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AccuPOS
Retail Point Of Operation
Guide GETTING STARTED Enter
User Password Before you
can start processing transactions, AccuPOS Retail requires that you enter
your User Password. Once you enter your user password AccuPOS Retail will determine
which User Group you belong to and will enable or disable its functions
accordingly. If you are just getting started and have not set any users up yet, the default password for
AccuPOS Retail is "apadmin". This is an administrator
password with all rights. Before modifying or deleting this user/password,
make sure you create a user with all rights. Once a user is logged in, only functions that where allowed for
his/her user group will be available. To enable a function that is not allowed for the current user that is logged in, a
manager with rights to the function can log in simultaneously. To log a manager while processing a transaction. 1. Click on the Login
button 2. Enter the manager password 3. Click Enter The manager will
automatically log out when the transaction is completed, and the original
user twill remain logged in. Enter Cash Till code The Cash Till code enables AccuPOS to determine which till (the
plastic in the drawer) the funds are being collected in. The same number is
used at the end of the day/shift to reset the Till (the till you are
processing sales on is the till you want to "Z" out at the end of
the day). As default, till 100 and 200 are available to use at the point of sale.
If the prompt is asking for the Till number, enter the Till number followed
by Enter. If a Till is already
logged in and you would like to log it out, enter a different Till number
followed by the Till key To Partial Order Was Found If the till you are
logging in was closed improperly the last time it was used, you may get the
message “A partial order was found for this cash till. Do you want to load
it?” That means that there is a transaction in that belongs to this till that was not completed. The transaction must be completed before the Till can be reset. Click “YES” and the
transaction will load, now you may continue the sale. Total or Void the
entire transaction by hitting the Cancel Sale button. TRANSACTIONS To Processing Transactions Processing
transactions using AccuPOS Retail is very similar to using a common Cash
Register, once you have entered a User Password and a Till number, you are
ready to process sales transactions. 1.
Enter the
items that are being sold, either by scanning (using a Scanner), Touch Screen
Display, or by manually entering the item codes. 2.
Total the
sale. 3.
Select the
tendering type and you are ready for the next transaction. To Making Changes Sometimes some
modifications are required to a transaction, such as overriding the system
item price, changing quantities, or adding a customer to a sale. Instructions
on the most common POS functions are listed below. To Change Item Before you enter the item
to the transaction 1.
Enter
the price you would like to sale the item for. 2.
Click
on the "Price" button [F1]. 3.
Scan
or enter item ID. If you
already scanned the item using the wrong price, void the item with the original
price, change the price and sell it again. Price entered
will only reflect on the next item that will be scanned.
To change the item price permanently it must be done
in the accounting program. To Change Item Quantity Before you enter the item
to the transaction 1.
Enter
the desired quantity. 2.
Click
on the "Quantity" button [F6]. 3.
Scan
or enter item ID. Quantity entered will be used only for the next
item scanned. To Apply a % Discount On a Single Item Before you enter the item to
the transaction 1.
Enter the
discount percentage amount. 2.
Click on the Item
Discount key 3.
Scan
or enter item ID. If you
already scanned items before you entered the discount, void the sale and
start over. Discount
amount will only reflect on the next item that will be
scanned. To Apply a % Discount On The Entire Transaction: Before you start the
transaction 1.
Enter the
discount percentage amount. 2.
Click on the Sale
Discount key. The discount
will be in effect for that sale only. Once the transaction is
totaled, the discount will reset back to 0 (Zero). If you want
to be able to discount the transaction at the end of the sale, refer to the
Sale Discount General. If you have
applied a discount to the sale and would like to change the discount percentage
or remove the discount completely, enter the new discount percentage followed
by the Sale Discount key. To remove the discount enter
0 (Zero). To Void/Return a Single Item 1.
Click on the Void
Item key. 2.
Scan
or enter item ID. If you accidentally
scanned the wrong item, sold an item for the wrong price, or a customer is
returning or exchanging, use the void item to return the item to inventory. To return
multiple items, click on the void item button before you scan each one. To Cancel a 1.
Click on the Cancel Sale button. 2.
Click Yes to confirm voiding the sale. To Process a Return 1.
Click on the Void Item button. 2.
Enter/Scan the
item that is being returned. 3.
Click on the Total button. 4.
Select the tender
type you will be refunding the customer with. When
processing a return do not enter an amount in the
tender screen, just select the type of payment you will be refunding (even if
it is Cash). To Reprint Receipts
The Reprint
Receipts screen will show the last transaction first. Only transaction the
current shift will be available to reprint. Once the Till is has been reset,
the receipt cannot be reprinted. To print a receipt for a transaction that was processed on another till, check the Show All Tills
check box. To Check Price
The price check will display the price
that the item would be sold for under these
circumstances, not necessarily the retail price. To Search For Items Sometimes the bar code label may be
missing or may be too fuzzy for the scanner to read. The item code can be
then located using the item search functions.
If you click on the item search without
entering part of the description, the entire item list will load. To Add Gratuity
Once the Add Tip screen
goes away, the transaction is complete. The Gratuity amount can be changed, just repeat steps 1 through 6. Gratuity can not be added after the shift for this till has been
reset. Gratuity can not be added after a settlement has been done in PC
Charge. To Suspend Tax On A Single Item 1.
