getting started with sellerdeckepos - sellerdeck...
TRANSCRIPT
Getting Started With
SellerDeck EPOS
Includes SellerDeck EPOS Link
Under the copyright laws, neither the documentation nor the software may be copied, photocopied, reproduced,
translated, or reduced to any electronic medium or machine-readable form, in whole or in part, without the prior
written consent of SellerDeck Ltd.
SellerDeck is a registered trademark of SellerDeck Ltd
Windows is a registered trademark of Microsoft Corporation in the United States and other countries.
Epson is a registered trademark of the SEIKO Epson Corporation.
Other parties' trademarks or service marks are the property of their respective owners and should be treated as such.
SellerDeck Ltd
Globe House
Lavender Park Road
West Byfleet
Surrey KT14 6ND
United Kingdom
http://www.sellerdeck.co.uk/
+44( 0)845 129 4888
Table of Contents
Introduction .................................................................................................... 1
Conventions ............................................................................................................................ 1
Installation ...................................................................................................... 2
Installation of SellerDeck EPOS ............................................................................................... 2
Installing the Software from CD ............................................................................... 2
Installing the Software from a Download ................................................................ 2
General Installation Notes ....................................................................................... 2
Windows Vista Users ................................................................................................ 3
Important Notes for Barcode Scanners .................................................................................. 3
The Main Help File .................................................................................................................. 4
Creating the Product File ............................................................................... 6
Adding Categories ................................................................................................................... 6
Adding Suppliers ..................................................................................................................... 6
Adding Products ...................................................................................................................... 7
Using the Product Lookup..................................................................................................... 10
Adding an Additional Barcode to an Existing Product .......................................................... 10
Deleting a Product ................................................................................................................ 11
Importing Products ............................................................................................................... 11
Adding Epos Users ...................................................................................... 11
Adding a Sales User ............................................................................................................... 12
Changing User Codes ............................................................................................................ 13
The Sales Screen ......................................................................................... 14
Making a Simple Sale ............................................................................................................ 14
The Sales Menu ..................................................................................................................... 15
Multiple Quantities of the Same Product ............................................................................. 16
Changing the Price of an Item............................................................................................... 16
Completing a Refund ............................................................................................................ 17
Parking a Sale ........................................................................................................................ 18
Saving the Transaction ........................................................................................... 18
Recalling the Transaction ....................................................................................... 19
Checking the Takings ............................................................................................................ 19
Printing the Takings and Clearing the Totals ........................................................................ 20
The Setup Menu ........................................................................................... 20
Initial Setup ........................................................................................................................... 20
Providing Information to the Customer................................................................................ 21
Providing Receipts .................................................................................................. 21
Using the Customer Pole Display ........................................................................... 21
Setting Up Sales Screen Buttons ........................................................................................... 22
Setting Up Buttons for Categories .......................................................................... 22
Assigning a Sales Screen Button to a Product ........................................................ 23
Amending Tender Types ....................................................................................................... 24
Notes about Chip and Pin ..................................................................................................... 25
Tax......................................................................................................................................... 25
Special Offers ............................................................................................... 26
Quantity Discounts ............................................................................................................... 26
Multibuy Promotions ............................................................................................................ 27
Fixed Price Promotions ......................................................................................................... 28
Individual Product Promotions ............................................................................................. 30
Stock Control and Ordering ........................................................................ 30
Assigning Stock Quantities to Products ................................................................................ 31
Creating the Order – Stock Replenishment .......................................................................... 31
Receiving the Goods ............................................................................................................. 32
Manual Ordering ................................................................................................................... 33
Regular Customers ...................................................................................... 35
Adding a New Customer ....................................................................................................... 35
Selling to a Regular Customer ............................................................................................... 35
Making a Payment into a Customer Account ....................................................................... 36
Reports .......................................................................................................... 38
Reports in SellerDeck EPOS................................................................................................... 38
Backing Up Your Data .................................................................................. 40
Creating a Backup ................................................................................................................. 40
Restoring from a Previous Backup ........................................................................................ 40
Integration with SellerDeck Business ........................................................ 42
SellerDeck EPOS Link Introduction ....................................................................................... 42
SellerDeck EPOS Link Configuration...................................................................................... 43
Using EPOS Link in Multi-User Mode ..................................................................... 45
Transferring Products to SellerDeck EPOS ............................................................................ 45
Prices & Tax Codes ................................................................................................. 47
Using SellerDeck EPOS Link Day-To-Day ............................................................................... 49
Updating Stock Levels ............................................................................................ 49
Updating Prices from SellerDeck EPOS .................................................................. 49
Updating SellerDeck EPOS with New and Changed Products ................................ 49
Transferring Completed Orders ............................................................................. 49
Exporting Products from SellerDeck EPOS ............................................................................ 49
Overview ................................................................................................................ 49
Preparing your Data for Transfer ........................................................................... 49
Creating the Export File .......................................................................................... 51
Importing the Data into SellerDeck Business/Designer ......................................... 52
Importing and Viewing Orders from SellerDeck Business .................................................... 53
Importing Orders into EPOS ................................................................................... 53
Viewing Orders in EPOS .......................................................................................... 54
Appendix 1 – Making a Sale ........................................................................ 56
Appendix 2 – Troubleshooting .................................................................... 57
Getting Started With SellerDeck EPOS 1
Introduction
SellerDeck EPOS is a PC based piece of software that can run on a standard PC as well as touch screen
tills recommend for SellerDeck EPOS. SellerDeck EPOS brings EPOS –
Electronic Point Of Sale to your store. The system allows you to scan products at the point of sale with
a barcode reader, reducing queuing time for your customers and helping to reduce stock entry errors.
SellerDeck EPOS is fully compatible with Epson Opos, meaning you can add devices such as Opos
compatible receipt printers and customer pole displays.
SellerDeck EPOS employs expandable architecture, so you can start from one store with one till, add
further tills across a network if the need arises, and you can manage your EPOS system through a
dedicated Head Office should this be required.
SellerDeck EPOS can be used with a standard PC keyboard or with a EPOS keyboard recommended for
SellerDeck EPOS.
Full stock monitoring is provided with the ability to set minimum stock quantities to make placing
purchase orders with your suppliers easier and less time consuming.
This guide provides exercises and examples for using SellerDeck EPOS and gaining familiarity with its
main features. Where this guide does not describe a feature in depth, a reference will be given to a
section in the main help file.
Note: If you are using a touch screen till, it is strongly recommended that you purchase a USB
keyboard and mouse, otherwise you will not be able to configure the till.
Conventions In this guide the following conventions will be used:
• Keyboard commands will be shown in square brackets: [Enter], [Ctrl+X].
• Buttons/tabs/menu options in the program will be shown in single quotes: 'OK', 'Save',
'Close'.
• Successive directions will be separated by a vertical bar: For instance, clicking on the
'Setup' menu, then selecting 'Options' and then selecting the 'Sales Buttons' tab is
shown as: 'Setup | Options | Sales Buttons'.
Getting Started With SellerDeck EPOS 2
Installation
Installation of SellerDeck EPOS
Installing the Software from CD
1. Place the SellerDeck EPOS installation CD in your CD drive.
2. It should automatically run. If it does not, you will need to:
• Click the 'Start' button in Windows taskbar and go to 'Run'.
• Click 'Browse' and then go to 'D:' (where D: is your CD drive).
• Select 'setup.exe' and double click.
Now follow the procedure described in 'General Installation Notes'.
Installing the Software from a Download
1. Locate the 'SellerDeck_Epos_xxxx.exe' file that has been downloaded and double click on it,
(where 'xxxx' is the version number of the software).
2. The 'Winzip self extraction utility' will start.
3. Click 'Unzip' and the setup process will commence.
Now follow the procedure described in 'General Installation Notes'.
General Installation Notes Running the setup file will start the 'Installation Wizard' that will guide you through the setup process.
Tick the 'Install EPOS Link' checkbox if you wish to connect SellerDeck EPOS to SellerDeck Ecommerce.
It is strongly recommended that you leave the 'Access Runtime 2002' checkbox ticked during the
installation.
It is possible to achieve a perfectly satisfactory installation by accepting all the default settings
suggested to you. Click 'Next' to take you from screen to screen, click 'Back' to take you to the
previous screen and click 'Cancel' to abort the installation process.
During the installation, the 'Epson Opos' software, which is used to drive any Opos compatible
hardware, which includes receipt printers, customer pole displays etc will be installed.
