Uniwell SX-330 System information

Uniwell SX-330 System information
© 2005 Uniwell Software Development
This Manual works in conjunction with the ePOS Office Helpfile. Whenever
you see the 'Numbered Page' Icon, it refers to the page on which you can
find this subject.
We at Uniwell Software Development and PalmTEQ Europe strive to give
you the best support and help possible. If you have any suggestions or
questions, please do not hesitate to contact us at [email protected]
The contents of the manual and helpfile are subject to change without
notice.
Contents
I
Table of Contents
Part I Contents
1
Part II Introduction
2
1 Overview
................................................................................................................................... 2
2 Features
................................................................................................................................... 2
Part III General
3
1 Layout................................................................................................................................... 4
2 Using Help
................................................................................................................................... 5
3 Buttons
................................................................................................................................... 6
4 Shortcuts
................................................................................................................................... 7
5 Export................................................................................................................................... 8
6 E-Mail ................................................................................................................................... 9
7 Print ................................................................................................................................... 10
8 Charts
................................................................................................................................... 11
Displaying Charts
......................................................................................................................................................... 12
Screens that use
.........................................................................................................................................................
Charts
12
Chart Views
......................................................................................................................................................... 13
Zoom In & Out ......................................................................................................................................................... 13
Saving a Chart......................................................................................................................................................... 15
Copying a Chart
......................................................................................................................................................... 15
Printing a Chart......................................................................................................................................................... 15
Selecting Data ......................................................................................................................................................... 15
Part IV Browser
16
1 Home................................................................................................................................... 17
Display your Custom
.........................................................................................................................................................
Page
17
Go to PalmTEQ.........................................................................................................................................................
Website
17
Getting Technical
.........................................................................................................................................................
Support
18
Your Contacts .........................................................................................................................................................
on Homepage
18
Suppliers on Homepage
......................................................................................................................................................... 18
Reports on Homepage
......................................................................................................................................................... 19
Reminders on Homepage
......................................................................................................................................................... 19
2 Open ................................................................................................................................... 20
3 View ................................................................................................................................... 20
4 Internet
................................................................................................................................... 20
21
Part V Tasks
1 End Session
................................................................................................................................... 22
Comms Log
......................................................................................................................................................... 22
Collecting End.........................................................................................................................................................
Session Reports Manually
23
Setting time for..................................................................................................................................................
End Session
23
Send Selected..................................................................................................................................................
Information
23
Information that..................................................................................................................................................
can be sent
24
Collect End Session
.........................................................................................................................................................
Reports Automatically
24
Collect Selected
.........................................................................................................................................................
Reports
25
© 2005 Uniwell Software Development
II
ePOS Office Help
Collect Flash Sales
.........................................................................................................................................................
Report
25
2 POS Reports
................................................................................................................................... 26
POS Report Selection
......................................................................................................................................................... 26
3 Declaration
................................................................................................................................... 27
Standard Declaration
......................................................................................................................................................... 27
Foreign Currency
.........................................................................................................................................................
Declaration
27
4 Banking
................................................................................................................................... 28
5 Reminders
................................................................................................................................... 30
6 Contacts
................................................................................................................................... 31
Part VI Reports
32
1 Weekly
................................................................................................................................... 33
Weekly Summary
.........................................................................................................................................................
Report
34
Income and Variance
.........................................................................................................................................................
Report
35
2 Sales................................................................................................................................... 36
Gross Sales Report
......................................................................................................................................................... 37
Profit/Margin Report
......................................................................................................................................................... 38
Promotion Loss
......................................................................................................................................................... 38
Margin Analysis
......................................................................................................................................................... 39
3 Stock................................................................................................................................... 40
Stock Holding ......................................................................................................................................................... 41
Full Stock Report
......................................................................................................................................................... 41
Stock Value
......................................................................................................................................................... 42
Profit Potential......................................................................................................................................................... 42
Stocktake Variance
......................................................................................................................................................... 43
Stock Below Minimum
......................................................................................................................................................... 43
Sales/Stock Report
.........................................................................................................................................................
Selection
44
4 Reports
...................................................................................................................................
Right Click
44
5 Operators
................................................................................................................................... 45
Clerk Sales Value
.........................................................................................................................................................
Report
46
Clerk Transactions
.........................................................................................................................................................
Report
46
Clerk Voids & Refunds
.........................................................................................................................................................
Report
47
Clerk Errors Report
......................................................................................................................................................... 47
6 Transactions
................................................................................................................................... 48
Raw Journal
......................................................................................................................................................... 48
Drill Down Journal
......................................................................................................................................................... 48
7 Calculator
...................................................................................................................................
Explained
49
Product Calculations
......................................................................................................................................................... 50
Report Calculations
......................................................................................................................................................... 51
Part VII Inventory
56
1 Orders
................................................................................................................................... 57
Add Products ......................................................................................................................................................... 58
Inventory Right.........................................................................................................................................................
Click
58
Stock Transaction
.........................................................................................................................................................
Inspector
59
Inventory Filter......................................................................................................................................................... 60
Inventory Explorer
......................................................................................................................................................... 60
2 Automatic
...................................................................................................................................
Ordering
61
3 Deliveries
................................................................................................................................... 61
4 Returns
................................................................................................................................... 63
5 Stocktaking
................................................................................................................................... 64
Stocktaking Advice
......................................................................................................................................................... 65
© 2005 Uniwell Software Development
Contents
III
6 End Period
................................................................................................................................... 66
End Period Report
......................................................................................................................................................... 67
7 Audit ................................................................................................................................... 68
69
Part VIII Files
1 Products
................................................................................................................................... 70
Product Details......................................................................................................................................................... 71
Adding Links to
.........................................................................................................................................................
Products, Mixtures & Ingredients
72
Files - Right Click
......................................................................................................................................................... 72
2 Ingredients
................................................................................................................................... 73
Ingredients Details
......................................................................................................................................................... 74
Examples of Stock
.........................................................................................................................................................
Units,Pack Sizes
75
Example of Products,
.........................................................................................................................................................
Mixtures & Ingredients
78
3 Mixtures
................................................................................................................................... 79
Mixture Details......................................................................................................................................................... 79
4 Grouping
................................................................................................................................... 80
Example of Groups
......................................................................................................................................................... 81
5 Suppliers
................................................................................................................................... 82
Supplier Inspector
......................................................................................................................................................... 83
Suppliers - Right
.........................................................................................................................................................
Click
83
Supplier Filter ......................................................................................................................................................... 84
85
Part IX POS
1 Site Map
................................................................................................................................... 86
Add/Edit a Site......................................................................................................................................................... 87
Add/Edit a Location
......................................................................................................................................................... 87
Add/Edit a Network
......................................................................................................................................................... 88
Add/Edit a POS.........................................................................................................................................................
Terminal
88
Testing Communications
......................................................................................................................................................... 89
Initialise POS Program
.........................................................................................................................................................
Data
89
2 Program
................................................................................................................................... 90
PLU
......................................................................................................................................................... 91
Prices
......................................................................................................................................................... 95
Customers
......................................................................................................................................................... 97
Lookup PLU
......................................................................................................................................................... 98
Cooking
......................................................................................................................................................... 100
Clerk
......................................................................................................................................................... 101
Group
......................................................................................................................................................... 102
Media
......................................................................................................................................................... 103
Adjustments ......................................................................................................................................................... 104
Discount Schemes
......................................................................................................................................................... 104
Types of Discount
..................................................................................................................................................
Schemes
105
Notes on Discount
..................................................................................................................................................
Schemes
106
How to Setup..................................................................................................................................................
a Discount Scheme
106
Wages
......................................................................................................................................................... 107
System
......................................................................................................................................................... 108
3 Keyboard
................................................................................................................................... 109
Assign Cooking
.........................................................................................................................................................
Messages
110
Assign Function
.........................................................................................................................................................
Buttons
110
Assign/Maintain
.........................................................................................................................................................
Hard PLUs
111
Assign/Maintain
.........................................................................................................................................................
LU PLUs
112
Edit Clerk Details
......................................................................................................................................................... 113
Edit Condiment
.........................................................................................................................................................
Groups
113
Edit Groups ......................................................................................................................................................... 113
Maintain PLUs......................................................................................................................................................... 114
© 2005 Uniwell Software Development
IV
ePOS Office Help
Edit System Information
......................................................................................................................................................... 115
Export/Print Keyboard
.........................................................................................................................................................
Layout
116
Touchscreen ......................................................................................................................................................... 117
Edit Touchscreen
.........................................................................................................................................................
Function Keys
118
4 Send................................................................................................................................... 119
View PLU Changes
......................................................................................................................................................... 119
5 Enter...................................................................................................................................
Sales
120
6 Barcodes
................................................................................................................................... 121
File Maintenance
......................................................................................................................................................... 121
Print Product .........................................................................................................................................................
Labels
124
Print Ingredient
.........................................................................................................................................................
Labels
125
Label Templates
......................................................................................................................................................... 126
126
Part X Setup
1 Users
................................................................................................................................... 127
2 Preferences
................................................................................................................................... 129
Basic Setup ......................................................................................................................................................... 130
Homepage
......................................................................................................................................................... 132
End Session Reports
......................................................................................................................................................... 133
POS Security ......................................................................................................................................................... 134
Reciepts and .........................................................................................................................................................
Tax Settings
136
Headings for Transaction
.........................................................................................................................................................
Totals
138
Totals
.................................................................................................................................................. 138
System Options
......................................................................................................................................................... 140
Support Page......................................................................................................................................................... 144
Interfaces and.........................................................................................................................................................
Extra Features
144
Part XI FAQ
149
Part XII Glossary
150
Index
159
© 2005 Uniwell Software Development
Contents
1
1
Contents
Introduction
General
Browser
Tasks
3
16
Inventory
Files
POS
56
69
85
Setup 126
21
Reports
2
32
FAQ 149
NOTE: The
Icon on all topics of this help file will open the ePOS Office Calculator.
For a detailed explanation of the calculations please see Calculator Explained 49 .
15 June 2005
© 2005 Uniwell Software Development
NOTE: The contents of this helpfile are subject to change without notice.
© 2005 Uniwell Software Development
2
2
ePOS Office Help
Introduction
Overview
Features
2.1
2
2
Overview
ePOS Office is a sales analysis, stock control and POS management package for the
PalmTEQ range of POS terminals. Designed to be intuitive and easy to use, ePOS Office
is an excellent, low cost business solution.
We have used our extensive knowledge and experience of the hospitality industry to
design a powerful software package that gives you the information you need to make
your business a success. The system will provide you with key information needed for
making cost saving and profit making decisions.
Our software solutions take advantage of the latest technology whilst remaining flexible
enough to cope with the ever-changing modern business environment. ePOS Office's
unique web style interface is the first of its kind in this type of software and is designed
to make the software easy to learn and quick to use.
Click here
2.2
2
to see the software's main features.
Features
Powerful Stock Control
Extensive Sales Reporting
Easy POS Management
Supplier Database
Ordering and Delivery System
Unique Web Style Interface
Weekly 'Business Done' Report - Based on the Banking Module
Contacts and Reminders
Comprehensive Help
Barcoding
Automatic Ordering
© 2005 Uniwell Software Development
Introduction
3
General
Layout
4
Using Help
Buttons
6
Shortcuts
Export
8
E-mail
9
Print
Chart
© 2005 Uniwell Software Development
10
11
7
5
3
4
3.1
ePOS Office Help
Layout
Down the left hand side of the screen are the menus.
Each menu contains options that are shown along the top. If you are using user names
and passwords on your system (see Setup > Preferences 129 ), each user can have
different access settings. For example, some users may only be allowed access to the
Browser and Tasks menus. You will only see the options to which you are allowed
access.
© 2005 Uniwell Software Development
General
3.2
5
Using Help
Tips for using help :
Links are indicated by underlined text. When you move your mouse over a link, the
cursor changes to a hand icon.
To find specific information quickly, use the index and search functions.
You can hide and show the contents on the left hand side using the 'Hide/Show'
button
To print a topic, use the 'Print' button on the menu bar.
You can resize help by using your mouse to drag the edges or using the standard
sizing buttons in the top right hand corner 012
© 2005 Uniwell Software Development
6
3.3
ePOS Office Help
Buttons
Open
The open button opens the selected information in a new
window.
The close button closes the current window.
Close
Export
E-Mail
Print
8
9
10
Breakdown
Links/Details
Filter
Inspector
Password
Process
Find Receipt
Exports information to Word, Excel, HTML or CSV
Sends selected information in an e-mail format.
Prints selected information.
Shows a breakdown of a product into its ingredients or mixtures
or a breakdown of a mixture into its ingredients.
Opens a screen where you can link items to a product. For
example, linking rum and coke to Cuba Libre.
Displays a filter that enables you to select specific information.
Shows details of the highlighted record. Information shown in
the inspector varies from screen to screen.
Enables you to change your password in Setup > Users.
Depending on the screen, this button is used to collect or
process information.
Enables you to find a specific receipt/transaction.
Report Selection Enables you to select information that displays in a report.
Add
Delete
Edit
Adds a new line in the table in which you are working. For
example, a new product, supplier or contact.
Deletes a line from the table in which you are working.
Accept
Used for editing existing records, for example, reminders and
contacts.
Appears on details screens, takes you back to the main entry
screen.
Saves any changes you have made.
Cancel
Cancels any changes you have made.
Wizard
Displays the first page of a wizard. Wizards guide you through
a specific procedure.
Back
© 2005 Uniwell Software Development
General
Home
Takes you to the top of the table in which you are working.
Backwards
Takes you to the previous line in the table in which you are
working.
Takes you to the next line in the table in which you are
working.
Takes you to the end of the table in which you are working.
Forwards
End
Find PLU Code
3.4
7
Pin
This button appears in POS - Program. It allows you to quickly
locate a PLU by its code.
The pin button keeps the current popup window on top.
Purge
The purge button in POS > Program deletes all inactive PLUs.
Clear Filters
This button clears all the filters you have set.
Shortcuts
Tip:
You may find it useful to print this page and keep it near your keyboard for reference.
F1
Help
Ctrl+E
Raise Excel Document
F2
Rename
Ctrl+F
Find Record
F5
Refresh Data
Ctrl+P
Raise Chart
F8
Show Details
Ctrl+V
Paste
F9
Show Breakdown
Ctrl+Z
Undo
F10
Show Explorer
Ctrl+Del
Delete Record
F11
Show Filter
Enter
Accept Changes
F12
Show Inspector
Esc
Cancel Changes
Alt+Bksp
Up One Level
Ins
Insert Record
Ctrl+A
Select All
Shift+Ctrl+Z Redo
Ctrl+C
Copy
2Notes:
Activate buttons with an underlined letter by pressing Alt and the letter.
Select multiple fields in a table by holding down shift or ctrl.
© 2005 Uniwell Software Development
8
3.5
ePOS Office Help
Export
You can save information in four different file types using the export feature.
The export feature is available from any screen that has an export button (shown on
the left).
To export:
1. Click the export button.
2. Select the folder in which you want to save the exported file.
3. Type in a name and select a file type:
Word documents
*.doc
Excel spreadsheets
*.xls
HTML documents
*.htm/html
Basic text file
*.csv
4. Click 'OK'.
5. To view exported information, use Windows Explorer to locate the file then doubleclick on it.
2Note:
You can quickly export information into Excel and open it immediately on top of ePOS
Office by right-clicking on a report and selecting 'Raise Excel Document'.
© 2005 Uniwell Software Development
General
3.6
9
E-Mail
You can e-mail information from any screen that has an e-mail button (shown on
the left).
To e-mail:
1. Click the e-mail button.
2. In the three boxes either type in an e-mail address or click the buttons on the left
and select names from the list.
TO:
CC:
BCC:
Enter the e-mail address you want to send the e-mail to. For example:
[email protected]
Carbon Copy. If you want to send a copy of this e-mail to another person
enter their address in this box. The person who's address you entered in the
'To' box will be able to see that you have also sent a copy of this e-mail to
someone else.
Blind Carbon Copy. As with the CC box it is used to send a copy of the e-mail
to anther person however if you use BCC rather than CC the person who's email address you entered in the 'To' box will NOT know you have sent a copy of
this e-mail.
3. Click 'Send' to send the e-mail or 'Close' to cancel the e-mail.
4. A message box is displayed telling you whether the e-mail was sent successfully.
2Notes:
You must have Microsoft Outlook 2000 or newer installed to e-mail directly from the
software. However, if you do not have Microsoft Outlook 2000 or newer, you can export
the file to disk then e-mail the exported file.
© 2005 Uniwell Software Development
10
3.7
ePOS Office Help
Print
You can print information from any screen that has a print button.
To print:
1. Click the print button and set your printer settings. These will vary depending on
the model of printer you are using.
2. Click 'OK'. The preview screen is displayed.
3. You can view the whole page or the page width by using the two view buttons.
4. Click the print button and select the pages you wish to print.
5. Click 'OK'.
2Notes:
It is important to have a default printer setup before printing reports. ePOS Office will
NOT work properly if that has not been done.
© 2005 Uniwell Software Development
General
3.8
Charts
Displaying a chart
12
Screens using charts
Chart views
13
Zoom in/out
13
Saving a chart
15
Copying a chart
15
Printing a chart
15
© 2005 Uniwell Software Development
12
11
12
3.8.1
ePOS Office Help
Displaying Charts
To draw a chart:
1. In one of the screens 12 where the chart option is available highlight a block of
figures. The figures must be in the same column. Click here 15 for more information on
selecting data.
2. Right-click and select 'chart' or press Ctrl + P.
3. The software automatically displays your figures in a chart.
4. Four different types of chart are available, click here
13
for more information.
5. To view a particular section of the chart in closer detail, use the zoom
6. You can copy
3.8.2
15
, save
15
and print
15
13
feature.
a chart.
Screens that use Charts
The chart option is available from the following screens:
Task > POS Reports
Reports > Sales
Reports > Stock
Reports > Totals
Reports > Operators
© 2005 Uniwell Software Development
General
3.8.3
13
Chart Views
Five types of charts are available. To change the chart view:
1. Select one of the charts either from the View menu or by using one of the chart
type buttons.
Bar Chart
Line Chart
Point Chart
Area Chart
Pie Chart
2. Charts can be viewed as flat images or as 3D images, change between these using
the '3D' button.
3. To add value markers to your chart, use the 'Val' button or select 'Value Markers'
from the View menu.
4. To add key markers to your chart, use the 'Key' button or select 'Key Markers' from
the View menu.
3.8.4
Zoom In & Out
Zooming in and out:
1. To zoom into an area of the chart, hold down the left mouse button and drag a
rectangle over the area of the chart on which you want to zoom in.
2. To restore the chart back to its original size, click the 100% button or select
'Restore Default Zoom' from the view menu.
3. The larger the rectangle you draw, the larger the area you select and therefore the
less you will zoom in.
© 2005 Uniwell Software Development
14
ePOS Office Help
© 2005 Uniwell Software Development
General
3.8.5
15
Saving a Chart
To save a chart:
1. Click on the save button or select 'Save As' from the file menu.
2. Select the file type. You can save a chart either as a jpg or as a bmp.
3. Select the file in which you wish to save the chart and click 'OK'.
3.8.6
Copying a Chart
To copy a chart:
1. Click on the copy button (next to save) or select 'Copy' from the Edit menu (rightclick).
2. Open the application you want to paste into (e.g. Word).
3. Select Paste from the edit menu.
3.8.7
Printing a Chart
To print a chart:
1. Click on the print button or select 'Print' from the File menu.
2. Select a printer to print to.
3. Change the printer settings if required. These will vary depending on the model of
printer you are using.
