Difference between revisions of "IPOSware MANUAL"
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== IPOSWARE USER GUIDE == | == IPOSWARE USER GUIDE == | ||
| + | |||
[[File:01.png|450px|center]] | [[File:01.png|450px|center]] | ||
| − | + | '''Figure 1. Main Screen''' | |
[[File:02.png|450px|center]] | [[File:02.png|450px|center]] | ||
'''Figure 2. Login Screen for Cashiering''' | '''Figure 2. Login Screen for Cashiering''' | ||
| − | {| class="wikitable" style = "text-align:center; margin: 0 auto;" | + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width: 85; " |
| − | | 1 | + | | style = width: 25%;|1 |
| − | | Username Field | + | | style = width: 25%;|Username Field |
| − | | style="text-align:right;" | This fields allows the user enter their username | + | | style="text-align:right; width:60%" | This fields allows the user enter their username |
|- | |- | ||
| 2 | | 2 | ||
| Line 23: | Line 24: | ||
'''Figure 3. Cashiering''' | '''Figure 3. Cashiering''' | ||
| − | {| class="wikitable" style = "text-align:center; margin: 0 auto;" | + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width: 85%;" |
| − | | 1 | + | | style = width: 15%;|'''1''' |
| − | | Total | + | | style = text-align: left; width: 15%;|Total |
| − | | style= | + | | style= text-align:left; width: 55%; | Shows the total price of the products. |
|- | |- | ||
| − | | 2 | + | | '''2''' |
| Search | | Search | ||
| style="text-align:left;" | This text field allows the cashier to enter the product manually. | | style="text-align:left;" | This text field allows the cashier to enter the product manually. | ||
|- | |- | ||
| − | | 3 | + | | '''3''' |
| Company Logo | | Company Logo | ||
| style="text-align:left;" | Shows the company logo. | | style="text-align:left;" | Shows the company logo. | ||
|- | |- | ||
| − | | 4 | + | | '''4''' |
| Product List | | Product List | ||
| style="text-align:left;" | Shows the product list. | | style="text-align:left;" | Shows the product list. | ||
|- | |- | ||
| − | | 5 | + | | '''5''' |
| Change | | Change | ||
| style="text-align:left;" | Shows the Customer’s change. | | style="text-align:left;" | Shows the Customer’s change. | ||
|- | |- | ||
| − | | 6 | + | | '''6''' |
| Product Name | | Product Name | ||
| style="text-align:left;" | Shows the product name. | | style="text-align:left;" | Shows the product name. | ||
|- | |- | ||
| − | | 7 | + | | '''7''' |
| Cashier Picture | | Cashier Picture | ||
| style="text-align:left;" | Shows the Cashier picture. | | style="text-align:left;" | Shows the Cashier picture. | ||
|} | |} | ||
| − | |||
| Line 58: | Line 58: | ||
'''Figure 3.1 Item Lookup''' | '''Figure 3.1 Item Lookup''' | ||
| − | {| class="wikitable" style = "text-align:center; margin: 0 auto;" | + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width: 85%" |
| − | | 1 | + | | style = "text-align:center; width: 5%|'''1''' |
| − | | Item Lookup | + | | style = "text-align:left; width: 15%"|Item Lookup |
| − | | style="text-align:left;" | | + | | style="text-align:left; width: 65%" | |
*Shortcut: Ctrl + I. | *Shortcut: Ctrl + I. | ||
| − | *Allows the Cashier to search and select a specific | + | *Allows the Cashier to search and select a specific product. |
| − | *There are items that are called Open Items. These items needs supervisor's approval before buying them. | + | *There are items that are called '''Open Items'''. These items needs supervisor's approval before buying them. |
| − | + | ||
| − | + | ||
| − | + | ||
|} | |} | ||
| + | [[File:05.png|550px|center]] | ||
| + | '''Figure 3. Edit Quantity''' | ||
| − | [[File: | + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%;" |
| − | + | | style = "text-align:center; width: 5%;|'''1''' | |
| + | | style = "text-align:center; width: 15%;"|Edit Quantity | ||
| + | | style="text-align:left; width: 65%;" | | ||
| + | *Quick Access: F1 | ||