The OPOS installation phase is automatic, and will install the required drivers for SellerDeck EPOS.
If you chose to install EPOS Link, you should check the 'Start EPOS Link' checkbox when prompted. If
you do not, you will need to restart the computer in order to start Link.
Note: If you install OPOS devices other than the recommended hardware for SellerDeck
Getting Started With SellerDeck EPOS 3
EPOS then you will need to go into the OPOS program via the 'Programs' menu in
Windows. Be sure to use an 'LDN' (Logical Device Name) of 'unit1' when adding peripherals via the
'Opos' software. If devices are installed without 'LDN's' then SellerDeck EPOS will not recognise them.
For more information, go to 'Help | Help Topics' within the Opos application. Only Epson Opos
compatible hardware is supported.
If a touch screen till is used without a CD drive, the installation files will need to be copied from the CD
to a USB drive or similar. The setup.exe file can then be run from the external drive.
Windows Vista Users Users of Windows Vista will need to deactivate 'User Account Control' (UAC) in order to install and
run SellerDeck EPOS. To do this go to the 'Control Panel' in Windows, select 'User Accounts' and
select 'Turn User Account Control on or off'. Note that the system will need to be restarted for the
changes to be made.
Important Notes for Barcode Scanners If you plan to use a barcode scanner, make sure you purchase a 'Keyboard Wedge' type as opposed to
a Serial type. A 'Keyboard Wedge USB Scanner' is recommended for use with SellerDeck EPOS.
Starting SellerDeck EPOS
To start SellerDeck EPOS, double-click on the 'SellerDeck EPOS' icon on your desktop.
If you are evaluating SellerDeck EPOS, you will be able to use the software for 30 days before being
required to purchase a licence.
To licence SellerDeck EPOS, a hardware 'Dongle' must be purchased. Two types of 'Dongle' are
available, a 'Parallel port' model and a 'USB' version. Be sure to state the correct 'Dongle' type when
ordering a licence. The 'Dongle' must be inserted into the PC in order for SellerDeck EPOS to function
once the evaluation period has expired.
When you start SellerDeck EPOS, you will see a screen similar to the one below:
Getting Started With SellerDeck EPOS 4
Note: The 'Head Office' button will be grayed out as this functionality if you are using the
'Solo' version or if you are evaluating the software.
SellerDeck EPOS is best displayed in a 800x600 screen resolution. This can be achieved by right-clicking
on the windows desktop, selecting 'Properties and then 'Settings'.
You will not be able to access any parts of the system until you logon. To login to the system for the
first time, use '1234' (without the ').
You will now see the 'Main Menu' with buttons to other areas such as the 'Sales Screen' and 'Supplier'
windows. Note that these areas of the system can also be reached by using the drop down menus at
the top of the screen.
Note: If you plan to leave the till unattended, always remember to press the 'Log Off' button to return
to the login screen.
The Main Help File SellerDeck EPOS's Main Help contains pages of in-depth information on all areas of the application,
together with appropriate links to additional information in other chapters. To access the Help Topics,
go to 'Help | Contents and Index'.
Getting Started With SellerDeck EPOS 5
Getting Started With SellerDeck EPOS 6
Creating the Product File
The following exercises will take you through adding Suppliers, Product Categories and Products to
your 'Product File'.
Adding Categories
Product Categories separate the 'Product File' for reporting purposes and make the 'Product File' easier
to manage. This exercise will create a new category and a sub category.
1. Go to 'Setup | Options' and make sure the 'Categories' tab is selected.
2. Click in a blank row in the 'Categories' field. Enter 'Snacks' into the 'Categories' field. Click into
the 'Notes field and enter 'Snacks Category'.
3. Click the small '+' to the left of the 'Snacks' category you have just entered, a small window
will appear. Enter 'Crisps' into the 'Category 1' field and 'Crisps Category' into the 'Notes' field.
4. Click 'Close'. The changes will be automatically saved to the database and you will be returned
to the 'Main Menu'.
Adding Suppliers The 'Suppliers' form is used to store details of your suppliers. This exercise will create a new supplier.
Getting Started With SellerDeck EPOS 7
1. Make sure you are on the 'Main Menu' screen, click on the 'Suppliers' button or go to 'Product
File | Suppliers'. The 'Suppliers…' window will appear.
2. Click on the 'Add' button, the 'Add a New Supplier' window will appear.
3. Enter 'Acme' into the 'Supplier ID' field.
4. Enter 'Acme Snacks Company' into the 'Name' field.
5. Add '1001' into the 'AccountNumber' field.
6. For the 'Street', 'Region', 'City', 'County', 'Postcode', and 'Phone' fields you can enter
anything you like.
7. Click into the 'Payment Terms' field and use the drop down menu to select '30 days' 8. Click
within the 'Payment Method' field and use the drop down to select 'Cheque'.
9. Click 'OK' to save the changes.
10. Click 'Close' on the 'Suppliers…' window to return to the 'Main Menu'.
Adding Products The product screen is used for adding new product details into the till as well as viewing and
amending existing products. In this exercise a new product will be created and will be assigned to the
categories and supplier that we created earlier.
Note: It is possible to transfer products from the SellerDeck Business ecommerce package. See the
main help in SellerDeck Business for more information.
1. From the 'Main Menu', click on the 'Products' button or go to 'Product File | Product File'. The
'Product File…' window will appear.
2. Click the 'Add' button, the 'Add a New Product…' window will appear.
3. In the 'Product Code' field, enter 'CrispSV'.
4. In the 'Description' field enter 'Salt & Vinegar Crisps'.
5. Uncheck the 'Button Item' field, these will be dealt with later.
Getting Started With SellerDeck EPOS 8
6. Click within the 'Barcode' field, remove any characters that may be there, and then scan any
item with a barcode. This field will now be populated with the barcode. If you do not have a
barcode reader, enter the number '1111'. Leave the 'Stock Shift Quantity' as '1'.
Note: It is possible to enter products without bar codes. Rather than scanning a barcode into the 'Bar
Code' field it is possible to use the keyboard to enter a unique code for your product.
7. For the 'Category' drop down, select 'Snacks' and for the 'Category 1' field, select 'Crisps'.
8. Use the 'Supplier' drop down to select 'Acme Snacks Company'.
9. In the 'Supplier Code' field, enter '12345'. The 'Supplier Code' can be used if the supplier uses
a different 'Product Code' to you.
10. Enter a 'Pack Qnty' of '24'. This means the crisps are supplied in boxes of 24.
11. Enter a 'Pack Cost' of '5.00'.
12. Leave the 'Sales Tax Code' as 'S' and leave the 'Sell Price Includes Sales Tax' ticked.
13. Enter a 'Sell Price' of '0.50'.
14. Enter '20' into the 'Opening Stock' field.
15. Click 'OK' to save the product to the database and to return to the 'Product File…' window.
16. Add another four products using the details in the following tables. Only the fields mentioned
need to be filled in, the others can be left as they are. Remember to click the 'Add' button to
open the 'Add a New Product' window for each new product you add.
Product 1
Product Code Sand1
Getting Started With SellerDeck EPOS 9
Description Chicken Sandwich
Barcode Either scan a different product, or enter a
unique code manually, e.g. 53
Sell Price 1.99
Opening Stock 20
Product 2
Product Code SD1
Description Soft Drink
Barcode Either scan a different product, or enter a
unique code manually, e.g. 109
Sell Price 1.29
Opening Stock 20
Product 3
Product Code CrispRS
Description Ready Salted Crisps
Barcode Either scan a different product, or enter a
unique code manually, e.g. 121
Sell Price 0.50
Opening Stock 20
Product 4
Product Code CrispBC
Description Bacon Crisps
Barcode Either scan a different product, or enter a
unique code manually, e.g. 154
Sell Price 0.50
Opening Stock 20
Note: You can use the 'Sales Tax Code' field to select the correct tax treatment for the product being
entered.
Getting Started With SellerDeck EPOS 10
Using the Product Lookup The 'lookup' button on the 'Product File…' window is used to search for products stored within the
product file. You can enter complete product names, partial product names or product code numbers.
1. Go to 'Product File | Product File' then click on the 'lookup' button to display the 'Lookup
Product…' window.
2. In the 'Search for…' box enter 'Salt' (without the '') and click 'Lookup'.
3. If you have followed the 'Adding Products' section on page 7 then you should see the 'Ready
Salted' and 'Salt & Vinegar' crisp products.
4. You can access the product details of the 'Salt & Vinegar crisps' by highlighting it in the list and
clicking 'OK'.
