Geller Touch User Guide
Geller Touch
Geller Touch User Guide
Version 1.0 (8.1.0 r2b31)
1
Contents
About This Manual ..................................................................................................... 9
Back Office .............................................................................................................. 10
General Navigation ............................................................................................... 10
Your Product Database ........................................................................................ 11
How to create a new PLU/Product ..................................................................... 12
Editing existing Product ..................................................................................... 13
Deleting a Product ............................................................................................. 14
Add a comment .................................................................................................. 15
Enable Compulsory Receipts for a Product ....................................................... 16
Suppliers ............................................................................................................... 17
Creating new Supplier........................................................................................ 17
Editing an existing Supplier................................................................................ 18
Deleting a Supplier ............................................................................................. 18
Condiments ........................................................................................................... 19
Creating a new Condiment ................................................................................ 19
Editing a Condiment........................................................................................... 20
Deleting a Condiment ........................................................................................ 20
Attaching a Condiment to a Product .................................................................. 21
Removing a Condiment from a Product ............................................................. 22
Menus ................................................................................................................... 23
How to create a new Menu ................................................................................ 23
To edit an existing Menu .................................................................................... 23
To delete a Menu ............................................................................................... 24
Questions .............................................................................................................. 25
To create a new Question .................................................................................. 25
Attaching a Question to a product...................................................................... 26
To remove a Question from a Product ............................................................... 26
Customer Display (Pole Display) .......................................................................... 27
Create a message .............................................................................................. 27
Saving Changes ................................................................................................. 28
Operators .............................................................................................................. 29
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To create a new Operator .................................................................................. 29
To edit an existing Operator............................................................................... 31
To delete an Operator ........................................................................................ 31
Receipt Set Up ...................................................................................................... 32
Setting the Header and Footer for Receipts ...................................................... 32
Reason Menus ...................................................................................................... 34
To add a value to a reason type ........................................................................ 34
To remove a reason ........................................................................................... 35
Sales Mode .............................................................................................................. 37
Basic User Operations (Hospitality) ...................................................................... 37
To access Sales Mode from the Back Office ..................................................... 37
Signing on to the till ............................................................................................ 38
Making a Sale .................................................................................................... 39
Using the Quantity Button .................................................................................. 40
Selling with a Modifier ........................................................................................ 41
Free Text ............................................................................................................ 42
Using a menu ..................................................................................................... 42
Selling Products with Condiments ..................................................................... 43
Layaway ............................................................................................................. 43
To recall a transaction that has been laid away ................................................. 44
Storing to Tables/Tabs ....................................................................................... 45
Covers ................................................................................................................ 47
Splitting the Bill .................................................................................................. 48
Moving products to another table....................................................................... 49
Product Search .................................................................................................. 50
Product Enquiry ................................................................................................. 51
Paying a transaction .......................................................................................... 52
To accept multiple Tender Types....................................................................... 53
Printing a Receipt ............................................................................................... 54
Basic User Operations (Retail) ............................................................................. 55
To access Sales Mode from the Back Office ..................................................... 55
Signing on to the till ............................................................................................ 56
Making a Sale .................................................................................................... 57
Product code ...................................................................................................... 58
Using the Quantity Button .................................................................................. 59
Free Text ............................................................................................................ 59
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Using a menu ..................................................................................................... 60
Using the scanner for products with barcodes ................................................... 61
Layaway ............................................................................................................. 61
Product Search .................................................................................................. 63
Product Enquiry ................................................................................................. 64
Paying a transaction .......................................................................................... 65
To accept multiple Tender Types....................................................................... 66
Printing a Gift Receipt ........................................................................................ 67
Printing a Receipt: .............................................................................................. 67
Functions .............................................................................................................. 68
Fixed Discount ................................................................................................... 68
Item Discount ..................................................................................................... 68
All Discount (Subtotal Discount) ........................................................................ 69
Void/Void Entire Transaction ............................................................................. 70
Void Entire Transaction...................................................................................... 71
Refund Item ....................................................................................................... 71
Refund Current Transaction............................................................................... 72
No Sale .............................................................................................................. 72
Paid Out ............................................................................................................. 73
Paid In ................................................................................................................ 74
Price Change ..................................................................................................... 75
Terminal Reports ..................................................................................................... 76
Current Financial .................................................................................................. 76
Current Financial ................................................................................................ 76
Group/Dept ........................................................................................................ 76
Product Sales ..................................................................................................... 76
Sales Commission ............................................................................................. 76
Charge Sheet Status.......................................................................................... 76
Mix and Match .................................................................................................... 76
Archive/Central – Sales ........................................................................................ 77
Daily Sales ......................................................................................................... 77
Weekly Sales By Day ......................................................................................... 77
Consolidated Weekly Sales ............................................................................... 77
Sales By Period ................................................................................................. 77
Sales Commission ............................................................................................. 78
Operator Sales ................................................................................................... 78
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Group/Dept......................................................................................................... 78
Product Sales Report ......................................................................................... 78
Hourly Report ..................................................................................................... 78
Mix and Match .................................................................................................... 78
End of Day ......................................................................................................... 79
Cash Declaration ............................................................................................... 79
Sales Review ........................................................................................................ 82
Central/Archive Sales ........................................................................................ 82
To find a transaction from a past date ............................................................... 83
To Print a Copy Receipt ..................................................................................... 86
To Print an A4 copy of the receipt...................................................................... 86
To void the transaction....................................................................................... 87
To Print the Search result List from the Receipt Printer .................................... 87
To Print a Copy Of a Selection Of Receipts ...................................................... 88
To Export to HTML ............................................................................................. 88
To Export to Excel: ............................................................................................. 88
To Change the Current Criteria:......................................................................... 88
Serial Tracking ...................................................................................................... 89
Set up a product for serial tracking .................................................................... 89
Selling a Product with serial tracking ................................................................. 89
Looking up Serial Tracking transactions ............................................................ 91
Mail Merge Wizard ................................................................................................ 92
To Export Data ................................................................................................... 92
Commission .......................................................................................................... 96
Setting Up Personnel ......................................................................................... 96
Deleting Personnel ............................................................................................. 97
Editing Personnel ............................................................................................... 98
Saving Changes ................................................................................................. 99
Setting Up Rates ................................................................................................ 99
Selling with Commission Set ............................................................................ 100
Clock In/Out ........................................................................................................ 102
To Clock In ....................................................................................................... 102
To Clock Out .................................................................................................... 102
Labels ................................................................................................................. 103
Printing from the Product Record..................................................................... 103
Printing from the Database .............................................................................. 104
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Credit Notes ........................................................................................................ 107
Issuing a Credit Note ....................................................................................... 107
Using/Redeeming a Credit Note ...................................................................... 108
Stock In/Out ........................................................................................................... 109
Setting up a Stock item .................................................................................... 109
To set up a recipe item .................................................................................... 111
Stock Orders ....................................................................................................... 114
To create a new Order manually...................................................................... 114
Setting a Product to use min and max criteria ................................................. 117
To Book an Order into Stock............................................................................ 118
If the delivery was correct: ............................................................................... 120
If the delivery Qty or Cost was incorrect: ......................................................... 121
Deleting an Item ............................................................................................... 122
Adding an Item ................................................................................................. 122
Edit an Item ...................................................................................................... 123
Goods In ............................................................................................................. 124
Creating Goods In ............................................................................................ 124
Goods In Page ................................................................................................. 127
Stock Taking ....................................................................................................... 128
Doing a Stock Take.......................................................................................... 128
Stock Adjustments .............................................................................................. 131
To create a new adjustment............................................................................. 131
Stock Adjustments Screen ............................................................................... 134
Edit an Adjustment: .......................................................................................... 135
Delete an Adjustment....................................................................................... 135
View an Adjustment ......................................................................................... 136
Customer Back Office............................................................................................ 137
Customers .......................................................................................................... 137
Creating a New Customer................................................................................ 137
Adding a Customer to a Group ........................................................................ 139
Attaching a Picture ........................................................................................... 139
Allocating a Swipe Card ................................................................................... 140
Entering Birthdays and Anniversaries .............................................................. 140
Putting a Customer ‘On Stop’ .......................................................................... 140
Adding Comments ........................................................................................... 140
View Deposit History ........................................................................................ 141
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Transaction Overview ...................................................................................... 142
Customer Groups ............................................................................................... 143
Adding a New Group........................................................................................ 143
Deleting a Group .............................................................................................. 144
Customer Orders ................................................................................................ 146
Create a New Order: ........................................................................................ 146
Add to an Existing Order: ................................................................................. 148
Remove an Item from an Order ....................................................................... 150
Amending a Product on an Order .................................................................... 151
To Print the Order ............................................................................................ 151
To Print a Mini Statement ................................................................................ 151
Deleting an Order ............................................................................................. 152
Loyalty ................................................................................................................ 153
Setting Up a Customer for Loyalty Discount .................................................... 153
Loyalty Points Overview................................................................................... 153
Comments .......................................................................................................... 154
Adding Text ...................................................................................................... 154
Listing ................................................................................................................. 155
Run a Report .................................................................................................... 155
Customer on the Terminal ..................................................................................... 156
Credit Notes ........................................................................................................ 156
Issuing a Credit Note ....................................................................................... 156
Using/Redeeming a Credit Note ...................................................................... 157
Deposits .............................................................................................................. 159
Taking a Deposit .............................................................................................. 159
Refund a Deposit ............................................................................................. 161
Print a Deposit List: .......................................................................................... 162
Redeeming a Deposit ...................................................................................... 163
Orders ................................................................................................................. 165
Create a New Order ......................................................................................... 165
Add to an Existing Order .................................................................................. 167
Remove an Item from an Order ....................................................................... 169
Amending a Product on an Order .................................................................... 170
To Print the Order ............................................................................................ 170
To Print a Mini Statement ................................................................................ 170
Deleting an Order ............................................................................................. 171
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Adding a Deposit to an Order .......................................................................... 172
Refunding a Deposit from an Order ................................................................. 174
Finalising an Order ........................................................................................... 176
On Stop ............................................................................................................... 178
What happens on the till? ................................................................................ 178
Loyalty ................................................................................................................ 179
Making a Sale with Loyalty .............................................................................. 179
Redeeming Points ............................................................................................ 180
FAQs and Top Tips ............................................................................................... 182
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About This Manual
This Manual tells you how to use Geller Touch. It gives you information on how to
set up and maintain your system and some general good practice advice. Any
information you cannot find in this manual is covered in the Advanced User Manual,
please speak to your Dealer.
This manual assumes that the target audience is familiar with PC s and their
general use.
To make the manual user friendly; icons that you will see on your screen have been
used e.g.

