User Manual - LotHill Solutions
Contents
1. entering only their username This can be used for ID cards or badges where only an ID is provided on the card User Manual CashFootprint Retail Point of Sale Professional Edition Page 14 Checked New Employee Permissions will be used when creating a new employee After initial creation of an employee these options will not be taken into consideration when determining the permission level of the employee Enable Open Save transactions this module if enabled will display and Open and Save button on the Point of Sale toolbar and will allow employees to save a transaction and recall it later for processing ex work orders or customer forgot their wallet in the car Use the default source and status to set the initial state of a transaction These values are configurable and can be used to help you determine where your sales are coming from walk in online phone etc and if the transaction is in the process of being packed for shipping shipped complete etc Enable Loyalty program The loyalty module consists of a few parts Loyalty Rules Customer Points and Loyalty Redemption options Rules determine how many points are earned per monetary amount spent on specific items Customers accrue points to be redeemed for a discount amount toward a subsequent purchase Redemption options are discounts percentage or fixed amount for a given quantity of points Terminal The options on this tab will be used for th2. EBT Food Stamps Y Enable Open Save of transactions Work orders Y Y Checks 4 Trade Ins Default transaction source Walk In 7 Gift Cards V Store Credit Default transaction status Complete Default 2 Always allow Cash refund Security System Idle Timeout minutes 15 y Quantity Decimal Places represents the Lock terminal ater each transaction Y Enable Loyalty program A Login does not require a password number of digits to the right of the decimal ex badges and ID cards point for all quantity values throughout the application Default 0 Require confirmation when items as sold below cost and Show stock alerts when sold control what alerts are displayed at the point of sale screen during a transaction The Accepted Payment Types will determine which payment buttons are displayed for use at the point of sale and refund screens If a type is not checked then the button will not be displayed Always allow Cash refund will enable employees to always give cash back regardless of the initial payment type System idle is a security setting that will cause the login screen to appear if the system has been idle to a specific period of time Note Idle means no mouse or keyboard activity If the user is using another program the system is not idle If the Login does not require a password option is checked then employees can access the application by
3. EN connected to on this tab Database CashFootprint Y Share On Network There are many reasons to install software on another computer you got a new computer the old one is in repair etc CashFootprint monitors how many terminals are accessing a E the database If you attempt to exceed that on JAMESWTPC amount the terminal trying to connect will be blocked If you need to remove a terminal for any reason select the terminal to remove and click Remove Selected The new terminal will EZ now be able to access the database Teminals 1 of 10 used Receipt Hardware Before configuring these options please have Otons Cashfootprint Pointo sae 111 your printer driver installed and hardware plugged in and turned on Receipt Layout Printer Drawer Pole Display Barcode Scanner Receipt Information Header static welcome message company hours etc Receipt Layout The receipt header and foot information can be adjusted The header will appear just below the business information and the footer will appear at the bottom of the receipt Footer static store notes refund policy etc User Manual CashFootprint Retail Point of Sale Professional Edition Page 16 Printer Drawer There are a couple drivers to choose from Windows Driver or OPOS Driver If Windows Driver is selected then you will need to select a Windows Printer to use as
4. StoreCreditBalance LoyaltyEamedPoint LoyaltyDiscount StoreCreditBalance LoyaltyEamedPoint LoyaltyDis Page 6 Employees menu Manage gt Employees Employees are managed through the screen show to the right The first and last name fields are combined and displayed in the lower left corner of the POS screen The employee s username will appear on the customer s receipt providing accountability should the need arise To manage the employee list use the toolbar located at the top of the form The features of concern on this screen are on the Security and Permissions tabs The employee s Username and Password are located on the Security tab and controls the employee s access to login to the application and approve POS overrides _2 Employees CashFootprint Point of Sale e F Refresh Add Edit Save Employees Cancel Delete Name Phone 123 123 1234 General Security Permission s First Name Phone 123 123 1234 Manager Last Name There are various employee permissions These permissions are outlined below The defaults for new employees can be set under the application s Options Permissions abbreviated list e General Deny or grant access to specific features and tasks o Allow user to login o Allow user to use Point of Sale screen o Allow user to void transactions o Allow user to change pricing during a transaction o Allow user to ru
