Retail POS Manual (EDITTED)x
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VERSION 2.0 USER MANUAL Retail POS Point Of Sale, Inventory Control, and Invoicing Table of contents Introduction ……………………………………………………………………………………………………….4 Features of Retail POS ……………………………………………………………………………….4 Target Audience ………………………………………………………………………………..........4 Start Retail POS …………………………………………………………………………………………..........5 Login ………………………………………………………………………………………………….........5 Parts of the Retail POS Screen …………………………………………………………………………….6 Product Details …………………………………………………………………………………………6 Scan PLU/Barcode ……………………………………………………………………………………..7 Total Pane ………………………………………………………………………………………………….7 Company Image …………………………………………………………………………………………7 Functions Button ……………………………………………………………………………………….8 Functions Button Main Parts ………………………………………………………………………………8 F1 – Focus Grid ………………………………………………………………………………………….8 F2 – Scan Barcode ……………………………………………………………………………………..8 F3 – Browse Item ……………………………………………………………………………………….8 F4 – Void ………………………………………………………………………………………………….12 F5 – Journal ……………………………………………………………………………………………..13 F6 – Payment …………………………………………………………………………………………..15 JDEV Retail POS User Manual Version 2.0 Page 2 of 35 Payment Window Main Parts ……………………………………………………………………………16 Amount Due …………………………………………………………………………………………….16 Tendered …………………………………………………………………………………………………16 Change …………………………………………………………………………………………………….16 Type of Payment ……………………………………………………………………………………………….17 F1 – Card ………………………………………………………………………………………………….17 F2 – Check ……………………………………………………………………………………………….17 F3 – GC …………………………………………………………………………………………………….20 F4 – Charge ……………………………………………………………………………………………..22 F5 – Cash ………………..……………………………………………………………………………….25 Continuation of Functions Button Main Parts ………………….………………………………25 F7 – Open Cash Drawer ……………………………………………………………………………25 F8 – Cancel ………………………………………………………………………………………………25 F9 – Hold Transaction ………………………………………………………………………………26 F10 – Discount …………………………………………………………………………………………28 F11 – Quantity …………………………………………………………………………………………31 F12 – X Reading ……………………………………………………………………………………….33 JDEV Retail POS User Manual Version 2.0 Page 3 of 35 Introduction Features of Retail POS The goal of Retail Software is to help you focus on your sales and your customers. Retail POS is a tool that serves this goal. It is designed for retailers who wish to streamline customer checkouts, tracking sales, making purchase orders, counting stock or preparing invoices. Retail POS is an organizer, an analyzer, and a time saver. Some of its most useful features include: ✓ ✓ ✓ ✓ Easy to learn and use. Sales tracking by product. Complete sales and inventory data for every time. Full – featured POS system with slip printer, barcode and cash drawer support. ✓ History of daily sales and POS totals. ✓ Staff Hours and Commissions. ✓ On screen review and editing of purchase orders. Target Audience This manual supposed for those user who don’t have the basic knowledge of using retail point of sale. JDEV Retail POS User Manual Version 2.0 Page 4 of 35 Start Retail POS Login • When you open Retail POS, it displays the login screen. Login using your Username and Password. • After you login your account you will be prompted if you want to continue in previous shift. Then click “Yes”. JDEV Retail POS User Manual Version 2.0 Page 5 of 35 Parts of the Retail POS Screen The main screen of Retail POS has the following main parts. 1. Product Details – you can see here the bought products. JDEV Retail POS User Manual Version 2.0 Page 6 of 35 2. Scan PLU/Barcode – You can see here the barcode of the product. 3. Total Pane – The Amount Due, Tendered, and Change. 4. Company Image – Logo of the company. JDEV Retail POS User Manual Version 2.0 Page 7 of 35 5. Functions Button – used to perform specific tasks. Functions Button has the following main parts. F1 - Focus Grid – It’s selected the specific product. ➢ When you click the Focus Grid (F1) it highlights the main product. F2 - Scan Barcode – Scan the barcode of a product. ➢ When you click the Scan Barcode (F2) it focuses in a text box where you can input/scan the barcode of a product and it’s automatically appear inside the text box. F3 - Browse Item – You can choose product from the list JDEV Retail POS User Manual Version 2.0 Page 8 of 35 ➢ When you open the Browse Item (F3) you can see all the list of the products and also there equivalent Product Code, Unit, and Price. ➢ For example when you click the Find Button then you input letter “F” inside the text box then it’s automatically search all the products with letter F. JDEV Retail POS User Manual Version 2.0 Page 9 of 35 ➢ Then, click the Accept Button. ➢ When you click the accept Button you can see this pop up window then you must required to input the quantity or amount of the product. JDEV Retail POS User Manual Version 2.0 Page 10 of 35 ➢ Then, click the Enter Button. ➢ After you click the Enter Button it will back and appear on the main screen of the POS then look in the product details you see your inputted product and quantity. JDEV Retail POS User Manual Version 2.0 Page 11 of 35 F4 - Void – Delete one product. ➢ If you click the Void (F4) there’s a question “Are you sure you want to void this item?”, then click “Yes”. ➢ After you click “yes”. Look at the main screen of POS where you can see the product details with highlight was deleted. JDEV Retail POS User Manual Version 2.0 Page 12 of 35 F5 - Journal – Show the list of invoices of the selected date. You can preview