Quick Start User Guide - Point of Sales System Malaysia

Quick Start User Guide - Point of Sales System Malaysia
Quick Start User Guide
P.O.S System
Workshop System
Optical Module System
Express Waiter Mobile Ordering
For BMO Offline POS Client (Updated Version 250380)
Guide Version 250416
www.bizcloud.asia | www.posmarket.com.my
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Table of Contents
What is in this User Guide?..................................................................................................... 17
How this User Guide Help?...................................................................................................... 17
Getting the software................................................................................................................. 17
Installation................................................................................................................................. 17
POS Client Version Before 250261........................................................................................ 17
Installation Of Microsoft .NET Framework......................................................................17
Installation Of Visual Basic Power Packs.......................................................................17
Installation Of BMO Offline POS Client (POS Software) Before Version 250261...........18
POS Client Version 250261 Onward......................................................................................18
Installation Of BMO Offline POS Client (POS Software) 250261 Onward..............................18
Registration And Configuration Of BMO Client (POS Software).............................................18
Registration For First Time User Without Register Account Online................................18
Configuration And Setting For User Already Registered Online......................................19
API Key........................................................................................................................... 19
Currency......................................................................................................................... 19
Software Activation................................................................................................................. 19
Support / Request / Suggestion.............................................................................................20
Pay......................................................................................................................................... 20
After Sale Support.................................................................................................................. 20
Update BMO Offline POS ...................................................................................................... 20
Check Software Version......................................................................................................... 20
Others Extra Configuration..................................................................................................... 20
Petty Cash................................................................................................................................. 21
Petty Cash Configuration....................................................................................................... 21
View Petty Cash Transaction.................................................................................................21
Cash In / Cash Out ................................................................................................................ 21
Petty Cash Limit..................................................................................................................... 21
Quick start POS........................................................................................................................ 22
Create An Item....................................................................................................................... 22
Create A Contact.................................................................................................................... 22
Make Cash Sales................................................................................................................... 22
Make Order............................................................................................................................ 22
View Transaction History........................................................................................................ 23
Setting Form............................................................................................................................. 23
System Tab............................................................................................................................ 23
System........................................................................................................................... 23
Setting Folder................................................................................................................. 24
Database........................................................................................................................ 24
Special Reporting........................................................................................................... 24
Auto Sync....................................................................................................................... 24
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Tendered Limit................................................................................................................ 24
Language........................................................................................................................ 24
Petty Cash Button........................................................................................................... 24
Data Migration................................................................................................................ 24
Item Tab................................................................................................................................. 25
Inventory......................................................................................................................... 25
Set Items........................................................................................................................ 25
Units............................................................................................................................... 25
Alert................................................................................................................................ 25
Others............................................................................................................................. 25
Receipt Tab............................................................................................................................ 25
Printer Tab.............................................................................................................................. 26
Multi Printer.................................................................................................................... 26
Printer Options................................................................................................................ 27
Other Printer Setting....................................................................................................... 28
Category Printer Settings Using Item Printer..................................................................28
Devices Tab............................................................................................................................ 28
Cash Drawer Trigger ..................................................................................................... 28
Customer Display (Stand Display)..................................................................................28
Second Monitor.............................................................................................................. 29
Keyboard Tab......................................................................................................................... 29
Key Binds....................................................................................................................... 29
Weight Scale Tab................................................................................................................... 29
Weight Scale RS232....................................................................................................... 29
Email / SMS Tab..................................................................................................................... 30
Email.............................................................................................................................. 30
Login Tab................................................................................................................................ 30
Default Location.............................................................................................................. 30
Kiosk............................................................................................................................... 30
Initial Login BizCloud Sub Module Group.......................................................................30
Digital Clock Format....................................................................................................... 30
Permissions.................................................................................................................... 31
Manage Username / Password......................................................................................31
Login Alternative............................................................................................................. 31
Log Out Without Transaction.......................................................................................... 31
Logout Authentication..................................................................................................... 31
Queue Tab.............................................................................................................................. 31
Queue Manager.............................................................................................................. 31
POS Tab................................................................................................................................. 32
POS Setting.................................................................................................................... 32
Receipt Layout................................................................................................................ 32
Split / Combine Receipt.................................................................................................. 32
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Outlet Layout Setting...................................................................................................... 32
Others............................................................................................................................. 32
Magnetic Card Reader Tab.................................................................................................... 33
Install Magnetic Card Reader......................................................................................... 33
Configure Magnetic Card Reader At POS Terminal........................................................33
Backup Tab............................................................................................................................ 33
Manual Backups............................................................................................................. 34
Auto Backup When Sync (Online POS System).............................................................34
Copy Data....................................................................................................................... 34
Change PC..................................................................................................................... 34
Extra Backup.................................................................................................................. 34
Rewards Tab.......................................................................................................................... 34
Redemption.................................................................................................................... 34
Auto Discount For Receipt.............................................................................................. 35
Minimum Quantity Conditions......................................................................................... 35
Coupons......................................................................................................................... 35
TAX/VAT/GST Tab.................................................................................................................. 35
Overall Service Charge Control......................................................................................35
Overall Tax Control......................................................................................................... 36
Web Cam Tab........................................................................................................................ 36
Camera Setting............................................................................................................... 36
Capture Setting............................................................................................................... 36
Attendance Tab...................................................................................................................... 36
Attendance..................................................................................................................... 36
Daily End Hour............................................................................................................... 36
Start Of Week................................................................................................................. 37
Android Tab............................................................................................................................ 37
Xpress Waiter Setting..................................................................................................... 37
CTI Tab................................................................................................................................... 37
CT1(For Yeastar U100).................................................................................................. 37
Prepaid Tab............................................................................................................................ 37
Reload Pin...................................................................................................................... 37
Prepaid Credit Control Online / Offline............................................................................38
Receipt Paid With Prepaid Credit Void...........................................................................38
Refund Prepaid Credit ................................................................................................... 38
Item Setting.................................................................................................................... 38
Alert Tab................................................................................................................................. 38
Alert................................................................................................................................ 38
Runner Tab............................................................................................................................. 38
Main Settings.................................................................................................................. 38
Prepaid Credits Reset Settings.......................................................................................39
Auto Backup Timer......................................................................................................... 39
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Birthday Reminder.......................................................................................................... 39
Scheduler....................................................................................................................... 39
FTP Tab.................................................................................................................................. 39
FTP Upload.................................................................................................................... 39
POS Setting............................................................................................................................... 40
System Tab............................................................................................................................ 40
Auto Sync....................................................................................................................... 40
Tendered Limit................................................................................................................ 40
Petty Cash...................................................................................................................... 40
Interface Tab.......................................................................................................................... 40
POS Interface................................................................................................................. 40
Payment Types............................................................................................................... 41
Change Menu Buttons Label.......................................................................................... 41
Alert................................................................................................................................ 41
Layout Theme................................................................................................................. 41
Currency......................................................................................................................... 41
Permissions.................................................................................................................... 41
Discount Buttons............................................................................................................ 41
Payment Buttons............................................................................................................ 41
Buttons Permission......................................................................................................... 41
Set Items........................................................................................................................ 41
Customer Price History................................................................................................... 41
Others............................................................................................................................. 41
Receipt Tab............................................................................................................................ 42
Printer Tab.............................................................................................................................. 42
Multi Printer.................................................................................................................... 42
Printer Options................................................................................................................ 43
Other Printer Setting....................................................................................................... 44
Category Printer Settings Using Item Printer..................................................................44
Receipt List / Layout Tab........................................................................................................ 44
Receipt Layout................................................................................................................ 44
Column Hide................................................................................................................... 44
Others............................................................................................................................. 44
TAX / VAT / GST Tab.............................................................................................................. 45
Overall Service Charge Control......................................................................................45
Overall Tax Control......................................................................................................... 45
Rewards Tab.......................................................................................................................... 45
Redemption.................................................................................................................... 45
Auto Discount................................................................................................................. 46
Minimum Quantity Conditions......................................................................................... 46
Coupons......................................................................................................................... 46
Company Info Tab.................................................................................................................. 46
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Company........................................................................................................................ 46
Branch............................................................................................................................ 46
Shift Period Tab...................................................................................................................... 46
Shift Periods................................................................................................................... 46
Payment Setting........................................................................................................................ 47
Payment Types...................................................................................................................... 47
Room..................................................................................................................................... 47
Allowance............................................................................................................................... 47
Credit Cards........................................................................................................................... 47
Prepaid Credits...................................................................................................................... 47
Prepaid Credits Control Online.......................................................................................47
Credit Card Types.................................................................................................................. 47
Credit Card Banks.................................................................................................................. 47
Other Payment Types............................................................................................................ 47
Default Payment Type............................................................................................................ 47
Inventory Settings.................................................................................................................... 47
Inventory Tab.......................................................................................................................... 48
Inventory......................................................................................................................... 48
Alert................................................................................................................................ 48
Other.............................................................................................................................. 48
Units............................................................................................................................... 48
Edit Item On The Fly....................................................................................................... 48
Discount.......................................................................................................................... 48
Cost Type....................................................................................................................... 48
Item Image Synchronization........................................................................................... 48
Service Charge Tab................................................................................................................ 49
Overall Service Charge Control......................................................................................49
GST / VAT / TAX Tab.............................................................................................................. 49
Overall Tax Control......................................................................................................... 49
Prepaid Credit Item Tab.......................................................................................................... 49
Inventory List Tab................................................................................................................... 50
Receipt Configurations............................................................................................................ 50
General Tab............................................................................................................................ 50
80/50mm Width Tab............................................................................................................... 50
A4/Other Width Tab................................................................................................................ 51
Item Printer Tab...................................................................................................................... 51
Report Setting........................................................................................................................... 52
FTP Setting Tab..................................................................................................................... 52
Special Reporting........................................................................................................... 52
Report............................................................................................................................. 52
FTP Upload.................................................................................................................... 52
Manual Trigger................................................................................................................ 53
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Report Header Tab................................................................................................................. 53
Report Header................................................................................................................ 53
Time................................................................................................................................ 53
Shift Period Tab...................................................................................................................... 53
Shift Periods................................................................................................................... 53
Contact Setting......................................................................................................................... 54
CRM Tab................................................................................................................................ 54
Email Tab............................................................................................................................... 54
Prepaid Tab............................................................................................................................ 54
Receipt Paid With Prepaid Credit Void...........................................................................54
Refund Prepaid Credit.................................................................................................... 54
Rewards Tab.......................................................................................................................... 55
Redemption.................................................................................................................... 55
Auto Discount................................................................................................................. 55
Minimum Quantity Conditions......................................................................................... 55
iSMS Email Setting................................................................................................................... 55
SMS / Whatsapp Tab............................................................................................................. 55
Email Tab............................................................................................................................... 56
Attendance Clock Setting........................................................................................................ 56
Door Access Control.............................................................................................................. 56
Current Station....................................................................................................................... 56
Set Station And Device.......................................................................................................... 56
Attendance Station......................................................................................................... 56
Navigate in Point Of Sale Main Screen...................................................................................57
Log Into POS Point Of Sale.................................................................................................... 57
Menu Bar............................................................................................................................... 57
System Tab..................................................................................................................... 57
Petty Cash Tab............................................................................................................... 57
Receipts Tab................................................................................................................... 57
Contact Tab.................................................................................................................... 58
Inventory Tab.................................................................................................................. 59
ISMS / Email Tab............................................................................................................ 59
Operation Tab................................................................................................................. 59
Attendance Tab............................................................................................................... 60
Help Tab......................................................................................................................... 60
Sidebar For Sale And Receipt................................................................................................60
Receipt Tab..................................................................................................................... 60
Receipt Info Tab.............................................................................................................. 61
Other Tab........................................................................................................................ 61
Attach Tab....................................................................................................................... 62
Keypad Button........................................................................................................................ 62
Sync............................................................................................................................... 62
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Alert................................................................................................................................ 62
Tbl / Order...................................................................................................................... 62
Pax................................................................................................................................. 62
Opened By...................................................................................................................... 62
Status............................................................................................................................. 62
Split Pay......................................................................................................................... 62
Advance Search............................................................................................................. 63
Item Information.............................................................................................................. 63
Items Button........................................................................................................................... 63
Sync............................................................................................................................... 63
Status............................................................................................................................. 63
Item Information.............................................................................................................. 63
Item Dropdown List......................................................................................................... 63
MFG/Serial Search......................................................................................................... 63
Navigation Bar........................................................................................................................ 63
Grey Box......................................................................................................................... 63
Category Button.............................................................................................................. 63
Home Button................................................................................................................... 64
Set Button....................................................................................................................... 64
Layout Button................................................................................................................. 64
New Button..................................................................................................................... 64
Delete Button.................................................................................................................. 64
MFG/Serial Search......................................................................................................... 64
Transaction Form................................................................................................................... 64
Inventory................................................................................................................................... 65
Search Item............................................................................................................................ 65
Creating Item.......................................................................................................................... 65
Item Info Tab................................................................................................................... 66
Tax Tab........................................................................................................................... 69
Prices Tab....................................................................................................................... 69
Sets Tab.......................................................................................................................... 70
Options Tab.................................................................................................................... 70
Recurrence Tab.............................................................................................................. 70
Affiliate Tab..................................................................................................................... 70
Vendor Tab..................................................................................................................... 71
Properties Tab................................................................................................................ 71
Batch Button................................................................................................................... 71
Serial List Button............................................................................................................ 71
Transaction Button.......................................................................................................... 71
Item Setup.............................................................................................................................. 71
Creating Barcode Set..................................................................................................... 71
Creating Category.......................................................................................................... 72
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Creating Item Options..................................................................................................... 72
Creating Items Sets........................................................................................................ 72
Creating Type................................................................................................................. 73
Creating Unit................................................................................................................... 73
Creating Taxes................................................................................................................ 73
Items Reports......................................................................................................................... 73
Item Printer Report......................................................................................................... 73
Item Sales....................................................................................................................... 74
Item Selling Prices History Report..................................................................................74
Receive / Adjust Report.................................................................................................. 74
Item Reorder Level......................................................................................................... 74
Item Batch Expiration..................................................................................................... 74
Cost Of Goods Sold........................................................................................................ 75
Purchase Item History.................................................................................................... 75
Selected Item Transaction History..................................................................................75
Item Transaction History................................................................................................. 75
Opening And Closing Balance........................................................................................ 75
Item Serial Status Report................................................................................................ 75
Affiliate................................................................................................................................... 76
Affiliate Settings.............................................................................................................. 76
Affiliate Model................................................................................................................. 76
Affiliate Tool.................................................................................................................... 76
Adjustment............................................................................................................................. 76
Print Adjustment Slip...................................................................................................... 77
Export The Report.......................................................................................................... 77
Quick Receive................................................................................................................ 77
Receive.......................................................................................................................... 77
Vendor.................................................................................................................................... 77
Create New Vendor Profile............................................................................................. 77
Edit Vendor Profile.......................................................................................................... 78
Vendor Terms................................................................................................................. 78
Search A Vendor Profile.................................................................................................. 78
Report............................................................................................................................. 78
Acc. Payable................................................................................................................... 78
Import Vendor................................................................................................................. 79
Remove Vendor.............................................................................................................. 79
Update Item Supplied..................................................................................................... 79
Export Item CSV.................................................................................................................... 79
Import Items CSV................................................................................................................... 79
Edit Item................................................................................................................................. 80
Loss Adjustment..................................................................................................................... 80
Received Batch...................................................................................................................... 80
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Print Barcode......................................................................................................................... 80
Stock Count............................................................................................................................ 81
Publishers List........................................................................................................................ 81
Create Publishers List.................................................................................................... 81
Update Publishers List.................................................................................................... 81
Delete Publishers List..................................................................................................... 81
Operating POS system............................................................................................................. 81
Order...................................................................................................................................... 81
Make Order..................................................................................................................... 81
Void Order...................................................................................................................... 82
Tables / Order................................................................................................................. 82
Payment................................................................................................................................. 82
Make Cash Sales........................................................................................................... 82
Make Partial Payment.................................................................................................... 82
Multiple Payment Types.................................................................................................. 82
Split Pay......................................................................................................................... 83
Print Split Pay Receipt.................................................................................................... 83
Discount.......................................................................................................................... 83
Service Charge............................................................................................................... 83
GST / TAX / VAT............................................................................................................. 83
How To Set GST In The Receipt.....................................................................................84
Round Up....................................................................................................................... 84
Receive Deposit For An Order........................................................................................ 84
Make Additional Payment On Unpaid Order / Deposit....................................................84
Make Bulk Payment........................................................................................................ 85
Custom Cost Type.................................................................................................................. 85
Adding Cost Types......................................................................................................... 85
Applying Cost Type On A Receipt...................................................................................85
Receipt................................................................................................................................... 85
Find A Receipt................................................................................................................ 85
Edit Receipt Date............................................................................................................ 85
Void Receipt................................................................................................................... 86
Payment History............................................................................................................. 86
Re-open A Receipt.......................................................................................................... 86
Split / Combine Receipt.......................................................................................................... 86
Single Receipt Split........................................................................................................ 87
Two Receipt Split............................................................................................................ 87
Combine Receipt............................................................................................................ 87
Warranty, Service, Pickup Date..............................................................................................87
Insert Warranty, Service, Pickup Date............................................................................87
Setup Warranty, Service, Pickup Date For Category......................................................87
Alert Pickup Date............................................................................................................ 87
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Shortcut Keys......................................................................................................................... 87
POS Attachment..................................................................................................................... 88
Add Attachment Info To Receipt.....................................................................................88
Detach Attachment Info From Receipt............................................................................88
Receipts .................................................................................................................................... 88
Multiple Printing Format......................................................................................................... 88
Print 80mm Receipt........................................................................................................ 89
Print 58mm Receipt........................................................................................................ 89
Print A4 Receipt.............................................................................................................. 89
Set And Configure Information In The Receipt.......................................................................89
Print Receipt With Barcode.................................................................................................... 90
Set Multi Categories Printer................................................................................................... 90
Print Item In Separate Paper.......................................................................................... 91
Change Receipt Status................................................................................................... 91
Print By Item Category................................................................................................... 91
Print Appended Item....................................................................................................... 92
Void Current Receipt...................................................................................................... 92
Dummy Cash List........................................................................................................... 92
Bulk Receipt List.................................................................................................................... 92
Receipt Reports..................................................................................................................... 92
Receipt And Category Tab.............................................................................................. 92
Item Sales Tab................................................................................................................ 93
Open & Service By Tab................................................................................................... 95
GST Tab......................................................................................................................... 96
Summary Tab................................................................................................................. 96
Payment Type Tab.......................................................................................................... 97
FTP Upload.................................................................................................................... 97
Edit Receipt............................................................................................................................ 98
Contacts and Membership....................................................................................................... 99
Add Contact........................................................................................................................... 99
Fingerprint Enrollment.................................................................................................... 99
Fingerprint Verification.................................................................................................... 99
Edit Contact............................................................................................................................ 99
Contact Source...................................................................................................................... 99
Create Contact Source................................................................................................. 100
Debtor Term......................................................................................................................... 100
Create Debtor Term...................................................................................................... 100
Memberships........................................................................................................................ 100
Aging.................................................................................................................................... 100
Credit Limit........................................................................................................................... 100
Assign.................................................................................................................................. 101
Delete Contact..................................................................................................................... 101
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Search Contact From POS Screen......................................................................................101
Search Contact From Contact Form....................................................................................101
Import Contact ..................................................................................................................... 101
Customer Locker.................................................................................................................. 102
Store Customer Item To Locker....................................................................................102
Take Out Item From Locker.......................................................................................... 102
Print Locker Content List.............................................................................................. 102
Print Locker Transaction............................................................................................... 102
Job Sheet And Job List........................................................................................................ 102
Create A New Job Sheet............................................................................................... 102
Edit Job Sheet.............................................................................................................. 103
View Purchase History......................................................................................................... 103
Prepaid Credit...................................................................................................................... 103
Reload Prepaid Credit.................................................................................................. 103
Use Prepaid Credit....................................................................................................... 103
Prepaid Credit History.................................................................................................. 104
Contact Group...................................................................................................................... 104
Create Contact Group.................................................................................................. 104
Edit And Delete Contact Group.....................................................................................104
Add Contact Into Contact Group...................................................................................104
Relation................................................................................................................................ 104
Add Relation................................................................................................................. 105
Memberships........................................................................................................................ 105
Create Membership Category Offline...........................................................................105
Add Discount Info Into The Category............................................................................105
Delete Membership Category Offline............................................................................105
Edit Membership Category Offline................................................................................105
Assign.................................................................................................................................. 105
Service History..................................................................................................................... 106
Adding A New Task For Customer Service History.......................................................106
Editing The Task........................................................................................................... 106
Method of Promotion In POS Offline System.......................................................................106
Discount............................................................................................................................... 106
Set Discount Limit......................................................................................................... 106
Vouchers.............................................................................................................................. 106
Create Voucher Category............................................................................................. 106
Create Voucher............................................................................................................. 107
Set The Voucher Value................................................................................................. 107
Receive The Voucher With Different Serial Number.....................................................107
View Serial Number Of Voucher...................................................................................107
Make Payment With Voucher.......................................................................................107
Purchase Voucher........................................................................................................ 107
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Common Voucher................................................................................................................ 108
Negative Value Item...................................................................................................... 108
Make Transaction With Common Voucher ...................................................................108
Promotion Period................................................................................................................. 108
Promotion Period Type - Time Range ..........................................................................108
Promotion Period Type - Daily Type.............................................................................108
Set The Promotion Period............................................................................................ 108
Promotion Type.................................................................................................................... 109
Promotion “Buy 2 Free 1” ........................................................................................... 109
Promotion “1 For RM 4, 3 For RM10”...........................................................................109
Point Redemption................................................................................................................. 110
Affiliate Settings............................................................................................................ 110
Affiliate Model............................................................................................................... 110
Attach Affiliate Model.................................................................................................... 110
Make Redeemable Item................................................................................................ 110
Check The Commission Value For Contact...................................................................111
Make Payment With Redeem Point..............................................................................111
Appointment............................................................................................................................ 111
Create New Appointment...................................................................................................... 111
Reserve Status............................................................................................................. 112
Search Appointments........................................................................................................... 112
Update Appointment Detail................................................................................................... 112
Delete / Cancel Appointment................................................................................................ 112
Select Appointment Time...................................................................................................... 112
Shop Layout............................................................................................................................ 112
Design Layout...................................................................................................................... 112
Edit Layout........................................................................................................................... 113
Setting For Compulsory Table Number Entry When Making Order.......................................113
Create Order By Table.......................................................................................................... 113
Use Table To Retrieve Table Receipt....................................................................................113
Make Payment Based On Table........................................................................................... 113
Change Table....................................................................................................................... 113
Void Receipt......................................................................................................................... 113
Print Receipt......................................................................................................................... 114
ISMS / Emails.......................................................................................................................... 114
SMS Marketing..................................................................................................................... 114
Check History............................................................................................................... 114
Reload.......................................................................................................................... 114
Send SMS To Phone Numbers.....................................................................................114
Emails................................................................................................................................... 114
Set Up Email................................................................................................................. 114
Send Email To Recipient ..............................................................................................115
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Send Reports To Recipients......................................................................................... 115
Xpress Waiter.......................................................................................................................... 115
Download The Xpress Waiter For Android............................................................................115
Xpress Waiter Configuration................................................................................................. 115
Check The Xpress Waiter Port......................................................................................115
Xpress Waiter Setting In Android..................................................................................116
Order.................................................................................................................................... 116
Make Order With Xpress Waiter...................................................................................116
Append Order With Xpress Waiter................................................................................116
View Layout.................................................................................................................. 116
Contact................................................................................................................................. 116
View Contact Detail....................................................................................................... 116
View Contact Tasks....................................................................................................... 117
Case..................................................................................................................................... 117
Add Case...................................................................................................................... 117
View Case Detail........................................................................................................... 117
Edit Case...................................................................................................................... 117
Job Sheets........................................................................................................................... 117
View Job Sheets........................................................................................................... 117
Tasks.................................................................................................................................... 117
View / Edit Tasks........................................................................................................... 117
Online Reports........................................................................................................................ 118
View Transaction Detail........................................................................................................ 118
Sales Report......................................................................................................................... 118
Sales Summary.................................................................................................................... 119
Customer Sales Report........................................................................................................ 119
Sales Report Detail.............................................................................................................. 119
Sales By Payment Type....................................................................................................... 120
Receipt List.......................................................................................................................... 120
To Print Receipt Online................................................................................................. 121
Void Receipt................................................................................................................. 121
Drawer..................................................................................................................................... 121
Human Resource Management............................................................................................. 121
Admin................................................................................................................................... 122
Permission Setting........................................................................................................ 122
Employee List....................................................................................................................... 122
Create Employee.......................................................................................................... 122
Edit Employee.............................................................................................................. 122
Delete Employee.......................................................................................................... 123
Employee Group.................................................................................................................. 123
Department.......................................................................................................................... 123
Section................................................................................................................................. 123
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Employee Type.................................................................................................................... 123
Work Pattern........................................................................................................................ 124
Add Work Pattern......................................................................................................... 124
Edit Work Pattern......................................................................................................... 124
Attach Work Pattern To Employee Type.......................................................................124
Attendance........................................................................................................................... 125
View The Attendance List............................................................................................. 125
Station.................................................................................................................................. 125
Create Station............................................................................................................... 125
Check Station............................................................................................................... 125
Set Station To A POS Terminal.....................................................................................125
Employee commissions......................................................................................................... 125
Create Item With Commissions............................................................................................125
Update Item With Commissions...........................................................................................126
Set Employee Commission.................................................................................................. 126
Make Sales That Give Commissions...................................................................................126
Attendance.............................................................................................................................. 126
Standalone Attendance Station............................................................................................ 127
Set Station To Attendance Clock..................................................................................127
View Attendance List.................................................................................................... 127
Door Access Control..................................................................................................... 128
Hybrid POS Attendance....................................................................................................... 128
Set Attendance Clock And POS Check In Method........................................................128
Record Attendance Within POS....................................................................................128
View Attendance Within POS ......................................................................................128
Surveillance ........................................................................................................................... 128
Setup Surveillance .............................................................................................................. 128
Save Surveillance Record.................................................................................................... 129
Watch Surveillance Record In Offline...................................................................................129
Watch Surveillance From Web............................................................................................. 129
Watch Surveillance With Android Apps................................................................................129
Queue Management System ................................................................................................. 129
Computer A (For Monitoring)................................................................................................ 129
Computer B (For Display The Queue)..................................................................................129
Display The Queue.............................................................................................................. 130
Hardware Supported.............................................................................................................. 130
Barcode................................................................................................................................ 130
Save Barcode Using Image.......................................................................................... 130
Setup Barcode Printer.................................................................................................. 131
Print Barcode................................................................................................................ 131
Fingerprint............................................................................................................................ 131
Installation ................................................................................................................... 131
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Setup............................................................................................................................ 132
Printer.................................................................................................................................. 132
Installation ................................................................................................................... 132
Workshop System.................................................................................................................. 133
Create New Customer Profile ..............................................................................................133
Edit Customer Profile........................................................................................................... 133
Delete Customer Profile....................................................................................................... 133
Filter Customers Via Various Data.......................................................................................133
Create New Items................................................................................................................ 134
Set Pricing............................................................................................................................ 134
Edit Items............................................................................................................................. 134
Stock Adjustment................................................................................................................. 134
Add A New Service Record.................................................................................................. 134
Edit Service Record............................................................................................................. 135
Add New Parent Task........................................................................................................... 135
Edit Parent Task................................................................................................................... 135
Print Service Record ........................................................................................................... 135
Create New Vehicle Profile.................................................................................................. 135
Edit Vehicle Profile............................................................................................................... 135
Attach Vehicle To Service Record........................................................................................ 136
Search A Vehicle's Service History.......................................................................................136
Open An Invoice................................................................................................................... 136
Edit An Invoice..................................................................................................................... 136
Vendor.................................................................................................................................. 136
Create New Vendor Profile........................................................................................... 136
Edit Vendor Profile........................................................................................................ 136
Terms............................................................................................................................ 137
Search A Vendor Profile................................................................................................ 137
Import Vendor .............................................................................................................. 137
Account Payable On Vendor List .................................................................................137
Reminder............................................................................................................................. 138
Client-Server........................................................................................................................... 138
Real-Time Management....................................................................................................... 138
How to Get Help From Us...................................................................................................... 138
Skype Contact...................................................................................................................... 138
TeamViewer......................................................................................................................... 138
Contact us............................................................................................................................... 138
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What is in this User Guide?
