POS system quick start guide - Point of Sales System Malaysia

POS system quick start guide - Point of Sales System Malaysia
P.O.S system quick start guide
for BMO offline POS client version 2435XX onwards
guide version 070214
www.bizcloud.asia | www.posmarket.com.my
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Table of Contents
What is in this Guide?.................................3
How this User Guide Help?.........................3
Frequently Used Terms...............................3
Getting the software....................................3
Create an online account............................3
Installation....................................................3
Installation of dot Net Framework..............3
Installation of SQLite Framework..............4
Installation of Thumbprint Reader ............4
Installation of BMO client (POS software). 4
Software Activation....................................5
Update BMO Offline POS .........................5
Check Software Version............................5
Initial POS Configuration............................5
Operating POS system................................6
Make Cash sales.......................................6
Make partial payment................................6
Make order................................................6
Find a receipt.............................................6
Split pay....................................................6
Service by.................................................6
Tables / order.............................................7
Void receipt...............................................7
Return or refund a receipt.........................7
Return and re-open a receipt....................7
Discount....................................................7
Service charge..........................................7
Tax / GST / VAT.........................................7
Round up...................................................7
Shortcut keys.............................................8
Petty Cash Configuration............................8
Navigate in Point Of Sale Main Screen......8
Stocks.........................................................10
Creating Category...................................10
Unlimited level of categories...................10
Creating Type..........................................10
Creating Unit...........................................10
Creating Item...........................................10
Creating Options......................................11
Creating Sets...........................................11
Member Discount....................................11
Set recurrence of membership on item....11
Consignment...........................................11
Receive Items..........................................11
Update Existing Item...............................12
Capture photos........................................12
Adjustment..............................................12
Stock Count.............................................12
Barcode......................................................12
Receipts......................................................13
Receipt Report........................................13
Setting form................................................13
Receipt Tab.............................................13
General Tab.............................................14
Display Tab..............................................15
SMS........................................................16
Interface..................................................16
Conditions tab ........................................17
Order tab.................................................17
Pin Reload tab.........................................17
Magnetic Card Reader tab......................18
Backup tab..............................................19
Manual Backups................................19
Auto Backup when Sync (Online POS
System)..............................................19
Copy Data..........................................19
Change PC........................................19
Weight tab...............................................19
Login tab.................................................20
Fingerprint..................................................20
User Permission.........................................21
Hardware supported..................................22
Contact us..................................................22
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What is in this Guide?
This BMO Point of Sales Guide will help you quickly start to use the BMO Point of Sales Offline
System, and helps you to explore the power of computerized system.
How this User Guide Help?
This BMO Point Of Sale user guide will provide guidance with samples, scenarios, procedures
and graphic to help user master the BMO Point Of Sale system in a short period.
We have provide another quick and easy way for user to find help, users can access our
POSMarket website for more details online guide.
Online User Guide - Please refer to Wiki Guide at http://posmarket.com.my.
Frequently Used Terms
Transaction
A process of purchase items in Point Of Sales System
Customer contact
Customer contact details
Receipt list
A list of receipt or transaction records
Getting the software
You can get the POS software from www.posmarket.com.my or visit our web site at
http://bizcloud.asia. The software comes with 30 days full trial. Within the 30 days trial, you will
be able to use the full software online and offline. After you have downloaded the software,
please follow the instructions below to get started.
Create an online account
After the installation you will need to register an account at POS Market by accessing the
website http://www.posmarket.com.my
1. Click to Login / Register
2. Enter your details in the register form.
3. Activate your account by clicking on the activation link in the activation email that send
by POS Market.
4. If you have made the purchase, please continue to register the software by clicking
register.
5. Any questions please contact us.
Installation
Installation of dot Net Framework
The POS client run on dot NET environment. Therefore, we need to install dot NET framework 4
for the POS software to work.
1. Go Under POS Drivers, POS Market Download Page. Microsoft .NET Framework 4
(Web Installer) and click "Visit Website". Alternatively you can go to dot NET Framework
website directly.
2. Click “download”.
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3. Click “Run” when security warning appear.
4. Then, Tick “I have read and accept the license terms” and click “Install”
5. At this stage the .Net Framework installation is complete.
Installation of SQLite Framework
The POS client uses SQLite as database engine.
1. Go to POS Market Download Page. Click “Downloads” at the top navigation menu.
Under POS Drivers, choose SQLite Framework 4.0 and click download. Save the file.
2. When the security warning appear click “Run”
3. Then Welcome screen will appear click “Next”
4. Save the file and click “Next”
5. Choose “Full installation and click “Next”
6. Continue by clicking “Next”
7. Choose “Generate native images for the assemblies and install the images in the native
image cache.” and click “Next”
8. The last step click “Install”.
Installation of Thumbprint Reader
The POS client supports thumbprint reader for login, attendance and authentication.
