Reckon 2011/12 Lite, Professional Retail Point of Sale Installation and Upgrade Guide

Retail Point of Sale 2011/12 Lite and 2011/12 Professional are two versions of the same software. The software is designed to manage retail sales transactions. Retail Point of Sale 2011/12 Lite and 2011/12 Professional can be used to manage products, customers, transactions, and more. They can be used in a single computer or networked environment. The software can be used with a variety of POS devices, including a bar code scanner, a thermal receipt printer, and a cash drawer. Retail Point of Sale 2011/12 is designed to be used with QuickBooks® Accounting, Plus, Pro, Premier or Enterprise 2011/12.

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Important -

READ THIS FIRST

before installing or upgrading your software

Retail Point of Sale 2011/12

Lite and Professional

Installation and Upgrade Guide

This booklet explains what you need to know to set up and run Retail Point of Sale 2011/12.

The Retail Point of Sale range consists of Retail Point of

Sale Professional and Retail Point of Sale Lite.

We strongly recommend that you follow these instructions so that you can be sure of a smooth installation.

System Requirements 5

Information for existing users of Retail Point of

Sale 7

Changes to Retail POS 2011/12 8

Enhanced Cash Out function

Enhanced Table Manager (Retail POS

Professional only)

Appointment Manager (Retail POS Professional only) 8

Preset Memo 9

Reset Transaction Number enhancement 9

Recent versions of Windows and User Access

Control 9

Upgrading from a previous version

Planning your upgrade

Before the upgrade

Upgrading from QuickPOS 5.0 to 5.1

Removing QuickPOS, QuickBooks Point of Sale or a previous version of Retail Point of Sale 15

Installing Retail Point of Sale 2011/12 15

Installing Retail POS on a network 18

Information for new users of Retail Point of Sale

20

Installing Retail Point of Sale 2011/12 21

Add an exception to the Windows Firewall on all

Retail Point of Sale machines 23

Running Retail Point of Sale 2011/12 for the fi rst time 25

Performing essential setup tasks 26

Locating your data fi les

Running Administrator for the fi rst time

Running Terminal for the fi rst time

Registering Retail Point of Sale Terminal 30

Terminal 31

Backing up your Retail Point of Sale 2011/12 database fi le 32

Back up your database fi le regularly 33

The Retail Starter Kit and your PC 35

(2011/12) 35

Connecting the 2011/12 Retail Starter Kit to your

PC 36

Senor GST-318BU (USB) Barcode Scanner 36

Senor GTP-290B3 (USB) Thermal Receipt

Printer 38

Senor GCDB424293MSA Cash Drawer 39

Setting up hardware items in Retail Point of Sale

Senor GST-318BU (USB) Barcode Scanner 39

Senor GTP-290B3 (USB) Thermal Receipt

Printer 40

Senor GCDB424293MSA Cash Drawer 40

Retail Point of Sale 2011/12 and other POS hardware 41

Retail Point of Sale 2011/12 can be used with a variety of POS devices 42

Retail Point of Sale 2011/12 End User Licence

Agreement 43

Retail Point of Sale 2011/12 End User Licence

Agreement 44

Product updates available online 62

Store your Retail Point of Sale products safely 62

Your important reference numbers

Contacting Reckon Technical Support

63

64

System Requirements

To install and use Retail Point of Sale 2011/12, you need at least:

• 1.0 GHz Intel® Pentium® IV (or equivalent) processor, with 512 MB of RAM

• For Windows Vista and Windows 7 users: 2.0 GHz

Intel Pentium IV or equivalent with 2GB of RAM

• Microsoft® Windows XP/Vista/7*

• 500 MB of disk space for Retail Point of Sale installation

• QuickBooks® Accounting, Plus, Pro, Premier or

Enterprise 2011/12 (QB i series) pre-installed**

• 1GB of disk space for QuickBooks QB i series installation

• Microsoft® Internet Explorer 7.0 (can be downloaded from http://www.microsoft.com/ie )

• Super VGA or higher resolution: at least 1024x768 pixel resolution

• 50 x CD-ROM

• All online features/services require High speed

Internet connection

Note: Although Retail Point of Sale operates within a Windows XP Home/Vista Home Basic/Vista

Home Premium/7 Home Premium single machine environment, it does not operate within a Windows XP

Home/Vista Home Basic/Vista Home Premium/7 Home

Premium networked environment.

Retail Point of Sale 2011/12 functions with QuickBooks

2011/12 Accounting, Plus, Pro, Premier, or Enterprise levels. You must install/upgrade QuickBooks ﬁ rst before installing/upgrading to Retail Point of Sale. The

QuickBooks 2011/12 Installation and Upgrade Guide document provides details on installing QuickBooks and upgrading your QuickBooks data ﬁ le.

System Requirements, cont.

For help with upgrading to Retail Point of Sale, you can contact a Retail Point of Sale Accredited Professional

Partner. To fi nd a partner in your area, visit www.quicken.com.au

, click the Services tab, then select Find an Accredited Partner from the menu at the left.

Note: Make sure that your hardware/peripherals are compatible with Windows Vista or Windows 7 before upgrading to a Windows Vista or Windows 7 environment.

* 64-bit is only supported with Windows 7.

**QB i system requirements are higher than POS. Please ensure that you make a note of these prior to installing your software.

The system requirements for QuickBooks® QB i series can be found in the QuickBooks 2011/12 StartUp Guide.

Information for

existing users of

Retail Point of Sale

Changes to Retail POS 2011/12

Enhanced Cash Out function

Retail POS 2011/12 has been improved on its existing

Cash Out function. Now you can enter in the cash out amount instead of having to include it in the total after mentally adding the cash out amount.

For more information about the Cash Out function, refer to the Retail POS user guide.

Enhanced Table Manager (Retail POS

Professional only)

The Table Manager feature has been improved in areas such as displaying the name of the day on the reservation screen, the ability to change reservations to another table and more.

For more information on how to enable and use Table

Manager, refer to the Retail POS user guide.

Appointment Manager (Retail POS

Professional only)

Retail Point of Sale 2011/12 introduces a new

Appointment Manager which allows you to make bookings, reservations or appointments for your customers in Retail POS. You can also use it together with the existing Table Manager.

To use the new Appointment Manager you have to enable it. To enable Appointment Manager in Retail POS

Administrator, go to the Tools menu, click Options, click the Appointment Manager tab and click to select Enable

Appointment Manager. After you enable Appointment

Manager you have to add a function key to your keyboard in Retail POS Terminal, for instructions on how to do this refer to the Retail POS user guide.

Preset Memo

In Retail Point of Sale 2011/12, you can set your Memo function key with preset text for ease of use, for example, adding promotion information on receipts.

For more information about the Preset Memo function, refer to the Retail POS user guide.

Reset Transaction Number enhancement

In Retail Point of Sale 2011/12, you can turn off the

Reset Transaction Number in POS Administrator so that you don’t have to worry about it during End of Day.

For more information about Reset Transaction Number, refer to the Retail POS user guide.

Recent versions of Windows and User

Access Control

If you are using Retail Point of Sale 2011/12 on

Windows Vista or Windows 7 it is recommended that you leave the default setting for User Access Control (UAC) during installation and use.

Reckon does not support Retail Point of Sale in a non-

UAC Windows Vista or Windows 7 confi guration.

Upgrading from a previous version

Important: If running Retail POS on Windows Vista you need to ensure that your Retail POS database ﬁ le is not located in a restricted location. Restricted locations in

Windows Vista are:

• C: (root directory only. i.e: you need to specify a subdirectory)

• C:\Program Files & its sub-directories

• C:\Windows & its sub-directories.

If you are using Windows 7, we also recommend you do not store your Retail POS database ﬁ le in the above locations.

To upgrade from QuickPOS, QuickBooks Point of Sale or a previous version of Retail Point of Sale to Retail Point of Sale 2011/12, you need to remove the earlier version and then install the new version. However, if running

QuickPOS 5.0, you fi rst need to upgrade it to QuickPOS

5.1 before removing it from your PC.

Note: If you are currently running Retail Point of Sale

2007/08 or earlier versions, you are only able to upgrade to Retail Point of Sale Professional 2011/12.

In other words, you cannot upgrade a Point of Sale database to a Retail Point of Sale Lite 2011/12 database.

Retail Point of Sale Lite 2011/12 can only upgrade previous Retail Point of Sale Lite ﬁ les. Retail Point of

Sale Lite was introduced into the Retail Point of Sale

2008/09 product range.

Planning your upgrade

Before starting your upgrade, it’s important to understand the steps you’ll need to follow. These steps depend on what version you are upgrading from.

If upgrading from QuickPOS 5.0

1. Prepare for the upgrade as described in Before the

upgrade on this page.

2. Upgrade to QuickPOS 5.1 as described in Upgrading

from QuickPOS 5.0 to 5.1 on page 13.

