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Operations under each role
- Calculating and execution of bill
Add items to the bill > Press “=” > Press OK.
Note: Whether you are operating in Standard, Restaurant or Delivery mode, the sales screen looks the same except for some buttons. All the sales operations are done in the Sales screen.
- Adding and searching an Item on a bill
- Add an item from the barcode scanner/typing barcode from catalog.
- Adding an open item:
If an item is not present in the catalog, and still you want to add it to the bill, it is an open item. To add an open item to the bill, follow the below steps:
Press price of the item > Press + > Enter name of the item and press OK
Note: After pressing + if the system does not ask for the product name, get it enabled by your technical support.
- Searching item:
Type first few letters of the item name in the Product Search drop down > Press the item or use Up/Down arrow keys and Enter key to choose
Product Search button > Enter product parameters > Execute Filter button > Select the item from the result > OK
- Removing items from bill
Choose any one method below:
- Press –(Minus/Hyphen), if the item quantity is 1
- Press the Delete Line icon
- Press “Alt + Del” on keyboard
- Updating the quantity of items in a bill
Choose any one method below:
- Press + to increase quantity by 1 / Press – to decrease quantity by 1
- Press * key > quantity > “+”
- Edit Line button > quantity.
To make changes to a line item’s quantity or price
Click Edit Line button > specify a quantity > type the quantity > click * key> add the item.
- Changing selling price
Select the item by pressing it > Press * key > press price > press –
E.g. *12.5- sets the item price to 12.50 Or
Select the item by pressing it > Press Edit Line button > enter price
- Changing tariff
On top of the Sales screen, choose the tariff from the Tariff drop down
Note: Tariff drop down is visible only if tariffs are configured.
- Applying discount
Press the Discount button > Enter the discount amount or discount percentage > OK.
E.g. Enter 10 for a discount of 10.00. Enter 10% for a discount of 10% of the total amount.
Payment screen > payment method “Free” > Enter the amount to be discounted and press +
- Adding existing customer
Select Customer button > Search the customer using search key, name or address > Select the customer and press OK
Scan the customer loyalty card
Press C > Customer Code > Scan button/Enter key
- Adding new customer
Press the Select Customer button > Type Search Key and Name > Type Address (optional) > Save > OK
- Changing/removing customer from bill
Select Customer button > Search the customer using search key, name or address
> Select the customer and press OK
Scan the customer loyalty card
Press C > Customer Code > Scan button/Enter key
To remove customer
Customer button > Press Reset button > Press OK
- Holding and recalling a bill
Used when a transaction is interrupted, you can put it on hold, and then recall it when you’re ready to complete. Not available in Restaurant and Delivery mode as the transaction is attached to a table or a call.
Press New Bill button to hold a transaction
Press Bill Queue button to recall a transaction
- Splitting a bill
Split Bill button > Select item from the left side > Right Arrow with stopper to move quantity of item to the new bill > Right arrow to move single quantity of item to the new bill > Repeat for all the items to be split > OK.
- Accepting payment
Press “=” > Payment method > Given amount > Balance shown in the Change field > OK.
Note: If you want to accept payment without printing receipt, release the Printer button by pressing it.
- Multiple payment update
Press “=” > Payment method > Enter the amount and press “+” > Repeat 2nd & 3rd steps for all payment methods until the total given is equal or more than bill total > OK.
- Cancelling a bill
Press the Delete button > OK.
Note: In restaurant mode, if items are sent to the kitchen, you may have to send cancellation KOT to the kitchen to delete the bill.
- Opening and closing
Specify an opening cash amount, under Payments>Cash In, so that system can track how much money is added to the cash drawer from the start of the current sequence. Close cash allows you to close the sales of the current sequence and prints/emails a report for the day’s sales and other transactions. Close cash is done at the end of the day or at each shift change. After each Close cash, the system automatically starts a new sequence and resets the cash drawer amount to zero.
- Printing partial cash report
Partial cash printing allows taking a report for the day’s sales without closing the cash.
Main Menu > Close Cash > Press Print button
Note: If you don’t see a Print button, you are in blind closing mode. You cannot print a partial cash report under blind closing mode.
Main Menu > Close Cash > Press Close Cash button
Note: Apart from printing the report, after closing the cash, an email is sent to the configured address.
- Making payments other than usual bills
Main Menu > Payments > Cash In button > Enter the Total amount > Enter Notes (optional) > Press the Save button on toolbar.
Main Menu > Payments > Cash Out button > Enter the Total amount > Enter Notes (optional) > Press the Save button on toolbar.
Customer debt payment:
Main Menu > Payments > Customer button > Select Customer button > Enter Search key/Name/Address (optional) > Execute filter button > Select the customer from the result list and press OK > Pay Account button > Enter amount paid > OK.
Supplier credit payment:
Main Menu > Payments > Supplier button > Select Supplier button > Enter Search key/Name (optional) > Execute filter button > Select the supplier from the result list and press OK > Pay Account button > Enter amount paid > OK.
- Opening the cash drawer
Press the Drawer button on top right side of the sales screen
- Searching and reprinting an existing receipt
Main Menu > Edit Sales > Enter search parameters (optional) > Execute Filter button > Select the bill from the result list > OK.
Main Menu > Edit Sales > Enter receipt number > Tick button/Enter key/scan the receipt barcode > Print button on top Doing a bill without printing receipt.
- Returning item with receipt
Main Menu > Edit Sales > Enter receipt number > Tick button/Enter key/scan the receipt barcode > Refund button > Select returning item from the list below/scan the item barcode and press one of the refund buttons:
Refund One: Return a single quantity of the item selected
Refund Line: Return the selected item
Refund All: Return all items
> “=” button > payment method > OK.
