Quick-Start Guide For Managers / IT
Contents
1. Quantity 12 th RI 2092 8R174 A 0 6 5 h iz RI 700698 881770 65 Return to Vendor h RI 700704 982100 5255 Delete this Product E RI 700705 8R211 D 57 65 E RI 700707 8R3003 D 6 5 Send to ARCHIVE h 9 703487 a RI 700532 883027 D 52 6 5 UPDATE Values Bulk Price Qty Increase or Decrease etc 400383 8E112 C D RC DLB 203491 Print Product Detail Cost gt 703493 Print Product Detail NO Cost Info 703489 3 702498 Print BarTender Label gt 703492 Print EXPORT Report Anm an or1hockEocrTn 1 New PO Order this Item Totals New WO Work on this Item Qty 87 Committed 0 w Product History 00 Now simply click various records to show the images of all items in the list Stock i 12 ITEM Stockit STYLE 1 RI 700665 8R130 A D Sz 5 5 2A 2 700273 8R3002 D R 5z 6 5 3 700277 8R3015 D 5 6 5 ventory 4 700367 8R143 D 5 52 B 5 5 Rl 700417 8R134 D 52 5 5 Rl 700451 8R3029 D 5 52 6 5 IRI 700466 8R3035 D 52z 6 5 _8 700557 8R3012 D 5 6 5 9 700527 8R30089 D 52 6 5 10 RI 700716 8R3031 D 52z 6 5 _11 RI 700661 8R118 D 5z B 5 eports 12 700120 8R109 D R 5 5 13 RI 700681 8R1682 D 5 6 5 14 Rl 700688 8R172 D R 6 5 15 RI 700692 8R174 A D 5 5 16 ARI 700698 8R177 D 5 5 17 700704 8R210 D 52z B 5 18 RI 700705 8R211 D 52 B 5 19 700707 8R3003 D 6 5 20 703487 21 RI 700632 8R3027 D 52 5 5 22 400383 8E112 C D RC DLB 2381 703491 24 7032. information Once you have entered system user information you can limit access to specific areas for groups of users track usage time of specific employees with a built in Employee Time Clock and ensure adequate company system security From the EPOS Desktop all management administration functions are under the Administration menu dm EnterprisePOS Desktop File Edit View Tools QUICKSALE Reporting Admini System 8 15 2009 Desktop Options hi 5 INTERNET Product Fields EPOS Today oon E En EPOS Setup Product CATEGORY Fields Th TODAY Setup Auto ADDRESS City Sate Zip Fields Q Customers TICKETS QUOTES DUE Setup Automatic Pricing AUTO SHIFT Records h i 1 Archive Backup Wizard BACKUP File Based Database Enei y RESTORE File Based Database Run Database Maintenance JOB ii Build Default Profiles Vendors Customizing Utility Screens Fields etc Register EPOS Modules Reports Over Due Mems User Security Administration Module Manage Company Locations Here you can access System Settings to adjust specific switches PC configuration and database reports locations You can change certain EPOS Desktop preferences with the Desktop Options menu There are also data archiving and backup options along with database maintenance and customizing utilities This menu is also where you setup your product categories which are very important before you begin entering inventory the Setup P
3. 493 703483 26 703488 27 703492 e Anna 4n or1nocrmEncmTn 4 Totals Qty 87 Committed 0 18K WG 18K WG 18K WG 10V itt Total Ext Cost a n n o A ems ena anas Oa aoa 2a aoa aon uix oa aca oa ca aoa oa oa ca aoa oa aoa aoa cao 18K WG 18K WG 18K WG 18K WG 10V itt Repairs RMAs PEERS 8R177 D 6 5 245 00 D 0 05 5 0 07 Half Band Sz 7 0 Ring D 0 16 Band 5z 4 0 Ring i D 0 15 ET Band 52 5 75 Ring c ark uH 0 0 28 R20 58 6 5mm Ctr Mount Ring Total Ext Price 37 965 00 QE Chid E arn 19 309 04 Or simply double click to show more detail or to change any information 10 ENTERPRISEPOS QUICK START GUIDE You can click Vendors to generate purchase orders or change vendor information Click the Reports area to generate reports in a print preview print to printer Excel Word or many other potential document formats For more information on using the system please consult the EnterprisePOS User Manual Custom Screens EnterprisePOS allows you to design your own custom screens You can have custom screens for products customers and for cashiers touch screens at the point of sale You can customize these screens under the File menu of the EPOS Desktop by selecting the New Change Form View EnterprisePOS Deskto Fi
