EBS POS Guide - EXOBIZ Services
Contents
1. 18 A A R ceeeaceotsteone cuen 19 Revision Date 17 1 2014 Page 2 of 62 Co y io T 19 VIEW SOCIE roo EMI NINE 19 Charge To FCC ONE e MU EL LIS D MA EU UM UPS 19 cele ODON T m m T Tm 20 Using Laybys Or Customer Orders isa 21 O 23 SAN lO ccn A PP o OO gente eats Sew nuoeen vane 23 ETC OF doo II E ieseoiuesiedisnencdaer tis iontictiums E E atat Cps bM NEM I epiN ecd ER 24 OW GO Ponde LING Flat aa mmt 27 o C M 29 By AIC o A A An 29 GenergE SBEUD cido ET 31 d e m 32 Set up Laybys tor Customer OFGGTrs cases ss issus atesepee ina odie 32 PCW AS ws denies HH 33 dle Gm TEE E RR OOO E E 34 e E E e Oo 5 E EE A 35 o E II bPE oM deu siehe E RUN reda E POE CRM RAE 35 SONS Ca nen SO CEI METTE OD OO Em 37 o m 37 lir e E 38 Tran io c P 38 jeje C H 39 IA m 42 HA SS NIRE e E E 42 SOUTO os 44 A 49 Revision Date 17 1 2014 Page 3 of 62 CU C J Serup Mikand Match PACO 52 A IPEA A MAN FIRMUM MN 52. 1 SubMenul 2 SubMenu2 3 SubMenu3 4 SubMenu4 5 SubMenu5 6 SubMenub 7 SubMenu 8 SubMenu8 9 SubMenuS3 10 SubMenu10 m Key Details Key Type Stockcode Description Program Key Value Shortcut Shape Colour Image KeyPOS9 Key Type 23 StockItem KeyProgram 0 Shape 1 Colour 1 Description OVALCHROME AIR FILTER You can add or edit a key by double clicking on a space on the keyboard If we double click on the Log Out button we will see the following Revision Date 17 1 2014 Page 49 of 62 CN eve y ES Edit Key 625 x 373 Pixels You can edit a key s Description Shape Colour or even image Images need to be stored in your C POS Images folder and be stored as JPEGs If you add a stock item to the keyboard you can select the stock code Save Cancel Position 1 0 Stock Code AIRPREO 1 Description AIR PRESSURE GAUGE 38 List Vouchers 49 Stock Trans Qut 53 Transfer Requests Key Value Shortcut Shape Colour Image You can put a menu shift key on the keyboard and select which menu it shifts to Revision Date 17 1 2014 Page 50 of 62 D 2 Key No Key Name 19 Payment Description Brake Parts 20 Individual Payment EN E 21 Menu Shift 3 SubMenu3 When you press this key you will be sent to sub menu 3 where you would put your brake parts Revision Date 17 1 2014 Page 51 of 62 eo Set up Mix and Match Pricing Exobi
3. N vz y Setup Store Setup Store GI IE A x i fo Mew Edi Delete Save Cancel iStoreID StoreName 1 default Store Setup Store Select the store you wish to edit You can also add a new store from here 5 8 x Mew Edit Delete Save Cancel Overview Screen Layout Printing Random Weight Eftpos Shifts Payment Type Mapping Cash Sale Account lo CASH SALES Pole Display Text A Pole Display Scroll Speed b Store Name default Store Auto Sign OFF B Merele QP Skip Change Question fy Branch Bo Store Name the name of the store Location The EXO stock location Branch the EXO sales branch Cash Sale Account The default sale account for cash sale transactions Auto Sign Off if ticked you will have to log in before each transaction Skip Change Question if not ticked you will get a reminder after each transaction to tell you how much change to give Pole Display Text the text that shows on the pole display if nothing else is happening Pole Display Scroll Speed how fast items scroll on the pole display Bigger numbers are slower Revision Date 17 1 2014 Page 44 of 62 eo Setup Store m AE G EB x Mew Edit Delete Save Cancel Overview Screen Layout Printing Random Weight Eftpos Shifts FPayment Type Mapping Theme default Fully Touch Screen lw Display Menu Ma
4. exobiz excellence in business EBS POS Guide ExoBiz POS is a touch screen point of sale system which enabled fast easy sale entry EXOBIZ Services www exobiz com au Ph 61 7 3390 4900 EBS POS User Guide Table of Contents Revision 17 01 2014 Ba cR RN 5 Heil AST o E E e PR E UE 5 HA AA o RIT 7 IVI eS NETT E O E E 7 Di SCAN a Barco asta E E EE 7 A oa A Eo e AA e o A 8 dl pea COC 0 Y RN EE o TE T 8 4 Type in a full or partial stock code or description ccccoocccnconoccnnonanonnnnanonnnonaconnnnaronnnnnnrononanonnnnnacnnnnns 8 5 Doa BEOGUCUSBSE ET oerte mes deberse itr eben ien Missae EE ise hum eMe mam E 9 ol E A e um 9 A o PAPI A o m epp d PIE 10 1 Scan or enter the item multiple tiMes ccccoocccncnnncnnnonanonnnnnaconnnnnccnnonanonnnnnarnnnonaronnonanonnnnnnrnnnnnanonos 10 2 Type the number of items you are selling and then press the buttoN oooccccnccnnnccnnnnonanacinnnonaness 10 3 Press the button then type the number of itemMS oooccccnccnnnccnnnnnnnancnnnnnonanononononanonnncnonarnnnncnnnaionons 11 Mz AMI TNT A E 11 Cancelhing a trans aci ira 11 O A PP 12 TO E We Ne ICO T NE T DO T onsets nessa 12 Total DISCOUNT 7 coc CENTRE 13 jeu m 14 Selecting a customer acCOUnLt uis sorteo inii e pe biEn Exe vr Fes y eat ni 14 Receiving a payment rom a CUSTOINEN orinal 15 Paving olf an accou treinta dl 17 Menu SE eee
5. 17 1 2014 Page 23 of 62 oo End of day procedures In the setup staff you can allow each staff member access to one or more buttons on the reports screen Setup Staff Reporting Can Close Shift Can do Cash Up Can Create Banking Batch wii See Other Terminal Shifts At the end of each shift you can go to the reports screen to end the shift and cash up Reports gt Ej Opening Cash previes hiit brint shift Close Shift Unders and Presio Print Banking Post Banking Close Report Report Overs Banking Statuses Open ISALI Can close shifts enables the left 3 buttons Can do cash up enables the next 3 Can create backing batch enables the last button Revision Date 17 1 2014 Page 24 of 62 eo Reports e AE a Preview Shift Print Shift Unders and Preview i Opening Cash Report Report Close Shift wt Banking Print Banking Post Banking Close Statuses v Open Closed v Cashed Up 15 T2 18 08 2010 16 47 51 Open 14 NA 16 08 2010 15 27 24 Open 13 NA 11 08 2010 11 05 29 Closed 12 NA 11 08 2010 10 09 32 Closed 11 NA 11 08 2010 10 00 46 Closed 10 NA 11 08 2010 09 57 43 Closed 9 18 06 1900 00 00 00 Closed Preview Report Lists the payment type break down for the shift Print Shift Report Prints the shift report to the docket printer Close Shift Closes the shift A new shift will automatically be created when you next do a transaction Unders and
