User Manual
Contents
1. L ed GI pa a B 7 i re u X a r ite u S u al a Z E RO 001001 Cappuccino General ock Image Button Properties 001001 Cappuccino 001002 Cappuccino L ccino XI E CC Y Stocl L value product But there could a be chargeable options as well When TICK the Auxiliary option on the Stock tab of Products this product becomes an a Auxiliary and will be available mete O on lookup on Auxiliary EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved aa 18 Stock Management it Menu Button gt Stock gt er Stock Maintenance gives the options to manage the Inventory Select IN Purchase IN Refund IN Movement OUT Sale OUT Refund OUT Brakeage OUT Movement They press the quantity on the number pad and select the related product You can do this for a list of inventory Then press p to complete the inventory movement 18 1 Stock Reports There are many reports related to Inventory Categories and Products Feel free to check them out Specially the Inventory reports will give the current inventory level of a stock unit 02 03 2014 3 42 19 EzyPOS Point of Sale for Retail amp Hospitality Stock Maintenance yX Auxiliary products Product Location l Products Categories s Product Attributes is Attribute values j Product Attribute S2. rwrnrarrrnvrrnvrnnrrnvrrvrrvrenrennrernerenrrsversrernresnrssvsesvesvenerne 30 FONN 31 EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved ke 1 How to Login EzyPOS is based on Openbravo POS opensource free men Published by the Free Software Foundation either ve acn Ecc EzyP0S Sys 23 bea EzyPOSv34 General OT pbomysqtilocalhost3306 eryposv33 EzyPOS comes with WindowsXP Win7 POS Terminals Connect all the devices as per Precheck List switch it ON and wait for the Desktop Ez Click the POS button and give about 20sec for software to start up 1 1 Login without Password By Default all generic user logins comes without Passwords EzyPOS recommends system admin to protect these generic logins with preferred password EzyPOS also recommend system users to have 4 digit passwords to keep all passwords consistent GUEST login does not need to be password protected because it is designed only to check the prices and to have extremely limited access 1 2 Login Using Number Pad Once the password is setup the system will popup a Number Pad to enter the password next time login EzyPOS recommend system users to have 4 digit passwords to keep all passwords consistent 1 3 Login with RFID Wrist Bands For high traffic sales environment EzyPOS can provide RFID wristband for faster access The RFID receiver attached to the POS terminal will detect the user and automatically log
3. 5 16 Manual Open Drawer Opens the cash drawer while on the sales screen press manual cash drawer open button 5 17 Browse Order Products Line up down Use line up es and down G button to navigate the current order Alternatively just tap on the relevant item on the touch screen 5 18 Delete Product Line Item on Order If the sent status of an line item is No a line item can be deleted using la Delete Line button If the sent status of a line item is SENT change the status to Cancel Fr pressing Delete Line and last to press i to send the Cancellation Docket Only then the line item will be automatically removed from the order EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved mm 5 19 Lookup Products Item lookup button is a POPUP option page to filter and lookup a item or item range by Name Category Barcode Buy Price amp Sell Price 5 20 Change Quantity amp Prices of a Selected Product If there is a requirement of changing quantity or price of a line item nj temporarily while on the sales screen press and will get an POPUP option to change these variables using the number pad 5 21 Select Attributes of a Product Setup a product to have attributes Example Product Size 17 T shirt Attributes Black White Red Attributes are non chargeable variations of a product and most relevant in Retail Mode The setting up of attributes will b
4. EzyPOS EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved TABLE OF CONTENTS PAGE No LOGIN EE 5 PE Eos Ea OLT PassWord RE EE NE 5 l 2 HOGI AU S WG INITIO Pr 5 1 3 Login with RFID Wrist BandS wisi ccsieerscecersascetscassezrstacenciterxacstedcescosbsheduansontaadenivoresnsinearneentneens 5 1 4 Login USING BArcode Scanner uLanassannermesniavendnsedvnuneinnsndknenanjai 5 Le ROW Ne 6 2 1 Manually Logout nmeoeeorervervrrrrerrvrrrrrrrrrrrrsrerenrrenrrrsvrssvrrsvrrsvrsersssvessvrssnrssnvsesvenenrsenssnvenene 6 Ham om iC NN 6 3 Functions of EE EE ER 6 4 What s on Table Layout Lagesen ideen 7 5 What s on Sales Screen iiscasc acsisicasssadoonetesniehneot sient snvsudeatnsebtesabenentebnnedanisinnebsesteedtuteancvansombasehientea e 8 5 1 Manage Customers mmmesssrsssnnrrnenvnenennnrsnnnvsnnnnnnnssnnnnnrsnnnesrnnnnnnssnnnssnnnnsssnnnsnsnnnnersnnnnnsssnnnssen 8 5 2 LOOKUP Sales HiStOry mmmrrrrverreerrrerrvrerrverrsrersnrersvrrrsnressvessvrnssvesssvrssvesssressnvessnressvrsssvresn 8 SS NT 8 5 4 Restaurants Mode Table Layout rrnverrvvrrrvorrrersrersnversvrernvrsesrerenvrsesvenssvessnressvrsssvessvesenne 8 5 5 Restaurant Mode Move Table uu ccc cccccscssccssessscsscsssesecssecssecssesseessesesessessessaesseesseens 9 5 6 Restaurant Mode Merge Tables ccccessccsscsssecsscessecsscessecsseecsseessecsseseseesseeensesseeenees 9 5 7 Restaurant Mode Send Orders to Kitchen msrmrrn
