Vposlite2 Front End Operation Manual
Short Description
This guide will help you set up the VPOSLITE2 POS terminals for use in a store. Please take some time to read through th...
Description
Front End Operational Manual Release Date: August 2014
Front End Operational Manual
Table of Contents Declaration ...................................................................................................................................... 3 Product Info & Licensing ................................................................................................................ 4 Installation Process .......................................................................................................................... 6 Log In .............................................................................................................................................. 7 Start New Business Day .................................................................................................................. 9 Opening Float ................................................................................................................................ 10 Understand your POS screen ......................................................................................................... 12 Scanning a new Items .................................................................................................................... 17 Voiding a saved Items ................................................................................................................... 18 Adding item remark....................................................................................................................... 19 Apply item discount ...................................................................................................................... 20 Price override ................................................................................................................................ 21 FOC item ....................................................................................................................................... 22 Refund item ................................................................................................................................... 24 Holding Bill ................................................................................................................................... 25 Recall a Bill ................................................................................................................................... 26 Change quantity............................................................................................................................. 27 View item details ........................................................................................................................... 29 View Tax Details ........................................................................................................................... 30 Settlement - Cash........................................................................................................................... 31 Settlement – Credit Card ............................................................................................................... 32 View settled bill............................................................................................................................. 33 Reprint settled bill ......................................................................................................................... 34 Void Settled bill............................................................................................................................. 35 View price check ........................................................................................................................... 36 Apply bill level discount ............................................................................................................... 38 View stock enquiry ........................................................................................................................ 40 Open Cash drawer ......................................................................................................................... 42
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Front End Operational Manual
Declaration
Copyright © 2013 Vision source Solutions Sdn Bhd All Rights Reserved. Version 1.1 onwards
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Front End Operational Manual Product Info & Licensing This guide will help you set up the VPOSLITE2 POS terminals for use in a store. Please take some time to read through the help manual to gain insight into how VPOSLITE2 POS can be tailored to run in a wide variety of retail applications. The set-up guide is followed by a brief explanation about how to use the different functions available on the POS application. The documentation is divided into few sources, i.e.
Hardware Installation Guide Software Installation Guide Manual Front Point Of Sale Manual Back Office User Manual.
This application is intended for retail environments where ease-of-use and reliability are required. Typical users include:
Stationary Shop Sundry Shop Accessories Shot
What's Included? VPOSLITE2 Pos comes standard with a full complement of modules at no additional cost. There are no monthly fees and same-version downloadable updates are provided free of charge. 3rd party applications such as MS Win, Anti-Virus, Remote Terminal CAL, MSSQL StdLic are not included and must be obtained separately. Licensing VPOSLITE2 Pos is licensed on a per-machine basis using a serial number generated for a specific pc name, pos station id and other hardware identifiers. Note that the serial number generated for a specific pc will not work on other pcs. A license is required only on pos stations where orders are taken or customer receipts are printed. Evaluation Version Evaluation version users are not time limited and are able to thoroughly use all features to determine suitability for your business. When you decide to purchase VPOSLITE2 Pos, the evaluation database can be retained and all custom settings are saved.
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Front End Operational Manual Training Objective This user training kit is designed to help the learner to acquire the required knowledge and skills to operate and use VPOSLITE2 POS application. At the end of this course you will be able to accomplish and understand the following:-
Warranties All rights reserved. Although the best efforts are made to ensure that the information in this manual is complete and correct, We makes no warranty of any kind with regard to this material, including but not limited to the implied warranties of marketability and fitness for a particular purpose. Information in this manual is subject to change without notice. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information recording and retrieval systems, for any purpose other than for personal use, without the express written permission of the company. We shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, Performance or use of this manual.
Trademarks VPOSLITE2 and the VPOSLITE2 logo are trademarks of the company Adobe and Acrobat Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the U.S. and/or other countries. Microsoft, Win32, Windows, Windows NT, and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the U.S. and/or other countries. Crystal Reports® is a registered trademark of CRYSTAL DECISIONS, Inc. All other logos, trademarks or registered trademarks are the property of their respective owners.
Release Version This manual was written and completed in May 2013 and contents are based on VPOSLITE2 Point of Sales Version 1.1.Each new version of the program POS has been fully tested, and before delivery to our customers.
Updated: 11th August 2014
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Front End Operational Manual
Installation Process It is recommended to perform VPOSLITE2’s installation on a fresh personal computer with the below system requirement for both hardware and software, the full installation will take above 5 to 10 minutes depending on the computer processing speed, you are advised not to interrupt or terminate the process during installation, or else full uninstall is required in order to install back. Hardware Requirement Recommended Hardware Specification:
Intel Celeron 1.8GHz or above
2GB RAM and above
Minimum monitor Resolution = 1024x768
50GB Hard disk space
1 LPT, 1 Serial (Optional), 1 USB (Optional) interface port.
POS Devices (Optional)
One unit POS Receipt printer
One unit Cash drawer with RI-11 port
One unit VFD Customer display
One unit Barcode Scanner
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Front End Operational Manual
Log In How to Log In VPOSLITE2 Front POS
The Log In/Out feature provides both convenience and security in VPOSLITE2 POS. User can either use MSR card to log in or enter manually the Cashier I.D and Password. The log in/out procedure below assumes you are requiring employees to log in, and that user names, passwords, and security rights have been assigned in the Employees & Security area. To log in: 1. Click on VPOSLITE2 Front POS icon that is available on your desktop to launch the system login interface 2. Enter your user name and password (Note that passwords are case-sensitive) 3. Select OK.