6. 2106 2010 v Items Payments Add Item Remove Change Qty Add Payment Remove Stockcode Description i i itPri LineTotal AIRFILO1 OVALCHROME AIR FILTER 1 0 0 62 04 62 04 AIR PRESSURE GAUGE E The items you have added will then be shown on the screen You will be given details as to how much money is required to be paid in order to reach the minimum deposit On this screen you can change the customer enter a reference and address details add payments change the expiry date and add or remove products You cannot remove a payment after you have saved the layby Every time you save the layby a docket will print detailing the total items on the sale the total paid so far the total remaining and the terms and conditions Revision Date 17 1 2014 Page 21 of 62 sve Revision Date 17 1 2014 Page 22 of 62 o Shifts Starting a shift Exobiz POS automatically creates a shift when you do your first transaction of the day You can also create a shift by going to the reports screen and entering your opening cash Opening Reports C a sh Enter Opening Cash Balance Opening Cash 0 00 TEENS WES M ES OK Description Transactions By Type Opening Cash 371 00 This opening cash figure is reflected in your end of day reports If you do not enter an opening cash float then you must not count the float into the end of day takings If you do then your count will be wrong Revision Date
7. 4 Setting up sounds Tor not found barcodes ni 56 ACERTO NE aaa E E io E E E pos 57 Revision Date 17 1 2014 Page 4 of 62 sve User Manual ExoBiz POS can be run with a keyboard or as a touch screen EBS POS is designed for fast transaction entry Logging In Revision Date 17 1 2014 Page 5 of 62 een You will see one of the above screens when you log in depending on the setup of the system To log a staff member in you can either enter your pin number or enter your username and pin number You should change these to at least 4 digit pins When you log in you will see only the buttons you are allowed to see Point of Sale version 1 052b beta 01 02 2010 3 18 42 pm Customer 0 CASH SALES O A timeeie GAUGE 24 MTH REAR D n Gore O 00 Total Retrieve Motopartz com au Default Store EXO BUSINESS ADMIN ACCOUNT Point of Sale version 1 068 Dr 04 08 2010 9 51 10 am Auto Sign Off OFF Customer 0 CASH SALES Quantity Unit Price PRO STLYE gesny RE CHARGE REET Reports VISA a nae MOTOPARTZ COM AU default Store STEVE By default ExoAdmin login has the Setup button on their screen Revision Date 17 1 2014 Page 6 of 62 C J Logging Out You can log out at any time by pressing the Log Out Key Log Out If you are in a transaction you will be
8. Delete Save Cancel Overview Screen Layout Printing Random Weight Eftpos Shifts Payment Type Mapping Price Length Switch To Price Level 1 Random Weights Active E Setting 1 Setting z Setting 3 Identifier Start i lo lo Identifier Length 2 lo lo Identifier value 02 Product Code Start E lo lo Product Code Length 5 lo lo Weight Start 7 lo lo Weight Length 5 lo lo Weight DP E lo lo Price Start lo lo lo a AN AN lo N A o nya o m 0 JU Product 10001 Jarlsberg Weight 300g Identifier Start Length value the characters used to identify that it is a random weight barcode Product Code Start Length which characters are the stockcode barcode Weight Start Length DP which characters are the weight of the item In this case it is looking for the first 2 characters to be 02 in order to identify it as a random weight barcode The stockcode is 10001 and the weight is 3 003 kg Revision Date 17 1 2014 Page 46 of 62 evi Setup Store e ig FE E E amp x Mew Edit Delete Save Cancel Overview Screen Layout Printing Random Weight Eftpos Shifts Payment Type Mapping Eftpos Supplier Merchant Copy Customer Copy Split Payment Types Select your eftpos type and which dockets you want to be printed out from your docket printer TER 6 Sek gt AJA x Mew Edit Delete Save Cancel Overview Screen Layout Printing RandomW
9. ER 1 63 00 0 0 63 00 Enter Invoice Discount 5 Point of Sale version 1 069c JE Last Synchronised 18 hours 34 minutes ago 19 08 2010 10 51 57 am Auto Sign Off OFF Customer 0 CASH SALES 100 00 Stock code Description Quantity Unit Price Discount Ext Price TRACOOO1 TRANSMISSION COOLER 1 44 07 6 6 41 16 AIRFILO1 OVALCHROME AIR FILTER 1 63 00 6 6 58 84 Refund Mode If you press this key the Refund Mode label will change to red Everything you do for that transaction will act in refund mode If you sell an item it will sell a negative amount of that item When you finish the transaction the POS will go back to normal Point of Sale version 1 021b 31 03 2009 11 19 13 am Customer 0 CASH SALE Refunds can be set by user You can have a limit for each staff member for the amount of refund they can give Selecting a customer account Revision Date 17 1 2014 Page 14 of 62 e Pressing this button allows you to select an account The transaction will be charged to the selected customer Account 5earch pie Extended search Include inactive ACCNO NAME ADDRESS1 ADDRESS2 Receiving a payment from a customer PAYMENT TYPES When this key is pressed you will be taken to a payment type list screen You can select how the customer is going to pay for their purchase Select From List e AE Select Cancel Or you can press one of the payment ty
