccccectercaceteeca oie a a aa a a a a a oaas 90 Reprinting rece o e ee E E E AE kaos 91 13 The sales data customer order data and system Cata cccssccsseeeesees 92 Choosing the sales data file format c cccccccccssssssscecececessesecseseeeescesseseuaesececsssssesasaeeeeeeeseessasaeeeeeens 92 A single sales data file or one for each till ooo cece cessecececesessssssaeeececesseseseseceeseessessaaeseeeeseseseseaaees 93 Create sales data back up fE a a a r raaa OEA Sees 93 Accessing the orders and sales data ccsssccccccscsssessnecececececseseaeeececsseeseaaeaeseesesseeeaaeeeeeessssseseaaeas 94 Customising the layout of the Sales data cccccssssccccecessesssseceeececsssesnsaeeeeeesessseaaeeeescesseseseaeeeesens 95 Understanding the different item prices that appear in the sales data cccccccccessssssseeeeeeseesees 100 Changing the transaction number Prefix ccccsessssccececessessnsececececsssessaecececseesseseaaeeeesessesseseaaeeas 101 Storing the sal
122. ic for applications VBA source code for EPOS 4 Excel It is possible to access the source code for EPOS 4 Excel using the developer functions built into Excel You will need to enter a password to access the VBA source code The password is EPOS4excel password is case sensitive Only those who have knowledge of programming or VBA should attempt to alter this code Why have the source code password protected From experience in the development of E4E on the rare occasion that E4E has crashed due to a bug if the source code is not password protected then the user who knows nothing about VBA can accidently make changes to the source code by choosing to debug it These accidental changes in turn can cause E4E to fail completely Having the source code password protected prevents this error happening whilst still allowing advanced users to access the source code To access the VBA source code you will need to show the developer tools on the Excel ribbon see http www addintools com documents excel how to add developer tab html On the developer tools ribbon then click the visual basic button When the visual basic environment appears if you double click on module 1 left hand side window you will then be asked for the password for accessing the source code EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 139 Page Appendix F Retrieving forgotten security passwords If the security setting
123. icense The Library refers to a covered work governed by this License other than an Application or a Combined Work as defined below An Application is any work that makes use of an interface provided by the Library but which is not otherwise based on the Library Defining a subclass of a class defined by the Library is deemed a mode of using an interface provided by the Library A Combined Work is a work produced by combining or linking an Application with the Library The particular version of the Library with which the Combined Work was made is also called the Linked Version The Minimal Corresponding Source for a Combined Work means the Corresponding Source for the Combined Work excluding any source code for portions of the Combined Work that considered in isolation are based on the Application and not on the Linked Version The Corresponding Application Code for a Combined Work means the object code and or source code for the Application including any data and utility programs needed for reproducing the Combined Work from the Application but excluding the System Libraries of the Combined Work 1 Exception to Section 3 of the GNU GPL You may convey a covered work under sections 3 and 4 of this License without being bound by section 3 of the GNU GPL 2 Conveying Modified Versions If you modify a copy of the Library and in your modifications a facility refers to a function or data to be supplied by an Applicati
124. ich is normally used for personal family or household purposes or 2 anything designed or sold for incorporation into a dwelling In determining whether a product is a consumer product doubtful cases shall be resolved in favor of coverage For a particular product received by a particular user normally used refers to a typical or common use of that class of product regardless of the status of the particular user or of the way in which the particular user actually uses or expects or is expected to use the product A product is a consumer product regardless of whether the product has substantial commercial industrial or non consumer uses unless such uses represent the only significant mode of use of the product Installation Information for a User Product means any methods procedures authorization keys or other information required to install and execute modified versions of a covered work in that User Product from a modified version of its Corresponding Source The information must suffice to ensure that the continued functioning of the modified object code is in no case prevented or interfered with solely because modification has been made If you convey an object code work under this section in or with or specifically for use in a User Product and the conveying occurs as part of a transaction in which the right of possession and use of the User Product is transferred to the recipient in perpetuity or for a fixed term regardless of ho
125. ie Sale basket contains numerous items X of these items make up an occurrence of a specific deal eg buy x for 2 buy x for 1 a Work out what the total value of the X items in the deal ONLY should have been b Work out what the amount of discount due on these X items EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 136 Page c According to which deal you are applying work out the multiplier calculated above buy X for Y OR buy X for Y d Apply that multiplier to the prices for the X items in the deal ONLY e Repeat this procedure for any other occurrences of deals in the basket ie if you have two buy 1 get 1 free deals in the basket you go through the procedure for the first 2 items that make up the first occurrence of the buy 1 get 1 free deal and then you go through the procedure for the second 2 items that make up the second occurrence of the buy 1 get 1 free deal You have now calculated how the item prices have been affected by the deals applied to the sale 2 Next apply any monetary discount that is due off the whole sale basket Make sure any deals have been applied to the item prices first Now the monetary discount of the whole sale is applied to EVERY item in sale basket as follows a Work out sale total after deals have been applied b Work out what sale total will be after the additional monetary discount has been added to the whole sale c Work out b as percentage of a d Ap
126. ill be unrecoverable so it is advisable to back up your data before your do this EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 62 Page 9 Reports E td gt Ble EPOSAExcel v1 4 5 Microsoft Excel ron x mie Home Insert Page Layout Formutas Data Review View Developer Team R EE E F24 X f z Today s sales total for all tills Products sold report Tax by date report ig ere Products sold sales amount report Tax by transactions report res T date tax code report Day full transaction report Products refunded report Till reconcilation figures by date Refunds report M4 gt h Reports J a Ready 7 n 200 E4E offers thirteen reports Today s sales total for all tills End of day till reconciliation figures Till reconciliation figures by date Products sold report Products refunded report Products sold sales amount report Refunds report Tax by date report Tax by transactions report Tax by date tax code report Day full transaction report Sales assistant total sales report and Stock reorder report Those reports which are produced on an Excel worksheet you can always highlight the cells containing the report and cut paste them to a new blank Excel worksheet You will then be able to manipulate the report as appropriate NOTE The generation of reports assumes that all the sales data files created by E4E over the requested report time peri
127. iption use a large number eg 9999 Display item code rather than item description on the receipt Receipt Settings via EPOS settings screen Option ticked show item code Option unticked show item description Receipt message Receipt Settings via EPOS settings screen Click edit receipt message button to change Sales tax name on the receipt Receipt Settings via EPOS Settings screen Enter the sales tax name for your country as you would like it to appear on the receipt NOTE Use abbreviations where possible as a too longer name could cause problems with the receipt layout Logo row and blank row heights on the narrow receipt template Narrow Receipt Template via EPOS settings and the Receipt Settings screen Allows you to adjust the height of the logo row and any blank rows on narrow receipts Include full tax details on receipts Receipt Settings via EPOS settings screen Option ticked full tax details will be shown on receipts Option unticked no tax details will be shown on receipts Include a manual reference number on receipts Receipt Settings via EPOS settings screen Option ticked you will be asked for a reference number when completing a sale and this will be shown on the receipt Option unitcked no manual reference number will be used EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 111 Page Tax Options
128. is allocated a unique transaction number in the following format BS13082011T1N12 Transaction Number can be interpreted as follows The first section The transaction number prefix chosen on the sales data settings screen The next eight numbers DDMMYYVY the date that the sale was made on The next letter and numbers T Till and the number following it will be till number The last letter and numbers N and numbers following it signify the number of the sale on that till for that day Item Code The SKU Item code of a product in the sale See also the KNOWN ISSUE 1 box below Item Description The description of the product identified by the item code in this row of the sales data Quantity How many of the item identified by the item code in this row of the sales data was sold Net Item Price After Sale Deal Disc The price excluding tax of the item identified in this row of the sales data AFTER any deals discounts have been applied See also the KNOWN ISSUE 2 box below Net Item Price Before Sale Deal Disc The price excluding tax of the item identified in this row of the sales data before any deals discounts have been applied See also the KNOWN ISSUE 2 box below Sale Total Tax The total amount of tax on the whole sale NOTE This will only appear on the first row of the sale in the sales data Payment Method 1 Payment Method 2 Payment Method 3 Payment Method 4
129. is report to an ordinary not receipt printer click the print report button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 Ifyou wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the tax by date report to be fully produced you will need to make sure the sales data stores the following Net Item Price After Sale Deal Disc Gross Item Price After Sale Deal Disc Item Tax Tax Class EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 75 Page Stock Reorder Report rae Gls EPOS4Excel v1 3 0a Microsoft Excel o f 8 Home Inset Pagelayout Formulas Data Review View Developer vQ Px F2 ad f ItemCode Description Qty in Stock Reorder Level Description 2 Description 3 3l 1 test1 1522 0 I 3 test3 109 0 4 test4 29 0 1234 test 1234 oO 0 Print Report Exit Report Date 02 06 2012 Sort By Description Sort By Description 2 Sort By Qty in Stock Sort By Description 3 Report Product Re order M 4 gt M Report Results 2 T4 i i Ready amp B 100 S iy The stock reorder report lists all products whose quantity in stock amount is equal to or below their item stock re
130. kley 2011 2013 69 Page Products refunded report id T i vi 2beta Microsoft Ee lolo DONO Dno N TEE c9 bd f Item Code Description Qty Refunded No Txns Description 2 Description 3 A 1 grilling fish 4 2 testing asginisgbibg testing sdfgnngdinii 2 test 1 1 Report Results 3 Absolute 1 1 Total Cost 29 36 Total Qty Refunded 6 Print Report Report Dates 05 04 2011 to 05 04 2012 C m Sort By Description Sort By Description 2 Sort By Qty Refunded Sort By Description 3 Products Refunded M 4 M Report Results amp Ready ZJ 100 t 2215 05 04 2012 O uid The products refunded report lists all products and quantities refunded in a user defined period 1 On the reports screen click the products refunded report button 2 Enter the start date for the report and the end date for the report Click ok to produce the report or cancel to cancel NOTE The longer the time period you specify the longer it will take to produce the report You can sort your report by description qty refunded descrition 2 or description 3 The No Txns number of transactions tells you in how many separate transactions the quantity of item was refunded This can indicate if your most refunded item was refunded in one transaction or many and therefore the products refunded report can indicate if there are problems with a certain product To print this report to an ordinary not receipt printer click the print repor
131. l or e Declining to grant rights under trademark law for use of some trade names trademarks or service marks or f Requiring indemnification of licensors and authors of that material by anyone who conveys the material or modified versions of it with contractual assumptions of liability to the recipient for any liability that these contractual assumptions directly impose on those licensors and authors All other non permissive additional terms are considered further restrictions within the meaning of section 10 If the Program as you received it or any part of it contains a notice stating that it is governed by this License along with a term that is a further restriction you may remove that term If a license document contains a further restriction but permits relicensing or conveying under this License you may add to a covered work material governed by the terms of that license document provided that the further restriction does not survive such relicensing or conveying EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 127 Page If you add terms to a covered work in accord with this section you must place in the relevant source files a statement of the additional terms that apply to those files or a notice indicating where to find the applicable terms Additional terms permissive or non permissive may be stated in the form of a separately written license or stated as exceptions the above re
132. lation otherwise you will get duplication of transaction numbers in the sales data Duplication of till numbers can cause problems with the end of day reconciliation figures report NOTE To be able to update the stock levels when you import sales data you will need to make sure the following columns are saved in the sales data Item Code Item Description Tax Class Quantity Gross Item Price Before Sale Deal Disc EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 103 Page Importing orders data It is possible to import orders data files into E4E eg If you make sales at a temporary location take some customer orders and you want to then import these orders data files in your main E4E installation 1 On the file settings screen click the import orders data files button 2 Choose the orders data files you want to import You can select more than one file at a time by holding down the ctrl button and clicking multiple files in the file dialog box NOTE The order numbers will be changed in the imported orders if orders were also made on your main E4E installation on that day EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 104 Page 14 EPOS 4 Excel Security Settings Due to the nature of Excel it is impossible for EPOS 4 Excel to give security that is 100 secure anyone with an advanced level of understanding Excel would be able to crack it However E4E does includes s
133. les Data Settings 2 3 For the symbol use alt gr key 4 key Book Token 4 Receipt Settings Gift Voucher Template 5 Cheque Make sure the product prices stored in EPOS e E ES a are in the current EPOS currency Note Cash and Gift Voucher payment types are fixed the other three If current EPOS currency is NOT UK are editable Change can be given by cash or gift voucher Start Up Options I s then include VAT in UK s on receipt v Use fast pay window when taking payment I Show license screen at start up Record the nominal code rather than payment type in the A If user has not checked for updates for more sales data than a month then prompt at start up r Disable warning about missing barcode font W Force user to give a sales assistant name at start up Only allow the selling of Sales Screen Options Screen lock rd EPOS4excel Change y iti Leis Haal Hide Item Autocomplete button on sales screen jy Force user to give a reason Description 2 Label __ Description 2 Vv Show till total sales on sales screen for refunds Description 3 Label Description 3 M Show sub total on sales screen gt H EPOS Settings lt J 1 an Ready 2 So 0 Q 1 buys this number of r the current EPOS 1 00000 currency i Payment type 1 will always be fixed as cash and payment type 2 will always be fixed as gift voucher but you can chose payment types 3 5 to be anything you want Change the