This BMO Point of Sales System User Guide will educate users about BMO Point of Sales
System's feature while guide them how to use those features effectively.
How this User Guide Help?
This BMO Point of Sales System User Guide will provide guidance with samples, scenarios and
procedures to help users get familiar with the system in a short period.
We have provided another quick and easy way for users to access to this user guide. Users can
access to the online user guide at our POSMarket website, www.posmarket.com.my/possystem-quick-guide/.
Getting the software
Users can get our BMO POS Client software from www.posmarket.com.my/downloads/ or visit
our web site at www.bizcloud.asia. The software comes with 30 days full trial. Within the 30 days
trial, user will be able to use the full software online and offline. After the software is
downloaded, kindly follow the instructions below to get started.
Installation
The method to install the BMO Offline POS Client version 250261 below (older version before
250261) are slightly different.
POS Client Version Before 250261
Before installing the BMO Offline POS software, there are two essential drivers which are
Microsoft .NET Framework and Visual Basic Power Packs need to be installed in your computer
first. User can download the setup files from our official website, www.posmarket.com.my.
1. Go to www.posmarket.com.my.
2. Navigate to Download > Software, Drivers & Brochures.
3. Download Microsoft .NET Framework and Visual Basic Power Packs under POS Drivers
list.
Installation Of Microsoft .NET Framework
To run the BMO Offline POS Client (POS Software), user is required to install Microsoft .NET
framework as it is one of the system development platform.
1. Go under POS Drivers, find for “Microsoft .NET Framework 4 (Web Installer)”, then click
"Visit Website". Otherwise, user can directly access to Microsoft .NET Framework official
website.
2. Choose a language and click “Download”.
3. Click “Run” when open file-security warning window prompt is appeared.
4. Then, Tick “I have read and accept the license terms” and click “Install”.
5. Click “Finish” to complete the Microsoft .NET Framework installation.
Installation Of Visual Basic Power Packs
To run the BMO Offline POS Client, user is also required to install Visual Basic Power Packs.
1. Go under “POS Drivers” and download “VisualBasicPowerPacksSetup”.
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2. Unzip the file.
3. Double click on “VisualBasicPowerPacksSetup.exe” to install.
4. Follow on screen instructions until the installation is done.
Installation Of BMO Offline POS Client (POS Software) Before Version 250261
1. Go under “Offline POS Terminal Installer” at www.posmarket.com.my/downloads.
2. Download “BMO Offline POS Client” with the latest version.
3. Unzip the folder, then double-click to run setup.exe. (Proceed to step 6 if no error
message prompts out)
4. If an error message prompts out to require user installs Microsoft .NET Framework 4,
please install it first before proceed to BMO Offline POS Client installation.
5. After Microsoft .NET Framework is installed, run the setup.exe file again.
6. After verifying, click “Install”. It will prompt to begin the installation process.
7. Follow on screen instructions until the installation is done.
POS Client Version 250261 Onward
Installation of BMO Offline POS Client (POS Software) 250261 Onward
User can download BMO Offline POS Client at www.posmarket.com.my/downloads.
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Go to www.posmarket.com.my.
Navigate to Download > Software, Drivers & Brochures.
Download “BMO Offline POS Client” with the latest version.
Unzip the folder, then double-click to run pos_xxxxxx_AL_setup.exe.
Click “Install”. It will prompt to begin the installation process.
Follow on screen instructions until the installation is done.
Registration And Configuration Of BMO Client (POS Software)
There are two methods to register for the POS software. The first method is for the user who
does not register an account with PosMarket yet. User need to create an new account in the
POS software during the installation. While the second method is for the user who has already
registered at http://www.posmarket.com.my/loginregister/.
Registration For First Time User Without Register Account Online
1. Run the pos_xxxxxx_AL_setup.exe.
2. Click “Install”. It will prompt to begin the installation process.
3. During installation, system will request user to create a 30 days trial account if user does
not have any account yet.
4. Fill in the registration form completely. (Please set Admin Password which does not
contain the Admin Username and more than 6 characters.)
5. Click “Register as new terminal for 30 days trial” to proceed.
6. After successfully registered, a window will prompt out and user will receive a message
regarding the phone code at mobile phone.
7. Restart the BMO POS Client.
8. Enter the phone code which has received by user's mobile phone.
9. After phone code is verified, now user can restart the BMO POS Client once again.
10. Fill in user name and password, then click “login”.
11. Click “Sync” to do synchronization for first time login. User must first sync to start use
BMO Offline POS Client because there are some important information such as unit,
payment type, cash in, cash out need to be download online.
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Configuration And Setting For User Already Registered Online
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Run the pos_xxxxxx_AL_setup.exe.
Click “Install”. It will prompt to begin the installation process.
During installation, system will request user to create a new 30 days trial account.
Click “Cancel” to skip the registration since user has registered an trial account via
online.
5. Click “OK” until it comes to the System Setting form.
6. Click “Login” at the POSMarket website, www.posmarket.com.my to login into BMO
Online Cloud.
7. Go to Admin > Company Info to refer the information which need to fill in for the setting
of BMO POS Client.
Setting Folder
Default folder is located in C:\BMO
Database Folder
Default folder is located in C:\BMO. For multi-stations in a
premise, this folder will be used as a centralized database folder.
Company ID
Go to Admin > Company Info on BMO Online Cloud
Company ID information.
Company Code
Can be found in online BMO system which in the same page with
company ID.
Navigate to Admin → Company Info
Company code is the same throughout the whole branches.
Admin Username
The root admin that is registered.
Admin Password
The root admin password.
Branch ID
Navigate to Admin → Branches → Branch List.
The Branch ID is inside the form.
Next receipt No.
Decide the next integer for the receipt. For example 1001
Prefix
The prefix for receipt, can use alphanumeric. For example REC.
API Key
Can be found in online BMO system
Navigate to Admin → Company Info
The API Key can be found inside.
to refer
Function : Indicate currency
Currency
User may need to set-up the currency setting when first-time
installation or after synchronization including Currency Title ,
Currency code and Currency Rate.
8. After that, save the configuration.
9. Please make sure internet connection is available for initial data synchronization.
Software Activation
User has 30-days full trial, if the license expired, user may not be able to log into the BMO
Offline POS. Please provide us the activation code and make the payment. Once the payment
confirmation is verified, we will activate the software, then user will just have to click the activate
button to get it activated.
Every activation code of the software is only valid for the same computer. If user plan to use
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multi-stations system please purchase licenses for each computer.
When the software in PC is paid, user can use the previous database which was already expired
formed into a new bmo folder.
Support / Request / Suggestion
User can send support request to us in the POS system interface. In the login window, Click
“Support / Suggestion” in the login window. Fill in the contact information and the support /
request / suggestion and click “Send Support Request” to submit.
Pay
User can do the payment by click “Pay” button in the login window to link online payment. User
can purchase POS terminal license after the free trial expired.
After Sale Support
We provide one free installation within Penang and KL and 1 time training when installation.
Online support is free of charge.
Update BMO Offline POS
We will always update, enhance and improve our BMO Offline POS to meet the needs and
requirements of our customer. User can get the free upgrade version through our website at
www.posmarket.com.my/downloads. If user encounters any error, try to download from POS
Market website and update the software to the latest version, if the problem still could not fix, try
calling our customer support at 1300 73 7389 or 1800 87 7061.
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Backup all data, normally, copying the whole C:\BMO folder contains all of the data.
Uninstall the BMO POS client at remove software.
Then re-install the latest version downloaded from the www.posmarket.com.my
Please contact us if facing any problems.
Check Software Version
1. Start the POS Client Software.
2. On the top left of the client, below POS Client Login, it show “Last sync : mm/dd/yyyy
4:43:19 PM 2.50.26.1”.
3. “2.50.26.1” represent the current software version.
4. Alternatively, user can login to POS client and click “Info” button.
Others Extra Configuration
1. For Windows 8 and above, some setting need to adjust in order to get better
performance.
2. Right click “My Computer” > properties > Advanced System Setting.
3. Go to Performance setting > Choose the Adjust for best performance.
4. After clear all ticked, just tick the enable peek, show thumbnails instead of icons, smooth
edges of the screen fonts, smooth-scroll list boxes and use drop shadows for icon labels
on the desktop.
5. Click Apply and OK.
6. Done.
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Petty Cash
Function: To check and trace in and out money from to POS system.
Petty Cash is actually the standby money that will be put the cashier for running daily business.
Petty Cash Configuration
Function: To configure the setting of the petty cash
User should set the pretty cash setting when first-time usage. Failed to save the setting for the
petty cash will cause the pretty cash setting may disappear after synchronized, ledger may not
tally and cannot be viewed online.
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Login to P.O.S offline, select Petty Cash on menu bar and then click on the “P.T Cash”.
Click “Setting” button in the petty cash window.
Select Petty Cash Account code for Pay In, and Cash Out Account for Pay Out.
Click “Save” to save the setting.
After done the configuration part, login to application with username and password, and
do an initial sync by clicking on the Sync button. After the initial sync, restart the
application.
View Petty Cash Transaction
Function: To check the transaction cash in and cash out tally and track the financial report.
User can view the petty cash transaction in petty cash window. The detail of the cash in and
cash out will record.
User can preview the petty cash in the printed mode by click “Preview” button and also export
the CSV excel file in petty cash window by clicking “Export” button. When open the drawer is
needed, user can click “Open Drw” button.
Cash In / Cash Out
Function: To deposit or withdraw the money from the drawer.
Example: User may need to deposit some cash when start business of the day or withdraw
some money from the drawer for the urgent use. User can manually cash in and cash out in
petty cash window.
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Go to P.O.S offline, click on the “P.T Cash” button.
Click “Cash In” for the deposit some money or click “Cash out” for withdraw money.
Fill the description of petty cash operation and its amount.
Click “Apply” to save the petty cash operation.
Petty Cash Limit
Function: To limit the Petty cash
1. Login to POS System.
2. Click “POS Setting” under the System tab.
3. Under the System tab, tick the Enable Petty Cash Limit.
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4. Set the limit and then click “Save” to finish the setting.
Quick start POS
User can start first transaction with just a few steps:
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Create an item
Create a contact
Make a cash sale
Make order
View transaction history.
Create An Item
Function: To store items in the POS database for sale or service purpose.
User can create any items or services in store or shop to start doing transaction.
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Login to POS system by using user name and password.
Click “Inventory” button and select Inventory List.
Select New Item in the Inventory window.
Insert Item Name and Description.
Create a MFG code or Barcode for the item. (optional)
Choose the category and type.
Choose Unit for the item.
Set price for the item.
Set the re-order level, it will alert when the specific item's balance reached.
If re-order is configured, please make sure Physical Check is ticked to make sure user
have enough quantity on hand.
11. Click the Save as New Item button to save it.
12. Click “Close” button to back POS main screen.
Create A Contact
Function: To store the information of customer in database and trace customers' purchase.
Memberships, point collection and promotion can be applied to customers by using various
feature of contacts and memberships.
1. Click “New Contact” under the Contact tab on the Menu Bar.
2. Enter the information in the general tab and also membership tab.
3. Click on the “Save” button to finish the settings.
Make Cash Sales
Function: To make a transaction by using cash payment.
1. Choose an item from the Item Menu.
2. Select a contact from the Contact dropdown list on the left.
3. Key in the Tender amount and click “Cash” button to finish the transaction, or click
“Exact” button if the customer pays with the exact amount.
Make Order
Function: To make an order for the items.
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User also can make an order and pay later.
Example: The feature can be used in the restaurant which need to make order and pay later.
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Choose an item from the Item Menu.
Click the “Order” button.
Click “OK” to create a new order.
Transaction information will show the items that have not been paid.
Click “Receipts” tab then select Receipt list.
Tick “Unpaid Receipt” check box and click the “Search” button to search the unpaid
receipts.
The receipts that have not been pay are then showed in the list.
Select order and click “Open Receipt” button.
The order will show in the transaction form.
Key in the Tender amount and click “Cash” button to finish the transaction, or click
“Exact” button if the customer pays with the exact amount.
View Transaction History
Function: To view the transactions that have been made.
1. Navigate to Receipt tab, then click on the Receipt List.
2. Choose any filter for more specific result and click “Search” button.
User can explore more functions and features of the POS system by using the various setting
and tool such as membership, promotion, affiliate model and etc.
Setting Form
Function: To set the custom feature and function for the POS system.
1. Open POS Offline Client and click "Setting" button.
2. Log in with the username and password.
System Tab
System
Standalone
Function: If selected, POS system can be used in simple standalone
workstation.
Client and Server
Function: If selected, POS system can be used in client server
network.
Client server network can support real-time update to headquarters
which is suitable to supermarket, food and beverage and retail store
with multiple POS Terminals.
Example: A supermarket with 10 counter, a server with 101 clientserver base software connected using network cable internally is
required.
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Setting Folder
Setting folder
By default is C:\bmo
Function: The setting of the POS system will store in the folder.
Database
Server IP
Define IP address for the client server POS system.
Port
Define port number for the database POS system.
Username
Define username for the database POS system.
Password
Define Password for the database POS system.
Database Folder
By default is C:\bmo
The database folder POS system.
Special Reporting
We can define excel CSV report format which need to export.
Function: To configure the export format of excel CSV. The exported excel CSV file can use to
manipulate the data in the excel format.
Prefix
Define the prefix for the CSV report
POS ID
Define the POS ID in CSV
Machine ID
Define the machine ID in CSV
CSV Separator
Define the type of separator in CSV
Text Delimiter
Define the text delimiter in CSV
Auto Sync
Automatically synchronize the database at the time that user have selected.
It can also be delayed by ticking the “Allow Delay”.
Tendered Limit
Set the limit of the tendered amount in every transaction.
Choose wisely at the actions as it could be prompting a confirmation or block the transaction.
Language
The default language for this system is English.
User can also choose Malay as the language.
Petty Cash Button
To configure the petty cash limit and report.
Data Migration
If the version is 24x , can migrate the date to the 25x.
Please backup data before proceed.
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Item Tab
Inventory
Auto
Function: Automatically sync all images with online account.
The image from the online account will synchronize every time when
user login into the account.
Manual
Function: Manually upload or download an image inside the Inventory
window.
None
Don't sync
Load
Inventory Tick to load the inventory list automatically when open the Inventory
Automatically
windows.
Strict Item
Control
Name If selected, the item name cannot be changed.
Loose Item
Control
Name If selected, only the new created item name can be changed.
No
Item
Control
Name If selected, there is no item name control.
Set Items
To allow user to delete items inside a set.
Units
User can choose the default unit for every new item that has been created.
For example: pcs, unit, kg, oz, batch.
Alert
User can choose to allow the system alert when selling price less than cost and reject if the
selling price less than cost.
Others
Unique Mfg Code
Allow
Quantity
Allow user to set the unique Mfg code.
Negative Tick to allow negative quantity for the item.
Auto Hide Empty Auto hide the empty item category on the POS interface.
Item Category
Receipt Tab
Receipt Setting
Define how the receipt send to customers, by printer, SMS or both. If
SMS, user will need to access internet and go to www.isms.com.my for
creating an account.
Receipt Header
Shows the company details such as company name, address, phone
number etc. in receipt heading.
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Details should be set at online account. User can choose a logo or
letterhead for the receipt here.
Use Image
Tick on it to use the image as receipt header.
Use Header
If ticked, the receipt will show this customized header text.
Receipt Contact
Select which contact details to be shown
Receipt Detail
Shows details of an item such as unit, manufacturing code etc.
Group Same Items
If this option is chosen, when the items are identical, it will be grouped
together which add up to the quantity in the receipt.
Single Item Only
Each item will be displayed one line in receipt
Price Before Discount Show the price before discount in receipt
Price After Discount
Show the price after discount in receipt
Configure
POS Can configure the compulsory field like service by, option, remark,
compulsory field
serial, select contact, table no., Appointment and job sheet.
Configure
visible filed
POS Can configure POS visible fields like no., item name, price, quantity and
etc.
Receipt Attached Tag If checked, it is able to attach information after fully paid
Receipt Footer
Shows payment related information such as total, discount, tax, etc.
Footer at print item
User can choose to print the footer together with items as well.
Footer at receipt
If user want to show or hide footer at receipt.
Logo
Can change the logo at cash or order receipt.
Printer Tab
Function: To configuration different settings of Printer.
Multi Printer
We support 14 printers in our POS software for example kitchen, barcode, item, receipt, A4 and
others. User can choose the default printer for the different type of printer and how many copy
will be printed each time.
Copy
Select the number of copies user want to print for each individual
printer.
Receipt
Printer(80mm/A4)
Function: Define which printer for receipt printing
User can print the receipt in 80mm format or A4 format.
Item Printer
Function: Define which printer for item printing. It can be separated
printer. Sometimes, the printer can be located in the kitchen.
Item printer can print in the 80mm format.
2nd -6th Item Printer
Function: Under some circumstances, user may need extra item printer.
Example: In a restaurant, it may have many different counters for the
drink, desert , food and etc.
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Barcode Printer
Function: Define the default barcode printer. POS client is capable of
working with most windows based barcode printers.
Barcode printer is used to print out the barcode from POS system.
Report Printer
Function: Define the report printer.
Normally the report needs A4 printer due to large amount of data.
JobSheet Printer
Function: Define the JobSheet Printer.
Usually the Job Sheet printer is for optical store to print out the job
sheets.
Queue No. Printer
Function: Define the Oueue No. Printer.
To print the queue number for each order or transactions, user needs to
enable the Queue Manager inside the Queue tab.
Example: The restaurant may need the queue no for the long queue of
customer.
Order Sticker Printer
Function: Define the order sticker printer.
Item Sticker Printer
Function: Define the item sticker printer.
Printer Options
Exact / Cash Print
Automatically print out the receipt when receive payments by exact or
cash.
Order Print
When make an order, the system will print the receipt automatically
Full Item Print
System will print out full items in the receipt.
Receipt with Barcode Print a barcode on top of the receipt. It is the receipt number, it will
retrieve the correct receipt once scan on it. Best for order and payment.
Print Another Item If ticked, system will print out the receipt and item list separately in two
List Separately(Cash) paper during after transaction.
Print Another Item If ticked, system will print out the receipt and item list separately in two
List
Separately paper during when making order.
(Order)
Print Appended Item If ticked, system will print the appended item only.
Only
Items
List
Barcode
with If ticked, system will print items list with barcode.
Print Item Separately If ticked, system will print out the each items separately.
Print Items Normally
If ticked, system will print out the items normally.
Cut Item Category To If there are needs to separate items according to category and print it in
Different Printers
different paper, select this option.
Print to Kitchen After Will generate void receipt order to kitchen.
Void
Print Order Sticker
Automatically print out the order sticker.
Print
Customer Print out the receipt along with the customer locker in separate receipt.
Locker In Separate
Receipt
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Print Split Pay Info
Split Pay info is printed out inside the receipt.
Print Item Sticker
Will print out the item sticker.
Other Printer Setting
JobSheet
Enable to print out the jobsheet summary and details
Appointment
Enable to print out the appointment summary and details
Vehicle
Enable to print out the vehicle summary and details
Report
Configure sub category for the report
If ticked, sub category report will not enable.
Font size
Font size for receipt
Category Printer Settings Using Item Printer
Configure printer for different category of item inside inventory.
User can print out the category of can drink for drink, category snack for snack by using
category printer feature and tick the “Item Separately During Cash” and “Item Separately During
Order”.
Devices Tab
Cash Drawer Trigger
Auto Open Cash Tick to enable cash drawer open automatically when take an order.
Drawer When Order
Auto Open Cash Tick to enable cash drawer open automatically when clicking exact or
Drawer When Exact / cash.
Cash
Enable Cash Drawer By default, the cash drawer is connected to the printer. Once the
Trigger
printing job is started, the cash drawer will open (based on printer
setting). However, by installing a cash drawer trigger, you can trigger the
cash drawer separately.
Port
Select the port used by cash drawer trigger
Baud
By default it is 9600, please set it to 9600
Customer Display (Stand Display)
Enable Stand Display 1
Enable the pole display which is for customer viewing
Display Item Info
Enable display item info in the Stand Display 1
Display Roundup
Enable display item info in the Stand Display 1
Port
Choose the correct port
Baud
Please set it to 9600.
Show Discounted Price
Showing the discounted price inside the stand display.
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Characters per line
The numbers of characters per line to be displayed.
Line 1 & line 2
The default welcoming message to show at the stand display.
Enable Stand display 2
Enable it if user need 2 stand display. Normally user will need to use
two different drivers and manufacturers for two stand display to
prevent driver crashed.
Display Item Info
Enable display item info in the Stand Display 2
Display Roundup
Enable display item info in the Stand Display 2
Port
Select the correct port
Baud
By default, it is 9600, please set it accordingly.
Characters per line
The numbers of characters per line to be displayed.
Second Monitor
This define the second screen size
Dual Screen
To enable dual monitor system
Screen Image / Video Browse image / video for second screen
1024 * 768
Set when the desktop size is 1024 * 768
1366 * 768
Set when the desktop size is 1366 * 768
Max window
Set the default windows size
Keyboard Tab
Key Binds
Function: To define the keyboard shortcut function.
There have the keyboard shortcut for the function, item and set.
Weight Scale Tab
Weight Scale RS232
Enable
Tick to use of weighing scale
Port
Select the port used by weight scale
Baud
By default it is 9600, please set it to 9600
Data bits
Data bits for the weight scale
Stop bits
Stop bits for the weight scale
Parity
Parity for weight scale
Flow Control
Flow Control for weight scale
Header to skip
Define the header to skip
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Weight Scale Default Define the default kg for the weight scale.
Unit
By default, it is kg.
Email / SMS Tab
Function: Set the system to automatically send user the report every day for the regular
checkup.
Email
To select reports for sending to user everyday.
User can choose the reports to be sent weekly, everyday, yesterday's.
Click “Setup Email / iSMS” button to navigate to iSMS Email setting.
Login Tab
Default Location
Function: Set the default location for the POS Client.
Kiosk
Function: Set the POS Client to either windows mode or kiosk mode.
Windows
It will operate as usual.
By default, this is selected.
Kiosk
The screen will concentrate on the POS Client as the other windows
cannot be shown unless the POS Client is closed.
Top Most
Set the POS Client on top of all of windows.
It is also more concentrating besides Kiosk mode.
By default, it is ticked.
Initial Login BizCloud Sub Module Group
The BMO client is able to login to different modules.
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Human Resource Management Client
Computer Telephony Interface
Inventory Management
Customer Relation Management
Accounting
Barcode Printing
Point Of Sales Client
Item Scanner Kiosk
Attendance Clock
Queue Manager
Queue Display
Kitchen Queue
Workshop system
Digital Clock Format
Function: Set the format of digital clock. We can set either 24 hours or AM/PM
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Permissions
User can change the permission of access and view the menu to different group of the user.
For example, user can prevent the employee from seeing the items cost.
Manage Username / Password
User can update the username and password.
There are 10 default admin at POS. User name and password of all admin can be change
except the master admin. The change of master admin will change the API key.
Login Alternative
Finger Print Login
Use fingerprint reader to login to system. Please remember to install the
URU-4500 Fingerprint Reader driver from www.posmarket.com.my.
Username Login
Login using the username and password.
By default this is ticked.
Magnetic card login
Use magnetic card to login.
The card reader is needed to use this feature.
User can make login alternative combination for ease of use.
Log Out Without Transaction
If there are no activities, the system should logout within preset variables.
Until log out
System won't automatically log out until user manually log out
1 hour
Log out every 1 hour without transaction.
30 minutes
Log out every 30 minutes without transaction.
15 minutes
Log out every 15 minutes without transaction.
5 minutes
Log out every 5 minutes without transaction.
Every payment
Log out after every payment.
Every transaction
Log out every transactions
Logout Authentication
Tick the “Requires Authentication During Logout” to enable authentication when logging out from
the POS Client.
Queue Tab
Queue Manager
Function: To set the queue setting. When enable the setting, user can print the queue number
when make or order or cash sale.
Enable
Click “Enable” to enable the queue manager
Counter Name
Set the name of counter
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Update Frequency
The frequency of update the queue.
Display Queue No
If ticked, it will display the queue no. When display the queue no, there
is the option to reset the no everyday and choose the initial no. start
from.
Automatically Display If ticked, the next queue no. will be automatically displayed.
Next In Queue
Layout
User can choose either to display the layout for “4 counters display” or
“1 counter with 2 history”.
Print Queue Slip
If ticked, the queue slip will be printed everytime when generated.
Print Queue No. In If ticked, the queue no. will be printed along the receipt.
Receipt
Print Queue No. In If ticked, the queue no. will be printed along the item sticker.
Item Sticker
Print Queue No. In If ticked, the queue no. will be printed along the kitchen list.
Kitchen List
POS Tab
POS Setting
Click to navigate to the POS Setting.
Receipt Layout
Click to navigate to the Receipt Layout Setting.
Split / Combine Receipt
User can choose to print after split or don’t print after split the receipt.
Outlet Layout Setting
Layout Theme
User can choose the design of the shop layout.
User can also change the name of the order.
By default it is Tbl/Order.
Configurations
User can set whether to show the table layout first after login, or keep
the layout open.
Others
Must Enter Table No
Tick to set the table no compulsory for every receipt.
Scroll Bar Width
User can select the width of the scroll bar such as 1.0x, 1.5x or 2.0x.
While Making Order / User can choose to show the Customer Purchase History of Item while
Change Price
making order or changing price.
Load Contact
Automatically
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List If ticked, the contact list will load automatically when open the contact
list windows.
Magnetic Card Reader Tab
Install Magnetic Card Reader.
1. Plug-in Card Swipe Machine.
2. Make sure a beep sound is heard
3. A pop up appears on screen (for first-time installation only) which notifies that installation
of card swipe device is done.
Configure Magnetic Card Reader At POS Terminal
1. First, user needs to run Offline BMO POS Terminal and click “Setting” button.
2. Plug in the magnetic card reader (any model) to CPU or laptop.
3. In the Setting page, go to "Magnetic Card" tab. Then, click on the "Test String" text area
with the digit "0" if any.
4. Swipe the magnetic card by using the magnetic card reader. A string of code will appear
on Test String column.
5. Choose a username and password for employee from the code (But DO NOT fill in the
Username and Password column).
6. Continue by following the steps below:
7. Change the number beside "Username" (from -1 to 0).
8. Change the number beside "Password" (from -1 to 1).
9. Tick "Use this setting for login".
10. Click "Test". The system will automatically fill in Username and Password for user.
11. After clicking "Test", values of user last entered username and password should appear.
12. Click "Save" to finish the setting.
Below is the example of Username and Password that the system processed. Click "Apply" if
everything is correct.
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8.
Go to POS Market Login Page and login with username and password.
In POS Market account, mouse over at "Employee" and click "New Employee".
Under the "PERSONAL" tab, fill up employee details, especially columns marked with *.
Click the "SYSTEM ACCOUNT" tab, click the select box at UserType column and
choose "EMPLOYEE".