10. Eackcade Column EM Show Description column Pricing Show This Location Quantity Column ipu Show Total Stock Column creen Layou S d Show Sellprice 1 Column Stock Search Screen Show Sellprice 2 Column stock Transfers Show Sellprice 3 Column Tender Transactions Show Sellprice 4 Column vauchers Show Sellprice 5 Column WET Show Sellprice 6 Column Show Sellprice 7 Column Show Sellprice 8 Calumn Show Sellprice 4 Column Show Sellprice 10 Column Show Min Stock column Show Max Stock Column sZ a Oe Use Global Search Screen Settings Use this screen to centrally control the stock search screen look and feel Stock Transfers zALL Profile Setting Banking E TA to Stock Transfers into negative Screen Layout Search Stock Search Screen Stock Transfers into negative O Allowed 1 Allowed with warning 2 Not allowed Revision Date 17 1 2014 Page 37 of 62 N C y Tender lt ALL gt Profile Setting iie Auto Fill tender screen For Cash Y General Eftpos Multi Tender kits Laybys Pricing Printing Screen Layout Search Stock Search Screen Stock Transfers Require entry of decimal values M Transactions 4 un IL Auto Fill tender for cash screen Fills in the cash amount when pressing the cash button Allows you to simply press OK to complete the transaction saves you having to type in the cash amount Eftpos Multi Tender allows you to enter a dollar figure into t
11. M 177 Enquiry echt gel SO Selling multiple items If you are selling more than one of an item there are several ways of letting the program know how many you are selling 1 Scan or enter the item multiple times Each time you enter the item another one will be added to the screen In the following example the item has been scanned 3 times Point of Sale version 1 052b beta 01 02 2010 3 40 18 pm Customer 0 CASH SALES 3 AIR PRESSURE GAUGE 2 Type the number of items you are selling and then press the button Revision Date 17 1 2014 Page 10 of 62 oo 3 Press the button then type the number of items This will bring up the multiply box From here you can type in your multiplier and then press ok aay by Y EE ph mn fn ES Ks ks E Cancel Deleting a line You can delete a line by selecting it from the current transaction screen and then pressing the Delete Line button This will remove the line from the transaction Cancelling a transaction Ea OID TRANS You can cancel the whole transaction by pressing the Void Trans button This will ask you for confirmation then cancel the whole transaction Revision Date 17 1 2014 Page 11 of 62 N 9 y Price Override If your login has been given the rights you can change the sell price of an item within the current transaction Press Price Override If you do not have the rights to us
12. Overs Unders And Overs e Sele Cancel PTNO Payment Type Actual Takings d TOS CASH pe i CHEQUE s EFTPOS 2s 3 VISA a 4 MASTERCARD Ek nl 5 AMEX d 6 DINERS ds a OTHER 50 Cents g D DEBIT 20 Cents z EM 10 DISHONOLR pomum DM 11 EFTPOS CASH ads 12 M POVWWERED Total Cash 0 00 Less Opening Cash 0 00 Plus Cash Cuts 0 00 Total Amount 0 00 This lists all payment types and gives you the opportunity to fill in the actual counted money If the counted money does not equal the POS calculated amount the program will enter transactions to make up Revision Date 17 1 2014 Page 25 of 62 E C y the unders and overs amounts These go to a GL code as specified in the stock item you have nominated for unders and overs Revision Date 17 1 2014 Page 26 of 62 Co y How do I handle the Float If you have entered an opening balance then you must count your float and add it to the end of day cash amount If you did not enter an opening balance at the beginning of the day you must not include the float in the end of day money count Example 1 with beginning of day opening cash You start the day with 371 00 in cash as an opening float If you enter this value in as opening cash then you need to also count it at the end of the day If you finish the day with 1 400 00 in the cash draw then you will have to enter 1 400 in the Actual Takings column beside cash The program will ded
13. cher Random Number Length instead of using one number after another it uses a randomized number with the specified length Lo General Setup m m zl Ed E X Save Cancel General Setup General Pole Display Connected E Vouchers Pole Com Port Search Screens Fuge iUt l Fole Display Mumber Lines 2 Discounts Line Length Banking 14 Wet Tax Use On Screen Pole Display A Pole display connected If set then logins stock items will be shown on pole display Revision Date 17 1 2014 Page 40 of 62 x f eC 9 y Pole Com Port which com port is the pole display connected to Number Lines Line Length these are generally 2 and 20 respectively Use On Screen Pole Display For demo purposes Shows the pole display on the screen Revision Date 17 1 2014 Page 41 of 62 WET Tax ALL gt Banking Discounts General kiks Laybys Pricing Printing Screen Layout Search Stack Search Screen Stock Transfers Tender Transactions vouchers eo Wet tax code to override 1 1 Web kax code to override 2 1 IF ignoring WET use this tax cade 1 WET Tax for Australian liquor dealers Local Settings General Setup EF Save Cancel El General Setup General l vouchers Search Screens Fole Display Discounts El Printing 0 c Clarity Printing Local Settings Revision Date 17 1 2014 f Je ash Drawer Type None rinting Receipt Printer CutePOF Wr
14. e Y Stock prices entered GST inclusive Y Crreenlaswvo Stock Prices Entered GST Inclusive if ticked then sell prices in EXO will be assumed to be GST inclusive Price Overrides GST inclusive any prices you enter at the front screen will be assumed to be Inclusive or Exclusive based on this tick Revision Date 17 1 2014 Page 33 of 62 Ba C y Printing ALL Banking Profile Setting Hin Clarity Location netiexesi 1031 Clarit Connection Mame Motopartz3 PRINT SLASH 4 Y ChargeSalesTaA4 Y Print Docket Before Saving M Screen Layout Search Stock Search Screen Clarity Filename this is where your clarity exe is for printing invoices Connection Name this is the database it will be connecting to to print invoices Should be the same as your logged in database Print Slash A stops the box coming up asking whether to print or preview your invoice Charge sales to A4 Sales that are not cash sales to go to A4 instead Print Docket Before Saving In order to speed the checkout process we can print the docket before saving it Revision Date 17 1 2014 Page 34 of 62 N C y Screen Layout lt 4LL gt Banking Discounts Horizontal Button Count Symphony Vertical Button Count Symphony 10 Horizontal Button Count 15 Lavbvs Pricing Vertical Button Count o Printin Login Screen 0 a Sale grid font size 14 Stock Search Sc