3. Remove QuickPOS 5.1 as described in Removing

QuickPOS, QuickBooks Point of Sale, or a previous

version of Point of Sale on page 15.

4. Rename your database fi le and install Retail Point of

Sale 2011/12 as described in Installing Retail Point

of Sale on page 15.

If upgrading from another version of QuickPOS,

QuickBooks Point of Sale or Retail Point of Sale

1. Prepare for the upgrade as described in Before the

upgrade on this page.

2. Remove POS as described in Removing QuickPOS,

QuickBooks Point of Sale, or a previous version of

Point of Sale on page 15.

3. Install Retail Point of Sale 2011/12 as described in

Installing Retail Point of Sale on page 15.

You can verify the software version you are running from within Point of Sale Terminal:

• Open Terminal. Go to the Help menu and click About

Retail Point of Sale.

The product key and version number are displayed.

Before the upgrade

1. If your operating system is Windows XP Pro, Windows

Vista or Windows 7, make sure you are logged in with

Administrator rights.

2. Perform an End of Day process, and select RESET the Sales Information (Z-Report) in all sessions of

Terminal that you are running.

3. Post the End of Day fi le(s) to QuickBooks from Point of Sale Administrator.

4. Use the Backup tool in Point of Sale Administrator to

12 back up your Point of Sale database fi le.

QuickPOS, QuickBooks Point of Sale, Retail Point of

Sale and QuickBooks have included changes over the years that affect how you should deal with data when upgrading. We recommend you follow the steps below, as applicable, to ensure data integrity.

If running QuickPOS 5.1

You may need to make changes to QuickBooks.

1. Open QuickBooks 2011/12.

2. Go to the Lists menu, then click on Items List.

3. Search for any payment items in this list that are linked to an Undeposited Funds account.

4. Edit each item to make sure that Group with other undeposited funds is selected.

Upgrading from QuickPOS 5.0 to 5.1

You must upgrade QuickPOS Version 5.0 to Version 5.1 before removing it from your PC as described on page

15. After removing the software, you can install Retail

Point of Sale 2011/12 as described on page 15.

You will need to upgrade QuickPOS Administrator and all instances of QuickPOS Terminal.

Upgrading QuickPOS Administrator

1. Close any programs you have running.

2. Insert the Retail Point of Sale 2011/12 Installation

CD into the CD-ROM drive.

The Installer window opens automatically.

3. Click Exit.

4. Open the QuickPOS 5.1 Installer wizard.

To open the QuickPOS 5.1 Installer wizard:

If running Windows XP operating system:

• Click Start in the Windows taskbar, then click Run.

• Type D:\POS51setup\QuickPOSAdmin\ setup.exe (where D: is your CD-ROM drive letter). Click OK.

The QuickPOS 5.1 Installer wizard opens.

If running Windows Vista or Windows 7 operating system:

• Right-click the Start button in the Windows taskbar, then click Explore,

• Select D: (where D: is your CD-ROM drive letter), then navigate to D:\POS51setup\QuickPOSAdmin\ setup.exe.

• Double-click setup.exe.

The Installer wizard opens.

5. Select Modify, then click Next.

6. Follow the prompts to install QuickPOS Administrator until you reach the last window of the wizard.

7. Click Finish.

Caution: Do not attempt to open QuickPOS Administrator at this time. Instead, upgrade all instances of QuickPOS

5.0 Terminal following the instructions below.

Upgrading QuickPOS Terminal

1. If QuickPOS Terminal is installed on another computer, close any programs that are running.

2. Insert the Retail Point of Sale 2011/12 Installation

CD into the CD-ROM drive on the PC running the earlier version of QuickPOS Terminal.

The Installer window opens automatically.

3. Click Exit.

4. Open the QuickPOS 5.1 Installer wizard.

To open the QuickPOS 5.1 Installer wizard:

If running Windows XP operating system:

• Click Start in the Windows taskbar, then click Run.

• Type D:\POS51setup\QuickPOS\setup.exe

(where D: is your CD-ROM drive letter). Click OK.

The QuickPOS 5.1 Installer wizard opens.

If running Windows Vista or Windows 7 operating system:

• Right-click the Start button in the Windows taskbar, then click Explore.

• Select D: (where D: is your CD-ROM drive letter), then navigate to D:\POS51setup\QuickPOS\setup.

exe.

• Double-click setup.exe.

The Installer wizard opens.

Caution: Do not attempt to open QuickPOS Terminal at this time. To continue the upgrade process, you need to remove Point of Sale from your PC following the instructions below.

5. Select Modify, then click Next.

6. Follow the prompts to install QuickPOS Terminal until you reach the last window of the wizard.

7. Click Finish.

Removing QuickPOS, QuickBooks Point of

Sale or a previous version of Retail Point of Sale

Remove all instances of earlier versions of Administrator and Terminal from each PC. (This will not affect your

Retail Point of Sale database fi le or options setup).

1. Open the Control Panel on your PC.

2. Click Add or Remove Programs.

3. Select the program you want to remove, then click

Remove.

The Remove wizard opens.

4. Select Remove all installed features, then click Next.

5. Click OK.

The program you selected will be uninstalled.

Installing Retail Point of Sale 2011/12

The Installation wizard gives you the choice of installing

Administrator, Terminal, or Administrator and Terminal within the one installation process.

Your individual situation determines which method you choose.

If installing on a network, refer to page 18.

If you need additional assistance with software installation, contact the Reckon Technical Support Team.

(Refer to the back cover of this document for contact details.)

1. If you are upgrading from QuickPOS 5.1, you need to rename your database fi le from QuickPOS.PDB to QBPOS.PDB so that it can be detected during the setup of Retail POS 2011/12.

Versions 5.1 and earlier used the default database fi le name QuickPOS.PDB. This was changed to

QBPOS.PDB in Version 6 and all later versions, including Retail Point of Sale 2011/12.

2. Make sure you have QuickBooks 2011/12 installed on your PC with a working company fi le before installing Retail Point of Sale 2011/12.

Note: If you should need to uninstall QuickBooks

2011/12 and reinstall with a different level, (e.g.,

Pro, Premier etc.) or edition (e.g. Retail, Contractor etc.) then you also need to uninstall and reinstall

Retail Point of Sale Administrator and/or Terminal on that PC. Point of Sale installations on other PCs are not affected.

3. Close any applications currently running on your

PC, including anti-virus software or fi rewall. You can re-enable anti-virus software or fi rewall after the POS installation is complete.

4. Insert the Retail Point of Sale 2011/12 Installation

CD into the CD-ROM drive.

If the Installation window does not open automatically, then:

• Right-click the Start button in the Windows taskbar, then click Explore. Select D: (where D: is your CD-

ROM drive letter), then navigate to D:\autorun.exe.

Double-click autorun.exe.

The Installation window opens.

5. Select the Point of Sale program(s) to install:

• Administrator

• Terminal

• Administrator and Terminal

You need to install Administrator on a PC that also has QuickBooks 2011/12 installed.

If installing Terminal on the same machine as

Administrator, you must install both applications at the same time (i.e., choose the Administrator and

Terminal option).

6. Enter your Installation Key Code (IKC), which is provided on the Retail Point of Sale 2011/12

Installation CD case, or the letter that came with your

CD.

7. Click Next.

The Installation wizard opens.

8. Follow the prompts to install your application(s) until you reach the last window of the wizard.

Important: If you are installing Retail Point of

Sale on a PC running Windows Vista or Windows 7

operating systems, do not install under C:\Program

Files or C:\Windows directories or their sub- directories. Please ensure you use a sub-directory when installing Retail Point of Sale.

The default installation location for POS

Administrator is C:\Reckon\Retail Point of Sale

Professional 2011-12 Administrator, (where C: is your default or preferred drive letter).

The default installation location for POS Terminal is

C:\Reckon\Retail Point of Sale Professional 2011-

12 Terminal, (where C: is your default or preferred drive letter).

9. Click Finish.

Installing Retail POS on a network

For Retail POS to perform on a network correctly, fi les must be shared between computers. This is a task for an expert. If you are an expert PC user then you will have no problem defi ning the network drives on each PC. If you are not an expert PC user, ask your supplier to confi gure the network and software for you.

The following guidelines are for the network installer:

Important: You must install QuickBooks and POS

Administrator on the same machine. However, we recommend that you install the Retail POS database

(named QBPOS.PDB) on a POS terminal.

Two terminals

1. Set up your network and decide which folder on the store (front offi ce) PC will hold the Retail POS database. On the back offi ce PC map this folder as a network drive.

2. Install QuickBooks and POS Administrator on the back offi ce PC. However, store the Retail POS database on the store (front offi ce) PC in the predetermined folder. This allows you to turn off the offi ce computer without preventing the store PC’s access to the database.

