ZSRestWEB. Start Guide. BackOffice. Start Guide of ZSRestWeb

Transcription

1 1 ZSRestWEB Start Guide BackOffice

2 2 Introduction 3 ZSRestWeb starting 4 Add a Shortcut 4 Sign in ZSRestWEB 5 ZSRestWEB appearance 6 Widgets 7 Example of Widget in a Table: 8 Example of Widget in a Graphic: 9 Areas 10 Add Areas 11 Change Areas 12 Remove Areas 12 Families 13 Add Families 14 Change Families 15 Remove Families 15 Production Center 15 Print/Export Families 16 Options available on maps 16 Sub Families 17 Add Sub Families 18 Change Sub Families 18 Remove Sub Families 18 Products 19 Add Products 21 Change Products 26 Remove Products 26 Operators 27 Add Operators 28 Change Operators 33 Remove Operators 33

3 3 Users 33 Add Users 35 Change Users 37 Remove Users 37 Web Users 38 Add Web Users 39 Change Web Users 41 Remove Web Users 41 Web Configuration 42

4 4 Introduction Thank you for choosing ZoneSoft ZSRest Web. We are confident that Zest Rest software will be one of your best allies in running a successful business. The purpose of this manual is to provide you with a basic knowledge in just a few minutes so you are able to understand and start using the system. In this manual we will repeatedly refer to FrontOffice which is the program where you perform sales and make requests. BackOffice is the section of our program where authorized users can administer, manage the data processes and much more. If you have questions that are not answered or addressed in this document, please contact an authorized ZoneSoft partner. ZSRestWeb starting Let's get started with the software ZSRestWeb, all you need is a web browser (Web Browser). We recommend the following browsers for a reliable performance: Google Chrome Safari Internet Explorer (version greater than 7) Opera Mozilla Firefox Add a Shortcut On the Windows desktop press the right button of mouse and select options + New + Shortcut. In the location type and press the Next button Type the name of the shortcut ZSRest Web and press the Finish button

5 5 ZSRestWEB Sign in Double-clicking the ZSRest Web shortcut (created in the previous chapter) and the log in web page will apear. Enter VAT (or the defined user code), Username and your Password and Press the OK button.

6 6 ZSRestWEB appearance The header and several features remain on all pages: 1 Exit - Exit the application 2 Messages - Communication between ZSRestWeb users 3 Menus - Access to separate menus for choice 4 - Return to homepage 5 Favorites - Access to the menu items that the user added as favorite 6 Access to the management of customer accounts - option only available to Partners

7 7 Widgets The interactivity between the user and ZSRestWeb facilitates the entire process which analysis the clients activity. On the front page there is a feature where you can analyze the status of the Shops and its live transactions. ZSRestWeb provides the following widgets:

8 8 Example of Widget in a Table:

9 9 Example of Widget in a Graphic:

10 10 Areas Before reaching the Introduction of Products, it is essential to define what the software ZSRest identifies as areas. These areas allow you to divide the commercial space of each store. It allows you to, Set prices for each area, Set Families for each area, Set Products for each area and Set Operators for each area depending on the area you choose. Some examples of areas are Interior, Terrace Room, Marriage Room, VIP Room, Smoking Room, No Smoking, etc... The interior area is a area already defined by default in the software. The Following steps will show the procedure to add a area. Click the Tables button and select the menu option: Area. Window of Areas appears with a list of existing areas. 1 Shop where you want to add, change or delete areas 2 Shares available for line or lines selected 3 Selects all lines 4 Selects a line at a time 5 Click on camera icon to captured footage in this area. (Note camera needs to be installed)

11 11 Add Areas In the window of Areas (see previous Chapter), select the Store where you want to add new Area and click the "Add" button and the following screen will appear: Description - Write a description to identify the Area Price List - Choose the selling price to be allocated to each area. When creating Products choose the appropriate selling price for each area. Tax Table - Choose which table of VAT to apply in the area. This information will also be filled in the creation of Products. Note: The ZSRest software allows installing and configuring multiple printers of various types and formats, assuming that all the system hardware is installed and running, the next lines will take this into account. Document Printer Allows you to identify the printer that will print sales documents. Printers can be defined printers that are not at the point of sale. Printers can also be difined in other areas example kitchen. Order Printer - Allows you to identify the printer where the ticket will be printed. Production Center - Assign a Production Center to the area. Finally click "Save", and the new Area is created

12 12 Change Areas You may need to change the name or the configuration of one or more areas, you can make this change by accessing the window areas (see previous Chapter). Select area that you want to modify and click the "Change" button. A pop up Window: Areas will appear with the information defined for Area that is changing. Change what you want and confirm the changes by clicking the "Update" button. Remove Areas If you need to remove one or more areas, simply access the window areas (see previous Chapter). Select area you want to delete and click the "Remove" button. There will be a confirmation prompt, if you confirm and the area will disappear from the system.