15. e this button you will be prompted to type in the password of a person who has this right e g a supervisor Enter Password for Line Discount Please enter the password of someone who has rights to do a Line Discount Password bla a a ala us A a jolla il e To give a line discount Cancel If you press the Line Discount 96 key you will be asked for a percentage discount to give Revision Date 17 1 2014 Page 12 of 62 eo Enter New Discount 96 Discount ie A eligi lets 01 02 2010 4 13 03 pm Customer 0 CASH SALES 1 AIR PRESSURE GAUGE 1 5 Disc from 6 00 Line discounts can be set by user You can have a limit for each staff member for the amount of discount they can give Total Discount 96 and When pressed these buttons set the discount over the whole transaction The percentage discount simply changes the line discount for each line of the transaction The S discount will create a pro rata discount for each line of the transaction to bring the transaction total to the selected amount e g Revision Date 17 1 2014 Page 13 of 62 een Lo Point of Sale version 1 069c e IE Last Synchronised 18 hours 34 minutes ago 19 08 2010 10 51 21 am Auto Sign Off OFF Customer 0 CASH SALES 107 07 Stock code Descr iption Quantity Unit Price Discount Ext Price TRACOOO1 TRANSMISSION COOLER 1 44 07 0 0 44 07 AIRFILO1 OVALCHROME AIR FILT
16. ed Revision Date 17 1 2014 Page 56 of 62 Sales Reporting evr Exobiz POS has a set of sales reports that you can run to Excel or print out on a POS printer To enable the reports create a button Sales Reports Sales Reports POS Reports Select All Reports To Print of e we of of of wf af of e Select None Hourly Report Debtors Primary Group Daily Report Tender Types List Payouts Sales Statistics Description Owernides List Account Sales Payments Sales Person summary Department By Day Revision Date 17 1 2014 Sek Print Selected Reports Dates From Date o6 2010 E To Date 4 06 2010 Presets Report Output yf Reports To Excel Reports To Printer Options IY d Only POS Trans Page 57 of 62 CU C J This gives you a screen which lists all generic sales reports You can print each report one at a time by pressing the button the report label is printed on You can print multiple by pressing the Print Selected Reports button You can select which reports are to be part of this by clicking on the tick boxes to the left of the reports to add or remove them If the box is ticked then the report will be part of the Selected Reports when you print Hourly Report Hourly Report tur Sales Avg 11 00 4 108 11 er O03 12 00 1 s0 00 50 00 13 00 l so 00 so 00 E 238 11 39 63 Total No of Total Total Noof Total Sales Total Sales Avg Payments Paym
17. eight Eftpos Shifts Payment Type Mapping Auto End Of Shift e End Of Shift Time 12 00 00 AM ate Auto end of shift will create a new shift if you do a transaction after the specified time In this case the first transaction of a morning will create a new shift regardless of whether the last shift was closed or not Setup Store BEES AJB x New Edit Delete Save Cancel Overview Screen Layout Printing RandomWeight Eftpos Shifts Payment Type Mapping From No From Desc To Payment Type mo 0 occ Blt Pira e e e i ha a CASH CHEQUE ENTES VISA MASTERCARD AMES DINERS D CREDIT OTHER D DEBIT DISHONGOLUR EFTPOS CASH M POWERED VOLICHER Revision Date 17 1 2014 M POWERED CHEQUE EFTPOS VISA MASTERCARD AMES DINERS D CREDIT OTHER D DEBIT DISHONOLIR EFTPOS CASH M POWERED VOLICHER Page 47 of 62 C J This allows you to set up your stores the same as far as the payment types but when it sends back to head office database it remaps the transactions to different payment types This is useful if you have a bank account per store Revision Date 17 1 2014 Page 48 of 62 N Q9 J Set up the Keyboard The keyboard in EBS POS is completely customizable You can create new menu levels and put keys wherever you like Setup Keyboard Map File Utilities Import Export E x New Edit Delete Save Cancel Menu No MenuName InheritsFrom n 0 2 Menu 2 Sub Menu
18. ents Sales Trans Excl GST GST Value Incl GST Sales Value Hourty Report 11 00 4 108 11 4 108 11 0 00 108 11 27 03 1200 1 50 00 1 50 00 0 00 50 00 50 00 13 00 1 80 00 1 80 00 0 00 80 00 80 00 6 238 11 6 238 11 0 00 238 11 39 69 This report breaks down your sales into hourly report breaks This is useful if you want to know when are you busiest times Debtors Primary Group Customer Group Ut Sales Avg 3 FOREICH 6 38 11 39 63 6 38 11 39 689 This report breaks down your sales by customer type This is your standard debtor group Daily Report Revision Date 17 1 2014 Page 58 of 62 Daily Report tr Sales 25 03 2010 3 2 039 05 ES 03 2010 E 38 11 Lists total daily sales by day Revision Date 17 1 2014 x ez y Page 59 of 62 Y C99 J Tender Types Tender Types oy Sales Avg CASH 6 35 11 39 69 CHEQUE 1 49 32 49 32 EFTPOS 1 5 96 5 96 S 313 39 39 17 Payment Groups Qty Sales Avg DEFAULT S 313 39 39 17 S 313 359 39 17 This report breaks down the payment types It also breaks down payment groups You can subtotal all eftpos style payments by attaching them to the same payment group List Payouts Payout List EXO BOSINE z9 3 l 14 25 0 00 To get milk All payout figures Sales Statistics Revision Date 17 1 2014 Page 60 of 62 sales Statistics of Tickets of Sales of Units sold of Price Changes of N