5. east haces an Aa asin tvs Sc oes tc ate hes Gace ta ac ae ema eee aneaeaaas 16 PP O 18 SA DA ao ocio Sc co ies 18 Back p Database ollas 18 Restore Database cne iAaDie 18 A O N 18 PUSS IronsactHOn By Data 18 Pointl laa 19 Transaccional e e eto tes e e a o AS 19 Elle PEACE Po Pero o EE E E PEO N 19 Maa 20 RPP Salesuheda E E aeons Uueeantd Sanluamhel aceon amic ta Tadaanneds 21 How To process a basic cash sale Or refund ccccceseccccesscceceesececeeseccceeesecceeusecessuaecessueceeesuecesseneces 21 BUS COM A AEE A O A E E A toners 22 End Of SNe E E 23 Cash Drawer Adjustments Add Remove Cash Check occccccnncccccnncccnnnnncccnonaccnnnnnaccnonanocanonanonnnnns 23 Close Reconciliation Cash DraWe ii 23 Endo Dc y tasers oh ies 8 aeedebeuenseiuenacet a a AA 23 SESSION COS Cees teeta dd ie 23 A 0 hr O a os erp cea ieee otis ac vy mean O 24 User Manual CashFootprint Retail Point of Sale Professional Edition Page 2 A Few General Things To Know When using this manual and CashFootprint please keep in mind the following things e Menu references will be displayed as follows menu File gt Exit This example refers to the menu item in the below image Manage Reports Tools Help Cash Drawer Adjustment Close Terminal Reconcile Cash Drawer X Qut Close Store Out Run CashFootprint Point of Sale when Windows starts 2 Lock t N Log Out Exit e Most screens will have a toolbar located at the to
6. end of the day it was supplied Software Registration In an effort to ensure you are happy with your new software we do not send the activation code with the product Once activated the software cannot be returned Click the Evaluate button on the registration screen to access the software until activated To activate register your new software please visit our website www lothill com click on Support at the top of the page and then click Activate my software now Enter your store information exactly as you want it to appear on your customer receipts Quick Start Configurations At the very least the following should be reviewed before processing and transactions Click the links below to be pulled directly to the topic e Options e Customers e Employees e Sales Tax e Inventory User Manual CashFootprint Retail Point of Sale Professional Edition H Software Registration CashFootprint Point of Sale 35 DFDOIOR OL Software Edition Standard X l Click here to evaluate Business Name My Company Name will appear at top of receipts 40 characters recommended Address Line 1 1234 My Street Address Line 2 City State Province Phone 1 _ __ ___ Email Number of Terminals is Registration Code Page 4 Configuration Customers menu Manage gt Customers Customers are managed through the screen show to the right To manage the customer list u
7. 5 8 Walk In Complete PM 2 21 2013 2 05 57 a Complete PM Customer User NA manager manager User Manual CashFootprint Retail Point of Sale Professional Edition se EN Page 22 End of Shift Cash Drawer Adjustments Add Remove Cash Check menu File gt Cash Drawer Adjustments Everyone has run out of Ones at one time or another This adjustment screen will allow you to add or remove cash cash drop and cash checks Select the adjustment type enter the amount and click OK If you have a receipt printer hooked up a receipt will print detailing the adjustment Close Reconciliation Cash Drawer menu File gt Close Terminal Reconciliation Cash Drowes Peor Cash Drawer X Out Drawer Detais Transaction Counts Opened 1 30 2013 1 24 11 AM Sales 3 Refunds 0 Credits 0 Voids 5 Opened By manager Cash Drawer Adjustments Cash drawer reconciliation is a daunting task Cash Added Cash 100s Removed Cash especially after a long day Lo 0 0 Cashed Checks 0 No Sales 0 Payment Totals Cash CashFootprint will allow you to simply count the number of coins and bills received and input them into an easy to read screen Checks can be entered individually to allow automatic calculation of all checks received Credit card funds received automatically Total Cash In Drawer populated and can be compared against the SN report generated using the merchant s batch re
8. CashFootprint Retail Point of Sale Professional Edition User Manual Copyright 2011 2013 LotHill Solutions LLC All rights reserved LotHill Solutions LLC Toll 855 LOTHILL 568 4455 8616 Kell Ave S Direct 651 691 4534 Minneapolis MN 55437 Email product support lothill com Web lothill com Table of Contents A Few General Things TO KNOW dd 3 QUISE 4 EONA y e OPEN Po on E O A ee ele are emcee 4 Noe a nn A E dose oaeeteteuseadoneesans 4 QUICK STALE Conta ura tons said 4 CONMEULALION edi 5 CUSTOMS corcel roca nl cierras 5 COMA Us NO Sancta a a 5 IMPO CUSLOMICKS mesiana e E AN E E E O A TETS 6 EMPLOI o lo Sed a A 7 Permissions abbreviated listan a iias 7 o esos sa oire actos see gaia nee hae cispisin a esto cis oea oe nar as Sues estonia E pantera ae E NN 8 kemi NO 8 Attributes Department Category ett isis 8 Extended and Promotional Price alli 9 OA CRANE iS a 9 Elo a ACI IG ERE AA APP sale ca scans a paaioea ase ee eat eseetea ta aaa dunuaweseieheeeitee 9 RECEIVE INVENTOR anat oa atrio caii s 10 MPportihvento Ca a aa E 10 SASS MAN E A E A N E E A tac ccc E E E E A tara cine sVee EN 11 Os A a a N 11 CV load 12 Point Assignment RUE od 12 A A 13 OPUS nr ala 14 A A A A 14 BUS o o e a O 14 A RO 15 Markee neneda A a r a E a AAN 15 Merchant ACCOUNT meisi T E ia 16 User Manual CashFootprint Retail Point of Sale Professional Edition Page 1 Data SOU Cesta dd pocas 16 EGC HOG lL CW AN asset
