FI-ES ANDROMEDA IMPLEMENTATION GUIDE

Transcription

1 FI-ES SYSTEMS PVT LTD FI-ES ANDROMEDA IMPLEMENTATION GUIDE FI-ES ANDROMEDA V5 Hotel Management System FI-ES ANDROMEDA IMPLEMENTATION GUIDE tells the user How to do the implementation. It will guide through the steps following which a user can successfully implement FI-ES ANDROMEDA.

2 Objective This document is designed to provide users with instructions on implemeting Fi-es Andromeda. With step by step procedure to install andromeda, it will help like a route map for a user in Andromeda implementation process. Andromeda Installation Andromeda can be installed by running Andromeda setup provided with setup pack. Installation guide will lead you through entire installation process. After you've installed Fi-es Andromeda, an icon Andromeda will appear on the desktop screen. Getting Started with Andromeda Implementation Step 1 Double click Andromeda icon on desktop. Load window for creating Company Master. FI-ES Systems Pvt Ltd Page 1

3 Fig 1(1):Company Creation Fig 1(1):. Fill out the necessary details like name, address and other information. User can provide new country, Currency and City by simply typing on the corresponding combo field. Without checking the Register checkbox, click Ok. You will get a message as shown in Fig 1(2). Fig 1(2):Registration Set Up Click Yes to register the product. Click Print Button to load Excel sheet and save it. Procedure To Register The Product: Send excel to support@fi-es.com. Get product key from Fi-es. While registering, make sure that Register check box is checked. Provide Product key in the corresponding fields and click Ok to register the product. After the Registration Process user can put Financial Year detail settings in Financial Year Entry Interface as shown in Fig 1(3). FI-ES Systems Pvt Ltd Page 2

4 Fig 1(3):Financial year settings Once we save the Financial year details, a settings window is loaded for making the major account settings as shown in Fig 1(4). FI-ES Systems Pvt Ltd Page 3

5 Fig 1(4):Account settings After performing the account settings,package settings interface is loaded for making the major package settings like Package date, back no of days etc as shown in Fig 1(5) Fig 1(5) :Package settings Step 2 After saving the package settings, we can see the Login Page of Andromeda. Login as Administrator. User name for Administrator is admin without any password. Fig 2(1). NOTE: Make sure that the date format is dd/mm/yyyy. Otherwise system will prompt a message while logging in to change the format FI-ES Systems Pvt Ltd Page 4

6 Fig 2(1). Login Screen When press on Ok Button Module selection window is displayed. Only Back office Module is enabled for making the admin settings. FI-ES Systems Pvt Ltd Page 5

7 Fig 2(2). Back Office Module is in enabled Mode While selecting the Back office Module,user can see the Following sub modules for admin entries. Admin Outlets/Departments Inventory/House Keeping/others Fig 2(3). Sub Modules Displied for Admin Entries FI-ES Systems Pvt Ltd Page 6

8 Outlet/Departments and Inventory admin entries are done only after Creating the Outlets and Stores.So initialy we want make the entries in Admin Module. If we select the admin module,an iterface is opened with the default display of Prefix entering Window as Shown in Fig 2(4) Fig 2(4). Default Display of Prefix Entering Window After entering the prefix details,user can enter the Miscellaneous Settings such as General settings,invoice settings etc as shown in Fig 2(5). FI-ES Systems Pvt Ltd Page 7

9 Fig 2(5). Miscellaneous Settings interface. We have the facility for setting a secure password for Admin user.for that Select Change Password from Security Menu. Change the password of admin to a secured one and click Ok to apply new password. Fig 1(5). Fig 2(6).Admin Password setting Next Thing is the User Group Creation.Select User Group from Security menu in Admin Interface. User Groups master window is displayed. Administrator can create more user groups according to the company needs.sa shown in Fig 2(7). FI-ES Systems Pvt Ltd Page 8

10 Fig 2(7).User Group Creation By selecting the user group,we can create the users which are named as management users. For creating management user,select User interface from Security menu. User Master Window is displayed. Administrator can create any number of users according to the company needs.sa shown in Fig 2(7).While Creating a user we can also set a password for login purpose of the particular user. Fig 2(8).Management User Creation After creating These Basic settings We can exit from the Admin module. FI-ES Systems Pvt Ltd Page 9

