ebt pos manual

7/31/2019 eBT POS Manual

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GreenPepper Software, Inc.

eBT Point of Sales

User Manual

Ailene T. Ramos


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Access eBT POS

1. Click the POS shortcut from your desktop.

2. Enter yourUser ID and Password then click Login.


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Setting Up eBT POS

Note: Only the System Admin or Super Users will be able to access these modules.

POS Denomination

This is used to maintain the bills and coins denomination for the POS.

1. Click User Forms > User Tables > POS Denominations.


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2. Enter the Denomination and click Add.

3. Click Update to update the system.


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POS Terminals

This is used to maintain the POS terminals that the branch will use.

1. Click User Forms > User Tables > POS Terminals.


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2. Enter the Terminal ID, this should be a unique id per branch.

3. Enter the IP Address of the terminal.

a. Click Start.

b. In Run, type cmd.

c. Type ipconfig, and look for the IPv4 Address.

4. Click Update to update the system.


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3. Click Open Register button.


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4. A pop-up message will appear, click OK to continue or click Cancel to go back to the Open Register screen.

5. Congratulations! You are now ready for your first eBT POS transaction.


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Sales

Click on SALES to enter to the POS transaction screen.


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Sales Transaction

Enter Item

1. To enter item, click the icon beside the Description field as shown from below figure.


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4. Select the Item from the list.


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5. Click OK button.


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6. EnterQuantity, as shown on figure below.


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7. Enter Discount % or Discount amount per Item in Disc % and Discount field respectively.


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8. Click Add.


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Delete Item

9. To delete an Item, double click the line for deletion.


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10. Click Delete.


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Update Item

11. To update an item, i.e. increase the quantity, double click the line for update.


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12. Enter correct data, i.e. increase the quantity.


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13. Click Update.


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Accept Payment

14. To process payment, press F4 or click F4 Payment button.


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15. Select type of Payment(s)Cash, Check, Credit Card, Bank Transfer, or Others

16. ForCash payment, enter the cash amount received in the Amount field.


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17. ForCheck Payment, enter the Check Date, Bank, Check No, and Amount.


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18. ForCredit Card Payment, enter the Credit Card, Credit Card No, Name on Credit Card, Expiry Date (mm/yy),

Approval No., and Amount.


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19. ForBank Transfer Payment, enter the Bank Transfer Reference No, Bank, Bank Account No, and Amount.


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20. ForOther Payment, select the Cash Card Name, Reference No., and the Amount.


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21. Press F10 or click F10 Accept Payment to save the payments.


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22. A pop-up message will appear, click Cancel to enter the OR No or click OK to continue without entering.


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23. IfCancel, enter the OR No in OR No field.


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24. Then press F10 or click F10 Save.

Note: As long as the transaction has not been saved yet, Items can still be edited as well as the Payment types/amount.


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25. To enter a new transaction, cl ick New button.


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Return Transaction

1. To start the Return transaction, click Return button as shown in below figure. Make sure that the label will change

toTotal Sales Return.


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2. Enter the item, quantity, and the discount given based on the receipt provided by the customer. Lets return the

sample transaction above.


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3. Select the type of payment to issue to the customer and enter the amount. The process is the same with the

normal sales transaction, refer to Accept Payment section.


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4. Then press F10 or click F10 Save.


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Replace Transaction

1. To start the Replace transaction, click Sales button as shown in below figure. Make sure that the label will changetoTotal Sales.

2. Enter the item to be replaced.

3. Quantity of the item to be replaced should be entered as negative.

4. Enter the given discounts based on the receipt provided by the customer.

5. Enter the items to issue.


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Replace with Item of Higher Amount

6. Enter the payment type and the amount of payment received.


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Replace with Item of Lower Amount

1. Enter the item to be replaced.

2. Quantity of the item to be replaced should be entered as negative.

3. Enter the given discounts based on the receipt provided by the customer.

4. Enter the items to issue.


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5. System does not accept outgoing payments for replacement transaction. The amount of the item that will be issued

to customer must be equal or higher than the item to be replaced.

6. An error will arise if you will try to pay the customer.


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7. For this scenario, click payment type Others

8. Select Other Income in CashCardName, ReferenceNo, and Amount.

9. POS will now accept the saving of the document.


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Close Register

1. Click on SALES to enter to the POS transaction screen.

2. Enter quantity of Bills / Coins. Check if Total is equal with the actual amount on hand.

BT P i f S l


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3. Check also if the Amount per Payment Means tallies with the actual transactions.

4. Make sure also that there is no Cash Variance when closing the POS Registers.

Ending Drawer = Starting Drawer + Total Sales

Cash Variance = Total Amount of Bills/ Coin Ending Drawer

BT P i f S l


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5. Click Close Register.

BT P i t f S l


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6. Click OK to continue orCancel to go back to previous screen.

BT P i t f S l


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Posting Sales to Head Office Server

After closing the register, user can now post the transactions to Head Office as Cash Sales.

Note: Before posting, all transactions will go to Undisposed Cash account, then after posting they will then be posted as Cash

Sales of the branch then will be posted as Cash on Hand account.

1. Click on User Forms > User Programs > POS Transaction Posting.

2. Click Post and these will update the Cash Sales of the Branch and HO.

BT P i t f S l


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Bank Deposit

1. Click on Banking > Bank Deposit > Bank Deposit Entry.

2. EnterDeposit Date, Bank, and BankAccountNo.

BT P i t f S l


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3. Click the check boxes that correspond to the sales that you are going to deposit.

4. Enter the total amount to be deposited in the Deposited Amount.

5. Click Add.

Note: Cash, Check, and Credit Cards cannot be deposited at the same time.

eBT Point of Sales


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6. Click OKto continue and Cancel to go back to the previous screen.

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