- Changing PIN
System Menu > Change PIN > Enter current PIN > OK > Enter new PIN > OK > Enter new PIN again > OK.
- Adding/deleting product category
Adding a product category: Administration Menu > Stock > Categories > + button on the toolbar > Enter a Name for category > Select a category from the Category drop down to make the new category under it (optional) > Press the flash drive button to set a picture for the category (optional) > Press Save button on toolbar.
Note: Choose a category from the Category drop down to make the new category under it.
Deleting a product category: Administration Menu > Stock > Categories > Select the category from the list on the left side > Press X button on the toolbar > Save.
Note: A category cannot be deleted, if there is a product under it.
- Disabling/enabling a product under category
Administration Menu > Stock > Categories > Select the category from list on left side > Press the Delete from Catalog button
Administration Menu > Stock > Categories > Select the category from list on left side > Press the Add to Catalog button
- Print product catalog in receipt printer
Administration Menu > Stock > Categories > Press the Print Catalog button.
- Adding product
Administration Menu > Stock > Products > Press “+” button on toolbar > Enter below mandatory details of the product:
Reference, Name, Barcode, Buy price, Sell price, Tax category, Category > Save.
Notes: Product Reference, Barcode and Name has to be unique. Attributes: These are additional information about a product which can be captured during stock entry or sales. To know how to configure product attributes, check the Adding Product Attributes section. Product Image: To know how to set a product image, see the Setting a product image section.
- Filtering products
Administration Menu > Stock > Products > Enter the barcode on top of the screen/Enter Name/Buy price/Sell price/Category > Press the Refresh button on toolbar.
- Disabling product in catalog
Administration Menu > Stock > Products > Select the product from list on left side/filter the product using parameters > Stock tab > Deselect In Catalog checkbox > Save.
- Setting a weighable product
Administration Menu > Stock > Products > Select the product from list on left side/filter the product using parameters > Stock tab > Select the Scale checkbox > Save.
- Adding an auxiliary product
Administration Menu > Stock > Products > Press “+” button on toolbar > Enter the below mandatory details “Reference, Name, Barcode, Buy price, Sell price, Tax category, Category” > Stock tab > Select the Auxiliary checkbox > Save.
- Mapping auxiliary products to a product
Administration Menu > Stock > Auxiliary products > Under the By Product section, enter Barcode or Reference of the product and press the Tick button or press Enter key
3. Under the toolbar section, enter the Barcode or Reference of auxiliary product and press Tick button
4. Press + button to map auxiliary product to the selected product
5. Repeat steps 3 and 4 for all other auxiliary products of the selected product
6. Press Save button on toolbar
- Adding product attributes (values, sets)
Administration Menu > Stock > Product Attributes > Enter Name for the attribute and press + button > Repeat 2nd step for all attributes > Save.
Administration Menu > Stock > Attribute Values > Select attribute from the Product Attribute drop down at top > Enter the Value > Press + button > Repeat 2nd and 3rd steps for all attributes and its values > Save.
Under Administration Menu > Stock > Product Attribute Sets > Enter Name for the attribute set > Press + button > Repeat 2nd step for all attribute sets > Save.
- Mapping attributes to attribute sets
Administration Menu > Stock > Product Attribute Use > Select attribute set from the Attributes Set drop down at top > Select attribute from the Product Attributes drop down below toolbar > Press + button > Repeat 2nd and 3rd steps for all attribute sets and its attributes > Save.
- Assigning attributes to products
Administration Menu > Stock > Products > Select product from the list at left side > Under General tab, select attribute from the Attributes drop down > Save.
- Setting tariffs
1. Administration Menu > Stock > Tariff
2. Press + button on toolbar
3. Under the Tariff List area, enter Name of the tariff
4. Under the Price area, enter barcode of the item or choose the item by selecting it from the drop down
5. Change the Sell Price to the desired price under selected tariff
6. Press + button under the Sell price
7. Repeat steps 4 to 6 for all items having price change under the selected tariff
8. Press Save button to save the tariff
9. Repeat steps 2 to 8 for all tariffs
Note: It is good to have a tariff with no products under it. It helps to reset pricing to standard after setting a tariff to the bill.
- Warehouses, Account heads
Administration menu > Maintenance > Warehouses > Press + button on toolbar > Enter Name of the warehouse > Enter Address of the warehouse (optional) > Save.
- Reorder levels
1. Administration menu > Stock > Products by Warehouse
2. Choose warehouse from the Warehouse drop down under By Warehouse area on top
3. Select the product from the left side list
4. Enter Minimum and Maximum quantity
5. Repeat steps 3 and 4 for all the products
- Stock maintenance
Administration Menu > Stock > Stock Maintenance > Stock movement date from the Date picker at top > Stock movement reason from the Reason drop down (All reasons with a prefix (IN) increase the stock and all reasons with a prefix (OUT) decrease the stock. The reason ‘Request’ is used for requesting products from outlets to factories or offices. The reason ‘Crossing’ is used to transfer stock from one warehouse to another) > Select Supplier button (optional) > Barcode scan items/press item in the catalog > Select the item and press +/- or *, quantity, + to change quantity > Select the item and press *, price, – to change buy price (Updating the buy price will reflect the standard buy price of the product) > = button to save.
- Adding floors & tables (Restaurant) and drivers (Delivery)
Administration Menu > Maintenance > Floors > Press + button on toolbar > Enter a floor name in Name field > Set an image for the floor from flash drive button (optional) > Save.
Administration Menu > Maintenance > Tables > Press + button > Enter a table name in Name field > Choose a floor from the Floor drop down > Enter X and Y floor position of the table in Position field > Save.
Administration Menu > Maintenance > Drivers > Press + button > Enter driver name in Name field > Enter driver code in Driver Code field > Save.