Manual - (POS) systems

SIMPLE POS
Point of Sales Users Manual
SiMPLE POS Pro 8 version is the customized and extended version of Simple POS Lite which
includes Inventory System and Employees Payroll. Intuit Quick Book must be installed for Pro 8
• Accounting Setup Step (Pro 8 Version)
The Accounting Configuration Wizard integrates QuickBooks and SimplePro which allows the ability to import
and export between the two applications. It also guides you through selecting accounts and importing data
from QuickBooks . When initially importing data from QuickBooks , you will want
to ensure that your QuickBooks information is accurate.
The following items may be imported from QuickBooks and into your new database:
• Company Information [Note: Includes Payment Terms, Carriers, and Tax Rates]
• Customers and Jobs
• Vendors
• Parts
• Inventory
• Bill of Materials
• Classes
The QuickBooks configuration may be completed at this time; however if you are hesitant on whether
QuickBooks and SimplePOS are both ready for the integration, you may choose to ‘Do this Configuration Later’.
You may also see SimplePOS and QuickBooks Integration and Accounting Configuration
Simple POS and Quick Book interface is transparent and work under Synch mode. There is no
need to export & import Data between them.
►
Click here to download Teamviewer .
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Call us on 713-931 3016 (Mon-Fri 9-4 CST) and give us your ID and Password.
We will then install the Program for you remotely .
►
If you have an existing POS and which to transport the data , please contact
us with the program name and we will help you port the datafile to SIMPLE
POS if possible.
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So far we have done conversion from MS POS, Atrex, QuickBooks, UPOSE and
many other POS of sales system.
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Please call us if you wish to get some more information which you could not
find on the websitel.
WE CAN HELP YOU WITH REMOTE INSTALLATION
Installation
Download the file from the website www.webdeskphone.com , go to the download
directory and click on the setup icon.
The setup will start. It does not need any intervention from the user. The user just need to
click Next when prompted.
Setting up Company Information
When the program runs for the first time , the company setup program will run by default.
Ignore if testing
Company , Address is required
Require for Invoice
One time Requirement.
Valid Email is required
Installation Key
Click the button Request Key. Your Key
will be generated and sent to your email
address. Please check your mail and
copy and paste your key here. The key is
24 characters long and may end in ==
Setting up Company Information
Tax Information
Servername, IP Address,Account
Leave Blank during Test Mode
On Pro Mode enter the name of your Mail
Server ,IP Address , Account and
Password. This account will be used to
end your invoices as Email
If you have poll display Installed , then enter the virtual
Serial Port Number else leave it Zero
If you the cash drawer installed enter the code which
opens the drawer, normally it is 7
Enter Your receipt Printer. If you do not have a receipt printer
leave it blank
The Font size and the Font is used for Receipt Printer
Report Printer will use full Page reporting
Setting up Company Information
Beginning Number should be long
enough for many years
Leave Default Sales as All Sales
Setting up Company Information
Store Open and Close Timings
Auto Back Up Time. The system will
back up the automatically at this
time. It will also back the file
whenever the program is close
Remote Back Up Folder location.
Could be a network location. Files
are duplicated in this location
Setting up Company Information
Disclaimer to be printed
on the invoice. You can
use HTML to format it.
<p align="center"><b>NO RETURNS - EXCHANGE ONLY ON PROVEN DEFECTIVE
ITEMS<br>
</b>All of our part and equipments are covered by a 90-Day Rainbow
Wireless's warranty, unless otherwise stated. <br>
Limited or no guarantees are provide for items such as cell phone
batteries , blue tooth devices and similar devices.<br>
On Phone Flashing our warranty on picture , internet access and data is
not provided. <br>
All computers / Laptop must be picked up within 30 days after , or it
will be disposed off by the Management.<br>
<br>
&nbsp;</p>
Setting up Company Information
Setup your company ‘s logo
, this will be printed on your
Invoice. First click on Clear
Picture, then you can
browse the directory to pick
your logo , or if you copy
some image, then you can
paste it here.
Customized Opening - Your opening screen customized at no extra charge
Universal Search
A single point of search.
You can enter the Invoice
Number, Phone Number, Items
Name , Barcode of an items .
It will search for the item within
itself and if unable to find will do
a Web Search.
Running the program.
Close
Program
Run Setup
Register XReport
Register Y
Report
Register Z
Report
When you run the program , the first screen is the
Dashboard. It gives you a rundown of your
operation.
This screen is customized in the paid version, You
can have any information you want,provided
such can be rendered through the database. This
screen can also be linked to Avocet- Inventory
Management System to give you status of your
inventory also.
Register X-Report – Sales details from Cash Box Register
Register Y-Report – Todays Sales from Register
Register Z-Report – Sales details from Cash Register , with option
of reconciling cash in the CashBox and Resetting Cash Box to
Zero
Running the program.
