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Getting Started with Retail Point of Sale. Getting Started with Retail Point of Sale. Installation and Setup Configuring Hardware Receipt Printer Cash Drawer Scanner Eftpos Integrating with QuickBooks Till layouts. Points to Note prior to Installation. - PowerPoint PPT Presentation
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Getting Started with Retail Point of Sale
• Installation and Setup• Configuring Hardware
• Receipt Printer• Cash Drawer• Scanner• Eftpos
• Integrating with QuickBooks• Till layouts
Getting Started with Retail Point of Sale
Points to Note prior to Installation
• Quickbooks Accounting and Retail Point of Sale must be using the same version in order to integrate
• Administrator must be installed on same PC as QuickBooks
• Networking will not work properly on Windows Home Editions
• Avoid Wireless Networks – cannot maintain a consistent connection to the database file
• You will need to reboot the PC after installing
Installation……
• Single PC Install• Select Administrator and
Terminal option
• Multi-PC Install• Install Administrator on Back
Office computer first• Install Terminal on Front
Counter
Installaton Process
• Setup Quickbooks datafile initially – *.QBW
• Create the POS Database file – QBPOS.PDB
• Configure the POS Terminal
Launch the POS Administrator prior to setting up the Terminal
Click Next…..
Creating the POS database
• Select the datafile either on the local PC or a Networked drive
You will be prompted immediately to transfer data
The lists are transferred from the Quickbooks datafile
• Administrator opens with the Options General tab open
• Check the Location of your Quickbooks file
• Summarise Transactions option will reduce no of transactions to one per session, but will make it a little harder to find problems.
Now start up the Terminal……
Activate Terminal…..
Terminal should open to Tools > Option
The Tools > Option tabs
• The place to configure the functionality of Terminal
• Keyboard tab gives you access to functional settings
Hardware Setup
• It is vital that the Hardware is compatible with Retail Point of Sale
• Hardware settings should be copied and saved
Hardware Setup
• The Cash Drawer is connected to the Receipt Printer – often COM2
• EFTPOS machines can be integrated and will allocated -COM1
• Most Barcode Scanner are a plug and go USB connection
The Till Layout
Product Number
Total Keys
Receipt View
Current Transaction
On Account
Laybys
Refund
Discounts
Quantity
Examples of different Till Layouts
End of Day – tell QuickBooksof your transactions
Terminal processes an End of Day Report for posting to the QuickBooks datafile
Select Reports to Print and Reset the Sales Information
• Select Z-Report to finalize the day.
• Select X-Report for progress updates throughout the day
• Do not reset the Transaction Number – POS transaction Numbers are accepted by QuickBooks and need to avoid duplication of document numbers.
On the Administrator click on the Post icon
Finds transactions to post
• The End of Day file is stored in the same directory as the QBPOS.PDB file. This is where the Administrator looks for the file.
• The End of Day file has this structure: QBpst – comp name -ddmmyy – hhmmss - 001.pos
• Administrator counts the number of *-001.pos files it finds.
After updating QuickBooks, tell POS of the changes…..
POS is now updated with the latest information
• Do an End Of Day and a Transfer daily.
• Transfer data whenever there is a relevant update to the QuickBooks datafile – particularly for Stock levels and price changes.
Troubleshooting Reckon Point of Sale
• Minimise in Administrator windows
• Symbols in Memos will cause errors in posting
• Quickbooks pdf Converter can interfere with COM port settings
• Copy till layouts as these cannot be recovered if PDB file becomes corrupt
• Copy of Retail POS Upgrade checklist
Questions?