Module 1...Computer Literacy at NQF Level 3 or Grade 8 Computer Literacy. Mathematical Literacy or Grade 10 Mathematics Bizzfo Training Manual – Module 1…

Bizzfo Software Training Manual

Module 1.3 Users and Access

This document is Copyrighted and cannot be copied in any way or form. Please report abuse to [email protected]. Only Printed material is distributed by Bizzfo Software (Pty) Ltd. Printed copies can be obtained from the same email address.

P R E F A C E

This is the training guide for Bizzfo Software systems. The document will aid in understanding the configuration and correct use of the software. Although every effort has been made to keep this document up to date. If some of the screen examples is not the same as the ones reflected in the software, it might be due to the continuous development and upgrades of the software. Unfortunately, there will be a discrepancy from time to time. We do apologize for the inconvenience that it may cause. Should you feel that some items in this document is inadequate or requires further explanation, please feel free to email us your list of requirements. We would appreciate some feedback from you so that we can improve the manual for future training sessions.

ABOUT THIS COURSE This course is intended for the retail industry where recipes, manufacturing and point of sale scenarios is used.

The participants in the course are most valuable clients.

We trust that you will enjoy this course and learn all there is about our software.

COURSE DESCRIPTION TARGET STUDENT The course was developed both students and end users. Thus, for anyone that wants to learn how our software works.

COURSE PREREQUISITES To ensure success, we recommend that you have obtained the following qualifications:

Grade 10 or higher at school With at least Maths or Accounting as one

of your subjects

HOW TO USE THIS MANUAL Each chapter covers one broad topic or a set of related topics. Lessons are arranged in order of increased proficiency, but each could be done as a module on its own.

Skills developed in one lesson is designed to be used in subsequent lessons. For this reason, we recommend that you work through the lessons in sequence.

COURSE OBJECTIVES In this course you will learn how to:

• Download and Install the software • Do the necessary setups in the

software • Process daily transactions • Do the necessary reporting

COURSE REQUIREMENTS • PC with at least a Pentium © III class

processor • At least 128MB of RAM • Microsoft Windows © 7 or 10 • 250MB space on the Hard Drive • An active and Valid Internet

Connection • SVGA screen with a resolution of at

least 800x600

SOFTWARE • Microsoft Windows • Browser like Internet Explorer, Google

or Firefox • A valid email account

TRAINING SETUP • Either Classroom based with own PC • Via Webinars (fast Internet Connection

is required) • Via On-Line “University” with a

moderate Internet Connection

Bizzfo Training Manual – Module 1.3 Users and Access (v2019.12)

© NH Nel (for Bizzfo) Page 3 of 13

ITEM DESCRIPTION

INTRODUCTION The Bizzfo Training Team welcomes you to the Training session. This manual allows you to gain a full understanding of the Bizzfo Point of Sale system, thus empowering you to Manage and Maintain the Bizzfo Installation.

TRAINING INSTALLATION SOFTWARE

Should the training software need to be installed on your own computer, the instructor will provide the software to you. You will also learn how to download the software from the internet during this training course, depending on connectivity in your training location, you might even give downloading a try.

ACKNOWLEDGEMENTS Content Developer and Editor: Nico Nel

Content Verifier: Lloyd Schmidt Content Matter Expert: Lloyd Schmidt Content Design and Layout: Nico Nel Content Quality Control: Lloyd Schmidt Content Project Manager: Nico Nel

FEEDBACK As we are constantly developing and upgrading our software, some features might work different to what is recoded in this manual simply because of printing quantity volumes. Should you however like to bring any query to our attention you can send an email to [email protected] with the following information: Manual Name Manual Version Lesson Number Page Number followed by A brief description of the query or issue Trainer Name Training Date Training Venue Also provide us with your contact details.

COURSE PRE-REQUISITES:

Bookkeeping NQF Level 3 qualification or Grade 10 Bookkeeping.

Computer Literacy at NQF Level 3 or Grade 8 Computer Literacy.