5. EzyPOS recommend have professional support when go to oF gt E gt Menu Button gt y Maintenance gt 2 Floors OR bl Era an Tables 23 1 Floor Setup ce Floors gt gt Menu Button gt Maintenance gt 1 Floors to modify names of the default floor area EzyPOS recommend have professional Support to add or remove Dining Areas from this Module or Sv34 General jdbcomysqt ocaihost 3306 wingscafe EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved Cae Menu Button gt Maintenance gt ind Tables to modify names of the default Table Numbers or Names EzyPOS recommend have professional support to add or remove Tables from this Module 24 Customer LCD Display EzyPO0S net au The software comes with a Customer Display for Order Purchase list Advorlcomonts a Items and Total display on 1 3 of the screen and 2 3 of romotions i the screen displaying specials advertisements and promotions The Module is usually available with Dual Screen POS Ph 03 9005 2010 Systems or separate LCD on a lift arm The LCDs are usually 10 or 15 in size The hardware is sold separate Check http www ezypos net au for more details 25 Kitchen Order Display An innovative IP based Kitchen Monitor that holds upto 10 orders at a given time Time out setting will highlight the delayed orders EzyPOS net au and completed orde
6. Category or User etc Manage Customer Memberships Cards from here as well These numbers starts from c Example c12345678 The special character c separates a Customer ID or a Membership Card from a Product Barcode EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved aso ay The Text fields self explains all data fields Setup the m vIP Groups with Discounts and Redeemable Points These VIP groups can be selected against Customer to pass the benefit through to them 15 How to Add a New Product ibt Stock and gt gt Menu Button gt FE see the main Products Page This consist of lot of functions but in this manual we will talk about the Products Categories Auxiliary Products and some reports The Product ID and Name has to be unique per entry product Always press Add New to adda new product and remember to press kel to save the record A product can not be delete once place a sale on it To delete a Product press A and rn to confirm delete the item will remove from the list There are 5 pages to a Product 15 1 What s on these pages Filter the product by the Category of preference to narrow the length of the product list The product number needs to b a unique number therefore checking the next available number form the list of products towards the end could be useful Once select a category wy Refresh usually helpf
7. EXISTING NEW WALK IN EXISTING NEW WALK IN EXISTING CUSTOMERS NEW CUSTOMERS WALKIN CUSTOMER Existing customers is When the number typed If wish not to save selected by Default Scan is not on the current customers details but the VIP Card or type in customer database the need just to get Name the Phone Number of the system will and or contact Customer to Lookup The automatically change number use this system will refresh the page and enter the new option and press OR search list while type in customer details and the phone number IF the press SAVE and then If you do not wish to VIP Card Number or press OK Otherwise take any customer Phone Number does not press BACKSPACE to details just press exist it will turn page to delete the number and CANCEL to proceed NEW CUSTOMERS enter a new phone number to lookup the customer agai The information provided here will indicate in Kitchen Order Dockets Delivery Dockets Kitchen Monitors and Final Receipts Products Items can setup to print in different Docket Printers and Kitchen Monitors in one order The system will recognise this and will print only the relevant items in the designated printers or designated Kitchen Monitors If an item is not printing on designated printer please check the Item setup to see that selected printer is the correct printer or monitor of choice 5 8 Retail Mode Temporarily Save Order oo
8. Chart ee ily Top 10 Sales ily Top 50 Sales Product Sales Profit E Extended Product Sales Sales Quick Reports Transaction Log Cash Closed Sales by User Aoa Tax Summary Sales Taxes Cash Flow Agent Wise Transaction Agent Wise Paid To Agent Agent Wise Paid To Us aly Top 10 Sales aly Top 50 Sales L Category Sales E Product Sales EzyPOSv34 General 5 jdbec mysql localhost 3306 wingscafe Transaction Log Displays the sales records Useful for checking sales of a given period Cash Flow Report Report to view the collection summary of a given period of time Sales Profit Report If the products are setup with cost prices this report with show the profitability of each product of a given period of time Top Sales Report Displays the product that makes most the sales Reports are self explain there for extra effort was not taken to describe the individual report EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved 250 20 Time Card Function 02 03 2014 6 08 56 Ery 0s Pant of Sale for Retail amp Hospitakty gt Check Out Menu Button gt Check Administrator has Checked Out at Aug 15 2013 5 38 07 PM In Out EzyPOS is designed to have an inbuilt Time Card Function Module Employees can Login through their user account with password and then go on to C