19. evision Date 17 1 2014 Page 53 of 62 Setup Staff Setup Staff N eve J From the setup staff screen you can set up permissions for each staff member that can log into POS Double click on the staff member you wish to modify Setup Staff E gt 8 B x Meu Edit Delete Refresh Save Cancel Sano jue toon BRIDGET FAIRWEATHER ZEE DAVID CRAMSTON TIM MCINTOSH GREG MANNING MALCOLM BREEN INTERNET SALES SYSDBA EXO BLISINESS ADMIM ACCOUNT DEMO r 41 1171 717171 You can then tick or un tick options for that staff member Revision Date 17 1 2014 Page 54 of 62 y expr y The Login Password is the password used to log into the pos from the front screen Setup Staff e AE Ej E 4 B X New Edit Delete Print Barcode Refresh Save Cancel Overview Staff Mame BRIDGET FAIR WEATHER Login Active m Staff Na 1 Login Password 11234567890 Display Mame BRIDGET Menu lz Menu 2 POS Rights Can Override Prices m Edit Customer Accounts m Mo Sale Allowed m Edit Customer Credit Status vj Refund Allowed I View Customer Accounts I Reverse Transactions Allowed yw View Customer Balances ut Edit Stock Items m Show Stock Costs m Reporting Allowed Reports Can Close Shift m v Haurly Report m Debtors Primary Group Can da Cash Up ut Daily Report Tender Types ji List Payouts W Sales Statistics W Descript
20. gth vnucher Stockcode Vouchers Active Vouchers Active if not set then no voucher features will be available Next Voucher number if you want the POS to create your voucher numbers then this will determine the next number given out Enter own serial number if selected then whenever you sell a voucher you will be prompted to enter a voucher number Voucher stock code The stockcode of your Voucher stock item This item must have zero GST Sales of vouchers will go to the GL code against that stockcode Revision Date 17 1 2014 Page 39 of 62 e ez Change can be given in cash if set then you will be able to give cash up to the amount set in Max Cash in change If not then you must sell another voucher to make up any remaining value on a sale Expires after x Months default expiry date of sold vouchers After the expiry date a voucher will not be recognized Self Print Voucher if set then when you sell a voucher a voucher docket will print with the terms and conditions and expiry date etc printed on it Voucher GL Code Not used at this stage It will be used for auto GL balancing transactions for expired vouchers Reuse Voucher numbers allows you to reuse vouchers if they are expired used Retain Remaining Value If set then instead of giving change on vouchers the remaining value will be retained and another voucher printed showing the remaining value Vouchers use random number Vou
21. he eftpos tender screen Otherwise it assumes the whole amount is paid by eftpos Require entry of decimal places makes you enter the cents in a transaction Transactions ALL gt Profile Setting Banking Discounts Manually Complete Transactions General Refund Requires Signature Retrieve Held Auto Open Screen Layout Search Stock Search Screen Stack Transfers Tender Vouchers Manually complete transactions will not cash off a transaction when the payment matches the invoice You will have to press the CHARGE button to finish the transaction Revision Date 17 1 2014 Page 38 of 62 Da Co y Refund Requires Signature makes the program print 2 invoices if a refund is given One for the customer to sign Retrieve held auto open if you open the retrieve held screen and scan a code it will auto press the take off hold button Vouchers Profile Type C User Profiles Company Profile Motopartz co nz i Company Profiles t Store Profiles lt 4 LL gt Banking Discounts General Printing Screen Layout Search Stock Search Screen Stock Transfers Tender Transactions WET Profile Setting Can reuse voucher numbers Change can be given as cash Enter own serial number Expires after X months Max cash change 0 if infinite Next voucher number Retain remaining value Self print voucher vnucher GL Code vnuchers Use Random Numbers Voucher Payment Type Voucher Random Humber Len
22. iber v Receipt Character Indent n Alternate Printer lt NONE gt r Receipt Character Indent lo ounds Search Screen Sound File CAPOS Sounds MotFournd ta Item OK Sound File Cm Pos sounds Blip Way Use On Screen Printer Receipt Printer Use On Screen Printer Use Second Display r cAPOS SecondDisplayImages amp Image Show Seconds 5 Terminal Image Folder Admin terminal cannot finalise sales Admin Terminal but does nat use a license Sounds an Scanning Items e Page 42 of 62 eo Use this screen to set up primary and secondary printers General Setup E x Save Cancel General Setup General vouchers Search Screens Pole Display Discounts Banking Wek Tax Pricing Kits Laybys Debtors About Printing Clarity Printing Local Settings Hardware Local Cache Use Local Cache Next Invoice Mo Local Invoice Prefix Use Local Accounts Remote Server Remote Server Remote Database Terminal GUID Terminal ID 192 1868 21 57 IMotopartzNz 14D53E865 7B2D 4317 8C48 9C 2608647915 z Use Local Cache use this setting if you are setup to be offline Next Invoice No the next invoice for the offline store will be this Local Invoice Prefix this is added to each invoice number to differentiate them between stores Remote Server the head office server where the master database is Revision Date 17 1 2014 Page 43 of 62
23. ill only work if your customer is not a cash sale customer Revision Date 17 1 2014 Page 19 of 62 een Receipt Options RECEIPT OPTIONS You can reprint a customer receipt This button will list all recent receipts From here you can reprint a receipt or reverse or copy a transaction if you have the access rights Print Receipt e See E Copy x Terminals Print Print A4 Bn Close Date Range Options Payment Types 24 From 19 08 2010 only My Terminal ae CashDrawerl Trans Types To 19 08 2010 Only POS Trans O All Trans CHEQUE E EFTPOS Only Show Refunds Customer Search VTC A PostTime Terminal aceno Name ino Amount Pay Type 13 08 2010 03 31 13 CASH SALES Te 1220 93 00 CASH lt lt Revision Date 17 1 2014 Page 20 of 62 eo Using Laybys or Customer Orders 1 Creating a new Layby To create a new layby simply add new items to the screen as if to sell them Then press the Layby button or customer orders button Create New Layby List Detail Save New Cancel Print Lisci Customer Details Layby Details Accno 1437 Number Items 5 Payment Percentage Required 25 Name laybys Select Customer Dollar Value 67 04 Payment Percentage Achieved 0 00 Address q_ Payment Value 0 00 Min Payment Required 16 75 REA Total Payment Required 67 04 Edit Customer 9 y Expiry Date
