Getting Started with Retail Point of Sale

1. Getting Started with Retail Point of Sale

2. Getting Started with Retail Point of Sale • Installation and Setup • Configuring Hardware • Receipt Printer • Cash Drawer • Scanner • Eftpos • Integrating with QuickBooks • Till layouts

3. Points to Note prior to Installation • Quickbooks Accounting and Retail Point of Sale must be using the same version in order to integrate • Administrator must be installed on same PC as QuickBooks • Networking will not work properly on Windows Home Editions • Avoid Wireless Networks – cannot maintain a consistent connection to the database file • You will need to reboot the PC after installing

4. Installation…… • Single PC Install • Select Administrator and Terminal option • Multi-PC Install • Install Administrator on Back Office computer first • Install Terminal on Front Counter

5. Installaton Process • Setup Quickbooks datafile initially – *.QBW • Create the POS Database file – QBPOS.PDB • Configure the POS Terminal

6. Launch the POS Administrator prior to setting up the Terminal Click Next…..

7. Creating the POS database • Select the datafile either on the local PC or a Networked drive

8. You will be prompted immediately to transfer data

9. The lists are transferred from the Quickbooks datafile

10. Administrator opens with the Options General tab open • Check the Location of your Quickbooks file • Summarise Transactions option will reduce no of transactions to one per session, but will make it a little harder to find problems.

11. Now start up the Terminal……

12. Activate Terminal…..

13. Terminal should open to Tools > Option

14. The Tools > Option tabs • The place to configure the functionality of Terminal • Keyboard tab gives you access to functional settings

15. Hardware Setup • It is vital that the Hardware is compatible with Retail Point of Sale • Hardware settings should be copied and saved

16. Hardware Setup • The Cash Drawer is connected to the Receipt Printer – often COM2 • EFTPOS machines can be integrated and will allocated -COM1 • Most Barcode Scanner are a plug and go USB connection

17. The Till Layout Discounts Current Transaction On Account Laybys Receipt View Refund Total Keys Quantity Product Number

18. Examples of different Till Layouts

19. End of Day – tell QuickBooksof your transactions Terminal processes an End of Day Report for posting to the QuickBooks datafile

20. Select Reports to Print and Reset the Sales Information • Select Z-Report to finalize the day. • Select X-Report for progress updates throughout the day • Do not reset the Transaction Number – POS transaction Numbers are accepted by QuickBooks and need to avoid duplication of document numbers.

21. On the Administrator click on the Post icon

22. Finds transactions to post • The End of Day file is stored in the same directory as the QBPOS.PDB file. This is where the Administrator looks for the file. • The End of Day file has this structure: QBpst – comp name -ddmmyy – hhmmss - 001.pos • Administrator counts the number of *-001.pos files it finds.

23. After updating QuickBooks, tell POS of the changes…..

24. POS is now updated with the latest information • Do an End Of Day and a Transfer daily. • Transfer data whenever there is a relevant update to the QuickBooks datafile – particularly for Stock levels and price changes.

25. Troubleshooting Reckon Point of Sale • Minimise in Administrator windows • Symbols in Memos will cause errors in posting • Quickbooks pdf Converter can interfere with COM port settings • Copy till layouts as these cannot be recovered if PDB file becomes corrupt • Copy of Retail POS Upgrade checklist

26. Questions?