3.8.8
Selecting Data
Example of selecting data:
© 2005 Uniwell Software Development
16
4
ePOS Office Help
Browser
Home 132
Open
View
20
20
Internet
20
© 2005 Uniwell Software Development
Browser
4.1
17
Home
In the home page you can:
Display your own custom page
Go to the PalmTEQ web site
Get technical support
17
18
View and e-mail contacts
Visit supplier's web sites
View reports
17
18
18
19
Get reminders
19
2Notes:
The default home page can be set to a custom page, contacts, suppliers, reminders or
reports in Setup > Preferences > Home page 132 To go back, right-click on the page
and select 'back'.
In order for added or edited information to appear on your home page, you must close
and reopen ePOS Office.
Click here 132 for information on configuring the home page.
4.1.1
Display your Custom Page
If setup to do so in preferences you can display a web page of your choice when you
first go into in the 'Home' screen.
Your chosen page will NOT fill the whole of the home page screen, it will be displayed
under the standard home page banner.
Click here 132 for information on linking to your custom page.
4.1.2
Go to PalmTEQ Website
When you click 'PalmTEQ' on the home page your PC will connect to the Internet and
link to the PalmTEQ web site. On the PalmTEQ web site you can read about the
PalmTEQ range of POS and BOS systems, new products and PalmTEQ company news.
2Note:
The PalmTEQ web page will not open in the main screen, instead it will be displayed in
a new window on top of ePOS Office.
© 2005 Uniwell Software Development
18
4.1.3
ePOS Office Help
Getting Technical Support
If you experience any problems with ePOS Office click on 'Support' on the home page.
Here you will find information on how to contact your reseller.
2Note:
This page will vary depending on your reseller.
4.1.4
Your Contacts on Homepage
Click 'Contacts' on the home page to view a list of your contacts. To enter new or edit
existing contacts go to the 'Contacts 31 ' screen on the 'Tasks' bar.
If you have entered an e-mail for the contact you can e-mail them directly from the
home page by clicking on their name.
2Notes:
The default home page can be set to a custom page, contacts, suppliers, reminders or
reports in 'Preferences 132 '.
In order for added or edited information to appear on your home page, you must close
and reopen ePOS Office.
4.1.5
Suppliers on Homepage
Click 'Suppliers' on the home page to view a list of your suppliers. To enter new or edit
existing suppliers go to the 'Suppliers 82 ' screen on the 'Files' bar.
If you have entered a web address for the supplier you can jump to their site by
clicking on the supplier's name. If you have entered an e-mail for the supplier you can
e-mail them directly from the home page by clicking on the contact name.
2Notes:
The default home page can be set to a custom page, contacts, suppliers, reminders or
reports in 'Preferences 132 '.
In order for added or edited information to appear on your home page, you must close
and reopen ePOS Office.
© 2005 Uniwell Software Development
Browser
4.1.6
19
Reports on Homepage
Click 'Reports' on the home page to view a list of your custom reports. To design a new
report or to edit an existing report go to the 'Totals 138 ' screen on the 'Reports' bar.
Only the reports set to do so in 'Preferences 132 ' will display on the home page.
2Notes:
The default home page can be set to a custom page, contacts, suppliers, reminders or
reports in 'Preferences 132 '.
In order for added or edited information to appear on your home page, you must close
and reopen ePOS Office.
4.1.7
Reminders on Homepage
Click 'Reminders' on the home page to view a list of today's reminders. To enter new
reminders go to the 'Reminders 30 ' screen on the 'Tasks' bar.
2Notes:
The default home page can be set to a custom page, contacts, suppliers, reminders or
reports in 'Preferences 132 '.
In order for added or edited information to appear on your home page, you must close
and reopen ePOS Office.
© 2005 Uniwell Software Development
20
4.2
ePOS Office Help
Open
Use Browser > Open
to open files on your PC.
Find the required file and click 'Open'.
2Notes:
When using 'Open', the file you select will open in the program associated with that file
type, not within ePOS Office. For example if you select a Word document, Microsoft
Word will launch. To view a document in the ePOS Office window without opening
Word, use the View 20 option.
4.3
View
Use Browser > View
to view the following types of file from within ePOS Office:
Word documents
*.doc
Excel spreadsheets
*.xls
HTML documents
*.htm/html
Powerpoint presentations
*.ppt
Find the required file and click 'Open'.
4.4
Internet
Use Browser > Internet
to access the Internet from within ePOS Office.
1. Click 'Internet'
2. Enter the URL (web address), for example www.palmteq.co.uk
3. Click 'OK'.
2Notes:
To return to your ePOS Office home page, right-click and select 'back'.
To return to the internet, right-click and select 'forward'.
To select a new page, click the Internet button.
You must have an existing Internet connection to use this feature.
© 2005 Uniwell Software Development
Browser
5
Tasks
End Session
22
POS Reports
Declaration
Banking
28
Reminders
Contacts
© 2005 Uniwell Software Development
27
31
30
26
21
22
5.1
ePOS Office Help
End Session
A session is a trading period. You will usually have at least one session per day and
possibly more e.g. a lunchtime session and an evening session. At the end of each
session, reports are collected from the POS terminals.
What do you want to do?
View recent communications
22
Collect the end session reports manually
23
Collect the end session reports automatically
Collect selected reports only
Collect flash sales report
5.1.1
24
25
25
Comms Log
End Session > Communications Log
The report in 'End Session' gives full details of all communications between the PC and
the POS terminals. Below is a sample communications log:
Date
Time
Message
13/01/2004
23:43:21
Session Started
13/01/2004
23:43:21
Restaurant
Location
13/01/2004
23:43:21
POS 1
POS Terminal
13/01/2004
23:43:21
POS Report - Z01
Report Collected
13/01/2004
23:43:24
Job Complete: Report Complete OK
Job Succeeded?
13/01/2004
23:43:25
POS Data - PLU Records/All
Data Sent
13/01/2004
23:43:34
Job Complete: Job complete OK
Job Succeeded?
13/01/2004
23:43:34
POS Complete
13/01/2004
23:43:34
Location Complete
13/01/2004
23:43:34
Session Complete
© 2005 Uniwell Software Development
Tasks
5.1.2
23
Collecting End Session Reports Manually
1. On each of the POS terminals log off all the clerks.
2. Select either 'Collect reports from all POS terminals' or 'Collect reports from selected
POS terminals'.
3. ePOS Office ALWAYS collects three main reports 133 at the end of each session. If
you require additional reports, select these in
Setup > Preferences > End Session Reports 133 .
4. You can also send selected information
23
to update the terminals if required.
5. Click the collect button.
6. If you chose 'Collect reports from selected POS terminals', you can specify the
terminals you want to collect from then click 'Start'.
5.1.2.1 Setting time for End Session
If the current time isn't suitable for collecting the reports (eg. due to a late function or
early opening), the software can be set to collect at a later time when the ECRs are all
available.
Select the 'Set Timer' icon
Set a Time and date for the collection and click on the 'Set' icon.
While leaving the software running, you can now leave and the reports will be collected
when this time arrives.
5.1.2.2 Send Selected Information
To send selected information to the POS terminals after reports are collected:
1. Choose 'Send selected updates' from the drop down box on the right.
2. Click in the boxes next to the information you want to send.
3. Click the collect button
to collect the reports and send the information.
Information you can send from the 'End Session' option
© 2005 Uniwell Software Development
24
24
ePOS Office Help
5.1.2.3 Information that can be sent
Information you can send from End Session
PLU Updates
All PLUs
Groups
Clerks
Look Ups
PLU Menus
Cooking
Condiments
Keyboard
To edit the above information go to POS, Keyboard 109
5.1.3
Collect End Session Reports Automatically
1. Go to Setup > Preferences > Basic Setup 130 .
2. Select the time(s) to collect the reports in a 24-hour period.
3. ePOS Office ALWAYS collects three main reports 133 at the end of each session. If
you require additional reports, select these in
Setup > Preferences > End Session Reports 133 .
4. Select the reports you want to collect at the end of each session.
5. In Tasks > End Session select 'Collect reports at the end of the session' and
make sure you click the process/collect button.
6. The end of session reports will automatically be collected at these times. A message
box is displayed showing the time of the next collection.
2Note:
To collect the reports at the set times you must keep the software open. Every time
you close and reopen the software you must go into Tasks > End Session and click
the collect button.
© 2005 Uniwell Software Development
Tasks
5.1.4
Collect Selected Reports
1. On each of the POS terminals log off all the clerks.
2. In End Session select 'Collect selected POS reports'.
3. Select the report(s) you want to collect.
4. Select the POS terminal(s) you want to collect from.
5. Click the collect button.
5.1.5
Collect Flash Sales Report
A flash sales report gives you a summary of the total amount in the cash drawers.
1. On each of the POS terminals log off all the clerks.
2. In End Session select 'Collect flash sales report'.
3. Click the collect button.
© 2005 Uniwell Software Development
25
26
5.2
ePOS Office Help
POS Reports
1.
Select one of the reports.
2. Select a time period. If you have multiple sessions per day, select which sessions
you want to display using the POS report selection button 26 .
3. Use the POS report selection button
terminals.
26
to select specific sites, locations and POS
4. Select 'consolidation' to consolidate reports from different sessions, POS terminals
etc into one report or 'breakdown' to show the individual reports.
5. You can 'Export 8 ', 'E-mail
the top right of the screen.
6.
You can draw charts
11
9
' and 'Print
10
' your POS reports using the buttons at
from the POS reports screen.
2Note:
Only the last set of reports collected are displayed. To view reports from previous
sessions or days use the report selection button. If you have collected a Z-99 Electronic Journal Report, this will not be displayed in POS reports. To view it go to
Reports > Transactions 48 .
5.2.1
POS Report Selection
Use the POS report selection screen to select the POS reports you want to view.
1. Select all sites or a specific site.
2. Select all locations or a specific location.
3. Select all POS or a specific POS terminal.
4. To view the most recent POS reports select 'Reports from the most recent collection
session' and click OK.
5. To view a previous POS report from an earlier date or session select 'POS report
archives' and choose a session and period. When you go back into the main POS
screen you can select a specific date in the period you selected.
6. If you know the name of the archive file you want to view choose 'Select archive
file', browse to the file and click 'OK'.
© 2005 Uniwell Software Development
Tasks
5.3
27
Declaration
The declaration option is used to enter the amounts you have counted in each media at
the end of a day. For example £56.76 in cash. The figures you enter are compared with
the figures reported by the POS and any variance is displayed.
See Setup > Preferences
for automating the declaration procedure.
The declaration varies depending on whether you are using foreign currencies
or not:
Standard declaration
27
Foreign currency declaration
5.3.1
27
Standard Declaration
To enter media amounts:
1. Select the date, site, location and POS terminal.
2. In the top half of the screen, for each media listed enter the amount you counted in
the 'Actual Receipts' box.
3. The bottom half of the screen displays the variance between the amount reported
by the POS terminals and the amount you enter. You can 'Export 8 ', 'E-mail 9 ' and
'Print 10 ' this information.
2Notes:
The declared amounts can be set to default to either the amounts reported by the POS
or to zero in Setup > Preferences > Receipts and tax settings 136 .
5.3.2
Foreign Currency Declaration
If you have foreign currency media set up, the declaration screen is slightly different.
You will be able to enter the amount you have in each currency. This will then be
converted into your local currency.
1. Select the date, site, location and POS terminal.
2. In the top half of the screen, for each currency listed enter the amount you counted
in the 'Receipts' box.
3. ePOS Office uses the currency conversion rate to calculate the amount declared in
the local currency.
4. The bottom half of the screen displays the variance between the amount reported
by the POS terminals and the amount you enter. You can 'Export 8 ', 'E-mail 9 ' and
'Print 10 ' this information.
2Notes:
All the figures in the bottom half of the screen, including the variances, are in your
local currency.
© 2005 Uniwell Software Development
28
5.4
ePOS Office Help
Banking
Use the banking screen to record:
Banked Amounts
Other Income
28
28
Petty Cash Payments
28
One item/line at a time
Using preset defaults
28
28
Banked Amounts
Use the banking box to enter amounts of money you have banked. If you are using
foreign currency, an entry will be automatically added for every media that has a nonzero exchange rate and you enter your values in the appropriate currency.
Other Income
Other income refers to any income you have made other than from selling PLUs. For
example from a bouncy castle or room hire.
Petty Cash Payments
The petty cash payments box allows you to enter the description and amounts for petty
cash use. For example staff tea and coffee or stationary.
Figures entered appear in the Weekly Summary
34
report.
© 2005 Uniwell Software Development
Tasks
29
Amounts can be entered in two ways:
One item/line at a time
Adding One Item at a Time
1. Select the site and date.
2. In the appropriate section type in the details and amount.
3. To add another line, place the cursor in the last amount box and press the TAB
button or the down arrow on your keyboard.
4. To delete a line, press Ctrl + Del
5. To enter a float carried forward from the previous week, use the 'Other Income' box.
6. The figures are displayed on the right. You can 'Export
this information.
8
', 'E-mail
9
' and 'Print
10
Using preset defaults
You can setup default to enter amounts in the banking screen. For example in the
'banked amounts' section you could set up the defaults: cash, cheques and vouchers.
A. To add new/edit defaults:
1. On the left hand side of the screen right click and select 'Edit defaults'
2. You can enter up to 6 defaults for each section.
3. When you have finished click OK
B. To use the defaults to enter amounts:
1. To use one default right click in the appropriate section and select the default item
you require.
2. To use all defaults right click and select 'Add defaults'
3. To delete a line press Ctrl + Del
© 2005 Uniwell Software Development
'
30
5.5
ePOS Office Help
Reminders
Reminders can be used for deliveries, meetings, events etc. This week's reminders can
also be viewed on the home page. See Tasks > Reminders .
To add a reminder:
1.
arrows.
Click the 'Add' button and select a date. Scroll through the months using the
2. Click 'OK' and enter a message.
3. You can choose to repeat this reminder every week, every fortnight, every four
weeks or every month.
4. Click 'OK', to add this reminder to the list.
5. You can 'Export
8
', 'E-mail
9
' and 'Print
10
' your reminders.
6.
Click the 'Edit' button to alter a reminder's details.
7.
Click the 'Remove' button to delete a reminder.
© 2005 Uniwell Software Development
Tasks
5.6
31
Contacts
This option displays a list of contacts. Contacts can also be viewed on the home page.
Go to Tasks > Contacts .
To add a contact:
1.
Click the 'Add' button and select a contact type.
2. Enter the contact details.
3. Click 'OK', the contact will be added to the list
4. You can 'Export
8
', 'E-mail
9
' and 'Print
10
' your reminders.
5.
Click the 'Edit' button to alter a contact's details.
6.
Click the 'Remove' button to delete a reminder.
© 2005 Uniwell Software Development
32
6
ePOS Office Help
Reports
Weekly
Sales
36
Stock
40
33
Totals 138
Operators
45
Transactions
48
Calculator Explained
49
© 2005 Uniwell Software Development
Reports
6.1
33
Weekly
The weekly screen displays two reports:
Weekly Summary Report Details
34
Income and Variances Report Details
35
1. Select a report.
2. Select a date or time period.
3. By default 'All sites' will is selected but you can select a specific site if required.
4. Use the 'Export 8 ' button to export the reports to a Word document, Excel
spreadsheet, web page or CSV file.
5. Use the 'E-mail
9
' button to e-mail the report using Microsoft Outlook.
6. To print a report, click the 'Print
10
7. To access other options, right-click
© 2005 Uniwell Software Development
' button.
44
anywhere on the report.
34
6.1.1
ePOS Office Help
Weekly Summary Report
See also Report Calculations
W/E 08/01/2004
1
101: Upstairs Bar
2
102: Restaurant
2
Total Bar:
101: Upstairs Bar
2
102: Restaurant
2
Total Food:
2
Mon
2
102: Restaurant
2
Total Misc:
3
Disco
3
Cigarette Machine
4
Other Income:
5
Total Income:
For reporting purposes all products are in one of three
classes, bar, food or misc (or custom names you choose in
'Preferences'). These classes are then further divided into
major groups and groups. See 'Grouping' for more details.
2
£267.52
2
£3 721.16
2
£103.89
2
£7 632.78
2
These figures come from the entries in the declaration
option and are entered by the user unless set not to do so
in Setup > Preferences > Receipts and tax settings. Any
variance between the amount reported by the POS and
amount declared is taken out of the bar income.
£7 736.67
2
3
£8.63
2
4
£1.20
2
Total other income, this figure comes from information
you entered in 'Tasks - Banking'.
£9.83
2
5
£105.00
3
Total Income is sum of the Total Amounts taken for bar,
food & misc products at all locations plus all other incomes.
£60.00
3
6
£165.00
4
Petty cash payments listed by types, these figures come
from information you entered in 'Tasks - Banking'.
£11 632.66
5
7
Total petty cash, this figure comes from information you
entered in 'Tasks - Banking'.
8
2
Misc Income
101: Upstairs Bar
1
£3 453.64
Food Income
2
1
for more examples
Bar Income
2
1
51
Other incomes listed by types, these figures come from
information you entered in 'Tasks - Banking'.
6
Stationary
£12.34
6
6
Cleaner
£35.00
6
7
Petty Cash:
£47.34
7
Banked amounts listed by types, these figures come from
information entered in 'Tasks - Banking'.
8
Cash
£3 632.98
8
9
£7 669.74
8
£94.32
8
£11 397.04
9
8
Cards
8
Cheques
9
Banked:
10
5
Total Income:
12
9
Float brought fwd:
Total Expences:
Banked:
11
Float Carried fwd:
£600.00
10
£11 632.66
£47.34
£11 397.04
£788.28
5
12
9
11
Total banked amount, this figure comes from information
entered in 'Tasks - Banking'.
10
The float brought forward is the float carried forward
from the previous day. See float carried forward for
calculation.
11
Float carried forward is Float Brought Forward, plus
Total Income, minus Total Expenses, minus total banked.
12
The total expenses are the sum of all the petty cash
payments made.
© 2005 Uniwell Software Development
Reports
6.1.2
35
Income and Variance Report
The income and variances report shows the following information for the selected week.
Description
4
1
2
Expected
Actual
3
Variance
Upstairs Bar
5
Cash
5
Cards
5
Cheques
6
Total:
4
£17 809.978
£17 560.7311
-£249.2414
£3 675.418
£3 675.4111
£0.0014
£56.998
£56.9911
£0.0014
£21 542.379
£21 293.1312
-£294.2415
Restaurant
5
Cash
£12 698.358
£12 501.6011
-£196.7514
5
Cards
£50 302.218
£50 302.2111
£0.0014
5
Cheques
£2 341.568
£2 341.5611
£0.0014
9
12
£65 145.37
-£196.7515
£86 438.5013
-£445.9916
6
Total:
7
TOTAL:
£65 342.12
£86 884.4910
1
Expected figures are the amounts you expect to have as reported by the POS
terminals.