24. ion Overrides W List Account Sales Payments Sales Person Summary v Department By Day Can Create Banking Batch Iv See Other Terminal Shifts Im If you have Offline POS then you will have to make changes to this on the server and then synchronise the POS stations in order to see changes You can also change other staff access rights from this screen You can log in using a barcode if you make the login password match the numbers on the barcode Just print a barcode on a piece of paper and laminate it Make the Login Password match the numbers on the barcode and if you scan this barcode whenever it asks for a login number you will login You can print a barcode directly from the setup staff screen by clicking Print Barcode Revision Date 17 1 2014 Page 55 of 62 eo Setting up sounds for not found barcodes 1 Go into general setup Setup penoa 2 Select Hardware General Setup El x Save Cancel General Setup Fo rinking General eres ler Receipt Printer CutePDF Writer Search Screens Use On Screen Printer yw Pole Displa dl Receipt Character Indent n Discounts Alternate Printer Receipt Printer NONE gt Use On Screen Printer p Receipt Character Indent y z Printing mrs ounds Clarity arch Screen Sound File CPOs SoundsiMotFound Was Item QE Sound File CPOs Sounds Blip waw ads on Scanning Items M Make sure the Sounds on Scanning Items box is tick
25. ivated Kits are worked out when the sale is completed The screen will only show the kit but the invoice can show the kit items if required Set up Laybys or Customer Orders Profile Setting Default Layby Customer Deposit Percentage eo Days Expiry an Stock Location O Screen Description Layby Sales Order Status 5 Layby Terms Revision Date 17 1 2014 Page 32 of 62 gt Co y Laybys are a way of creating an order for a customer taking a deposit and supplying it later Layby Deposit Percent This is the minimum deposit the customer can make before you can save the order Layby Stock Location If this is set to anything other than 0 it will move the stock to this location before creating the order This is useful with Laybys as it takes the stock away from your normal inventory Default Layby Customer If you want all Laybys to go to the same customer then put that layby account here If you leave this at 1 then it will ask you for a customer for each layby Layby Screen Description Some people prefer to have the layby described as Customer Orders or similar This changes all screen labels to match Layby Sales Order Status EXO sales orders if they have a status of 5 they are marked as Laybys If you select O then they will be marked as Sales Orders It just effects how the orders interact with the rest of the system Pricing ZALL Banking Discounts Profile Setting Price Overrides GST Inclusiv
26. mes E Theme Different themes have different look of buttons and background You can create your own ones by editing folders images in the Themes folder Fully Touch Screen If ticked then onscreen keyboards are included in most screens Display Menu Names if ticked then the menu name will appear at the top of the main form EN Setup Store tj E x Mew Edil Delete Save Cancel Overview Screen Layout Printing Random Weight Eftpos Shifts Payment Type Mapping Print Receipts Always z Docket Header This is the docket header Number Receipts 2 Number KP Receipts lo Header Bold m Line Height 75 Docket Footer This is the docket Footer Stackcade On Docket E Always Print Held Trans D Print Receipts Options are Always Ask each time or Never Always will print a docket after every transaction Ask will ask each time you do a transaction and Never will not print a receipt at all Number Receipts This is how many receipts will print when you ask for a receipt or after every transaction if that is selected Number KP Receipts number of Receipt Type 2 receipts that are printed per transaction Header Bold Docket header and footer bold Stockcode on Docket if ticked then the stockcode will be printed on the docket Always print held transactions if ticked then Held transactions will be printed Revision Date 17 1 2014 Page 45 of 62 eo Setup Store AE a B x Mew Edit
27. o Sales of Account Sales of Account Payments of Refunds of Refunds of Price Overrides H w HA H H CBE CBE CBE H H Sales statistics for the day Description Overrides Desc Owerrides Qty Sales ATPFILOL1 l 54 59 Goat milk cookies Lists all description overrides Usually used for misc items that do not scan List Account sales Payments Account Sales Qty Sales ALL CAR PAR Eg EI Lists all account sales and payments Only lists transactions that were not cash sales Sales Person Summary Revision Date 17 1 2014 S 00 12 00 12 00 1 00 54 583 1 00 Y eere y Page 61 of 62 Sales Person BRIDGET FAIPUITE EXO BUSINESS A Summarises sales by staff member Department By Day Department Ey Day Qty MISC ITEMS ENGINE DIL 4 LUBE Y eC 9 J Breaks down sales by department stock group The Excel version also breaks them down by day of the week Revision Date 17 1 2014 Page 62 of 62