3. Install POS Terminal on the store (front offi ce) PC.

Three terminals

Begin by setting up two terminals as described above.

For the third terminal:

Note: You can purchase additional POS Terminal licences from your local retailer or Accredited

Professional Partner or simply call Reckon Customer

Service on 1300 784 253.

1. Map a drive to the location on the store (front offi ce)

PC that is storing the Retail POS database.

2. Install POS Terminal.

3. When you fi rst open POS Terminal on this third PC you are asked to provide the Retail POS database location. Select the mapped drive.

4. Repeat this for each POS terminal that you need to set up.

Note: If you have a spare PC that is not being used, it would be ideal to keep a recent copy of your QBPOS.

PDB in a mapped network drive on this PC. That way, if the terminal that you would normally store your

QBPOS.PDB ﬁ le should go down, other terminals can continue to access data from the spare machine.

Information for

new users of

Retail Point of Sale

Installing Retail Point of Sale

2011/12

The Installation wizard gives you the choice of installing

Administrator, Terminal, or Administrator and Terminal within the one installation process.

Your individual situation determines which method you choose.

If installing on a network, refer to page 18.

1. Make sure you have QuickBooks 2011/12 installed on your PC with a working company fi le before installing Retail Point of Sale 2011/12.

Note: If you should need to uninstall QuickBooks

2011/12 and reinstall with a different level, (e.g.,

Pro, Premier etc.) or edition (e.g. Retail, Contractor etc.) then you also need to uninstall and reinstall

Retail Point of Sale Administrator and/or Terminal on that PC. Point of Sale installations on other PCs are not affected.

2. Close any applications currently running on your

PC, including anti-virus software or fi rewall. You can re-enable anti-virus software or fi rewall after the POS installation is complete.

3. Insert the Retail Point of Sale 2011/12 CD into the

CD-ROM drive.

If the Installation wizard does not start automatically, then:

• Right-click the Start button in the Windows taskbar, then click Explore. Select D: (where D: is your CD-

ROM drive letter), then navigate to D:\autorun.exe.

Double-click autorun.exe.

The Installation window opens.

4. Select the Point of Sale program(s) to install:

• Administrator

• Terminal

• Administrator and Terminal

You need to install Administrator on a PC that also has QuickBooks 2011/12 installed.

If installing Terminal on the same machine as

Administrator, you must install both applications at the same time (i.e., choose the Administrator and

Terminal option).

5. Enter your Installation Key Code (IKC), which is provided on the Retail Point of Sale 2011/12

Installation CD case, or the letter that came with your

CD.

6. Click Next.

The Installation wizard opens.

7. Follow the prompts to install your application(s) until you reach the last window of the wizard.

Important: If you are installing Retail Point of

Sale on a PC running Windows Vista or Windows 7

operating system, do not install under C:\Program

Files or C:\Windows directories or their sub- directories. Please ensure you use a sub-directory when installing Retail Point of Sale.

The default installation location is C:\Reckon\Retail

Point of Sale Professional 2011-12 Administrator,

(where C: is your default or preferred drive letter).

The default installation location for POS Terminal is

C:\Reckon\Retail Point of Sale Professional 2011-

12 Terminal, (where C: is your default or preferred drive letter).

8. Click Finish.

Add an exception to the Windows

Firewall on all Retail Point of Sale machines

An exception to the Windows Firewall should be set up to allow Retail Point of Sale Administrator and Terminals to communicate with each other. If the exception is not set up, lists in Retail Point of Sale terminals may not update with changes made in QuickBooks or Retail Point of Sale Administrator, other changes made in Retail Point of Sale Administrator may not be seen in the terminals, and there is a risk of program errors occurring due to the lack of communication between Retail Point of Sale

Administrator and the terminals. Set up the exception even if the fi rewall is off in case the fi rewall is later turned on.

On the Retail Point of Sale machines:

If running Windows XP or Windows Vista:

1. Go to the Start menu and click Control Panel.

2. In Control Panel double-click Windows Firewall.

3. If running Vista, in the Windows Firewall window click

Turn Windows Firewall on or off on the left.

4. If the fi rewall is On, make sure the option Don’t allow

exceptions (XP) or Block all incoming connections

(Vista) is unticked.

5. Click the Exceptions tab.

6. In the list of exceptions, make sure File and Printer

Sharing is ticked.

7. If on XP, select this option and click Edit.

8. All four ports should be selected. Click Change

Scope for each port.

9. If all of the Retail Point of Sale installations are on one sub-net, then you can select My network

(subnet) only. Otherwise select Any computer

(including those on the internet), or select Custom

list and enter the list of machines or sub-nets.

10. Click OK on the windows to save the changes.

If running Windows 7:

1. Go to the Start menu and click Control Panel.

2. In Control Panel, click System and Security, then click

Windows Firewall.

3. Make note of whether you are connected to a Home

or work (private) network or a Public network.

4. Click Turn Windows Firewall on or off on the left.

5. For your network type, if the fi rewall is On make sure the option Block all incoming connections… is unticked.

6. Click OK to save any change and to return to the main Windows Firewall settings.

7. Click Allow a program or feature through Windows

Firewall on the left.

8. In the list of allowed programs and features, make sure the tick box to the left of File and Printer

Sharing is ticked. If the list options are inactive

(greyed out), fi rst click Change Settings at top right.

9. Click OK to save changes.

Note: Other fi rewalls may also stop communications between Retail Point of Sale installations. If you have trouble with lists not updating and messages not being received from other machines, try temporarily disabling any other fi rewall(s) on all Retail Point of Sale machines and send a message to all terminals from Retail Point of Sale Administrator. If this allows the messages to be received, you may have to set up an exception to the fi rewall on each machine. Check with the fi rewall vendor

for details on setting up exceptions.

Running Retail Point of

Sale 2011/12 for the fi rst time

Performing essential setup tasks

When you fi rst open Administrator, you need to perform some basic setup tasks, including transferring information between Administrator and

QuickBooks. This enables Administrator to create or update the Retail Point of Sale database fi le so that it is ready for use by Terminal.

Once you’ve run Administrator for the fi rst time and have a working database fi le, you can open Terminal and perform basic setup procedures. This includes linking the Retail Point of Sale database fi le and entering a licence key code.

Locating your data fi les

You need to specify the location of your QuickBooks

2011/12 data fi le. In addition, you’ll need to indicate where your Retail Point of Sale 2011/12 database fi le is located (if you are upgrading), or where you want it to be located (if you are a new user).

In previous years, your QuickBooks and Retail Point of Sale data fi les were stored in your Program Files directory by default.

In QuickBooks 2011/12, however, the default location has been changed, primarily to accomodate the Windows Vista and Windows 7 operating systems. One result of this change is that you no longer need to have operating system administrator rights in order to access QuickBooks.

You can choose to store your data fi les in another location.

Important: If running Retail POS on Windows Vista or

Windows 7 you need to ensure that your Retail POS database ﬁ le is not located in a restricted location.

Restricted locations in Windows Vista and Windows 7 are:

• C: (root directory only. i.e: you need to specify a subdirectory)

• C:\Program Files & its sub-directories

• C:\Windows & its sub-directories.

QuickBooks 2011/12 company fi le default location:

• If running Windows XP operating system:

\Documents and Settings\All Users\Shared

Documents\Intuit\QuickBooks\Company Files

• If running Windows Vista or Windows 7 operating systems:

\Users\Public\Public Documents\Intuit\QuickBooks\

Company Files

Retail Point of Sale 2011/12 database fi le default location:

• For all Windows operating systems:

C:\Reckon\Retail Point of Sale Professional 2011-12

Administrator\QBPOS.PDB, (where C: is your default or preferred drive letter).

C:\Reckon\Retail Point of Sale Lite 2011-12

Administrator\QBPOS.PDB, (where C: is your default or preferred drive letter).

Running Administrator for the fi rst time

1. Open Retail Point of Sale Administrator 2011/12 by clicking on the new Retail Point of Sale Administrator desktop shortcut.

The Administrator wizard opens.

2. Specify a location to save the Retail Point of Sale

PDB fi le; (this is the Retail Point of Sale database).

Note: Windows Vista or Windows 7 users refer to the

“Locating your data ﬁ les” section on page 26.

3. Specify the location of your QuickBooks company fi le

(*.QBW).

4. If running Windows XP operating system - Make sure that the current QuickBooks user is logged on as the Admin user in single user mode, then follow the prompts to perform a QuickBooks transfer.

If running Windows Vista or Windows 7 operating system - Please ensure that QuickBooks is closed before following the prompts to perform the

QuickBooks transfer.

You are now ready to use Point of Sale Administrator.

Refer to the Retail Point of Sale 2011/12 user guide for more details. (The User Guide is included on the Retail

Point of Sale 2011/12 Installation CD.)

