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Geller Touch User Guide

1. From here you can change gt The Case Qty In number of cases delivered gt Case Qty if the case size was different from the standard gt Case Cost if the case cost is more or less than in the product record Once you have made the required changes e Select Accept The product listing page is displayed with the changes reflected If you do not want to save the changes made e Select x Abort e Select Accept In The accept goods in message will be shown Accept Goods Accept the goods listed This will update the stock items listed with the quantities received goods inwards receipt will be generated Proceed lf the product and amounts were received say Yes if not say No assuming you select Yes will be asked if you want to print a goods in document l 7 Print the Document The Goods in page will be displayed again but the Order you have just booked in will not be there Deleting an Item From the Product Listing page highlight the product to be deleted e Select Del tem The product will be deleted from the order Adding an ltem From the Product Listing page e Select Add Rem The following search box is displayed Goods Imwards Item 1 Use the PLU or Description field to search for the product you want to add to the delivery once the product has been selected the Case Qty and Case Cost will be read through from the product record e Inthe Case Qty In field select the number of
2. Loyalty Points Overview In the customer profile e Select the ae g tab From here you can view a summar Comments Comments are used to add text to the bottom of receipts for Customers there are 2 different types Customers with loyalty and Customers without loyalty Adding Text e Select Comments The Loyalty Receipts Comments screen will be shown Loyalty Receipt Comments The text lines are limited to 3 and 30 characters per line e Enter the text for the relevant customer type GELLER Listing Listing runs a crystal report to list the customers for a criteria selection Run a Report e Select ES Customer e Select Listing The criteria selection screen is displayed Crystal Reports Crystal Reports Customer Listing Customers From 001 Search Save Criteria Selections gt View will show the report on screen with the option to print gt Print will ask if you want to print the document gt Close will take you back to the main menu The report shows the following information Code Customer Name Sales Count Sales Value Date Last On To Date To Date Sale Stop GELLER Customer on the Terminal Credit Notes Credit Notes are a form of refund by effectively putting the person in credit and issuing a receipt for the credit amount Issuing a Credit Note e Refund the items that you wish to issue a credit note for e ldentify the customer Enter the customer d
3. Z X CIV B N M sre p e Inthe Free Text field enter comments reasons for refund as required e Select enter e Select the tender type the refund will be given in e g Cash e The refunded deposit will be listed Date Amount Transaction Tender 24 01 2008 001 01 00042 23 01 2008 9 00 001 01 00041 Cash 24 01 2008 9 00 001 01 00043 REFUND Cash Tesasnnceeneeneengangneneensensennseneeneensenesaneeneensenssaaseneeneeneeneenaenneeneensenasnneeneeneseneaeeneeneenesasaneennenesaasaaseneeneenssaaeanseneenesaasaaeeneensenesusaneeneenesaesnaeenseneeaesnaseneeneenesausnaeeneenesnesaasaneeneenesnesaneeneeneeaesaasanseneenesaesaneeneenesaesaaeanseneenesaeenaeeneeneeaeeaasenseneenesneeaaeeneeneenesaasenseneenesaeenaeeneeneenesaaseneeneenesnesnaeeneeneeneeaasaneeneenesesnaneneenesaeeaaeeneeneenesaesnaneneenesaesnaeeneeneenesansnaneneenesaesaaeeneeneenesausnasensenesnssausansensenssausonsonsensenuenusonsensonssnas Order Total 9 00 Tax Amount 268 Less Deposit EE Balance Due To save the order e Select Save This will save the order for collection at a later date Finalising an Order e Select You can also recall the order by identifying the customer first The customer order screen will be displayed Customer Stock Orders me ur lle z Create New Ce Urrene moletec ee Order List Type Curre dite Order From the drop down box select the order to be finalised colle
4. GELLER The Deposit screen is shown CES Deposits Deposits CreditRedeem Foreign Exch CreditIssue Cancel Enter the deposit amount Enter comments as required in the free text field select the number of receipt copies you require Select the tender type e g Cash e Select Yes The deposit will be listed in the Product Deposit Details tab Date Amount Transaction Tender 24 0 1 2008 R 001 01 00042 9 00 001 01 00041 23 01 2008 Cash When you add a deposit to the order the order summary will be updated ees to reflect it Order Total 900 Tax Amount 434 Less Deposit EE Balance Due To save the order e Select Save This will save the order for collection at a later date Refunding a Deposit from an Order e Recall the Order that you want to refund the deposit from On the Product Deposit Details tab e Highlight the deposit you want to refund back to the customer e Select lf you have more than one deposit on the order you will see the following message Bi Would you like to Refund all 2 Deposits Yes No Yes will refund both deposits No will refund the highlighted deposit e Select No The confirm refund amount message will oe shown Contirm Refund l d J Please confirm a Refund of 9 00 is to be given The refunded deposit screen is shown Deposits Refunded Deposit TECEEEEEEPL E ajwjejr Tt y u i o P mm AlS D FIG H J Ki tle
5. My Documents E 2 b My Computer My Recent A My Network Places Documents CES Logging B S NEW CS Desktop My Documents My Computer Con J My Network Files of type esv v e Select the path you wish to save the document to e Enter the name of the document e Select OK The Mail Merge complete message will be displayed Microsoft Visual FoxPro KE 5 1 Export to C DOCUMENTS AND SETTINGS SARAHBACKHURST GBMNET DESKTOP NEW CS Complete e Select OK The document can now be found in the location you chose to save it in GELLER Commission This is a feature that enables Users to earn commission on sales made Commission is set against a user in bands these bands are set in There are a maximum of 10 bands that can be set Setting Up Personnel e Select Utilities e Select Commission The Commission Personnel Rates screen will appear Commission Personnel Rates Test 2 Test User 1 e Select Add The Commission Name screen will be displayed Commission Name e Enter the name of the user e Press Enter twice The name of the user will be added to the list Deleting Personnel e Select Zo Utilities e Select Commission The Commission Personnel Rates screen will aooear Commission Personnel Rates e Highlight the name of the user you want to delete by clicking on it e Select Delete Editing Personnel e Select Zo Utilities e Select Co
6. Customer Groups The customer groups page is displayed Y Customer Groups Customer Groups sw dE zm Aen em ze E TUBS er as Credit Applicable Kdigitg igug Per rrierit d Products ror Patyrnerit Creclic e Enter the Group Code If the code already exists you will be taken to the record if not you will be asked if you want to create a new one Create Customer Group eh Customer Group Over 30s not on file La Create a new group DALL e Select Yes e Enter the full title of the Group in the title field e Select Deleting a Group e Select D Customer e Select Customer Groups The customer groups page is displayed Y Customer Groups Customer Groups Kl o w d _ CS EE EE Credit Applicable Minimum Ferreri j Products Por Payrnent Crechtp Applicable Products e Enter the Group Code or use the drop down box to select the Group you want to delete e Select You will be asked to confirm that you want to delete the selected Group Delete Customer Group x nN Customer Group Over 30s e Select Yes d Deleting a Group automatically removes it from the Customer record you do not get any warning about this Tesasneneeneeneencancneneensensenasaneeneeneenssnaeeneenseneeaasaneeneeneeneenaeeneeneenssaasaneeneenesaaenanenseneenesaeaneeneeneseasneenseneenesaasaneeneenesnaeaaeeneenesnesaneaneeneenesaasnaeensenssaesnaeeneeneenesausnasensenesaesasenseneenes
7. e Tender Type breakdown e Number of No Sales e Number and Value of Voids e Loyalty Point Issued e VAT Analysis Weekly Sales By Day e By Day for a 1 week period e Number and Value of Transactions e Nett Sales e Tender Type breakdown e Number of No Sales e Number and Value of Voids e Loyalty Point Issued e VAT Analysis Consolidated Weekly e 1 week period total values sales e Number and Value of Transactions e Nett Sales e Tender Type breakdown e Number of No Sales e Number and Value of Voids e Loyalty Point Issued e VAT Analysis Sales By Period e User defined period totals e Number and Value of Transactions e Nett Sales e Tender Type breakdown e Number of No Sales e Number and Value of Voids e Loyalty Point Issued 1 e VAT Analysis Sales Commission e User defined period e User Sale Value e User Commission earned e Overall Sale Value e Overall Commission Value Operator Sales e User Defined Period e By Operator e Number and Value of Transactions e Nett Sales e Tender Type breakdown e Number of No Sales e Number and Value of Voids e Loyalty Point Issued e VAT Analysis Group Dept e User Defined Period e Period Totals e Group Value and Volume e Department Value and Volume Product Sales Report e User defined period totals e Product Value and Volume e Overall total Hourly Report e Graphical representation of hourly sales by product count e Graphical representation of hourly sales by sales value
8. this is a number displayed by the product that advises the user how many are in stock it will only display if the figure is positive Terminal Reports Current Financial some of these reports will only appear if the feature is configured Report Name Information Current Financial e Number and Value of Transactions e Nett Sales e Tender Type breakdown e Number of No Sales e Number and Value of Voids e Loyalty Point Issued e VAT Analysis Group Dept e Group Value and Volume e Department Value and Volume Product Sales e Product Value and Volume e Overall total Sales Commission e Personnel Names e Band Rates e Transaction Count e Sale Value e Commission Value e Overall total Sale Value per User e Overall total Commission Value per User e Overall total Sale and Commission Value for all Users Charge Sheet Status e List of Open Tables Volume and Value e Overall Volume and Value Mix and Match e Mix and Match offers used e Number of times fired e Discount Given Archive Central Sales These Reports will only have data once the End of Day procedure has been done Because they are period defined reports once the report has been selected you will need to choose a start date and or a finish date for the report Certain reports may also ask for Terminals to be defined by a tick box the default is set to all terminals Report Name Information Daily Sales e Number and Value of Transactions e Nett Sales
9. 16 17 18 19 4 20 21 22 23 24 25 26 5 27 28 29 30 31 6 3 e G 9 l C Today 11 01 2008 Cancel e Select the date that the current transactions are to be date stamped with and press OK when viewing reports the data the data will report under this date 80 Tesasseneeneenesnnangeeneensenseneseneeneensenssanseneeneenseaaseneeneenseanenaeaneeneensenasaneensenesaasaeeneeneenesaasaneeneenesaasaaeaneeneenesaasanseneenesnesnaeeneensenesausnneeneenesansnaeenseneeaesausaneeneenesausaaseneenesnesasaneeneenesaesnaeeneeneeaesaasauseneenesaasaaeeneenseaesaasanseneenesaeaaeeneeneeaeeaasaneeneenesasaaeeneeneeaesansanseneenesaeenaeeneeneeeeaaeaneeneenesensnaeeneeneenesauseneeneenesaesnaneneenesaesaaseneensenesaesnaeeneeneenssnaeeneeneenesansnaneneenesesaaenneeneenesaasnanensenesnsenasensensensenusngsonsenssnusnusonsensenssnas The end of day confirmation selection will appear Ee End Of Day This procedure will transfer all current transactional data to the d central sales database and delete all local transaction Information The current sales will be stamped with Friday 11 01 2008 Do you wish to proceed e Select Yes to confirm the date and to transfer the data if no is selected the declaration is forgotten and the current financials remain in place Declarations are configurable so they may use one of the examples above or none at all muumuu nanmanna nnna nnna nnn nnn nnna nnan nnan nnan nn nnn annann nnn annn nnna nnna nnn nnna ninan
10. It is important that modifiers are used correctly because if you are using Stock as well it will affect the amount of stock that is deducted Free Text This prints out on order printers and receipts but will not shown in the transaction pane e Select e Enter the text that you want to print beneath your product The product must be sold before you can use this function Using a menu A menu may be used when a number of items can be grouped together e g all Starters if you cannot fit the individual items onto the page e Select the Menu button Starters u The predefined list will be displayed Vi Starters Starters BBQ Ribs Baked Cod Dipping Skins sl P e Select the required product from the list or exit the menu e The selected product and it s price will be displayed in the transaction screen Selling Products with Condiments Gener Condiments are extras that can be added to a profile of a product e When a product with a Condiment is selected the Condiment window is displayed CES Select Condiment Compulsory Cooking Style ode Style Ptsssenenseceuseneneeesesensnssenensnseenasesanenaneuauspenenenssusenenseessuenanneeaussnennuansuenenaseususnnaneuesannanenasesenenasesuseneueesausenennessenensneneneanees kkk Blue Med rare Medium Med well Well Done KA Burnt K it e Select the option required if the choice is not compulsory the