28. on the payment screen Otherwise it assumes you are paying the full amount by Eftpos Require password to close if not full screen and you click on the x to close the POS screen it will ask you for a password before allowing you to close Stock Search Front Screen allows you to to a simple stock search on the front screen if you are not logged in Training Database this makes the transaction area show red and prints Training on receipts so you don t accidentally think the training database is a live database Back office software POS can connect to MYOB EXO or MYOB Premier Shifts per terminal If you have more than one terminal in a store you may wish to break down your shifts per terminal so that you can cash up each terminal at the end of each day Revision Date 17 1 2014 Page 31 of 62 N C y Show Stock code on display By default the transaction entry screen only shows the description You may wish for it to show the stock code as well Show Stock code alerts if ticked the EXO popup alert will show for each sold stock item Sale Grid Font Size this defaults to size 14 font but you can make it smaller or larger depending on the length of your stock descriptions Seconds to auto log out if no keys are pressed an you are not in a transaction your session will log out after x seconds if not zero Kits Profile Setting Actiwate Kits Activate Kits If ticked then Kits will be act
29. p Y Kits Unders and overs stockcode UNDERSOWERS Laybys Pricing Printing Screen Layout Search Stock Search Screen Stock Transfers Tender Transactions vouchers WET Unders and Overs Stockcode the stockcode that unders and overs will be posted to Allows you to set up a GL code for unders and overs linked to that stock code Auto fill unders and overs when you open the unders and overs screen it will fill in all the values based on the system values except for cash Blind Cash Up hides the variance amounts from the cash up screen so you cannot fudge the figures Revision Date 17 1 2014 Page 29 of 62 sve Revision Date 17 1 2014 Page 30 of 62 Ba C y General Setup ALL Banking Discounts Profile Setting Shifts Per Terminal Y Auto Update Stores Location Kits Lavbvs Pricing Printing Screen Layout Search Stock Search Screen Stack Transfers Tender Transactions vouchers WET Seconds to log aut 0 never Back Office Software Delete button on Held screen Require password to close POS Show Stockcode Alerts Stock search Front screen Training Database End of trans notify 2 9 Warn on negative stock End of transaction notify if ticked the transaction item area will show the following text after each transaction is completed For a New Sale Eftpos Multi Tender if paying by eftpos this allows you to override the payment value
30. pe keys Revision Date 17 1 2014 Page 15 of 62 eo An individual payment key can be programmed to match a specific payment type These payment keys are an example Enter Payment Amount Enter Payment Amount When you select a payment type you will be shown a payment entry screen If the customer hands you exact change you can press the OK button If they hand you a not you can press the image that represents the note you have been handed You can also enter the payment amount by typing it in on the screen If there is change to be given the screen will show you how much to give Then the transaction will remain on the screen greyed out until you log in again or start the new transaction Customer 0 CASH SALES CHANGE Revision Date 17 1 2014 Page 16 of 62 eo Paying off an account If a customer wants to pay an amount off their account you can do this by pressing the Pay Account button You can only do this if you have an account that is not the cash sale account selected You also cannot be in the middle of a sale Enter Account Payment Amount Account Payment Cancel An account payment line will show in the transaction window Account Payment 50 00 You can then receive payment as you would a normal transaction The system will also calculate change There is no facility for allocating payments at the point of sale The individual payments will be shown on the end of day sales
31. reen Screen Layout 1 stock Transfers Show Stockcode on display Y Tender Transactions Show Description on display Y vouchers Show Discount an display Y vul Show Ext Price on display Y Show Grid Headers Y Show Quantity on display Y Show Second Row on display M Show Stockcode on display left M Show Unitprice on display Y Start Screen Maximised Pu Transaction Grid Height 337 This allows you to set whether the transaction screen goes across the top or down the side You can also select which columns show and whether your login screen asks for username and password or just the password Search Screens zALL Banking Discounts Profile Setting Customer Search Auto Load Extra barcode search M Search screen auto search M Stock Search Screen Stock Transfers Customer Search Auto Load If selected when you open the debtor account screen the customers show without having to press search Leave off if you have a lot of customers Extra Barcode Search uses an extra table to search for additional barcodes Allows you to have more than 3 barcodes for each stock item Revision Date 17 1 2014 Page 35 of 62 C y Search Screen Auto Search reruns the search every time you press a key Narrows down the search as you type but slow with large amounts of stock Revision Date 17 1 2014 Page 36 of 62 ez J Stock Search Screen lt ALL gt Profile Setting Banking firn Default Search Method General Show S
32. reports The person in the back office can then decide how to allocate the payments Revision Date 17 1 2014 Page 17 of 62 N C y Menu Shift Brakes You may have buttons on your keyboard which shift you to a new menu They will change the whole button layout to show items that match This shifts you to a new sub menu The menu number is specified by the Program field A menu is a screen layout E g the default sub menu 1 looks like this Revision Date 17 1 2014 BRAKE EPLACEMEN PAD SET FRONT AND REAR REAR DISK BRAKE BRAKE PAD DISC BRAKE FRONT LFT SET UBRICATIO amp RGT EPLACEMEN Page 18 of 62 N 9 y Hold Transaction This allows you to store a transaction temporarily IF you press the button a new screen will pop up asking you for a reference It then saves the transaction and brings you back to a new transaction screen Retrieve Held i Retrieve Held ar This shows you all currently held transactions and allows you to retrieve the transaction This will then remove the item from the held list and put it back into your current transaction screen View Stock Item VIEW 5TOCK ITEM This will give you a view of the stock item You can see from here the sell price details and the stock levels across all locations Charge To Account CHARGE ACCOUNT This button allows you to invoice an account customer without receiving payment at the time This w