2
Actual figures are the amounts you have actually counted, i.e. your cashing up
figures.
3
Variance is the difference between what you expect to have and what you actually
have. Variance figures usually indicate staff errors or theft.
4
The location of the POS terminals.
5
This is the media or payment method.
6
These are the totals for all medias in this location.
7
These are the totals for all medias in all locations.
8
This is the amount you should have in this media calculated from the Z-01 reports
taken from POS terminals in this location.
9
This is the amount you should have in ALL medias calculated from the Z-01 reports
taken from POS terminals in this location.
10
This is the amount you should have in ALL medias calculated from the Z-01 reports
taken from POS terminals in ALL locations.
11
This is the amount you actually counted in this media and entered in 'Tasks Declaration' for this location.
12
This is the amount you actually counted in ALL medias and entered in 'Tasks Declaration' for this location.
13
This is the amount you actually counted in ALL medias for ALL locations. It is
calculated from the figures you entered in 'Tasks - Preferences'.
14
Variance is the difference between what you expect to have in this media (from the
Z-01 reports) and what you actually have (as recorded in 'Tasks - Declaration'), i.e.
the expected amount minus the actual amount for this media.
15
This is the total variance for ALL medias in this location. It is the total expected
figure for this location minus the total actual figure for this location.
16
This is the total variance for ALL medias in ALL locations. It is the total expected
figure for minus the total actual figure.
See also Report Calculations
© 2005 Uniwell Software Development
51
for more examples
36
6.2
ePOS Office Help
Sales
1. Depending on your setting in Setup > Preferences > Systems Options 140 , when you
go into the sales reports screen, a selection screen may be displayed. Select the
reports or ingredients you wish to display on the report, the order in which they are
displayed and the totals you wish to display.
2. Click OK. You will be taken to the main sales report screen.
3. Select one of the sales reports:
Gross Sales Report
37
Profit/Margin Report
Promotions Loss
Margin Analysis
38
38
39
4. Select a date/period, site and location.
5. To select specific products to display on the report, use the 'Report Selection
button.
6. You can 'Export
8
', 'E-mail
9
' and 'Print
7. To access other options, right-click
8. You can draw charts
11
44
10
44
'
' your sales reports.
anywhere on the report.
from the sales reports screen.
© 2005 Uniwell Software Development
Reports
6.2.1
37
Gross Sales Report
The gross sales report shows the following information for the selected date/period.
Description Code
1
Quantity
2
Value
3
Ave Price
4
%Sales 5 %Overall
Bottled
Carlsberg
24
63.00
£132.30
£2.10
6.9%
0.31%
Budweiser
25
123.00
£282.90
£2.30
14.76%
0.66%
Sol
26
24.00
£52.80
£2.20
2.75%
0.12%
210.00
£468.00
£2.20
24.42%
1.09%
Total:
Draught
Stella
44
345.00
£759.00
£2.20
39.60%
1.76%
Carling
45
76.00
£152.00
£2.00
7.93%
0.35%
Fosters
46
256.00
£537.60
£2.10
28.05%
1.25%
Total:
677.00 £1 448.60
£2.10
75.58%
3.36%
TOTAL:
887.00 £1 916.60
£2.15 100.00%
4.45%
1
The quantity of a product sold. Taken from the Z-41 Report.
The amount taken for a product. Taken from the Z-41 Report.
3
The average price for which a product was sold. It is calculated by dividing the value
by the quantity.
4
The percentage that the sales value this product or group represents of the total sales
value of all products contained in the report for the selected dates. I.e. A product or
group's sales value divided by the total sales value multiplied by 100.
5
The percentage that the sales value a product of group represents of the total sales
value of all products sold during this period > A product or group's sales value divided
by the total sales value for this period multiplied by 100.
See also Report Calculations 51 for more examples
2
© 2005 Uniwell Software Development
38
6.2.2
ePOS Office Help
Profit/Margin Report
The profit/margin report shows the following information for the selected date/period.
1
Desc.
Gross
Val
2
Tax
3
Nett Val
4
Cost
5
Profit 6 %Margin
Bottled
Carlsberg
£132.30
£23.15
£109.15
£48.25
44.20%
Budweiser
£282.90
£49.51
£233.39 £129.60 £103.79
44.47%
£52.80
£9.24
£468.00
£81.90
Sol
Total:
£43.56
£60.90
£26.20
£17.36
39.85%
£386.10 £216.70 £169.40
42.84%
1
The total amount taken for this product, from the Z-41 Report
The amount of tax payable for each product. The gross value divided by 100
multiplied by the tax rate for this product.
3
The nett value for each product. The Gross Value minus the tax.
4
The cost of the products. I.e. what you paid for the item. This figure comes from
the cost in the product file taken at the time of the sale.
5
The amount of profit you have made on your products. The gross value minus the
tax, minus the cost.
6
The profit divided by the nett value multiplied by 100.
2
See also Report Calculations
6.2.3
51
for more examples
Promotion Loss
The promotions loss report shows the following information for the selected
date/period.
Description
1
Value
2
Quantity 3 Stan Price 4 At Standard
5
Difference
Starters
Soup
£23.60
11.00
£2.20
£24.20
-£0.60
Pate
£18.40
8.00
£2.90
£23.20
-£4.80
Melon
£25.00
10.00
£2.50
£25.00
£0.00
Total:
£678.00
29.00
£7.60
£72.40
-£5.40
1
The actual amount that was taken for the product. This may be different from the 'At
Standard' amount if products were sold at the non-standard price. Taken from the Z41 report.
2
Quantity of the product sold. Taken from the Z-41 report.
3
Standard selling price or Price 1 taken from the product file.
4
Quantity multiplied by the standard price. This is what you should have taken for
this product if you had sold them all at the standard price
5
Gross Value minus At Standard. This is the difference between what you should have
taken for this product if you had sold everything at the standard price and what you
have actually taking for this product. Affected by promotions, e.g. happy hour and
price increases.
See also Report Calculations
51
for more examples
© 2005 Uniwell Software Development
39
Reports
6.2.4
Margin Analysis
Description
QTY
Sold1
Cost
Price2
Tot Cost3 Sell
Price4
Tot Sales5
% Sales6
Tot GP7
GP%8
WET
Draught
Pint Boddies
20.00
£ 0.76
£ 15.23
£ 2.00
£ 40.00
20.94%
£ 18.82
55.27%
Half Boddies
22.00
£ 0.38
£ 8.38
£ 1.00
£ 22.00
11.52%
£ 5.17
55.27%
Total:
42.00
£ 0.56
£ 23.60
£ 1.48
£ 62.00
32.46%
£ 29.16
55.27%
Total
42.00
£ 0.56
£ 23.60
£ 1.48
£ 62.00
32.46%
£ 29.16
55.27%
Ribs
15.00
£ 1.10
£ 16.50
£ 2.95
£ 44.25
23.17%
£ 21.16
56.19%
Total:
15.00
£ 1.10
£ 16.50
£ 2.95
£ 44.25
23.17%
£ 21.16
56.19%
Steak
15.00
£ 2.40
£ 36.00
£ 5.65
£ 84.75
44.37%
£ 36.13
50.09%
Total:
15.00
£ 2.40
£ 36.00
£ 5.65
£ 84.75
44.37%
£ 36.13
50.09%
Total
30.00
£ 1.75
£ 52.50
£ 4.30
£129.00
67.54%
£ 57.29
52.18%
£ 1.06 £ 76.1010
£ 2.6511
FOOD
Starters
Mains
Overall Total
72.009
1
£191.0012 100.00%13 £ 86.4514 53.18%15
The quantity of a product sold. Taken from the Z-41 Report.
The Cost Price of the product sold.
3
The Total Cost of the product sold. QTY x Cost = Total Cost.
4
Selling Price of the product.
5
Total Sales amount. QTY x Sell Price = Total Sales.
6
The Percentage that this product contributes to the overall Total. Tot Sales/Overall
Total Sales*100.
7
The Total Gross Profit (after VAT). Total Sales / 1.175 - Total Cost = Total GP
8
The Percentage of the GP of the Total Sales. Total GP / Total Sales(excl VAT) x 100
= GP%
9
The sum of the Quantity for the group (e.g. Draught)
10
The Total sum of the Cost of sales for that group.
11
The Average Selling Price for the group. Tot Sales / QTY Sold = Selling Price
12
The sum of the Total Sales for the group.
13
The sum of the %Sales for the group
14
The Total Gross Profit (after VAT) for the group. Total Sales / 1.175 - Total Cost =
Total GP
15
The Percentage of the GP of the Total Sales. Total GP / Total Sales(excl VAT) x 100
= GP%
See also Report Calculations 51 for more examples
2
© 2005 Uniwell Software Development
40
6.3
ePOS Office Help
Stock
1. Depending on your setting in Setup > Preferences > Systems Options 140 , when you
go into the stock reports screen, a selection screen may be displayed. Select the
reports or ingredients you wish to display on the report, the order they are displayed in
and the totals you wish to display.
2. Click OK. You will be taken to the main stock report screen.
3. Select one of the stock reports:
Stock Holding
41
Full Stock Report
Stock Valuation
Profit Potential
41
42
42
Stock Take Variance
43
Stock Below Minimum
43
4. Select a stock period.
5. To select specific products to display on the report, use the 'Report Selection
button.
6. You can 'Export
8
', 'E-mail
9
' and 'Print
7. To access other options, right-click
8. You can draw charts
11
44
10
44
'
' your stock reports.
anywhere on the report.
from the stock reports screen.
© 2005 Uniwell Software Development
41
Reports
6.3.1
Stock Holding
The stock holding report shows the following information for the selected period.
Description
Code
1
Opening
2
3
Delivered
Usage
4
5
In Stock
Value
Bottled
Carlsberg
24
145.00
24.00
65.00
104.00
£100.53
Budweiser
25
321.00
48.00
129.00
240.00
£252.88
Sol
26
67.00
0.00
24.00
43.00
£46.94
Total:
£400.35
1
The stock at the last period end.
The quantity of the product delivered so far for this period
3
Opening Stock plus Delivered Stock minus current stock holding. This should be the
amount you have sold but is NOT taken from the sales figures. It takes into account
any loss, theft etc.
4
Quantity of the product you currently have in stock. This is taken from the stocktake
figures if you have done a stocktake. If you havend done a stocktake, the software
calculates what you should have in stock.
5
The cost value of your current stock. The quantity of 'in stock' multiplied by the cost
of the product.
2
6.3.2
Full Stock Report
The full stock report shows the following information for the selected period.
Desc.
1
Stock
Unit
2
3
Opening
Delivered
4
Usage
5
Counted
6
Est
Stock
7
Var
8
Min
Stk
9
Max
Stk
10
Needed
Bottled
Carlsberg
Each
145.00
24.00
65.00
104.00
106.00 -1.00
50.00 300.00
0.00
Budweiser
Each
321.00
48.00
129.00
240.00
246.00 -6.00
50.00 300.00
0.00
Sol
Each
67.00
0.00
24.00
43.00
50.00 300.00
257.00
1
43.00
0.00
The unit in which you count stock. For example: packs, gallons, kilograms etc.
The stock at the last period end.
3
The quantity of the product delivered so far for this period.
4
The opening stock plus the delivered stock minus the current stock.
5
The quantity you have in stock. Taken from the stocktake figures if you have done
one. If you haven't done a stocktake, it is the estimated stock
6
The opening stock plus deliveries, minus returns, minus sales
7
Variance-The counted stock minus the estimated stock.
8
The minimum stock allowed as specified in the product details.
9
The Maximum stock allowed as specified in the product details.
10
If stock falls below the minimum, this is the quantity needed to replenish the stock up
to the maximum value.
2
© 2005 Uniwell Software Development
42
6.3.3
ePOS Office Help
Stock Value
The stock valuation report shows the following information for the selected period.
Stock Valuation
Description
1
In
Stock
2
Cost
3
4
@Cost
Av
Cost
5
@AvCost
6
Retail
7
@Retail
Bottled
Carlsberg
104.00
£0.97 £100.88
£0.85
£88.40
£2.10
£218.40
Budweiser
240.00
£1.05 £252.00
£1.15
£276.00
£2.30
£552.00
£1.09
£1.29
£55.47
£2.20
£94.60
Sol
43.00
£46.87
1
The quantity of the product you currently have in stock. This is taken from the
stocktake figures if you have done a stocktake. If you haven't done a stocktake, the
software calculates what you should have in stock.
2
The cost of this product. This is the cost taken from the product file at present and
NOT the cost when you bought the product.
3
The cost value of the stock you currently have of this product. Calculated by
multipying the quantity in stock by the cost.
4
The average cost of the product taking account of all delivereis you entered in ePOS
Office.
5
The quantity of stock multiplied by the average cost.
6
The standard selling price (or Price 1) taken from the product file.
7
The retail value of the stock you currently have of this product. The quantity in stock
multiplied by the retail price.
6.3.4
Profit Potential
The profit potential report shows the following information for the selected period.
Description
1
In Stock
2
@Cost
3
@Nett
4
Profit
5
Margin
Bottled
Carlsberg
104.00
£100.88
£180.18
£79.30
44.01%
Budweiser
240.00
£252.00
£455.40
£203.40
44.65%
43.00
£46.87
£78.05
£31.18
39.94%
Sol
1
The quantity of the product you currently have in stock. This is taken from the
stocktake figures if you have done a stocktake. If you haven't done a stocktake the
software calculates what you should have in stock.
2
The quantity in stock multiplied by the standard price (price 1)
3
The quantity in stock multiplied by the standard price (price 1) minus tax
4
The @Nett minus the @Cost. This is the profit potential of your current stock.
5
The profit divided by the @Nett multiplied by 100.
© 2005 Uniwell Software Development
43
Reports
6.3.5
Stocktake Variance
The stocktake variance report shows the following information for the selected period.
Description
1
Units 2 Est Stock
3
Counted
4
5
Variance
6
@Cost
@Retail
Bottled
Carlsberg
Gallons
106.00
104.00
-1.00
-£0.97
-£2.10
Budweiser
Gallons
246.00
240.00
-6.00
-£6.30
-£13.80
Sol
Bottles
43.00
43.00
0.00
£0.00
£0.00
1
The Unit in which stock is counted. For example: Pacs, gallons, kilograms etc.
The Opening Stock, plus Deliveries, minus Returns, minus Sales.
3
The figure you entered after a stocktake if you have done a stocktake. If you havent,
the counted stock is the same as the estimated stock.
4
The Counted Stock minus Estimated Stock. This is the difference between what you
should have in stock and what you actually have in stock.
5
The cost value of the variance. The variance multiplied by the cost price.
6
The retail vaue of the variance. The variance multiplied by the retail price.
2
6.3.6
Stock Below Minimum
The stock below minimum report shows the following information for the selected
period.
Description
Code 1 Min Stock 2 In Stock 3 Max Stock
4
Needed
5
@ Cost
Bottled
Carlsberg
24
50.00
104.00
300.00
0.00
£0.00
Budweiser
25
50.00
240.00
300.00
0.00
£0.00
Sol
26
50.00
43.00
300.00
257.00
£280.13
1
The minimum stock allowed as specified in the product details.
This is the quantity of the product you currently have in stock. This is take from the
stocktake figures if you have done a stocktake. If you haven't, the software calculates
what you should have in stock.
3
The maximum stock allowed as specified in the product details.
4
If the stock falls below the minimum, this is the quantity needed to replenish the stock
up to the maximum value
5
The cost price of the stock needed to replenish the stock level up to the maximum
stock if it has fallen below the minimum.
2
© 2005 Uniwell Software Development
44
6.3.7
ePOS Office Help
Sales/Stock Report Selection
The report selection screen is accessed using the report selection button.
Alternatively it can be set to display every time you go into the sales or stock screens
in Setup > Preferences > System Options 140 .
1. Select specific products by major group, group or supplier.
2. You can display the products in order of description, PLU code or suppliers
reference.
3. Select which totals you want to display, either major groups and groups, major
groups only, groups only or suppliers.
4. If set to display in Setup > Preferences > System Options 140 you can also select a
start and end PLU code and/or a start and end description.
6.4
Reports Right Click
Right-click anywhere on any of the reports to get the above menu.
Copy
Copies any information you have selected. Select multiple fields in a table by holding
down shift or ctrl.
Select All
Selects all the information in the report making it easy to copy.
Raise Excel Document
Imports all the information into Excel and opens Excel on top of ePOS Office.
Chart
Opens the selected information in the chart module. Click here for more information
on charts 11 .
© 2005 Uniwell Software Development
Reports
6.5
Operators
1. Select one of the operator reports:
Sales Value
46
Transactions
46
Voids and Refunds
Errors
47
47
2. Select a date/period, site and location.
3. You can 'Export
8
', 'E-mail
9
' and 'Print
4. To access other options, right-click
5. You can draw charts
© 2005 Uniwell Software Development
11
44
10
' your sales reports.
anywhere on the report.
from the operators screen.
45
46
6.5.1
ePOS Office Help
Clerk Sales Value Report
The sales value report shows the following information for the selected date/period.
Name
1
Sales 1
1
1
Sales 2
Sales 3
1
2
Sales 4
Total
Anna
£489.55
£79.62
£159.40
£1 634.21
£2 362.78
Chris
£23.56
£2 419.23
£336.43
£0.00
£2 779.22
John
£76.34
£1 796.45
£0.00
£1 968.56
£3 841.35
Mark
£679.56
£67.21
£132.76
£1 769.78
£2 649.31
£1 269.01
£4 362.51
£628.59
TOTAL:
£5 372.55 £11 632.66
1
PLUs can be assigned to one of four sales types. Sales types can be used to calculate
clerk commission. The value of the sales type is the value of goods thie clerk has sold
in this sales type. The figure is taken directly from the Z-01 report.
2
This is the value of goods the clerk has sold in ALL sales types.
6.5.2
Clerk Transactions Report
The clerk transactions report shows the following information for the selected
date/period.
Name
1
Sales
2
Trans.
3
Average
4
Covers
5
Average
Anna
£2 362.78
38
£62.18
175
£13.50
Chris
£2 779.22
40
£69.48
143
£19.44
John
£3 841.35
51
£75.32
257
£14.95
Mark
£2 649.31
39
£67.93
186
£14.24
£11 632.66
168
£69.24
761
£15.29
TOTAL:
1
Values of ALL sales made by each clerk. Collected from the Z-01 report.
Total number of transactions per clerk. Collected from the Z-01 report.
3
The average value of each transaction Calculated by total value of (1)Sales divided by
the number of (2)transactions.
4
Total number of covers per clerk. Collected from the Z-01 report.
5
The average value of each cover. Calculated by the total 1Sales divided by the number
of 4Covers
2
© 2005 Uniwell Software Development
Reports
6.5.3
47
Clerk Voids & Refunds Report
The voids and refunds report shows the following information for the selected
date/period.
Name
1
Value
3
Average
4
Refunds
5
Value
6
Average
Anna
2
-£12.43
-£6.22
0
£0.00
£0.00
Chris
4
-£25.78
-£6.45
0
£0.00
£0.00
John
0
£0.00
£0.00
2
-£4.56
-£2.28
Mark
5
-£10.00
-£2.00
1 -£10.95
-£10.95
11 -£48.21
-£4.38
3 -£15.51
-£5.17
TOTAL:
1
The
The
3
The
4
The
5
The
6
The
2
6.5.4
2
Voids
number of voids performed by each clerk.
total value of all voids performed by each clerk.
average value of a (2)void divided by the number of (1)voids.
number of refunds performed by each clerk.
total value of all refunds performed by each clerk.
average value of a (5)refund divided by number of (4)refunds.