11. Reprint All Receipts Re Print all 11 Receipts If you do Press Yes if not Press No To Export to HTML e Select To Export to Excel e Select To Change the Current Criteria e Select Change Criteria GELLER Serial Tracking Serial tracking is used to log details of products sold and to whom e g serial numbers of guns Set up a product for serial tracking In the product record on the Profile and Options tab e Tick On the Settings tab e Set the minimum and maximum number of characters the serial number can have Selling a Product with serial tracking On the terminal e Select the product to be sold The serial tracking number screen is shown Serial Number J racking pion A KR Cancel 112 13 4 siei7 siojoq IDDIE DEEG DEED e Enter the serial number using the keyboard on the screen e Select the Enter key lf the reason menus are switched on you will see a reason screen select the appropriate reason to add a new reason see the Reasons section of the manual When the Sub total button is pressed you will be asked for the customer details so they can be stored in the database Serial racking Name Address Customer Database e Enter the customer details d If the customer already exists in the database you can use the Customer Database button to find the customer e Select the Accept button and the data will be stored Once the transa
12. Toys Cigarettes Soft Drinks Veg Videos l anue Groceries Sand wiches E Tobacco Barcode Items Snack Pa GG ck Account Account Payment Status Paid Out No Sale CLR Layaway i Customer Product Maintenance Discount Search Enquiry Product Produci d Amount SUBTOTAL Signing on to the till There are 4 ways of signing on to a till 1 Dallas Key this is a fob that is attached the till usually on the card swipe 2 Manual Sign On this is a box for the operator to enter their Sign On code and confirm their password GE we operator sig sigr q on code CO cle SS 3 Button Sign On this is a displayed button on the Sign On screen it will also prompt for a Password if the user has been allocated one 56 Manager Manager Enter Password 4 Swipe Card User has a designated card to swipe on to the till with this may be password protected Making a Sale e Select the product to be sold from the keyboard layout e The selected product and it s price will be displayed in the transaction screen lf the product is not recognised because it does not exist there is a setting that can be switched on to allow you to create products on the fly in sales mode You will see the following Invalid PLU Code eh Product Code 203020 is not on file L Do you wish to Create it e Select Yes 43 Add PLU On The Fly OWE RT YU NOP Ais DF GH J Kite FE xiciv e nim se h Enter the descrip
13. as the table status this is configurable In this example gt Table 3 Starters gt Table 1 Main Course gt Table 2 Deserts When the table is stored you will be asked which status the table is the list may look similar to this Table Status No Change Post Startel Coffee amp Bill e Select No Change if the table status remains the same e If they are now having Dessert the Dessert status should be selected GELLER d Selecting the Abort option will take you back to the transaction a status must be selected lt is also possible to configure table statuses to work with time limits if this limit has been exceeded the table will flash Covers Covers can be used either in a table or in a normal transaction e Select the number from the number pad e Select You can see the number of covers displayed at the top of the POS 001 01 10 01 2008 11 11 Manager Coversi6 TC E d If you have the prompt setting switched on the system will automatically prompt for the number of covers Splitting the Bill Splitting the bill enables a table tab to be split up into a number of bills that can be paid separately e Recall the table e Select The Split Bill page is displayed Description Value 1 Fosters 2 Bottle Coke 3 Fosters 4 Bottle Coke 5 Soup EG Melon Fillet Steak S Roast Chicken SPLIT BILL e Select the items to be taken off of the current bill by clicking on the l
14. be edited e Once all changes have been made select Save Any changes made will take effect immediately Deleting a Product e Select Products e Select Products e Enter the PLU or use the PLU and description search boxes of the product to be deleted and press Enter e Select The system will ask if you are sure Select Yes No The deleted product can still be reported on historically d lf the PLU has more than one barcode use Alternative PLU s tab to add the extra ones in each barcode can have its own price Add a comment Comments are displayed on the terminal and or customer receipts and are product specific e Select This will disolay the comments page lf the comment is to be displayed to the Operator only e Tick the display comment to operator box e Type text into the text box below lf the text is only for a Trainee Operator e Tick the display only for trainee operator box If the comment is to print on a receipt e Tick the print comments on receipt box lf the text is different type the text into the receipt comments lines Once the product is selected for sale on the terminal it will display this screen This contains nuts please advise customer H sssssesseesseseessssseseseessesesesesesesesessesssseesessssesesesessesessesesssssesesssesesesssessessesesssssssssesesesesssesessssesssssssssssseseseseesseee Enable Compulsory Receipts for a Product e Select Every time this product is sol
15. can be viewed by choosing criteria to display Suppliae Comments Zroduer listing Vrotuet nformation vatlsberg Tetley 2006 Qutstandin The default display is Non Completed Only however you can change this by using the radio buttons From the radio buttons you can narrow down the selection to gt Completed Only shows only completed Goods In gt All Inwards shows Non Completed and Completed You can sort the list by gt Reference Number gt Date received gt Supplier Stock Taking stock Taking is the procedure which allows you to manage your Stock Doing a Stock Take e Select Stock In Out e Select Stock Taking The Stock Take screen will appear io Stock lake Stock Take Dept Description E Draught Beer starters softs Spirits Select all departments De select all departments ar Export to Import from k Count Sheets Discrepancy Update Stock HAND HELD HAND HELD Ee e Select the Departments you want to include in your count GELLER If you have created a new Department and it is not showing in the Department Selection list press the initialise button this will read through any new departments e Select Generate List The Stock Take List page is displayed this lists all of the products in the selected departments to be counted CES Stock Take Stock Take Drag a column header here to group by that column Department Product Code Description Count 0 00 Zeen FOST
16. e Enter the unique condiment number you can see the last one used by looking in the drop down list Press Enter if you wish to create this Condiment select Yes if a Condiment with the code already exists you will be taken to that record 19 e Enter the title of the condiment e g Cooking Instructions or Shoe Colour e Press Enter e Inthe first field type the first selection you would like to see in your list e lf this is not a compulsory selection remove the tick from the Compulsory box e Once all the options have been entered select Save if you do not wish to save this select Abort The options will be displayed on the till in the order they are entered in this list Editing a Condiment e Select Products e Select Condiments e From the drop down box select the Condiment to be edited or type in the condiment number and press enter e Edit the information as required e Select Save Deleting a Condiment e Select Products e Select Condiments e From the drop down box select the Condiment to be edited or type in the condiment number and press enter e Select Delete if the Condiment is attached to 1 or more products you will see the following message GELLER Delete Condiment Table This condiment is currently used by 12 products DD Deleting this condiment will remove this condiment From the products Delete condiment e lf you are sure you want to delete it select Yes if not select
17. e Tick Putting a customer on stop will prevent the customer being identified on the terminal therefore no sales or orders may be attributed to the person while this status is on Adding Comments e Identify the customer e Select The comments field is a free entry field to add notes you may require The comments may be viewed in Sales Mode GELLER View Deposit History e Select e Select Deposit History The Deposit page is shown LN x ES Fred Backhurst Drag a column header here to group by that column Tender 24 01 2008 10 00 001 01 00042 USED Cash Orde 23 01 2008 9 00 001 01 00041 REFUNDED Cash Order Date Amount Transaction 23 01 2008 20 00 001 01 00040 Cash Credi 23 01 2008 10 00 001 01 00038 USED Cash Credi 23 01 2008 10 00 001 01 00036 REFUNDED Cash Credi 23 01 2008 10 00 001 01 00033 USED Cash Credi 23 01 2008 10 00 001 01 00031 USED Cash Credi Unused 20 00 40 00 Reprint Receipt From this page you can gt Add a New deposit gt Refund a Deposit gt Printa list of Deposits gt Reprint a Deposit Receipt muumuu nanmanna nnna nnna nnn nnn nnna nnan nnan nnan nn nnn annann nnn annn nnna nnna nnn nnna ninan nnn ninn nnn nnn nnna A Transaction Overview e Select On this page vou will see the overview E I52 00 24 01 2008 Customer Groups Adding a New Group e Select O Customer e Select
18. lee ee 18 OCI SUS E 19 Creating a NEW Condiment nnennnannonnneoennnnnnnrsnrrnsnrrnnnrrnnrennnrrrnnrrrnnernereennne 19 Eating Rer elle Eu 20 SISTING al ele Tu E EE 20 Attaching a Condiment to a Product cccccccccccseececeeeeeeeeeeeeseeeeseaeeesaeeessaees 21 Removing a Condiment from a Hroduct 22 VE IEN 23 How to create a new Menu 23 TOCO EKSIN bd TE IR WEE 23 TO delete a Menu 24 SIE e E 25 TO Create a new COuestion 25 Attaching a Question to a produkt 26 To remove a Question from a broduct 26 Customer Display Pole Display cccccceecceceeeeeeeeeeeeeeeeeseeeeeseeeeesseeeesseeeeneas 27 KEELT 27 ern Lafe e 28 KEE 29 To create a new Goergen Je Toedit an existing CDG te E EN er e E EN Recent oe WE e EE ER setting the Header and Footer for Receipts nonnnneennnennenennnnnnnnnnnernnnnenrennene 32 Ken SIM eh nce rep hp ead cm ncn te oa eh ne Gee ec See 34 TO add avalueioareasontvpe cece ceecccesccceeeeeceececeeeecceueeceueecsueeeseueessueessanees 34 TO remove a reason 2 ccccceccceecceeeceeeceeeceeeececeseeeseeceeeceeesuesuesseeeseeeseeeseeeseeeseeees 35 SS VOCS E 37 Basic User Operations Hosptaltv 37 To access Sales Mode from the Back Omtce 37 SONNO ONTO du r ee ee E EEE 38 NEU dale ico gt ee ete ne er ne ee ee tse eee ee 39 CI SHAG Te US EY BUN ON se aea tcase o5ct sees esabe ane deubaeoseabance SoscGatcasebsees 2osesercesubencn Sours 40 Selling With a M
19. nnn ninn nnn nnn nnna A GELLER Sales Review Sales Review enables you to view either Central Archive Sales or Current Local Sales from the Back Office drill down into the transaction and reprint receipts The default when launching the software will be Central Archive all sales up until the last end of day once you have changed the criteria to be local for the machine you are on this will be the default until you exit and load the software again Central Archive Sales e Select z Sales Review e Select Lm Sales Review The Sales Transaction review screen will be shown d Note the screen may show data if a search has been done and the software has not been closed Y Review Transactions Central File HK Type Report Date Date Time Transaction Amount Operator PLU Account Code De Transaction Count ol Total Value 0 00 To find a transaction from a past date e Select Change Criteria The search criteria screen is disolayed Review lransactions Search Criteria Des zen All Operators v 22 01 2008 e 23 01 2008 e 00 00 23 53 H 7 ee 1 l a e A Cancel To be in Central Archive Sales the End of Day process must have been done the date chosen at end of day will be the date the sales will appear in reports e Leave the default as Central Archive Sales e Select the Operator if known if not keep as All
20. sold from the keyboard layout Fosters e The selected product and it s price will be displayed in the transaction screen lf the product is not recognised because it does not exist there is a setting that can be switched on to allow you to create products on the fly in sales mode You will see the following Invalid PLU Code ch Product Code 203020 is not on file L Do you wish to Create it e Select Yes 43 Add PLU On The Fly 1 2 3 4 5 6 7 8 9 0 R SNERIIUIDE A s DiFiGia J KIL ic DECKER Enter the description price and select the correct department e Select Accept The product will be pulled onto the transaction screen Using the Quantity Button The Quantity button can be used to sell multiples of a product e Select the number to be sold from the number pad e g 6 e Select e Select the product Fosters e The selected product and it s price will be displayed in the transaction screen Selling with a Modifier Sener A Modifier is a button which allows a product to be sold at another size and or price e g Half Pint Double or Childs Portion e Select the modifier button 1 2 Pint e Select the Product e The selected product and it s price will be displayed in the transaction screen d The Product must have a price against the unit in price levels if not you will receive the message below Invalid Function AD Modifer HALF does not apply to this product d
21. the last record Delete will delete the current record Save saves any changes made to the current record Abort exits the current record and does not save any changes Save Abort Exit exits the Geller Touch Software Your Product Database Your Product Database should be regularly maintained with key information such as cost and retail prices The product database is divided into 3 areas Groups Departments and PLUs products A Group is a reportable area e g Food A Department is a reportable area within a Group e g Starters To create a PLU you must have the Group and Department in place first e g if we wanted to create Soup we would need Food and Starters Before you start to set up your system it is a good idea to decide how you would like your reports to look and devise a naming convention for your PLUs e g 01007 07 may be the Department e g Food and 007 the first product e g Soup so the product will have a PLU of 01001 and a description of Soup If being used in the Retail environment with scanner the PLU should be the barcode Other mandatory information for the product record is the supplier name this can be created from the product record Group Department PLU Product Prawn Cocktail Sou Food Starters How to create a new PLU Product You can also create products on the fly in sales mode see Functions section If you are using the stock control modul
