© 2005 Uniwell Software Development
This Manual works in conjunction with the ePOS Office Helpfile. Whenever you see the 'Numbered Page' Icon, it refers to the page on which you can find this subject. We at Uniwell Software Development and PalmTEQ Europe strive to give you the best support and help possible. If you have any suggestions or questions, please do not hesitate to contact us at support@palmteq.co.uk. The contents of the manual and helpfile are subject to change without notice.
Contents I Table of Contents Part I Contents 1 Part II Introduction 2 1 Overview ................................................................................................................................... 2 2 Features ................................................................................................................................... 2 Part III General 3 1 Layout....................................................................................................................
II ePOS Office Help Collect Flash Sales ......................................................................................................................................................... Report 25 2 POS Reports ................................................................................................................................... 26 POS Report Selection ........................................................................................................................................
Contents III 6 End Period ................................................................................................................................... 66 End Period Report ......................................................................................................................................................... 67 7 Audit ...................................................................................................................................
IV ePOS Office Help Edit System Information ......................................................................................................................................................... 115 Export/Print Keyboard ......................................................................................................................................................... Layout 116 Touchscreen ..............................................................................................................
Contents 1 1 Contents Introduction General Browser Tasks 3 16 Inventory Files POS 56 69 85 Setup 126 21 Reports 2 32 FAQ 149 NOTE: The Icon on all topics of this help file will open the ePOS Office Calculator. For a detailed explanation of the calculations please see Calculator Explained 49 . 15 June 2005 © 2005 Uniwell Software Development NOTE: The contents of this helpfile are subject to change without notice.
2 2 ePOS Office Help Introduction Overview Features 2.1 2 2 Overview ePOS Office is a sales analysis, stock control and POS management package for the PalmTEQ range of POS terminals. Designed to be intuitive and easy to use, ePOS Office is an excellent, low cost business solution. We have used our extensive knowledge and experience of the hospitality industry to design a powerful software package that gives you the information you need to make your business a success.
Introduction 3 General Layout 4 Using Help Buttons 6 Shortcuts Export 8 E-mail 9 Print Chart © 2005 Uniwell Software Development 10 11 7 5 3
4 3.1 ePOS Office Help Layout Down the left hand side of the screen are the menus. Each menu contains options that are shown along the top. If you are using user names and passwords on your system (see Setup > Preferences 129 ), each user can have different access settings. For example, some users may only be allowed access to the Browser and Tasks menus. You will only see the options to which you are allowed access.
General 3.2 5 Using Help Tips for using help : Links are indicated by underlined text. When you move your mouse over a link, the cursor changes to a hand icon. To find specific information quickly, use the index and search functions. You can hide and show the contents on the left hand side using the 'Hide/Show' button To print a topic, use the 'Print' button on the menu bar.
6 3.3 ePOS Office Help Buttons Open The open button opens the selected information in a new window. The close button closes the current window. Close Export E-Mail Print 8 9 10 Breakdown Links/Details Filter Inspector Password Process Find Receipt Exports information to Word, Excel, HTML or CSV Sends selected information in an e-mail format. Prints selected information. Shows a breakdown of a product into its ingredients or mixtures or a breakdown of a mixture into its ingredients.
General Home Takes you to the top of the table in which you are working. Backwards Takes you to the previous line in the table in which you are working. Takes you to the next line in the table in which you are working. Takes you to the end of the table in which you are working. Forwards End Find PLU Code 3.4 7 Pin This button appears in POS - Program. It allows you to quickly locate a PLU by its code. The pin button keeps the current popup window on top.
8 3.5 ePOS Office Help Export You can save information in four different file types using the export feature. The export feature is available from any screen that has an export button (shown on the left). To export: 1. Click the export button. 2. Select the folder in which you want to save the exported file. 3. Type in a name and select a file type: Word documents *.doc Excel spreadsheets *.xls HTML documents *.htm/html Basic text file *.csv 4. Click 'OK'. 5.
General 3.6 9 E-Mail You can e-mail information from any screen that has an e-mail button (shown on the left). To e-mail: 1. Click the e-mail button. 2. In the three boxes either type in an e-mail address or click the buttons on the left and select names from the list. TO: CC: BCC: Enter the e-mail address you want to send the e-mail to. For example: sales@palmteq.co.uk Carbon Copy. If you want to send a copy of this e-mail to another person enter their address in this box.