Clerk Errors Report
The errors report shows the following information for the selected date/period.
Name
1
Corrections
2
Value
3
Average
4
Clears
5
No Sales
Anna
3
-£5.76
-£1.92
7
1
Chris
0
£0.00
£0.00
8
0
John
6
-£14.56
-£2.43
2
3
Mark
1
-£1.89
-£1.89
4
0
10
-£22.21
-£2.22
21
4
TOTAL:
1
The number of corrections performed by each clerk.
The total value of ALL corrections performed by each clerk.
3
The average value of a correction performed by the clerk. Calculated by total value of
(2)
corrections divided by number of (1)corrections.
4
The number of clears performed by each clerk.
5
The number of No Sales performed by each clerk.
2
© 2005 Uniwell Software Development
48
6.6
ePOS Office Help
Transactions
The transaction screen displays the electronic journal (Z-99) in two formats:
Raw journal 48
Simple view of journal
Drill down journal 48
Allows you to search through the journal using specified parameters. For example,
search by clerk, POS terminal etc.
6.6.1
Raw Journal
1. Click on the transactions option. A message is displayed asking if you want to view
raw journal files. Select 'Yes'.
2. Select a site and POS terminal (ECR).
3. Select a period and date.
4. You can 'Export
6.6.2
8
', 'E-mail
9
' and 'Print
10
' your sales reports.
Drill Down Journal
1. Click on the transactions option. A message will appear asking if you want to view
raw journal files. Select 'No'.
2. Select one of the reports.
3. Select a site or individual POS terminal.
4. Select a period, enter a date range.
5. Click the tick button, the report will be shown in the main part of the screen.
6. To filter the report or display items in the report by category, click to filter button.
7. Double-click on one or more filter types then click OK.
8. To view the actual receipts, click the 'find receipts' button.
9. You can 'Export 8 ', 'E-mail
the top right of the screen.
10. You can draw charts
11
9
' and 'Print
10
' your POS reports using the buttons at
from the POS reports screen.
2Note:
To use this feature you must turn on the electronic journal on your POS terminals and
collect an electronic journal (Z-99) as part of your end session routine.
© 2005 Uniwell Software Development
Reports
6.7
49
Calculator Explained
Click on a part of the picture below for more information:
EPoS Office uses 6 decimal places, causing rounding errors. The example below
explains the rounding errors using: 6 Decimal places, 6 decimal rounded, Reported
values. You will notice that discrepancies between: 6 dec rounded and 2 dec
calculations due to rounding are rare but when they occur they can be up to 4 pence in
the example below, this is because rounding is made on the final results of all
calculations.
This chapter is to explain how discrepancies on the reports might occur.
In this Chapter, you will notice three columns with the calculated answers.
6 Decimal - Shows the calculated answer with 6 Decimal Places.
6 Decimal Rounded - Shows the previous column's (6 Decimal) answer, rounded to
two Decimals
2 Decimal Calculation - Shows what the outcome will be if only the report values are
used for calculations.
Product Calculations
Report Calculations
50
51
NOTE: All Calculations are based on VAT of 17.5%. The value 1.175 is used to remove
the VAT from the Selling Price. Both methods of calculation are shown in all examples.
On the Calculator you can put your own VAT amount in, and the calculations will be
© 2005 Uniwell Software Development
50
ePOS Office Help
adjusted accordingly.
6.7.1
Product Calculations
The Calculations shown are only the ones that are automatically calculated by ePOS
Office.
Selling Cost
Profit
%Margin
© 2005 Uniwell Software Development
Reports
6.7.2
51
Report Calculations
Gross Sales Report
Average Price
%Sales
%Overall
%Overall represents the OVERALL percentage sales of this product for the selected
date.
This will be equal to the %Sales unless a filter has been applied(See Gross Sales Report
2)
© 2005 Uniwell Software Development
52
ePOS Office Help
In the above report, the % Sales are recalculated, whereas the %Overall stays the
same as in Gross Sales Report1
© 2005 Uniwell Software Development
Reports
Tax
Nett Value
Cost
Profit
%Margin
© 2005 Uniwell Software Development
53
54
ePOS Office Help
Margin Analysis Report
Total Cost
Total Sales
© 2005 Uniwell Software Development
Reports
Total GP
GP%
© 2005 Uniwell Software Development
55
56
7
ePOS Office Help
Inventory
Automatic Ordering
Orders
57
Deliveries
Returns
61
63
Stocktaking
End Period
Audit
64
66
68
2 Note:
Please note that the inventory menu is not available for systems that have multiple
sites.
© 2005 Uniwell Software Development
Inventory
7.1
57
Orders
To add a new order:
1. Click the add button. A new order is added to the bottom of your list.
2. Use the stock transaction inspector to edit the order details
3. To add products, click the details button. Click here
adding products.
4. You can 'Export
8
', 'E-mail
9
' and 'Print
10
58
59
.
for information on
' orders.
5. To delete an order, click the delete button.
6. When the order is complete, click on the process button to confirm the order.
The order will now be pending in the Deliveries 61 screen.
7. Right-click 58 anywhere in the screen for more options.
Use the filter 60 and explorer 60 to find and view stock transactions.
2 Note:
Please note that the inventory menu is not available for systems that have
multiple sites.
© 2005 Uniwell Software Development
58
7.1.1
ePOS Office Help
Add Products
To add products/ingredients:
1. Click the add button, and select either 'Products' or 'Ingredients from the drop
down box, highlight a product/ingredient and click 'OK'.
2. Click the product inspector button. In this window edit the pack type, pack
cost and quantity.
3. You can 'Export
8
', 'E-mail
9
' and 'Print
10
' your list of items.
4. To delete an item click the delete button.
5. When you have finished adding items click the back button to return to the
main screen.
7.1.2
Inventory Right Click
Right-click anywhere in the inventory screens to bring up these options. Some options
that are not relevant or not available may be grayed out.
2Note:
The options listed in the right-click window may vary slightly from screen to screen.
© 2005 Uniwell Software Development
Inventory
7.1.3
59
Stock Transaction Inspector
The inspector window shows:
ID
Kind
Dated
Supplier
Each stock transaction is automatically given a unique ID number.
You can't change this number.
Kind describes the type of stock transaction. The types available are
order, delivery, return and stock take.
This is the date of the stock transaction. It can be changed if
required.
Select a Supplier from the drop-down box
Our Reference You can enter your reference code if required.
Their Reference You can enter a supplier's reference here if required.
Lines
Total Cost
© 2005 Uniwell Software Development
This is the number of lines, or different item types you have ordered.
This figure is automatically updated by the information you enter in
the stock transaction details screen.
This is the total cost of the order. The figure is automatically
updated by the information you enter in the stock transaction details
screen.
60
7.1.4
ePOS Office Help
Inventory Filter
To find a particular stock transaction or view certain selected stock transactions use the
filter.
1. Press F11 or pick 'Show Filter' from the right-click
menu to display the filter.
2. Click in the line you wish to specify a value for, for
example supplier.
3. Click the button with 3 dots and select a value (e.g.
a specific supplier) or a range (e.g. a time period).
Close
Keep filter on top
Clear filters
7.1.5
Inventory Explorer
To view stock transactions by supplier use the explorer.
1. Press F10 or pick 'Show Explorer' from the right-click menu to display the filter.
2. Select a supplier.
© 2005 Uniwell Software Development
Inventory
7.2
61
Automatic Ordering
UNDER CONSTRUCTION
To enable Automatic Ordering, see Setup > Preferences > Interfaces and Extra
Features.
7.3
Deliveries
Add A New Delivery
Finalise an Order 61
61
To add a new delivery:
1. Click the add button, a new delivery will be added to the bottom of your list.
2. Use the stock transaction inspector to edit the delivery details
3. To add products, click the details button. Click here
adding products.
4. You can 'Export
8
', 'E-mail
9
' and 'Print
10
58
59
.
for information on
' deliveries.
5. For Barcode Printing, select a delivery (before it being processed) and click
'OK'
6. To delete a delivery, click the delete button.
7. When you have finished, click on the Process button to add the items into
stock.
8. Right-click
Use the filter
58
60
anywhere in the screen for more options.
and explorer 60 to find and view stock transactions.
Please note that the inventory menu is not available for systems that have
multiple sites.
© 2005 Uniwell Software Development
62
ePOS Office Help
To Finalise an Order:
1. Select the Delivery from the list on the screen.
2. Use the stock transaction inspector to edit the delivery details
3. To add products, click the details button. Click here
adding products.
4. You can 'Export
8
', 'E-mail
9
' and 'Print
10
58
59
.
for information on
' deliveries.
5. For Barcode Printing, select a delivery (before being processed) and click 'OK'
6. To delete a delivery, click the delete button.
7. When you have finished, click on the finalised button to add the items into
stock.
8. Right-click
Use the filter
58
60
anywhere in the screen for more options.
and explorer 60 to find and view stock transactions.
Please note that the inventory menu is not available for systems that have
multiple sites.
© 2005 Uniwell Software Development
Inventory
7.4
63
Returns
To add a new return:
1. Click the add button, a new return will be added to the bottom of your list.
2. Use the stock transaction inspector to edit the return details
3. To add products, click the details button. Click here
adding products.
4. You can 'Export
8
', 'E-mail
9
' and 'Print
10
58
59
for information on
' returns.
5. To delete a return, click the delete button.
6. When the return is finalised, click on the Process button to remove the items
from stock.
7. Right-click 58 anywhere in the screen for more options.
Use the filter 60 and explorer 60 to find and view stock transactions.
2Notes:
The inventory menu is not available for systems that have multiple sites.
To record wastage, enter the stock transaction as a return and select the supplier
'wastage' (already set up in the system).
© 2005 Uniwell Software Development
64
7.5
ePOS Office Help
Stocktaking
To record current stock:
1. Click the add button. Select the options of the stocktake in the pop-up
screen.
Kind - Current stock can be updated if stock has been miscounted or missed off during
the previous stocktake, or As start of a Period where the opening stock can be modified.
Scope - Partial Stocktake: When doing a partial stocktake, only the items entered will
be changed/updated.
Any items not entered will keep the last count.
- Full Stocktake: When selecting a full stocktake, any items not entered will be
zeroed.
2. Use the stock transaction inspector to edit the stock details
3. To add products, click the details button. Click here
4. You can 'Export
8
', 'E-mail
9
' and 'Print
10
58
59
.
for information.
' returns.
5. To delete a stock transaction, click the delete button.
6. When the Stocktake is complete, click on the Process button to finalise the
stocktake.
7. Right-click 58 anywhere in the screen for more options.
Use the filter 60 and explorer 60 to find and view stock transactions.
Click here
65
for general advice on stock taking.
© 2005 Uniwell Software Development
Inventory
7.5.1
65
Stocktaking Advice
Retrospective Stock Takes
If you have done a full stock take and ended the period, the opening stock can be
modified. When you add a stock take item, select 'As at start of period' from the 'Kind'
box.
Interim Stock Takes
You can carry out as many stock takes as you like per period but the stock entered for
each product overwrites any stock entered previously in this period. To take interim
stock takes or carry out line checks, enter the items then export to Excel.
Stock Taking Sheets
To print stocktaking sheets, take a stock holding report, export it to Excel, remove
unwanted information and add an extra column for your counts.
Counting and Recording Stock
Stock of a product can be entered either in the product's stock unit or pack size. To
select a different unit, add the product then click on the right hand side of the 'pack
type' box. Click the 'select' button and choose a new unit.
© 2005 Uniwell Software Development
66
7.6
ePOS Office Help
End Period
What is a stock period?
A stock period is the time between stock takes. At the start of a period you have
opening stock. As you sell items and take delivery of more items their stock is adjusted
accordingly.
At the end of a period the stock you count should match the calculated closing stock.
Any discrepancies are reported and the stock you counted becomes your opening stock
for the next period.
Please note that the inventory menu is not available for systems that have multiple
sites.
Procedure for ending a period
1. Collect all the POS reports
26
.
2. Enter all receipts/declarations
3. Finalise all deliveries
61
4. Carry out a stock take
5. Enter the stock take
64
27
.
and returns
64
63
.
.
figures.
6. Save and/or print the period end report.
7. End the period.
Click here
67
for a sample end period report.
© 2005 Uniwell Software Development
Inventory
7.6.1
67
End Period Report
Description
Income
Cost
Profit
Margin
£5 351.42 £12 147.47
69.42%
£5 351.42 £12 026.08
69.20%
68.78%
Wet Stock
1
Gross Sales:
£21 083.00
2
Tax:
-£3 584.11
3
Nett Sales:
4
Variance:
5
Actual Receipts:
£20 961.61
6
Tax:
-£3 584.11
7
Nett Receipts:
8
Cost of Usage:
£5 423.91 £11 953.09
9
Usage At Retail:
£21 476.00
10
Promotions Adjustment:
11
Expected Receipts:
12
Amount Declared:
13
Stock Loss:
1
£17 498.89
-£121.39
£17 377.50
-£193.91
£21 279.09
£20 961.61
-£317.48
Collected from Z-41 report. This is the total amount of PLU sales that have been
registered on ALL POS terminals during this period.
2
Each product is assigned to one of four tax rates which are set in Setup >
Preferences. This is the total amount of tax payable on all products sold in this period.
3
Calculated by deducting 2Tax from 1Gross Sales.
4
This is the difference between 1Gross Sales and 5Actual Receipts.
5
The total amount declared for this period.
6
You can choose in preferences whether to use the tax on all individual produckts
sold, whether to tax the actual receipts figure by the highest taxt rate, e.g. 17.5% (this
means that you anly pay tax on the money you have actually counted) or to tax by a
specified rate. See Setup > Preferences > Receipt and Tax Settings 136 for more
information.
7
The 1Gross Sales minus 6Tax, minus 4Variance.
8
Calculated by Opening Stock plus Deliveries, minus Returns, minus Stocktake
figures. Usage is how much stock you actually used NOT how much stock the POS
reports declared has been sold. Therefore Usage takes into account wastage, theft etc.
Cost of Usage is the cost (what you paid for it) of the amount of stock you have used.
9
Retail value of the stock that has been used.
10
Difference between Standard Selling Price of a product and what it has actually been
sold for. For example: If the standard price of a pint of lager is £2 but sold 56 pints at
£1 each on a promotion night, the promotions adjustment figure is -£56.
11
The 9Usage at Retail minus 10Promotions Adjustment. Based on Used Stock And
Promotions Adjustments (NOT on sales made at the POS) This is what you're expected
to have made.
12
The total amount declared for this period.
13
The 11Expected Receipts minus 12Amount Declared. Stock loss will include wastage,
theft of stock, short- or overchanging, theft of money etc.
© 2005 Uniwell Software Development
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7.7
ePOS Office Help
Audit
The audit screen shows all orders, deliveries, returns and stock takes for a selected
stock period.
1. Select a stock period from the drop down list.
2. Use the stock transaction inspector to view the stock transaction details
59
.
3. To view the items, click the details button.
4. You can 'Export
8
', 'E-mail
9
' and 'Print
10
' the audit report.
5. Right-click 58 anywhere in the screen for more options.
Use the filter 60 and explorer 60 to find and view stock transactions.
Please note that the inventory menu is not available for systems that have
multiple sites.
© 2005 Uniwell Software Development
Inventory
8
Files
Products
70
Ingredients
Mixtures
79
Grouping
80
Suppliers
82
© 2005 Uniwell Software Development
73
69
70
8.1
ePOS Office Help
Products
To add a new product:
1. Click the add button, enter details
cancel.
71
for the new product. Click accept or
2. Products can be made up from ingredients, mixtures or other products.
Click here 72 for details on linking.
3. Click the breakdown button to show a product's links.
4. You can 'Export 8 ', 'E-mail 9 ' and 'Print
anywhere in the screen for more options.
10
' products. Right-click
72
5. To edit a range of products, select them by clicking in a description field then
holding down Ctrl and an arrow key or to select all use Ctrl + A, then click the inspector
button.
6. You can change the order in which products are displayed by clicking on the
headings at the top.
7. To change the screen view, move your cursor over the grey bar separating the
columns. When the cursor changes to two arrows, hold down the left mouse button
and drag to the left or right.
Examples of stock units/pack sizes
75
Example products/mixtures/ingredients
78
© 2005 Uniwell Software Development
Files
8.1.1
71
Product Details
Products Details:
Click here 75 for examples of stock/units/pack sizes
See Also Product Calculations 50 for more examples and explanations
PLU Code
Each PLU/product has a unique code that can be up to 16 digits long.
Description
PLU/Product name.
Group
All PLUs, products, mixtures and ingredients must be linked to a group,
all groups are linked to major groups. For example the PLU 'Carlsberg'
in the group 'Bottled Beer' in the major group 'Drinks'.
Four programmable tax rates are available. A PLU/Product can be
taxed by one of these rates
The price is the main/standard selling price of an item. Changing the
price in the 'Products' option will update the Price 1 in the default price
file (POS > Program) for all networks. Changing the price 1 in POS >
Program > Prices will NOT update the price in Files > Products.
The stock unit is the unit in which you count stock of the product. For
example bottles, packs, gallons, kilograms etc.
The number of selling units in a stock unit. For example 8 pints per
gallon.
The selling unit is how the item is sold. For example in pints, half
pints, measures, glasses etc. This is calculated automatically by the
software.
Select a supplier from the drop down box.
Tax Rate
Price
Stock unit
Items per
stock unit
Selling unit
Supplier
Supplier
reference
Pack size
Ave pack
cost
Pack cost
Selling cost
Min stock
Max stock
Enter a suppliers reference or your reference for this item.
The pack size is the number of stock units of a PLU contained within
your pack. For example, a barrel of beer containing 11 gallons. Your
pack size is 11.
The average cost of the current stock of this product. This is calculated
automatically from pack costs you enter in orders and deliveries but
can be change here if required.
Enter the cost per Pack
This is the cost of the item to you. This is calculated automatically by
the software from the figures you enter in orders/deliveries (Ave Pack
Cost)
If required you can enter a level that the stock must not fall below.
Items falling below this level will show on the 'Stock below min' report.
If required you can enter a level that the stock must not exceed.
Recycle PLU This is the number of the recycle PLU you want to link to.
Links
The number of other products, mixtures or ingredients that make up
this product. This figure is entered automatically by the software.
© 2005 Uniwell Software Development
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8.1.2
ePOS Office Help
Adding Links to Products, Mixtures & Ingredients
Adding Links to Products, Mixtures and Ingredients
1. From the main screen click the link/details button button.
2. Click add, select a product, mixture or ingredient the click OK.
3. Enter the quantity and select a unit then click 'Accept'.
4. You can 'Export 8 ', 'E-mail 9 ' and 'Print
anywhere in the screen for more options.
10
' mixtures. Right-click
72
5. Click 'Back' to return to the main screen.
Example products/mixtures/ingredients
8.1.3
78
Files - Right Click
Right-click anywhere in the files screens to bring up these options. Some options may
be grayed out and some may not appear if not relevant to that particular screen.