Master
Menu
Auto Number
Put sale on Hold
Print Invoice
Type of
Payment.Click to
select. Active
type will be in
yellow
Key Board Input
Calculator
TouchScreen
Keyboard
Set Customer, Type in the
phone, first name or Last Name
to locate
Click Here to
more information
Running the program.
Miscellaneous Sale.
Item not listed in
the inventory.
Could be service
Type of
Transaction.
Additional
Information for this
invoice
Active Customer ,
Close by clicking
again or click the
down ArrowGet
Notes to go on
Invoice/ PO etc
Tax and Summation.
You can also place
terms of Payment
here. It will be
picked up from
customer’s file
Running the program.
Making your first sale to a walking Customer.
CLICK ON NEW SALES FROM TOP UNDER
TRANSACTION
Or select Misc Item
(Such as Computer
Repairs)
Scan In Item
Or Select from the
Inventory
Default Payment is Cash
, Click Debit to select
Debit Payment
Must be blank for
walk-In Customer
Click for additional
Information
Click for Terms of
Payment if any
Running the program.
Completing your first sale to a walking Customer.
Misc Sales
Item
Enter Amount paid and
then
Click Pay to complete Sale
Selection from
Database
Running the program.
Completing your first sale to a registered Customer.
Click Here ,
Or
enter Phone Number, Last
Name or First Name or Just
enter to give a list of all
Customers
Running the program.
Completing your first sale to a registered Customer.
With a registered customer ,
you can make a sale even if
the customer does not pay at
that time (provided the
customer has enough credit in
his/her balance
Running the program.
Settling Payment. If you want to settle the customer’s score
you should select “SETTLE” from the main menu
Enter Customer
name to
narrow listing
Click Select to
select the unpaid
invoice
Running the program.
You do not have to
pay all, you can settle
this invoice in multiple
payment
Settling Payment. If you want to settle the customer’s score
you should select “SETTLE” from the main menu
Each Payments are
reflected on the invoice
Running the program.
If you wish to exchange or return an item select corresponding selection
from the main menu. The Invoice must be fully paid for this operation. If you
are running Pro 8 then this is not necessary.
Returning an item. (Pro8 Links this to Inventory Management)
Select the item to return, click
delete
Click Return
Pay back
the
customer
in Cash
Running the program.
Sometime the customer wishes to come back later , in
that case you can put the sale on HOLD. Click Out on
Hold . You can complete sale later at any point.
You can offer a Quotation for your service which can be fulfilled at later time.
For this you select a new sales from the menu and then select Quote.
Similarly you can select Work Order.
Work Order and Quotation can be fulfilled many times. Thus if you have are
recurring payment , make a work order . You can recall this WO whenever you
wish to send a new invoice for services performed.
Making a Customer Sales Order.
Customer can order items on
the phone or from the internet
(If Shopping Cart is enable)
Customer will not be require to
pay on ordering. Their credit is
debited at the time of
shipment.
To fulfill an Order click Fulfill
Customer Order. If the credit is
not enough then the customer
will have to make another
arrangement such as cash or
credit card.
Making a Purchase Order.
With PO , you can select the Vendor from
below.
In Purchase order you can change the Pricing
of an items to match the price offered by the
vendors.
Change Price
and Quantity
Send Purchase Order
You can email this Purchase Order
directly to the Vendor
Making a New Customer
Fill in the
Credit and
Terms here
Fill in the
Credit Limit
Here
Editing a New Customer
Select the
customer
here
Enter name ,
lastname, or
Phone Number to
search your
customer
Get Customer Sales Record
Double
click for
details
Add New Vendor
Fill in the
Credit and
Terms here
Fill in the
Credit Limit
Here
Editing Vendors
Select the
customer
here
Enter name ,
lastname, or
Phone Number to
search your
customer
Purchase Orders Status
This features links with Quick Books Accounting ( and the Inventory Control System ) , make sure
you have the relevant module installed.
Create New Item
Name of
Item
Edit UPC,
barcode
Full Name of
item
Use your
webcam to
take
pictures
Click here
to expand
Get file from
computer
Paste from
Memory
Adjust Cost of Items
Customized Field for each Items
Receive Stores
If you do not have inventory
control system , you can receive
items here. Data will be ported
automatically when you upgrade
to Pro 8
Print Barcode for Items
Print Bar code for your
products .
You can use any
printed label, just
make sure you put the
dimensions correctly.
Dimensions are usually
printed on the back of
the packet.
Listing Of All Items
Double click on any row to get full details , You can export listing to Excel
or to PDF
End of Day Register Z Report
Register X Report
Instant Today ‘s Sales and Returns
Instant Calendar Sales Report