Running Terminal for the fi rst time

1. Open Retail Point of Sale Terminal 2011/12 by clicking on the new Retail Point of Sale Terminal desktop shortcut.

The Terminal wizard opens.

2. Enter your licence key code in the Licence Key fi eld. You can run the software for ten days without registering the software.

3. (New users) Change the default name in the Terminal

ID fi eld, if you want to.

(Existing users) Use the Terminal ID you used in your previous version of Retail Point of Sale.

4. Specify the location of your Retail Point of Sale

2011/12 database.

After completing the wizard you will be ready to run

Terminal.

Registering Retail Point of

Sale Terminal

Register each installed copy of Retail

Point of Sale Terminal

You need to register each installed copy of Terminal; i.e., you need to register each copy you have installed on a separate PC. Registration is completed by entering a unique licence key for each copy of Terminal that you have installed.

Call Reckon Customer Service to register. The Reckon operator will fi rst ask you for a Customer ID, then a product key and the year version for each Point of Sale

Terminal you are running.

You can view your product key and version number from within Terminal:

• Open Terminal. Go to the Help menu and click About

Retail Point of Sale.

The product key and version number are displayed.

These will be used to generate a licence key that you need to enter in Terminal to complete the registration.

You can run Retail Point of Sale Terminal for ten days after installation before having to register the software.

Contact details for Reckon are provided on the back cover of this document.

Backing up your Retail

Point of Sale 2011/12 database fi le

Back up your database fi le regularly

We recommend that you back up your Retail Point of Sale database fi le at least once a week.

You can do this by clicking the Backup icon in Retail POS

Administrator and choosing to save the fi le to a separate storage medium. We also recommend that you do not overwrite your previous backup fi le.

It’s important to make backups regularly because the

Retail Point of Sale 2011/12 database fi le stores information that does not transfer across to QuickBooks.

This includes:

• Layby customer details

• Layby sales

• Held transactions

• Customer loyalty point information

• Customers’ date of birth

• Transaction Information for the Transaction History

List

• Settings made in the Options window in Administrator

• Settings made in the Options window in Terminal

(although you can save keyboard layouts and table area layouts separately)

• Additional barcodes for items

• Currency list information

• Promotion setup and prices

• All product, customer and promotion product label layouts (although you can save these separately)

• Kitchen Print setting for all products

• Security settings

• Table Manager settings including reservations and layout (although the layout can be saved separately)

• Appointment Manager settings including appointments and reservations.

Note: Additional barcodes, Customer Loyalty,

Promotions, Kitchen Printing, Table Manager,

Appointment Manager and Currency are features of

Retail Point of Sale Professional.

The Retail Starter Kit and your PC

(2011/12)

Connecting the 2011/12 Retail

Starter Kit to your PC

Any queries regarding your software should be raised with the Reckon Technical Support Team:

• Current Advantage members call the Advantage priority support line. Please refer to your Advantage pack for details.

• Non-Advantage members call 1902 223 101 (see call charge information on back cover of this document).

Senor GST-318BU (USB) Barcode Scanner

Note: The following conﬁ guration also applies to the cordless Senor scanner that is supported by Retail Point of Sale.

1. Plug the barcode scanner cable into a spare USB port on your PC.

You may see a message stating that Windows has auto-detected the device and is installing the device driver software.

2. Use your new scanner to scan the following barcodes.

This programs your scanner to work with Retail Point of

Sale. Simply scan the following SIX (6) barcodes one after the other. Do not scan the 7 th barcode (i.e. Reset barcode) unless you are having confi guration issues.

Barcode one - Start of Confi guration

Barcode two - Header

Barcode three - Tilde

Barcode four - Set

Barcode fi ve - Message terminator

Barcode six - End of Confi guration

If you are having diffi culty scanning the barcodes within this document, there is a soft copy of this document available on the Retail Point of Sale 2011/12 Installation

CD that you can use to print the relevant pages to scan.

Barcode seven - Reset

Important: Only use this barcode if you need to reset your scanner.

To reset the scanner to its default confi guration, scan

Barcode one - start of confi guration, then Barcode seven -

Reset followed by Barcode six - end of confi guration.

Senor GTP-290B3 (USB) Thermal Receipt

Printer

1. Install the receipt printer driver, CDM 2.04.16.exe,

(located on the Retail POS 2011/12 Installation CD).

• Right-click the Start button in the Windows taskbar, then click Explore. Select D: (where D: is your CD-

ROM drive letter), then navigate to D:\Support\

RSK\CDM 2.04.16.exe. Double-click CDM 2.04.16.

exe.

• You may briefl y see a Windows DOS window appear and close automatically.

2. Restart your PC.

3. Plug your receipt printer into a spare USB port on your PC.

4. Turn on the receipt printer.

5. You may see a message stating that Windows has auto-detected the device & is installing the device driver software.

Note: Additional detailed illustrated instructions for installing the Senor GTP-290B3 (USB) Thermal Receipt

Printer are provided in the \\Support\RSK folder on the

Retail Point of Sale 2011/12 Installation CD.

Senor GCDB424293MSA Cash Drawer

1. Plug your cash drawer into the cash drawer port on your receipt printer.

Setting up hardware items in Retail

Point of Sale

You are now ready to set up the following hardware items in Retail Point of Sale:

• Senor GTP-290B3 (USB) Thermal Receipt Printer

• Senor GCDB424293MSA Cash Drawer

• Senor GST-318BU (USB) Barcode Scanner

Senor GST-318BU (USB) Barcode Scanner

1. Open Terminal. Go to the Tools menu and click

Options.

2. Click the Scanner tab.

3. Click the Type drop-down arrow, then click

Senor GST-318BU (USB) Scanner.

4. Click the Connected to drop-down arrow, then click

USB Port.

5. Click Apply to save your changes.

Senor GTP-290B3 (USB) Thermal Receipt

Printer

1. Open Terminal. Go to the Tools menu and click

Options.

2. Click the Receipt Printer tab.

3. Click the Type drop-down arrow, then click

Senor GTP-290B3 (USB).

4. Click the Connected to drop-down arrow, then click the virtual COM port. (Note: The virtual COM port is

created when installing the receipt printer driver.)

5. Click Apply to save your changes.

Note: Retail Point of Sale can only see COM Ports 1-9 on the computer where Retail Point of Sale Terminal is installed. Please ensure once your receipt printer is installed it is using one of these COM Ports.

Senor GCDB424293MSA Cash Drawer

1. Open Terminal. Go to the Tools menu and click

Options.

2. Click the Cash Drawer tab.

3. Click the Type drop-down arrow, then click

Senor GCDB424293MSA.

4. Click the Connected to drop-down arrow, then click the Cash Drawer port on the receipt printer.

5. Click Apply to save your changes.

Retail Point of Sale

2011/12 and other

POS hardware

Retail Point of Sale 2011/12 can be used with a variety of POS devices

Retail Point of Sale 2011/12 may be purchased as part of the Retail Starter Kit, which includes a bar code scanner, a thermal receipt printer, and a cash drawer.

However, Retail Point of Sale 2011/12 has been designed to work with a variety of Point of Sale devices.

For a list of supported devices and more information about device compatibility, visit the Reckon website. (See http://www.quicken.com.au/RetailSolutions/RetailPOS/ supportedHardware.aspx

)

Some devices require the installation of a driver, i.e., device-specifi c interface software, which tells Retail

Point of Sale 2011/12 how to interact with it. Generally, any required drivers and relevant documentation are distributed with the devices at the time of purchase.

For your convenience, the Support folder provided on the

Retail Point of Sale 2011/12 Installation CD contains drivers of the most commonly used devices that work with Retail Point of Sale 2011/12.

Note: Driver “TMVirtualPortDriver600aE.exe“ needs to be manually downloaded for EPSON TM-T88V Receipt

Printer and EPSON TM-T20 Receipt Printer via https:// www.epson-pos.com

If you need more information about a particular device or driver, visit the Reckon website address provided above, or consult the device manufacturer’s or distributor’s website.

Retail Point of

Sale 2011/12

End User Licence

Agreement

Retail Point of Sale 2011/12 End

User Licence Agreement

THIS IS AN IMPORTANT DOCUMENT. PLEASE READ IT

CAREFULLY.

This is a contract between Reckon Limited (ACN 003 348

730) (Reckon) and you. By using the Software supplied with this document, and the related user guides and materials

(together the Software), you agree to be bound by the terms of this Licence. This Licence covers copies of the Software provided for evaluation or trial purposes, subscription versions and non-subscription or full versions of the Software. Some

Licence provisions may not be applicable to you, depending on the particular version of the Software you have purchased or if you are using the Software for evaluation purposes. The defi ned terms and the rules of interpretation in this Licence are set out in clause 12 the full terms of the Licence.