1. Go to POS Market download page,
2. Download the U.are.U 4500 Thumbprint Reader
3. Unzip the file.
4. Find the install executable and execute it.
5. Follow the instructions.
Installation of BMO client (POS software)
1. Visit www.postmarket.com.my to download the latest version of the software.
2. If you have any older version, please update the software for additional features or bug
fix.
3. Download BMO offline terminal with the latest version
4. Unzip the folder, then double-click on setup.
5. Run the setup.exe, if an error messages prompts you to install.Net Framework 4 in your
computer, please install it first before you installing BMO Offline POS Terminal.
6. After .NET Framework is installed, please run the POS setup exe file
7. After verifying, click “Install”. The application will prompt you to begin the installation
process.
8. Once the BMO offline POS Terminal has been installed completely, click “OK” until
proceed to the setting window.
9. Fill in all the information on the left, after finish filling it click “Apply”.
10. You can use the full software for 30 days.
11. After that must purchase our offline POS Terminal software before you can continue
using the application. Otherwise, you will not be able to activate successfully. After
clicking "OK", you will be returned to the main POS Client login window
12. f you have paid for the offline POS Terminal prior setup, the software will be activated
successfully and shows the message below instead.
13. Fill in your username and password, then click login
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Software Activation
You have 30 days full trial, if expired, you may not able to log into the BMO Offline POS. please
provide us the activation code and made the payment. Once the payment confirmation is
verified, we will activate the software for you, then you will just have to click activate button to
get it activated.
Every activation code of the software is only valid for the same computer. If you plan to use
multi-stations system please purchase licenses for each computer.
Update BMO Offline POS
We will always update, enhanced and improved our BMO Offline POS to meet the needs and
requirement of customer. User can get the free upgrade version through our website at
POSMarket.com.my. If user encounter any error, try download and update the latest software in
POSMarket website, if the problem could not fix, try calling our customer support at 1300 73
7389.
1. Backup all your data, normally, copying the whole c:\BMO folder will contain all your
data.
2. Uninstall the BMO POS client at remove software
3. Then reinstall the latest version downloaded from the http://posmarket.com.my
4. Please contact us if you have any problems.
Check Software Version
1. Start the POS Client Software.
2. On the top left of the client, below POS Client Login, it show “Last sync : mm/dd/yyyy
4:43:19 PM 2.4.3.415”.
3. “2.4.3.415” represent the current software version.
4. Alternatively, you can login to POS client and click “Info” button.
Initial POS Configuration
Initially, users are required to do some simple setting in POS Offline System before using it.
Click Setting button to insert the user information.
1. At this point, you had registered an account online, and are able to login to the online
account using your admin username and password.
Setting folder
Default is C:\BMO
Database folder
Default is C:\BMO, if you use multi-stations, this database folder
will be the centralize database folder
Company id
Login online, go to company info, find the company id.
Company code
At the company info, you will found the company code, it is the
same through out the whole branches.
Admin username
The root admin that you registered
Admin Password
The root admin password.
Branch ID
Click branches button at company info, the found the branch ID.
Next receipt No
Decide the next integer for the receipt.
Prefix
The prefix for receipt, can use alphanumeric
API Key
Can be found in company info page
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Currency
Indicate your currency
After that, make the save. Please make sure you have internet connected for initial data
synchronization.
Operating POS system
Make Cash sales
1.
2.
3.
4.
Simply select the item and make cash sales
There is an exact payment shortcut button if necessary
Cash sales amount will be entered to petty cash
The petty cash can then be checked out, or checked in
Make partial payment
1. If your customer make a partial payment, you can enter it to the tendered amount
accordingly then click order.
2. For next payment, click the calculator icon beside tendered text box to enter the amount.
3. You can do this a few times until the exact amount has been paid
Make order
1. When order is made, you can print the receipt without payment.
2. This is suitable for Food and Beverage flow.
3. When the customer wants to make payment, you may key in the receipt no at “Receipt”
text box. If the system found multiple receipts, it will pop up a screen for you to choose
the correct one.
4. You can select the receipt from receipt form too. Click the receipt button, find the receipt
and then click “make payment/open”
Find a receipt
1. At any time, click the receipt button to open receipt form.
2. Filter the receipt accordingly, then click “Make payment/open” to open the receipt for
further action.
3. You can print the receipt again too.
4. The filtered receipt can be send to report printer by clicking the various report buttons
beside the receipt filter.
Split pay
1. Firstly you start by making an order.
2. After a moment, assume the customer want to make payment for each person.
3. Then there is a need to make split payment, you can check the item and then click “Split
pay”. Key in the tendered amount into the text box and it shows amount to change.