4. EnterprisePOS 2008 Complete Sales Management and Inventory Control Package Quick Start Guide For Managers IT Revision 4 0 July 2009 RUNG OPAL 1 21_ DIA 32 14K YG m t h ss Ben ge n EMI c cum re i 8 f i L il 1 ml i z HE nh id 8 www vydata com Installation and Setup When you first insert your EnterprisePOS CD into your computer the program should automatically launch If it doesn t you can open the CD and run the setup exe program to begin the installation process There are a few things to keep in mind regarding the install process e EnterprisePOS will run fine on any version of Windows from Windows 2000 beyond This includes Windows 2000 Professional and Server Windows ME Windows XP and Windows Vista The speed of the computer should not be a factor e You must first close all programs before running this installation e You should be logged on as an Administrator to your computer before running the install This means you should have all rights the highest security settings on your machine before installing EnterprisePOS Contact your IT person or where you bought the computer if you are unsure e If any problems happen during the install process you can always un
5. Installation and Setup 9 Inventory Inventor y All products in the sample data have pictures associated with them There is an extensive right click menu to quickly view images of the products in this list Simply right click an Clicking the Inventory button opens a list of inventory products Once again you can double click any of the records to open the product detail inventory item and select Floating Picture View to open a picture view window gy sme esses Stock Repairs RMAs ITEM Stock STYLE Metal Item Description Dias Color _1 RI 700555 8R130 A D Sz 5 5 18K wG 18K WG D 0 07 ET Band 2 6 5 Ring D 07 E 2 RI 700273 8R3002 D R 52 6 5 18K WG 18K WG Dz017 Rz0 60 ET Band 52 65 Ring 0 17 R 60 E 3 RI 700277 883015 0 5 5 5 18K wG 1k WG 00 30 50 25 amp 5mm Ctr Mount Ring 0 30 25 ih Inventor y 4 700367 8R143 D 5 52 5 5 1RK wf Daz 1R 2047 FT Rand 755 Rina DAIR 47 E 5 Ri 70047 98R194D 52 amp 5 New Product E RI 700451 8R3029 D S 52 6 5 558 7 RI 700466 8R3035 D 52 6 5 View Modify Product Cost Detail Screen E 700557 8R3012 D 5 6 5 View for Customers NO cost data 4 iN a RI 720027 8R3009 D S2 6 5 E RI 700716 8R3031 D 5265 Custom Form View t E RI 7006 8R1180 265 Floating Picture View s E RI 700120 8R109 D R 55 59 700591 8R1620 5 6 5 ADD Quantity 5 21 ih RI 700588 8R172 D R 55 REMOVE
6. a POS configuration installation USB receipt printers must have the USB Serial drivers installed and working When Windows sets this up with Plug and Play it usually maps the USB port to the last COM port on the machine and installs the default COM settings These default port settings must be changed for the printer to work After the driver is installed make sure the driver is set to this last COM port mapped to the USB and change the default BPS from 9600 to 19200 The POSIFLEX printers require this faster setting to work Bits per second By default a 9600 BPS Data bits setting will not work It will print garbage until it Party is changed to 19200 All other settings are correct by default Stop bits How control ENTERPRISEPOS QUICK START GUIDE e Always plug the cash drawer directly into the printer not the terminal You want to set the receipt printer driver to always open the cash drawer at the start of printing E Posiflex PP7000 Partial Cut v3L Properties FK General Sharing Ports amp dvanced Device Settings de Posiflex PPFOO0 Partial Cut 3L Device Settings Form To Tray Assignment nis e Set the properties as follows x Installable Options Cash Drawer CRT Pulse Width 200 ms Cash Drawer CR1 Kick out Drawer AE Docu Start Pulse Width 200 ms Additional Begin Job Cmd Kick out Drawer At Docu Start Additional Stark Dac Cmd Additional End Crd Add
7. actions actions below You can double click a customer to open a full screen with more detail You can also double click any customer action below to open any sales receipt You are looking at this customer s transaction history Customers File Edit View Tools QUICKSALE Reporting Administration Help System By Ft ame m z eed iter ACCT Full Name COMPANY TITLE Status TELL 1 TELL 2 1 4301 Doe Jane Wane Doe Inc Active 305 555 3000 2 45 Smith Angela Romance Diamond Co ACTIVE 479 555 9289 479 555 2703 S 3 271408 Jones Jackie Jackie Jones amp Company Inc Active 305 555 1202 Click a customer gt on top and view the transaction history Double Click an INVOICE to m Date Action Ticket ulmi 05 20 2008 INVOICE AR 3478 Invoice 3478 fi open the sales ticket 2 04 28 2008 INVOICE AR 3467 Tivos 2467 fi SS AM UE E 3 04 23 2008 INVOICE AR 3465 Invoice 370 ING Deb ik d emt Mant 4 04 01 2008 INVOICEAR 3454 Invoice 3454 fi 5 03 11 2008 INVOICEAR 3446 Invoice 3446 f 6 02 07 2008 INVOICE AR 3427 Invoice 3427 fy 7 01 23 2008 INVOICE AR 3424 Invoice 3424 fi 8 01 03 2008 INVOICE AR 3420 Invoice 83420 fi 9 12 18 2007 INVOICE AR 3408 Invoice 3408 f 10 12 05 2007 INVOICEAR 3402 Invoice 3402 f ME 11 11 15 2007 INVOICE AR 3391 Invoice 3391 fi me