Click the select box at *Grp Permission column and choose "Admin".
Fill in the same Username and Password that user have filled at BMO Offline POS
Terminal setting page (Step 5).
Click the "EMPLOYMENT" tab, go to "Employee Type" select box and choose
"Permanent staff". After completed, click "Save" to save the info.
The employees can now login to the POS Client by swiping their employee magnetic
card at the magnetic card reader.
Backup Tab
Reports, data and records are important for all business establishments. Creating a backup copy
of business information is an important and necessary step to help the business grow
successfully. The backup copy can be used to recover data if computer is stolen, deleted data
accidentally or system is corrupted. User is able to create multiple backup copies via our Offline
and Online POS system. Our Offline POS Terminal backup function is able to backup the
company's important records. By default, our backup file will be stored inside setting folder. It will
automatically backup when exit the software.
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User can manually backup data or restore the data from this tab. Please do backups frequently.
Manual Backups
User can manually create backups in our Offline POS System within a few simple steps:
1. Click the “Setting” button at the lower left corner of POS Offline Client login screen.
2. Go to Backup tab, tick Auto Backup and click Save button. Then the data will be
automatically saved into the computer's C drive.
Auto Backup When Sync (Online POS System)
1. There is a Cloud Backup function in our Offline POS system. User will be able to create
another backup into BMO cloud system by clicking the Synchronize button.
2. After user has login to our offline POS system, the synchronise button is located under
the System tab on the menu bar.
Copy Data
User can also make another copy of the business data and save it into thumb drives, external
drives or another computer by clicking the Copy Data button.
The valuable data will be saved in a zip file .
Change PC
If user is facing a problem such as CPU failure and need to change to a new CPU, user can
restore the data into new computer using the backup data file.
Quick steps to restore:
1.
2.
3.
4.
Go to the backup folder zip file > extract the zip file > open the folder.
Select all the files and folders and copy them.
Create a folder named bmo in C drive and paste all the copied file into this folder.
Now user can start to use your Offline POS Terminal again.
Extra Backup
User can choose a destination folder to save the backup files. The backup will automatically
duplicated into 2, one of them is saved inside the bmo under C: drive, one is saved inside the
destination file that user has been created.
For example, user can create a “Backup” folder inside Desktop, and then select the Extra
Backup file destination to the “Backup” folder, so whenever the POS Offline Client is closed, it
will automatically backup 2 copies.
Rewards Tab
Redemption
Allow
Redemption
Set
expiry
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Partial If ticked, partial redemption will be allowed.
Redemption If ticked, set redemption expiry is enable
Reset
Than
Point
Expire
Membership
More Define the duration and date which to reset the point.
With The redemption will be expired along with the membership if ticked.
Reset Points More The system will reset the point more than the period that user has been
Than
selected.
Auto Discount For Receipt
Enable For Members If ticked, auto discount will enable for the members.
Enable For
Members
Non- If ticked, auto discount will enable for the non-member
Discount when sales Set the amount to reach for receive a discount for different option like
reaches
for same receipt , same day,same week or same month.
Category
Choose the category for the auto discount and the minimum quantity
that has to be purchase for the same receipt.
Discount Type
Type of Discount include percentage or amount.
Minimum Quantity Conditions
All items follow new If ticked, every items purchase will followed the new price.
price
Only
item
that If ticked, only item that reached minimum will be discount. For example,
reached minimum
the minimum quantity is 2, the third items will be discount.
Coupons
Function: Set the availability of the coupon usage.
If ticked, only coupons that attached along with the receipt can be used.
TAX/VAT/GST Tab
Overall Service Charge Control
Function: To perform service charge to the whole receipt.
Srvc Charge Control If ticked, service charge control only can change online. If remain
Online
unticked, service charge able control offline.
Srvc Charge Enable
If ticked, service charge will be enable offline.
Charge Type
There are 2 type of charge.
Percentage charge type depend on the certain percent from the total
amount.
Amount is certain amount from the each receipt.
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Charge Amount
Function: To define the charge amount in percentage or amount.
Overall Tax Control
Function: To Control Tax value online. User can add the tax on the receipt of the Tax include
GST tax.
Tax Control Online
If ticked, the tax control can only change online. If remain unticked, tax
is able to control offline.
Tax Enable
It enables the tax feature on this POS
Tax Type
It can be percentage or amount, inclusive or exclusive
Tax Amount
Set the value or amount to be charged.
Tax Label
Set the label of the tax to be charged. For example GST. It will show as
GST in receipt menu and when print out receipt will show as GST.
Tax Code
Set the default tax code for the new items that will be created after on.
Web Cam Tab
Camera Setting
This function is set the camera setting. We can set 2 camera in camera setting.
Camera 1
Click to set the camera1
Camera 2
Click to set the camera2
Clear
Clear the camera setting
Auto On Camera
If ticked, the camera will automatically on when initializing POS
Capture Setting
Keep data for
Set the duration for keep the records of camera captured.
Stream Online
If ticked, stream online for the video will be enable. The video will
uploaded every 10 seconds.
Attendance Tab
Attendance
Capture Attendance
To track the employee attendance. The data can be view from human
resource management login.
Check In From POS
Select the option of check in .
Daily End Hour
User can set the daily end hour or even force the system to end when the ending hour has
reached.
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Start Of Week
User can select the starting day for every week.
The default starting day is Sunday.
Android Tab
Xpress Waiter Setting
Set the port of the Xpress Waiter setting. The port has to be match with the port inside Xpress
Waiter.
CTI Tab
CT1(For Yeastar U100)
MySQL Server
Host IP
Define the host IP for server.
UserName
Define the username for server.
Password
Define the password for server
Port
Define the port for server
SSH Server
Host IP
Define the host IP for server.
UserName
Define the username for server.
Password
Define the password for server
Port
Define the port for server
Prepaid Tab
Reload Pin
PIN reload is securely stored (offline/online mode) in encrypted format in the POS terminals. It is
an electronic top up module added by BMO POS System. This PIN Reload module provides
immediate top up of mobile prepaid credit at point of sale.
Convenient to the customers as they just need to visit the shop. With the integrated PIN reload
module, user can easily key in all the coupon serial numbers and provide it to the customer upon
payment received. Of course, this module is not just limited to mobile credit reloads.
Fill in the details of the "Reload PIN", such as "Username" and "Password" into the POS Client.
After that, login to POS client and click on "PIN" button.
Select "Provider", "Denomination" and "Tendered". Then, click "Enter".
Finally, user can reload mobile phone with the PIN number provided in the receipt.
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Prepaid Credit Control Online / Offline
Allow control prepaid credit online but internet connection must be needed.
Receipt Paid With Prepaid Credit Void
Allow void receipt If ticked , void receipt allowed to void when paid with prepaid credit
paid with prepaid
credit
Credit return
The credit return can be choose with option ask for user confirmation a
automatically refund credit and no credit refunded.
Refund Prepaid Credit
User can choose either refund prepaid credit with cash, or prompt refund, or clear credit without
refund or not allow to return the credit.
Item Setting
Click the “Extra” button to navigate to Item Setting.
Selling Price Alert
It will alert the user when the selling price is lesser than cost.
Overall
Serice Choose to enable the service charge, the type, and the amount.
Charge Control
Overall Tax Control
Choose to enable tax, the type, the amount and the label.
Membership/
Promotion
Change the setting of the Items whether to group same item together or
single item only.
Minimum
Condition
Quantity To set the minimum quantity condition for the promotions.
Set Items
Tick to allow delete items inside the set.
Accounting
Tick to set the compulsory to select GL, select Purchase GL, or select
COG GL.
Unique Mfg Code
Allow user to set the unique Mfg code.
Auto Hide Empty Auto hide the empty item category on the POS interface.
Item Category
Alert Tab
Alert
User can choose to pop up the alert automatically when login by ticking “Auto Pop Up Alert
When Login”.
Runner Tab
Main Settings
Set the Runner Username and Password with current username and password.
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Prepaid Credits Reset Settings
Enable
Tick to enable the reset setting.
Reset
When Tick to reset the prepaid credits when membership expires.
Membership Expires
Frequency
Select how frequent is it to reset the prepaid credits.
Credit
Set the starting credit.
Auto Backup Timer
Tick enable to allow auto database backup for every period that user has selected.
Birthday Reminder
Enable the birthday reminder for each contact.
Scheduler
The scheduler will repeat the schedule for a period of time that user selected.
The task can be set, refresh and delete.
FTP Tab
FTP Upload
Function : To upload the some report to company's server by File Transfer Protocol (FTP).
Example : Some company will need send the report to the server automatically in the specific
time. User can provide the FTP address ,port number , username and password. POS will send
the required report in the specific time everyday.
The setting can be done by going through this few configuration steps:
1.
2.
3.
4.
5.
6.
Login to POS system.
Click “Reports” under the Receipt tab on the menu bar.
Click “Setting” inside the Reports windows.
In the section of FTP upload, ticked the “Enable”.
Fill in the FTP Address, Port number, Username, Password.
Choose the type of report that need upload. There are 9 types of report that can be
upload.
7. Choose the date and time for the report upload.
8. Click “Save” button to save the report.
Enable
Ticked to enable the FTP upload.
FTPAddress
The user FTP address to upload
Port
FTP Port which to upload
Username
Username for the FTP
Password
Password for the FTP
SQL Database
SQL Database for the FTP upload.
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Report
Type of report to send
Upload
Define which days of report to send
Everyday At
The time of the report to send everyday
Save Copy At
The destination folder to save the copy at.
Trigger When POS Automatically trigger when shutting down the POS client.
Shutdown
POS Setting
POS Setting windows can be found under the “POS” tab inside the setting before login to the
client, and it can be found under the “System” tab after logging in to the client.
System Tab
Auto Sync
Function: Automatically synchronize the database at the time that user has selected.
It can also be delayed by ticking the “Allow Delay”.
Tendered Limit
Function: Set the limit of the tendered amount in every transaction.
Choose wisely at the actions as it could be prompting a confirmation or block the transaction.
Petty Cash
Enable Petty Cash Tick to enable the alert popup when the petty cash exceeds its limit that
Limit (Alert Popup)
has been previously set by user.
Block Transaction If Only tick if blocking the transaction is necessary if the limit has reached.
Limit Reached
Interface Tab
POS Interface
Button Image
Enable image display inside button
Rounding
Define how much rounding of the button image
Order Button
To enable or disable the order button
Other Button
To enable or disable the other button
Exact/Cash Button
To enable or disable the exact/cash button
Disable Make New If ticked, function make new order will be disable.
Order
Hide All Categories
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To hide all of the categories.
Item Buttons
To configure the Item Buttons inside the system.
Payment Types
Function: Users can configuration the visibility of the payment type on the interface of offline
POS to suit their needs.
Change Menu Buttons Label
Function: Users can configure the name of label of the menu buttons to suit their needs
Alert
Function: User can choose to show transaction form and also auto pop up alert when login.
Layout Theme
Function: Allow user to select layout theme and preferred name.
Currency
Function: Allow user to set new currency or choose the existing currency as default currency.
Permissions
Function: To change the permission of the employees.
Discount Buttons
Function: User can modify the discount buttons to suit the needs
Payment Buttons
Function: User can modify the payment buttons to suit the needs.
Buttons Permission
Select the user to modify his/her permission (enable/disable) on those buttons:
Sync Button, Receipt Button, Stock Button, Petty Cash Button, Contact Button, Drawer Button,
Camera disable, Appointment Button, Layout Button, iSMS button, Attendance Button, Alert
Button, Split Payment Button, Printing Button, Operation Button.
Set Items
Function: Allow to delete items in set.
Customer Price History
Function: Show the customer purchase history. If ticked, it will enable show of customer
purchase history of item.
Others
Function: Can choose to Hide Layout, Hide Table, Hide Pax, Hide OpenBy, Hide SplitPay, and
allow to Save As New Item if Mfg Code Not Found.
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Receipt Tab
Receipt Setting
Define how the receipt send to customers, by printer, SMS or both. If
SMS, user will need to access internet and go to www.isms.com.my
for creating an account.
Receipt Header
Shows the company details such as company name, address, phone
number etc. in receipt heading.
Details should be set at online account. User can choose a logo or
letterhead for the receipt here.
Use Image
Tick on it to use the image as receipt header.
Use Header
If ticked, the receipt will show this customized header text.
Receipt Contact
Select which contact details to be shown
Receipt Detail
Shows details of an item such as unit, manufacturing code etc.
Group Same Items
If this option is chosen, when the items are identical, it will be grouped
together which add up to the quantity in the receipt.
Single Item Only
Each item will be displayed one line in receipt
Price Before Discount
Show the price before discount in receipt
Price After Discount
Show the price after discount in receipt
Configure
compulsory field
POS Can configure the compulsory field like service by, option, remark,
serial, select contact, table no., Appointment and job sheet.
Configure POS visible Can configure POS visible fields like no., item name, price, quantity
filed
and etc.
Receipt Attached Tag
If checked, it is able to attach information after fully paid
Receipt Footer
Shows payment related information such as total, discount, tax, etc.
Footer at print item
User can choose to print the footer together with items as well.
Footer at receipt
If user want to show or hide footer at receipt.
Logo
Can change the logo at cash or order receipt.
TAX/VAT/GST No.
Key in the Tax number to be shown inside the receipt with the “Print in
Receipt” ticked.
Printer Tab
Function: To configuration different settings of Printer.
Multi Printer
We support 14 printers in our POS software for example kitchen, barcode, item, receipt, A4 and
others. User can choose the default printer for the different type of printer and how many copy
will be printed each time.
Copy
Select the number of copies user want to print for each individual
printer.
Receipt
Printer(80mm/A4)
Function: Define which printer for receipt printing
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User can print the receipt in 80mm format or A4 format.
Item Printer
Function: Define which printer for item printing. It can be separated
printer. Sometimes, the printer can be located in the kitchen.
Item printer can print in the 80mm format.
2nd -6th Item Printer
Function: Under some circumstances, user may need extra item printer.
Example: In a restaurant, it may have many different counters for the
drink, desert , food and etc.
Barcode Printer
Function: Define the default barcode printer. POS client is capable of
working with most windows based barcode printers.
Barcode printer is used to print out the barcode from POS system.
Report Printer
Function: Define the report printer.
Normally the report needs A4 printer due to large amount of data.
JobSheet Printer
Function: Define the JobSheet Printer.
Usually the Job Sheet printer is for optical store to print out the job
sheets.
Queue No. Printer
Function: Define the Oueue No. Printer.
To print the queue number for each order or transactions, user needs to
enable the Queue Manager inside the Queue tab.
Example: The restaurant may need the queue no for the long queue of
customer.
Order Sticker Printer
Function: Define the order sticker printer.
Item Sticker Printer
Function: Define the item sticker printer.
Printer Options
Exact / Cash Print
Automatically print out the receipt when receive payments by exact or
cash.
Order Print
When make an order, the system will print the receipt automatically
Full Item Print
System will print out full items in the receipt.
Receipt with Barcode Print a barcode on top of the receipt. It is the receipt number, it will
retrieve the correct receipt once scan on it. Best for order and payment.
Print Another Item If ticked, system will print out the receipt and item list separately in two
List Separately(Cash) paper during after transaction.
Print Another Item If ticked, system will print out the receipt and item list separately in two
List
Separately paper during when making order.
(Order)
Print Appended Item If ticked, system will print the appended item only.
Only
Items
List
Barcode
with If ticked, system will print items list with barcode.
Print Item Separately If ticked, system will print out the each items separately.
Print Items Normally
If ticked, system will print out the items normally.
Cut Item Category To If there are needs to separate items according to category and print it in
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Different Printers
different paper, select this option.
Print to Kitchen After Will generate void receipt order to kitchen.
Void
Print Order Sticker
Automatically print out the order sticker.
Print
Customer Print out the receipt along with the customer locker in separate receipt.
Locker In Separate
Receipt
Print Split Pay Info
Split Pay info is printed out inside the receipt.
Print Item Sticker
Will print out the item sticker.
Other Printer Setting
JobSheet
Enable to print out the jobsheet summary and details
Appointment
Enable to print out the appointment summary and details
Vehicle
Enable to print out the vehicle summary and details
Report
Configure sub category for the report
If ticked, sub category report will not enable.
Font size
Font size for receipt
Category Printer Settings Using Item Printer
Configure printer for different category of item inside inventory.
User can print out the category of can drink for drink, category snack for snack by using
category printer feature and tick the “Item Separately During Cash” and “Item Separately During
Order”.
Receipt List / Layout Tab
Receipt Layout
Function: Choose to print either in 80mm or A4 size receipt.
Configure Button: configure the receipts size, detail, and layout used
Column Hide
Function: To hide the column inside the receipt layout.
Others
Show Payment Type Shows the payment type that has been used for the first payment in that
of First Payment receipt.
Made
Print Receipt Directly Enable to print out the receipt when viewing receipt list.
In Receipt List
Void
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Receipt Determine the level of authentication when voiding a receipt.
Authentication Level
The default value for this is 1.
TAX / VAT / GST Tab
Overall Service Charge Control
Function: To perform service charge to the whole receipt.
Srvc Charge Control If ticked, service charge control only can change online. If remain
Online
unticked, service charge able control offline.
Srvc Charge Enable
If ticked, service charge will be enable offline.
Charge Type
There are 2 type of charge.
Percentage charge type depend on the certain percent from the total
amount.
Amount is certain amount from the each receipt.
Charge Amount
Function: To define the charge amount in percentage or amount.
Overall Tax Control
Function: To control Tax value online. User can add the tax on the receipt of the Tax include GST
tax.
Tax Control Online
If ticked, the tax control can only change online. If remain unticked, tax
is able to control offline.
Tax Enable
It enables the tax feature on this POS
Tax Type
It can be percentage or amount, inclusive or exclusive
Tax Amount
Set the value or amount to be charged.
Tax Label
Set the label of the tax to be charged. For example GST. It will show as
GST in receipt menu and when print out receipt will show as GST.
Tax Code
Set the default tax code for the new items that will be created after on.
Rewards Tab
Redemption
Allow
Redemption
Partial If ticked, partial redemption will be allowed.
Reward Point After If ticked, the points will be rewarded after the item discount.
Item Discount
Set
Expiry
Redemption If ticked, set redemption expiry is enabled
Expire
Membership
With The redemption will be expired along with the membership expiry date.
Reset Points More Define the duration and date which to reset the point.
Than
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Auto Discount
Enable For Members If ticked, auto discount will enable for the members.
Enable For
Members
Non- If ticked, auto discount will enable for the non-member
Discount when sales Set the amount to reach for receive a discount for different option like
reaches
for same receipt, same day, same week or same month.
Category
Set the quantity of certain item category to reach for receiving a
discount for different option like for same receipt, same day, same week
or same month.
Discount Type
Type of Discount include percentage or amount.
Minimum Quantity Conditions
All items follow new If ticked, every items purchase will followed the new price.
price
Only
item
that If ticked, only item that reached minimum will be discount. For example,
reached minimum
the minimum quantity is 2, the third items will be discount.
Coupons
Function: Set the availability of the coupon usage.
If ticked, only coupons that attached along with the receipt can be used.
Company Info Tab
Company
Function: Fill in the detail of the company.
Branch
Function: Fill in the detail of the branch.
Shift Period Tab
Shift Periods
Function: Set the preset period name and time.
For example, a restaurant can have two shifts which is Lunch and Dinner.
So the Lunch period is from 11.30am – 2pm, while the Dinner period can be 6pm – 8.30pm.
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Payment Setting
Payment Setting windows can be found under the “System” tab after logging in to the client.
Payment Types
Function: Allows user to show, hide and populate the payment types.
Room
Function: Allows user to insert, update and delete rooms.
Allowance
Function: Allows user to insert the auto discount percent when using OC and Entertainment.
Credit Cards
Function: Allows user to insert the credit card charges percentage.
Prepaid Credits
Prepaid Credits Control Online
Function: Prepaid credits can only be controlled online.
Credit Card Types
Function: Allows user to insert, update or delete the credit card type.
For example, it could be Mastercard.
Credit Card Banks
Function: Allows user to insert, update or delete the credit card bank.
For example, it could be Maybank.
Other Payment Types
Function: Allows user to insert, update or delete the other payment type that doesn't exist in
system.
Default Payment Type
Function: Allows user to define the default payment type for every transactions.
Inventory Settings
Inventory Setting windows can be found under the “System” tab after logging in to the client, and
under the “System” tab inside Inventory List.
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Inventory Tab
Inventory
Function : To control the changeable of item's name in the inventory.
Strict Item
Control
Name If ticked, item name cannot be change.
The item name is not changeable once created to prevent anyone from
changing the name of items.
Loose Item
Control
Name If ticked, only newly created item name can be changed.
Name of items is changeable if it had not been purchased.
No
Item
Control
Name If ticked, item name is changeable.
Name of items is changeable at whatever conditions.
Load
Inventory If ticked, the item list is loading automatically when opened.
Automatically
Untick to prevent loading item everytime item list is opened.
Alert
Alert When Selling If ticked, system will alert user whenever the selling price is lesser than
Price Less Than Cost the selling cost.
Reject If Selling Price If ticked, the system will straight away reject the transaction when the
Less Than Cost
selling price is lesser than selling cost.
Other
Stock Reorder Level If ticked, the system will send email to user when the item reached the
Email Alert
reorder level.
Note: To enable this feature, user need to subscribe online account.
Units
Function: User can choose the default unit for every new item that has been created.
For example: pcs, unit, kg, oz, batch.
Edit Item On The Fly
Function: User can choose to display the item price only when editing the item on the fly.
Discount
Function: If ticked, discounted item will be automatically selected.
Cost Type
Function: User can set the default cost type for every new item that has been created, whether it
can be Fixed Cost, Average Cost, Percent Cost, or none.
Item Image Synchronization
Function: Define how to show the inventory in the POS system. User can set the item image
synchronization and load inventory automatically.
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Auto
Function: Automatically sync all images with online account.
The image from the online account will synchronization every time login
into the account.
Manual
Function : Manually upload or download an image via inventory window
Upload and download image
1. Login to POS system.
2. Click “Inventory” button.
3. Select the item which user need to upload or download the image
None
Don't sync
Service Charge Tab
Overall Service Charge Control
Function : To perform service charge to the whole receipt.
Srvc Charge Control Online If ticked, service charge control can only be changed online. If
unticked, service charge is able to control offline.
Srvc Charge Enable
If ticked, service charge will be enabled.
Charge Type
There are 2 type of charge.
Percentage charge type depend on the certain percent from the
total amount.
Amount is certain amount from the each receipt.
Charge Amount
Define the charge amount in percentage or amount.
GST / VAT / TAX Tab
Overall Tax Control
Function: To add in the Tax information and apply the tax charges in transaction.
Tax Control Online
If ticked, the tax control can only change online. If remain unticked, tax
is able to control offline.
Tax Enable
It enables the tax feature on this POS
Tax Type
It can be percentage or amount, inclusive or exclusive
Tax Amount
Set the value or amount to be charged.
Tax Label
Set the label of the tax to be charged. For example GST. It will show as
GST in receipt menu and when print out receipt will show as GST.
Tax Code
Set the default tax code for the new items that will be created after on.
Prepaid Credit Item Tab
Allow Void Receipt If ticked, the transaction that paid by prepaid credit can be voided.
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Paid With
Credit
Prepaid
Credit Return
Choose the action when doing receipt voiding whether the system
should ask for user's confirmation, automatically refunds credit, or no
credit refunded.
Prepaid Name
Set the name of this payment type to be appeared on the receipt.
By default, the name is “Prepaid”.
Prepaid
Credit If ticked, the prepaid credit can only be controlled online.
Control Online/Offline
Inventory List Tab
Column
Details
Hide
Item Choose to hide the specific details about the item from the receipt.
Vendor
Choose to show or hide the vendor.
Receipt Configurations
Receipt Configurations windows can be found under the “System” tab after logging in to the
client, and under the “Receipt List/Layout” tab inside POS Setting.
General Tab
Prepaid Credit
If ticked, the prepaid credit amount will appear inside the receipt with
the preset name “Prepaid Credit”. The name can be changed.
Redeem Point
If ticked, the redeem point left will appear inside the receipt with the
preset name “Redeem Left”. The name can be changed.
80/50mm Width Tab
Function: To configure 80/50mm width settings and layout.
Title
Set the title label for the receipts.
By default, it is Tax Invoice.
Title Font Size
Change the title font size of the receipt.
The default value is 12.
Receipt No.
Set the receipt number label for the receipts.
By default, it is Receipt No.
Header Align
Set the header align to either left, center, or right.
Receipt Layout
Choose the layout for the receipt.
Different layout has different definitions, some are suitable for
restaurant, some are suitable for shops without GST.
Logo Size
Set the size of the logo.
By default it is 150.
Left/Right Margin for Set the left and right margin for receipt with 80mm width.
80mm
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Left/Right Margin for Set the left and right margin for receipt with 50mm width.
50mm
Receipt Detail
If ticked, the Item Desc will show in the receipt.
Payment Info Align
Set the alignment for the Payment Info inside the receipt.
By default it is Left.
Limit Receipt Reprint If ticked, the system will limit the receipt reprinting to the amount of
copies that has been set by user.
A4/Other Width Tab
Function: To configure A4/other width settings and layout.
Title
Set the title label for the receipts.
By default, it is Tax Invoice.
Title Font Size
Change the title font size of the receipt.
The default value is 12.
Receipt No.
Set the receipt number label for the receipts.
By default, it is Receipt No.
Contact
Set the contact label for the receipts.
By default, it is Contact.
A4 Receipt Layout
Choose the layout for the receipt.
Different layout has different definitions, some are suitable for
restaurant, some are suitable for shops without GST.
Logo Size
Set the size of the logo.
By default it is 150.
Left/Right Margin
Set the left and right margin for receipt.
Receipt Detail
If ticked, the Item Desc will show in the receipt.
Item Printer Tab
Function: To configure item printer setting.
Title
Set the title label for the print item.
Title Font Size
Change the title font size of the print item.
Layout
Choose the layout for the print item.
Use Logo
Use company logo to be in the print item.
Footer
Type in the footer to be in print item.
Footer at Print Item
Tick to show the footer at the print item.
Use Logo (Footer)
Tick to use the logo in the footer.
General Font Size
Set the general font size of the print item.
Table/Pax
Set the table or pax for the print item.
Service Date
If ticked, the service date will appear in print item with the name that has
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been set.
Service Done Date
If ticked, the service done date will appear in print item with the name
that has been set.
Move Receipt Status If ticked, the receipt status will be moved to footer area inside the print
To Footer
item.
Hide Category Name Tick to hide the category name inside the print item.
Hide Set Name In Tick to hide the name of the set when printing in kitchen list.
Kitchen List
Report Setting
Report Setting windows can be found in “Report” under the “Receipt” tab after logging in to the
client.
FTP Setting Tab
Special Reporting
Prefix
Define the prefix for the CSV report.
POS ID
Define the POS ID for the CSV report.
Machine ID
Define the machine ID for the CSV report.
CSV Separator
Define the separator for the CSV report.
The default separator is , .
Text Delimiter
Define the text delimiter for the CSV report.
The default delimiter is “ .
Line Feed
To advance downward to the next line.
Carriage Return
To return to the beginning of the current line without advancing
downward.
Report
No Sub Category
If ticked, the sub category will be disabled from the category report.
FTP Upload
Function: To upload the some report to company's server by File Transfer Protocol (FTP).
Example: Some company will need send the report to the server automatically in the specific
time. User can provide the FTP address, port number, username and password. POS will send
the required report in the specific time everyday.
The setting can be done by going through this few configuration steps:
1. Login to POS system.
2. Click “Reports” under the Receipt tab on the menu bar.
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3.
4.
5.
6.
Click “Setting” inside the Reports windows.
In the section of FTP upload, ticked the “Enable”.