© 2005 Uniwell Software Development
73
Files
8.2
Ingredients
To add a new ingredient:
1. Click the add button, the ingredients inspector will be displayed. Enter
details 74 for the new ingredient. Click accept or cancel.
2. To edit an existing ingredient, highlight it and click the ingredient inspector
button.
3. You can 'Export 8 ', 'E-mail 9 ' and 'Print
anywhere in the screen for more options.
10
' ingredients. Right-click
72
4. To edit a range of ingredients, select them by clicking in a description field
then holding down Ctrl and an arrow key or to select all use Ctrl + A, then click the
inspector button.
5. You can change the order in which ingredients are displayed by clicking on the
headings at the top.
6. To change the screen view, move your cursor over the grey bar separating the
columns. When the cursor changes to two arrows, hold down the left mouse button
and drag to the left or right.
Examples of stock units/pack sizes
75
Example products/mixtures/ingredients
© 2005 Uniwell Software Development
74
8.2.1
ePOS Office Help
Ingredients Details
Ingredient Details:
Click here
75
for examples of Stock Units,Pack Sizes and Ingredients
Code
Description
Group
Stock unit
Items per stock
unit
Selling unit
Supplier
Each Item must have a unique number that can be up to 16
digits long
Each Item must have a description or name
All PLUs, products, mixtures and ingredients must be linked to a
group, all groups are linked to major groups. For example the
PLU 'Carlsberg' in the group 'Bottled Beer' in the major group
'Drinks'.
The stock unit is the unit in which you count stock of the
product. For example bottles, packs, gallons, kilograms etc.
The number of selling units in a stock unit. For example 8 pints
per gallon.
The selling unit is how the item is sold. For example in pints,
half pints, measures, glasses etc. This is calculated
automatically by the software.
Select a supplier from the drop down box.
Supplier reference Enter a suppliers reference or your reference for this item.
Pack size
Pack cost
Selling cost
Min stock
Max stock
The pack size is the number of stock units of a PLU contained
within your pack. For example, a barrel of beer containing 11
gallons. Your pack size is 11.
Enter the cost per pack.
This is the cost of the item to you. This is calculated
automatically by the software from the figures you enter in
orders/deliveries.
If required you can enter a level that the stock must not fall
below. Items falling below this level will show on the 'Stock
below min' report.
If required you can enter a level that the stock must not exceed.
© 2005 Uniwell Software Development
Files
8.2.2
Examples of Stock Units,Pack Sizes
Select a Product you would like to see an example of.
Pint Draught Beer
75
Half Draught Beer
75
Bottle Beer
75
Pint Shandy
75
Half Shandy
75
Vodka
75
Bottle of Wine
Glass of Wine
75
75
PINT DRAUGHT
BEER
Price
Stock Unit
Items Per Stock Unit
Selling Unit
£2.10
Selling Price
Gallons
8
Pints Per Gallon
Pints
Pack Size
11
Gallons per barrel
Pack Cost
£60
Cost of a barrel
£0.68
Cost to you Per Pint
£1.10
Selling Price
Selling Cost
Link
Link
HALF DRAUGHT
BEER
Price
Stock Unit
Items Per Stock Unit
Selling Unit
Each
1
Each
Pack Size
0
Pack Cost
£0.00
Selling Cost
£0.34
Link
Link
© 2005 Uniwell Software Development
0.5 x PINT DRAUGHT
BEER
75
76
ePOS Office Help
BOTTLE BEER
Price
Stock Unit
Items Per Stock Unit
Selling Unit
£2.80
Selling Price
Each
1
Each
Pack Size
24
Bottles Per Case
Pack Cost
£25.00
Cost Per Case
£0.96
Cost Per Bottle
£2.00
Selling Price
Selling Cost
Link
Link
PINT SHANDY
Price
Stock Unit
Items Per Stock Unit
Selling Unit
Each
1
Each
Pack Size
0
Pack Cost
£0.00
Selling Cost
£0.62
Link
Link
0.5 x PINT DRAUGHT
BEER
0.5 x PINT LEMONADE
HALF SHANDY
Price
Stock Unit
Items Per Stock Unit
Selling Unit
£1.00
Each
1
Each
Pack Size
0
Pack Cost
£0.00
Selling Cost
£0.31
Link
Selling Price
0.5 x PINT SHANDY
Link
© 2005 Uniwell Software Development
Files
VODKA
Price
£1.20
Selling Price
1.5 Litre
Bottle Size
60
Measures Per Bottle
25ml
Measure
Pack Size
6
Bottles Per Case
Pack Cost
£120.00
Cost Per Case
Stock Unit
Items Per Stock Unit
Selling Unit
Selling Cost
£0.33
Link
Link
BOTTLE OF WINE
Price
Stock Unit
Items Per Stock Unit
Selling Unit
£9.45
Selling Price
75cl
Bottle Size
1
Each
Pack Size
6
Bottles Per Case
Pack Cost
£26.70
Cost Per Case
£4.45
Cost Per Bottle
£1.40
Selling Price
Selling Cost
Link
Link
GLASS OF WINE
Price
Stock Unit
Items Per Stock Unit
Selling Unit
Each
1
125ml
Pack Size
0
Pack Cost
£0.00
Selling Cost
£0.74
Link
Link
© 2005 Uniwell Software Development
Size of Glass
Cost Per Glass
0.125 x WINE BY
750(size of
BOTTLE bottle)/6(glasses per
bottle)
77
78
8.2.3
ePOS Office Help
Example of Products, Mixtures & Ingredients
2Notes:
Products and mixtures can be made up of quantities of other products, (for example,
shandy made from lager and lemonade) mixtures and ingredients. Only products can
be sold directly, mixtures and ingredients cannot be sold.
© 2005 Uniwell Software Development
Files
8.3
79
Mixtures
To add a new mixture:
1. Click the add button, enter details
cancel.
for the new mixture. Click accept or
79
2. Mixtures can be made up from ingredients, products or other mixtures.
Click here 72 for details on linking.
3. Click the breakdown button to show a mixture's links.
4. You can 'Export 8 ', 'E-mail 9 ' and 'Print
anywhere in the screen for more options.
10
' mixtures. Right-click
72
5. To edit a range of mixtures, select them by clicking in a description field then
holding down Ctrl and an arrow key or to select all use Ctrl + A, then click the inspector
button.
6. You can change the order in which mixtures are displayed by clicking on the
headings at the top.
7. To change the screen view, move your cursor over the grey bar separating the
columns. When the cursor changes to two arrows, hold down the left mouse button
and drag to the left or right.
Examples of stock units/pack sizes
75
Example products/mixtures/ingredients
8.3.1
78
Mixture Details
Mixture Details:
Code
Each Item must have a unique number that can be up to 16 digits long
Description
Each Item must have a description or name
Group
All PLUs, products, mixtures and ingredients must be linked to a
group, all groups are linked to major groups. For example the PLU
'Carlsberg' in the group 'Bottled Beer' in the major group 'Drinks'.
The selling unit is how the item is sold. For example in pints, half
pints, measures, glasses etc. This is calculated automatically by the
software.
This is the cost of the item to you. This is calculated automatically by
the software from the figures you enter in orders/deliveries.
This is the number of products that is used to make up this
mixture/product
Selling Unit
Selling Cost
Ingredients
© 2005 Uniwell Software Development
80
8.4
ePOS Office Help
Grouping
What do you want to do?
Edit a major group name
80
Edit a group name and major group link
Change the screen view
80
80
Edit a major group name
1. Either press F12 or right-click on a major group and select 'Show Inspector'.
2. Edit the major group name.
3. Click on 'Accept' to save changes or 'Cancel' to delete changes.
Edit a group name and major group link
1. You can edit a group by pressing the inspector button or editing it within the list.
2. Edit the group name and link to major group.
3. Click on 'Accept' to save changes or 'Cancel' to delete changes.
Change the screen view
1. You can change the width of the left hand column or hide it completely.
2. Move your cursor over the vertical grey bar separating the columns.
3. When the cursor changes to two outward facing arrows, hold down the left mouse
button and drag the bar to the left or right.
4. To show the left hand column again if it is completely hidden move your cursor over
the grey bar separating the tags and the screen and drag it to the right.
Notes:
By default 48 groups exist.
You are not permitted to add and delete groups, only change their major group link.
You can 'Export 8 ', 'E-mail 9 ' and 'Print 10 ' groups. Right-click 72 anywhere in the
screen for more options.
Click here
81
for an explanation of the group structure.
© 2005 Uniwell Software Development
Files
8.4.1
81
Example of Groups
All products, mixtures and ingredients are in one of 48 groups which in turn are
assigned to one of 8 major groups. In addition to this, for reporting purposes three
classes are available, bar, food and misc. By default all major groups will be in the bar
class however you can assign one major group to food and one major group to misc in
Setup > Preferences > Basic Setup 130 .
Example:
© 2005 Uniwell Software Development
82
8.5
ePOS Office Help
Suppliers
This option displays a list of suppliers. Go to Files > Suppliers .
To add a new supplier:
1. Click the add button. A new supplier is inserted in the list.
2. Click the inspector button to edit the supplier details
3. You can 'Export
8
', 'E-mail
9
' and 'Print
10
83
.
' your supplier list.
4. To delete a supplier, click the delete button.
5. Right-click 83 anywhere in the screen for more options. Use the filter
view stock transactions.
84
to find and
© 2005 Uniwell Software Development
Files
8.5.1
83
Supplier Inspector
The inspector window shows:
Supplier
Enter the name of the supplier.
Account
This is a unique number you assign to the supplier.
Phone
The supplier's phone number.
Fax
The supplier's fax number.
Contact
Enter a contact name for the supplier.
Address 1-4
The supplier's address.
Postcode
The supplier's postcode.
Min Order
This is the minimum value of an order you can place with this
supplier.
The supplier's e-mail address.
E-mail address
Web site address The supplier's web site address.
8.5.2
Suppliers - Right Click
Right-click anywhere in the suppliers screen to bring up these options.
that are not relevant or not available may be grayed out.
© 2005 Uniwell Software Development
Some options
84
8.5.3
ePOS Office Help
Supplier Filter
To find a particular supplier or view certain selected suppliers use the filter.
1. Press F11 or pick 'Show Filter' from the right-click
menu to display the filter.
2. Click in the line you wish to specify a value for,
for example postcode.
3. Click the button with 3 dots and select a value or
a range.
Close
Keep filter on top
Clear filters
© 2005 Uniwell Software Development
Files
9
POS
Site Map
86
Program
90
Keyboard 109
Send 119
Enter Sales 120
Barcodes 121
© 2005 Uniwell Software Development
85
86
9.1
ePOS Office Help
Site Map
The site map shows the structure of your site(s). These are arranged into:
Sites
Locations
POS networks
POS terminals
What do you want to do?
Add a new site
87
Add a new location
87
Add/edit a POS network
88
Add/edit a POS terminal
88
Test Communications
89
Initialise the POS program data
89
© 2005 Uniwell Software Development
POS
9.1.1
87
Add/Edit a Site
To add a new site:
1. In POS > Site Map
click on the 'Site Map' tag.
2. Click the 'Add Site' button.
3. Click on the new site to change to name of the site.
4. You can 'Print
10
' the site details.
5. To change the site name, click on the site or press F2 then type in a new name.
6. To remove a site, highlight the site and click the 'Remove Site' button.
9.1.2
Add/Edit a Location
To add a new location:
1. In POS > Site Map
click on the 'Site Map' tag.
2. Click the 'Add Location' button.
3. Click on the new location to change to name of the location.
4. You can 'Print
10
' the site and location details.
5. To change the location name, click on the location or press F2 then type in a new
name.
6. To remove a location, delete all the terminals in the location then highlight the
location and click the 'Remove Location' button.
© 2005 Uniwell Software Development
88
9.1.3
ePOS Office Help
Add/Edit a Network
To add a new POS network:
1. In POS > Site Map
click on the 'Connection Map' tag.
2. Click the 'Add Network' or the 'Edit Network' button.
3. Enter/change the following information for the network:
Name
Model
Type
Connection
Port - name
IRC Adapter
Port - speed
MPLEX Mode
Modem Used
Telephone
4. You can 'Print
10
' the network details.
5. To remove a network, first remove all the terminals in the network then highlight
the network and click the 'Remove Network' button.
9.1.4
Add/Edit a POS Terminal
To add a new POS terminal:
1. In POS > Site Map click on the 'Connection Map' tag.
2. Click the 'Add Terminal' or the 'Edit Terminal' button.
3. Enter/change the following information for the terminal:
Name
Id1 and 2
Model
POS
Location
IRC
4. You can 'Print
10
' the terminal details.
5. To remove a terminal, highlight the terminal and click the 'Remove Terminal'
button.
© 2005 Uniwell Software Development
POS
9.1.5
89
Testing Communications
To test communications:
1. In POS > Site Map
click on the 'Connection Map' tag.
2. Highlight a POS network or a POS terminal and click the 'Communication Test'
button.
3. Click 'Start'.
4. If communications are established, the POS terminal(s) will beep and the software
will show a tick next to each terminal it finds.
5. Click 'Close' to return to the main software.
6. If communications fail, contact your reseller.
9.1.6
Initialise POS Program Data
When initially setting up ePOS Office, you can use an existing program file (from
previous software), receive a program from a POS terminal or start with a standard
program.
1. In POS > Site Map
click on the 'Connection Map' tag.
2. Highlight a POS network or a POS terminal and click the 'Initialise Program' button.
3. Select either 'Program File', 'Receive from POS' or 'Standard Program' and click 'OK'.
4. Tick 'Update product grouping names' if you want the grouping names in the
software to be changed to match the names in the POS, standard program or file.
5. If you select 'Program File', a new screen will be displayed where you can select the
file, specify its format and select information to import. When you click 'OK' the
software will import the file.
6. If you select 'Receive from POS', a new screen will be displayed, select a POS to
receive from and click 'Start'.
7. If you select 'Standard Program', the software will setup a blank, standard program
for you to start with.
8. After the program has been imported, exit and reopen the software, go into POS >
Program and POS > Keyboard to check the program is there.
© 2005 Uniwell Software Development
90
9.2
ePOS Office Help
Program
The program screen is used to edit the POS terminal program.
1. Select a site and POS network.
2. Select a tab to edit information:
PLU
91
Price
95
Look Up PLU
98
Cooking 100
Clerk 101
Group 102
Media 103
Adjustments 104
Discount Schemes 104
System 108
3. Use the 'Send' screen to send the program.
© 2005 Uniwell Software Development
POS
9.2.1
91
PLU
PLUs and products are the same. The term 'PLU' is used in relation to the POS terminal
where as the stock control system uses the term 'product'.
What do you want to do?
Add a new PLU
91
Add a sequential range of PLUs
Edit an existing PLU
Find a PLU
91
91
Change the PLU defaults
Delete a PLU
© 2005 Uniwell Software Development
91
91
91
92
ePOS Office Help
To add a new PLU:
1. Click the add button
2. Make sure 'Single Code' is selected.
3. In 'Code > First' enter a PLU code (up to 16 digits).
4. If this code already exists and you want to overwrite it, make sure 'Overwrite details
with defaults' is selected otherwise select 'Ignore duplicate codes'.
5. In 'General' enter the PLU name, select a group, enter a halo, select a category and
enter the prices. If the PLU is used in a set menu item, select 'Set menu item' in 'Kind'.
6. In 'Cooking' select cooking group and condiment links if required.
7. In 'Functions' set the PLU flags as required.
To add a sequential range of PLUs:
1. Click the add button
2. Make sure 'Sequential range' is selected.
3. In 'Code' enter first and last PLU codes (up to 16 digits).
4. If a code/codes in the range you specified already exist and you want to overwrite
them, make sure 'Overwrite details with defaults' is selected otherwise select 'Ignore
duplicate codes'.
5. In 'General' enter the PLU name, select a group, enter a halo, select a category and
enter the prices. If the PLU is used in a set menu item, select 'Set menu item' in 'Kind'.
6. In 'Cooking' select cooking group and condiment links if required.
7. In 'Functions' set the PLU flags as required.
To edit an existing PLU:
1. Click on the PLU you want to edit.
2. To change the name, delete the current name and type in a new name.
3. In 'General' enter the PLU name, select a group, enter a halo, select a category and
enter the prices. If the PLU is used in a set menu item, select 'Set menu item' in 'Kind'.
4. In 'Cooking' select cooking group and condiment links if required.
5. In 'Functions' set the PLU flags as required.
© 2005 Uniwell Software Development
POS
93
To find a PLU:
1. You can display only the PLUs in a specified group using the group drop down box.
2. You can view PLUs by the following types using the type drop down box.
Changed PLUs
PLUs that have been edited/changed since you last sent the PLUs to
the POS terminal(s).
New PLUs
PLUs that have been added since you last sent the PLUs to the POS
terminal(s)
Active PLUs
Standard active PLUs.
PLUs for
deletion
PLUs you have marked for deletion since you last sent the PLUs to
the POS terminal(s).
Inactive PLUs
PLUs that were marked for deletion then sent to the POS
terminal(s).
3. If you know the PLU code, you can click on the 'Find PLU' button and enter the code.
To change the defaults:
The PLU defaults are the default settings that will be used whenever you add new PLUs.
1. Click the 'defaults' button
2. In 'General' enter the PLU name, select a group, enter a halo, select a category and
enter the prices. If the PLU is used in a set menu item select 'Set menu item' in 'Kind'.
3. In 'Cooking' select cooking group and condiment links if required.
4. In 'Functions' set the PLU flags as required.
© 2005 Uniwell Software Development
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ePOS Office Help
To delete a PLU:
1. In Program > PLUs Click on the PLU(s) you want to delete.
2. Click the delete button. A message box will appear, click OK.
3. This PLU is now marked for deletion. In POS > Send select PLUs.
4. Click the lightening button, select 'Records for Deletion'.
5. When deletions have been sent collect a Z40 report using ePOS Office.
6. The PLUs will now be marked as inactive in ePOS Office. To delete the inactive PLUs
click the purge button.
7. In Preferences > System Options use the purge button to remove the products.
© 2005 Uniwell Software Development
POS
9.2.2
95
Prices
Prices are held in files. You can have several different price files and use different files
on different sites, networks etc.
What do you want to do?
Edit prices
95
Create a new price file
Delete a price file
Reset a price file
95
95
95
To edit the prices in a price file:
1. You can display only the PLUs in a specified group using the group drop down box.
2. Select the shift level you want to edit.
3. Change the standard and modifier 1 and 2 prices.
4. By default, the tab button tabs horizontally across rows. Click the column edit box
the tab vertically.
2Notes:
Changing the price in the 'Products' option will update the Price 1 in the default price
file (POS > Program) for all networks. Changing the price 1 in POS > Program > Prices
will NOT update the price in Files > Products.
To create a new price file:
1. Click create and enter a name for the new price file.
2. Click zero to set all the prices to zero initially.
3. To base the prices on another price file, select 'Price File' and choose an existing
price file from the drop down list.
4. Click OK.
© 2005 Uniwell Software Development
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ePOS Office Help
To delete a price file:
1. Click on the price file you want to delete.
2. Click the delete button.
3. When the message box is displayed, check that this is the file you want to delete.
4. Click OK.
To reset a price file:
1. Click on the price file you want to reset.
2. Click the reset button.
3. Click zero to set all the prices to zero initially.
4. To base the prices on another price file, select 'Price File' and choose an existing
price file from the drop down list.