Keep an eye out for boxes like this as they contain tips and helpful hints!
Mix and Match is not included in this version as it is currently being rewritten
Handhelds, Location Stock, Accounts, Bookings and Scales will be included in the
next release
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Back Office
General Navigation
Top - takes you to the first record
Previous - takes you to the previous record
Next - takes you to the next record
Last - takes you to the last record
Delete - will delete the current record
Save – saves any changes made to the current record
Abort – exits the current record and does not save any changes
Exit – exits the Geller Touch Software
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Your Product Database
Your Product Database should be regularly maintained with key information such
as cost and retail prices. The product database is divided into 3 areas; Groups,
Departments and PLUs (products).
A ‘Group’ is a reportable area e.g. Food. A ‘Department’ is a reportable area within
a ‘Group’ e.g. Starters.
To create a PLU you must have the Group and Department in place first e.g. if we
wanted to create ‘Soup’ we would need Food and Starters.
Before you start to set up your system it is a good idea to decide how you would
like your reports to look and devise a naming convention for your PLUs e.g. 01001,
01 may be the Department e.g. Food and 001 the first product e.g. Soup so the
product will have a PLU of 01001 and a description of Soup. If being used in the
Retail environment with scanner the PLU should be the barcode.
Other mandatory information for the product record is the supplier name; this can
be created from the product record.
Group
Department
Starters
PLU/Product
Prawn
Cocktail
Soup
Food
Mains
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Lasagne
How to create a new PLU/Product
 You can also create products on the fly in sales mode – see Functions
section
If you are using the stock control module as well please also refer to Stock In/Out
section of the manual before saving the item.
Select
Select
A blank product record is displayed
Enter the PLU number (barcode) or if not being used in conjunction with a
scanner enter the name of the product – this is limited to 14 characters,
defaults to uppercase and is shown on reports
12
Press Enter, if you wish to create this product select Yes, if a
product with the PLU already exists you will be taken to that record
Enter the description of the product – this is limited to 30 characters and is
shown on reports
In the price levels section enter the retail price for the relevant sale sizes and
price levels
Select the ‘Profile’ tab
From the drop down list select the department the product belongs to
From the drop down list select the supplier
Select save

If the Department or Supplier does not exist select ‘Add’ and you can add
them straight in to the database
Editing existing Product
Select
Select
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Enter the PLU or description of the product or use the search
boxes and press Enter
The Product record is displayed, from here you can edit information such as
prices, reporting department, name

The PLU field cannot be edited
Once all changes have been made select Save

Any changes made will take effect immediately
Deleting a Product
Select
Select
Enter the PLU (or use the PLU and description search boxes) of the product
to be deleted and press Enter
Select
The system will ask if you are sure Select Yes/No

The deleted product can still be reported on historically

If the PLU has more than one barcode use ‘Alternative PLU’s’ tab to add the
extra ones in – each barcode can have its own price
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Add a comment
Comments are displayed on the terminal and/or customer receipts and are product
specific
Select
This will display the comments page
If the comment is to be displayed to the Operator only
Tick the display comment to operator box
Type text into the text box below
If the text is only for a Trainee Operator
Tick the display only for trainee operator box
If the comment is to print on a receipt
Tick the print comments on receipt box
If the text is different type the text into the receipt comments lines
Once the product is selected for sale on the terminal it will display this screen
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Enable Compulsory Receipts for a Product
Select
Tick
Every time this product is sold it will produce a receipt
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Suppliers
Creating new Supplier
Select
Select
A blank Supplier record is displayed
In the supplier code field enter in the unique supplier code – this can simply
be 001 if your suppliers do not use codes
Press Enter, if you wish to create this Supplier select Yes, if a Supplier with
the code already exists you will be taken to that record
Enter the company name in the company field

This is the only mandatory information; you can however fill in the other fields,
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this information will be shown in the supplier list report.
Editing an existing Supplier
Select
Select
From the drop down box select the supplier to be edited or type in the
supplier code and press enter
Edit the information as required
Select Save
Deleting a Supplier
Select
Select
From the drop down box select the supplier to be edited or type in the
supplier code and press enter
Select delete
If you are sure you want to delete this supplier select Yes, if not select No
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Condiments
Condiments are extra instructions that can be added to the profile of a product e.g.
cooking instructions for a steak or size of shoe sold.
Creating a new Condiment
Select
Select
A blank Condiments record is displayed
Enter the unique condiment number (you can see the last one used by
looking in the drop down list)
Press Enter, if you wish to create this Condiment select Yes, if a Condiment
with the code already exists you will be taken to that record
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Enter the title of the condiment e.g. Cooking Instructions or Shoe
Colour
Press Enter
In the first field type the first selection you would like to see in your list
If this is not a compulsory selection remove the tick from the ‘Compulsory’
box
Once all the options have been entered select Save, if you do not wish to
Save this select Abort

The options will be displayed on the till in the order they are entered in this list
Editing a Condiment
Select
Select
From the drop down box select the Condiment to be edited or type in the
condiment number and press enter
Edit the information as required
Select Save
Deleting a Condiment
Select
Select
From the drop down box select the Condiment to be edited or type in the
condiment number and press enter
Select Delete, if the Condiment is attached to 1 or more products you will see
the following message:
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If you are sure you want to delete it select Yes if not select No
Attaching a Condiment to a Product
Select Products
Find the product you wish to attach the Condiment to
Select the ‘Profile’ tab
In Condiments use the drop down selections to chose the options you wish to
attach
Select Save
21
Removing a Condiment from a Product
Select Products
Find the product you wish to remove the Condiment from
Select the ‘Profile’ tab
In Condiments Select the
Select Save
next to the option you want to remove

You can have a maximum of 3 condiments attached to a product and each
condiment can have a maximum of 16 options

These print on remote printer tickets only.
22
Menus
Menus are buttons on the tills that display predefined products e.g. all pasta dishes
or all type of shoe.
How to create a new Menu
Select
Select
Enter the unique menu number (you can see the last one used by looking in
the drop down list)
Press Enter, if you wish to create this Menu select Yes, if a Menu with the
number already exists you will be taken to that record
Enter the title of the Menu e.g. Pasta Dishes or Trainers
Press Enter
With the cursor in the Option 1 field select ‘Search Product’
From the tree view select the 1st product you wish to be displayed in the
menu
Once all the products are listed select Save
To edit an existing Menu
Select
Select
23
A blank menu record will be displayed
From the drop down box select the Menu to be edited and press enter
Edit the information as required
Select Save