9. This error means that a transaction with the same card number and amount were previously processed within the same day or merchant batch cycle To assign a customer to a Sale or Refund transaction enter the customer s number in the customer search box as seen to the right Hit enter to initiate the search If the customer is found the customer icon will display a green background If the customer is invalid you will be prompted to add them If you decline to add the customer the icon s background will turn red and you will not be able to exit the search box until you either enter a valid customer number or clear the contents of the box Use the search button to the right of the entry field to display the Customer Search screen The selected customer number from the search screen will be returned and displayed in the customer search box To add an item to a Sale or Refund transaction scan or enter the tem M a number SKU in the inventory search box as seen to the right If the item is found in your inventory it will be added to the transaction If the item does not exist you will be prompted to add it If you decline to add the item the background of the inventory icon will turn red and will remain so until you enter a valid item number or clear the contents of the box Use the search button F1 to the right of the entry field to display the Inventory Search screen The selected item number from the search screen will be returned and disp
10. abled Check the First row contains field names option if your data s first row is a column header and not actual data Once the options have been set click the Refresh Preview button to see the result of your configuration in the preview window If everything looks accurate you are ready for the mapping step click Next On the Destination Column Mapping screen match up the Item Properties with the source column containing the corresponding data Once you have matched all desired columns click Finish If there are any invalid data matches existing items missing information you will be notified and given an opportunity to address the issues Import Wizard Source File amp Fo Lele File to Import File C temp Cash Footprint_Customerlmport Template ds Excel file selected First row contains field names Refresh Preview Data Preview CustomerNumber CustomerName CompanyName LotHill Solutions gt 1231231234 John Doe Column Mapping required Inventory Property Expected Format Customer Full Name Text Customer Number Text Company Name Text Store Credit Balance Number Loyalty Points Eamed Loyalty Discount Number Address Line 1 Text Address Line 2 Text City Text State Text Sourece Data Preview CustomerNumber CustomerName gt 1231231234 John Doe CompanyName LotHill Solutions User Manual CashFootprint Retail Point of Sale Professional Edition
11. artment amp Category e Detail Group by Department amp Category e Detail List by SKU Item e Zero On Hand Report List by SKU Item Inventory Reorder Report e Group by Department amp Category e List by SKU Item Inventory Receiving Report Reprint e Group by Vendor e List by SKU Item Gift Card Report e Account Information Specific Card e Accounts List by Card Payment Reports e Summary List by Payment Type e Detail List by Transaction e Detail List by Payment Type Sales Reports e Summary Group by Department amp Category e Summary List by Transaction e Detail Group by Department amp Category e Detail Group by Transaction e Sales Tax Breakdown e Profit Breakdown Void Reports e Summary List by Transaction e Detail Group by Transaction Session History e This menu item will display a form for you to choose a session to reprint the closing reports for User Manual CashFootprint Retail Point of Sale Professional Edition Page 24
12. ashFootprint Point Sole OOOO General Business Terminal Marketing Merchant Account Data Source Receipt Hardware Reporting General Terminal Name 01 Business Name My Company Name The General tab has all of the business WT contact information fields as well as the Address 1 1234 My Street friendly name of the current Terminal dai City State Province The Business Name Address 1 Address 2 Postal Code fields cannot be modified These are used to validate the registration code and cannot be a altered Email Business The options on this tab will be used for all Options CeshFootprint Point of Sc terminals General Business Terminal Marketing Merchant Account Data Source Receint Hardware Reporting The selected Sales Tax group will be used as pa e 3 the active tax for items that specify Default Price Decimal Places 2 Ud 7 i Allow user to open cash drawer without a transaction Tax as their tax option Quantity Decimal Places oy Allow user to run reports F Require confirmation when items are sold Allow user to sell items below cost below cost Allow user to send Tweets wr dock alate when sold 4 Allow user to use Point of Sale screen Price Decimal Places represents the number of digits to the right of the decimal point for all currency values throughout the application Accepted Payment Types Additional Modules Y Credit Cards Y
13. ature will purge all transaction data between a range of dates Purging is commonly used to reset the database after initial testing or after a yearly backup has been made and the size of the database needs to be reduced This process is permanent and cannot be undone without restoring a backup User Manual CashFootprint Retail Point of Sale Professional Edition Page 18 Point of Sale Transactions General There are three types of transactions available Sale Refund Void Change Price Refunds and Voids can only be processed for existing sales that have not already been fully refunded or voided There are 4 payment methods available for a Sale or Refund however in order to use credit Store Credit a customer must be assigned to the transaction Each payment method will display the on screen number pad You will enter the amount of the payment and click OK The number pad on your keyboard can also be used to enter the amount Upon completion of the transaction and assignment of the payment types click Process transaction If Credit is among the assigned payment types then you will be prompted to swipe or enter the credit card information If you choose to manually key in the credit card information you will need to check the Manual Card Entry option in the lower left corner of the card processing screen If you receive a Duplicate transaction error you will need to check the Force Duplicates option