22. the user will be able to access POS reports e Tick Allow Back Office if the user will be able to access Back Office e Enter a Sign On Code to enable Manual Sign On Manual Sign On e Enter a Password to be used in conjunction with Manual Log On e Ifthe operator is being assigned a Passwords are numerical and can have a maximum of 6 characters sales Mode Functions This is the option that gives operator permissions on the terminal when in Sales Mode If the Operator is to be allowed to carry out Functions on the tills e Select Sales Mode Functions The Allowed Functions screen is displayed Operator Sales Mode Allowed Functions Refunds Voids Discounts No Sales Paid In Paid Out Price Change e From the window on the left select the Function to be allowed 30 gt gt gt e Select the to move the Function in to the Allowed Functions window e Select Save You have now successfully set up a new operator To edit an existing Operator e Select ss Utilities e Select Operators A blank Operator record will be displayed e From the drop down box select the Operator you wish to edit the details of e Edit required information e Select Save To delete an Operator e Select yo Utilities e Select Operators A blank Operator record will be displayed e Select the operator to be deleted from the drop down list e Select delete The Operator will be deleted
23. ue e E 167 Remove an Item from an Order 169 Amending a PrOGUCE eu n B e E 170 TO PPM WAC Re 170 To Print a Mini Statement eessen E eie Eii 170 Deleting AN Order 171 Adding a Deposit to an Order snes Refunding a Deposit from an Order 174 mg larchitilale an ele 176 UI Ee aa a ee tepyccasacan cay un A A E 178 WV Mal MAD OEMS Ol ING UN ee 178 Be EE 179 Making a Sale with Loyalty ccccccccseseeceeeeeeeeeseeseeecesseecesseeeeessaeeesseeeeesaees 179 Redeeming Hofe 180 FAGS EGE TOD le 182 About This Manual This Manual tells you how to use Geller Touch It gives you information on how to set up and maintain your system and some general good practice advice Any information you cannot find in this manual is covered in the Advanced User Manual please speak to your Dealer This manual assumes that the target audience is familiar with PC s and their general use To make the manual user friendly icons that you will see on your screen have been used e g Customer Keep an eye out for boxes like this as they contain tips and helpful hints Mix and Match is not included in this version as it is currently being rewritten Handhelds Location Stock Accounts Bookings and Scales will be included in the next release Back Office General Navigation Top Previous wen Last Top takes you to the first record Previous takes you to the previous record Next takes you to the next record Last takes you to
24. with the quantity and cost Stock Orders Stock Orders Create New Order X Review Nes d Drafts Orde Carlsberg Tetley 14 01 2008 09 06 Open Order Created Plu Supp Code Description Stack Case Qty Case Cost Order Qty Order Cost COKE BOTTLE Coke Bottle 0 0000 1 0 00 1 0 00 car Remove Removezero ToClipboard Delete order TT 0 00 mee 82 28 rat a Export to Import from a Draft Internal Order HAND HELD HAND HELD If the cost is 0 00 there is no cost price set against the product record lf you want to keep this as an Open Order that can be added to and quantities changed select Save e Once all products and Quantities for this supplier are added and the order is complete select e Select OK mununum nanmanna nnna nnana nnn nnn nnn nnna nnan nnn nnan nnana annn nnn nnn nnn nnn nnn nnn nnn nnan nnn nnn ninn nnn nnn nnna A Setting a Product to use min and max criteria Minimum and Maximum are levels set in the system for reordering purposes e g if my min level is 5 and my max level is 10 and I have 7 in stock my reorder figure will be 3 Find the product record of the product you want to set min and max levels for e Select Stock History This will default to the Stock Levels page Product Items BOTTLE COKE 18 01 2008 e Inthe minimum Stock field enter the minimum stock holding you want for this product e Inthe maximum stock field enter the maximum stock holding you want for this produc
25. 03 Printing from the Database ccccceecccseeeeceeeeeeeeeseeeeseeeesaeeeseeeeseeeesseeeesaes 104 Credit Notes EE Retard NOIE sasra a aa EE E E AAE 107 Using Redeeming a Credit Note cccccccsececceececeeeeeseesesseeeeesseesesseeseesaees 108 OCK ul 109 ll ie UPA STOCK gt e ee ee 109 EO SCUD DEE Eege 111 SOCK Re 114 To create a New Order manual 114 setting a Product to use MIN ANd MAX criteria eee ec seeeeeeeeeeeeeeeseeeeseeeeens 117 TO Book an Order INTO tee 118 If the delivery was correct cccccceecccceeceeceeeeeceeeeeeceueeeseeeesseeeeeseeeesseeessaeeeeeas 120 If the delivery Qty or Cost was incorrect ceccccecceeeeeeeeeeeeeeeeeeeeeaeeeeeeeaeeaees 121 Raclette 122 PUTING ANN CTY EE 122 Sailen EE 123 E leie ie EC a EE AEEA EA E AAA E EEE 124 Creating Goods In 124 Eelse SA a Let 127 OCK TAKING E 128 BOING a OCK NEE 128 LOGI PCS INEN orere E IOA 131 To create a new adiusiment 131 SOCK e an ENS OOGO EE 134 Faktan AdU NO EE 135 Delete an AGIUSIIME IM rcscncsesnrescacnancsenssnaeecteaausaeneanaeseasanaraeneanaeneaeneraeneanneeaeinasic 135 View AN Adjustment cece ceeccceeeecceeeeceeeeeseeeeseueeseeeesseeeeseueeseaeeesaeeeseueesaeeeesaes 136 ou Omer ee 137 KEE EE 137 Creating a New CUSIOM EN ee 137 Adding a Customer to a Group 139 PAGING ee PICU O een E A ERNS 139 Allocating a Swipe Car 140 Entering Birthdays and Anniversaries cccccsececeeseee
26. 1 2008 21 01 2008 10 00 001 01 00009 95 00 Manager Sale 21 01 2008 21 01 2008 10 05 001 01 00010 21 00 Manager 21 01 2008 21 01 2008 001 01 00011 12 00 Stuart Change Receipt Criteria Document Highlight the transaction you want to view in more detail Select Display Sale The transaction detail will be shown DUPLICATE Fosters Loyalty Points 9 No Change Due 21 01 2008 09 45 001 01 00006 MANAGER To Print a Copy Receipt e Select Print To exit from the detail view e Select S Continue i To Print an A4 copy of the receipt e Select Receipt Document To void the transaction e Select Voiding the Transaction will remove it from the database this functionality may be disabled To Print the Search result List from the Receipt Printer From the Search Result Screen e Select This will display the list of transactions 001 01 00001 001 01 d00002 001 01 d00003 001 01 00004 001 01 00005 001 01 00006 001 01 00007 001 01 00008 001 01 00009 001 01 00010 001 01 00011 Enuunan nanmanna annann nnn ninnan nnn nnn nnn ninn nnn ninn annann nnana nnan nnn nnn nnan nnna nanninannan nnna ninn nnn nnn A To print this e Select Print The continue button will exit back to the results screen To Print a Copy Of a Selection Of Receipts These will print from the receipt printer From the search results page e Select You will be asked to confirm that you want to print all of the receipts
27. 1 gt 10 00 1 9 00 0 90 1 9 00 0 90 User 2 2 gt 20 00 1 95 00 19 00 1 95 00 19 00 Total 2 104 00 19 90 For a summary of this Report please see the Reports section GELLER Clock In Out This is a feature that enables Staff hours to be tracked the staff member should clock m at the beginning of their shift and clock out at the end of their shift To Clock In e Log onto the POS e Select This will register the Operator and the time the clock in function was selected this is the start of their shift To Clock Out e Select clock out This will register the operator and the time the clock out function was selected this is the end of their shift In crystal reports you can run an operator hours report which shows the clock in out times and the hours and minutes worked Tesasseceeneeneencangneneeneensenasoneeneeneenssaeeneeneenesaasaneeneensennenaeeneeneenssaasaneeneenesaaenanenseneenssaasanseneenesansaaeenseneenesaeaneeneenesnesaaeeneenesnesaaeanseneenesesaaeeneenseaesaeaneeneenesausaaeensenesnesasaneeneenesaasaaeeneeneenesaeaneeneeneseasaaeeneeneeesaaeaneeneenesaesnaeeneenesesasenseneenesaeenaeeneeneeaesaaseneeneenesesnaeeneeneeaeeaasenseneenesnsnaeeneeneeesaaseneeneenesansaeeneenesneenaeeneeneenesaasaaeeneenesassaaeeneeneenesansnaeeneenesaesnaseneeneenssausnanensenssansngeensensensengsngsonsensensengsonsensonssnas Labels There are two ways of printing shelf edge or product labels barcodes either fro
28. EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEeeeeed All Discount Subtotal Discount Lesser This may be configured to allow the items to be tagged individually but is usually set up to apply to all items in a transaction e Ring the items through e Select Subtotal Discount Enter the percentage amount to be discounted e Select A d Discount will only be applied up to the max discount percentage in the product record GELLER Void Void Entire Transaction This will allow you to either remove an item or several items from a transaction or void the entire transaction To remove 1 item or a selection of items e Select The void screen will be displayed Description Fosters Bottle Coke Bottle Coke Bottle Coke Bottle Coke Bottle Coke Tag All CLEAR wn VOID e Tag the item items to be removed e Select d VOID GELLER Void Entire Transaction e Select The reason menu is displayed CES Void Reason Void Reason e Select the reason You may also have an error correct button which will allow 1 item to be removed or void last item which will remove the last item on the transaction Refund Item This will allow the operator to refund an item e Select e Select the product to be refunded The item will be displayed in the transaction pane as a
29. ERS Fosters 010 CRISPS Crisps 0 00 1 COKE BOTTLE Coke Bottle 0 00 11 BACARDI BLK Bacardi Black 1 00 View product details Count see Discrepancy Update Stock sae te EE e Once you have created the list you can then print a Count Sheet to do this select Count deier e To input your results in the count column enter the totals e o print a Discrepancy report select Discrepancy e At this point you can change the count declaration once the Update Stock Button has been selected and you have said Yes to Stock Discrepancy 9 Update the listed products with the counted stock values shown be and print the Full stock take discrepancy report The stock take figures are saved and the product records updated accordingly muumuu nanmanna nnna nnna nnn nnn nnna nnan nnan nnan nn nnn annann nnn annn nnna nnna nnn nnna ninan nnn ninn nnn nnn nnna A Stock Adjustments Stock Adjustments are used to correct the Stock holding quantity when it has not been affected through Sales or Deliveries To create a new adjustment e Select Stock In Out e Select Stock Adjustments The Stock Adjustments screen is displayed Stock Adjustments Produet isting Aroer MEato Updated seasonalstoch Pending 001 00003 22 06 2006 Pending nani anon mone onne P 2A hi L HHB e Select Create New Adjustment GELLER The product listing screen is displayed j Stock Adjustments Stock Adjust listing l Produ
30. GELLER __ E Qty Description Price 1 BACON ROLL 2 35 Geet Touch System Version 8 1 0 001 01 8 7 2007 1 15P Joan Items 8 AMERI SPECIAL COFFEE oe MATTE MOCHA ca TEA TEA TI sSAUSAGE ROLL 2 35 1SMALL SOUP 1 65 EXTRA Smau ARGE EN Se HOT CHOC ae Cl FLaVOUR auer pete Geen 1 TORANI FLAVOUR e CREAM 1 EXTRA WHIPPED CREAM 0 30 1VIRGIN DRINK LARGE 1 30 Ween e 1 VIRGIN DRINK LARGE 1 30 MINERAL SMALL SAUSAGE BACON waTer RIBENA SOUP SOUP ROLL aa EGGROLL Site a EXTRA TONE TING MACARONI STEAK pr E QUICHE SE OX m Lu e E oe WR CREAM SCONE JAM SMALL SCONE PORTION CAKE We LZ _ f LARGE awa LUXURY CAKE GATEAU JAM ge gt R tem Je Drinks MISCL i 20 00 item 4 1 0 00 1 5 gd NOsae ge Ei 0 ve Geller Touch User Guide Version 1 0 8 1 0 r2b31 Contents ADOLTA Mani E 9 BCK OMC O e e E e T 10 SEENEN 10 YoU Kieler gl RE 11 How to create a new Hl Ulbroduct 12 se l alee dio a 0 Me ee Ee Reena eeene rt ete ee eee een nee eee o 13 EE CERS 14 leet COMNEN oen Eeee E E E E EEEE E E anne EE E E E E OGS 15 Enable Compulsory Receipts for a Hroguct 16 See 17 creand DEER 17 Editing an existing SUPPE meee eee eee eens ee eee ee eee ee ee ee 18 Deleng a
31. No Attaching a Condiment to a Product e Select Products Products e Find the product you wish to attach the Condiment to e Select the Profile tab e in Condiments use the drop down selections to chose the options you wish to attach Product Items 24930062 Create Next Tuna Sandwich Default Department w d Top Previous Next Bottom Last Cancel e Select Save muumuu nanmanna nnna nnna nnn nnn nnna nnan nnan nnan nn nnn annann nnn annn nnna nnna nnn nnna ninan nnn ninn nnn nnn nnna A Removing a Condiment from a Product e Select Products Products e Find the product you wish to remove the Condiment from e Select the Profile tab A e In Condiments Select the next to the option you want to remove e Select Save d You can have a maximum of 3 condiments attached to a product and each condiment can have a maximum of 16 options These print on remote printer tickets only 22 d Menus Menus are buttons on the tills that display predefined products e g all pasta dishes or all type of shoe How to create a new Menu e Select Products e Select Menus e Enter the unique menu number you can see the last one used by looking in the drop down list e Press Enter if you wish to create this Menu select Yes if a Menu with the number already exists you will be taken to that record e Enter the title of the Menu e g Pasta Dishes or Trainers e Press Enter e With the cursor in