You can have a maximum of 16 options attached to a menu
To delete a Menu
Select
Select
From the drop down box select the Menu to be edited and press enter
Select Delete
If you are sure you want to delete it select Yes if not select No
24
Questions
Questions can be used in several ways e.g. in the bar environment they can be
used to prompt the user to check for ID when selling alcohol or in the retail
environment to up sell; so if they are selling a pair of shoes would the customer like
shoe polish?
To create a new Question
Select
Select
A blank Questions record will be displayed
25
Enter the unique number (you can see the last one used by looking
in the drop down list)
Press Enter, if you wish to create this Question select Yes, if a Question with
the number already exists you will be taken to that record
Enter the title of the Question e.g. Over 18 or Shoe Polish?
In the Question field type in the question or prompt
Select the type of result to be entered e.g. Yes/No or a number
In the result lengths select the minimum and maximum answer length
Unique Question – does it ask once in the transaction or each item that has
the question attached
If this does not need to be printed on the receipt tick the Do Not Print box
Attaching a Question to a product
Select Products
Find the product you wish to attach the Question to
Select the ‘Profile’ tab
In Questions use the drop down selections to chose the options you wish to
attach
Select Save
To remove a Question from a Product
Select Products
Find the product you wish to remove the Question from
Select the ‘Profile’ tab
In Questions Select the
Select Save

next to the option you want to remove
You can have a maximum of 3 Questions attached to a product
26
Customer Display (Pole Display)
The customer display allows you to create messages to be shown at different
statuses of a terminal
Create a message
Select
Select
Select
This will show the Customer Display Messages Screen
27

Enter the text you want to appear on the Customer Display
depending on the status of the terminal
You can have a maximum of 20 characters on each line
Saving Changes
Select
If you do not wish to save changes made select
28
Operators
Operators are till users who are or are not given permission to carry out functions
on the tills
To create a new Operator
Select
Select
A blank Operator record will be displayed
29
Enter the Operator name and press Enter, if the name already
exists you will be taken to the record, if not you will be asked if you wish to
create the new operator
Tick the ‘Display Button’ option if you want the operator name to appear on
the log on screen
Tick ‘Allow Reports’ if the user will be able to access POS reports
Tick ‘Allow Back Office’ if the user will be able to access Back Office
Enter a ‘Sign On Code’ to enable ‘Manual Sign On’
Enter a ‘Password’ to be used in conjunction with ‘Manual Log On’
If the operator is being assigned a

Passwords are numerical and can have a maximum of 6 characters
Sales Mode Functions – This is the option that gives operator permissions on the
terminal when in Sales Mode
If the Operator is to be allowed to carry out ‘Functions’ on the tills:
Select
The Allowed Functions screen is displayed
From the window on the left, select the Function to be allowed
30
Select the
to move the Function in to the Allowed Functions
window
Select Save
You have now successfully set up a new operator
To edit an existing Operator
Select
Select
A blank Operator record will be displayed
From the drop down box select the Operator you wish to edit the details of
Edit required information
Select Save
To delete an Operator
Select
Select
A blank Operator record will be displayed
Select the operator to be deleted from the drop down list
Select delete
The Operator will be deleted from the Operator list
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Receipt Set Up
Setting the Header and Footer for Receipts
Select
Select
This will display the Receipt Set Up screen
Type the desired text into the relevant fields and select the text size from the
drop down boxes on the right
Selecting Print will print a copy of the text
Selecting View will display the text on screen as below
32
Selecting Save will save the changes made
Exit will go back to the menu selection screen without saving changes

If you have made changes and they have not saved you may be in DEMO
mode
33
Reason Menus
Reason menus are attached to various till functions by default. When doing a
function on the till you are prompted for a reason e.g. voiding an item the reason
may be the order was incorrect
To add a value to a reason type
Select
Select
This displays the Reason Types Screen
From the drop down list select the Reason Type you wish to add a value to
34
The Reason values are displayed
In the Reason x boxes type in the reason for the Function e.g. for a refund it
may be ‘undercooked’, ‘burnt’ or ‘damaged’.
Select Save to save the changes or Abort to go back to the previous page
To remove a reason
Select
Select
35
This displays the Reason Types Screen
From the drop down list select the Reason Type you wish to remove the
value from
The Reason values are displayed
Delete the text
Select Save
36
Sales Mode
Basic User Operations (Hospitality)
Sales Mode is the function which allows you to run a point of sale (till) from the
Back Office machine, from Sale Mode you can carry out sales, process refunds
manage tabs and tables amongst other things
The illustrations used in the Sales mode section may not reflect the layout of your
tills exactly e.g. the colour, size and wording on the buttons may be slightly different
depending on how your system has been configured.
To access Sales Mode from the Back Office
Select
Select
37
An example of a typical Hospitality layout:
Signing on to the till
There are 4 main ways of signing on to a till
1. Dallas Key – this is a fob that is attached the till (usually on the card swipe)
2. Manual Sign On – this is a box for the operator to enter their Sign On code
and confirm their password
3. Button Sign On – this is a displayed button on the Sign On screen, it will also
prompt for a Password if the user has been allocated one
38
4. Swipe Card – User has a designated card to swipe on to the till with, this may
be password protected
Making a Sale
Select the product to be sold from the keyboard layout
The selected product and it’s price will be displayed in the transaction screen
If the product is not recognised because it does not exist there is a setting that can
be switched on to allow you to create products ‘on the fly’ in sales mode
You will see the following
Select Yes
39
Enter the description, price and select the correct department
Select Accept
The product will be pulled onto the transaction screen
Using the Quantity Button
The Quantity button can be used to sell multiples of a product
Select the number to be sold from the number pad e.g.6
Select
Select the product
The selected product and it’s price will be displayed in the transaction screen
40
Selling with a Modifier
A Modifier is a button which allows a product to be sold at another size and or price
e.g. Half Pint, Double or Childs Portion
Select the modifier button
Select the Product
The selected product and it’s price will be displayed in the transaction screen

The Product must have a price against the unit in price levels; if not you will
receive the message below

It is important that modifiers are used correctly because if you are using Stock
as well it will affect the amount of stock that is deducted
41
Free Text
This prints out on order printers and receipts but will not shown in the transaction
pane
Select
Enter the text that you want to print beneath your product

The product must be sold before you can use this function
Using a menu
A menu may be used when a number of items can be grouped together e.g. all
Starters if you cannot fit the individual items onto the page
Select the Menu button
The predefined list will be displayed
Select the required product from the list or exit the menu
The selected product and it’s price will be displayed in the transaction screen
42
Selling Products with Condiments
Condiments are extras that can be added to a profile of a product.
When a product with a Condiment is selected the Condiment window is
displayed
Select the option required if the choice is not compulsory there will be an
‘Exit’ button displayed to leave the menu
Layaway
This function can be used to temporarily store a transaction; a ‘Layaway’ can be
recalled by any operator
Select
The transaction will disappear and the main screen displayed
43
To recall a transaction that has been laid away
Select
The Layaway recall screen is displayed
Select the transaction to be recalled
Select
The transaction is recalled to the transaction pane as normal
44
Storing to Tables/Tabs
Tables (with table planner) are used predominantly in the Restaurant environment
If you are in a transaction and want to store the products to a table:
Select
The table planner screen is displayed
Select the table number
The following message will appear
Select Yes
The following message will appear – this message will appear if you are opening
the table in a transaction (with items being run through and not stored or cashed
off)
45
Select Yes
Select
Table Status
When you view the table planner the table numbers may show in different colours;
this is referred to as the table status; this is configurable
In this example
 Table 3 = Starters
 Table 1 = Main Course
 Table 2 = Deserts
When the table is stored you will be asked which status the table is; the list may
look similar to this
Select No Change if the table status remains the same
If they are now having Dessert the Dessert status should be selected
46

Selecting the Abort option will take you back to the transaction – a
status must be selected

It is also possible to configure table statuses to work with time limits, if this
limit has been exceeded the table will flash
Covers
Covers can be used either in a table or in a normal transaction
Select the number from the number pad
Select
You can see the number of covers displayed at the top of the POS

