Sage Accpac ePOS Server and Register Installation Guide

Sage Accpac ePOS Server and Register Installation Guide
SAGE ACCPAC
Sage Accpac ERP™
ePOS Server and Register
Installation Guide
©2008 Sage Software, Inc. All rights reserved.
Sage Software, Sage Software logos, and all Sage Accpac product and service names are
registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All
other trademarks are the property of their respective owners.
Sage Software, Inc.
Publisher
No part of this documentation may be copied, photocopied, reproduced, translated,
microfilmed, or otherwise duplicated on any medium without written consent of Sage
Software, Inc.
Use of the software programs described herein and this documentation is subject to the
Sage Software License Agreement enclosed in the software package.
Contents
Chapter 1: Introducing Sage Accpac ePOS
What is Sage Accpac ePOS? ...............................................................
Sage Accpac ePOS Server .............................................................
Sage Accpac ePOS Workstations .......................................................
Typical Sage Accpac ePOS Installation ....................................................
Software and Hardware Requirements ....................................................
Software ...............................................................................
Hardware ..............................................................................
Where to Now? ............................................................................
1–1
1–2
1–2
1–3
1–4
1–4
1–5
1–6
Chapter 2: Preparing Sage Accpac ERP
Sage Accpac ERP Modules Required by ePOS .............................................
Setting Up Sage Accpac ERP for ePOS .....................................................
Bank Services ..........................................................................
General Ledger.........................................................................
Accounts Receivable ...................................................................
Accounts Payable ......................................................................
Inventory Control ......................................................................
Order Entry ............................................................................
Serialized Inventory / Lot Tracking ....................................................
Warehouse Management System ......................................................
A Short Description of Sage Accpac ePOS Transactions ...................................
Matching Credit Notes and Debit Notes ................................................
Transactional Rounding ................................................................
General Differences between Sage Accpac ePOS and Sage Accpac ERP ...............
Where to Now? ............................................................................
2–1
2–1
2–2
2–2
2–3
2–4
2–4
2–5
2–6
2–6
2–7
2–8
2–8
2–8
2–9
Chapter 3: Installing and Setting Up Sage Accpac ePOS
Server
Logon Account for the ePOS Server Windows Service ..................................... 3–2
Installing ePOS Server ..................................................................... 3–3
Installation Guide
iii
Before You Start ........................................................................ 3–3
Installing Sage Accpac ePOS Server ................................................... 3–4
Changing the Logon Account for ePOS Server ......................................... 3–6
Installing Sage Accpac ePOS Register Licenses ............................................ 3–7
Activating Sage Accpac ePOS in ERP ....................................................... 3–9
Starting Sage Accpac ePOS Server....................................................... 3–10
Logging In ............................................................................ 3–10
Setting Up ePOS Server .................................................................. 3–11
Editing ePOS Server Settings......................................................... 3–11
Adding Companies to ePOS Server ................................................... 3–13
Adding Receipt Batch Templates ..................................................... 3–20
Setting Up Barcodes .................................................................. 3–22
Setting Up Currency Definitions ...................................................... 3–31
Setting Up Registers on the Server .................................................. 3–33
Adding Users and Groups ............................................................ 3–39
Updating ePOS Register Databases with ePOS Server and ERP Data ................ 3–46
Setting Up the Sage Accpac ePOS Clearing Macro ....................................... 3–48
Creating a Shortcut to the Clearing Macro ........................................... 3–48
Error Logging ......................................................................... 3–48
Where to Now? ........................................................................... 3–49
Chapter 4: Setting Up Workstations at Local and Remote
Locations
Sage Accpac ePOS Workstation Components .............................................. 4–1
System Requirements ...................................................................... 4–2
Hardware Requirements ................................................................ 4–3
Optional Hardware ..................................................................... 4–3
Steps for Installing and Setting Up Sage Accpac ePOS Workstation Components ......... 4–3
Installing Sage Accpac ePOS eDownload ................................................... 4–4
Activating Sage Accpac ePOS Workstation and Register ................................... 4–6
Installing Sage Accpac ePOS Register...................................................... 4–8
Setting Up Sage Accpac ePOS Register .................................................... 4–9
Register Setup Tab ................................................................... 4–11
Report Setup Tab ..................................................................... 4–15
Hardware Setup Tab.................................................................. 4–17
Credit Card Setup Tab ................................................................ 4–20
Layout Tab ........................................................................... 4–23
Logging On to Sage Accpac ePOS Register............................................... 4–29
Where to Now? ........................................................................... 4–30
iv
Sage Accpac ePOS
Appendix A: Troubleshooting
Service Won’t Start or Cannot Log onto ePOS Server .....................................
Register Activation.........................................................................
Online Communication Disruptions ........................................................
Offline Transaction Flow ...................................................................
Offline Communication Disruptions ........................................................
Live / Local Search .....................................................................
Other Troubleshooting .....................................................................
A–1
A–1
A–2
A–2
A–2
A–3
A–3
Appendix B: Sage Accpac Certified POS Hardware
Cash Drawer ...........................................................................
Pole Display ............................................................................
Receipt Printer .........................................................................
MSR Device (Card Swipe) ..............................................................
Barcode Reader ........................................................................
Weight Scale ...........................................................................
Programmable Keyboard ...............................................................
POS Workstation .......................................................................
B–1
B–1
B–1
B–1
B–2
B–2
B–2
B–2
Appendix C: Certified Credit Card Clearing Software
Canada ................................................................................. C–1
USA .................................................................................... C–1
Australia ............................................................................... C–1
Appendix D: Customizing Register Screens
Adding a Custom Skin ..................................................................... D–1
Hiding the Layaway Tab in Skin 2 ......................................................... D–1
Enabling Features in Skin 3 and Skin 4 .................................................... D–3
Changing Font Sizes and Colors ........................................................... D–3
Adding a Logo to Skin 4 ................................................................... D–4
Installation Guide
v
Chapter 1
Introducing Sage Accpac ePOS
This guide explains how to install Sage Accpac ePOS. It covers:
How this guide is
organized
•
Installing and setting up the Sage Accpac ePOS server and
workstations.
•
How ePOS interacts with Sage Accpac ERP.
•
Troubleshooting common problems.
Topics in this guide are organized as follows:
Chapter 1. Introduces Sage Accpac ePOS concepts and features, as well
as the overall system requirements.
Chapter 2. Provides instructions for setting up Sage Accpac ERP for
ePOS.
Chapter
3. Provides a step-by-step guide to installing and setting up
Sage Accpac ePOS Server, choosing options and adding registers and
users.
Chapter 4. Focuses on setting up workstations at local and remote
locations.
Appendix A. Provides troubleshooting tips.
Appendix
B. Provides a list of certified point-of-sale hardware, such as
cash drawers, pole displays, receipt printers, etc.
Appendix C. Provides a list of certified credit card clearing software.
Appendix D. Explains how to customize ePOS Register screens.
What is Sage Accpac ePOS?
Sage Accpac ePOS is a comprehensive point-of-sale (POS) solution that
works equally well for single retail locations or high-volume, multi-site
retail operations.
Sage Accpac ePOS runs over the Internet, letting you and your staff to
see, manage, price and control inventories across multiple locations, make
informed decisions with real-time data and maintain a unified view of each
customer—regardless of the sales channel.
Installation Guide
1–1
What is Sage Accpac ePOS?
Sage Accpac ePOS supports all retail technologies, including barcode
readers, weigh scales, real-time credit card processing, and pole displays.
It lets you increase your checkout speed and accuracy while providing
real-time integration and reporting across your enterprise.
Sage Accpac ePOS includes two main components:
•
Sage Accpac ePOS Server
•
ePOS Workstations
Sage Accpac ePOS Server
Sage Accpac ePOS Server runs as a service on a Windows 2000, Windows
XP, Windows 2003, or Windows Vista server. The Server manages:
•
Point-of-sale users and user access rights
•
Registers and register data
•
Barcode mapping
•
Gift cards and gift certificates
•
Loyalty points
•
Encrypted communication for all transaction processing between Sage
Accpac ePOS registers, Sage Accpac ePOS Server, and Sage Accpac
ERP.
Sage Accpac ePOS Workstations
Sage Accpac ePOS workstations are point-of-sale cash registers that
communicate with the ePOS Server using the Internet, either through a
dial-up connection or continuous, high-speed access. The Registers also
have a local database to run offline and to increase performance.
The locally maintained data includes the following information:
Remote
Administration and
eDownload
1–2
•
Items
•
Item pricing
•
Tax information
•
Customers
•
Mapped barcodes
In addition to the ePOS Register program, workstations can also run two
other programs:
Sage Accpac ePOS
Typical Sage Accpac ePOS Installation
•
ePOS Remote Administration
•
eDownload
Sage Accpac ePOS Remote Administration lets retail managers update
users and user access rights, update barcode mapping, and update the
register databases on the server.
Sage Accpac ePOS eDownload lets users update register software
automatically, and update the local database stored for each register.
Typical Sage Accpac ePOS Installation
The following diagram illustrates how the Sage Accpac ePOS workstations
work with the Sage Accpac ePOS Server and Sage Accpac ERP databases
over the Internet.
Note that Sage Accpac ePOS Server can be installed with Sage Accpac ERP
in several different configurations, depending on how you have set up
Sage Accpac programs and data.
For example, you can install the Sage Accpac ePOS Server on the same
server as Sage Accpac programs and database, or, you can install the
ePOS Server on a high-performance server with a fast connection to the
Sage Accpac database—as in the following diagram:
Server on Internet
Workstation
running Sage
Accpac ePOS
Register
Download
software from
Internet server
Sage Accpac
ePOS Server
Server on LAN
Log in Registers
with ePOS Server
Sage Accpac
System
Manager and
Applications
Sage Accpac
Database
Sage Accpac ePOS Server with ePOS workstations and Sage Accpac ERP.
Workstation and
Server Events
The events listed below occur when users operate ePOS Server and
Workstations on the Internet or on an Intranet.
Installation Guide
1–3
Software and Hardware Requirements
Event 1: Sage Accpac ePOS Server Starts as a Service on the Server
ePOS Server is installed as a service on the server, so it starts
automatically whenever you restart the server computer.
Event 2: eDownload Sets up Register Communication and Updates
Register Software
Sage Accpac ePOS Workstation software includes eDownload, which
establishes the Register connection to the ePOS Server, downloads Sage
Accpac customer, item, and vendor information, and lets users set up and
update Register software.
Event 3: ePOS Registers Log In to the ePOS Server
Users start the ePOS Register program and log in to ePOS Server. The
Registers can run offline or with a continuous “live” connection to the
ePOS Server.
Event 4: ePOS Server Updates the Sage Accpac ERP Database
The ePOS server receives sales and returns information from the
Workstations and creates transactions to update the Sage Accpac ERP
database.
Event 5: Store Managers Update User and Barcode Information with
Remote Administration
ePOS Workstation includes a browser-based Remote Administration
program that allows managers and supervisors to update user information
for store clerks and manage other ePOS Server information.
Software and Hardware Requirements
Software
Sage Accpac ERP:
Version 5.5 of Sage Accpac ePOS integrates with version 5.5 of the
following ERP modules:
1–4
•
System Manager, Accounts Receivable, Accounts Payable, Inventory
Control, Order Entry.
•
Serialized Inventory and/or Lot Tracking (required for Sage Accpac
ePOS Serialized/Lot Tracking edition).
Sage Accpac ePOS
Software and Hardware Requirements
It also supports Sage Accpac’s Multicurrency option and Optional Fields
and Validation Tables.
Check readme file
for any updated
information
Check the Sage Accpac ePOS Server Readme.wri file (included with the
ePOS installation) for any additional or updated information.
For information on installing Sage Accpac ERP, see the Sage Accpac
System Manager Administrator Guide.
Other software requirements:
•
Microsoft SQL Server, Pervasive.SQL 2000, IBM DB2, or Oracle to
manage the Sage Accpac ERP database.
•
Server:
−
Operating System: Windows 2000, Windows XP, Windows 2003,
or Windows Vista.
Note: The server must be accessible via TCP/IP (internet,
intranet) on two ports (default 5059 and 5060).
−
•
•
Microsoft Internet Explorer 5.5 or higher.
ePOS Server Installation also adds:
−
Microsoft .NET 1.1 Framework.
−
Microsoft Visual J#.NET 1.1 Redistribution Package 1.1.
−
Microsoft JVM.
−
Java 2 Platform Standard Edition runtime environment from Sun
Microsystems. (This will be installed during ePOS installation if it is
not already on your system.)
Workstations:
−
Operating System: Windows ME, Windows NT Workstation,
Windows 2000 Professional, Windows XP, Windows Vista.
Workstations must be accessible via TCP/IP (internet,
intranet) on two ports (default 5059 and 5060).
Note:
−
Microsoft Internet Explorer 5.5 or higher.
Hardware
We recommend installing Sage Accpac ePOS Server on a PIII-600MHz
stand-alone server with a minimum of 256MB RAM and 100 MB free disk
space for application files.
Installation Guide
1–5
Where to Now?
Optional Workstation Hardware
•
Barcode Reader—Keyboard wedge interface.
•
MSR (Magnetic Stripe Reader) Swipe Device—Keyboard wedge
interface.
•
Display Pole—Serial interface.
•
Cash Drawer—Serial or parallel BEL interface or Epson emulation
device.
•
Receipt Printer—Serial or parallel interface using an MS Windows
printer driver.
•
Weight Scale—Serial interface.
For the most current list of supported hardware, refer to: Appendix B in
this manual and to
http://support.accpac.com/partners/ePOSResources/SupportedHardware.asp
Where to Now?
Proceed to Chapter 2, “Preparing Sage Accpac ERP,” for instructions on
preparing your accounting data for integration with Sage Accpac ePOS.
Proceed to Chapter 3, “Installing and Setting Up the Sage Accpac ePOS
Server,” for instructions on installing and setting up Sage Accpac ePOS
Server, choosing options and adding registers and users.
Read Chapter 4, “Setting Up Workstations at Local and Remote Locations,”
for instructions on setting up workstations.
1–6
Sage Accpac ePOS
Chapter 2
Preparing Sage Accpac ERP
ERP Modules Required by ePOS ...........................................................
Setting Up ERP for ePOS...................................................................
Bank Services ..........................................................................
General Ledger.........................................................................
Accounts Receivable ...................................................................
Accounts Payable ......................................................................
Inventory Control ......................................................................
Order Entry ............................................................................
ePOS Order and Credit Note Numbering ...........................................
Serialized Inventory / Lot Tracking ....................................................
Warehouse Management System ......................................................
A Short Description of Sage Accpac ePOS Transactions ...................................
Matching Credit Notes and Debit Notes ................................................
Transactional Rounding ................................................................
General Differences between Sage Accpac ePOS and ERP .............................
Where to Now? ............................................................................
Installation Guide
2–1
2–1
2–2
2–2
2–3
2–4
2–4
2–5
2–5
2–6
2–6
2–7
2–8
2–8
2–8
2–9
2–i
Chapter 2
Preparing Sage Accpac ERP
•
The following sections explain how to set up Sage Accpac ERP to work
properly with Sage Accpac ePOS, and detail all of the transactions
created by Sage Accpac ePOS Server in Sage Accpac ERP.
•
You could think of Sage Accpac ePOS as a virtual accounting clerk
entering Accounts Payable, Accounts Receivable, Inventory Control,
and Order Entry transactions directly into Sage Accpac ERP. In order to
do this, however, it requires a number of General Ledger accounts, as
well as particular settings and records in other Sage Accpac ERP
modules.
Sage Accpac ERP Modules Required by ePOS
Sage Accpac ePOS integrates with the following Sage Accpac ERP
modules:
•
System Manager
•
Accounts Payable
•
Accounts Receivable
•
Inventory Control
•
−
Serialized Inventory—optional
−
Lot Tracking—optional
−
Warehouse Management System—optional
Order Entry
The next sections list the steps for preparing each one of these modules.
Setting Up Sage Accpac ERP for ePOS
You must set up or choose various accounts, records, and options in Sage
Accpac ERP modules before you install Sage Accpac ePOS.
Installation Guide
2–1
Setting Up Sage Accpac ERP for ePOS
Bank Services
Sage Accpac ePOS creates bank transactions to account for overages and
shortages that appear when you cash out tills.
Overage/Shortage Transaction Type. You must specify the bank
entry transaction type associated with till overages or shortages.
For example, you could define a transaction type called OVSH.
