PC Software Samstock V48 user Manual - THE-CHECKOUT-TECH

PC Software Samstock V48 user Manual
Users Manual
Samstock V4.8.x
Contents
Chapter 1
– Welcome
CHECK ON WHAT YOU NEED____________________________________________________ 12
Chapter 2
– Installing
INSTALLING _______________________________________________________________ 14
INSTALLATION OPTIONS ______________________________________________________ 19
FIRST TIME LOAD ___________________________________________________________ 20
LOADING _________________________________________________________________ 21
LICENSING ________________________________________________________________ 22
MODULE LICENSING _________________________________________________________ 22
NAVIGATION _______________________________________________________________ 24
Chapter 3
– Register Configuration Settings
INITIAL COMPANY DETAILS ____________________________________________________ 25
CASH REGISTER DETAILS _____________________________________________________ 26
MODEM DETAILS____________________________________________________________ 27
EASY 2 TOUCH COMMUNICATIONS _______________________________________________ 28
SENTINEL NETWORK SET-UP – XP PRO ___________________________________________ 30
SENTINEL NETWORK FILE SHARING ______________________________________________ 31
ON ALL TERMINALS (SHARING HARD DRIVE) ______________________________________ 31
ON ALL TERMINALS (MAPPING THE DRIVE) _______________________________________ 31
NETWORK FILE SHARING – SENTINEL ____________________________________________ 32
SETTING THE DATA LOCATIONS (EXCEPT TERMINAL 1) ______________________________ 32
SETTING TERMINALS FOR CONSOLIDATION _______________________________________ 32
SENTINEL PC CONNECTION SETUP ______________________________________________ 33
SETTING UP CONNECTION TO SAMSTOCK. _______________________________________ 33
LOADING THE SENTINEL PC COMMUNICATIONS PROGRAM ___________________________ 33
SENTINEL ETHERNET SETUP ___________________________________________________ 34
AUTO LOAD THE ETHERNET SAMSTOCK FTP _____________________________________ 34
CONFIGURING ETHERNET FTP SERVER TERMINAL 01_______________________________ 34
Samstock V4.8.x
SAMSTOCK ETHERNET SETUP __________________________________________________ 35
SETTING THE FTP SERVER FOR ETHERNET ______________________________________ 35
SENTINEL AND ICR TOUCH MODEM SETUP ________________________________________ 36
INSTALLING THE MODEM ____________________________________________________ 36
SENTINEL AND ICR TOUCH MODEM SETUP ________________________________________ 37
CONFIGURING TERMINAL01 FOR INCOMING CALLS __________________________________ 37
SAMSTOCK MODEM SETUP ____________________________________________________ 38
INSTALLING THE MODEM ____________________________________________________ 38
SAMSTOCK SPS2000 ETHERNET CONNECTION _____________________________________ 39
SAMSTOCK RAS CONNECTION SETUP ____________________________________________ 41
CONFIGURING THE RAS CONNECTION FOR SPS2000 _______________________________ 41
CONFIGURING THE RAS CONNECTION FOR SENTINEL _______________________________ 48
SAMSTOCK TO SENTINEL MODEM SETUP __________________________________________ 49
SETTING THE FTP SERVER FOR MODEM CONNECTION.______________________________ 49
SAMSTOCK TO ICR TOUCH SETUP ______________________________________________ 50
SETTING THE IP ADDRESS.___________________________________________________ 50
COLLECTING PRE-PROGRAMMED ECR DATA _____________________________________ 51
SAMEVENT ________________________________________________________________ 52
Chapter 4
– Customising Settings
CUSTOMISING SECURITY LEVELS _______________________________________________ 53
SAMSTOCK OPTIONS _______________________________________________________ 55
PRODUCT FILE OPTIONS ____________________________________________________ 56
PRODUCT FILE OPTIONS ____________________________________________________ 57
LOCATION OPTIONS ________________________________________________________ 58
SHELF EDGE LABEL OPTIONS ________________________________________________ 59
ORDER / TRANSFER OPTIONS ________________________________________________ 60
REPORT OPTIONS _________________________________________________________ 61
CUSTOMISING FINANCIAL DATA _________________________________________________ 62
CUSTOMISING STAFF SALES DATA ______________________________________________ 65
CUSTOMISING STAFF SALES DATA ______________________________________________ 66
CUSTOMISING HOURLY SALES DATA _____________________________________________ 68
CUSTOMISING VAT RATES _____________________________________________________ 69
Samstock V4.8.x
Chapter 5
– Product Creation
SUPPLIERS ________________________________________________________________ 71
CLASSIFICATION GROUPS _____________________________________________________ 73
PRODUCT GROUPS __________________________________________________________ 74
STOCK UNITS ______________________________________________________________ 75
SALES UNITS ______________________________________________________________ 76
PRODUCTS ________________________________________________________________ 77
PRODUCT DETAILS ________________________________________________________ 78
PRODUCT PRICING ________________________________________________________ 79
PRODUCT STOCK _________________________________________________________ 80
PRODUCT OPTIONS ________________________________________________________ 81
PRODUCT MONITOR LINES ___________________________________________________ 83
PRODUCT PICTURE ________________________________________________________ 84