Note: You can also search for just product code numbers. Simply tick the 'Code' checkbox on the
'Lookup Product' form and enter the code you want to find.
Your search string can only contain letters and numbers, characters such as & and % cannot be used.
Adding an Additional Barcode to an Existing Product From time to time bar codes may change, or perhaps your supplier will run a promotion offering 20%
free on a particular line – it is not unusual for these promotional products to have different bar codes
to the original item. In this exercise an additional barcode will be added to the 'Bacon Crisps' product.
1. Make sure you are in the 'Product File...' window and use the 'lookup' to locate the 'Bacon
crisps' product – search for 'Bacon'.
2. Once the 'Bacon Crisps ' appear in the 'Product File...' window, click the 'Add Barcode' button.
The 'Add New Barcode' window will appear.
3. Either scan or enter a unique number into the 'Barcode' field.
Getting Started With SellerDeck EPOS 11
4. Enter '0.50' into the 'Region 1' field.
5. Click 'OK' to save the changes to the database.
Deleting a Product On occasions you may wish to delete a product if it is no longer stocked in store.
1. Make sure you are in the 'Product File...' screen and use the 'lookup' button to search for the
'Bacon Crisps' – use the word 'Bacon' in the search (without the ').
2. Once the 'Bacon Crisps' are displayed in the 'Product File' screen, click the 'Delete' button and
click 'Yes' to the 'Delete this Product' warning.
Importing Products It is possible to import a batch of products all in one go from a text file. See the ‘Importing Products’
section within the main help for details.
Adding Epos Users
The following exercises will guide you through adding users to the system. When adding users you
need to think about security. For example would you require a part time Sales Assistant to be able to
carry out refunds without authorisation or to make a petty cash payment?
Getting Started With SellerDeck EPOS 12
Adding a Sales User This exercise will guide you through creating a 'Sales User' with limited access to the system, i.e. they
will not be able to carry out refunds without authorisation.
1. Click the 'Users' button on the 'Main Menu', the 'Users…' window will appear.
2. Click on the 'Add' button. The 'Add a New User…' window will appear.
3. Enter a PIN number of '4321' into the 'User Code' field.
4. For the 'User Name' field enter 'Sales Assistant'.
5. For 'User Level' select 'Sales' from the drop down.
6. You can enter whatever you like into the remaining fields.
7. Click 'OK' on the 'Add a New User…' window, and then 'Close' on the 'Users…' window to
return to the 'Main Menu'.
Note: There are four user levels built into the system, these are:
• Sales User
• Supervisor
• Manager
• SuperUser
To setup a user with 'Supervisor' privileges would be the same as the exercise above, except
you would select 'Supervisor' from the 'User Level' drop down in the 'Add a New User' window.
The level of access to the system that each of these 'User Levels' has available to them in set in the
'Setup | System Security' menu if you want to override the defaults.
Getting Started With SellerDeck EPOS 13
Changing User Codes From time to time, it may be necessary to change PIN numbers if they become discovered or if a
member of staff forgets their number.
Note: It is recommended that the user codes are not changed until this guide is completed. Failure to
observe this may result in confusion when following the exercises.
1. Click the 'Users' button on the 'Main Menu.
2. Highlight the user '1234' on the left.
3. Change the 'User Code' to be whatever you want.
Note: It is very important that you do not forget the 'SuperUser' PIN, else you will not be able to
access any of the till setup features.
Getting Started With SellerDeck EPOS 14
The Sales Screen
The 'Sales Screen' is probably where you or your cashiers will spend most of their time in
SellerDeck EPOS. It can be operated with a standard PC or EPOS keyboard. The 'Sales Screen' is also
fully Touch Screen compatible so it can be used with Touch Screen Tills that are recommended for
use with SellerDeck EPOS.
Making a Simple Sale In this section, you will complete a simple sale.
1. If you are logged in, select the 'Log off' button on the 'Main Menu'.
2. Enter the number '4321' into the 'System Logon' window. This will log you in as the user you
created earlier. If a mistake is made when entering the number, simply click the 'Cancel'
button. SellerDeck EPOS will then clear the field and you can reenter the PIN number.
3. The 'Main Menu' will now appear, click on the 'Sales' button to enter the 'Sales Screen'.
4. Scan the product that you used to enter the crisps earlier. If you do not have a scanner, enter
'1111'. The 'Salt & Vinegar Crisps' will appear.
Note: If you make a mistake when entering the product code, you will be displayed a red screen. To
clear the 'RedScreen' either press [F10] or select the 'Menu' button, then choose 'Cancel - RedScreen'
from the list and select 'OK'. You can then re-enter the item.
Getting Started With SellerDeck EPOS 15
5. Select the 'Pay' button, the 'Tender…' window will appear.
6. Select 'Cash', then enter an amount of '10.00'.
7. The system will then display '9.50' as the amount of change to give to the customer. If you
have a cash drawer installed, this will open.
Note: To sell multiple products, i.e. a bag of crisps and a drink, simply scan them (or enter their code
numbers), one after each other, and when you have finished select 'Tender'. It is also possible to split
the total between multiple 'Tender Types'. To do this select one of the tender options, i.e. 'Card' then
enter the amount for this Tender, select the next 'Tender' type, and repeat the process until the total
amount for the sale has been collected.
If you intend to leave the till, it is worth clicking the 'Log Off' button to return to the 'Login' screen.
Also note that whilst you are in the sales screen, you cannot access the menu items across the top of
the SellerDeck EPOS window.
The Sales Menu The 'Menu' button on the 'Sales Screen' provides access to some of the more advanced features that
are available. The 'Sales Menu' can also be activated by pressing 'F10' on a keyboard.
A list of the more common features within the 'Sales Menu' is provided below:
• Cancel 'Redscreen' – by default the system will display a 'Redscreen' if an unrecognised
product code is entered. It prevents the sales from being completed until the 'Redscreen' has
been cancelled.
Getting Started With SellerDeck EPOS 16
• Change Price of an Item – This allows a user to override the price of a product, for example if
the packaging is damaged. By default a 'Sales User' would need a 'Supervisor' or 'Manager' to
enter their PIN to activate this feature.
• X Read and Z Reads – These functions allow you to display or print a total for the takings up
until the point you take the read. The Z read also allows you to reset the totals to zero.
The following exercises demonstrate some of the items within the 'Sales Menu'.
Multiple Quantities of the Same Product Sometimes a customer may want more than one of the same product. In this exercise you will learn
how to achieve this without having to scan the same product multiple times.
1. Make sure you are in the 'Sales Screen'.
2. As before in the 'Making a Simple Sale' section scan or enter the code of the 'Salt & Vinegar
Crisps'.
3. Select the 'Qnty' button. The 'Change Quantity…' window will appear.
4. Enter a quantity of '10' into the 'Qnty' field and select 'OK'. You should now see 10 bags of
crisps totalling £5.00.
5. You can complete the sale by selecting 'Pay' and then choosing a 'Tender Type' of your choice.
Changing the Price of an Item In this exercise, you will change the price of an item that has been entered during a transaction. This
could be used when a product has damaged packaging for example.
1. If you are logged onto the system, log off then login as the sales user you created in the
'Adding a Sales User' section on page 12. If you followed the exercise to the letter, the PIN
will be '4321'.
2. Click the 'Sales' button to enter the 'Sales Screen'.
3. Scan or enter the 'Salt & Vinegar Crisps' product. Then enter this again so that there are two
items in the transaction.
Getting Started With SellerDeck EPOS 17
4. Select the 'Menu' button, the 'Sales Options…' window will appear.
5. Select the 'Change Price of an Item' option and select 'OK'.
6. The 'Login Screen' will appear asking for authorisation.
7. Enter the code '1234', the 'Change Price of an Item', will appear with the two bags of crisps
showing.
8. Highlight one of the lines by using the cursor keys (↑↓) and enter '0.25' into the 'New Price'
field, and click 'OK' to return to the 'Sales Screen'. The sale can now be completed as normal.
Completing a Refund This exercise will demonstrate how to carry out a refund with SellerDeck EPOS.
1. If you are logged onto the system, log off then login as '4321' - the sales user you created in
the 'Adding a Sales User' section on page 12.