and reprint receipt here. ➢ When you open the Journal (F5) you can see here the paid item with their Date Tame, Invoice Number, and Amount. ➢ Click Preview. JDEV Retail POS User Manual Version 2.0 Page 13 of 35 ➢ After clicking preview you will see the Official Receipt. ➢ You can also print it, just click the Print Button. JDEV Retail POS User Manual Version 2.0 Page 14 of 35 ➢ After clicking the Print Button you can see this Official Receipt. Same as the result in Preview Button. F6 - Payment – Add payment like cash, card, cheque and etc. ➢ When you open Payment (F6) you can see here the Different Type of Payment, Amount Due, Tendered, and Changed. JDEV Retail POS User Manual Version 2.0 Page 15 of 35 The Payment Window has the following main parts. ➢ Amount Due – The total amount of bought items. ➢ Tendered – How much the money of the customer. ➢ Change – The money returned to the customer after paying for something with more money than it costs. JDEV Retail POS User Manual Version 2.0 Page 16 of 35 Type of Payment F1 - Card – Add or Edit Card Payment on Invoice. ➢ Press F1 and fill up the Payment Information. ➢ You can select your Card Type , drop down the arrow inside the text box. JDEV Retail POS User Manual Version 2.0 Page 17 of 35 ➢ After fill upping all the payment information, just click “Accept”. ➢ After clicking Accept Button you can see the amount “500” you input in the Payment Information at the right side of the F1 - Card same value in the Tendered. JDEV Retail POS User Manual Version 2.0 Page 18 of 35 F2 - Check – Add or Edit Check Payment on Invoice. ➢ Press F2 and fill up the Payment Information. ➢ Select your Check Type. ➢ If all the Information’s are completed, click “Accept”. JDEV Retail POS User Manual Version 2.0 Page 19 of 35 ➢ You can see the “800” amount you input in the payment formation at the right side of F2 - Check inside the text box. ➢ F1 - Card plus F2 - Check is equal to the value of Tendered. F3 - GC – Add or Edit GC Payment on Invoice. ➢ Press F3 and fill up the Payment Information. ➢ Choose your GC Type. JDEV Retail POS User Manual Version 2.0 Page 20 of 35 ➢ After you fill up all the Payment Information, click the Accept Button. a ➢ The “400” amount you input in the payment information you can see it at the right side of F3 - GC. ➢ All the sum of F1 - Card, F2 Check, F3 - GC is equal to the value of Tendered. JDEV Retail POS User Manual Version 2.0 Page 21 of 35 F4 - Charge – Add or Edit Charge Payment on Invoice. ➢ Press F4 and you see this prompted POS Window. ➢ Click Yes. JDEV Retail POS User Manual Version 2.0 Page 22 of 35 ➢ After you click the yes button, you see this Charge Payment Window with the content of charge to, then the value of amount is automatically inputted. ➢ Select a customer to charge. JDEV Retail POS User Manual Version 2.0 Page 23 of 35 ➢ After you complete the Payment Information, click Accept. ➢ When you click the accept button all the value on F1 Card, F2 - Check, F3 - GC, are deleted. ➢ Except the F4 - Charge it is same on the value of Amount Due. JDEV Retail POS User Manual Version 2.0 Page 24 of 35 F5 - Cash – Input inside the text box how much your money F7- Open Cash Drawer – Press F7 to open the Cash Drawer. F8 - Cancel – Remove all products. ➢ When you open the Cancel (F8) you see this prompted window. Then, click yes. JDEV Retail POS User Manual Version 2.0 Page 25 of 35 ➢ After you click the yes button all the Transaction successfully canceled. Unlike the void button deleted the item one at a time. F9 - Hold Transaction – Hold the transaction. ➢ Press Hold Transaction (F9) to hold the purchase item and you will see this question. ➢ Click Yes. JDEV Retail POS User Manual Version 2.0 Page 26 of 35 ➢ After clicking yes all the all purchase item are all hidden. ➢ If you want to resume the transaction again just click F9. ➢ You will see this question, click yes. JDEV Retail POS User Manual Version 2.0 Page 27 of 35 ➢ After you press the yes button you will see again the purchase item. F10 - Discount – Choose the discount type you want to give. ➢ When you open the Discount (F10) you can see here the different amount of discount. ➢ Just choose a product you want to give a discount. JDEV Retail POS User Manual Version 2.0 Page 28 of 35 ➢ Select Discount Percent you want to give. ➢ If you want to give manual discount just check the box at the left side of Give Manual Discount and then type the Amount and Percent you want to give. JDEV Retail POS User Manual Version 2.0 Page 29 of 35 ➢ Then, click Accept. ➢ And you will see at the Product Details the “13.39” Discount you give. JDEV Retail POS User Manual Version 2.0 Page 30 of 35 F11 - Quantity – The amount or number of product. ➢ Open Quantity (F11). ➢ Input Quantity. JDEV Retail POS User Manual Version 2.0 Page 31 of 35 ➢ Click Enter. ➢ Look at the Product Details you see the quantity you inputted. JDEV Retail POS User Manual Version 2.0 Page 32 of 35 F12 - X Reading – X reading tells you denominations of sales on that POS by that user. ➢ Open X Reading (F12). JDEV Retail POS User Manual Version 2.0 Page 33 of 35 ➢ Input the number of cash, and then press Enter. ➢ After you click the enter button you will see again prompted window. Always click the Yes Button. JDEV Retail POS User Manual Version 2.0 Page 34 of 35 ➢ This is the result after you press the yes button, the result is print of receipt x reading. JDEV Retail POS User Manual Version 2.0 Page 35 of 35
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