9. Complete Order is now moved to the new Table 5 6 Restaurant Mode Merge Tables 0 Merge two Tables that already has orders on them Step 1 Select the Table to merge Step 2 Click Round Robbin Button Step 3 Select the Destination Table to combine the order Notice the both orders are combined on the Destination Table Please note that this process can not be reversed 5 7 Restaurant Mode Send Orders to Kitchen Note Print to Kitchen is term in use in General to mean that the ordered Items are print on docket printers This could be printers in Kitchen Caf Bar Pizza etc Note Kitchen order dockets or Service Order Dockets is term in use in General to identify food preparation dockets print in Kitchen Caf Bar Pizza etc When an item is selected the Item list indicates to which docket printer the item will print and the current status NO SENT CANCEL of it When an item is selected the status will be NO When the items sent to kitchen the status will changes to YES Once the order is ready to Send to Kitchen press this button When the Get Customer option is checked in aa Configuration Settings The System will POPUP a screen with 3 options If this option is not checked the items will print without any request for Customer details EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved oo 557 FERRER J a Customer List Lis Catomar Unt
10. _ F In retail envoirenment a customer might need to hold the order temporarily until that customer returns In such a situation staff can save the order temporarily and reserve the order until the customer returns EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved 10 5 9 Retail Mode Retrieve Saved Sales Orders 7 3 Once an order is Temporarily saved in a retail environment staff can use this function to retrieve the order back in to sales screen When saved multiple orders see the list of orders times and attached to customer s name if the order was allocated to a customer 5 10 Retail Mode Send Order to Order Printers If there is a Service Order Printer of order docket required in a retail environment to use this feature And this option will gives the option to print the dockets in Warehouse or Showroom Printers 5 11 Delete Sales in Restaurant Mode Delete Order Delete Line 1 When Menu gt System gt Configuration gt Delete Line Status Checked Provided that all items in the order has not been sent to Kitchen a complete order can be deleted If an order has been sent to Kitchen or some of the items has been sent to kitchen send the cancellation docket to cancel each already sent item by pressing a la Delete Line button and last to press i to complete sending the cancellation dockets This will clear the already sent items from the
11. or follow the Notes and Coins to key in the amount received AA 5 00 2 00 I 1 00 0 50 gt 0 20 0 10 0 05 Button gives the option to enable disable the printing of the receipt By default this button is pressed enabled Now Press S OK 10 How to Edit Refund or Reprint a Sales Receipt gt wd gt Menu gt Edit Sales has the option to edit existing sales issue refunds and reprint of past receipts Press Search button on this page and narrow down the search by Date Customer Name or User Employee System Users has Employee Role can only view upto 6 resent receipts Payment Method Cash This number can be changed in EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved ae Menu gt System gt Configuration gt System Options gt Order Limit Administrator amp Manager Role gets the full history view all previous sales After the correct receipt press 7 Edit a Refund or Print ee Edit options is available on the receipt when it s not gone through CLOSE CASH process Here change the sale and process the selected as an altered sale Refund option is there to Refund One item the line or the whole sale back to the customer via multiple mode of refund options gt haikla mainly through Cash and Card 3 18 0 32 3 50 This will create a new refund receipt correspond to the selected existing
12. sales receipt 11 How to Make Payments into Customer Postpaid Accounts 02 03 2014 2 10 30 EzyP06 Point of Sale for Retal amp Hospitality gt i 5 Customer Payment gt Menu Button gt om Customer gt Payment Where to go to make payments for POSTPAID customers Customer on Credit When a customer is selected it displays the used up credit Then press Pay button and nominate the mn v r amount the customer wants to pay EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved 16 12 Manual Cash In Out Menu Button gt Payments Go here to nominate any petty cash takings or cash adjustments on cash collection Petty Cash Out or put any change back use this page and Cash IN or Cash OUT the money and SAVE For Example to take 50 pick Cash OUT Key in 50 press br SAVE Put back 12 50 change select Cash IN Key in 12 5 press ki SAVE 13 How to Close Cash Day End Close Cash Menu Button gt iy Close Cash is a Day End Shift End process to reconcile Cash Total _ Review the Partial Cash Report and it s time to press E Close Cash and get Close Cash report and close of the shift day 13 1 View amp Email Item Delete Report Item Delete Report is a record of Deleted Items that has already send to Order Printers Basically this give an opportunity for Restaurant Owners an option as such