| + | *Allows cashier can edit the quantity of the product. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:06.png|550px|center]] | ||
| + | '''Figure 3.3 Multi-Tender''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width: 85%;" | ||
| + | |style = "text-align: center; width: 5%;"|'''1''' | ||
| + | |style = "text-align: center; width: 15%;"| Multi-Tender | ||
| + | | style="text-align:left; width: 65%;" | | ||
| + | *Quick Access: F2 | ||
| + | *This field allows the cashier to enter the tendered amount of the customer. | ||
| + | *Avoid selecting cash first when doing the multi-tender. E.g. you may select credit card first before cash. | ||
| + | *You cannot select cash after selecting a cash. In other words, you cannot tender 2 cash in one transaction. E.g. the customer should pay P500, he/she can pay it in whole but never in two cash tender like P250 on first cash tender and P250 on second cash tender. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:07.png|550px|center]] | ||
| + | '''Figure 3.3.1 Purchase Order''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width: 85%;" | ||
| + | | style = "text-align:center; width: 5%;"|'''1''' | ||
| + | | style = "text-align:center; width: 25%;"|Multi-Tender -> Purchase Order | ||
| + | | style="text-align:left; width: 55%;" | | ||
| + | *Search and selection of Employee. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:08.png|550px|center]] | ||
| + | '''Figure 3.4 Reprint''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%;" | ||
| + | | style = "text-align: center; width: 5%;"|'''1''' | ||
| + | | style = "text-align: center; width: 25%;"|Reprint | ||
| + | | style="text-align:left; width: 55%;" | | ||
| + | *For easy access of reprint, the cashier must type F3 | ||
| + | *To reprint receipt, the cashier must enter the Receipt’s SI. No. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:09.png|550px|center]] | ||
| + | '''Figure 3.5 Header Discount''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%" | ||
| + | | style ="text-align: center; width: 5%;"|'''1''' | ||
| + | | style ="text-align: center; width: 20%;"|Header Discount | ||
| + | | style="text-align:left; width:60%;" | | ||
| + | *Quick Access: F4 | ||
| + | *This field allows the cashier to put a constant discount to all the products. | ||
| + | *After entering the discount percentage, an approval of the supervisor will appear. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:10.png|550px|center]] | ||
| + | '''Figure 3.6 Void''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%" | ||
| + | | style ="text-align: center; width: 5%;"|'''1''' | ||
| + | | style ="text-align: center; width: 25%;"|Void | ||
| + | | style="text-align:left; width:55%;" | | ||
| + | *Quick Access: F6 | ||
| + | *The cashier can void the transaction by entering the receipt’s SI No. | ||
| + | *Authorized access needed for supervisor. | ||
| + | *Select reasons and void receipt will print. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:11.png|550px|center]] | ||
| + | '''Figure 3.6A Return Items''' | ||
| + | |||
| + | [[File:012.jpg|500px|center]] | ||
| + | '''Figure 3.6B Return Notifications''' | ||
| + | |||
| + | [[File:013.jpg|500px|center]] | ||
| + | '''Figure 3.6C Reason for Item Return''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%" | ||
| + | | style ="text-align: center; width: 5%;"|'''1''' | ||
| + | | style ="text-align: center; width: 25%;"|Return Items | ||
| + | | style="text-align:left; width:55%;" | | ||
| + | *Quick Access: F10 (Copy Transaction) to retrieve items for specific transaction. | ||
| + | *Press F1 (Edit Qty) and change the quantity to negative and notification message will appear (see Figure 3.6.B) | ||
| + | *Press F2 (Multi Tender) to transact return items and authorized access needed for supervisor. Make sure to change negative amount 0 before to hit enter. | ||
| + | *Reason for item return will appear. It requires SI No., Date of Original Transaction and Counter. (see Figure 3.6.C) | ||