Bank for Gift Card Redemptions. You must create a dummy bank and
specify the general ledger Gift Card/Gift Certificate Clearing account as
the bank account if you want to use gift cards or gift certificates. (See the
Gift Card/Gift Certificate Clearing account, below.)
Gift card and gift certificate purchases credit the Gift Card/Gift Certificate
Clearing account and debit cash. Gift card and gift certificate redemptions
credit the appropriate sales accounts, and use the dummy bank to debit
the Gift Card/Gift Certificate Clearing account.
General Ledger
Sage Accpac ePOS creates transactions for several General Ledger
accounts, some of which will have to be added specifically for ePOS.
ePOS Clearing Account. This account (usually a liability account) is
used for cash returns and change to customers. For multicurrency
companies, this account should be set to accept all company currencies.
Gift Card/Gift Certificate Clearing Account. This is a suspense
account (usually a liability account) that is used to register the sale of gift
cards or gift certificates to customers. The account is cleared by the
prepayment posted through Order Entry when the gift card or gift
certificate is redeemed.
Overage / Shortage Accounts. You must have at least one account to
accept any overages or shortages that appear when you cash out
individual tills. You can use the same accounts for all tills in your business,
or you can specify different accounts for each register that you install—
and use a different register account for each till.
ePOS creates Bank Services adjustments to record till overages and
shortages.
Petty Cash Expense or Clearing Accounts. ePOS creates an A/P
manual check for petty cash entries. The Petty Cash Expense or Clearing
Account takes the credit entry for the transaction.
Currency Rounding Transactions Account (add if rounding transaction
amounts). If you round currency (for example, to the nearest $.05) use
this account for transaction rounding adjustments.
2–2
Sage Accpac ePOS
Setting Up Sage Accpac ERP for ePOS
The G/L Rounding account must accept each currency that requires
rounding.
Currency Adjustments Rounding Account. If you have a
multicurrency system, add a multicurrency account for the Order Entry
Currency Adjustment Miscellaneous Charge. This charge is used to match
order totals to payment amounts on multicurrency transactions.
Accounts Receivable
Check the following points in Accounts Receivable and add any necessary
records:
A/R Options. Choose the option Allow Edit of External Batches so Sage
Accpac ePOS can add Accounts Receivable entries.
Cash Customer. Create a default customer record that will be used for
cash sales. You can create more than one standard customer record if you
want to break down customer sales further or if you want to assign
different categories of sales to different price lists (such as club members,
seniors, children, tourists, etc.).
Assign Customers to Price Lists. Because Sage Accpac ePOS uses
price lists for item pricing, you must make sure that all A/R customers are
attached to an inventory price list.
EPOS A/R Distribution Code. Create a distribution code called “EPOS,”
and choose the ePOS Clearing account as its revenue account.
ONACCT Receipt Type. Create a receipt type called “ONACCT.” ePOS
will not create an A/R Receipt transaction for any sales that use this
receipt type. Note that the ONACCT receipt type must use the “other”
payment method.
DEBIT Receipt Type. Create a receipt type called “DEBIT” in order for
ePOS to recognize debit card processing software.
Gift Card and Gift Certificate Receipt Types. Create receipt types for
redeeming gift cards and gift certificates, if you use them. (Generally, you
would create one for cards and one for certificates.)
ePOS creates receipt batches based on receipt types (it calls them
Payment Types), and the gift card and gift certificate receipt type will use
the bank for gift card redemptions.
Optional Fields. Set default values (or allow blanks) for all optional
fields, or make sure that they do not require validation.
Installation Guide
2–3
Setting Up Sage Accpac ERP for ePOS
Accounts Payable
A/P Options. Choose the option Allow Edit of External Batches so Sage
Accpac ePOS can add Accounts Payable entries.
EPOS A/P Distribution Code. Create a Distribution Code called “EPOS”
and specify the ePOS Clearing account in the G/L Account number field.
This account is used to balance Bank Services for returns and distributed
change.
RTRX Currency Rounding Distribution Code. If you do currency
rounding, create a Distribution Code called “RTRX” and specify the
Currency Rounding Transactions G/L account.
You will also create an RTRX Miscellaneous Charge in Order Entry that will
use the same G/L account.
CADJ Multicurrency Adjustment Distribution Code. If you have a
multicurrency system, create a Distribution Code called “CADJ” and
specify the G/L account for multicurrency order adjustments.
You will also create a CADJ Miscellaneous Charge in Order Entry that will
use the same G/L account.
Optional Fields. Set default values (or allow blanks) for optional fields
that appear in manual checks, or make sure that they do not require
validation.
Inventory Control
Inventory Control Price Lists. Sage Accpac ePOS uses Inventory
Control price lists for item pricing, so you must make sure that all items
are attached to a default price list.
Optional Fields. Set default values (or allow blanks) for optional fields
that appear in shipments or shipment details, or make sure that they do
not require validation.
Inventory Category for Gift Cards and Gift Certificates. The gift
card/gift certificate category sales account is the Gift Card/Gift Certificate
Clearing account mentioned earlier (and should be a prepayment liability).
You can use the same account for the returns account.
Inventory categories determine the item sales account and the taxes
which apply to the inventory items. As part of the inventory category, you
must specify a cost of goods sold account, a cost variance account, and a
damaged goods account, but these accounts are not used.
2–4
Sage Accpac ePOS
Setting Up Sage Accpac ERP for ePOS
If you use categories, the category for gift cards/gift certificates must not
be taxable (otherwise you will charge tax twice).
Inventory Account Set for Gift Cards and Gift Certificates. You must
add an account set with a user-specified costing method, if you do not
already have one. Non-stock items require user-specified costing.
The main account in the set that will be used is the non-stock clearing
account, which is credited when you sell gift cards, and debited if they are
returned or redeemed.
Inventory Items for Gift Cards and Gift Certificates. These are the
non-stock items that are used for gift cards and gift certificates, and are
identified as gift cards or certificates in the ePOS Server Gift Card Setup
form.
Each time you sell a gift card or certificate, you are prompted to add the
card/certificate information to the ePOS Server database.
Order Entry
RTRX Miscellaneous Charge code. Create a non-taxable Miscellaneous
Charge Code called “RTRX” and select the Rounding Transactions account
for the G/L account. (This account must match the one specified for the
Accounts Payable Distribution Code.)
If you need more than one rounding charge code, you must also create a
matching A/P distribution that has the same code.
CADJ Currency Adjustment Miscellaneous Charge code. If you
process transactions in more than one currency, create a non-taxable
Miscellaneous Charge Code (CADJ) for adjusting order totals to match the
payment amounts on multicurrency transactions. Make sure that the
miscellaneous charge uses the same multicurrency G/L account specified
for the A/P currency adjustment distribution code. (Note that the
miscellaneous charge code and the A/P distribution code must be the
same.)
Optional Fields. Set default values (or allow blanks) for all optional
fields, or make sure that they do not require validation.
ePOS Order and Credit Note Numbering
When you set up companies in ePOS Server, you also specify the length of
the order numbers and credit numbers that you want ePOS to generate
for the Order Entry program. Order and credit note numbers in ePOS do
not have to match the length of numbers in Order Entry.
Installation Guide
2–5
Setting Up Sage Accpac ERP for ePOS
ePOS creates order numbers with the following structure:
<EPOS><register number><Order number>
The register number is always 4 characters, and the order number can
have from 4 to 14 characters (for example, EPOS00010000001).
ePOS creates credit note numbers with the following structure:
<ECRN><register number><credit note number>
The register number is always 4 characters, and the credit note number
can have from 4 to 7 characters (for example, ECRN00010000001)
Serialized Inventory / Lot Tracking
Sage Accpac ePOS can also integrate with the Serialized Inventory and Lot
Tracking modules.
The only difference between the Serialized Inventory/Lot Tracking version
of ePOS and the standard version is that the serialized version prompts
you for serial/lot numbers whenever you process a sale containing
serialized items or items from lots.
Note: If you use Serialized Inventory or Lot Tracking, make sure
that you install the correct version of ePOS workstation.
Also note that Serialized Inventory or Lot Tracking must be installed and
fully functional (with quantities on hand with open, active serial numbers
or assigned to lots) before you set up Sage Accpac ePOS.
Warehouse Management System
You can also use ePOS with Sage Accpac WMS. If you do, however, you
must turn off invoicing in ePOS Register Setup.
Once you enter orders using ePOS, you retrieve the order in WMS, post it,
and then process shipments and invoices as you normally would in Sage
Accpac WMS.
2–6
Sage Accpac ePOS
A Short Description of Sage Accpac ePOS Transactions
A Short Description of Sage Accpac ePOS
Transactions
This section provides a brief overview of ePOS transaction processing. See
the Sage Accpac ePOS Administrator Guide for a complete description of
ePOS and Sage Accpac ERP transaction flow.
When you process a cash sale in Sage Accpac ePOS:
•
ePOS creates an order in Sage Accpac Order Entry.
•
A prepayment is applied to the Order Entry order, which is then added
to an Accounts Receivable receipt batch.
•
Inventory decreases in Inventory Control.
•
An Order Entry invoice is created.
When you process a return in Sage Accpac ePOS:
•
Returns that reference invoice/order numbers create a credit note in
Order Entry that references the order/invoice number.
•
Returns without invoice/order numbers create a credit note in Order
Entry with no reference.
•
Inventory increases in Inventory Control.
Payment in Sage Accpac ePOS:
•
Payments against an order/invoice are entered as Order Entry
prepayments, and can be found in the Accounts Receivable Receipt
Batch.
•
On-account payments are directly entered into Accounts Receivable
batches.
•
ePOS can only add to open batches. If there are no open batches
available, ePOS will create a new batch with the header name based
on the receipt batch templates defined in Sage Accpac ePOS Server.
•
For multicurrency companies and single currency companies with the
Cash Back/Change Batches option enabled, Sage Accpac ePOS enters
amounts in Sage Accpac ERP in the following ways:
−
Any payment amount over the invoice amount will create a
miscellaneous receipt in an Accounts Receivable receipt batch with
the description “ePOS CHANGE.”
−
Any change returned to the customer will create an Accounts
Payable manual check entry to affect Bank distribution.
Installation Guide
2–7
A Short Description of Sage Accpac ePOS Transactions
•
For returns, ePOS creates a manual Accounts Payable check entry to
affect the Bank distribution.
ePOS also creates a debit note for the return that essentially moves
the credit from A/R to the ePOS Clearing account when you run the
Sage Accpac ePOS Clearing Macro (see the next section).
Matching Credit Notes and Debit Notes
The Sage Accpac
ePOS Clearing
Macro
The Sage Accpac ePOS Clearing Macro automatically matches credit notes
and debit notes that are created when you process a return at the
register. The Clearing Macro lets you apply the debit notes to credit notes
by inserting the credit note number referenced in the comment field of the
debit note into the debit note’s Apply To field.
Credit notes are placed in Sage Accpac Accounts Receivable invoice
batches when you run Day End Processing in Inventory Control.
For more information on the Sage Accpac ePOS Clearing Macro, see the
Sage Accpac ePOS Administrator Guide.
Transactional Rounding
The transactional rounding feature is available for countries that round
cash totals based on the currency’s lowest available denomination.
For example, $0.01 is unavailable in Australia. As such, totals of $10.01 or
$10.08 are rounded to $10.00 and $10.10, respectively.
To adjust for transactional rounding, ePOS adds a negative or positive
non-taxable Miscellaneous Charge line item to the transaction for the
difference in rounding.
General Differences between Sage Accpac ePOS and Sage
Accpac ERP
Note the following differences between ePOS and Sage Accpac ERP:
2–8
•
If a customer buys an item and fully pays for it at the same time, the
invoice generated for Accounts Receivable will have no early payment
terms. However, if the item is purchased on account, the customer’s
regular payment terms will appear on the invoice.
•
Multicurrency companies (and single currency companies that use the
Cash Back option) will have multiple Accounts Receivable receipt
batches and an Accounts Payable batch to reconcile to bank deposits
for all change or funds disbursed.
Sage Accpac ePOS
Where to Now?
For example:
Example 1
Suppose you invoiced a customer for $10.00 USD. The customer pays
you $20.00 CDN, which, when the exchange rate of 0.750 is applied,
works out to $15.00 USD. The customer receives $5.00 USD change.
In this case, you must deposit $20.00 CDN, and take $5.00 USD out of
your float.
Example 2
Suppose the invoice is for $10.00 USD. The customer pays $50.00
USD on debit, and wants $40.00 USD cash in change.
In this case, you must deposit the whole $50.00 USD into your bank
(which could be your Credit Card Bank account), and take $40.00 US
cash from your float (which could be your Cash Bank account).
For further information, refer to the Sage Accpac ePOS Administrator
Guide.
Where to Now?
If you have added the accounts to Sage Accpac ERP, you are ready to
move on to Chapter 3, “Installing Sage Accpac ePOS.”
For more information on Sage Accpac ePOS accounting entries, see the
Sage Accpac ePOS Administrator Guide.
Installation Guide
2–9
Chapter 3
Installing and Setting Up
Sage Accpac ePOS Server
Logon Account for the ePOS Server Windows Service ..................................... 3–2
Installing ePOS Server ..................................................................... 3–3
Before You Start ....................................................................... 3–3
Installing Sage Accpac ePOS Server ................................................... 3–4
Changing the Logon Account for ePOS Server ......................................... 3–6
Installing Sage Accpac ePOS Register Licenses............................................ 3–7
Activating Sage Accpac ePOS in ERP ...................................................... 3–9
Starting Sage Accpac ePOS Server ....................................................... 3–10
Logging In ............................................................................ 3–10
Setting Up ePOS Server .................................................................. 3–11
Editing ePOS Server Settings ......................................................... 3–11
Adding Companies to ePOS Server ................................................... 3–13
Adding Receipt Batch Templates ...................................................... 3–20
Setting Up Barcodes .................................................................. 3–22
Choosing the Bar Code Type ...................................................... 3–24
Barcode Mapping .................................................................. 3–25
Importing Bar Codes .............................................................. 3–29
Additional Notes Regarding Bar Codes ............................................ 3–31
Setting Up Currency Definitions ...................................................... 3–31
Setting Up Registers on the Server ................................................... 3–33
Adding Users and Groups ............................................................. 3–39
Adding Groups .................................................................... 3–40
Adding Users ...................................................................... 3–43
Updating ePOS Register Databases with ePOS Server and ERP Data ................. 3–46
Setting Up the Sage Accpac ePOS Clearing Macro........................................ 3–48
Creating a Shortcut to the Clearing Macro ............................................ 3–48
Error Logging ......................................................................... 3–48
Where to Now? ........................................................................... 3–49
Installation Guide
3–i
Chapter 3
Installing and Setting Up
Sage Accpac ePOS Server
This chapter provides instructions for performing the following tasks:
•
Installing Sage Accpac ePOS Server
•
Activating ePOS in Sage Accpac ERP
•
Installing the Register License software
•
Setting up ePOS Server
−
Adding companies, receipt batches templates, credit cards, bar
codes, and currency definitions
−
Setting up registers
−
Adding users and user groups
−
Updating the ePOS database for register use
Sage Accpac ePOS Server can be installed with Sage Accpac ERP in
several different configurations, depending on where you have set up
Sage Accpac programs and data.
Register
ePOS
Server
Sage Accpac
ERP Server
LAN
WAN /
Internet
Register
Register
Register
A typical Sage Accpac ePOS configuration.
For example, you can install the Sage Accpac ePOS Server on the same
server as the Sage Accpac ERP programs and database, or, you can install
the ePOS Server on a high-performance server with a fast connection to
the Sage Accpac ERP database.
Installation Guide
3–1
Logon Account for the ePOS Server Windows Service
Note the following points regarding ePOS Server installation:
You must be able
to run Sage Accpac
on the ePOS
Server machine
•
You must be able to run Sage Accpac ERP on the computer where
ePOS Server is installed. In other words, you must either install Sage
Accpac ERP on the ePOS Server machine, or you must run Sage
Accpac ERP’s workstation setup on the computer.
Specify Sage
Accpac paths using
UNC path names
•
If ePOS Server is not installed on the same computer as Sage Accpac
programs, make sure that the path to your Sage Accpac program files
is specified using a Universal Naming Convention (UNC) path name.
The Sage Accpac paths are stored in the Registry under
HKEY_LOCAL_MACHINE\SOFTWARE\Sage Accpac International,
Inc.\Sage Accpac\Configuration.
ePOS Service logon
account must have
sufficient rights
•
The logon account used by the ePOS Server service must have
sufficient access rights. It should also have a password that doesn’t
expire.