8. install the software in the Windows Control Panel When the setup program launches the initial screen will inform you that the system is preparing to install This may take a minute or two InstallShield Wizard Preparing to Install fi EPOS Setup is preparing the InstallShield Wizard which will quide you through the program setup process Please wait Extracting EPOS msi Cancel Next you should see the introduction screen welcoming you to the installation process Click Next to begin Installation and Setup 1 2 ie EPOS InstallShield Wizard Lo Welcome to the InstallShield Wizard for EPOS EPOS Setup is preparing the InstallShield Wizard which will guide you through the program setup process Please wait Computing space requirements The program license agreement appears You must accept the agreement before you install the software il EPOS InstallShield Wizard PROGRAM LICENSE AGREEMENT The computer software program s and documentation contained in this package and any modifications updates revisions or enhancements hereafter will be referred to as the Licensed Material LICENSE um Trerdate a Derm tem oes owe ee 000380070 c eee so eee Ds soe I accept the terms in the license agreement I do not accept the terms in the license agreement InstallShield canes Click I accept then click Next to proceed The following screen all
9. itional Start Page Crd Additional End Page Cmd e Rename the receipt printer driver to CASH_DRAWER for the POS to easily recognize this as the mechanism to control the drawer e Addanew GENERIC TEXT ONLY printer and point it to the same port as the receipt printer then rename this printer to RECEIPT PRINTER for the POS to easily recognize this as the printer for all receipts e Make sure and select the TOUCH SCREEN and RECEIPT PRINTER options in EnterprisePOS System Settings under the EPOS Desktop Administration menu e The Pole Display hardware settings are set up within the EnterprisePOS HWCONFIG INI file located in the programs folder of EPOS Depending on the model will depend on the settings you need to enter into this file e Enter your merchant account settings into the HWCONFIG INI file after installing and configuring the PCCHARGE Payment Server for processing of credit cards through EnterprisePOS Note all other hardware settings should work without changing any default settings touch screen magnetic strip reader etc Have a KITCHEN printer If you want EPOS to automatically generate a ticket for the kitchen simply add another receipt printer GENERIC TEXT ONLY and rename it to KITCHEN EPOS will automatically find it and send a receipt to it This is for the kitchen to know what to prepare after each sale ticket is generated Installation and Setup 15
10. le Edit View Tools QUICKSALE Reporting Administration Help New Change Form View Print k Print Selected Table Data Dump Ctrl P Frinter Setup Import Export Business Profile Import Export Transactions Import Export Data Records Import Inventory from another Location Import from Recipe Manager Vydata Systems may have pre defined some screens for you You can use this feature to customize already designed screens Once the Forms Generator tool opens you can click select File Open to see a list of forms screens you can customize File Edit Insert View Settings Help W hH A TE 34 the CATERIE Custom Product S FORMS vx Cancel 3 FORMS available for Setup 5 Form Name Form Title Data Link EPOS THE CATERIE BAR ETABLES EPOS CATERIBEPOS THE CATERIE JETABLES ETABLE CATERUniill FloorDiagam JETABLES ETABLE ETABLES INVOICE Custo PRODUCTS Products REPAIR Repairs SIMPLE Invoice TEST Invoice PPY HO SPECIA MPLO Installation and Setup Note the Data Link column shows what area of the system the screen is for ETABLES forms are for custom cashier touch screens at the point of sale CUSTO forms are specifically for invoices Quick Sale or customer information PRODUCTS forms are for inventory These are the most commonly used 11 If you select a custom PRODUCTS form you can revise how you wa
