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User Manual - Advance POS

1. 1 Click the Take Away button from the top right hand corner of the main screen 2 On the coming screen click the Take Away button then you are able to choose the dishes of what the customers want from the current window Also you can identify the order number which is on the left top of the screen Page 10 of 50 2 Away Orders Telephone Orders ake Away Orders TA 3 Figure 11 3 1 3 Telephone orders Taking telephone order is pretty much same like dealing with the taking away order 1 Once you get an order on the telephone click the Take Away button once 2 Choose Telephone Orders from the coming window Take Away Orders Telephone Orders Take Away Orders TA 3 Figure 12 3 Then you will see there is another window coming up which is called customer Ask for the phone number from the customer and then put it into the single table named Cust No by using the on screen keyboard which is on the bottom of the current window Page 11 of 50 pun Customer a h NEW BROWSE PRINT EXIT Cust No Y Surname Given Mames Company Salutation Fosition Grade Default Inactive E State Fost Code Fecere Info Space Bar Figure 13 4 One click the green Enter button there are two possibilities that could happen e Ifthe customer exists in your database already all the information about this particular cust
2. Figure 16 If it is not necessary to modify the price and quantity you can keep entering the items until you get to the payment step Otherwise read through the next section Price Quantity Modification for more information 3 1 5 Taste Extra of a certain product Customers are entitled to ask for the choices of flavours or some extra stuff Sometimes for a particular product it may have several options for the ingredients and flavours so that customers can choose their favourite ingredients and flavours from the restaurant s available options The operation regarding this is demonstrated as following 1 Customer orders a medium size BBQ chicken Gourmet Wood fire Pizza Find the GW Pizzas from the category buttons and click it Now all kinds of pizza belonging to this category have been shown on the screen Page 14 of 50 Telephone Order T0 0421258089 Strickland Barcode T ender Disc int Pric Descnpton Figure 17 2 Click the first one Gourmet Woodfire Pizza medium which is what the customer wanted At the next coming window all kinds of GW Pizzas have been listed on the screen tick the BBQ chicken from those and then press the OK button Then you will see the Gourmet Wood fire Pizza Medium with BBQ Chicken has been shown on the order list area Dine In 19 0 Pr hy WEF TEPP Barcode ender Disc l Pro 19 00 B GWPA 19 00 1 GourmetlWaadhre Pizza Medium LL QA Gourmet
3. 1 Cinnamon Cream 16 02 2012 6 Custard Cream 10 02 2012 43 Tuna Egg Purchase Statistics All Sales 47 80 Total Accumulated Points 218 Total Unclaimed Points 218 Total Unclaimed Value 2 18 ee ee SS ar Inacio OA aan aaa aaa Roca an NEP i E e Figure 36 To change the points getting from sales and the value of the points see section 4 6 To claim the points before you make a payment in a sales enter and scan the membership card and the value of the points will be deducted from the sale Page 25 of 50 Take Away TA 27 Batcode T ender Disc Unit Price Oty R countable 1 Description Qty Price Cinnamon Cream 1 Cinnamon Cream 1 4 50 4 50 Points Claimed 218 1 2 18 Docket Summary E A A Docket lt New gt Items 1 Staff test Te Cust Tim Wu Pts 218 218 2 18 Guest 0 Dinner 1 17 02 2012 12 42 Figure 37 lf free bonus is set when Claim when quantity gt is set to 6 the customer can get his sixth product for free Take Away TA 11 Barcode Tender Disc Unit Price Subtota Discountable 1 Description Qty Price Cinnamon Cream Strawberry Cream 4 50 4 50 2 Free 1 4 50 AAA AAA A Payment 0 00 50 00 e i A o o Edit Rate Foreign Comments j Changes Discount Trancate Trancate No ie Balance to 10c to Dollar Trancate j E Docket lt New gt Items 1 Sta
4. Be aware that please keep your password secure all the time Page 4 of 50 Figure 1 1 2 2 POS Expert Front Main Window i w Figure 2 The POS Expert Front Main Window is shown above with the five main areas of the screen The four main areas of the POS screen are comprised of the following Scanning Panel Sale Panel Product Panel Amount Quantity Control Panel and Function Panel Page 5 of 50 lake Away 1 4 Beecoda T enden Thoc Scanning Panel Description Figure 3 2 Preparations for POS Expert Before using POS Expert Front several preparations are required All the preparations are necessary to run POS Expert Front smoothly Be aware that preparations do not contain installation 2 1 Preparations set in POS Expert Back Office 2 1 1 2 1 2 2 1 3 several preparations are set in POS Expert Back Office They are the most crucial part of all preparations Staff The Staff concept is important in both POS Expert Front and POS Expert Back Office In POS Expert you are logged in using a staff number Staff No All the transactions and system maintenances tasks will record the staff number for review purposes Please refer to section 2 2 in POS Expert Back Office for more information Stock Stock in POS Expert is considered as products with purchase sale information such as barcode price and inventory quantity Without a Stock setting you are not able to make a sale in POS Exp
5. 19 3 1 8 Payment MPU eei a a 20 3 1 9 Finish your transacto sa ai 23 3 1 10 Deletesa particular Msi il cat ideds 23 SEL Clesrthe entre order ac ccoo cote 24 ILIE MWMemberstip c ardid id 25 Die ay TNC INE gestae agate tan saste a tice E nateseetaatel ara cbanceneas 26 ea Cash Pay Mente nas c ooo 2 a DR Card La Medea loli ile 28 323 Med Paymo ibunda a aa a 28 3 3 Advance POS Expert Front OperatiON ooooocnncncncncnononnnnncnnnnnnnnnnoncnnnnnnnnos 28 3 3 1 Discount etin 62 E E a a 29 9 322 Binding a Customer to the Sale ooocccccnccccnnnnnnnnnononnncnnnnnnnss 31 3 3 3 VOIL TEM Je ticostinsteh aa oss Sesed canes atateledeloastetcuahleantsaetsc 32 3 3 4 A O A II N 33 3 3 5 Cai Ot da ol cita 35 3 3 6 aS I Witness 36 3 3 7 ERTROS Device 36 3 3 8 Sale RECO da 38 3 3 9 O 39 PO SI A 39 3 3 11 Other modules POS Expert FrOWt ccccccccccconcnccnnnnnonononocnnnnnnnnos 40 A 50 8 0 eaaa a O a N 40 Page 3 of 50 4 1 FN A A E A 40 4 1 1 OVC Wanda iia 40 4 1 2 Held DENNION A E T 41 TAPED aS aa 4 SA A ait iaan baie aoeats 41 AAA al AAA dessus 42 4 3 OPOS VE FTPOS sti as 43 Ak O anne one aae 44 4 4 1 A E A A A 44 4 4 2 als T 44 4 5 PENG CS tia li ads 45 A A O A enema iad 46 4 7 PP enc asa sacupnate ven nota aacenne Semcatnancen 47 4 8 TOUCH Rey Pd eateries da 47 4 9 QUE TS serrate Se ds A minal 48 1 Welcome to POS Expert Front 1 1 Introduction Welcome to POS Expert Front and welcome to be a part of