Mathematical Literacy or Grade 10 Mathematics

mailto:[email protected]



Table of Contents

P R E F A C E .................................................................................................................................................. 2 ABOUT THIS COURSE ................................................................................................................................. 2 COURSE DESCRIPTION .............................................................................................................................. 2 HOW TO USE THIS MANUAL ...................................................................................................................... 2 COURSE OBJECTIVES ................................................................................................................................ 2 COURSE REQUIREMENTS ......................................................................................................................... 2 SOFTWARE ..................................................................................................................................................... 2 TRAINING SETUP .......................................................................................................................................... 2

USERS, ACCESS AND TIME & ATTENDANCE ........................................................... 5

USERS ........................................................................................................................................................... 5 STAFF DETAILS ............................................................................................................................................. 6 ACCESS LEVELS ........................................................................................................................................... 7 POS GENERAL ............................................................................................................................................... 7 POS EDIT & PRINT ........................................................................................................................................ 8 PRODUCT DATA BASE ................................................................................................................................ 9 STAFF ............................................................................................................................................................... 9 CASH OFF ..................................................................................................................................................... 10 CLIENTS ........................................................................................................................................................ 10 OTHER ........................................................................................................................................................... 10 FINANCIAL .................................................................................................................................................... 11

CLOCK IN\OUT ........................................................................................................................................... 12 CLOCK IN OR OUT ...................................................................................................................................... 12 VIEW HOURS WORKED ............................................................................................................................. 12



Users, Access and Time & Attendance

USERS We will now look at the setups required to create staff members on the system.

The Users option could be accessed through the menu bar at the top of the screen

or through the button on the login screen

Once the Staff button is selected the following options will become available:

Let’s start off with Staff Detail setup.



STAFF DETAILS

Once you click on Staff Details, the following screen will appear:

To create a new employee / user, do the following:

1. Click on the button. 2. Complete the details as required.

3. If you enter the values for payments can be made from the system for wages (NO Official Payslip). Users will have to sign in/out to keep track of their working hours/days.

4. See the Finger (Biometric) Setup section for more Details 5. Once the details have been completed, click on the Save button, then the

button. This will display the Access Levels screen for the user.



ACCESS LEVELS Include the following:

POS GENERAL

Save the invoice Select this option to save invoices in POS Transfer invoice (Split)

This will transfer the invoice once a bill is split

Process Payment This option will allow the user to process a payment Credit a sale This option will allow the user to return items by doing a credit sale Clear All Items This option will activate the clear all button for the staff member

only if it was activated on the Sytem Settings Other Tab Open drawer after sale

This option will send the open command to the cash drawer

Open drawer at any time

This option will allow the user to open the drawer at random

Save Quote This will allow a user to save a quote Save Proforma Invoice

This option will allow the user to save a Proforma invoice



Setup cashregister This option will allow the user to make changes to the Cash Register Setup

Exit POS system This will allow the user to log out of the POS system Allow room charge This option is only required if integrated with Q2B View all staff invoices

This will allow the user to view own invoices generated

Open other staff member invoice

This will allow the user to view all invoices generated

Reopen closed invoice

This will allow the user to re-open a closed invoice

Discount Invoice Staff member will be able to give global discount on Invoice Discount product Staff member will be able to discount individual items Give Staff Discount

Staff member will be able to give discount on Staff Purchases

Override max discount

This option will allow the user to override maximum disount on product

View invoices – back office

This will allow the back office user to view all invoices

Change Payment Method

This will allow the user to change the Payment method – nice feature if payment type was entered incorrectly.

Override Negative Sales Qty

This option will alllow the user/supervisor to override a “Negative Stock Qty” on system set NOT to allow negative stock quantities

Sell Miscellaneous This option will allow the user to sell miscellanious items Allocate Price On Zero Item

This option allow the user to enter a Selling Price for an Item with Zero Cost and Zer Selling Price at the time of sale

Do Loyalty Check Allow for users tha can do Loyalty Checks in Bizzfo Allow selling via lookup

This option will alllow the user to use the Lookup button in POS

Access All Buttons

This option will alllow the user to gain access to all the buttons in the system

POS EDIT & PRINT

Print Bill before send order

For payments before order sent to kitchen

Print Bill To print the bill at any stage Reprint Slip This option will allow the user to reprint the slip Remove items from open invoice

This option will allow the user to remove items from an open invoice

Remove after send order

This option will allow the user to remove items even if the order was sent to the kitchen

Void Transactions This option will allow the user to void transactions (everything)



Send Order User can send an order to the Kitchen Resend Order User can re-send an order to the Kitchen Exchange Item User can process an Exchange Item – fisrt ring up the item

returned and then the item replacing the returned item.