11. llation has completed there should be an icon for the system on your Windows Desktop and within the Programs Files folder Double click the icon to launch the application The first time setup process will launch to finalize the configuration process First Time Setup The first time you run the software after installation you will be required to enter some basic information that EnterprisePOS needs prior to getting started This information is collected by a first time setup wizard ENTERPRISEPOS QUICK START GUIDE FIRST TIME SETUP Welcome Thank you for choosing EnterprisePOS for your point of sale business needs This First Time Setup Wizard will walk you through a few simple steps to get you started using the software in no time Click Next to Continue Click Next to begin Now you must enter your serial number to unlock the software The serial number should be printed on the back of the CD case or box that came with your software If you received your software by download then you should ve received a follow up email with this serial number FIRST TIME SETUP Welcome STEP 2 Unlock your software Serial Code enter it exactly as printed Enter the software SERIAL CODE above You should see this code printed clearly on the CD case If not contact the distributor where you received the software Or call 866 272 6767 Click Next to Continue Enter the serial
12. m Choose the setup type that best suits your needs POS isl EPOS InstallShield Wizard Please select a setup type i Complete All program features will be installed Requires the most disk space Choose which program features you want installed and where they will be installed Recommended for advanced users Click Next to see the final verification screen before the installation process begins Click Install to begin The complete installation process should not take more than a couple minutes depending on the speed of your PC Installation and Setup 38 EPOS InstallShield Wizard LX Enterprise MI POS Click Install to begin the installation If you want to review or change any of your installation settings dick Back Click Cancel to exit the wizard Back Install Cancel When the installation process has completed it may ask you to reboot your PC We recommend rebooting your PC whether you are prompted or not to ensure all new components installed are loaded into Windows After the install finishes you should have an icon on your desktop and in the Program Files folder to run the program The final screen will have a Finish button to end the installation Note that only sample data is installed initially if selected The first time you run the program you will be configuring the system further specifically for your company Post Installation and Getting Started 4 When insta
13. nt your inventory displayed within EnterprisePOS You can add fields resize bold italicize underline or change fonts move fields around remove fields add pictures background colors etc Vydata Forms Generator PRODUCTS c jme File Edit Insert View Settings Help m DeHelfxi uwWhnumugBg 39389 the CATERIE Custom Product Screen STOCK 1t SKU Product Category Product Name Force MODIFY Item After Addin Force MODIFY Item After Addin PRODUCT DETAIL Color Unit Cost Primary Vendor Mark Up SALES PRICE Vendor BATCH Qty Ext Cost Ext Price HAPPY HOUR PRICE SPECIALS PRICE Bin Location EMPLOYEE PRICE Force MODIFY Item After Adding ETables Button Order Likewise you can also load an ETABLES form to design the look for your cashiers at the point of sale only for touch screen systems and generally specific to the food industry 3 Vydata Forms Generator EPOS CATERIERAR E j File Edit Inset View Settings Help YIX 7 M EPUS THE BAR C Dom EMPLOYEE a For step by step detail on how to modify add or remove forms read Chapter 10 the File Edit View Menus in your EnterprisePOS User Manual 12 ENTERPRISEPOS QUICK START GUIDE System Administration Before you can really begin using the system completely you should enter your user employee
14. number now then click Next The next screen is where you enter your company site information This information is what will be displayed on your reports You can enter your company name and a brief slogan optional to appear on your report headers top Installation and Setup 5 FIRST TIME SETUP Welcome General System Settings Company Name Vydata Systems Address Change Add 555 Lee Dr Ste Baton Rouge 70808 re Advanced Settings The Advanced Settings are optional you can continue with the default system settings for now and adjust them later under the Administration menu of the Desktop After entering company information you can click the Change Add Company Logo button to add your company s logo to the system It will appear on reports and screens throughout the system Your logo needs to be in either JPG or GIF format and relatively small 200x200 for example for best viewing Click Next to Continue At this point we do NOT recommend using the Advanced Settings button This launches a separate wizard with much more detail After you log into the system you ll have opportunities to tweak the system further if you want additional changes or customizations Click Next to proceed FIRST TIME SETUP Welcome Customize System Screens Fields etc gt YOUR selected profile o Customize Screens Customizing your business is OPTIONAL you can continue wi
