Layout of product/button within a category. Business Type Category by Product Type Category by Brand

Transcription

1 Setup Guide: Retail

2 Welcome Thank you for choosing intelligentpos. With this step by step guide, you will be able to master the basics of intelligentpos and be trading from your ipad in no time. Once you feel comfortable using the system, you may wish to refer to our other guides to get started with our more advanced features such as Stock, Loyalty or Staff Management. Below is a glossary of common terms used throughout the manual; we then introduce you to the concept of product hierarchy and encourage you to think of your own product classification prior to using the system. GLOSSARY OF TERMS Departments: Categories: The highest level of product classification (e.g.. Clothing, Footware, Accessories ) A subset of Department. (category - Dress would fall under the department - Clothing. The category - Boots would fall under the department - Footwear ) Products: The items that are being sold; each are associated with a category (a product - Paisley Pattern Dress would fall under the category - Dress which in turn falls under the department Clothing ) Variants: Force Syncing: SKU: Open Pricing: Variation of a product attributes. (e.g.. a T-shirt can come in different Sizes or different Colours or both) Forcing the synchronisation between the backoffice and ipad to reflect the changes made in the backoffice (on your terminal login screen, at the bottom left, tap on All products and sales synced ) (Stock Keeping Unit) Product barcode An item with no set price that allows the cashier to enter the sale price at the register Per Terminal Layout: The terminal main sales screen, with all the categories displayed at the bottom Button Layout: Layout of product/button within a category *Categories: Either by Product Type or by Brand examples below: Business Type Category by Product Type Category by Brand Fashion Retailer Dress Tops Accessories Footwear Monsoon Jack Wills Hollister Co. Gift Retailer Mugs Greeting Cards Candles Emma Bridgewater Hallmark Jo Malone Nail Care Retailer Polish Remover Gel Nail Accessories Bourjois Maybelline NYX Cosmetics

3 QUICK SYSTEM SETUP Before You Use Your System Initial Product Upload Filling The Template Upload Your Products Ipad Synchronisation & Display EDITING PRODUCTS Editing Products SETTING UP PRODUCT MODIFIERS Setting Up Variants LINKING VARIANTS TO PRODUCTS Variants Product Variant Display on the ipad 5 LAYOUTS Editing Layouts 6 7 CUSTOM LAYOUTS Multiple Terminals Adding a Main Screen Adding a Single Screen ADDITIONAL FEATURES Settings Where you see this icon, you should check your ipad to see your layout progress

4 QUICK SYSTEM SETUP Please note that the following procedure is to get you started with Products only. Other functions and features will be covered later. Before You Use Your System The product tree below, illustrates the relationship/hierarchy between Departments, Categories & Products. Establishing a classification for your products right from the start, is not only good business practice, but will also generate much more specific and helpful sales reports at a later stage. Note: in Retail mode, you can either classify your products by type or by brand. Choose whichever mirror your business best CATEGORY BY PRODUCT TYPE CATEGORY BY BRAND DRESS SHIRTS BAGS RAILS DKNY MISSONI ESSENTIEL A line RAILS Charlie Stripe ORLA KIELY Leaf Print SIMONE JUMPER CROP PANTS SCARF ESSENTIEL Paisley Pattern PAZUKI Kaleido FORBES & L Lincoln BIANCA SHIRT SCUBA HOODIE COLLAR FOLK Flower Pattern RADLEY Millbank DAWSON SHIRT BOMBER JACKET GLOVES RADLEY Liverpool MAVERICK JACKET ADRIAN SLING BACK SAFFIANO SATCHEL Initial Product Upload Use our template to upload your products in bulk to the backoffice: 1. Log in your backoffice backoffice.intelligentpos.com/login (your username & password will be ed to you when you download the app from the app store) 2. On the left sidebar, click on Products > Products 3. In the product screen, top right click on Upload Products > Download Template 4. Once downloaded, open the excel file uploadtemplate.xlsx