4. The order will be complete once the payment is done.
Service by
1. If you have multiple items serviced by different people, then you may want to indicate
the service personnel at the item list.
2. Select the item row, and click the service by column, a box will pop up for you to choose
the employee that serve the customer.
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3. You can view the service by report at receipt form.
Tables / order
1. Most F&B (food and beverage) cafe needs to setup table layout, you can do so by
clicking the layout button at POS screen.
2. Then you can select the table to retrieve a receipt
3. Also, you can add “PAX” at the text box which normally refer to how many people are in
the table
Void receipt
1.
2.
3.
4.
Open the receipt form, find the receipt you want to void.
Select it and click void.
The item quantity will return to inventory if you need.
The payment will checked out from petty cash as well.
Return or refund a receipt
1. Just void the receipt will do.
Return and re-open a receipt
1.
2.
3.
4.
Find the receipt, and open it.
Go to return tab and click re-open the receipt.
The receipt will void automatically and the re-copy all the items to the new receipt.
Then continue to make payment and close the new receipt.
Discount
1. You can perform discount at each item or for total receipt.
2. Permission setting can authorize an employee to perform discount or vice-verse.
Service charge
1. Service charge setting can be found at setting page.
2. Once set, it will perform service charge to the whole receipt.
Tax / GST / VAT
1. There are multiple tax type available, you can set it online or offline
2. You can check the report at receipt form
Exclusive Amount
The tax value will be added to the receipt after total amount.
Exclusive Percent
The tax value will be added to the receipt after total amount
according to percentage.
Inclusive Amount
The tax value already included inside the amount of the item.
Inclusive Percent
The tax value already inside item price, using percentage.
Per Item
The tax value will be calculated by item.
Round up
1. By default the round up is to nearest 0.05
2. You may set the round up figure at setup.
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Shortcut keys
F1
Info
F2
Order
F3
Exact
F4
Cash
Petty Cash Configuration
You will need to create 2 accounts code for Cash In and Cash Out. If you have more counters,
you will need to create more account codes to separate each petty cash in and out.
1. Login to the online account with your registered username, password and company
code.
2. Go to Ledger → Chart of Account → New Account Code.
3. Select 100000 - Petty Cash for the Parent Acc Code.
4. Create your own General Ledger Acc(numeric).
5. Key In Cash In at the Acc Description.
6. Choose Cash for Acc Type.
7. Click on Save button to save the new account code.
8. Click on New Acc Code for create another account code.
9. Repeat step 3 to step 7 to create an account code for Cash Out.
10. Change the Acc Description to Cash Out for cash out account code.
11. Go to P.O.S → POS Setting → Petty Cash setting for your HQ.
12. Click Add Petty Cash Account button.
13. Select Cash In acc code for Pay In, and Cash Out for Pay Out.
14. Save the setting.
After done the configuration part, login in to application with your username and password, and
do an initial synchronization by clicking on the Sync button. After the initial synchronization,
restart the application.
Navigate in Point Of Sale Main Screen
Log into POS Point of Sale
1. Double click on the icon of BMO Offline POS (after done installation a BMO Offline POS
icon will be created on desktop)
2. Enter your Username and Password to login. Your username and pasword are the same
as during registration to POSMarket.
3. When you log into BMO Offline POS , the BMO Offline POS main screen is appeared.
On the main screen of your POS Offline System, there are buttons which have different
functions.
Sync
Synchronize all information online. The admin then can view all data from
web site by login to www.posmarket.com.my, also they can view full
information via mobile phones or tablets.
Receipt
Show receipt lists, filter and receipt related reports.
Petty Cash
For cash in and cash out, use the operations here.
Contact
For contact database, memberships and etc.
Stock
For stock in, out, stock count, barcode and stock related functions.
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PIN
Use for selling reload cards
Camera
Surveillance using web cam.
Credit
Coming soon.
Layout
Bird view of your outlet, suitable for restaurant.
ISMS
Send SMS to your contact database using http://iSMS.com.my API.
Info
Shows application details, version and permission setting.
Alert
Re-order alert, membership activation, expires and all other important
information.
New
Clear the receipt information to start a new one.
Delete
Delete the item row
Status
For food and beverage usage. User can select such as take away or dine in.
The order that send to kitchen will show the status.
Check All
Select all the items in the transaction list.
Split pay
Split the group bill for individual payment.
Order
Make order without payment. The receipt will be created but the payment will
only be recorded after completing the receipt.
Other
The POS system accept other payment types such as vouchers, credit cards
and etc.
Exact
For those customer who had pay the exact amount of the transaction.
Cash
Complete the transaction.
Shop icon
Preview layout of shop to choose a table
Pax
Number of people in this receipt
Contact button
Search customer using Name, Phone No, Custom Mem No, Member RefNo,
Member Card Swipe.