13. 5 6 How to change the Product Name on the Button m mrerrsvrrorerrrerrvrerrvrersvrrsnresen 22 16 Ho 106 add I NOW CE Na 22 16 1 How to add a Sub Coal OC ONY eee 23 17 How to setup automatic OptiOnsS rmeesersrnnnnvvnrrssnnnnvnnnessnnnnnrnnessnnsnnnnnensssnnnnnnnennnssnnnnnnnnsssnens 23 17 1 How to create an Auxillary Item rrreersvvrrvvorsvrrrvrerrvrrnvrrenversvrrvenvenssrersvvnesvesenvessressnne 23 18 Stock Management cisocana EEO O an areae T ANA aa SRESER 24 BEI ARP 24 VERNON er ean en ev eee crn 25 GENENE 26 01 VIER NNN 26 22 User Manage Ment oicsisacksseaessenonssesegenganvadedssdandssenestinssdhacesasavteessadednabacdoaaterseaeuegebbeiweseariasdeiandwabaes 26 23 Floor Management nerrrrrenrnemmnmmmemmmmneeeeeerereeses 27 TANN een Ree E Te Sn CNS ar eevee eT 27 EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved a 232 TIDE SN ses 28 MONDE 28 FAE Gus OS EE EEE EE Te eT en 28 26 EzyTAB Mobile Wifi Point of Sale Table Server Tablet 29 27 Happy Hour PFOMOUONS wccsdsssacccrssedorcaxsessetansrdenstissuetadecscaiordbrasvestdveseuindinanlenstsisaocicisenadbetoianes 29 28 VIP Promotion Groups sissccicsssccerssedonierssstatanensonstvsssetadtensviorstwasebsiavedsansteusveseetdioracrsesctiaredieene 29 29 Email and SMS Marketing rrrrrrrrnvrrrvrrnvrrrvrrnvrrenrrnnrrenrrrnvenenrrenvensvessvrssnsssnnssvnenvnsenssnrsnnvsnnvene 30 30 Some other Configuration Settings
14. Order 2 When Menu gt System gt Configuration gt System Options TAB gt Delete Line Status unchecked Provided that all items in the order has not been sent to Kitchen a complete order can be deleted If an order has been sent to Kitchen or some of the items has been sent to kitchen select the item and delete the line item using s Delete Line button Then press Delete Order button to delete the reservation and return to Table Layout in Retail Mode Delete the complete order just by pressing the delete button EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved coe 5 12 Total Discount Apply a percentage total discount by press in the percentage discount using the number pad and pressing the fl button 5 13 Line Discount Apply a percentage line discount for an item by selecting a line item press in the percentage line discount using the number pad and pressing the i button 5 14 Special Instructions to Kitchen Although the menu setup can give all options amp choices related toa product if there is a special instruction to pass on to the Kitchen via Kitchen Order Dockets use this option P Line Note and type the message or option relevant to the item Special Note will display at the bottom of the Order Docket 5 15 Print Check Dockets i The l button will print a check docket of the current order Application of this check docket vary according to individual needs
15. Point of Sale Systems http www ezypos net au All your rights reserved 6 SYSTEM Y Change Password ar ME Printers E Logout Configuration G Check in out 4 What s on Table Layout Table Layout is only available in Restaurant Mode Table Layout displays the Table Location Area for Dinein Takeaway Delivery and more These tables will hold table orders delivery orders and takeaway orders Table Layout and Tables can be modified according to the preference A table on it indicates Table Name Staff Id Customer Name Phone Number or anyother information type on Customer Lookup A table has 4 status RESERVATION BA mne table indicates it s reserved and no order items OPEN TABLES EN Af The Table indicates that a staff has the table open on one of the terminals Once staff open a table from a terminal it s lockout for other terminals until that staff return to Table Layout ACTIVE TABLES in The tables has orders placed on them VACANT TABLES No Image These are vacant tables and staff can do new orders on them EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved Zz 5 What s on Sales Screen Sales Screen of EzyPOS Point of Sale Software provides access for a Staff to enter a sale and complete the sale by processing a payment Each of the following points explain the Functions Buttons of the Sales Screen 5 1 Manage Customers 0 Quick
16. bor ed har arry budget you Can have Ihe righi system mae TyPOSv34 General jdbcanysgt focalhost 3306 wingscate ttings 02 0 014 23 42 14 EzyPOS Point of Sale for Retal amp Hospitality Configuration Configuration Database Setup General Locale Payment Method System Options Ticket Setup Promotional Database Setup General Locale Payment Method System Options Ticket Setup Promotional X J Screen fullscreen Auto Logoff after sales Get Custom Orders Limit for Users Marine Option Automatic Table Owner ship Hide Information Panel Delete Line Status Remove text overtay in paymen ma Ene OSV34 General jdbcmysgk docafhost J306 wingscate EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved am Menu Button gt Configuration There are multiple pages of system configuration variables 1 The system can have upto 10 printers Select the printers or change printers as above Printer need to be installed via windows drives Then allocated via product setup Then redirect the virtual printer on product setup to an actual physical printer 2 Get Customer will get the system to ask the user to select a customer every time an order is sent to Kitchen 3 Automatic Table Ownership will replace the employees name on the table by the next employee selects that table 4 Delete Line Status will check the line status of an item and it the it
