Difference between revisions of "IPOSware MANUAL"

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                                                         '''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
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                                                             '''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="text-align:left;" | Shows the total price of the products.
+
| style= text-align:left; width: 55%; | Shows the total price of the products.
 
|-
 
|-
 
| '''2'''
 
| '''2'''
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| style="text-align:left;" | Shows the Cashier picture.
 
| style="text-align:left;" | Shows the Cashier picture.
 
|}
 
|}
−
 
  
  
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                                                                 '''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 product.
 
*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.                                                                                                                                   
 
|}
 
|}
−
 
−
 
−
 
  
  
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                                                           '''Figure 3. Edit Quantity'''
 
                                                           '''Figure 3. Edit Quantity'''
  
−
{| class="wikitable" style = "text-align:center; margin: 0 auto;"
+
{| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%;"
−
| colspan="4"|'''1'''
+
| style = "text-align:center; width: 5%;|'''1'''
−
| Edit Quantity
+
| style = "text-align:center; width: 15%;"|Edit Quantity
−
| style="text-align:left;" |  
+
| style="text-align:left; width: 65%;" |  
 
*Quick Access: F1                                                                                                                         
 
*Quick Access: F1                                                                                                                         
 
*Allows cashier can edit the quantity of the product.
 
*Allows cashier can edit the quantity of the product.
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                                                           '''Figure 3.3 Multi-Tender'''
 
                                                           '''Figure 3.3 Multi-Tender'''
  
−
{| 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'''  
−
| Multi-Tender  
+
|style = "text-align: center; width: 15%;"| Multi-Tender  
−
| style="text-align:left;" |  
+
| style="text-align:left; width: 65%;" |  
 
*Quick Access: F2                                                                                                                       
 
*Quick Access: F2                                                                                                                       
 
*This field allows the cashier to enter the tendered amount of the customer.
 
*This field allows the cashier to enter the tendered amount of the customer.
Line 101: Line 97:
 
                                                           '''Figure 3.3.1 Purchase Order'''
 
                                                           '''Figure 3.3.1 Purchase Order'''
  
−
{| 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'''  
−
| Multi-Tender -> Purchase Order
+
| style = "text-align:center; width: 25%;"|Multi-Tender -> Purchase Order
−
| style="text-align:left;" |  
+
| style="text-align:left; width: 55%;" |  
 
*Search and selection of Employee.
 
*Search and selection of Employee.
 
|}
 
|}
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                                                           '''Figure 3.4 Reprint'''
 
                                                           '''Figure 3.4 Reprint'''
  
−
 
+
{| class="wikitable" style = "text-align:center; margin: 0 auto; width:85%;"
−
{| class="wikitable" style = "text-align:center; margin: 0 auto;"
+
| style = "text-align: center; width: 5%;"|'''1'''  
−
| '''1'''  
+
| style = "text-align: center; width: 25%;"|Reprint
−
| Reprint
+
| style="text-align:left; width: 55%;" |  
−
| style="text-align:left;" |  
+
 
*For easy access of reprint, the cashier must type F3
 
*For easy access of reprint, the cashier must type F3
 
*To reprint receipt, the cashier must enter the Receipt’s SI. No.
 
*To reprint receipt, the cashier must enter the Receipt’s SI. No.
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[[File:09.png|550px|center]]
 
[[File:09.png|550px|center]]
 
                                                           '''Figure 3.5 Header Discount'''
 
                                                           '''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

01.png
                                                        Figure 1. Main Screen
02.png
                                                       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


03.png
                                                           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.


04.png
                                                                Figure 3.1 Item Lookup
1 Item Lookup
  • Shortcut: Ctrl + I.
  • 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.


05.png
                                                          Figure 3. Edit Quantity
1 Edit Quantity
  • Quick Access: F1
  • Allows cashier can edit the quantity of the product.


06.png
                                                          Figure 3.3 Multi-Tender
1 Multi-Tender
  • 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.


07.png
                                                          Figure 3.3.1 Purchase Order
1 Multi-Tender -> Purchase Order
  • Search and selection of Employee.


08.png
                                                          Figure 3.4 Reprint
1 Reprint
  • For easy access of reprint, the cashier must type F3
  • To reprint receipt, the cashier must enter the Receipt’s SI. No.


09.png
                                                         Figure 3.5 Header Discount
1 Header Discount
  • 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.


10.png
                                                         Figure 3.6 Void
1 Void
  • 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.


11.png
                                                         Figure 3.6A Return Items
012.jpg
                                                         Figure 3.6B Return Notifications
013.jpg
                                                         Figure 3.6C Reason for Item Return
1 Return Items
  • 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.


014.png
                                                          Figure 3.7 Edit Price
1 Edit Price
  • Quick Access: F9
  • Allows the cashier to edit the product price and discount.


015.jpg
                                                          Figure 4. Exit
                -To exit the Cashiering category, the cashier must select F12, and verification will appear to confirm the request.


016.png
                                                       Figure 5. Login Screen for Options
1 Username Field
  • This fields allows the user enter their username
2 Password Field
  • This field allows the user to enter their password


                                         -A welcome screen will appear after the Supervisor logged in.
017.png
                                                       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.


018.png
                                                       Figure 7. Options
                                            Figure 7 shows the screen for Options Module


019.png
                                                       Figure 8. Day-end Reports
1 X Terminal Reading Partial reports
2 Z Terminal Reading Whole day reports
3 Initialize Current date reports.


20.png
                                                       Figure 9. Printer
                                        Enables the supervisor to modify the format of receipts.


21.png
                                                       Figure 10. Themes Tab
1 Theme The supervisor can choose different kinds of theme.


22.png
                                                       Figure 11. Receipts Tab
                                Figure 11. represents the Receipt Tab, the supervisor can manually edit the receipt header.


23.png
                                                       Figure 12. Discount and Promotions
1 Maximum Discount Allows the user to modify Maximum Discount.
2 Apply Button Applies the modified Maximum Discount.


24.png
                                                       Figure 12.1 Discounts
                                  Figure 12.1 shows the dialog box that appears to confirm newly set Maximum Discount.


25.png
                                                       Figure 13.Quick Task
                               Figure 13 represents the Quick Tasks Tab, the supervisor can add options on initialization.


026.png
                                                       Figure 14. POS Provider Config
                              In POS Provider Config, the supervisor can edit manually the POS Provider Details


027.png
                                                       Figure 15. Exit
1 Exit Allows the supervisor to exit the Options category.
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