6. Be aware that the limit is set in the POS Expert Back Office Don t open till Till Drawer cannot be opened if this box is checked Back up docket to file The invoices will be stored in PDF file into your designated path automatically Multilanguage Stock Description The item description will be printed out in both languages in the dockets Beep When Enter Non existing Stock Set the Beeping type for when an item cannot be found Skip Fields lt to be filled in gt Rounding Depends on the business requirements you can choose from No rounding Nearest 5 cents Nearest 10 cents or Nearest dollar Opening Till Need Password This option is temporarily not available Backup Docket to File It is suggested to check this option so that the system could stores the docket as a graphical files It is a copy of your docket printed out from your docket printer 4 2 Periperals 4 2 1 Overview Page 41 of 50 W Options Shibuya Cafe Touch Keyboard Peripherals Docket Printer RARE i pdfFactory Pro Set Printer Use Customer Display Don t Print Sales Dockets Preview M Use Electronic Scale ga n elapse ela fe CAS AP 1 Label Printer C CAS PD M Wedderbum DS770 Set Printer REO to Print 0 Left Margin 0 Cash Drawer Used la Docket Printer Type Cash Drawer Ta ESC p NULL Ctrl T F Printer Posiflex PP 3000 ST rigger i Cutomer Disp Test All Star Thermal Mono C
7. Medium BBQ Chicken 3 Choc Fudge Brownie 3 Are you sure to delete all items ordered by 10 04212580897 L 15 b Figure 35 Page 24 of 50 3 1 12 Membership card Customers can hold membership cards to get points on a sale The sale would change into points and put into the membership account They can claim it later to buy other products There are 2 ways to a membership card in a sale you need to do it on the sale window before payment or before sale e Select a patient Click on the button Customer at the top right corner then click on Browse or enter conditions to search then click on the line and at last click on Select button e Scan or enter a membership card number Usually starts with M After the above you have selected the customer The points gained would be displayed on the bottom bar of the window You can also go to Sale window Customer then browse and select a customer On the Sales tab of the customer information you can view the points and value M Customer aq 8 a amp y NEW COMMIT BROWSE PRINT EXIT Cust No mMC04871 Surname wu Given Names Tim Company Salutation Position Grade Grade A Inactive F Purchases Product 17 02 2012 1 Cinnamon Cream 17 02 2012 5 Choco almond Cream 16 02 2012 48 Chicken Avocado 1640242012 53 BBQ Ham Egg Cheese 16 02 2012 7 Caramel Banana 16 02 2012 9 Caramel Cheesecake 16 02 2012
8. POS Expert family This manual is best read by those who will be primarily concerned with the operation of the point of sale system cashiers store managers sale associates or other employees who will be responsible for the sales POS Expert Restaurant Version is a part of the POS Expert Family It comprises of two main applications which are POS Expert Desk Front and POS Expert Back Office The POS Expert Desk front features 3 main Functions like sales customer traffic control and the management of the entire restaurant s running The POS Expert Back Office is significantly for the managers or the owners to manage and maintain the relationship between restaurants and their suppliers and customers as well as the internal staff In addition POS Expert Back Office provides the function to view the kinds of previous sales reports which can focus on a particular product or a particular period 1 2 POS Expert Front Overview 1 2 1 Login Once you have finished your stock and customer as well as the staff information importing you are able to utilize most of the functions of the POS Expert Desk Front At the very beginning find the shortcut of the POS Expert Desk Front which is named POS Restaurant on the desktop Double click it and then you will see a Login window typing the password which is also the staff ID finish with one click of the green Ok button Then the POS Expert Front Desk main window will be opened up immediately
9. are able to do it in a similar way like changing the taste mentioned above Find the extra button from the same area and then tick the options on the right hand side of the screen finished with one click of the green ok button Then the extra stuff has been successfully added on the customer s orders t 4 Delay Urging Figure 20 Page 16 of 50 ao No garlic No tomato No cheese No pesto No tomato sauce No parmesan No gorgonzola No bocconcini T No feta No kalamata olives No sliced olives No basil ig eo e ere e No mushrooms No field mushrooms No red onion No white onion No capsicum No eggplant No anchovies No potato No pumpkin No olive oil No mince Figure 21 Basic functions and operation skills For considering the frequently happened matters in a real restaurant the system provides the operators a bunch of keys and buttons to simplifiers their work to make the workplace efficient and effective The followings are the most frequent actions you may experience 3 1 6 Change the quantity A customer ordered 5 cans of coke For this circumstance you do not need to waste your time to click the coke button for five times There are three simple ways to get it done Method 1 1 Swap to the Payment Panel by one click of the Tender button 2 Press the quantity you want to enter for this case we have 5 cans of coke press the 5 button followed with one click o
10. AP on Docket Default Staff lo 7 W Include GST Amount Default Customer a i Include Ext Description ABN Ho Apply Cancel Figure 43 m Ww Disc Code can be printed as a barcode label in POS Expert Back Office such that whenever you scan the barcode label the system will smartly change the discount to the value you pre defined 3 3 2 Binding a Customer to the Sale To attach a specific customer to a sale click Other Func then Customer to get the Customer window Apply the Select button to attach the customer highlighted to your current transaction and the window will close automatically Page 31 of 50 IM Search For Customer Search 5 records loaded Cheung Christy Figure 44 3 3 3 Void Item You may need delete item during POS Expert Front operation Click the item you want to delete to make it highlight then click Change order button you will see void button click it you will delete the item from the list Figure 45 Page 32 of 50 3 3 4 Take baay TAT Figure 46 If you want to clear all items of this transaction click clear table button see the above figure Refund There are several situations where a refund transaction is necessary each differs slightly in process This is of course assuming that the refund is valid and authorized the following section describes how to perform refund transactions in POS Expert Front The two main methods of e