134. les receipt 9781899464043 An Authentic Servant Booklet Fernando Ajith 9781934885536 How People Change 9781850782032 Evidence Not Seen P B Deibler Rose Darlene 9781433528460 ESV Economy Bible 9781846250095 Love your Muslim neighbour 9781846251528 Discipline with care 17 36 9781844744152 Breeze of the centuries The 9781846250026 Design and origin of birds 9781905564798 Cry of my heart The Bible Study 25 08 2012 9781907377365 Totally Transformed Bible Study Hawkins Tim A 9781921441721 Sex Little Black Books Martin 9781853454189 YP s Guide To Starting Secondary School Holloway Steve 9781844741915 Total Church 9781844745203 Everyday Church Change Till Change 9781921643477 Dinosaur Challenges and Mysteries Number Assistant M 4 gt Current Sale 2 4 i J gt i Ready aai IE 100 y If the Hide Item Autocomplete button option is unticked on the EPOS settings screen then the sale screen will show the Item Autocomplete button This button provides an alternative way of entering products into the sale Clicking the button will bring up a window 1 Start typing the first few characters of an item code or item description in the box and a list of products that match the beginning of what you have typed will appear 2 You can choose an item off this list either by double clicking on it or use the arrow keys to move up down the list and use the enter key to select the item 3 Enter quantity of this ite
135. ligations under article 11 of the WIPO copyright treaty adopted on 20 December 1996 or similar laws prohibiting or restricting circumvention of such measures When you convey a covered work you waive any legal power to forbid circumvention of technological measures to the extent such circumvention is effected by exercising rights under this License with respect to the covered work and you disclaim any intention to limit operation or modification of the work as a means of enforcing against the work s users your or third parties legal rights to forbid circumvention of technological measures 4 Conveying Verbatim Copies EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 124 Page You may convey verbatim copies of the Program s source code as you receive it in any medium provided that you conspicuously and appropriately publish on each copy an appropriate copyright notice keep intact all notices stating that this License and any non permissive terms added in accord with section 7 apply to the code keep intact all notices of the absence of any warranty and give all recipients a copy of this License along with the Program You may charge any price or no price for each copy that you convey and you may offer support or warranty protection for a fee 5 Conveying Modified Source Versions You may convey a work based on the Program or the modifications to produce it from the Program in the form of source c
136. m being sold and item price The selected item will be added to the sale If you click cancel on item quantity the item will not be added to the sale if you click cancel on the item price the item will be added to the sale but the product list price will be used 4 The Item Auto complete box will remain open until you click the close button NOTE The longer your product list then longer the it will take to compile a list of matching products EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 28 Page Using Quick Products Buttons Kl a Gls EPOS4Excel v1 3 0h Microsoft Excel o F 8 Home Insert Page Layout Formulas Data Review View Developer vQ P2 A4 M fe 2 4Excel Till No 1 Sub Total 0 00 Sale No 1 Item Code Quantity Item Price Tax Class Line Price Description Total Till Sales Today Previous Sale Change Payments Cancel Sale ass Sete Open Cash Drawer Product Search Reprint previous sales receipt Options Lock Screen Time 14 30 Date 06 07 2012 Sales Assistant Martin Print sales Change Change Till Change receipts Printer Number Assistant M 4 gt Current Sale J 4 i Ready 7 m 100 C Q If you have enabled quick products in E4E see the products section of this manual for more details then the sale screen will show the quick products buttons otherwise these buttons will remain hidden Click on a quick product butto
137. n This error can happen if Excel is not set up right See Appendix E for how to access the VBA source code When you are at the screen showing the source code the VBA development environment for E4E a Go to the Tools menu choose References Make sure that Microsoft Office 14 00 Object Library is ticked or the highest number of the Microsoft Office Object is ticked if you do not have 14 00 Untick any items that have the word MISSING next to them Click ok Close the VBA source code development environment window Save the worksheet and close Excel Re open the worksheet and hopefully the error will be solved n NOW Pw Runtime Error 1004 Method Save of Object Workbook Failed Possible solution This can happen if Excel crashes and then recovers your workbook If you then use this recovered workbook any changes you make to the E4E will not be able to be saved and it will cause this error You can either 1 Goto the Excel file menu and choose save as Then save your workbook either overwriting the old workbook or with a new filename This should hopefully rectify the problem 2 OR close Excel without saving and re open the original E4E workbook that you were working on before Excel crashed NOTE This may mean you lose any changes you made to the E4E workbook Runtime Error 1004 Application or object defined error when trying to import products Possible solution Sometimes this can be problem with t
138. n every day E4E will automatically start new sales data customer orders data files and name them in the above format NOTE When manually processing the sales data files only work on a copy Copying the file means you don t destroy the original sales data during processing and therefore the original sales data can always be accessed again IMPORTANT See KNOWN ISSUE 1 box later in this chapter Also note that generation of reports depends on the sales data files being in the same order layout as E4E created them if you wish to change the layout eg sorting them then only do this on a copy of the file which is stored in the storage folder EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 95 Page Customising the layout of the sales data ls EPOS4Excel v1 3 0a Microsoft Excel o f 8 Home Insert Page Layout Formulas Data Review View Developer vQ PZ 113 M f BS Sales Data Settings Current Setting s i Sal Column Column Options Column A Transaction Number z Transaction Number Save Sales Data a fem Code ad Column B el Item Code Column Changes Column C Item Description Ea Item Description Column D Quantity a Quantity Return to options a Column E Net Item Price After Sale Deal Disc Ei Net Item Price After Sale Deal Disc Column F Payment Method 1 Payment Method 1 Column G Payment
139. n implementation is available to the public in EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 123 Page source code form A Major Component in this context means a major essential component kernel window system and so on of the specific operating system if any on which the executable work runs or a compiler used to produce the work or an object code interpreter used to run it The Corresponding Source for a work in object code form means all the source code needed to generate install and for an executable work run the object code and to modify the work including scripts to control those activities However it does not include the work s System Libraries or general purpose tools or generally available free programs which are used unmodified in performing those activities but which are not part of the work For example Corresponding Source includes interface definition files associated with source files for the work and the source code for shared libraries and dynamically linked subprograms that the work is specifically designed to require such as by intimate data communication or control flow between those subprograms and other parts of the work The Corresponding Source need not include anything that users can regenerate automatically from other parts of the Corresponding Source The Corresponding Source for a work in source code form is that same work 2 Basic Permissions All rights g
140. n the receipt or not 2 Added the ability to include a user defined reference number on the receipt receipt settings screen If this option is enabled then when you complete a sale you will be asked for sale reference number when printing the receipt 3 Added item price to list of items generated with item autocomplete function Fixes 1 Fixed a problem with select items to order on pre paid order screen If the number of items in sale was too great then some items could end up being missed out of the order details when it was saved due to the maximum number of characters in an excel cell Made this problem much less likely to happen by combining items with same SKU item code 2 Fixed a problem with prepaid orders caused by the select items form not handling alphanumeric item codes properly 3 The captions for the column headings in the customer order files ordersDDMMYYYY were wrong This is now corrected for consistency The wrong column headings did not affect the working of E4E 4 When using prices excluding tax and completing a refund that refund amount was reduced by the tax amount rather than added to the tax amount This was caused by a bug the sales data where the Net Item Price After Sale Deal Disc and Gross Item Price After Sale Deal Disc were always positive even for refunds The refund issue is now fixed and in the sales data item price after sale deal disc are now positive for sales and negative for refunds 5
141. n to add that item to the sale Deleting an Item from the Sale 1 In the Quantity box for the item you wish to delete enter the number 0 2 The item will be deleted from the product list and a box will pop up confirming the item has been deleted View the full details of an item in the sale To view the full details of an item in the sale double click on the item s row on the sales screen using the left mouse button This will bring up the item details window Cancelling a sale 1 Click the cancel sale button 2 A box will pop up asking if you really want to CANCEL the sale Click Yes 3 Any products already entered will be cleared ready for a new sale EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 29 Page Taking payment and adding monetary percentage discounts to the sale To take payment click the payments button on the sales screen OR use the keyboard shortcut Alt y The fast pay window When taking payment if you have ticked the use fast pay window when taking payments option on the EPOS settings screen you will be presented with the fast pay window pem ld a s EPOS4Excel v1 4 5 Microsoft Excel J o e EPOS 7 Excel Fast Pay e Till No 1 Sale No 1 Item Code Quantity Item Price Tax Class Line Pric Sale Total 45 00 Total Till sales Today 0 00 i 45 00 T20 45 f eoi ay wi fel ni ous Sale Change
142. names for your payment types by clicking in the relevant boxes If you want less than five payments simply leave any of the boxes blank If you regularly only take payment using only one payment type you can assign this payment type to be automatically filled with the sale total on the payments screen Click the relevant option button under payment autofill for the payment type 1 2 3 4 or 5 Click none if you wish no payment type to be autofilled If you are using E4E in conjunction with a computerised accounting package you can enter the nominal code corresponding to the payment type There is then the option by ticking the checkbox to record the nominal code rather than the description of the payment type in the sales data To change the currency symbol to the one relevant for your country enter your currency symbol in the EPOS currency symbol box This currency symbol will be used on the receipts etc You must make sure the item prices stored in the product list are in this currency On the receipt settings screen you can also change the abbreviated sales tax name to one appropriate for your country See the receipt settings section of this manual for more details Customising the sales data file settings See the sales data settings section of this user manual if you wish to customise the layout and file format of the sales data file Choosing tax settings In E4E you can choose whether your product list prices will include sales tax
143. nce it would be good to start off with a blank product list To clear the product list click the clear product list on the products screen You will be asked if you are sure if you want to do this before the product list is cleared Warning If you clear the product list then the product data and stock levels will be wiped and you will not be able to retrieve this data so it is advisable to backup your data first Deleting unused products from the product list On the products screen clicking the delete zero products button allows you to delete all products from the product list that have zero price AND zero qty delivered zero qty in stock zero qty sold ie products that have not been used EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 47 Page Searching for products 4 gt Fl Products Options 3 Ready 2J Item Code Description Description 2 Description 3 D L 100 a To search for products click the product search button on the products screen You can search by item code description description 2 and description 3 Enter your search terms in the appropriate box and click the search button The search options are as follows Item Code search options Exact Match searches for the item code which exactly matches the search term eg Searching for 1234 will find the single item with a code of 1234 but it would not find an item with a code of 61234
144. nd of propagation that enables other parties to make or receive copies Mere interaction with a user through a computer network with no transfer of a copy is not conveying An interactive user interface displays Appropriate Legal Notices to the extent that it includes a convenient and prominently visible feature that 1 displays an appropriate copyright notice and 2 tells the user that there is no warranty for the work except to the extent that warranties are provided that licensees may convey the work under this License and how to view a copy of this License If the interface presents a list of user commands or options such as a menu a prominent item in the list meets this criterion 1 Source Code The source code for a work means the preferred form of the work for making modifications to it Object code means any non source form of a work A Standard Interface means an interface that either is an official standard defined by a recognized standards body or in the case of interfaces specified for a particular programming language one that is widely used among developers working in that language The System Libraries of an executable work include anything other than the work as a whole that a is included in the normal form of packaging a Major Component but which is not part of that Major Component and b serves only to enable use of the work with that Major Component or to implement a Standard Interface for which a
145. ne has already been activated If so E4E will generate a new one and repeat the process The only way a gift voucher code could be repeated is if the original activated voucher with this code has expired been fully redeemed and then deleted from E4E So there should be no way that two activated gift vouchers with the same voucher codes will ever exist If a person partially redeems a gift voucher then the balance of the gift voucher is updated and a new gift voucher printed but the gift voucher code is not altered It is recommended that when a person redeems a gift voucher you do not give it back to them Only give them any gift voucher printed as change which will have the same gift voucher code as one they have redeemed This stops potentially more than one gift voucher with the same voucher code being in circulation EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 81 Page Customising the gift voucher template Fal F EPOS4Excel vLA Bets 5 Microsoft Excel P z D10 E 6 62 A a z mom aj n 7 x T u a To Gift Voucher Template The Gift voucher template is in Column A Receipt Column Width 35 29 for Star TSP 113 receipt printer The gift voucher details will appear on rows 9 11 12 14 and 17 All other rows you can edit Do not alter font on row 11 as this is a barcode font 7 G ift Vo uch er You may alter the font but do not alter the layout of rows 9 12 14 and 17 The template holds the las
146. ng locked unless they have a white background Generally cells with a white background are editable and have no protection EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 17 Page 4 Setting up EPOS 4 Excel for use There are various steps you need to complete to set up E4E before it can be used for making sales Some of these steps are essential and some are optional as indicated below EPOS 4 Excel data file settings Essential You need to choose the folder where the EPOS 4 Excel sales data customer order data and the system data files will be stored To choose change the locations of the files Wi id 0 Bis EPOSMExcel vLAF Microsoft Excel gt o Home insert Page Layout Formulas Data Review View Developer voo Pz X 1 On the file settings screen found via the EPOS settings screen click the browse button next to the folder name and change the storage folder location as appropriate 2 Ifthe old storage folder location exists you will be asked if you want to copy any product lists system data and any sales order data to the new storage location Click yes to both if you are just changing your storage location for a previous installation of E4E Click no to both for starting a completely new installation of E4E 3 Ifyou are connect multiple tills together over a network then the storage folder location will need to point to the same folder location on each individ