Fill in the FTP Address, Port number, Username, Password.
Choose the type of report that need upload. There are 9 types of report that can be
upload.
7. Choose the date and time for the report upload.
8. Click “Save” button to save the report.
Enable
Ticked to enable the FTP upload.
FTPAddress
The user FTP address to upload
Port
FTP Port which to upload
Username
Username for the FTP
Password
Password for the FTP
SQL Database
SQL Database for the FTP upload.
Report
Type of report to send
Upload
Define which days of report to send
Everyday At
The time of the report to send everyday
Save Copy At
The destination folder to save the copy at.
Trigger When POS Automatically trigger when shutting down the POS client.
Shutdown
Manual Trigger
Function: To trigger the FTP upload whenever user wants to.
Report Header Tab
Report Header
Function : To use the header inside the reports.
Time
Function : To set the time for breakfast, lunch, dinner.
Shift Period Tab
Shift Periods
Function: Set the preset period name and time for the Report.
For example, a restaurant can have two shifts which is Lunch and Dinner.
So the Lunch period is from 11.30am – 2pm, while the Dinner period can be 6pm – 8.30pm.
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Contact Setting
Contact Setting windows can be found under the “Setup” tab inside the “”Contact List” after
logging into client.
CRM Tab
Load Contact List
If ticked, the contact will be loaded automatically everytime the contact
list is opened.
Email Tab
Use SSL
If checked, the data sent will be encrypted for safety purposes.
SMTP host
Depending on users email host such as gmail, yahoo and Microsoft
Outlook, the SMTP host will be different.
For gmail users, user has to key in “smtp.gmail.com”
For yahoo users, user has to key in “smtp.yahoo.com”
For outlook user, user has to key in “smtp-mail.outlook.com”
SMTP username
Enter email address
SMTP password
Enter password of the email
Recipient
Enter a default recipient of the email/reports
CC:
Enter email address of other recipients. They will received the exact
email as recipient and their addresses are visible to all recipient
BCC:
Enter email address of recipient. They will received the exact email as
recipient but the other recipient does not know about it.
1. Select the report type then choose "yes" on item and click “save” button if user want that
report to be emailed to the recipient based on setting above.
2. Choose from “Today's,Yesterday's or weekly” on “Sent the Above .. report” option.
3. If the user select weekly, user have to set the day and time the report should be sent to
the recipient based on setting above.
4. Click save button at the upper part after make changes
5. User may now login to POS offline
Prepaid Tab
Receipt Paid With Prepaid Credit Void
Allow void receipt If ticked , void receipt allowed to void when paid with prepaid credit
paid with prepaid
credit
Credit return
The credit return can be choose with option ask for user confirmation a
automatically refund credit and no credit refunded.
Refund Prepaid Credit
User can choose either refund prepaid credit with cash, or prompt refund, or clear credit without
refund or not allow to return the credit.
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Rewards Tab
Redemption
Allow
Redemption
Set
expiry
Reset
Than
Partial If ticked, partial redemption will be allowed.
Redemption If ticked, set redemption expiry is enable
Point
More Define the duration and date which to reset the point.
Auto Discount
Enable For Members If ticked, auto discount will enable for the members.
Enable For
Members
Non- If ticked, auto discount will enable for the non-member
Discount when sales Set the amount to reach for receive a discount for different option like
reaches
for same receipt, same day, same week or same month.
Include
Current Tick to include current unpaid receipt.
Unpaid Receipt
Discount Type
Type of Discount include percentage or amount.
Minimum Quantity Conditions
All items follow new If ticked, every items purchase will followed the new price.
price
Only
item
that If ticked, only item that reached minimum will be discount. For example,
reached minimum
the minimum quantity is 2, the third items will be discount.
iSMS Email Setting
iSMS Email Setting windows can be found under the “System” tab on the menu bar, the “Setting”
button inside the Email windows, or the “Setting” button inside the SMS Marketing windows
SMS / Whatsapp Tab
1.
2.
3.
4.
5.
6.
POS client allows users to send SMS using iSMS.com.my API.
Go to www.isms.com.my to create an account.
Make sure user has enough credits inside.
Go back to offline POS system and key in information (username and password).
Click apply button then user is ready to use the ISMS
Now user can send SMS via contact form inside the POS system.
SMS Header
Define the SMS header
iSMS
Configure the username and password
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Airtime Reload
If click to enable airtime reload, and key in the reload key.
Default Country Code Define the default country code.
Email Tab
Use SSL
If ticked, the use of SSL will enable.
SMTP host
Configure the SMTP host
SMTP Username
Configure the SMTP Username. Example : [email protected]
SMTP Password
Configure the SMTP Password
Attendance Clock Setting
Attendance Clock Setting windows can be found under the “Attendance” tab after logging into
client, and click the “Setting” button inside the Attendance Clock module.
Capture Attendance
Tick to capture the attendance
Check In From POS
User can choose the way to capture the attendance by checking in with
either username only, fingerprint only, or both.
Attendance Time
Choose the time to follow either online or offline.
By default, it is offline time.
Door Access Control
User can use the Fingerprint reader or RFID Card reader to activate the magnetic door.
Enable Door Access
If ticked, the door access will be enabled.
Port / Baud
Set the port and baud of the door access device to work with.
Current Station
Function: Show the current attendance station.
Set Station And Device
Function: Click to navigate to attendance station setting.
Attendance Station
Name
Set the name of the station
Reader Source
Read the input for the attendance either by thumbprint or RFID card.
Add Station
Add the station with the name and reader source.
Set Station
Set the selected station as current station for capturing the attendance.
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Navigate in Point Of Sale Main Screen
Log Into POS Point Of Sale
1. Double click on the icon of BMO Offline POS (after done installation a BMO Offline POS
icon will be created on desktop)
2. Enter the Username and Password to login. The username and pasword are the same
as during registration to POS Market.
3. When user log into BMO Offline POS , the BMO Offline POS main screen is appeared.
Menu Bar
System Tab
Shop
Design
Layout To design the shop layout inside the POS system.
Sync Now
To sync the data with online account.
Backup Now
To backup the bmo folder.
Sync History
Show a list of sync that has been done along with the date and details.
POS Setting
Navigate user to POS Setting window.
Payment Setting Navigate user to Payment Setting window.
Inventory Setting Navigate user to Inventory Setting window.
SMS
Setting
Email Navigate user to iSMS Email Setting window.
Key Bindings
Navigate user to Key Binds window.
Receipt Config
Navigate user to Receipt Configuration window.
Update
Database
Update the database with current database.
Exit
Logout from the Client.
Petty Cash Tab
P.T. Cash
To show the petty cash records.
Petty Cash Out Create, edit, or delete the petty cash out custom types.
Type
Close Shift
Close the current shift.
By default, the option is not available until it is activated inside the setting.
Receipts Tab
Reports
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To view various type of reports.
Payment Types
To search for the receipts using the payment type and date filter.
Receipt List
To view the receipts in a list.
Today's Receipt
It will indicate how many receipt opened inside ( ) before you click it.
For example: Today's Receipt (3)
It shows that today already have 3 receipts opened.
Make
Payment
Bulk To make bulk payment.
Bulk Receipt List Show a list of bulk receipt inside a form.
Change Receipt Change the status of the receipt such as Dine In, Take Away and etc.
Status
Usually used by the restaurant.
Printing
Print the receipt in many different forms.
It will only work if the receipt is already opened or paid.
Copy
Current Copy the opened receipt that is currently inside the transaction form.
Receipt
Edit
Current Edit the receipt number of the current receipt that is inside the transaction
Receipt No
form.
Re-Open
Current Receipt
Void and re-open the same receipt again.
Void
Current Void the current receipt.
Receipt
Split Receipt
Split the receipt into two, or split the items between two receipts.
Combine
Receipt
Combine two receipts into one receipt.
Contact Tab
New Contact
Create a new contact.
Contact List
View the contact in the list.
Edit
Selected Edit the contact that is selected inside the contact dropdown list on the left.
Contact
It will only work when a contact is selected.
View
Contact View the purchase history of the contact that is selected inside the contact
Purchase History dropdown list on the left.
It will only work when a contact is selected.
View
Contact View the job sheet list of the contact.
Job Sheet
Appointments
Open the appointment list in calendar form.
Reset
Contact Reset the prepaid credit of the contact that is selected inside the contact
Prepaid Credit
dropdown list on the left.
It will only work when a contact is selected.
Extra Personal The personal information of the user.
Information
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Contact Source
To create, edit, or remove a contact source that can be used to create a
contact.
Terms
To create, edit, or remove the term of the debtor.
Inventory Tab
Vendor
To create, edit, remove, or view vendor in a list.
Purchase order can also be created inside this option.
Quick Receive
Quick Receive window is opened, user can do quick receive with this by
scanning the Mfg code.
Inventory List
To view the inventory in a list.
New Item
To create a new item.
Item Scanner
Scan item into the white textbox and it will appear the appropriate details like
item name and price.
Vehicle
To create, edit, remove, or view the vehicle in a list.
It is usually for workshop.
Edit
Item
Selected Edit the information of the item that is selected inside the transaction form.
It will only work when an item is selected.
Coupon (Offline) Add, update, or delete the coupons.
Customer can use this coupon to purchase the items.
User can use this coupon by clicking the “Other” button on the sidebar , and
then choose Coupon as the payment type when making payment.
Print Barcode
Coupon
List
Print the barcode according to the user's setup.
Usage To check the usage history of the coupon in a list within the date selected by
the user.
ISMS / Email Tab
SMS Marketing
Send the SMS via iSMS.
Before using iSMS feature, please make sure that user is having the iSMS
account already, if not, then visit www.isms.com.my.
Email
Send an email to customers.
Preset
SMS
Email/ Preset the contact's name, phone number, and preset emails.
It can help to save the time when sending the email or SMS to contacts.
Operation Tab
Camera
View the record of the surveillance camera.
Open Drawer
Open the cash drawer.
Receipt Status
Check the details of the receipts.
Queue Manager Display the queue list inside the window.
Pay with RFID
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Pay with the RFID card.
The RFID Magnetic card reader has to be plugged into the computer.
Attendance Tab
Attendance
Clock
To view the attendance clock and capture the attendance.
Attendance List
To show a record of the employee's attendance.
User can print the record by clicking the “Summarized” after clicking the
“Report” button.
Attendance
Setting
Navigate user to Attendance Setting window.
Help Tab
Index
POS Guidebook for user.
System Info
To check the system information .
Sidebar For Sale And Receipt
Receipt Tab
Date
The date of the receipt
Receipt
It will show the receipt number for the receipt.
Alternatively, user can also search for the previous receipt there.
Contact
It will show the contact's name for the receipt.
Alternatively, user can also select or search for the contact there when
making transaction.
In advance, user can also search for the contact by using Name, Phone No.,
Custome Member No., Member RefNo., and Member Card Swipe.
Grand Total
It will show the gross price before discounted, service charge, and taxes.
Extra Disc
Discount the amount that user key in for the grand total.
In advance, user can click into the calculator button for more accurate
calculating or option to discount by percentage.
Srvc
The service charge percentage or amount.
Service charge is previously defined by user.
Before GST
The total price before applying tax.
GST
The GST amount of the user.
It is previously set by user.
Round Up
The total price after rounding up.
Balance
The total amount for the transaction.
The balance may subject to the transaction that has already partially paid.
For example: A book for RM30, customer paid RM20, so the Balance will
show RM10 when the receipt is opened.
Paid Hist
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The amount that has been paid beforehand, but not full payment.
For example: A book for RM30, customer paid RM20, so the Paid Hist will
show RM20 when the receipt is opened.
Tendered
The place where user key in the amount that customer tendered.
Change
The change for the tendered amount.
Clear Button
Clear the Tendered amount where the user keyed in.
Edit Button
Apply edit after modifying the previous receipt.
Order Button
Place order for the current transaction.
It could be receiving no payments or partial payments.
Order is usually placed along with table number if user is operating
restaurant or cafe.
Other
Use other payment besides cash.
Exact
A perfect shortcut button for user when receiving the exact amount as shown
in transaction.
User just have to make sure receiving the exact amount.
Cash
It will finish the transaction with cash.
Use this button when receiving the amount that is more than the total
amount for the transaction.
Top Menu Button To show or hide the menu bar.
Items Button
Navigate user to a form for searching items in advance.
Key Pad Button
Navigate user to a form for some features such as alert and split pay.
Transaction
Remark
Set the remark for the transaction to be included in pay history.
Receipt Info Tab
Pickup Date
Function: To set the pickup date for the item in the receipt.
Change the date in the field and click “Order” button for confirmation.
Warranty Date
Function: To set the warranty date for the item in the receipt.
Service Date
Function: To set the service date for the item in the receipt.
Installment
Tick to enable installment for that particular receipt.
Reminder
Alert
and To remind and alert when certain date has reached.
Other Tab
Current Receipt The current receipt number.
No.
Appointment
To search for the appointment and open the receipt.
Job Sheet
To search for and attach the job sheet for the receipt.
Vehicle
To search for and attach the vehicle for the receipt.
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Attach Tab
Sometimes, user will need to attach some informations to the POS receipt. User can attach
serial numbers, items name, and etc. Some of users who run the playground use it to attach
wristband's serial, some users who do car wash use it to attach items inside the car before
wash. User can then select to print out the attachment together.
Add attachment info to receipt
1.
2.
3.
4.
Before confirm the order, user can attach some number to that particular order/receipt.
Click “Attach” tab at the side bar.
Enter some number in “Tag” field and click “Attach”.
The number in “Tag” field will be added to the table below.
Detach attachment info from receipt
1.
2.
3.
4.
Select any receipt from receipt list and click “Open Receipt” button.
Now click “Attach” tab at the side bar.
Click any attach number that going to be removed and click “Detach” button.
Now noticed that the detach information's background color will changed to indicate that
the particular number is detached.
Keypad Button
The button is placed in the below part of the sidebar.
Sync
Function: Synchronise the settings and database with the online account.
Alert
Function: To show the Alert windows.
Tbl / Order
Function: Choose the table for the receipt. Suitable for restaurant.
Pax
Function: Key in the Pax number for that particular table.
Opened By
Function: Select the employee that opened the receipt.
Status
Function: Choose the status for the receipt.
The receipt status will be sent along to the kitchen queue.
Split Pay
Function: To split pay the amount in the single receipt.
1. Log into POS Client.
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2.
3.
4.
5.
6.
Select at least 2 items for the receipt.
Tick at least 1 item(s) from the transaction.
Click “Split Pay” button after clicking on “Key Pad” button.
A window will pop up to ask user to key in the amount for that particular item(s).
After keyed in the amount, press the “Cash” button to finish the partial transaction.
Advance Search
Function: To search for the items in an advanced way. It will show up an inventory list to select
the item that user wants to key in.
Item Information
Function: To show the specific information for the selected item.
Items Button
The button is placed in the below part of the sidebar.
Sync
Function: Synchronise the settings and database with the online account.
Status
Function: Choose the status for the receipt.
The receipt status will be sent along to the kitchen queue.
Item Information
Function: To show the specific information for the selected item.
Item Dropdown List
Function: To show a list of items in dropdown form to add into transaction.
MFG/Serial Search
Function: To search for the item Mfg code or serial number by either typing or using the barcode
scanner.
Navigation Bar
The bar is placed in the center part of the POS main screen.
Grey Box
Function: To show the path of the categories.
Category Button
Function: To navigate to previous page in items menu.
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Home Button
Function: To navigate to home page in items menu.
Set Button
Function: To navigate to set menu in items menu.
Layout Button
Function: To navigate to shop layout to select the tables for more action like Open Receipt and
Void Receipt.
This button is mainly for restaurant, hair salon, car wash, or massage centre user.
New Button
Function: To reset the transaction form.
User usually use this button the clear the items and information inside the transaction form.
Delete Button
Function: To remove 1 or more items from the transaction form.
MFG/Serial Search
Function: To search for the item Mfg code or serial number by either typing or using the barcode
scanner.
Transaction Form
Item
A panel to show item name inside the form.
Price
A panel to show the price of the item inside the form.
User can also change the price of the item by clicking the price, but before
that the “Price Changeable” has to be ticked for certain items inside the Item
Info.
Qty
A panel to show the quantity of the item inside the form.
User can also change the quantity of the item by clicking the quantity and set
the quantity.
Amount
A panel to show the total price of the item inside the form.
User can also change the total price of the item by clicking the price, but by
changing the total price, the price per unit will also be changed.
Disc
A panel to show the discount amount for the item inside the form.
User can set the discount percentage for the item by clicking the box.
%
A panel to show the discount percentage for the item inside the form.
User can set the discount percentage for the item by clicking the box.
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Tax
A panel to show the tax type that has been charged for the item inside the
form.
The tax type for each item is defined by user when creating the item.
For example: Some of the user would set all of the items to 6% inclusive, so
the panel will show “6% incl” for that particular item.
Checkbox
A checkbox to tick when you wants to select more than 1 items to take action
with.
For example: Tick items to do split pay, or delete the items from the form.
Unit
A panel to show the unit of the item.
The unit of the item can be defined by user when creating the item.
For example: pcs, oz, batch, kg, yearly.
Inventory
Function: To shows full stock lists. Within the form, user can create items, maintain stock
balance, set price, option groups and etc.
Search Item
Function: Search and view the items in the inventory window.
1. Click “Inventory” button, then inventory list.
2. On the search tab, insert the details of the items
3. Click “Search” to search the items.
Creating Item
Function: Create any items or service in store or shop .
Example: Car washing service in the car washing company,typical good in the grocery such as
bread, lunch set in the restaurant and any other items user wants to sell.
1.
2.
3.
4.
5.
6.
7.
8.
Click “New Item” under the “Inventory” tab after logging in to POS Offline System.
Insert Item name and description.
Create a MFG (manufacturing) code or Barcode for the item. (optional)
Choose the category and type.
Choose Unit for the item.
Set price for the item.
Set the re-order level, it will alert when the specific item's balance reached.
If re-order is configured, please make sure Physical Check is ticked to make sure user
has quantity on hand.
9. Click the New Item button to save it.
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Item Info Tab
Image
Function: Image will show on the inventory of the main screen of POS
system. User can easily identify the the item by image.
2 methods to add the items photo :
Capture photos
POS system is capable of accessing the web cam and help user capture
item photo.
1. Click the camera button.
2. Start the camera
3. Take a photo
4. Save as item photo
5. User can set the photo to sync online automatically or manually.
Select Photos from the File
1. Click the 4th button below the image.
2. Select Photos from the file
3. Click “Open” button to select the image
Item Name
Name of the item
Nickname
The nickname of the item, usually the shorter one comparing to the item
name.
Description
Description of the item
MFG Code
Function: The manufacture code for the item will use in generate the
barcode
Category
Function: To group the same items in a same group
Example: Category “Drink”, “Food” or etc in a restaurant . For a retail
shop, categories like tin food, sweet, biscuit can be created. Any other
categories can be created based on user's need and creativity.
User creates a new category in Inventory List → Item Setup → Category.
Type
Function: Different type of items.
Example: In a restaurant, there will be various type of foods and different
tastes. Item Type can be created such as Spicy or Less Spicy.
User creates a new type in Inventory List → Item Setup → Type.
Unit
Function: To define the unit for the items
Example: There are some default unit like batch, kg , ml for the basic unit
of the items. User also can create the unit like cup , bowl , glass or other
units.
User creates a new unit in Inventory List → Item Setup → Units.
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Order
Function : Control view of the items in the inventory
Select -1 to place the item in front inside the items menu.
Select -2 to hide the item from items menu.
By default, it is 0.
On hand
Function : Define quantity of items on hand
User can set the current quantity on hand of the items.
Re-Order
Set the re-order level for Inventory Alert.
The system will generate alert if the item stock less than the value of reorder.
Price
Set Price of item.
Set Negative Price
Put a “-” in front of the value that going to set.
Price Title
Price title for the item
Cost
Cost for the item
Cost Type
There are 3 type of cost, which is fix cost, average cost, percent cost.
Fix Cost
Function: To use it when the cost of the item is constant. Every time
receive the items, the cost will be same.
When user receives the items with fix cost, the price of cost can not be
change.
Average Cost
Function: To use it when the item has different cost range depending on
the item quantity received.
When user receives the items with average cost user can change the
total cost of the item. Cost of each item will be having the average of the
total cost of receive.
Percentage Cost
Function: To use it when the cost of the item equals to a certain
percentage of the selling price.
When user receives the item, user can not change the total cost of the
receive items because the cost is calculate by the percentage of the
selling price.
Initial on hand
Initial quantity of item on hand
Physical Check
If ticked, system will check the quantity on hand.
Tick “Physical check” to generate alert when the selling quantity is out of
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stock or has reached the reorder level.
Price Changeable
If ticked, the user is able to change the selling price inside the
transaction form.
Serial Control
If ticked, the serial list of the item will be available.
Each time when receiving the stock with serial number, it has to be
received 1-by-1 by key in the serial number by typing or with barcode
scanner.
Everytime when selecting the item into transaction, it will prompt to
select the serial number that are matched with the item that are selling.
Serial Control Online If ticked, the serial control can only be done online.
Customer Check
Tick to enable alert to include customer's name for the transaction that is
having this item.
Mfg Expiry Control
If ticked, the manufacturing expiry control will be enabled. When the item
expired, the alert will generate.
Consignment
product
If user has items that is consignment from the vendor or user pays to the
vendor after the item sold, user can check the “consignment” check box
to differentiate it.
Custom
Control
Expiry If ticked, the expiry control will be enabled. When the item expired, the
alert will generate.
Display
at If ticked, the items will display at posmarket.com.my.
posmarket.com.my
Redeemable
points
using If ticked, the item is redeemable using points.
Price of the items can pay by the points by RM1 to 1 point.
Provide 1st level Use to enable commission for the employee, the employee will collect
employee comm
the commission when sell or service the item.
Available
branches
to
all If ticked , the item will show to all branches.
Available
to
all If ticked, the price will available to all member categories.
member categories If only specific member category can buy the items, untick it to set the
price to specify member category.
Must Change Price If ticked, the windows will pop up whenever the item has been selected
On The Fly
from items menu into transaction.
Calculate Quantity If ticked, the quantity will be counted by hour since the time issued.
From Receipt Issue This is usually for those shop who sell the service and receive payment
Time
by hours.
Remark
Remark of item to be attention.
Barcode Set
Barcode set which saved before. User can select from the list of the
barcode set.
Properties
Properties of book.
For example: Books.
Reload Credit
Reload prepared credit.
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This is used to create an item which can reload the prepare credit.
Batch
Choose the flow of the stock inside the inventory.
Auto FIFO (First-In-First-Out) and Manual Select can also be selected as
batch setting for the item.
Status
The status of the item.
Active – Show the item on the item menu.
Inactive – The item will not shown on the item menu.
Tax Tab
Function: User can change the tax type, tax amount, and tax code for the item.
Output Tax
Tax Type
The tax type of the item.
It can be Inclusive Percentage, Inclusive Amount, Percentage, or
Amount.
Tax Enabled
Tick to enable the tax for this item.
Tax Value
Set the value for the tax.
Tax Code
Choose the tax code for the item.
Prices Tab
Function: User can make promotion prices and member prices for the item.
General
Mem Category
Choose the category of the member who will get the lower price for this
item.
Min Qty To Qualify
Set the minimum quantity in single receipt to have the special member
price.
Allow Qty Chg
Choose to allow the quantity to be changed either increase or decrease.
Available
Branches
to
All If ticked, the member price will be available to all branches.
Available
to
All If ticked, the member price will be available to all categories of member.
Member Categories
Pricing
Price Title
The price title of the promotion
Price
The total price for the promotion before applying discount.
Quantity
The quantity of the item included in the promotion.
Unit
The unit of the item.
Disc Type
The discount type of the promotion, either it can be Amount or
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Percentage.
Discount
The amount or percentage applied into this promotion.
Fix
and
Force If ticked, the price will be displayed as the amount that user set below.
Display Price
The price is per unit.
It will also hide the discount percentage inside the transaction.
Promotion Time
Function: Set the promotion period to either time range or daily.
Time Range – The promotion will start from the date and last until a certain date.
Daily – The promotion will start daily from a time until a time.
Sets Tab
Function: User can set item into the items sets available
Example: User can sell a computer set with 10 free gift or sell a lunch set with 3 difference
items. User also can use the same items as sub item for different set.
Options Tab
Function: The item options can be created to handle the special order.
Example: For a desert , some topping will be add as a option such like option “Add pearl” ,”Add
milk” and other item option. For a T-shirt, add some accessory like scarf will be an item option.
User can create unlimited option for 1 items.
User can create a new Option in Inventory List → Item Setup → Option.
Recurrence Tab
Function: Set recurrence of membership on item
Example: Typically, this can be use for member fees, or daily pass, weekly pass and etc.
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Select an item use for recurrence membership.
Choose the Payment Type for the selected item which is the membership duration.
Set Initiate Action and the Expiry Action
Member category to perform action can be set depends on the which membership that
users want to assign the setting .
5. After a customer buying a recurring item, their membership category and status will be
changed based on the setting in Inventory window under Recurrence tab.
6. Membership duration can be check in the Contact window.
Affiliate Tab
Function: User can choose the affiliate model for the item.
Affiliate Model is a way that customer can collect point through buying the products.
For example: The laptop selling RM999, and the point collected ratio is 1 per 1, means that by
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spending 1 dollar, customer is getting 1 point. So the total points collected for the customer is
999 credits.
Vendor Tab
Function: User can attach the vendor for this item.
Properties Tab
Function: User can key in the necessary information about the item properties.
Batch Button
Function: User can check the received batch detail include date,item quantity and item cost .
User can update the received quantity, received cost and manufacturing expiry date and click
“Update” menu.
After the transaction is done, user still can change the average cost of the items.
Serial List Button
Function: User can check the serial number list of the item.
Transaction Button
Function: User can check the item transaction and the balance left by date.
Item Setup
Creating Barcode Set
Function: Create the barcode set of items to scan.
There are two types of barcode system available. One is the manufacturing code, or any typical
barcode. When we scan an item barcode, the system look for match data from manufacturing
code. With the barcode user can select the item directly to the POS system. However, there is
another type of barcode where within the barcode itself, it contains price, quantity and etc. In our
POS system we designed a barcode SET where user stores all the barcode setting for this kind
of barcode. One example is the barcode generated by weighing machine. To scan the barcode
of weighing machine, we need to create a barcode set with correct position for each characters.
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Click “Inventory List” under Inventory tab.
Click on the Item Setup → Barcode Set.
Click the “New” button to set for the barcode.
Scan the product barcode in Text field.
Start from the Manufacturing code start and Manufacturing Code End.
For example, the barcode is 0 123456 789012, the count of the barcode is start from 0.
The manufacture code start is 1 and the manufacture code end is until 6, which means
that 123456 is manufacture code.
8. The price start is start from 7 and the price end is at 11, which means that 78901 is price
code, the price is 789.01 if user enter 2 in decimal field.
9. Click save button to save the changes.
10. Create new item or select the existing item, enter the manufacture code inside the MFG
code field, the manufacture code we key in just now is 280786, so just key in the same
manufacture code in MFG code field.
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11. After that select the barcode setup field, select the barcode names that user created.
12. Click new item or update button to save the changes.
Creating Category
Function: Group the same items in a same group
Example : Category “Drink”, “Food” or etc in a restaurant. For a retail shop, categories like tin
food, sweet, biscuit can be create. Any other category can create based on user's need and
creativity.
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Click “Inventory List” under Inventory tab.
Click on the Item Setup → Category.
To create a new category, click on New button.
Insert the category details such as category name, description,colour of the category etc
and then click on Save button to create new category. For example, user can create a
“Drink” category.
5. Close the window and a new category is created.
Unlimited Level of Categories
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User can set parent category to each category.