5. Click OK.
© 2005 Uniwell Software Development
POS
9.2.3
Customers
Enter details of customers here.
Customer function MUST be enabled on the POS for this feature to work.
© 2005 Uniwell Software Development
97
98
9.2.4
ePOS Office Help
Lookup PLU
A look up PLU (LU PLU) is a function button that when pressed displays a list of PLUs for
selection.
2Notes:
Lookup PLUs are programmable if the system is setup to edit Lookup PLUs by Network
in System > POS Security 134
What do you want to do?
Change the LU PLU Name
Add PLUs to the LU PLU
Delete PLUs in a LU PLU
98
98
98
Change the order of the PLUs
Edit the LU PLU Flag
98
98
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Change the LU PLU name
Click on the current LUPLU name, type in a new name. Press Enter.
Add PLUs to the LU PLU
1. Click on the PLU you want to edit.
2. To add a PLU to the end of the list, click append and select a PLU.
3. To insert a PLU in the list, click on the PLU you want to insert above, click insert and
select a PLU.
Delete PLUs in a LU PLU
1. Click on the PLU you want to edit.
2. Click 'Remove'.
Change the order of the PLUs
Highlight a PLU and use the 'Move Up' and 'Move Down' buttons to move the PLU in the
list.
Edit the LU PLU flag
1. Click on the PLU you want to edit.
2. Click on the 'functions' tag.
3. Edit the flag as required.
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9.2.5
ePOS Office Help
Cooking
In this screen you can edit bothcooking groups and condiment groups.
What do you want to do?
Edit cooking instructions 100
Edit the cooking instructions in a cooking group 100
Edit the PLUs in a condiment group 100
Edit cooking instructions
1. Make sure the 'Cooking groups' tag is selected.
2. Click the 'Instructions' button.
3. Click on the instruction you want to edit and type in a new description.
Edit the cooking instructions in a cooking group
1. Make sure the 'Cooking groups' tag is selected.
2. Highlight a cooking group. To add a cooking instruction to the end of the list click
append and select an instruction.
3. To insert a cooking instruction in the list, click on the instruction you want to insert
above, click insert and select an instruction.
4. Highlight an instruction and use the 'Move Up' and 'Move Down' buttons to move
instructions in the list.
5. Click 'Remove' to delete a cooking instruction
Edit the PLUs in a condiment group
1. Make sure the 'Condiment groups' tag is selected.
2. Highlight a condiment group. To add a PLU to the end of the list click append and
select a PLU.
3. To insert a PLU in the list, click on the PLU you want to insert above, click insert and
select a PLU.
4. Highlight a PLU and use the 'Move Up' and 'Move Down' buttons to move PLUs in the
list.
5. Click 'Remove' to delete a PLU.
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Clerk
For each clerk you can edit:
Clerk Name
Clerk/Operator Name
PIN
Each clerk has a unique pin number that can be up to 4 digits
long
Commission
Each clerk can have their own commision rate. Commission can
be earned on one or more of the sales types
Job 1
Clerks are assigned job codes when the time and attendance
system is in use.
The job code would usually be used to indicate the clerk's level
of authority or position on a pay scale.
Job 2
Report Security
Each report on the POS can have one or more of 8 security
levels against it. Each clerk is assigned a security level
(number) between 0 and 8. If the security level is 0 the clerk
will not have access to any reports. If the clerk has a security
level between 1 and 8 they will have access to reports that
have the corresponding security level assigned.
Program Security Each program on the POS can have one or more of 8 security
levels against it. Each clerk is assigned a security level
(number) between 0 and 8. If the security level is 0 the clerk
will not have access to any program options. If the clerk has a
security level between 1 and 8 they will have access to program
options that have the corresponding security level assigned.
Flags
© 2005 Uniwell Software Development
A flag (system, clerk etc) is a setting that controls functionality.
Each flag has 8 bits that can be set to on or off.
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ePOS Office Help
Group
What do you want to do?
Edit major groups 102
Edit groups 102
Edit categories 102
Edit major groups
1. Make sure the 'Major Group' tag is selected.
2. Click on the major group you want to edit and type in a new description.
Edit groups
1. Make sure the 'Group' tag is selected.
2. You can display the groups by major group using the drop down box.
3. Click on the group you want to edit, type in a new description and edit the flag as
required.
Edit categories
1. Make sure the 'Category' tag is selected.
2. Click on the category you want to edit and type in a new description.
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Media
For each media you can edit:
Descriptor
Media name, e.g 'Cash', 'Cheque'.
Halo
HALO stands for High Amount Lock Out. A PLU HALO sets the
maximum price a PLU can be sold for. A HALO consists of two
numbers, the first is the units and the second is the number of
zeros after the units. For example £20.00 would be 23.
2Note:The format of the HALO is different on some ECRs. Please
refer to the operation manual of your ECR.
Exchange Rate This is for Medias that are set as foreign currency medias.
2Note:If you are not using foreign currency, you MUST set all
media exchange rates to zero.If you enter an exchange rate for
any of your media, the Declaration 27 and Banking 28 screens
behave slightly differently.
Flags
A flag (system, clerk etc) is a setting that controls functionality.
Each flag has 8 bits that can be set to on or off.
Presets
A preset tender button automatically tenders a preset amount, for
example £5, £10. They are used to speed up finalisation.
Paid Outs
Paid outs record an amount of money taken from the cash drawer
when no customer transaction has taken place. For example for
wages or to pay a supplier.
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ePOS Office Help
Adjustments
In the adjustments screen you can edit:
Adjustments An adjustment gives a fixed percentage discount or surcharge on
specified items.
Percentages Percentages can act on an item or the subtotal by either a set rate
or a manually entered rate. They can be negative (discount) or
positive (surcharge).
Discounts
A discount gives a reduction by a set amount and can act on an item
or a subtotal.
9.2.10 Discount Schemes
Discount schemes (mix and match) are only available on the TX and DX. There are five
types of discount scheme available. Click on one of the links below for more
information.
Types of discount schemes available 105
General notes on discount schemes 106
How to set up a discount scheme 106
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9.2.10.1 Types of Discount Schemes
1. One free on quantity purchase
Buy X number of the same item and get
one free.
For example buy two Budweiser and get
one free.
2. One free on mixed quantity purchase Buy X number of different (or the same)
items of the same price and get one
free. For example buy 1 Becks, 1 Pils
and 1 Bud and get one free.
3. Lowest free on mixed quantity
Buy X number of different items and get
purchase
the lowest priced one free.
For example buy 2 meals and get the
cheapest free.
2Note:
4.
5.
6.
7.
Multiple entry of this type is
not possible - for example 3 x Becks.
Discount on quantity purchase
Buy X number of the same item and get
a fixed amount discount.
For example buy two desserts and get
£1.00 off.
Discount on mixed quantity purchase Buy X number of different (or the same)
items and get a fixed amount discount.
For example buy any three cocktails and
get £2.00 off.
Discount on combined purchase
Buy X number of different items and get
a fixed amount discount.
For example, buy SANDWICH, CRISPS,
DRINK at 1.99, 0.35 and 0.49 and get a
0.33 discount. In other words, buy three
meals for 2.50
Price on combined purchase
Buy X number of different (or the same)
items for a fixed price.
For example buy a sandwich, coke and
crisps for £4.00
2Note:
All items in this scheme must
be allocated to a different groups. For
example Sandwich, Sandwich and Coke
is NOT allowed.
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9.2.10.2 Notes on Discount Schemes
1. Any mix and match item that is sold as complimentary does not feature in the mix
and match calculations.
2. Mix and match items do not function as mix and match within a set menu.
3. Adjustments will only work for the chargeable portion of any mix and match items
that have been discounted.
4. Tax and VAT is only calculated on the chargeable portion of any mix and match
items that have been discounted.
5. Bills containing mix and match items may only be split by quantity - not item.
6. A PLU may only be part of one promotion at a time.
7. A new report 51/52 shows the mix and match details.
9.2.10.3 How to Setup a Discount Scheme
1. On the POS terminal in SP112 set the maximum number of mix and match schemes
that can be used.
2. In Program > Discount Schemes
to use.
3. In Program > PLUs
set up the mix and match schemes you want
assign items to the appropriate discount scheme.
4. Each of the 5 different discount scheme types can be given a user text description.
Change user text 99-103 in Program > System > Text
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9.2.11 Wages
Job
Pay
Ê
Ê
Standard
Overtime
Attendance /
Grace Period
Up to four jobs can be assigned to a clerk.
The Job code is the job the person is actually doing – ie
Barman, Kitchen porter, Chef, Glasswasher, Bar Manager etc.
Up to four pay rates per job can be assigned to each clerk.
These rates should be assigned to the clerk to calculate the
labor cost for each job.
Standard rate of Pay
Rate of Pay for Overtime
Grace period is defined as the allowable time period in which a
clerk can log on and off. Up to four periods can be assigned to
each clerk.
For example, Grace Period 1 is assigned to Clerk 1
In the above case, CLERK 1 can log on between 8:30 ~ 9:00,
and log out between 11:50 ~ 12:10 but can not log on at 8:29
or 9:01 or logout at 11:49 or 12:11 (or any times OUTSIDE
the stipulated times) on the POS and the display will show
"MANAGER KEY REQD".
The attendance report is available on the Z19 Report.
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9.2.12 System
In the system screen you can edit:
Functions System Flags (SF) control POS functionality. Each flag contains 8
options each of which can be set to 0 or 1 (off or on). For example
'Compulsory table number entry'.
Text
User text is the default descriptions for function buttons etc. For
example, BILL # could be changed to read ORDER # etc. The default
warning messages can also be changed to suit your preferences.
Security
This option allows you to enter security levels against each report and
program. There are 8 security levels (1 to 8) - reports/programs can
have more than one security level assigned. Each clerk is assigned a
security level (number) between 0 and 8. If the security level is zero
the clerk will not have access to any reporting options. If the clerk has
a security level between 1 and 8 they will have access to reports that
have the corresponding security level assigned.
Logo
The logo printed on the top of the receipt can be a standard text logo
or a graphic logo.
Shifts
Lookup PLU menu shift values: when the 2nd, 3rd, 4th or 5th menu
level is selected the LUPLU menu shift value is added to the LUPLU
number. For example, LUPLU 5 is assigned to menu level 1 and the
LUPLU menu shift value for menu level 2 is 10. When the menu level is
changed to menu level 2, LUPLU number 15 is assigned to the screen.
Price and menu shift levels: these are the default levels the POS
terminal uses.
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9.3
Keyboard
What do you want to do?
Assign Cooking Message Buttons 110
Assign Function Buttons 110
Assign Hard PLUs 111
Assign Look Up PLUs 112
Edit Clerk Details 113
Edit Condiment Groups 113
Edit Groups 113
Edit PLUs 114
Edit System Information 115
Exporting & Printing a Keyboard 116
Edit the Touchscreen Button Caption and Colour 117
Edit the Touchscreen Function Key Page 118
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ePOS Office Help
Assign Cooking Messages
1. Select 'Keyboard' in the 'POS' section.
2. Select 'Cooking Msg Keys' from the list in the top left corner.
3. Drag and drop the cooking messages from the list onto buttons.
4. To edit cooking messages, either double-click on a message on the list or click on a
cooking message button.
5. To edit cooking groups, click the 'Cooking' button on the right.
9.3.2
Assign Function Buttons
1. Select 'Keyboard' in the 'POS' section.
2. From the list in the top left corner, select 'Function Keys'.
3. A list of keys is displayed on the left.
4. Drag and drop function keys from the list onto the buttons.
5. To edit the function button caption and colour for a Touch Screen Terminal, click on
the large 'Screen' button.
Click here 117 for more details.
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Assign/Maintain Hard PLUs
What do you want to do?
Assign hard PLUs to the screen 111
Assign PLUs to hard PLUs 111
Assign hard PLUs to the screen
1. Select 'Keyboard' in the 'POS' section.
2. From the list in the top left corner, select 'Hard PLUs'.
3. Drag and drop the hard PLUs from the list onto the buttons.
4. To edit the PLU button caption and colour for a Touch Screen Terminal, click on the
large 'Screen' button.
Click here 117 for more details.
Assign PLUs to hard PLUs
1. A hard PLU may have up to 5 PLUs linked, one for each menu level. Click on the
'System' button on the right and set the number of menu levels used. Go back to the
main screen.
2. To assign PLUs, click on the hard PLU.
3. A new window will appear. Drag and drop PLUs from the list to the menu levels on
the right. To remove a PLU double click on the PLU in the menu level box.
4. You can edit PLUs 114 from here by double-clicking on them.
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9.3.4
ePOS Office Help
Assign/Maintain LU PLUs
A Look Up PLU is a special function button that when pressed displays a list of PLUs for
selection.
What do you want to do?
Assign Look Ups to the screen 112
Edit Look up PLUs 112
Assign Look Ups to the screen
1. Select 'Keyboard' in the 'POS' section.
2. From the list in the top left corner, select 'Look Ups'.
3. Drag and drop the look ups from the list onto the buttons.
Edit Look up PLUs
1. Click on the look up button or click the 'Look Ups' button on the right.
2. Add PLUs to the look up by dragging and dropping. To remove a PLU, double click
on it.
3. Edit the look up PLU name and click on 'Flag' to edit the look up flag.
4. You can edit PLUs 114 from here by double-clicking on them.
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Edit Clerk Details
To edit clerks:
1. Select 'Keyboard' in the 'POS' section.
2. Click on a hard clerk button or click the 'Clerks' button at the right of the screen.
3. A list of clerks is displayed. Double-click on a clerk to edit the clerk details.
9.3.6
Edit Condiment Groups
1. In 'Keyboard' click the 'Condiments' button on the right.
2. A list of 1condiment groups will be displayed.
3. Double click on the one you wish to edit.
4. Add PLUs to the condiment group by dragging and dropping. To remove a PLU
double click on it.
5. Edit the condiment group name by typing in the name box.
1
A condiment group is a list of PLUs that can be linked to a main PLU. For example
condiment group 'Potatoes' containing PLUs 'Chips', 'Jacket' and 'New potatoes' linked
to the main PLU 'Steak'.
9.3.7
Edit Groups
1. In 'Keyboard' click the 'Groups' button on the right.
2. A list of 1groups will be displayed.
3. Double click on the one you wish to edit.
4. Edit the group's name, flag and link to 2major group.
1
All PLUs, products, mixtures and ingredients must be linked to a group, all groups are
linked to major groups. For example the PLU 'Carlsberg' in the group 'Bottled Beer' in
the major group 'Drinks'.
2
All PLUs must be linked to a group, all groups are linked to major groups. For example
the PLU 'Carlsberg' in the group 'Lager' in the major group 'Drinks'.
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ePOS Office Help
Maintain PLUs
1
PLUs can be accessed for editing in three ways
1. By clicking on a 2Hard PLU button and double clicking on a PLU in the list.
2. By double clicking on a PLU from within the look up PLU editing window.
3. By clicking the 'PLUs' button on the right.
A PLU editing window will open where existing PLUs can be edited and new PLUs can be
added.
1
PLU - Price Look Up. Price look up allows sales of items through individual PLU codes
instead of prices. When a PLU is sold the POS automatically registers the PLU price,
groups and other pre-programmed information.
2
A hard PLU is a button on the screen or keyboard that is used to sell a PLU. PLUs are
linked to hard PLUs.
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Edit System Information
1. In 'Keyboard' select 'System' from the 'Edit' tab at the bottom.
2. A new window will open where you can edit the following:
System Flags
System Flags (SF) control POS functionality. Each flag contains
8 options each of which can be set to 0 or 1 (off or on). For
example 'Compulsory table number entry'.
Menu Shifts
PLUs can be arranged in different menu levels. For example a
lunchtime and evening menu. To change between menus a
menu shift button can be used or the POS can be set to
automatically shift menu levels at a preset time.
Discount Amount A discount gives a reduction by a set amount and can act on an
item or a subtotal.
Adjustments
An adjustment gives a fixed percentage discount or surcharge
on specified items.
Percentages
Percentages can act on an item or the subtotal by either a set
rate or a manually entered rate. They can be negative
(discount) or positive (surcharge).
Tax Rates
Four programmable tax rates are available. A PLU/product can
be taxed by one of these rates.
Preset Tenders
A preset tender button automatically tenders a preset amount,
for example £5, £10. They are used to speed up finalisation.
User Text
Key symbols (also known as user text) are the default
descriptions, these can be changed to suit your requirements.
For example you could change 'BILL #' to 'Order No.' or
'Location' to 'Area'.
Media Name
Media are methods of payment for example cash, cheque, visa.
Locations
Location is used to describe two different things and it is
important not to confuse the two. IRC location refers to the
location of the POS within the IRC network. Seating location
refers to the area customers are seated. This can be entered
at the time of sales and printed on the kitchen printer.
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9.3.10 Export/Print Keyboard Layout
1. Click the export button in the top right hand corner.
2. Select a menu level to export.
3. Select a folder to save the keyboard in and type in a file name.
4. Click 'Save'.
5. A new window will open showing you keyboard files, select the keyboard and click
'Open'.
6. The keyboard will open in Word, edit the text and colors as required.
2Note:
This feature is only available if you are using Microsoft Word 97 or above. The keyboard
exporting feature is only for the SX7000 and UX7000 range.
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9.3.11 Touchscreen
Touchscreen Button Caption and Colour
What do you want to do?
Edit the button caption 117
Edit the text colour 117
Edit the background colour 117
Copy another button's colours 117
Edit different menus 117
Restore the defaults 117
More Information 117
Edit the button caption
1. Click the 'Screen' button.
2. Left-click on the button you wish to change so that the selection marker points to it.
3. Type both lines of the button caption in the text boxes on the right hand side.
Edit the text colour
1. Click the 'Screen' button.
2. Left-click on the button you wish to change so that the selection marker points to it.
3. Use the drop-down list labelled 'foreground' to select a new text colour.
Edit the background colour
1. Click the 'Screen' button.
2. Left-click on the button you wish to change so that the selection marker points to it.
3. Use the drop-down list labelled 'background' to select a new text colour.
Copy another button's colours
1. Click the 'Screen' button.
2. Left-click on the button you wish to copy so that the selection marker points to it.
3. Drag the cursor from the highlighted button to the button you wish to change.
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Edit different menus
Use the box labelled 'menu shift' to select the level you wish to change. Each menu
level has a separate screen.
Restore the defaults
The 'Defaults' button restores the function button captions to the defaults and the PLU
button captions to the assigned PLU name.
More Information
The functionality of the buttons must be defined from the main window. Only the
button colours and captions of the buttons can be changed in the 'Screen' window.
The screen display on the TX850 must be refreshed after programming any button
changes. Turn the key to OFF, wait for the display to blank, move the key back to the
R position.
9.3.12 Edit Touchscreen Function Keys
A function key page is available on the Touchscreen Terminals. This is accessed by the
'Function' button on the main page. Assign the function button to the main screen in
Keyboard. To edit the keys on the function key page, click the red arrow on the right of
the Keyboard screen. To return to the main page, layout click the arrow button again.