11 Step 3 Login as Management user using any username and corresponding password which are set in admin module. Fig 3(1):Login As Management User When Press On OK button Module selection window is displayed FI-ES Systems Pvt Ltd Page 10

12 Fig 3(2): Module selection Window. For Doing The Reservation Related Thing we can select the FRONT Office Module. But Before that user must Choose the Back Office Module and perform the Basic Operations. While selecting the Back office Module,user can see the Following sub modules in Enabled Form. Admin Purchase and Costing Inventory/House Keeping/others FI-ES Systems Pvt Ltd Page 11

13 Fig 3(3): Enabled Sub Modules Purchase and Costing, Account related transactions are depends upon the basic master entries provided in Admin module. For that we have to initially select the Admin Module. Admin module window is displayed FI-ES Systems Pvt Ltd Page 12

14 Fig 3(4): Admin Module Interface Showing all Master entry Options Admin module is the place where master data is provided, which will be used in further transactions. Below steps will help you in creation of major master entries, needed to start using the system. User can change the password using the Change Password option facilitated here. Step 3.1 : Region Creation First master entry in admin module is the region master. For creating a Region Select Region from Masters Menu. Region master window is displayed..management user can create appropriate regions as shown in Fig 3(5). By default the Region which is created in Company master is listed here. Fig 3(5). Region Entry Step 3.2:Country Creation By selecting the Region, we can create Country from Country Master available in Masters menu. By default the country which is created in Company master is listed in Master window. FI-ES Systems Pvt Ltd Page 13

15 Fig 3(6).: Country Creation Step 3.3:Currency Creation By selecting the Country, we can create Currency from Currency Master available in Masters menu. By default the Currency which is created in Company master is listed in Master window. Fig 3(6): Currency Entry Step 3.4: City Creation By selecting the Country, we can create City from City Master available in Masters menu. By default the City which is created in Company master is listed in Master window. FI-ES Systems Pvt Ltd Page 14

16 Fig 3(7): City Creation Step 3.5: Package Creation Package Entry is important for reservation purpose.for creating packages select Packages from Masters menu. Package master is loaded.by clicking on NEW button, we can create new packages. Fig 3(8): Package Creation Step 3.6:Season Creation FI-ES Systems Pvt Ltd Page 15

17 For creating Season Details select Season from Masters menu. Season master is loaded.by clicking on NEW button, we can create Seasons with period details and cancellation details. Fig 3(9): Season Entry. Step 3.6 :Salutations Entry For Creating salutations, select Salutations from Masters Menu. Salutations interface is loaded.by clicking on NEW button,we can create new Salutations. Fig 3(10): Package Creation FI-ES Systems Pvt Ltd Page 16

18 Step 3.7 :Market Segment Creation For Creating a new market segment, select Market Segment from Masters Menu. Market interface is loaded. By clicking on NEW button,we can create new Markets. Fig 3(11): New market segment Creation Step 3.8 :Department Creation For Creating a new Department, select Department from Masters Menu. Department interface is loaded. By clicking on NEW button,we can create new Department. At the installation a Demo Department is created which is listed in master as default. Fig 3(12): Department Creation FI-ES Systems Pvt Ltd Page 17

19 Step 3.9 :Customer Creation For Creating a new Customer, select Customer from Masters Menu. Customer interface is loaded. By clicking on NEW button, we can create new Customer. Fig 3(13): Customer Creation While Creating the customer, we can simply type any category in Customer Category Combo that can use in further reference/selection while creating the customer in next time. Step 3.10:Supplier Creation For Creating a new Supplier, select Supplier from Masters Menu. Supplier interface is loaded. By clicking on NEW button, we can create new Supplier. FI-ES Systems Pvt Ltd Page 18

20 Fig 3(14): Supplier Creation Step 3.!! :Store Creation For Creating a new Store/Godown, select Store from Masters Menu. Store interface is loaded. By clicking on NEW button, we can create new Stores. Country,City, Department and Accounts selections are more important in Store Creation Process. Mainly 3 godown types are available, they are Store House Keeping Maintenance So we can create three types of stores by selecting the Corresponding Radio Buttons provided in the interface. FI-ES Systems Pvt Ltd Page 19