If you have the prompt setting switched on the system will automatically
prompt for the number of covers
47
Splitting the Bill
Splitting the bill enables a table/tab to be split up into a number of bills that can be
paid separately
Recall the table
Select
The Split Bill page is displayed
Select the items to be taken off of the current bill by clicking on the line
Select
The products appear on the transaction screen the bill can now be paid
48
Moving products to another table
Recall the table
Select
The Split Bill page is displayed
Select the items to be taken off of the current bill by clicking on the line
Select
The products appear on the transaction screen
Select
Select the table number you want to move the items to
Store the table
49
Product Search
Product Search can be used when you cannot find a specific product on the
terminal
Select
Enter at least one character of the PLU or description
Select Enter
The results page is displayed

To sell the product press the Select Product button
Retry will take you back to the search entry page
Abort will exit from the Product Search mode
If you cannot find the product using the search facility try un-ticking
the ‘Include Only Items In Stock’
50
Product Enquiry
Product Enquiry can be used when you need to know certain details about a
product; the information you see is configured by your dealer so every system will
be different
Select
The Product Enquiry – Stock Details Page will be shown
51
Paying a transaction
When all the items have been selected and you are ready to accept payment
Select
This will display the payments screen
Using the numeric keypad enter the amount that is being tendered e.g. 2000
Select the tender type from the right hand side e.g. cash
52
To accept multiple Tender Types
When all the items have been selected and you are ready to accept payment
Select
This will display the payments screen
Using the numeric keypad enter the amount that is being tendered e.g. 500
Select the tender type from the right hand side e.g. cash
Enter the next amount to be tendered e.g. 1000
Enter the next amount to be tendered e.g. 500
53
Printing a Receipt
Select


When in a transaction or an open table and receipt is selected a bill
will be printed, if you have just signed in and receipt is selected the
last receipt (for the terminal) will be printed
You may have product countdown configured, this is a number displayed by
the product that advises the user how many are in stock – it will only display if
the figure is positive
54
Basic User Operations (Retail)
The illustrations used in the Sales mode section may not reflect the layout of your
tills exactly e.g. the colour, size and wording on the buttons may be slightly different
depending on how your system has been configured.
Sales Mode is the function which allows you to run a point of sale (till); from Sale
Mode you can carry out sales, process refunds manage tabs and tables amongst
other things
To access Sales Mode from the Back Office
Select
Select
55
An example of a typical Retail layout:
Signing on to the till
There are 4 ways of signing on to a till
1. Dallas Key – this is a fob that is attached the till (usually on the card swipe)
2. Manual Sign On – this is a box for the operator to enter their Sign On code
and confirm their password
3. Button Sign On – this is a displayed button on the Sign On screen, it will also
prompt for a Password if the user has been allocated one
56
4. Swipe Card – User has a designated card to swipe on to the till with, this may
be password protected
Making a Sale
Select the product to be sold from the keyboard layout
The selected product and it’s price will be displayed in the transaction screen
If the product is not recognised because it does not exist there is a setting that can
be switched on to allow you to create products ‘on the fly’ in sales mode
You will see the following
Select Yes
57
Enter the description, price and select the correct department
Select Accept
The product will be pulled onto the transaction screen
Product code
Product Code can be used when you have memorised the PLU and it is quicker to
type it in than look for the button or if the barcode is not scanning
Enter the PLU e.g. 12345
Select
The product and price appears in the transaction pane
58
Using the Quantity Button
Select the number to be sold from the number pad e.g.6
Select
Select the product
The selected product and it’s price will be displayed in the transaction screen
Free Text
This prints out on order printers and receipts but will not shown in the transaction
pane
Select
Enter the text that you want to print beneath your product

The product must be sold before you can use this function
59
Using a menu
A menu may be used when a number of items can be grouped together e.g. all
Starters if you cannot fit the individual items onto the page
Select the Menu button
The predefined list will be displayed
Select the required product from the list or exit the menu
The selected product and it’s price will be displayed in the transaction screen
60
Using the scanner for products with barcodes
From Sales Mode hold the product with the barcode across the beam from
the scanner
The product name and price appears in the transaction pane
If you get this message
The barcode is not in the product record – add as a PLU
Layaway
This function can be used to temporarily store a transaction; a ‘Layaway’ can be
recalled by any operator
Select
The transaction will disappear and the main screen displayed
To recall a transaction that has been laid away:
Select
The Layaway recall screen is displayed
61
Select the transaction to be recalled
Select
The transaction is recalled to the transaction pane as normal
62
Product Search
Product Search can be used when you cannot find a specific product on the
terminal
Select
Enter at least one character of the PLU or description
Select Enter
The results page is displayed

To sell the product press the Select Product button
Retry will take you back to the search entry page
Abort will exit from the Product Search mode
If you cannot find the product using the search facility try un-ticking
the ‘Include Only Items In Stock’
63
Product Enquiry
Product Enquiry can be used when you need to know certain details about a
product; the information you see is configured by your dealer so every system will
be different
Select
The Product Enquiry – Stock Details Page will be shown
64
Paying a transaction
When all the items have been selected and you are ready to accept payment
Select
This will display the payments screen
Using the numeric keypad enter the amount that is being tendered e.g. 2000
Select the tender type from the right hand side e.g. cash
65
To accept multiple Tender Types
When all the items have been selected and you are ready to accept payment
Select
This will display the payments screen
Using the numeric keypad enter the amount that is being tendered e.g. 500
Select the tender type from the right hand side e.g. cash
Enter the next amount to be tendered e.g. 1000
Enter the next amount to be tendered e.g. 500
66
Printing a Gift Receipt
From the Subtotal screen select:
Printing a Receipt:
Select


When in a transaction or recalled lay away and receipt is selected a
bill will be printed, if you have completed a transaction and receipt is
selected then a receipt will be printed.
You may have product countdown configured, this is a number displayed by
the product that advises the user how many are in stock – it will only display if
the figure is positive
67
Functions
The illustrations used in the Sales mode section may not reflect the layout of your
tills exactly e.g. the colour, size and wording on the buttons may be slightly different
depending on how your system has been configured. Some of these functions may
not be available depending on specifications given to your dealer
Fixed Discount
Ring the items through
Select
This will discount the transaction by the predefined amount
Item Discount
This will apply a discount to the last item on the transaction. You can either
discount an item by %, sell for a reduced price or take an amount off
Ring the item through
Select
Enter the amount e.g. 10
Select either
this will reduce the item selling price by 10%
Or
this will sell the item for 10p
Or
this will take 10p off of the selling price
68
All Discount (Subtotal Discount)
This may be configured to allow the items to be tagged individually but is usually
set up to apply to all items in a transaction
Ring the items through
Select
Enter the percentage amount to be discounted
Select

Discount will only be applied up to the max discount percentage in
the product record
69
Void/Void Entire Transaction
This will allow you to either remove an item or several items from a transaction or
void the entire transaction
To remove 1 item or a selection of items
Select
The void screen will be displayed
Tag the item/items to be removed
Select
70
Void Entire Transaction
Select
The reason menu is displayed
Select the reason

You may also have an error correct button which will allow 1 item to
be removed or void last item which will remove the last item on the
transaction
Refund Item
This will allow the operator to refund an item
Select
Select the product to be refunded
The item will be displayed in the transaction pane as a negative amount
71
Refund Current Transaction
This will allow the operator to refund all items on one transaction
Ring the products through to be refunded
Select
All the items in the transaction will be shown as a negative

The refund function will automatically add the product back in to
stock.
No Sale
The No Sale button is used to open the till drawer e.g. to give a customer change
there is a reason menu attached to the function. You cannot do a No Sale in a
transaction.
Select
Select the reason for opening the drawer
72
Paid Out
The Paid Out function is for accounting for monies that have left the till during the
trading day e.g. the window cleaner was paid, petty cash for the corner shop, there
is a reason menu attached to the function. This function cannot be done in a
transaction
Select
The Paid Out window is displayed
From the drop down box select the reason for the function
From the drop down box in the ‘Tender Type’ field select the method the
person was given
Type the amount in the ‘Amount’ field
The free text field is for any extra notes you may want to add e.g. if it was
Petty Cash you could add milk into the free text field
No. Of Copies is the number of receipts you want to print once the OK button
has been selected
Select OK to save the ‘Paid Out’
73
Paid In
The Paid In function is to account for monies that have been added to the till during
the trading day e.g. Float, there is a reason menu attached to the function. This
function cannot be done in a transaction
Select
The Paid In window is displayed
From the drop down box select the reason for the function
From the drop down box in the ‘Tender Type’ field select the tender type of
the money
Type the amount in the ‘Amount’ field
The free text field is for any extra notes you may want to add e.g. if you
added an extra float because you were unusually busy
No. Of Copies is the number of receipts you want to print once the OK button
has been selected
Select OK to save the ‘Paid In’
74
Price Change
The Price Change Function is mainly used for reducing (but will increase as well)
the price of a product outside of a discount e.g. if an item is damaged and you wish
to knock down the price.
Ring through the item you want to change the price of
Select
The Price Change Window is displayed
Enter the price you want to charge in the ‘New Price’ field
From the drop down box select the reason for the Price Change
Select OK to change the price