Different ePOS
Server for
Serialized
Inventory and
Lot Tracking
•
Note that ePOS Server comes in two versions:
−
Standard version. For Sage Accpac installations that do not use
Serialized Inventory or Lot Tracking.
−
Serialized
version. For Sage Accpac Installations using Serialized
Inventory or Lot Tracking.
Logon Account for the ePOS Server Windows
Service
The ePOS Server installation script performs the following tasks:
•
Adds the ePOS Server as a Windows service on the computer where
you installed it.
•
Sets the service Logon Account to the Local System account.
•
Sets the service to automatic startup.
•
Starts the ePOS Server Windows service.
•
Adds the PF55A program directory to the Sage Accpac ERP installation.
If the ePOS Server is installed on the same computer as Sage
Accpac ERP programs, you can leave the logon account as the Local
System account.
3–2
Sage Accpac ePOS
Installing ePOS Server
Change the logon
account if different
computers
If ePOS Server is not installed on the same computer as Sage
Accpac, the logon account must be changed to an account with sufficient
access rights on the ePOS Server computer and on the ERP computer.
Installing ePOS Server
This section takes you through the steps for installing the Sage Accpac
ePOS Server. For a complete list of the steps, see the ePOS Setup
Checklist at the back of this guide.
Before You Start
Prepare Sage Accpac ERP. Follow the instructions in chapter 2 to set
up Sage Accpac ERP for ePOS Server.
Make sure that you can run Sage Accpac. Make sure that you can run
Sage Accpac ERP on the computer where you are installing Sage Accpac
ePOS Server. If you cannot run Sage Accpac ERP, you must run Sage
Accpac’s Workstation Setup program.
Make sure that server ports 5059 and 5060 are accessible. The
transaction server port and the data update port on the server (by default
ports 5059 and 5060) must be accessible via TCP/IP on the Internet or
company intranet). Installing XP service pack 2 will disable these ports.
Make sure that you log on with sufficient login rights to install
Sage Accpac ERP programs. If Sage Accpac ERP is on a different
machine, make sure that you log on to the ePOS Server machine with
sufficient rights to also install program files on the Sage Accpac ERP
server.
Check for UNC path names if Sage Accpac ERP is installed on a
different computer. If UNC path names are not currently used, change
the path for the Sage Accpac ERP Program Files and Shared Data
directories in the Windows registry.
You can find the Sage Accpac ERP paths in the following location:
HKEY_LOCAL_MACHINE\SOFTWARE
\ACCPAC International, Inc.\ACCPAC\Configuration
The UNC format is:
\\computername\sharefolder\Sage Accpac\programs
If Sage Accpac is installed on the same workstation or server, use the
drive letter (for example, c:\program server); do not use UNC.
Installation Guide
3–3
Installing ePOS Server
Decide on a logon account for ePOS Server. If Sage Accpac ERP is
installed on a different computer than the ePOS Server, you must change
the service logon account after you install Sage Accpac ePOS Server.
Choose or create the logon account before you install Sage Accpac ePOS.
Activation code
Get Activation Codes for the ePOS Server and for Register
Licenses. You need activation codes to use Sage Accpac ePOS; however,
you can use ePOS for up to 30 days while awaiting your codes.
Set up Serialized Inventory / Lot Tracking. Sage Accpac ePOS can
also integrate with the Serialized Inventory and Lot Tracking modules. The
only difference between the Serialized Inventory/Lot Tracking version of
ePOS and the standard version is that the serialized version prompts you
for serial/lot numbers whenever you process a sale containing serialized
items or items assigned to a lot.
Note: Serialized Inventory or Lot Tracking must be installed and
fully functional (with quantities on hand and open, active serial
numbers) before you set up Sage Accpac ePOS.
Installing Sage Accpac ePOS Server
Make sure that you have adequate logon account permissions to install.
Administrator to
install software on
ePOS and Sage
Accpac ERP servers
•
The installer must be an administrator on the target computers in
order to install any software at all—including the ePOS Server and the
Sage Accpac ERP programs.
To install ePOS Server:
1. Follow the instructions on the installation screens, to navigate to the
screen that lets you install Sage Accpac ePOS components.
2. If you use Serialized Inventory or Lot Tracking, select ePOS Server
Serialized Edition. Otherwise, select ePOS Server Standard Edition.
The installation wizard appears:
3–4
Sage Accpac ePOS
Installing ePOS Server
3. Click Next.
The program displays the License Agreement screen.
4. After reading the License Agreement, click the option to accept it, and
then click Next.
The following screen appears, letting you choose the destination folder
for program files for the service on the ePOS Server machine:
5. Click Next to install Sage Accpac ePOS Server to the default folder.
The Activation screen appears, and gives you three options:
•
I need an activation code
•
I have an activation code
•
I will register within 30 days
6. Select the option that applies to you, and then click Next.
7. On the Sage Accpac Activation or Sage Accpac Activation Request
window that appears, enter your activation information in the fields
provided, and then click Next.
Installation Guide
3–5
Installing ePOS Server
8. The following screen appears:
9. On the Select Program Folder screen, click Next to create the program
icon in the default folder.
10. On the next screen that appears, click Install.
11. When installation is complete, click Finish.
Note: We strongly recommend that you restart your computer
after installing Sage Accpac ePOS Server.
Changing the Logon Account for ePOS Server
If Sage Accpac ERP programs are installed on a different computer than
Sage Accpac ePOS Server, you must change the logon account for the
ePOS Server service.
The installation program installs ePOS Server specifying the Local System
account. If ERP is installed on a different computer, you must change this
to an account with Administrative rights on the ePOS Server computer and
on the Sage Accpac ERP computer.
3–6
Sage Accpac ePOS
Installing Sage Accpac ePOS Register Licenses
To change the logon account for ePOS Server:
1. From the Windows Start List of the computer where you installed ePOS
Server, choose:
Programs/Administrative Tools/Services
2. Select and open the ePOS Server service:
3.
On the Logon tab, select This Account, and enter the Logon ID that
you want to start this service. (The ePOS Server domain account
should have a password that does not expire.)
4. Click OK, and then Stop and Restart the ePOS Server to make sure
that the new Iogon account works properly.
Installing Sage Accpac ePOS Register Licenses
Sage Accpac ePOS Registers are licensed by running the ePOS Register
License installation.
You need activation codes for Register Licenses, but you can use ePOS
Registers for up to 30 days while awaiting your codes.
Installation Guide
3–7
Installing Sage Accpac ePOS Register Licenses
To add Sage Accpac ePOS Register licenses:
1. Follow the instructions on the installation screens, to navigate to the
screen that lets you install Sage Accpac ePOS components.
2. If you use Serialized Inventory or Lot Tracking, click Serialized Edition
Register Licenses for ePOS Serialized. Otherwise, click Standard
Edition Register Licenses for ePOS Standard.
3. Click the option for the license you are registering (1-, 5-, 10- or 20unit), then click Next to begin the installation process.
The program displays the installation wizard:
4. Click Next.
5. After reading the License Agreement, click the option to accept it, and
then click Next.
6. On the Sage Accpac ePOS Activation window that appears, select the
option that applies to you, and then click Next.
7. On the Sage Accpac Activation/Sage Accpac Activation Request
window, enter your activation information in the fields provided, and
then click Next.
8. Click Install to install the Register Licenses. The following message will
then appear:
3–8
Sage Accpac ePOS
Activating Sage Accpac ePOS in ERP
9. Click Next. The program will stop and start the ePOS Server.
When installation is complete, the program displays the following
window:
10. Click Finish to quit the installation wizard.
Activating Sage Accpac ePOS in ERP
Sage Accpac ePOS maintains some of its data—such as loyalty point
account information, gift card information, and transaction history—in the
ERP database. This means that you must activate ePOS in Sage Accpac
ERP before you can set up the ePOS Server.
To activate Sage Accpac ePOS:
1. Start Sage Accpac ERP using an Administrator’s user ID.
2. Double-click the Data Activation icon in the Administrative Services
folder.
Installation Guide
3–9
Starting Sage Accpac ePOS Server
Data Activation
dialog box
Select ePOS
3. Select Sage Accpac ePOS from the Data Activation list, and then click
the Activate button. The following form appears:
Activation
4. Click Proceed. As activation proceeds, a message appears telling you
that tables are being created.
When you have finished activating Sage Accpac ePOS, you return to
the Data Activation dialog box.
5. Click Close.
Starting Sage Accpac ePOS Server
Once you installed ePOS Server and added Register Licenses, you can
logon to the server using a browser on the ePOS Server machine, or from
another computer if you know the ePOS Server IP address.
Logging In
1. Start ePOS Server Remote Administration in one of the following ways:
•
Or
3–10
Sage Accpac ePOS
Choose Sage Accpac f ePOS f Server f ePOS Server Remote
Admin from the Windows Start List.
Setting Up ePOS Server
•
Start an Internet Browser such as Internet Explorer on the
computer containing ePOS Server, and enter the following address
to call port 5063 on the local machine:
http://127.0.0.1:5063
Your browser will start Java and ask if you want to trust a signed
applet distributed by Best Software (or, possibly, Sage or Sage
Accpac).
2. Choose Always to allow all ePOS applets to be loaded.
The browser will connect to the ePOS server, and then display the
Sage Accpac ePOS logon form.
3. In both the User ID and Password fields, type ADMIN, and then click
the Login button.
The ADMIN login gives you rights to all Server maintenance screens.
Setting Up ePOS Server
The first task when setting up the ePOS Server is to enter the server
settings.
Editing ePOS Server Settings
To enter or change ePOS Server settings:
1. Log on to the ePOS Server (following the instructions in the last
section).
2. Choose the Settings icon in the left column, and then choose the
Server Setup icon from the top row.
Installation Guide
3–11
Setting Up ePOS Server
The following form appears:
3. Change the server settings as required for your installation.
Note that registers must be able to communicate with the server via
TCP/IP on four ports. If you are communicating with registers through
a firewall, you must provide access to these ports on the server.
Server Key. Enter a server key (for example, EPOS) to act as a
password when logging on to the ePOS Server from individual
registers.
You enter this server key, along with a valid register key, when
activating registers to ensure that only authorized registers are
installed.
By default (and in this Guide), “EPOS” appears as the Server Key.
Server IP. Enter the IP address of your server. If you are on a local
area network, you can specify the IP address or UNC computer name
of your server.
Transaction Server Port. This is the number of the port that the
server and register will use to relay transactions.
The default server port is 5059.
Data Update Port. This is the number of the port on the server that
the register will use to download data and update files.
The default update port is 5060.
Administration Port. This is the number of the port on the server
that the register will use to run the Remote Administration applet.
The default administrator port is 5061.
Status Port. This is the number of the port on the server that the
register can use to view server status information.
3–12
Sage Accpac ePOS
Setting Up ePOS Server
The default status port is 5062.
Timeout (Seconds). Enter the amount of time, in seconds that must
elapse before a communication error is reported to the register.
The default timeout is 30 seconds.
Retry Limit. Enter the number of times the register can try to resend
data if there is a “busy” signal.
The default retry limit is 3.
Pay Interval (Minutes). Enter the number of minutes between
checks to see whether Sage Accpac ePOS can update Sage Accpac ERP
with payments. The minimum pay interval is three minutes.
Payments into Accounts Receivable are not multithreaded, so ePOS
places payments in a queue and checks with A/R check entry at the
intervals you choose to see if it can proceed. It will also check A/R
when you start the service.
Tip
To process payments manually, you can stop, and then start the
service using the Services administration window.
Applet Page. This is the name of the HTML page that displays the
various tasks performed by the ePOS Server applet (that is, for the
applet that you are currently running).
The default page RemoteAdminApplet.html.
Applet Port. This is the number of the port on the server that
provides access to the ePOS Server applet.
The default applet port is 5063.
4. If you change any of the Server settings, click Save, and then click
Close.
Adding Companies to ePOS Server
Sage Accpac ePOS Server lets you set up users and registers for multiple
ERP companies in a single ePOS Server installation.
You add Companies, and some basic company information, using the
Company Settings icon in the ePOS Server applet.
To add a company to ACCAC ePOS Server:
1. Log on to the ePOS Server (following the instructions in the last
section).
Installation Guide
3–13
Setting Up ePOS Server
2. Choose the Settings icon in the left column, and then choose the
Company Setup icon from the middle row.
The following form appears:
3. Click the new button beside the Company field, and then enter an ID
code for the company.
In our example, we’ve used the 6 character Database ID assigned to
the ERP company database. (The multicurrency sample data ID is
SAMLTD.)
4. In the Sage Accpac Database ID field, click the Down Arrow.
Sage Accpac ePOS Server finds the Sage Accpac ODBC data sources
set up for the Sage Accpac databases. Select the company database
that you want.
If the ePOS Server can’t find your Sage Accpac databases, see
Appendix A for information on troubleshooting the problem.
5. Once you select a company database, fill in the rest of the Company
form as follows:
3–14
Sage Accpac ePOS
Setting Up ePOS Server
Sage Accpac tab
Sage Accpac User. Enter the Sage Accpac ERP User ID that you
want ePOS Server to use when logging on to ERP.
Make sure that the user ID you choose has adequate rights to all of
the Sage Accpac applications used by ePOS.
Sage Accpac Password. Enter the password for the User ID. Set the
password in ERP so it won’t expire.
DSN. This is the Data Source Name for the ODBC connection to your
data. Once you click the Save button, ePOS Server will attempt to
connect to your Sage Accpac database through the ODBC datasource,
and will enter the name here if successful.
DSN Username and DSN Password. If you are connecting to a
DB2, SQL Server, or Oracle database, you must provide a DSN
Username and password. You may or may not have to provide this
information if you are connecting to a Pervasive.SQL database
(depending on how the data source was set up).
Shema. If connecting to a DB2 database, enter the schema here. If
connecting to SQL Server, this is the database name, and, if
connecting to Oracle, this is the database username. Pervasive
databases do not use this field.
DBALIAS. If connecting to a DB2 database, ePOS requires the
DBALIAS in order to print reports properly. Enter the value for the
DBALIAS parameter shown in the ODBC Datasource Administrator.
Order Number Segment Length. This setting lets you specify the
length of the order numbers that you want ePOS to generate for the
Order Entry program. The length does not have to match the length of
numbers that you currently use in O/E.
Sage Accpac ePOS order numbers are structured as follows:
<EPOS><register number><Order number>
The register number is always 4 characters, and the order number can
have from 4 to 14 characters (for example, EPOS000100001 uses a 5
character order segment length).
Credit Note Segment Length. This setting lets you specify the
length of the credit note numbers that you want ePOS to generate for
the Order Entry program. The length does not have to match the
length of numbers that you currently use in O/E.
Sage Accpac ePOS credit notes are structured as follows:
<ECRN><register number><credit note number>
Installation Guide
3–15
Setting Up ePOS Server
The register number is always 4 characters, and the credit note
number can have from 4 to 7 characters (for example,
ECRN000100001 uses a 5 character credit note segment length).
Use Summary Transactions. If you choose this setting, ePOS
registers:
•
Run in offline mode (collecting all transactions locally on the
workstation).
•
Consolidate all transactions by A/R customer account (and
exchange rate for multicurrency systems) for each till at Cashout,
and send all data to the server.
Detailed invoices are saved in ePOS history tables in the ERP database.
This setting reduces the amount of data sent between the registers
and ePOS Server and lowers the number of orders, invoices, and
receipts posted in ERP.
Timers tab
Enable Time. Choose this option if you want ePOS Server to get
updates from the ERP company database automatically.
ePOS Server maintains a master register database of item and
customer information for updating registers with ERP data. This
register database is downloaded to ePOS workstations when you
activate a register.
You can update the master database on the ePOS Server manually,
using the Database Update form in ePOS Server, or you can have
ePOS Server update the database automatically throughout the day.
Timer Settings — Start and End Time. Enter a starting and ending
time (including AM and PM settings) to specify the period during which
ePOS Server will get updates from the ERP company database.
Generally, the start time should be before the Registers log on in the
morning (so they can download an updated database), and you would
stop updates when the retail locations are closed.
Set timers to
update the master
database first
If you use timers to update the Register databases, make sure that
the Company Setup timers update the master databases before the
Register Setup timers download them to the workstations.
6. Update Settings. Choose one of the following update settings,
depending on whether you want to update only at specific times.
•
3–16
Sage Accpac ePOS
Interval. If you want to update at intervals throughout the day
(for example, to keep inventory information up to date), specify a
time range, and then select a time interval (say, 1 hour) in the
field to the right.