Important: There are a number of technical features within the Software that may affect your ability to continue to use the

Software. These are outlined in more detail in the terms of the

Licence, but in summary:

• you are purchasing the right to use the Software, not to own it;

• if you have been provided with a Trial Version, you may only use the Software on a temporary basis to evaluate the

Software’s functionality and suitability for your requirements;

• the Software contains registration and activation processes to guard against illegal copying;

• to continue using the Software, those processes require you to verify your compliance with the terms under which you are licensed to use the software (for example: the number of computers on which the software is installed) and to permit continued reactivation of the Software from time to time. This involves, in all versions, periodically verifying your licence details, and in the subscription version, renewing your subscription when it falls due. Reckon may also verify subscription customers during a subscription period and not only at renewal. You will also need to reactivate your

Software if you want to reinstall it (for example, if you upgrade your computer or if you have a hard drive failure, and you may incur a technical support cost for this);

• when you purchase the Software or during the course of your subscription you will be provided with an installation key code.

Please keep the installation key code in a safe place. You may need it when you first install or re-install (if permitted) the Software and to reactivate the Software. Please note if you lose your installation key code that it will not be replaced by Reckon and you will not be able to install or reactivate the

Software;

• you also need a licence key to reactivate your Software. In addition, with some older versions of the Software, you will not be able to re-install or reactivate the Software if you do not have your installation key code - see details below on

Reckon’s sunset policy;

• there will be no charge to activate the Software initially or to reactivate your Software when you verify your licence details or renew a subscription. Reckon may charge you a fee for technical support if it needs to reissue a licence key provided also that the version of the Software you are using has not been ‘sunsetted’ as explained below. Reckon may also charge a fee if you need to reactivate the Software in other circumstances (for example, if you need to reinstall the

Software if you upgrade your computer or due to a hard drive failure);

• if you do not renew your subscription, which also requires you to install and use the updated Software or if you do not verify your licence details (as applicable) within the required period, the Software may continue to operate but with impaired functionality or you may not be able to access the Software at all (including printing out or viewing any of your data or records); and if you do not verify your licence details or renew your subscription (as applicable) within the required period, the Software may continue to operate but with impaired functionality or you may not be able to access the Software at all (including printing out or viewing any of your data or records); and

• Reckon has a ‘sunset policy’ which means that technical support is not available for some older versions of the

Software. This includes the ability to install or re-install that

Software for any reason if you have lost your installation key code for those old versions. If you wish to continue using the

Software in those circumstances, you will need to purchase a new copy of the current version of that Software.

Use of Software is not provision of tax, accounting or professional advice:

(a) The information contained in the Software may contain features designed to assist you in complying with the requirements of relevant legislation.

(b) In providing you with information which may relate to relevant legislation, Reckon is not engaged in rendering legal, accounting or other professional services and that nothing in the Software constitutes taxation, fi nancial, wealth management, superannuation or other professional advice. Legal, accounting or other relevant professional advice should be obtained before taking any action in reliance on this Software.

(c) While relevant reports produced using the Software will be compliant with legal requirements at time of release, as these requirements may change from time to time, you should confi rm compliance with your professional adviser before relying on any such reports.

(d) The help contained in this Software is not a substitute for obtaining the appropriate independent professional advice. If legal advice or other expert assistance is required, you should seek the service of the appropriate competent professional.

• Third Party Online Services

: The Services may contain access to, or features that interface with, third party online services (“Third Party Online Services”). Where Third Party

Online Services are available, separate terms and conditions with the provider of the Third Party Online Services may apply. Charges may apply for the use of Third Party Online

Services including the cost of internet access. Except as required by the Consumer Guarantees, access to Third Party

Online Services may be withdrawn by Reckon at any time.

Reckon does not make any recommendations in relation to the Third Party Online Services or accept any liability or responsibility for any loss or damage relating to the Third

Party Online Services except as required by the Consumer

Guarantees.

• Back up & Data Retention : Your should ensure you conduct regular backups of your data. Except as required by the

Consumer Guarantees, Reckon on behalf of itself and/or any of its distributors and associates, does not assume any liability with regard to your use of the Software, including but not limited to, loss of data. In addition, you should confirm your data retention requirements for tax and compliance purposes with your professional adviser..

• Liability : To the maximum extent permitted by any law, including the Competition and Consumer Act 2010 (Cth)

Consumer Guarantees, Reckon will not be liable responsible for delays, non-performance, failure to perform, processing errors nor will the liability of Reckon include or extend to any special or consequential loss or damage suffered by you, except where required by the Consumer Guarantees.

• Limitation of implied terms: In relation to goods or services not ordinarily acquired for personal, domestic or household use, Reckon’s (and its distributors’) liability for breach of any guarantees, implied conditions or warranties that cannot be excluded is limited, to the extent permitted by law and at the option of Reckon, to repair the goods, or the cost of repairing the goods, to replacing or re-supplying the goods or services or their equivalent again or the payment of the cost of having the goods or services or their equivalent replaced or supplied again. You acknowledge that this clause, and any reliance on it by Reckon, is fair and reasonable.

• Reckon’s Contact details:

Business address: Level 12, 65 Berry Street, North Sydney,

NSW 2060

Contact number:

Contact email:

1300 784 253 [email protected].

1. LICENCE

(a) Evaluation licence: If Reckon has provided a Trial Version of the Software to you, your rights to use the Trial Version are solely as set out in clause 11.

(b) Licence to use: Reckon grants you a personal, nonexclusive, non-transferable, limited licence to use the

Software on the terms of this Licence for the period determined in accordance with clause 9.

(c) No transfer of copyright: The Software is licensed not sold, despite any reference to “purchase” or “sale” in this Licence or in any invoice or purchase order for the supply of the Software. Reckon reserves all rights not expressly granted to you. Reckon Limited is the owner of copyright in the Software and retains ownership of the copyright and all other intellectual property rights in the Software and is protected by copyright law and international copyright treaty.

2. YOUR PERMITTED USE OF THE SOFTWARE

(a) Single use licence: If you have purchased a single user licence, you:

(i) may install the Software once, on one computer only. However, if you wish to reinstall the Software

(for example, if you need to install the Software on a replacement computer), then clause 3 will apply; and

(ii) must ensure that the Software is used by one person only at any one time.

(b) Additional licences: Subject to any multi-user licence that you have obtained, if:

(i) more than one person is to use the Software at the same time; or

(ii) the Software is to be installed on more than one computer then you must obtain an additional licence for each additional person or computer.

(i) use or rely upon the Software for any purpose or in any manner for which the Software is not warranted;

(ii) copy, reproduce, translate, adapt, vary, merge or modify or create any derivative work based on the

Software;

(iii) reverse engineer, decompile, disassemble, reconfi gure or otherwise attempt to discover the source code of the Software; or

(iv) sell, market, network, transfer, lease, license, sub-license, rent, lend or otherwise dispose of or distribute the Software or use the Software to provide a bureau or hosting service.

(d) Licence verifi cation: Upon written request from Reckon, including by e-mail, you agree to provide Reckon with a signed certifi cate:

(i) verifying that the Software is being used fully in accordance with this Licence, including user and machine limitations, and

(ii) listing locations, types and serial numbers of equipment on which the Software is run.

You agree to allow Reckon to use and disclose any personal details provided to Reckon in connection with this Licence in accordance with Reckon’s then current privacy policy displayed on Reckon’s website.

(e) Audit rights: Reckon may also audit the number of copies of the Software in use or possession by you, the equipment on which the Software is installed or used and the number of users using the Software. Audits will

be conducted in your normal business hours, or upon reasonable prior written notice, at Reckon’s expense.

If the audit reveals underpaid or unpaid fees due to

Reckon, you will be invoiced for them based on Reckon’s then current price list, and if these exceed 5% of the licence fees you have already paid, you will also be invoiced for the cost of the audit.

3. BACK-UP & DATA RETENTION

(a) Back up: You should also ensure you conduct regular backups of your data. Except as required by the

Consumer Guarantees, Reckon on behalf of itself and/or any of its distributors and associates does not assume any liability for loss of data.

(b) Data retention: You are responsible for ensuring you meet all your data retention requirements for tax and any other compliance purposes. You should confi rm these requirements with your professional adviser, as some legislation requires you to keep copies of certain data for later reference, for example, for the ATO or ASIC

4. PRODUCT ACTIVATION AND VERIFICATION

(a) Initial registration and verifying licence details: This

Software may contain technology that protects Reckon against illegal copying. As a consequence, you may be required to:

(i) register your details during the initial installation

(including your name, contact details and details of the hardware on which the Software will be installed

(if this is not done automatically by the Software);

(ii) if you have a full version, have the Software reactivated periodically thereafter by verifying your licence details to confi rm you are using the Software in accordance with these Licence terms;

(iii) if you have a subscription version, have the Software reactivated (on payment of Reckon’s renewal fee and verifi cation of your licence details) if you wish to renew the subscription;

(iv) have the Software reactivated by Reckon if you wish to re-install the Software (for example, if you would like to install the Software on a new computer or if you have a hard drive failure and need to reload your

Software); and

(v) provide to Reckon the details of your installation key code and product key code for the Software as part of the reactivation process.