The level can be unlimited. It is presented as category button at the item panel.
For the sub category can have the save name.
Category can be ordered by sequence number
Creating Item Options
Function: The item options can be created to handle the special order.
Example: Create drink as an items, original price is RM10, adding peanut is RM10.50 , adding
ice-cream is RM11. User can might as well create an option of peanut with price RM0.50 and an
option of ice-cream with price RM 1 for the drink.
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Click “Inventory List” under Inventory tab.
Click on the Option → Item Options.
Click on the New button and user can start creating options.
Then, click on the Save button to prevent options lost.
Each option will add to selling price if price are set.
Creating Items Sets
Function: User can set item in the items set.
Example : User can sell a computer set with 10 free gift or sell a lunch set with 3 difference
items. User also can use the same items as sub item for different set.
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Click “Inventory List” under Inventory tab.
Click on the Set → Set.
Click New to create new set of items.
Enter the name of set.
Browse corresponding Item List by clicking on '…' button.
Make sure the Status is Active and Save it.
When create or edit a new item , click on the Set tab.
8. Choose a set that user want to add item into from the Available Set dropdown menu.
9. User can adjust the Quantity of the item that user want to add into the set by changing
the numeric value in Qty (Quantity).
10. Then click Insert button to insert the set to the selected item.
11. Click save to save the items and the set.
Creating Type
Function: Different type of items.
Example: In the restaurant, there are different type of items can be created such like spicy or
less spicy.
Unlike categories, type do not have sub type.
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Click “Inventory List” under Inventory tab.
Click the Item Setup → Type.
Click on the New button and user can enter a new item type.
Click Save after user had created the new item type.
Creating Unit
Function: Different type of items.
Example: In the restaurant, there are different type of items can be created whetther in pieces,
oz or other weighting unit.
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Click “Inventory List” under Inventory tab.
Click the Item Setup → Unit.
Click on the New button and user can enter a new item Unit.
Click Save after user has created the new item unit.
Creating Taxes
Function: Different types of taxes set. Each item or category can be assigned with tax easily.
1. Click the Setup menu → Taxes.
2. User can filter the items listed to make any changes.
3. User can assign the tax and modify the tax assigned of the item or in category.
Items Reports
Item Printer Report
Function: To print the items list in inventory for checking the stock.
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Click “Inventory List” under Inventory tab.
Navigate Report → Item Printer.
Select item list either whole list or selected list
Select the properties need to show in the item list report
Click “Print” to print the item list.
Item Sales
Item Sales Report
Function: To check the sales with the categories that have been selected.
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Click “Inventory List” under Inventory tab.
Navigate Report → Item Sales → Item Sales Report.
Set the duration of the date, the categories to be shown and click Preview.
Click “Print” to print the item sales.
Selected Item Sales Report
Function: To check the sales with the item that has been selected only.
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Click “Inventory List” under Inventory tab.
Navigate Report → Item Sales → Selected Item Sales Report.
Select the duration of the date and click Preview.
Click “Print” to print the item sales.
Item Selling Prices History Report
Function: To check the price history of the selected item only.
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Click “Inventory List” under Inventory tab.
Navigate Report → Item Selling Prices History Report.
Select the duration of the date and click Preview.
Click “Print” to print the history report.
Receive / Adjust Report
Function: To check the adjustment report of the items.
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Click “Inventory List” under Inventory tab.
Navigate Report → Receive/Adjust Report.
Select the duration of the date and click Preview.
Click “Print” to print the receive report.
Item Reorder Level
Function: To check the reorder level of the items.
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Click "Inventory List"
Navigate Report → Item Reorder Level.
Select the duration of the date and click Preview.
Click “Print” to print the reorder level report.
Item Batch Expiration
Function: To check the item batch expiration
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Click "Inventory List"
Navigate Report → Item Reorder Level.
Select the duration of the date and click Preview.
Click “Print” to print the reorder level report.
Cost Of Goods Sold
Function: To check the cost of goods that has been sold.
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Click "Inventory List"
Navigate Report → Cost of Goods Solds.
Select the duration of the date and click Preview.
Click “Print” to print the cost report.
Purchase Item History
Function: To check the history of the item purchased or received.
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Click "Inventory List"
Navigate Report → Purchase Item History.
Select the duration of the date and click Preview.
Click “Print” to print the purchase history report.
Selected Item Transaction History
Function: To check the transaction/purchasing history of the item that has been selected.
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Click "Inventory List"
Navigate Report → Selected Item Transaction History.
Select the duration of the date and click Preview.
Click “Print” to print the transaction history report.
Item Transaction History
Function: To check the transaction/purchasing history of the items.
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Click "Inventory List"
Navigate Report → Item Transaction History.
Select the duration of the date and click Preview.
Click “Print” to print the transaction history report.
Opening And Closing Balance
Function: To check the opening and closing stock balance and total costing of the items.
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Click "Inventory List"
Navigate Report → Opening and Closing Balance.
Select the duration of the date, option and click Preview.
Click “Print” to print the balance report.
Item Serial Status Report
Function: To check the flow of item serial lists.
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Click "Inventory List"
Navigate Report → Item Serial Status Report.
Select the duration of the date and click Preview.
Click “Print” to print the status report.
Affiliate
Function: The point redemption system in the POS system.
This function will one for the promotion method in the POS system. Refer to Method of
Promotion for more detail to affiliate.
Affiliate Settings
Function: Settings is used to set the redemption of the point collect from the customer every time
they make purchase .
Example: The name of redemption item will show in the purchased list when customer purchase
with the redeem point.
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Click “Inventory List”
Navigate to Affiliate → Affiliate Settings
Name the redemption item
Click “Save”
Affiliate Model
Function: Different kind of affiliate model can be setup including amount, percent, point and point
ratio.
Example:
User can do the point system of “spend RM1 get 1 point” by set the affiliate model and set the
type to point ratio and commission/point to 1.
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Click “Inventory List”
Navigate to “Affiliate → Affiliate Model”
Insert the Model Name and Type
Click “Update” if user want to make some changes later on
User may click “Delete” if user wants to delete the affiliate model created.
Affiliate Tool
Function: Switch the items between with or without affiliate model.
User can also set the items as redeemable or not redeemable.
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Click “Inventory List”
Navigate to “Affiliate → Affiliate Tool”
Select the Models that user wish to edit.
Switchable between Without Model(Left) and With Model(Right).
User can also set the item as redeemable or not redeemable.
Adjustment
Function: To adjust the quantity in the system if found any items lost or damage.
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Select the quantity that user want to make adjustment.
Select the item and click “Edit Item”.
Click “Transaction” button in the edit item.
Click on the Adjustment button.
Key in the value that want to deduct from the on hand quantity and putting a “-” minus
sign before the value or click on the down arrow button to deduct the quantity.
6. Place description (if necessary) and serial number (for serial controlled item).
7. Click adjustment button to save the changes.
Print Adjustment Slip
Function: To print out the adjustment slip for an item.
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Login to POS offline terminal.
Click “Inventory List” under Inventory tab.
Click on “Adjustment” button.
Select an item from the list.
Click on “Print Adjustment Slip” button to print out the adjustment report.
Export The Report
Function: To export the transaction report for the certain items.
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Login to POS offline terminal.
Click “Inventory List” under Inventory tab.
Click on “Adjustment” button.
Click on “Export” button.
A preview will show up, click “Export” button again.
Browse to the location to save the file and click “Save”.
Quick Receive
Function: To receive the items in a quick mode
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Login to POS offline terminal.
Click “Inventory List” under Inventory tab.
Click on “Adjustment” button.
Click on the “Quick Receive” button, users can receive items quickly by just entering and
scan the item MFG Code .
5. After that item name will be shown and user just key in the amount of quantity received
from vendor.
Receive
Function: To receive the item by detail
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Login to POS offline terminal.
Click “Inventory List” under Inventory tab.
Click on “Adjustment” button.
Click on the “Receive” button, users can receive items by key in the receive quantity.
After receiving, just click “Apply” to proceed.
Vendor
Function: To define the supplier of the item
Create New Vendor Profile
Function: To create a vendor contact and save the all detail of vendor.
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1. Navigate Inventory → Vendor → New Vendor.
2. Fill the vendor information and item from the vendor.
3. Click “Save ” to save the vendor.
Edit Vendor Profile
Function:To edit vendor contact information
1. Navigate Inventory → Vendor → Vendor List.
2. Select a vendor and click “Edit Vendor”
3. Modify the information and click “Update” after the edit is done.
Vendor Terms
Function: To define the terms of vendor.
1. Navigate Inventory → Vendor → Vendor Terms.
2. To create a new term, click the term and make edit and Save.
3. To edit the term, click the term and make edit and Update.
Search A Vendor Profile
Function: To search the vendor profile using the keyword.
1. Navigate Inventory → Vendor → Vendor List.
2. User can filter the search result by entering the appropriate vendor name, vendor code,
address or phone no.
3. Then click the "Search" button.
4. The result will be showed in the vendor list table.
5. User can reset the details entered by clicking Reset button to search other vendor
again.
Report
Print Current List
Function: Print the existing vendor list.
Vendor Item Sales Function: Check the item sales report for the vendor within the date
Report
selected.
Vendor List
Function: To view all vendors in a list.
Vendor Item List
Function: To view all of the items that the vendors having.
Acc. Payable
Function: check on vendor invoices and payment
1. Click on “Inventory List” under the Inventory tab.
2. Click “Vendor” button
3. Click “Acc. Payable” in Vendor windows.
Vendor invoice list
Invoice list from specific vendor
New vendor invoice
Invoice from new vendor
Vendor payment list
List of payment made by specific vendor
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New payment
voucher
Voucher give to new payment
Report (Aged
Payable)
Report of paid transaction that credited before
Import Vendor
Function: To import vendor from CSV file
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Click on “Inventory List” under the Inventory tab.
Click “Vendor” button in inventory window
Click “Import Vendor” button
Click “...” button to search for CSV file
Click Save.
Remove Vendor
Function: To remove vendor from CSV file
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Click on “Inventory List” under the Inventory tab.
Click “Vendor” button in inventory window
Select the vendor that user wish to delete.
Click on the “Remove Vendor” button.
Update Item Supplied
Function: To attach item that supplied from a vendor so that user can track item supplied by
which vendor
1. Navigate Inventory → Vendor → Vendor List.
2. Select a vendor and click “Edit Vendor” button
3. Click on “Item Supplied” tab
4. Fill in item, currency, price, effective date from and to. Make sure that effective date from
is not the same or less than effective date to.
5. Click “Add Item” to finish the update.
Export Item CSV
Function: To export the whole or selected item list to CSV which is a excel format for checking
the stock.
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Click “Export CSV”.
Select item list either whole list or selected list
Select the properties need to show in the item list report
Click “Print” to print the item list.
In the print preview, click “Export” button to export a CSV format item list.
Import Items CSV
Function: To import items details with CSV .
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Click the “Inventory” button
Click the “Import Items” button.
Download the CSV sample and make edit in the CSV.
Import the CSV file by click ”...” button.
5. The preview of information will show at the preview field.
Skip if exists
If checked, the imported file will be skipped if it is already in the system
Overwrite if exists
If checked, the imported file will overwrite the previous same file exists
in the system
Update field only
If checked, field with the same name from the imported file and system
only will be updated
Add if not exists
If checked, the imported file which never exist in the system before will
be added
6. Click “Save” button
Edit Item
Function: To edit the item information.
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Click on “Inventory List” under the Inventory tab.
Select an item users wish to edit.
Edit the information or settings of the items.
Once finish modifying the information, press Update to save the update (once any
transaction or synchronization have been done, the item name can't be change or edit).
Loss Adjustment
Function: To adjust the quantity in the system if found any items lost or damage.
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Select the quantity that user want to make adjustment.
Select the item and click “Edit Item”.
Click “Transaction” button in the edit item.
Click on the Adjustment button.
Key in the value that want to deduct from the on hand quantity and putting a “-” minus
sign before the value or click on the down arrow button to deduct the quantity.
6. Place description (if necessary) and serial number (for serial controlled item).
7. Click adjustment button to save the changes.
Received Batch
Function: To view the receive or quick receive of item for every batch of items.
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Click on “Inventory List” under the Inventory tab.
Select the item and click “Edit Item”.
Click “Batches” button in the inventory window
Check the received batch detail include date, item quantity and item cost.
User can update the received quantity, received cost and manufacturing expiry date and
click “update” menu. After user did the transaction, user still can change the average
cost of the items.
Print Barcode
Function : To print Barcode printer by using barcode printer.
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Click on “Inventory List” under the Inventory tab.
Click on an item with Mfg Code.
Click “Print Barcode” under the Barcode tab.
Fill in the appropriate setting such as paper size and click on the “Print” button.
User can save the different print format by clicking the “save setting” button, this setting
will be loaded by choosing the option in “setting name” field
6. Please make sure that computer is connected to printer selected in the setting, else the
printing process cannot be proceeded.
Stock Count
Function: We can generate stock count by using stock count feature to assist stock counting
using barcode scanner.
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Click on “Inventory List” under the Inventory tab.
Select the stock count button to show a stock count windows.
User may use scanners to assist or print the list for manual counting.
Later user may update the quantity accordingly.
The process can be saved for any interruptions.
Publishers List
Function: To create, update and delete a publishers list if needed. Publishers function can be
used in the setup of the bookstore. Please contact us for the setup of publishers list.
Create Publishers List
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Click on the “Inventory” button.
Click the Publishers menu → List.
Click on the New button and user can enter a new Publisher name.
Click Save.
Update Publishers List
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Click on the “Inventory” button.
Click the Publishers menu → List.
Select Publisher from the List which user wants to update.
Click Update after changes made.
Delete Publishers List
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Click on the “Inventory” button.
Click the Publishers menu → List.
Select Publisher from the List which user wants to delete.
Click Delete.
Operating POS system
Order
Make Order
1. When order is made, user can print the receipt without payment.
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2. This is suitable for Food and Beverage flow.
3. When the customer wants to make payment, user may key in the receipt no at “Receipt”
text box. If the system found multiple receipts, it will pop up a screen for user to choose
the correct one.
4. User can select the receipt from receipt form too. Click the “Receipt List” under Receipt
tab, find the receipt and then click “Open Receipt” button.
5. User also can just print the newly added item only without print the the whole item list.
6. Go to System > POS Setting > Printer Tab > Printer Options.
7. Make sure that you select 'Print Appended Item Only (Use Single Item)'.
8. Relogin and 'Select Table' from layout to add a new order. Then just add another item to
the order.
9. Click 'Order' and then 'Print item'.
Void Order
1. User can void a single item without voiding the whole order.
2. Open the order receipt, choose the item that wish to delete.
3. Click “Delete” and click “order” to update the order.
Tables / Order
4. Most cafe needs to setup table layout, user can do so by clicking the layout button after
clicking the Keypad button.
5. Then user can select the table to retrieve a receipt
6. Also, user can add “Pax” at the text box which normally refer to how many people are in
the table
Payment
Make Cash Sales
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Simply select the item and make cash sales
There is an exact payment shortcut button if necessary
Cash sales amount will be entered to petty cash
The petty cash can then be checked out, or checked in
Make Partial Payment
1. If the customer make a partial payment, user can enter it to the tendered amount
accordingly then click order.
2. For next payment, click the calculator icon beside tendered text box to enter the amount.
3. user can do this a few times until the exact amount has been paid
Multiple Payment Types
1. There are a few types of payment types.
2. User can click the “Other” button to select the the payment type when customer makes
the payment besides using cash.
3. User need to click the Setting button to add on credit card information.
4. User need to type in the credit card type and click Insert button
5. User also need to type in the credit card bank and click Insert button
6. If user wish to update or delete the credit card type and bank, simply click on Update or
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Delete button respectively.
Split Pay
1. Firstly, user starts by making an order.
2. After a moment, assume the customer want to make payment for each person.
3. Then there is a need to make split payment, user can check the item and then click
“Split Pay” after clicking Keypad button.
4. Key in the tendered amount into the text box and it shows amount to change.
5. The order will be complete once the payment is done.
Print Split Pay Receipt
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After making an order, select the item to split pay by check the box
Click Split Pay button
Enter the amount of payment and click cash button
Transaction info will appear indicating transaction is done
Click on Print A4 button or 80mm to print the receipt
Discount
1. User can perform discount at each item or for a total receipt.
2. Permission setting can authorize an employee to perform discount or vice-versa.
Service Charge
1. Service charge setting can be found at tab Tax/GST/VAT of setting page.
2. Once set, it will perform service charge to the whole receipt.
Srvc Charge Control If ticked, service charge control only can change online. If unpicked,
Online
service charge able control offline.
Srvc Charge Enable
If ticked, service charge will be enable offline.
Charge Type
There are 2 type of charge.
Percentage charge type depend on the certain percent from the total
amount.
Amount is certain amount from the each receipt.
Charge Amount
Function: To define the charge amount in percentage or amount.
GST / TAX / VAT
Function: GST , Tax or VAT various tax which will show in the receipt.
Example: There are tax information include tax name, tax no, tax amount which need include in
the receipt. There are multiple tax type available, user can set it offline
Exclusive Amount
The tax value will be added to the receipt after total amount.
Exclusive Percent
The tax value will be added to the receipt after total amount according to
percentage.
Inclusive Amount
The tax value already included inside the amount of the item.
Inclusive Percent
The tax value already inside item price, using percentage.
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Per Item
The tax value will be calculated by item.
How To Set GST In The Receipt
Function: To set the GST or other tax in the receipt.
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Open POS Offline Client.
Click “Setting” button on the login window.
Fill in username and password.
Open the tab of “TAX/VAT/GST”.
Ticked “Tax Enable ” for the Overall Tax control.
Choose the Tax Type like exclusive amount, exclusive percent, amount, percent or per
item.
Fill in the Tax amount and Tax label for instance “GST”.
Click “Save” button to save the setting.
Restart the POS Client after finish setting up.
Click “POS Setting” under the System tab.
Navigate to Receipt tab.
Key in the GST number and tick “Print in Receipt”.
Click “Save” to finish the setting.
Round Up
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By default the round up is to nearest 0.05
User may set the round up figure at setup.
Login to the POS Client.
Click “POS Setting” under the System tab.
Navigate to Interface tab.
Change the Rounding figure inside the POS Interface section.
Click “Save” to finish the setting.
Receive Deposit For An Order
All receipt that is not paid in full is consider as deposit.
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Login to POS Client.
Select some item and add it into the transaction
Enter amount pay to the “Tendered” field
Click on “Order” button
Please make sure that the amount enter is not equal to or greater than the total amount
of the order, else an message will pop up and request user to click on “Cash” Button.
6. Press “OK” to confirm the order.
7. Later user can retrieve the receipt to complete the payment.
Make Additional Payment On Unpaid Order / Deposit
1. Go to “Receipt List” under the Receipts tab.
2. Search for the unpaid receipt by ticking the “Unpaid Receipt” before clicking the
“Search” button.
3. Click the receipt and make sure the receipt information is displayed in bottom part.
4. Click the “Open Receipt” button.
5. The system will be directed to the order list form together with the receipt information.
6. Now enter the total amount paid in tender field, user can use the calculator button to
assist.
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7. Once the full payment receive, the receipt is done and cannot be edited.
Make Bulk Payment
Function: To pay for multiple unpaid receipt in one payment.
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Go to “Make Bulk Payment” under the Receipts tab.
Choose the date within and Tick the unpaid receipt that customer wish to pay.
Click “Make Payment” button to proceed to payment.
Note that the payment type is only by cash. Select either exact or key in cash to finish
the bulk payment transaction.
Custom Cost Type
Function: To add the custom cost option inside the receipt for reference and report.
Please be noted that, alongside with the custom cost type and the item cost, the profit will be
getting lesser since both of the cost type is not combined.
For example: Service cost is excluded from the item cost.
A screen protector for a phone is RM50. If applied by the salesman, the extra charges will be
RM10. So inside the receipt, the original cost for the item is RM20, and the initial profit is RM30.
Since the service RM10 is added into the receipt, eventually the profit left only RM20.
Adding Cost Types
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Login to POS Offline Client.
Navigate to Receipts → Receipt List → Receipt → Receipt Item Costs.
Click on the Cost Types on the top of the Receipt Item Costs window.
Click on “New” button before insert the item cost type and the value.
Click “Save” to finish creating the item cost type and close the window.
Applying Cost Type On A Receipt
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Login to POS Offline Client.
Navigate to Receipts → Receipt List.
Search the receipt by using the filter.
Navigate to Receipt → Receipt Item Costs.
Click on the particular receipt inside the list.
Choose the cost type for the receipt and insert the description if needed.
Click “Save” to finish editing the receipt.
Receipt
Find A Receipt
6. Click the “Receipt List” button under the Receipts tab.
7. Filter the receipt accordingly, then click “Search” to search for the receipt.
8. The receipt that user searched will appear inside the list.
Edit Receipt Date
1. Click the “Receipt List” button under the Receipts tab.
2. Search for the receipt that user wish to edit and open it.
3. Choose the date at left side top corner of the side bar.
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4. Click "Edit" button at the side bar to make any changes.
Void Receipt
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Click the “Receipt List” button under the Receipts tab.
Search for the receipt that user wish to void and open it.
Select the receipt from the list and then click “Void” button.
Please be careful when the system pop up the confirmation.
The item quantity will return to inventory and the cash will be refunded if user needs.
The payment will checked out from petty cash as well.
Payment History
Function: To check payment history which include the paid amount, card type, bank name.
User also can add some remark to the receipt.
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Click the “Receipt List” button under the Receipts tab.
Find the receipt which user wants view the payment history.
Click “Payment History” to view it.
Click on the remark to add some remark to the payment.
Re-open A Receipt
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Click the “Receipt List” button under the Receipts tab.
Search for the receipt, and open it.
Go to Other tab and click re-open the receipt.
The receipt will void automatically and the re-copy all the items to the new receipt.
Then continue to make payment and close the new receipt.
Split / Combine Receipt
Function: Split a single receipt to several receipts and combine both different receipts as single
receipt.
Main receipt is always on the left.
Receipt No
Select the receipt number that wish to split.
Table Name
It will show out the table name if have.
Open This Receipt The edited receipt will be shown in the transaction form after done
After Split
spliting the receipts.
Split Quantity
Split the quantity of the selected item from left receipt to right receipt.
If the quantity is only 1, system will move the item to the right receipt
instead.
>>
Move the selected item from left receipt to right receipt.
<<
Move the selected item from right receipt to left receipt.
>|
Move all of the items inside the left receipt to right receipt.
|<
Move all of the items inside the right receipt to left receipt.
Save Button
Save the modification of the receipt(s) and exit.
Exit Button
Exit the windows.
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Combine Button
Combine all of the items from two receipts into a single receipt.
Single Receipt Split
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Click the “Split Receipt” button under the Receipts tab.
Click on the “...” on the left to search for the receipt that user wish to split.
Start to move the item to the right to split the receipt.
Click on “Save” Button or “Open This Receipt After Split” after finish modifying
The new receipt will be created along with the item(s) that split from the main receipt.
Two Receipt Split
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Click the “Split Receipt” button under the Receipts tab.
Click on the “...” on the left and right to search for the receipts that user wish to split.
Start to move the item between left or right to split the receipt.
Click on “Save” Button or “Open This Receipt After Split” after finish modifying
Two of the receipts will be edited along with the item(s) that split into two.
Combine Receipt
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Click the “Combine Receipt” button under the Receipts tab.
Click on the “...” on the left and right to search for the receipts that user wish to combine.
Click on “Combine” button to combine both receipts into the same single receipt.
The receipt on the right will be voided as the item(s) has been added to the main
receipt.
Warranty, Service, Pickup Date
Insert Warranty, Service, Pickup Date
1. Select a few items from the items menu to the transaction form.
2. Click “Receipt Info” tab on the side bar.
3. Change the date in the appropriate field by clicking the action button (+1hour/+1day/1hour/-1day)
4. Click “Order” button after finish select items.
Setup Warranty, Service, Pickup Date For Category
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Click “Inventory List” under the Inventory tab.
Navigate Item Setup → Category.
Select any item category available in the list.
Notice that on the right hand side, there are check boxes enable option for “Warranty
Date”, “Service Date” and “Pickup Date” enable together with the days value.
5. Check the options that apply to the category and enter values.
6. Click “Update” button.
Alert Pickup Date
1. System will automatically alert when pickup date is 15 minutes approaching.
2. User can search for the dates within the receipt form.
Shortcut Keys
F1
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Help Info
F2
Order
F3
Exact
F4
Cash
POS Attachment
Some time, user will need to attach some information to the POS receipt. User can attach serial
numbers, items name, and etc. Some of our customers in play ground use it to attach
wristband's serial, some car wash customer use it to attach items inside the car before wash.
User can then select to print out the attachment together.
Add Attachment Info To Receipt
1. Before user confirms the order, user can attach some number to that particular order /
receipt.
2. Click “Attach” tab at the side bar.
3. Enter some number in “Tag” field and click “attach”.
4. The number in “Tag” field will be added to the table below.
Detach Attachment Info From Receipt
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Select any receipt from receipt list and click “Open Receipt” button.
Now click “Attach” tab at the side bar.
Click any attach number that going to be removed and click “Detach” button.
Now noticed that the detach information's background color will changed to indicate that
the particular number is detached.
Receipts
1. Click on the “Receipt List” under the Receipts tab.
2. Transaction records can be found as a list inside the Receipt List windows.
3. Users can sort those transactions based on Number, Transaction Number, Date and
other information.
4. There are various type of filter function provided to user to filter their transaction records
under the Receipt filter section.
5. When user select or click on an receipt, the receipt details will be shown at the bottom
section.
6. User can also select the receipt that they want to print out. After that, click on the
Preview button in the receipt window, another print preview window prompt up, click on
the Print button to print the receipt.
7. User can open a pending receipt for continue payment or voiding.
Multiple Printing Format
Function: POS Offline System is capable for supporting various thermal receipt printers. Thus,
POS System could accommodate multiple receipt formats such as:
1. 80mm Receipt
2. 58mm Receipt
3. A4 Receipt
User can also set to hide certain columns (A4 receipt) / rows (80mm) from displaying in the
receipt and include barcode as well.
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Print 80mm Receipt
Function: To print 80mm receipt .
It has the paper width of 3.13" or 80mm. 80mm thermal papers are mostly used for retail shops,
restaurants, cafes and so on. It provides more space to display item descriptions and other
information.
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Login to the POS Offline Client.
Click on “POS Setting” under the System tab.
Go to the “Receipt List/Layout” tab and select 80mm Small Receipt.
Click “Save” to save the setting.
Now , the receipt will print in 80mm format.
User also can preview the receipt layout for 80mm format.
Click “Receipt List” under the Receipts tab.
Search for a receipt and click “Preview 80mm” button to preview the layout.
Print 58mm Receipt
Function: To print 58mm receipt
58mm thermal receipt paper has the paper width of 2.28" or 58mm. It is mostly used in credit
card processing, kiosk, parking lots, and so on.
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Login to the POS Offline Client.
Click on “POS Setting” under the System tab.
Go to the “Receipt List/Layout” tab and select 80mm Small Receipt.
Click “Save” to save the setting.
Now , the receipt will print in 58mm format.
Print A4 Receipt
Function: To print A4 receipt.
A4 receipt has the paper size of 210 x 297mm.
transaction.
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It usually use in the formal invoice for a
Login to the POS Offline Client.
Click on “POS Setting” under the System tab.
Go to the “Receipt List/Layout” tab and select A4 Receipt.
Click “Configure” to receipt configuration.
In tab A4/other width, user can change the layout and details for the receipt and click
“Save”.
Click “Save” to save the setting.
Now, the receipt will print in A4 format.
User also can preview the receipt layout for A4 format.
Click “Receipt” button in POS main screen.
