Users Manual-Easy Point of Sales v.1.

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EASY POINT OF SALES SYSTEM v1.0

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Created by: Mr. Randy Joseph E. Paje

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Users Manual-Easy Point of Sales v.1.0

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INTRODUCTION Thank you for your interest in Easy Point of Sales System.

he primary aim of the System is to manage Inventory control such as monitoring of stocks and captures the Daily Transactions processed over the counter/cashier (function performed by a Cash Register). Since the system will be designed using RDBMS, the record is saved automatically in a database and allows the Admin to retrieve reports such as Daily Sales Report, Stocks Report, etc. instantly. It is also designed capable of supporting client/server architecture where application subsystems integrate with the workflow and information are easily accessed and retrieved through network. This system is developed with an object-oriented, event driven softwareprogramming language wherein the user is the one in control of the events that occurs in the system. EOP

Created by: Mr. Randy Joseph E. Paje

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Users Manual-Easy Point of Sales v.1.0

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STARTING THE SYSTEM How to open the system 1. From the Desktop, open the link. [See fig.1]

Fig.1

2. Type a valid username and password. [See fig.2].

Type a valid username and password here

Click Here to Login

Fig.2

Click Here to Close

3. The main window will open once the system has validated the username and password. [See fig. 3]. Fig. 3
Click here to open Customer Details Window Click here To Open Stock Details Window Click here to Open/Accept Sales Entry Window Click here to create/open Reports Window Click here to update/edit System application settings Click here to quit/exit the application

How to Exit/Quit from the system Click the Quit menu from the main window and click Yes to quit, otherwise no to cancel.

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Users Manual-Easy Point of Sales v.1.0

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CUSTOMER/SUPPLIER DETAIL How to Add new Customer/Supplier Details 1. From the main window menu, [see fig.3], click Customer Details, the Customer Details window will be displayed, [see fig.4].

* Customer ID: Enter Customer ID * Fullname: Enter Fullname here Address: Enter Address here Tel #: Enter Contact #s here - Required Bold - Unique Use the specified keyboard shortcuts to perform special operation

Click any of the buttons to perform special operation

Fig. 4

2. From the Customer Details Window, click Change View. A new window in [fig.5] will be displayed.
Press the ff. function keys to perform: F5 Refresh Database F6 Delete F7 Add New Record

Select the field/description to edit, then press enter or double click the data.

Note: To delete, select the customer row, and press F6.

Fig. 5

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How To Edit 1. Proceed with the above instructions to open the Change View Window, [see fig.5]. 2. From the Customer Details Window, select the field/description you wish to edit and press the Enter key. 3. Type the new value you wish to enter.

How To Delete 1. Proceed with the above instructions to open the Change View Window, [see fig.5]. 2. From the Customer Details Window, select the Customer Row you wish to Delete and press the F6 key from the keyboard. 3. Type the new value you wish to enter.

How to Refresh Grid 1. From the Customer Details, [see fig.5], press the F5 key from the keyboard to refresh/update view.

EOP

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CUSTOMER LEDGER How To Accept Payment from the Customers credit list 1. From the main window menu, [see fig.3], click Customer Details, the Customer Details window will be displayed, [see fig.4]. 2. Press F4 key from the keyboard to open the Accept Payment Transaction, [see fig 5.1].

Click here to select the Invoice # from the credit lists window

Fig.5.1
This will display the Amount Due based on the selected Invoice #

Enter Amount tendered by the customer here

3. Select the Invoice Number the customer wish to pay and type the amount tendered by the customer. 4. Click the Accept button to proceed, otherwise, click the Cancel button.

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Users Manual-Easy Point of Sales v.1.0

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STOCK DETAILS How to Add New Stock Details 1. From the main window menu, [see fig.3], click Stock Details, the Stock Details window will be displayed, [see fig.6].
Details:
Product Code: The bar code found on the item/product Description1: Required item Description Description2-4: Optional additional item description Quantity: Total Stocks on hand Unit Cost: Cost of item purchase Selling Price: Suggested selling cost of the item

Fig.6
Keyboard shortcuts: UP/Down: Use to navigate between stock details F4: Delivery/Disbursement F6: Move to First record F7: Move to last record F2: During Add/Edit Mode, press F2 to save Esc: During Add/Edit Mode, press Esc key to abort changes

2. Click Change View and a new window will be displayed. [See fig.7].
Details: F4: F5: F6: F7: F8: Change View to Fig.6 Refresh Database Delete Current Row Add New Record Open Import Tool

Fig.7
Double click the data you wish to edit and type the new value.

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How To Edit 1. Proceed with the above instructions to open the Change View Window, [see fig.6]. 2. From the Stock Details Window, select the field/description you wish to edit and press the Enter key. 3. Type the new value you wish to enter.

How To Delete 1. Proceed with the above instructions to open the Change View Window, [see fig.5]. 2. From the Stock Details Window, select the Stock Detail Row you wish to Delete and press the F6 key from the keyboard. 3. Type the new value you wish to enter.

How to Refresh Grid From the Stock Details, [see fig.5], press the F5 key from the keyboard to refresh/update view.

<-EOP->

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How To ImportThe Import Tool 1. Proceed with the above instructions to open the Change View Window, [see fig.6]. 2. Press F8 key from the keyboard to open Custom Stock Import Window, [see fig. 8].
Details: *Date: Date of Delivery *Invoice #: Invoice # of the DR *Customer ID: Click browse to locate the customer details Open File: Open the PRODUCTS.XLS file to import to grid list Proceed: Save/Proceed from importing the details to the system

Fig. 8

Note: * are required fields to filled up by the user.

