AirPOS Install Guide & User Manual
Contents
1. Categories Items Bera men wtete e Aisa naro moct Aetat Pcs fone WAT Q Li 2 2 i 7 Modify Items can be found under Inventory gt Manage Your Items gt Modify Item Beside the Item on the Items List Modifying items is very similar to Adding Items in that the same interface and item requirements apply Modifying many aspects of an item is a simple case of replacing the information in the text boxes with new information This method is useful for replacing information in the following aspects e Name e Description e Retail Price e Cost Price e Status on Web Store i e Sell Online Yes or No e Weight e Barcode e SKU Modifying Item s Categories Modifying an Items Catalog is performed by using the tick boxes under the Catalog Item heading Simply tick the boxes beside the item s categories in which you want the item to appear on your web store Adjusting Stock and Inventory AirPOS Demo Categories Stock Adjustment itema l om ater L ms A sarl af Whe by Ades Batch imports Transiter Stent be mone toemon Updating Stock Levels of Items The updating stock interface can be found under Inventory gt Manage Your Items and selecting Adjust Stock beside the item you wish to modify Maintaining stock is central to the successful operation of your AirPOS installation Successful maintenance of your stock levels within AirPOS will minimise many of the time consuming restocking tasks you will face and remove2. gt Notification information sharing T gt Time zone Sandbox testing gt Selling preferences environment gt Auctions gt Customer service message gt Close Account _ gt Invoice templates gt Identification Preference gt Instant Payment Notification preferences Step 4 The next page presents two options from which you can choose to use your PayPal API to integrate payments In the case of AirPOS you want to select Option 2 Request API credentials to create your own API username and password PayPal Merchant Services Auction Tools Products and Services Request Money My Account Send Money API Access An API Application Programming Interface allows PayPal software to communicate with your online shop or shopping cart Setting up API permissions and credentials Choose one of the following options to integrate your PayPal payment solution with your online shop or shopping cart Option 1 Grant API permissions to a third party to use certain PayPal APIs on your behalf Choose this option if e You are using a pre integrated shopping cart hosted by a third party e Your website is hosted and managed by a third party service provider Grant API permission Option 2 Request API credentials to create your own API username and password This option applies to e Custom websites and online shops e Pre integrated shopping carts running on your own server MiewAPISignature gt S
3. web store is usable for their customers If we imagine that they have 250 product lines across their stores and that they wish to sell 100 of these product lines on their AirPOS web store Across these 250 product lines they have devised 10 categories of products for use on the web These are their top level categories and are made up as follows Replica Kits Footballs Key rings Calendars Posters Tracksuits Training Shoes Football Boots Bags and Holdalls and a general category called Merchandise to carry small items Within each of these top level categories they need to have a number of sub categories in order to organise their products on their AirPOS web store and make them easier for customers to navigate In the Replica Kits category for example they have decided to list each of the Replica Kits available by the football club This would necessitate a category structure as follows Replica Kits e Liverpool FC e Manchester United e Chelsea FC e Tottenham Hotspur e Arsenal e Etc To achieve this through the AirPOS online back office each of these sub categories would be created with their Parent Category as Replica Kits This approach can then be replicated in order to build up product catalogues both for the AirPOS desktop POS client and the webstore Adding Items C ategeres New Item reer Chea lee peas be yo os PEI geet od otes 10 ates Moret huo ee oe owt Aao e tow Te ote Te AA Ort Mos
4. 4 Click on the prominent link in the right sidebar of the AirPOS online back office that states Download Desktop ePOS Application 5 Choose where the AirPOS installer will download onto your desktop PC or tablet and choose Save Tax P AirPOS Windows Latest version 2 8 13 78 MB Alternatively the latest build of the AirPOS desktop ePOS client application is available to download in your back office Login to your account at htip oackoffice airoosapp com When the AirPOS desktop ePOS client has downloaded on to your machine simply double click the AirPOS icon to begin the installation process NOTE AirPOS requires the Adobe Air runtime to operate successfully on your PC If the Adobe Air runtime is not available AirPOS will begin a download of the runtime and install at the same time as the AirPOS desktop ePOS client If your machine does not allow the Adobe Air runtime to install in this way your AirPOS back office will feature a prominent link to the Adobe Air Installer The steps to installing Adobe Air are identical to the steps above for installing AirPOS Section D Organising Stock and Inventory ArPOS Demo Categories Inventory we j waje 5 fo ow w av ti a wer oF s eee oe bams Batch importa By default when you sign up for an AirPOS account the AirPOS online back office creates a location called Virtual Warehouse The intention of this is to have a central location through which to enter pro