Setting Up ePOS Server
•
Select Times. If you want to update at particular times in the
day—for example, at the beginning of each day and at lunchtime—
choose Select Times and use the Add button to add the times when
you want ePOS Server updated.
To delete a previously selected time, click the time on the grid (for
example, 2:00 AM), and then click the Delete button.
Save before adding
Petty Cash
accounts
7. Choose the Save button to save your company information before
going on to the next tab and adding Petty Cash accounts.
•
Petty Cash tab
You must add and save the company information before you can
look up accounts in ERP and add them to the Petty Cash tab.
Petty Cash. ePOS lets you specify a number of petty cash expense
accounts that will be used for petty cash transactions by tills
throughout your organization. You choose the accounts from your
company’s ERP General Ledger, and you can assign an alternate
description to each account (such as a general description for the
expense).
a. Click the Add button to add an account. The following form
appears:
b. Click the Finder button to look up accounts.
c. Click Find Now to display the entire chart of accounts, or use the
Find By fields to specify a particular account or account group.
Installation Guide
3–17
Setting Up ePOS Server
d. Double-click the account that you want to select.
e. Click OK in the Add Petty Cash Account window.
f.
Click Save in the Companies window to save the company record
with the specified petty cash account.
You can add more petty cash accounts for specific register use when
you set up registers, if necessary.
Create receipt
batch templates
before completing
the last two tabs
8. If you have already created receipt batch templates, you can
continue to the next tab to add the bank entry information for creating
overage / shortage transactions when you close register tills.
If you have not created receipt batch templates, save your work,
and proceed to the next section, “Adding Receipt Batch Templates” (on
page 3-20).
Once you added at least one batch template for each currency you
use, you can come back and add over/shortage entry information and
assign service charges for currency rounding adjustments.
Over/Short Bank
Entry tab
Over/Short Bank Entry. ePOS also lets you specify bank transaction
types and accounts for entering any overage/ shortage amounts when
cashing out tills.
Like the Petty Cash accounts, you can add accounts here that are used
for the entire company, and you can add accounts for specific sites
when you set up registers.
a. Click the Add button to add an account. The following form
appears:
3–18
Sage Accpac ePOS
Setting Up ePOS Server
b. Choose entries for each of the fields on the form, using the Finders
as you did for the Petty Cash accounts.
Currency. You must specify the currency for the Over/Short Bank
Entry, because ePOS creates a separate entry for each currency in
your cash drawers.
Bank. Choose the bank to which this amount is debited or
credited.
Transaction Type. You must specify the bank entry transaction
type associated with entries for any till overages or shortages.
GL Account. Choose the general ledger account number that you
want to use for overages/shortages.
c. Click the Add button to add the Over/Short Bank Entry.
You can specify different accounts for specific register use when you
set up registers, if necessary.
Currency
Adjustments tab
Currency Adjustments Entry. Finally, if you are operating a
multicurrency system, you must also specify service charges to handle
rounding differences that arise when converting amounts in different
currencies to your own functional currency.
ePOS requires you to specify a service charge for each currency that
you use, so if you created batch templates for Canadian and US
dollars, you will specify a service change and account for each of these
currencies.
To specify the currency adjustment information:
a. Choose the first currency from the currency drop-down list, and
then choose entries for the other fields, as follows.
Currency. Select the currency for which you are specifying the
service charge.
Service Charge. From the drop-down list, choose the service
charge that you use for adjusting multicurrency transactions for
multicurrency rounding differences. Service charges are Order
Entry miscellaneous charges. You should have one charge to use
for each currency.
Installation Guide
3–19
Setting Up ePOS Server
GL Account. Specify the general ledger account number that you
use for currency adjustments. This account number should be the
same one that is specified in the miscellaneous charge record in
Order Entry.
b. Click the Save button to save the information for this currency.
c. Repeat steps a) and b) for each currency in your currency list.
9. Click Save in the Companies window to save the company record.
10. If you have another company to add, do that now; otherwise, you can
close the Companies window.
Adding Receipt Batch Templates
1. Batch templates provide an easy and efficient way to organize batches
by payment type, financial institution, and currency type.
2. You use the Receipt Batch Templates form to set up templates for
Sage Accpac ERP receipt batches using the appropriate payment type,
financial institution, and currency type for each listed company.
3. You must set up at least one receipt batch before you can add
registers.
For Sage Accpac ePOS Register to see payment types and
currencies, all POS currencies and payment types must be set up in a
batch template.
Note:
To add a receipt batch template to Sage Accpac ePOS Server:
1. Log on to the ePOS Server (following the instructions in the last
section).
2. Choose the Settings icon in the left column, and then choose the
Receipt Batch Setup icon from the middle row.
The following form appears:
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3. If necessary, click the Next arrow to the right of the Company field to
display the company code for your Company.
4. Click the Add button at the bottom to display the following form:
5. Fill in the fields on this form as follows:
Option Type. Specify whether to use this receipt batch template for
the whole company or just for one inventory location.
•
By Company. Choose this setting to use the receipt batch
template for all locations at a company.
•
By Location. Chose this setting to use this template for one
inventory location (specified below).
Also choose if you want to create separate receipt batches by register
and/or by till.
•
Use Register. Choose this setting to create receipt batches for
each register.
•
Use Till. Choose this setting to create separate receipt batches for
each till and/or register.
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Setting Up ePOS Server
Template. Enter a name for the receipt template. This : name
appears as the batch title/description on new Accounts Receivable
batches created using this ePOS template.
Location. If you selected the By Location option above, use the
Finder to choose the location.
If you selected By Company as the Option Type, this field will not be
available.
Bank. Use the Finder to choose the financial institution where these
receipts will be deposited (set up in Bank Services).
Currency. Use the Finder to choose the currency for this batch.
Note: In ERP, only one currency can be deposited into each
receipt batch; the same is true for Sage Accpac ePOS.
AP Clearance Code. Select the ERP A/P distribution code used for
change and cash back.
We recommend that you use the same G/L account as the Accounts
Receivable clearance code.
AR Clearance Code. Select the ERP A/R distribution code used for
change and cash back.
We recommend that you use the same G/L account as the Accounts
Payable clearance code.
Payment Type. Select (check) the payment types associated with
the type of batch. For example, you might select cash and check
payment types for a Cash batch.
6. Click the Save button and close the Add Receipt Batch Template
window.
7. Choose the Add button to add another receipt batch template, or
choose the Close button to close the Receipt Batch Templates window.
8. Close the Receipt Batch Templates window.
Setting Up Barcodes
A bar code reader scans bar codes and enters them just as if they were
typed on a keyboard. Bar code readers are just another way to enter item
numbers. You do not need to use bar codes or set them up before using
ePOS.
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Bar codes are
alternative item
numbers
ePOS Server bar codes are alternative item numbers for the items that
you sell or for miscellaneous charges. Typically, you add bar codes to
ePOS Server so you can handle store quantity discounts or special kits
that you don’t want to add to your company price structures or inventory.
•
You do not need to add bar codes in ePOS if ones set up in ERP (using
manufacturers’ item numbers) are sufficient for use by the Register.
ePOS reads the ERP manufacturers’ items table even if the bar code is
defined in ePOS Server.
Reading Sage
Accpac bar codes
Setting up ePOSonly bar codes
ePOS Register recognizes item numbers used in Sage Accpac Inventory
Control:
•
Inventory Control item numbers.
•
Inventory Control manufacturers’ item numbers.
You set up ePOS bar codes in ePOS Server, and use them only in ePOS
registers.
•
ePOS bar codes are similar to manufacturers’ item numbers in that
they let you specify the unit of measure as well as the item number;
however, with ePOS bar codes, you can also specify the following
items:
•
Quantity—to create a separately-priced item that’s based on a
quantity, or to create a unit of measure that isn’t in the ERP database.
•
Override Price—to assign an override price for special price item
grouping. Override Price is not required and should not be used for
single item barcodes.
Once a price is entered in this field, it automatically overrides all
pricing models from Sage Accpac.
•
Weighted—to specify that ePOS should read the item weight from
weight scales. (You must set up the register to use weight scales.)
When using a weight scale, it may be more efficient to create bar
codes with items marked “Weighted,” so the system automatically
reads the scale when it reads the bar code (rather than using the F2
function to edit the line and manually tell the system to read the
scale).
Note: ePOS Server automatically updates bar code information
from whatever source you designate whenever you update the
registers database on the server. You can then use eDownload to
update bar code information on each workstation.
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Setting Up ePOS Server
•
Each time you update the register database (using Database Update),
the ePOS Server will re-import bar codes if your bar code type involves
importing.
If you do not want to import bar codes with each database update, the
import file should be renamed or moved. Alternatively, for one-time
importing, you can select “Barcode Mapping” as the type, and then
select Import from the Barcode Editing screen.
Lookup order for
matching bar codes
When items are scanned at an ePOS register, ePOS performs the following
lookup sequence to find a match for the bar code:
1. Checks ePOS mapped bar codes.
2. Checks the manufacturer’s item number stored in ERP.
3. Checks the item number and miscellaneous charge numbers stored in
ERP.
Choosing the Bar Code Type
To choose how you want to use bar codes in ePOS Server:
1. Log on to the ePOS Server (following the instructions in the last
section).
2. Choose the Settings icon in the left column, and then choose the Bar
Codes icon from the middle row.
The following form appears:
3. Click the Next arrowhead on the right side of the Company field or use
the Finder to select the company code.
4. From the Barcode Type dropdown list, select one of the following
sources for ePOS bar codes:
Mapping. This choice lets you create a bar code table in ePOS Server
and map bar codes to ERP Inventory Control item numbers. Employees
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at local stores can use ePOS Remote Administration to update the bar
code mapping table.
This choice also lets you combine several Inventory items in a single
bar code (like kitting).
PBT. PBT for Windows is a product from MDJ Software that allows you
to manage bar codes within Sage Accpac ERP. When you choose PBT,
ePOS Server will update bar code information from Sage Accpac ERP
whenever you update the registers database on the server.
Library. This choice lets you import a set of ePOS bar codes from a
CSV file that’s formatted as a text file with the same structure as the
template CSV file provided in \ePOSServer\ Barcodes\.
Typically, you would set up a bar code CSV file by exporting Inventory
Item records to a CSV file and editing the file in a program like
Microsoft Excel.
Note: When the server updates data, it automatically draws updates
from the above sources, if they are in use.
Note also that bar code grouping is not available with PBT Barcode or
CSV file import options.
5. Click Save, and then Close to close the Bar Code Setup window.
6. Click OK in the Success dialog box that appears after you’ve saved the
settings.
See the following sections for instructions on using the source for your bar
codes.
Barcode Mapping
The bar code mapping choice allows you to create and edit a table to map
bar codes to particular items in your Inventory Control database, together
with item quantities, optional override prices, and product weights.
Mapping enables
barcode grouping
You can use bar code mapping to identify a group of inventory items with
a single bar code, which will be entered as multiple line items in ePOS
Register.
For example, you could set up patio furniture using the barcode 1234.
When you use the barcode in a sale, the ePOS Register program could
convert this to 1 patio table, 4 patio chairs, 1 umbrella, and 4 cushions.
Another way of using barcode grouping is to offer substitutions of items
sold as a package (for example, substituting red cushions for blue
cushions).
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Setting Up ePOS Server
To set up and edit a bar code mapping table:
1. Choose the Settings icon in the left column, and then choose the Bar
Codes icon from the middle row.
The following form appears:
2. Click the Next arrowhead on the right side of the Company field or use
the Finder to select your company.
3. If Mapping already appears in the Barcode Type field, go to step 4.
If you have not yet chosen the bar code type, choose Mapping From
the Barcode Type dropdown list, and click the Save button.
4. Choose the Mapping tab to display the following form:
5. Click the new button by the Barcode field to add a bar code to the bar
code table.
To edit an existing bar code, click the Next arrow or the Finder
button to display the bar code, and then double-click the item line.
To add another item to an existing bar code, display the bar code,
and then click the Add button.
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6. Type a bar code number into the Bar Code field, and click the Add
button at the bottom of the form. The Add Bar Code Item form will
appear:
7. Click the Finder button to choose the Inventory Control item to which
the bar code will apply.
8. Click Find Now, or use Find By to specify part of the item description or
item number to restrict the number of items displayed, and then select
the item.
When you select the inventory item, ePOS will return you to the Add
Bar Code Item form:
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Setting Up ePOS Server
Unit of Measure
9. Choose the unit of measure that you want to use with this bar code.
You can only choose units of measure that are defined in Sage Accpac
Inventory Control. However, because you can also specify the
quantity, your bar code can represent almost any quantity of the
inventory item.
If an item is weighed (and you get the weight automatically from
scales), the unit of measure should match the units for the scales—
such as pounds or kilos.
10. Specify the quantity for the unit of measure that you selected. The
quantity you specify here will be automatically filled in on the item line
when you enter this item in ePOS Register.
Quantity
If an item is weighed, you cannot enter a quantity.
11. Select this option to read the item weight from weight scales.
Weight
When you use ePOS Register, the item weight goes into the quantity
field for the item.
You must set up the register to use weight scales, and you
should use the same weight unit of measure for all items that you
automatically weigh.
Note:
Override Price
12. Use this field to enter an override price for special price item grouping.
You can enter prices for any of the currencies you use at the registers.
This feature is optional.
The override price you enter here replaces the line total in ePOS
Register and is for the quantity entered in the quantity field.
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13. Click the OK button to return to the Bar Code Editor form.
14. Click the Save button to return if you are finished defining this bar
code.
Or
Click the Add button to add another item to this bar code (if you have
a group of items represented by a single code.
Importing Bar Codes
Both the Mapping and the Library bar code types let you import CSV files
containing bar code information.
To import bar codes:
1. Choose the Settings icon in the left column, and then choose the Bar
Codes icon from the middle row.
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Setting Up ePOS Server
If you selected Library as the Bar Code Type, click the Next
button to select the Company and to display the following fields:
•
Click the Import Library button, and go to step 2.
If you selected Mapping as the Bar Code Type, click the Next
button to select the Company and to display the following fields:
•
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Click the Mapping tab, and choose the Import button on the form
that appears:
Setting Up ePOS Server
2. When you click the Import button, the following window appears
where you can select the CSV file containing your bar codes:
3. Double-click the file that you want to import. The following form
appears:
4. If you are replacing information in a previous set of bar codes, choose
Yes.
Bar code files are imported from (and exported to) the following
folder on the server:
Note:
\Program Files\ePOSServer\Company\<COMPANYID>\Barcodes
Additional Notes Regarding Bar Codes
Note the following points regarding bar codes:
•
If a bar code is added to ePOS that matches a code (for example, and
manufacturer’s item number) that already exists in ERP, the ePOS
Register will use the bar code defined in ePOS Server. In other words,
ePOS bar codes will override ERP bar codes.
Setting Up Currency Definitions
The Currency Definitions window lets you specify the denominations of the
coins and bills for each of the currencies that you use.
These currency definitions are used in the Cash Out window to balance
tills.
CAD and USD have already been set up in the Sage Accpac ePOS
server.
Note:
The Currency Definitions window lets you:
•
Edit a currency definition.
•
Delete a definition set for a currency.
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Setting Up ePOS Server
To set up currency denominations:
1. Choose the Settings icon in the left column, and then choose the
Currency Definitions icon from the middle row.
The following form appears:
Editing a currency
definition
To edit an existing definition:
a. Click the Next button to display the currency that you want to
change.
b. Edit the denominations.
•
Double-click rows that you want to change.
•
To delete a row, select it and click the Delete button.
c. Click the Save button.
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Editing a currency
definition
To add a currency definition:
a. Click the Finder button to display the Finder, and then click Find
Now to display the list of currencies. Double click the currency you
want to define.
b. Click the Add button, enter the denomination name and factor of
the basic currency unit, and click OK
c. Click the Save button when you have defined all of the
denominations that you accept.
2. Click the Close button.
Setting Up Registers on the Server
Use the Registers Setup window to assign registers to particular
companies (if you handle more than one on the same server), assign a
register key, set default locations for registers (as well as viewable
locations), and set whether they are available for use.
You must set registers to “Available” before you can activate them for a
particular workstation.
To set up registers on the server:
1. Choose the Settings icon in the left column, and then choose the
Register Setup icon from the middle row.
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Setting Up ePOS Server
The following form appears:
This form shows that 20 register licenses have been installed on the
server, but no registers have been set up. If you licensed only one
register, the form will display only one line.