10 3.7 ePOS Office Help Print You can print information from any screen that has a print button. To print: 1. Click the print button and set your printer settings. These will vary depending on the model of printer you are using. 2. Click 'OK'. The preview screen is displayed. 3. You can view the whole page or the page width by using the two view buttons. 4. Click the print button and select the pages you wish to print. 5. Click 'OK'.
General 3.
12 3.8.1 ePOS Office Help Displaying Charts To draw a chart: 1. In one of the screens 12 where the chart option is available highlight a block of figures. The figures must be in the same column. Click here 15 for more information on selecting data. 2. Right-click and select 'chart' or press Ctrl + P. 3. The software automatically displays your figures in a chart. 4. Four different types of chart are available, click here 13 for more information. 5.
General 3.8.3 13 Chart Views Five types of charts are available. To change the chart view: 1. Select one of the charts either from the View menu or by using one of the chart type buttons. Bar Chart Line Chart Point Chart Area Chart Pie Chart 2. Charts can be viewed as flat images or as 3D images, change between these using the '3D' button. 3. To add value markers to your chart, use the 'Val' button or select 'Value Markers' from the View menu. 4.
14 ePOS Office Help © 2005 Uniwell Software Development
General 3.8.5 15 Saving a Chart To save a chart: 1. Click on the save button or select 'Save As' from the file menu. 2. Select the file type. You can save a chart either as a jpg or as a bmp. 3. Select the file in which you wish to save the chart and click 'OK'. 3.8.6 Copying a Chart To copy a chart: 1. Click on the copy button (next to save) or select 'Copy' from the Edit menu (rightclick). 2. Open the application you want to paste into (e.g. Word). 3. Select Paste from the edit menu. 3.8.
16 4 ePOS Office Help Browser Home 132 Open View 20 20 Internet 20 © 2005 Uniwell Software Development
Browser 4.1 17 Home In the home page you can: Display your own custom page Go to the PalmTEQ web site Get technical support 17 18 View and e-mail contacts Visit supplier's web sites View reports 17 18 18 19 Get reminders 19 2Notes: The default home page can be set to a custom page, contacts, suppliers, reminders or reports in Setup > Preferences > Home page 132 To go back, right-click on the page and select 'back'.
18 4.1.3 ePOS Office Help Getting Technical Support If you experience any problems with ePOS Office click on 'Support' on the home page. Here you will find information on how to contact your reseller. 2Note: This page will vary depending on your reseller. 4.1.4 Your Contacts on Homepage Click 'Contacts' on the home page to view a list of your contacts. To enter new or edit existing contacts go to the 'Contacts 31 ' screen on the 'Tasks' bar.
Browser 4.1.6 19 Reports on Homepage Click 'Reports' on the home page to view a list of your custom reports. To design a new report or to edit an existing report go to the 'Totals 138 ' screen on the 'Reports' bar. Only the reports set to do so in 'Preferences 132 ' will display on the home page. 2Notes: The default home page can be set to a custom page, contacts, suppliers, reminders or reports in 'Preferences 132 '.
20 4.2 ePOS Office Help Open Use Browser > Open to open files on your PC. Find the required file and click 'Open'. 2Notes: When using 'Open', the file you select will open in the program associated with that file type, not within ePOS Office. For example if you select a Word document, Microsoft Word will launch. To view a document in the ePOS Office window without opening Word, use the View 20 option. 4.
Browser 5 Tasks End Session 22 POS Reports Declaration Banking 28 Reminders Contacts © 2005 Uniwell Software Development 27 31 30 26 21
22 5.1 ePOS Office Help End Session A session is a trading period. You will usually have at least one session per day and possibly more e.g. a lunchtime session and an evening session. At the end of each session, reports are collected from the POS terminals. What do you want to do? View recent communications 22 Collect the end session reports manually 23 Collect the end session reports automatically Collect selected reports only Collect flash sales report 5.1.
Tasks 5.1.2 23 Collecting End Session Reports Manually 1. On each of the POS terminals log off all the clerks. 2. Select either 'Collect reports from all POS terminals' or 'Collect reports from selected POS terminals'. 3. ePOS Office ALWAYS collects three main reports 133 at the end of each session. If you require additional reports, select these in Setup > Preferences > End Session Reports 133 . 4. You can also send selected information 23 to update the terminals if required. 5.