17. e discussed at a later point To select an Attribute related to a product press asi and POPUP will give an option to select the desired Attribute 6 How to use Number Pad on Sales Screen Numeric Pad serves couple of functions for different applications 1 Cash Register Mode Just punch in the Price of the product and press This will add the product value as a line item Repeat the process Note No GST function in Cash Register Mode 2 Select Qty more than one Press the Qty on the Numeric Pad and select the Product via Barcode Scanner or Using Products Buttons 3 Change Qty of an Item Listed Select the item on the list and use or to increase or decrease the Qty 4 Discount Function EzyPOS comes with Total Discount or Line Discount by option Select the Discount on the Numeric Pad and either select f Line Discount or 70 Total Discount 7 Barcode Scan to Select a Product There are 2 ways to use a barcode to select an item Also there is an alternate way to use the barcode if the label is damaged or defective EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved fig 7 1 Using a Barcode scanner Aim the Barcode Scanner into the Barcode Label and Squeeze the Trigger 7 2 Manually key in the Barcode number Incase of the Damaged Barcode Label and Barcode number is readable Key in the Barcode number using the Numeric Pad and Press ama 8 Customer Membership Cards a
18. em has already SENT to kitchen the user has to Cancel fn the line item and then print the Change Kitchen Items to kitchen to remove the item from the list 5 Auto Logoff after sales will logoff the system every time a sale is done This will help to get users to login to the system to make a sale 6 Database Backup is recommended every month to security This backup can be saved on to a USB drive name 12022014 means the backup was taken on 12 Feb 2014 Special Notes EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved tn EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved EN
19. ets is Product Attribute use Ww Taxes W Tax Categories a Stock Diary i Stock Movement Reports Te Products Product Labels Catalogue E Inventory Inventory Single Line Current Inventory fe Inventory Broken 2 Inventory List Detail Inventory Difference E Inventory Difference Detail Stock Quick Reports fe Products Current Inventory bd EzyPOSv34 General 3 jdbec mysql localhost 3306 wingscafe T he reports can be taken via A4 printer 80mm Thermal Printer and Save Export to CSV or PDF The Titles of the Reports are self explain there for extra effort was not taken to describe the individual report EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved aoo 19 Sales Reports One of the most important module for Administrators and Business Owners The reports can be taken via A4 printer 80mm Thermal Printer and m Save Export to CSV or PDF Make sure to select the correct DATE amp TIME when filtering the reports 02 03 2014 3 42 29 EzyPOS Point of Sale for Retail amp Hospitality Reports Transaction Log Cash Closed Sales by User Product Sales gt Tax Summary Sales Taxes Cash Flow E Agent Wise Transaction Agent Wise Paid To Agent f Agent Wise Paid To Us Category Sales ily Category Sales
20. heck in out Cc and press in Check in when they come to work and then Check out when they leave work or any other break lunch tea etc 20 1 Wage Assist Reports gt y gt Menu Button gt AR Presence Management The Function is available for Administrators and Managers They can run the Daily Presence Report can get Clock in out records of all employees for a given period of time This time records will be very helpful to streamline the wages times of our employees 22 User Management gt r gt Menu Button gt iai Maintenance gt i4 Users Always press Add New to adda new employee select the ROLE the User is assigned and remember to press to save the user Can not delete a User once placed a sale with that login EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved 260 To delete a User press and ME to confirm delete the User will remove from the list Adda I Thumbnail Photo of the user Use the same instructions of adding a thumbnail to a product User Employee ID Card can be printed using this information on Users Report on 80mm Thermal Receipt Printer b EzyPOSv34 General jdbemysgt ocalbost 3306 wingscafe 23 Floor Management 2309 20137200 Enpo or RR In Restaurant MODE The landing page when login to EzyPOS can have multiple Floor Areas Renaming and Limited modifications can be done