PRODUCT DATA BASE

Change stock categories

This will allow the user to Change Inventory Categories

View stock data base

This will allow the user to view the Inventory masterfile

Add/Edit product details

This will allow the user to add and/or change Inventory items

Change Qty This will allow the user to change the Inventory quantities on the system

Add/Edit Stock codes

This will allow the user to add or edit Inventory codes

Move stock This will allow the user to move Inventory between locations View stock sold This will allow the user to view Inventory sales Delete products This will allow the user to delete obsolete Inventory Edit/Delete received goods

This will allow the user to make changes to received Inventory

Edit Goods Received

This will allow the user to make changes to Goods Received documents

Do Stocktake This will allow the user to do a stocktake Process Stocktake This will allow the user to Process a stocktake View Variance Reports

This will allow the user to View Variance Reports after Stock Take

STAFF

Adjust Clock in times

This will allow the user to Change Clock in times for users

Clock staff in/out This will allow the user to clock staff in/out if the “forgot to clock in/out

Change Till user This will allow the user to change the user recorded for a transaction on the Till



Analyse staff This will allow the user to Analyse staff performance Add/Edit Staff This will allow the user to add or edit staff profiles on the system Change own password

This will allow the user to change their own password when needed

Pay Staff This user will then be able to make staff payments from the till

CASH OFF

Cash Off This will allow the user to cash off at end of day/shift View/Edit wages This will allow the user to view and edit wages due to staff Pay out’s This will allow the user to make payments for goods received from

the till

CLIENTS

Receive POS Payment

This will allow the user to process a Customer payment in POS

Back Office Payment

This will allow the user to allocate the payment received agains a Back Office transaction

Add or Edit This will allow the user to Add or Edit a Customer in POS

OTHER

Edit program options

This will allow the user to make changes to the default settings in the program

Hive Sync This will allow the user to initiate Hive Sunc’s from POS View Graphs This will allow the user to view the Graphs available in the system Airtime back office This will allow the user to make changes to Airtime information in

the back office Frame construction

This will allow the user to make changes to Frame Construction

Set product of the day

This will allow the user to make changes to the product of the day



FINANCIAL

View – Back office This will allow the user to view the Back Office Enter petty cash This will allow the user to make payments through the petty cash View Income Statement

This will allow the user to view the Income Statement

The following options are also available:

1. to either select all the options or to clear selections

2. close or save the changes

3. clear fingerprint information for Biometrics



CLOCK IN\OUT CLOCK IN OR OUT

When you click/touch the button, you will

be required to enter your password.

VIEW HOURS WORKED When you click on the button, the following screen appears:

This will indicate the total hours worked and indicate if the user is still logged in or not.

If the system finds “Open Tables” it will give you the following message:

followed by a list of open tables.

You would then have to return to the Point of sale screen and select Reopen and once you entered your password the system will display the list of open tables.



You would then have to select each table and finalise it or change it to another user that takes over the table by selecting the

button. See the section on POS transactions.

Once ALL open tables are finalised or transferred, you can clock out. Once you enter your password, the following screen will appear:

This will give you an idea of the time that you were logged in on the program. If you click on “View Hours Worked” now, the system displays the following:

You can also view Open Transactions before you Clock Out or check the Till User logged in currently. Lastly you can close this screen.

Documents

Module 1...Computer Literacy at NQF Level 3 or Grade 8 Computer Literacy. Mathematical Literacy or Grade 10 Mathematics Bizzfo Training Manual – Module 1…