147. ng mode is displayed clearly at the top of the sales screen to show you are in the sales training mode You will exit the sales training mode when you click the options button on the sales screen Ti id is EPOSdExcel v1 3 0h Microsoft Excel t P Z EA Home inset Pagelayout Formulas Data Review View Developer o E Aa a EPOS lt 7 Excel Till No 1 Sale No 1 Item Code Quantity Item Price Tax Class Line Price Description Total Till Sales Today Previous Sale Change Payments Cancel Sale New Customer Order Open Cash Drawer Reprint previous Product Search sales receipt Options Lock Screen Time 14 41 Date 01 01 2001 Sales Assistant Martin 4 Print sales Change Change Tal Change receipts Printer Number Assistant Current Sale amp gt aa Ready 73 CNN 100 Returning to the EPOS 4 Excel options screen On the sales screen click the options button EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 35 Page Frequently Asked Questions How do I find out the total cost of the sale so far in the middle of entering items to be sold If you select the show sub total option on the EPOS settings screen then the sales screen includes a sub total However this amount is the sale cost before any sale discounts or deals are added To find out the total cost including sale discounts sale deals click on the payments button Then th
148. ng you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 5 If you wish to change printer settings you can click the set up button 6 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the day full transaction report to be fully produced you will need to make sure the sales data stores the following Item Code Item Description Quantity Transaction Number Gross item price after sale deal disc Time of Sale and Payment Methods 1 5 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 67 Page Products sold report E bed h Excel v1 2d Microsoft meor San Fie Home Insert Page Layout Formula Data Review Developer g e gt PP 8 F9 d fe this is description v Item Code Description Qty Sold No Txns Description 2 Description 3 Al 123 helens test product 5 3 6123 testing new product 3 3 113 test 113 1 1 112 test 112 2 1 1234 test 1 1 2 T 33 28 A Print Report 1 15 11776 this is description 4 Item4 15 12 9781846250361 Footsteps of The Past The New 3 1 9781846250354 Footsteps of The Past The Old 1 1 RF s 7 ttem5 6 6 Sort By Description Sort By Description 2 5 grill 2 2 1 6 identity 2 2 Sort By Qty Sold Sort By Description 3 Total Sales Excluding Refunds 1342 46 Report Dates 31 03 2011
149. niaaa i a a a i a a iiaeaa 75 10 Tax settings A E A A E A TE 76 Product prices include tax vs product prices exclude taX cccsecsssscecececessessaeeeceeesessesteaeeeeeeeseeeees 76 Editing tax classes codesti n i ee ice See ad as oe hea in ee ed es 78 11 Gift WOUCK CRS ssccccsussecentch anita tsaiisceewencens iaa e i Aa a A ERREA 79 Setting up gift VOUCHEMS sie scdiezekcacsecsa choses ccastes sa sella rad cau era a ae Eate a Oe ie erea aa la dcasoeuneebleiakveedss 79 Enabling gift VOUCK EIS era 52 a secasa bs aunts dae a a oss babes a a Ae a a sins does acntedins EE AE ESA 79 Editing Gift VoUChEr OX PIly THING eae r cv case cava vzainddv va sets task eea dante eva decdas AEAEE eeteeeddviensvadestas cleviaees 80 Setting the Gift voucher item code ccccccceseessnsccececeseseesuscececscesnssesuaaesececeseseesasaesesscssesnesaaassessenees 80 Note ON gift voucher codes csssssscccccssesssssssececesesnsnsaassesecssnsusuasesessceseseesasassesscssesneaasaesesscsseeseaasasees 80 Customising the gift voucher tErMMpPlate ccsssssscseccceseseessscecececssesneasaesecsssenenusaecesecssseeesasaesessenees 81 Salling Sift VOUCHENS AAE A A EE E E EE AAEE E E En OS 82 Redeeming Sift Vouche Sesen a a a a a a oh eda lee a ein a 83 Printing a gift voucher for a refund ssssssessssessssssesesrsssssssrerresssssserennrssssesrrersrssssesereennssesenereesessne 84 Giving sale change asa gift voucher aenieei E ia aa E A ets SS 84 Showing
150. ns 3 HEN moe isa LM 100 t 1 Click the alter add product details button on the products screen 2 Inthe pop up box enter the item code of item whose details you wish to add alter and then press enter or click on the find it button 3 Ifthe item is found on the E4E product list then the item details will be shown for you to edit 4 If the item is not found on the E4E product list you will told this is a new item You then must enter a description tax class and item price Deal code description 2 description 3 and item stock reorder level are optional See the importing products section below for more details about what these all mean 5 Click save to save your edits or cancel to discard them NOTE If the item is already on the product list then the alter add product pop up box will also show you the stock levels for the item Here Qty Missing Qty Delivered Qty in Stock Qty Sold NOTE If the item is already on the product list altering the item code and saving alterations will create a new product with the same product details as the details of original product but different item code sku The original item will be kept on the product list and a new item with the changed item code will be added to the product list To remove the original product you will have to delete this single item manually see below NOTE It may be necessary during a sales session to alter the price of a product eg if the price of t
151. nt Har h Current Sale 03 ijs 20 Ready Z3 A 200 C Ka G EPOS4Excel v1 4f Microsoft Exce o f 8 Home Insert Pagelayout Formulas Data Review View Developer 7 c8 RB lt fe x Item Code Autocomplete EPOS Start entering the first few characters of an item code 4Excel me 9781844741557 Cross of Christ The 20th anv ed HB Item Code Quantity Item Price Tay 9781590525784 LIVING THE CROSS CENTRED LIFE 9781906173418 Freedom of SelfS Forgetfulness The Keller Tim 9781903087039 Depression a rescue plan 9781845504670 TRIALS OF THEOLOGY 9781845506391 JONAH INTO THE STORM 9781906173593 The Cross Sach and Jeffery 9781844742172 Geta life 9781844743025 Busy Christian 9781906173443 Easter Activities Book 1 Martin Young 9781899464067 Glory of The Cross The The Didasko Files James Philip 9781903087978 Gofors and grumps 9781886568594 Getting to the Heart of Parenting ov Tripp Paul 9781596380639 Union With Christ Letham Rober 9781596382510 These Last Days Fluhrer Cabrel 9781934885260 Angry Children Single CCEF Booklet 9781934885314 Helping Your Adopted Child Single CCEF Booklet pen Cash Drawer 9781936768448 How to Tak to Your Kid about Sex Single CCEF Booklet 9781886568181 What Did You Expect CD Tripp Paul n F 9781844744743 What did you expect Reprint previous 9781596448988 What Did You Expect Audio Book Tripp Paul David sa
152. o choose between prices including or excluding tax on the EPOS settings screen click the tax settings button and make the appropriate choice from the options NOTE Some functions of E4E will alter depending on the choice you make here e The content of the sales receipt that E4E prints depends on which setting you choose If your prices include tax then a breakdown of total price excluding tax is shown on the receipt If your prices exclude tax then a subtotal excluding tax will be shown on the receipt the amount of tax that is due and then a final total See example receipts below to see the difference e If your prices include tax then the maximum monetary discount you can take off the sale is full sale total including tax If your prices exclude tax then the maximum monetary discount you can take off the sale is the sale subtotal before tax is added If you try to add more than this then sale monetary discount will default to the maximum possible amount EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 77 Page ew Os xcel Company Address 1 Company Address 2 Company Phone number P Company Address 1 Company Address 2 Company Phone number VAT No 123456789 Company No 123456789 VAT No 123456789 Company No 123456789 te Pri Item Qty Price iii CESENA Fi pean P Test producti 1 2 95A P Testproduct2 1 2 50A Testproduct2 1 2 50A Sub Total 5 45 Total 5 45 naan Payment Total 6 54
153. o generate receipts make sure you untick this checkbox every time you start up E4E the default setting on E4E on loading the worksheet is to print receipts NOTE If you do not have a printer connected to the computer and you leave the print receipts checkbox ticked then receipts will be generated and stored in your computer s printer queue The next time you attach a printer to the computer these stored receipts will then be printed out It is EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 20 Page therefore advisable that the checkbox is unticked if you do not have a printer attached to the computer or if the printer stops working You can print a test receipt to check the receipt printer is working by clicking on the print test receipt button on the receipt settings or receipt templates screens accessible via the EPOS settings screen If the receipts don t print check that e The Print sales receipts check box is ticked on the sales screen e The relevant printer drivers are correctly installed e The printer is set as the default or active printer use the button on the sales screen to change the active printer e The printer is connected to the computer correctly e The printer is switched on and plugged into the mains electricity e The printer has paper in it If this does not solve the printing problem try the following Unplug the printer Go to the Windows start menu Go to
154. o re order more of this item If you leave this blank then the Item Stock Re order level is automatically set to O zero If you do not want an item to be included in the stock reorder report then set its item stock re order level to any negative number eg 1 E4E has been successfully tested with over 8 000 products on the product list Theoretically E4E could hold over 1 million products but it would probably run too slowly EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 19 Page Installing the Free3o0f9 barcode font Optional If you want to use the E4E gift voucher functions then you will need to install the Free3of9 true type barcode font Otherwise the gift voucher functions will automatically be disabled Download the font file from the E4E website Right click on the file and select extract all You will need to install both of the extracted font files Free 3 of 9 and Free 3 of 9 Extended For details about how to install fonts on Windows 7 Windows Vista and Windows XP see the following webpage http www microsoft com typography truetypeinstall mspx Create an initial stock levels file Optional If you wish to have an accurate measure of stock levels then before using E4E to make sales you will need to generate an Excel workbook XLS or XLSX containing a list of the levels of stock for each item Create the file list with the following columns no column headings Col
155. o some of the parties receiving the covered work authorizing them to use propagate modify or convey a specific copy of the covered work then the patent license you grant is automatically extended to all recipients of the covered work and works based on it A patent license is discriminatory if it does not include within the scope of its coverage prohibits the exercise of or is conditioned on the non exercise of one or more of the rights that are specifically granted under this License You may not convey a covered work if you are a party to an arrangement with a third party that is in the business of distributing software under which you make payment to the third party based on the extent of your activity of conveying the work and under which the third party grants to any of the parties who would receive the covered work from you a discriminatory patent license a in connection with copies of the covered work conveyed by you or copies made from those copies or b primarily for and in connection with specific products or compilations that contain the covered work unless you entered into that arrangement or that patent license was granted prior to 28 March 2007 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 129 Page Nothing in this License shall be construed as excluding or limiting any implied license or other defenses to infringement that may otherwise be available to you under applicable patent law
156. od are stored in the E4E storage folder location defined in the E4E files settings NOTE If you have swapped between sales data file formats of ASCII and Unicode see sales data settings of this manual then this may stop reports being produced from all your sales data due to the way Excel reads files Setting E4E to ASCII sales data file format to allows E4E to read both ASCII and Unicode sales data files when producing reports Setting E4E to Unicode sales data format only allows E4E to read Unicode sales data files and any ASCII files will be ignored in the production of report If you change the sales data file settings back to ASCII then you will be then able to generate reports on all your sales data files again EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 63 Page End of Day Reconciliation Reconciliation Date 04 03 2012 Currency No Items Sold 20 Total Cash Total Card Total Book Token Total Cheque Total Gift Token Till Total Till Total VAT Till Number 1 Starting Transaction No 8S04032012T1N1 Ending Transaction No BS04032012T1N4 h Reports J EEA i x 3 Ready E ma 100 This report details how much was sold on a specific day on a specific till It breaks the figures down into different payment types 1 When you have finished selling for the day On the daily sales report click the end of day till reconciliation
157. ode under the terms of section 4 provided that you also meet all of these conditions a The work must carry prominent notices stating that you modified it and giving a relevant date b The work must carry prominent notices stating that it is released under this License and any conditions added under section 7 This requirement modifies the requirement in section 4 to keep intact all notices c You must license the entire work as a whole under this License to anyone who comes into possession of a copy This License will therefore apply along with any applicable section 7 additional terms to the whole of the work and all its parts regardless of how they are packaged This License gives no permission to license the work in any other way but it does not invalidate such permission if you have separately received it d If the work has interactive user interfaces each must display Appropriate Legal Notices however if the Program has interactive interfaces that do not display Appropriate Legal Notices your work need not make them do so A compilation of a covered work with other separate and independent works which are not by their nature extensions of the covered work and which are not combined with it such as to form a larger program in or on a volume of a storage or distribution medium is called an aggregate if the compilation and its resulting copyright are not used to limit the access or legal rights of the compilation s user
158. ome basic security options that you can enable E4E has three built in security levels which if enabled you can use to limit what certain people can do by only given them the password for a specific level of access to E4E functions The security levels are as follows Sales Security Level Supervisor Security Level Administrator Security Level Functions Functions Functions Making Sales All Sales Level Functions AND All Supervisor Level Functions AND Create Delete Edit Customer Orders Add Edit Product Details EPOS Settings Product Search Reports Clear Stock Levels Refund optional Deals Functions Delete Products Add Edit Product Details optional Stock Level Functions Except Clear Stock Levels Sale Item discounts optional Change Till Number Sale Item Discounts Open Till Cash Drawer Customise Quick Products Each security level has one password ie all sales assistants would use the same password all supervisors would use the sale password and all administrators would use the same password E4E does not allow you to define individual usernames and passwords for each member of staff EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 105 Page Enabling the security settings re i EPOS4Excel v1 3 0e Microsoft Excel o X Home Insert Page Layout Formulas Data Review View D