2. Select the 'Sales' button to enter the 'Sales Screen'.
3. Enter the 'Sales Menu' by either pressing 'F10' or clicking the 'Menu' button.
Getting Started With SellerDeck EPOS 18
4. Select the 'Refund' button, the 'Login Screen' will appear requesting authorisation.
5. Enter the code of '1234', a 'Refund Next Item' warning will appear. Select 'Yes' to this.
6. Scan the 'Salt & Vinegar Crisps' product.
7. Select 'Pay', to display the 'Tender…' window.
8. Select 'Cash', then select 'Complete' to process the refund.
Note: By default, if you login as a 'SuperUser' you will not need to enter an authorisation code.
Parking a Sale SellerDeck EPOS allows you to save the details of a transaction and recall them later. This would be
useful if say your customer forgets an item and needs to go back and get it. You can serve the next
customer in line and recall that transaction at a later time.
Saving the Transaction
1. Login as the 'SuperUser' – code '1234'. Scan or enter a few items into the 'Sales Screen'.
2. Select the 'Menu' button to display the 'Sales Options' window.
3. Select 'Park Sale' and select 'OK'. The 'Park Sale Manager…' will appear..
4. Select the 'Park' button. SellerDeck EPOS will automatically assign an ID to the transaction,
select 'OK' to this.
5. Select 'Close' on the 'Park Sale Manager…'
Getting Started With SellerDeck EPOS 19
6. You can then make another sale, completely independent from the one you have just parked,
if you so wished.
Recalling the Transaction
1. On a blank 'Sales Screen', one with no transactions showing, select the 'Menu' button to bring
up the 'Sales Options' menu.
2. Highlight the 'Park Sale' option and select 'OK' to display the 'Park Sale Manager' with the
transaction you saved earlier.
3. Highlight the transaction, and select 'Recall'.
4. The parked transaction is now displayed in the 'Sales Screen' and you can carry on as if a
normal sale.
Checking the Takings Throughout the day you may want to keep an eye on your till takings. This exercise demonstrates how
this is achieved.
1. Log onto the system as the 'SuperUser', by default this is '1234'.
2. Enter the 'Sales Screen' window by clicking the 'Sales' button.
3. Select the 'Menu' button or press [F10] to display the 'Sales Options…' window.
4. From the list select 'X Read' and select 'OK' to display the 'X Read…' window.
5. If you have a receipt printer attached, click 'Print' on the 'X Read window' to produce a hard
copy.
Getting Started With SellerDeck EPOS 20
Printing the Takings and Clearing the Totals Clearing the totals is not dissimilar to the exercise above. The only difference is rather than selecting 'X
Read' from the 'Sales Options' window, select 'Z Read'. You can then click the 'Print' button to print the
totals, and you can select the 'Reset' button to reset the totals. If you need to take out the cash
drawer, select the 'Cash Drawer' button to open the drawer.
The Setup Menu
The 'Setup' menu is where you configure aspects of the till. The areas include:
• Adding and configuring users.
• Adding your company address details so they appear on printed receipts and purchase orders.
• Setting up 'Sales Screen Buttons'.
• Deciding what 'Tender Types' you wish to accept.
Note: All of the following exercises in this section require you to be logged in as the 'SuperUser' – login
code '1234'.
Initial Setup If you are still in the 'Sales Screen', click the 'Close' button to return to return to the 'Main Menu'. Go to
'Setup | This Till' and select the 'Till Setup' tab. This is where you enter details such as the amount of
float carried and the 'Denominations' that you want displayed on the 'Tender' screen.
It is possible to put the Till in training mode by checking the 'Training Mode' box. This feature is useful
for training new operators.
If you want the till to ask for a price when an item with a zero price is entered, check the 'Demand Price
if Retail is 0.00'.
Getting Started With SellerDeck EPOS 21
Providing Information to the Customer With SellerDeck Epos you can print either to a standard PC printer or to a thermal receipt printer. You
can also have the option of displaying product and price details to the customer through the use of a
customer pole display.
Go to 'Setup | This Till' and make sure the 'Printing' tab is selected. If you have a receipt printer, a pole
display and/or a cash drawer make sure that 'Epson Opos Available' is checked.
Providing Receipts If you want SellerDeck EPOS to automatically print a receipt each time a sale is made, then make sure
'Printing On' is checked. If this is not checked, an operator can still produce a receipt by hitting 'F5' on a
PC keyboard or 'Print' on an EPOS keyboard.
Note: If you do not want SellerDeck EPOS to print a receipt without prompting the operator each time
a sale is completed, uncheck 'A4 Invoice Printing On'.
Also remember to fill in your company address details. You may wish to change the 'Receipt /Invoice
Message Top' and 'Receipt /Invoice Message Bottom' fields to suit your needs, i.e. you may want to
mention any forthcoming promotions you may have.
Note: The address details will also appear on purchase orders.
Using the Customer Pole Display If you are using an 'Epson Opos' compatible pole display, go to 'Setup | This Till | Till Setup' and
ensure 'Customer Display Active' is checked. You may also want to change the 'Message Field'. This
message will scroll across the pole display when the till is not in use.
Getting Started With SellerDeck EPOS 22
Setting Up Sales Screen Buttons 'Sales Screen Buttons' can be used to speed up the sales process. They are also useful for
environments for where a scanner may not be in use, i.e. a bar or restaurant. It is possible to have a
list of 'Categories' into which the product buttons will reside. For example, you may want a category
button called (snacks), and when that button is pressed, the operator will see buttons for all the
crisps you have available to sell.
Setting Up Buttons for Categories
1. Go to 'Setup | Options'. The 'Setup Options' window will appear. Select the 'Sales Buttons'
tab.
2. In the second row of the table, (this is the one with the 'ButtonNo' set as '2' ), tick the 'Active'
checkbox.
3. Change the 'Function' drop down to read 'Category'.
4. In both the 'Description' and 'ButtonText' fields enter 'Snacks'.
5. Leave the 'BarCode' field as '2'.
6. In the 'Category' drop down select 'Snacks'.
7. Select 'Light Green' from the 'Back Colour' drop down, (you will need to scroll along the
window to see this).
Getting Started With SellerDeck EPOS 23
8. Leave all other fields as they are and click 'Close'.
Assigning a Sales Screen Button to a Product This exercise will assign our 'Salt & Vinegar Crisps' product a button and will place it into the 'Snacks'
Category button we created above.
1. Make sure you are in the 'Main Menu' and select the 'Products' button. The 'Products File…'
window will now appear.
2. Use the 'lookup' to locate the 'Salt & Vinegar Crisps' product – search for 'Vinegar'.
3. Check the 'Button Item' checkbox and enter 'Salt & Vinegar Crisps' into the 'Button Text' field.
You can click the small grey square next to the 'Button Text' field to preview your new button
if you wish.
4. Click 'Close' to return to the 'Main Menu'
You can test out your new buttons by going to the 'Sales' screen., then clicking on the 'Snacks' button
and then the 'Salt & Vinegar Crisps' button to add the product to the transaction.
Getting Started With SellerDeck EPOS 24
Amending Tender Types SellerDeck EPOS is preinstalled with a selection of 'Tender Types' that appear within the 'Tender
Screen' when taking a payment from a sale. These can be deactivated if not required. There are two
spare 'Tender Types' than can be amended for your own use.
Go to 'Setup | Options | Tender Types'. If you do want to disable a particular 'Tender Type', uncheck
the 'Active' field within the row that contains the 'Tender Type' you want to make inoperative.
If you want to change the wording on the 'Tender Screen' for any of the 'Tender Types', change the
wording in the 'Button Text' field.
Getting Started With SellerDeck EPOS 25
Note: Try to keep the text in the 'Button Text' field short, else it may not display correctly on the
button.
Notes about Chip and Pin SellerDeck EPOS is compatible with 'Chip and Pin' services, please see the Chip and Pin guide which is
available for download at http://community.sellerdeck.com/showthread.php?t=51548 for more
information.
Tax The tax codes that are used by SellerDeck EPOS can be located in 'Setup | Options | Accounting'. You
should not need to amend these for selling in the UK.
Getting Started With SellerDeck EPOS 26
Special Offers
With SellerDeck EPOS it is possible to give a range of discounts on the items that you sell, hopefully
encouraging your customers to spend more with you.
To complete the exercises within this section, login as the 'SuperUser', - PIN '1234'.
Quantity Discounts 'Quantity Discounts' are used when you want to offer 'Buy 3 bags of Salt & Vinegar crisps for £1' for
example.
1. Go to 'Product File | Promotions' and click 'Add'. Make sure you are not in the 'Product File…'
window prior to doing this.