You agree to activate or reactivate the Software within a reasonable time or within such time as the Software prompts you to do so.

(b) Key codes: Each copy of the Software is provided with a unique installation key code (which may appear on the packaging or the cover of the media on which the

Software is contained). You should keep the installation key code safe. As per clause 4(a)(v), you will be required to provide your installation key code to Reckon when you reactivate your Software.

(c) Manner of verifi cation: You must verify your licence details in the manner required by Reckon from time to time (which may include email or on-line registration via the Internet). The Software may prompt you as to the required manner of verifi cation.

(d) Charges for reactivation: Reckon will not charge you to activate the Software initially or to reactivate your

Software when you verify your licence details or renew a subscription, unless you have lost your installation or licence key code. You need both your installation code and your licence key to be able to reactivate the Software.

Reckon may charge you a fee for technical support to reissue a licence key code. Reckon may also charge a fee for technical support if you need to reactivate the

Software in other circumstances (for example, if you need to reinstall the Software because you have a new computer or need to reload the Software due to a hard drive failure). For the current fees go to http://www.

reckon.com.au. If you have lost your installation key code, Reckon will not replace that code, and you may be required to purchase new software.

(e) Consequences of non-renewal and failure to verify details: This Software is provided to you on the understanding and acknowledgment that it may contain technology which deactivates and disables the Software if a subscription is not renewed or in the case of a full licence version, you have not verifi ed your licence details when periodically prompted to do so by Reckon or by the

Software. If the Software is not reactivated within the required period, the Software may continue to operate but with impaired functionality or you may not be able to access the Software at all (including printing out or viewing any of your data or records).

(f) Statutory declaration: In certain circumstances, before permitting a re-activation, Reckon may require you to provide it with a Statutory Declaration stating the reasons for re-activation in a form required by Reckon.

(g) Older versions: Reckon has a sunset policy (covered in more detail in clause 5(a)) which means that technical support is not available for certain older versions of the

Software. If technical support is not available for your version, you will not be able to reactivate or reinstall your Software if you do not have your registration key code. Reckon will not be obliged to provide you with a replacement key code and in those circumstances you will need to purchase a new version or Upgrade in order to continue using the Software. Please go to http://www.

reckon.com.au to see the sunset policy.

5. TECHNICAL SUPPORT

(a) Period when technical support is available: Reckon will provide technical support for the Software only (and for the avoidance of doubt this does not include support for third party hardware or software, which remains the responsibility of the relevant third party), during the following periods:

(i) in the case of a subscription version of the Software, during the period for which you have paid the relevant subscription fees (unless further releases of the

Software in question are discontinued); and

(ii) in the case of a full version of the Software, there is a ‘sunset period’ during which technical support may not be available for that version. The sunset period for a version will commence on the earlier of:

(A) 2 years after the date on which you fi rst installed the version on your computer; or

(B) the date Reckon releases the second successive

Upgrade to that version.

For further explanation of Reckon’s sunset policy please go to http://www.reckon.com.au.

(b) What is included as part of technical support: Reckon will provide technical support in accordance with its then current technical support policy, which may include:

(i) as contemplated by clause 4, the technical support required to reactivate the Software or to issue a replacement registration key code (for example, when you verify your licence details, renew a subscription or if you need to reinstall the Software);

(ii) provision of telephone help desk support services;

(iii) access to technical information about the Software contained on Reckon’s website; and

(iv) the ability for you to download Updates,

(v) but it does not include provision of Upgrades of the Software. For further explanation of Reckon’s technical support policy please go to http://www.

reckon.com.au.

(c) Fees: Clause 4(d) sets out the circumstances when you will (and when you will not) be required to pay charges for the technical support to reactivate your Software

(including when you wish to reinstall the Software) or for

Reckon to issue a replacement registration key code.

For all other technical support, Reckon may charge you a fee in accordance with its then current technical support policy.

6. ONLINE SERVICES

(a) Interaction with Online Services: The Software may contain access to, or features that interface with, third party online services (“Third Party Online Services”).

Examples of Third Party Online Services that may be applicable to the Software are ASIC, EFTPOS, SBRenabled services, an online share price download facility, and a statement download facility, bill and other payment services, a superannuation choice facility, online backup facility, payroll services and a debt recovery facility, technology, hardware or application, which may or may not be provided at an additional charge on a subscription basis measured for one year from the date of registration.

(b) Terms for Third Party Online Services: Certain Third Party

Online Services are not available for all versions of the

Software. For example, in the case of bank statement download services, not all banks provide services that connect to the Software. Third Party Online Services are only available for 12-month periods for subscription versions and 24-month periods for full versions. In the case of a full version, access to Third Party Online

Services in the second 12-month period may be subject to payment of the applicable charges. In order to renew access to Third Party Online Services at the end of the

24-month period in the case of a full version, you will be required to have purchased or upgraded to the latest version of the Software. In the case of a subscription version, you must have renewed your subscription.

Internet access is required for all Third Party Online

Services. Charges may apply for the use of Third Party

Online Services (in addition to the cost of Internet access levied by your ISP). Where Third Party Online Services are available, separate terms and conditions with the provider of the Third Party Online Services may apply. In some cases Reckon may be the provider. You should check with the relevant third party provider as to the terms and

conditions of use. Access to Third Party Online Services may be withdrawn by Reckon at any time. Reckon will not be liable for the withdrawal of access to any Third

Party Online Services. Where access is to be withdrawn,

Reckon may choose to notify you in advance provided that you have supplied Reckon with a valid and up to date email address.

Google Inc. In such cases your agreement to be bound by the terms of this Licence will also bind you to the terms of use or other similar agreements required by such third parties for use of their products.

7. LIMITED WARRANTY

This clause 7 is subject to the consumer guarantees regime as set out in Schedule 2 to the Competition and Consumer Act

2010 (Cth) (also referred to as the Australian Consumer Law), and the Consumer Guarantees Act 1993 (NZ), as amended from time to time, or other similar legislation of a state or territory of

Australia or NZ respectively. (“Consumer Guarantees”).

In Australia, our goods come with guarantees that cannot be excluded under the Australian Consumer Law. You are entitled to a replacement or refund for a major failure and compensation for any other reasonably foreseeable loss or damage. You are also entitled to have the goods repaired or replaced if the goods fail to be of acceptable quality and the failure does not amount to a major failure. In New Zealand, these guarantees cannot be modifi ed nor excluded by any contract, except in those circumstances contemplated by section 43(2) of the New

Zealand Consumer Guarantees Act.

(a) Software provided on an ‘as is’ basis: Except as required by the Consumer Guarantees, Reckon provides the Software to you on an “as is” basis and without any representations by Reckon or any of its authorised distributors regarding the use, performance or results of the use, of the Software.

(b) Defects in media: In addition to any rights and remedies you have under the Consumer Guarantees,

Reckon warrants that the media on which the Software is recorded is free from defects in manufacture for a period of 90 days from the date of delivery (for on-line purchases) or 90 days from the date of purchase (for in-store purchases). During this period, subject to clause

7(c), Reckon will replace any defective media on which the Software was supplied and any Software on that media, free of charge, unless you caused damage to the media due to poor handling.

(i) email [email protected] with the subject line ‘warranty claim’, and include the following:

(A) in the body of the email, provide the IKC, detail the fault and whether a workaround has been provided by a member of Reckon’s support team; and

(B) provide a copy of the receipt or proof of purchase and payment.

Once Reckon receives the information, Reckon will provide a preliminary assessment of the claim and contact you to advise.

Software assessed on a preliminary basis to be defective by

Reckon will be replaced by Reckon and sent to you at Reckon’s cost.

(d) No guarantee that Software will be error free or that its use will be uninterrupted: While Reckon has endeavoured to make sure that the Software works substantially as per the specifi cations published by Reckon from time to time, except as required by the Consumer Guarantees,

Reckon does not guarantee that the Software will work on all computer hardware platforms or confi gurations and makes no warranty that the Software will be error free or that its use will be uninterrupted.

(e) Internet access, telecommunications networks, fi rewalls and security: Except as required by the Consumer

Guarantees, Reckon does not guarantee connections to its online activation server as these may be dependent upon third party networks and security measures over which Reckon has no control.

8. LIABILITY

(a) Certain rights cannot be excluded: Certain laws, including the Consumer Guarantees, may imply certain guarantees, conditions and warranties into this Licence or impose certain guarantees, conditions and warranties by law and give you certain rights and remedies that cannot be excluded or modifi ed. This clause 8 and the limited warranties provided in clause 7, do not exclude or modify any of those rights if to do so would contravene that law or make any part of this Licence void.