13 13 Families It is important to start by Families and Sub-Families because we can add groups in which the Products are added, this will allow a more efficient access. Click the Tables button and select the menu option Products and Families. The Window will appear with existing active and inactive Families. The Inactive Families are not marked as visible. 1 Available options for line selected 2 If the family is not visible this family will be Inactive 3 Position in FrontOffice 4 Position in Printing 5 Family type: Food or Drink 6 Sub Family 7 Allows to select all rows to apply the global available options 8 Selects a line at a time 1

14 14 Add Families In families window (see previous Chapter) click the "Add" button Type Family - Rate the kind of family is it Food or Drink Family name - On each line, write the description you want to give Family to be identified in the system, each line corresponds to a new family. Visible in FrontOffice - If you select Yes, this family will appear at the point of sale, if you choose No, the family will be Inactive. Position in FrontOffice You can choose what position the product will appear in the Family, if you don t indicate any position or leave the 0, the point of sale organizes it alphabetically. Print Position This option is similar to previous step but it s for documents printing Background Color With these two options you can set different colors for Families when they are loaded at the point of sale. Associating a color to a particular family will help the user identify families more efficiently. Stores and Areas This is the list of shops and areas in the system, you can choose where you want a Family, if you uncheck a store you don't need uncheck the area. Confirm - Saves information and provides a new family in selected stores. Cancel - If you made a mistake and want go back without saving.

15 15 Change Families You may need to change the name or the configuration of one or more Families. Families.Too make this change you must go to Famalies Window (see previous Chapter). Select the Family you want to modify and click the "Change" button. The Window pop up will appear with the information defined for Family that is changing. Change what you want and confirm the changes by clicking the "Update" button. Remove Families If you need to remove one or more Families, simply access the Families window (see previous Chapter). Select the Family or Families you want to delete and click the "Remove" button. There will be a confirmation prompt and if you confirm the family it will disappear from the system. Production Center Allows you to assign a specific Production Center to all Products of a Family.

16 16 Print/Export Families 1 Select the Store that you want analyze 2 Check which columns you want to list and selecte required orange color 3 Choose option of listings 1 4 Press the Preview button to get a listing Options available on maps 1 Allows you to select the format that will print the list Landscape (Landscape) or Portrait (Portrait). Export listing to PDF (Acrobat) or XLS (Excel) - If you export to Excel it has the advantage of allowing you to treat the data as you want.

17 17 Sub Families The concept of Sub Families is quite simple, since it is a family created within an existing family. It is also an option that simplifies the search of Products. Example, imagine you sold 30 kinds of water and you have a water as a family. By using a sub Family Simple or Flavors you can access the product you require at a much quicker rate. Click the Tables button and select the menu option and sub-option Products Sub Families. Window will appear with Families Under the list of existing Sub Families. 1 Family where we want to add the Sub Family 1 2 Actions available for the selected line 3 Allows you to select all the Sub Families of selected Family 1 4 Allows you to select the line of Sub Family

18 18 Add Sub Families In Sub Families window (see previous Chapter) select the Family where you wish to add the Sub Family and click on "Add" Sub Family name Type the description you want to give the Sub family to be identified in the system. Background color, Color Letter With these two options you can set different colors for the Sub Families when they are loaded at point of sale, helping a detection by the user through more efficient association to a color of a particular Sub Family. Information also available on the Family. Position in FrontOffice You can choose the position of the product in the point of sale of where the Sub family will appear if the Sub Family is not indicated in any position or left as 0, the point of sale will organize it alphabetically. Confirm Saves the information entered and makes it available to the new Sub Family in selected stores. Cancel - If you made a mistake and want to go back without saving. Change Sub Families You may need to change the name or the configuration of one or more Sub Families you can make this change by going to Sub Families Window (see previous Chapter). Select Sub Family you want to modify and click the "Change" button. The Sub Families Window will pop, with the information defined for the Sub Family that is changing. Change what you want and confirm the changes by clicking the "Update" button. Remove Sub Families If you need to remove one or more Sub Families, just go to the Sub Families Window (see previous Chapter). Select Sub Family you want to delete and click the "Remove" button. There will be a question of confirming the elimination of Sub Family,if you confirm the Sub Family will disappear from the system