5. Served Today Sales Refunded Your AirPOS account at a glance 8 26 215 17 Locations amp Stores Add Devices amp Cash Registers Items Add Employees Add Add Terms amp Conditions AirPOS Ltd The AirPOS dashboard is the central hub of your AirPOS account providing real time information on your business statistics including sales information web orders that need to be processed items in your inventory employees and more Next we ll cover the simple steps involved in getting your AirPOS desktop ePOS client s Online Back Office and Web Store configured for use Section C Quicksteps to setting up AirPOS At AirPOS we believe in making things easy The first time you log into AirPOS you will see that we ve built you a step by step tutorial to help get you setup quickly First we want to get your business setup Taxes Set the tax rates for your country Locations Create your stores and warehouses Employees Add employees who will use cash registers ePOS Terminals To start performing sales Next create your items and assign inventory Categories Build up your product catalog Items and Inventory Create and categorise your items and add their stock levels Finally install AirPOS on your ePOS terminal R Hi Download AirPOS 2 1 4 Download AirPOS from the Android Market Optionally setup your receipt printer and cash drawer Ys Epson TM T88 USB We recommend that you do these steps in any
6. barcodes into the AirPOS system although great care should be taken when doing so to avoid errors as errors in barcodes will have an adverse effect on the smooth operation of the AirPOS Desktop POS client Manually entering a barcode is as simple as typing the barcode into the text field beneath the barcode heading Again when you have completed the form and submitted the item to the inventory AirPOS will pop up a warning as it assumes you are using a barcode scanner to enter items Simply click OK to submit the item or cancel to continue the item can be submitted after everything has been added SKU Stock Keeping Units SKU are often assigned by the individual retailer in order to track items from warehouses or in stores for example In AirPOS case the system is designed to manage inventory and this is generally achieved through the use of bar codes However as vendors may wish to record an SKU for internal use or other purposes the ability to add Stock Keeping Units has been retained in the AirPOS system Catalog Item Beneath the Add Item form will be a list of the categories and sub categories that were created in the previous step to assist you in cataloging your new item To select categories in which this item should appear simply tick the check boxes next to the category you wish to add the item to Item Images The final step in adding an item is to choose the images that are to be attached to this item This is an essential step if you w
7. export facility is available for exporting daily sales totals and sales by line items from AirPOS for use in your accountancy package such as Quickbooks Xero or others To export daily sales simply navigate to the month you with to export your sales for using the calendar view and forward next buttons and then select the Export to CSV button beneath the calendar view to download your sales as a CSV comma separated variable file useful in spreadsheet packages such as Excel Detailed Sales and Reporting AirPOS Demo Overview Sales Daty Gates Wednesday 2nd Nov 2011 in Sales Lookup Sates Al a Chance 1 326 05 g g g Terere b Gurdia AMFOS Let Daily Sales are available in a calendar view under the Sales tab and then via the View Detailed Daily Sales link beneath the sales overview on the Sales page Daily sales are reported in a calendar view offering simple access to both current and historical sales data It is also possible to filter sales data by both the location the sales were recorded in and also the AirPOS desktop POS client that processed the sales This is useful for recording and monitoring sales across locations and also for comparison of performance among outlets Granular sales reporting will be made available in future versions of AirPOS including filtering by employee filtering by product timebased sales filtering e g day time vs night time sales and more Sales reports will also be made available via a repor
8. order However you can do it your own way in your own order and in your own time It s up to you Step 1 Setting up Taxes Locations New Tax Rate Employees Oops it looks like you haven t finished setting up your business Click here to check out the remaining tasks Devices iiia Tax Rate Download Desktop Application 0 0 Description Create Tax rate Setting up tax rates is a critical task and should be one of the first performed in setting up your AirPOS installation as products will not be able to be added without a tax rate attached Simply enter in the Tax Rate Name and an optional description in the fields shown to distinguish different Tax Rates AirPOS employs an open and flexible tax tabling system allowing you to create your own tax rates allowing the system to be used in many differing locations where tax rates vary An example of this is United Kingdom VAT Value Added Tax which is applied to most items sold in the United Kingdom and at the time of writing was set at 20 Another example is US Sales Tax which not only varies from state to state but can actually be set at differing rates within States This necessitates the need for a flexible tax system and therefore within AirPOS each product can have their own Tax Rate attached however these must be created prior to adding the product Locations Tax Employees Tax rate was successtully updated D From here you can manage the tax rates that will be appl