11. Front For Pro version only Enable DVR POS Display The real time sales information can be shown on your DVR screen of your internal CCTV system synchronistically Enable LED Display You can enable LED display connecting with POS terminal Set the LED IP Address and LED Port to get connected 4 8 Touch Keypad Page 47 of 50 4 9 Others MN Options Shibuya Cafe Peripherals OPOS EFTPOS Touch Screen Keyboard For Stock Items Touch Keyboard for Dine ln j Touch Keyboard for Take wap ql Touch Keyboard for Phone Order 1 Select Keyboard In Sidebar Stock Picture Folder Cie Figure 67 Page 48 of 50 Sub Stock Button Columna T Sub Stock Button Height T Sub Stock Button Font Size 14 W Sub Stock Button Show Picture Extra Grid Row Height 1000 iw Extra Grid Show Price Options Shibuya Cafe Others Sale Grid Row Height 300 No Guest Number Sale Grid Font Size 12 W No Docket Discount ke Audit Voided Stock Items Use Size No Sequence Number in Sale Grid Show ltem Status in Sale Grid Delay Sending Order for Take Away Default Staff Eig Print Take Away Ticket J Shut Down Computer When Exiting Program Use Random No for Take Away Keep Uncommitted Orders for 7 i Closing Meg Dialog After 10 seconds Sale Idle Mode Starts After 60 a Kitchen Picture le Figure 68 Sale Grid Row Height You can adjust the sale grid row height from here The def
12. Group Line for Kitchen Docket No Guest Number Only for Dine in mode When you press the Dine in button there is no guest number window coming out No docket discount The docket discount function is disabled Audit Voided Items All the items which are voided by operator from the system will be audited automatically into database Use Size The size option can be displayed on the Delay sending orders for take away If you have a lot of orders going to the kitchen the system will send the take away orders after dining orders Page 49 of 50 Print take away ticket The printer will print out the take away tickets for take away orders by enabling this option Enable Telephone Order You can enable or disable the telephone order function from here Print Docket for Voided Items When you delete any sent items from the system the printer will print out those items automatically Use Random No for Take Away The take away order number will be ranked in desultory Page 50 of 50
13. HelecOm lete pos solutions POS Expert Front Restaurant Version User Manual Ver 1 23 21 Feb 2012 Page 1 of 50 Revision Sheet 10 2 2012 Updated by Riche 15 2 2012 Added cover and index content copied from quick start guide 16 2 2012 Update figure numbers and other fonts 20 2 2012 Copied document from a quick installation guide 21 2 2012 Copied and added for Options Page 2 of 50 POS Expert Front Restaurant User Manual Table of Contents l Welcome to POS Expert ronca dais 4 1 1 o ne errr erm mre E eRe arenn tener ree E 4 1 2 POS Expert Front OVENI EW oien ianee ts 4 1 2 1 A 4 Lez POS Expert Front Main Window cccccecceeseseeeeeseeceeeeasees 5 2 Pronat ons TOPOS EX CG tando ial aasaeoctrarids 6 2 1 Preparations set in POS Expert Back OfflCE oooccccccccoconoocccnoncncnnnnnos 6 2 1 1 O nn ence ate T 6 ZA LOC Ke aie tesco cereals cence seared eae eee 6 9 CUSTOMER aid ipads 6 22 Preparations set m POS Expert Pront aii id 6 2 2 1 ERTLOS DEV ra accio 7 3 POSEXper ront OperanOns ui a di 8 3 1 0 ARA PA ne ee ee en eee ee een ee 8 3 1 1 We dm OT iio 8 32 Take Away Orders seng ees nn De A tcecussatsltnes 10 3 1 3 Telephone Orde Senen o a 11 3 1 4 Enter prod cenit 13 313 Taste Extra of a certain prodUct oooinnioncconioniosanacinniccroncananc naci ns 14 3 1 6 Chance the quan 17 Sl Price Quantity Modification oooooocnnnnnnnonnnononnnnnnnnnnnnnnncnnnnnnnnonanos
14. Italian Salads Pitchfork 2007 Cabemet Wi e Tendered Balance Get Last Receipt The System asks whether to commit the transaction with 3 00 change If yes simply select yes to print a docket otherwise click No to step into the Other Payments window Page 21 of 50 A W dees Dipe Lahe Away Description 1 Galt Bread 2 llahan Salads a Pitchfork 2007 Cabernat Changes Get Last Receipt MISC Figure 30 There are four columns in the payment table payment method abbreviation of the payment method foreign exchange rate base on AUD and amount Payment method s can be initialised in section 4 4 Payments Normally Figure 30 the first row is always cash input and you only need to input the amount to continue if customer wishes to pay AU 20 00 cash and AU 27 00 as EFTPOS type the amount as shown in the above figure Take Away TA 9 Barcode T ender Disc Unit Price Oty Subtotal Discount Discountable Description Payment 47 00 1 Garlic Bread 2 Italian Salads 3 Pitchfork 2007 Cabernet Cancel 4 Peroni Comfirmation Q Commit Tansaction Cash Change AUD 0 00 Tendered Balance e Cash Out Get Last Receipt Start EFTPOS Figure 31 lf the payment amount is same as the bill amount and the customer is paying by cash or EFTPOS you can simply click the CASH butto
15. Shibuya Cafe OPOS Device Names Cash Drawer Scanner Scale Docket Printer Customer Display EFTPOS Enable EFTPOS f Ingenico PC EFTPOS f Quest EftposPlus Min EFTPOS Amount 0 Caller ID J Enable Caller ID Device Apply Cancel Save Figure 62 You can set up your OPOS devices to connect with the systems by simply putting the devices names into each text box Page 43 of 50 4 4 Payments 4 4 1 Overview Payment Option allows you initialise the payment methods and the exchange rate for foreign currency respectively W Options Shibuya Cafe Available Payment Types Exchange Rate AUD must be first Payment Type Surcharge Curency Rate IC COI p E en ma E luso E o pmo n p Reset Last Daily Cashup Time 00 00 00 Docket Options Include RAF on Docket No Tender Order Only Include GST Amount Ww Open Till For Cash Sales Only Include Ext Description ABN No 1234567890 z Show Categor Summary in Cashup Docket No Payment Confirm Dialog Apply Cancel Save Figure 63 4 4 2 Field Definition 1 Available Payment Types Different payment methods can be input using the Add button on the right of the table Some Payment types are fixed such as Cash and Account due to special requirements in the transaction e To add a new payment type click the Add button once put the name into the Payment type finish with one click of t