14. ceipt or website report Checks Credit Cards Store Credit so SA oc A Aj Al Total Sales Credits Refunds Voids and Drawer adjustments will be displayed as well as who opened the drawer Once your entry has completed click the OK button to send the reconciliation report to the receipt printer End of Day Session Close menu File gt Close Store Z Out Close will check the database for any open terminals If there are open terminals they must be closed our prior to attempting to close the session again Once all terminals have had their drawers reconciled and they have been closed the session close will log the session end time to the database and print the Sales and Void reports for the current session If for any reason you need to reprint the session s reports you may do so by using menu Reports gt Session History User Manual CashFootprint Retail Point of Sale Professional Edition Page 23 Reports There are numerous reports and they are all found within the Reports menu The reports are broken down by type summary or detail and list or group The names of the reporting menu items are very descriptive to assist in finding the report you re looking for Customer Reports e List by Name e List by Outstanding Store Credit e Sales History by Customer Employee Reports e List by Name e List by Username e List by Login Inventory Reports e Summary Group by Dep
15. cialty used to indicate the minimum number of items allowed to be eee on hand before the item is flagged for reordering The Max In ai Stock field is max number of items desired to be on hand after reordering and is used when calculating the number items to order ex 15 items on hand 15 is the Reorder point 25 is the Max In Stock Since the On Hand value is at or less than the Reorder point the item will appear on the Reorder Report the next time it is run For this example the number to order shown on the Reorder Report will be 10 25 15 Case Number SKU tems Per Case 0 00 Case Number SKU and Items per Case are used by Inventory Receiving to properly calculate the amount of individual items received Global Price Adjustment menu Manage gt Inventory gt Global Price Adjustment Price adjustments are often a headache and Price Adjustment CashFootprint has taken that into consideration by Markup Discourt Margin em Abts offering a feature called Global Price Adjustment a airbus odie S This feature allows you to quickly identify a mua M Categoy Or hy Shirt population of items by Attribute and adjust the retail Adjustment Direction wo Illi Consignor price by markup or margin Markup adjustments can PN a EN Janes Jones be made as a fixed amount or as a percentage a pi Dopatnert arkup Percent Margin adjustments are simply made as a percentage A seai this percentage is the amount o
16. e Options CashFootprint Point of Sale current terminal only General Business Terminal Marketing Merchant Account Data Source Receipt Hardware Reporting Visual Starting Drawer Amount Toolbar Layout mage And Text y Starting Amount 0 00 The Toolbar Layout selection determines if all POS Background Image a eS toolbars within the application are just image wil be centered o images or have the image and text as shown below HAECCSD Startup Y Show splash screen POS Background Image and Fade Color will 7 Check for updates allow you to tailor CashFootprint to match your business colors and logos The starting drawer amount is used to determine the gain loss from all transaction processed on the terminal This field is used to set a default amount Check the Prompt to verify Starting Amount as POS option to be asked to confirm the default amount If this option is not checked the default amount will be used Marketing Twitter Hookup your twitter account and Options CashFootprint Point of Sale a Tweet sales and events to your customers Integration is very simple Click the Get a Access Codes button and login to your Twitter Access Secret account to approve CashFootprint to Tweet Get Access Codos For added exposure link your Twitter account to your business Facebook page Twitter User Manual CashFootprint Retail Point of Sale Professional Edition Page 15 Mercha
17. eft as Default Tax then the tax assigned under the applications Options will be used e Average Item Cost This field can be populated manually upon initial load however when the item is Received it will be automatically updated to reflect the actual average cost e tems on Hand This field can be populated manually upon initial load Items Received will add to the current value If the Auto update after transaction option is checked the On Hand value will be automatically adjusted to reflect the number of items used in a transaction Sales Refund etc Reasons not to use this option may include Shipping Coupons Services Offered etc Attributes Department Category etc Item Attributes take the industry standard it Item Attributes CashFootprint Point of Sale Department and Category in a new direction Item AS FLA Attributes can be used to link items together in a wide Attribute List Attribute Details i ory Group variety of ways tire size shirt color music genre A a manufacturer snowboard length coffee style etc a Consignor os i A Jane Doe There is a limit however CashFootprint allows only Lb Department A General a 9 2 cs sate a alas 10 attribute groups total at this time Department and Category are hardcoded item attributes but the rest are up to your imagination We have provided Consignor as an example Only one attribute can be selected per group therefore o