32. Operators All Operators v e Select the Transaction Type or tyoes you want to find e Select the date or the date range of the transactions you want to view if you want you can narrow this down by time by using the start and end time selections 01 2008 123 01 2008 e Chose the Terminals of the transactions you want to view if you want to see Terminal 1 select Range of Machines and From 1 To 1 The terminal is the till it was cashed off from e Select the minimum and maximum value of the transactions you want to view If you want to find all transactions leave the default as It is e Select Search GELLER The Sales Transactions Review screen will be shown with the relevant data using the criteria above we will see all sales and refund transactions on all machines by all operators between 16 1 and 23 1 Sales Transactions Review Drag a column header here to group by that column ReportDate Date Time Transaction aunt Oper 9 01 2008 18 01 2008 1001 01 00001 89 00 Van Sale 18 01 2008 17 01 2008 15 27 001 01 00002 43 00 Manager Sale 18 01 2008 18 01 2008 11 14 001 01 00003 21 00 Manager Sale 20 01 2008 18 01 2008 13 59 001 01 00004 300 00 Manager Sale 20 01 2008 18 01 2008 14 09 001 01 00005 600 00 Manager Sale 20 01 2008 21 01 2008 09 45 001 01 00006 9 00 Manager Sale 21 01 2008 21 01 2008 09 46 001 01 00007 9 00 Manager Sale 21 01 2008 21 01 2008 09 47 001 01 00008 300 00 Manager Sale 21 0
33. TT e Select the number of labels required Labels SCH 3 e If you do not E labels for products marked as on stop tick the box Skip On Stop Products e Select muumuu nanmanna nnna nnna nnn nnn nnna nnan nnan nnan nn nnn annann nnn annn nnna nnna nnn nnna ninan nnn ninn nnn nnn nnna A The following message will be displayed Generate Labels Generate Labels for Department Draught lf correct Press Yes You will then see the following Labels Generated e WI 2 Generated Successfully Once you have selected all of your departments and number of labels select Close The following screen will be displayed Print Shelfedge Labels EN You have 2 labels waiting for Printing E Select Label Type No Label Preview e Select the label type from the list on the left e To preview the labels select Preview e To Print the labels select Print Exit and Clear will take you back to the Database options screen Credit Notes Credit Notes are a form of refund by effectively putting the person in credit and issuing a receipt for the credit amount Issuing a Credit Note e Refund the items that you wish to issue a credit note for e Select SUBTOTAL e Select CreditIssue The Credit Issue details screen is displayed Credit Issue Extra Details Cancel z 1j2 3j4jsjej7zjsjojof QjwjEe R T Yyjuji o P s AJS D F G H I K L amp em Z x c v B N Mm se e Enter the orig
34. V ANI SAC HOM WEE 70 W OIG ENUre WANS GU OM EE 71 Bt e KON ee E ee ee 71 Refund Current Transachon 72 Kleer 72 FG QU eeea tees vances E audiewesateuousadieusereesvauaaiasones 73 AIT MI icroarssictanraapep once ciate coats nuda aang eetelatebatenmasadiesnieiad aulsn eden soaaiteiensudanangwouatvensnaseamuantet eaecedeten 74 PICe atc l9 6 ie ee eee 75 Terminal een 76 Cunene rAd EE 76 OENE EE e A E E EE A E EEE 76 OUD Re 76 Product SdlES oieracea Ka aa EE aA EAE a NiE D ARa EASE E Ea 76 OS COMI OT E 76 Charge NET TE 76 ME IVS IV VN MA EE 76 aler 77 BE 77 Weekly Sales By Day 77 Consolidated Weekly Sale oae E 77 deS By FENO MEN 77 Sales Cece a EAE AEE a 78 Operator Sales cccccccccccssecceceeeeeeeeeeeeseeeeeseeeeeseeeeeeseeeeseeeeesseeeeeseeeeesseeeesseeeeeas 78 ueeerrreereeereeereererrrrrerEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEKEeeeeed EI gellen ER FPOGUICE Sales IN COOM accesceecascacessencncesacnsssausaseeaes cca sacecasneneaaacntaccostaeeia
35. aeeaaeeneeneenesaaeaneenneneseasaaeeneenseneeaaeaneeneenesesnaeeneenssaesaasenseneenesnesaeeneeneeaeeauseneensenesaasaaeeneeneeaesnaeeneeneenesanenaeeneenesnesaaseneensenesaasaeeneeneseenaeeneeneenesaesaaneneenesaesaaeeneeneenesansnaeeneenesansaaseneeneenssaeenanensenesnnsngeensensenssnusnusensenssnuenusonsensenssnas Customer Orders Create a New Order e Select Customer Orders F You will be asked to confirm the creation of a new order Y Create new order 001 000005 Select Yes The Customer Stock Order Screen is displayed Customer Stock Orders 001 000009 Copy A C address to delivery address e Identify the customer e Select UE s Ema Product Deposit Details The ep culls page is decayed G Customer Stock Orders Order Ref om 000009 Ma a Customer Details Product Deposit Details Plu Description Unit of Sale __Qty Unit Price Discount ____Total Comment ai Co Km Insert product Edit product Remove product Date Amount Transaction Tender Order Total 0 00 Tax Amount 1 34 Less Deposit 0 00 Balance Due one e Select Insert product The product search box will appear Account Order 001 000006 Plu FOSTERS 7 Description Fosters Q Unit of sale EACH D Unit price 3 00 4 Quantity i Discount 0 00 or ak Total price 3 00 Comments E e Enter the PLU or description Select the quantity Enter any disco
36. ave You can have a maximum of 3 Questions attached to a product next to the option you want to remove Customer Display Pole Display The customer display allows you to create messages to be shown at different statuses of a terminal Create a message e Select GO Utilities e Select System Menu e Select Customer Display This will show the Customer Display Messages Screen Customer Display Messages Please use next till Tt Geller Business Machines Ee e Enter the text you want to appear on the Customer Display depending on the status of the terminal You can have a maximum of 20 characters on each line Saving Changes e Select TI If you do not wish to save changes made select Exit Operators Operators are till users who are or are not given permission to carry out functions on the tills To create a new Operator e Select yo Utilities e Select Operators A blank Operator record will be displayed Operator Setup NEW OPERATOR Allowed Terminals Sales Mode Functions 11 DREEREEEIEEOER E Q WIE RIT Y U 1 LO P o alsipirlelni All tle ARGEN e Enter the Operator name and press Enter if the name already een exists you will be taken to the record if not you will be asked if you wish to create the new operator e Tick the Display Button option if you want the operator name to appear on the log on screen Manager e Tick Allow Reports if
37. ayment method to be refunded to e g Cash In the deposits screen the deposit will be listed as refunded 23 01 2008 ER 1 000326 REFUNDED Cash e Select Close This will return you to normal sales mode back on again if you do not want the customer to be attached to the current transaction The customer is still identified at this point you need to sign off and You cannot refund or redeem a used deposit Print a Deposit List e Select kg a p a GELLER Redeeming a Deposit e Identify the Customer e Select Deposits The deposit screen is displayed g e Deposits Deposits OO aS Fred Backhurst Drag a column header here to group by that column Tender Date Amount Transaction 23 01 2008 10 00 001 01 00036 Cash 23 01 2008 10 00 001 01 00033 USED Cash 23 01 2008 10 00 001 01 00031 USED Cash Unused 10 00 e Highlight the deposit you want to redeem e Select Confirm that this is the deposit you want to redeem Confirm Redeem 2 Please confirm Redeeming this Deposit of 10 00 e Select Yes You will be asked if you want to redeem any other deposits on this sexe transaction Redeem More vd Do you wish to Redeem any more Deposits Saying NO will return back to Sales If you do press Yes if not press No The Deposit will appear as a ve on the transaction pane e Complete the transaction You can redeem a deposit before starting the transact
38. cases delivered e Select C Accept The product listing page is displayed with the new product on the delivery Edit an Item The edit item button gives the same option as double clicking a product Goods inwards litem 2 From here you can change gt The Case Qty In number of cases delivered gt Case Qty if the case size was different from the standard gt Case Cost if the case cost is more or less than in the product record Goods In Goods In is used to record delivered stock from Suppliers This is a mandatory part of the Stock In process for the system to be able to calculate stock levels reorder values and discrepancies it must know how many of each product has been delivered If using in conjunction with Orders please refer to the Stock Orders section of the manual Creating Goods In e Select Stock In Out e Select Goods In The Goods In Listing page is displayed this shows any outstanding deliveries to be accepted in e Select Immediate A blank Goods In page is displayed Goods In Goods In Listing 22 01 2008 v Document Import from mam L SE HAND HELD De Select the Supplier from the Supplier drop down box kl e Enter the supplier ref if required this may be the delivery note number e Select the date of delivery e Add any comments in the comments box Select the Product Listing page this will be blank e Select Add Item The following search box is displayed Goods Inwards It
39. ct Listing tment Ref New Adjustment Referen eend of year a a lO FOSTERS Fosters e DN _ k mr lt e n P Ee a lle A b a e In the Reference field enter the reference number or comment for the adjustment being done e Select Add Rem The Stock Adjustment Item number screen is displayed Stock Adjustment Item 1 FOSTERS Fosters Ze 1 000 i EI H e Enter the PLU or description or use the search if you do not know the full PLU or description d The unit cost is read through from the product record so it s important to keep this updated e Ifthe stock level is increasing enter the number in the Quantity In field e Ifthe Stock Level has decreased enter the number leaving stock in the Quantity Out field e Select OK The product will appear in the Stock Adjustments screen Stock Adjustments Stone Adjust Listing New Adjustment R Item No Du Description nit Cost ty Inf Oty Out Fosters 0 2 FOSTERS WOU Information Edit tem p i Ml pe A TA SS To add more items to the adjustment e Select Add Rem Repeat the process until you have all the adjustments you want to make recorded e Select EE Update Stock GELLER A confirmation screen will appear Adjust Stock Adjust the products listed This will adjust the product items listed with the adjustment quantities 4 stock adjustment receipt will be generated Proceed If yes is selected the fol
40. cted Verify the details of the order are correct e Select Once you have selected finalise you cannot Void or Reverse the transaction ueeerrerereeererereererrrrrerEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEeeeeed You will be asked to confirm you want to finalise the order Sexes Finalise Order d i e 1 Finalise this Order Are you sure e Select Yes The order product and deposit details if applicable will be displayed in the transaction pane with the outstanding amount to be paid or monies owing to customer Qty Description Fosters 3 3 00 9 00 Price Complete the transaction Before the tender type has been chosen you can add products to the transaction Tesasseceeneeneencangneneeneensenasoneeneeneenssaeeneeneenesaasaneeneensennenaeeneeneenssaasaneeneenesaaenanenseneenssaasanseneenesansaaeenseneenesaeaneeneenesnesaaeeneenesnesaaeanseneenesesaaeeneenseaesaeaneeneenesausaaeensenesnesasaneeneenesaasaaeeneeneen
41. ction has been completed you can look up the information by using Serial Tracking Looking up Serial Tracking transactions GELLER From the Back Office e Select Sales Review e Select EE H Serial Tracking H D Neccccvccscccccscccessecessscesssscecsssoesesecessseossss The serial tracking screen is displayed Serial Tracking DateTime Name Address Product Description Serial Number 18 01 2008 Dddddd GUN 1 TTTTG 14 16 Gun 18 01 2008 Dddddd GUN SA ee i a 14 16 Gun 18 01 2008 333333 GUN 1 12346 14 00 Gun 01 01 2008 e 18 01 2008 D w By default all transactions are displayed but you can narrow down the list by date range sort by date name PLU description serial number and receipt number or use the open search for a specific transaction Mail Merge Wizard Mail merge wizard is a tool to export data held in the Account and or Customer database to a csv file To Export Data e Select G Utilities e Select Mail Merge Wizard The mail merge wizard Step 1 page is opened Mail Merge Wizard Step 1 Choose Data from which to Mail Merge f Accounts C Customers C Bookings Cancel d Prev Step s a aa i e Select the data group you want to capture the data from e Select Next Step Step 2 is displayed GELLER Mail Merge Wizard PEELE EEL e Step 2 Choose Mail Merge Criteria V Customer ID M Customer Group M Date o
42. d it will produce a receipt Suppliers Creating new Supplier e Select gt Products e Select Suppliers A blank Supplier record is displayed a Supplier Details Supplier Details Edit By Grid Comments Previous e Inthe supplier code field enter in the unique supplier code this can simply be 001 if your suppliers do not use codes e Press Enter if you wish to create this Supplier select Yes if a Supplier with the code already exists you will be taken to that record e Enter the company name in the company field Ee __ this information will be shown in the supplier list report Editing an existing Supplier e Select Products e Select Suppliers e From the drop down box select the supplier to be edited or type in the Supplier code and press enter e Edit the information as required e Select Save Deleting a Supplier e Select Products e Select Suppliers e From the drop down box select the supplier to be edited or type in the Supplier code and press enter e Select delete e lf you are sure you want to delete this supplier select Yes if not select No Condiments Condiments are extra instructions that can be added to the profile of a product e g cooking instructions for a steak or size of shoe sold Creating a new Condiment e Select Products e Select Condiments A blank Condiments record is displayed Condiments A Compulsory wv Abort i vam t eg Sege S