16. Woodire Pier tiled 31 01 2012 418 13 PM Stat Test TT PMA Dine In 19 0 LAA Descnoton Descnpt on gt vocvado Chicken Satay Chicken Sandpiper Bill Delay Urging Paan Conmnent ondor arca Urging Take Away Cominent Pender Figure 18 Page 15 of 50 Click the change Orders button once and you will see the function panel coming up Sometimes customers have their own preferences on taste and flavor The system therefore provides the options of special flavor for customers As we mentioned above customer ordered a medium size Gourmet BBQ chicken pizza which contains some garlic feta cheese and some herbs on the original recipe If the customer does not like the garlic feta cheese and coriander on the pizza simply highlight the specific item by one touching from the orders window and then find the Taste button below the orders window Click it once and you will find out all the special tastes have been ranked on the right hand side of the screen Tick the options of No garlic No feta and No coriander from them finished with one click of the green ok button on the bottom A customized order has been done and you will see all the options according to the customer s request have been listed on the orders window 4 y Delay Urging Figure 19 Certainly if customers want to put some extra stuff on their ordered products you
17. ault size is 300 You can widen it or narrow it by changing the value of it Sale Grid Font Size You also can adjust the font size to make it bigger or smaller by altering the value of font size to make it greater or lower than the default size 12 No Sequence Number in Sale Grid There is no sequence number in the front of each single item in the sale grid Show Item status in Sale Grid Whether the item has been sent to the kitchen or not you can identity from the text colour on the screen Default Staff Input the default staff number in here The system will recognize this staff as the logged on staff no matter who log into the system while POS opening Default customer If no customer is entered use this default customer Default Site If your premise has been divided into more than one site in the POS as the dining in area you can put the name of the most frequent one here as the default site The system will bring you to this site when you click the Dine In button Shut Down Computer When Exiting Program The computer will shut down automatically when you close the program Keep uncommitted orders for Keep it for certain seconds Closing MSG Dialog after _ seconds The system will close the message dialogue box after indicated time period Sale Idle Mode starts after _ seconds The system will go back into the idle mode in a indicated time period Kitchen Picture Folder You can define your kitchen picture path from here Add
18. cket Default Staff IS enj 4 Include GST Amount Default Customer W J Include Ext Description ABN No oo oo Cc 90 090 co 90 090 co Cancel Close Figure 5 Page 7 of 50 Mm Options ABC Supermarket Peripherals OPOS Device Names Cash Drawer Scanner Scale Docket Printer Customer Display Iv Enable EFTPOS Ingenico PC EFTPOS Quest EftposPlus Touch Screen Keyboard KBI KB1 Use Description KB1 Use Description2 Figure 6 In the above figure there is a check box for enabling EFTPOS called Enable EFTPOS and two types of EFTPOS machine called Ingenico PC EFTPOS and Quest EftplsPlus respectively To enable the EFTPOS device check the box first then select the proper type of your EFTPOS machine and press Apply to confirm the settings 3 POS Expert Front Operations 3 1 Sale 3 1 1 In this section we are going to introduce the standard POS Expert Front Operation including barcode scanning price quantity modification and payment input These steps are the basic skills for you to be a professional user of our POS Expert system Like other popular software in the computer world POS Expert Front operation is as easy as you pressing the Enter key Usually customers have three main options to consume products in a restaurant e Dining in orders e taking away orders e Telephone orders POS Expert therefore provides d
19. cts e Get Free Bonus For example if you check Give Free Bonus and Bonus Categories is set as Hot Drinks and Claim When Qty gt is 6 it means the 6 product the customer purchase accumulated in this category will be free Page 46 of 50 Prefixes e Membership Barcode Prefix Membership holders can get points from sales e Gift Card Barcode Prefix When the barcode entered starts with this this card will be consider as gift card The customer can charge whatever amount and give the gift card to a friend e Prepaid Barcode Prefix When the barcode entered starts with this this card will be consider as a prepaid card 4 7 Display Options Shibuya Cafe Display Enable Second Screen Display Enable Kitchen Ready Notification C Style 1 f Style 2 Enable DYR POS Display Enable LED Display DWA IP Addr 1192 168 0 96 LED IP Addr 1192 168 1 81 E CA Fort 8000 LED Port 6000 Figure 66 Enable Second Screen Display In some shops the POS terminal may have dual screens that one for the operator and the other faces to the customers side The second screen display can present the sale information at the same time while operator taking orders but also it can play some advertisements when POS terminal is idle You have two styles to choose from for the second screen display Enable Kitchen Ready Notification When the food is ready from Kitch Touch the number will be displayed on POS
20. ecked Label Printer There are maximum two label printers which could be set for you to print every single item in label format The configuration method is the same as the settings of E Page 42 of 50 the docket printer However as soon as you finish your label printed setting s here you still need to edit its configuration in your POS ini file to assign print task for one printer or one of each Please refer POS ini file explanation for details 4 Docket Printer Type Cash Drawer Some control commands are sent directly to the printer Please refer to the command code manuals for the printer you are using Drawer Trigger The drawer is connected to the printer and this command will open the drawer Customer Displ This command will send text to the LED display that connects to the printer Cutter This command will cut the paper fully or partially Double Width The upper one is the command to start double width The lower one is the command the end double width Printer This is the profile number associated with Peripherals ini file The docket name is Docket Printer lt number gt See also the Peripherals ini comments 5 We recommend you set up the other fields in Peripherals Options as default The option values depend on the hardware connection and the printer drawer scale customer display driver 4 3 OPOS EFTPOS This Option page allows you set up the OPOS EFTPOS driver and the Touch Screen Keyboard Options