159. omisable fields for describing the item See the products section of this manual for more details The Item Stock Re order level is a number which if the quantity in stock level for an item equals or drops below then E4E will identify on the stock reorder report that you need to re order more of this item If you leave this blank then the Item Stock Re order level is automatically set to O zero If you do not want an item to be included in the stock reorder report then set its item stock re order level to any negative number eg 1 You can then import the product details into E4E by clicking the import products button on the products screen Choose the Excel workbook that contains the product data you wish to import During the import the progress will be shown at the bottom of the products screen During a products import if the imported item code is already found on the product list then E4E will use the imported details to update the item description item tax class item price deal code description 2 and description 3 of the already stored item If there is no deal code for an item any existing deal code for that product will be kept New products will be added to the already existing items on the product list EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 44 Page E4E has been successfully tested with over 8 000 products on the product list Theoretically E4E could hold over 1 million products but
160. omise if you download a newer version of the worksheet with bug fixes or new features Therefore it is advisable to keep your customisations a minimum Customising the logo on the sales screen E a Gils EPOS4Excel v1 3 0h Microsoft Excel o f 8 Home Insert Page Layout Formulas Data Review View Developer vQ PZ A8 X f v CI e 4Excel Till No 1 Sub Total 13 98 Sale No 1 Item Code Quantity Item Price Tax Class Line Price Description Total Till Sales Today 1 1 2 50 TO 2 50 FRERKK 3 1 4 49 T20 4 49 Absolute Previous Sale Change 3 1 4 49 T20 4 49 Absolute 4 1 2 50 T20 2 50 real lives Cc Payments Cancel Sale ache aes Open Cash Drawer Product Search soe OE sales receipt Options Lock Screen Time 14 33 Date 06 07 2012 Sales Assistant Martin Print sales Change Change Till Change receipts Printer Number Assistant 4 gt Current Sale 3 4 an Ready 0J 100 C D 1 On the sales screen click the Excel review menu top of screen and select unprotect sheet 2 Click once on the EPOS 4 Excel logo and press the delete key on your keyboard to delete the logo 3 Click on the Excel Insert menu and select picture Choose the file containing your company logo picture and insert it Move and adjust the size of the new logo as appropriate 4 Click on the Excel review menu and select protect sheet Click ok in the pop up box WITHOU
161. on 3 You may leave this column blank Column H Item Stock Re order level You may leave this column blank NOTE Columns A D are essential all other columns you may leave blank Row 1 of the worksheet is left for column headings If you place item details in row 1 then this item s details will not be imported The SKU Item Code should be a number if you are using a barcode scanner If you decide to enter item codes manually you can use mixture of numbers and letters for your item codes This item code cannot be 0 zero The Product Price should be the price per individual item eg price per book or unit price eg price per kilogram which would allow you to sell loose items in varying proportions of a kilogram On the EPOS setting screen you can choose to only allow the selling of whole number quantities of products ie you would then not be able to sell varying quantities of loose items The item tax class is a code which represents the items tax rate eg T20 representing a 20 tax rate These codes and the corresponding tax rates will need to the stored E4E s tax settings See the Editing Tax Settings section of this manual for more details The deal code is a code which indicates the product is linked to a deal which E4E will automatically add to the sale if specific items are in the sale basket For more details see the deals section of this manual Product Description 2 Product Description 3 are two extra cust
162. on that uses the facility other than as an argument passed when the facility is invoked then you may convey a copy of the modified version a under this License provided that you make a good faith effort to ensure that in the event an Application does not supply the function or data the facility still operates and performs whatever part of its purpose remains meaningful or EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 119 Page b under the GNU GPL with none of the additional permissions of this License applicable to that copy 3 Object Code Incorporating Material from Library Header Files The object code form of an Application may incorporate material from a header file that is part of the Library You may convey such object code under terms of your choice provided that if the incorporated material is not limited to numerical parameters data structure layouts and accessors or small macros inline functions and templates ten or fewer lines in length you do both of the following a Give prominent notice with each copy of the object code that the Library is used in it and that the Library and its use are covered by this License b Accompany the object code with a copy of the GNU GPL and this license document 4 Combined Works You may convey a Combined Work under terms of your choice that taken together effectively do not restrict modification of the portions of the Library containe
163. op up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send receipts to 2 If you wish to change printer settings you can click the set up button 3 Click ok to change the active printer or cancel if you no longer wish to change the active printer EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 86 Page Setting up narrow receipts for use ls EPOS4Excel v1 4 Beta 4 Microsoft Excel o f 8 Home Insert Pagelayout Formulas Data Review View Developer A EE D8 bed f 35 29 ha A B c Pem F G H 1 J K L al EROS oe 2 Company Address 1 3 Company Address 2 The receipt template is in Column A and holds the last generated receipt 4 Company Phone number Do not alter layout below row 7 On the receipt item details will start from row 8 onwards Receipt Column Width 35 29 for Star TSP 113 receipt printer 5 VAT No 123456789 Company No 123456789 6 Logo row height 36 Default logo row height 36 max row height 409 5 7 Item Qty Price Blank row height 15 Default blank row height 15 max row height 409 5 fe testproductl 1 20 00A Receipt template width 35 294 Default receipt template width 35 29 max width 1000 9 10 Total 20 00 il 12 Payment 13 Cash 20 00 14 Change Due 0 00 15 eel VAT 17 Code VAT Rate Print a test receipt 18 A 20 19 Excl VAT 16 67 mA 20 VAT 3 33 Receip
164. order level amount To generate the stock reorder report on the reports screen click the stock reorder report button You can sort your report by description qty in stock description 2 and description 3 To print this report to an ordinary not receipt printer click the print report button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 If you wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE The stock reorder report ignore any items that have item stock reorder level with a negative number If you wish to stop an product appearin g on the stock reorder report eg if it is no longer available then change its item stock reorder level to a negative number EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 76 Page 10 Tax settings i id gt Ble EPOS4Excel vid Microsoft Excel gt o Home Insert Page Layout Formulas Data Review View Developer 820 AT Tax Settings To T Tio m1 13 Tis T5 T18 T T20 L B e Tai T38 T5 T53 T T6 Ti m TOL Pr o Product prices include tax vs product prices exclude tax In EPOS 4 Excel you can decide if the product prices stored include or exclude tax T
165. os not recommended potentially dangerous code can run Clicking this option to allow all macros to run WARNING After you have finished using E4E it is important that if you manually enabled macros you disable them again Follow the instructions above and choose Disable all macros with notification Leaving macros enabled can leave your computer with a security vulnerability No liability will be accepted for any loss or damage caused by you leaving Excel macros enabled on your computer You have been warned EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 13 Page 3 Customising EPOS 4 Excel for your company It is possible to customise E4E for your company in the following ways The logo on the sales screen The logo and company details on the receipt The currency and payment types The layout and file format of the sales data storage file Choosing tax settings The background colours Advanced users only Oy OV a hr NOTE These customisation changes only affect the specific E4E workbook they are made on If you are running E4E on multiple computers over a network it is therefore a good idea to make any customisation changes to the E4E workbook before you place copies of it on all your tills Otherwise you will need to make the same customisations on all tills individually WARNING The more you customise about the E4E worksheet eg colours logos etc the more you will have to re cust
166. ow orders from a single date box If you want to search all customer orders ever made then make the start date eg 1 1 2010 and choose the end date as today 3 Enter your search terms in the box a The customer order search is a case insensitive search b Customer orders are searched on a lose match and not exact match basis ie searching for bed would find orders containing bed AND bedroom If you put item codes in the items ordered field of customer orders then entering an item code in the search terms box will find all customer orders containing that item code c 4 Choose the specific order status you want to search for 5 Click ok to search for orders containing your search terms between the specified dates Customer Orders Options sci Start Date 03 10 2012 Change Only show orders from a single date End Date 03 10 2012 Change Search Terms Show Orders with status any Mar Orders Options 3 m i i Ready Z3 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 53 Page Viewing all orders between specific dates with a specific order status On the customer orders options screen click the search orders button 1 Enter the start date of the orders you wish to view 2 Enter the end date of the orders you wish to view NOTE If you only want to show orders from a single date set the start date a
167. pany number 1234567890 VAT number 1234567890 Till No 1 6 Server Martin The receipt template is in Column A to E 7 amp Item Code Description i Qty Gross Price VAT You can alter the layout in columns A to 8 between rows 1 and 7 E Do not alter columns C to E apart from colum width 10 1 Test 1 1 10 00 A Do not alter layout below row 8 112 test2 1 20 00 B On the receipt item details will start from row 9 onwards 12 3 test3 1 30 00 A Receipt template contains last generated receipt until a new one is generated buy any 3 for 10 50 00 Special Offer 2 00 13 10 Discount 0 80 TT 15 Total 7 20 Print a test receipt 16 17 Payments Return to 18 Cash 7 20 Options 19 20 Change Due 0 00 21 22 23 VAT 24 Code VAT Rate 235 A 0 26 8 20 27 28 Excluding VAT 6 80 VAT 0 40 Jis W4 Pi WideReceipt _ J gt Ready 2 p Doa 100 Customising the company logo and company details on the wide receipt template On the edit wide receipt template screen click the Excel review menu top of screen and select unprotect sheet Click once on the EPOS 4 Excel logo at the top of the receipt template and press the delete key on your keyboard to delete the logo Click on the Excel Insert menu and select picture Choose the file containing your company logo picture and insert it into the empty space which is now at the top of the receipt template Move and adjust the size of the new lo
168. payments code and also removed unnecessary code left from previous versions of E4E 4 When choosing which columns to print on the product search results screen the user chosen labels for description 2 and description 3 were not used This has now been rectified 5 The column headings on the product search results screen were not static and lost when you scrolled down through the search results This has now been fixed and the column headings are now static 6 Fixed a problem where if you changed the font size on the narrow or wide receipt templates this would only be retained for one sale and then it would revert back to the old settings E4E now keeps the font size settings permanently 7 Fixed a problem of trailing spaces being left on numbers in the sales data Also removed trailing spaces from the lines in the sale deals disc field and removed the carriage return that appeared at the end of this field 8 The cells in column V on the current sales screen were not locked and so were editable selectable by user This has now been rectified cells in column V on the current sale screen are now locked and not editable 9 The reprint previous sales receipt on the sales screen did not reprint a wide sales receipt if this was being used in E4E This is now fixed 10 Fixed a bug with the clear button on the item details window sales screen which caused E4E to crash 11 Fixed a problem where if you changed the font on the sales screen where i
169. pi Exit BS01082012T1N9 01 08 2012 2 33 0 00 1 BS01082012T1N10 01 08 2012 2 33 0 00 1 BS01082012T1N11 01 08 2012 2 33 0 00 1 BS01082012T1N12 01 08 2012 12 00 0 00 1 Se tored BS01082012T1N13 01 08 2012 25 00 0 00 1 BS02082012T1N1 02 08 2012 2 33 0 00 1 Sort By Sale Amount Sort By Qty BS02082012T1N2 02 08 2012 2 33 0 00 1 BS02082012T1N3 02 08 2012 20 00 0 00 1 BS02082012T1N4 02 08 2012 20 00 0 00 1 BS04082012T1N1 04 08 2012 2 33 1 BS05082012T1N1 05 08 2012 5 45 0 49 2 Tax by transactions BS05082012T1N2 05 08 2012 2 50 0 00 1 BS06082012T1N1 06 08 2012 5 45 0 49 2 BS06082012T1N2 06 08 2012 2 95 0 49 1 BS07082012T1N1 07 08 2012 2 95 0 49 1 BS07082012T1N2 07 08 2012 22 95 0 49 2 BS07082012T1N3 07 08 2012 5 45 0 49 2 BS07082012T1N4 07 08 2012 2 95 0 49 1 BS07082012T1N5 07 08 2012 32 95 0 49 2 BS07082012T1N6 07 08 2012 2 95 0 49 1 BS07082012T1N7 07 08 2012 2 95 0 49 1 BS07082012T1N8 07 08 2012 2 50 0 00 1 E M 4b Report Results lt 2 ia u J rfl Ready 7 SA 10 E 0 The tax by transactions report lists all transactions in a user defined period with transaction number sale amount gross sale tax and quantity of items in the sale A negative sale sale tax amount indicates a refund Total sales amount Total amount sold Total amount refunded 1 On the reports screen click the tax by date report button 2 Enter the start date for the report and the end date for the report Click ok to produce the repor
170. ply that additional across all item prices after deals have been applied in the sale 3 Lastly apply any percentage discount that is due off the whole sale basket Make sure any deals and any monetary discounts have been applied to the item prices first Lastly apply any additional percentage discount off the whole sale to EVERY item in the sale basket This procedure enables us to combine a complex combination of deals and discounts in a sale basket It calculates the effect on item prices such that you can calculate the VAT due on the sale The item prices are altered in such a way that the VAT is apportioned according the HMRC rules on mixed VAT products The customer should only see the original item prices details of any discount amounts on the receipt To accurately calculate the VAT on the sale we calculate the VAT due on the altered item prices after deals monetary and percentage discounts have been applied and not the original item prices This correct VAT after deals discounts is detailed for the customer on their receipt EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 137 Page Appendix D Description of the system data files created by EPOS 4 Excel These files are used by E4E to store essential information and can be found in the systemdata folder in the place where you store the E4E data see E4E file settings for more details Productdata xlsx An Excel workbook containing a list
171. quirements apply either way 8 Termination You may not propagate or modify a covered work except as expressly provided under this License Any attempt otherwise to propagate or modify it is void and will automatically terminate your rights under this License including any patent licenses granted under the third paragraph of section 11 However if you cease all violation of this License then your license from a particular copyright holder is reinstated a provisionally unless and until the copyright holder explicitly and finally terminates your license and b permanently if the copyright holder fails to notify you of the violation by some reasonable means prior to 60 days after the cessation Moreover your license from a particular copyright holder is reinstated permanently if the copyright holder notifies you of the violation by some reasonable means this is the first time you have received notice of violation of this License for any work from that copyright holder and you cure the violation prior to 30 days after your receipt of the notice Termination of your rights under this section does not terminate the licenses of parties who have received copies or rights from you under this License If your rights have been terminated and not permanently reinstated you do not qualify to receive new licenses for the same material under section 10 9 Acceptance Not Required for Having Copies You are not required to accept this License