Click “Preview A4” button to the preview.
Set And Configure Information In The Receipt
Function: To configure the various information displayed in the receipt.
Example: User may need to control the display of the information on the receipt so the customer
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have the clearer view for the receipt.
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Login to the POS Offline Client.
Click “POS Setting” under the System tab.
Go to the “Receipt” tab and do the settings.
User can tick and untick the information which user needs display in the receipt which
include Receipt Header , Receipt Contact , Receipt Detail and Receipt Footer.
Click “Save” to save the setting.
Now, the receipt will print receipt and view the information.
Make a cash sale and print a receipt.
User also can preview the receipt detail windows.
Click “Receipt” button in POS main screen.
Click “Preview A4” or “Preview 80mm ”button to the preview.
Print Receipt With Barcode
Function: To print a receipt with barcode
Example: User can scan the receipt using a barcode scanner to find the receipt in Offline POS
Terminal.
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Login to the POS Offline Client.
Click “POS Setting” under the System tab.
Go to the “Printer” tab.
Tick “Receipt with barcode” in Printer Options.
Now, the receipt will print with the barcode.
Scan the receipt using a barcode scanner to find the receipt.
Click “Search” Logo beside “Receipt” button at receipt tab at left side of POS main
screen.
8. Scan the barcode. The barcode is refer to the transaction number.
Set Multi Categories Printer
Function: To set the categories item printer for the difference usage for example in a restaurant.
Example: In a restaurant, there are many items printer need to be set up for the food preparation
counter, so multi categories of printer need to be set up.
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Login to the POS Offline Client.
Click “POS Setting” under the System tab.
Go to the “Printer” tab.
In Categories Printer setting, choose the category that need to print out. For example,
“Drink” category.
Select the printer to print out this items of category .
Fill in the number of copy that you needs to print.
Click “Add” button to add the new category printer setting.
Tick “Order Print ” to print the order when an order is done.
Tick ”Print Another Item List Separately (Cash)” to print another item list when a cash
sale is done.
Tick ”Print Another Item List Separately (Order)” to print another item list when an order
is done.
Tick “Cut Item Category” to print the different item list for difference category.
Click “Save” button to save the multi categories printer system.
Now, do a cash sale.
14. Item list of difference categories will print out from difference printers and receipt will
print out from the receipt printer.
Print Item In Separate Paper
Function :To print item in separate paper
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Login to the POS Offline Client.
Click “POS Setting” under the System tab.
Go to the “Printer” tab.
Select the printer on the “Receipt Printer” and “Item Printer” in the Printer region with 1
copy of the receipt.
5. Tick the “Print Item Separately” box.
6. Click the “Apply” to make changes of the setting and login to the POS offline terminal.
7. After the customer purchase and pay the receipt, just click on the “Print Full” button then
it will print out one full receipt and one item receipt.
Change Receipt Status
Function: To set the receipt status.
1. Select the status from the list box , then set the status on the receipt.
2. For restaurant, user can just click the button “NONE” , “TAKE AWAY” or “DINE IN”.
3. Then click on set status button.
None
No specific status
Completed
Paid transactions/order
Dine_In
Order placed for dine-in
In_Queue
Order wait to be served
Rejected
Order is being cancelled
Pending
Order that have not being paid
Pick_up
Order that going to be picked-up
Take_Away
Ordered to be eaten somewhere else
Urgent
Order that have higher priority
Print By Item Category
Function: To print item accordingly it category.
Example: In a restaurant, the items with difference category will send to different counter. The
category of drink will send to drink counter, category of dessert will sent to dessert counter, while
the category of food will send to kitchen.
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Login to the POS Offline Client.
Click “POS Setting” under the System tab.
Go to the “Printer” tab.
Tick the “Print Item Separately” and “Cut Item Category”.
Configure the “Category Printer Setting” as the user wishes.
Click “Apply” to make changes of the setting.
7. After purchase and make payment, then the receipt will automatically print out item with
different category in different receipt based on the setting.
Print Appended Item
Function: To print the extra addition item when order the item or cash sale.
Example: This feature is normally use in restaurant. When the customer what to add on the food
or drink. The add-on order will be sent to the kitchen.
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Login to the POS Offline Client.
Click “POS Setting” under the System tab.
Go to the “Printer” tab.
Tick the “Print Appended Item”.
Click apply to save changes.
When user adds new item to any existed order, printer will only print out recent added
item when click “Print Item” button during transactions.
Void Current Receipt
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Login to POS Offline Client.
Click “Receipt List” under the Receipts tab.
Select a receipt and click “Open Receipt” to view it in the transaction view.
After checking the receipt, click “Void Current Receipt” under the Receipts tab.
Dummy Cash List
1. Create a new transaction that user wants to make a dummy cash , user can save as a
new dummy cash receipt.
2. View back the Dummy Cash List on the Receipt > Dummy Cash List.
Bulk Receipt List
1. Click “Bulk Receipt List” under the Receipts tab.
2. Choose the date between and click search to search for the bulk receipt.
3. User can also 80mm preview the bulk receipts.
Receipt Reports
Function: To fulfill various need of report that need in business .
There are some reports available in the POS offline system.
Receipt And Category Tab
Export
Receipt report can be exported into .csv (comma separated values) file
type and user can be view and analyze those reports in Microsoft Excel.
Print Item
Print report of item sales and show the quantity sales of each item
Profit
Report that shows profit after deducted with cost, service charge(if any)
and tax(where applicable).
Order Report
Report that shows receipt order with date, receipt no., items, customer
and table no(if any).
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Item Options
Category
Report
Report that shows the item option that has been sold within the date
selected.
Sales Report that shows the amount of sales for all categories.
Items by Category Report that shows the sales of the items in each categories.
Report
Items by Category Report that shows the sales of the items in each categories with item
with Barcode Report barcode.
Receipt
Report
Status Report that shows the amount of receipts separated by the receipt
status.
Receipt
Extra Report that shows the amount of extra discount in each receipts that are
Discount Report
having extra discount.
Voided By Receipt Report that shows the items that have been voided within the date
Date Report
selected categorised by the staff who did voiding.
Receipt Log Report
Report that shows the items inside every receipts accordingly within the
date selected.
Receipt
with Report that shows the payment details for every receipts within the date
Payment Details
selected.
Receipt
Payment
Type
with
Bank Report that shows the payment details along with bank charges analysis
Charges Report
for every receipts within the date selected.
Receipt by Payment Report that shows the payment type details such as total paid amount,
Types with Details
total sales, total service charge and total tax amount.
Receipt
Details Report that shows the receipt details that mainly focus on tax exclusive
(Exclusive Tax)
interface. It will also show out the amount of tax and price before tax.
Receipt
Detail Report that shows the receipt details that mainly focus on tax inclusive
(Inclusive Tax)
interface which everything is sum inside.
Custom
Receipt Report that shows the receipt details that mainly focus on tax inclusive
Details (Incl. Tax)
interface.
Receipt with Tax Report that shows the receipt details with tax without showing the items
Summary Report
inside the receipts.
Receipt with Tax
Summary
(with Report that shows the receipt details with tax and voucher/coupon
Voucher / Coupon)
without showing the items inside the receipts.
Receipt by Payment Report that shows the receipt payment details with sales, discount and
Types with Tax
tax.
Receipt by Payment
Types with Service Report that shows the receipt payment details with sales, discount and
Charges Report
service charges.
Item Sales Tab
Item Sales Report
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Report that shows the sales and details of every items that had been
sold within the date selected.
Alternatively, the report also can be filtered by categories in order to
have more specific report.
Item Sales Report Report that shows the sales and details of every items that had been
(80mm)
sold within the date selected in 80mm receipt size.
Alternatively, the report also can be filtered by categories in order to
have more specific report.
Item Sales
Description
with Report that shows the sales, details and description of every items that
had been sold within the date selected.
Item Sales
Profit
and
(80mm)
with Report that shows the amount, cost and profit for every items that had
Cost been sold within the date selected in 80mm receipt size.
Alternatively, the report can also be filtered by categories in or der to
have more specific report.
Item Sales with Total Report that shows the sales amount and details for every items that had
Sales
been sold within the date selected. The total sales has been included at
the end of the report.
Item Sales with Total Report that shows the sales amount, details and description for every
Sales & Description items that had been sold within the date selected.
Item Sales with Total Report that shows the sales amount, details and the sum of the sales
Sales & Sales + Tax and tax for every items that had been sold within the date selected.
Hourly Item Sales
Report that shows the sales and details of the items that sold in hourly
format within the date selected.
Average Sales Per Report that shows the average sales among the number of pax inside a
Pax
single receipt within the date selected.
Lunch And Dinner Report that shows the sales and pax sold for lunch and dinner within the
Sales
date selected. The payment types are also shown at the end of the
report.
Breakfast,
Lunch Report that shows the sales and pax sold for breakfast, lunch and dinner
and Dinner Sales
within the date selected. The payment types are also shown at the end
of the report.
Item
Sales
Discount
Item Sales
Remark
By Report that shows the sales, details, and discount values of the items
within the date selected.
Alternatively, the report can also be filtered by categories in order to
have more specific report.
with Report that shows the sales, details, item remarks, and transaction
remarks for every receipt within the date selected.
Alternatively, the report can also be filtered by categories in order to
have more specific report.
Item Sales Details Report that shows every details of the items sold with the remark within
with Remark
the date selected.
Item
Sales
Prepaid
by Report that shows the receipts that has been paid by prepaid credit
within the date selected.
Alternatively, the report can also be filtered by categories in order to
have more specific report.
Item Sales by Type
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Report that shows the items sold categorised by the item type within the
date selected.
Alternatively, the report can also be filtered by categories in order to
have more specific report.
Item Sales by Tax Report that shows the items sold categorised by the item Tax Code
Code
within the date selected.
Alternatively, the report can also be filtered by categories in order to
have more specific report.
Item Sales by Serial Report that shows a list of serial numbers that has been sold and the
price within the date selected.
Alternatively, the report can also be filtered by categories in order to
have more specific report.
Item Sales by Cash
Report that shows the items that have been paid by cash with the details
of the items within the date selected.
Item Sales by Credit Report that shows the items that have been paid by credit card with the
Card
details of the items within the date selected.
Sales by Customer
Report that shows the sales of the items that have been purchased by
customers, categorised by customer's name within the date selected.
Alternatively, the report can also be filtered by categories in order to
have more specific report.
Item Sales Report Report that shows a list of items and the quantity of the item that has
by Qty
been sold, along with the details within the date that has been selected.
Alternatively, the report can also be filtered by categories in order to
have more specific report.
Item Sales Report
by
Member Report that shows a list of items that has been sold and the details of the
Category
item, categorised by the membership group within the selected date.
Open & Service By Tab
Service By
Report that shows the amount of sales according to the salesperson
who serviced within the selected date.
The report layout is in 80mm receipt size.
Service By Detail
Report that shows the total amount of the items sold according to the
salesperson who serviced within the selected date.
The report layout is in 80mm receipt size.
Service By Category Report that shows the total amount of the categories sold according to
the salesperson who serviced within the selected date.
The report layout is in 80mm receipt size.
Service By Custom
Service
Commission
Report that shows the total items that customer bought according the the
salesperson who serviced within the selected date .
The report layout is in A4 layout size.
By Report that shows the list of salesperson with the service that they have
made, and the commission that the salesperson earned within the
selected date.
Opened By
Report that shows a list of employees that opened receipt before with
the details of the total amount within the date selected.
Opened By Detail
Report that shows the receipts with the items and the item details
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categorised by the employee who opened the receipts within the date
selected.
Openend By Detail Report that shows the receipts one-by-one with the items and item
with Item Desc
description inside within the selected date.
Opened By Detail Report that shows the receipts one-by-one with the items and the item
with Sales + Tax
tax inside within the selected date.
Opened
Commission
by Report that shows the list of salesperson with the receipts that they have
opened, and the commission that the sales person earned withi nthe
date selected.
GST Tab
Item Sales (Include Report that shows a list of items and the item details regardless voided
Voided)
or un-voided within the date selected.
Voided By Void Date Report that shows the list of receipts that has been previously voided
within the selected date.
GST Audit File
Save to .csv format for GST reference
GST by Receipt
Report that shows the details of the receipts that are included with GST
within the date selected.
GST by Receipt with Report that shows the details of the receipts that are included with GST
Total
and total at the end of the report within the selected date.
Summary Tab
Daily
Summary Report that shows a list of the daily sales without the tax and service
without tax srvc
charge within the date selected.
The report is in 80mm receipt size.
Daily Summary with Report that shows a list of the daily sales with tax and service charge
tax srvc
within the date selected.
The report is in 80mm receipt size.
Daily
Summary
Sales Report that shows a list of the daily sales and the details within the
selected date.
Daily Item
Summary
Sales Report that shows a lits of the daily sales with the details within the date
selected.
Monthly
Summary
Sales Report that shows a list of the monthly sales and the details within the
date selected.
Z-Report
Report that shows the amount of items sold, the payment types,
coupons, bank charges, refunds, and gross sales calculated within the
date selected.
Alternatively, the report can also be filtered by the shift period in order to
have more specific report.
Summary with Item Report that shows the amount of items sold, the cashier sales, payment
Categories
types, coupons, bank charges, voids and refunds within the selected
date.
Summary Report
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Report that shows the total sales, the cashier sales, payment types,
coupons, bank charges, and taxes within the date selected.
Customised
Summary Report
Report that shows the amount of items sold, the cashier sales, payment
types, coupons, bank charges, and taxes within the selected date.
Petty Cash Report
Report that shows the petty cash flow within the date that has been
selected.
Payment Type Tab
Payment Type with Report that shows a list of payment types, the details and the bank
Sales (80mm)
charges that has been received within the date selected.
The report is in 80mm receipt size.
Payment Type with Report that shows a list of payment types and the details that has been
Sales
received within the date selected.
The report is in A4 layout size.
Payment Type (Day Daily report that shows the payment types and the details that has been
by Day)
received within the selected date.
Payment Type with Report that shows a list of payment types and the details that has been
Item Sales (80mm) received within the date selected.
The report is in 80mm receipt size.
Payment Type with Report that shows a list of payment types, the details and the profit that
Item Sales
has been received within the selected date.
Payment Type with Report that shows a list of payment types, collected amount and details
Collected Value
that has been received within the date selected.
Allowance
(Entertainment)/
(OC)
Report that shows the allowance that has been used by employee as
payment type within the date selected.
Aging Report
Report that shows the list of unpaid receipts with the amounts and the
age of the report within the date selected.
Incomplete Payment Report that shows the list of incomplete receipts with the balance and
Receipt
the age of the reprot within the date selected.
Sales by Points
Report that shows a list of receipts that has been paid by Points
payment type within the date selected.
Credits
Day
Cards
by Daily report that shows a list of receipts that has been paid by credits
cards payment type within the selected date.
Credits
Month
Cards
by Monthly report that shows a list of receipts that has been paid by credit
cards payment type within the date selected.
Room Service
Report that shows the items that has been sold in a room with details
within the date selected.
Bank Charges
Report that shows the list of receipts that are having bank charges and
the charge details within the date selected.
FTP Upload
Function : To upload the some report to company's server by File Transfer Protocol (FTP).
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Example : Some company will need send the report to the server automatically in the specific
time. User can provide the FTP address ,port number , username and password. POS will send
the required report in the specific time everyday.
The setting can be done by going through this few configuration steps:
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Login to POS system.
Click “Reports” under the Receipt tab on the menu bar.
Click “Setting” inside the Reports windows.
In the section of FTP upload, ticked the “Enable”.
Fill in the FTP Address, Port number, Username, Password.
Choose the type of report that need upload. There are 9 types of report that can be
upload.
15. Choose the date and time for the report upload.
16. Click “Save” button to save the report.
Enable
Ticked to enable the FTP upload.
FTPAddress
The user FTP address to upload
Port
FTP Port which to upload
Username
Username for the FTP
Password
Password for the FTP
SQL Database
SQL Database for the FTP upload.
Report
Type of report to send
Upload
Define which days of report to send
Everyday At
The time of the report to send everyday
Save Copy At
The destination folder to save the copy at.
Trigger When POS Automatically trigger when shutting down the POS client.
Shutdown
Edit Receipt
Function: To edit the receipt in whole transaction include the receipt no, table on, pax of person,
contact of customer, employee who opened the admin and item purchased.
Example: The receipt have to change because the customer need add on some items or the
wrong contact select when receipt opened before.
1. Click on the “Receipt List” under the Receipt tab.
2. Choose the receipt that user wish to edit and click “Open Receipt”.
3. User can make the change from pax of person, contact of customer and employee who
open the receipt
4. User also can add the items from the inventory.
5. Click “Edit” to save the change.
6. User needs make authentication by using the username and password.
7. Now the receipt already updated and edited.
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Contacts and Membership
Function: Customer information is very important to a company. Keeping customer names,
emails, mailing addresses and phones number in an organised manner will be useful as user
can promote the company by sending promotional materials, discount vouchers, email
newsletters etc.
Add Contact
Function : Add the new contact of the customer
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Login to BMO offline system.
Click the “New Contact” under the “Contact” tab.
Enter the information in the general tab and also membership tab
User can set the credit limit of the particular contact by changing the value in limit field,
(-1 indicate unlimited)
5. Click on the “Save” button
Fingerprint Enrollment
Function: To save a customer with fingerprint.
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Go to http://www.posmarket.com.my/download/URU4500-USB-Fingerprint-Reader.zip.
After download the fingerprint reader driver.
Extract it and follow the "Readme.txt" instruction to install the driver.
Connect the fingerprint reader.
Click "Contact List” under the Contact tab.
Select the contact that user wish to enroll the fingerprint to.
Click "FP Enroll" under Fingerprint tab to start saving the fingerprint.
After scanning 4 copies of fingerprint, click "save" button.
Fingerprint Verification
Function: To verify the fingerprint of a contact.
1. Click "Contact List” under the Contact tab.
2. Click "FP Verification" under Fingerprint tab to start verifying the customer fingerprint.
Edit Contact
Function: Edit the contact and view information of the contact such like Purchase History, Aging,
Credit and Employee Assign.
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Click "Contact List” under the Contact tab.
Search for the contact through the contact table.
User can filter the search result by entering appropriate name, phone no and etc.
Click on the contact.
Click on the “Edit Contact” button.
In the “Edit Contact”, user can edit the information and assign the admin to the contact.
Click “Update” button to save the change.
Contact Source
Contact source is the user/employee that is responsible in adding a contact into the system. For
example, employee1 is the one that add contact1 details into the system.
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Create Contact Source
1. Click "Contact Source” under the Contact tab.
2. Fill in the source name and click “Save”
Debtor Term
Debtor term is the way a debtor is assign/called. For example, short-term debtor term is used
when a debtor will have to pay back within 20 days and long-term debtor term is used when a
debtor will have to pay back within 3 months. It is important to define debtor term as it affect the
current assets value.
Create Debtor Term
Function: To allow user to define the term used for a period of credit when invoice is issued
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Click "Contact List” under the Contact tab.
Click on “Debtor Term” under the Setup tab.
Fill in the term and period represented by the term
Click ”Save” button
If user want to change the term or days represented, click “Ipdate” after changing the
fields
6. User can also delete the term by clicking the “Delete”.
Memberships
Function: To assign membership to a contact.
1. Click "Contact List” under the Contact tab.
2. Choose a contact and then click “Edit Contact” button.
3. Inside the Membership tab, choose the member category, membership status and date
join.
4. Click “Update” to update the contact's membership
Aging
Function: View the order which have not been fully paid by the customer.
User can check the certain customer's unpaid payment in the Edit contact history.
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Click “Contact List” under the Contact tab.
Choose a contact and then click “Edit Contact” button.
In the Aging tab, the unpaid receipt will be shown below.
To make the payment for that particular receipt, select the receipt and then click “Make
Payment/Open” button.
Credit Limit
Function : Debt limit they can reach.
User avoid some customer exceeds the debt limit which set at the first.
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Click “Contact List” under the Contact tab.
Choose a contact and then click “Edit Contact” button.
Under the Credits tab, the prepaid credit can be view and edit.
By default the limit field is -1, which means that the credit limit is unlimited.
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5. User can set a credit limit by enter the credit limit amount, and then click “Update” button
to save/updates the changes.
6. If the current credit is exceeded limit that is set, the error is prompt when user order
certain items that exceeded limit.
Assign
Function : To add one or more than one admin for the certain customer.
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Click “Contact List” under the Contact tab.
Choose a contact and then click “Edit Contact” button.
In Assign tab, user can choose admin and click “Add Admin” to assign the admin.
User also can remove the admin by select he/she from the Admin list and click
“Remove” to remove the admin.
Delete Contact
Function : The contact can be delete offline before synchronize.
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Click “Contact List” under the Contact tab.
Choose a contact and then click “Edit Contact” button.
Search for the contact through the contact table.
Click on the contact.
Click on the “Delete” button.
After synchronized , it only can be delete online. User are required to delete it in online POS
website and sync it to offline POS terminal
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Navigate to Contact → Contact List
Search for the contact through the contact table.
Click and expand the action list
Click on “Del” link.
Now login to offline POS terminal and click “Sync” button.
Search Contact From POS Screen
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Click “Contact” in the side bar menu on the left.
A dropdown list will appear with the customers' names inside.
Alternatively user can click the search button beside the dropdown list.
Enter the filter information and click “Search” button to find customer.
Click on the customer and the information will be displayed immediately
Search Contact From Contact Form
1. Click “Contact List” under the Contact tab.
2. Fill in the information and click search.
Import Contact
1. Navigate to Contact → Contact List
2. Click “Import Contact” under the Contacts tab.
3. Choose deliminator and click '…' button to search for file to import
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4. Click “Save” button
Customer Locker
Function: If user needs to keep the customer's item, for instance some drinks, bags and etc for a
period of time, user can use customer locker to keep the information.
Store Customer Item To Locker
Function: To store the customer's Item to locker. Some customers may need store or book the
item before they purchase the item. User can keep the customer item and record the
information.
Example: For instance, customer order or book a pair of shoe before he or she purchase it.
User can store the item in the certain period. User can set a time of expired to remind the
employee to take out the item if the customer do not take out the item in the certain period.
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Click “Contact List” under the Contact tab.
Click “Open Locker” under the Locker tab.
Select the customer that user wish to take action with.
Now user can enter item to store in locker together with the relevant information such as
expiry date for the locker.
5. Click “Insert” button and the new added item will be displayed in search table.
Take Out Item From Locker
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Click “Contact List” under the Contact tab.
Click “Open Locker” under the Locker tab.
Click the item under “Search Locker” section.
Click “Take Out” button and the item in locker will be removed.
Print Locker Content List
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Click “Contact List” under the Contact tab.
Click “Print Locker Content List” under the Locker tab.
User can preview the items that contain inside the locker in 80mm receipt layout.
Print to print out the locker content list.
Print Locker Transaction
1. Click “Contact List” under the Contact tab.
2. Click “Print Locker Transaction” under the Locker tab.
3. User can preview the items that has been moving in or out the locker in 80mm receipt
layout.
4. Print to print out the locker transaction.
Job Sheet And Job List
Job Sheet and job list will fit to the most of optical store business. User can easily insert
customer record and keep eye reading in Job sheet. Please contact us for the setup of Job
Sheet function.
Create A New Job Sheet
1. Click “Contact List” under the Contact tab.
2. Select on a member from the list.
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3. Click “Jobsheet” under the Jobs.
4. Input the detail of jobsheet.
5. Click ”Save” button to save new job sheet.
Edit Job Sheet
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Click “Contact List” under the Contact tab.
Click “Job List” button.
Click on the Jobsheet that wish to edit.
Click “Update” button to update the new jobsheet.
View Purchase History
Function: View the purchase history of the contact.
User can check and view the customer purchase history.
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Click "Contact List” under the Contact tab.
Choose a contact and then click “Edit Contact” button.
In the Purchase History tab, select the start date and end date.
Click “Search” button view the purchase in the defined duration.
The list of transaction will be shown in the transaction list.
User can also choose to open in receipt list by clicking “Open in Receipt List”.
Prepaid Credit
Function: Any contact can have prepaid credit. The prepaid credit is limited to offline station only.
Prepaid credit is assumed 1 credit to 1 dollar.
Example: The customer can prepaid a certain amount and use the prepaid credit to purchase in
the future time.
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Click "Contact List” under the Contact tab.
Choose a contact and then click “Edit Contact” button.
Notice inside the “Credits” tab, there is a field name “Current Prepaid Credit”
The value indicate that particular customer prepaid credit balance.
Reload Prepaid Credit
1. User must have an item that supply prepaid credit to customers. So user must create
that item for customer to purchase first.
2. Firstly, click on the “New Item” under the Inventory tab.
3. Enter new item information and remember to set some value in “Reload Credit” field.
4. Click “Save As New Item” button and save the record.
5. Now close the form and try to select the item created and add it into transaction.
6. Remember to select contacts, or system will pop up to request contacts information.
7. Enter paid amount in “tender” field and click “cash” button to confirm the order.
8. The “reload credit” amount will entered into the customer's prepaid credit.
Use Prepaid Credit
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Select some item into transaction.
Click on the “Other” button at the sidebar menu.
Choose “Prepaid Credit” option in the dropdown list.
Select the contact that going to use the prepaid credit from the list.
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Enter the amount to pay.
Click the tick button.
A new prepaid type item will be added in the order with negative price.
If the customer do not have enough prepaid credit, they can pay the balance with cash
or other payment method. Click the calculator button beside the tender text box for
assistance.
9. Once used, the prepaid credit is deducted.
10. Receipt paid with prepaid credit is not refundable.
Prepaid Credit History
Function: To add, deduct and view the prepaid credit of the customers.
Example: Customer can add the prepaid credit for the future purchase. The prepaid credit also
can be deduct.
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Click "Contact List” under the Contact tab.
Select a contact from contact list.
Click ”Prepaid Hist” under the Contacts tab.
The prepaid credit history of this contact will show in the pop out window.
User can add the balance by fill an amount and click “Add” button.
Authentication for admin is required.
User also can deduct the prepaid credit by fill the amount and click “Deduct” button .
User click “All” button to view the current amount after add or deduct the prepare credit.
Contact Group
Create Contact Group
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Click "Contact List” under the Contact tab.
Click ”Group” under Contacts tab.
Click “New” and fill the new contact group name.
Click ”Save” to save the new contact group.
Edit And Delete Contact Group
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Click "Contact List” under the Contact tab.
Click ”Group” under Contacts tab.
Click “New” and select the existing contact group.
Click “Update” or “Delete” button to edit or delete the contact group.
Add Contact Into Contact Group
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Click "Contact List” under the Contact tab.
Select the contact which need to add into contact group
Click ”Group” under Contacts tab.
Select the group from the dropdown list and then click “Assign” to assign a group for the
contact.
Relation
Function: Add family relationship to contact. User can contact the family member of the contact
when needed.
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Add Relation
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Click ”Contact” button.
Select the contact which need to add into
Click “Relation” button.
Select relation and relate contact.
Fill the contact info include the name , birthday , gender , address and conatct no.
Click “Add Relation” to save the relationship.
Memberships
Function: Allow user to categorise the customer levels and different privilege for each
categories.
Create Membership Category Offline
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Click "Contact List” under the Contact tab.
Navigate Setup → Membership Category
Click “New” button
Enter new category name and details about the category.
Add the discount info into the box on the right, and click “Upd” button.
Click “Save” button.
Add Discount Info Into The Category
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Click "Contact List” under the Contact tab.
Navigate Setup → Membership Category
Click the membership user is going to add the discount info.
Set the Discount Amount and Discount Type.
User can also set the Minimum Purchase or Category to get the discount privilege.
Minimum Quantity also can be set.
After finish key in, click “Add” button on the right.