18. example to the right shows that for every one AAA dollar spent one point is earned Amount Spent Points Eamed Begin Date End Date Stop After Active Order ECO ICONO IESO IESO IT SI s cama 1 Begin Date 3 6 2013 3 6 2013 Stop processing rules after this rule is applied Rule is active Points are only awarded for items that are either specifically targeted or have been assigned a targeted Attribute Click Manage Targets to adjust which items or attributes will earn points The screen to the right is an example where all items in the General department will earn points In this example no other items in the system will earn points if they are not part of this department Select Attribute General Target is active Department User Manual CashFootprint Retail Point of Sale Professional Edition Page 12 Redemption menu Manage gt Loyalty gt Redemption Loyalty points can be redeemed as either a percent off or a fixed amount The screen to awn AS X the right shows how 100 points will award the Redemption Options customer a 10 discount Amount Points Required Begin Date End Date Type i M _ Use Date Range Begin Date l 3 6 2013 End Date 3 6 2013 J Redemption option is active User Manual CashFootprint Retail Point of Sale Professional Edition Page 13 Options menu Tools gt Options Options C
19. f the sales price that is profit The retail price is adjusted over cost to allow for that percentage to net you the desired profit Any Selected 0 Al Selected Everything OK Cancel User Manual CashFootprint Retail Point of Sale Professional Edition Page 9 Receive Inventory menu Manage gt Inventory gt Receive Inventory To receive items enter or scan an item The Description Cost and Vendor will auto fill where applicable If the item entered does not exist you will be prompted to add it Enter the quantity of items received and hit enter or click the Add toolbar button There is no import feature for receiving at this time If you need to save the list for future additions or are receiving a large amount of items you may do so by clicking menu File gt Save Current Receiving To open a previously saved receiving click Receiving File Y Edit ip Add ltem to Add Enter Scan ltem Number SKU Qty to Receive 0 CashFootprint Point of Sale eo Xo Wo lt lt Save Cancel Delete Quantity Price Chea Cost 0 00 Case Number SKU Vendor None v az Items Per Case ltem 1234 items to Receive Description Sample ltem menu File gt Open Receiving and select the desired receiving Once items are received their Average Item Cost and On Hand quantities will be adjusted Import Inventory menu Manage gt In
20. layed in the inventory search box User Manual CashFootprint Retail Point of Sale Professional Edition Page 19 If the currently logged in user does not have proper permissions to perform certain tasks they may be prompted for a manager override see at right If this happens the manager or emplyee with proper permissions will need to enter their login credentials to approve the task be performed Sale When processing a sale the Store Credit payment method is only active if the assigned customer has available credit Toolbar Buttons e Keyboard Displays the on screen keyboard for the box with focus e Open Open a saved transaction e Save Save a transaction for later e History Displays the Transaction History screen See History e Sale F5 Sell items ago ente Manager Override Required Your user account does not have adequate permissions to perform this action Usemame 3 CashFootprint Point of Sale File Manage Reports Tools Help Test w a lla Q ttem Description 1234 Sample Item 1 499 real WL LashfoobpRio Qty Price Edt Price Tax Sub Total 4 99 i H a XX mM 4 3 2 Of sels E A Credit Delete Quantity Price Discount Details Notes Void ApplyTax Tracking Walk In transaction 59 Mark As Complete Sales Tax Total E Cash Credit is Other Balance User Manual CashFoot
21. n Mapping required up the Item Properties with the source column y Tr r aeea n SKU item Number Ted containing the corresponding data Once you have tem Group Code Tet Description Ted matched all desired columns click Finish If there are dl Goto y Auto Update Qty On Hand Yes No any invalid data matches existing items missing ae Naber ef Max Quantity In Stock Number information you will be notified and given an Show On Reorder Repot Yes No a Case Number SKU Text opportunity to address the issues re Naber Sourece Data Preview Category Pat Description Any Sales Taxes or Attributes that do not exist will be gt ION C16A 1B EVO Cash Drawer 16x16 Black Face POS X created to accommodate the import request It is A PS es Cash Drawers EVO CD18B EVO Cash Drawer 1818 Black Face POS X recommended that you create the taxes and eS EE ee eee Barcode Scanners PXI EVO SG1 ALU EVO Laser Barcode Scanner m attributes prior to importing data This procedure could expose existing entries that could be leveraged instead of letting the system create new ones Sales Tax menu Manage gt Sales Tax nj Sales Tax CashFootprint Point of Sale e P Refresh Add Edit Save Cancel Delete Taxes are managed through the screen show to the Sales Tax List Sales Tax Details right Use the toolbar buttons at the top of the form Tax Group to manage the selected tax Yuka N