172. r Multiple items cece ccessssecececeseesssseceeeeecessesssaeseeeesesssesssaeees 39 6 Products ssssessssssoossssssessss AAE E AE E EA EE E ET 40 Prod ctdescripti NS aieia a a a a ea aa aa aa ee 40 Manually adding or altering product details cccccccssssccececeesesseeeeceesceeseseeaeeeeeessessesnsaeeeeeesseeees 41 Keyboard shortcut s when manually adding altering products ccccsccccsssceessecesseeesseeeeseeeseees 42 Importing PROGU CHS eenaa aeee oa aa e A eects ca sce tease sesh beds ee ence van eee ete 43 QUICKPrOGUCKS iii oi zcets sete es ckbbeg hegude ese aa e tal audi aa aa aa ea aaea a aa aaa dead 44 Deleting a product from the product list cccccccccssssssssececececessesseaeeeeeescesseseeaeeeeeesseesestsaeeeeeessesees 46 Clearing the product listss r ne eaaa EAEE E save Mae a eee tees 46 Deleting unused products from the product list cccsscccccecsssessssececeescesseseeaeeeceesseesesnsaeeeeeesseesees 46 Searching for DFOCUCES na seat T A ATTORE E AOA EA E R a a a 47 Printing Product Search r s lts iirrainn iaia eiaei Ea i Ea ae EE EA ERa d Aaa 49 aoa eloo NUT oi EREA EEE AEE E EE E A 49 Showing all products linked to a deal c ccccececessssssecececessesseceeeeecssseseeaececeessesseseaeeeesesssesesqeaeeeesens 49 ZHCUSTOMEN ordets ississccsaknati sii anonsai aaa i cGuvvaveaseatnentuetdeetaret 50 Entering details of a customer order ccecsesscecececesseseaeceeececessesnaes
173. r more details NOTE The security in E4E would easily be cracked by a person with an advanced knowledge of Excel However it does provide a basic level of protection Setting up Discount Reasons Deals Optional With E4E you can force a sales assistant to give a reason for a discount to an item price or sale total from a predefined list For more information see the deals and discounts section of this manual NOTE It is recommended that once you have customised the E4E worksheet that you keep a back up copy This means that if the worst happens and the customised copy of E4E which you are using to make sales becomes unusable you can delete it and put in its place a copy of the back up This will stop you having to re customise E4E again before you can make any sales EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 22 Page 5 Making sales with EPOS 4 Excel Important Whenever manually entering numbers information on an Excel worksheet always make sure you press the Enter Return key on the keyboard to make the system update properly Starting out 1 Open EPOS 4 Excel 2 Make sure that Macro s are enabled in Excel See the section Enabling Macros in Excel and you have added some products 3 Click on the Sales button 4 Ifthe E4E option to use a specified date rather than system date for sales is enabled under the sales data setting you will be asked to enter the dat
174. r you choose product prices to include or exclude tax in E4E See the tax settings section of this manual for more details Accessing the Receipt Settings On the EPOS settings screen click on the receipt settings button which will bring up the following screen E ted ly EPOSAExcel v1 5 2 Microsoft Excel l o Home Insert Page Layout Formulas Data Review View Developer Team 9 o o gP X K15 M f 20 x Receipt Settings Receipt Style Edit Narrow Receipt Template Print Narrow Receipts i Edit Wide Receipt Template C Print Wide Receipts Edit Receipt Message Print a Test Receipt No characters of item description to display on the receipt 20 20 characters are recommended for the narrow receipt Change Printer r Display item code rather than item description on the receipt Return to Main Options Include full tax details on the receipt Include a manual reference number on receipt Receipt Message Thank you for shopping with us Visit our website at www ourwebsite com Sales Tax Name NOTE This will appear on the receipt M 4 gt h Receipt Settings 3 Hal n gt i Ready 2 ER 100 E y On the receipt settings screen you can choose whether E4E will print narrow or wide receipts Changing the active printer You can change the active printer to which receipts will be printed by clicking on the change printer button on the receipt settings screen 1 A box will p
175. ranted under this License are granted for the term of copyright on the Program and are irrevocable provided the stated conditions are met This License explicitly affirms your unlimited permission to run the unmodified Program The output from running a covered work is covered by this License only if the output given its content constitutes a covered work This License acknowledges your rights of fair use or other equivalent as provided by copyright law You may make run and propagate covered works that you do not convey without conditions so long as your license otherwise remains in force You may convey covered works to others for the sole purpose of having them make modifications exclusively for you or provide you with facilities for running those works provided that you comply with the terms of this License in conveying all material for which you do not control copyright Those thus making or running the covered works for you must do so exclusively on your behalf under your direction and control on terms that prohibit them from making any copies of your copyrighted material outside their relationship with you Conveying under any other circumstances is permitted solely under the conditions stated below Sublicensing is not allowed section 10 makes it unnecessary 3 Protecting Users Legal Rights From Anti Circumvention Law No covered work shall be deemed part of an effective technological measure under any applicable law fulfilling ob
176. re now asked for a till number to completely simulate the making sales process 13 Added order statuses which enable you to determine where orders are in the process of being fulfilled and if they have been cancelled 14 You can edit an order with a specific date order number 15 Added the ability to search for customer orders between specific dates by specific terms order statuses 16 Added optional customisable quick product buttons to the sale screen 17 You can now choose if the created sales data file is an ASCII or unicode csv file Unicode provides the ability to use characters from non english languages in the sales data 18 On the EPOS settings screen you can now assign a payment type to be automatically filled with the sale total on the payments screen Fixes 1 Fixed a bug with the screen lock on the sales screen where the cancel button should have been disabled when asking for a password 2 E4E would always default on opening the worksheet to printing the VAT in UK s on the receipt if EPOS currency was not UK s This could be annoying for anyone who is always using a different currency E4E now keeps the last user setting for this option and does not default to to printing VAT in UK s on the receipt EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 146 Page 3 If you added 100s of items to a sale basket the payments process could take an inordinate amount of time Speeded up the
177. rency htm Accessed 13 3 2012 E d l EPOS4Excel v1 4 5 Microsoft Excel l 0 x Home Insert Page Layout Formulas Data Review View Developer Team 9 7 om X x Ali z EPOS Settings EPOS Currency Discount Reasons Security Settings EPOS Currency Symbol 2 Tax Settings Sales Data Settings Gift Voucher Template Current EPOS Currency g File Settings License Screen For the symbol use alt gr key 4 key Book Token Receipt Settings Make sure the product prices stored in EPOS PERA F a are in the current EPOS currency urn to main options Note Cash and Gift Voucher payment types are fixed the other three If current EPOS currency is NOT UK are editable Change can be given by cash or gift voucher Start Up Options I s then include VAT in UK s on foe v Use fast pay window when taking payment M Show license screen at start up Filluysthis menberot r omake nomina eee mirer than payment type in the sd ohare emare the r i e Disable warning al ing nt cig I Force user to give a sales assistant name a at start up Only allow the selling of Sales Screen Options Screen lock password EPOS4excel Change area reall wtiole quantities 3 Te IV Hide Item Autocomplete button on sales screen Force user to give a reason Description 2 Show till total sales on sales screen for refunds B Description 3 b total on sales screen aaas aaa a mil Vv 44 M
178. rinter ran out of paper or jammed in the middle of printing a receipt How do reprint the last receipt tetrist e taa ea abet Pe REN A a TOSSES RoR Aai 36 Something disastrous seems to have happened and I cannot continue to use this copy of E4E for making sales What do I COP ccsssssssccccesessessssccececssesnesssascecscssesneaeaesecsesesensnassesecssseneeaassessesseeeenaes 36 The open cash drawer button does not work why not ssscccccesessesscccececesesnennsaececscssesneasaesessesees 36 On the sales screen the box containing the information buttons right hand side is too big to Bare gm dg Ry lt 1 9 ane ee ee ee ry ee eee ee re 36 5 Stock Management FUNCTIONS ssscccssseccssssccccssecccsseccasscecesseessseees 37 Showing the current stock levels of all products ccccesssssscecececessesssaeceeeeesseseaaaeeeesesseesnaeaeeeesens 38 Resetting the StOckleVels aansen n yevinedees Guess vind a e R vinds geste ater 38 Adding a new delivery of a Single PrOduct cccecesssssececececessesnsaeceeeceseeseaeseeeeecesseseaaeaeeeesesssensaaees 38 Importing multiple deliveries in one go Importing initial stock levels ccccccssccesceesseceesseeeseees 39 Adjusting the quantity in stock for a single item c cccccccecesssssceeececeseessseseceeeeesseseaseeeeeeseeesessaaeess 39 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 4 Page Adjusting the quantity in stock fo
179. roduct List Price The price on the product list of the item identified by the item code in this row of the sales data Description 2 Description 2 of the of the item identified by the item code in this row of the sales data Description 3 Description 3 of the item identified by the item code in this row of the sales data Empty A blank column NOTE Each separate sale in the sales data can be identified by the different transaction numbers All the products from one specific sale will have the same transaction number and are recorded on consecutive rows The payment amounts sale total memo sale total tax and time of sale will only appear in the row containing the first product in the sale The rest of the sales data options will appear on every row of the sale NOTE Columns AA Till Number is the sales data is fixed and you cannot change it Column AA Till Number is used by E4E for calculating the reports from the stored daily sales data Example Sales data from a sales data CSV file Kia 4 F Home Insert Page Layout Formulas Data Review View sales04082011 Microsoft Exc aha Developer vo P4 Al bd f Transaction Number EES B c D E Transaction Numi Jitem Code Item Desc Quantity Net Price Payment I Payment A Payment M Payment Ai Payment M Payment A Payment I Payment Gross Pric Sale Total Time of S Sale Mem Tax Class Till Curre F E a G H 1 J K L M N o P Q R s
180. rtin Stokley 2011 2013 82 Page Selling gift vouchers 1 To sella gift voucher make sure gift voucher functions in E4E are enabled 2 On the sale screen enter the item code for the gift voucher 3 Change the item price to equal the total amount of the voucher you are selling 4 Youcansell more than one gift voucher at a time therefore add any other gift vouchers to the sale either by changing the quantity of the gift voucher to greater than one or by adding further gift voucher items to the sale 5 Proceed through making payments as normal Your gift vouchers will be printed when you complete the sale NOTE You will be asked if the gift voucher printed ok If not click no to reprint YOU WILL NOT BE ABLE TO REPRINT A GIFT VOUCHER LATER EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 83 Page Redeeming gift vouchers z id ais rae as tome trae Pag A Formulas Data Rewiew View Developer Q m ra i E a om l s Gift Voucher Code Sale Deal Discount Sale Discounts Sale Total 2 95 Tax Summary ftom Code yonetary count Balance Due 2 95 sone laa ae CF 0 00 Enter Payment Amounts Discount Reason a rts Cash 0 00 et aes 2 Gift Voucher 0 00 0 00 3 Card 0 00 aa Discount Reason 4 Book Token 0 00 5 Cheque 0 00 Memo Give change as Complete Sale Cash Cancel Dae E p E uek MAr Current Sale 85 us 1 a
181. s have to give a sales assistant name it cannot be left blank Only allow selling of whole quantities EPOS settings screen Option ticked user can only add whole numbers of quantities to a sale Force user to give reason for refunds EPOS settings screen Option ticked user must give a reason for any refunds in the memo box on the payments window Screen lock password EPOS setting screen Click the change button to change the password Change till number Current sale screen Click the button to change till number Change current printer Current sale screen Click the button to change the printer which receipts will be sent to Change sales assistant name Current sale screen Click the button to change the sales assistant name Force user to give a reason for item price changes Discount reasons via EPOS settings screen Option ticked user will have to give areason for an item price change Option unticked user can change item prices without giving a reason Force user to give a reason for discounts Discount reasons via EPOS settings screen Option ticked user will have to give a reason for a sale discount Option unticked user can add sale discounts without giving a reason Quick Products Options Quick products via products screen Define the quick products and then tick the show quick products on the sales screen box Otherwise the quick product
182. s been tested with the Datalogic Heron D130 barcode scanner Receipt printer NOTE E4E has been tested with the Star TSP113 USB receipt printer AND OR an ordinary printer A computer network to enable the connecting of multiple tills together See Appendix A for a simple example of how to do this A separate way of processing credit debit card payments EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 11 Page 2 Opening EPOS 4 Excel and Enabling Macros in Excel Opening the EPOS 4 Excel worksheet 1 Download the E4E worksheet epos4excel_v1 4 5 xlsm from the website epos4excel weebly com and save to a location on your computer 2 Open the worksheet just by double clicking on it This will automatically open Excel and load the worksheet 3 Alternatively open Excel and use the menu File Open to select and open the worksheet file NOTE you need Windows Excel 2007 or later already installed on the machine to be able to use E4E INTERNET EXPLORER USERS Internet Explorer sometimes downloads an Excel file and changes the file extension to zip and you won t be able to open the file in Excel If this happens to then you will need to manually rename the file from epos4excel_v1 4 5 zip to epos4excel_v1 4 5 xlsm see http www mediacollege com microsoft windows extension change html for more details about changing the file extension Enabling macros in Excel To use E4E macros must be enabled in Excel
183. s beyond what the individual works permit Inclusion of a covered work in an aggregate does not cause this License to apply to the other parts of the aggregate 6 Conveying Non Source Forms You may convey a covered work in object code form under the terms of sections 4 and 5 provided that you also convey the machine readable Corresponding Source under the terms of this License in one of these ways a Convey the object code in or embodied in a physical product including a physical distribution medium accompanied by the Corresponding Source fixed on a durable physical medium customarily used for software interchange b Convey the object code in or embodied in a physical product including a physical distribution medium accompanied by a written offer valid for at least three years and valid for as long as you offer spare parts or customer support for that product model to give anyone who possesses the object code either 1 a copy of the Corresponding Source for all the software in the product that is EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 125 Page covered by this License on a durable physical medium customarily used for software interchange for a price no more than your reasonable cost of physically performing this conveying of source or 2 access to copy the Corresponding Source from a network server at no charge c Convey individual copies of the object code with a copy of the wri
184. s buttons will be hidden on the sales screen Hide Item Autocomplete button on sales screen EPOS settings screen Option ticked button hidden and function disabled Option unticked button show and function enabled EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 110 Page Show till total sales for the day on the sales screen EPOS settings screen Option ticked till total sales is shown on the sales screen Option unticked till total sales is not shown on sales screen Show sale sub total on the sales EPOS settings screen Option ticked sale sub total is screen shown on the sales screen Option unticked sale sub total is not shown on sales screen Receipt Options Option Option Location Notes If current EPOS currency is NOT UK s then include VAT in UK s on the receipt EPOS settings screen Option ticked VAT is shown on the receipt in both current EPOS currency and in UK s exchange rate from current EPOS currency is set on the EPOS settings screen Print narrow wide receipts Receipt Settings via EPOS settings screen Choice of one or the other Receipts printed according the relevant receipt template narrow or wide Number of characters of item description to display on the receipt Receipt Settings via EPOS settings screen 20 characters recommended for narrow receipts For showing full descr