Service By
Choose the employee servicing the customer
Grand total
Total price
Extra Disc
Give extra discount manually or using calculator.
Before Tax
Total price before tax
Srvc / Tax
Service charge, setting can be found at “Setting”
Round up
Total price after rounding
Tendered
Payment
Done Button
Done Button will display the total amount on the customer display
Print full
Print full receipt immediately, only for existing receipt
Print Item
Print items only, only for existing receipt
Category / home For category navigation
Set button
Show item sets only
There are a few tabs for receipt operations.
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Receipt info tab
Pickup date
Set date to pickup items
Warranty date
Set warranty date for purchased items
Service date
Set date to service
Return Tab
Void Button
Void a receipt if customers want to refund or return.
Re-open
Void and reopen a receipt
Copy
Copy current item list to a new receipt
Stocks
Inventories form shows full stock lists. Within the form, you can create items, maintain stock
balance, set price, option groups and etc.
Creating Category
1. Click the Setup menu.
2. Click Item Category.
3. In order to create a new category, double-click on the Empty Text Box and type in the
name of new category.
4. Close the window and a new category is created.
Unlimited level of categories
1. You can set parent category to each category.
2. The level can be unlimited. It is presented as category button at the item panel.
Creating Type
1. Click the Setup menu → Item Type.
2. Click on the New button and you can enter a new item type.
3. Click Save after you have done typing the new item type.
Creating Unit
1. Click the Setup menu → Item Unit.
2. Click on the New button and you can enter a new item Unit.
3. Click Save after you have done typing the new item unit.
Creating Item
1.
2.
3.
4.
5.
6.
7.
8.
9.
Tick the New Item below the Reports button in the Inventory window.
Insert Item name and description.
Create a MFG (manufacturer) code or Barcode for the item. (optional)
Choose the category and type.
Choose Unit for the item.
Set price for the item.
The Re-Order will alert when the specific item's balance reached.
If re-order is configured, please make sure Physical Check is ticked.
Click the New Item button to save it.
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Creating Options
Due to special order, you can create Options to handle it.
1. Click the Setup menu → Item Options.
2. Click New and you can start creating options.
3. Save it by clicking Save button to prevent options lost.
4. Each options will add to selling price if price are set.
Creating Sets
1.
2.
3.
4.
5.
6.
Click the Setup menu → Item Set.
Click New to create new set of items.
Enter the name of set.
Browse corresponding Item List by clicking on '…' button.
Make sure the Status is Active and Save it.
Select an item that you want to add into set from the item list and click the Set tab below
the Setup button in inventory window.
7. Choose a set that you want to add item into from the Available Set Drop Down Menu.
8. You can adjust the Quantity of the item that you want to add into the set by changing the
numeric value in Qty (Quantity).
9. Then press Insert Button under the Set tab to insert the set to the selected item.
Member Discount
1.
2.
3.
4.
5.
6.
7.
Select the item from the item list that user want to give discount.
Member tab can be found in the Inventory window beside the Item tab.
Discount can be given to different customers according to their member category.
Select the member category that you want to give discount.
Discount type can be chosen whether is in Percentage or Amount.
After that, insert the value that want to be discount and press Insert button.
Discount also can be remove.
Set recurrence of membership on item
Typically, this can be use for member fees, or daily pass, weekly pass and etc.
1. Select an item use for recurrence membership.
2. Choose the Payment Type for the selected item which is the membership duration.
3. Set Initiate Action and the Expiry Action
4. Mem category to perform action can be set depends on the which membership that
users want to assign the setting .
5. After a customer buying a recurring item, their membership category and status will be
changed based on the setting in Inventory window under Recurr tab.
6. Membership duration can be check in the Contact window.
Consignment
•
If you have items that is consignment from your vendor or you pay to the vendor after
the item sold, you can check the “consignment” check box to differentiate it.
Receive Items
Receive items from vendor and add the quantity in to stock.
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Receive
1. Select the item to receive quantity.
2. Click on the Receive button that can be found under the item list in Inventory window.
3. Key in the received quantity from vendor into the text box.
4. Click Receive Button.
5. The on hand quantity changed
Quick Receive
1. Click on the Quick Receive button, users can receive items quickly by just entering and
scan the item MFG Code .
2. After that item name will be shown and user just key in the amount of quantity received
from vendor.
Update Existing Item
1.
2.
3.
4.
Update button is just right beside the New Item button.
Users can click on any item that wanted to be updated.
Edit information of the item at the left column.
Once finish modifying the information, press Update to save the update (once any
transaction or synchronization have been done, the item name can't be change or edit).
Capture photos
1.
2.
3.
4.
5.
6.
7.
POS system is capable of accessing your web cam and help you capture item photo.