(b) Exclusion of warranties: Except as required by the

Consumer Guarantees, Reckon excludes all guarantees, conditions, warranties and rights that may be implied into this Licence or imposed by law. If guarantees, conditions, warranties or other rights for your benefi t are implied in this Licence or otherwise conferred by law and it is not lawful to exclude, restrict or modify them, then

those guarantees, conditions, warranties and other rights will (but only to the extent required by law) apply to this

Licence.

(c) Limitation of implied terms: In relation to goods or services not ordinarily acquired for personal, domestic or household use, Reckon’s (and its distributors’) liability for breach of any guarantees, implied conditions or warranties that cannot be excluded is limited, to the extent permitted by law and at the option of Reckon, to repair the goods, or the cost of repairing the goods, to replacing or re-supplying the goods or services or their equivalent again or the payment of the cost of having the goods or services or their equivalent replaced or supplied again. You acknowledge that this clause, and any reliance on it by Reckon, is fair and reasonable.

(d) General exclusion and limitation: Other than as set out in clauses 8(b) and 8(c), and as required by the Consumer

Guarantees:

(i) Reckon (and its authorised distributors) will not be liable to you or any other person for any direct or indirect loss, damages, liability, costs or expenses suffered by you or any other person relating to the performance or non-performance of the Software or any breach of this Licence or the supply of the

Software or in connection with, but not limited to, the Third Party Online Services, delays, nonperformance, failure to perform, processing errors use of tax tables, use of third party hardware (for example but not limited to Postec services) or provision of technical support (whether by telephone or remote access or other means), nor will the liability of Reckon include or extend to any special or consequential loss or damage suffered by you, except where required by the Consumer Guarantees; and

(ii) Reckon’s maximum liability for damages arising in connection with this Licence or the supply of the

Software is limited to the amount paid by you for the

Software.

(e) Your liability to Reckon: You agree that Reckon (and its authorised distributors) will not be liable, other than as required by the Consumer Guarantees or as expressly set out in this Licence, and that you will indemnify the

Reckon (and its authorised distributors) from any liability, loss, damage, costs or expenses which you may suffer or incur as a result of your use of the Software (including any claims made against you by third parties).

(f) Use of the Software is not provision of professional advice: The information contained in the Software may

56 contain features designed to assist you in complying with the requirements of the relevant legislation at the time of the release of the Software, which includes for example, but not limited to superannuation guarantee requirements, tax tables, rates for contributions or deductions calculated using the Software. These compliance requirements may change from time to time.

You agree it is your obligation to ensure the details, calculations, reports and any other data or documents produced using the Software, are correct and compliant when created or used by you. Legal, accounting or other relevant professional advice should be obtained before taking any action in reliance on the Software or what is produced by you using the Software. The Software is also not fi nancial product advice. You acknowledge that

Reckon is not engaged in rendering legal, accounting or other professional services and nothing in the Software constitutes taxation, fi nancial, wealth management, superannuation or other professional advice in relation to these matters. The help contained in the Software is not a substitute for obtaining the appropriate independent professional advice. If legal advice or other expert assistance is required, you should seek the service of the appropriate competent professional.

(g) Reckon has no responsibility for recommendations:

Except as required by the Consumer Guarantees, Reckon, its employees, agents, contractors and the authors disclaim any and all liability and responsibility to any person, whether a user of this Software or not, in respect of anything (including, without limitation, any error in or omission from this Software) and of the consequences of any actions taken or omitted to be taken in reliance, whether wholly or partially, upon all or any part of the content, recommendations or help contained in this

Software.

(h) Corruption of Data and on-line access: Except as required by the Consumer Guarantees, Reckon and its authorised distributors disclaim all liability for any corruption of data, inability to access data, loss of data, breach of privacy, or downtime as a result of or arising from the use of any online link available between the

Software and another server including without limitation in connection with Online Services.

(i) Third Party On-line services: Except as required by the

Consumer Guarantees, Reckon makes no warranty or representation in connection with the Third Party Online

Services, the responsibility for which rests with the relevant provider of such Third Party Online Services or such hardware.

9. TERM AND TERMINATION OF LICENCE

(a) Licence Term: Unless this Licence is terminated earlier in accordance with its terms, your right to use the

Software in accordance with this Licence continues:

(i) in the case of a subscription version of the Software, for an initial period of 12 months from the date of registration of the Software. This Licence will automatically renew for a further 12 month period upon the payment of Reckon’s annual subscription fee. If the annual subscription fee is not paid on or before the termination of the current 12 month period, this Licence will automatically terminate; and

(ii) in the full version of the Software, indefi nitely, however:

(A) you may be required to periodically verify your licence details and have the Software reactivated as per clause 3 in order to keep using the

Software; and

(A) if you need to reinstall the Software, you will need a copy of your original CD (or other media on which the Software was provided) and the installation key code. If you do not have the CD, you will need to purchase or upgrade to a new full version and pay for the postage associated with sending the CD to you. Clauses 4(d) and 4(g) outline when Reckon may charge you a fee for the provision of a replacement key code and, more importantly, when a replacement key code will not be provided by Reckon due to the operation of

Reckon’s sunset policy.

(b) Termination by Reckon for breach: Reckon may terminate this Licence if you are in breach of its terms or as otherwise set out in this Licence.

Licence will not prejudice any right which Reckon may have, or but for the termination may have had, against you for a breach of this Licence.

(d) Things you must do on termination: Upon the termination of this Licence, you or your representative must promptly uninstall the Software from your computer, destroy the

CD, User Guide and related materials and any copies of them in your possession or control or return or dispose of them in the manner directed by Reckon. Upon written request from Reckon you agree to provide a Statutory

Declaration to Reckon that you have complied with your obligations under this clause 9(d).

10. SUBSCRIPTION TERMS

If you have purchased a subscription version of the Software, this additional clause 10 will apply.

(a) Entitlement to Upgrades and Updates: During the period for which you have paid subscription fees you will receive, included in the cost of the subscription, all Upgrades and/or Updates of the Software, via Internet download.

(b) No extension of Licence term: Your right and entitlement to use the Software, as enhanced by any Upgrades and/ or Updates, concludes at the end of the term of the

Licence (subject to payment of an annual subscription fee) and is not linked to the dates of release, registration or provision by Reckon of any Upgrades and/or Updates.

Software as an Upgrade to an earlier version of the

Software, this Licence shall supersede any previous licence agreement.

(d) Not all Upgrades included: Your subscription to the

Software and any Upgrades and/or Updates under this

Licence does not grant you the right to receive special versions of the Software created for certain customers or market segments, even though they may contain similar features or functions. Versions of the Software which may from time to time be offered in retail or other channels in different confi gurations as special promotions are not included as part of the subscription.

(e) No obligation on Reckon to upgrade: Upgrades and/ or Updates will be developed and released by Reckon in its sole discretion, and Reckon does not warrant or represent that it will develop or release any Upgrades and/or Updates during the term of the subscription period or Licence. Furthermore, Reckon does not warrant that the Upgrades and/or Updates will be provided to you or made available within any specifi ed time period following the commercial release of such Upgrades and/ or Updates.

(f) When payment is due: If applicable to the Software licensed to you, you will be required to pay the monthly subscription fee in advance on the fi rst business day of each month. You authorise Reckon to direct debit your monthly subscription fee from the bank account nominated by you.

(g) Deactivation at end of subscription period: As per clause

4, the subscription version of the Software is provided to you on the understanding and acknowledgment that it may contain technology which deactivates and disables the software if your subscription is not renewed or you

are found to be in breach of this licence agreement. If the Software is not renewed by the end of the required period, the Software may continue to operate but with impaired functionality or you may not be able to access the Software at all (including printing out or viewing any of your data or records).

(h) You need a full version if you don’t renew: If you elect not to renew your subscription, the Software does not allow you to upgrade to a non-subscription version of the

Software by way of the purchase of an Upgrade pack.

In such circumstances, you are only able to upgrade to a later non-subscription version of the Software by purchasing a full (non-upgrade) version of the Software.

(i) Early termination: If you wish to terminate your subscription early, you must do so by giving Reckon no less than one calendar month notice to that effect.

Depending on the type of software you have subscribed to and the type of subscription you are signed up for, you may be required to pay a cancellation fee. See http:// www.reckon.com.au for a schedule of fees. Reckon will direct debit your account, and you agree to pay, the applicable cancellation fee.

11. TRIAL LICENCE

If you have been provided with a Trial Version of the Software, this clause 11 sets out the terms that will apply to your use of the Trial Version.

(a) Licence: Your licence to use the Trial Version:

(i) permits you to evaluate the Software’s functionality and suitability for your requirements;

(ii) is for the number of users set out in the material accompanying your copy of the Trial Version;

(iii) is subject to the general restrictions in clause 2(e) and the limited warranty in clause 7;

(iv) is for three months (Evaluation Period).

