Earo Scan Pos Version 7 User Manual Point of Sale Profectus Capital (Pty) Ltd 12 Chasewater Str, New Redruth, Alberton, 1450 Tel : 011 869 2954 accounts@profectuscapital.co.za
WORKING WITH THE TOUCH POS 7 1. This Is Your Main Point Of Sale Screen. SHORTCUT MENU BLOCK: This section is where you can cash off your transaction, give discounts, refund items, placing the items on hold setting you Qty per item wrung up, and see a simple reports sheet for the till. ITEM LIST: This is you current list of orders wrung up from the point of sale, item name, Qty, Price, Barcode and Total. ITEMS OVERVIEW: This is your main point of sale screen for all the menu items in your menu that you are selling; the top block is your group s example (beers, Burgers). The bottom block is your selling items for your store example (hunters dry, cheese burger) which will appear in the order list to the left ones pressed by user. 1
2. Searching for an item. By pressing F1 on the keyboard you will be able to search for items currently on sale this proses is normally replaced with a Barcode scanner as you will just scan the items in without manually searching per item. The Ok Button will bring you to the next step in the Table process. 2
3. Reports.. F1: By Pressing F2 on the keyboard you will open the reports box.. F2: Here you can find your ITEMS SOLD for the current day on the current till only. Here will display a similar report as F1 but will have an extra column showing on which price level the item was sold. F3: This will simply just display the amount of turnover made on the current till. 3
4. Presetting QTY By Pressing F3 on the keyboard will bring up the following window allowing you to preset the QTY for the next item scanned. QTY: This will allow you to input the QTY for the next item 5. Selecting staff member By Pressing F4 you will be able to switch staff member working on the till. USER FINGER PRINT FUNCTION: This is an optional logging function (optional finger print reader is required) 4
6. Quick Shortcuts (F5) This button will remove the current highlighted item on the item list, alternatively you can press Delete on keyboard. (F6) This button will allow you to discount a selected item of entire sale. You will just need to insert a % amount. (F9) This button will allow you to disable printing on till receipts until pressed again. (F10) This button will allow you to kick open your cash drawer. (CTRL + F4) This button will cancel the entire invoice. (CTRL + F7) This button will bring up a Quote mode where the transaction will not deduct any stock. (CTRL + F1) This button will let you set a defined price for the next item wrung up. (CTRL + F6) This button will allow you to change price levels for items you will be able to select from 1 to 4. (CTRL + F5) This button will allow you to move (transfer) money from the selected till point. 5
(1) : Cash Off F12 CASH OFF SCREEN: This is your cash off screen you can manually put in the amount of the sale then use the quick shortcuts F1, F2, F3, F4, F5, F6, F8, and F12. To complete After the amount is entered simply press on F12 (DEFAULT CASH) or you can use the functions to the bottom EFT, Pocket Slip, etc. (Note they will cash off the transaction when pressed) or simply press Cancel to close the screen It will display Amount Owing, Items, Amount Paid (User Input) and Change. 6
(2) : Hold Sale F11 SALE INFO: This section will only display the sale info for the current sale taking place. NAVIGATION: This section will displayed all current sales that are on hold. SELECTIONS: F1 will place the order on hold. ESC will return you to invoice screen. SALE DESCRIPTION: Here you can simply Give the sale a name To to keep track of Whicth customers are Currently on hold. SELECTION BUTTONS: F1 will load the Highlighted customer sale. F3 will allow you to be able to select a sale. Being held the list. F4 will completely remove the sale from. Being held and abandon the sale. 7
SELECT SUPPLIERS: The suppliers you have set up for your store will display here where in you can simply just highlight a supplier you want to work with. (3) : Payouts CTRL + F3 INPUT FIELDS: Simply fill in the field accordingly and put in the amount you wish to payout of the current till point. SELECTIONS: F1 will save the payout and will also print the payout receipt for you. 8
(4) : Enable Customer Mode CTRL + F8 ITEM LIST: This is you current list of orders wrung up from the point of sale, item name, Qty, Price, Barcode and Total. INFO PANEL: This section will display the customer detail for the current customer selected. INPUT FIELDS: You input data accordingly to the customer and branch. When customer mode is active just simply ring up items as usual then after cash off the invoice will be allocated under the selected customer. 9
(5) : CTRL + F9 Accounts CHOOSE CUSTOMER: This drop down box will bring up the list of customers on the current system alternatively you can start typing a customer name to quickly access them. CHECKUP: F1: This will allow you to pay make payments to the selected customers adding it to his/her account. F2: This will print a small Receipt statement of the customer selected. F3: Same as F2 this will print a statement but on an A4 page if connected to the system. 10
(6) : CTRL + F12 Time And Attendance STAFF SELECTED: This section will display the current staff member selected from the list. This section will display the all active staff members on the system. F1: Pressing F1 will clock in the highlighted staff member and then you will notice that the Clocked Section to the top right will turn to Y letting you know that staff member is clock in. F2: Pressing F2 will simply clock the selected staff member out turning the Y to N. 11
(7) :CTRL + 2 Manual Details MANUAL DETAILS: You can use this section for when a customer currently is not on the system, Simply fill in the required field as seen in the image and then press F1 to continue with the sale for the customer then after cash off the invoice and it will be allocated under the selected customer details. 12
WORKING WITH THE POS SETUP CTRL + F10 From Top to Bottom General Setup: Till Number Here you can change the till number for the current system. Tick 1: when selected each item scanned will be defaulted to QTY 1 without having the user input it manually. Tick 2: When selected the void of an item wrung up will simply be removed completely keeping no record of the void on the item. Tick 3: Optional logging method using mag cards instead of the staff manually inputting there username and password. Tick 4: Optional logging method where the staff use finger print readers to log into the system. Tick 5: When selected the printer will print a small slip when the staff member clocks in using the time and attendance function. Tick 6: When selected the staff member will be forced to log in again after doing a transaction (cash off) on the system. 13
Tick 7: when selected you will be forced to check that the current price level is selected when doing a refund. Tick 8: When selected an invoice will not complete if the current item on the invoice list is not in stock. Tick 9: when selected if you use a different price level other than price level 1 it will default back to level 1 when the invoice is complete Tick 10: When selected the item price will be allowed to be amended regardless of the amount it was first. Tick 11: When selected the search block will show you the current cost value of the item searched. Tick 12: When selected the search block will show you the current stock value of the item searched. Tick 13: When selected the system will force you to input and invoice number before you can complete the refund. 14