| + | *Copy of Return Reciept will print. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:014.png|550px|center]] | ||
| + | '''Figure 3.7 Edit Price''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%" | ||
| + | | style ="text-align: center; width: 5%;"|'''1''' | ||
| + | | style ="text-align: center; width: 25%;"|Edit Price | ||
| + | | style="text-align:left; width:55%;" | | ||
| + | *Quick Access: F9 | ||
| + | *Allows the cashier to edit the product price and discount. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:015.jpg|500px|center]] | ||
| + | '''Figure 4. Exit''' | ||
| + | -To exit the Cashiering category, the cashier must select F12, and verification will appear to confirm the request. | ||
| + | |||
| + | |||
| + | [[File:016.png|500px|center]] | ||
| + | '''Figure 5. Login Screen for Options''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%" | ||
| + | | style ="text-align: center; width: 5%;"|'''1''' | ||
| + | | style ="text-align: center; width: 25%;"|Username Field | ||
| + | | style="text-align:left; width:55%;" | | ||
| + | *This fields allows the user enter their username | ||
| + | |- | ||
| + | |style ="text-align: center; width: 5%;"|'''2''' | ||
| + | |style ="text-align: center; width: 25%;"|Password Field | ||
| + | |style="text-align:left; width:55%;" | | ||
| + | *This field allows the user to enter their password | ||
| + | |} | ||
| + | |||
| + | |||
| + | |||
| + | -A welcome screen will appear after the Supervisor logged in. | ||
| + | |||
| + | [[File:017.png|500px|center]] | ||
| + | '''Figure 6. Welcome Screen for Supervisor''' | ||
| + | Figure 6 shows the screen that appears once the Supervisor log in the Cashiering category of the iPosware System. | ||
| + | |||
| + | |||
| + | [[File:018.png|500px|center]] | ||
| + | '''Figure 7. Options''' | ||
| + | Figure 7 shows the screen for Options Module | ||
| + | |||
| + | |||
| + | [[File:019.png|500px|center]] | ||
| + | '''Figure 8. Day-end Reports''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%" | ||
| + | | style ="text-align: center; width: 5%;"|'''1''' | ||
| + | | style ="text-align: center; width: 25%;"|X Terminal Reading | ||
| + | | style="text-align:left; width:55%;" | Partial reports | ||
| + | |- | ||
| + | | style ="text-align: center; width: 5%;"|'''2''' | ||
| + | | style ="text-align: center; width: 25%;"|Z Terminal Reading | ||
| + | | style="text-align:left; width:55%;" | Whole day reports | ||
| + | |- | ||
| + | | style ="text-align: center; width: 5%;"|'''3''' | ||
| + | | style ="text-align: center; width: 25%;"|Initialize | ||
| + | | style="text-align:left; width:55%;" | Current date reports. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:20.png|500px|center]] | ||
| + | '''Figure 9. Printer''' | ||
| + | Enables the supervisor to modify the format of receipts. | ||
| + | |||
| + | |||
| + | [[File:21.png|500px|center]] | ||
| + | '''Figure 10. Themes Tab''' | ||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%" | ||
| + | | style ="text-align: center; width: 5%;"|'''1''' | ||
| + | | style ="text-align: center; width: 25%;"|Theme | ||
| + | | style="text-align:left; width:55%;" | The supervisor can choose different kinds of theme. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:22.png|500px|center]] | ||
| + | '''Figure 11. Receipts Tab''' | ||
| + | Figure 11. represents the Receipt Tab, the supervisor can manually edit the receipt header. | ||
| + | |||
| + | |||
| + | [[File:23.png|500px|center]] | ||
| + | '''Figure 12. Discount and Promotions''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%" | ||
| + | | style ="text-align: center; width: 5%;"|'''1''' | ||
| + | | style ="text-align: center; width: 25%;"|Maximum Discount | ||
| + | | style="text-align:left; width:55%;" | Allows the user to modify Maximum Discount. | ||
| + | |- | ||
| + | | style ="text-align: center; width: 5%;"|'''2''' | ||