This will always change the price of the last product in the
transaction and does not change the price permanently (there is a
setting that can do this so this may be switched on)

You may have product countdown configured, this is a number displayed by
the product that advises the user how many are in stock – it will only display if
the figure is positive
75
Terminal Reports
Current Financial
Some of these reports will only appear if the feature is configured.
Report Name
Current Financial
Group/Dept
Product Sales
Sales Commission
Charge Sheet Status
Mix and Match
Information
Number and Value of Transactions
Nett Sales
Tender Type breakdown
Number of No Sales
Number and Value of Voids
Loyalty Point Issued
VAT Analysis
Group Value and Volume
Department Value and Volume
Product Value and Volume
Overall total
Personnel Names
Band Rates
Transaction Count
Sale Value
Commission Value
Overall total Sale Value per User
Overall total Commission Value per User
Overall total Sale and Commission Value for all
Users
List of Open Tables Volume and Value
Overall Volume and Value
Mix and Match offers used
Number of times fired
Discount Given
76
Archive/Central – Sales
These Reports will only have data once the End of Day procedure has been done.
Because they are period defined reports, once the report has been selected you will need
to choose a start date and/or a finish date for the report. Certain reports may also ask for
Terminals to be defined by a tick box, the default is set to all terminals.
Report Name
Daily Sales
Weekly Sales By Day
Consolidated Weekly
Sales
Sales By Period
Information
Number and Value of Transactions
Nett Sales
Tender Type breakdown
Number of No Sales
Number and Value of Voids
Loyalty Point Issued
VAT Analysis
By Day for a 1 week period
Number and Value of Transactions
Nett Sales
Tender Type breakdown
Number of No Sales
Number and Value of Voids
Loyalty Point Issued
VAT Analysis
1 week period total values
Number and Value of Transactions
Nett Sales
Tender Type breakdown
Number of No Sales
Number and Value of Voids
Loyalty Point Issued
VAT Analysis
User defined period totals
Number and Value of Transactions
Nett Sales
Tender Type breakdown
Number of No Sales
Number and Value of Voids
Loyalty Point Issued
77
Sales Commission
Operator Sales
Group/Dept
Product Sales Report
Hourly Report
Mix and Match
VAT Analysis
User defined period
User Sale Value
User Commission earned
Overall Sale Value
Overall Commission Value
User Defined Period
By Operator
Number and Value of Transactions
Nett Sales
Tender Type breakdown
Number of No Sales
Number and Value of Voids
Loyalty Point Issued
VAT Analysis
User Defined Period
Period Totals
Group Value and Volume
Department Value and Volume
User defined period totals
Product Value and Volume
Overall total
Graphical representation of hourly sales by
product count
Graphical representation of hourly sales by
sales value
Graphical representation of hourly sales by
transaction count
User defined period totals
Mix and Match offers used
Number of times fired
Discount Given
78
End of Day
Each till must be declared at the end of the day/shift.
Select
Cash Declaration
This is configurable and may not be switched on – it allows you to reconcile your
cash and drawer figure on each till at end of day. The amount declared is the total
amount of cash, cheques, cards and ‘other’ tender types in the till and includes
floats entered.
79
Enter either the number of notes in the count box OR the value of
the notes in the value box, in the non cash section enters the value against
the tender type; you may also enter the number as well but this is not
mandatory. The cash and declaration totals will be automatically calculated.
Select
Or
Select
The Select Date box is displayed
Select the date that the current transactions are to be date stamped with and
press OK (when viewing reports the data the data will report under this date)
80
The end of day confirmation selection will appear
Select Yes to confirm the date and to transfer the data; if no is selected the
declaration is forgotten and the current financials remain in place

Declarations are configurable so they may use one of the examples
above or none at all
81
Sales Review
Sales Review enables you to view either Central/Archive Sales or Current Local
Sales from the Back Office, drill down into the transaction and reprint receipts. The
default when launching the software will be Central/Archive (all sales up until the
last end of day), once you have changed the criteria to be local (for the machine
you are on) this will be the default until you exit and load the software again
Central/Archive Sales
Select
Select
The Sales Transaction review screen will be shown
 Note: the screen may show data if a search has been done and the
software has not been closed
82
To find a transaction from a past date
Select
The search criteria screen is displayed

To be in Central/Archive Sales the End of Day process must have
been done, the date chosen at end of day will be the date the sales
will appear in reports
Leave the default as Central/Archive Sales
Select the Operator (if known) if not keep as All Operators
83
Select the Transaction Type or types you want to find
Select the date or the date range of the transactions you want to view, if you
want you can narrow this down by time by using the start and end time
selections
Chose the Terminals of the transactions you want to view, if you want to see
Terminal 1 select Range of Machines and From 1 To 1

The terminal is the till it was cashed off from
Select the minimum and maximum value of the transactions you want to
view, if you want to find all transactions leave the default as it is
Select
84
The Sales Transactions Review screen will be shown with the relevant data using
the criteria above we will see all sales and refund transactions on all machines by
all operators between 16/1 and 23/1
Highlight the transaction you want to view in more detail
Select
The transaction detail will be shown
85
To Print a Copy Receipt
Select
To exit from the detail view
Select
To Print an A4 copy of the receipt
Select
86
To void the transaction
Select

Voiding the Transaction will remove it from the database – this
functionality may be disabled
To Print the Search result List from the Receipt Printer
From the Search Result Screen
Select
This will display the list of transactions
87
To print this
Select
The continue button will exit back to the results screen
To Print a Copy Of a Selection Of Receipts
 These will print from the receipt printer
From the search results page
Select
You will be asked to confirm that you want to print all of the receipts
If you do Press Yes if not Press No
To Export to HTML
Select
To Export to Excel:
Select
To Change the Current Criteria:
Select
88
Serial Tracking
Serial tracking is used to log details of products sold and to whom e.g. serial
numbers of guns
Set up a product for serial tracking
In the product record on the ‘Profile’ and ‘Options’ tab
Tick
On the ‘Settings’ tab
Set the minimum and maximum number of characters the serial number can
have
Selling a Product with serial tracking
On the terminal
Select the product to be sold
The serial tracking number screen is shown
Enter the serial number using the keyboard on the screen
Select the Enter key

If the reason menus are switched on you will see a reason screen – select the
appropriate reason – to add a new reason see the ‘Reasons’ section of the
manual
89
When the Sub total button is pressed you will be asked for the customer details so
they can be stored in the database
Enter the customer details

If the customer already exists in the database you can use the ‘Customer
Database’ button to find the customer
Select the Accept button and the data will be stored
Once the transaction has been completed you can look up the information by using
‘Serial Tracking’
90
Looking up Serial Tracking transactions
From the Back Office
Select
Select
The serial tracking screen is displayed

By default all transactions are displayed but you can narrow down the list by
date range, sort by date, name, PLU, description, serial number and receipt
number or use the open search for a specific transaction
91
Mail Merge Wizard
Mail merge wizard is a tool to export data held in the Account and / or Customer
database to a csv file.
To Export Data
Select
Select
The mail merge wizard Step 1 page is opened
Select the data group you want to capture the data from
Select Next Step
Step 2 is displayed
92
Tick the selection criteria you want to chose from
Select Next Step
The mail merge confirmation selection screen is displayed
93
Select
The Customer mail merge screen is displayed
The search criteria you selected will be available
Narrow down your customer criteria if relevant
Select
A message will appear advising the number of records found matching the criteria
If you want to proceed with the export press Yes, if not press no
If Yes is selected the following screen is displayed
94
Select the path you wish to save the document to
Enter the name of the document
Select OK
The Mail Merge complete message will be displayed
Select OK
The document can now be found in the location you chose to save it in
95
Commission
This is a feature that enables ‘Users’ to earn commission on sales made.
Commission is set against a user in ‘bands’, these bands are set in £
 There are a maximum of 10 bands that can be set
Setting Up Personnel
Select
Select
The Commission Personnel/Rates screen will appear
Select
The Commission Name screen will be displayed
Enter the name of the user
96
Press Enter twice
The name of the user will be added to the list
Deleting Personnel
Select
Select
The Commission Personnel/Rates screen will appear
Highlight the name of the user you want to delete by clicking on it
Select
97
Editing Personnel
Select
Select
The Commission Personnel/Rates screen will appear
Highlight the name of the user you want to edit by clicking on it
Select
The Commission Name screen is displayed
Edit the required information
Press Enter
98
Saving Changes
To save any additions or any changes made from the Commission/Personnel Rates
screen
Select
If you do not want to save the changes made
Select
Setting Up Rates

