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USER MANUAL of CRE Loaded 6
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1. eee eee cca 7 Create Purchase Ordef 2 c1ccecceeceeccecceccecenceeceeceescasenscnsenseuecneceeceeceeseeseeseaseaseuseusenseuseneeeeseeseeees 7 Add tems to VENO csc ce eee wet cece cree emcee ecw veces 8 Introduction Point of Sales POS module is a plug in created for the CRE Loaded 6 x applications It helps to create maintain amp update Product sale data Customer information Order information Service information and Inventory details It has three main features The features are 1 Sales 2 Service 3 Inventory This document is a User Guide describing all the possible functions of these three features aas How to Access POS Configuration Product Catalog After Logging In as the administrator of CRE Loaded software a Menu Bar Customers Orders appears on the left hand side of the home page Marketing vouchers coupons Click on the POS option to view the features By default the sales page ia he appears along with the links of Service amp Inventory Data Manager Content Director Article Manager Design Controls Sales Linee Manadar This feature of the plug in allows you to create sales order for existing and saak first time customer search an existing customer adds a new customer amp also to print invoice of a sale made All these function are described in this section of the document After clicking on Sales these two options appears Locations Taxes Localizatio
2. Mobile Application Website Development Graphics Design E Commerce CRELoaded Point of Sales Module With Inventory Management Table of Contents DENTE OCS ON cect ea ewe se eect saga cette ce ree asccees te pee detn aca ev aeeatem ee ee su sieeed saaeeeceebeecewuesuees duetieenesbeeucedeuecs 1 How O FC CSS SOS cene sac eevee spats aa nase ves ania sina wpa e eae eaa 1 BS ANOS ecg ste wate ecto E E asinine E e E EE 1 Quick Sales taeistisevctieses dann iiesiarindedstonntennisidudedavaatineswisadedsuca tin siadodiuhuewalunswddudandewaledadiwamaiannaduawicarecatiun 2 Customer Sales csctcnntivsaeictes sis seateens laisse cinsancieesanreaitestewe deans teualivauisinadudalaesisieansndduneddeestanebivasuvenssebendeuteuetawan 3 Search aA GUSLOMIEN siastisweivsiecisinsiciiinrnienianie tuiensdsi muiniuivawaiienisiied EE Ea RE E E a EE EEEE RENE E 3 View all Exi Sing CG Oi Seasin ea i a a ETE a i E ia a iiA aa 4 Add a Now GUSTOMET si iwicsicssssasiiianwisievinnndastsidinnssnnuwiliedewicsicuiasdawaevies wn a a AE a aE EREN 4 IS OSE E E EEEE A E A E AE AA E emnweeeen anes 5 SOVICO S ae eviews E EE E E a E E EE A E 5 Create a New Orde f cceccecceeceeceeceeceeceececeeceeceaseeseesesenscuscneceeseeseseuseueceeeesseeseeseesenseusenseaseneees 5 Service Order tor Existing CUSTOMETS sissa a a a 5 Service Order for New CUStOMETfS cceccecceeceeceeceeceeceeceeccaccascascusceseeceaseuseuseasenseesensenseneceseneeeeees 6 AVENTO ccm wwii oe es ei eee cee
3. e two functionalities of Inventory are 1 Create Purchase order 2 Add Items to Inventory Create Purchase Order Create Purchase Order allows creating saving amp printing a new purchase order It generates an order number for future reference In the Inventory page click on Create Purchase Order the following page appears Create Purchase Order Add Items to Inventory Create Pu rchase Order Your Order No 632921 Order No Enter Product Model bo1ioossoo SE ad ST Figure 8 Create Purchase Order Table 5 Fields and Buttons of Purchase Order Copyright 2010 2011 www codeclouds com all rights reserved 7 Mobile Application Website Development Graphics Design E Commerce CAIIDE CLSUDS T Fr F F Enter the model number of the product Then Enter Product Model click on Add Product Shows the name of the product SKU Shows the model number of the product Current Qnty Shows the number of products available Order Qnty Enter the number of products to be ordered Click the button to print the purchase order Enter an existing purchase order number and Order Search click Search to view the order details Your Order No Shows the new order number generated Add Items to Inventory This function allows to check the status of the order and to print the barcode stickers of the product Multiple stickers can be printed at once Create Purchase Order Add Items to Inventory Add Inventory You