185. s in E4E are enabled and you forget the sales supervisor and administrator passwords for E4E you can retrieve them in the following way Exit User L NOTE To print out receipts make sure the printer send receipts to is set as the default printer for this Last Update Check 19 03 2012 M4r h Options wes Supervisor user logged 1 On the main EPOS options screen right click on the options tab at the bottom left of the screen and choose unhide from the menu 2 From the pop up box click on the security worksheet and click ok 3 The security setting screen will appear and you will be able to see alter the security passwords 4 Click the return to options button to return to the options screen EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 140 Page Appendix G Troubleshooting In this appendix we will detail some solutions to problems that people have had with EPOS 4 Excel Downloading EPOS 4 Excel from epos4excel weebly com Internet Explorer Users Internet Explorer sometimes downloads an Excel file and changes the file extension to zip and you won t be able to open the file in Excel If this happens to then you will need to manually rename the file from epos4excel_v1 2 zip to epos4excel_v1 2 xlsm see http www mediacollege com microsoft windows extension change html for more details about changing the file extension Compile Error in Hidden Module 1 Possible solutio
186. s screen Option ticked sales data from all tills will be saved in a single file when using networked tills Option unticked sales data for each till will be save in different files when using networked tills Create sales data back up files Sales data settings via the EPOS settings screen Option ticked sales data back files are created Option unticked sales data back up files are NOT created Sales layout Sales data settings via the EPOS settings screen See section 12 of this manual for more details Record nominal code rather than payment type in the sales data EPOS setting screen Option ticked nominal code rather than payment type in words is recorded as the payment method in the sales data User a user defined date rather than system date for sales data file name and transaction number Sales data settings via the EPOS settings screen Option ticked before you start making sales you will be asked to specify a date Option unticked E4E will use the system date Sale data file format ASCII or Unicode Sales data settings via the EPOS settings screen ASCII is sufficient for English only characters in the sales data Unicode will enable you to use non English characters in the sales data Start Up Options Option Option Location Notes Show license screen at start up EPOS settings screen Option ticked license screen is shown when
187. s sold report button 2 Enter the start date for the report and the end date for the report Click ok to produce the report or cancel to cancel NOTE Average unit price item total sales amount gross qty of item sold NOTE The longer the time period you specify the longer it will take to produce the report You can sort your report by description qty sold total sale amount or average unit price The No Txns number of transactions tells you in how many separate transactions the quantity of item was sold This can indicate if your best selling item was in fact not the best selling one because it was only one person who bought that amount To print this report to an ordinary not receipt printer click the print report button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 Ifyou wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the products sold report to be fully produced you will need to make sure the sales data stores the following Item Code Item Description Net Item Price After Sale Deal Disc Gross Item Price After Sale Deal Disc Sale Total Quantity Transaction Number EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Sto
188. s this and then tick the only show orders from a single date box 3 From the drop down list pick the order status you want to view Choosing Any will show all orders of whatever status 4 Leave the search terms box empty 5 Click ok to view the orders Eo ils EPOS4Excel v1 3 0d Microsoft Excel o Home Insert Page Layout Formulas Data Review View Developer vQ Print_Area M f 12 06 2012 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 54 Page Editing a customer order from the list of search results 1 On the screen showing customer orders search results use the up down arrow keys to highlight the order you wish to edit 2 Click the edit an order button Make any necessary changes and click save Cancel discards any changes you have made 4 The order is now edited ma Printing customer orders from the list of search results On the screen showing customer orders search results it is possible to print the customer order details that are shown 1 To printa highlighted order Use the up down arrow keys to highlight the order Click the print highlighted button Choose which printer you wish to print to NOTE You cannot print to a receipt printer The details of the selected order should now print 2 To print all orders that are shown Click the print all button Choose which printer you wish to print to NOTE You cannot print to a receipt printer
189. saction number prefix On the sales data setting screen you change the prefix of the transaction number in the sales data by typing in a different prefix in the box Storing the sales data under a specified date rather than the system date On the sales data screen you can choose to store the sales data for any sales you make under a specified data rather than the system date If you select this open when you click the sales button on the main EPOS screen you will be asked for the date you want to save the sales data under The sales data will be stored with a filename salesDDMMYYYY CSV or salesDDMMYYYYTX CSV where DDMMYYYY is the user specified date The transaction numbers for individual sales will also be generated using the specified date ie BSDDMMYYYYTXNX Customer orders files The files containing orders are found in the E4E data storage folder To access the customer orders data files open the E4E data storage folder The files containing the customer order data have a file name in the format ordersDDMMYYYY xlsx where DDMMYYYY is the data on which the order was created The separate orders appear on separate rows The layout of the customer orders file is as follows Column A Order date Column B Order number Determined by E4E Each day the customer order number starts at 1 and for each further new order on that day it increases by 1 Column C Order ref Determined by the user If it is prepaid customer order this will be t
190. sales assistant to access these functions then they will have to calla supervisor or administrator to enter their password to enable access to these functions 1 2 Tick the enable security box 3 appropriate 4 5 Change the passwords for the different security levels if you desire Clicking the return to options button will save your changes The default passwords are sales supervisor and administrator ie the same as different security levels NOTE Passwords should be different for each user level if not then entering the password will active the highest user level for that password This means you can combine the supervisor and administrator security levels by making the passwords the same NOTE Changing the security level settings and passwords will have to be done separately for each till running on a network unless you customise the E4E workbook and then place a new copy of it on each till EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 106 Page Logging in with a security level password ma Ty Excel vi 2d Microsoft ho 2 a Home Insert Page Layout Formulas Data Review View Developer vo ais bd f 1 2 0 a EPOS Options Advanced Options Customer Orders Enquiries User Log In User Log Out NOTE To print out receipts make sure the printer you wish to send receipts to is set as the default printer for this computer EPOS4Excel
191. save the E4E worksheet to keep changes Changing how many characters of the item description are to appear on the receipt On the receipt settings screen enter in the appropriate box the number of the characters of the item description you wish to display on the receipt NOTE This needs to be a whole number We recommend about 20 characters if you are printing narrow receipts and if you want to print the whole description on a wide receipt we suggest using a large number such as 9999 Displaying the item code rather than the item description on the receipt You can choose to display only the item code rather than the item description on the receipt by ticking the checkbox on the receipt settings screen Displaying full tax details on the receipt You can decide whether to print the full tax details of the sale on the receipt by ticking the checkbox on the receipt settings screen Include a manual reference number on the receipt You can decide whether to ask the sales person to input a reference number to be shown on sale receipt by ticking the checkbox on the receipt settings screen If this option is enabled then when you complete a sale you will be asked for the reference number before the receipt is printed NOTE This reference number is NOT stored in E4E so if you require it to be stored then it is suggested you input it in the sale memo field on the full payments screen when completed the sale Adjusting the sales tax name which appears on a
192. se to give any sale change as cash or a gift voucher Any gift voucher generated as change will have a new expiry date determined from the current date and will not have the same expiry date as the voucher that was redeemed EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 84 Page Printing a gift voucher for a refund Proceed through the refund process as normal After clicking the payment button if you enter the refund amount in the gift voucher refund amount box you will then be asked when you complete the refund if you want to print a gift voucher Click yes if you do or no if you don t Giving sale change as a gift voucher Proceed through the sale process as normal After clicking the payment button if you click the give sale change as gift voucher option then a gift voucher for the sale change will be printed Showing active gift vouchers On the main gift vouchers screen click the show active gift vouchers to see a report of activated gift vouchers their values and expiry dates This will show you your total gift voucher liability E id amp gt gt o f amp a Ran Aa E ene e cw F9 f Gift Voucher Code Activation Date Balance Expiry Date 5 SIhKbjNFR2 14 08 2012 17 05 14 08 2013 NTUSP239ZA 14 08 2012 30 00 14 08 2013 Report Results KWIZV43049 15 08 2012 1 60 15 08 2013 HX3NKZBYS2 15 08 2012 25 00 15 08 2013 BOSL3DRGRX 17 08 2012 10 00 17 08 2013 JWWITUYEF6 17 08 2012 10 00 17
193. sesesnsaeeeeeesseeseas 61 9 Reports oiii ieena ra aiaa a aaa taa aa aaaea aoaaa eia 62 End of day till reconciliation fiQUres cccccessssccccecessessnsececeeecessessaseeeeeeseeeseeeaeeeseesseeseaeaeeeeeeseeeees 63 Reasons why the end of day till reconciliation figures might not match the amounts actually in Bet a ea e e a E N A rican De nC tors ta eas Raa tk 64 Sales total Torallitills cece sets ees te hackers ec ct dined a Nag EM Saal Bl ee al 64 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 5 Page Till reconciliation figures by date rePOrt ccccccccccccsssessssececeeecesseseaeseeecsessseseeaeseeecessesesnaaeeeesesseesees 65 Day full transaction reporten a a a stedae a a a earache lens taste 66 Products sold PEDO bins cccsed cat casiee cwsesk ca ihr aii aa a ei a pae aaaea ia EE a a aa 67 Pr d ctss ld salesam u nt report m o enei en e e TAEA Ea AAT PE EEEE ein 68 Prod ctsref nd d reporte sasra r a E A E ETE EA 69 ReEfUNS PEPOM EAE E R E EE E E ET E E E Rl E E 70 Sales assistant totalksales report o a E Ai eee ne eS 71 TaX DY date r porter e a a i ies eee a beet ee eed ea ese eee ee 72 Tax by transactions report cccccessssccececessesssneeeeeeecesseseeaeeeeeeeceseeseaaeseseessessesasaeseeeesseeeasaeeeeeeeseesaea 73 Tax by date tax Code reports iiis Secs seidehccka caus Lavck cs dec vada ta i kasha a e invsebessde dedi la vie aatia a eniai 74 Stock Reorder ROOM cnno
194. st free cell in the Item Code column The price will automatically be looked up Make sure you press the ENTER key if you manually enter the barcode 2 Alter the quantity in the quantity column if there are more than one of the same product NOTE If you are selling loose items by weight for example you would enter the weight here eg how many kilograms the customer wants to buy and your item price would then be the price per kilogram 3 Check the item price column against the price on the product If it is different see the changing an item s price section below 4 Repeat this for each product by scanning or entering the barcode item code in the next free cell in the Item Code column You cannot add more than 97 product rows in a single sale NOTE For details about adding an E4E gift voucher to the sale see the gift vouchers section of this manual NOTE Only the first 25 characters of the item s description will appear on the sales screen To see the item s full description double click with the left mouse button on the item s row on the sale screen to bring up the item details box This will include full details about the item including how many are in stock NOTE LINE PRICE QUANTITY x ITEM PRICE You will not be able to change the line price amount NOTE The sub total value shown on the current sale screen is the sum of the line prices ie the sale total before any sale discounts or deals are
195. t Settings 23 You were served by Martin 24 Till No 1 TXN BS30082012T1N1 25 Date 30 08 2012 Time 21 37 05 Thank you for shopping with us Visit our website at M 4 gt NarrowReceipt J ngi r rfl Ready so a 100 y F Wela Aes sao N Customising the company logo and company details on the wide receipt template 1 On the edit narrow receipt template screen click the Excel review menu top of screen and select unprotect sheet 2 Click once on the EPOS 4 Excel logo at the top of the receipt template and press the delete key on your keyboard to delete the logo 3 Click on the Excel Insert menu and select picture Choose the file containing your company logo picture and insert it into the empty space which is now at the top of the receipt template Move and adjust the size of the new logo to make it fit as appropriate 4 Adjust the value for the logo row height such that the logo fits completely in the first row of the receipt 5 You can edit template width by hovering the mouse pointer over the boundary between the headings for column A and B The mouse pointer should change Click with left mouse button to drag and make the narrow receipt template column A wider or narrower Alternatively enter a value in the receipt template width box NOTE Value is in centimetres default value 6 62cm values should be between 0 and approx 50cm 6 Alter fonts and font siz
196. t button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 If you wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the products refunded report to be fully produced you will need to make sure the sales data stores the following Item Code Item Description Item Description 2 Item Description 3 Sale Total Quantity Transaction Number EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 70 Page Refunds report a bed Escel i302 Microsot aos x Voue Rash ogc a a vc 9 0A a he A Transaction Number Refund Amount Sales Assistant Memo g 8S03032012T1N3 7 5 Martin BS03032012T1N4 19 36 Helen damaged Report Results BS14032012T1N3 2 5 Martin damaged Total Refunds 29 36 Print Report Report Dates 01 04 2011 to 01 04 2012 z f Exit Sort By Refund Amount Sort By Sales Assistant h Report Results lijs i Lay Ready 7J Doa 100 The refunds report lists all refunds made in a user defined period It shows the transaction number for the refund the refund amount the sales assistant who was responsible for the refund and any memo about the reason for the refund
197. t generated gift voucher until a new one is generated 8 3 Balance 20 00 Barcode Font Size 36 Gift Voucher Template Width in Centimentres Default receipt template width 6 62cm max width approx 45cm AMUN 12 RS1ZIV410 13 If unused this voucher will expire on Change Printer 14 27 08 2013 Print a test gift voucher Please keep this voucher safe No liability will be accepted for lost or damaged vouchers Photocopies will Return to options 16 not accepted 17 27 08 2012 11 02 18 19 20 21 i aF Gift Voucher Template Ready ZJ imo a 100 Click on the gift voucher template button on the main gift vouchers screen to edit the gift voucher template 1 On the gift voucher template screen click the Excel review menu top of screen and select unprotect sheet 2 You can click once on the EPOS 4 Excel logo at the top of the voucher template and press the delete key on your keyboard to delete the logo Click on the Excel Insert menu and select picture Choose the file containing your company logo picture and insert it into the empty space which is now at the top of the voucher template Move and adjust the size of the new logo to make it fit as appropriate Adjust the logo row height such that the logo fits completely in the first row of the receipt 3 You can edit the layout of all rows on the voucher template but gift voucher details will appear on rows 9 11 12 14