Select the item
Click the camera button
Start the camera
Take a photo
Save as item photo
You can set the photo to sync online automatically or manually.
Adjustment
Any item lost or damage , user can adjust the quantity in the system.
1. Select the quantity that user want to make adjustment.
2. Click on the Adjustment button.
3. Key in the value that want to deduct from the on hand quantity and putting a “-” minus
sign before the value.
4. Place description (if necessary) and serial number (for serial controlled item).
5. Click adjustment button to save the change.
Stock Count
1. When you need to do stock count, select the stock count button to show a stock count
windows.
2. You may use scanners to assist you or print the list for manual counting.
3. Later you may update the quantity accordingly.
4. The process can be saved for any interruptions.
Barcode
1. At the bottom of Inventory window, there are few Barcode related buttons.
2. Barcode image is generated based on the value entered into the MFG Code text box.
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3. The Barcode image is right beside the Save Barcode button .
4. Click on the Save Barcode button, choose a directory and the barcode image will be
saved.
5. Another Barcode button with a printer icon on it will print out image of barcode once user
click on it.
6. If you connect the system to barcode printer, the POS system will be able to print
barcode accordingly.
Receipts
1. Click on the Receipt button beside the Sync button at the top row of buttons, a Receipt
window will prompt out.
2. Transaction records can be found at the middle of the Receipt window.
3. Users can sort those transactions based on Number, Transaction Number, Date and
other information.
4. There are various type of filter function provided to user to filter their transaction records
under the Receipt filter section.
5. When user select or click on an receipt, the receipt details will be shown at the bottom
section.
6. User can also select the receipt that they want to print out. After that, click on the
Preview button in the receipt window, another print preview window prompt up, click on
the Print button to print the receipt.
7. You can open a pending receipt for continue payment or voiding.
Receipt Report
1. There are various kind of receipt reports have been provided. You can use the filter
function to filter the data.
2. After filter, you can view the report by clicking on the various report buttons.
3. Receipt report will be exported into .csv (comma separated values) file type and user
can be view and analyze those reports in Microsoft Excel.
Setting form
Firstly, you need to open your "BMO offine pos" and click "Setting".
An Authentication box will pop out and fill in your "User Name" and "Password". After completed,
click "Submit" button.
There are various settings to fill your needs
Receipt Tab
Receipt Setting
Define how the receipt send to customers, by printer, SMS or both. If
SMS, you will need internet and http://isms.com.my account.
Receipt Header
Shows company details in receipt heading. Details should be set at
online account.
Receipt Detail
Shows details of an item.
Group same item
If this option is chosen, when the items are identical, it will be group
together, add up to the quantity.
Single item only
Each item will be one line in receipt
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Receipt footer
Shows payment related information
Receipt Contact
Select which customer contact details to be shown
Price before discount
Show price before discount in receipt
Price after discount
Show price after discount in receipt
Split/Combine receipt
Operations after split or combine receipt
Receipt Layout
Choose is printing with receipt printer or A4 size receipt
Receipt Header
Define custom header for the receipt. You can choose a logo or
letterhead for your receipt here.
Use image
Check to use the image as receipt header.
Use header
If checked, the receipt will show this customized header text.
Receipt Footer
The footer you want to put inside the receipt. Terms can conditions
can insert here.
Footer at print item
Normally, print item is use to print out the items only, for kitchen or to
prepare the order. However due to different scenario, you can choose
to print the footer together with items too.
Footer at receipt
If you want to show or hide footer at receipt.
Footer at order receipt
If you want to show or hide footer at order receipt.
General Tab
Printer group
Order Print
When make order, the system will print a receipt automatically
Receipt with barcode Print a barcode on top of the receipt. It is the receipt no, on scan it will
grasp the correct receipt. Best for order and payment.
Print item separately
If checked, system will print out the receipt and items separately in two
paper.
Font size
Overall font size for receipt
Receipt printer
Define which printer for receipt printing
Item Printer
Define which printer for item printing. It can be separated printer.
Sometimes, the printer will be located in the kitchen.
2nd Item Printer
Under some circumstances, you may need extra item printer.
Barcode Printer
Define the default barcode printer. POS client is capable of working with
most window based barcode printers.
Report Printer
Define the report printer. Due to large amount of data, normally report
needs A4 printer.
Cut Item Category
If there are needs to separate items according to category and print it in
different paper, select this option.
Item Font Size
The font size use for item printer.
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Cash Drawer Trigger Group
Auto open cash
Tick to enable cash drawer open automatically after printing receipt
drawer
Enable cash drawer
trigger
By default, the cash drawer is connected to the printer. Once printing
the cash drawer will open (based on printer setting). However, by
installing a cash drawer trigger, you can trigger the cash drawer
separately.