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Send
In the 'Send' screen you can select information to send to selected POS terminals:
1. Click in the boxes next to the information you want to send.
2. Click in the boxes next to the terminals you want to send to.
3.
Click the send button.
4.
To send the time and date, click the date button.
In the send option you can view a list new and amended PLUs.
This is useful to review changes before sending your PLUs to the terminals.
Click here 119 for more information.
9.4.1
View PLU Changes
In the send option you can view a list of new and amended PLUs. This is useful to
review changes before sending your PLUs to the terminals.
1.
To review changes click on the details button.
2. Select a POS terminal.
3. Select the information you want to view:
4. Choose whether to show prices or not.
5. You can print the list of updates if required.
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9.5
ePOS Office Help
Enter Sales
To record sales in the software instead of on the POS:
1. Select the date and time using the
button.
2. Select a POS terminal.
3. Click the 'Sign on Clerk' button and select a clerk from the list.
4. To add a sale, click the '+ Sale' button, to perform a refund click the '- Refund'
button.
5. Select a PLU from the list. To find a PLU, type the code in the 'Find' box.
6. Use 'Media Payment' to finalise the sale.
7. Click 'Process' to add the sale to the sales reports.
8. The sale will be added into your POS reports
26
.
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9.6
Barcodes
9.6.1
File Maintenance
121
In File Maintenance, you setup the products for barcoding. You can select if you want
Price Labels, Shelf Edge Labels or both. PLUs that can be added and deleted in order to
be able to print only the barcodes that you want.
Click any of the icons to see a description of that option.
Close
Closes the current Screen
Refresh Data
Refreshes the Data. It will update any price changes that has been done in ePOS Office
Print
Prints a list of the current product listing
Save
Saves a copy of the current product listing.
Email
An e-mail of the current product listing can be sent.
Show Properties
Shows the properties of the selected line.
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You can change the details on this screen.
Show Explorer
Shows a structured layout on the left of the screen.
The contents of the layout can be changed by clicking on the
button.
Modify Column Layout
To change the current layout of the screen, click the
button. The following popup
screen will then show where you can select the columns you want to be visible.
© 2005 Uniwell Software Development
POS
First Record
Jumps to the first record of the Product list
Previous Record
Jumps to the previous line of the Product list
Next Record
Jumps to the next line of the Product list
Last Record
Jumps to the last record or the Product list
Find Record
You can search for a barcode item by any of the following.
Barcode
Product
Description
Price
Per Unit
Weight/Volume
Price Per (click on the
Free Text
Scope
icon to see this and the following 2 options)
Insert Record
A new record can be inserted by selecting one of the following:
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All the available products from the selected option will be listed in order to be added to
the barcode list.
Delete Record
Deletes the current record. A warning message will pop up to confirm the deletion
Accept Changes
Saves the changes that has been made to the current.
Cancel Changes
Cancel any changes that have been made to the current record
Undo Changes
Will undo the last action/actions taken on the File Maintenance Screen. e.g. when
deleting the wrong record, by pressing 'undo' will add it back in.
Redo Changes
Will repeat any action that has been made on the 'undo' option. e.g. deletes the item
again after pressing undo.
9.6.2
Print Product Labels
New Label List
Empty Label List - Clears the current list and creates a blank list page
Generate Labels for Delivery - Allows you to select the order or delivery that has
been created in ePOS Office.
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Generate Labels for PLU/Price Changes - Will create a list of all
PLU(description)/Price changes that has been done since the last Batch Printing.
Close
Closes the application
Show Properties
Shows the Properties of the product. Here the number of shelf edge labels or Price
Labels to be printed can be adjusted.
Insert Record
Insert PLUs manually
Delete Record
Delete the currently selected record/records
Accept Changes
Saves any changes made to the record
Undo Changes
Ignores any changes made to a record
Print Shelf Edge Labels
Opens a Barcode Template for the current Label List in order to print Shelf Edge Labels.
To set up the default layout, see Label Templates 126
Print Price Labels
Opens a Barcode Template for the current Label List in order to print Price Labels.
To set up the default layout, see Label Templates 126
9.6.3
Print Ingredient Labels
UNDER CONSTRUCTION
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9.6.4
ePOS Office Help
Label Templates
UNDER CONSTRUCTION
10
Setup
Users 127
Preferences 129
© 2005 Uniwell Software Development
Setup
127
10.1 Users
If the system is set up to use password entry (Setup > Preferences > Basic Setup 130 ),
then the users screen shows the users and their security levels at the top and an
activity log at the bottom. If the system does not use password entry, then just the
activity log is displayed.
What do you want to do?
Contents of the Activity Log 127
Setting up/chaning user security 127
Changing your password 127
Add a new user 127
Contents of the activity log
The activity log shows the date and time the user logs on and off and the time they
enter and leave each section. For example:
Date
Time
Action
03/01/2004
09:50:37
Logged On
03/01/2004
09:51:58
Reports:Weekly
03/01/2004
09:58:12
Reports:Weekly:->>>>>
03/01/2004
09:58:36
Tasks:Banking
03/01/2004
10:12:03
Tasks:Banking:->>>>>
03/01/2004
10:12:23
Logged Off
Setting up/changing user security
1. In Setup > Preferences > Basic Setup 130 check the box that says 'Use password
entry with security levels.
2. In 'Users' Select the user from the drop down box at the top.
3. Check the options to which you want that user to have access.
Changing your password
1. In Setup > Preferences > Basic Setup 130 check the box that says 'Use password
entry with security levels.
2. In 'Users' Select the user from the drop down box at the top.
3. Click the password button and enter a new password. Passwords are not case
sensitive.
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Add a new user
1. In Setup > Preferences > Basic Setup 130 check the box that says 'Use password
entry with security levels.
2. In 'Users' Select the user from the drop down box at the top.
3. Click the add button and enter a new user name and password.
4. You may now select the options to which you want the user to have access.
2Note:
Preferences will not take effect until you have closed and re-opened ePOS Office.
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10.2 Preferences
1. In the right hand column you can enter notes about your setup.
2. You can 'Export 8 ', 'E-mail
top right of the screen.
9
' and 'Print
3. Click on an option below for more details.
Basic Setup 130
Home Page 132
End Session Reports 133
POS Security 134
Receipts and Tax Settings 136
Headings for Transaction Totals 138
System Options 140
Support Page 144
Interfaces and Extra Features 144
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' your settings using the buttons at the
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ePOS Office Help
10.2.1 Basic Setup
Click on a part of the picture below for more information:
House Name
This is usually your business/company name. The text you enter here appears on the
top of all your reports.
Data Collected before this is for Previous Day
This is the time before which any sales made are added to the previous day's sales. For
example if a nightclub is open until 2am on Sunday morning you would want all sales
made before 2am on Sunday to be entered into Saturday's figures.
Week Ends On
This is the day you want the week to end on for reporting purposes.
Font for Print and Print Preview
The font you select here will be used on all of the reports.
Use Password Entry
If this box is ticked then you can set up software users in the users screen. Each user
can have their own password and access settings.
Exclude GT2
Enabling this option will Exclude the Grand Total 2 Figure from ALL reports.
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Maximum Lines on User Log
When you select to use Password Entry, a user log is created in the Setup>Users
screen. This is the maximum number of lines that will be logged per user. It can be set
to a minimum of 50 to maximum 250 lines.
Major Groups
Products/PLUs are organised into Groups, which in turn are arranged in major groups.
All major groups are assumed to be drinks unless specified here. One major group can
be specified as food and one major group can be specified as misc.
Session Times
The software can be setup to automatically collect reports at the end of a session at
specified times. You can have up to three sessions per 24 hour period. Specify the
times you want the reports collecting here.
Number of Previous Periods in Audit Reports
The audit report will include information from the number of periods you specify here.
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ePOS Office Help
10.2.2 Homepage
What do you want to do?
Choose what to display on startup 132
Set up a custom home page 132
Select reports to display on the home page 132
Choose what to display on startup
1. You can select what you want to display on the home page by default from:
Reminders
Suppliers
Custom
82
17
Contacts
Reports
30
31
19
2. In Preferences > Home page click in the circle next to your choice. If you select
'Custom', see below on how to set up.
Set up a custom home page
1. In Preferences > Home page
select 'Custom'.
2. Save your htm or html page in the ePOS Office Directory.
3. In the 'Custom page name:' box enter the name of your page, e.g.
''baronehome.htm' and a path if required, e.g. 'mypages/baronehome.htm'.
2Notes
You can't link to an external web page, the page must be stored on your PC or network
in the ePOS Office directory. You must close and reopen the software for any changes
to take affect.
Select reports to display on the home page
1. To design a new report or to edit an existing report, go to the 'Totals 138 ' screen on
the 'Reports' bar.
2. Select the reports you want to display on the home page in Preferences > Home
page by clicking the boxes next to the reports.
3. For the reports to display on the home page, you must have collected data from the
POS terminals
Click here
19
for more information on the home page reports
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10.2.3 End Session Reports
The Z-01, Z-06 and Z-41 Reports are the default reports that will be collected
automatically from the POS.
It is strongly suggested that the Z-99 be included in the default reports.
Z-01 Auto Full
Transaction
The Z-01, auto full transaction report shows sales by
major groups, groups and clerks. It shows media, void,
discount, correction, %1~3 and paid outs, receipts,
persons, no sales, clears, CID, cash declaration,
discrepancy, total open tracks, total open training tracks
and grand totals 1 & 2.
Z-06 Hourly
The Z-06 hourly report shows the transaction count,
person count and total transaction amount for each hour
and for all hours.
Z-41 Full PLU
The Z-41, PLU report shows for each PLU the PLU code,
name, time last sold, quantity sold at price levels 1, 2 and
3, value of PLUs sold at price levels 1, 2 and 3 and the
total quantity and value sold.
Z-99 Electronic Journal
The journal is a record of all transactions and operations
made on the POS terminal.
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10.2.4 POS Security
Click on a part of the picture below for more information:
Maximum Lines
You can set the maximum number of lines you want to store in the communications log
in Tasks > End Session. The number must be between 50 and 1000.
Show Transaction ID
Each line of information on the POS reports has its own unique identifying number. For
example major group 1 is coded 85-01. If you select this option the codes will be
displayed.
Hide System Flags
If this flag is turned on, the system flags are not displayed in the Keyboard screen and
therefore cannot be modified.
Lookup Tables
Lookup PLUs can be stored at a global, model, site or network level. For example if you
select 'site' you can have different look up PLUs at each site. If you set 'Administrator
only' then only the administrator will be able to edit Look Up PLUs.
Hard PLUs
Hard PLUs can be stored at a model, site or network level. For example if you select
'site' you can have different hard PLUs at each site. If you set 'Administrator only' then
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only the administrator will be able to edit Hard PLUs.
Condiments and Cooking
Condiments and cooking instructions can be stored at a global, model, site or network
level. For example if you select 'site' you can have different condiments and cooking
instructions at each site. If you set 'Administrator only' then only the administrator will
be able to edit condiments and cooking instructions.
Screen and Keyboard
The screen and/or keyboard layout can be stored at a model, site or network level. For
example if you select 'site' you can have screens/keyboard layouts at each site. If you
set 'Administrator only' then only the administrator will be able to edit the
screen/keyboard layout.
Default Prices
The default prices can be stored at a model, site or network level. For example if you
select 'site' you can have default prices at each site. If you set 'Administrator only'
then only the administrator will be able to edit the default prices.
PLUs and Clerks
You have one PLU file and one clerk file for all sites, networks and models. If you set
'Administrator only' then only the administrator will be able to edit clerks/PLUs.
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10.2.5 Reciepts and Tax Settings
Click on a part of the picture below for more information:
Initialise Receipts with PLU Sales Registered at POS
The default declaration/receipts figure is the same as the media total NOT zero.
Tax is Excluded from PLU Sales at POS
This is for use in an add on tax system where PLU sales are exclusive of tax.
Sales are costed at latest cost (else at average)
If this is set to yes then the product cost comes from the cost at the last delivery of
this product. If set to no then the cost is the average cost of the current stock. For
example if you have 20 bottles in stock, 10 of which cost you £4.00 each, 10 of which
cost you £4.50 each then the average cost is £4.25.
Never show Margins
If switched on, the profit/margin report and profit potential reports are not available.
Use Local Currency for Media in Totals Reports
If ticked, foreign currency media figures are displayed in local currency in the totals
(user-defined) reports.
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Tax on Receipts is calculated by:
The tax on the declaration/receipts figures can be calculated by the tax on the PLU
sales registered on the POS, the highest tax rate (out of tax 1, 2, 3 and 4) or a
specified tax rate.
The following methods of payment have been allocated to
You can assign a media to each of these. For example media 12 used for staff drinks.
This way you now that the media 12 total is the total value of all staff drinks. Note,
this feature is not related to the complimentary feature on the POS.
Allow adjustments to receipts for above methods of payment
If you use specific medias for staff drinks etc you can decide whether you want to enter
receipts/declaration for these medias.
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ePOS Office Help
10.2.6 Headings for Transaction Totals
This screen relates to the reports you design in Reports > Totals 138 .
You can edit the User Legend and the User Heading.
The User Legend is the description that appears in the report selection wizard. The
User Heading is the heading that appears on the report.
10.2.6.1 Totals
The 'Totals' screen enables you to create and view your own reports.
What do you want to do?
Create a new report 138
Modify an existing report 138
View your reports 138
Delete a report 138
Create a new report
1.
Click the wizard button.
2. Select 'Define a new report layout' and click 'Next'.
3. Enter a unique name for your report, click 'Next'.
4. Select the information you want included on your report and click 'Next'.
5. Change the order that things display on your report using the arrows, click 'Finish'.
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Modify an existing report
1.
Click the wizard button.
2. Select 'Modify an existing report' and click 'Next'.
3. Select a report, click 'Next'.
4. Enter a new name for your report if required, click 'Next'.
5. Modify the information included on your report and click 'Next'.
6. Change the order that things display on your report using the arrows, click 'Finish'.
View your reports
1. In the main screen, select your report from the drop down box.
2. Select a time period or specific date.
3. Select a site and location.
4. You can 'Export
8
', 'E-mail
9
' and 'Print
5. To access other options, right-click
44
10
' your reports.
anywhere on the report.
6. Reports set to do so in Setup > Preferences > Home page 132 will display on the
home page.
7. You can draw charts
11
from the totals reports screen.
Delete a report
1.
Click the wizard button.
2. Select 'Remove a previously designed report layout' and click 'Next'.
3. Select the report you wish to delete and click 'Finish'.
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10.2.7 System Options
Click on a part of the picture below for more information:
Show Code and Description Filters
At the bottom of the report selection screen there are filters for selecting PLUs by code
and by description. This can be set to display or not display by checking and
unchecking this box.
Show Product Selection Screen
If this box is checked the report selections screen will be displayed automatically every
time you click on Reports > Sales and Reports > Stock.
Restrict Number of Digits in PLU code
PLU codes can be up to 16 digits long, if you don't want to display all of the digits set
the number of digits you want to display in this box.
Archive Z-report Data
Here you can specify how often you want Z report data to be archived.
Adjust Journal Dates to Match Product Sales
If this is set to OFF the date on the journal matches the dates on the receipts, i.e. the
actual transaction dates. If this option is set to ON then the dates on the journal are
adjusted to the date setup in the software. So if you have settings in basic settings to
say that for example data collected before 2am is for previous day, then the dates on
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the journal will be adjusted to match this.
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No Automatic Product to PLU Data Update
If selected, when you add a product in Files > Product, a PLU is not automatically
added. This enables you to use different PLUs in each POS network.
No Automatic Product to Price Data Update
If selected, when you change prices in Files > Product, the PLU prices are not
automatically changed. This enables you to use different prices in each POS network.
Update Products with PLU Names
If selected, when you change the name of a PLU in POS > Keyboard, the name of the
product (in Files > Products) is automatically updated.
Tax Rates
Each PLU as assigned 1 of four tax rates. Tax will be calculated by the rates you set
here and not by the rates set on the POS.
Register
Click to upgrade a demonstration or 30-day trial of ePOS Office. You can also use this
button to view your registration details.
Go Live
Go live clears all reports, sales, declarations etc ready for the system going live.
Zero Stock
This resets all stock figures back to zero.
Apply Cost
Click to recalculate the cost of historical sales at the current cost. This is useful if you
have collected PLU sales before entering cost information in your product and
ingredient files.
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Create New Stock Units
The stock unit is the unit in which you count stock of the product. For example bottles,
packs, gallons, kilograms etc.
To add a new stock unit:
1.
Click the 'Add' button.
2. Enter a name for the new stock unit.
3. Enter the equivalent quantity and type.
4. You can 'Export
8
', 'E-mail
9
' and 'Print
10
' stock units.
2Note:
You can't delete or edit a stock unit once it is created.
Import
The import option allows you to import data from other files/systems.
Purge
The purge option allows you to delete products, mixtures, ingredients and suppliers.
Use purge to delete sales data, products, mixtures, ingredients and suppliers.
To delete sales data on the 'Sales Data etc' tab select the date you want to delete
data up to and click purge.
To delete products, ingredients, mixtures and suppliers:
1. Click on the 'Reference data' tab, select the type you want delete.
2. Select an item from the 'purge' list.
3. If you are purging products, mixtures or ingredients click on find links, this will find
any sales data and linked products, ingredients, mixtures. The item you select must
use the same stock unit as the item you are trying to purge.
4. Reassign these links to another item, select the item from the 'Replace with' box.
5. Click on 'Purge links'
2Note:
If you purge a product the PLU will NOT be deleted. You must mark the PLU for
deletion and send this to the POS terminals.
Import Path
This field is for overseas use, and will have been setup by your reseller. It is the
default directory name for import of POS data.
Import File
This field is for overseas use, and will have been setup by your reseller. It is the default
file name for import of POS data.
Separator
This field is for overseas use, and will have been setup by your reseller. It is the
character to use as a field separator when importing POS program data and sending
program data to a 7000 type POS. This is normally set to ',' (2C Hex) on the POS, but if
you are using the Scandinavian character set it needs to be set as '/' (2F Hex).
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10.2.8 Support Page
This is for your reseller to enter contact information, e.g. support telephone numbers,
e-mail address etc. The information entered in this page will be displayed on the home
page when you click the 'Support' link.
10.2.9 Interfaces and Extra Features
Click on a part of the picture below for more information:
Output Journal Data to Loyalty
Sends Journal Data (Z-99) to Uniwell's Loyalty System.
Journal Output Path
Specify an alternative path for Uniwell's Loyalty System.
Link to Cashless
Enables Uniwell's Cashless Solution.
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Use Coded ESF Journal
Uses HEX Journal rather than the text Journal. This option requires the ESF Function
enabled on the POS.
Use Automatic Ordering
Enables the Automatic Ordering System in Inventory>Orders
Use Full Description for 22 Character PLU
By default this flag will be off and this will allow the software to continue to operate as
it always has done thereby not impacting on any existing customers who upgrade to
this version.
Product & PLU File
ePOS Office has a single product file and a PLU file for each POS Network configured
on the system.
The product file contains two descriptions. A long description (32 characters long)
and a short description (16 characters long).
Each PLU file contains one description but the length varies from model to model.
There are four lengths of PLU description and these are shown in the table below.