21. ent transaction it will be returned to No Discount after the transaction is completed There are four ways to apply the discount 1 Use the price window Price Peroni Figure 39 Discounts are available in three types The shortcut uses percentage based discounts the direct value input applies a dollar off type of discount and Rounding is FXX X0 or XX 00 For example if an item were selling at 27 60 If you will like to apply 5 off input 5 to get 26 20 Set the customer grade for discount Please refer to section 8 5 in POS Expert Back Office for more detail Set the discount customer card Please refer to section 2 8 and 2 9 in POS Expert Back Office for more detail Set the Docket Discount Discount Code in the option page Click Other Func to open the Other Functions window as shown in Figure 40 then apply the Options buttons to open the Options window Select the Payments page you will find Docket Discount and Disc Code for discount setting Figure 41 Page 29 of 50 Other Functions Setup Shop Front Open Till Browse Dockets Cashup Session Cashup Daily Stock Take Price Schedule Attendance Logout Exit Program EFTPOS EFTPOS Control Panel EFTPOS Settlement Figure 40 Options ABC Supermarket Exchange Rate SUD must be first Tomemos Rate T aay BJA o ooo Delete Available Payment Types Payment Type Surc
22. ert Front Please refer to section 2 4 in POS Expert Back Office for more information Customer lf transactions are associated with customers you are allowed to review the transaction record group by customer Further POS Expert Back Office allows you to set up accounts for your customers with full reporting facilities for example you can give a particular customer payment credit for sales Please refer to section 2 5 in POS Expert Back Office for more information 2 2 Preparations set in POS Expert Front Preparations set in POS Expert Front are optional They are only necessary for some specific devices or specific actions Page 6 of 50 2 2 1 EFTPOS Device If you are using an EFTPOS Device you need to enable the EFTPOS options in the Options window To open the Options window click the Other Func button to open the other Functions window then apply the Options button Other Functions Other Functions Setup Shop Front Cash In Qut Keyboard Live Update Figure 4 The Options window is shown in the above figure Select the OPOS EFTPOS page M Options ABC Supermarket OPOS EFTPOS Available Payment Types Exchange Rate AUD must be first Payment Type Surcharge Currency Rate P Cash Add _ Add Delete Delete _Beset Layby Admin Fee 2 00 Def Layby Deposit o 2 Docket Discount oz Disc Code Doo Auto Disc Docket Options Other Options V Include RAP on Do
23. f the button and then click the coke button The 5 cans of coke have been listed on the orders window Page 17 of 50 Descnpton e aw PIZZAS L PIZZAS Y Types Figure 22 Method 2 1 Click the coke button once 2 Click the Quantity from the function Panel Telephone Order To 0471258089 Strickland Unt Pice 31 01 2012 5 40 00 PM Stat Test Description Oty Brea 5 a Taste fi Bi gt andi A TA MISL Figure 23 In the coming window press the 5 button followed with one click of the enter button Now you can see the 5 cans of coke have been shown on the order list window Method 3 1 Click the coke button once 2 Change the quantity by clicking the 1 or 1 button to adjust it to 5 Page 18 of 50 Telephone Order TO 0477 753089 Strickland Barcode Tender Disco l Unt Pice 3 5 CN ACTA Figure 24 3 1 7 Price Quantity Modification How can you change the price and quantity Select the item in the Sale Panel and once it is highlighted a copy appears in the barcode scanning area If you wish to change the quantity click the Qty button in Amount Quantity Control area or the Price button for price modification For example if you will like to change the price of Peroni item s price and the quantity Descapti n 1 Garic Bread 2 Rocket Salads 3 r On Pasta Sauce ha
24. ff test Te Cust Richie Wang Bonus 5 5 Guest 0 Dinner 1 17 02 2012 13 39 Figure 38 3 2 Payment POS Expert gives you flexible payment options to fit your business requirements It accepts kinds of payment methods that generally include cash credit card and Eftpos Page 26 of 50 All you need to do is to use the different buttons on the payment pad to finish the transaction 3 2 1 Cash Payment For that order the bill is 77 5 If customer gives you the exact amount of that bill click the Cash button once only If customer gives you one 50 one 20 and one 10 notes as well as Cash button press those four buttons once If customer gives you 78 simply click 7 8 and Cash button Telephone Order 710 0421258089 Strickland Sacadeel ender Oe Unt Price Descniption Salic Bread 2 Gourmet Woodire Pizza Medium BBG Chicken Choc Fudge Browne Coke Can Lobster Reef Pinot Noir Bottle Traditional VYoodfre Pizza Large Gluten free Base Medium Only 2 Meanwhile the cash draw will be opened up to and then you need to confirm the payment by clicking the yes button in the coming window Obviously from that window you also can identify how much change you need to give to the customers Page 27 of 50 Telephone Order To 0421258089 Strickland BarcodeT ende Dise ie is BBQ Chicken _ Choc Fudge Brownie Sl Coke Can z Lobster Reef Pinot Noir B Tradit
25. harge e a Cash oo M i fa Mastercard Jo Beet mes oo Jems fo ccon o irene o Bakta fo Dres fo Depot fo s o Docket Options W Include RAP on Docket W Include GST Amount We Include Ext Description Reset Layby Admin Fee 2 00 Def Layby Deposit et Discount gq Disc Code o M Auto Disc Other Options Default Staff oc eal Default Customer e ABN Ho Close Cancel Figure 41 For example if your shop is running a promotion and all products are 10 off it is easy to adjust the discount by Docket Discount value Just type 10 in the Docket Discount field and check the Auto Discount If you will like to produce a special code the code is only applied to the Barcode Tender Disc field of the Main Window for discount type the value in both the Disc Code and Docket Discount field the Auto Discount Option should be unchecked For example suppose the Docket Discount is 18 while the Disc Code is 181818 Type 181818 plus the Enter key in the Barcode Tender Disc field see below and 18 off will be displayed on the discount button Figure 43 Page 30 of 50 Description Gac Bread Payment Type Surcharge Currency Rate wich b Me o CO a JO C Master Cad 0 C eme O emro oS eae LaybyAdminFee 200 Bank Card JO Def Layby Deposit pase i et Discount ftv io Disc Code 181818 Docket Options Other Options W Include R