Port
Select the port use by cash drawer trigger
Baud
By default it is 9600, please set it to 9600
Overall Service Charge Control
Srvc Charge Control Control service charge online
Online
Service charge
enabled
If enable service charge on this POS
Charge Type
Percentage or amount, inclusive or exclusive
Charge Amount
The value
Overall Tax (GST) Control
Tax Control Online
Control Tax value online
Tax enabled
If enable tax on this POS
Tax Type
Percentage or amount, inclusive or exclusive
Tax Amount
The value
Item Image Synchronization
Auto
Automatically sync all images with online account
Manual
Manually upload or download an image via inventory window
None
Don't sync
Display Tab
Dual Screen
To enable dual monitor system
Screen Image/Video
Browse image/video for second screen
Enable Stand Display Enable customer display
Port
Choose the correct port
Baud
Typically, it is 9600, please set up accordingly.
Characters per line
There are 20 characters display, 22 characters and other. Please make
correct setting.
Line 1 & line 2
The default welcome message to show at the stand display.
Enable Stand display If you need 2 stand display. Normally you will need to use two different
2
drivers and manufacturer for two stand display to prevent driver
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crashes.
Port
Select the correct port
Baud
Normally it is 9600
Characters per line
The numbers of characters the stand display support.
Reset Layout
The POS main screen remembers the last location. If you happen to
change the monitors, location or etc, please reset the layout to bring
back the POS screen.
Show transaction
form
Once the receipt generated, a transaction form will appear. If you do not
need the form, please unchecked this.
Second screen size group
This define the second screen size
1024 * 768
Your desktop size is 1024 * 768
1366 * 768
Your desktop size is 1366 * 768
Max window
Set the default windows size
Alert group
Auto Pop Up Alert
When Login
Automatically pop up alert when login to POS main screen. Default
setting is to show the alert numbers only.
SMS
1.
2.
3.
4.
5.
6.
POS client allows users to send SMS using iSMS.com.my API.
Go to www.isms.com.my to create an account.
Make sure you have enough credits inside.
Go back to offline pos system and key in information(username and password).
Click apply button then you are ready to use the ISMS
Now you can send SMS via contact form inside the POS system.
Interface
POS Interface group
List
Show the items in list format
Buttons
Show the items using buttons
Button Image
Enable image display inside button
Login Alternative group
Finger Print Login
Use fingerprint reader to login to system. Please remember to install the
URU driver from http://posmarket.com.my
Username Login
Use default way to login, based on username and password
Magnetic card login
Use magnetic card to login. This need card reader
You can make login alternative combination for ease of use.
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Attendance
Capture Attendance
To track the employee attendance. The data can be view from human
resource management login.
Log out without transactions group
If there are no activities, the system should logout within preset variables.
Until log out
System won't log automatically log out until user manually log out
30 minutes
Log out every 30 minutes without transaction.
5 minutes
Log out every 5 minutes without transaction.
Every payment
Log out after every payment.
1 hour
Log out every 1 hour without transaction.
15 minutes
Log out every 15 minutes without transaction.
Every transaction
Log out every transactions
Screen Size group
1024*768
For small screen, or typical touch screen size
1366*768
For bigger screen, LCD or laptop
Max Window
By default maximize the POS main screen
Discount Buttons
You can modify the discount buttons to suit your needs
Payment Buttons
You can modify the payment buttons to suit your needs.
Order button
To enable or disable the button
Cash button
To enable or disable the button
Other button
To enable or disable the button
Conditions tab
This function will alert the user when selling price less than cost.
Order tab
“must enter table no” to ensure user have to enter table number will creating order and receipt.
Pin Reload tab
PIN reload is securely stored (offline/online mode) in encrypted format in the POS terminals. It is
an electronic top up module added by BMO POS System. This PIN Reload module provides
immediate top up of mobile prepaid credit at point of sale.
Convenient to the your customers as they just need to visit your shop. With the integrated Pin
reload module, you can easily key in all the coupon serial numbers and provide it to the
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customer upon payment received. Of course, this module is not just limited to mobile credit
reloads.
Fill in the details of the "Reload PIN", such as "Username" and "Password" into the POS Client.
After that, login to your POS client and click on "PIN" button.
Select "Provider", "Denomination" and "Tendered". Then, click "Enter".
Finally, you can reload your mobile phone with the PIN number provided in the receipt.
Magnetic Card Reader tab
Install Magnetic Card Reader.
1. Plug-in Card Swipe Machine.
2. Make sure a beep sound is heard
3. A pop up appears on screen (for first-time installation only) which notifies that installation
of card swipe device is done.
Configure Magnetic Card Reader at POS Terminal
1. First, user need to run Offline BMO POS Terminal and click “Setting”. Log in with user
User Name and Password.