2. Double-click the first line of the form—for Register ID 1—to add
register information.
3. Use the Next/Previous buttons beside the Company field to select the
company database for the first register.
4. Fill in the rest of the fields on the form as follows:
General tab
Register Key. Enter the code which will act as the password between
the server and the register when you set up this register on a
workstation.
Register keys and the server key are used to verify registers. You
specify the server key and the register key when you activate a
register from a workstation.
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Register users do not see the register key. Once you activate the
register, users start the register and log in with their own user IDs and
passwords, and the register program passes the register key to the
server in the background.
Note: The register key that you enter here is used only when
you activate the register. Once you start using the register, this key
will change constantly.
As a security measure, the program creates new register keys that the
server will recognize after each transaction.
Description. Enter a description that accurately identifies this
register—such as “Register 1: Northgate Mall Store.”
Default Location. Using the Finder, select the inventory location for
this register. (Locations are defined in Sage Accpac ERP.)
Cash Type. Select the payment type that will be used most at this
register.
The Cash Types selection list displays all of the receipt types defined in
Accounts Receivable (except for ONACCT payments). For example, you
may have a Debit receipt type, or a credit card receipt type if you
accept these as equivalent to cash.
On Account Type. Select the ONACCT payment type for sales made
on-account. ePOS will not create an A/R Receipt transaction for any
sales that use this receipt type.
Viewable Locations. Using the Finder, select all of the ERP inventory
locations for which this Register will be allowed to view item
information.
Status. The initial setting is “Disable,” which prevents any
communication between workstations and this Register.
To set up this register, you change the status to Available, thus
allowing this register to be activated.
The status can have three different settings:
•
Active. Once you activate an available register (by using the
eDownload program from a workstation), the register status
changes to “Activated.”
•
Available. This status indicates that a register is available for
activation.
•
Disable. This status means the register is disabled, and it can
neither process transactions nor communicate with the server.
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Setting Up ePOS Server
Enable Cash Back/Change Batches. This option lets companies
give change for payments that are greater than the amount due. The
register will create separate “change” batches in Accounts Receivable
and Accounts Payable.
When this option is selected, ePOS will create manual check
transactions in Accounts Payable for all cash paid out to customers.
For this reason, you would not select this option if you are a company
that does not provide cash back services.
For example, assume that the sale is $20, but a check is written for
$25. This setting will allow $5 cash to be given to the customer.
If you do not select this setting, the register will not let you
receive a payment that is greater than the amount due. Although the
program will display the correct change amount, it will not create the
payment batch in A/P, and it will not make the additional receipt entry
in A/R.
Note:
Multicurrency
example
If you are multicurrency company that accepts cash payments in more
than one currency, you should select this option.
Consider the situation where a customer pays in $US but gets change
in $Cdn. ePOS needs to show the full amount of $US coming in, and
reduce the amount of $Cdn received in ERP.
Timer tab
5. Click the Timer tab, and fill in the following fields:
Enable Timer. Turn on the timer if you want the register to
automatically download updates to the Register database throughout
the day.
You can set the timer to check the server at specific times during the
day or at regular intervals.
If you do not set the timer, the register will not check the server for
database updates. You will have to use eDownload’s Force New
Database choice to update the register’s database.
Timer Settings. Choose the hours during which the register will
check the server for updates, specifying AM or PM in the fields to the
right of the times.
Update Settings. Choose whether you want to update during an
interval or at specific times.
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•
Click Interval to update regularly throughout the time range you
specified, and then select an appropriate interval (for example, 1
hour) in the adjacent field.
•
Click Select Times to update at specified times throughout the day.
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Setting Up ePOS Server
Add times to the list by choosing them from the dropdown lists and
then clicking the Add button.
To delete a previously selected time, click the time to select it, and
then click the Delete button.
Set timers to
update the master
database first
Transactional
Rounding tab
Make sure that the Company Setup timer updates the master Register
database before this timer downloads the Register database to the
workstation.
6. Click the Transactional Rounding tab.
Enable Transactional Rounding. Choose this box if you have to
round transaction totals to the value of a particular coin.
In some countries, the currency’s smallest coin is larger than the
smallest currency denomination. For example, Australia does not have
pennies, so every transaction must be rounded to the nearest $.05.
Transactional rounding in ePOS rounds transaction totals to the
nearest rounding factor (in Australia’s case $.05), so a sale of $10.08
will be rounded to $10.10.
To make this adjustment, ePOS adds a negative or positive nontaxable service charge line item to the transaction. This is set for each
Register by selecting the Set Rounding button from the Register Setup
screen.
Note: You must set up the receipt batch templates for this
Register before setting transactional rounding.
Currency.
Select the currency for which you use rounding.
Service Charge. Select the miscellaneous charge item that will be
used for the rounded amount. (You must define the service charge as
a miscellaneous charge in Order Entry.)
Rounding Method. Select Round Up, Round Down, or Auto (to round
up or down, depending on the amount).
For example, if rounding $.07 to the nearest $.05, Round Down would
produce $.05, Round Up would produce $.10, and Auto would produce
$.05.
Rounding Factor. Type the lowest available denomination for your
currency. For example, in Australia this would be 0.05.
Payment Type. Select the types of payments to which rounding
applies. The selections correspond to the different Accounts Receivable
receipt types.
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Setting Up ePOS Server
Petty Cash tab
7. Click the Petty Cash tab.
Petty Cash Expense Accounts. When you make a petty cash
payment from ePOS Register, the program creates an Accounts
Payable manual check and debits one of the petty cash accounts listed
on this page.
The default petty cash accounts listed here were added in Company
Setup. You can add more accounts here, or remove default accounts.
The Alternate Descriptions let you state standard usages of various
accounts, such “Delivery Costs,” “Courier Costs,” “Reimbursed
Parking,” etc.
To add a petty cash account:
a. Click the Add button to add an account.
b. Click the Finder button to look up accounts, and then click Find
Now to display the entire chart of accounts (or use the Find By
fields to specify a particular account or account group).
c. Double-click the account that you want to select.
d. Click OK in the Add Petty Cash Account window.
e. Click Save in the Companies window to save the company record
with the specified petty cash account.
You can add more petty cash accounts, if necessary.
Over/Short Bank
Entry tab
8. Click the Over/Short Bank Entry tab.
ePOS also lets you specify only one account per currency for entering
the overage/shortage amount when cashing out tills.
As with the Petty Cash accounts:
a. Click the Add button to add an account. The following form
appears:
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b. Choose entries for each of the fields on the form, using the Finders
as you did for the Petty Cash accounts.
Currency. You must also specify the currency for the Over/Short
Bank Entry, because ePOS creates a separate entry for each
currency in your cash drawers.
Bank. Choose the bank to which this amount is debited or
credited.
Transaction Type. You must specify the bank entry transaction
type associated with entries for any till overages or shortages.
GL Account. Choose the general ledger account number to which
you want to use for overages/shortages.
Save the Register
9. Click the Save button to save the Register information, and then click
Close.
10. When you have set up all of your registers, click Close to leave the
Register Setup form.
Adding Users and Groups
Before people can log on to a Sage Accpac ePOS Register, they must be
added as users to Sage Accpac ePOS Server and given appropriate users’
rights.
Sage Accpac ePOS does not use Sage Accpac ERP User IDs, Security
Groups, or Security Authorizations. You must set up separate IDs for each
user and group on Sage Accpac ePOS Server.
User rights specify what tasks the user can perform—using the registers
and using Remote Administration.
Advantage of
creating user
groups
User Groups simplify the task of assigning access rights for users. They let
you define all the registers that group members can use, along with the
tasks that they can perform, so you don’t have to specify them for each
new user record.
For example, you could create three user groups:
•
Managers, with full access to all registers and to all ePOS Server tasks.
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Setting Up ePOS Server
•
Supervisors, with full access to all registers, such as the ability to do
returns, issue credit notes, make petty cash payments, take account
payments, change credit limits, etc.
•
Sales clerks, with limited access to particular registers.
You can add users and user groups in any order. For example, you can
add user records first, and then assign them to groups, or you can create
groups first and then add user records.
Adding Groups
If you want to add user records first—or if you aren’t using groups—skip
this section and go to “Adding Users.”
To add groups to Sage Accpac ePOS Server:
1. Log on to the ePOS Server following the instructions in the last
section.
2. Choose the Security icon in the left column, and then choose the
Administer Groups icon from the Groups row.
The following form appears:
3. Click the New button to the right of the Group Name field.
4. Fill in the fields on the form as follows:
Group Name. Enter the name of the user group. The name can be
any length, but it makes sense to use the type of work done by
members of this group. For example, use names like “managers,”
“supervisors,” and “sales clerks.”
Description.
Registers tab
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Enter a description for the user group.
5. Click the Registers tab to specify the cash registers for this user group.
Sage Accpac ePOS
Setting Up ePOS Server
If necessary, you can add more registers to particular user records
when you add users.
6. Click the Add button to display the Register Finder, and then click the
Find Now button.
7. Hold down the Ctrl key, and click each of the registers that you want
to add for this group of users, and then click the Select button.
Note that you can assign access to several registers for different
companies, or assign access to only one register.
Select the first choice to allow access to all cash registers.
To remove registers, click the register on the Registers tab, and then
click Remove.
Users tab
8. Click the Users tab to add users to this user group.
If you have not created users yet, go on to the next tab. You can also
assign users to groups when you add the user records.
9. Click the Add button to display the User Finder, and then click the Find
Now button to list all user records.
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You can also use the Find By selection to restrict the number of users
displayed by the Finder.
10. Click the Find Now button to list the existing user groups.
Users can belong to more than one group, and will inherit till access
and user rights from all groups to which they belong.
Rights tab
11. Click the Rights tab to specify the Register access rights for this user
group.
12. Use Ctrl+Click to select the various rights that you want to add, and
then click the Select button.
Administration
Rights tab
13. Click the Administration Rights tab to specify the Remote
Administration access rights for this user group.
14. Click the Add button to add rights, use Ctrl+Click to select the various
rights that you want to add, and then click the Select button.
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15. To save the group record, click Save, and then click the Close button.
For a list of the rights you can assign to users and groups, see chapter 3
of the Sage Accpac ePOS Administrator Guide.
Adding Users
To add users to Sage Accpac ePOS Server:
1. Log on to the ePOS Server following the instructions in the last
section.
2. Choose the Security icon in the left column, and then choose the
Administer Users icon from the Users row.
The following form appears:
3. Click the New button to the right of the User Name field.
4. Fill in the fields on the form as follows:
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User Name. Enter the name of the employee. The name can be any
length, but it makes sense to use the employee’s first name, and, if
necessary, the surname initial—such as JohnB or SusanH.
Description. Enter a description for the users—usually the
employee’s full name, position, and/or location.
Language. Choose the language for this user from the drop-down
list.
Password. Enter the password for this user. The password can be
alphanumeric, and up to 25 characters long.
Confirm Password. Re-enter the password.
Groups tab
5. Click the Groups tab to assign this user to a user group.
If you have not created groups yet, go on to the next tab. You can also
assign users to groups when you add group records.
6. Click the Add button to display the group Finder, and then click the
Find Now button to list all user groups.
You can also use the Find By selection to restrict the number of groups
displayed by the Finder.
Users can belong to more than one group, and will inherit till access
and user rights from all groups to which they belong.
Registers tab
7. Click the Registers tab to specify the cash registers for this user group.
8. Click the Add button to display the Register Finder, and then click the
Find Now button.
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Sage Accpac ePOS
Setting Up ePOS Server
9. Hold down the Ctrl key, and click each of the registers that you want
to add for this user, and then click the Select button.
Note that you can assign access to several registers for different
companies, or assign access to only one register.
Select the first choice to allow access to all cash registers.
To remove registers, click the register on the Registers tab, and then
click Remove.
Rights tab
10. Click the Rights tab to specify the Register access rights for this user.
Click the Show Group Rights checkbox to display rights from the group
membership.
Installation Guide
3–45
Setting Up ePOS Server
Note: No rights will appear until you add a register. Also, group
rights only appear if the user is assigned to a group.
11. Click the Add button to add particular register rights to this user
record.
12. Use Ctrl+Click to select the various rights that you want to add, and
then click the Select button.
Administration
Rights tab
13. Click the Administration Rights tab to specify the Remote
Administration access rights for this user.
14. Click the Add button, and then use Ctrl+Click to select the various
rights that you want to add, and then click the Select button.
15. To save the user record, click Save, and then click the Close button.
For a list of the rights you can assign to users and groups, see chapter 3
of the Sage Accpac ePOS Administrator Guide.
Updating ePOS Register Databases with ePOS Server and ERP
Data
Sage Accpac ePOS Server maintains a password-protected Access
database containing all of the information related to making point-of-sale
transactions. This data includes information extracted from the ERP
database and data added and maintained by ePOS Server.
3–46
•
This database is created and updated when you run the Database
Update process in ePOS Server.
•
This database is also downloaded to the Registers on individual
workstations where it’s used to look up information locally.
Sage Accpac ePOS
Setting Up ePOS Server
As information changes in the ERP database (or through ePOS Server),
you must update the main ePOS database on the ePOS Server, and you
must update individual register databases.
Note: The data is critical to the proper functioning of Sage Accpac
ePOS. Do not open or alter the ePOS access database.
Sage Accpac ERP information includes:
•
Bank accounts
•
Customer information
•
Taxes
•
•
Items and pricing
Bar codes (manufacturer’s item
numbers from IC)
(* Gift card and loyalty point account data are also stored by ePOS in the ERP
database.)
Sage Accpac ePOS Server, information includes:
•
Receipt options
•
Bar codes (added with ePOS Server)
•
Users and user groups
•
•
Register information
Loyalty point and gift card setup
information
Remember:
•
You must regularly update the database on the ePOS Server using
Database Update.
•
And you must keep the local register databases current using Force
New Download on the eDownload menu or, automatically, using timers
set on ePOS Server and on each register.
To update your server database using Database Update:
1. Choose the Maintenance icon, and then choose the Database Update
icon from the top row. The following form appears:
2. Select the database that you want to update, or click Select All if you
wish to update all files.
Installation Guide
3–47
Setting Up the Sage Accpac ePOS Clearing Macro
3. Click Update.
4. In the Result dialog box that follows, click OK.
5. Click Close to close the Database Update window.
Setting Up the Sage Accpac ePOS Clearing Macro
The Sage Accpac ePOS Clearing Macro automatically applies outstanding
debit notes created by Sage Accpac ePOS to the credit notes referenced in
the comment fields of debit notes.
The clearing macro
is installed in the
Macros folder
The ePOS Clearing Macro is automatically installed into the Macro folder
under the Sage Accpac ERP program directory when you install the ePOS
Server.
Once you install the ePOS Server, you can run the macro from Sage
Accpac’s Run Macro form or create a shortcut to run it from the ERP
desktop.
Creating a Shortcut to the Clearing Macro
1. Open Sage Accpac ERP.
2. Click the Accounts Receivable folder to select Accounts Receivable.
3. On the Sage Accpac menu, click Object, click New, and then click
Macro.
4. Use the Change Icon button to choose an icon of your choice.
5. Enter a title in the Title text box, for example, ePOS Clearing.
6. Click Next.
7. Use the Browse button to locate the ePOSClearing.avb file in the
<program files>\Sage Accpac\Macros folder.
8. Click Finish.
Error Logging
In the event of an error this macro will log the error in
ePOSClearing\ePOSClearing-Exceptions.txt file.
You can delete this file periodically.
3–48
Sage Accpac ePOS
Where to Now?
Where to Now?
Now that you have set up the ePOS Server, you are ready to install ePOS
programs on workstations and set up local ePOS Registers.
For instructions on setting up registers, see Chapter 4, “Setting Up
Workstations at Local and Remote Locations.”
For more information on Sage Accpac ePOS accounting entries, see the
Sage Accpac ePOS Administrator Guide.