21 Fig 3(15): Store Creation Step 3.12:Outlets/Departments Creation For Creating a new Outlet, select Outlet/Department from Masters Menu. Outlet/Department interface is loaded. By clicking on NEW button, we can create new Outlets. Country, City, Department and Accounts selections are more important in Outlet Creation Process. Mainly 5 Outlet types are available, they are Shop Food and Beverage Maintenance Laundry Service Centre Department FI-ES Systems Pvt Ltd Page 20

22 So we can create 5 types of Outlets by selecting the Corresponding Radio Buttons provided in the interface. Fig 3(16): Store Creation Step 3.13:Room Type Entry Room Type Creation is mainly done for Reservation Purpose. For Creating a New Room Type, select Room Type from Reservation Menu. By clicking on NEW button in Room Type Interface, we can create new Room Types. FI-ES Systems Pvt Ltd Page 21

23 Fig 3(17):Room Type Creation Step 3.14:Room Category Creation By selecting the Room Type, we can create Room Category from Room Category Master available in Reservation menu. By clicking on NEW button in Room Category Interface, we can create new Room Categories.. Fig 3(18):Room Category Creation FI-ES Systems Pvt Ltd Page 22

24 Step 3.15:Room Features Entry For Creating a New Room Features,select Room Features from Reservation Menu. By clicking on NEW button in Room Features Interface, we can create new Room Features.. Fig 3(19):Room Features Creation Step 3.16: Room Details Entry By selecting the Room Category and Room Features, we can create Room Details from Room Details Master available in Reservation menu. By clicking on NEW button in Room Details Interface, we can create new Room Details like Room no,pax allocation etc.. FI-ES Systems Pvt Ltd Page 23

25 Fig 3(20): Room Details Entry. Step 3.17: Meal Plan Creation For Creating a New Meal Plan, select Meal Plan from Reservation Menu. By clicking on NEW button in Meal Plan Interface, we can create new Meal Plan Fig 3(21): Meal Plan Entry. Step 3.18:Person Type Creation For Creating a New Person Type, select Person Type, from Reservation Menu. By clicking on NEW button in Person Type Interface, we can create new Person Type FI-ES Systems Pvt Ltd Page 24

26 Mainly 3 Person Types are available, they are Adult Child Infant So we can create 3 types Persons by selecting the Corresponding Radio Buttons provided in the interface. Fig 3(22): Person Type Entry. Step 3.19:Transfer Type Creation For Creating a New Transfer Type, select Transfer Type from Reservation Menu. By clicking on NEW button in Transfer Type Interface, we can create new Transfer Type FI-ES Systems Pvt Ltd Page 25

27 Fig 3(23): Transfer Type Creation. Step 3.20:Facilities Entry For Creating New Facilities, select Facilities from Reservation Menu. By clicking on NEW button in Facilities Interface, we can create new Facility details. FI-ES Systems Pvt Ltd Page 26

28 Fig 3(24): Facilities Entry. Step 3.21:Supplements Entry For Creating New Supplements, select Supplements from Reservation Menu. By clicking on NEW button in Supplements Interface, we can create new Supplements details. Supplements are categorized in 3 categories For Adult For Child General FI-ES Systems Pvt Ltd Page 27

29 Fig 3(25): Supplement Entry Step 3.22:Property Detailed Entry Property Master comes under Reservation Menu. Using this Interface we can enter the Following details In an Orderly manner. Resort/hotel s General Information Room details Room Category View Order In General Information Tab,Resort code, name, contact details etc can enter. Shown in Fig 3(26): FI-ES Systems Pvt Ltd Page 28

30 In Room details Tab, we can select the needed room categories and room type. In addition we can select the appropriate Transfer and Meal plan Details Favor for a reservation Shown in Fig 3(27): In Room Category View Order, we can set the view order of the selected room categories Shown in Fig 3(28): Fig 3(26): Detailed Entry of Resort Information FI-ES Systems Pvt Ltd Page 29

31 Fig: 3(27):Entry Of needed Room, Transfer and Meal Plan Selection Fig 3(28):Setting the view order Room Category. FI-ES Systems Pvt Ltd Page 30