2. Select 'Quantity Discount' from the drop down list box – not from the large list on the left as
this contains existing discounts that have been created as examples. Also make sure
'Promotion Active' is checked.
3. Go to the 'Promotion Name' field, enter '3 Crisps'. All promotions must have unique names.
4. Select the 'Receipt Text' field, then enter '3 Bags of Crisps for a £1 !'. It is recommended that
you keep the text quite short so it fits on the receipt. 40 characters maximum is the limit.
5. Leave the 'Start Date' and 'End Date' blank. These can be used if you want a promotion to
start and end on a certain date, that way promotions can be set up in advance and you don't
have to worry about forgetting to deactivate them.
6. In the top 'Quantity' field (The one with the '1' to the left of it), enter '3'. In the 'Retail' field
immediately to the right of it, enter '1.00'.
7. Click 'Save' and then 'Close'.
You are now ready to attach items to this promotion.
8. Select the 'Products' button from the 'Main Menu' or select 'Product File | Product File', the
'Product File…' window will appear.
Getting Started With SellerDeck EPOS 27
9. Use the 'lookup feature' to locate the 'Salt & Vinegar Crisps' product. The 'Salt & Vinegar
Crisps' details will now appear in the 'Product File…' window.
10. Use the 'Promotion' drop down to select the '3 Crisps' promotion you created earlier.
11. Click 'Save' then 'Close'.
You can now try this promotion by going to the 'Sales Screen' and buying 3 bags of 'Salt & Vinegar
Crisps'. When you select 'Pay', SellerDeck EPOS will show the discount.
When you have tested the promotion, go to 'Product File | Promotions' and delete the '3 Crisps'
promotion by selecting it in the list on the left select the 'Delete' button.
Multibuy Promotions 'Multibuy' promotions are used to give a discount on a range of products, for example 'buy any 2 from
a range of products and get them for £0.89'.
The following exercise will use the 'Ready Salted Crisps' and the 'Salt & Vinegar Crisps', products that
you setup in the 'Adding Products' section of this guide. If you have not done this, it is recommended
you go to page 7 and complete the exercise.
1. Go to 'Product File | Promotions' and select 'Add'. Make sure you are not in the 'Product
File…' window prior to doing this.
2. Select 'Multibuy' from the drop down list box – not from the large list on the left as this
contains existing discounts that have been created as an example.
3. Go to the 'Promotion Name' field, enter 'Save on Crisps'.
4. Enter 'Save on Crisps' into the 'Receipt Text' field.
5. Leave the 'Start Date' and 'End Date' fields blank.
6. In the top 'Quantity' field enter '2', in the 'Retail' field immediately to the right of this, enter
'0.89'.
Getting Started With SellerDeck EPOS 28
7. Click 'Save' and then 'Close'.
You are now ready to add the products that will form our 'Multibuy'.
8. Click the 'Products' button on the 'Main Menu', the 'Product File…' window will appear.
9. Use the 'lookup' function to Search for the 'Ready Salted Crisps' product and display that
product in the 'Product File…' window.
10. Use the 'Promotion' drop down to select the 'Save on Crisps' promotion and click 'Save'.
11. You will also need to assign the 'Salt & Vinegar Crisps' product to the promotion too. Use the
'lookup' button to enable you to locate them.
When you have completed the steps, go and buy the 'Multibuy' items to see the discount working
on the till by buying the crisp products.
When you have finished checking the discounts, go to 'Product File | Promotions' and delete the
'Save On Crisps' promotion.
Fixed Price Promotions 'Fixed Priced' promotions are used when you link several products types together as one group. For
instance take a 'Meal Deal'. You would need to buy a sandwich, soft drink and a bag of crisps to take
advantage of the promotion. You may have many different types of sandwiches, soft drinks and
crisps that someone could buy that would trigger the promotion.
This exercise will create a 'Meal Deal' promotion that charges a customer £2.50 when they buy any
sandwich, soft drink and a bag of crisps together.
1. Go to 'Product File | Promotions' and select 'Add'. Make sure you are not in the 'Product
File…' window prior to doing this.
Getting Started With SellerDeck EPOS 29
2. Select 'Fixed Price Deal' from the drop down list box.
3. Go to the 'Promotion Name' field and enter 'Meal Deal'.
4. In the 'Item 1' field, enter 'CrispSV' and click 'Set', then click 'OK' on the 'Note' dialogue.
You have to set at least one item as the primary product.
Note: The code that has to be entered into the 'Item 1' field is the 'Product Code' number. Remember
if you don't know the code, you can always use the 'lookup' feature described on page 9.
5. Enter 'Meal Deal' into the 'Receipt Text' field.
6. Leave the 'Start Date' and 'End Date' fields blank.
7. Select '3' in the 'Quantity' drop down and enter '2.50' in the 'Retail' box.
Note: You can have up to five types of item that can be added to the 'Fixed Price' promotion. As we
have '3' types of item – drink, sandwich and crisps then we select '3' in the 'Quantity' box.
8. Click 'Save', then 'Close' and then select the 'Products' button in the 'Main Menu' to
display the 'Product File…' window.
9. Use the 'lookup' to locate the 'Soft Drink' product.
10. In the 'Promotion' field select 'Meal Deal' and for the 'Promotion Item No' select '2' from
the drop down. Then select 'Save'. Group 2 will be all our drinks products.
11. Next locate the 'Ready Salted Crisps' product using the 'lookup' and again select the
'Promotion' to be 'Meal Deal' but select the 'Promotion Item No' to be '1'. Group 1 will
be all our crisp products.
Getting Started With SellerDeck EPOS 30
12. Next locate the 'Chicken Sandwich' product using the 'lookup' and again select the
'Promotion' to be 'Meal Deal' but select the 'Promotion Item No' to be '3'. Group 3 will
be all our sandwich products.
13. Click 'Save' and then 'Close'. Now test your promotion by scanning the various items in
the 'Sales Screen'.
Individual Product Promotions From time to time, you may wish to reduce a particular item.
1. Make sure you are in the 'Product File...' window and 'lookup' the 'Salt & Vinegar
Crisps' product.
2. Once the 'Salt & Vinegar Crisps' product is displayed in the 'Product File...' window
enter '0.25' into the 'Promo Price' field and click 'Save' and 'Close'.
Now go to the sales screen and try buying the 'Salt & Vinegar Crisps' product.
Stock Control and Ordering
With SellerDeck EPOS it is possible to monitor your stock and place orders. You can set minimum stock
quantities, which will help you source the correct amount when placing orders with suppliers. Each
time you sell an item, SellerDeck EPOS will automatically decrement the stock
You will need to be logged in as the 'SuperUser' (PIN no 1234) in order to complete the exercises in this
section.
Getting Started With SellerDeck EPOS 31
Assigning Stock Quantities to Products 1. Go to 'Product File | Product File' and use the lookup to locate the 'Salt & Vinegar Crisps'
product (code 'CrispSV').
2. Set the 'Minimum Stock level' to '24' and the 'Packs to Reorder' to '0'.
3. Enter a 'Stock Level' of '0' to simulate there being none in stock.
4. Click 'Save' and then 'Close' to return to the 'Main Menu'.
Notes: If you leave the 'Packs to Reorder level at '0', then SellerDeck Epos will try and order stock up to
the level you set in Minimum Stock Quantity. If you have 6 in stock of an item with a 'Minimum Stock
Level' of '7' and a Pack Quantity of '12', then SellerDeck EPOS will order 12.
Creating the Order – Stock Replenishment This exercise will now create an order with the supplier for our 'Salt & Vinegar Crisps' product by using
the 'Stock Replenishment' facility. This is where SellerDeck EPOS analyses the minimum stock
quantities for each product for a chosen supplier and creates orders for products if they have fallen
below their minimum stock quantity.
1. Go to 'Ordering | Ordering' or click the 'Orders' button on the 'Main Menu', the 'Create
Purchase Order…' window will appear.
2. Select 'Acme Snacks Company' from the 'Suppliers' drop down and click on the 'Select Stock
Replenishment' tab.
3. Check the 'Filter by Supplier' checkbox, you will be returned to the 'Header' tab'. You will see
the 'Acme Snacks Company details' still detailed. Switch back to the 'Stock Replenishment'
tab. You should see the 'Salt & Vinegar Crisps' product.
4. Click the 'Select All' button - all the products in that window will now be highlighted.
5. Next select the 'Order Items' button, and click 'OK' on the 'These items have been added to
your order' dialogue.