43. d then a receipt will be printed You may have product countdown configured this is a number displayed by the product that advises the user how many are in stock it will only display if the figure is positive Fosters 144 Functions The illustrations used in the Sales mode section may not reflect the layout of your tills exactly e g the colour size and wording on the buttons may be slightly different depending on how your system has been configured Some of these functions may not be available depending on specifications given to your dealer Fixed Discount e Ring the items through e Select Staff Discount This will discount the transaction by the predefined amount Item Discount This will apply a discount to the last item on the transaction You can either discount an item by sell for a reduced price or take an amount off e Ring the item through e Select item Discount Enter the amount e g 10 e Select either this will reduce the item selling price by 10 this will sell the item for 10p this will take 10p off of the selling price ueeerrerereeererereererrrrrerEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
44. der e Recall the order e Highlight the item to be removed e Select Remove product Repeat the process until all the required products are removed from the order To save the order e Select Save This will save the order for collection at a later date Amending a Product on an Order GELLER e Recall the order e Highlight the product to be changed e Select Edit product The product order details will be shown Account Order 001 000006 Change the required information When editing a product you can change gt Unit of Sale gt Unit Cost gt Quantity gt Discount gt Comment Save the order To Print the Order e Recall the Order e Select e To Print a Mini Statement e Recall the Order e Select Deleting an Order e Recall the order e Select Delete You will be asked to confirm the deletion of the order Delete Order x 2 J Delete Order 001 000002 lt Yes e Select Yes You cannot delete an order with a deposit attached you must refund the deposit first Adding a Deposit to an Order e Select the order you want to add a deposit to On the Product Deposit Details tab e Select The calendar will appear Select Collection Date January 2008 Sun Mon Tue Wed Thu Fri 30 31 1 2 3 4 6 7 8 9 10 11 13 14 15 16 17 18 20 21 22 23 25 27 28 29 30 31 OO Op P wh d C Today 24 01 2008 Cancel e Select the date that the order will be collected e Select TTT A
45. e Graphical representation of hourly sales by transaction count Mix and Match e User defined period totals e Mix and Match offers used e Number of times fired e Discount Given End of Day Each till must be declared at the end of the day shift Reports e Select FARRER REE EERE EEE EERE EERE EEE EEE EERE EERE EEEEEE SEER EERE EERE EEEE EERE EEE EEE EEEEE EEE EE EEEE ESHER EEE EEE EEE EE EEE EE EEE EEE EES D H End Of Da H FERRER eee REE E EE EE EEE EEE EEE EEEEE EERE EERE ESSE EERE SEER EEE EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE SESE EEEEEES HERES SEES SEES Cash Declaration This is configurable and may not be switched on it allows you to reconcile your cash and drawer figure on each till at end of day The amount declared is the total amount of cash cheques cards and other tender types in the till and includes floats entered Tender Declaration Cash Declaration e Enter either the number of notes in the count box OR the value of ee the notes in the value box in the non cash section enters the value against the tender type you may also enter the number as well but this is not mandatory The cash and declaration totals will be automatically calculated e Select Or Tender Declaration Clear All e Select Declare The Select Date box is displayed Select Date For Current Transactions January 2008 Sun Mon Tue Wed Thu Fri Sat 1 31 1 2 3 4 5 2 6 7 8 a 10 Gp 12 3 13 14 15
46. e as well please also refer to Stock In Out section of the manual before saving the item e Select P Products e Select i on mm _ 98 ek E Products A blank product record is displayed Product Items ln By Group Dept By Supplier Units Of Sale a Edit By Grid Next Bottom Last j Delete Exit Top e e Enter the PLU number barcode or if not being used in conjunction with a scanner enter the name of the product this is limited to 14 characters defaults to uppercase and is shown on reports 12 Press Enter if you wish to create this product select Yes ifa eer kl product with the PLU already exists you will be taken to that record e Enter the description of the product this is limited to 30 characters and Is shown on reports e Inthe price levels section enter the retail price for the relevant sale sizes and price levels e Select the Profile tab e From the drop down list select the department the product belongs to e From the drop down list select the supplier e Select save d lf the Department or Supplier does not exist select Add and you can add them straight in to the database Editing existing Product e Select B Products e Select e Enter the PLU or description of the product or use the search boxes and press Enter The Product record is displayed from here you can edit information such as prices reporting department name d The PLU field cannot
47. ect the Product Listing tab GELLER Goods In Goods tn listing pepe BE Teta gis EL aer Outst OTTLE COK Bottle Coke 5 36 00 Sortby LineNo C sortbyPLU Sort by Supplier Code m Accept Accept All Document J Import from me Reprint HAND HELD GA If the delivery was correct e Select Accept All Outstand e Select Accept In The accept goods in message will be shown Accept Goods Accept the goods listed This will update the stock items listed with the quantities received goods inwards receipt will be generated Proceed lf the product and amounts were received say Yes if not say No assuming you select Yes you will be asked if you want to print a goods in document Enuunan nanmanna annann nnn ninnan nnn nnn nnn ninn nnn ninn annann nnana nnan nnn nnn nnan nnna nanninannan nnna ninn nnn nnn A Print a 2 Print the Document The Goods in page will be displayed again but the Order you have just booked in will not be there If the delivery Qty or Cost was incorrect When the Goods In page is displayed select the Product Listing tab Me In Goods tn isting Se No JP Supp Code lt i oo 1 BOTTLE COKE SE oke a 36 00 A 1 E Accept AN i a S K G Document E i _ Import from Reprint ke HAND HELD i e Double click the product which was not delivered correctl Goods Inwards Item 2 Outstand FILLET STEAK
48. eeeeeseeeeseeeesaeeesseeeesaeees 140 Punga Customer ln E e e EE 140 elle La COMMING EC 140 View Deposit History ccccccceeccceeeeseeeceeeeceeeeeeeeceueeseueeseeeeuseseeeeseeesseseseeeenees 141 Transaction Overview EE CUSTOMISE TOUNO saren nA E T E ER E A 143 AONO a NCW TOUD soea oE E E soeneeercansens 143 Deleting AO WE 144 CU Omer O O cee ee E ee eee 146 Creat a New a 0 EE 146 POG te Ee EXI SURO OLOT ssncseseansesencensasteaapeconaes sca sacquasacanpaaantesanetseeanneamsacanaaanten 148 Remove an Item from an Order 150 Amending a Product on an Order s neennnennnnennesenennnrenrrreorrrnsnrrrrrrrrnreeenrensnne 151 TOFAN NE ele EE 151 To Print a Mini Statement sossarna nnan a a a aE 151 Deleting an Order 152 Be s RE once E E EA EEA tans 153 Setting Up a Customer for Loyalty Dscoumt 153 Loyalty Points TEE 153 COMENS errs aaente arses arene tree EE E EEE EE AEEA E E A E EEE 154 Adding Text 154 EE EE 155 PUTA RODO e S E ces 155 Customer on the Terminal c ccccccccsssececceeeceeeeeeeceeseeeeeeeseeecesseeeeeesseeeeesaaeeees 156 Belger 156 ISSUING a Credit e EE 156 Using Redeeming a Credit Note cccccccssecccceeececeeeceeseeeeseeeeeseeeeesseeeessaees 157 DODOS EN 159 TAKATA DODO E 159 Refund a Deposit ccc cccecccceeeeeceeeeeeeeeeeeceeeeeceaeeeseeseeeseueeeseueeessueeeesaueesseseesaaes 161 Pie DEDOS LIS onorar E E E E R 162 Kiel Une EC HE ne E 163 lte 165 KEE ege 165 POG toan EE
49. em 1 Abort Use the PLU or Description field to search for the product you want to add to the delivery once the product has been selected the Case Qty and Case Cost will be read through from the product record e Inthe Case Qty In field select the number of cases delivered e Select vi Accept The product listing page is displayed with the new product on the delivery Repeat the process until all products from the supplier have been added to the listing page Goods In P Tosin a i i See i Pu Supp Code a eT Se ee 1 BOTTLE COKE Same ake Ir l 2 FILLET STEAK Fillet Steak Ei mm Hide Completed Lines ss Edit Item ap Del Item Accept In Print Total Cost 287 00 s Document l _ Import from l i Accept In The accept goods in message will be shown Accept Goods Accept the goods listed This will update the stock items listed with the quantities received goods inwards receipt will be generated Proceed The Goods In number allocation message will be shown New Goods In Created j Goods In number allocated 001_00002 lf the product and amounts were received say Yes if not say No assuming you select Yes ra will be asked if you want to print a goods in document 2 Print the Document If you select Yes the document will print if No is selected the Goods In Listing page will be shown Goods In Page The Goods In page
50. esaeaneeneeneseasaaeeneeneeesaaeaneeneenesaesnaeeneenesesasenseneenesaeenaeeneeneeaesaaseneeneenesesnaeeneeneeaeeaasenseneenesnsnaeeneeneeesaaseneeneenesansaeeneenesneenaeeneeneenesaasaaeeneenesassaaeeneeneenesansnaeeneenesaesnaseneeneenssausnanensenssansngeensensensengsngsonsensensengsonsensonssnas On Stop A customer may be set to a status of On Stop if they are overdue with account payments for example What happens on the till Once the customer has been identified you will see the following message Customer On Stop Ke Customer Code 001 Fred Backhurst This customer is on stop e Select OK You will be taken back to the transaction screen d You cannot associate a customer with a transaction until the status of On Stop has been removed Loyalty Making a Sale with Loyalty e Ring through the items to be sold e Identify the Customer This will display the customer profile page on the Loyalty point tab you can see an overview of the points e Accept the customer You will be asked if you want to apply the customer discount to this transaction Use Customer Discount 4 This Customer has a Discount of 10 00 Do you wish to Apply it to this Sale Je e Select Yes or No depending if you want to apply the discount Redeeming Points e Select SUBTOTAL The Redeem Points screen will be displayed Redeem Points Fred Backhurst Redeem Loyalty Points Select e From the list highlight the n
51. esnesaeeneeneeaeeauseneensenesaasaaeeneeneeaesnaeeneeneenesanenaeeneenesnesaaseneensenesaasaeeneeneseenaeeneeneenesaesaaneneenesaesaaeeneeneenesansnaeeneenesansaaseneeneenssaeenanensenesnnsngeensensenssnusnusensenssnuenusonsensenssnas GELLER emm men CC mm 15 00001 10 00 09 15 e Select the transaction to be recalled e Select V Recall The transaction is recalled to the transaction pane as normal muumuu nanmanna nnna nnna nnn nnn nnna nnan nnan nnan nn nnn annann nnn annn nnna nnna nnn nnna ninan nnn ninn nnn nnn nnna A Product Search Product Search can be used when you cannot find a specific product on the terminal e Select Product Search e Enter at least one character of the PLU or description e Select Enter The results page is displayed Search Result O EE t SOUP Soup Show Retry Dic ee Select Product e To sell the product press the Select Product button e Retry will take you back to the search entry page e Abort will exit from the Product Search mode If you cannot find the product using the search facility try un ticking GELLER Product Enquiry Product Enquiry can be used when you need to know certain details about a product the information you see is configured by your dealer so every system will be different e Select Product Enquiry The Product Enquiry Stock Details Page will be shown Enquiry Stock Details i SE Produc
52. etails e Select SUBTOTAL e Select CreditIssue The Credit Issue details screen is displayed Credit Issue Extra Details Cancel 1j2 s 4jsjej 7zjejo of QiWIE R T Y U 1 O P ww Als D F GiH J Ki Lie z x c v B N m we e Enter the original receipt number e Enter Comments as required e Select Accept e Complete the transaction Using Redeeming a Credit Note e Ring through the items on the transaction e Identify the customer e Select SUBTOTAL e Select CreditRedeem The Credit Note Search page will be shown 23 01 2008 23 01 2008 3 00 23 01 2008 3 00 23 01 2008 3 00 23 01 2008 3 00 23 01 2008 3 00 Fred Backhurst 23 01 2008 6 00 1j2ja3j4jsjej7jsjojof QjwjE R T y ujijo P se AlS DIFIGIH Ji Kl rer Z x c v B N m ve e Select the credit note to be redeemed 157 Accept e Complete the transaction If the Credit Note you have selected is not attached to the identified customer the following message will appear Warning That Credit Issue is not For this Customer Are you sure A credit note can be used as a Part Payment GELLER Deposits Deposits are more commonly used to take an amount of money prior to an event or goods being received Taking a Deposit e Identify the Customer e Select Deposits The deposit screen is displayed 2 Deposits Deposits Fred Backhurst 2 Drag a column header here to group by tha
53. f Birth F Product PLU Product Department l Products Sold Between Dates DTD pen m e Tick the selection criteria you want to chose from e Select Next Step The mail merge confirmation selection screen is displayed Mail Merge Wizard Step 3 Confirm Selection Customers Data Selection by Customer ID Customer Group Customer Date of Birth H ZC Prev Step Next Step 8 x a muumuu nanmanna nnna nanninannan nnna nnan nananana nnn ninnan ninnan nnan nnn nnn nnan nnn nnan nnan annn ninnan nnn ninn nnan nnn na A Caen ee The Customer mail merge screen is displayed Mail Merge ENN Customer Mail Merge SS EE Customers Customer Groups From 100 From Over 60s d To 100 To Over 60s Birth Day ignore year From Date 01 01 2008 To Date 18 01 2008 01 01 2008 4 8 01 2008 d d J SE d The search criteria you selected will be available e Narrow down your customer criteria if relevant e Select A ae will the number of records found matching the criteria vile J There are 1 Records to Export Proceed e lf you want to proceed with the export press Yes if not press no If Yes is selected the following screen is displayed muumuu nanmanna nnna nnna nnn nnn nnna nnan nnan nnan nn nnn annann nnn annn nnna nnna nnn nnna ninan nnn ninn nnn nnn nnna A GELLER tJ Open Look in 3 Desktop v gt 2 pgo d