32 Step 3.23:Tour Operator Creation For Creating a Tour Operator, select Tour Operator from Reservation Menu. By clicking on NEW button in Tour Operator Interface, we can create a new Tour Operator Details, For creating a Tour Operator, User Must entry the appropriate season details along with Cancellation rule Fig 3(29): Tour Operator Creation Step 3.24:Unit Creation For Creating Unit, select Unit from Inventory Menu. By clicking on NEW button in Unit Interface, we can create new Units as shown in figure 3(30), FI-ES Systems Pvt Ltd Page 31

33 Fig 3(30): New Unit Entry Step 3.25:Customs Entry For Creating new Custom Percentage, select Customs from Inventory Menu. By clicking on NEW button in Customs Interface, we can create new Custom Percentages as shown in figure 3(31), Fig:3(31):Custom Percentage Creation. FI-ES Systems Pvt Ltd Page 32

34 Step 3.26:Packing Type Creation For Creating new Packing Type, select Packing Type from Inventory Menu. By clicking on NEW button in Packing Type Interface, we can create new Packing Type as shown in figure 3(32) Selection of Unit and Quantity entries are very important in Packing type creation as shown in figure 3(33) Fig:3(32):Packing Type Creation After the selection appropriate Unit Fig:3(33):Unit selection and Quantity Entry Step 3.27:Master Category Creation For Creating a Parent/Master item Category, select Master Category from Inventory Menu. By clicking on NEW button in Master Category Interface, we can create new Master Category as shown in figure 3(34) FI-ES Systems Pvt Ltd Page 33

35 Fig:3(34):Creation Of Parent Item Category Step 3.27:Item Category Creation By selecting the Master Category, we can create Item Category from Item Category Master available in Inventory menu. By clicking on NEW button in Item Category Interface, we can create new Item Category.Here we must select the Shop(s) and store(s),in which the item category is need to be displayed. Fig:3(35)::Item category Creation Step 3.28:Item Creation By selecting the Item Category, Custom Percentage, Unit, packing type etc we can create a new Item from Item Master available in Inventory menu. By clicking on NEW button in Item Interface, we can create new Item. as shown In Fig:3(36) FI-ES Systems Pvt Ltd Page 34

36 Fig:3(36):Item creation Fig:3(36):Packing Type Selection while creating A new item. FI-ES Systems Pvt Ltd Page 35

37 In addition to the above details, other master information can be fed to the system in Admin module, which will be used when the system is used in its full potential. Based on the shop types used by the company, master data needs to be filled up will vary. (For example if FandB shop is created, then user has to feed data in the masters like Menu Group, Menu Sub Group, Menu Entry, etc. if it s Service Shop, then user has to fill up master data in Service related menus like Service Group and service Details for the proper functioning of Service shop,if it is a Laundry shop, then user has to feed data in the masters like Fabric Group, Fabric Details and Fabric settings ) Step 4. After creating Basic Master Entries,Change The Location /Again Login as management user and enter in to the Back Office Module account. Fig 4(1):Location Change window FI-ES Systems Pvt Ltd Page 36

38 Fig 4(2):Back and Front Office Modules are in Enabled Form. Fig 4(3): Enabled Sub Modules FI-ES Systems Pvt Ltd Page 37

39 Now select the Accounts Module, An Interface is opened as shown in Fig 4(4); Fig 4(4);Main Account Interface At the time of installation Account settings are done, In addition of that settings User Can perform some more basic functions in accounts module are listed below Step 4.1:Account groups and Account Creation At the time of installation Basic Account Groups and Accounts details are created in Corresponding masters which are listed as default entries as shown in fig 4(5) and fig 4(6) FI-ES Systems Pvt Ltd Page 38

40 Fig 4(5):Default Listing Of Account Groups Fig 4(6): Default Listing Of Accounts under Account group.if the user wants to make changes or creating new Accounts Groups,just click on Group available in Master menu,a Group Head Interface is loaded. For Creating a new group right click on the parent node,and use the add option. from the menu window.after the entry click on the view button also from the menu window for viewing the created group. FI-ES Systems Pvt Ltd Page 39