4. his function of the POS module allows you to create new service orders update existing service orders amp to print invoice of service orders Create a New Order POS allows you to create a new service order for both existing customers amp new customers Service Order for Existing Customers Select Customer for new Order Find Order Details Enter Customer First Name Enter Customer Last Name Enter Customer Telephone Select Customer Enter Service Order Find Order Details Select Service Order Figure 6 Services Home Page To create a service order for an existing customer enter the first name of the customer last name of the customer or the telephone number of the customer and click on Select Customer See Copyright 2010 2011 www codeclouds com all rights reserved 5 Mobile Application Website Development Graphics Design E Commerce CAIIDE CLSUDS To view the complete list of existing customers click on Select Customer keeping the above three fields blank Click on Select to view the details of the customer Along with details of the customer the page also shows the previous service orders of the customers at the bottom Click on Select to update the existing service orders OR click on New Service Order to create a service order The page containing the address details of the customer appears Make the necessary changes if any and click on Update to change the address detai
5. ls Then enter the service details of the customer To check the details of the fields amp buttons of the screen see Table 3 T Fr F F Enter Service Service Order Number 795 100069500 Add to billing f Cancel problem in Home PC Figure 7 Enter Service Details The additional field present in this screen is Add to billing Cancel Click on cancel to cancel the order description Click on Add to billing to check the total cost charged for the service After clicking the Service Price List appears see Table 4 Then click on Payment to view the payment details Click on Invoice to print the invoice of the service order See Figure 2 To add an item from the inventory click on Add Item from Inventory Service Order for New Customers To create an order for new customers click on Add New Customer and follow the steps to fill in the form of customer details Then click on Add Then click on Select Customer for new Order Find Order Details the main screen of the service page appears Enter the first name or the last name of the customer to find the customer and click on New Service Order NOTE Only two fields in this form are mandatory To update an existing service order enter the service order number in the Enter Service Order field and click on Select Service Order The screen will
6. n Tools Pos Sales Service Inventory Copyright 2010 2011 www codeclouds com all rights reserved 1 Mobile Application Website Development Graphics Design E Commerce CAIIDE CLSUDS T Fr F F Select Type of Sale Quick Sale Customer Sale Figure 1 Sales Screen Click on Quick Sale to create an order and to print the invoice without registering the customer Quick Sales Table 1 Fields of Quick Sales Screen Pp t CFields i C iDesserription Enter the model number of the product Enter Product Model purchased then press the ENTER button Shows the product model number Shows the description of the product Shows the number of products purchased Enter the amount of tax to calculate the total Tax payment Shows the price of the product Fa gae neoa Dsc the product Shows the total amount to be paid including tax Total and excluding the discount After filling in the above fields click on the Payment button to go to the next page Amount Balance due Amount Given 95 00 Total Deposits Coupons Change Due Gift cart Paid 95 00 Invoice Close Figure 2 Payment Page Copyright 2010 2011 www codeclouds com all rights reserved 2 Mobile Application Website Development Graphics Design E Commerce T Fr F F C DE CLSUDS Select the method of payment in the Payment Type drop down box The options are Cash Debit Check Visa and MasterCard Click on the Clo
7. ping the above three fields blank See Figure 3 The list of all existing customers appears Click on Select option to view details of a particular customer Then Click on the Confirm button to confirm the customer data Add a New Customer To add new customers click on Add New Customer A form will appear where customer data is to be filled Add a New Customer Your Personal Details First Name Last Name E Mail Address j Company Details Company Name Your Address Street Address j Suburb zip Code City ss State Province i Country Your Contact Information Telephone Number Fax Number Copyright 2010 2011 www codeclouds com all rights reserved 4 Mobile Application Website Development Graphics Design E Commerce CAIIDE CLSUDS T Fr F F Your Contact Information Telephone Number Fax Number Options Newsletter Subscribed Figure 5 Form for Customer Data After completing the form click on Add button Note In the form the fields marked in sign are mandatory to fill The confirmation page appears Click on Confirm button to confirm the customer New Order Page A new order page will appear Fill in the address details of the customer To place the order the fields are same as Table 1 Note If the shipping address and billing address are different uncheck the check box Services T