19 19 Products After performing the above and you have the Families and Sub-Families you may then begin to perform operations on the Products. Click the Tables button and select the menu options and Managing Products Products. The window of Products will appear with a number of filters available. By default this list is sorted by code if you like, you can click on the description for the list be sorted by Name of Products. 1 After selecting the filters you want, press Search to bring up the list of Products that are within the limits of the selected filter. 2 Actions available for selected lines 3 Computation of Stocks Allows to recalculate the stock of all Products 1 4 Allows you to select all the Products list, to apply Global Changes 5 Show Legend Information about the features of each shortcut 6 Allows to select the line of Product that you want to access

20 20 Show Legend: Options available for each product, quick access icons: Edit Allows access to product sheet to query and change the product information. Additional Families Families where the product is placed for presentation at FrontOffice. Stock Information of the stock of the product in each warehouse. Purchase Units Allows you to create a relationship between the main units and units of purchase of the Product, this relationship between units is applied only on product purchases. Complementary Products Allows you to associate multiple products, the sale of the principal also sells other. Matching Products Allows the creation of products equivalent to the main product. Vendor Matching Lets you create equivalences between system code and the codes of Suppliers. Crew Access to product leaflet enables indicate which components for the production of the main product and what procedures to produce the same. Sales Chart - Allows you to analyze the sales of product in a graphic format for the year indicated.

21 21 Add Products In the Manage Products Window (see previous Chapter), select the Store where you want to add new Product and click the "Add" button. 1 Tab Bar to fill the elements of the Products, we are on the tab General Information. 2 Code is the numerical value which will be recognized by the application by default. This code is automatically generated by ZSRest manager and also allows you to use your own code preference 3 Product type can be Merchandise / Sale (Stock), Merchandise and Simple Sale (No Stock). 4 Unit Product Unit of Measure. 5 Barcode can be entered, or generated automatically, if you click Auto Bar Code. 6 PLU Fast access code in Point of Sale.

22 22 Add Products - Det. Products Tab In this tab, fill in the Family and Sub Family in order to have a separation in Point of Sale for ease of finding the product. We can associate an image to the product, this will appear in the Point of Sale. Beyond the image we can define a color for the button in the Point of Sale. Options: Pre Payment - This option requires that you use an extra application monitoring, in which a product is paid to the box, and the client will have to move to a different location, which will appear the product prepaid, and when it is served it is listed of prepaid list. This product is sold to the end customer - Confirms that the product is presented at the point of sale. Include the bestseller list - Checking this option will tell the system that this product will appear in the section of "best sellers" at the point of sale Include in the list of Resale - Indicates that you want to resell the product, if you resell it must indicate the VAT, a situation that will be seen in the next section. Exclude from minimum consumption - Products with this option selected do not enter the mandatory minimum consumption control. Exclude from discounts - Products marked with this option are not subject to discounts, even if the document has discounts, as this product has small margin can not be subject to discount.

23 23 Add Products - Prices / Taxes Tab In this tab, enter the selling prices, which will be linked with clients. In Client Window you can select Value 1 to Value 10. You can activate the half dose of the product, enter the appropriate price and the relationship in terms of quantity that will be removed from stock. Minimum price Product may not be sold for an amount less than minimum price that was registered. Resale Price - Must be completed if the product is included in the list of resale in Det.Products tab. Previous Sale Price - This field will be updated at the time of each sale. Current Bid - Actual purchase price - If you register a purchase from suppliers, this value will be updated. Bid previous - Previous purchase price - If you register a purchase from suppliers, this value will be updated. Tax Table 1 / Tax Table 2 - Sets up what percentage of VAT applicable to the product on the sale. Tax resale - VAT for resale-should be completed if the product is included in the list of resale Det.ProductsTab Tax in buying - VAT on the purchase - Sets up what percentage of VAT applicable to the product purchase.