26. he Enter The surcharge is also available to be edited For instance the surcharge for American Express card user is 10 of the whole amount of the bill so we put 10 into the surcharge field of the AMEX e To delete a particular payment type highlight that one and then click the delete button once e f you click the Reset button all the initial payment types will be listed into the payment type field Exchange Rate This system supports multi currency as part of the payment methods The settings are pretty much the same as what you do for the payment type However you must put the AUD at the first as the default currency Page 44 of 50 Last Daily Cash up Time For some restaurants the closing time may vary from the calendar day so that you need to define your business daily cash up time from here 2 Docket Options If checked RRP GST Extended Description will be printed on docket as well Include RRP on docket The Recommended Retail Price RRP for each item will be shown on the docket For example if you give customer a 1dollar off discount on a bottle of coke the original price 3 5 and the after discount price 2 5 both will be presented on the docket Include GST Amount The sale price and GST charge both will be shown on the docket Include Ext Description The extended item description will be shown on the docket ABN No You can input your ABN Australia Business Number here a
27. he drawer summary eo lago Type 100 Dollars note 50 Dollars note 0 Dollars note 10 Dollars note Dollars Goin 1 Dollar Coin b Gents Coan 20 Cont Coan 10 Cents Coin b Cents Coin Figure 51 The Cash Up By Daily message window is shown in as below Daily Cashup Figure 52 3 3 7 EFTPOS Device POS Expert Front supports two types of EFTPOS devices Ingenico PC EFTPOS and Quest EftposPlus To use the EFTPOS device you must set up the EFTPOS device software Please refer to section 2 2 1 EFTPOS Device and enable the EFTPOS in POS Expert Front Please refer to the section 4 3 OPOS EFTPOS If you are at the stage of starting to make a payment like in the following figure press the EFTPOS button to open the EFTPOS status window as shown in Figure 54 Page 36 of 50 Garlic Bread 2 Rocket Salads 3 Choose Your Own Pasta amp Sauce Rocket Salads ENTER CARD Figure 54 On the side of your EFTPOS device as soon as you swipe the card select the account and enter the pin number in order the EFTPOS status window will be displayed as Error Reference source not found if the account input is correct TRANSACTION APPROVED Figure 55 In the above figure the transaction of EFTPOS transaction is approved If the pin number combined with the account type is incorrect the transaction will be declined At the same time no matter what the transaction result is docket printe
28. ifferent buttons on the main window for dealing with different types of the customers to distinguish the process of the different actions Dine in Orders When the customers coming into the restaurant the first you need to do is to ask the idea table that they want to be seated or arrange an appropriate table for them To operate on the POS Expert Page 8 of 50 Simply click the Dine in button once which is on the top right hand corner of the screen Welcome to ABC PIZZA HelecOm SYSTEM complete por Polluting Other Func Figure 7 Choose the right table number in the coming window by one click on the desired table tte be Ley bed be Ee Jc A M Design Mode Suppose we choose table t6 so that we just click on the t6 straightaway Figure 8 If there are 5 people coming for dinner click the 5 button once followed by one click of the green Enter button Page 9 of 50 No of Guest Noa _ ss Je B BBB M Desig Mode Figure 10 Now you can take orders for the customers on the next coming screen Certainly whenever you want to check the status of each table within the restaurant especially during the rushing hours just go back to the dine in window and then you can identify which table is available in white for customers or occupied in red 3 1 2 Take Away Orders Customers also can take food away rather than sit in the restaurant
29. ional Woodfire Pizza Fa Is eee Cask Leen Tendered Balance i E baila Balance to 1c to Dollar Trancate Cash Out 0 00 ET Gel Last Erg m t Start EFTPOS Racelnt DARINES ai Eee 3 2 2 Card Payment If customer wants to pay for the bill by card press the Other Types button from the payment pad In the next coming window choose which kind of payment method you are applying finish with one click of the Commit button 3 2 3 Mixed Payment In that order if customer would like to pay 30 in cash and 47 5 in EFTPOS You still need to choose Other Types from the payment pad In the coming window input the cash amount of 30 in the cash table by using the pin pad and 47 5 in the EFTPOS table Click the commit button followed by one click of the yes button to finish the transaction 3 3 Advance POS Expert Front Operation You are a junior POS Expert Front operator and you are able to finish a standard POS Expert Front implementation now However not all the transactions are as simple as the examples above How will you apply a discount to the item How will you handle an Page 28 of 50 incorrect item input In the following section we will introduce more advanced operations to make you a professional 3 3 1 Discount Setting In POS Expert system the discount setting is applied for one transaction only In other words when you set a discount for the curr
30. l If you do not check Don t Open Till in the Options window you can open the till drawer by clicking Other Func then the Open Till button 2 Logout Press the Logout button in the Other Functions window to log off from a current staff member user A login window will pop up allowing you re login with a different staff member user 3 Exit Program Close POS Expert Front 4 Options POS Expert Front provides user friendly modification options allowing much easier front control In the Main Window click Other Func then Option and you will be guided to an option panel It is divided into four categories General Peripherals OPOS EFTPOS and Payment In this section we will introduce these four categories in detail 4 1 General 4 1 1 Overview As shown in the following figure the General page is composed of three parts General Options Skip Fields and Rounding Page 40 of 50 Options Shibuya Cafe General Options Auto Remind Low Stock Beep When Enter Non existing Stock W Don t Open Till C No Beep Backup Docket to File fe Use PC Speaker le Multilanguage Stock Description f Use Windows Sound System Skip Fields Founding W Staff No Rounding W Selling Price f Nearest 5 cents i Discount C Nearest 10 cents i Customer C Nearest dollar W Scan Single Units Qty Figure 60 4 1 2 Field Definition General Options Auto Remind Low Stock Remind the user if the stock is lower than the limit