2. Plug in the magnetic card reader (any model) to cpu or laptop.
3. In the Setting page, go to "Magnetic Card" section. Then, move the mouse cursor to
"Test String" column and click on the text area with the digit "0" if any.
4. Swipe your magnetic card by using the magnetic card reader. A string of code will
appear on Test String column.
5. Choose a username and password for your company employee from the code (But DO
NOT fill in the Username and Password column).
6. Continue by following the steps below:
7. Change the number beside "Username" (from -1 to 0).
8. Change the number beside "Password" (from -1 to 1).
9. Select column "Use this setting for login".
10. Click "Test". The system will automatically fill in Username and Password for you.
11. After clicking "Test", values of user last entered username and password should appear.
Finally, click "Apply".
Below is the example of Username and Password that the system processed. Click "Apply" if
everything is correct.
1. Go to POS Market Login Page and login with your username and password.
2. In your POS Market account, mouse over at "Employee" and click "New Employee".
3. Under the "PERSONAL" tab, fill your employee details, especially columns marked with
*.
4. Click the "SYSTEM ACCOUNT" tab, click the select box at UserType column and
choose "EMPLOYEE".
5. Click the select box at *Grp Permission column and choose "Admin".
6. Fill in the same Username and Password that you have filled at BMO Offline POS
Terminal setting page (Step 5).
7. Click the "EMPLOYMENT" tab, go to "Employee Type" select box and choose
"Permanent staff". After completed, click "Save" to save the info.
8. Your employees can now login to the POS Client by swiping their employee magnetic
card at the magnetic card reader.
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Backup tab
Reports, data and records are important for all business establishments. Creating a backup copy
of your business information is an important and necessary step to help your business grow
successfully. The backup copy can be used to recover your data if your computer is stolen,
deleted data accidentally or system is corrupted. You are able to create multiple backup copies
via our Offline and Online POS system. Our Offline POS Terminal backup function is able to
backup your company's important records.
you can manually backup data or restore the data from this tab. Please do backups frequently.
Manual Backups
You can manually create backups in our Offline POS System within a few simple steps:
1. Click the Setting button at the lower left corner of your Offline POS System login screen.
2. Key in your POS admin username and password.
3. Go to Backup Tab,check auto backup and click Apply button. Then your data will be
automatically saved into your computer's C drive.
Auto Backup when Sync (Online POS System)
1. There is a Cloud Backup function in our Offline POS system. You will be able to create
another backup into BMO cloud system by clicking the Synchronize button.
2. After you have login to our offline POS system, the synchronise button is located at the
upper section of the main screen.
Copy Data
You can also make another copy of your business data and save it into your thumb drives,
external drives or another computer by clicking the Copy Data button.
Your valuable data will be saved in a zip file
Change PC
If you are facing a problem such as CPU failure and need to change to a new CPU, you can
restore your data into your new computer using the backup data file.
Quick steps to restore:
1. Go to the backup folder zip file > extract the zip file > open the folder until you reach the
files as shown below.
2. Select all the files and folders and copy them.
3. Create a folder named bmo in C drive and paste all the copied file into this folder.
4. Now you can start to use your Offline POS Terminal again.
Weight tab
Weight is the setting for the weight machine. For example select an item then measure the
weight. The weight will appear on the display.
1. Firstly enable it
2. Choose the port
3. Normally baud is 9600
4. After complete all the step and click apply
5. You are ready to use it
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Login tab
Default Location
Set a default location for the POS terminal.
Refresh
Refresh the branch location
Kiosk
Kiosk mode
Window
Windows mode
Initial Login BizCloud Sub Module group
The BMO client is able to login to different modules.
1. Human Resource Management Client
2. Inventory Management
3. Point Of Sales Client
4. Attendance Clock
Fingerprint
Installation
1. Go to www.posmarket.com.my and click "Download" at the top navigation menu.
2. At the Download page, scroll down to POS Drivers and download 'U.are.U 4500
Thumbprint Reader' driver.
3. After downloading the file, you have to right-click the file and click "Extract File" to unzip
the file.
4. Double-click the "Setup" file in URU4500-framework inside RTE folder.
5. When InstallShield Wizard box pops up, click "Next" to proceed.
6. Click "I accept the terms in the license agreement" after reading through the license
agreement and click "Next" to proceed.
7. Click "Next" until the page ask for “Install”. Click on "Install".
8. A window pops up, shows the installing status bar . You have to wait till the process
completes when the status bar is fully change to green colour.
9. When Window RTE installation is completed, click 'Finish' to exit the wizard.
10. After installing the program, you need to restart your computer. Click "Yes" to restart it.
Setup
1. In the Settings page, go to Login section and select "Human Resource Management
Client" as your BizCloud module and click "Apply".
2. Login to your POS Client account.
3. Plug in fingerprint reader to your computer.
4. At the Human Resource Management Client window, go to Employee section and click
"Employee List".