198. t off the total amount in the till at the end of the day 2 For payment methods where you do not give change eg card or cheque then discrepancies are likely due to user error eg recording the wrong payment method for a sale not putting a sale through the till For card sales you should be able to match up transactions marked as card in the E4E sales data with transactions on your card machine provider report for the card transactions for the day 3 Did the sales assistant put through any coupons off the sale as gift token rather than a monetary discount off the sale 4 If you are using multiple tills on a network and you have accidentally set two tills to have the same till number this will lead the end of day till reconciliation figures to be wrong ie the till reconciliations figures will end up being the sum of the amounts in both tills with the same till number rather than one till Sales total for all tills On the reports screen you can click on the sales total for all tills This will show the running total for what has been taken on all tills if you are running E4E on a network If you are not running E4E ona network it will just display the total for the current till EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 65 Page Till reconciliation figures by date report Ti bd iz EPOS4Excel v1 4 5 Microsoft Excel 3a B oe insert Pagetayout Formuias Data Reviev ie Developer Tea vQ P2 A9 d
199. t on your next web order 20 2 2 2B 24 W 4 Pil Receipt Settings C3 pil E Ready 2J E 200 g 1 To change the receipt message on the receipt settings screen click the edit receipt message button 2 A window will pop up and allow you edit the message You can insert spaces and carriage returns enter key on your keyboard to adjust the layout of the receipt message The receipt message will always appear centred on the receipt Click the save amp close button to save any changes or the cancel button to discard any changes you have made 3 Click the print test receipt button to print out a sample receipt containing the new message 4 The receipt message should now be changed from the next sale onwards NOTE If you are running E4E on multiple tills over a network then altering the receipt message on one till will alter it on all tills EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 90 Page Printing VAT in UK pounds on the receipt when using a different currency E4E enables you print both a sale s VAT in UK pounds and in the current E4E currency on the receipt You can enable this option on the EPOS settings screen by ticking the checkbox and entering the appropriate exchange rate For details of why the option is included see the UK VAT rules for a UK registered company that makes some sales in a foreign currency http www hmrc gov uk vat managing international foreign cur
200. t or cancel to cancel NOTE The longer the time period you specify the longer it will take to produce the report You can sort your report by date tax amount qty items and sales amount To print this report to an ordinary not receipt printer click the print report button 1 A box will pop up giving you a list of printers available on the computer From the list of printers click and highlight the printer you wish to send the report to 2 Ifyou wish to change printer settings you can click the set up button 3 Click ok to print or cancel if you no longer wish to print Any changes you make to the active printer when printing a report will be temporary NOTE For the tax by date report to be fully produced you will need to make sure the sales data stores the following Transaction number Sale Total Sale Total Tax EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 74 Page Tax by date tax code report Kl a Gls EPOS4Excel vi 4d Microsoft Excel o f 8 Home Insert Page Layout Formulas Data Review View Developer vQ PZ F9 X fo v Date Tax Code Tax Rate Net Sales Gross Sales Tax 3 05 08 2012 T20 20 000 2 458 2 950 0 492 05 08 2012 TO 0 000 5 000 5 000 0 000 06 08 2012 T20 20 000 4 917 5 900 0 983 06 08 2012 TO 0 000 2 500 2 500 0 000 07 08 2012 T20 20 000 7 375 8 850 1 475 07 08 2012 TO 0 000 55 000 55 000 0 000 Print Report 08 08 2012 T20 20 000 166 667 200 000 33 333 09 08
201. ta will be 1 signifying 1 was given in change Gross Item Price After Sale Deal Disc The price including tax of the item identified by the item code in this row of the sales data AFTER any deals and discounts have been applied See also the KNOWN ISSUE 2 box below Gross Item Price Before Sale The price including tax of the item identified by the item code Deal Disc in this row of the sales data BEFORE any deals or discounts have been applied See also the KNOWN ISSUE 2 box below Sale Total The total price of the whole sale including tax NOTE This will only appear on the first row of the sale in the sales data Time of Sale The time of the sale NOTE This will only appear on the first row of the sale in the sales data Sale Memo Contains any memo the user entered during the payments process In addition the sale memo will also contain a notification if the sale is a prepaid customer order If it is a refund the sale memo will contain the reason the sales assistant gave for the refund NOTE The sale memo will only appear on the first row of the sale in the sales data See also the KNOWN ISSUE 3 box below Vouchers Contains information about any E4E gift vouchers that have been redeemed or activated See also the KNOWN ISSUE 3 box below Tax Class The tax class of the item NOT of the whole sale identified by the item code in this row of the sales data Item Tax The tax rate
202. tem details are added this would only be retained till the next sale Font changes are now retained permanently EPOS 4 Excel v1 2 3 24th April 2012 New features changes 1 Added the ability to choose a specific date for till reconciliation totals rather than just being able to calculate till reconciliation totals for today Also added total VAT for the till on the chosen date to the reconciliation totals 2 Changed the way you alter individual item prices in a sale Double click on an item line in the sale to bring up a box with item fuller details This box has the option to discount that item s price by a percentage between 0 and 100 as well as enabling you to change individual item price Details of the discount price change are recorded in a new field in the sales data Item Price Change Disc 3 Added optional user security levels sales supervisor and administrator with each one having a higher amount of access to E4E functions This enables you to limit refunds adding editing products to a supervisor etc Deleting products and clearing the current stock levels are limited to administrators 4 If security levels are enabled then screen lock on the sales screen can also be removed using sales supervisor and administrator passwords 5 Added a new sales data field Sale Deals Discounts same text that appears on the receipt which details sale deals discounts Added a new sales data field Item Product List Price Added
203. the E4E worksheet first loads If user has not checked for updates for more than a month then prompt at start up EPOS settings screen Option ticked user will be prompted to check for updates to the E4E worksheet if they have not done so in the last month EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 114 Page Currency and Payment Options Option Option Location Notes Define payment types nominal codes EPOS settings screen Payment type 1 will always be cash Payment types 2 4 can be any word s describing a payment type Payment Autofill EPOS settings screen Choose the payment type you wish to automatically assign the sale total to when the payments screen appears OR choose none to not automatically assign the sale total Current EPOS currency EPOS settings screen Enter the currency symbol in the relevant box and make sure the product list prices are in this currency Use fast pay window when taking payment EPOS settings screen Option ticked fast pay window will be shown when clicking payments on the sales screen Option unticked the full payments window will be shown when clicking payments on the sales screen Product Options Option Option Location Notes Product description 2 label EPOS settings screen Enter label in the relevant box This will appear in the product s
204. the control panel and open Devices and Printers Delete any printers with the name of your printer there may be more than one Now plug in the printer again The computer should now recognise install the printer Try printing out receipts again If paper runs out in the middle of printing a receipt you can always re print the last sales receipt after loading new paper by clicking the reprint previous sales receipt button on the sales screen This option is only available if the print sales receipts checkbox is ticked on the sales screen The last receipt generated will be held in memory and you can reprint it even if you leave the sales screen and return later NOTE E4E has been run successfully using the Star TSP113 USB receipt printer and the column width of the receipt template on the narrow receipt template screen has been set for this receipt printer You may need to adjust the column width of the receipt template for E4E to work successfully with another receipt printer Experimentation for your particular set up may be necessary See the editing receipt settings section of this manual for more details EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 21 Page Setting up E4E Security Settings Optional If you wish to limit who can do what with E4E then is necessary to enable the E4E security settings and set up security passwords See the E4E security settings section of this manual fo
205. the end of day till reconciliation totals Due to a bug it used to always show 0 00 but now it shows the accurate total sales tax for the day 2 When using the fast pay window if you chose more payments options and then completed sale you were returned to the fast payments window rather than the sale basket This has now been fixed 3 Fixed various problems when choosing report dates if you are using an American date format mm dd yyyy 4 Fixed a bug which stopped the user being able to print the end of day till reconciliation figures 5 Fixed a problem with printing reports where the longer the report the smaller the print size Now prints at a size appropriate to page width 6 Fixed a bug where a sale memo full payments window of a previous sale could sometimes be copied into the current sale details when using the fast pay window 7 Fixed a problem when using a rather than as decimal separator in the item price On the current sale sheet this could cause E4E to be unable to find an item which is on the product list and therefore it not be able to add it to a sale EPOS 4 Excel v1 4 4 21st January 2013 New features changes 1 Added the option to update the product list price if you change an item s price when you have selected to force the user to give a reason for the discount Fixes 1 Fixed various bugs on the payments form which were caused by changes in v1 4 2 to make E4E compatible with regional number formats 2 S
206. to Options Options Lock Screen Time 14 48 Date 06 07 2012 Sales Assistant Martin Print sales Change Change Till Change receipts Printer Number Assistant EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 51 Page 19 i EPOS4Excel v1 3 0f Microsoft Excel o Home Insert Page Layout Formulas Data Review View Developer 7Q o ka Customer Name rone Ne F Delivery Address Same as Customer Address Email Delivery Name Customer Address 1 Delivery Address 1 Customer Address 2 Delivery Address 2 Customer City Delivery City Customer County Delivery County Customer Postcode Delivery Postcode Customer Country Delivery Country Order Ref Order Status Pending Items Ordered TT Order Notes Hold order on draft Save Cancel P Orders Options 3 at m Zala _ AG 100 O EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 52 Page Searching customer orders between specified dates On the customer orders options screen click the search orders button 1 Enter the start date of the orders you wish to search Click the today button for today s date 2 Enter the end date of the orders you wish to search Click the today button for today s date NOTE If you only want to search orders from a single date set the start date as this and then tick the only sh
207. topped user being able to change item price on the sales screen to a negative amount 3 If you changed a line on the sales screen from a refund negative quantity back to a sale positive quantity then this still left the item price as negative when it should have swapped to positive This has now been fixed EPOS 4 Excel v1 4 3 5 December 2012 Fixes 1 Fixed a bug on the add alter product form which was introduced in v1 4 2 If you tried to enter an item code which was not numeric this caused E4E to crash and report an error This has been fixed and no errors are now caused for alphanumeric item codes EPOS 4 Excel v1 4 2 13 November 2012 New features 1 Added new report products sold sales amount 2 Added keyboard short cuts on the add alter product window 3 Altered the wording of the column heading date total sales inc tax on the tax by date report to date total sales gross The old wording could be misleading and imply the figure only included sum of the taxable products gross prices where as it is made up of the sum of gross prices of both taxable and non taxable products sold Fixes 1 Some users had problems on the add alter products form as it wouldn t recognise what was a valid number for an item price This has now been fixed and the user is warned as they type in the box if they type an invalid character 2 When selling items with non integer quantities the sale price was not always calculated
208. tten offer to provide the Corresponding Source This alternative is allowed only occasionally and noncommercially and only if you received the object code with such an offer in accord with subsection 6b d Convey the object code by offering access from a designated place gratis or for a charge and offer equivalent access to the Corresponding Source in the same way through the same place at no further charge You need not require recipients to copy the Corresponding Source along with the object code If the place to copy the object code is a network server the Corresponding Source may be on a different server operated by you or a third party that supports equivalent copying facilities provided you maintain clear directions next to the object code saying where to find the Corresponding Source Regardless of what server hosts the Corresponding Source you remain obligated to ensure that it is available for as long as needed to satisfy these requirements e Convey the object code using peer to peer transmission provided you inform other peers where the object code and Corresponding Source of the work are being offered to the general public at no charge under subsection 6d A separable portion of the object code whose source code is excluded from the Corresponding Source as a System Library need not be included in conveying the object code work A User Product is either 1 a consumer product which means any tangible personal property wh
209. u can do a stock take for your shop and update the stock levels for all items in your shop thereby keeping them accurate EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 40 Page 6 Products E td ais EPOSMExcel v1 3 0h Microsoft Excel gt of 8 Fie Home Insert Page Layout Formulas Data Review View Developer 9 e om amp Product Search Show all products Show all products linked toa deal Add Alter Product Details Edit Quick Products Import Products M 4 h Products Options ie do Ready 7 Cd 100 Product descriptions In E4E you have three description fields for your products 1 Description This is the main description of your product and should be used to name your product What you put in this field will appear on your receipts and will be seen by customers 2 Description 2 and Description 3 This is a sub description for your products What you put in this field will not be seen by customers and will not appear on your receipts You could use the description 2 and description 3 fields to store various pieces of information e Supplier name e Location of the item in the shop ie split your shop up into areas and label the locations the location code could then identify where the stock is held e Ifyou are selling books you could use them to store publisher or author details e The format of the product eg DVD Blueray Hardback Paperback e
210. ual instance of E4E that is running ie on every till EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 18 Page Creating a product list Essential There are two ways to create a product list Firstly by manually adding products one by one For more details of how to do this see the Add alter product details section of this manual Secondly the quickest way to create a product list is to create an excel workbook XLS or XLSX to import into E4E The Excel workbook should have the following columns Column A SKU Item Code Item Barcode Column B Item Description Column C Product Price Column D Item Tax Class Column E Deal code You may leave this column blank Column F Product Description 2 You may leave this column blank Column G Product Description 3 You may leave this column blank Column H Item Stock Re order level You may leave this column blank NOTE Columns A D are essential all other columns you may leave blank Column headings should be placed in row 1 of the worksheet If you place item details in row 1 then this item s details will not be imported NOTE Whether product price includes sales tax or includes sale tax depends on the tax settings you have chosen when setting up E4E See the Tax Settings section of this manual for more details After you have created this workbook you can then import the product details into E4E See the Importing Products
