OPOS 3.9.x v.1 User Training Guide for unicenta 3.9.x version Created by: Mariam Ali Page 1 of 15

Transcription

1 User Training Guide for unicenta 3.9.x version Created by: Mariam Ali Page 1 of 15

2 Contents 1) Introduction ) Software Installation ) Database Setup ) Product Categories ) Product Sub-Categories ) Adding Product Fields ) Setting Stock Limitations ) Completing Transactions ) Creating Reports ) Overall Inventory Report ) Product Sale Report ) Current Inventory Report ) Conclusion Page 2 of 15

3 1) Introduction This user guide will outline the fundamentals of how to use the UniCenta OPOS System. OPOS System stands for Open Source Point of Sale System. The OPOS 3.9.x version of the system will allow you to sell, manage, and control your business transactions. All you have to do is set your business up and you re ready to go! 2) Software Installation To install the OPOS 3.9.x version, go to and press Download. This will prompt you to download the file and save it to your device. Once this is downloaded, run the command and set the suitable language. Once that is selected, set up the software by accepting the licence agreements. Page 3 of 15

4 Once the licence agreements have been accepted, choose where you would like the OPOS System to be installed. Allow the software to install onto the device. After the system has been successfully installed, please read the following Read Me file, as this will welcome you to your new OPOS system. Now you have successfully downloaded the system. To start using the program, click on the UniCenta OPOS logo from your desktop. 3) Database Setup In order to start using the system, a database must be set up first. Once the OPOS Logo is clicked, the below screen will appear. The standard database that comes with the system is Apache Derby Embedded. Select this option if you have not got a database set up already. Page 4 of 15

5 Input a user name and password to create your database logins and press Test. This will then show you the following screenshot, if your database has been created and set up correctly. Don t forget to restart your OPOS system to load the database successfully. 4) Product Categories Before you create products on the system, set up the relevant categories. This will allow you to keep track of your stock under each section. In order to do this, open the software and select on the Administrator button. Once this has been selected, the front-end of the system will be accessible. From here, you will need to go to settings by clicking on the arrow on the left hand side. Page 5 of 15

6 The left hand side will present the menu options that will allow you to make changes to the backend of the program. To set the categories up, click on Stock, then Categories. Once the Categories page loads, start adding primary categories by clicking on the plus sign. The categories must be added under Category Standard to be set up correctly. Press the Save button to add the category to the database. Page 6 of 15

7 4.1) Product Sub-Categories For some product types, sub-categories may need to be created. For example, the Drinks category can be broken down into the sub-categories of Fizzy and Non-Fizzy. In order to do this, follow the above process but ensure that a primary category is selected in the Category field. Save the sub-category as per the below screenshot. 5) Adding Product Fields In order to add the products into the relevant categories, go back to the main menu by clicking on the arrow, then choose Stock followed by Products. Page 7 of 15

8 Select the plus sign to add a product. Then complete the relevant fields about the product such as the Reference, Barcode, Name, Category, Tax, and finally the Product Price information. Press the Save button and then follow the same process to add additional products. 5.1) Setting Stock Limitations Adding the stock limitation detail will allow you to monitor your products on a consistent basis and receive notifications when the minimum limit has been reached. In order to set this up, go back to the main menu by clicking on the arrow, then choose the Stock option and finally select the Product Location button. Set the stock limitation of each product by selecting the product from the list on the left hand side, and entering the minimum and maximum level to be maintained for each one. Once completed, save the field and repeat as necessary. Page 8 of 15

9 6) Completing Transactions Once all the relevant data has been added into the database, the system can be used to complete transactions. To access the front end of the system, go back to the main menu by clicking on the arrow and selecting Sales under the Register Tab. Once the Sales button is pressed, a till will appear alongside all the previously added categories. The product that is being sold can be selected from this menu during the transaction. Page 9 of 15

10 The total cost of the order will appear as the products are added. In order to complete this transaction, click on the equal button on the right hand side. This will show a screen where you enter how much the customer has paid. This will then show how much change the customer needs, if any. Click on Ok to complete the transaction. Page 10 of 15

11 If customer wants to pay for their order in an alternative way, the relevant payment method can be selected from the left hand menu; see below. Page 11 of 15

12 7) Creating Reports Reports can be generated to show various types of information. Some of the reports that can be produced include stock level details, and an overview of trends based on completed sales transactions. 7.1) Overall Inventory Report To generate a report on current stock levels, select Stock from the main menu, then choose Report and select Inventory. The next page will allow you to generate a report by amending details such as the timeframe. Click on Run Report to produce the document. Page 12 of 15

13 7.2) Product Sales Report A report can be generated to show the gross profit of each product. To do this go back to the menu by clicking on the arrow, then select Stock, Report and finally Products. The next page will allow you to generate a report by amending details such as the timeframe. Click on Run Report to generate the document. Page 13 of 15

14 7.3) Current Inventory Report To generate a report on the minimum and maximum stock level for each product, a report can be run. First, go back to the main menu by clicking on the arrow, select Stock, then Report and finally Inventory: Current. The next page will allow you to generate a report by amending details such as the timeframe. Click on Run Report to generate the document. Page 14 of 15

15 8) Conclusion This document contains the initial steps required to set up a OPOS system successfully. As the business continues to grow and develop, the OPOS system will need to deliver more functionality in order to meet the business needs. Consequently, this user guide will need to be edited and developed in conjunction with UniCenta to ensure that instructions are put in place for enhanced functionality of the system. For further information or help, please visit the Discussion Forum at: Page 15 of 15