33. tk EXETSIEU OVALCHROME AIR FILTER 85 63 00 AIRFILO PK OVALCHROME AIR FILTER 2 2 140 00 5 20 AIRFILOB PRO STLYE AIR FILTER 128 128 30 00 5 20 AIRPREO AIR PRESSURE GAUGE z 5 00 5 30 E LT a LT A r k T AC Ma Once the search box appears you can change the search using the on screen keyboard and press Select to enter your selection into the current transaction screen 5 Do a product search You can search for a product by pressing the Stock Search button The stock search screen will appear You can then use the onscreen keyboard to enter a partial search Click the Search button to list all searched items Press Select to enter your selection into the current transaction screen Stock Search Search Method Al Search 0 Exact Phrase Select Cancel Q All Words At Least One STOCKCODE DESCRIPTION Total Stk BAIRFILO1 OVALCHROME AIR FILTER 85 85 63 00 JAIRFILO PPR OMVALCHROME AIR FILTER zs a 140 00 5 20 AIRFILOB PRO STLYE AIR FILTER 28 128 30 00 z 20 AIRPREO1 AIR PRESSURE GAUGE E z 5 00 5 30 LI LI ml rh Ac A Stock Level Enquiry If you want to find out he stock levels in this or other locations you can press the Stock Level Enquiry button Revision Date 17 1 2014 Page 9 of 62 eon Stock Level Enquiry Stock Code TRACOOO1 Description TRANSMISSION COOLER 1 Auckland 0 15 2 Wellington 3 Christchurch 4 Sydney 5 WIP 6 TRANSIT T Fh
34. uct the initial 371 00 before calculating the end of day total Example 2 without beginning of day opening cash You start the day with 371 00 in cash as an opening float If you do not enter this value in as opening cash then you need to remove this before counting the end of day takings If you finish the day with 1 400 00 in the cash draw then you will have to manually deduct the opening cash of 371 and enter 1029 in the Actual Takings column beside cash Revision Date 17 1 2014 Page 27 of 62 N 9 y Preview Banking and Print Banking show on the screen and on the docket printer respectively the cash totals for the day so that you can take them to the bank in the case of cash and cheques Cash Up Report Batch Group 0 DEFAULT CASH 250 00 VISA 310 20 TOTAL 360 20 Post Banking Create Banking Batches This will create banking batches for this shift and mark it as cashed up Are you sure This creates banking batches in EXO based on the payment groups Revision Date 17 1 2014 Page 28 of 62 eo System Setup profiles Profle Type 00000 t User Profiles Company Profiles t Store Profiles Banking Setup Profiles x S Save Cancel Refresh Profile Type User Profiles i Company Profiles Store Profiles Company Profile Motopartz co nz lt ALL Profile Setting yankin a Auto Fill Unders and Overs M General Blind Cash Li
35. warned that you are about to lose the current transaction if you log out Making a sale There are several ways of selling items with EBS POS 1 Scan a barcode If you pass a barcode in front of you scanner the barcode will be entered into the data entry box 0 00 9333304000676 Motopartz com au The item you have just scanned will appear in the current transaction screen Revision Date 17 1 2014 Page 7 of 62 Co y Customer 0 CASH SALES 2 Type in the barcode If you barcode is not readable you can type in the barcode If it is not found a search screen will appear to enable you to find your item 3 Press a Stock code Key L I I I AIR AUDIO BRAKE PRESSURE EQUIPMENT PADS SET GAUGE 24 MTH REAR You may have keys on your screen which relate to products If you press one of these keys the item will appear in the current transaction screen 4 Type in a full or partial stock code or description Vi VU AIR PRESS Type in a stock code or description into the search box using an external keyboard If you have typed in the stock code exactly the item will appear in the current transaction screen If you have typed in a partial search or the system cannot find the item a search screen will appear Revision Date 17 1 2014 Page 8 of 62 eo Stock Search siepe Method Al Search LE Exact Phrase Select Cancel All wards O At Least One DESCRIPTION Total S
36. z POS has promotional pricing in addition to EXO price policies Create and Edit Mix N Match key Edit Mix N Match The Mix and Match screen lists your mix and match headers Mix and Match e Sele z m le x a Add Edit Delete Save Cancel Refresh Close e Show Only Active Search Edit SEGND g 2 MXZ iv A 1 TEST 1 Ive To qualify for a promotional price the sale needs to sell at least x number of products from the listed stock items For this example you need to sell 2 Ovalchrome Air Filters Mix and Match le EEx X Cancel amp al Refresh Close Fh Ei Add Edt Delete Save e Show Only Active Search Edit Description Quantity e Active Mix and Match Type Discount 95 10 Set Price 40 00 Sell Stock Item JAIRSUSO ee SUSPENSION o oo L1 El X E ce Add Edit Delete Save Cancel Refresh List Edit sequo stock code g 3 AIRFILO1 OWALCHROME AIR FILTER If the sale qualifies for the promotional price it gets the selected of the 3 options Revision Date 17 1 2014 Page 52 of 62 y o C9 y 1 Discount all items in the mix and match get the specified discount 2 Sell Price All items are sold for the specified price 3 Sell Stock Item a specified stock item is sold at the specified price You could use this to give away an item or even sell a discount stock item at a negative price R
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