22. n reports e Manage Deny or grant access to management features controls modification of core data o Allow user to manage Employees Allow user to manage Inventory o Allow user to manage Options o Allow user to manage Sales Tax o Allow user to manage Vendors User Manual CashFootprint Retail Point of Sale Professional Edition Page 7 Inventory menu Manage gt Inventory gt Inventory Inventory items are managed through MM inventory CeshFootprint Point of Sale os i Q Q the screen show to the right Use the NO AN E SES toolbar buttons at the top of the form tem Selection Selected tem Properties oo General Attributes Extended Pricing Ordering Specialty to manage the selected item o ima AS Description contains 1234 Description Item Filter Sample Kem E Page 1 of1 50 v ltem Type The Item Filter IS used to quickly ii Description aeie Linked Items search for items The search can be Deft Ta Standard Sales Price conducted by Item Number SKU or va a Description Upon entering the PP Require confirmation when search criteria you can simply hit the tems On Hand T 26 Ask for quantity when sold enter key or click the Add Filter os toolbar button The search result will be shown in the Item list below the filter Special fields e Sales Tax This field is used to assign the Sales Tax group used to determine the amount of tax to charge for a given item If this field is l
23. ne item can have up to 10 attributes assigned at a time Inventory search allows use of any item attributes available Reporting is tied to the Department and Category attributes at this time but custom reporting is coming and will take advantage of all available attributes User Manual CashFootprint Retail Point of Sale Professional Edition Page 8 Extended and Promotional Pricing Selected ltem Properties Extended pricing allows your business to define i General Attributes Extended Pricing Ordering Specialty quantity discounts and promotional periods for pm additional discounts Price Level Quantity Trigger Price Begin Date End Date Level 2 2 00 8 99 Level 3 4 00 7 99 2 21 2013 2 28 2013 5 a 7 Level 4 0 00 0 00 Quantity Trigger is the quantity of items the must be PeT 0 00 0 00 sold before the discount price is used In order for the discount to count all quantities must be on the same line item on the POS screen Edit Selected Price Level Quantity Trigger Price o 4 00 7 99 lesa Promotional Data Range The Use Date Range option e allows you to set a Begin and End Date for the specific Begin Date EndDate Price Level If the date of the transaction is outside E A the date range the discount will not be used Ordering Item On Hand Levels are used to flag an item for reordering Selected ltem Properties based on the On Hand quantity The Reorder Point field is 3 2 Spe
24. nt Account By default the Processor is set to None and Options CashFootprint porn Soe OOOO you will be required to process credit card General Business Terminal Marketing Merchant Account Data Source Receipt Hardware Reporting transactions using an external credit card Assure Secure Processing machine Once the card has been processed Application Integration Virtual Terminal Website URL or Application you can enter the last 4 of the card number C Program Fies x86 PayLink VT PayinkVT exe Integration DLL and the authorization code into the Manual C Program Fies K86 PayLnk Bin PayLnk di Credit Card form The input information will be printed on the POS receipt Should you decide to use integrated credit card processing we have 2 options available Assure Secure Processing by Signature Processing Inc and Element Payment Solutions Once you have contacted Signature Processing or Element and had your merchant account setup you will be able to populate the required security fields The labels above the fields correspond directly to the same naming convention you will receive from the processor Enter the information and you are ready to process credit cards Data Source This tab is where you will control which Options CashFootprint Point of Sale terminals have accessed the database You will also see which server database you are server ame
25. one State Tax Description Sample Tax Group For ease of use grouping contains multiple taxes Tax Amount 8 0000 This allows one selection at the Business Default and da automatically when detailed tax entries Item levels where applicable Sales Taxes can be left as individual root entries To make a root level tax group select None as the Tax Group The individual tax Description will be printed on the POS receipt not the group tax Description The will not be printed Vendors menu Manage gt Vendors E Vendors CashFootprint Point of Sale F x Refresh Add Edit Save Cancel Delete Vendors are managed through the screen show to the we right Use the toolbar buttons at the top of the form Name Phone to manage the selected vendor Vendors are used during Inventory Receiving to tie an item to a particular vendor Note At this time there is little reporting tied to the vendor but future releases will make greater use of this feature Gene Ades Vendor Name POS X Vendor Number POSX Phone 1 123 123 1234 Phone 2 Email User Manual CashFootprint Retail Point of Sale Professional Edition Page 11 Loyalty Point Assignment Rules menu Manage gt Loyalty gt Point Assignment Rules Point assignment rules are used to determine Loyalty Point Assignment Rules eS i j t 7 H O X how points are awarded for items sold The SAA o AA