24 24 Add Products - Options Tab On the Options tab you can set various parameters for the product: You can configure the product to List them separately in ticket. Option Group - Assigns a group of comments or product ingredients Maximum options - Options limit assigned to the product or ingredients Sold by weight: - No - Normal situation assumes quantity = 1 - Through Scale - Receives the weight of the product, requires peripheral equipment. - Request amount by launching - After product registration it asks for the amount. - Quantity pending before closing account - the amount is pending until end of the account Tara - Tare weight, eg weight of plate Margin - Percentage of profit to be allocated to the product in order to calculate profit margins in listings Family position - Position in Search - Best selling position - the position of Product Button in Point of Sale. Description dose - If you want to assign another name to the dose. Example: Familiar Description half dose - If you want to assign another name to the half dose. Example: Junior Notes - Any observation that you want to add to the product

25 25 Add Products Orders Tab In this tab we can configure the product to order in FrontOffice, applications shall be sent to the peripherals equipments. Add Products Separate Stores Sets up in which shop the product will be added. Tick required stores and press Save.

26 26 Change Products You may need to change the product plug, you can make this change by accessing the Manage Products window (see previous Chapter). Access to product card to view or change the data can be done in two ways: by clicking on from Product Name or in the Icon Remove Products In the Manage Products window (see previous Chapter) select Product or Products you want to remove and click the Remove button. The option to remove Products will only work if the product has never been sold through the point of sale, once the product has been sold through the system it can no longer be eliminated. If the product has already movements, this will not be able to remove, so to not appear at the point of sale, you must modify the product, as indicated in the previous chapter Det. Products tab and uncheck the option: This product is sold to the end customer.

27 27 Operators To give you greater control over sales and on the movements of Operators, software ZSRest has a specific area to create and manage Operators who have access to the FrontOffice. The software also allows you in relation to Operators, control internal consumptions as well as evaluate the performance of each operator. Click the Settings button and select the menu option Operators. The window will appear with the list of Operators already created and available with various filters. By default this list is sorted by code. If you like, you can click on operators and make required changes. 1 Store - where you want to Add / Change / Remove Operators 2 Status - Allows you to filter by state of Operators Active, Idle and Dismissed 3 New Operators Allows you to create a new operator 4 Remove selected Items Remove one or more Operators 5 FO Operators Roles You can create roles for operators to apply to each operator 6 Copy Operators Allows you to copy operators to other stores This option allows you to monitor transactions the Operator has done monthly and annualy. Click on the icon button will open a new window with a detailed graphical chart of the monthly and annual transactions done by the Operator.

28 28 New Operator In this section you can set limitations for certain Operators or not. In the window of Operators click the New button to start the window New Operators, for example we will create a custom user with the name Antonio Silva. New Operator - Data Tab Code You can set a number of Operators or let the system do this management Image You can add the operators photo and make it more personalized which will appear in the begining of the session. Name Defines Operators name. Password/Repeat Password You can set Operators password or leave password blank. Date of Admission - Indicates the date of admission of the Operator. Status - Operator status can be Active,Idle or Dismissed. Color Rows inserted by Operators in FrontOffice have this color. Doc.Identification, Phone number, and Observation - Option to add Operators personal information.

29 29 New Operator Profile Tab In this tab you have 3 separators: Permission Profile, Authorized Areas, Point of Sale. Let start with Permissions profile. Being a Operator with Administrator profile has access to all options in all Stores on FrontOffice. In Operations you can define what permissions the operators have in control of cashier: Full Control, Can not Open or Close, Only Open and Close. And what operations allows for the operator: Point and FrontOffice, Only Point. Point and FrontOffice By setting this option, the Operators can use the point of sale and make their records in the system point. Only Point - If you have Operators who do not work in the sales system, you can still create Operators who have acces of system access point. Permissions - allows you to select or de-select several settings of the Operator.

30 30 New Operator Authorized areas This tab defines which areas the Operators have access to. Assuming you already have all areas created, by accessing on this tab can limit the area of action of Operators, limiting the access Operator to a area or all areas in a point of sale.