41 Fig 4(7):: New Account Group Creation Like Wise If the user wants to make changes or creating new Accounts Details Under each accounts group,just click on Account available in Master menu,a Account Head Interface is loaded. For Creating a new group right click on the any one of the Account group,and use the add option. from the menu window Account creating window is loaded. We can enter the needed account details in this window as shown in fig Fig 4(8): After the entry click on the save button for saving the account and view button also from the menu window for viewing the created Account. FI-ES Systems Pvt Ltd Page 40

42 Fig 4(8):New Account Creation Step 4.2:Exchange Rate Setting Another One major function in account module is the exchange rate setting for that select Exchange Rate from Master Menu. An interface is loaded with the Currencies available in Currency master. Double click on a selected currency, a window is loaded with Selling rate and Buying Rate entering facility as shown in fig 4(9) FI-ES Systems Pvt Ltd Page 41

43 Fig 4(9):Exchange Rate setting Step 4.3:Cash Accounts Settings Select Cash Account Settings from Defaults menu. Settings window is displayed. Fig: Cash Account Settings The cash/debit/credit/bank accounts in use can be mentioned here. Select the account and choose the option under which it is falling and click Ok. Step 5. After performing the basic master entries and account settings user should again login as admin user FI-ES Systems Pvt Ltd Page 42

44 Fig 4(1):Login as Administrative User When press on Ok Button Module selection window is displayed. Only Back office Module is enabled for making the admin settings. Fig 4(2):Back Office Module is in enabled Mode FI-ES Systems Pvt Ltd Page 43

45 While selecting the Back office Module,user can see the Following sub modules for admin entries. Admin Outlets/Departments Inventory/House Keeping/others Fig 4(3): Sub Modules Displied for Admin Entries Again enter in to admin module and load the Reservation settings interface comes under the Miscellaneous settings option from the Default Menu as shown in fig 4(4): FI-ES Systems Pvt Ltd Page 44

46 Fig: 4(4): Basic Reservation settings Next step is to edit the user group details and provide sufficient rights to created Outlets and Stores as shown in fig 4(5): and 4(6): FI-ES Systems Pvt Ltd Page 45

47 Fig 4(5):Providing Proper rights to the Created Outlet Fig 4(6):Providing Proper rights to the Created Store Step 6 After making the Reservation settings and Providing rights Change The Location /Again Login as admin user and enter in to the Back Office Module Outlet/Department FI-ES Systems Pvt Ltd Page 46

48 Fig 6(1):Change Location process Fig 6(2):Back Office Module is in Enabled Mode. FI-ES Systems Pvt Ltd Page 47

49 Fig 6(3):Back Office Sub modules are enabled Under Admin Login Click On The Outlet/Departments sub module. An Outlet selection window is displayed containing the outlet list as shown in fig 6(4) FI-ES Systems Pvt Ltd Page 48

50 Fig 6(4):Outlet selection While double click on the selected outlet,a window is loaded with Enabled outlet Admin Module. Fig 6(5):Admin Module is in Enabled form. FI-ES Systems Pvt Ltd Page 49

51 Select the Admin module, an iterface is opened with the default display of Prefix entering Window as Shown in Fig 6(6) Fig 6(6): Default Display of Prefix Entering Window After entering the Shop Prefix User should enter the basic shop settings using the shop setting interface come under Option Menu. Fig 6(7):Shop setting Interface. FI-ES Systems Pvt Ltd Page 50

52 Step 7 Like wise Outlet admin entries,user should perform the Store admin entries For that Change The Location /Again Login as admin user and enter in to the Back Office module Inventory/House Keeping/Others Fig 7(1):Change Location process FI-ES Systems Pvt Ltd Page 51

53 Fig 7(2):Back Office Module is in Enabled Mode. Fig 7(3):Back Office Sub modules are enabled Under Admin Login FI-ES Systems Pvt Ltd Page 52

54 Click On The Inventory/House Keeping/Others sub module. A Store selection window is displayed containing the store list as shown in fig 7(4) Fig 7(4):Outlet selection While double click on the selected store,a window is loaded with Enabled Store/Inventory Admin Module. ) FI-ES Systems Pvt Ltd Page 53

55 Fig 7(5):Admin Module is in Enabled form. Select the Admin module, an iterface is opened with the default display of Prefix entering Window as Shown in Fig 7(6) FI-ES Systems Pvt Ltd Page 54