211. umn A SKU item code Column B the initial stock levels for each item NOTE The initial stock levels can be whole numbers or decimal numbers eg if you sell items in price per kilogram the initial stock levels would be the number of kilograms you have The item price on the product list would then be the price per kilogram This initial stock levels file should then be imported into E4E using the import multiple deliveries button on the stock levels screen see the stock management section of this manual for further details First clear the stock levels if necessary Then import the initial stock levels file This will set the initial stock levels in E4E NOTE If you do not import an initial stock levels file E4E will still record the numbers of each item sold but you will not have an accurate record of what you have in stock Setting up a printer and printing receipts Optional To print receipts you will need the do the following e Make sure you have a receipt printer AND OR an ordinary printer plugged in to every till NOTE Some printing operations in E4E will require an ordinary printer e Make sure you set the printer you wish to print receipts on as the default printer on the computer there is a button to change the active printer for Excel on the sales screen if you forget When making sales receipts will be generated and printed if the print sales receipts checkbox is ticked on the sales screen If you do not wish t
212. used for sales so it won t prompt you for a till number but it will ask you for the sales assistant name You can continue making sales where you left off The computer has crashed and I haven t saved the file Have I lost all the data of the sales Ihave made No Every time you complete a sale button the E4E file containing the sales data is automatically saved The most you will have lost is the data you were entering for the current sale How do I deal with an item that is to be given away free It is important that any free items are still scanned in as a sale so that stock levels are kept accurate to what is actually in stock There are two different possible situations when giving away free items 1 Inthe midst of paid items there is a free item In this case still enter the free product s item code in as normal Change the item price to zero Continue and complete the sale as normal 2 Allitems in the sale are free In this case you can enter the item codes of all the free products as normal and change all the item prices to zero However this could become cumbersome Alternatively you could enter all the item codes click the payments button and enter a sale monetary discount equal to the sale total NOTE If an item in the sale has a zero price then when you click payments you will be warned of the existence of a zero priced item in the sale and asked if you are sure you want to go ahead with taking payment If you wish to change the
213. v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 92 Page 13 The sales data customer order data and system data Choosing the sales data file format On the sales data settings you have the option of choosing an ASCII sales data file format or a Unicode sales data file format The ASCII sales data file format will cope with English letters but not non English characters The ASCII sales data file has a COMMA as its delimiter The Unicode sales data file format will enable you to use non English characters in the sales data The Unicode sales data file has a TAB as its delimiter NOTE Swapping between sales data file formats may cause issues with generating reports See the reports section of this manual for more information This setting will need to be set to be the same on each individual instance of E4E running on your network MaI e i EPOSAExcel v1 3 0h Microsoft Excel o File Home Inset Page Layout Formulas Data Review View Developer vQ PZ Payment Method 4 Payment Amount 4 Payment Method 5 Payment Amount 5 Gross Item Price After Sale Deal Disc Time of Sale Till Currency Date of Sale Sale Deals Discounts Sale Total VAT Gross Item Price Before Sale Deal Disc Item Price Change Disc Transaction Number Item Product List Price Item Description 2 Item Description 3 EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 93 Pag
214. vailable on the computer From the list of printers click and highlight the printer you wish to send the search results to 4 Ifyou wish to change printer settings you can click the set up button 5 Click ok to print or cancel if you no longer wish to print NOTE Any changes you make to the active printer when printing a product search results will be temporary Showing all products If you click on the show all products button on the products screen you will be shown a list of all products stored in E4E Showing all products linked to a deal If you click on the show all products linked to a deal button on the products screen you will be show a list of all products linked to a deal EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 50 Page 7 Customer orders EPOS 4 Excel includes the ability to store customer orders which can then be processed later NOTE The customer orders features in EPOS 4 Excel v1 3 are incompatible with the orders features of earlier versions To avoid any problems it is advisable to move any previous order files created by E4E from the E4E data storage folder to a separate location for archiving when upgrading to E4E v1 3 This way you can be sure all customer orders files in the storage folder will be compatible with this version of E4E Entering details of a customer order 1 To enter details of a customer order click on the new customer order button which can be found on eith
215. version 1 2 0 Martin Stokley 2011 2012 Last Update Check 19 03 2012 4 gt hil Options 4 gt No user logged in E GO 100 After you have enabled the security settings the user log in and user log out buttons on the main EPOS options screen will be enabled To log in click the user log in button and enter your security level password sales supervisor or administrator to enable this level of access to E4E functions Last Update Chex Last Update Chec 4 gt h Options 3 4 gt gt Options lt J No user logged in Supervisor user logged in After you have logged in the Excel Status bar will tell you what level of access to the E4E functions you currently have If you try to access an E4E function which requires a higher level of access than the current one you will asked to enter the relevant security level password to gain access to that function 1 If you are on the sales screen or if you are in sales mode eg you accessed the product search results screen from the sales screen and you are prompted for a password to access an E4E function then entering a password WILL NOT result in a permanent log in for that security level Once the function has been accessed the security level will drop back to its original level 2 On every other screen in E4E logging in to a security level to access a specific function will result in a permanent log in to that security level For details about what you can do
216. w product first you must add the product to product list before adding a delivery See the alter adda new product section of this manual for more details on adding new products NOTE If you make a mistake with the quantity you can always add a delivery for the same item with a negative quantity to cancel out the number you previously said was delivered Adjusting the quantity in stock for a single item Sometimes it may be necessary to adjust the quantity in stock of an item to keep the stock levels accurate eg if items get stolen etc You can do this by clicking the single adjust qty in stock button on the stock levels screen Enter the item s code whose stock level you wish to adjust Enter the new stock level for this item ie how many of the item are or how much of the item is eg how many kilograms currently held in stock This will become the new stock level for this item Adjusting the quantity in stock for multiple items You can adjust the quantity in stock of multiple items by creating an Excel workbook XLS or XLSX with the following columns no column headings Column A SKU item code Column B the new stock level for this item ie how many of the item are or how much of the item is eg how many kilograms currently held in stock Click the multiple adjust qty in stock button on the stock levels screen and choose the file you have created E4E will now update the quantity in stock levels accordingly Using this process yo
217. w the transaction is characterized the Corresponding Source conveyed under this section must be accompanied by the Installation Information But this requirement does not apply if neither you nor any third party retains the ability to install modified object code on the User Product for example the work has been installed in ROM The requirement to provide Installation Information does not include a requirement to continue to provide support service warranty or updates for a work that has been modified or installed by the recipient or for the User Product in which it has been modified or installed Access to a network may be denied when the modification itself materially and adversely affects the operation of the network or violates the rules and protocols for communication across the network EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 126 Page Corresponding Source conveyed and Installation Information provided in accord with this section must be in a format that is publicly documented and with an implementation available to the public in source code form and must require no special password or key for unpacking reading or copying 7 Additional Terms Additional permissions are terms that supplement the terms of this License by making exceptions from one or more of its conditions Additional permissions that are applicable to the entire Program shall be treated as though they were included in
218. wo decimal places If you are using E4E with multiple tills connected over a network then altering the tax class settings on one till will update all tills EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 79 Page 11 Gift Vouchers EPOS 4 Excel enables you to print and redeem gift vouchers You can also still use E4E with pre printed gift vouchers and add these as a payment method in a sale The E4E gift voucher functions give you the ability to print and redeem your own gift vouchers as well On the EPOS settings screen click on the gift vouchers button which will bring up the gift vouchers screen Eid Bis EPOStExcel vid Microsoft Excel gt Home Inset Page Layout Formulas Data Review View Developer A E E Setting up gift vouchers Enabling gift vouchers On the main gift vouchers screen you can enable or disable the gift vouchers functions of E4E Ticking the tick box to disable gift voucher functions means you will not be able to print and redeem active gift vouchers during sale payments NOTE You can only enable the gift voucher functions if you have the free3of9 true type barcode font installed on your computer See section 4 Setting up EPOS 4 Excel for use of this manual for more details about installing the font EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 80 Page Editing gift voucher expiry time On the main gift vouchers scre
219. xes on the take payment window will be disabled 3 Inthe memo box you can record any necessary relevant information to the sale eg problem with card machine check payment was not taken twice OR full details of any coupon discounts added to the sale 4 If this is a pre paid customer order then tick the pre paid customer order box After you have completed the sale you will then be asked to select using the mouse which items in the sale are for order and also for the customer details See picture below Selecting allows you to distinguish between the items in the sale which the customer is taking away with them and the items which are on order The order details will then be stored in E4E s customer orders NOTE E4E will automatically add to the memo box when saving the sales data a notification that this is pre paid customer order 5 Any change necessary will be displayed as a negative balance due NOTE E4E always assumes change will be given as cash 6 Click complete sale to finalise the sale OR click cancel to go back to the sales screen and add more products cancel the sale completely 7 After you have completed a sale the change that was due from that sale will be shown in the Previous Sale Change box EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 31 Page NOTE For details about redeeming E4E gift vouchers see the gift vouchers section of this manual NOTE The order in which the
220. y differ in detail to address new problems or concerns Each version is given a distinguishing version number If the Program specifies that a certain numbered version of the GNU General Public License or any later version applies to it you have the option of following the terms and conditions either of that numbered version or of any later version published by the Free Software Foundation If the Program does not specify a version number of the GNU General Public License you may choose any version ever published by the Free Software Foundation If the Program specifies that a proxy can decide which future versions of the GNU General Public License can be used that proxy s public statement of acceptance of a version permanently authorizes you to choose that version for the Program Later license versions may give you additional or different permissions However no additional obligations are imposed on any author or copyright holder as a result of your choosing to follow a later version 15 Disclaimer of Warranty THERE IS NO WARRANTY FOR THE PROGRAM TO THE EXTENT PERMITTED BY APPLICABLE LAW EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT HOLDERS AND OR OTHER PARTIES PROVIDE THE PROGRAM AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESSED OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM IS WITH
221. y faster Fixes 1 Sometimes closing an E4E window using the close button X would cause an error This has been fixed 2 There was a bug in the code such that the column row headings were not shown on the narrow receipt template but were shown on the receipt settings screen instead This has now been fixed 3 On the receipt settings screen it was possible to enter a non numeric value for the number of characters to be shown on receipt template This has now been fixed and you can only enter a whole number 4 On the epos settings screen if you tried to change the screen lock password and then clicked cancel the old screen lock password was wiped this is now fixed 5 When you cleared the product list it didn t clear the stock re order levels this has been fixed EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 145 Page 6 Sometimes on the search results screen columns could disappear off the screen and couldn t be viewed even though the data was there This bug has now been fixed EPOS 4 Excel v1 3 1 26 July 2012 New features changes 1 Added product re order levels and product re order report a negative product re order level means that product is not included in the re order report 2 Added a new deal Buy X or more of one item and change item price to Y this enables you to do bulk buy discounts 3 Added the option for user to define date to be used for transaction number and sales d
222. ying this further ee Iy I Dg Price of item x after apportioning 1 Dg TT I multiplier a 6 We can therefore consider that applying a deal to make x items cost y is equivalent to multiplying the price of each individual item in the deal by 6 Doing this will apportion the deal price y amongst the items in the deal according to HMRC rules for mixed VAT products We can then calculate the VAT due on the individual items by using these altered item prices and the VAT fraction method outlined above Deals Buy x get cheapest y free How do we work out the effect on the individual item prices of a buy x items get cheapest y free deal such that the VAT can be calculated correctly for a sale which contains products with different VAT rates As a deal only effects the items included in the deal and not any other items in the sale basket first we assume for our calculation purposes that we only have the x items that are in the deal EPOS 4 Excel v1 5 2 Website epos4excel weebly com Martin Stokley 2011 2013 135 Page Original item prices for the x items l item prices of the y cheapest items Sum of original item prices D is the monetary discount we need to take off to effectively make the y cheapest free ie the sum of the prices of the y cheapest items I YL sum of all item prices Dg dil sum of the cheapest y item prices lp I Dg ly ly price of the items after deal has been applied

User Manual - EPOS 4 Excel

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