31. load the old sale first and then apply the Refund button twice 3 3 5 Cash In Out If it is necessary to record any cash procedures without a sale transaction Cash In Out is the best way to process Try to click the Cash In Out button to activate a cash operation window as Error Reference source not found Cash In Cash Out Amount Comments Figure 50 Type the amount in the Amount text box add comments optional then simply click the Cash In or Cash Out button depending on your circumstances Comments are defined in the Cash In Out Module of POS Expert Back Office please refer to section 8 4 in POS Expert Back Office Page 35 of 50 3 3 6 Cash Up The Cash Up function allows you Reset your drawer s cash status helping you check your transaction result compared with the drawer status in reality In POS Expert Front there are two types of Cash Up by Session or By Daily It is obviously that the two methods are different from the period calculation The start date of Cash Up by Session is the last ending date of Cash Up by Session In other words there is no limit to the Date and Time for cash up and the period is not separated by date logically However Cash Up By Daily is critically dependent on the Date To run the Cash Up click the Other Func button then select the Cashup Session or Cashup Daily key The Cash Up by Session message window is shown below The user will need to enter the details of t
32. lt All 13 02 2007 Docket Mo Subtotal Total including GST GST Items 1 Indicates taxable item Payment Details iia Find Docket Scale 100 E GI gt gt View Till Log C Program Files POS 46C SupermarketDockets 13 02 0784 37 dkt Figure 57 3 3 9 Price Level You can schedule price change of certain products at a specific time To setup the schedule click the Other Func button then select the Price level Figure 58 Here Price Level Breakfast Dinner Figure 58 3 3 10 Attendance With the attendance function staff can Check In Check Out of the cash drawer This will create a log in the POS Back Office so you will be able to see which staff were working on a particular cash drawer during that time Before the staff begin work they check in by pressing the Other Func key then the Attendance key Staff put in their password and press Check In key then Yes key to login After work do the same to check out Page 39 of 50 Attendance Staff Mary LI Time 11 01 2008 10 27 35 Staff Password 22 Check In Now Comments 23 05 2011 17 16 29 Figure 59 3 3 11 Other modules POS Expert Front In POS Expert Front besides the functions mentioned above some other modules are also useful for your POS operation For example you are allowed to change the staff user without restarting the program or print the last transaction s receipt with only one click 1 Open Til
33. n or EFTPOS button without entering the amount in the Barcode Tender Disc field to make the payment Page 22 of 50 3 1 9 Finish your transaction Click Yes in the Confirmation window as shown in the following figure to open the Docket Summary window Confirmation gt 2 Commit Tansaction Cash Change AUD 0 40 Figure 32 In the Docket Summary window docket will be printed and the till will be opened as well Finally select Close to start a new sale Docket Summary Preview Docket Print Docket Close Figure 33 Please be aware that in Figure 33 the small docket will print automatically If you will like to print the A4 docket please refer to section O Delete an item 3 1 10 Delete a particular item 1 Customer wants to cancel his Choc Fudge Brownie So what you need to do is just one click of that item to highlight it 2 Press the Void button once from function Panel and then that item has been completely removed Page 23 of 50 Telephone Order T0 0421258089 Strickland ATTE 31 01 2012 50229 PM Descnpton 1 Garlic Bread 2 Gourmet Yoodfire Pizza Medium Figure 34 3 1 11 Clear the entire order 1 Get into that order no matter what it is Dining in Taking away 2 Click the Clear Table button once 3 Inthe coming window click yes to confirm Then that order has been removed from system Descnpton Galic Bread Gourmet Woodire Pizza
34. nd it can be printed on the docket No Tender Order Only If you have more than one POS terminal at your premise and you only want one or two terminals doing the transactions tick this option to disable the payment function for those which only can take orders from customers Open Till For Cash Sales Only The cash draw will not open unless otherwise you are preceding the cash transactions Show Category Summary in Cash up Docket In your cash up docket the category summary will be shown if you enable this option No payment Confirm Dialog For some fast food restaurants or cafes they want to finish each transaction in a very short time during the rush hours Tick this option to avoid the payment confirmation window coming up 4 5 Prices IM Options Shibuya Cafe Prices i m Dine In Price Lewel a Docket Discount 10 Take Away Price Level Kk Dise Code ETS Telephone Order Price Level fo Auto Disc Max Discount C Em Delivery Fee 0 00 Select Price In Sidebar Apply Cancel Save Figure 64 Page 45 of 50 It is common that the prices are different between dining in and taking away POS Expert provides four levels of prices for every single item For setting the price levels please refer the POSBACK manuals for details Dine In Price Level Take Away Price Level Telephone Order Price Level You can choose same or different price levels from level1 2 3 or 4 for those three options Docket Discou
35. nt You can set a particular discount for every single docket like 10 off of the docket amount when your shop is in sales promotion Disc Code If you enter this code in the barcode the discount is valid for this docket Auto Disc If you tick this option the system will deduct the equivalent amount discount as you setting in Docket Discount from every docket Max Discount This means the maximum discount that POS operators are allowed to give customers cannot exceed the percentage you set from here Delivery fee You can set a particular amount here like 5 as delivery charge for every telephone delivery order Select Price in Sidebar A price button will be shown on the right side of your POS window to let you select the price level flexibly 4 6 Membership settings W Options Shibuya Cafe Membership Use Point System 1 Sales Points gq Point Claim aluet O p W Give Free Bonus Bonus Categories P Claim When Bty gt P 6 Membership Barcode Prefix E Gift Card Barcode Prefix GC Prepaid Barcode Prefix FP Eei Apply Cancel Save Figure 65 There are 2 options and usually you just use one of them e Use Point System For example if you check Use Point System and set 1 Sales Points as 10 and Point Claim Value as 0 01 it means for every dollar the customer spends in your shop he gets 10 points which equals to 10 x 0 01 0 10 The customer can claim it later when he buys other produ