PRODUCT RECIPES __________________________________________________________ 85
SALEABLE ITEM RECIPES ____________________________________________________ 86
STOCK RECIPES __________________________________________________________ 86
MIX & MATCH ______________________________________________________________ 89
MIX & MATCH – SENTINEL VERSION 8 ____________________________________________ 90
MIX & MATCH - ICR _________________________________________________________ 91
MONITOR LINES ____________________________________________________________ 92
Chapter 6
– ECR Product Management
EASY 2 TOUCH SCREEN M ANAGEMENT ___________________________________________ 93
ADDING A NEW BUTTON_____________________________________________________ 94
BUTTON RE-SIZING ________________________________________________________ 94
BUTTON MOVEMENT _______________________________________________________ 94
BUTTON COPY ___________________________________________________________ 94
EASY 2 TOUCH CATEGORIES ___________________________________________________ 95
SPS1000 / SER-7000 – WLU’S _______________________________________________ 96
SPS1000 / SER- 7000 – STATUS GROUPS ________________________________________ 97
SPS1000 / SER-7000 - KEYBOARD _____________________________________________ 98
SENTINEL – SCREEN MANAGEMENT _____________________________________________ 99
SPS2000 SCREEN DESIGNER _________________________________________________ 101
ICR TOUCH – ECR PROGRAMMING _____________________________________________ 102
Samstock V4.8.x
Chapter 7
– Email and SMS Notifications
EMAIL ACCOUNT SETUP _____________________________________________________ 112
SMS ACCOUNT SETUP ______________________________________________________ 106
USER DETAILS ____________________________________________________________ 107
USER NOTIFICATION GROUPS _________________________________________________ 107
SMS FINANCIAL SETUP _____________________________________________________ 108
SAMEVENT EMAIL AND SMS SETUP ____________________________________________ 118
Chapter 8
– Samevent
SAMEVENT - EXECUTE ______________________________________________________ 112
SAMEVENT EXECUTE AN IMMEDIATE TASK ________________________________________ 114
SAMEVENT CREATING A TIMETABLE EVENT _______________________________________ 115
SAMEVENT EVENTS LISTING__________________________________________________ 116
SAMEVENT - LOG __________________________________________________________ 117
SALES DATA RE-FILE ______________________________________________________ 117
SAMEVENT _______________________________________________________________ 118
Chapter 9
– Reporting Information
REPORTING NAVIGATION _____________________________________________________ 119
REPORTING NAVIGATION _____________________________________________________ 120
REPORT FORMAT ________________________________________________________ 121
REPORT OPTIONS __________________________________________________________ 122
DATE RANGE ___________________________________________________________ 124
LOCATIONS _____________________________________________________________ 124
REPORT CRITERIA _________________________________________________________ 125
PRODUCT GROUP ________________________________________________________ 125
REPORT MENU BAR_______________________________________________________ 125
REPORT PRINTING________________________________________________________ 126
AUTO EXCEL OUTPUT _____________________________________________________ 126
REPORT PRINTING OPTIONS __________________________________________________ 127
CHART DISPLAY _________________________________________________________ 127
X REPORTS_____________________________________________________________ 128
Samstock V4.8.x
Chapter 10
– Register Sales Journal Reporting
EASY 2 TOUCH AND SENTINEL JOURNAL _________________________________________ 129
VIEW _________________________________________________________________ 130
SORTING THE INFORMATION _________________________________________________ 131
FILTERING THE INFORMATION ________________________________________________ 132
SPS-1000/2000/7000 JOURNAL ______________________________________________ 132
ICR TOUCH JOURNAL _______________________________________________________ 134
Chapter 11
– Stock Purchasing
STOCK M ANAGEMENT _______________________________________________________ 135
ORDERS _______________________________________________________________ 136
DELIVERIES _____________________________________________________________ 136
PURCHASES ____________________________________________________________ 136
TRANSFERS FROM ONE LOCATION TO ANOTHER __________________________________ 136
W RITE-OFFS ____________________________________________________________ 136
REVIEWING INVOICES _____________________________________________________ 136
STOCK M ANAGEMENT _______________________________________________________ 137
METHOD 1
- USING SUGGESTED RE-ORDER LEVELS _____________________________ 137
ORDER ________________________________________________________________ 137
DELIVERY ______________________________________________________________ 137
PURCHASE _____________________________________________________________ 137
METHOD 2
- M ANUALLY ENTERED RE-ORDER LEVELS ___________________________ 138
ORDER ________________________________________________________________ 138
DELIVERY ______________________________________________________________ 138
PURCHASE _____________________________________________________________ 138
METHOD 3
- NO ORDERS BUT DELIVERY & PURCHASE ENTRY ______________________ 138
DELIVERY ______________________________________________________________ 138