54. from the Operator list Receipt Set Up Setting the Header and Footer for Receipts e Select y Utilities e Select Receipt Setup This will display the Receipt Set Up screen eS Geller Business Machines Large Double Width Height Touch Software Normal Single Width Height S Receipt Setup 14 15 Fairway Drive Normal Single Width Height 7 Greenford Normal Single Width Height L Pe 8PW Normal Single Width Height Normal Single Width Height M Thank You Large Double Width Height Sr Demonstration Copy Large Double Width Height www geller co uk Normal Single Width Height Normal Single Width Height z e Type the desired text into the relevant fields and select the text size from the drop down boxes on the right e Selecting Print will print a copy of the text e Selecting View will display the text on screen as below Tesasseceeneeneencangneneeneensenasoneeneeneenssaeeneeneenesaasaneeneensennenaeeneeneenssaasaneeneenesaaenanenseneenssaasanseneenesansaaeenseneenesaeaneeneenesnesaaeeneenesnesaaeanseneenesesaaeeneenseaesaeaneeneenesausaaeensenesnesasaneeneenesaasaaeeneeneenesaeaneeneeneseasaaeeneeneeesaaeaneeneenesaesnaeeneenesesasenseneenesaeenaeeneeneeaesaaseneeneenesesnaeeneeneeaeeaasenseneenesnsnaeeneeneeesaaseneeneenesansaeeneenesneenaeeneeneenesaasaaeeneenesassaaeeneeneenesansnaeeneenesaesnaseneeneenssausnanensenssansngeensensensengsngsonsensensengsonsensonssnas Geller Business Mach To
55. inal receipt number e Enter Comments as required e Select Accept e Complete the transaction GELLER Using Redeeming a Credit Note e Ring through the items on the transaction e Select SUBTOTAL e Select CreditRedeem The Credit Redeem Details page will be shown Credit Redeem Details 001 01 00006 e Enter the Credit Note Number The credit note number can be found on the credit note issue receipt or you can use the amp as a search function make sure you verify the details of the note you are redeeming e Select Accept e Complete the transaction A credit note can be used as a Part Payment Stock In Out To use the stock facility the products PLUs must be set up this manual assumes the product exists in the database and units of sale have been created You can enter the stock details when creating the item the process does not have to be done separately Setting up a Stock item e Select B Products e Select Products Find the product record you want to set as a stock item Product Items MARS BAR SS Create Next 36 00 7 20 Vat Rate 1 17 5000 e Inthe Case QTY enter the number of sale units in the case you een purchase e g in a box of 36 Mars Bars there are 36 items in a 70cl bottle of Vodka selling at 25ml shots there are 28 e n the case cost enter the cost price of the case The Unit cost will be calculated automatically e Inthe Quantity field for each un
56. ine e Select d SPLIT BILL The products appear on the transaction screen the bill can now be paid Moving products to another table e Recall the table e Select The Split Bill page is displayed Description 1 Fosters 2 Bottle Coke 3 Fosters Bottle Coke 5 Soup 6 Melon Fillet Steak 8 amp 8 Roast Chicken SPLIT BILL e Select the items to be taken off of the current bill by clicking on the line e Select d SPLIT BILL The products appear on the transaction screen e Select e Select the table number you want to move the items to e Store the table Tesansnneeneenesncengneneensensenesnneeneeneenssneeneeneenseanseneensenesansnaeenneneensenasnneeneenesaaeaseneeneenesaasaneeneenesaaeaseneeneenesaasnneeneenesaeeaeeneensenesnusnneeneenesaesaaeenseneeaesnesanseneenesaesaaeeneeneenesasaneeneenesaesaaeeneeneenesaasaneeneenesaeeaaeeneenseneeaasenseneenesnaenaeeneeneeaesaasenseneenesaeeaaeeneeneeesaasauseneenesaesnaneneenssaesnaseneeneenesansnaeeneeneenesaaseneeneeneseasnaeeneenesesnaeeneeneenesaesaaeeneenesaesaeeneeneenesaaenaseneenesaesaaseneensenssausnaseneenusnsangsonsensenusausngeonsensenusnusonsensenssnas Product Search Product Search can be used when you cannot find a specific product on the terminal e Select Product Search e Enter at least one character of the PLU or description e Select Enter The results page is displayed Search Result o ELE te SOUP Soup Show Ret
57. ion or at the end GELLER Orders Orders are used predominantly for forward ordering e g a bakery may have customers coming in and placing orders for the following day Orders can be used in conjunction with deposits Create a New Order e Select Orders Create New Order YQ Create new order 001 000005 Select Yes The Customer Stock Order Screen is displayed Customer Stock Orders 001 000005 e BA it EE ee Copy A C address to delivery address a WE e Identify the customer e Select muumuu nnna nnana nnan nnn nnna annn annn annn annann nnn nnna nnn nnna nnna nnn nnani nnan nnn nnn nn SA The following page is displayed Plu Description Town of Sale Tel Unit Price Discount TotallComment gie Insert product Edit product Remove product Date Amount Transaction Tender em Order Total 0 00 Tax Amount 1 34 Less Deposit aoe Balance Duel 0 00 Mini Statement Refund am Insert product The product search box will appear Account Order 001 000006 Pid FOSTERS a Fosters q Unit of sale EACH Unit price ELE Quantity Discount 0 00 or 0H Total price 3 00 Comments f Accept Abort K Enter the PLU or description Select the quantity Enter any discount to be applied in either amount or Enter any comments in the free text field Select Accept GELLER The customer order screen is disp
58. it of sale and price level you have set up enter the number taken from stock each time one is sold e g if have a unit of sale called double for vodka the quantity out of stock would be 2 In the Inc Price field enter the price you sell the product for if it is not already there The Profit Margin and Ex Price will be worked out automatically Make sure you have the correct VAT Rate applied Remember once you have set up your item for stock when you sell it will start deducting from stock levels and the system will allow you to run in a negative stock so you will need to do a count to ensure your figures are accurate To set up a recipe item A recipe item is used when selling a product that is made up of more than 1 item e g Lager Shandy so the Stock takes are accurate we must tell the system how much Lager and how much Lemonade is in the product e You must have your products Lager and Lemonade set up as above e Add Carlsberg Shandy as a PLU e Select The recipe page is displayed Product Items CRLSBRG SHNDY Drag a column header here to group by that column Qty Cost l 0 00 E 0 00 e Select Add This enables the product selection box sn the select the first product you want to add as part of the recipe and press 2726 111 Tesasnnceeneeneenssngseneeneensennseneeneensenesnneeneensenssnaseneeneenseauenaeenneneenssnasnneeneenesaasaaeeneeneenesaasenseneenesaasausenseneenesnasaneeneenesnaeaeeneeneenesaas
59. layed with the selected product line entered Description Unit of Sale Qty Unit Price Discount Total Comment 1 EACH 2 3 00 0 00 9 00 Repeat the process until all the required products are on the order To save the order e Select Save This will save the order for collection at a later date Add to an Existing Order e ldentify the customer e Select Orders The customer orders search screen is displayed Customer Orders Search Fred Backhurst 001 m e Highlight the order you want to add items to 167 e Select The order page is recalled e Select Insert product The product search box will appear Account rder 001 000006 Enter the PLU or description Select the quantity Enter any discount to be applied in either amount or Enter any comments in the free text field Select Accept The customer order screen is displayed with the selected product line entered Customer Stock Orders 001 000002 Ji S Plu Description Unit of Sale Qty Unit Price Discount Total Comment 1 OSTER Foster EACH 3 300 000 9 0 FILLET STEAK Fillet Steak EACH 2 15 50 0 00 46 50 You will see the order summary box has updated Setter Order Total 55 50 Tax Amount 9 61 Less Deposit EE Balance Due Repeat the process until all the required products are on the order To save the order e Select Save This will save the order for collection at a later date Remove an Item from an Or
60. lowing screen will appear New Stock Adjustment kd j Stock adjustment number allocated 001_00002 e Select OK You will be asked if you would like to print the document for your records answer Yes or No You will be returned to the Stock Adjustments screen Stock Adjustments Screen The Stock Adjustments page can be viewed by choosing criteria to display Product isting Yon Updated Only Updated Only All Adjustments g By Adjustment Id Ka Sv Date The default display is Non Updated Only however you can change this by using the radio buttons From the radio buttons you can narrow down the selection to gt Updated Only shows only Updated Adjustments gt All Adjustments shows Non Updated and Updated You can sort the list by gt Adjustment ID gt Date The buttons down the side of the page will change depending on the status of the highlighted entry if the entry is pending Non updated you will see Edit Adjustment Delete Adjustment and 134 lf the entry is Updated you will see View Adjustment Delete Adjustment and Edit an Adjustment Highlight the adjustment to be edited e Select Edit Adjustment You can either add an item to the adjustment by selecting Add item Or you can edit an item on the adjustment by highlighting the item and selecting eh Edit Rem Or by double clicking on the item line From here you can gt Change the cost price gt Change the number In gt Change the nu
61. m the product record single product or from database multiple products Printing from the Product Record e Select e Select In the Labels section x Ce TR ese Pe ven e Select the button for the type of label required Print Shelfedge p Print Product Once you have selected the type of label you want to print the following screen will be shown Shelfedge Label Export Shelfedge Label Export ll g BOTTLE COKE Og Bottle Coke Product Label Export Product Label Export e 8 BOTTLECOKE Bottle Coke o The PLU and Description is carried through from the product record so this is the information that will print on the labels e Select the Quantity of labels required Printing from the Database This is for printing labels for a whole department e Select yS Utilities e Select System Menu e Select Database e Select Generate Labels GELLER The generate labels screen will be shown CES Generate Labels Generate Labels a Drag a column header here to group by that column Code Department GUNS Guns SOFTS Softs STARTERS Starters ie Shelf SE Labels Thais per acht i o pent Zero bee Pa Prodacttab S ach stock level eiri of oe i cae dbp On Storn D ge Click on the Department you want to print labels for Select the type of label you want to print Shelf Edge Labels FEE EEE EERE EERE EEE EEE EN e Product T
62. mber Out You can only edit an adjustment if it is pending Delete an Adjustment Highlight the adjustment to be deleted e Select Delete Adjustment The delete confirmation message will be shown Delete all information for stock adjustment ref 001_00004 Proceed If you want to delete the adjustment press OK if not press No GELLER View an Adjustment Highlight the adjustment you want to view e Select View Adjustment The Stock Adjustments page will be shown Stock Adjustments Stoel Adjust Listing 001_ 00002 Qty In Qty Out FILLET STEAK Fillet Steak You can print the document at any time when you see this icon Print muumuu nanmanna nnna nnna nnn nnn nnna nnan nnan nnan nn nnn annann nnn annn nnna nnna nnn nnna ninan nnn ninn nnn nnn nnna A Customer Back Office Customers Customer is a module to manage customers it can be used with or without loyalty and is also used in conjunction with orders Creating a New Customer e Select i Customer e Select Customers A blank Customer Details page is displayed Ki Customer Details Sele Customer Details Random Customer ea Keyboard Edit By Grid N WR Es e Enter the customer code The customer code is a unique ID associated with the customer decide on a coding system before you start to create customers The customer code has a maximum of 20 characters and can be alphanumeric e Select Enter If the Custome
63. mmission The Commission Personnel Rates screen will appear Commission Personnel Rates e Highlight the name of the user you want to edit by clicking on it e Select Edit The Commission Name screen is displayed Commission Name e Edit the required information e Press Enter GELLER Saving Changes To save any additions or any changes made from the Commission Personnel Rates screen e Select Save i lf you do not want to save the changes made e Select Abort Setting Up Rates d Rates are set for all personnel and all sales you cannot set up a rate for a particular product or user e Select Zo Utilities e Select Commission The Commission Personnel Rates screen will appear Commission Personnel Rates e Select The rates page is displa ed 10 00 10 00 100 00 20 00 e Enter in the band numbers the amounts a commission rates you want to implement In this example a sale up to 10 00 will attract 10 and between 10 00 and 100 00 attracts 20 Selling with Commission Set e Select the products to be sold e Select SUBTOTAL The Commission Selection screen is displayed ES Commission Selection Commission Selection e Select the Person the commission is to be attributed to In Reports and Current Sales you can view the Sales Commission Report Current Commission Report 21 01 2008 10 00 Branch 001 Terminal 01 Name Band Rate Count Sales Commission User 1