36. ntering a refund into the system are as a newly scanned transaction or by reloading an old sale 1 Newly scanned transaction This is similar to the standard POS Expert Front sale except the quantity input requires a minus value For example in the following figure modify the Qty then press Enter to reverse the quantity Page 33 of 50 Description 1 Garlic Bread 2_Garhc Pizzata _ EA K a l fu LAI 1E e ry i 2 a GW PIZZAS f F Mi JE HED uf m Tast Extr E Eatin let s d ng ze ys su ES Comment Teile AISE de Figure 47 2 Reloading an old sale You can reload the previous sale details using the History button The window in the following figure is the browsing window helping you to choose the specific sale Once you find your sale apply the Select key and all data will be transferred to the POS Expert Front Sell table You can simply press the Refund button to reverse the quantity or void the non refund record s and reverse the dedicated item s in turn Figure 49 Daily Sole Hislory Drawer Stali Sale Ard Payment fi Show Totals Print History Figure 48 Page 34 of 50 fc crarar Description Galic Bread lavan Salads Pitchfork 2007 Cabemat Merot Bothe Peroni E a bi SE If a new sale exists whose content item list is the same or similar to a previous one a short cut can be used Re
37. omer will come up to the window automatically what you need to do is just one click of the green select button from the top right hand corner of the screen and then you can proceed to take orders from the customer e However if you are dealing with a new customer the system would tell you that the customer is not found do you want to create it Select yes to proceed then put the customer s basic information like family name given name etc into the tables finishing with one click of the commit button which is in the top left hand corner of the window The next coming window is the same like the one presented above And you can identify this order is for which person from the left top of the screen Page 12 of 50 telephone Order TO 0471758089 Barcodes T ende Disc Lira Price Descnpton Figure 14 3 1 4 Enter products Description Figure 15 There are three ways to enter the products e When the cursor is in this field you can simply scan the barcode e You can enter the product barcode by keyboard or touch keyboard Page 13 of 50 e You can also click the category on screen then click the product panel to select the product Once the item is found it will be shown in the Sale Panel as in the following figures lowe bway 1A 4 Special Roast 2305 RON 22605 PM Description 1 Gamepad Garlic Pizzotta 4 Tomeate end Bocconcia Salad
38. r will print the EFTPOS transaction record Finally if the EF TPOS transaction is approved confirm and finish the transaction as usual and create a new sale in sequence Page 37 of 50 If you are at the stage of starting to make a payment press Other Payments to open the Other Payment status window Select the correct type of payment and press on Commit to proceed with the transaction You will be able to place a surcharge for using a credit card 3 3 8 Sale Record Normally the Sale Record and Sale Summary are shown in POS Expert Back Office In POS Expert Front it is also a possible to check the Sale Record for convenience 1 If you are going to browse a sale record use the History button to open the Search For Sales window Daily Sale History Date 2305 2011 gt Drawer cam Date Time Table Drawer Star Show Totals Print History Figure 56 2 Another way to browse the sale record is by reviewing the docket Dockets are permanently backed up as photographical type on your hard disk Unless your computer is out of space to store the graphics or you do not check the Backup Docket to File in Options setting Click Other Func then the Browse Dockets button The following window will open for docket review Page 38 of 50 Docket Browser Tax Invoice Docket Date ABC Supermarket 1320242007 888 Forest Poad Hurstville NSW 2220 gt Ph 9888 5585 Fax 9855 8888 Drawer Staff Mary LI neces
39. ts Page 19 of 50 Select the Peroni item in the Sale Panel as in the above figure The item in the Sale Panel will be highlighted and in the barcode scanning area there is a copy indicating the price and quantity Description 1 Garlic Bread 2 Rochet Salads 3 Choose Your Own Pasta amp Sauce 4 Rockot Salads Figure 26 Once you press the Change Order button then press the price button and enter the desired price directly using the popup number keys as the following figure Take Away TA 5 Tey endai Dae rna Pre Description 1 Garlic Bread 2 Spectral Gourmet Pizza Farmit 26 00 2 Vegie Lasagne Pasta Comment l ndai Figure 27 Quantity modification is similar to modifying the price except for pressing the Quantity button rather than Price key 3 1 8 Payment Input As soon as all items have been input you are allowed to finalise the payment step The standard method of payment input is by entering the payment amount in the Barcode Tender Disc field and then selecting the payment type as shown in the following figure Page 20 of 50 Desenption Garlic Bread Italian Salads Pitchfork 2007 Cabemet Mertot Figure 28 According to Figure 28 the bill is 47 00 and the customer pays 50 cash Enter 50 in the Barcode Tender Disc field or press the amount buttons Click 50 Then click CASH button to get the confirm window Garnit Bread
40. utter Ctrl Ctrl a Test All Star Dual Colour Double ESCI lt spac SSS Star SP2000 see ESCI NULL Samsung SAP 350 Apply Cancel Save Figure 61 As in the above figure the Peripherals option allows you initialise the docket printer customer display electronic scale and cash drawer 4 2 2 Field Definition 1 Peripherals Use Serial Scanner the scanner is serial port instead of USB port Choose the serial port Use Customer Display To enable the customer display you need to tick the box in front of the Customer Display In addition the selected com port must be exactly same with the com port where you plug the customer display data cable in Use Electronic Scale Same settings as the customer display Also you already have some options to choose from the list underneath Cash Drawer Used It is significantly important for the premises where there is more than one cash register You must distinguish the cash draw in different letters from here Duplicated cash draws may lead misleading sales reports 2 Docket Printer Set Printer Set the docket printer module in the Printer window Don t Print Sales Dockets Checked if you are not required to print docket or you do not use the docket printer at all Preview If unchecked docket will be printed automatically at the end of each transaction Otherwise you press apply Print Docket button in Figure 33 for printing Print Docket Logo Logo is printed on the docket if ch

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