Installation Guide
3–49
Chapter 4
Setting Up Workstations at Local
and Remote Locations
Sage Accpac ePOS Workstation Components .............................................. 4–1
System Requirements ..................................................................... 4–2
Hardware Requirements ............................................................... 4–3
Optional Hardware ..................................................................... 4–3
Steps for Installing and Setting Up Sage Accpac ePOS Workstation Components ......... 4–3
Installing Sage Accpac ePOS eDownload .................................................. 4–4
Activating Sage Accpac ePOS Workstation and Register .................................. 4–6
Installing Sage Accpac ePOS Register ..................................................... 4–8
Setting Up Sage Accpac ePOS Register .................................................... 4–9
Register Setup Tab.................................................................... 4–11
Report Setup Tab ..................................................................... 4–15
Report Defaults ................................................................... 4–16
Hardware Setup Tab .................................................................. 4–17
Cash Drawer Setup................................................................ 4–17
Pole Display Setup ................................................................ 4–19
Weight Scale Setup ............................................................... 4–19
Dial-Up Setup ..................................................................... 4–20
Credit Card Setup Tab ................................................................ 4–20
Using Credit Card Clearing Software .............................................. 4–20
Setting Up the Credit Card Clearing Input File .................................... 4–20
Layout Tab ............................................................................ 4–23
Purchase List ...................................................................... 4–24
Shortcut Keys ..................................................................... 4–24
Color and Font Setup.............................................................. 4–25
Option Commands ................................................................ 4–28
Payment List ...................................................................... 4–28
Layout Options .................................................................... 4–29
Logging On to Sage Accpac ePOS Register ............................................... 4–29
Where to Now? ........................................................................... 4–30
Installation Guide
4–i
Chapter 4
Setting Up Workstations at Local
and Remote Locations
This chapter provides instructions for performing the following tasks:
•
Installing Sage Accpac ePOS eDownload.
•
Using ePOS eDownload to activate a register for the workstation.
•
Installing Sage Accpac ePOS Register.
•
Setting up Sage Accpac ePOS Register.
Register setup allows you to:
−
Set up default register behavior.
−
Set up register reports, such as sales slips, layaways and quotes.
−
Set up interaction with hardware devices such as cash drawers,
pole displays, and weight scales.
−
Set up fields required for credit card clearing software.
Sage Accpac ePOS Workstation Components
Sage Accpac ePOS Workstation comprises several components:
•
Sage Accpac ePOS eDownload
•
Sage Accpac ePOS Register
•
Sage Accpac ePOS Register Setup
It also provides access to Sage Accpac ePOS Remote Administration.
Sage Accpac ePOS eDownload
Sage Accpac ePOS eDownload manages software updates and local
database updates for the Register activated on a workstation.
Installation Guide
4–1
System Requirements
ePOS Registers use the local database to run offline and to increase
performance. The locally maintained data includes the following
information:
•
Items
•
Item pricing
•
Tax information
•
Customers
•
Loyalty point and gift card information
•
Barcodes
You can have eDownload update the local database automatically
throughout the day, or you can manually update the local database from
the Register program or from the eDownload icon in the system tray.
Sage Accpac ePOS Register
Sage Accpac ePOS Register is the front-end, point-of-sale cash register
program used to record sales. It provides all the functions of a cash
register.
Sage Accpac ePOS Register Setup
Sage Accpac ePOS Register Setup lets choose default settings, change
register appearance, and add and change hardware attached to the
register. You must run Register Setup before running the ePOS Register
for the first time.
System Requirements
•
Microsoft Internet Explorer 5.5 or higher.
•
Microsoft Operating System: Windows 2000, Windows XP, or Windows
Vista.
•
Both Sage Accpac ePOS eDownload and ePOS Register must have
access to the Sage Accpac ePOS Server via TCP/IP over the Internet or
intranet on two ports (by default, 5059 and 5060).
Note: ePOS installation sets up the workstation ports properly;
however, installing Windows XP service pack 2 can also disable
them.
If you have problems communicating with the ePOS server after
installing, check the exceptions tab for the Windows Firewall settings.
4–2
Sage Accpac ePOS
Steps for Installing and Setting Up Sage Accpac ePOS Workstation Components
Please refer to Sage Accpac ePOS readme.wri file, included on the ePOS
installation, for any updated information.
Hardware Requirements
The minimum system for running Sage Accpac ePOS Register is a Pentium
500MHz with 128MB RAM.
Please refer to Sage Accpac ePOS readme.wri file, included with the ePOS
installation, for any updated information.
Optional Hardware
You can also use the following hardware items with Sage Accpac ePOS
Register:
•
Barcode Readers (using a keyboard wedge interface).
•
MSR (Magnetic Stripe Reader) Swipe Device (using a keyboard wedge
interface).
•
Display Pole (serial interface).
•
Cash drawer (serial or parallel BEL interface or Epson emulation).
•
Receipt Printer.
•
Weight Scale (serial interface).
Note: See Appendix B for a list of certified, optional hardware.
Steps for Installing and Setting Up Sage Accpac
ePOS Workstation Components
You must follow these steps to set up Sage Accpac ePOS eDownload and
Sage Accpac ePOS Register on each point-of-sale workstation:
1. Install Sage Accpac ePOS eDownload.
2. Activate the Sage Accpac ePOS workstation. (This happens the
first time you run eDownload.)
3. Install Sage Accpac ePOS Register. (Installation starts
automatically after you activate the workstation.)
4. Set Up Sage Accpac ePOS Register. (You must use the ePOS Setup
program before you can start the ePOS Register.)
Installation Guide
4–3
Installing Sage Accpac ePOS eDownload
Register setup allows you to:
•
Set up default Register behavior.
•
Set up Register reports, such as sales slips, layaways and quotes.
•
Set up interaction with hardware devices such as cash drawers,
pole displays, and weight scales.
•
Set up fields required for credit card clearing software.
Once you have set up a Register, you can log in and process transactions.
Installing Sage Accpac ePOS eDownload
The first step for setting up a Register is to install eDownload on a pointof-sale workstation.
Note: You should always have a certified Sage Accpac Consultant
install your Sage Accpac ePOS software. Sage Accpac ePOS runs in
Windows 2000, Windows XP Pro, and Windows Vista.
To install Sage Accpac ePOS eDownload:
1. Follow the instructions on the installation screens, to navigate to the
screen that lets you install Sage Accpac ePOS components.
2. Select the option for eDownload Installation.
The installation wizard appears:
3. Click the Next button to begin the installation process.
The License Agreement screen then appears.
4. After reading over and accepting the License Agreement, click the Next
button to open the next window.
4–4
Sage Accpac ePOS
Installing Sage Accpac ePOS eDownload
5. On the Choose Destination Location window, click the Next button to
create the program icon in the default folder.
6. Click the Install button on the Ready to Install window to copy the
eDownload files to the workstation.
7. Click the Install button to begin the installation. When the program
files are installed, the following screen appears:
8. Click Finish to exit the installation wizard.
Note: Reboot your computer after installing Sage Accpac ePOS
eDownload.
Installation Guide
4–5
Activating Sage Accpac ePOS Workstation and Register
Activating Sage Accpac ePOS Workstation and
Register
The first time that you run Sage Accpac ePOS eDownload on a
workstation, the following Activation window will appear:
Activation does several things:
•
Specifies the server key (password), server IP and communication port
on the server for the Register to use when it communicates with the
server.
•
Activates the register you specify on the ePOS Server for this
workstation.
•
Downloads any Register program updates from the ePOS Server and
installs the ePOS Register on the Workstation.
•
Downloads the Register database from the ePOS Server, containing
inventory and customer information.
•
Adds several program entries to a Sage Accpac program group in the
Start List:
Note: Once you activate a register for this workstation, the
activation window will not appear again.
To activate the workstation register using eDownload:
1. If the Workstation Activation form is not on the screen, choose
Programs fSage Accpac f Sage Accpac ePOS eDownload from the
Windows Start List.
4–6
Sage Accpac ePOS
Activating Sage Accpac ePOS Workstation and Register
The following form will appear:
Note: This form will not appear if the register is already activated.
Instead, the eDownload icon will appear in the System Tray on the
Windows Task Bar. (You can right-click the eDownload icon to
display a list of maintenance tasks.)
2. Fill in the following activation fields.
Server Key. Enter the server key that was set for the server in the
Server Settings form in ePOS Server. The server key acts as the super
password between the ePOS Server and the ePOS Registers. The key
must be consistent between the two in order for communication to
take place. (The default key is EPOS.)
Register Key. Enter the register key that was entered for this
register on the Register Setup form in ePOS Server. You can only
activate registers that have an Available status (also set in ePOS
Server).
Note: Once you start using the register, ePOS periodically creates
new register keys for communication with the server.
Server IP. Enter the IP address or UNC computer name (if on a LAN)
of Sage Accpac ePOS Server. If you are setting up a register on the
same machine as the ePOS Server, you can also use an IP address of
127.0.0.1.
Server Port. Enter the transaction server port used by the Sage
Accpac ePOS Server for communication. The server port is set in the
Server Settings form in ePOS Server. (The default is 5059.)
3. Click the Activate button. Once activation is complete, the program will
display a message stating “Register Activation Successful.”
Installation Guide
4–7
Installing Sage Accpac ePOS Register
Installing Sage Accpac ePOS Register
Immediately after activating Sage Accpac ePOS workstation and register;
the Sage Accpac ePOS Register installation prompt will appear.
Note: The Register installation appears only after you activate the
Register using eDownload.
•
If you choose Yes, the Register Installation window appears.
•
If you choose No, you will have to choose eDownload at a later time to
install the Register programs and decompress the register database.
To Install the Register components:
1. Click the Yes button to install Sage Accpac ePOS Register.
2. Click the Next button to begin the installation process.
The License Agreement window then appears.
3. After reading over and accepting the License Agreement, click the Next
button to open the next window.
4–8
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
4. Click the Install button to begin the installation.
5. Choose whether to restart your computer now or at a later time. You
must restart the workstation before you can use the ePOS Register
program.
6. Click Finish to exit the installation program and, optionally, restart
your computer.
Setting Up Sage Accpac ePOS Register
Before you can open the Sage Accpac ePOS Register transaction windows,
you must set up the register using the ePOS Setup choice on the register
workstation.
The ePOS Setup program lets you:
•
Select default settings for the ePOS Register program on this
workstation.
•
Specify communication parameters for hardware that is used with the
register (such as a cash drawer, display pole, weight scale, etc.).
Installation Guide
4–9
Setting Up Sage Accpac ePOS Register
To set up a register:
1. In Microsoft Windows, click the Start button; then select Programs,
Sage Accpac, ePOS, Workstation, ePOS Setup.
2. On the Sage Accpac ePOS Log On dialog box, enter the ADMIN user
name and password, and press Enter on the keyboard (or click Log On
To EPOS).
The Setup window then appears:
3. Enter register setup information in the following sub-sections on the
setup tabs.
4–10
•
To save your entries, click Save Changes (at the bottom right of
the screen).
•
Once you have chosen the register options, you can log on to the
Sage Accpac ePOS Register transaction screens.
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
Register Setup Tab
Settings, Options,
Default Float, and
Add-In Commands
Settings Button
The four buttons on the left side of the Register Setup tab display the
default settings and options for your register:
•
Settings button—displays several default settings for the register.
•
Options button—lets you choose how the register operates.
•
Default Float button—lets you specify the default size of the float in
each of the currencies you accept.
•
Add-In Commands button—lets you integrate other programs with
Sage Accpac ePOS. For example, this feature could let you display or
print a warranty form after completing sales transactions.
Register Setup Settings
The Settings fields specify the default values that ePOS uses, such as the
default Accounts Receivable customer record that is initially displayed on
the ePOS Register transaction screens. You can change these values when
you enter retail transactions.
Default Customer. This is the default Accounts Receivable customer
number that Sage Accpac ePOS Register starts with for each transaction.
Specify the customer account record set up in Accounts Receivable as
your “Cash Transaction” or “Walk-in Customer” record.
You can also leave this field blank to force the sales clerk to specify the
customer each time.
Default Payment Type. The payment type corresponds to the Accounts
Receivable Receipt type in Sage Accpac ERP. Choose the payment type
that you get most often—such as CASH.
Registration #. This is a number that can be printed on every receipt.
Typically, this is a federal tax or business identification number. For
example, in Canada, this would typically be the company’s GST number.
Default Drawerkick Mode. The default drawerkick mode specifies
whether the cash drawer should open automatically after a sale or not.
Default Printer Mode. This setting determines whether or not the
register will automatically print reports (usually receipt slips). You can
change the setting while you are entering transactions.
Default Invoice Mode. This setting determines whether Order Entry will
automatically create an Accounts Receivable invoice after it processes a
sales order. Choose Enabled or Disabled.
Installation Guide
4–11
Setting Up Sage Accpac ePOS Register
Sage Accpac WMS
does shipping &
invoicing
Note: If using Sage Accpac Warehouse Manager, you will turn off
invoicing because all shipping and invoicing will be handled by
WMS.
Default Search Mode. This is the default search mode for Sage Accpac
ePOS Register. Choose either:
•
Local Mode: Inventory and customer lookups use the local database
(downloaded to the ePOS workstation by eDownload). Local Mode is
the default.
•
Live Mode: All lookups are made on the Sage Accpac ePOS and the
Sage Accpac ERP database through a network or Internet connection.
Live mode makes more sense on a LAN, where you have faster response
than over the Internet.
Note: You have to switch to live mode to redeem loyalty points.
Default Transaction Mode. This is the default mode for transferring
register transaction information to ePOS Server for processing.
•
Online. ePOS transaction information is immediately sent over the
Internet (or LAN) from the register to the ePOS Server, which then
creates and submits transactions to the Sage Accpac ERP accounting
database.
•
Offline. ePOS transaction information is stored locally until you cash
out at the end of the day or manually upload it to ePOS Server, which
then submits transactions to the Sage Accpac ERP accounting
database.
At any time, you can manually upload the transactions to the ePOS
Server by choosing “Process All Outstanding Transactions” from the
ePOS Register Options menu.
ePOS Register uploads a transaction database to ePOS Server, which then
uses it to create the ERP transactions.
Summary
transactions
If you chose to post summary transactions in Sage Accpac ERP, ePOS
Register will work in an offline mode. Once you cash out a till, ePOS will
consolidate all sales and payments into one summarized transaction per
A/R Customer, exchange rate, and payment type, and transmit the
database with the summarized transactions to the ePOS Server, along
with the detailed transactions.
Note that individual detailed transactions will be copied into the ePOS
history data tables on the server, so these details are not lost.
4–12
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
Options Button
Register Setup Options
The Register Setup Options affect transaction entry and how transactions
are recorded or printed.
Transaction Date. If you select this option, ePOS Register will let you
enter a transaction date on the ePOS Register’s Logon screen, which will
apply to all transactions until you log out.
If you do not select this option, the program will automatically use the
workstation’s system date when you open a till.
Increase Line Quantity. If you select this option, the Register will
increase the quantity of a line item as you consecutively add the same
item. If you do not select this option, the Register will create a new line
item for each item that you add. The default is to increase line quantity.
UPC Code Type 2. If you select this option, the Register will treat all
items/barcodes that are 12 characters long and start with the number “2”
as standard type 2 pre-weighed UPC format.
A standard type 2 UPC contains both the Item number and price, so ePOS
Register will add the item with the override price included on the preweighed UPC.
If you do not select this option, the Register will not treat these barcodes
as type 2 UPC format. By default, this option is not selected.
Common Till. If you select this option, the Register will allow multiple
users to re-login to the same open till. By default, this option is selected.
If you do not select this option, the Register will only allow the user who
opened the till to re-log in to the open till. The current till user has to cash
out the till before it is available to someone else.
Note: If you have the security rights, you can use the Manager
Override and re-login to the Open Till as well.
Logout After Every Transaction. Sage Accpac ePOS Register will log
out after each transaction is completed. (By default, this option is not
selected.)
Auto Calculation. Sage Accpac ePOS will recalculate the running total
after each item is added during a transaction. Keep in mind that selecting
this option may slow down processing if your sales transactions tend to
involve a large number of items.
Enable Rights Log. If you select this option, Sage Accpac ePOS will log
all situations where a user with higher access rights performs overrides on
behalf of others. For example, ePOS will log each time that a manager
Installation Guide
4–13
Setting Up Sage Accpac ePOS Register
overrides the price of an item, on behalf of a clerk who is not permitted to
do so.
Use Microsoft Wordpad to open \ePOS\Log\Override.log
on the workstation.
Multi Input. This setting lets you enter item information (such as
quantity, price, and item number) on a single line in the Item # field of
ePOS Register’s Main screen during transaction entry.
For example, [email protected] can mean quantity “2” for item A11030, and
[email protected]@A11030 to indicate quantity 5, price $10.00, and item number
A11030.
Separator. If you select Multi Input, you can specify the character by
which you wish to separate the entry elements (quantity, price, and item)
of each line.
For example, you can change the “@” default to “/” to enter a quantity
and item number like this: 2/A11030.
Loyalty Points On Receipt. If you select this option, the sales receipt
will show the number of loyalty points earned on the sale and the
customer’s total number of points accumulated to-date. If the customer
redeems points, the receipt will show the number of points redeemed.