After adding the discount info, click “Upd” again to update the info.
Click “Update” button to finish the update and close the window.
Delete Membership Category Offline
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Click "Contact List” under the Contact tab.
Navigate Setup → Membership Category
Click the category that user is going to delete.
Click “Delete” button.
Edit Membership Category Offline
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Click "Contact List” under the Contact tab.
Navigate Setup → Membership Category
Click the membership going to edit and make change on the membership category.
After this, click “Update” button.
Assign
User can assign a particular employee or staff to the contact.
1. Click "Contact List” under the Contact tab.
2. Choose a contact and then click “Edit Contact” button.
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3. Go to “Assign” tab.
4. Select the staff or employee and click “Add Admin”.
1. Click “Update” to finish the update.
Service History
User can add in the service history into the customer contact's.
Adding A New Task For Customer Service History
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Click "Contact List” under the Contact tab.
Navigate CRM → New Task
Insert the information of the service customer history.
Remember to set the status for the task, create one if there is no status available.
Click “Save” after the setting is done.
Editing The Task
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Click "Contact List” under the Contact tab.
Navigate CRM → Task List.
Select the task that you wants to edit and then click “Edit Task”.
After finishing the edit click “Update”.
Method of Promotion In POS Offline System
There are different kind of the promotion method that can used in the POS system including
voucher , promotion period and point redemption.
Discount
Set Discount Limit
Function: Prevent user from entering higher discount compared to cost.
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Click "Contact List” under the Contact tab.
Select the item user wish to set discount and click “Edit Item”.
Go into “Prices” tab, and then set the pricing inside the windows.
The discount type can be either percentage or amount.
After done setting, click “Save”.
Vouchers
Create Voucher Category
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At the time of writing, the voucher can only be created in the online POS System
Login to online account via http://www.posmarket.com.my.
Navigate Item → Setup → Item Category.
Create a new category for the voucher by clicking “New Category”.
After done creating key in the details, tick the “Voucher”.
Set the minimum usage condition for the voucher.
After done setting, click “Save” button to finish.
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Create Voucher
At the time of writing, the voucher can only be created in the online POS System
1. Login to online account via http://www.posmarket.com.my.
2. Navigate Item → Item → New Item.
3. Key in the details for the voucher and set the item category as the voucher category that
was previously created.
4. Tick “Physical Check” and “Serial Control”.
5. After done, click on “Save” button.
Set The Voucher Value
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Login to online account via http://www.posmarket.com.my.
Navigate Item → Item → Item Price.
Search for the Voucher created by clicking “...” beside Item Code.
Click on the “New Price” at the bottom right corner.
Set the price of the voucher.
Click “Save” to finish the setting.
Receive The Voucher With Different Serial Number
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Login to online account via http://www.posmarket.com.my.
Navigate Item → Location → On Hand Summary.
Search for the item, and then click on “Receive” at the Action section.
Key in the Serial Number at the bottom right corner.
After that, key in the total quantity received in the Quantity Received .
Click “Save” to finish the setting.
View Serial Number Of Voucher
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Login to online account via http://www.posmarket.com.my.
Navigate Item → Location → On Hand Summary.
Search for the item, and then click on “S/N” at the Action section.
User can now view the serial number list and the details.
Make Payment With Voucher
If user has created the item online, please sync the database before proceed.
1. So by now the POS Offline Client should be having the Vouchers that have been
created.
2. Try to select few items from the items menu.
3. After that, click on “Others” button on the side bar menu, and choose “Voucher”.
4. Key in the appropriate serial number, and then click the Tick button.
5. The voucher shall be appearing inside the transaction form.
6. Finish the transaction with the rest of the balance.
Purchase Voucher
If user has created the item online, please sync the database before proceed.
1. Select the Voucher from Voucher category inside the items menu.
2. Insert and select the valid voucher serial number.
3. If the voucher is valid, it will display the voucher value.
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4. Click “Update” to overwrite voucher serial.
5. User can now finish the transaction.
Common Voucher
The common voucher is the item create with negative value which is the amount of discount.
For example , user can create the item with price value -10.It will be a RM10 voucher.
Negative Value Item
1. Create the negative value item through before making transaction for it.
2. Give it a manufacturer code, and user can print it out and distribute this item as common
voucher that negate a value upon usage.
Make Transaction With Common Voucher
If user has created the item online, please sync the database before proceed.
1. Select any item from items menu to make transaction.
2. Insert the negative value item into the transaction.
3. The Grand Total amount for item that user selected before to make transaction has
been deducted.
4. Finish the payment.
5. A transaction box will pop out and show that the transaction is done. Click 'Close' button
to dismiss the transaction box.
6. To check the receipt, click on 'Receipt' button in the POS Terminal top menu bar.
Promotion Period
Function: We can set the certain promotion or membership discount period for the certain item
for contact with membership. Once expired, the item with discount won't appear again.
However, item without discount will still available.
Promotion Period Type - Time Range
Function: To give the membership discount on the time range which in between two certain time
range. Example: Washing Machine will sell in 30% discount price in the promotion period from
01 October 2014 – 30 October 2014 to a VIP member. Discount also can set to non-members.
Promotion Period Type - Daily Type
Function: To give the membership discount on the certain period of time everyday for instance
lunch time , dinner time or happy hours.
Example: Nasi Lemak Set will sell in 10% discount price in the promotion time from 11.00am to
12.00pm to all type of member.
Set The Promotion Period
Function : Set the certain period of promotion to the members.
We can set the promotion period in the Inventory window.
1. Click “Inventory List” under Inventory tab on the menu bar.
2. Select the item from the item list that user want to give discount.
3. Click ”Edit item” button.
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4. Go to the “Prices” tab then the “Promotion Type” session.
5. Discount can be given to different customers according to their member category. For
discount to everyone , user can leave the membership category blank.
6. Select the member category that user wants to give discount.
7. Discount type can be chosen whether is in Percentage or Amount.
8. After that, insert the value that want to be discount.
9. Promotion time can be change in time type and promotion period.
10. The minimum quality to qualify promotion also can be set.
11. The change of the quantity can be set to decease , increase or both.
12. Press Insert button.
13. Discount also can be removed.
Promotion Type
Function: To promote the items in various way as user needs for the business for instance “Buy
2 Free 1” or “1 for RM4, 3 for RM10”.
Promotion “Buy 2 Free 1”
Function: To promote item in Buy 2 Free 1 Promotion
Remember to Set the Minimum Quality Condition to only item that reached minimum in the
setting.
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Click “Inventory List” under Inventory tab on the menu bar.
Select the item from the item list that user want to give promotion.
Click ”Edit item” button.
Go to the “Prices” tab then the “Pricing” session.
Select the member category that user wants to give promotion to. (Optional)
Set the total price for 3 quantity.
Set the discount amount of 1 quantity.
Set the promotion period if needed.
Click “Insert” and “Save” the item.
Let's say, user is selling canned drink for RM3 each.
The total price should be RM9.
The Disc Type should be “Amount”, and the Discount amount should be RM3. (Free 1)
So the total price for the promotion is RM9 – RM3 = RM6.
Promotion “1 For RM 4, 3 For RM10”
Function : To promote item such as 1 item is selling RM4, but 3 items sell in a total of RM10.
Remember to set the Minimum Quality Condition to all items follow new price in the setting.
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Click “Inventory List” under Inventory tab on the menu bar.
Select the item from the item list that user want to give promotion.
Click ”Edit item” button.
Go to the “Prices” tab then the “Pricing” session.
Select the member category that user wants to give promotion to. (Optional)
Set the total price for 3 quantity.
Set the discount for the difference between total price and promotion price.
Set the promotion period if needed.
Click “Insert” and “Save” the item.
Let's say, user is selling fries for RM4 each.
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The total price should be RM12.
The Disc Type should be “Amount”, and the Discount amount should be RM2. (12 – 10 = 2)
So the total price for the promotion is RM12 – RM 2 = RM10. (3 for RM10)
Point Redemption
Function: To allow customer collect the point redemption for customers. When customer
purchase the selected items, the point will be collected in customer account.
Example: When customer buy the Orange juice with price of RM 5 , 5 point will be collected by
the customer.
Affiliate Settings
Function: Settings is used to set the redemption of the point collect from the customer every time
they make purchase .
Example : The name of redemption item will show in the purchased list when customer purchase
with the redeem point.
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Click “Inventory List” under Inventory tab on the menu bar.
Navigate to Affiliate → Affiliate Settings
Name the redemption item
Click “Save”
Affiliate Model
Function: Different kind of affiliate model can be setup including Amount, Percent, Point and
Point Ratio.
Example:
User can do the point system of “spend RM1 get 1 point” by set the affiliate model and set the
type to point ratio and commission/point to 1.
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Click “Inventory List” under Inventory tab on the menu bar.
Navigate to “Affiliate → Affiliate Model”
Insert the Model Name and Type
Click “Update” if user wants to make some changes later on
User may click “Delete” if user want to delete the affiliate model created.
Attach Affiliate Model
Function: To attach affiliate model to a item. When customer buy the items which attached by
affiliate model, commission or point will be collected by this customer.
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Click “Inventory List” under Inventory tab on the menu bar.
Select the item which need to insert Redeem.
Click “Edit Item”.
Choose the common attached model in Tab “Affiliate”.
Click “Save” to save the item.
Make Redeemable Item
Function: To insert redeem for item. After that the item will be redeemable by using redeem
commission and point.
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Click “Inventory List” under Inventory tab on the menu bar.
Select the item which need to insert Redeem.
Click “Edit Item” .
Tick the “Redeemable using point” in the Item Info tab.
Click “Save” to save the item.
Check The Commission Value For Contact
Function: To check the commission value
After purchase an items with attached an affiliate model , the commission and point will be
collect. User can check the commission value of the customer by edit contact.
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Click “Contact List” under the Contact tab in the menu bar.
Select the contact which need to check .
Click “Edit Contact” Button.
Check the “Redeem Value” in the Credits tab.
User also can check the commission list to check the history of commissions.
1. Click “Contact List” under the Contact tab in the menu bar.
2. Navigate Memberships → Commission List
3. Check the recent commission list.
Make Payment With Redeem Point
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Select the item from the item list that user want to purchase with redeem point.
Then, click on “Other” button and choose “Redeem”.
Insert and search for contact. If valid, it will display the balance of redeem point.
Insert the value need to redeem or click “Exact” to pay the exact value.
Tick to confirm perform selected voucher.
The redemption will be added in the order with a negative value.
User can now insert cash amount in “Tendered” and select “Cash” to make transaction.
Take note that the redemption involved in the receipt cannot be void or refund.
Appointment
Appointment can be used in food and beverages as well as other type of services. It is used to
mark specific date and place. For example, customer want to reserve a table for 8 on specific
date, user can just make an appointment to reserve the table for the customer.
Create New Appointment
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Click on the “Appointment” under the Contact tab.
Click “List” and it will lead user to Appointment windows.
Double-click the hour selected, and it will go to the Event windows.
Select Customer, Event Category, Date Start and Date End.
Insert Event Title and Description (Make sure user does not leave it blank as it need to
be showed at event calendar).
6. Select Event Reminder.
7. Click “Save” to apply.
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Reserve Status
reserved
Place is not available except for the customer that reserve it
occupied
Place is currently occupied by customer
absent
Place are booked but the customer does not coming
done
Place is currently available as customer just left
other
Different status from the options
Search Appointments
1. Click on the “Appointment” under the Contact tab.
1. Click “List” and it will lead user to Appointment windows.
2. Fill in the Search textbox and then click “Filter” button to show result.
Update Appointment Detail
1. Select the appointment from the event calendar.
2. Change the settings inside and then click “Update” to finish the update.
Delete / Cancel Appointment
1. Select an appointment from event calendar.
2. Click '”Delete” button from keyboard.
3. Click “Yes” to confirm deletion.
Select Appointment Time
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Select an appointment time from event calendar.
Double-click and insert the appointment description in the appointment calendar.
An appointment box will be created in event calendar.
Select the appointment box, the appointment information will be shown in the 'New/ Edit'
section.
5. Select Customer, Event Category, Date Start and Date End.
6. Insert Event Title and event Reminder.
7. Click ”Update” to save the new detail.
Shop Layout
Shop Layout function include setup and designing the table layout. The system consists of 4
layouts for users to choose, such as Restaurant, Hair Salon, Car Wash, Massage. user can
customize the layout by drag and drop the furniture according the shop physical layout. Shop
layout function helps the employee to take order faster as it uses table number to retrieve the
order record and receipt.
Design Layout
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Click “Shop Layout Design” under the System tab.
Click the furniture, counter or door and the icon will appear in the layout field.
Drag and move the icon.
Set the name of icon and click “Set” to set the name.
Click “Save” to save the layout.
Edit Layout
1. Click “Shop Layout Design” under the System tab.
2. Click on “Delete” button or “Delete All” button to rebuilt the whole floor.
3. User can also add the next level floor plan using floor buttons and switch to selected
floor on a click.
Setting For Compulsory Table Number Entry When Making Order.
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Open POS Offline Client.
Click “Setting” and then go to POS tab.
Tick the “Must enter table no”.
Click “Save” to finish the setting.
Create Order By Table
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Login to POS Offine Client.
Click on Layout button inside Navigation Bar.
Click on the table that has been created.
User can now key in the customer order and click Order button.
Use Table To Retrieve Table Receipt
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Click on Layout button inside Navigation Bar.
Select the table user wish to assign the customer to.
Choose the table from Layout and click 'Select Table' button.
After selecting, the table number will appear in the table column. Then, insert customer
order.
5. Enter the payment amount and choose type of payment.
Make Payment Based On Table
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Click on Layout button inside Navigation Bar.
Select the table user wish to make payment with.
Click "Open Receipt"
Make payment.
Print the receipt of transaction.
Change Table
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Click on Layout button inside Navigation Bar.
Select the table user wish to change to.
Click "Change Table"
Choose the table that wish to change to.
Click “Change” to finish the edit.
Void Receipt
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Click on Layout button inside Navigation Bar.
Select the table number user wish to void.
Click "Void Receipt"
Key in the username and password.
Click “OK” for the pop up message if it meets the situation.
Print Receipt
1. Click on Layout button inside Navigation Bar.
2. Select the table number user wish to print the receipt.
3. Click "Print Receipt" to print the transaction.
ISMS / Emails
SMS and Emails is integrated with our POS Offline system so that it allows the system to send
text to the customer phone or send email to the mail box. It is easy to use and it can handle the
operational needs of major retail shops and dining outlets.
SMS Marketing
To use iSMS service, user need to register an account in http://www.isms.com.my/register.php.
After registered an account,we need to configure SMS at POS Offline System.
Check History
To check back the SMS or email sent to the recipients.
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Navigate iSMS/Email → SMS Marketing.
Click on the “Send History” button on the top.
Search the message within the date selected and it shall appear on the list.
User also can check the SMS reply history by clicking “Reply History” inside the SMS
Marketing windows.
Reload
To reload the credit of iSMS.
The system will direct the user to the iSMS reload website (http://isms.com.my/buy_reload.php).
Send SMS To Phone Numbers
To send SMS to multiple user at the same time with the same message.
User can separate the phone numbers by using semicolon (;) or comma (,).
User can also select the phone numbers that are existing within the contacts.
Emails
Set Up Email
1. Open the POS Client, and then click Setting.
2. Inside the “Email/SMS” tab, Click on the Setup Email/SMS button
Use SSL
If checked, the data sent will be encrypted for safety purposes.
SMTP host
Depending on users email host such as gmail, yahoo and Microsoft
Outlook, the SMTP host will be different.
For gmail users, user has to key in “smtp.gmail.com”
For yahoo users, user has to key in “smtp.yahoo.com”
For outlook user, user has to key in “smtp-mail.outlook.com”
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SMTP username
Enter email address
SMTP password
Enter password of the email
Recipient
Enter a default recipient of the email/reports
CC:
Enter email address of other recipients. They will received the exact
email as recipient and their addresses are visible to all recipient
BCC:
Enter email address of recipient. They will received the exact email as
recipient but the other recipient does not know about it.
3. Click “Save” to finish the email configuration settings.
4. Select the report type then choose "yes" on item and click “save” button if user want that
report to be emailed to the recipient based on setting above.
5. Choose from “Today's,Yesterday's or weekly” on “Sent the Above .. report” option.
6. If the user select weekly, user have to set the day and time the report should be sent to
the recipient based on setting above.
7. Click save button at the upper part after make changes
8. User may now login to POS offline
Send Email To Recipient
We also can send the email to customer.
1. Click ”iSMS/Email” button.
2. Click “Email” button.
3. Insert the information of email. Based on the setting for default email, the CC: and BCC:
will received the copy of emails send.
4. Click “Send Email” button.
Send Reports To Recipients
Report sent to recipient are by default have to be configured at the set up email.
Reports will be sent to the recipients by type that they select at the set up email.
Xpress Waiter
Function: To link the POS System with the Android devices that it can do normal order, cases,
tasks or even jobsheet.
Please contact us for the setup of Xpress Waiter.
Download The Xpress Waiter For Android
To download the Xpress Waiter, go to the Playstore inside the Android device and then search
for Xpress Waiter for POS for 4.86MB.
Xpress Waiter Configuration
Check The Xpress Waiter Port
1. Open the POS Offline Client.
2. Click “Setting” and login the authentication windows.
3. Go to Android tab and check the port for the Xpress Waiter.
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By default, it should be 18100.
4. Go to the command prompt, key in ipconfig to retrieve the ipv4 address of the computer
network, for example : 192.168.1.108.
Xpress Waiter Setting In Android
1. Open the Xpress Waiter application inside the Android device.
2. In the login page, click on the “Setup” button for the first time setup.
3. Firstly, check the POS Terminal IP Address whether is it the same as the ipv4 address
that retrieved by command prompt just now.
4. Then, check the port of the application, whether is it 18100.
5. After this, click “Back” to go back to the login page.
6. Before login the POS username and password into the Xpress Waiter, please make sure
that there are decent network connections on both Android device and the computer.
7. After this, the Xpress Waiter is ready to be used.
Order
User can use the Xpress Waiter to order the stuffs, and append the items inside the order.
Make Order With Xpress Waiter
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Login the Xpress Waiter.
Click on the “Make Order” button.
Choose the items that user wish to order.
Click on the “Select”
User can add in more item.
Click “Order” button to finish the order.
Append Order With Xpress Waiter
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Login the Xpress Waiter.
Click on the “Append Order” button.
Search for the receipt number and select that receipt that user wish to append.
Edit the receipt information
Click “Update” to finish the edit.
View Layout
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Login the Xpress Waiter.
Click on the “Layout” button.
It will show out the table layout for the shop.
User can select the table to do action like add order.
Contact
View Contact Detail
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Login the Xpress Waiter.
Click on the “Customers” button.
A list of contacts should be showing up in a list.
Click on the contact and click “Details”.
The contact's info will be shown in a form.
View Contact Tasks
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Login the Xpress Waiter.
Click on the “Customers” button.
A list of contacts should be showing up in a list.
Click on the contact and click “Tasks”.
The task list should be appearing for user to choose.
Click into the “Detail” for more information about the task details.
Case
Add Case
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Login the Xpress Waiter.
Click on the “Case” button.
A list of cases should be showing up in a list.
Click on “+” icon to add case.
View Case Detail
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Login the Xpress Waiter.
Click on the “Case” button.
A list of cases should be showing up in a list.
Click on the case and then click “Details”.
The case's details will be shown in a form.
Edit Case
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Login the Xpress Waiter.
Click on the “Case” button.
A list of cases should be showing up in a list.
Click on the Pencil icon to after the settings are done.
Job Sheets
View Job Sheets
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Login the Xpress Waiter.
Click on the “Job Sheets” button.
A list of Job Sheets should appear with details.
Click on any job sheet and then click “Details” to view chosen jobsheets.
The details should be appearing as a form.
Tasks
View / Edit Tasks
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Login the Xpress Waiter.
Click on the “Tasks” button.
A list of tasks should appear with details.
Click on any task and then click “Details” to view chosen task.
The details should be appearing as a form.
6. User can also edit the form.
7. Finish the form by clicking the Pencil icon on the top-right corner.
Online Reports
If user subscribed to bizcloud online, user should be able to sync data to the cloud. Once the
data on the cloud, user can view reports using phone or any browsers available.
View Transaction Detail
User can always view all of the transaction information such as orders and receipts online via
http://www.posmarket.com.my.
1. Login to POS Offline Client.
2. Click “Sync” Button, make sure there are transaction records in it.
3. Wait for the sync process to be completed.
Sales Report
1. By logging into http://www.posmarket.com.my, user can view the transaction details in
various types of reports
2. Navigate Receivable → Sales Report → Sales Report
3. A list of transaction details will be displayed. This report will show all the transactions
from invoice, POS , cash sales and other categories.
4. User can filter the result by enter the information to the fields under the “sales report” tab
and click “search” button.
Date
Date of the transaction created
Ref
Order/ receipt no
Sales Person
The person service this transaction
Customer
Customer that make orders/ receipt
Branch
Branch that create this transaction record
Type
Indicate the type of the transactions (POS/Invoice/cash sales/etc.)
Pay Type
The way customer make payment (cash/bank in/etc.)
Bank
The Bank name for the bank in payment
Payment No
Payment No for Bank in payment
Total
Grand total of the transaction
Paid
The amount paid by customer
Bal
The outstanding amount (total – paid)
Cost
Cost of the items involved in transaction
Profit
Profit earn from this transaction (total – cost)
Export the Report
1. Click “Export” tab.
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2. Click Export to Excel” link.
3. Browse to the location to save the file and click “Save”.
4. Report will be downloaded in .csv format
Sales Summary
1. Navigate Receivable → Sales Report → Sales Summary
2. This report show the sum of cost and sales by month.
Date
Define the month and year for that row
Total
Total amount of transaction
Paid
Total amount received from customer
Outstanding
Total outstanding amount
Export the Report
1. Click “export to CSV” button.
2. Browse to the location to save the file and click “save”.
3. Report downloaded in .csv format.
Customer Sales Report
1. Navigate Receivable → Sales Report → Customer Sales Report
2. This report will show the customer details, branch and sales.
3. User can filter the result by enter the information to the fields under the “sales report” tab
and click “search” button.
Customer
Customer who make order
Member Category
Category of membership
Branch
Branch that create this transaction record
Sales Amount
Total sales in this transaction
Export the Report
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Click “export tab”
Click “export to excel” link.
Browse to the location to save the file and click “save”.
Report downloaded in .csv format.
Sales Report Detail
1. Navigate Receivable → Sales Report → Sales Report Detail
2. This report will show the customer details, branch and sales.
3. User can filter the result by enter the information to the fields under the “sales report” tab
and click “search” button.
Date
Date of the transaction created
Ref
Order/ receipt no
Cust.
Customer that make orders/ receipt
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Branch
Branch that create this transaction record
Type
Indicate the type of the transactions (POS/Invoice/cash sales/etc.)
Pay Type
The way customer make payment (cash/bank in/etc.)
Bank
Bank that customer use to make payment
Payment no
Payment number of the transaction
Total
Grand total of the transaction
Tax
The amount of Tax
Serv. Charge
The amount of service charge
Paid
The amount paid by customer
Bal
The outstanding amount (total – paid)
Cost
Cost of the items involved in transaction
Profit
Profit earn from this transaction (total – cost)
Sales By Payment Type
1. Navigate Receivable → Sales Report → Sales by Payment Type
2. This report will show the payment details, and total sales.
3. User can filter the result by enter the information to the fields under the “Sales Report”
tab and click “Search” button.
Ref
Order / Receipt no
Company name
Name of the company which makes the payment
Payment Type
The way customer make payment (cash/bank in/etc.)
Bank
Bank that customer use to make payment
Payment no
Payment number of the transaction
Total
Grand total of the transaction
Receipt List
1. Navigate to P.O.S → Point of Sales → Receipt list.
2. User can a list of receipt list displayed, the report only content the receipt from POS
category.
3. Click “Detail” link that corresponding to a receipt are able to expand and view the detail
information of the receipt.
4. User can view the warranty and service information that written on top of the detail table.
Trans.#
Indicate the receipt/ order No
Date
The date of the receipt/order created
P.I.C
Person in charge, employee that service this transaction
Cust.
Customer who make this transaction
Branch
Branch that record this receipt/order
Pay Status
Status of payment (Fully paid, spatially paid , etc)
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Pymt Typ
The way customer make payment
Pymt No
Bank in payment No
Void
Indicate the status of that particular receipt whether is void or not
Outstanding
The Outstanding payment
Sales(Myr)
Total sales in this transaction
To Print Receipt Online
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Click “Receipt” link that corresponding to the receipt no.
Click either “Small receipt” or “A4 Size Receipt”.
Check the content of the receipt
Click “Print” button, make sure the computer is connected to a printer.
Void Receipt
1. To void a receipt, click “Void” link that corresponding to the receipt.
2. Select “OK” option.
3. Now the value in void column will be changed from “No” to “Void” and the “Void” link is
disabled.
Drawer
The cash drawer helps user to store the money and avoid the unauthorized access. Cash
drawer are mainly printer driven whereby it will open when receipt is being printed. All user need
is proper cabling to connect the cash drawer to the receipt printer.
1. Login to Offline POS Terminal
2. Click on “Open Drawer” under Operation tab on the menu bar.
3. The cash drawer will be opened.
Drawer connected to printer, when drawer open, printer print blank. When connected an USB
drawer trigger, the drawer is connected directly to USB trigger and can open by itself. You can
configure the auto print in POS Client Login Setting -> Devices tab -> Cash Drawer Trigger.
Human Resource Management
Human resource management in one of module in the Offline POS system. User can manage
the employee and human resource in the company by using the module. Attendance and leave
also can be manage in this module.
User can change the module of BMO Client by the configuration step.
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Open POS Offline Client.
Choose the “Human Resource Management Client” module under the Location panel.
Login with the username and password.
Now user are inside the HRM Client.
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Admin
Permission Setting
By default, once user create an account, 12 employees will be created with different group
permission such as staff or employee. To change the permission of the staffs:
1. Open POS Offlie Client and click “Setting”.
2. After logging in, find the “Permissions” button under the Login tab.
3. Select a employee name and click on Edit button. User may change the employee view
permission setting at here. After modify just click on the update button.
Note: User changes permission may affect other employee in the users affected region.
4. Go back the setting and change to POS client terminal.
5. Login to the offline POS system, user can notice the changes have been apply.
Another way to allow user to modify the employee view permission is at the offline POS terminal.
Configuration Steps are:
1. Login to offline POS terminal under HRM module. After that, click on the Admin →
Permission Setting → View/Edit Permission.
2. Select a employee name and click on Edit button. User may change the employee view
permission setting at here. After modify just click on the update button.
3. Note: User changes permission may affect other employee in the users affected region.
4. Go back the setting and change to POS client terminal.
5. Login to the offline POS system, user can notice the changes have been apply.
Employee List
Create Employee
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Login to http://www.posmarket.com.my.
Navigate Employee → New Employee.
Enter necessary information of new employee to appropriate field.
Click “Save” button and the new employee record will be saved in online database.
Now login to POS Offline Client and click “Sync” button to obtain the new added
employee information from online.
6. Restart the system after synchronization process and user will be able to see the new
employee detail in employee list.
By default, user will have 12 employees at offline terminal. User can make modification but user
cannot add any new employees. However, user can create as many employees as user wants
online and sync it down to the terminal.
Edit Employee
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Login to offline POS terminal under HRM module.
Navigate Employee → Employee list.
Select the employee, and click “Edit” button to do the necessary modification.
User can also modify the employee's function permissions, such as “allow perform
adjustment”, “Allow to open petty cash” and etc
5. Click “Save” button after modification.
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Delete Employee
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Login to http://www.posmarket.com.my.
Navigate Employee → Employee List.