21. in with no manual input from the user 1 4 Login using Barcode Scanner EzyPOS can let employees login by scanning Employee Barcode in to Barcode Scanner Employees with Barcode Identity Card will have to aim the barcode to the Barcode Scanner and the system will automatically login with no manual input from user EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved ig 2 How to Logout Users Staff can logout from EzyPOS in two ways 2 1 Manually Logout gt The Logout t4 Button is on the Main Menu gt Once manually Logout the System will go back to Login Screen where there is an option to O from the System 2 2 Automatic Logout The System can be enabled to Automatically Logout after each sale from the Configuration Settings gt System Options Tab When a Sales is completed the system will go back to the login screen Setup an additional option to return back to Table Layout when there are no activity for a predefined period of time These settings are in a Configuration Settings gt System Options Tab on the Main Menu 3 Functions of Main Menu lt Enable or Disable Main Menu by using the lt or Menu Button The Menu stays hidden on normal operation Main Menu provide access to all modules of EzyPOS REGISTER Sales 7 Edit Sale Customer Payment A Payment gb Close Cash ADMINISTRATION i Customers Stock gt x R Sales Maintenance l Presence Management EzyPOS
22. lookup customers by mobile number name and or membership ID Add new customers or edit customers from this page Generally used to select Regular Customers for Takeaway Delivery and Phone orders Simply quick add or select customer Select the Promotional Group when add new customer or change the promotional group of an exiting customer Promotional Groups has it s own properties giving customers loyalty points and or discounts Also has the option to select an agent if the customer order is coming through any promotional website such as Delivery Hero Menulog Eatnow etc Helps to manage external referral commission structure 5 2 Lookup Sales History Provides a simplified way to lookup sales history of a selected customer with an option to reorder an existing sale 5 3 Split Bills Use this option to Split the Bill between multiple guests Just move the items to charge the customers by selecting the items on the left side list and moving them individually to right side list and Pay the moved items one person at atime 5 4 Restaurant Mode Table Layout dud Press this button while on the sales screen to go back to the Table Layout EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved fe 5 5 Restaurant Mode Move Table 3 Move a complete order from one table to another Step 1 Select the Table to move Step 2 Click the O Round Robbin Button Step 3 Select the Destination Table Notice the
23. nd Loyalty Cards These numbers starts from c rm Example c12345678 The special ETTE character c separates a Customer ID or a Membership Card from a Product Barcode When a Barcode and or Magnetic VIP Card is scanned system will lookup this number from Customer Module and Immediately pickup the customer while on the sales page Also the discounts that attached to this customer will automatically apply The system also has the option to offer customers Temporary Membership cards with Barcode to scan 9 How to Process a Sale Login to EzyPOS Then on the Restaurant Mode Select a Table Follow the menu select Categories and Subcategories to select the products and options as per the order Increase or decrease line item EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved cae quantity by using or Select a customer or add new customer easily with Check that customer s previous sales Total Sales or VIP points with Ez Write in any special note for a menu item or special instructions to Kitchen Docket using ra Send the Order to Kitchen Print Order Dockets E Go back to the Table Layout using lad When the customer is ready to make the payment press R Y Note See Topic 5 for functions of Buttons of Sales Page Select the mode of payment Key in the exact amount given by the customer
24. needs to be ticked if the item has to print in docket printers Check from a similar product to double check which printer to choose or multiple printers to chose Then select the printer from the dropdown list to highlight Make sure the Radio Button is checked Always make sure to highlight the printer eventhough the new product seems to have the printer already selected to avoid errors EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved ao 5 Save the new product Order in Catalouge will become enabled Put numbers in Order in Catalouge 1 2 3 4 5 to make the product sits one after another of preference on the product layout on the sale screen 15 3 How to upload Images to Buttons Everytime making changes always press lal to save the record Remember not to overwrite records This will give the option to add a real photo to the back of the button which makes it easy for training Save the THUMBNAIL photo of the product on a USB Plug it in to one of the USB port of the POS Terminal Then press K to select the Thumbnail from the USB When add the photo it should be freely viewed 100 on the allowed space If it goes over the allowed space it s too large Please remove the images by x Button and reselect the resized thumbnail photo 15 4 How to Setup a Product to print on Order Printer Everytime making changes always press i to save the record Remember not to overwrite record