(b) Duration: You acknowledge that your licence to use the

Trial Version will only apply for the Evaluation Period. At the end of the Evaluation Period:

(i) you must not and will not be able to continue to access the Trial Version, including any data that you have entered into the Trial Version; and

(ii) if you wish to use the Software you must purchase a full version or subscription version of the Software.

(i) are not entitled to Upgrades or Updates (or any other software other than the Trial Version); and

(ii) may be required to pay for any technical support that you may require in relation to the Trial Version in accordance with Reckon’s then current charges.

(d) Liability: You acknowledge that subject to clauses 8(b) and 8(c), and other than as required by the Consumer

Guarantees, Reckon excludes all liability to you for any loss, damage, liability, costs or expenses suffered by you relating to the performance or non-performance of the

Trial Version or any breach of this clause 11.

12. GENERAL

(a) Some defi ned terms: In this Licence:

Trial Version means Software that has been provided to you on a temporary basis in order to carry out a trial of that Software to determine whether you wish to use the

Software on an ongoing basis.

Upgrade means a new version of the Software which contains additional functionality or other enhancements.

Reckon will determine whether a new version constitutes an Upgrade or an Update.

Update means a new version of the Software which contains minor enhancements.

(b) Applicable law: This Licence is governed by the laws of the State of New South Wales, Australia and by agreeing to be bound by the terms of this Agreement you irrevocably and unconditionally submit to the jurisdiction of the courts of that State.

(c) Consumer Guarantees: Is the consumer guarantees regime as set out in Schedule 2 to the Competition and Consumer Act 2010 (Cth) (also referred to as the

Australian Consumer Law), or the Consumer Guarantees

Act 1993 (NZ), as amended from time to time, or other similar legislation of a state or territory of Australia or NZ respectively.

(d) Entire Agreement: This Licence contains the entire agreement between Reckon and you in relation to its subject matter and supersedes any prior agreements and understandings, whether written or oral.

(e) Evaluation Fee: The fee set out on the pricing page of the Website at the relevant time to obtain an Evaluation

Licence to use the Services on trial.

(f) Headings: Clause headings are for ease of reference only and do not affect the meaning of this Licence.

(g) Third Party Applications and Technology: When using the

Services, you may access third party applications and technology. The terms of the third party’s Licence will apply to your use of all such third party applications and technology.

(h) Variation: To the extent permitted by law, Reckon may vary any of the terms and conditions of this Licence upon providing you with thirty (30) days notice in writing and a copy of the replacement terms and conditions. No new terms will come into force until the commencement of your renewed Subscription Period. Reckon will display any new terms and conditions on the Website and you should check the website regularly.

(i) Waiver: Any failure to enforce any rights under this

Licence by Reckon is not to be taken as a waiver of those rights.

(j) Reckon’s Contact details: business address: Level 12, 65 Berry Street, North

Sydney, NSW 2060 contact number: contact email:

1300 784 253 [email protected]

Reckon and Reckon Logo are trademarks of Reckon Ltd.

Product updates available online

Reckon regularly posts product news, announcements, and other information of interest to Retail Point of Sale users on our website, www.quicken.com.au

From the website, you can download product-related fi les, such as software service packs and product updates. To keep your software secure and up-to-date, visit the website regularly.

You must be a current Advantage or Subscription customer, using the latest version of the software in order to access these fi les. This also applies to replacement updates if they are lost, for example by a hardware failure. To avoid potential problems, be sure to keep your Annual Membership up to date.

Store your Retail Point of Sale products safely

Your unique Installation Key Code and Retail Point of

Sale CD are extremely valuable and will be required to reactivate or reinstall the software. Please keep your key in a safe place with your Retail Point of Sale CD.

Your important reference numbers

Customer ID:

Customer PIN:

Installation

Example

Computer/

User

Reception

Installation

Key Code Product Key

1234-1234-

1234-

1234- 1234

1234-

1234

123456

Licence

Key

5678-

5678

PC 1

PC 2

PC 3

PC 4

You will need these numbers for re-registration purposes.

Please have these details on hand when contacting

Reckon.

To fi nd these details in Retail Point of Sale Terminal, go to the Help menu and click About Retail Point of Sale.

My original Retail Point of Sale CD is safely stored here:

Contacting Reckon

Technical Support

Australia

For installation and software support, Technical Support is available Monday to Friday, 9.00am – 5.00pm AEST.

Weekend support is also available, check website for opening hours. Extended hours are available to Reckon

Advantage members.

Reckon Technical Support: 1902 223 101

Call costs $4.90/min (incl GST).

• Charges are higher from public and mobile phones.

• Call costs and operating hours are subject to change.

Current Advantage members call the Advantage priority support line.

www.quicken.com.au/support

New Zealand

Technical support is available Monday to Friday,

9.00am – 5.00pm NZ.

Installation support 9414 3650

Per minute support 0900 33 609

• Call cost – $4.95 /min (incl GST).

• Charges are higher from public and mobile phones.

• Call costs and operating hours are subject to change.

www.quicken.co.nz

Hello! I am an AI chatbot specifically trained to assist you with the Reckon 2011/12 Lite Professional Retail Point of Sale Installation and Upgrade Guide. I have thoroughly reviewed the document and can help you locate the exact information you need or explain the content in clear and simple terms. Whether you’re looking for guidance on specific features, troubleshooting steps, or general usage, feel free to ask your questions. The more details you provide about your concerns or needs, the more accurately and effectively I can assist you!

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Key Features

Manage retail sales transactions
Manage products, customers, transactions, and more
Used in single computer or network environment
Compatible with various POS devices
Integrated with QuickBooks® 2011/12

Frequently Answers and Questions

How can I upgrade the software?

To upgrade the software, you will need to remove the previous version first and then install the new version. If you are upgrading from QuickPOS 5.0, you first need to upgrade it to QuickPOS 5.1 before removing it from your PC.

What are the system requirements for the software?

The software requires at least 1.0 GHz Intel® Pentium® IV processor, with 512 MB of RAM, Microsoft® Windows XP/Vista/7, 500 MB of disk space for the software installation, QuickBooks® Accounting, Plus, Pro, Premier or Enterprise 2011/12, 1GB of disk space for QuickBooks installation, Microsoft® Internet Explorer 7.0, Super VGA or higher resolution: at least 1024x768 pixel resolution, 50 x CD-ROM. All online features/services require High speed Internet connection.

Important -

READ THIS FIRST

before installing or upgrading your software

Retail Point of Sale 2011/12

Lite and Professional

Installation and Upgrade Guide

Contents

Information for existing users of Retail Point of

Sale 7

Information for new users of Retail Point of Sale

20

Running Retail Point of Sale 2011/12 for the fi rst time 25

Registering Retail Point of Sale Terminal 30

Backing up your Retail Point of Sale 2011/12 database fi le 32

The Retail Starter Kit and your PC 35

(2011/12) 35

Retail Point of Sale 2011/12 and other POS hardware 41

Retail Point of Sale 2011/12 End User Licence

Agreement 43

Your important reference numbers

Contacting Reckon Technical Support

63

64

System Requirements

System Requirements, cont.

Information for

existing users of

Retail Point of Sale

Changes to Retail POS 2011/12

Enhanced Cash Out function

Enhanced Table Manager (Retail POS

Professional only)

Appointment Manager (Retail POS

Professional only)

Preset Memo

Reset Transaction Number enhancement

Recent versions of Windows and User

Access Control

Upgrading from a previous version

Planning your upgrade

If upgrading from QuickPOS 5.0

If upgrading from another version of QuickPOS,

QuickBooks Point of Sale or Retail Point of Sale

Before the upgrade

If running QuickPOS 5.1

Upgrading from QuickPOS 5.0 to 5.1

Upgrading QuickPOS Administrator

Upgrading QuickPOS Terminal

Removing QuickPOS, QuickBooks Point of

Sale or a previous version of Retail Point of Sale

Installing Retail Point of Sale 2011/12

Installing Retail POS on a network

Two terminals

Three terminals

Information for

new users of

Retail Point of Sale

Installing Retail Point of Sale

2011/12

Add an exception to the Windows

Firewall on all Retail Point of Sale machines

Running Retail Point of

Sale 2011/12 for the fi rst time

Performing essential setup tasks

Locating your data fi les

Running Administrator for the fi rst time

Running Terminal for the fi rst time

Registering Retail Point of

Sale Terminal

Register each installed copy of Retail

Point of Sale Terminal

Backing up your Retail

Point of Sale 2011/12 database fi le

Back up your database fi le regularly

The Retail Starter Kit and your PC

(2011/12)

Connecting the 2011/12 Retail

Starter Kit to your PC

Senor GST-318BU (USB) Barcode Scanner

Senor GTP-290B3 (USB) Thermal Receipt