9. than one active device will get their first free and for every other device you pay up to 30 depending on usage per month per additional device Volume pricing is also available and for further information please contact us e Customers who want an ecommerce webstore will pay 50 per month So now that pricing is out of the way lets get on with the setup To add a device simply fill in the Name of the Device Device Type and what Location it s situated in Devices Free device Tax This one s on us You will not be charged for the use of this device Download Desktop Device Details Application Role Location Name Terminal 1 UPSTAIRS Update Device Once you have filled in this information click Create Device and your all set If you need to create more than one device Simply repeat the aforementioned steps However unlike your first device which is always free with no limitations the second third devices and so on you want to add will first bring you to the following billing page to enter your payment details Account Overview P ayment Details Payment Receipts Oops it looks like you haven t finished setting up your business Click here to check out the remaining tasks Payment Details You must have a subscription to create more devices Please enter your payment details to create a new device Subscribe to the AirPOS service by entering your credit card details below Please be assured that your de
10. the Webstore tab in the Shipping Zone section you can manage your Shipping rates and zones Setting these up mean that when people place orders online they will be charged delivery and shipping costs based on the zones and rates you have set Shipping Zones Shipping zone was successfully created Webstore Pages From here you can manage your Shipping Zones amp Rates Shipping Zones you have created are shown below use the actions to modify or remove them Custom Domains You will need to be careful at what prices you set for your shipping zones as you do not want to have to foot the cost of delivering items to your customers It would be a good idea to contact the courier service you plan to use to dispatch your items to get an idea of what their prices are 1 Shipping Zone Name Shipping Rates Countries Included Actions UK 0 shipping rates 1 country Modify Zone Shipping Rate for UK Create New Shipping Zone We advise that you contact the courier service you plan to use when dispatching items to get an idea of shipping Webstore Pages Webstore Orders Webstore Pages PayPal Settings Oops it looks like you haven t finished setting up your business Click here to check out the remaining tasks The pages below represent what users will expect to see on the webstore The webstore theme will already have links to these pages and Shipping Zones it s important to ensure that you put content in them to help your customers Webstor
11. the footer of your receipts Section I Contact Us If you have any trouble getting setup fear not as you can contact us anytime via our dedicated support page on our website or via the support link in your backoffice Alternatively you can check out our FAQ s and you may find the answers you are looking for there For general enquiries please email us at info airpointofsale com For UK enquires our telephone number is 44 0 2890 314705 office hours 9 6pm International outside EU enquiries should use online support only Get Social Follow us on Twitter AirPOS Like us on Facebook AirPOS Join our Linkedin New Retail Technology Group
12. the need for manual reconciliation of web store sales and in store sales When in the Adjust Stock screen for the item under the Add or Remove Stock heading there is a dialogue box that is used to control the stock movement of items This box is simple on a per item basis with a field for the number of stock items to add or remove and a box to record notes intended to be used for the reason the stock was reduced or replenished This notes box is used for audit trail purposes and to ensure that staff moving stock leave a note for supervisors avoiding employee fraud and helping to identify human error in stock taking This notes field can also be used to incidentals such as recording breakages and theft if required Prior to moving stock there is a link above the dialogue box that states View Current Stock Levels Clicking this link will display the current stock levels of the item across all locations in which the item is available Adding Stock to an Items Inventory Adding stock of an item to the Virtual Warehouse is a simple case of adding the number of stock items to add in the Amount of Stock to Add or Remove dialogue and completing the notes field for the reason this stock has been added NOTE The notes field is also a required step in this process Removing or Reducing the Stock of an Item from the Inventory Removing or reducing the stock on an item is a simple case of entering the amount to remove as a negative value e g 17 a
13. web store requires you to enter your PayPal API credentials in order to seamlessly process payments for your customers orders through PayPal This may sound like a very technical thing to do but in actuality it s a relatively simple process Step 1 Log in to your PayPal Business account You should see the screen that follows PayPal My Account Send Money Request Money Merchant Tools Auction Tools Products and Services Overview AddFunds Withdraw History Resolution Center Reports Profile Welcome ww vo Help with this page Business AirPOS Ltd info airpointofsale com Account status Verified Application status Not approved l Account actions Search transactions Search gt My Business Setup PayPal balance Options Quick links Currency Balance Pound Sterling Primary 1 00 GBP Policy updates Total in GBP 1 00 GBP Referrals gt Refund Tutorial View transactions Tools gt All account activity Ey Invoicing ass My Saved Buttons gt Payments received gt Gift vouchers ka Multi order shipping gt Payments sent wW Fraud Management gt Account withdrawals gt Advanced search Step 2 On the horizontal navigation click on the Profile tab at the far right of the menu bar PayPal m My Account Send Money Request Money Merchant Tools Auction Tools Products and Services Overview Add Funds Withdraw History Resolution Center Reports Welcome He gt Help with this page Business AirPOS Lid info arpointofsa