15. odule business reports Click any of these buttons on the far left panel to access these areas Note that you have 2 versions of the same Desktop You have the EPOS Desktop older style single user or the EnterprisePOS Desktop newer style multi user web ready Under the START menu you will see both icons one for each Desktop Consult the user manual to see which is best for you We also recommend registering the product on line at www EnterprisePOS com Registering your product will give you many benefits including periodic updates and 60 days of free technical support Note that if you do not have an Internet connection where you are installing the software you can always register your software by calling Vydata Systems toll free in the United States at 866 272 6767 or 225 272 6767 internationally Test Driving the Sample Database EPOS Desktop After logging into the system the Desktop opens This is generally the product module the store manager or system administrator uses Cashiers that only process orders for your business will generally not log into this module From the Administration System A dmin exe you can assign people as cashiers that will only access the sales module For this brief sample data walk through we are only looking at this system from a Manager or Administrator perspective Customers x Clicking the Customers button opens a list of customers Simply click on any customer to display their trans
16. ows you to enter your name and company information The bottom option box defines whether you want this installation configured for anyone who uses this computer all users or only the person doing this install you We recommend leaving the default to anyone unless you want to lock out your data for only you the user signed in currently to see If you select the second option to install only for me then any other user signed onto the machine will not be able to open the application ENTERPRISEPOS QUICK START GUIDE gl EPOS InstallShield Wizard imm Customer Information g Enterprise Please enter your information Em P os User Name Jane Doe Organization Doe Clothing Company Inc Install this application for Anyone who uses this computer all users Only for me Kevin InstallShield Select which option is appropriate for you or your business and click Next to proceed The next screen allows you to pick and choose which options to install or to keep the default option of installing everything Complete We recommend always keeping the default to install everything unless you are an advanced user and know exactly which components to install A sample database is automatically installed in the C POSDATA folder but you can click the Custom option to elect not to install it If you already have a database in the CAPOSDATA folder it will not over write it Setup Type E Enterprise m
17. pens The initial screen opens to EPOS Today which shows you everything due or over due in your system for today Click the buttons to display the data on this screen ge User Name Password E EnterprisePOS Desktop BUICK SALE Reporting Administration Help Vydata Systems EPOS TODAY REPOR 5 23 2008 S OUTLOOK TO 10 06 49 PM X EPOS TODAY TICKETS DUE You have 2 total TICKETS DUE for Next Month a REPAIRS DUE You have 11 total repairs scheduled for PICK UP through Next Month CUSTOMERS You had 25 new customers last Month You have 426 customers with Man B Day through z Next Month You have 451 customers with Lady B Day through Next Month You have 515 customers with Anniversary through Next Month Over Due Items QUOTES PAST DUE You have 1 total proposals that are EXPIRED as of today TICKETS OVER DUE You have 54 total items OVER DUE as of today gt INTERNET Queue Updates 95 STOCK Shortage Custom Programs Welcome to Enterprise Point Of Sale admin REGO1 DEFAULT REGISTERED There are other areas you can access from the initial screen as well To access Customers general customer data mailing lists sales receipts quotes proposals layaways consignments credit etc Inventory product detail repairs etc Vendors supplier data vendor product line catalogs for ordering purchase orders etc or the 8 ENTERPRISEPOS QUICK START GUIDE canned reporting m