Item list grid will list all the items entered in the PRODUCTS.XLS file which is also included in the package.

Note: To use the import tool, make sure you have entered the details in Products.xls which is included with the package. The default location for the file is <%WINDRIVE%\PROGRAM FILES%\ Point of Sales - Retail Version\>

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Delivery/Pull-Out 1. From the main window menu, [see fig.3], click Stock Details, the Stock Details window will be displayed, [see fig.6]. 2. A new window will be displayed for Delivery/Disbursement transaction. [See fig.9]. 3. Select Option type: Delivery: [+] to the Stock quantity Pulled Out: [-] from the Stock quantity 4. Type the Invoice Number. 5. To Enter Customer ID, press Insert Key or Browse button to open Browse Customer and select the customer/supplier details.

Required fields Click Browse/Insert key to browse for customer details.

Fig.9

Code ID: Barcode Quantity: # of order Discount: Discount amount Add Item: Accept order View Log: Show Transaction log

6. From the Code ID textbox, press Insert Key or Browse Button to browse the Item Details, select the Item you wish to Add and press Enter. 7. From the quantity textbox, type the number of quantity of the item being purchased, and press Enter or the Add Item Button. 8. Click Proceed to save and Click Yes if you want to continue, otherwise, click No.

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SALES TRANSACTION 1. From the main window menu, [see fig.3], click Sales Entry, the Sales Transaction window will be displayed, [see fig.10]. 2. To Enter Customer ID, press Insert Key or Browse button to open Browse Customer and select the customer/supplier details. 3. From the Code ID textbox, press Insert Key or Browse Button to browse the Item Details, select the Item you wish to Add and press Enter. 4. From the quantity textbox, type the number of quantity of the item being purchased, and press Enter or the Add Item Button. 5. To Add another item, follow Steps #3-4. 6. Click Proceed or press F7 to save and Click Yes if you want to continue, otherwise, click No.
Required fields Click Browse/Insert key to browse for customer details.

Fig.10
Code ID: Barcode Quantity: # of order Discount: Discount amount Add Item: Accept order View Log: Show Transaction log

Note: F4 Clear Item Grid List F6 Clear Form F7 Proceed From The Grid Item List: Del key Remove from the list From the Quantity Column in Item Grid List, press Enter to edit the quantity

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How to View Log/Cancel Transaction

1. From the main window menu, [see fig.3], click Sales Entry, the Sales Transaction window will be displayed, [see fig.10]. 2. Click the View Log button and a new window will be displayed, [see fig.11].

Change this criteria to show customize the list of transactions Double Click here to remove/void the transaction

Fig.11

3. This will display the Total Sales based on the Report Criteria, (from and to). 4. To Cancel/remove/void the transaction, select the Invoice Number from the Transaction Grid list, and double click. 5. Click Yes to remove the transaction, otherwise No to cancel.
Note: Removing the transaction will also remove the payment transaction made based on the Invoice Number. Security: Only with the Supervisory level users are able to remove/void the transaction.

Created by: Mr. Randy Joseph E. Paje

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Users Manual-Easy Point of Sales v.1.0

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REPORTS How to create report for

1. From the main window menu, [see fig.3], click Reports, the Report window will be displayed, [see fig.12].
Select output: Screen Prints using the monitor Printer: Prints directly to the printer To alter the date range, change this criteria.

Fig.12

Stock Details Item Listing Inventory Check Damage Report Delivery Report Transaction Report Payment Report

: : : : : : :

Report for the Stock Details Report for the Pull out/Damage and Delivery of Items Report for checking the Actual Count and the Machine Count Report specific for Pull out/Damage Items Report specific for Delivered Items Report which displays all the Sales Transactions Report which displays all the Payment Transactions Report for displaying the Total Receivables Report for displaying the Item Details in the Transaction report

Accounts Receivable : Trans Summary :

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SETTINGS How to Change Company Name

1. From the main window menu, [see fig.3], click Settings, the Settings window will be displayed, [see fig.11]. 2. Enter the New Company name from the Company Name textbox and click the update button.
Details: Fig.11 Company Name: Enter company name here Register: Register the system Update: Update the Company name

Details: DB Path: Current Database path Database Status: Status of the database if not found Update Path: Save and update the system with the new database path

See how to add new system user

Created by: Mr. Randy Joseph E. Paje

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How To Register

1. From the main window menu, [see fig.3], click Settings, the Settings window will be displayed, [see fig.11]. 2. Click the Register button from the licensee options, and a new window will be displayed, [see fig 12]. 3. Enter Keycode from the Keycode text box and click the unlock button.

Fig.12

Enter valid keycode here

Enter valid keycode here

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How to update the Database path

1. From the main window menu, [see fig.3], click Settings, the Settings window will be displayed, [see fig.11]. 2. Click the Update Path button from the Database Options, and an open dialog box will be displayed, [see fig 13].

Fig.13

Note: When updating the database path, pay attention to the message displayed in the database options. When the message is colored red, it is critical error which means the system could not locate the database path, see fig.14.

Fig.14

Critical Error Message: Correct this by locating the correct database path or click the close button to abort the updating.

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How to Add New System User

1. From the main window menu, [see fig.3], click Settings, the Settings window will be displayed, [see fig.11]. 2. Click the Add Button from the user options. 3. Enter the System User details such as Username, password, Fullname and User Level.

Note: User level is consists of (2) two levels: Supervisor: System User: Super user with all privileges Cashier Level with restrictions

EOP

Created by: Mr. Randy Joseph E. Paje

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Created by: Mr. Randy Joseph E. Paje

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