14. will need to enter the following information e Your Name e Email Address NOTE this will also be your username for logging into your AirPOS account and the Desktop ePOS Application e Password NOTE Please record your password for future use you will need it later to log in to the Desktop ePOS Application e Finally read our Terms and Conditions and if you re happy to proceed press the Sign Up button to progress to the next steps AirPOS Backoffice New Retailer Company Name Country Currency Referral Code Once you have clicked the Sign Up button the above screen shot will appear At this stage you must enter in your Company Name Country and Currency Referral Codes If you have been given a referral code by a reseller please enter it here This makes sure our partners get what they deserve in the nicest possible way of course and helps us to provide support to customers from third parties Then to finish the sign up process simply click Create The AirPOS Dashboard AirPOS Demo os inventory sales setings Accounts iting Welcome back Walter Bishop Install Guide Support MyAccount Logout it Dashboard Signed in successfully AirPOS 2 8 13 is now available to download Welcome to your AirPOS online backoffice From here you can add and manage all of the data that is essential in using your AirPOS installation Your business at a glance 0 O 0 Items Low in Stock Customers
15. AirPOS Install Guide amp User Manual Updated 19 10 12 info airpointofsale com Contents Page 1 Section A What is AirPOS 2 Section B Signing up for AirPOS 3 Section C Quick Steps 4 Section D Organising Stock and Inventory 5 Section E Sales amp Reporting 6 Section F Webstore 7 Section G Setting up your PayPal Business account 8 Section H Settings 9 Section l Contact us Section A What is AirPOS AirPOS is simple affordable and powerful integrated ePOS and e commerce software for SME retailers Following an easy setup and install process the system allows for rapid deployment of ePOS applications for bricks and mortar stores a comprehensive online back office for administration of data and an integrated web store that can be launched with a single click This combination of software allows granular inventory control visibility across finances customer information and other collated data coupled with the ability to sell both online and offline seamlessly AirPOS offering is unique giving independent retailers access to technologies that have traditionally been available only to very large companies Best of all setting up and operating AirPOS is simple by design The follow set of instructions will assist you step by step in implementing your AirPOS installation and enabling multi channel sales for your business First off a few frequently asked questions The following are questions we have had
16. Makes sense 10 you Dusirwes Below you can see ihe aff of the categories which have been crested and aiso an overview of thew siruciure Batch imports Football Shirts Modry Remove Scottish Premier League sour enmne English Premier League pout ene Rest of Workd ioon Senor La Uga oo fener Sere A Woe Seno rhernahonal ho Aen American Football Shirts oan Remove The menus used to create product catalogs are available under the Inventory Tab gt Manage Item Catalogs in your online backoffice Creating product catalogs in AirPOS is simple but is a critical task to get right when building your AirPOS installation Product catalogs are not only a great way of organising your products for use in the AirPOS online back office they are also the first step towards building your AirPOS web store Therefore some thought should be given to how your products are to be organised prior to beginning this task AirPOS employs an open approach to creating product catalogs in that it is possible to create an unlimited amount of categories and sub categories in your product catalog To carry on with the above example The Wonderful World of Sport are a sports retailer with a varied stock of 2500 product lines As they are using AirPOS not only to sell in their stores but also online care needs to be taken in defining the catalogs as they are entered to ensure that their AirPOS online back office and their AirPOS web store are orderly and that the AirPOS
17. ab In step 4 we will setup the devices that will be used for Point of Sale in these outlets Step 3 Setting up Employees and their Roles After you have created a location it then makes sense to determine what staff members are situated in those specific locations AirPOS features three user levels Staff Supervisor and Manager with different permissions assigned to each ePOS functions such as discounts voids price changes settings and XYZ reads can be accessed or restricted based on an employee s role in AirPOS Staff Staff can perform a basic sale but if they wish to discount or void a transaction a supervisor or Managers pin is required Staff will not be able to access Settings or XYZ Reads Supervisor Supervisors have access to all areas of the ePOS apart from settings Supervisors only require a Managers pin when trying to access XYZ Reads Manager Managers have access to all areas of the AirPOS ePOS To create an employee and their role simply fill in the fields that can be found in the POS tab under Employees Fill out the form below to create a new employee you can assign the stores that they are able to log into and the roles that they have Devices Employee Details Tax First name Last name Pin Download Desktop Application Please enter the employee s first Please enter the name name Employee Roles Please choose the level of permission that this user will have when using AirPOS Role S