26. p You will typically see Refresh Add Edit Save Cancel and Delete buttons in the toolbar These buttons are used to modify the currently selected item e All toolbar buttons have a tooltip associated to them If you are not sure of the intended use of a toolbar button mouse over it to see the tooltip The tooltip may also reveal a shortcut keyboard command as seen below gt AO Discount Details Potes Void Apply Tax F4 Apply a discount to all selected item s User Manual CashFootprint Retail Point of Sale Professional Edition Page 3 Quick Start There are a few basic settings that should be configured prior to processing any transactions Launch Upon initial launch of CashFootprint you will be prompted to enter your login credential This is a security feature and cannot be deactivated The default manager account with full access has the following login information Username manager Password password If you forget your password click the bubble icon A to the right for a hint If you need your password reset completely have another employee with permissions to manage employees reset it If that is amp 3 Login CashFootprint Point of Sale iin LashFompninn Business My Company Name Usemame Password not possible contact product support lothill com and we will provide a reset password for your username The reset password expires at the
27. porting Receipt Layout P rter Drawer Pole Display Barcode Scanner Y Use Random Weight Barcodes Pref 2 y PLU Length Price Start Position Price Length 5 x Total Barcode Length Barcode Example 234567800299 Results Resul PLU 345678 Price 00299 2 99 Page 17 Reporting There is only one setting on this tab Printer This is the printer that all reports will be sent to If it is set to none no reports will print Server Database menu Tools gt Server Database Backup Database Save a backup of the a Options CashFootprint Point of Sale General Business Terminal Marketing Merchant Account Data Source Receipt Hardware Reporting Default Report Printer Brother HL 4150CDN series v used for all full page reports Terminal Close X Out Report Dont print Print Print to Receipt printer 0 Default report printer Store Closing Options Note these reports will print full page only Z Out Report Dont print 0 Print Sales Report Dont print 0 Show summary Show details Void Report 9 Dont print Show summary Show details database to a location on your computer or backup device Restore Database Select a backup from your computer or backup device to restore Export Data Allows you to export any of your data to a generic file XML or Text file Purge Transaction By Date This fe
28. print Retail Point of Sale Professional Edition Credit F5 Issue a credit to the customer If the returned payment is Credit Card then you must perform a refund instead Refund F8 Displays the Refund Search screen Scan or enter the transaction number for the transaction you would like to process a refund for This button is only displayed if there is not a transaction already in progress Delete Del Deleted an item from the transaction after confirmation Quantity F2 Change the quantity of items to sell for the selected item Displays number pad Price F3 Change the price of the selected item Displays number pad Discount F4 Used to apply a discount to the selected items Multiple selected items allowed Discount can be either a percentage or a fixed amount Adjustment direction can be either up or down The image to the right shows a discount of 10 for the selected items Details Modify notes for selected item Uses include serial numbers sim card numbers etc This note appears directly below the item on the receipt Notes F7 This is a transaction level note and will appear at the bottom of the receipt Void Void the current transaction Void receipt will be printed Apply Tax This is the default transaction option When this option is selected all items are taxed based on their individual tax setting This option turns the whole transaction into a Non Tax transaction U
29. pt and pop the drawer Pole Display The pole options come preset to the most common settings If you need to change these you should have documentation provided with the hardware you purchased to allow you to set the options properly The Ready Message is configurable and will appear between transactions Once your pole options are configured you may use the Test button in the lower left corner to display the ready message Barcode Scanner This tab has options for configuring EAN barcodes These barcodes are typically used for businesses that sell products by weight ex Deli Candy Nuts etc When Use Random Weight Barcodes is checked the point of sale screen will use the options to determine how it should scan the inventory for a particular item User Manual CashFootprint Retail Point of Sale Professional Edition Options CashFootprint Point of Sale General Business Terminal Marketing Merchant Account Data Source Receipt Hardware Reporting Receipt Layout Printer Drawer pa Barcode Scanner Port Settings Baud Rate ex 9600 19200 etc Data Bits 8 5to 8 Pole Command Set EPSON Max Characters Line 20 Ready Message Line 1 Ready Line 2 Next in line please Test Options CashFootprint Point of Sale General Business Terminal Marketing Merchant Account Data Source Receipt Hardware Re
30. se the toolbar located at the top of the form Many fields are self explanatory however the Customer Number field is unique and cannot be used for more than one customer Most businesses will use a customer s phone number as their Customer number Loyalty Tab m Customers CashFootprint Point of Sale e F History Refresh Add Edit Save Cancel Delete Customer List cies ad Page 1 of 1 i 50 m Customer Name Company Phone 1 Phone 2 Fax SC Bal Discount Email Address 1 1234 J Doe 0 00 0 00 Customer Number 1234 Customer Name J Doe Company Phone 1 Email Loyalty Discount is a fixed discount percentage that the customer will receive for all transactions Loyalty Points are the total points a customer has earned to date This field is only visible if the Loyalty module is turned on within the program Options gt Business tab Store Credit Balance reflects the amount of credit the customer has available to use towards purchases The History toolbar button will allow you to view all transactions processed where the selected customer has been assigned User Manual CashFootprint Retail Point of Sale Professional Edition Page 5 Import Customers menu Manage gt Customers gt Import Customers There are two major file types that can be imported Excel xls or xlsx and Text Ifa Text file is selected then the Alignment and Field Separator options are en