64. move an Item from an Order e Recall the order e Highlight the item to be removed e Select Remove product Repeat the process until all the required products are removed from the order To save the order e Select Save This will save the order for collection at a later date GELLER Amending a Product on an Order e Recall the order e Highlight the product to be changed e Select Edit product The product order details will be shown Account Order 001 000006 H Loaptrf Change the required information When editing a product you can change gt Unit of Sale gt Unit Cost gt Quantity gt Discount gt Comment Save the order To Print the Order e Recall the Order e Select To Print a Mini Statement e Recall the Order e Select Deleting an Order Ee e Recall the order e Select Delete You will be asked to confirm the deletion of the order D J Delete Order 001 000002 lt Yes e Select Yes You cannot delete an order with a deposit attached you must refund the deposit first Loyalty Loyalty is used to give customers reward points or discounts off of sales Setting Up a Customer for Loyalty Discount Identify the customer you want to set up a discount for On the Profile tab e Enter the discount you want to apply to this customer in the Loyalty Discount field This will prompt on the terminal if you want to apply the discount every time you identify the customer in a sale
65. n a number of items can be grouped together e g all Starters if you cannot fit the individual items onto the page e Select the Menu button The predefined list will be displayed CES Tobacco Tobacco 10 Benson amp Hedges 10 Marlboro ae gem see Tee ff N Z VX bh e e Select the required product from the list or exit the menu e The selected product and it s price will be displayed in the transaction screen GELLER Using the scanner for products with barcodes e From Sales Mode hold the product with the barcode across the beam from the scanner e The product name and price appears in the transaction pane lf you get this message Invalid PLU Code A Product Code 11111111 is not on file The barcode is not in the product record add as a PLU Layaway This function can be used to temporarily store a transaction a Layaway can be recalled by any operator e Select Layaway e he transaction will disappear and the main screen displayed To recall a transaction that has been laid away e Select Layaway The Layaway recall screen is displayed Tesasneneeneeneencancneneensensenasaneeneeneenssnaeeneenseneeaasaneeneeneeneenaeeneeneenssaasaneeneenesaaenanenseneenesaeaneeneeneseasneenseneenesaasaneeneenesnaeaaeeneenesnesaneaneeneenesaasnaeensenssaesnaeeneeneenesausnasensenesaesasenseneenesaeeaaeeneeneenesaaeaneenneneseasaaeeneenseneeaaeaneeneenesesnaeeneenssaesaasenseneen
66. ncanteceesancnenss 78 FOUR teen 78 WEGE ae BIE ILe DAA ee ene EE eee ee ee eee 78 NOM RT 79 Casi Re Eed EEN 79 ST 82 Central Archive Sales 0 nnnannnannnannnannnannnannnnnnnnnnrnnrnnnrrnrrrnnrrnrrrnnrrnrrrenrrnrrrnnenne 82 To find a transaction from a past date 83 TO dn CR GOODY TAC CCID EE 86 To Print an AA copy of Uerecempt 86 To void the iransachon 87 To Print the Search result List from the Receipt Hrmter 87 To Print a Copy Of a Selection Of Receipts ce ececceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 88 POH OG FTO de DEE 88 Reg eeler ME 88 To Change the Current Crtera 88 SEIN Re e ln e EE 89 Set up a product for Serial tracking ccccccccceeeceeceeeeeceeeeeeeeeeeseeeeesseeeesseeeeeeas 89 Selling a Product with Serial tracking ccccccsseccccceseeeeseeeeceeseeeeeesseeeeesaeeees 89 Looking up Serial Tracking transactions cccccsesceecseeeeeeeeeeeeeeeeeeeeeaeeeeeeneeees 91 Mail Merge Ward 92 Reg rein DI E 92 Balu ue a os ees sco seeteo ce eceeteaec E E E E EE E S 96 SUING DCN SOM Cl sascccnencncaccennncacteaatensesenxcoeeeacneasdesenracie aatenessaenaaeanneasaeneusncte 96 Deleting Hersonnel 97 EANG TOT SONG I erroa n AEO E N E E O 98 ellen le een eo ee onei 99 SCUT LO RTOS ea eee ee eee eee ee ee eee eee ee 99 Selling with COMMISSION Gei 100 Seet Alt 102 FO QIOSK I eei a eee cites ead EA E AE EEA A E AA E EAA E A EA E 102 FOO OCK OU E 102 Ee 103 Printing from the Product Hecord 1
67. negative amount GELLER Refund Current Transaction This will allow the operator to refund all items on one transaction e Ring the products through to be refunded e Select All the items in the transaction will be shown as a negative The refund function will automatically add the product back in to stock No Sale The No Sale button is used to open the till drawer e g to give a customer change there is a reason menu attached to the function You cannot do a No Sale ina transaction e Select No Sale e Select the reason for opening the drawer CES No Sale Reason No Sale Reason Customer Change GELLER Paid Out The Paid Out function is for accounting for monies that have left the till during the trading day e g the window cleaner was paid petty cash for the corner shop there is a reason menu attached to the function This function cannot be done in a transaction e Select Paid Out The Paid Out window is displayed Paid Out nder Type Coach E Cancel a e From the drop down box select the reason for the function e From the drop down box in the Tender Type field select the method the person was given e Type the amount in the Amount field e The free text field is for any extra notes you may want to add e g if it was Petty Cash you could add milk into the free text field e No Of Copies is the number of receipts you want to print once the OK button has been selected e Selec
68. nneeneenesesnaeenseneenesusaneeneenesaesaaeenseneenesaasaneeneenesaesnasensensenesnaeaneeneenesaasaaeeneeneeeenaeaneeneenssaesaaeeneenseaeeaaseneeneenesaesaaeeneenEeeeaasanseneeneseenaeeneenseneeaasanseneenesaesnaeeneenesneeaaseneeneenesaesnaneneenesaesaeeneeneenesaasnaeeneenesaesnaeeneeneenesansnaeeneenesaesaaeanseneenssausnasensenesnssauennsensenssnusnnsonsenssnsenusonsensenssnas GELLER CARLSBERG wm Carlsberg mie i00lHMF E Seed E 150 In this example have told the system am taking Half of Carlsberg from stock it has calculated the cost e Select Add Find the second product you want to add repeat this process until all constituent items have been added If you cannot select the size you want to add to the recipe it is because it is not priced in the sales price levels section of the oroduct record Product Items CRLSBRG SHNDY Create Next Carslberg Shandy Drag a column header here to group by that column Qty Cost 0 50 1 50 Carlsberg 1 00 HALF 0 5 lt q m CARLSBERG E Carlsberg AE 1 00 HALF si Oya 0 50 E 1 50 70 E 2 70 j EE ee Once you have saved the PLU the following message will be displayed Update Recipe Cost YQ Update Main Recipe PLU Cost Price e Select Yes sence The Margin and Profit fields on the front of the product record will be updated 42 9900 E 1 85 GELLER Stock Orders Stock orders can be used to record incoming stock which has not yet been received o
69. nvironment to up sell so if they are selling a pair of shoes would the customer like shoe polish To create a new Question e Select Products e Select Questions A blank Questions record will be displayed 3 Questions Questions Edit By Grid Options Result Type Result Lengths Receipts e Enter the unique number you can see the last one used by looking ee in the drop down list e Press Enter if you wish to create this Question select Yes if a Question with the number already exists you will be taken to that record e Enter the title of the Question e g Over 18 or Shoe Polish e Inthe Question field type in the question or prompt e Select the type of result to be entered e g Yes No or a number e Inthe result lengths select the minimum and maximum answer length e Unique Question does it ask once in the transaction or each item that has the question attached e If this does not need to be printed on the receipt tick the Do Not Print box Attaching a Question to a product e Select Products Products e Find the product you wish to attach the Question to e Select the Profile tab e in Questions use the drop down selections to chose the options you wish to attach Geto e Select Save To remove a Question from a Product e Select Products en Products e Find the product you wish to remove the Question from e Select the Profile tab e In Questions Select the x e Select S
70. odifier eee ceeeccecceeeeeeceeeeceeceeeeesceeeeeeseeueeeesseeeesseeeeessaeeeees 41 FS E E 42 USING a men 42 Selling Products with Condiments cccccccccseeceeceeeeeseeeeeseeeeeeeaeeeesseeeesseeeeeeas 43 eebe 43 To recall a transaction that has been laid away 44 Storing to Tables ic EE 45 Se EN 47 SPAG MEBI enn nin E 48 Moving products to another table 49 Product CAN CM marn ean e EET e E E EA E A e AE AER E AaS 50 Product Enquiry cccceccceececeeeceeeeceeeeceeeeneeeseueeceeeesaeeeeueeseueeseeeaueesueeseeeeaeeesaes 51 PING er Wal Ga CO E 52 To accept Multiple Tender KEE 53 PAUNO a R OCODE EN 54 Basic User Operations Peiailt 55 To access Sales Mode from the Back Omtce 55 Signing on to Rue An E 56 WE gle Ic o E 57 FOG lege EN 58 Using the Quantity BU MOM i cssce ened woe wocteseeacdecenstunssensnodedeist oacennstedecepsbvancenserdecen steed 59 Free Text 59 Renn nnn n nnn nn nnn A Using a ben Jeer Using the scanner for products with barcodes 61 EM UE 61 Proda ci SS UCI EN 63 PEOOUCFENGUIY annette ae ene een eee eee ee ee en ees 64 FLV NG OU ANAS ACU ON EE 65 To accept multiple Tender Tvpes 66 Printing a Gift RECIPE cceccccseeceeceeeeeceeeeeeeeeeeeseeeeessaesesseeeeeseeeesseneeesaees 67 TANG A R OCOD E 67 FUNCIONO aoaea NO EAE E 68 ed DSC ee 68 Kenr RI e e a eeen E ee 68 All Discount Subtotal Discount ccccecceesesceeceseeeteeeeeteeseeeseeeeeteneeetseeeeeanes 69 e elei ENU F
71. r exists you will be taken to that record if not you will be asked if you want to create a new one Customer Details 2 Customer Code SBO1 not on file Create a new customer code e Select Yes The customer details page is enabled CES Customer Details Customer Details SBO1 Random Save Exit Adding a Customer to a Group Ee e Select Customers TTT e Identify the customer by using the customer code or name From the drop down list next to Group select the Group you want the customer to belong to d To add a new Group see the Groups section of the manual or you can add a new group from the customer record by selecting the Set Groups button Attaching a Picture e Identify the customer e Select Picture e Select e This will open up the following screen Open Picture Look in CUSTOMERS wel o a N E cropped3 jpa i Side jpg Mu Recent Hl dsc00004 jpg Documents E side view jpg ec Eitom pg e Desktop My Documents H My Computer K Customer Picture v D m My Network Files of type JPEG d e Double click on the picture you want to attach Allocating a Swipe Card e Identify the customer In the Card Info field enter the card number Entering Birthdays and Anniversaries e Identify the customer e Select The following fields are displayed e Enter the required information Putting a Customer On Stop e Identify the customer e Select
72. rders placed with suppliers This is not a mandatory part of the Stock In process as Goods In can be created as deliveries are received These orders can be faxed or sent electronically to Suppliers in some cases To create a new Order manually e Select Stock In Out H e Select Stock Orders A blank Stock Orders screen is displayed Stock Orders Stock Orders Create New Order 14 01 2008 08 57 as Open Order Created Plu Supp Code Order Qty e From the drop down box in the Order Ref field select Create New Order e From the Supplier drop down box select the supplier you are ordering the products from e Select Insert 0 0000 0 0000 0 0000 e Inthe PLU field enter the PLU field of the first product you want to add to the cy list and enter if you do not know the full PLU press the bid and the product search box will appear Product Code Search e Inthe Search for field enter a minimum of 1 character of the product you are searching for the search will find any product with that character in e g if you enter o as the search it will find Orange Fosters and Coke Bottle as they all contain the letter o Select Accept to confirm the product You can also use the Supplier Code to find the item you are looking for e Enter the number of cases you want to order in the Order Quantity field e Select Insert The product is displayed on the Order page
73. re will be an Exit button displayed to leave the menu Layaway This function can be used to temporarily store a transaction a Layaway can be recalled by any operator e Select Layaway e The transaction will disappear and the main screen displayed To recall a transaction that has been laid away e Select Layaway The Layaway recall screen is displayed Layaway Recall Operator MANAGER 00001 E 10 00 09 15 8 UP DOWN to select ENTER recall A or ESCAPE to abort e Select the transaction to be recalled e Select V Recall The transaction is recalled to the transaction pane as normal GELLER Storing to Tables Tabs Tables with table planner are used predominantly in the Restaurant environment If you are in a transaction and want to store the products to a table e Select Table Number The table planner screen is displayed Main Eating Area e Select the table number The following message will appear Open lable Y Open Table 1 To use in Sales Mode e Select Yes The following message will appear this message will appear if you are opening the table in a transaction with items being run through and not stored or cashed off GELLER Y Post current transaction items to Table 1 e Select Yes e Select Table Status When you view the table planner the table numbers may show in different colours this is referred to
74. ry Dic e a Select Product e To sell the product press the Select Product button e Retry will take you back to the search entry page e Abort will exit from the Product Search mode If you cannot find the product using the search facility try un ticking GELLER Product Enquiry Product Enquiry can be used when you need to know certain details about a product the information you see is configured by your dealer so every system will be different e Select Product Enquiry The Product Enquiry Stock Details Page will be shown Enquiry Stock Details i SE Product Enquiry Stock Details LL e Eleldellntometen S Copy product Product Code FILLET STEAK into Sales Product Description Fillet Steak Mode Group Deparment Dry Starters Current Stock 0 0000 Price 1 EACH 15 50 Price 2INONE 0 00 Max Discount Allowed 0 Operator Comments Date Last Sold Date Last Order I DEELER a QjwjEe R T yjujijo P s L Ee Bz x e v e n m se Paying a transaction When all the items have been selected and you are ready to accept payment e Select SUBTOTAL This will disolay the payments screen Total Due 20 00 20 00 Using the numeric keypad enter the amount that is being tendered e g 2000 e Select the tender type from the right hand side e g cash Cash To accept multiple Tender Types When all the items have been selected and you are ready to accept payment e Select SUBTOTAL Thi