25. ng a new category and remember to press lel to save the record Ki Refresh usually helpful for filtering long records by Category or User etc A Category can not be deleted once a product is in it To delete a Category press ba and j to confirm delete the Category will remove from the list EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved E 16 1 How to add a Sub Category Same way entering a new Category above after entering the subcategory name just select the Main Category listed under the Subcategory 10 Thumbnail Photo for a Category or Subcategory can also be added as instructed in Product setup 17 How to setup automatic options gt snike For an example When select Poter Auxiliary products House Stake options are Medium Mild Well with Chips or Salad etc These options are called Auxiliar Products As an alternate method use the p on the sales screen using the virtual keyboard to type in these options But with Auxillary Products the system will ask what options to choose automatically for convinenance First to lookup and select the main product from By Product section Then r Add New and lookup Auxillary Items and select and add all options one by one 17 1 How to create an Auxiliary Item Auxiliary items are yet another SEE EKERN Products product but served as an option of a main item Barcode Barcode
26. o EzyPOS PRO module EzyPOS recommend have professional support 28 VIP Promotion Groups gt gt Menu Button gt 7 as Promotions gt VIP Groups VIP Promotion Groups are designed to allocate Customers to Automatically offer Discounts and or VIP Points These VIP Points accumulated by customers later can be used to payoff Select an wn appropriate VIP Group when adding a customer or change existing customer details to upgrade or downgrade EzyPOS PRO module EzyPOS recommend have professional support EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved ao 29 Email and SMS Marketing in Menu Button gt Marketing GD sms marketing LG Email Marketing i aaa SMS amp Email marketing module is 3 SMS Templates 3 Email Templates designed to use the Customer Module and it s information Emails Phone Numbers to send SMS amp Email promotions to existing Customers amp Both SMS amp Emails are based on Cpa ea s r Templates so that every SMS amp Email be unique to Customers EzyPOS PRO module EzyPOS recommend have professional support 1 An account with SMSGLOBAL is required for sending SMS 2 SMTP Email account or GMAIL Account is required for Sending Emails 05 03 2014 15 33 37 SMS Marketing getPostal 4 getPhone2 getFax getCountry L getRegion ofName Welcome to EzxPOS igehone COMPLETE EzyP0S Point of Sale La
27. rs can be bumped to make way for Kitchen Order Display for husy cafes gt new orders Practical applications mainly for Coffee makers Delis NY and wet areas where printer are not practical Ph 03 9005 2010 The Kitchen Monitor is a Touch Screen and usually fixed on the lift arm overhead for easy access The LCDs are usually 10 or 15 in size The hardware is sold separate Check http www ezypos net au for more details EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved EE 26 EzyTAB Mobile Wifi Point of Sale Table Server Tablet EzyP OS netau In addition to our EzyPOS Terminal Point of Sale range a Tablet version of EzyPOS is also available EzyTAB Point of Sale is the latest in portable touch screen Point of Sale Table Service Technology enables to take an orders directly at the Table Place Orders and push Order Dockets to Kitchen Printers and LCD Order 03 9005 2010 Displays The possibilities of use for these Tablet Point of Sale Devices are endless me Super Fast Table Service at for busy Restaurant Floors Check http www ezypos net au for more details 27 Happy Hour Promotions gt 96 gt Menu Button gt Promotions gt we Happy Hour Happy hours can be setup as timed offers for a period of time Products and Times related to these happy hours can be selected as specials preference 001008 Long Black 1 001009 Long Black OG 001010 Espress
28. rsrrrnrranrenrrrnrrovrrnvrrnrrsnrrnvrrsvrrnvennrsnnr 9 5 8 Retaill Mode Temporarally Save Order rnrsrersvrerrvrrsrersvrrrsverssvnnsvvnnsnversnversvressren 10 5 9 Retail Mode Retrive Saved Sales Orders m mrrrrrrvrvrrservrsvrrersrrnrrrsrrrvrrnrrnrrrnenn 11 5 10 Retail Mode Send Order to Order PrintersS mrmmrrrnvrrrrsvrrrrrvrrnrrrnrrrvrrsnrrrvrrnnn 11 3l 1 Delete SN ee ne ne ee ee eee ee eee 11 Dele OU aN ET 12 ERE 12 5 14 Special Instr ctions to Kdhenuuvvavavacvcvieammmmmeansemed skinne 12 oye ee a ed Og GPL EE ee ene eee eee 12 5 16 Man al Open DraWe EE EA 12 5 17 Browse Order Products Line up down rrnnrnvrrenrensvrersversvrersvrnesrensnvensnvnesnversnressvressren 12 5 18 Delete Product Line Item on Order mrarrnnrrnnrrnnrnnrrnvrrnvrnnrrnnrnnnrnnvennvrnnvennrenvennvennnsnnene 12 5 19 Lookup Products Lupen ta tua osinndntwotoran diounsiaenniinbanaosaeptinnierieaniobitiatansanstatoieboiecem 13 5 20 Change Quantity amp Prices of a Selected Product rrrnsnnnsrerrnrsvervrersvrenversversvessvessnne 13 5 21 Select Attributes of Pr dudk epscivcicscisctaccevecaccacacsdenueasncudesxessissntinisuesationdensssevntssdesretnens 13 EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved a 6 How to use Number Pad on Sales Screen rrrrrrsrrnrrrnrrsssssrrsrrnssssnsssnrnnnnnsnsnrnensnnsnsereensnnnn 13 7 Barcode Scan to Select a Product rmnnnnrennrrannrnnrnnrnnvonnrrnnrrnnrnn