5 Filling The Template 1. At the bottom of the template, select the Tax Rates tab and enter all the tax rates that you are likely to use. Use this link for reference 2. Next, select the Category tab and enter your category attributes. The example bellow follows the initial product hierarchy illustrated on page Lastly, select the Products tab to fill in various product attributes Notes: Price: (Inc. VAT): Enter the main price (RRP) of your item Tax Rate: Select as per setup in your Tax Rate tab: 1=20%, 2=5%, 0=no tax Category: Enter the name exactly as entered in your category tab Column F, I & J: By default, these columns must contain the value 0 for the template to upload properly. Note: Open Product enables open pricing for a product on the ipad. Every time the product is entered. Other attributes: You will notice there are several other columns on the template, but for a quick initial set up, you can leave those blank for the time being. Upload Your Products 1. Once you have finished filling in your template, save it to your computer. 2. In your backoffice, in the left sidebar, select Products > Products, at the top right, click Upload Products > Browse Files ; select the file from your computer > Upload.

6 3. Your products are now uploaded into your backoffice; to see your product listing, navigate to the left sidebar > Products > Products. ipad Synchronisation & Display 1. At this stage, your main sales screen on the ipad will be populated with all the products you have just uploaded. 2. On your ipad select the intelligentpos app 3. Login using the default password (1234) 4. You are now looking at your main sales screen. 5. Alternatively, you may already have been logged in the app, in which case, from the main login screen, bottom left, tap on tap on All Products and Sales Synced 6. At this point you could feasibly start processing transactions if your business requires a very simple setup. 7. However, this setup may just be too simplistic for your business needs. Next, we describe how to setup some of the most commonly used advanced features in the retail sector. EDITING PRODUCTS 1. Login to your backoffice 2. From left sidebar, select Products > Products, select a product from the list and click Edit 3. On the product screen, you can edit various attributes like Display Name, Category or Price as needed. When finished, at the bottom right, click on Update Product to save the changes. Then at the bottom right, click Back to Products to get back to your main product listing 4. You will also notice other tabs next to the General product tab: Portions, Variant Groups etc. - These must be set up separately before you can associate them to a Product.

7 SETTING UP PRODUCT MODIFIERS Setting Up Variants Variants are set up to modify the attributes of a products; once set up, variants are displayed on the ipad, when the product is selected. As an example, in a fashion retail shop, a Pair of Trainers can come in different Colours and different Sizes ; a Delicatessen shop, might sell Tubs of Olives which come in different Flavour, yet all are priced the same. 1. From the left sidebar, select Products > Products > Variant Groups 2. Top right select Add a Variant Group 3. In the text box under Group Name, enter the name of your new Variant Group (e.g.. UK Sizes ) then on the right click on Add Variant. 4. In the pop up window, enter the first Variant Name of the group; as an example, if you entered your Group Name as UK Sizes, your first variant name could be 12, second variant name 14, etc. Then select a Colour for the variant and click Create 5. Keep entering as many Variant Names as you need within the group. Once completed, at the bottom right, click on Save Variant Group 6. Repeat the steps above to create as many Variant Groups as required

8 LINKING VARIANTS TO PRODUCTS Now you have set up your advanced features ( Portions, Instructions, Option Groups etc.) you can associate these to products. Variants 1. In the backoffice, on the left sidebar click on Products > Products then select a product that you want to associate Variants to and click Edit 2. In the product screen, select the Variant Group tab 3. Click on Add Variant Group and from the drop down list, select the First Variant you wish to associate with your product (e.g.. Colour ) and click Add If required for the product, you can add a Second Variant by clicking on Add Sub Variant Group (e.g.. UK Sizes ) and click Add 4. When complete, at the bottom right click on Save Variant Group Note: If you are planning on using the built in stock management system as well, now is an ideal time to input your current inventory quantities too. Product variant display on the ipad Login to your terminal on the ipad and select the Product that you have just associated an Option Group to. A Select Option pop up should immediately appear.