Click
on the No Tax button. 2.
Scan
or enter item ID. If you already scanned items before you suspended the tax,
void the item and start over. The tax will suspend on the next item scanned only. To Suspend Tax On Multiple Items 1.
Click
on the Lock Tax button. 2.
Scan
or enter the item codes. To release the tax lock, click on the Lock Tax button.
Otherwise, the tax lock will automatically release after the sale is tendered. To Check The Running Total In The
Middle Of The Transaction 1.
Click
on the Sub Total button. 2.
You
may take a partial payment or... 3.
Click
on the Cancel button to return to the sale. Sub Total is only used to view
current total or to take a partial payment in the middle of the sale. If you
are ready to complete the transaction, use the Total function. Once a partial tender was taken on a transaction, the
transaction will not be allow to load on a different
till. To Total The 1.
Click
on the Total button. A.
If
the payment type is Cash or Check,
enter amount received followed by payment type. Remember, AccuPOS does not
use the decimal point, if you receive a $20.00 just enter 20. If you receive
$20 and .75 cents, enter 20.75. B.
If
the payment type is Credit Card,
just select payment type to apply the total amount due. There is no need to
enter the amount, since it is not subject to change. If you are using AccuPOS to process the
credit cards transactions, a screen will appear in which you will scan the
card. If you are using standalone equipment, get
approval first, then select the tender type in AccuPOS. Otherwise, if the
transaction is declined, you will have to reverse
the transaction. 2.
Once
the amount tendered is greater or equal to amount due, the sale will be
complete. To Total The 1.
Click
on the Total button. 2.
Enter
amount followed by payment type, for each payment type (including Credit
Cards). 3.
Once
the amount tendered is greater or equal to amount due, the sale will be
complete. To Enable A Restricted Function During
A Transaction When a cashier needs to access a feature not normally
available to his/her user group, a user with access to these features can log
in simultaneously to enable access while
the transaction is in progress. 1.
Click
on the Login button. 2.
Enter
a user password with rights to the required function. 3.
Click
on the Enter button. The manager will automatically be
logged out once the transaction is suspended or tendered. Only the
original user will stay logged in. To Fix Incorrect Tender Sometimes while processing transactions, the wrong
tendering type is accidentally selected. This can
lead to incorrect Z reports and accounting issues. Follow these steps to
correct the tender type. 1.
Click on the Void
Item button. 2.
Click on the Sub
Total button. 3.
Enter the
amount that was tendered using the wrong tender
type. 4.
Select the
tender type that was accidentally used (you return to the main screen). 5.
Click on the Total button. 6.
Select the
correct tender type. SUSPENDED SALES (Gold version required) The Suspend Sale feature allows you to hold
transactions in memory while processing others. Saved orders can be loaded
from any Point Of Sale station, but may not be open on more than one station
at the same time. To Suspend A 1.
Add
items to the sale normally. 2.
Click
on the "Save Order" button. 3.
Using
the on screen keyboard assign a name to the transaction (By default this is
the transaction number) 4.
Click
on "Save" or "Print and Save" To Load A 1.
Click
on the Find Order button. 2.
Click
on the order you wish to load. 3.
Click
on the Load button. Once an order has been loaded you can either add to it and save it
again, or tender and complete the transaction. You cannot load an order while
processing another sale. CUSTOMER TRACKING
(Pro and
Gold version required) When tracking customers, the sales information will
transfer to the accounting software the way it was
processed at the Point Of Customers can be applied at any
time to the transaction, as long as it is done before the transaction is
completed. The only time the customer must be applied before items
are added to the transaction, is when they effect
the price level or the tax status of the items (non taxable customers). New customers added at the Point Of Information
entered while adding new customers, will post to the
matching fields in the accounting program. Other then the customer code, no
other field is mandatory. To Apply Existing Customer To A Transaction 1.
Enter the
customer code in the Scan or Enter Item field. 2.
Click on the Customer
button. If the customer was found, it will appear on
the bottom of the screen in the customer field. Otherwise, the customer
lookup screen will appear. To Search For An Existing Customer 1.
Click on the Customer
button twice (the existing customer list will appear). 2.
Use the entry
fields on top, to search by code or name. 3.
Highlight the
customer and click on the Select button. 4.
The customer's
First and Last name will appear on the bottom of the screen. To Add A New Customer 1.
Click on the Customer
button twice. 2.
Click on the New button in the customer lookup screen. 3.
Using the on
screen keyboard, enter the customer information. 4.
Click Save to save the customer
information. 5.
Once the save button
is selected, you will return to the Point Of Sale and may continue the
transaction. TILL IN USE If you get the message, "THIS TILL IS IN USE BY ANOTHER
USER," one of the following happened: ·
·
Another user on a different machine is operating under this till number. Use a different till. ·
·
You opened AccuPOS Retail twice and ALREADY logged in the Till. Close all
instances of AccuPOS Retail on that machine and log in again. ·
·
You shut down the computer or it crashed before exiting AccuPOS Retail. If
this is the case follow these steps: 1.
1.
Start AccuPOS Management and select "Cash Till" from the
"Setup" menu 2.
2.
From the pull down menu select the Till number you are trying to login 3.
3.
Uncheck the "In Use" box 4.
4.
Click Update 5. |