5. Select the employee and click "Finger Print Enroll".
6. When the Finger Print Enrollment box pops up, your employees can start to put their
thumb on the finger print reader to scan the finger print.
7. The POS system will read the finger print that captured automatically.
8. NOTE: You have to repeat step 7 for 3 times until the finger print template is ready for
you to save.
9. You need to run your "BMO Offline POS" again and login to "Setting" page.
10. In the Settings page, go to Login section and change back your Initial BizCloud Login
module to "Point Of Sales Client".
11. Then, go to Interface section, add "Finger Print Login" as login alternative and click
"Apply".
12. Now, your employee can scan his thumb by using finger print reader to log in the POS
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Client account.
User Permission
By default, once you create an account, 3 employees will be created with different group
permission. Please change the permission accordingly on the web site. The permission will be
sync to offline and the system will grant the access according to the group permission.
Permission set for employee
1. Go to www.bmo.my and login with user details
2. Hover on “Admin”, a drop down list will appear
3. Hover on “Permission Setting”
4. Next, click on “Group Permission”
5. A group named Admin will appear on the list, click on “Duplicate” on the Action column
6. Admin_COPY will be the name of the new list, click on “Edit” on the Action column
7. \On the Edit Position Permission box, change the group name and description followed
by user needs.
8. Below the Edit Permission box, there is a list of permission that can be set for employee.
User can customize it.
9. After done customizing it, scroll back up to the top, there is a Deliver / sales person from
branch box, user must select one branch in order to succeed on the following
permission.
10. Click on “Submit” after done on everything.
Table below shows some of the permissions available at the POS terminal menu.
Change Price
Cash Display on Button
Disable receipt report item
Setting
Export Receipt
Receipt report category
Sync Button
Open Cash Drawer
Modify Reorder
Petty Cash
Receipt Button
Adjustment Button
Inventory
Modify Credit Limit
Disable receipt report Print
Item
Pin Reload
Void Receipt
Receipt report customer
isms
Voucher online
Disable receipt report payment
type
Cost
Perform Discount
Disable receipt report service
by
Receipt List Total
Disable receipt report daily
summary
Disable receipt report service
by detail
Disable receipt report profit
Item Serial Online
Profit Button
Petty Cash Total
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Hardware supported
Receipt printer
The software supports 80mm, 58mm receipt printer. Basically all
window based receipt printer will be compatible.
Typical printer
If you need to print A4 size receipt, you can use any typical printers.
Just select the A4 receipt will do.
Cash drawer trigger
Normally, cash drawer will open once print receipt. If the action has to
be separated, you need to use a cash drawer trigger.
Cash drawer
A cash drawer can be connected to printer or cash drawer trigger.
Barcode scanner
POS system is capable of connecting to barcode scanner. All windows
based barcode scanner will work.
Barcode printer
The POS system can connect to barcode printer to print barcode
directly from the system.
Card reader
A card reader is use to read credit cards, membership card and etc. You
can use it to login to the system as well.
Customer display
Customer display shows the price to customers. You can set the
characters in setting.
Dual monitor
The system can support dual monitor, the second monitor will just show
the item purchased by customer.
Finger print reader
You can use the finger print reader to login to the system, it can record
the attendance as well.
Weight machine
Any weight machine is able to plug into the system
Touch screen monitor The POS support all kinds of windows based monitor.
Barcode weight
machine
The POS software is able to support barcode weight machine. Each
item can attach to different set of barcode setup.
Camera
Any camera that is supported by windows can use to capture item
image and do surveillance.
Contact us
MobiWeb World Wide Support
Singapore Helpline: +65 3158 4888
Malaysia Helpline: 1300 88 7389
Mobile Phone: +6012-4927082
Email: [email protected]
Headquarters (HQ)
Mobiweb Sdn Bhd (760405-K)
WebASP Sdn Bhd (832475-W)
No.B-2-7, Block B, Kuchai Exchange,
Jalan Kuchai Maju 13, Kuchai Lama 58200,
Kuala Lumpur, Malaysia
Tel: +603-79801388
Mobile Phone: +6012-4927082
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Fax: +603-79802388
Email: [email protected]
Research & Development Office (R&D)
Mobiweb Sdn Bhd (760405-K)
WebASP Sdn Bhd (832475-W)
No. 40-1, Persiaran Bayan Indah, Bayan Bay, 11900 Bayan Lepas, Penang, Malaysia.
Tel: +604 642 0621
Mobile Phone: +6012-4927082
Fax: +604-6468367
Email: [email protected]
BizCloud Asia sdn bhd
Penang Georgetown office
546 Jalan Dato Keramat.
10150 Georgetown Penang.
Copyrights: MobiWeb sdn bhd, all rights reserved.
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