18. ch you purchase the item Entering the cost price of the item is important as it informs both the rofit Margin displayed on the AirPOS Desktop POS client at the point of sale as well as allowing cashiers to make an informed decision when discounting at the point of sale again performed through the AirPOS desktop POS client Tax Rate This is the tax rate that is to be applied to the item e g UK VAT or US Sales Tax Web Price This is the price at which you intend to sell the item online This price may differ from your retail price For example if an item costs 100 in store you may want to charge 89 99 on your webstore Sell on Web Store This is a simple yes no answer as to whether the item should be displayed for sale on your web store Stock Level Warning This is important for maintaining your stock levels on items when selling across multiple channels e g on your web store and through your stores The intention of setting a Stock Level Warning on items is two fold to ensure that you are aware of when items are low in stock and also to give you a mechanism through which to automatically remove items from your web store when they reach a defined stock level This assists in ensuring that out of stock items or items low in stock cannot be ordered through the web store whereby avoiding selling items that are unavailable or likely to be unavailable This is particularly useful for vendors selling unique items or items of which they onl
19. duct inventory prior to assigning stock levels for products and ultimately checking stock out to the various locations in which the products will be sold The first step in readying your Virtual Warehouse for import or entering of products is to define the product catalogs you wish to have in the system This step is critical in setting up your AirPOS installation and will determine how your products are organised both on your Web Store and also in your Desktop ePOS Application An example of a Category structure is below Top Level The Wonderful World of Sports This is your store name and is hidden from view in the back office lf we wanted to enter a series of football kits soccer to our US friends we could build the categories as follows For a catalogue of Arsenal items for example Parent Category Football Shirts e Sub Category Premier League e Sub Category Arsenal FC e Sub Category Home Kit e Sub Category Away Kit e Sub Category Tracksuits e Sub Category Socks And another Category of Arsenal items Parent Category Football Shirts e Sub Category Premier League e Sub Category Arsenal FC e Sub Category Home Kit e Sub Category Away Kit e Sub Category Tracksuits e Sub Category Socks Creating Catalogs AirPOS Demo bh Watter Ihahop My Account Logout a Categories Categories Organising you Sems imo categories allows you 10 more sasiy manage you lems keeping therm organised in a way Mal Items
20. e Pages You don t have any pages Create your first Page Custom Domains In the Webstore Pages section under the Webstore tab you can create and manage custom pages on your webstore Here you can add pages like Terms and Conditions Shipping and Returns FAQ s etc as can be seen below Shipping Zones Webstore Pages Edit About US Name Webstore Pages eee Body Custom Domains Heres a Dit of Gamo Diurt Update Page The custom webstore theme also automatically generates links to these pages for you Custom Domain At the minute the only way to use a custom domain is to contact us to begin using your own domain name with your AirPOS Webstore Webstore Orders The Webstore Orders section under the Webstore tab will give you an overview of your pending web orders that are still to be completed and dispatched Section G Setting up a PayPal Business Account In order to enable your AirPOS web store you need to have PayPal operable as a payment processor in order to accept customer payments Signing up for a PayPal account can be performed via hitp www paypal com or http Awww paypal co uk regional variations may apply Note that a PayPal business account is required to use your AirPOS web store To sign up for a PayPal business account if you do not already have one please visit e Inthe UK http Awww paypal co uk e Inthe USA http www paypal com Using your PayPal API credentials with AirPOS Your AirPOS
21. from customers that may help to determine your readiness for AirPOS and our readiness for your business What hardware does AirPOS Support Currently the recommended hardware setup for AirPOS is e Android tablet 2 2 recommended with 3 1 required for printing Android phones are not supported or PC Windows XP SP2 required minimum Windows Vista Windows 7 e Touchscreen optional but recommended for simpler operation e AirPOS now supports a wide variety of receipt printer including functionality for Serial USB Parallel Bluetooth and many more so long as it is ESC POS compatible and can be installed as a Windows printer e Any cash drawer that connects to the above receipt printers via RJ11 connection USB cash drawers are not yet supported e Any bar code scanner USB set to the Keyboard Wedge setting please refer to your manual for how to program your scanner for Keyboard Wedge AirPOS may also need to be allowed via your firewall in order to function correctly in particular on Windows 7 Details on how to allow programs access through Windows 7 firewall are available by clicking here Okay so if your hardware is suitable lets get started Section B Signing up for AirPOS Sign up to AirPOS Email Password By completing thes segnup you are agreseng to our 1 Signing up for AirPOS is simple Visit the website at hitp Awww airpointofsale com and click on the SIGN UP link To complete the signup process you