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Front End Operational Manual
The date displayed here will be suggested on all receipts and other documents created. The logged in user’s name is displayed on the status bar at the bottom of the VPOSLITE2 POS screen. Company logo can be inserted into the screen if is required.
1.1
Introduction on VPOSLITE2 Front POS Interface VPOSLITE2 POS includes the ability to view all the regular or default menu item on the order screen that is stated in the [ I ]. If user prefer to disable the menu display items, it can be done by choosing the interface in [ C ].
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Front End Operational Manual
Start New Business Day Select a new business when a new business operation is started.
After enter new date, VPOSLITE2 main menu will prompt out.
Noted: You may not allowed to go back ward where a business operation date already performed end of day process.
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Front End Operational Manual
Opening Float When a new cashier signs in, you may deposit the opening float in the cash drawer. Click on Menu button
Click More Function
Click Cash Float
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Front End Operational Manual Highlight Cash IN and click OK
Type in Opening Float and your float amount, click Ok button
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Front End Operational Manual
Understand your POS screen VPSOLITE2 having a user friendly POS entry screen as diagram below, you may allow to perform services such as Fine Dine, quick service, retails and car wash, below diagram show a quick service.
Item function
Item Button
The above diagram show the main POS entry screen
Void Line
To void a single line item
Line Note
To add additional remark for a single item
Line Discount
To apply item level discount
Override
To amend or change item unit price
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Front End Operational Manual FOC
To Enable or Disable FOC mode
Refund
To Enable or Disable Refund Mode
Package
To apply package item
Summary amount
Subtotal
Total sum of item without discount
Item Discount
Total item discounted value
Bill Discount
Total bill discounted value
SVC
Service charges
Tax
Combination of Tax1 and Tax2 value
Rounding Adj
Rounding Adjustment value
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Front End Operational Manual
Settlement
To settle bill
Function
More Function
Hold check
To hold a check/Bill
Bill View
To view those settled bill
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Front End Operational Manual
Open Drawer
To kick out cash drawer
End Shift
To perform cashier end shift process
Cash float
To perform cash management
Report
To view front end report
Hold check
To hold a unclosed bill / check
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Front End Operational Manual Recall check
To Recall a unclosed bill / check
Show Details
Show item saved details
Member Enquiry
Member inquiry
Stock Enquiry
Stock details inquiry
Bill discount
To perform bill level discount
Unmark Send item
To unmark those send item (Fnb Service only)
PLU Lookup
To lookup an item
Price Check
To view item unit price
Log out
Log out POS
Hide
Hide Function screen
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Front End Operational Manual
Scanning a new Items Items can be entered manually, or by barcode scanning and choose from the PLU Lookup Item List provided in VPSOLITE2 POS.
To perform this action; Enter the item in the provided column, or click [ PLU Lookup ] to search for the items required
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Front End Operational Manual
Voiding a saved Items Click on the item which you need to void, click Void Line.
Click OK to confirm
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Front End Operational Manual
Related Note: Validation Step Utilities Setup -> Store Setup -> Front End Control [B3] Validation on voiding item Access Level Validation Step Maintenance -> Access Level [A5] Validate on voiding item
Adding item remark Click on the item which you need to add remark, click Line Note.
The left panel remark screen will appear, you may also click on Open text.
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Front End Operational Manual Click Open Text to enter your remark.
Remark will display in red.
Related Note: You may create you remark or condiment page by setup the default condiment:Utilities Setup -> Button Setup Create a default condiment page
Apply item discount
Click on the item which you need to apply item discount, click Line disc.
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Front End Operational Manual The left panel remark screen will appear, select your discount. To define item discount : Back End -> maintenance -> Discount
Discount will display in red.
Related Note: Validation Step Utilities Setup -> Store Setup -> Front End Control [B4] Validation on apply item discount Access Level Validation Step Maintenance -> Access Level [A9] Validate on item discount
Price override
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Front End Operational Manual Click on which item you want to override price.
Type in the value to amend
Now look at the new value.
Related Note: Validation Step Utilities Setup -> Store Setup -> Front End Control [B7] Validation on price override Access Level Validation Step Maintenance -> Access Level FOC item on price override [A3] Validate
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Front End Operational Manual
Click on FOC button.
Click new item, and the item will display as zero amount.