31 31 New Operator Point of Sale The system allows you to set which POS the operator will have permission to work from or you can set operators permissions to allow him to work on all the POS. A practical example to help you better understand the situation, a resturant that has a bar area. Permissions for the operator can be set that he is only allowed to work in the resturant area and not the bar area or he can work in the bar area but not resturant area or permission can be set that he can work at the bar and restaurant area. These configurations with the software ZSRest are simple to make and amend if necessary. Then click on the Point of Sale tab (Workstation), and identify in the list below which is the selling point that you want.

32 32 New Operator Stores Tab In this Tab, you can copy the operator to another Store, select the store and tick required box.

33 Change Operators If you want to make changes in an Operator, simply go to the window and click the Operator icon this window is similar to the window used to add a Operator, but it has the previous fields and selections you predefined, just (Edit )redefine what you want (you can use the tips and information in the previous section), and click the button to complete the new changes to take effect. Note: Changes will only take place once the usser exits and reconnects. You can however give an indication to the user to disconnect and reconnect. Remove Operators Since a Operator can no longer be at any time, and to prevent other Operator can used the data to make that Operator movements, can remove that Operator from the system, thus preventing possible mistakes. To do this, select the Operator to remove and click the Remove button 33

34 34 Users Click in the Configuration button and select in menu the option Users. It will appears a window Users with a possibility of filter by shop. By default this list is ordered by code, if you want click in Name and this list will appear ordered by the name of Users. 1 Store where you want Add/Change/Remove the User 2 Available actions for the maintenance list Users

35 35 Add Users These are the Users who access to BackOffice there is the Admin user with maximum permissions, however you may need to add new user with some restrictions. In the Users window click the Add button to start the window adding new user. Data Tab Name - You can set the name that identifies the user. Image - You can set an image to the user by clicking the Browse... button can identify the location of an image to add Login - login ADMIN can not change, you can just set another login when creating a different user. Password/Repeat Password - Create a password and confirm the password. Because you not remember the password, or be necessary to recover the same, for this reason we created a system Question / Response able to re-enter the system. Fill out the question and the subsequent answer. Date of Admission - Is automatically filled by the system, but you can change it

36 36 Add Users Perfil Tab This tab defines which options the user has access Being a user with Administrator profile BO (BackOffice) has access to all options in all Shops in BackOffice

37 37 Change Users If you want to make changes to a user, simply go to the window and click the Users icon, this window is similar to the window used to add a user, but it has the previous fields and selections you predefined, just (Edit )redefine what you want (you can use the tips and information in the previous section), and click the button to complete the new changes to take effect. Note: Changes will only take place once the usser exits and reconnects. You can however give an indication to the user to disconnect and reconnect Remove Users Select the user to remove and click the Remove button

38 38 Web Users Click the Setup button and select the menu option Web Users window appears for Web Users with possibility to filter by type of profile. By default this list is sorted by code if you like, you can click the name and the list will be sorted by name of Web Users 1 Users allows you to filter by type of profile 2 Available actions for the maintenance of the list of Web Users Access to the Web user's profile to check or change your settings Web Allows you to change the user password Web

39 39 Add Users Web These are Users who access the Web for BackOffice In the window of Web Users click the Add button to start the window adding new user Web Data Tab Language - You can set a different language for Web user, if the client has stores in several countries, you can select the language of each Web user. Name - You can set the name that identifies the user. Username - or login, is the ZsRestWeb input identifier for each user Password/Repeat Password - Create a password and confirm the password. Date of Admission - Is automatically filled by the system, but you can change it. Access mobile - Defines the characteristics of the screen where the user will work.

40 40 Add Users Web Profile Tab - This tab defines which options the user has Web access. Being a user with Administrator profile BO Web (BackOffice) has access to all options in all stores

41 41 Change Users Web If you want to make changes to a user, simply go to the window and click the Users icon this window is similar to the window used to add a user, but it has the previous fields and selections you predefined, just (Edit )redefine what you want (you can use the tips and information in the previous section), and click the button to complete the new changes to take effect. Note: Changes will only take place once the usser exits and reconnects. You can however give an indication to the user to disconnect and reconnect Remove Users Web Select the user to remove and click the Remove button

42 42 Web Configuration Beacuse ZsRestWeb is a multilingual software this configuration window allows you to choose your preferred language. After all elements filled press Save Configuration button.