22. g Terms Returns Policy Privacy Policy and Contact Info that your customers will see Step 7 On the page that follows enter the PayPal API details from the PayPal API page When you have entered your API Username API Password and API Signature press Save AirPOS Demo Dashboard f Pos f ventory f Sates Welcome back Walter Bishop FAQ install Guide Support MyAccount Logout Webstore Orders PayPal Settings PayPal Business Account PayPal Settings Configure how you would like your customers to pay for web orders on your webstore Shipping Zones PayPal API Username Webstore Pages PayPal API Password Custom Domains PayPal API Key Signature Save Congratulations your AirPOS webstore will now be enabled and you are ready to sell online Section H Settings Store Logo Upload your store logo from here this logo will appear on your AirPOS Webstore and on receipts printed by the AirPOS app i z Retailer logo Choose File No file chosen Receipt Settings Gain some control over how things are printed on your store s receipts Vat number Email receipt header footer settings You can edit the text that is sent to your customers in the email receipts Email receipt header The Settings Tab in your backoffice will allow you to manage all the inner workings of your AirPOS account such as adding an image or logo for your webstore as well as editing and updating receipt settings such as entering your store policy to
23. ied to your sales Tax rates you have created are shown below es iw actions to modify of remove tweet if you dont have VAT rate create a new tax rate at Tero Tax 2 Tax Rates Download Desktop Name Rate Actions Applications Zato Tai Rate Mocety Tax Aate arm Ta late for Zeri Hated Product Standard Rate VAT au Modity Tax Aate NOTE If a 0 Tax Rate is required for products or services being sold through AirPOS this must also be created for use The logic behind this is that while some products or services may currently have a 0 Tax Rate this may later change in line with new legislation for example Again AirPOS allows the flexibility to change this rate and any rate at any time using the Modify Tax Rate button AirPOS also maintains a record of the past rate that was set so as audit trails are correct and sales reporting is accurate Once you have clicked Create New Tax Rate you will see that it gets checked of your quick list as shown below First we want to get your business setup Faxes Done You have 2 tax rates for your country Locations Create your stores and warehouses Employees Add employees who will use cash registers eP Terminal To start performing sales Next create your items and assign inventory Categories Build up vour product cataloa Step 2 Setting up Locations Devices Location type What type of location is this Tax Address 1 Download Desktop Applicat
24. ion Address 2 Address 3 City Postal ZIP Code Country Choose a country Accepts web orders Yes No Create Location By design AirPOS is flexible in serving both small vendors and also larger multi site operations as required The AirPOS ePOS desktop client can be installed and configured easily in any location allowing true flexibility in scaling up and scaling down client installations on an on demand basis Setting up locations therefore couldn t be easier For a single retailer for example you would simply enter the details of your store location and click Create Location and it will appear in your POS tab under locations as can be seen AirPOS Demo ch Watter Biahop Locations Locations Below you Gan get an overview of af of he location and stores that have Dee created Employees You have 1 Location Devices Tax S6 Main Street e Alora For larger operations it s the same idea Enter all of the locations at which you will have points of sale and they will all appear in your POS tab under locations Download Desktop Applications An Example Setup Let s assume as an example that The Premier League Store have a store based in Northern lreland and a store in Manchester and want to use AirPOS both to sell online and through their two bricks and mortar high street outlets The first step is to create each of the locations by entering their addresses into the AirPOS back office under the Locations t
25. ish to sell the item online as items without images will not appear in your web store Adding images to an item is performed using the following method 1 Click on the Select Images button 2 Browse to find the images on your computer 3 Select a single image or multiple images to upload 4 Press OK to begin uploading the images AirPOS will then begin uploading these images and you will see each image appear as they are successfully uploaded NOTES if you have uploaded an image in error simply click on the thumbnail of this image to remove it from the system In addition to this images should be resized prior to uploading if they are very large in file size as uploading very large images will be slow and error prone in AirPOS as it would be in any browser based system We also recommend that JPEGs are used as they are best for displaying on the web AirPOS automatically creates thumbnails of your images and resizes them to a size suitable for use on your web store However we recommend that images are a minimum of 500 pixels wide prior to uploading to ensure they display correctly and are not upscaled by your web Store as this will cause blockiness and blurring of the images When you have selected the images for your item please click Save Item at the bottom of the form to submit this item to your inventory and if Sell on Web Store was selected as a yes the item will also be added to your web store Modifying Items APOS Deno
26. le com Account status Verified Application status Not approved i Account actions Search transactions Search My Business Setup PayPal balance Options Quick links Currency Balance Pound Sterling Primary 1 00 GBP gt Policy updates Total in GBP 1 00 GBP Referrals gt Refund Tutorial View transactions Tools gt All account activity eal Invoicing ry My Saved Buttons gt Payments received adl Gift vouchers re Multi order shipping gt Payments sent wW Fraud Management gt Account withdrawals gt Advanced search Step 3 On the page that follows click on the link Request API Credentials which can be found under the Account Information heading PayPal My Account Send Money Request Money Merchant Tools Auction Tools Products and Services Overview Add Funds Withdraw History Resolution Center Reports Profile Profile Heip with this page Business AirPOS Ltd info airpointofsale com Secure Merchant ID MGARNNNT2V5WU View and edit your account settings and check the status of your products and services dey Steps with SEP Status Your guide to getting Fi Fraud Management Live paid Start Now PayPal Express Checkout Live PayPal ress Checkout Live Billing Account information Security and risk settings gt Email Payment receiving preferences gt Veu Paval bis gt Street address gt Manage monthly billing gt Phones and mobile payments Report settings gt M Password Manage Report subscriptions ae