Rates are set for all personnel and all sales you cannot set up a rate
for a particular product or user
Select
Select
The Commission Personnel/Rates screen will appear
99
Select
The rates page is displayed
Enter in the band numbers the amounts and commission rates you want to
implement
In this example a sale up to £10.00 will attract 10% and between £10.00 and
£100.00 attracts 20%
Selling with Commission Set
Select the products to be sold
Select
The Commission Selection screen is displayed
100
Select the Person the commission is to be attributed to
In Reports and Current Sales you can view the Sales Commission Report
For a summary of this Report please see the Reports section
101
Clock In/Out
This is a feature that enables Staff hours to be tracked; the staff member should
‘clock in’ at the beginning of their shift and ‘clock out’ at the end of their shift.
To Clock In
Log on to the POS
Select
This will register the Operator and the time the clock in function was selected; this is
the start of their shift
To Clock Out
Select
This will register the operator and the time the clock out function was selected; this
is the end of their shift
In crystal reports you can run an operator hours report which shows the clock in/out
times and the hours and minutes worked
102
Labels
There are two ways of printing shelf edge or product labels (barcodes) either from
the product record (single product) or from database (multiple products).
Printing from the Product Record
Select
Select
In the Labels section
Select the button for the type of label required
or
Once you have selected the type of label you want to print the following screen will
be shown
103
Or
The PLU and Description is carried through from the product record so this is the
information that will print on the labels
Select the Quantity of labels required
Printing from the Database
This is for printing labels for a whole department
Select
Select
Select
Select
104
The generate labels screen will be shown
Click on the Department you want to print labels for
Select the type of label you want to print
Select the number of labels required
If you do not want labels for products marked as ‘on-stop’ tick the box
Select
105
The following message will be displayed
If correct Press Yes
You will then see the following
Once you have selected all of your departments and number of labels select
The following screen will be displayed
Select the label type from the list on the left
To preview the labels select Preview
To Print the labels select Print
Exit and Clear will take you back to the Database options screen
106
Credit Notes
Credit Notes are a form of refund by effectively putting the person in ‘credit’ and
issuing a receipt for the credit amount
Issuing a Credit Note
Refund the items that you wish to issue a credit note for
Select
Select
The Credit Issue details screen is displayed
Enter the original receipt number
Enter Comments as required
Select
Complete the transaction
107
Using/Redeeming a Credit Note
Ring through the items on the transaction
Select
Select
The Credit Redeem Details page will be shown

Enter the Credit Note Number
The credit note number can be found on the credit note issue receipt
or you can use the
as a search function, make sure you verify
the details of the note you are redeeming
Select
Complete the transaction

A credit note can be used as a Part Payment
108
Stock In/Out
To use the stock facility the products/PLUs must be set up, this manual assumes
the product exists in the database and units of sale have been created. You can
enter the stock details when creating the item; the process does not have to be
done separately.
Setting up a Stock item
Select
Select
Find the product record you want to set as a stock item
109
In the Case QTY enter the number of sale units in the case you
purchase e.g.in a box of 36 Mars Bars there are 36 items, in a 70cl bottle of
Vodka selling at 25ml shots there are 28
In the case cost enter the cost price of the case
The Unit cost will be calculated automatically
In the Quantity field for each unit of sale and price level you have set up;
enter the number taken from stock each time one is sold e.g. if I have a unit
of sale called double for vodka the quantity out of stock would be 2
In the Inc.Price field enter the price you sell the product for (if it is not already
there)
The Profit, Margin and Ex.Price will be worked out automatically

Make sure you have the correct VAT Rate applied

Remember once you have set up your item for stock when you sell it
will start deducting from stock levels and the system will allow you to
run in a negative stock so you will need to do a count to ensure your
figures are accurate
110
To set up a recipe item
A recipe item is used when selling a product that is made up of more than 1 item
e.g. Lager Shandy so the Stock takes are accurate we must tell the system how
much Lager and how much Lemonade is in the product.
You must have your products Lager and Lemonade set up as above
Add Carlsberg Shandy as a PLU
Select
Select
Tick
Select
The recipe page is displayed
Select
This enables the product selection box using the
want to add as part of the recipe and press
111
select the first product you
In this example I have told the system I am taking Half of Carlsberg from stock – it
has calculated the cost
Select
Find the second product you want to add, repeat this process until all constituent
items have been added

If you cannot select the size you want to add to the recipe it is
because it is not priced in the sales price levels section of the
product record
Once you have saved the PLU the following message will be displayed
112
Select Yes

Updating the main recipe cost price means that the system will work
out the cost price based on the items and quantities you have added
to the recipe item
The Margin and Profit fields on the front of the product record will be updated
113
Stock Orders
Stock orders can be used to record incoming stock which has not yet been
received/orders placed with suppliers. This is not a mandatory part of the Stock In
process as ‘Goods In’ can be created as deliveries are received. These orders can
be faxed or sent electronically to Suppliers in some cases.
To create a new Order manually
Select
Select
A blank Stock Orders screen is displayed
From the drop down box in the ‘Order Ref’ field select ‘Create New Order’
From the ‘Supplier’ drop down box select the supplier you are ordering the
products from
Select
114
A new screen will appear
In the PLU field enter the PLU field of the first product you want to add to the
list and enter, if you do not know the full PLU press the
product search box will appear
and the
In the Search for field enter a minimum of 1 character of the product you are
searching for the search will find any product with that character in e.g. if you
enter ‘o’ as the search it will find ‘Orange’, ‘Fosters’ and ‘Coke Bottle’ as they
all contain the letter ‘o’. Select ‘Accept’ to confirm the product

You can also use the Supplier Code to find the item you are looking for
Enter the number of cases you want to order in the ‘Order Quantity’ field
Select
115
The product is displayed on the Order page with the quantity and cost

If the cost is 0.00 there is no cost price set against the product record
If you want to keep this as an Open Order that can be added to and quantities
changed select
Once all products and Quantities for this supplier are added and the order is
complete select

Once the Finalised option is selected the order figure is updated and in the
product record the order amount will be increased
The Order Number Allocation message will appear
Select OK
116
Setting a Product to use min and max criteria
Minimum and Maximum are levels set in the system for reordering purposes e.g. if
my min level is 5 and my max level is 10 and I have 7 in stock my reorder figure will
be 3
Find the product record of the product you want to set min and max levels for
Select Stock/History
This will default to the Stock Levels page
In the minimum Stock field enter the minimum stock holding you want for this
product
In the maximum stock field enter the maximum stock holding you want for
this product

The Quantities are based on UNITS not CASES
117
To Book an Order into Stock
Select
Select