Default Float
Button
Default Float Amounts
Specify the default float amount that should automatically appear on the
ePOS Register’s Cash Out screen for each currency that you use.
Add-In
Commands
Button
Add-In Commands
Setting up
commands
To set up an additional transaction processing command or additional
register cash out command, use the following fields:
Add-In Commands allow you to automatically run non-ePOS programs
before or after finalizing a sale (or other transaction) or before or after
finalizing cash out (before printing the reports). This facility lets you add
features to the ePOS Register.
Transaction / Cash Out Command. Enter the path and file name of the
program that you want to run, or use the Browse button to find the
program on your computer.
Transaction / Cash Out Type. Choose whether to run this command
before or after finalizing the transaction or cash out procedure.
Wait Time. Specify how long ePOS should wait before it continues
processing. ePOS will wait for the number of seconds you specify, and
then continue processing.
4–14
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
If you specify a wait time, and you choose Wait For Response, ePOS will
display a message when the time is up asking whether it should wait for
the same length of time again or move on.
Wait For Response. If you choose Wait For Response, but do not
specify a wait time, ePOS waits until it receives a response from the
command before it continues. (The response is a “0” sent back to ePOS
via the command line’s return mechanism.)
For example, if you are extracting data from the register’s transaction files
before printing the cash out reports, you can use the response to make
sure that data extraction is complete before ePOS begins printing.
Report Setup Tab
The Report Setup tab lets you choose various options for printing Register
slips and reports.
Click the buttons on the left side of this tab to select the options for the
following reports:
•
Slip report—prints when you complete a Sale, Layaway, or Quote
transaction.
•
Paid Out report—prints after a petty cash transaction.
•
Account Payment report—prints after an account payment.
•
Credit Card Slip report—prints after a debit/credit card transaction.
•
Cash Out report—prints after cashing out. This report summarizes the
float total, cash-on-hand total, cash transaction amount total, and
over/short status.
Installation Guide
4–15
Setting Up Sage Accpac ePOS Register
The fields you enter for each report on the Report Setup tab are as
follows.
Prompt for Report Template. Select this option to have the program
prompt you each time to choose which report file to use for printing the
report.
If you do not select this option, the Register will always use the Default
Template specified on this tab.
Default Template. This is the report file that you want to use for
printing this report.
Print Quantity. The default number of report copies to print. By default,
this is 1. Choose “2” if you need a customer copy and a register copy.
Option Printer. Select this checkbox to have the program prompt you to
choose which printer to use when printing.
If you do not select this option, the Register will use your default windows
printer. (By default, this option is not selected.)
Pause Printing. Select this option to have the program pause between
printing multiple copies.
If you do not select this option, the Register will not pause between
printing multiple copies. (By default, this option is not selected.)
Footer Message. This field appears only for slip reports. It is the
message added to the bottom of the sales slip. The default message is
“Thank You.”
Report Defaults
This button lets you specify which reports are printed and/or displayed on
the screen at the end of the Cash Out process.
4–16
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
You can choose to print, preview, or print and preview any of the reports.
Hardware Setup Tab
Sage Accpac ePOS Register can interact with various point-of-sale
hardware devices, such as cash drawers, pole displays, and weight scales.
You use this tab to set up point-of-sale hardware, and to specify a phone
number for your Internet connection if you use a dialup connection.
Cash Drawer Setup
Note the following points regarding cash drawers:
•
Sage Accpac ePOS Register lets you attach up to four physical cash
drawers to a single register.
•
The “Drawers Per Till” is the number of cash drawers that the till will
take when you log onto ePOS Register.
For example, if you have four cash drawers, and specify two cash
drawers per till, you can have two open tills, each of which use two
cash drawers.
ePOS Register takes the next available drawers when you log on with a
new till number. If the number of drawers per till is not available, you
will not be able to log on to a new till until you close or cash out a till.
•
You must assign currency codes to the set of drawers in a till.
For example, assume that you have two cash drawers per till, with till
drawer 1 assigned to USD and till drawer 2 assigned to CAD. In this
example, physical drawers 1 and 2 could be used for US and Canadian
Installation Guide
4–17
Setting Up Sage Accpac ePOS Register
dollars (respectively) for till 1, and drawers 3 and 4 could be used for
US and Canadian dollars for till 2.
You can also assign more than one currency to a cash drawer.
•
ePOS Register assigns the first available cash drawers to a till when
you first open it (log in for the first time after cashing out).
For example, if you have four cash drawers and two cash drawers per
till, ePOS Register will assign the first two drawers to the first till that
is opened, and the next two drawers to the second till that is opened.
You will not be able to open a third till unless you cash out a till or log
out and close the cash drawers.
•
Logging out and closing the cash drawer allows you to change the cash
drawer insert and log in as a different till.
The cash drawer setup fields are as follows:
Enable Cashdrawer 1, 2, 3, 4. Select the number of physical cash
drawers that you are connecting to this register.
You must select a cash drawer to have the program open it after finalizing
a sale. (By default, this option is not selected.)
Port. The physical plug on the computer that the cash drawer is attached
to. The default port is LPT1 (the first parallel port).
Typically, cash drawers are attached to a parallel or serial port (LPT1,
LPT2, COM1, COM2, COM3, or COM4).
Code. The Register must send a coded signal to open the cash drawer.
Choose from the list of standard signals, or choose Custom to force the
sales clerk to enter a cash drawer code to open the drawer.
For example:
•
BEL Character Interface. Industry standard signal for cash drawers.
•
Epson Printer Interface. Industry emulation and standard for cash
drawers.
•
Custom. Enter the drawer code from the register—an ASCII code
such as 7 or 27, 112, 0, 100, 250.
If you have more than one cash drawer, fill in the fields for Cashdrawer 2
to Cashdrawer 4, as necessary.
Drawers Per Till. Depending on the number of cash drawers that are
physically attached to your register, you can decide how many of these
drawers are used by a till at one time (as opposed to connected to the
register). You then assign a currency to each of the cash drawers in the
set.
4–18
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
For example: you might have a register that is used by two different sales
clerks: clerk 1 uses till 1, which uses physical cash drawer 1, clerk 2 uses
till 2, which uses physical cash drawer 2. There is only one drawer per till,
which is assigned to both USD and CAD currencies.
Remember that ePOS Register assigns the first available cash drawers to a
till when you first open it (log in for the first time after cashing out).
You can have as many cash drawers in a till as you have enabled.
Drawer Currency. Assigning a currency type to each drawer lets ePOS
register open the correct drawer (if you separate currency in this way).
You can also assign more than one currency to a drawer.
To select more than one currency, use the Finder to display the currency
list, and then hold down the CTRL key while clicking each currency.
Pole Display Setup
Sage Accpac ePOS Register allows you to attach a serial pole display for
showing price information to the customer during sales transaction entry.
Enable Pole Display. Select this option to enable the Register to use a
pole display.
If you do not select this option, the Register will not use a pole display.
(By default, this option is not selected.)
Port. The physical port of the computer to which the pole display is
attached.
The default setting is COM2.
Default Message. The message that will be displayed when the Register
is ready to start a new transaction. The default message is “WELCOME.”
Weight Scale Setup
Sage Accpac ePOS Register also allows you to attach one weight scale to a
workstation.
Enable Weight Scale. Select this option to make a weight scale
available to the Register.
If you do not select this option, the Register will not use a weight scale.
(By default, this option is not selected.)
Port. The physical port of the computer to which the weight scale is
attached.
This will be a serial port (COM1, COM2, COM3 or COM4). The default is
COM1.
Installation Guide
4–19
Setting Up Sage Accpac ePOS Register
BAUD. Select the signal format used by the weight scale. The default
format is for a Weight-tronix (or compatible) device.
Dial-Up Setup
If you use a dial-up Internet connection, this feature will automatically call
up your Internet service provider whenever you need an online connection
to the server. You should have already set up Microsoft Windows for
dialing.
Enable Dial-Up. Select this option to enable ePOS Register to
automatically initiate a dial-up connection.
Dial-Up Connection. Select the dial-up connection from the drop-down
list. In order for options to appear in the drop-down list, you must have
already set up Windows to connect to your Internet service provider.
Enable Live Search. Select this option to enable searching for items and
customers from the live database. Note that if you are accessing the
Internet through a dial-up connection, the most efficient modes of
operation may be with local searches and offline transactions.
Credit Card Setup Tab
Sage Accpac ePOS Register can interact with various debit and credit card
clearing software packages by creating a standard file format for the
credit card clearing software.
You must use the Credit Card Setup tab to specify the format of the file
required by your credit card clearing software.
Using Credit Card Clearing Software
Contact your financial institutions for authorized Clearing Centers
(Processors) and confirm that they will work with the certified clearing
software that you have chosen.
You should frequently check with your Clearing Center and Credit Card
Software supplier for any version compatibility changes.
For a listing of certified and supported clearing software for Sage Accpac
ePOS Register, refer to Appendix B.
Setting Up the Credit Card Clearing Input File
Note that different credit card clearing software packages require different
sets of fields to perform credit card checks. Please refer to your clearing
software documentation for the specific information that you require.
4–20
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
Fill in the Credit Card Setup tab as follows.
Software. Choose from the list of standard credit card clearing software
file formats. For example:
•
NONE—No credit card clearing software available.
•
DEMO—Sets the debit/credit card processing within your ePOS system
to a “test” state. You can use the DEMO setting for testing ePOS
before you select the “live” credit card clearing software.
•
EFTPOS
•
ICVerify
•
PCCharge
•
Tender Retail
Depending on the software you are using, you will have to fill in some or
all of the fields on the tab (as shown in the following table).
If you choose this credit
card clearing software:
Then fill in these fields:
DEMO
•
•
Timeout
User/Terminal
EFTPOS
•
•
•
•
•
•
Drop Location
Timeout
Processor Currency
User/Terminal
Use PIN Pad (optional)
Demo Software (optional)
ICVerify
•
•
•
•
•
•
•
Drop Location
Processor
Timeout
Processor Currency
User/Terminal
Use PIN Pad (optional)
Address Verification
PCCharge
•
•
•
•
•
•
•
Drop Location
Logical Merchant
Processor
Timeout
Processor Currency
User/Terminal
Address Verification
Installation Guide
4–21
Setting Up Sage Accpac ePOS Register
If you choose this credit
card clearing software:
Tender Retail
Then fill in these fields:
•
•
•
•
•
Drop Location
Timeout
Processor Currency
User/Terminal
Use PIN Pad (optional)
Drop Location. The folder (directory) where the credit card clearing
software will retrieve files to be processed and drop response files for
Sage Accpac ePOS to process transactions.
Note: You must use a mapped drive letter for folders on a
network drive.
Logical Merchant. Your credit card merchant account number.
You can obtain this information from your financial institution or credit
card clearing center.
Processor. Your credit card clearing center’s ID.
You must use the specific ID provided by your clearing center. This ID is
case sensitive.
Timeout. The time in seconds that the Register will wait for a response
file to be returned from the clearing center.
You must set this high enough for the response file to return, or the
Register will believe that the communication has failed; even if the card is
authorized after the timeout.
The default is 30 seconds.
We recommend a 30 second timeout for TCP/IP connections, and a 240
second timeout for dial-up connections. If you receive a timeout error
while attempting to transfer payment information, increase the timeout
value by 10 (to a maximum of 250). Otherwise, it may keep the
communication port open needlessly.
Processor Currency. The currency of the bank in which your sales
credit/debit card payments will be deposited. ePOS will allow you to
accept debit/credit card payments only in the currency that you specify in
this field.
User/Terminal. This is a required field that identifies the user or the
physical workstation to the credit card clearing software.
•
4–22
If entering a user, the user name is case sensitive.
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
•
If entering a terminal, this must be a different number from other
workstations sharing the same clearing software.
Use PIN Pad. If selected, this option provides for PIN pad integration
(for entering Personal Identification Numbers).
If you do not select this option, the Register will not try to communicate
with the PIN Pad. (By default, this option is not selected.)
Note: You must verify that both your clearing center and software
use standard file formats. Please refer to the previous section on
“Using Credit Card Clearing Software.”
Demo Software. If selected, this option allows for simulated debit/credit
card testing (if the testing feature is available in the credit card clearing
software that you selected in the Software field). Your credit card clearing
software must already be installed and set up on the workstation.
If you do not select this option, the Register will process all files as valid,
live transactions. By default, this option is not selected.
Address Verification. If selected, ePOS will provide integrated credit
card address verification (if this feature is supported by your hardware
and by the credit card clearing center).
Layout Tab
The Layout tab lets you customize your purchase list, payment list,
shortcut keys, special commands, and the background color, fonts, and
appearance of the ePOS Register screens. See Appendix D for more
information on customizing ePOS Register screens.
Installation Guide
4–23
Setting Up Sage Accpac ePOS Register
Purchase List
You can change the information that appears for each item as you add
them to the main transaction entry screen in the Register. To customize
the purchase list, use the following fields:
Purchase List Setup (grid). This area lists all the fields on the purchase
list, and the attributes of each field. The order in which the fields appear
in the list is also the order in which they appear on the Purchase List.
Field attributes
To change the position, width, or attributes of a field, highlight the line
and change the fields below the grid.
Reset to default
Default button. To reset all fields to their default values, click Default.
Field sequence
Move Up or Move Down. Use these buttons to change the position
of fields on the screen.
Horizontal Alignment. Choose whether the text entered in the field
should be left-justified, right-justified or centered.
Width. Enter the number of characters to be displayed for the field on
the purchase list.
Visible. If you choose this option, the field will appear on the purchase
list; otherwise, the field will be hidden.
Fonts
Purchase List Font. This lets you change the font size and font type
used in the Purchase List.
Shortcut Keys
Choose this button to customize your shortcut keys.
Shortcut Keys Setup (grid). This grid lists ePOS functions and their
assigned shortcut keys.
You can change the key assignments by highlighting the function in the
grid, and selecting the shortcut key in the fields below the grid.
•
Choose the key you want to use from the drop-down list.
•
Check whether it is enabled.
•
Choose whether you have to press the Ctrl, Shift, or Alt keys in
conjunction with the selected key.
Default button. To reset all keyboard shortcuts to the original key
assignments, click the Default button.
4–24
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
Color and Font Setup
Choose the Color and Fonts button to customize the look of the ePOS
Register screens.
The Color and Font Setup options let you choose the skin and the fonts for
your register.
General differences
between registers
Skin 1 and Skin 2 provide a full-featured cash register with easy access to
customer lookup, item lookup, layaways, etc.
Skin 3 and Skin 4 provide a more basic cash register for higher volume
retail environments.
Skin 2 and Skin 4 are more customizable than Skin 1 and Skin 3: you can
change the font and screen colors in Register Setup, and, because they
use straight HTML (rather than images to enhance the register
appearance), you can change other screen elements by editing the HTML
pages.
Skins
In the Select Skins field, choose:
•
Skin 1. Choose this option for the standard ePOS appearance.
Skin 1 displays screens that include graphics for rounded corners. You
can change fonts for display and input, and you can change the font
size, but you cannot change screen colors.
•
Skin 2. Choose this option if you want the full-featured register, but
want to make some changes to the register appearance.
Skin 2 displays the Skin 1 ePOS screens without using graphics at the
corners (so it doesn’t have rounded corners). Instead, it uses HTML
only to display the screen.
You can change the colors used on the screen as well as the fonts. For
example, you could change the background color to green, as shown
below. (This example also shows the login screen when you choose
date selection.)
Installation Guide
4–25
Setting Up Sage Accpac ePOS Register
•
Skin 3. Choose this option to use a basic, single screen cash register.
By default, Skin 3 does not provide item or customer lookup facilities
unless you enable their shortcut keys.
Note: With Skin 3 and Skin 4, you must use shortcut keys to get
more advanced register features.
Skin 3 and Skin 4 are good choices for grocery stores, where clerks do
not look up customers and, similarly, rarely look up items (because
they use a barcode reader for item entry).
•
Skin 4. Skin 4 displays a straight HTML version of Skin 3. Choose this
option if you want to modify the basic, single screen cash register.
Like Skin 2, Skin 4 uses straight HTML to display the screen, so you
can change the appearance to match your needs. (This example also
shows modified colors and screen fonts selected in ePOS Register
Setup.)