PLU Length
POS Terminals
16
UX40-01, UX43-05, UX60-05, UX7000-HMS,TouchMS, TX850-HMS,
SX7000-HMS, SX700-HMS,TX850-V2-HMS, WaiterPad, NX540001,TX850-V3-HMS.
18
UX43-03, NX5400-02.
22
UX60-03, SX330-03, SX330-05, SX6600-03,SX6600-05, SX675005, LX5600-02, PX5700-02, PX5700-03, PX5700-05, PX5700-M3.
32
UX75/M720-03, SX7000-03, SX700-03, TX850-03, SX6750-03,
SX7000-D3, SX700/SX800-D3,TX850-D3, SX7000-06, SX70006,TX870/DX890-06, TX870-03/DX890-03,TX870-03/DX890-D3.
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Default Operation
Under default operation (i.e. when the flag is not set) you would expect the following
results.
If you add a new product;
If you update an existing product;
PLU Length
Behaviour
16
Then the PLU name is updated using the product short description.
18
Then the PLU name is updated using the product short description.
22
Then the PLU name is updated using the product short description.
32
Then the PLU name is updated using the product long description.
If you add a new PLU either in program or through an import and if no corresponding
product exists;
PLU Length
Behaviour
16
The product long and short description are both populated using the
PLU description.
18
The product long and short description are both populated using the
PLU description.
22
The product long and short description are both populated using the
PLU description.
32
The product long and short description are both populated using the
PLU description.
If you update an existing PLU either in program or through an import and if a
corresponding product exists;
PLU Length
Behaviour
16
The product short description is updated using the PLU description.
18
The product short description is updated using the PLU description.
22
The product short description is updated using the PLU description.
32
The product short description is updated using the PLU description.
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Modified Operation
Under modified operation (i.e. when the flag is set) you would expect the following
results.
If you add a new product;
If you update an existing product;
PLU Length
Behaviour
16
Then the PLU name is updated using the product short description.
18
Then the PLU name is updated using the product short description.
22
Then the PLU name is updated using the product long description.
32
Then the PLU name is updated using the product long description.
If you add a new PLU either in program or through an import and if no corresponding
product exists;
PLU Length
Behaviour
16
The product long and short description are both populated using the PLU
description.
18
The product long and short description are both populated using the PLU
description.
22
The product long and short description are both populated using the PLU
description.
32
The product long and short description are both populated using the PLU
description.
If you update an existing PLU either in program or through an import and if a
corresponding product exists;
PLU Length
Behaviour
16
The product long and short descriptions are updated using the PLU
description.
18
The product long and short descriptions are updated using the PLU
description.
22
The product long and short descriptions are updated using the PLU
description.
32
The product long and short descriptions are updated using the PLU
description.
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Update ECR Description on change in full description
When enabled, the ECR Description will automatically be updated to the full description.
If it's not selected, the description has to be changed manually.
Use Automatic coding for ingredients
If this option is selected, when adding new ingredients, an automatic alphanumeric
code will be allocated to the Ingredient (e.g. ING003)
Print Full Supplier Details on Order
This option will enable you to print all the details of the supplier on the order. If not
selected, it will only print the basic details (Supplier Name, Reference numbers)
Use handheld device for stocktaking
When enabled, ePOS Office will link to the handheld stocktaking device - if applicable.
Use Barcodes
This option will be used when ePOS Office is installed in a Retail Environment and using
Barcodes.
When selected the 'update barcode prices from products' option will become available.
Update Barcode Prices from Products
If this option is selected, the price of the Barcode will be automatically updated when a
product price is changed. If it is not selected, the Barcode prices will have to be
manually updated.
In-Store Barcode Type
Choose between EAN 8 or EAN 13 for the instore Barcode Type
In-Store Barcode Prefix
If EAN 8 has been selected for the In-Store Barcode type the prefix should always be
02
EAN 13 can have any of the available prefixes. Make sure to choose a prefix that is
different from any other In-Store codes - i.e. Price embedded scales and printers.
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149
FAQ
Reports don't display on the home page
1. Have you pulled back data from your POS terminals?
2. Have you set the reports to display in Setup > Preferences 132 ?
Can't add a new group
You can't add new groups. By default there are 8 major groups and 48 groups. Any
groups not assigned to a major groups are marked as unused.
1. Select an unused group, change the name and assign it to a major group.
2. Make sure you click the
accept button.
The left column in a files screen is hidden
To show the left hand column again if it is completely hidden move your cursor over
the grey bar separating the tags and the screen and drag it to the right.
Some of the figures in the reports are slightly out
The figures in the reports are calculated to 13 decimal places then rounded to two
decimal places. If your figures are out by 0.01 or 0.02 this is most likely to be because
of rounding.
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Glossary
A
Adjustment
An adjustment gives a fixed percentage discount or
surcharge on specified items.
Assorted report
An assorted report is a group of up to 5 selected reports.
Taking an assorted report takes all the selected reports.
B
Billing system
A billing system is used to store transactions either using
a bill or table number. A bill is created, items are sold then
the bill is stored. The bill can be opened, added to and
stored as many times as necessary before it is finally
cashed off.
Buffer print
The buffer is a small portion of RAM that stores recent
data. You can select information from the buffer for
printing. For example to print a recent transaction if the
receipt was turned off.
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C
Cash in drawer (CID) lift You can assign a cash in drawer (CID) limit to drawer 1
and drawer 2. When the CID figure reaches the preset
limit a warning messages alerts the operator to empty the
cash from the drawer.
Category
Categories are used for grouping PLUs together on Kitchen
Printer receipts or for customer receipt presentation.
Clerk
Clerk is the term used for the POS operator.
Clerk key
Also known as a hard clerk button it is used for clerk log
on. Clerks are assigned to hard clerk buttons.
Clerk security
Nine security levels (0 to 8) are available for each clerk. A
clerk can only access programs and reports that have a
matching security level. The zero security level will ensure
that the clerk has no access to any report or program.
Commission
Clerks can have their own commission rate. A clerk can
earn commission on one or more of the sales types.
Condiment Group
A condiment group is a list of PLUs that can be linked to a
main PLU. For example condiment group 'Potatoes'
containing PLUs 'Chips', 'Jacket' and 'New potatoes' linked
to the main PLU 'Steak'.
Condiment PLU
Condiment PLUs are grouped into condiment groups that
can be linked to a main PLU. For example condiment group
'Potatoes' containing condiment PLUs 'Chips', 'Jacket' and
'New potatoes' linked to the main PLU 'Steak'.
Cooking group
A cooking group is a list of cooking instructions that can
be linked to a main PLU. For example a cooking group
containing cooking instructions 'Well done', 'Medium' and
'Rare' linked to the main PLU 'Steak'.
Cooking instruction
Cooking instructions are messages linked to PLUs usually
for use by the kitchen staff. They are either arranged in
cooking groups that are linked to PLUs or entered by
pressing a hard cooking button.
Coupon PLU
A PLU can be set up as a coupon PLU to register a coupon
or voucher presented by the customer.
Cover
Also known as persons. Using the covers (persons) feature
you can enter the number of people in a party and their
type. For example, 'Adult', 'Child', 'Student', 'OAP'.
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D
Discount
A discount gives a reduction by a set amount and can act
on an item or a subtotal.
E
F
Flag
A flag (system, clerk etc) is a setting that controls
functionality. Each flag has 8 bits that can be set to on or
off.
G
Group
All PLUs, products, mixtures and ingredients must be
linked to a group; all groups are linked to major groups.
For example the PLU 'Carlsberg' in the group 'Bottled Beer'
in the major group 'Drinks'.
GP%
The GP% is your margin. It tells you how much money
you make on a product as a percentage. It is calculated as
follows: GP% = (selling price - cost) / (selling price - tax).
H
HALO
HALO stands for High Amount Lock Out. A PLU HALO sets
the maximum price a PLU can be sold for. A HALO consists
of two numbers, the first is the units and the second is the
number of zeros after the units. For example £20.00 would
be 23.
Hard clerk
Also known as a clerk key it is used for clerk log on. Clerks
are assigned to hard clerk buttons.
Hard PLU
A hard PLU is a button on the screen or keyboard that is
used to sell a PLU. PLUs are linked to hard PLUs.
Hourly time bands
Time bands or zones can be programmed for periodic
analysis over a 24-hour period. Automatic flash reports are
taken at the times specified.
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I
Inventory
Inventory is another word for stock, how many of an item
you currently have available for sale.
IRC
IRC stands for Inter Register Communications. POS
terminals can be linked together in an IRC system for ease
of programming and reporting and to allow floating bills
and clerks.
IRC location
POS on the same IRC network can be split up into
different IRC locations, for example, Restaurant and Bar.
Programming and reporting can be carried out by location.
Items
An item is a PLU with a stock count.
J
Job ID
Clerks are assigned job codes when the time and
attendance system is in use. The job code would usually
be used to indicate the clerk's level of authority or position
on a pay scale.
Journal
The journal is a record of all transactions and operations
made on the POS terminal.
K
Key lock
The key lock on the POS is used to control access to
different modes. Different keys are supplied with the POS
that allow access to different key lock positions.
Key symbols
Key symbols (also known as user text) are the default
descriptions; these can be changed to suit your
requirements. For example you could change 'BILL #' to
'Order No.' or 'Location' to 'Area'.
Kitchen printer (KP)
A kitchen printer or KP is a printer that is linked to the
POS and is used to print orders, usually for the kitchen
staff.
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L
Location
Location is used to describe two different things and it is
important not to confuse the two. IRC location refers to
the location of the POS within the IRC network. Seating
location refers to the area customers are seated. This can
be entered at the time of sales and printed on the kitchen
printer.
Logo
The logo printed on the top of the receipt can be a
standard text logo or a graphic logo.
Look up PLU
A look up PLU (LUPLU) is a function button that when
pressed displays a list of PLUs for selection.
Loyalty
The loyalty system credits customers with points on
purchases. Points are recorded on a PC linked to the POS
running loyalty software. The points may be used to pay
for goods at a later purchase so rewarding customers for
their loyalty.
M
Major group
All PLUs must be linked to a group; all groups are linked to
major groups. For example the PLU 'Carlsberg' in the
group 'Lager' in the major group 'Drinks'.
Measure
The measure is the number of PLUs to be taken out of a
main PLU. For example a main PLU 'bottle of wine'
containing 8 measures of PLU 'glass of wine'.
Media
Media are methods of payment for example cash, £, visa.
Menu
PLUs can be arranged in different menu levels. For
example a lunchtime and evening menu. To change
between menus a menu shift button can be used or the
POS can be set to automatically shift menu levels at a
preset time.
Modifier
A PLU has three price levels and three prices within each
level. Modifiers are used to access the 2nd and 3rd prices
within a price level.
N
O
© 2005 Uniwell Software Development
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155
P
Pack
A pack is how you buy the PLUs. For example, you sell
lager in pints but the pack you buy is a barrel. See also
pack size.
Pack size
The pack size is how many stock units of a PLU are
contained within your pack. For example, a barrel of beer
containing 11 gallons. Your pack size is 11.
Paid out
Paid outs record an amount of money taken from the cash
drawer when no customer transaction has taken place. For
example, for wages or to pay a supplier.
Percentage
Percentages can act on an item or the subtotal by either a
set rate of a manually entered rate. They can be negative
(discount) or positive (surcharge).
Period end
Period end is the end of a stock period. The stock period is
the time between two stocktakes.
Person
Also known as covers. Using the covers (persons) feature
you can enter the number of people in a party and their
type. For example, 'Adult', 'Child', 'Student', 'OAP'.
PLU
A PLU is a product. PLU stands for Price Look Up. Price look
up allows sales of items through individual PLU codes
instead of prices. When a PLU is sold the POS
automatically registers the PLU price, groups and other
pre-programmed information.
POS
POS stands for Point Of Sale. Uniwell cash registers are
referred to as POS terminals.
Preset tender
A preset tender button automatically tenders a preset
amount, for example £5, £10. They are used to speed up
finalisation.
Price levels
PLUs have several price levels with three prices within
each level. Different price levels are accessed using a price
shift button or automatic price shift. The prices within
each level are accessed using a modifier.
Program security
Each program on the POS can have one or more of 8
security levels against it. Each clerk is assigned a security
level (number) between 0 and 8. If the security level is 0
the clerk will not have access to any program options. If
the clerk has a security level between 1 and 8 they will
have access to program options that have the
corresponding security level assigned.
© 2005 Uniwell Software Development
156
ePOS Office Help
Q
R
Reconciliation
Reconciliation is a comparison of your income against your
expenditure.
Report security
Each report on the POS can have one or more of 8 security
levels against it. Each clerk is assigned a security level
(number) between 0 and 8. If the security level is 0 the
clerk will not have access to any reports. If the clerk has a
security level between 1 and 8 they will have access to
reports that have the corresponding security level
assigned.
S
Sales type
PLUs can be assigned to one of four sales types. Sales
types can be used to calculate clerk commission.
SF
SF stands for System Flag. System Flags control POS
functionality. Each flag contains 8 options each of which
can be set to 0 or 1 (off or on). For example 'Compulsory
table number entry'.
T
Tax rates
Four programmable tax rates are available. A PLU/product
can be taxed by one of these rates.
Tender
Tendering is the term used to describe the payment made
by the customer. There are three types of tendering. Short
tendering where not enough cash is received, just
tendering where exactly the right amount of cash is
received and over tendering where too much cash is
received and change is required.
Time and Attendance
This function reports how many hours each clerk has
worked and calculates labor hours under a job code.
Topping
A topping is a special look up PLU used for pizza toppings.
Transaction
A transaction is a sale.
© 2005 Uniwell Software Development
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157
U
V
Variance
Variance is the difference between what you should have
and what you actually have. For example on a stock report
it would be the difference the stock you should have and
what was actually counted.
W
Warning message
Warning messages are messages that prompt the user to
perform an operation or warn of a problem.
X
X Reports
An X report gives a read out of information but doesn't
delete it from the POS. 1st and 2nd level X reports are
available. A 1st level report gives daily information, a 2nd
level report gives periodic information.
Y
Z
Z1 Reports
A Z1 takes a 1st level or DAILY report and deletes 1st
level information from the POS.
Z2 Reports
A Z2 takes a 2nd level or PERIODIC report and deletes
2nd level data.
© 2005 Uniwell Software Development
Index
Index
-AAdd 61, 63, 72
Adding 58, 72
Adjustments 104
Assigning Function Buttons 110
Assigning/Editing Cooking Messages 110
Assigning/Editing Hard PLUs 111
Assigning/Maintaining Lookup PLUs 112
Audit 68
-BBanking 28
Basic Setup 130
Below Minimum 43
Browser 16
Button Caption 117
Buttons 6
-CCalculations 49
Calculator 49
Calculator Explained 49
Chart 12, 13, 15
Chart views 13
Charts 11, 12
Clerk 46, 47, 101, 113
Clerk Details 113
Clerk Errors Report 47
Clerk Sales Report 46
Clerk Transactions Report 46
Clerk Voids & Refunds Report 47
Collect 23, 24
Collect flash sales report 25
Collect Reports Automatically 24
Collect reports Manually 23
Collect selected reports 25
Comms 22
Communications 22, 89
Condiment 113
Condiment Groups 113
Condiments 113
Contacts 18, 31
© 2005 Uniwell Software Development
Cooking 100
Cooking Messages 110
Copying a Chart 15
Custom Page 17
Customers 97
-DDeclaration 27
defaults 28
Deliveries 61
Discount 104, 105, 106
Discount Scheme 106
Discount Schemes 104, 105, 106
Displaying a Chart 12
Displaying Charts 12
Drill down journal 48
-EEditing and Adding PLUs 114
Editing Clerk Details 113
Editing Condiment Groups 113
Editing Groups 113
Editing System Information 115
E-Mail 9
End of Session Reports 133
End Period 66, 67
End Period Report 67
End Session 22, 24
End session reports 23
Enter Sales 120
Errors 47
Example 78
Examples 75
Export 8
Extra Features 144
-FFeatures 2
Files 69
Foreign Currency 27
Full Stock Report 41
Function Buttons 110
Function Key 118
-GGlossary
150
159
160
ePOS Office Help
Gross Sales Report
Group 102, 113
Grouping 80
Groups 81, 113
37
-NNetwork
-O-
-H-
Open 20
Operators 45
Order 58
Orders 57
Other Income 28
Overview 2
Hard PLU 111
Hard PLUs 111
Headings 138
Homepage 18, 19, 132
-IIncome 35
Income and Variances Report
Ingredients 73, 74, 78
Initialise 89
Interfaces 144
Interfaces and Extra Features
Internet 20
Inventory 56, 58, 60
Inventory Filter 60
-P35
144
-JJournal
88
48
-KKeyboard 109, 110, 111, 112, 113, 114, 115, 116
Keyboard Layout 116
-LLayout 4
Location 87
Lookup 98
Lookup PLU 98, 112
Lookup PLUs 112
-Mmajor group 80
Margin 38
Margin Analysis 39
Media 103
Minimum 43
Mixture 79
Mixtures 78, 79
Pack Sizes 75
Petty Cash 28
Petty Cash Payments 28
PLU 91, 114
PLUs 114
POS 85, 86, 88, 89
POS Network 88
POS Reports 26
POS Security 134
POS Terminal 88
Preferences 129
Price 95
prices 95
Print 10, 116
Printing a Chart 15
Product Calculation 49
Products 70, 71, 78
Products Mixtures 78
Profit 38, 42
Profit / Margin Report 38
Profit Potential 42
Program 90
Program Data 89
Promotions Loss 38
-RRaw journal 48
Receipts 136
Receipts and Tax 136
Receipts and Tax Settings
Refunds 47
Reminders 19, 30
Reminders on Homepage
136
19
© 2005 Uniwell Software Development
Index
Report 35, 38, 41, 42, 43, 47, 67
Report Calculation 49
Report Selection 26
Reports 19, 32, 33, 34, 35, 44
Reports on Homepage 19
Returns 63
-SSales 36, 44, 120
Sales Report 37, 46
Saving a Chart 15
Scheme 106
Schemes 104, 105, 106
Screen 117
Screens that use Charts 12
Selecting Data 15
Send 23, 119
Setup 126
Shortcuts 7
Site 87
Site Map 86
Stock 40, 41, 43, 44, 59
Stock Below Minimum 43
Stock Holding 41
stock period 66
Stock Transaction 59
Stock Transaction Inspector 59
Stock Units 75
Stock Value 42
Stocktake 43
Stocktake Variance 43
Stocktaking 64
Stocktaking Advice 65
Summary Reports 34
Supplier 83, 84
Suppliers 18, 82, 83
Suppliers on Homepage 18
Support 18
Support Page 144
System 108, 115, 140
System Information 115
System Options 140
-TTasks 21
Tax 136
Technical Support
Terminal 88
18
© 2005 Uniwell Software Development
Test 89
Test Communications 89
Tips 5, 65
Totals 138
Touchscreen 117, 118
Transaction Totals 138
Transactions 48
Transactions Report 46
TX850 Button Caption and Colour
-UUsers 45, 127
Using Help 5
-VVariance 35, 43
View 20
View PLU Changes
Voids 47
119
-WWages 107
Website 17
Weekly 33
Weekly Summary Report
-ZZoom In / Out
13
34
161
117
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