The order will not appear in the Select Orders list until it has been ‘Finalised’
The Select Orders screen will appear
Highlight the Order from the list
Confirm that you wish to extract the Order to Goods Inwards
Confirm that you wish to extract the Order to Goods Inwards
The Goods in Number allocation message is shown
118
Select OK to confirm the number
The Goods In screen is displayed
Enter the Supplier Reference number in the field if required
Select the Product Listing tab
119
If the delivery was correct:
Select
Select
The accept goods in message will be shown
If the product and amounts were received say Yes, if not say No, assuming you
select Yes, you will be asked if you want to print a goods in document
120
The Goods in page will be displayed again but the Order you have just booked
in will not be there
If the delivery Qty or Cost was incorrect:
When the Goods In page is displayed select the Product Listing tab
Double click the product which was not delivered correctly
From here you can change
 The Case Qty In = number of cases delivered
 Case Qty = if the case size was different from the standard
 Case Cost = if the case cost is more or less than in the product record
Once you have made the required changes
Select
121
The product listing page is displayed with the changes reflected
If you do not want to save the changes made
Select
Select
The accept goods in message will be shown
If the product and amounts were received say Yes, if not say No, assuming you
select Yes, you will be asked if you want to print a goods in document
The Goods in page will be displayed again but the Order you have just booked
in will not be there
Deleting an Item
From the Product Listing page highlight the product to be deleted
Select
The product will be deleted from the order
Adding an Item
From the Product Listing page
Select
The following search box is displayed
122
Use the PLU or Description field to search for the product you want to add to the
delivery, once the product has been selected the Case Qty and Case Cost will be
read through from the product record
In the Case Qty In field select the number of cases delivered
Select
The product listing page is displayed with the new product on the delivery
Edit an Item
The edit item button gives the same option as double clicking a product
From here you can change
 The Case Qty In = number of cases delivered
 Case Qty = if the case size was different from the standard
 Case Cost = if the case cost is more or less than in the product record
123
Goods In
Goods In is used to record delivered stock from Suppliers. This is a mandatory part
of the Stock In process, for the system to be able to calculate stock levels, reorder
values and discrepancies it must know how many of each product has been
delivered. If using in conjunction with Orders please refer to the Stock Orders
section of the manual.
Creating Goods In
Select
Select
The Goods In Listing page is displayed – this shows any outstanding deliveries to
be accepted in
Select
A blank Goods In page is displayed
124
Select the Supplier from the Supplier drop down box
Enter the supplier ref if required (this may be the delivery note number)
Select the date of delivery
Add any comments in the comments box
Select the Product Listing page this will be blank
Select
The following search box is displayed
Use the PLU or Description field to search for the product you want to add to the
delivery, once the product has been selected the Case Qty and Case Cost will be
read through from the product record
In the Case Qty In field select the number of cases delivered
Select
The product listing page is displayed with the new product on the delivery
Repeat the process until all products from the supplier have been added to the
listing page
125
Select
The accept goods in message will be shown
The Goods In number allocation message will be shown
If the product and amounts were received say Yes, if not say No, assuming you
select Yes, you will be asked if you want to print a goods in document
If you select Yes the document will print if No is selected the Goods In Listing
page will be shown
126
Goods In Page
The Goods In page can be viewed by choosing criteria to display
The default display is Non Completed Only; however you can change this by using
the radio buttons
From the radio buttons you can narrow down the selection to:
 Completed Only = shows only completed Goods In
 All Inwards = shows Non Completed and Completed
You can sort the list by:
 Reference Number
 Date (received)
 Supplier
127
Stock Taking
Stock Taking is the procedure which allows you to manage your Stock.
Doing a Stock Take
Select
Select
The Stock Take screen will appear
Select the Departments you want to include in your count
128

If you have created a new Department and it is not showing in the
Department Selection list press the initialise button, this will read
through any new departments
Select
The Stock Take List page is displayed – this lists all of the products in the selected
departments to be counted
Once you have created the list you can then print a Count Sheet, to do this
select
To input your results in the count column enter the totals
To print a Discrepancy report select
129
At this point you can change the count declaration once the
Button has been selected and you have said Yes to
The stock take figures are saved and the product records updated accordingly.
130
Stock Adjustments
Stock Adjustments are used to correct the Stock holding quantity when it has not
been affected through Sales or Deliveries.
To create a new adjustment
Select
Select
The Stock Adjustments screen is displayed
Select
131
The product listing screen is displayed
In the Reference field enter the reference number or comment for the
adjustment being done
Select
The Stock Adjustment Item number screen is displayed
132
Enter the PLU or description or use the search if you do not know
the full PLU or description

The unit cost is read through from the product record so it s important to keep
this updated
If the stock level is increasing enter the number in the Quantity In field
If the Stock Level has decreased enter the number leaving stock in the
Quantity Out field
Select OK
The product will appear in the Stock Adjustments screen
To add more items to the adjustment
Select
Repeat the process until you have all the adjustments you want to make recorded
Select
133
A confirmation screen will appear
If you are sure and want to proceed press Yes if not press No
If yes is selected the following screen will appear
Select OK
You will be asked if you would like to print the document for your records answer
Yes or No
You will be returned to the Stock Adjustments screen
Stock Adjustments Screen
The Stock Adjustments page can be viewed by choosing criteria to display
The default display is Non Updated Only; however you can change this by using
the radio buttons
From the radio buttons you can narrow down the selection to:
 Updated Only = shows only Updated Adjustments
 All Adjustments = shows Non Updated and Updated
You can sort the list by:
 Adjustment ID
 Date
The buttons down the side of the page will change depending on the status of
the highlighted entry, if the entry is pending (Non - updated) you will see:
and
134
If the entry is Updated you will see:
and
Edit an Adjustment:
Highlight the adjustment to be edited
Select
You can either add an item to the adjustment by selecting
Or you can edit an item on the adjustment by highlighting the item and selecting
Or by double clicking on the item line
From here you can
 Change the cost price
 Change the number In
 Change the number Out

You can only edit an adjustment if it is pending
Delete an Adjustment
Highlight the adjustment to be deleted
Select
The delete confirmation message will be shown
If you want to delete the adjustment press OK, if not press No.
135
View an Adjustment
Highlight the adjustment you want to view
Select
The Stock Adjustments page will be shown

You can print the document at any time when you see this icon
136
Customer Back Office
Customers
Customer is a module to manage customers; it can be used with or without loyalty
and is also used in conjunction with orders
Creating a New Customer
Select
Select
A blank Customer Details page is displayed

Enter the customer code
The customer code is a unique ID associated with the customer – decide on a
coding system before you start to create customers
137

The customer code has a maximum of 20 characters and can be
alphanumeric
Select Enter
If the Customer exists you will be taken to that record if not you will be asked if you
want to create a new one
Select Yes
The customer details page is enabled

Enter the full name in the name field
The customer name is the only mandatory information for creating a
customer; you can fill in address and telephone number details as required
138
Adding a Customer to a Group
Select
Identify the customer by using the customer code or name
From the drop down list next to Group select the Group you want the customer to
belong to
 To add a new Group see the Groups section of the manual or you can add a
new group from the customer record by selecting the ‘Set Groups’ button
Attaching a Picture
Identify the customer
Select
Select
This will open up the following screen
Double click on the picture you want to attach
139
Allocating a Swipe Card
Identify the customer
In the Card Info field enter the card number
Entering Birthdays and Anniversaries
Identify the customer
Select
The following fields are displayed
Enter the required information
Putting a Customer ‘On Stop’
Identify the customer
Select
Tick

Putting a customer on stop will prevent the customer being identified on the
terminal therefore no sales or orders may be attributed to the person while
this status is on
Adding Comments
Identify the customer
Select
The comments field is a free entry field to add notes you may require

The comments may be viewed in Sales Mode
140
View Deposit History
Select
Select
The Deposit page is shown
From this page you can
 Add a New deposit
 Refund a Deposit
 Print a list of Deposits
 Reprint a Deposit Receipt
 For more information please see Deposits section of the manual
141
Transaction Overview
Select
On this page you will see the overview
142
Customer Groups
Adding a New Group
Select
Select
The customer groups page is displayed

Enter the Group Code
Group Code is a unique ID for the group you are creating – it is an
alphanumeric field and can have a maximum of 20 characters
143
If the code already exists you will be taken to the record if not you will be
asked if you want to create a new one
Select Yes
Enter the full title of the Group in the title field
Select
Deleting a Group
Select
Select
The customer groups page is displayed
144
Enter the Group Code or use the drop down box to select the Group you
want to delete
Select
You will be asked to confirm that you want to delete the selected Group

Select Yes
Deleting a Group automatically removes it from the Customer record – you do
not get any warning about this
145
Customer Orders
Create a New Order:
Select
Select
You will be asked to confirm the creation of a new order
Select Yes
The Customer Stock Order Screen is displayed
Identify the customer
Select
146
The following page is displayed
Select
The product search box will appear
Enter the PLU or description
147
Select the quantity
Enter any discount to be applied in either amount or %
Enter any comments in the free text field
Select
The customer order screen is displayed with the selected product line entered
Repeat the process until all the required products are on the order
To save the order
Select
This will save the order for collection at a later date.
Add to an Existing Order:
Select
The customer orders search screen is displayed
From the drop down list select the order you want to Add to
The order page is recalled
Select
148
The product search box will appear
Enter the PLU or description
Select the quantity
Enter any discount to be applied in either amount or %
Enter any comments in the free text field
Select
The customer order screen is displayed with the selected product line entered
149
You will see the order summary box has updated
Repeat the process until all the required products are on the order
To save the order
Select
This will save the order for collection at a later date.
Remove an Item from an Order
Recall the order
Highlight the item to be removed
Select
Repeat the process until all the required products are removed from the order
To save the order
Select
This will save the order for collection at a later date.
150
Amending a Product on an Order
Recall the order
Highlight the product to be changed
Select
The product order details will be shown
Change the required information
When editing a product you can change:
 Unit of Sale
 Unit Cost
 Quantity
 Discount
 Comment
Save the order
To Print the Order
Recall the Order
Select
To Print a Mini Statement
Recall the Order
Select
Select
151
Deleting an Order
Recall the order
Select
You will be asked to confirm the deletion of the order
Select Yes