27. nd entering a note stating the reason for this stock reduction in the notes field Section E Sales amp Reporting AirPOS Demo Export sates tor this month to CSV Sales and Reporting functionality can be found in the online back office under the Sales tab Accessing Sales Data Remotely Uniquely AirPOS records sales and transaction data in real time allowing remote access to sales and transactions across all locations as they happen In addition AirPOS is capable of producing live sales reports in addition to standard reports such daily XYZ tallies Over time the AirPOS software will feature granular sales reporting on a location based employee based brand based or product based basis Sales Overview The default view for Sales data features a simple tally of that day s sales transaction totals and web orders on a per location basis Viewing Daily Sales Daily sales data and historical daily sales data are accessible via the View Detailed Daily Sales link beneath the sales overview on the Sales page NOTE Real time sales reporting is only enabled if an internet connection is maintained at the Point of Sale terminals operating the AirPOS desktop POS client If the AirPOS desktop ePOS client is in offline mode sales will only be reconciled to the back office when an internet connection is re established However that days sales will remain available inside the AirPOS desktop ePOS client Exporting Daily Sales A simple
28. nt is installed on These keys are used by the AirPOS online back office allowing the back office to accurately track stock data and inventory movement record sales taken at the Points of Sale record manual stock movements employee logins and more AirPOS Demo h Walter Hiehoap My Account Lagout Locations Devices Below you can see a of he devices and cash registers that have been created across all of your Locations A Stores Employees Dowrioad APOS onto an ePOS regeter to configure a new device 56 Main Street Atown has 4 Devices Devices Tax Terminal 1 Brian s phone cAc 134019 1 S400 1581 e c 147 Oc 600906406 ibo 1 6c 4 MOda Download Desktop Sony tab et GWAG At Nl 658201 e904 7821 Sony Tablet 2 we 977 a464 WAS a 8944 Seedetecdd Next we ll look at the process of installing the AirPOS desktop POS client application s for use on the devices we ve just setup Installing the AirPOS desktop ePOS Application Installing the AirPOS desktop ePOS client is a simple process The first step is downloading the application This can be achieved through the following steps 1 Open your internet browser AirPOS supports all of the major browsers such as Google Chrome Mozilla Firefox Apple Safari Opera and Microsoft Internet Explorer 2 Visit the AirPOS back office at the following URL hitp oackoffice airposapp com 3 Login using your AirPOS username and password available in your welcome email
29. om tee g 4 MU ee ae fee of Oe Gee ag OF wet pee ee e bekke a ee ee M he seg Aperu e 8 DoS eee tee te Me ats te mm Be n Gees FF Or arare teme Seeger ge Me mpre tt pee Here mg Wem Fi The menus used to create items are available under the inventory tab Manage Your Items Create New Item in your online backoffice When catalogs have been successfully created the next step is to add individual items to the created catalogs In order to be useful within the AirPOS desktop POS client and the web store a number of parameters are required in items Some of these parameters will apply to your setup and the types of items being sold while others may not The required fields in creating an item are as follows and are denoted in the online backoffice with a Item Name This will appear both in your AirPOS desktop POS client and also on your web store Description This will appear on your web store as the item description and should be informative without being overly lengthy The better the description of your item the more likely you are to achieve sales on your web store so spending time getting this right is critical Retail Price including TAX This is the full price at which you intend to sell the item For example if an item costs 100 and UK VAT applies to the item you would enter the item price at 120 NOTE the UK VAT rate at the time of writing was set at 20 Cost Price This is the price at whi
30. t builder Section F Webstore The AirPOS webstores can be used as a stand alone ecommerce store or in conjunction with our cloud based POS software resulting in no third party integration and above all else a platform that provides the scalability flexibility and features for business growth offering you total visibility and control over your online and offline channels AirPOS merges all of your sales channels into one and stores all the vital information in one place allowing real time visibility across your inventory sales data financial data and customer information from both in store and web sales Customers who want an ecommerce webstore will pay 50 per month Enable Webstore To enable your webstore the first thing you must do is enter your PayPal settings This very simple payment integration will allow your customers to pay for web orders using PayPal Webstore Orders PayPal Settings PayPal Settings Oops it looks like you haven t finished setting up your business Click here to check out the remaining tasks Shipping Zones PayPal Business Account Configure how you would like your customers to pay for web orders on your webstore Webstore Pages PayPal API Username Custom Domains PayPal API Password PayPal API Key Signature NOTE Section will take you through how to set up your PayPal business account and also how to access the details you require to enable your webstore Shipping Zones and Rates Under