Related Note: Validation Step Utilities Setup -> Store Setup -> Front End Control [B19] Validation on Enter FOC Item Access Level Validation Step Maintenance -> Access Level [A7] Validate on FOC Entry
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Front End Operational Manual
Refund item Click on refund button, the validation will prompt out.
Enter remark for refund. You may define reason note on Back End -> Maintenance -> Reason The item will display ask negative value.
Related Note: Validation Step Utilities Setup -> Store Setup -> Front End Control [B1] Validation on Item refund Access Level Validation Step Maintenance -> Access Level [A20] Validate on Item refund This document is Private & Confidential and may contain legally privileged information. This document is intended solely for the attention and usage of the named Addressee. The use, copy or distribution of this document by anyone other than the addressee, is strictly prohibited
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Front End Operational Manual
Holding Bill To hold an unclosed receipt, you may recall and settled all hold check before perform EOD.
Press the hold check button
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Front End Operational Manual
Recall a Bill To recall a hold receipt or bill. Press the function button
Press the recall check button
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Front End Operational Manual Select which check to recall.
Change quantity Highlight which item you require to change quantity, click on the quantity button.
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Front End Operational Manual Now look at the quantity being changed to 3.
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Front End Operational Manual
View item details Double click on subtotal as shown in the diagram.
The receipt item details will shown as diagram.
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Front End Operational Manual
View Tax Details Double click on Tax as shown in the diagram.
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Front End Operational Manual
Settlement - Cash Click on Settlement
For Cash settlement, click on fast cash note or manual type the amount.
Others Payment Mode
To define payment mode: Back End -> Maintenance -> Payment
Fast Cash Note
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Front End Operational Manual
Settlement – Credit Card Click on VISA button as shown.
Type in the settlement value and type in credit card details.
To enable this function Back End -> Utilities Setup -> Store Setup -> Front End Control [B15] Hide credit card details
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Front End Operational Manual
View settled bill Click on bill view button as shown.
Select of highlight which receipt to view.
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Front End Operational Manual
Reprint settled bill Select which bill to reprint
Click ok to print
Related Note: Validation Step Utilities Setup -> Store Setup -> Front End Control [B10] Validation on Reprint bill Access Level Validation Step Maintenance -> Access Level This document is Private & Confidential and may contain legally privileged information. This document is intended solely for the attention and usage of the named [A6] Validate onAddressee. reprint The billuse, copy or distribution of this document by anyone other than the addressee, is strictly prohibited
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Front End Operational Manual
Void Settled bill Select which bill to reprint
Click ok to confirm
Related Note: Validation Step Utilities Setup -> Store Setup -> Front End Control [B6] Validation on void receipt Access Level Validation Step Maintenance -> Access Level Validate void receipt This[A1] document is Privateon & Confidential and may contain legally privileged information. This document is intended solely for the attention and usage of the named Addressee. The use, copy or distribution of this document by anyone other than the addressee, is strictly prohibited
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Front End Operational Manual
View price check Click on Function button
Click on Price Check
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Front End Operational Manual Type in PLU code to view
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Front End Operational Manual
Apply bill level discount Click on Function button
Click on bill level discount
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Front End Operational Manual Select which discount to apply
Bill level discount display as diagram.
Related Note: Validation Step Utilities Setup -> Store Setup -> Front End Control [B8] Validation on bill level discount Access Level Validation Step Maintenance -> Access Level [A4] Validate on bill level discount
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Front End Operational Manual
View stock enquiry Click on Function button
Click on Stock enquiry button
Type in the key word to search
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Front End Operational Manual
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Front End Operational Manual
Open Cash drawer Click on Function button
Click on Open Cash drawer button
Related Note: Validation Step Utilities Setup -> Store Setup -> Front End Control [B18] Validation on open cash drawer Access Level Validation Step Maintenance -> Access Level [A2] Validate on open cash drawer
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Front End Operational Manual
End Shift Closing End Shift Closing is a must to perform by individual cashier at the end of their shift. Click on Function button
Click on Open End shift button
Declare the cash after counting from drawer
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Front End Operational Manual
Click on View Report
Click on End shift report.
To do : Terminal No Cashier
: The default user’s terminal no. who perform the End Shift Closing : The default user’s name who perform the End Shift Closing
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Front End Operational Manual Cash Count : Enter the number of notes that you have counted On the left side column show the information of this terminal’s sales and collection Click [ Ok ] to start the End Shift Closing.
Related Note: Access Level Validation Step Maintenance -> Access Level [A8] Validate on End shift closing
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Front End Operational Manual
End Of Day process To perform Day End closing, users have to ensure that there are no pending transactions in the recall bills section and all the counter has perform all the End Shift Closing. Click on Function button, and click End of Day.
Type in User Verification
Click OK to process
Item A
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Front End Operational Manual EOD process completed.
Click on View Report button
Click on Z Reading to view End day report.
Related Note: Access Level Validation Step Maintenance -> Access Level [A16] Validate on End of Day
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