8. r Order No 632921 Order No 632921 0 U ae a 161668566 Print All Barcode Figure 9 Add Inventory Page Table 6 Fields of Add Inventory Fields eum arene a en Order No Search button to view the details of the order Shows the model number of the product Current Qnty Shows the current quantity Bucana R E Bar Code Sticker number of the product Click to print the barcode sticker It is directly Print All Barcode proportional to Supplied Qnty Your Order No Shows the current order number Copyright 2010 2011 www codeclouds com all rights reserved Q CAIYDE CLSUDS Table of Figures Figure 1 Menm AL aupin PSU 2 Sales SOLCCM xisccagetatccsacscoitasiatesczavsceatadatantaciandsaganienmeiecians Figure 3 Payment Pat sisi cssececsscsssscessoadevesatsctsvsvessieceadtesssonelstesesiaiees Figure 4 Select Customer Fields cccscccsscsssccssssrscsssssccssseees BISULE 5 Scarth ROSIN ci siscestacesssschasandanancsusaseenetesncedudscaueanacasteciisgeuns Figure 6 Form for Customer Data ccscccsssssscssscsesesccscecsseees Figure 7 Services Home Page si scciccassssccsessssececassessesdsseconssseccsesssvesens Figure 8 Enter Service Detallls sccscsssccssssscsssssccsscsscecesees Figure 9 Create Purchase Order ccccscccssssssccsscsrecescccceesseees Figure 10 Add Inventory Page sssccccssssssssccssssssssccsssssssecsees Lis
9. se button to close the window Click on the Invoice button to print the invoice Customer Sales This function allows you to search existing customers add new customers and to generate new orders Table 2 Fields of Customer Sales Oooo y y Fields CSE S CiCesScription Enter Customer First Name Enter the first name to search customer Enter Customer Last Name Enter the last name to search customer Eneour rommene ag Pn ET Enter Customer Telephone customer sontcomme ee TOE Select Customer customers Quick Sale Customer Sale Enter Customer First Name Enter Customer Last Name Enter Customer Telephone Select Customer Figure 3 Select Customer Fields Search a Customer To search an existing customer enter the name and click on Select Customer The list of customers with the name appears with corresponding phone numbers Click on Select option to view the details of a particular customer Complete customer details will appear Click on Confirm button to confirm the customer data Quick Sale Customer Sale Name Phone Email e r Ar PP mA gt ir SOE P PY Copyright 2010 2011 www codeclouds com all rights reserved 3 Mobile Application Website Development Graphics Design E Commerce CAIIDE CLSUDS T Fr F F Figure 4 Search Result View all Existing Customers To view the complete list of existing customers click on Select Customer kee
10. show the address details of the customer Then the option of updating the service order is shown The fields are Table 3 Fields of Entering Service Details Feds Description _ _ Description Enter the description of the problem Serial Enter the serial number of the product Copyright 2010 2011 www codeclouds com all rights reserved 6 Mobile Application Website Development Graphics Design E Commerce CAIIDE CLSUDS T Fr F F Submit Click to save the service details Save amp Print Click to print the service order Close Click to close the window Then the details of the existing service order is shown Table 4 Fields of Service Price List y Fields Description _ ___ Click to delete a service e Shows the description of the current service Description Enter the serial number of the product Shows the cost of the service Shows the Tax added for the service Shows the discount provided on the total cost Shows the total cost of the service Add items from inventory Click to close add products from the inventory Click to process the payment The payment page shows the total amount of payment to be done Click on Invoice button to print the invoice Click on Close to exit from the window Inventory This feature allows you to create amp to keep a track record of the purchase orders It also has the facility to add new items in the existing purchase orders Th
11. t of Tables Table 1 Fields of Quick Sales Screen cccccccccssccsscscsscrcccees Table 2 Fields of Customer Salles cccsscssscsccccccccssssscsssscscsees Table 3 Fields of Entering Service Details sssscccsssssssssoees Table 4 Fields of Service Price List ccccccssssssssssssssssssscccsccccees Table 5 Fields and Buttons of Purchase Order scccsscsssseee Table 6 Fields of Add Inventory cccssssssscccssssssssccsssssssscccees INDEX A Add to billing 7 adds 2 administrator 1 B Barcode 9 C Cancel 7 Click 6 Customer Sales 3 F form 7 future 8 Inventory 1 invoice 2 Invoice 3 7 8 M mandatory 7 Menu Bar 1 Copyright 2010 2011 www codeclouds com all rights reserved Mobile Application Website Development Graphics Design E Commerce T Fr F F Model 8 P Payment 2 plug in 2 POS 1 Print 9 process 8 proportional 9 Purchase 8 Q Qnty 2 9 Quick Sale 2 R reference 8 S Sales 1 screen 6 Search 4 9 Service 1 sticker 9 Update 6
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