75. s will disolay the payments screen Total Due 20 00 20 00 Using the numeric keypad enter the amount that is being tendered e g 500 e Select the tender type from the right hand side e g cash Cash e Enter the next amount to be tendered e g 1000 Cheque e Enter the next amount to be tendered e g 500 Credit Cards Printing a Receipt e Select Receipt When in a transaction or an open table and receipt is selected a bill will be printed if you have just signed in and receipt is selected the last receipt for the terminal will be printed You may have product countdown configured this is a number displayed by the product that advises the user how many are in stock it will only display if the figure is positive Fosters 144 Basic User Operations Retail The illustrations used in the Sales mode section may not reflect the layout of your tills exactly e g the colour size and wording on the buttons may be slightly different depending on how your system has been configured sales Mode is the function which allows you to run a point of sale till from Sale Mode you can carry out sales process refunds manage tabs and tables amongst other things To access Sales Mode from the Back Office e Select eg L sales Review e Select Sales Mode An example of a typical Retail layout GELLER Stationery Cards Stamps Toiletries esi Ice Cream Magazines Lottery Spirits Misc
76. t The Quantities are based on UNITS not CASES ueeerrerereeererereererrrrrerEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEeeeeed To Book an Order into Stock e Select Goods In e Select Select Orders The order will not appear in the Select Orders list until it has been Finalised The Select Orders screen will appear Select Order 001_00002 Carlsberg Tetley e Highlight the Order from the list e Confirm that you wish to extract the Order to Goods Inwards Extract Order e Confirm that you wish to extract the Order to Goods Inwards The Goods in Number allocation message is shown New Goods In Created e J Goods In number allocated 001_00002 e Select OK to confirm the number The Goods In screen is displayed Goods In Goods in Listing 001_00003 Softs Supplier D 22 01 2006 Order Ref 001_00005 Document Import from Reprint HAND HELD menge a e Enter the Supplier Reference number in the field if required e Sel
77. t Enquiry Stock Details LL e Eleldellntometen S Copy product Product Code FILLET STEAK into Sales Product Description Fillet Steak Mode Group Deparment Dry Starters Current Stock 0 0000 Price 1 EACH 15 50 Price 2INONE 0 00 Max Discount Allowed 0 Operator Comments Date Last Sold Date Last Order I DEELER a QjwjEe R T yjujijo P s L Ee Bz x e v e n m se Paying a transaction When all the items have been selected and you are ready to accept payment e Select SUBTOTAL This will disolay the payments screen Total Due 20 00 20 00 Using the numeric keypad enter the amount that is being tendered e g 2000 e Select the tender type from the right hand side e g cash Cash To accept multiple Tender Types When all the items have been selected and you are ready to accept payment e Select SUBTOTAL This will disolay the payments screen Using the numeric keypad enter the amount that is being tendered e g 500 e Select the tender type from the right hand side e g cash Cash e Enter the next amount to be tendered e g 1000 Cheque e Enter the next amount to be tendered e g 500 Credit Cards Printing a Gift Receipt Ee From the Subtotal screen select r Issue Gift Receipt Printing a Receipt e Select Receipt When in a transaction or recalled lay away and receipt is selected a bill will be printed if you have completed a transaction and receipt is selecte
78. t OK to save the Paid Out Paid In The Paid In function is to account for monies that have been added to the till during the trading day e g Float there is a reason menu attached to the function This function cannot be done in a transaction e Select Paid In The Paid In window is displayed Paid AU e From the drop down box select the reason for the function e From the drop down box in the Tender Type field select the tender type of the money e Type the amount in the Amount field e The free text field is for any extra notes you may want to add e g if you added an extra float because you were unusually busy e No Of Copies is the number of receipts you want to print once the OK button has been selected e Select OK to save the Paid In Price Change The Price Change Function is mainly used for reducing but will increase as well the price of a product outside of a discount e g if an item is damaged and you wish to knock down the price e Ring through the item you want to change the price of e Select e Enter the price you want to charge in the New Price field e From the drop down box select the reason for the Price Change e Select OK to change the price This will always change the price of the last product in the transaction and does not change the price permanently there is a setting that can do this so this may be switched on You may have product countdown configured
79. t column Date E Amount Transaction Tender e Select New The deposits screen is displayed CES Deposits Deposits CreditIssue Cancel Enter the deposit amount In the free text field enter any relevant comments Select the number of receipt copies required Select the Tender Type e g Cash The confirm payment to be taken message will appear Confirm Deposit 2 Please confirm a Payment of 10 00 is to be taken e Select Yes You will be returned to the customer deposit screen where the deposit will be listed e Select Close This will return you to normal sales mode The customer is still identified at this point you need to sign off and back on again if you do not want the customer to be attached to the current transaction GELLER Refund a Deposit e Identify the Customer e Select Deposits The deposit screen is displayed Deposits Deposits Fred Backhurst Drag a column header here to group by that column Date Amount Transaction 23 01 2008 10 00 001 01 00036 23 01 2008 10 00 001 01 00033 USED Cash 23 01 2008 10 00 001 01 00031 USED Cash IS Unused e Highlight the deposit you want to refund e Select You will be asked to confirm that the refund and amount to be given Confirm Refund K Please confirm a Refund of 10 00 is to be given e Select Yes e You can enter a reason in the free text field if required and press enter e Select the p
80. the Option 1 field select Search Product e From the tree view select the 1 product you wish to be displayed in the menu e Once all the products are listed select Save To edit an existing Menu e Select Products e Select Menus A blank menu record will be displayed Menus ez weg W Tk ewe e e From the drop down box select the Menu to be edited and press enter e Edit the information as required e Select Save You can have a maximum of 16 options attached to a menu To delete a Menu e Select Products e Select Menus e From the drop down box select the Menu to be edited and press enter e Select Delete e lf you are sure you want to delete it select Yes if not select No Tesassnneeneeneenssngseneeneensennseneeneeneenssansenseneenssnasaneeneeneeausnaeeneeneenseaaseneeneeneseaeaseneeneenssaasnneeneenesnasaaseneensenssaaeanseneenesaeenaeeneensenesausaaeeneenesusaaeenseneenesasaneeneenssausnaeensenesnesasaneeneenssaesaaseneensenesaaeaneeneenesaesaaeeneenseneeaasaneeneenesesnaeeneenseeeauseneeneenesaesaaeeneeneeaesaasenseneenesaeeaaeeneeneeaesaaeaneeneenesnsnaeeneenesnesaaseneeneenesaesnaneneenesesaeeneeneenesaesaaeeneenesaesnaeeneensenesausnaneneenesaesaaenneeneenesausnaseneenesnssageansensenssausngsonsensenuenusonsensenssnas GELLER Questions Questions can be used in several ways e g in the bar environment they can be used to prompt the user to check for ID when selling alcohol or in the retail e
81. tion price and select the correct department e Select Accept The product will be pulled onto the transaction screen Product code Product Code can be used when you have memorised the PLU and it is quicker to type it in than look for the button or if the barcode is not scanning e Enter the PLU e g 12345 e Select Product Code The product and price appears in the transaction pane Using the Quantity Button Sexe e Select the number to be sold from the number pad e g 6 e Select e Select the product e The selected product and it s price will be displayed in the transaction screen Free Text This prints out on order printers and receipts but will not shown in the transaction pane e Select Freelext e Enter the text that you want to print beneath your product The product must be sold before you can use this function ueeerrerereeererereererrrrrerEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEeeeeed Using a menu A menu may be used whe
82. tion which allows you to run a point of sale till from the Back Office machine from Sale Mode you can carry out sales process refunds manage tabs and tables amongst other things The illustrations used in the Sales mode section may not reflect the layout of your tills exactly e g the colour size and wording on the buttons may be slightly different depending on how your system has been configured To access Sales Mode from the Back Office e Select g Sales Review e Select Sales Mode An example of a typical Hospitality layout Qty Description NW Price e Guest Ale Double Semillion Diet Coke Lemonade j Orange Juice Evian Water p Screens No Sale CLR Paid Out 20 Receipt FreeText Table Store SIgr ff Back Office SUBTOTAL ES Signing on to the till There are 4 main ways of signing on to a till 1 Dallas Key this is a fob that is attached the till usually on the card swipe 2 Manual Sign On this is a box for the operator to enter their Sign On code and confirm their password Enter operator sign on code pe Cancel 3 Button Sign On this is a displayed button on the Sign On screen it will also prompt for a Password if the user has been allocated one Manager Manager Enter Password i m Cancel A v 4 Swipe Card User has a designated card to swipe on to the till with this may be password protected Making a Sale e Select the product to be
83. uch Software 14 15 Fairway Drive Greenford UB6 DM x DEMO MODE Thank You Demonstration Copy www geller co uk e Selecting Save will save the changes made e Exit will go back to the menu selection screen without saving changes If you have made changes and they have not saved you may be in DEMO mode Reason Menus Reason menus are attached to various till functions by default When doing a function on the till you are prompted for a reason e g voiding an item the reason may be the order was incorrect To add a value to a reason type e Select 58 Utilities e Select Reasons This displays the Reason Types Screen e From the drop down list select the Reason Type you wish to add a value to The values are displayed Reasons Trans Void Incorrect Purchase Damage ltem Li BW f e Inthe Reason x boxes type in the reason for the Function e g for a refund it may be undercooked burnt or damaged e Select Save to save the changes or Abort to go back to the previous page To remove a reason e Select yS Utilities e Select Reasons This displays the Reason Types Screen e From the drop down list select the Reason Type you wish to remove the value from A b gin 2 The Reason values are displayed Reasons ee H EEN ef e wf Ga E EE e Delete the text e Select Save Sales Mode Basic User Operations Hospitality sales Mode is the func
84. umber of points you want to redeem e Press Select e Complete the transaction d Abort WM lf you do not want to redeem the points select and complete the transaction GELLER Once the points have been redeemed the customer record is updated to cence reflect this FAQs and Top Tips POS Buttons disappearing every time you click on them The Ctrl button is being held down at the same time if the user should not be able to edit screens un tick the Allow Screen Changes box in their operator profile Cannot give discount on certain products In the product record on the profile tab the max discount box should be filled in with the maximum amount of discount that can be applied to that product if left at 0 then no discount can be applied When running reports there are products missing In the product record on the profile tab make sure the product is linked to a department the department is linked to a group and that there is a supplier linked to the product Do not turn off the till from the mains or the rocker switch unless otherwise advised without closing the software
85. unt to be applied in either amount or Enter any comments in the free text field Select Accept The customer order screen is displayed with the selected product line entered Description Unit of Sale Qty Unit Price Discount Total Comment 1 EACH 3 3 00 0 00 9 00 Repeat the process until all the required products are on the order To save the order e Select Save This will save the order for collection at a later date Add to an Existing Order e Select Customer Orders The customer orders search screen is displayed Customer Stock Orders Create New Order e From the drop down list select the order you want to Add to The order page is recalled e Select Insert product GELLER Enter the PLU or description Select the quantity Enter any discount to be applied in either amount or Enter any comments in the free text field Select Accept The customer order screen is displayed with the selected product line entered Customer Stock Orders 001 000002 Plu Description Unit of Sale Qty Unit Price Discount Total Comment 1 FOSTERS umm Fosters EACH 2 300 DI am FILLET STEAK __ Fillet Steak EACH 3 15 50 0 00 46 50 You will see the order summary box has updated Order Total Sg Tax Amount 9 61 Less Deposit EE Balance Due Repeat the process until all the required products are on the order To save the order e Select Save This will save the order for collection at a later date Re

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