9 LAYOUTS Editing Layouts At this stage, all your Products, Variants and Portions are set up. It is now time to organise your terminal/ipad layout. 1. In the backoffice, on the left sidebar, select Layouts > Per Terminal Layouts > Manage Default Button Layouts 2. This displays the default terminal that is created as you add Categories. 3. You will see this layout mirrored into your terminal/ipad. In just a few steps you can optimise this layout to suit your business. 1. The first button at the top left Default Category Layout is automatically generated, however does not contain any products; being redundant, it is best to remove this button from the layout. To do so, click on the Cross icon at the top right corner of the button. Then at the bottom right, click on Save Changes 2. The button has now disappeared and the layout automatically reorganises itself. 3. If you wish to re-organise the Button Layouts yourself, click on the icon with the Three Lines at the top left of the button, and drag the button to its new position. 4. Once you have organised your Categories layout, you may wish to re-organise the buttons ( Products ) layout within each Category. 5. On the left sidebar, click on Layouts > Button Layouts from

10 here, you can Delete or Move buttons in the same way as above. 6. In addition, you will notice on the top of the screen the Add Portion Control button; click on it and select all the Portion Controls you wish to add from the drop down menu. For optimum ergonomy it is best to add all your portions at the top of the screen. 7. When you are happy with the button layout, at the bottom right, click Save Changes CUSTOM LAYOUTS Multiple Terminals 1. If you have more than one terminal, these will be listed in Layouts > Per Terminal Layouts 2. All will automatically be set up to the default layout; you may however want terminal 1 to have a different layout than terminal To do so, click on the terminal you wish to customise and click on Use Custom Button Layout 4. At the top right, click on Add Button Layout and choose the Category(ies) you wish to add from the drop down menu. When you have added all the buttons required, at the bottom right, click on Save Changes 5. Repeat these steps for the other terminals as needed 6. If you decide to use the default layout after all, select the chosen terminal and click Reset To Default Adding A Custom Main Screen You may have a large range of products organised in a traditional layout (categories at the bottom, product layout within categories). However, on a daily basis, you may use some products more than others and for speed of use, you may wish to have a Main Sales screen that display your most used/popular products. 1. On the left sidebar, select Layouts > Button layouts, then at the top right > Create Button Layout 2. Enter a Layout Name (e.g.. Main Screen ) choose a Colour and click on Create 3. Your new layout is now added to the list of button layouts; select your new layout and click, Manage Button 4. You now have 42 buttons available; remember that as well as products, you will need to add portion control if required. 5. At the top of the screen, click Add Portion Control (if using Portions ); select all the portions needed from the drop down menu. Then click Add Product and select all the products required from the search product box, click Add. 6. Again, move and re-organise the buttons as needed, keeping the portions at the top of the screen for optimum ergonomy. Adding A Single Screen Alternatively, you may have a smaller, targeted range of products which may well all fit within a single screen, without having the need to use category button. Bare in mind that the screen can hold 42 buttons, including portions. 1. On the left sidebar, select Layouts > Per Terminal Layout select the chosen terminal and select Custom Button Layout

11 2. Bottom right, select Save Changes this will clear all layouts. 3. On the left sidebar, select Layouts > Button Layouts, and at the top right select Create Button Layout 4. Enter a layout name (example Main Screen ) choose a Colour and click on Create 5. Your new layout is now added to the list of button layouts; select your new layout and click Manage Button 6. You now have 42 buttons available; remember that as well as products, you will need to Add Portion Control if required. 7. At the top of the screen, click Add Portion Control (if using portions); select all the portions needed from the drop down menu. Then click Add Product and select all the products required from the Search Product box, click > Add. 8. Again, move and re-organise the buttons as needed, keeping the portions at the top of the screen for optimum ergonomy. ADDITIONAL FEATURES Now that you have uploaded and edited your products in the backoffice, you need to set up your terminal/ipad to suit your business needs. Settings In your main terminal screen, top left, select the settings; click on the Cog Icon. The various settings will be displayed on the left Categories Products Option Groups Button Layouts These have all been set up from the backoffice, you should not need to edit these features any further. However, If you do want to amend any of these features, we recommend that you do so from the backoffice for better performance. Tables: Promotions: Users: If you do need table management in your business. (for example: a restaurant) Set up promotions (for example: happy hour) Add users and manage access rights (example: don t allow staff to edit settings)

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