| + | | style ="text-align: center; width: 25%;"|Apply Button | ||
| + | | style="text-align:left; width:55%;" | Applies the modified Maximum Discount. | ||
| + | |} | ||
| + | |||
| + | |||
| + | [[File:24.png|300px|center]] | ||
| + | '''Figure 12.1 Discounts''' | ||
| + | Figure 12.1 shows the dialog box that appears to confirm newly set Maximum Discount. | ||
| + | |||
| + | |||
| + | [[File:25.png|500px|center]] | ||
| + | '''Figure 13.Quick Task''' | ||
| + | Figure 13 represents the Quick Tasks Tab, the supervisor can add options on initialization. | ||
| + | |||
| + | |||
| + | [[File:026.png|500px|center]] | ||
| + | '''Figure 14. POS Provider Config''' | ||
| + | In POS Provider Config, the supervisor can edit manually the POS Provider Details | ||
| + | |||
| + | |||
| + | [[File:027.png|500px|center]] | ||
| + | '''Figure 15. Exit''' | ||
| + | |||
| + | {| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%" | ||
| + | | style ="text-align: center; width: 5%;"|'''1''' | ||
| + | | style ="text-align: center; width: 25%;"|Exit | ||
| + | | style="text-align:left; width:55%;" | Allows the supervisor to exit the Options category. | ||
| + | |} | ||
Latest revision as of 12:53, 30 January 2020
Main Page > Application Development Team > System Manual
IPOSWARE USER GUIDE
Figure 1. Main Screen
Figure 2. Login Screen for Cashiering
| 1 | Username Field | This fields allows the user enter their username |
| 2 | Password Field | This field allows the user to enter their password |
Figure 3. Cashiering
| 1 | Total | Shows the total price of the products. |
| 2 | Search | This text field allows the cashier to enter the product manually. |
| 3 | Company Logo | Shows the company logo. |
| 4 | Product List | Shows the product list. |
| 5 | Change | Shows the Customer’s change. |
| 6 | Product Name | Shows the product name. |
| 7 | Cashier Picture | Shows the Cashier picture. |
Figure 3.1 Item Lookup
| 1 | Item Lookup |
|
Figure 3. Edit Quantity
| 1 | Edit Quantity |
|
Figure 3.3 Multi-Tender
| 1 | Multi-Tender |
|
Figure 3.3.1 Purchase Order
| 1 | Multi-Tender -> Purchase Order |
|
Figure 3.4 Reprint
| 1 | Reprint |
|
Figure 3.5 Header Discount
| 1 | Header Discount |
|
Figure 3.6 Void
| 1 | Void |
|
Figure 3.6A Return Items
Figure 3.6B Return Notifications
Figure 3.6C Reason for Item Return
| 1 | Return Items |
|
Figure 3.7 Edit Price
| 1 | Edit Price |
|
Figure 4. Exit
-To exit the Cashiering category, the cashier must select F12, and verification will appear to confirm the request.
Figure 5. Login Screen for Options
| 1 | Username Field |
|
| 2 | Password Field |
|
-A welcome screen will appear after the Supervisor logged in.
Figure 6. Welcome Screen for Supervisor
Figure 6 shows the screen that appears once the Supervisor log in the Cashiering category of the iPosware System.
Figure 7. Options
Figure 7 shows the screen for Options Module
Figure 8. Day-end Reports
| 1 | X Terminal Reading | Partial reports |
| 2 | Z Terminal Reading | Whole day reports |
| 3 | Initialize | Current date reports. |
Figure 9. Printer
Enables the supervisor to modify the format of receipts.
Figure 10. Themes Tab
| 1 | Theme | The supervisor can choose different kinds of theme. |
Figure 11. Receipts Tab
Figure 11. represents the Receipt Tab, the supervisor can manually edit the receipt header.
Figure 12. Discount and Promotions
| 1 | Maximum Discount | Allows the user to modify Maximum Discount. |
| 2 | Apply Button | Applies the modified Maximum Discount. |
Figure 12.1 Discounts
Figure 12.1 shows the dialog box that appears to confirm newly set Maximum Discount.
Figure 13.Quick Task
Figure 13 represents the Quick Tasks Tab, the supervisor can add options on initialization.
Figure 14. POS Provider Config
In POS Provider Config, the supervisor can edit manually the POS Provider Details
Figure 15. Exit
| 1 | Exit | Allows the supervisor to exit the Options category. |