Getting Started With SellerDeck EPOS 32
6. Click the 'Print' button to print and then select 'Purchase Order'. You will see a preview of the
purchase order, with the 'Salt & Vinegar' crisps detailed.
7. Close the preview by clicking the 'x' displayed below.
8. Now click 'Save' to save the order details, click 'Yes' to the 'Save Order' dialogue.
9. Click 'Close' to return to the 'Main Menu'.
Receiving the Goods This exercise will simulate receiving the order and booking in to stock from the order that was created
earlier.
1. Go to 'Ordering | Stock In' or click the 'Stock In' button on the 'Main Menu', the 'Stock In…'
window will appear.
2. Click the 'Orders' button to and click 'Yes' to the 'Warning' dialogue, you should now see your
order.
3. Click the little '+' on the far left of your order to expand it and see the individual line items.
4. Click the 'Book In' button and select 'Yes' to the 'Import' dialogue.
5. The individual order lines will now appear. Place the cursor in the 'Qnty Rec'd' field and press
the down arrow '↓'. This will automatically set the Quantity Received to be the same as the
Quantity Ordered.
Getting Started With SellerDeck EPOS 33
Note: It is also possible to enter a quantity in the 'Qnty Rec'd field. For example you may be two short
of a particular line item requiring you to manually input the quantity rather than using the '↓'.
6. Click the 'Book In' button, select 'Yes' to the dialogue that appears.
7. Click 'Close' to return to the 'Main Menu'.
8. You can go to 'Product File | Product File' to check the stock quantity for the 'Salt & Vinegar
Crisps', it should have now changed from '0' to '24'.
Manual Ordering It is also possible to place orders ad-hoc without using stock replenishment. In the following exercise
we will assume that you are running a promotion on the 'Salt & Vinegar' crisps and wanted to order
extra stock to cover the demand.
1. Go to 'Ordering | Ordering' to open the 'Create Purchase Order…' window.
2. Click the 'Lookup' button, the 'Lookup Item' window will appear.
3. In the 'Lookup Product Code' field, enter 'CrispSV' and press [Enter]. The 'Salt & Vinegar Crisp'
details will appear.
Note: If you do not know the product code, you can use the 'Lookup' button.
4. Enter '2' into the 'Packs Required' field.
5. Click the 'Add' button and then 'Close'.
6. To view the order details, click on the 'View Order Details' tab (not the 'View Orders'
button) on the 'Create Purchase Order…' window.
Getting Started With SellerDeck EPOS 34
7. Click on the 'Save' button and then click 'Yes' to the 'Confirm Save as Local Order' dialogue.
8. You can then book in the stock if you wish.
Getting Started With SellerDeck EPOS 35
Regular Customers
SellerDeck Epos allows you to input customer details into the system. These customers can then be
provided with Credit limits if you so wish.
You will need to be logged in as the SuperUser (PIN 1234) for all the exercises within this section.
Adding a New Customer In this exercise, we will add a new customer and provide them with a credit limit of £200.00 to spend
instore.
1. Make sure you are in the 'Main Menu' and click the 'Customers' button. The 'Customer
Record...' window will appear.
2. Click the 'Add' button to display the 'Add a New Customer...' window. Make sure the 'Invoice'
tab is selected.
3. Enter any details you like and press 'Save'.
4. You will be returned to the 'Customer Record...' window. Make sure you select the customer
you have just entered on the left, and enter '200.00' into the 'Credit Limit' field, select 'Save'
and then click 'Close' to return to the 'Main Menu'.
Selling to a Regular Customer We will now make a sale to the customer we created in the previous exercise and will put the
payment on their account.
1. Go to the 'Sales Screen' and sell any items you wish, but make sure they total less than £200.00.
2. Click 'Pay' to display the 'Tender' options
3. Click the 'Cust' button. The 'Customer Lookup...' window will appear. Enter the name of the
customer you created previously, highlight it is the list and click 'OK'. You will now see the
Getting Started With SellerDeck EPOS 36
customer name appear at the top of the 'Sales Screen' with their balance details displayed at the
bottom left.
Note: If the customer's name is displayed in red rather than green, they are not within their credit
limit.
4. Click the 'Accnt' button and then click 'Complete' to finish the transaction.
Making a Payment into a Customer Account If you have customers who pay by account, it will be necessary for them to have the ability to pay
funds into their accounts. In this exercise we will pay a sum of £100.00 into the account of the
customer we created earlier.
1. Make sure you are in the 'Sales Screen' and select the 'Menu' button to display the 'Sales
Options...' window.
2. Select 'Payment on Account' and click 'OK'. The 'Customer Payment on Account...' window will
be displayed.
3. Using the 'Customer' drop down list, select the customer you entered earlier on page
37.
4. Leave the 'Payment Method' as 'Cash' and enter '100.00'.
Getting Started With SellerDeck EPOS 37
5. Click 'OK' to make the payment into the customer's account and complete the transaction.
Getting Started With SellerDeck EPOS 38
Reports
Reports in SellerDeck EPOS A comprehensive list of reports is built into SellerDeck EPOS. These can be accessed by going to
'Reports | Reports Switchboard'. Make sure you are logged in as the 'SuperUser', PIN '1234'.
The reports are split into categories that can be accessed by clicking one of the tabs at the top of the
'Reports Menu…' window.
Click the grey box with the arrow in it next to the report you wish to view, then click the 'View button'.
The 'Select a Start & End Date' window will appear.
Getting Started With SellerDeck EPOS 39
Select the dates that you wish to view, then select to either 'Preview', print a hard copy, or save to a
file then click 'OK' when you have made your selection.
Note: Many of the reports will not show the days transactions until a 'z read' has been carried out.
Getting Started With SellerDeck EPOS 40
Backing Up Your Data
Creating a Backup It is important that you make regular backups of your data in the event that it becomes corrupted or
the PC fails. SellerDeck recommend that you backup to a location other than the PC, i.e. backup to a
CD or a USB pen etc.
To run the backup, login as the 'SuperUser' – PIN '1234' and go to 'Data | Backup', the 'Backup…'
window will appear.
You can provide the backup with a meaningful name and can use the 'Browse' button to select a
suitable location.
Restoring from a Previous Backup To restore from a backup, login as the 'SuperUser' - PIN '1234' and select 'Data | Restore'.
Browse to where the backup is located, select the backup file and then click 'Restore Now'.
After the restore is complete, it is recommended you close SellerDeck EPOS and restart.
SellerDeck EPOS Link
Integration with SellerDeck Business
Getting Started With SellerDeck EPOS 42
Integration with SellerDeck
Business
SellerDeck EPOS Link Introduction SellerDeck Business and Business Plus, (referred to as 'SellerDeck Business' in the remainder of this
guide), have the ability to connect to SellerDeck EPOS. Note that this facility is not available in
SellerDeck EPOS Solo. Please also note that not all features are available in SellerDeck version 8.
There are several elements to this connection:
• Stock levels are shared between the two applications in real time,
so the stock levels on the website and within your retail premises
(your EPOS branch database) are kept in synch.
• Prices can be updated within SellerDeck EPOS and transferred into
SellerDeck (from the EPOS branch database) with a single button
click.
• Product details can be transferred from SellerDeck to SellerDeck
EPOS (to the Head Office database).
• Products can also be transferred from SellerDeck EPOS to
SellerDeck Business.
• Details of orders can be transferred into SellerDeck EPOS, where
they are kept in a common order history – useful for stock
monitoring and re-ordering.
To activate the link to SellerDeck EPOS, go to 'Settings | Business Settings | Options' in SellerDeck
Business, and select the checkbox labeled 'SellerDeck EPOS Link' within the 'Access on this PC' area.
This creates a new menu on the main SellerDeck menu bar called 'SellerDeck EPOS Link'.
It contains the following five options:
• Configuration – for the basic setup of the connection to SellerDeck
EPOS – see “SellerDeck EPOS Link Configuration” on page 46.
Getting Started With SellerDeck EPOS 43
• Transfer Product Data to SellerDeck EPOS – where you can setup
the transfer of products from SellerDeck into SellerDeck EPOS.
Your connection to SellerDeck EPOS has to be configured before
this option will work. See “Transferring Products to SellerDeck
EPOS” on page 48.
• Reset SellerDeck EPOS Stock Levels - use this to change all the
stock levels in SellerDeck EPOS to be the same as the stock levels
in SellerDeck. In order for this option to be available, 'Manage
Stock In SellerDeck EPOS' must be deselected within the
'Configuration' window. See “Using SellerDeck EPOS Link Day-To-
Day” on page 52.