PURCHASE _____________________________________________________________ 138
METHOD 4
- PURCHASE ENTRY ONLY. _______________________________________ 138
PURCHASE _____________________________________________________________ 138
STOCK M ANAGEMENT _______________________________________________________ 139
STOCK MANAGEMENT NAVIGATION ___________________________________________ 139
MAIN ICONS ____________________________________________________________ 139
ORDERS/DELIVERY/PURCHASE ________________________________________________ 140
MAIN SCREEN ___________________________________________________________ 140
SUPPLIER DETAILS _______________________________________________________ 140
PRODUCT DETAILS _______________________________________________________ 141
REVIEW INVOICES __________________________________________________________ 142
W RITE OFF STOCK ________________________________________________________ 143
TRANSFERRING STOCK ______________________________________________________ 144
Samstock V4.8.x
Chapter 12
– Stock Taking
STOCK TAKING PROCEDURE __________________________________________________ 145
UPDATE CURRENT STOCK MOVEMENTS _________________________________________ 146
TAKE STOCK SNAPSHOT ___________________________________________________ 146
PHYSICALLY COUNT STOCK ITEMS ____________________________________________ 146
ENTER STOCK TAKE ______________________________________________________ 146
ANALYSE RESULTS OF STOCK COUNT __________________________________________ 146
OPTIONALLY SET OPENING STOCK____________________________________________ 146
MONTHLY STOCK TAKING PROCEDURE ________________________________________ 147
STOCK TAKING SNAPSHOT__________________________________________________ 148
ENTERING STOCK TAKE ____________________________________________________ 149
REPORTING STOCK TAKE RESULTS ____________________________________________ 150
UPDATE CURRENT STOCK __________________________________________________ 151
Chapter 13
– Management System Settings
GLOBAL PRICE CHANGE _____________________________________________________ 153
SYSTEM TASKS ___________________________________________________________ 156
Chapter 14
– Data Backup
BACKING UP DATA _________________________________________________________ 157
Chapter 15
– Import / Export
IMPORT MODULE___________________________________________________________ 164
GROUP CLASSIFICATION ___________________________________________________ 165
PRODUCT GROUP ________________________________________________________ 165
FULL PRODUCT DETAILS ___________________________________________________ 166
PRODUCT STOCK ________________________________________________________ 167
PRODUCT PRICE _________________________________________________________ 167
PRODUCT POINTS (SPS-1000/SER-7000) _____________________________________ 167
SUPPLIER DETAILS _______________________________________________________ 168
PRODUCT STOCK REFERENCE _______________________________________________ 168
STAFF DETAILS __________________________________________________________ 168
EXPORT MODULE __________________________________________________________ 169
FILENAME: CLASS.SES ____________________________________________________ 170
FILENAME: PRODUCTDAY.SES ______________________________________________ 170
FILENAME: PRODUCTFULL.SES ______________________________________________ 171
FILENAME: PRODUCTSTOCK.SES ____________________________________________ 171
FILENAME: PRODUCTPRICE.SES _____________________________________________ 172
FILENAME: STAFF.SES ____________________________________________________ 172
FILENAME: SUPPLIER.SES__________________________________________________ 172
Samstock V4.8.x
Chapter 16
– Modules
SAGE LINE 50 ACCOUNTING MODULE ___________________________________________ 173
CUSTOMISING THE SAGE IMPORT _____________________________________________ 174
GENERATING THE SAGE IMPORT FILE__________________________________________ 175
VIEWING THE SAGE IMPORT FILE _____________________________________________ 175
SAGE LINE 50 ACCOUNTING MODULE ___________________________________________ 176
IMPORTING THE FILE INTO SAGE _____________________________________________ 176
SUCCESSFUL IMPORT SCREEN _______________________________________________ 176
DELETING THE IMPORTED FILE_______________________________________________ 177
SPEDI ORDERING MODULE ___________________________________________________ 178
SETTING UP THE NISA LINK _________________________________________________ 178
SPEDI ORDERING MODULE ___________________________________________________ 179
SETTING UP THE NISA SCHEMES _______________________________________________ 179
SENDING AN ORDER ______________________________________________________ 181
COLLECTING PRODUCTS ___________________________________________________ 181
SPEDI ORDERING MODULE ___________________________________________________ 182
CJ LANG WHOLESALE ELECTRONIC TRANSFER ____________________________________ 183
CONSOLIDATING STOCK _____________________________________________________ 185
HAND HELD TERMINAL MODULE _______________________________________________ 186
SENDING FILES __________________________________________________________ 187
RESET HHT ____________________________________________________________ 187
SEND PRODUCTS ________________________________________________________ 187
HEAD OFFICE TO BRANCH FILE TRANSFER _______________________________________ 188
SALES FORMAT __________________________________________________________ 190
PRODUCT MAINTENANCE FORMAT ____________________________________________ 191
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