4–26
Sage Accpac ePOS
Setting Up Sage Accpac ePOS Register
All skins have the
same controls
Colors (Skin 2 &
Skin 3)
Note: All skins share the same controls, so you can change any
skin to add or hide elements. For example, by default, Skin 3 and
Skin 4 do not let you suspend sales, but, if you have a full
keyboard and want to suspend sales with Skin 3, you can enable
the keyboard shortcut.
If you choose Skin 2 or Skin 4, you can change colors by choosing the
degree of red, green, and blue for various screen elements, or by
specifying the hexadecimal RGB number for the color (for example,
#64A83C).
As you change the RGB values, the color sample above the RGB fields will
display the new color. And, once you specify your color, you can apply it
to the screen elements by clicking the appropriate Apply buttons.
•
Form background—the background color of all the ePOS screens (grey
in the example above).
•
Input color—the color of all your input fields.
•
Tab color—the color of the tabs of all your ePOS screens.
•
Forecolor—the color for the font that you selected from the drop-down
list.
When you click an Apply button, a sample of the color appears in the
adjacent field.
Fonts
To change the fonts used in your ePOS screens, use these fields:
Font Setup. From the drop-down list, choose the element on the ePOS
screen you want to change. For example:
•
To change the font for field names, choose Label.
•
To change the font for text entered in fields, choose Input.
Installation Guide
4–27
Setting Up Sage Accpac ePOS Register
Font Family. Choose the font that you want to use for the element you
selected.
Input Size. Choose the type size for the element that you chose from
the drop-down list.
Forecolor. To set the font color for the currently selected element, click
Apply.
See Appendix D
for customization
information
See Appendix D for information on copying Skin 2 or Skin 4 and changing
the fonts, colors and features displayed on ePOS Register screens.
Option Commands
ePOS lets you add commands to an Options menu in ePOS Register. For
example, you could display the Windows calculator to the Options menu
so it would be readily accessible to sales clerks.
Another useful command might open Notepad, along with a particular log
document, so sales clerks could note unusual events that occurred during
the day, such as deliveries, returns, overrides, etc.
The Options menu appears in the Register when you add an option
command.
Setting up
commands
To set up a command for the Option menu, use the following fields:
Option. Enter the name for the command on the Option menu. For
example, “Calculator.”
Command. Enter the path and file name of the program that you are
adding, or use the Browse button to find the program on your computer.
For example, “Windows\system32\calc.exe.”
Click the Add button to add the command to the Options menu.
Payment List
The Payment List button lets you choose the order of payment choices on
a Payment List that you can display automatically on the register’s Finalize
Sale screen.
Enable Payment List. Select this option if you want the payment list to
pop-up automatically each time a sales clerk selects the Finalize Sale
screen.
Sales clerks can still change the payment type on the Finalize Sales screen
even if you don’t enable the list, but the payment list will not appear first
as a required entry.
4–28
Sage Accpac ePOS
Logging On to Sage Accpac ePOS Register
To change the order of choices in the payment list, highlight the payment
type that you want to move, and then click the Move Up and Move Down
buttons.
Layout Options
The Layout Options button provides two options:
Prompt Transaction Successful. If you select this option, the register
will display a message after each successful transaction that the user
must acknowledge. (Sales staff may find the message reassuring,
especially in a low volume environment.)
Enable ePOS Keyboard. If your register workstations do not have full
alphanumeric keyboards, this setting pops up an onscreen keyboard on
the register login form and in data entry forms in Skin 3 and Skin 4—so
sales clerks can enter user IDs, passwords, and comments with discounts,
taxes, and register cashout information.
If you turn on the ePOS keyboard, ePOS Register pops up the onscreen
keyboard at the logon screen and when you click in text fields in data
entry forms in Skin 3 or Skin 4 (in this case, the Comment field).
Note that the ePOS keyboard is not available on the main register entry
screen.
Logging On to Sage Accpac ePOS Register
Follow these steps to log on to Sage Accpac ePOS Register:
1. Click the Start button and select Programs, Sage Accpac, ePOS,
Workstation, and, finally, ePOS Register.
Installation Guide
4–29
Where to Now?
The Sage Accpac ePOS window will appear with the Sage Accpac ePOS
Log On screen in the middle:
Notes:
•
The transaction date fields appear if you selected the Transaction
Date option in Register Setup. If you don’t display them, the
program will use the system date.
•
If you choose Training Mode, ePOS opens a training till that does
not send transactions to Sage Accpac ERP.
In addition:
−
The training till does not let you add or edit customers.
−
Loyalty points and credit card transactions are accepted but will
not be added or processed.
2. To log on, you must enter a till number, user name, and password.
(Depending on how you set up the register, you may have to enter the
date, too.)
Where to Now?
Now that you have set up the ePOS Server and Workstations, you are
ready to use Sage Accpac ePOS.
For instructions on administering ePOS, see the Sage Accpac ePOS
Administrator Guide. For instructions on using the ePOS Register, see the
Sage Accpac ePOS Register User Guide.
4–30
Sage Accpac ePOS
Appendix A
Troubleshooting
Register Activation.........................................................................
Online Communication Disruptions ........................................................
Offline Transaction Flow ...................................................................
Offline Communication Disruptions ........................................................
Live / Local Search .....................................................................
Other Troubleshooting .....................................................................
Installation Guide
A–1
A–2
A–2
A–2
A–3
A–3
A–i
Appendix A
Troubleshooting
Service Won’t Start or Cannot Log onto ePOS
Server
Services displays message “Could not start the ePOSServer
Service service on Local Computer. Error 1067: The process
terminated unexpectedly.”
Check the Application Event log on the server to see the error condition
that prevents the ePOS Server service from starting.
This message will appear when a temporary, 30-day server license
expires.
The browser opens the “page cannot be displayed” page.
•
Confirm that the IP address that you entered is correct.
•
Check that your Internet connection works (if at a remote site).
•
Check that the ePOS Server service is started.
Check the Application Event log on the server to see the error condition
that prevents the ePOS Server service from starting.
Register Activation
I cannot activate my Register from my remote location. Error:
“Can not locate Server.”
•
Check if the ePOS Server is started.
•
Confirm IP or System URL.
•
Check for connectivity (by process of elimination):
−
Can you activate a register on the Server?
If yes, then the Server and Server ports are fine.
If no, then you will need to check for port conflicts or possible
software conflicts/issues.
Installation Guide
A–1
Online Communication Disruptions
−
Can you activate a register on the LAN?
If yes, then the Server, Server ports and LAN ports are fine.
−
Can you activate a register remotely?
If yes, then the Server, Server ports, LAN and WAN (Firewall,
Proxy and connectivity) are fine.
If it is a LAN or WAN issue, have your network specialist address this.
I cannot activate my Register from my remote location. Error:
“Invalid Key”
eDownload has connected with ePOS Server but your Key is invalid.
Confirm both the Server and Register Key.
Online Communication Disruptions
The following is a typical scenario for a communication disruption when
processing transactions online:
1. The Register creates a transaction and transmits it to the Server.
2. The Register fails to establish communication with the Server and
prompts the user to retry transmission or process the transaction
offline.
3. After the maximum number of tries, or after being prompted to do so,
the Register processes the transaction offline.
Note: Transactions are never deleted because payment has been
collected and a receipt has been issued.
Offline Transaction Flow
When processing transactions offline, the Register creates a transaction
and then writes it to the local, offline database.
Offline Communication Disruptions
When processing offline transactions, the Register sends complete
transactions as a single item.
A–2
Sage Accpac ePOS
Other Troubleshooting
If communication between the Register and the Server is disrupted, the
Register prompts the user to check communication with the Server and
ensure that the Server is running.
Live / Local Search
Data lookups are conducted locally or on the Server, depending on
whether the system is running in Offline or Online mode.
Local Search. When creating a transaction, the Register looks at the
local database for data (items, pricing, taxes, etc.).
Live Search. When creating a transaction, the Register connects to and
disconnects from the Server for data (Items, pricing, taxes, etc).
Some lookups
require Live Search
Note: Customer credit balances, Inventory Inquiry, loyalty point
redemptions, and previous order reprint functions must have live
communication to retrieve Server data.
Other Troubleshooting
I don’t have a User ID or a Password. How do I start working in
Sage Accpac ePOS?
Your Sage Accpac ePOS administrator supplies user IDs and passwords.
Sage Accpac ePOS gives access to sensitive data—only those employees
who should have access will be given a user ID and password. If you have
forgotten your user ID or password, please contact your Sage Accpac
ePOS administrator.
I don’t seem to have the most recent data (items, pricing, etc).
If you are working in Local Search Mode; you will need to run Sage Accpac
ePOS eDownload to get the most recent data. See the Sage Accpac ePOS
Administrator Guide.
When I search, Sage Accpac ePOS Register can't find any items.
Confirm the following:
•
Customer records have default pricelists associated with them.
•
Your inventory items are associated with a pricelist.
•
You have the most recent data. See “Using Sage Accpac eDownload.”
Installation Guide
A–3
Other Troubleshooting
How do I give an overall transaction discount?
There are two ways to give an overall transaction discount: by percentage
or by amount. For further information, see the Sage Accpac ePOS Register
User Guide.
How do I see my transaction totals?
Press the Enter key on your keyboard from a blank Item # field on the
Main Screen, and your totals will appear on the right side of your screen.
I try to do something in Sage Accpac ePOS Register, but get a
message stating “Sorry, you do not have the rights to perform this
operation.”
You have not been given the security rights to perform this task. Please
speak to your Sage Accpac ePOS Administrator for additional rights.
How do I change the look of my receipts or reports?
All receipts and reports are available as Crystal Reports and can be
modified. For further information, contact your Sage Accpac ePOS
Administrator.
A–4
Sage Accpac ePOS
Appendix B
Sage Accpac
Certified POS Hardware
Cash Drawer ...............................................................................
Pole Display ................................................................................
Receipt Printer .............................................................................
MSR Device (Card Swipe) .................................................................
Barcode Reader ............................................................................
Weight Scale ...............................................................................
Programmable Keyboard ..................................................................
POS Workstation ...........................................................................
Installation Guide
B–1
B–1
B–1
B–1
B–2
B–2
B–2
B–2
B–i
Appendix B
Sage Accpac
Certified POS Hardware
The following items have been tested to work with Sage Accpac ePOS.
Cash Drawer
•
IBM 4783879 Full Size Cash Drawer (BEL)
•
MMF MCD240 Cash Drawer (Epson RJ11)
Note: The cash drawer must use a serial or parallel port interface.
Pole Display
•
IBM 15K2011 Integrated Display (serial)
•
IBM 15K2012 Distributed Display (serial)
•
Logic Control PD3000 (serial)
Note: The pole display must use a serial port interface. Configure a
generic text printer pointing to the pole display.
Receipt Printer
•
IBM SureMark 4610 Printer (serial)
•
Epson TMU-200 (parallel or serial)
Note: Sage Accpac ePOS uses Windows-based printers.
MSR Device (Card Swipe)
•
IBM 152019 Three Track MSR (keyboard)
•
IBM 54P8786 CANPOS Keyboard with MSR (keyboard)
•
Magtek 21080203 Mini Wedge Track 1 & 2 (keyboard)
Note: The MSR device must use a keyboard wedge interface.
Installation Guide
B–1
Sage Accpac
Certified POS Hardware
Barcode Reader
•
Unitech MS210 CCD Scanner (keyboard)
•
Metrologic MS9540 VogerCG Hand Held Scanner (keyboard)
•
Symbol LS 1902 Trigger Scanner (keyboard)
•
Metrologic MS7120 Orbit (keyboard)
•
Metrologic MS7620 Omni-Directional Scanner - Horizontal (keyboard)
Note: The barcode reader must use a keyboard wedge interface.
Weight Scale
•
Weigh-tronix Scale (serial)
Note: The weight scale must use a serial port interface
Programmable Keyboard
•
IBM 54P8786 CANPOS Keyboard w MSR (ps2)
•
IBM 54P8779 CANPOS Keyboard w/o MSR (ps2)
•
Cherry 7000 Keyboard w MSR (ps2)
•
Cherry 8200 Keyboard w MSR (ps2)
•
Cherry 8113 Keyboard w/o MSR (ps2)
POS Workstation
B–2
•
IBM SurePOS 300
•
IBM SurePOS 500
•
IBM SurePOS 600
Sage Accpac ePOS
Appendix C
Certified Credit Card Clearing
Software
Canada .................................................................................... C–1
USA ........................................................................................ C–1
Australia ................................................................................... C–1
Installation Guide
C–i
Appendix C
Certified Credit Card Clearing
Software
Canada
•
CreditCheq Multi (Tender Retail) version 3.21.58.
•
PCCharge version 5.5 to 5.64.
•
ICVerify version 2.5.01.
USA
Australia
•
EFTPOS version 6.0.7.
Installation Guide
C–1
Appendix D
Customizing Register Screens
Adding a Custom Skin ..................................................................... D–1
Hiding the Layaway Tab in Skin 2 ......................................................... D–1
Enabling Features in Skin 3 ................................................................ D–3
Changing Font Sizes and Colors ........................................................... D–3
Adding a Logo to Skin 3 ................................................................... D–4
Installation Guide
D–i
Appendix D
Customizing Register Screens
ePOS lets you customize the Register screens by changing colors, fonts,
and font sizes, and by hiding features that you don’t use. For example, if
your company does not use layaways, you can rename a copy of Skin 2
and hide the layaway tab.
Adding a Custom Skin
ePOS looks for custom register skins in the custom skins workstation
folder:
C:\ePOS\Skins\Custom
In the following example, we have copied Skin 3 to the Custom folder and
renamed it SAMLTD.
The new SAMLTD skin will appear in the drop-down list of skins in the
Color and Font Setup section on the Layout tab in ePOS Setup.
Note: Do not customize skins in the Standard folder. If you install
a new version of ePOS or an ePOS service pack, the update will
overwrite the standard ePOS skins.
Hiding the Layaway Tab in Skin 2
The following example shows how you can hide features in the standard
skins, such as the Layaway tab.
Installation Guide
D–1
Hiding the Layaway Tab in Skin 2
You can hide features in the ePOS Register, but you cannot
delete them from the HTML files. All controls must be listed, or the
ePOS Register will not work.
Note:
Because the Layaway tab appears on several HTML screens, we have to
hide the Layaway in several files using a class that has already been
defined in the ePOS style sheets — divHideIDs:
.divHideIDs {
visibility:
hidden;
}
To hide the Layaway tab:
1. Copy the Skin 2 folder into the Custom folder and rename it.
2. Open eMain.html with any text editor and find divLaySearch.
3. Change the class to divHideIDs.
<div id="divLaySearch" class="divHideIDs">
4. Open eCustFinder.HTML and change the class for divCFLaySearch to
divHideIDs.
5. Open eItemFinder.HTML and change the class for divIFLaySearch to
divHideIDs.
6. Save all three files.
7. Run ePOS Setup for the workstation, and choose the skin that you
changed in the Color and Font Setup section on the Layout tab.
8. Close ePOS Setup, and open the ePOS Register. The Register screen
will no longer display the Layaway tab:
Without Layaway tab:
With Layaway tab:
D–2
Sage Accpac ePOS
Enabling Features in Skin 3 and Skin 4
Enabling Features in Skin 3 and Skin 4
ePOS lets you enable item or customer lookup, line editing, line discounts,
and layaway features in Skin 3, Skin 4 and any custom skins simply by
enabling the shortcut keys on the Layout tab in Sage Accpac ePOS Setup.
If you want to set up a group of registers quickly, you can also edit and
copy the skin’s Shortkutkeys.xml file from one register to another.
For example, to allow item lookup and item selection in a custom version
of Skin 4, change the Enabled tag to “true,” and copy the file to each
register using the same register skin.
All enabled shortcuts appear on the shortcuts list in the Register Help
menu.
Changing Font Sizes and Colors
The following pictures show which settings in Register Setup change the
font size and color for the various register elements.
Skin 2
Tab color
Purchase list font
and font size
Form
background color
Input color
Input font and
input font color
Label font color
Installation Guide
D–3
Adding a Logo to Skin 4
Skin 4
Label font color
Form background
color
Tab color
Purchase list font
and font size
Input font and
input font color
Input color
Adding a Logo to Skin 4
You can also add your company logo to the Register screen for Skin 4 by
copying your logo to the image folder for the skin, and deleting a set of
comment line at the end of eMain.HTML
<!-- delete comment tags to add your logo
<div class="EnLogo" id="divLogo">
<div class="cell1">
<img src="images/logo.jpg" />
</div>
</div>
-->
Skin 4 with logo
Logo added to
the bottom-right
corner
D–4
Sage Accpac ePOS
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