• Refresh Prices from SellerDeck EPOS – updates SellerDeck with all
the latest price changes from SellerDeck EPOS. In order for this
option to be available, 'Maintain Base Price In SellerDeck EPOS'
must be selected within the 'Configuration' window. See “Using
SellerDeck EPOS Link Day-To-Day” on page 52.
• Transfer Tax Settings to EPOS – you need to run this option before
you transfer product data or order from SellerDeck EPOS to
SellerDeck. You will only need to do this once – the only time you
ever have to do it is if you change your tax settings in SellerDeck.
Please note that this feature is not available in version 8, you
should check that your tax settings in SellerDeck EPOS match
those in SellerDeck Business.
SellerDeck EPOS Link Configuration The 'Configuration' option in the 'SellerDeck EPOS Link' menu is used to set up the connection to
SellerDeck EPOS and configure how the connection is going to take place.
The 'Communication Settings' area contains the following options:
Setting Description
SellerDeck Epos Branch
Server In this field, you need to enter the server
name of the computer that contains the EPOS
Link server for this branch. Usually, you
would enter an IP address of a computer in
here.
Getting Started With SellerDeck EPOS 44
Branch Port Enter the number of the port used for
communicating with the EPOS Link server.
You can generally leave this as '4370' unless
you know there is another application using
this port.
Branch is also Head
Office If this branch is also the 'head office' of your
SellerDeck EPOS system, then select this box.
This will be ticked if you are using SellerDeck
EPOS Solo.
SellerDeck Epos Head Office Server
If your 'head office' for your EPOS system is in
a different location, you need to enter the IP
address of the EPOS Link server in this field.
Head Office Port Enter the number of the port used for
communicating with the EPOS Link server at
the head office. You can generally leave this
as '4370' unless you know there is another
application using this port.
Test Connection Click this button to check that you have
entered the correct details for the server(s)
and port(s).
The 'Integration Settings' area at the bottom of the window contains the following options:
Setting Description
Manage Stock in
SellerDeck Epos Select this box if you would like to manage
stock levels in your SellerDeck EPOS system. This means that SellerDeck Ecommerce will
always look at SellerDeck EPOS for the stock levels of
your shared products, rather than looking within its own database. The stock fields in SellerDeck Ecommerce will be shaded according to status:
Green = Branch database accessible and product exists in EPOS.
Yellow = Branch database accessible but
product does not exist in EPOS Red =
Branch database inaccessible
Maintain Base Price in
SellerDeck Epos Select this box if you want to control all the
base (retail) prices for your products in
SellerDeck EPOS. If you do this, SellerDeck will
always overwrite prices held within SellerDeck
Ecommerce with the price information from
SellerDeck EPOS.
Price field dropdown list. If you are using EPOS to control prices, you
need to state which SellerDeck EPOS price field
will become the base retail price for your
shared products in SellerDeck Ecommerce.
Getting Started With SellerDeck EPOS 45
Transfer Completed Orders to SellerDeck EPOS
With this option selected, every time an order is marked as 'Complete', the details can then be imported into SellerDeck EPOS.
This facility is not available in SellerDeck
version 8.
Using EPOS Link in Multi-User Mode If you are using EPOS Link with Business Plus or SellerDeck Enterprise, then you will have multiple
copies of SellerDeck all connecting to the same SellerDeck EPOS Server.
You need to make sure of two things:
1. The computer that has the EPOS Link server running on it must
have a fixed IP address, and this is the address that you enter into
the 'Configuration' screen, above. It will not work with dynamic IP
addresses.
2. You must only install one EPOS Link Server on your network –
even if you have multiple copies of SellerDeck EPOS. Only one
EPOS Link Server is required for all copies of SellerDeck to be able
to communicate with your SellerDeck EPOS data.
Transferring Products to SellerDeck EPOS Once you have established the connection with your copy of SellerDeck EPOS (see
“SellerDeck EPOS Link Configuration” on page 46 for more details) you can then set up how you are
going to transfer products from your copy of SellerDeck Ecommerce to your copy of SellerDeck
EPOS.
This is done within the 'Transfer Product Data to SellerDeck EPOS' menu option.
The fields within the 'General' tab are explained below:
Setting Description
Transfer Products
All Select this box if you would like to
transfer all your current products to
your SellerDeck EPOS system. If you
don't want to transfer a particular
product, you can de-select the
'Share with SellerDeck EPOS'
checkbox on the 'General' tab of the
product.
Changes Since Last Transfer If you have transferred products to
EPOS before, then you can select
this option to only transfer product
details that have changed since last
transferring products.
Getting Started With SellerDeck EPOS 46
Transfer Deletions Select this box to delete any
products in EPOS that have been
deleted within SellerDeck
Ecommerce.
Overwrite Epos Products Select this box if you want to
overwrite any changes that you
might have made to product details
within SellerDeck EPOS.
Transfer Data Fields
Product Description Include the short description of the
product in the transfer. This will go
into the 'Description' field in
SellerDeck EPOS.
Product Full Description Include the full description of the
product in the transfer.
Barcode Every product record within EPOS
can have one or more barcodes. If
the barcode field for a product is
blank, the product reference will be
transferred instead. If the barcode
field for a permutation is blank, the
permutation details won't be taken
into EPOS.
Barcode Description If the barcode being transferred
belongs to a product, the product
name will be used as the barcode
description. If the barcode belongs
to a
permutation, then the permutation
details (attribute names and choice
names) will be used as the barcode
description.
Price Select this box to transfer the
product prices into EPOS. You will
need to state how your customer
groups correspond to the different
SellerDeck EPOS prices within the
'Prices' tab. If this box is grayed-out,
it is because you have stated you
wish to maintain prices in EPOS
within the 'Configuration' screen.
Stock Level Select this box to transfer the
product stock levels into EPOS. If
this box is grayed-out, it is because
you have stated you wish to
maintain stock levels in EPOS within
the 'Configuration' screen.
Image Filename Select this box if you want the main
product image name to be
transferred to EPOS.
Getting Started With SellerDeck EPOS 47
Large Image Filename Select this box if you want the large
image name (from the 'Extended
Information' tab) to be transferred
to EPOS.
Product Sales Tax Code Select this box to transfer your tax
codes into EPOS. You will need to
state how your SellerDeck tax
statuses correspond to the different
SellerDeck EPOS tax codes within
the 'Tax Code Mapping' tab.
Product Categories Select this box to transfer your
product categorization into
SellerDeck EPOS. There are two
methods of doing this.
Section Hierarchy If you select this option, the structure of sections and
subsections in your store will be used to create the categories in
EPOS. Note that SellerDeck EPOS can only support 4 levels of
categories. SellerDeck EPOS Link will concatenate your sections within
the 'Category 3' field of the 'Product File' window in
SellerDeck EPOS if you are
exporting products that are in
sections more than 4 deep.
Content Categories If you select this option, the content
categories you have set up for your
products will be used to create the
categories in
EPOS.
Prices & Tax Codes Once you have set up which product fields you want to transfer, you then need to set up how you
want all your customer group pricing and tax codes to map to the SellerDeck EPOS fields.
Within the 'Tax Code Mapping' tab, you will see a list of all the different tax rates that you have set
up within SellerDeck (see SellerDeck Business's main help for more details on tax rates). You will
need to map each of these to the tax codes within SellerDeck EPOS.
Getting Started With SellerDeck EPOS 48
SellerDeck EPOS contains a 'Standard', 'Exempt' and 'Zero-Rated' tax code already. You may need to
map the 'Custom' tax rate to a tax code if you are using it – probably 'Standard'.
Within the 'Prices' tab, you will see a list of the 15 different price fields that are within SellerDeck
EPOS.
Within the 'Source' column, you will be able to select a customer group price (see SellerDeck
Business's main help for more details on customer groups) to transfer to each EPOS Price field. For
most of them, you might just choose to leave them set to 'Do Not Transfer' – but if you are
transferring prices, you must at least have one field set to 'Retail'.
When you are ready to transfer your SellerDeck Ecommerce products into SellerDeck EPOS, click the
'Transfer' button.
Getting Started With SellerDeck EPOS 49
Using SellerDeck EPOS Link Day-To-Day
Updating Stock Levels If you have got 'Manage Stock in SellerDeck EPOS' selected within the 'Configuration' screen (see
“SellerDeck EPOS Link Configuration” on page 46) then the 'Estimated Stock In Hand' fields of your
products (within the 'Stock' panel) will be shaded with a colour.
