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.
Contents System Requirements 5 Information for existing users of Retail Point of Sale 7 Changes to Retail POS 2011/12 8 Enhanced Cash Out function 8 Enhanced Table Manager (Retail POS Professional only) 8 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 10 Planning your upgrade 10 Before the upgrade 11 Upgrading from QuickPOS 5.0 to 5.
Terminal 31 Backing up your Retail Point of Sale 2011/12 database file 32 Back up your database file 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 39 Senor GST-318BU (USB) Barcode Scanner 39 Senor GTP-290B3 (USB) Thermal Receipt Printer 40 Senor GCDB42429
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.
System Requirements, cont. For help with upgrading to Retail Point of Sale, you can contact a Retail Point of Sale Accredited Professional Partner. To find 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.
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.
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.
Upgrading from a previous version Important: If running Retail POS on Windows Vista you need to ensure that your Retail POS database file 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 file in the above locations.
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 file 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.
back up your Point of Sale database file. 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.
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.
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.
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.
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 file 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 file name QuickPOS.PDB. This was changed to QBPOS.
• 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.
Installing Retail POS on a network For Retail POS to perform on a network correctly, files 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 defining the network drives on each PC. If you are not an expert PC user, ask your supplier to configure 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.
2. Install POS Terminal. 3. When you first 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.
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 file before installing Retail Point of Sale 2011/12.
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.
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.
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.
Running Retail Point of Sale 2011/12 for the first time 25
Performing essential setup tasks When you first 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 file so that it is ready for use by Terminal. Once you’ve run Administrator for the first time and have a working database file, you can open Terminal and perform basic setup procedures.
You can choose to store your data files in another location. Important: If running Retail POS on Windows Vista or Windows 7 you need to ensure that your Retail POS database file 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.
The Administrator wizard opens. 2. Specify a location to save the Retail Point of Sale PDB file; (this is the Retail Point of Sale database). Note: Windows Vista or Windows 7 users refer to the “Locating your data files” section on page 26. 3. Specify the location of your QuickBooks company file (*.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.
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 30
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 first ask you for a Customer ID, then a product key and the year version for each Point of Sale Terminal you are running.
Backing up your Retail Point of Sale 2011/12 database file
Back up your database file regularly We recommend that you back up your Retail Point of Sale database file at least once a week. You can do this by clicking the Backup icon in Retail POS Administrator and choosing to save the file to a separate storage medium. We also recommend that you do not overwrite your previous backup file. It’s important to make backups regularly because the Retail Point of Sale 2011/12 database file stores information that does not transfer across to QuickBooks.
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).
Barcode two - Header Barcode three - Tilde Barcode four - Set Barcode five - Message terminator 37
Barcode six - End of Configuration If you are having difficulty 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.
• You may briefly 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.
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.
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.
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.
• 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.
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.
• 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.
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.
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.
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.
(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.
(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.
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. (c) In some cases you may download other third party applications, for example Google Desktop supplied by Google Inc.
(c) To make a claim under clause 7(b), you must: (i) email customerservice@reckon.com.au 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.
(c) (d) (e) (f) those guarantees, conditions, warranties and other rights will (but only to the extent required by law) apply to this Licence.
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.
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.
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.
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).
(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.
(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.
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 files, 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 files.
Your important reference numbers Customer ID: Customer PIN: Installation Computer/ User Example Reception Installation Key Code 1234-123412341234- 1234 Product Key 12341234123412341234 123456 Licence Key 5678567856785678 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 find these details in Retail Point of Sale Terminal, go to the Help menu and click About Retail Point of Sale.
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. > 5 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.