29. s There are products that needs to be printed as Orders Dockets or Service Orders At the time of setup the product select the correct order printer or multiple order printers Print to Kitchen needs to be ticked to send this new item to print on the docket printer Check from a similar product to confirm which printer to choose Then select the printer from the dropdown list to highlight Make sure the Radio Button is checked Always make sure to reselect the printer to highlight eventhough it seems to have the printer already selected to avoid errors EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved Cae 15 5 How to Setup a Kitchen Monitor The same place that setup the Kitchen Printer to a product select the KOD Kitchen Order Display to display the item on the Kitchen Monitor This setup will be discussed further in KOD topic 15 6 How to change the Product Name on the Button Imprtant Don t delete or change lt html gt code The Product Category Buttons on the front sales screen only holds about 25 Text Characters When the product name is too long the text on button does not make any sence To overcome this problem keep the long name of the product for receipts and Orders but only change makes a shorter name for the Button only 16 How to add a New Category gt gt Menu Button gt Category to setup Categories or Subcategories Always press _ Add New when addi
30. to monitor an abuse of system where Employees put items through and later delete items before taking payment The report will directly Email to Resaurant Owner with Email Close Cash Report 13 2 Preview Close Cash Report Print will give the Partial Cash Report Displays the Collection Split as displayed on screen Also display Category wise the reflection of sales EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved cae 13 3 Close Cash Once the Partial Cash Report is acceptable it s time to press E Close Cash and get Close Cash report The Close Cash report has a Start Date Time and End Date Time This report will have a continuous time line 14 How to Manage Customers Although QUICK add modify customer through the Sales Screen gt possible gt Menu Button gt gt Customers gt i Customers Button to go to the main Customer Module Similarly in Menu Button gt Customers to manage the Agents List to record sales coming through online websites and agents like eat now menulog delivery hero etc Choose varied customer reports to print out or Save as PDF of Sales by Customer Customer List Temporary Membership Cards in 80mm Thermal Receipt printer etc Feel free to browse Always press Add New to add a new record and remember to press to save the record p Refresh usually helpful for filtering long list of records by
31. ul for filtering long records by Category price range etc Products EzyPOS Point of Sale Systems http www ezypos net au All your rights reserved 19 1 Type in a Product ID a unique ID next available number from the product list 2 Barcode normally auto fills the number from the Product ID Max 5 Barcode per Product Type in the name of the product Select the Category that the item should sit on Attributes select if any available Product are Taxable keep Tax Standard constant Sell price including TAX Buy price including TAX TEXT TIP MESSAGE is a text that display when a product button to have a TAG description text 10 Don t need to fill Sell Price amp Margins they Auto Fill lO COON ui Hh W 15 2 How to Setup a Product to print in Kitchen Printers L Add New to add a new record everytime when making changes always press mm to save the record These following are on Stock TAB 1 In Catelouge ticked by default enables the product on front sales screen If the product is seasonally out of stock go here and disable the product Replace the item with new item 2 Select if this items is an Auxilarry if needed 3 Variable Price Product Tick gives the option when enabled press the price in using the number pad of the product and then select the product button This is a very useful feature when there are products with variable pricing 4 Print to Kitchen
32. vennnrnnrennrrnnnnnvennrsnnnsnvennssnvennnee 13 FAN BENN 14 7 2 Manually key in the Barcode number rmmmurervrrrvererversversvrersvrrrsrrrrsrressvenssversresevressrene 14 8 Magnetic Cards or Barcodes to select Customers using Membership Cards or Korea C 0 EE EEE ae 14 Dis HOWTO PROCESS SN 14 10 How to Edit Refund or Reprint a Sales Receipt rrrwrsvarnvnrsvonsversversversvrnsnvnsnrernvvesvenenrns 15 11 How to Make Payments into Customer Postpaid ACCOUNTS esseere 16 12 Manual Cash IN OUT eee 17 13 How to Close Cash Day End ERE NE i i 17 13 1 View amp Email Item Delete Report Luunuannsssmsessumsvnnnsmundvennnveivn des 17 13 2 Preview Close Cash Report Lunusumnmnannnnminsnunasnsinensenssmeidtndarvnidkk 17 ETG 0 GE EEE EE 18 14 How to Manage CuStomers rrmnnnnrnnsnrrrannnvnnnnvvnrennnnnssnnrnssnnnrnnssnnnnsssnnnnssnnnnsssnvnssnnnvessnnnvnsnnnnne 18 15 How to Add a New Product rnnrrnnrnnvrnnrrnnrrnrrnnrenvennvennrrenrrnvrnsrennvrnnrssnrennrnnvesnsnnvssnsssvsnnvsnnssnne 19 BITS ENN 19 15 2 How to Setup a Product to print in Kitchen Printers m mmrrrmrnenerrrvererers 20 15 3 How to upload Images to ButtOns rmrmrrrrorernvrrnrrrnrrenvrrnvrrsvrrevrserversvrrenrssnrsenvensvesnnne 21 15 4 How to Setup a Product to print on Order Printer srmursrrnrsvrennrvensnvrnrsrenssvresnnrne 21 15 5 How to Setup a Kitchen Monitor r ssrrrrnvvrrnrersnrernvnrsvvrsnvvrenvessvrevenvessnvessvenenvesenvessressnne 22 1
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