56 Fig 7(6): Default Display of Prefix Entering Window After entering the Inventory Prefix User should enter the basic Inventory settings using the Inventory setting interface come under Option Menu. Fig 7(7):Inventory setting Interface. Step 8 After making the Outlet and Inventory admin settings,login as management user FI-ES Systems Pvt Ltd Page 55

57 Fig 8(1):Login As Management User When Press On OK button Module selection window is displayed Fig 8(2): Module selection Window. Select the Back office Module,All the sub modules are in Enabled Form. FI-ES Systems Pvt Ltd Page 56

58 Fig 8(3): Enabled Sub Modules Select Outlet/Department module. From the loaded window select the Particular Outlet. Fig 8(4):Select Particular Outlet While Select the Listed Outlet A window is loaded with Admin And POS module shown fig 8(5). FI-ES Systems Pvt Ltd Page 57

59 Fig: 8(5):Window having Enabled Admin and POS module Click On Admin Module, An interface is loaded for doing the opening stock entry,basic Shop details entry etc Fig: 8(6):Loaded Shop Admin Interface FI-ES Systems Pvt Ltd Page 58

60 Step 8.1:Opening stock Updation Opening stock Updation of interface. items can be done in Opening Stock Entry Select Opening Stock Entry from Options menu. Opening Stock Entry window is displayed. Fig : 8(7):Opening Stock Entry window Select an item category and click New. A new window is Loaded for adding the item and stock details Fig :8(8):Window For adding item details FI-ES Systems Pvt Ltd Page 59

61 After Entering the Item and stock Details click on Ok.Button Fig :8(9):Opening stock Entry is listed in the master grid Step 8.2: Shop details Updation Select Shop from Options menu. Shop details window is displayed FI-ES Systems Pvt Ltd Page 60

62 Fig :8(10):Details are updated in Shop Details interface Add customer, supplier and sales person to the shop. (If it is a service center type shop other tabs like Service charge and service category becomes enabled. In case of FandB shop Dish Category and Dish Details become enabled and user can add the needed details to this shop, In Case of Laundry Shop,laundry group, Laundry Detail become enabled and user can add the needed details to this shop ). NOTE: Please be noted that only those information which are provided in this Shop Details interface will be available for doing transactions in this particular shop. Now user can start with shop transactions. Step 9 Like wise Outlet admin entries,user should perform the Store admin entries under the management user login. For that Change The Location /Again Login as management user and enter in to the Back Office module Inventory/House Keeping/Others FI-ES Systems Pvt Ltd Page 61

63 Fig 9 (1):Change Location process FI-ES Systems Pvt Ltd Page 62

64 Fig 9(2): Module selection Window. Select the Back office Module, All the sub modules are in Enabled Form. Fig 9(3): Enabled Sub Modules Select Inventory/House Keeping/Others module. From the loaded window select the Particular Store. FI-ES Systems Pvt Ltd Page 63

65 Fig 9(4):Select Particular Store While Select the Listed Store, A window is loaded with Admin And Inventory module shown fig 9(5) Fig 9(5): Window having Enabled Admin and Store module Click On Admin Module,An interface is loaded for doing the opening stock entry, inventory item details entry etc FI-ES Systems Pvt Ltd Page 64

66 Fig: 9(6):Loaded Inventory Admin Interface Step 9.1:Opening stock Updation Opening stock Updation can be made with Opening Stock Entry interface. Select Opening Stock Entry from Options menu. Opening Stock Entry window is displayed. Fig: 9(7): Opening Stock Entry Interface FI-ES Systems Pvt Ltd Page 65

67 Select an item category and click New. A new window is Loaded for adding the item and stock details Fig: 9(8): Opening Stock Entry Interface After Entering the Item and stock Details click on Ok. Button Fig 9(9): Opening stock Entry is listed in the master grid NOTE: On finishing STEP 9, user will be in a stage to proceed with normal Andromeda transactions such as Reservation, Registration, Billing, Cashiering etc. Please refer the Andromeda User Manual and Andromeda process flow for getting detailed explanations about the transactions. FI-ES Systems Pvt Ltd Page 66

68 Feel free to contact for any doubt and clarification. FI-ES Systems Pvt Ltd Page 67

69 FI-ES Systems Pvt Ltd Page 68