31. sed for resellers and those who are tax exempt Change 0 00 Current User Manager Terminal 01 My Company Name Professional Edition Version 1 2 2 2 a Discount Page 20 e Tracking Change the Source and Status of a transaction The defaults for these settings are set in Options gt Business tab Refund When processing a refund only the original payment type can be used as the refund payment method If you want to give a customer store credit enter their customer number and select Store Credit as the Payment method Toolbar Buttons e Keyboard Displays the on screen keyboard for the box with focus e Orig Receipt View the original transaction s receipt e Quantity F2 Change the Fr Issue Refund 2 amp w 68 amp L OrigReceipt Quantity Clear Qty Full Qty Tracking Original Transaction Details Date 2 21 2013 2 05 54 PM Terminal 01 Tran 58 Customer Not Set User manager my a lla ltem Description Qty 1234 Sample ltem 0 Balance Overage quantity of items to refund for the selected item Displays number pad e Clear Qty F3 Sets quantity of items to zero for the selected items e Full Qty F4 Sets quantity of items to the full quantity of items originally sold for the selected items e Tracking Change the Source and Status of a transaction The defaults for these settings are se
32. t in Options gt Business tab How To process a basic cash sale or refund 1 Assuming you are at the POS or Refund screen mu a 2 Ensure the focus cursor is in the inventory search box 3 Scan or enter the desired item number for the item you wish to sell 4 Hit the Enter key if you manually entered the item number The item should have been added to the transaction list or the Quantity should have been incremented A pop open User Manual CashFootprint Retail Point of Sale Professional Edition Hit F9 or click the Cash button on the right side of the screen Using the number pad or your keyboard enter the payment amount 7 Hit F12 or click Process Transaction The transaction will be processed and all information recorded to the database If your hardware is setup the receipt should print and the drawer should A Process Transaction F12 Page 21 History Transaction History is used to search past transactions reprint receipts view notes initiate Voids or Refunds and update tracking status The transaction search can be performed by Transaction Number or Customer Number and or Data Range If you don t want to see voided transactions then uncheck the Show Voids box and click Search Transaction Filter Ely EndDate 3 6 2013 Ey Tran Begin Date 1 6 2013 Transactions Show Voids Page 1 of 1 Records Page Status Type Date Voided 3 6 2013 10 43 AM 2 21 2013 2 0
33. the Receipt Printer If the OPOS driver is selected then you will need to enter the name of the printer device specified in the OPOS setup utility All of the options on the Printer Drawer have been spelled out to allow a better understanding of its intent The Pulse length is used to engage the drawer opening mechanism The longer the pulse the longer the mechanism pushes to open the drawer This pulse may need to be longer with fully loaded drawers The more weight in the drawer the more power is Options CashFootprint Point of Sale General Business Terminal Marketing Merchant Account Data Source Receipt Hardware Reporting Receipt Layout Printer Drawer Pole Display Barcode Scanner Driver POSX or EPSON Windows Driver 4 SIE Printer Brother HL 2040 series Printer Options _ Print transaction receipts on demand Font Lucida Console Cut receipt after printing Make Total line on receipts bold Show transaction barcode at bottom of receipt Show transaction number below barcode 4 Show price savings on receipt Blank lines below receipt 4 Open cash drawer before printing receipt Pulse length required to pop it open since the drawer pushed directly against the opening mechanism Once your options are configured you may use the Test button in the lower left corner to print a test recei
34. ventory gt Import Inventory Currently the only import available for CashFootprint is for inventory There are two major file types that can be imported Excel xls or xlsx and Text Ifa Text file is selected then the Alignment and Field Separator options are enabled Check the First row contains field names option if your data s first row is a column header and not actual data Once the options have been set click the Refresh Preview button to see the result of File Import Wizard Source File amp Format LE So File to Import P Documents Pricing Matrix xds Excel file selected 4 First row contains field names Refresh Preview Category Cash Drawers Cash Drawers Cash Drawers Barcode Scanners PXI EVO SG1 ALU Barcode Scanners XI3200BT Data Preview Part Description EVO Cash Drawer 16x16 Black Face POS X EVO Cash Drawer 1616 Stainless Face POS X EVO Cash Drawer 1818 Black Face POS X EVO Cash Drawer 1818 Stainless Face POS X EVO Laser Barcode Scanner X13200 Bluetooth Barcode Scanner Kit Cradle USB Cable 4 PS EVO CD16S EVO CD18B EVO CD18S Ww your configuration in the preview window If everything looks accurate you are ready for the mapping step click Next User Manual CashFootprint Retail Point of Sale Professional Edition Page 10 On the Destination Column Mapping screen match Metecosmacims TU Colum
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