18. roduct CATEGORY Fields option However the last two options in this menu is where you do all company location group and employee management The User Security Administration Module selection in this menu will launch the Administration utility You will need to enter your employees here and assign security privileges to the groups they belong to There is a complete manual devoted to this module The Manual folder on the EnterprisePOS install CD includes the EPOS Administration Manual for full documentation on this utility Manual E SSE __ TEPOS Administration Manual pdf p EPOS QuickStartGuide pdf t EPOS Desktop User Manual pdf Installation and Setup 13 POS Hardware Configuration 14 Although EPOS works fine on nearly all POS hardware products we recommend the POSIFLEX line of hardware If your system was preconfigured directly from Vydata Systems you can skip this final section of this documentation However if you are configuring the hardware manually this section has some valuable information and recommendations to make your experience easier Recommended Hardware POSIFLEX JIVA All In One PC Register POSIFLEX PP7000 Series Receipt Printers POSIFLEX CR6000 Series Cash Drawers POSIFLEX PD2000 Series Pole Displays POSIFLEX SD400 Series MSR Hardware Configuration Notes Troubleshooting The following information may help you troubleshoot problems during
19. th the default configuration for now Select your Business Profile here This will apply specific customizations for all tables fields and screens Note that if you installed the sample database do NOT change the selected profile All screens in the sample database are customized under the default business profile If you change this the system fields will not match up to the proper field names You can always customize the system later so for now just click Next gt 6 ENTERPRISEPOS QUICK START GUIDE FIRST TIME SETUP Welcome Configure your PRODUCT CATEGORIES This will categorize your product offering and is important for defining where your stock is placed in the system It is important for inventory control ENTER PRODUCT CATEGORIES This step is OPTIONAL as well however setting up your product categories is a VERY important task to complete PRIOR to entering your inventory Click the ENTER PRODUCT CATEGORIES button to see the default product categories where products inventory are stored If you want to change or add new product categories you can do that here Note that once again if you installed the sample database we do NOT recommend you rename or remove any default product categories since there are inventory records located in these categories Once again you can always change this later It is a better idea to use the sample data to learn the system first and then
20. you can delete the sample inventory later and change the product categories at that time Click Next to proceed FIRST TIME SETUP Add Employees Setup user Groups af Adjust System f Access User Security Setup Rates Payroll n Setup Time Clock P Launch Admin Utility You can also choose to do this final step later as well and log in as the DEFAULT administration ID ADMIN and password ADMIN The final screen allows you to launch the Administration Utility by clicking the Launch Admin Utility button This utility allows you to add employees setup user groups adjust access privileges to the system by user or group setup rates payroll setup time clock etc Once you click the Finish button you are all done and ready to begin You should now see the login screen Installation and Setup Make a Quick Sale here Enter Customer Area Here Enter Inventory Area Here Enter Vendor Area Here Enter Reports Area Here SYSTEM LOGIN OK Practice Cancel Just Clock Me IN QUT Copyright 1997 2008 Vydata Systems Warning Any unauthorized duplication is a violation of Federal Laws WELCOME TO 5 Please sign on Unless you entered the Administration System and changed any employee user passwords the initial Admin login is always ADMIN ADMIN After you successfully log into the system the initial screen of the EnterprisePOS Desktop o
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