getting started with retail point of sale. installation and setup configuring hardware receipt...
TRANSCRIPT
Getting Started with Retail Point of Sale
• Installation and Setup• Configuring Hardware
• Receipt Printer• Cash Drawer• Scanner• Eftpos
• Integrating with QuickBooks• Till layouts
Getting Started with Retail Point of Sale
Points to Note prior to Installation
• Quickbooks Accounting and Retail Point of Sale must be using the same version in order to integrate
• Administrator must be installed on same PC as QuickBooks
• Networking will not work properly on Windows Home Editions
• Avoid Wireless Networks – cannot maintain a consistent connection to the database file
• You will need to reboot the PC after installing
Installation……
• Single PC Install• Select Administrator and
Terminal option
• Multi-PC Install• Install Administrator on Back
Office computer first• Install Terminal on Front
Counter
Installaton Process
• Setup Quickbooks datafile initially – *.QBW
• Create the POS Database file – QBPOS.PDB
• Configure the POS Terminal
Launch the POS Administrator prior to setting up the Terminal
Click Next…..
Creating the POS database
• Select the datafile either on the local PC or a Networked drive
You will be prompted immediately to transfer data
The lists are transferred from the Quickbooks datafile
• Administrator opens with the Options General tab open
• Check the Location of your Quickbooks file
• Summarise Transactions option will reduce no of transactions to one per session, but will make it a little harder to find problems.
Now start up the Terminal……
Activate Terminal…..
Terminal should open to Tools > Option
The Tools > Option tabs
• The place to configure the functionality of Terminal
• Keyboard tab gives you access to functional settings
Hardware Setup
• It is vital that the Hardware is compatible with Retail Point of Sale
• Hardware settings should be copied and saved
Hardware Setup
• The Cash Drawer is connected to the Receipt Printer – often COM2
• EFTPOS machines can be integrated and will allocated -COM1
• Most Barcode Scanner are a plug and go USB connection
The Till Layout
Product Number
Total Keys
Receipt View
Current Transaction
On Account
Laybys
Refund
Discounts
Quantity
Examples of different Till Layouts
End of Day – tell QuickBooksof your transactions
Terminal processes an End of Day Report for posting to the QuickBooks datafile
Select Reports to Print and Reset the Sales Information
• Select Z-Report to finalize the day.
• Select X-Report for progress updates throughout the day
• Do not reset the Transaction Number – POS transaction Numbers are accepted by QuickBooks and need to avoid duplication of document numbers.
On the Administrator click on the Post icon
Finds transactions to post
• The End of Day file is stored in the same directory as the QBPOS.PDB file. This is where the Administrator looks for the file.
• The End of Day file has this structure: QBpst – comp name -ddmmyy – hhmmss - 001.pos
• Administrator counts the number of *-001.pos files it finds.
After updating QuickBooks, tell POS of the changes…..
POS is now updated with the latest information
• Do an End Of Day and a Transfer daily.
• Transfer data whenever there is a relevant update to the QuickBooks datafile – particularly for Stock levels and price changes.
Troubleshooting Reckon Point of Sale
• Minimise in Administrator windows
• Symbols in Memos will cause errors in posting
• Quickbooks pdf Converter can interfere with COM port settings
• Copy till layouts as these cannot be recovered if PDB file becomes corrupt
• Copy of Retail POS Upgrade checklist
Questions?