Check the check box of the employee that located on the left hand side (beside No.).
Click “Delete Employee” button and the selected employees will be removed.
Employee Group
User can create, edit and delete the group of employee as well as assigning employees inside
the group.
For example, user can add a new group which is a director board. Then, user can assign the
directors inside the group.
1. Login to offline POS terminal under HRM module.
2. Navigate Employee → Employee Group.
3. To create a new employee group, user must key in the group name and then click
“Save” button.
4. After that, user can also assign some admins to be into the group that has been created.
Department
There some default departments which include the Account Department, the Admin Department,
HR Department, IT Department, Marketing Department, R D Department, Sales Department,
and also Security Department. User can also create the departments or assigning the
department head to a department.
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Login to offline POS terminal under HRM module.
Navigate Employee → Department.
To create a department, user can key in the department name and click “Save” button.
Assigning a department head is an optional choice, but to assign the head of
department, simply select the desired department and assign the department head.
5. Click “Update” to finish the setting.
Section
Section is the part of a particular departments. Users can create sections based on their need.
There some default sections which include the Admin Section, HR Section, Account Section, IT
Section, R&D Section, and Security Section.
For example, there are Admin Section and HR Section inside the Admin Department.
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Login to offline POS terminal under HRM module.
Navigate Employee → Sections.
To create a section, user can key in the section name and choose the right department.
Click “Save” button to finish the settings.
Employee Type
There some default type of employee which include the contact staff, permanent staff, security
staff and unconfirmed permanent. User can create, edit and delete the type of employee as user
wish.
For example, user can use to add a new type which is a part time worker who work for the
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weekend. User can create a work pattern of 2-day work and add Sunday and Saturday as a
working days.
1. Login to offline POS terminal under HRM module.
2. Navigate Employee → Employee Type.
3. To create a new employee type , user can copy the default employee type and select
the new type of employee.
4. Edit the information and click “Update” button to update the information.
5. User also can delete the employee type by click “Delete” button.
Work Pattern
Add Work Pattern
Work pattern is use for attendance and leave calculation. For instance, if user are not working
on that day, then user should not be able to apply leave or if user attends to work then it may be
an overtime. At the time of writing, work pattern only applies to online application.
1. Login to http://www.posmarket.com.my.
2. Navigate to HR → Add Work Pattern
3. Now enter the name of the new work pattern, and check the check boxes beside the day
to add the day work to that particular work pattern. User can define the work time by
clicking the “+” button beside “Action” label together with the work type.
4. Click “Add” button to save the new work pattern.
Edit Work Pattern
1. Navigate HR → List of Work Pattern
2. Choose any work pattern to edit by clicking “edit” button that in the same row with the
work pattern.
3. User can now modify the name and change the work time in different day of that
particular work pattern.
4. Click “Edit” after user has confirm the changes.
If user wants to delete any work pattern, just back to the page that show a list of work pattern
and click the “del” link that corresponding to the work pattern detail.
Attach Work Pattern To Employee Type
In this system, work pattern cannot directly bind to employee but it can be bind to employee
type. So any employee that are under that employee type are binded to the work pattern
automatically.
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Login to http://www.posmarket.com.my.
Navigate Employee → Employee Type
Click “New Type” button.
Fill in necessary information to the respective field and check any relevant check box
that are going to apply to this new added employee type. Remember to choose work
pattern that associate to this employee type.
5. Click save button and now the work pattern is binded to the new employee type.
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Attendance
View The Attendance List
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Login to offline POS terminal under HRM module.
Navigate attendance → attendance list
Choose the employee or the date in between and then click “Summarize” for the result.
A full attendance list will be displayed.
User can also print or export the data into .csv file to open in Excel by clicking “Report” button,
and then click Summarized.
Station
Function: To define a specific ID to every login portals (finger print login / username login / RFID
login) so that system able to identify which user is login or punch in through which finger print
reader.
Create Station
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Login to offline POS terminal under HRM module.
Click Attendance → Attendance Station.
Insert the new attendance station name and click ”Add station” button.
User can also choose specifically which login method is used for example fingerprint.
Check Station
1. Login to offline POS terminal under HRM module.
2. Click Attendance → Attendance Station.
3. A list of available station will be displayed.
Set Station To A POS Terminal
1.
2.
3.
4.
5.
Login to offline POS terminal under HRM module.
Go to Attendance → Attendance Station.
Click any station available in the list, make sure it is highlighted.
Click “Set Station” button.
The selected station name will be displayed in the “Current Station” field.
Employee commissions
The POS system is able to calculate 1 level of commissions to employee. We call it service by
commission. User can decide which item will provide commission, and who is the employee that
will get the commission.
Create Item With Commissions
Function: To create item or service which have the commission to the employee who do the
serviced.
Example:
1. A service like wash hair can be served by employee. The employee who served this
service will get a certain amount of commissions.
2. An item like car can be sell by employee. The employee who successfully sell the call
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will have the certain percentage of the commission from the price of the items.
To configure the setting, :
1.
2.
3.
4.
5.
6.
Login to Offline POS terminal.
Click “Inventory List” under the Inventory tab.
Click “New item” button.
Fill in all necessary field such as cost and name
Tick the “Provide 1st level employee comm” .
Click “Save As New Item” button.
Update Item With Commissions
Function: To add the option of the commissions to the existing items.
1.
2.
3.
4.
Click “Inventory List” under the Inventory tab.
Select the item and then click on “Edit Item” button.
Tick the “Provide 1st level employee comm” check box.
Click “Save” button to finish the setting.
Set Employee Commission
Function: Set the percentage of commission for the each employee. Every employee can have
the difference amount of commission from the actually price of the items.
Example: The employee will received 1% from the sale of a car which cost RM50 000 which is
RM500 for one car.
User can only do the setting at HRM module. Therefore, we have to switch to HRM first.
1.
2.
3.
4.
5.
6.
7.
Login to offline POS terminal under HRM module.
Under the Employee tab, click “Employee List”.
Select any employee.
Click on “Edit” Button.
Go to “Agent Commissions” tab.
Enter or edit the value in commissions field.
Click “Save” button.
Make Sales That Give Commissions
Function: To make a sales which give commission to the employee.
1. Log in to POS Offline Client.
2. Select any item and add to the order list.
3. Make sure the item property is allow “Provide 1 st level employee comm” option and the
selected employee commission rate is greater than zero.
4. Enter the tendered amount.
5. Click “cash” button and confirm the receipt.
6. The commission is calculated and user may view the report at receipt page.
Attendance
The BMO can work as a standalone attendance station or hybrid POS and attendance station.
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Standalone Attendance Station
The Standalone Attendance Station is usually for those user who only use our system as
Attendance Station. The one-stop Attendance Station allows user to capture attendance, view
records, manage the employees.
1.
2.
3.
4.
5.
Start offline POS Offline Client and click “Setting”.
Go to Login tab and choose the “Attendance Clock” as default module.
Navigate to Attendance tab.
Tick “Capture Attendance” to capture the attendance whenever login.
Choose the method of checking in from POS.
Disabled
Not recording any attendance
FingerPrint only
Record attendance when user login with fingerprint
Username only
Record attendance when use login with username
Both
Record the attendance whenever user login to POS
6. Click “Save” to finish the setting.
Set Station To Attendance Clock
There is only one Station can be set for each Attendance Clock, however, there are many
stations that can be created with different name and different attendance capture. Station is a
must when user want to capture the employee's attendance.
For the first-time user:
1.
2.
3.
4.
Login to the Attendance Clock module with username and password.
An Attendance Station windows will be popping up.
Key in the name of the Station that user desires.
Choose the Reader Source such as Fingerprint login or RFID login. Our preference is
leaving the Reader Source empty, because so it can capture the attendance from either
Fingerprint or RFID Card.
5. Click “Add Station” button to create a new station.
6. Click the station created, then click the “Set Station” button to set it to current station.
For the user that has been set, but want to change the stations:
1.
2.
3.
4.
Login to the Attendance Clock module with username and password.
Click on “Setting” button on the top and login again.
Inside the Setting windows, click on the “Set Station and Device”
Click on one of the stations from the list and then click “Set Station” button to set it to
current station.
View Attendance List
User can retrieve the default access (in and out) to the system in the attendance list.
1.
2.
3.
4.
Login into Attendance Clock module.
Click “Attendance List” button on the top.
Choose the employee or the date in between and then click “Summarize” for the result.
A full attendance list will be displayed.
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User can also print or export the data into .csv file to open in Excel by clicking “Report” button,
and then click Summarized.
Door Access Control
User can use the Fingerprint reader or RFID Card reader to activate the magnetic door.
Hybrid POS Attendance
The Hybrid POS Attendance is usually for those user who uses our Point of Sales Client and as
well as the Attendance capturing.
Set Attendance Clock And POS Check In Method
1.
2.
3.
4.
5.
6.
Login to POS Offline Client.
Click “Attendance Setting” button under the Attendance tab.
Provide the username and password for authentication
Tick the Capture Attendance
Choose the options from “Check in from POS” and the attendance time
Click Save button.
Record Attendance Within POS
1. Login to POS Offline Client.
2. Click “Attendance Clock” under Attendance tab.
1. Capture the attendance by scanning finger print or type in username and password as
preset inside the POS Setting.
View Attendance Within POS
User can retrieve the default access (in and out) to the system in the attendance list.
1.
2.
3.
4.
Login to POS Offline Client
Click “Attendance List” under Attendance tab.
Choose the employee or the date in between and then click “Summarize” for the result.
A full attendance list will be displayed.
User can also print or export the data into .csv file to open in Excel by clicking “Report” button,
and then click Summarized.
Surveillance
Setup Surveillance
1.
2.
3.
4.
Open the POS Client and click “Setting” button.
Navigate to Camera tab.
A list of camera available in computer will be displayed in a list.
To set a camera into system, click any camera from the list (make sure it is highlighted)
and click on either “Camera 1” button or “Camera 2” button.
5. Make sure the text field beside the camera button is displaying the selected camera
6. The duration of data capture that will store in database can be selected in capture
setting.
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7. Click the “Save” button to save the setting.
Save Surveillance Record
1.
2.
3.
4.
Login to Offline BMO System.
Click on the “Camera” under the Operation tab.
Change the path of the camera data will be saved to.
Click on the “Save” button.
Watch Surveillance Record In Offline
1.
2.
3.
4.
Login to Offline BMO System.
Click on the “Camera” under the Operation tab.
Click “Watch” button.
System will play the .avi file with appropriate player available in computer
Watch Surveillance From Web
1. Login to online BMO
2. Navigate to P.O.S → Surveillance.
3. The surveillance image will be updated every 10 second and it can only update the
image if the offline camera window is opened as well.
4. No recording is perform online, all video is stored offline only.
Watch Surveillance With Android Apps
1. Install the application “bizcloud”
2. Navigate POS → Surveillance
3. View the camera record.
Queue Management System
This queue management can be used for variety purpose since our POS can support for
different kind of business. For example, this queue system can be used to display the receipt
number that request customer to come forward and take their food. Following is the
configuration to use this management (setup the interconnected database with share function):
Computer A (For Monitoring)
1. Go to computer C drive and find bmo folder.
2. Right click the bmo folder and share the folder with grant privilege to those user that
access to folder have to right to read and write.
3. Configure the share setting based on the window.
4. Go to the window and find the run application then enter the cmd and search for it.
5. Enter the "ipconfig" then search the IP address of the computer A.
Computer B (For Display The Queue)
1. Go to the window button and search for run application then enter the computer A IP
address, example : "\\10.0.0.61". Another alternative way to search for computer A is go
to the Network and find the computer A.
**** Note: Remember all of the computer must under the same network domain and
workgroup name. ***
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2. Search for the bmo folder and right click the bmo folder and select the map device.
3. Install the BMO POS software and filling up the company information for our website,
the information exactly the same as the setting in the computer connected to.
4. Select the Setting Folder and Database Folders the device that user just map.
5. Remember to set this at the display queue terminal.
Display The Queue
1. When need to display the queue then user can select the receipt from the receipt list
and click on display to display this receipt number on the screen of Computer B.
2. After display, user can notice the receipt will change to gray color.
Hardware Supported
Receipt printer
The software supports 80mm, 58mm receipt printer. Basically all
window based receipt printer will be compatible.
Typical printer
If user needs to print A4 size receipt, user can use any typical printers.
Just select the A4 receipt will do.
Cash drawer trigger
Normally, cash drawer will open once print receipt. If the action has to
be separated, user needs to use a cash drawer trigger.
Cash drawer
A cash drawer can be connected to printer or cash drawer trigger.
Barcode scanner
POS system is capable of connecting to barcode scanner. All windows
based barcode scanner will work.
Barcode printer
The POS system can connect to barcode printer to print barcode
directly from the system.
Card reader
A card reader is use to read credit cards, membership card and etc.
User can use it to login to the system as well.
Customer display
Customer display shows the price to customers. User can set the
characters in setting.
Dual monitor
The system can support dual monitor, the second monitor will just show
the item purchased by customer.
Finger print reader
User can use the finger print reader to login to the system, it can record
the attendance as well.
Weight machine
Any weight machine is able to plug into the system
Touch screen monitor The POS support all kinds of windows based monitor.
Barcode
machine
weight The POS software is able to support barcode weight machine. Each
item can attach to different set of barcode setup.
Camera
Any camera that is supported by windows can use to capture item
image and do surveillance.
Barcode
Save Barcode Using Image
Function: To save the barcode in the JPEG format.
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1.
2.
3.
4.
5.
Login to POS Offline Client.
Click on “Inventory List” under the Inventory tab.
Select the item which need to print Barcode.
Click on “Edit Item”.
In the Items window, the barcode is a below of image. Barcode image is generated
based on the value entered into the MFG Code text box.
6. Click on the “Save Barcode” button, choose a directory and the barcode image will be
saved.
Setup Barcode Printer
Function: POS can print any barcode size supported any type of barcode printer as long as
windows supported.
1.
2.
3.
4.
Open the POS Client and click “Setting” button.
Click on the “Printer” tab and search for barcode printer text field.
Click the “...” button and select the printer that use to print the barcode.
Click apply, and click “Save” again in Setting form.
We also can print the barcode in A4 paper , but and stick it to items. However only laser barcode
scanner can scan reliably.
Print Barcode
Function: To print multiple items barcode by using difference printer.
Example: User may print the barcode with normal printer and barcode printer.
1. Login to POS Offline Client.
2. Click on “Inventory List” under the Inventory tab.
3. Select items which need to print the barcode printer.
To select random items
Press Ctrl key and click on items
To select multiple items in a Press Shift key and click on items
row
To select all items
Click on the small square next to the "No." column.
4. Click “Print Barcode” button.
5. A Barcode printer window prompted with the barcode user selected.
6. View the list of items and barcode that will be printed. User can can do edit on the
barcode detail.
7. Choose printer for printing , the size of the barcode and details that will appear below
the barcode. User can use the normal printer or the barcode printer.
8. Click Print.
Fingerprint
Installation
1. Go to www.posmarket.com.my and click "Download" at the top navigation menu.
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2. At the Download page, scroll down to POS Drivers and download 'U.R.U-4500
Thumbprint Reader' driver.
3. After downloading the file, user has to right-click the file and click "Extract File" to unzip
the file.
4. Double-click the "Setup" file in URU4500-framework inside RTE folder.
5. When InstallShield Wizard box pops up, click "Next" to proceed.
6. Click "I accept the terms in the license agreement" after reading through the license
agreement and click "Next" to proceed.
7. Click "Next" until the page ask for “Install”. Click on "Install".
8. A window pops up, shows the installing status bar. User have to wait till the process
completes when the status bar is fully change to green colour.
9. When Window RTE installation is completed, click “Finish” to exit the wizard.
10. After installing the program, user needs to restart the computer. Click "Yes" to restart it.
Setup
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Open the POS Offline Client, choose the “Human Resource Management” module.
Login to the POS Client account.
Plug in fingerprint reader to the computer.
At the Human Resource Management Client window, go to Employee section and click
"Employee List".
Select the employee and click "Finger Print Enroll".
When the Finger Print Enrollment box pops up, the employees can start to put their
thumb on the finger print reader to scan the finger print.
The POS system will read the finger print that captured automatically.
NOTE: User have to do step 7 for 4 times until the finger print template is ready for user
to save.
Run the POS Offline Client and then click on “Setting” button.
Then, go to Login tab, add "Finger Print Login" as login alternative and click "Apply".
Now, the employee can scan his thumb by using finger print reader to log in the POS
Client account.
Printer
Installation
1. Go to www.posmarket.com.my and click “Downloads” at the top navigation menu.
2. At the download page, scroll down to POS Drivers and download the lastest printer
driver.
3. After downloading the file, user has to right-click the file and click "Extract File" to unzip
the file.
4. Go to http://www.posmarket.com.my/wiki-point-of-sales-system/index.php?
title=Step_by_Step_Installation_5#POS_58_Mini_Thermal_Printer_Installation and
follow the printer installation guidelines.
5. NOTE: For receipt printer 80mm, PC running Windows 8 and above need to change
computer date to 01/01/2014 in order to proceed the installation.
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Workshop System
Create New Customer Profile
Function: Add the new contact details of the customer
1.
2.
3.
4.
Login to workshop offline system.
Click on the “New Contact” under the “Contact” tab.
Enter the information in the general tab and also membership tab
User can set the credit limit of the particular contact by changing the value in limit field,
(-1 indicate unlimited)
5. Click on the “Save as New Contact” button
6. New record will be displayed in the contact drop down list and also under the search
table.
Edit Customer Profile
Function: Edit the contact and view information of the contact such like Purchase History, Aging,
Credit and Employee Assign.
1.
2.
3.
4.
5.
6.
7.
Click on the “Contact List” under the “Contact” tab.
Firstly, search for the contact through the contact table.
User can filter the search result by entering appropriate name, phone no and etc.
Click on the contact.
Click on the “Edit Contact” button.
In the “Edit Contact”, user can edit the information and assign the admin to the contact.
Click “Update” button to save the change.
Delete Customer Profile
Function: The contact can be deleted offline before synchronizing.
1.
2.
3.
4.
5.
Click on the “Contact List” under the “Contact” tab.
Firstly, search for the contact through the contact table.
User can filter the search result by entering appropriate name, phone no and etc.
Click on the contact.
Click on the “Delete” button.
After synchronized, it only can be deleted online. User are required to delete it in online
Workshop website and sync it to offline workshop system.
1.
2.
3.
4.
Navigate to Contact → Contact list
Find the contact information
Click and expand the action list
Click on “del” link.
Now login to offline Workshop system and click “Sync” button.
Filter Customers Via Various Data
Function: To retrieve the item needed via filtering data quickly
1. Click “Contact List” under the “Contact” tab.
2. A list of existing customers information will be displayed under the search field.
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3. Enter the filter information and click “Search” button to find customer.
4. Click on the customer and the information will be displayed immediately
Create New Items
Function: To create any items or service in store or shop.
1.
2.
3.
4.
5.
6.
7.
8.
Click “New Item” under the Inventory tab.
Insert Item name and description.
Create a MFG code or Barcode for the item. (optional)
Choose the Category and Type.
Choose Unit for the item.
Set price for the item.
Set the re-order level, it will alert when the specific item's balance reached.
If re-order is configured, please make sure Physical Check is ticked to make sure user
has quantity on hand.
9. Click the “New Item” button to save it.
Set Pricing
Function : To enable user to set the price and the price title of the item
1. User can enter the price, minimum price and the price title when create the new item or
edit the item details
2. If user want to set Negative Price, just put a “-” in front of the value that going to set
Edit Items
Function : To make any changes of the item
1. Select the item which want to edit in inventory list
2. User can filter out the item details via various data to find out the item to be edited.
3. Click on the Edit Item button to edit the details of the item selected after selected the
item
4. User can modify the any details of the item except the name of the item if it is synced.
5. After edited, click Save button to save the changes or the update made
Stock Adjustment
Function: To enable user to do quantity adjustment of the stock
1.
2.
3.
4.
5.
6.
Click “Item List” under the Inventory tab.
Select the item which need to make adjustment
Click on the “Adjustment” button to make changes
Click on the “Adjustment” button again and key in the values.
User can enter the quantity item received or loss.
Click the adjust button to confirm the adjustment made.
Add A New Service Record
Function: Adding new service record for customer service
1. Click on CRM then select “New Service History”
2. Insert the general info of services.
3. Insert the date of services.
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4.
5.
6.
7.
8.
Select the reminder method for the customer.
Select the collection of the payment method when service the customer.
Select the “Entry by” insert the person who serviced the customer.
Select the “Status” for see the service is undergoing or ended.
Select the related parent task for grouping function.
Edit Service Record
Function : Edit the parent task or update the information of the task
1.
2.
3.
4.
5.
Click on CRM then select “Service History List”
Select the service record that needed to be edited
Click on “Edit Task”
Modify the details.
Click “Update” to save the updated details.
Add New Parent Task
Function: Adding a new task for customer service history and group the related service records
1. Click on CRM then select “New Task”
2. Insert the information of the service customer history and click “Save As New”.
Edit Parent Task
Function: Edit the parent task or update the information of the task
1. Click the “Service History” button.
2. Select the task that user wanted to edit and then click “Edit Task”.
3. After finishing the edit click “Update”.
Print Service Record
Function: Print out the service history report or the parent task report for reference or other
purpose
1. Select the service record needed to be printed the click “Edit Task” button
2. Click on Print button to print out
3. User can choose to print out the parent task record or the service history record
Create New Vehicle Profile
Function: Add new vehicle profile
1. Click on the “New Vehicle” under the Vehicle tab.
2. Fill in the details of the vehicle.
3. Click “Save As New” button to save the new profile.
Edit Vehicle Profile
Function: Allow user to edit vehicle profile
1. Click on the “Vehicle List” under the Vehicle tab.
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2.
3.
4.
5.
Click on Search button so that the specific vehicle is displayed
Click on “Edit Vehicle”.
Fill in the details to be modified
Click “Update” button to save the edited vehicle profile
Attach Vehicle To Service Record
Function: Allow user to attach the vehicle profile to the service record
1.
2.
3.
4.
5.
6.
Click on CRM then select “Service History List”
Select the service record that needed to be attached.
Select Documents tab then search the existing vehicle profile.
If there is no vehicle profile, create a new vehicle profile first
Double-click the vehicle and then close the windows.
Click “Update” to change the setting.
Search A Vehicle's Service History
Function: Allow to have quick search on the vehicle's service history
1. Select the “Vehicle List” under the Vehicle tab.
2. Select the vehicle profile then click on the report button
3. User allow to select the period to preview the service history report
Open An Invoice
Function: Add a new invoice
1. Select Receivables then “New invoice”
2. User need to enter all the invoice details including the customer details, item details,
shipping details and invoice payment
3. Click “Save” button to save the new invoice information
Edit An Invoice
Function: Modify the existing invoice details
1. Open the invoice list then select the invoice that need to be edited
2. Click Update to make any changes
3. After editing the details, click Save button to update the changes made
Vendor
Function: To define the supplier of the item
Create New Vendor Profile
Function: To create a vendor contact and save the all detail of vendor.
1. Click “New Vendor” under the Vendor tab.
2. Fill the vendor information and item from the vendor.
3. Click “Save” to save the vendor.
Edit Vendor Profile
Function:To edit vendor contact information
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1.
2.
3.
4.
Click “Vendor List” under the Vendor tab.
Select a vendor that user wish to change.
Click “Edit Vendor” button and edit the information.
Click “Update ” to update the button
Terms
Function: To define the terms of vendor
1. Click “Vendor Terms” under the Vendor tab.
2. Choose a term, and then make changes on it before clicking “Update” button.
3. To create a new term, click the term and make edit and Save.
Search A Vendor Profile
Function: To search the vendor profile using the keyword.
1.
2.
3.
4.
User can filter the search result by entering the appropriate fields.
Then click the "Search" button.
The result will be showed in the vendor list table.
User can reset the details entered by clicking “Reset” button to search other vendor
again.
Import Vendor
Function: To import vendor from CSV file
1.
2.
3.
4.
5.
Click “Vendor List” under the Vendor tab.
Click “Import Vendor” button
Click “...” button to search for CSV file
Choose the separator and other settings.
Click Save to start import the Vendor.
Account Payable On Vendor List
Function: check on vendor invoices and payment
1. Click “Vendor List” under the Vendor tab.
2. Click “Acc. Payable” in vendor window
Vendor invoice list
Invoice list from specific vendor
New vendor invoice
Invoice from new vendor
Vendor payment list
List of payment made by specific vendor
New payment
voucher
Voucher give to new payment
Report (aged
payable)
Report of paid transaction that credited before
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Reminder
Function: To check out the person in the reminder within the date
1. Click on “Task List” under the CRM tab.
2. Choose the task that user wish to set reminder.
3. User can set reminders for the task either using SMS or Email.
Client-Server
Client-server is one of our software version that can connects an amount of computers towards
a server. The server and the clients are usually place in the same location, but each of the
clients are identified as different and unique terminal. Please contact us for more enquiries about
Client-Server.
Real-Time Management
So, as mentioned above that there are only one server, there is also only a database for the
whole client-server. Please be noted that, this is for a shop that is having much terminal but
accessing into the same server. For example, the cashier terminals inside a supermarket.
After the client-server has been setting up, everything will be the same for each of the terminal
alongside the server. For example, if one of the terminal, Terminal 1, has created an item inside
the inventory, eventually the item will be appearing inside the other terminal.
How to Get Help From Us
We provide the support online world wide on Skype and TeamViewer. Our technical support can
help on any technical problem which preventing you from being able to install or use the POS
system. We will also assist you with any error in POS software.
Skype Contact
Live chat can allows you to use instant messaging to contact our support team.
Skype Contact :support.mobiweb3
TeamViewer
TeamViewer is a software for remote control any computer over internet. By using this
TeamViewer, our support team can control and do demonstration on your own computer. We
can support you anywhere as you locate.
1. You can download and install the TeamViewer on your computer from the TeamViewer
Official website.
2. Start TeamViewer.
3. Your TeamViewer ID will show at remote control tab.
4. Tell our support your TeamViewer ID and password.
5. Now, we can connect and remote control your computer by using our TeamViewer ID.
6. We can do support and demonstration on the TeamViewer Remote control session.
Contact us
MobiWeb World Wide Support
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Malaysia Helpline: 1800 87 7061
Singapore Helpline: +65 3158 4888
Australia Helpline: +612 8310 5560
Mobile Phone: +6012-4927082
Email: [email protected]
Mobiweb Sdn Bhd (760405-K)
WebASP Sdn Bhd (832475-W)
Headquarters (HQ)
No.B-2-7, Block B, Kuchai Exchange,
Kuchai Maju 13, Kuchai Lama 58200,
Kuala Lumpur, Malaysia.
Tel: +603-7980 1388, Tel 2: +603-2780 3880, Fax: +603-7980 2388
Research & Development Office (R&D)
No. 40-1, Persiaran Bayan Indah, Bayan Bay,
11900 Bayan Lepas, Penang, Malaysia.
Tel: +604 642 0621, Fax: +604-646 8367
BizCloud Asia sdn bhd
Penang Bayan Indah Office
5-2, Persiaran Bayan Indah, Bayan Bay,
Sungai Nibong, 11900, Pulau Pinang.
Tel: +604 6119305, Email: [email protected]
Ipoh Sales Office
7FO-10, Tower Regency Hotel & Apartments,
Jalan Date Seri Ahmad Said,
30450 Ipoh, Perak Darul Ridzuan, Malaysia.
Tel: +605 242 4478
Johor Sales Office
No. 02-12, Jalan Molek 1/31,
Taman Molek
81100 Johor Bahru, Johor, Malaysia.
Tel: +6011-36710208
Copyrights: MobiWeb Sdn Bhd, All Rights Reserved.
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