You cannot delete an order with a deposit attached; you must refund
the deposit first
152
Loyalty
Loyalty is used to give customers reward points or discounts off of sales.
Setting Up a Customer for Loyalty Discount
Identify the customer you want to set up a discount for
On the ‘Profile’ tab
Enter the discount you want to apply to this customer in the Loyalty Discount
field
This will prompt on the terminal if you want to apply the discount every time you
identify the customer in a sale
Loyalty Points Overview
In the customer profile
Select the loyalty points tab
From here you can view a summary
153
Comments
Comments are used to add text to the bottom of receipts for Customers; there are 2
different types; Customers with loyalty and Customers without loyalty.
Adding Text
Select
The Loyalty Receipts Comments screen will be shown

The text lines are limited to 3 and 30 characters per line
Enter the text for the relevant customer type
154
Listing
Listing runs a crystal report to list the customers for a criteria selection
Run a Report
Select
Select
The criteria selection screen is displayed
 View will show the report on screen with the option to print
 Print will ask if you want to print the document
 Close will take you back to the main menu
The report shows the following information
155
Customer on the Terminal
Credit Notes
Credit Notes are a form of refund by effectively putting the person in ‘credit’ and
issuing a receipt for the credit amount
Issuing a Credit Note
Refund the items that you wish to issue a credit note for
Identify the customer
Enter the customer details
Select
Select
The Credit Issue details screen is displayed
Enter the original receipt number
Enter Comments as required
Select
156
Complete the transaction
Using/Redeeming a Credit Note
Ring through the items on the transaction
Identify the customer
Select
Select
The Credit Note Search page will be shown
Select the credit note to be redeemed
157
Select
Complete the transaction
If the Credit Note you have selected is not attached to the identified customer the
following message will appear

A credit note can be used as a Part Payment
158
Deposits
Deposits are more commonly used to take an amount of money prior to an event or
goods being received
Taking a Deposit
Identify the Customer
Select
The deposit screen is displayed
Select
159
The deposits screen is displayed
Enter the deposit amount
In the free text field enter any relevant comments
Select the number of receipt copies required
Select the Tender Type e.g.
The confirm payment to be taken message will appear
Select Yes
You will be returned to the customer deposit screen where the deposit will be listed
Select
This will return you to normal sales mode

The customer is still identified at this point – you need to sign off and
back on again if you do not want the customer to be attached to the
current transaction
160
Refund a Deposit
Identify the Customer
Select
The deposit screen is displayed
Highlight the deposit you want to refund
Select
You will be asked to confirm that the refund and amount to be given
Select Yes
You can enter a reason in the free text field if required and press enter
Select the payment method to be refunded to e.g.
161
In the deposits screen the deposit will be listed as refunded
Select
This will return you to normal sales mode

The customer is still identified at this point – you need to sign off and
back on again if you do not want the customer to be attached to the
current transaction

You cannot refund or redeem a used deposit
Print a Deposit List:
Select
162
Redeeming a Deposit
Identify the Customer
Select
The deposit screen is displayed
Highlight the deposit you want to redeem
Select
Confirm that this is the deposit you want to redeem
Select Yes
163
You will be asked if you want to redeem any other deposits on this
transaction
If you do press Yes, if not press No
The Deposit will appear as a -ve on the transaction pane
Complete the transaction

You can redeem a deposit before starting the transaction or at the
end
164
Orders
Orders are used predominantly for forward ordering e.g. a bakery may have
customers coming in and placing orders for the following day.
Orders can be used in conjunction with deposits.
Create a New Order
Select
Select
You will be asked to confirm the creation of a new order
Select Yes
The Customer Stock Order Screen is displayed
Identify the customer
Select
165
The following page is displayed
Select
The product search box will appear
Enter the PLU or description
Select the quantity
Enter any discount to be applied in either amount or %
Enter any comments in the free text field
Select
166
The customer order screen is displayed with the selected product line entered
Repeat the process until all the required products are on the order
To save the order
Select
This will save the order for collection at a later date.
Add to an Existing Order
Identify the customer
Select
The customer orders search screen is displayed
Highlight the order you want to add items to
167
Select
The order page is recalled
Select
The product search box will appear
Enter the PLU or description
Select the quantity
Enter any discount to be applied in either amount or %
Enter any comments in the free text field
Select
The customer order screen is displayed with the selected product line entered
168
You will see the order summary box has updated
Repeat the process until all the required products are on the order
To save the order
Select
This will save the order for collection at a later date.
Remove an Item from an Order
Recall the order
Highlight the item to be removed
Select
Repeat the process until all the required products are removed from the order
To save the order
Select
This will save the order for collection at a later date.
169
Amending a Product on an Order
Recall the order
Highlight the product to be changed
Select
The product order details will be shown
Change the required information
When editing a product you can change:
 Unit of Sale
 Unit Cost
 Quantity
 Discount
 Comment
Save the order
To Print the Order
Recall the Order
Select
To Print a Mini Statement
Recall the Order
Select
Select
170
Deleting an Order
Recall the order
Select
You will be asked to confirm the deletion of the order
Select Yes

You cannot delete an order with a deposit attached; you must refund
the deposit first
171
Adding a Deposit to an Order
Select the order you want to add a deposit to
On the Product/Deposit Details tab
Select
The calendar will appear
Select the date that the order will be collected
Select
172
The Deposit screen is shown
Enter the deposit amount
Enter comments as required in the free text field
Select the number of receipt copies you require
Select the tender type e.g.
The confirm payment to be taken message will appear
Select Yes
The deposit will be listed in the Product/Deposit Details tab
173
When you add a deposit to the order the order summary will be updated
to reflect it
To save the order
Select
This will save the order for collection at a later date.

This can be done when the order is being taken or after it has been
taken; there is no limit to the number of deposits you can attach to
an order
Refunding a Deposit from an Order
Recall the Order that you want to refund the deposit from
On the Product/Deposit Details tab
Highlight the deposit you want to refund back to the customer
Select
If you have more than one deposit on the order you will see the following message
Yes will refund both deposits; No will refund the highlighted deposit
Select No
174
The confirm refund amount message will be shown
The refunded deposit screen is shown
In the Free Text field enter comments/reasons for refund as required
Select enter
Select the tender type the refund will be given in e.g.
The refunded deposit will be listed
The summary box will be updated
175
To save the order
Select
This will save the order for collection at a later date.
Finalising an Order
Select

You can also recall the order by identifying the customer first
The customer order screen will be displayed
From the drop down box select the order to be finalised / collected
Verify the details of the order are correct
Select

Once you have selected finalise you cannot Void or Reverse the
transaction
176
You will be asked to confirm you want to finalise the order
Select Yes
The order product and deposit details (if applicable) will be displayed in the
transaction pane with the outstanding amount to be paid (+) or monies owing to
customer (-)
Complete the transaction

Before the tender type has been chosen you can add products to the
transaction
177
On Stop
A customer may be set to a status of ‘On Stop’ if they are overdue with account
payments for example.
What happens on the till?
Once the customer has been identified you will see the following message
Select OK
You will be taken back to the transaction screen

You cannot associate a customer with a transaction until the status
of ‘On Stop’ has been removed
178
Loyalty
Making a Sale with Loyalty
Ring through the items to be sold
Identify the Customer
This will display the customer profile page on the Loyalty point tab you can see an
overview of the points
Accept the customer
You will be asked if you want to apply the customer discount to this transaction
Select Yes or No depending if you want to apply the discount
179
Redeeming Points
Select
The Redeem Points screen will be displayed
From the list highlight the number of points you want to redeem
Press
Complete the transaction

If you do not want to redeem the points select
complete the transaction
180
and
Once the points have been redeemed the customer record is updated to
reflect this
181
FAQs and Top Tips
POS
Buttons disappearing every time you click on them?
The Ctrl button is being held down at the same time – if the user should not be able
to edit screens un tick the ‘Allow Screen Changes’ box in their operator profile
Cannot give discount on certain products?
In the product record on the profile tab the ‘max discount’ box should be filled in
with the maximum amount of discount that can be applied to that product if left at 0
then no discount can be applied
When running reports there are products missing?
In the product record on the profile tab make sure the product is linked to a
department, the department is linked to a group and that there is a supplier linked
to the product
Do not turn off the till from the mains or the rocker switch (unless otherwise
advised) without closing the software.
182
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