Now, whenever a stock level changes in SellerDeck EPOS, the new stock level will be updated within
SellerDeck Ecommerce. Similarly, whenever an order is received within SellerDeck Ecommerce, and
the stock levels of the ordered products go down, SellerDeck EPOS will be updated.
If you do not have 'Manage Stock in SellerDeck EPOS' selected within the 'Configuration' screen,
then you have the option to select 'SellerDeck EPOS Link | Reset SellerDeck EPOS Stock Levels'. This
will update SellerDeck EPOS with just the changes to the stock levels from SellerDeck.
Updating Prices from SellerDeck EPOS To update SellerDeck with the latest prices from SellerDeck EPOS, you can select 'SellerDeck EPOS
Link | Refresh Prices from SellerDeck EPOS'.
This will not be enabled if you have not selected 'Maintain Base Price in SellerDeck EPOS' within the
'Configuration' screen.
Updating SellerDeck EPOS with New and Changed Products The first time you transfer products from SellerDeck Ecommerce to SellerDeck EPOS you will
probably have 'All' selected within the 'General' tab of the 'Transfer Product Data' window.
From now on, you can select 'Changes Since Last Transfer' instead of 'All' and then whenever you
click the 'Transfer' button, only the new products changes will be passed to SellerDeck EPOS.
Transferring Completed Orders Completed orders can be transferred from SellerDeck Business (and Business Plus) to SellerDeck
EPOS. See page 57 for more information.
Exporting Products from SellerDeck EPOS
Overview It is also possible to transfer products from SellerDeck EPOS into SellerDeck Business. This is useful if
you already have a product database setup in EPOS and want to copy your products into SellerDeck
Business.
Preparing your Data for Transfer SellerDeck EPOS provides you with the choice to include or exclude products in the transfer. There
are two ways in which to do this within SellerDeck EPOS.
Getting Started With SellerDeck EPOS 50
Method 1
1. Click on the 'Products' button to open the 'Product File…' window, and then locate the
product you wish to transfer.
2. Tick the 'Export to Web' checkbox then click 'Save'.
3. Click 'Close' on the 'Product File..' window.
Method 2
1. Go to the 'Data' menu and choose 'Select Products to Export to Ecommerce'.
2. Tick the 'Export' Checkbox for the products you wish to transfer to SellerDeck Business.
Getting Started With SellerDeck EPOS 51
Creating the Export File Once the products have been marked for transfer, you can then create the import file ready for
SellerDeck Ecommerce.
If this is the first time that you have transferred products from SellerDeck EPOS to SellerDeck
Business, you need to transfer the tax settings from SellerDeck Business to SellerDeck EPOS.
1. In SellerDeck Business, go to 'SellerDeck EPOS Link | Transfer Tax Settings to EPOS'
2. Click 'Yes' to the tax code information dialogue.
Note: If you subsequently change your tax settings after transferring them to EPOS, you should run
the tax transfer again.
3. Back in SellerDeck EPOS, go to 'Data | Export Product Data To SellerDeck Ecommerce', to
display the export choices window. The description of the fields is shown in the table below:
Setting Description
Name of Export file This field can be used in
conjunction with the 'Browse'
button and will contain the name
and path of the file to be exported.
Price to Export Select the price field which
contains the prices you wish to
export to SellerDeck Business.
Category Export Options If you wish for all of the products to go into the top level of your
store (the first store page) select 'Top Level Category'. If you wish to create
sections and subsections based
upon the product categories set in
EPOS, select 'All levels of
Categories'.
Export Tax Exclusive Prices If you have SellerDeck Business set
to enter products in 'Tax Exclusive'
mode, in version 9 check this box.
Version 8 users should check this
box as it does not support tax
inclusive pricing. For more
information on Tax settings, go to
the 'Tax Overview' section in
SellerDeck Business's main help.
Mapping EPOS Taxes to
ECommerce Taxes You should map your SellerDeck EPOS tax codes to
SellerDeck Business's tax codes
using this grid.
4. Once you have setup the options as required, click the 'Browse' button, enter a file name,
click 'Save' then click 'Export' to create the export file.
Getting Started With SellerDeck EPOS 52
Importing the Data into SellerDeck Business/Designer This section deals with importing SellerDeck Epos's export file. The following steps are carried out
within SellerDeck Business.
Note: If you have filled in the 'Image' field in the 'Details' tab of a product, you will need to copy the
images into the root of the 'Site' folder within SellerDeck Business. The default path
will be something like 'C:\Documents and Settings\Administrator\SellerDeck v11\Sites\*SiteName*'
where '*SiteName' is the name of your site.
1. Go to 'Settings | Business Settings | Options' and uncheck 'Auto Generate Product
References' to ensure your reference numbers are created correctly within SellerDeck
Ecommerce. Click 'OK' when done.
2. Go to 'File | Import'.
3. The 'Import Wizard' will start, select 'Hierarchical Import' and click 'Next' to display the next
screen.
The settings are displayed below:
Setting Description
Do you wish to replace or
update your existing data? If you wish to update your existing
products and sections, select
'Update'. If you wish to replace all
of the catalog with the contents of
the import file, select 'Replace'.
What type of file do you wish to
import? This is always set as 'Text- Comma Delimited' for EPOS import
files.
Getting Started With SellerDeck EPOS 53
What character set was used to
create the file? This is always set to 'ANSI
(Windows)' for EPOS import files.
4. Click 'Next >' to display the 'Mapping Screen'.
5. All of the fields on the left should be marked with a blue tick, meaning SellerDeck
Ecommerce has automatically mapped the fields to be imported correctly.
Note: If there are any red question marks, you will need to map these fields manually. See the main
help within SellerDeck Ecommerce for more information on importing.
6. Click 'Next >' on the mapping screen to display the 'Error reporting' window.
7. It is recommended that you create an error log when prompted. Products with missing
images etc will be reported here.
8. When done click 'Finish' to begin the import process, a warning regarding decimal places in
prices will appear. SellerDeck EPOS has already dealt with this for you, so click 'Yes' to this.
9. Once the import is complete, click 'OK' on the 'Importing new Catalog' dialogue. You can now
view your products in SellerDeck Ecommerce.
Importing and Viewing Orders from SellerDeck
Business
Importing Orders into EPOS If you have setup SellerDeck Business to transfer orders to EPOS, they can be viewed in SellerDeck
EPOS. See Transferring Completed Orders on page 52 for a description.
1. Once the order or orders are completed in SellerDeck Business, go to 'Data | Import
Ecommerce Orders' in SellerDeck EPOS.
2. Switch to the 'Map Tax Codes' tab and check your tax codes are correct. If they are not, it is
recommended that you go back into SellerDeck Business, go to 'SellerDeck EPOS Link |
Transfer Tax Settings to SellerDeck EPOS'. You can the go back to the 'Map Tax Codes' tab in
EPOS and recheck the settings. If required, you can map the tax codes from here. You should
Getting Started With SellerDeck EPOS 54
only need to do this the first time you transfer an order, or if you later change your tax
settings in SellerDeck Business or SellerDeck EPOS.
3. Click the 'Import' button to import any orders. The dialogue will show a summary of the
import once complete.
Viewing Orders in EPOS
1. In SellerDeck EPOS, go to 'Data | Transactions'
2. Click on the 'EC Orders' tab, you will see the orders imported from SellerDeck Business along
with their original SellerDeck Business order numbers.
3. To view the contents of the orders, click the small '+' next to the order you are interested in
to expand it.
Note: When you import orders from SellerDeck Business into EPOS, it creates a customer within
EPOS. The customer can be viewed by clicking the 'Customers' button within the EPOS 'Main menu'.
You can view a specific customer's purchases by selecting the customer from the list on the left, and
clicking the 'Purchases' tab.
Appendices
Appendix 1 – Making a Sale
Getting Started With SellerDeck EPOS 60
Appendix 2 – Troubleshooting
Problem:
My Microsoft Access databases do not start correctly since SellerDeck EPOS was installed.
Explanation:
Right click on the database you are trying to open, select 'Open With' and select 'Microsoft Office
Access'.
Problem:
Both SellerDeck EPOS and SellerDeck Business are installed on the same Vista / Windows 7 PC, but I
am receiving errors about not being able to connect to the branch server Explanation
Rather than using 'localhost' in the 'SellerDeck EPOS Branch Server' field, use 127.0.0.1
Getting Started With SellerDeck EPOS 61