31. taff Supervisor Manager Employee Locations Please choose the locations where this employee will be able to login 123 Fake Street Belfast Lisburn Road Belfast Create Employee Once you have clicked Create Employee they will appear in your employee s overview that can be found in the POS tab under Employees You can then create as many employees as you need to following the same steps as above AirPOS Demo h Walter fiahop My Account Logout 4 Locations Em ployees Here you can manage af of your enployees thal have been created You can stup which siores Mwy are able to login imo Employees in the AwPOS appication to perform sales in your stores 56 Main Street Atown has 2 Employees He New tmp Tax Bob Marley Walter Bishop Download Desktop vue Sous Pan sans Ts Staff Modity Usi Unassigned 0 Employees Step 4 Setting up Devices Till Points Cash Registers and Mobile Points of Sale At AirPOS we charge per device Our policy is one of being up front open and honest in everything we do Our customers aren t stupid because if you were you wouldn t have signed up to AirPOS and we would never dream of treating you that way For us being completely transparent avoids any nasty surprises the kind you don t like So here s how the pricing will work e Customers with one device will not be charged This service will remain completely FREE amp Unlimited e Customers with more
32. tails are securely stored and safely held by Realex Payments AirPOS does not and will never store your credit card details itself Card Type e a 0 EJ ao Name on card Card Number Expires On So to best illustrate devices we shall carry on with the example we started earlier The Premier League Store has two stores one in Belfast in Northern Ireland and one in Manchester England Both of these stores would use their AirPOS online backoffice to list their device requirements and then install their AirPOS POS desktop clients as required in the stores The setup process for an organisation like this is as follows 1 The Premier League Store login to their AirPOS online back office 2 Next they select the Location that the device will be used in e g The Premier League Store 123 Fake Street Belfast Northern Ireland 3 They then give the Device a name that will help them in identifying it eg POS Terminal 1 Belfast 4 Repeat for each Location and Device as required AirPOS allows an unlimited amount of locations and devices to be added to accounts for true flexibility in setting up your organisation When these steps are complete AirPOS creates two unique keys for later use when installing the AirPOS desktop POS clients in the various locations These two keys are the Retailer Key used by AirPOS to identify the account in use and the Device Key used by AirPOS to identify the device the AirPOS desktop POS clie
33. tep 5 On the page that follows you will see your PayPal API credentials The Important information for AirPOS is your API Username your API Password and your Signature These details are what are required to link your AirPOS account to PayPal and enable you to accept payments through your AirPOS webstore We recommend if possible copying and pasting these details into your AirPOS back office as the Signature in particular is long and complex to type Step 6 To enter your API details into AirPOS system visit http backoffice airoosapp com and login using your username and password Following this on the horizontal navigation click on the Webstore tab and on the page that follows select PayPal Settings from the vertical navigation on the left hand side of the page AirPOS Demo Dasha f Pos ventory Sales Welcome back Walter Bishop FAQ Install Guide Support MyAccount Logout Webstore Orders Webstore ee Your webstore is currently Disabled en Webstore Settings oe Settings specific to your Webstore can be configured from the options below Shipping Zones rare 4 9 P Webstore Address URLs Webstore Pages Your web addresses are how people will access your webstore you can use your own domain name if you have one By default AirPOS creates one for you so you can start using your webstore immediately Yours is http airpos demo airposwebstore com Custom Domains Webstore Pages Edit your static content pages About us Shippin
34. y carry a limited stock Supplier This function will be used in the future for managing purchase orders and supply chain it is however only a placeholder in this version of AirPOS Weight kg Item weights are used to calculate postage Postage tables are as of yet unavailable but will be available in future versions of AirPOS Barcode Barcodes are central to the successful operation of your AirPOS desktop POS client although it should be noted that they are not essential to use the software When entering items there are two methods for adding barcodes 1 Using a Barcode Laser Scanner We recommend the use of a barcode laser scanner for entering barcodes as the automated nature of this assists in minimising errors that may be incurred through manual entry The method for adding barcodes is simply to click into the text field beneath the barcode heading and scan the barcode into this field Note that AirPOS pops up a warning asking if you wish to submit the item to the inventory This is due to the operation of many barcode scanners in that they are set to automatically add a return to the end of a scanning operation for use in many POS systems This would be the equivalent of typing a barcode and pressing return enter expect it is simply automated for speed through the barcode laser scanner If you are happy to submit the item as added choose OK when the warning pops up to continue 2 Manual Entry t is also possible to manually enter
Download Pdf Manuals
Related Search