24 ePOS Office Help 5.1.2.3 Information that can be sent Information you can send from End Session PLU Updates All PLUs Groups Clerks Look Ups PLU Menus Cooking Condiments Keyboard To edit the above information go to POS, Keyboard 109 5.1.3 Collect End Session Reports Automatically 1. Go to Setup > Preferences > Basic Setup 130 . 2. Select the time(s) to collect the reports in a 24-hour period. 3. ePOS Office ALWAYS collects three main reports 133 at the end of each session.
Tasks 5.1.4 Collect Selected Reports 1. On each of the POS terminals log off all the clerks. 2. In End Session select 'Collect selected POS reports'. 3. Select the report(s) you want to collect. 4. Select the POS terminal(s) you want to collect from. 5. Click the collect button. 5.1.5 Collect Flash Sales Report A flash sales report gives you a summary of the total amount in the cash drawers. 1. On each of the POS terminals log off all the clerks. 2. In End Session select 'Collect flash sales report'.
26 5.2 ePOS Office Help POS Reports 1. Select one of the reports. 2. Select a time period. If you have multiple sessions per day, select which sessions you want to display using the POS report selection button 26 . 3. Use the POS report selection button terminals. 26 to select specific sites, locations and POS 4. Select 'consolidation' to consolidate reports from different sessions, POS terminals etc into one report or 'breakdown' to show the individual reports. 5.
Tasks 5.3 27 Declaration The declaration option is used to enter the amounts you have counted in each media at the end of a day. For example £56.76 in cash. The figures you enter are compared with the figures reported by the POS and any variance is displayed. See Setup > Preferences for automating the declaration procedure. The declaration varies depending on whether you are using foreign currencies or not: Standard declaration 27 Foreign currency declaration 5.3.
28 5.4 ePOS Office Help Banking Use the banking screen to record: Banked Amounts Other Income 28 28 Petty Cash Payments 28 One item/line at a time Using preset defaults 28 28 Banked Amounts Use the banking box to enter amounts of money you have banked. If you are using foreign currency, an entry will be automatically added for every media that has a nonzero exchange rate and you enter your values in the appropriate currency.
Tasks 29 Amounts can be entered in two ways: One item/line at a time Adding One Item at a Time 1. Select the site and date. 2. In the appropriate section type in the details and amount. 3. To add another line, place the cursor in the last amount box and press the TAB button or the down arrow on your keyboard. 4. To delete a line, press Ctrl + Del 5. To enter a float carried forward from the previous week, use the 'Other Income' box. 6. The figures are displayed on the right.
30 5.5 ePOS Office Help Reminders Reminders can be used for deliveries, meetings, events etc. This week's reminders can also be viewed on the home page. See Tasks > Reminders . To add a reminder: 1. arrows. Click the 'Add' button and select a date. Scroll through the months using the 2. Click 'OK' and enter a message. 3. You can choose to repeat this reminder every week, every fortnight, every four weeks or every month. 4. Click 'OK', to add this reminder to the list. 5.
Tasks 5.6 31 Contacts This option displays a list of contacts. Contacts can also be viewed on the home page. Go to Tasks > Contacts . To add a contact: 1. Click the 'Add' button and select a contact type. 2. Enter the contact details. 3. Click 'OK', the contact will be added to the list 4. You can 'Export 8 ', 'E-mail 9 ' and 'Print 10 ' your reminders. 5. Click the 'Edit' button to alter a contact's details. 6. Click the 'Remove' button to delete a reminder.
32 6 ePOS Office Help Reports Weekly Sales 36 Stock 40 33 Totals 138 Operators 45 Transactions 48 Calculator Explained 49 © 2005 Uniwell Software Development
Reports 6.1 33 Weekly The weekly screen displays two reports: Weekly Summary Report Details 34 Income and Variances Report Details 35 1. Select a report. 2. Select a date or time period. 3. By default 'All sites' will is selected but you can select a specific site if required. 4. Use the 'Export 8 ' button to export the reports to a Word document, Excel spreadsheet, web page or CSV file. 5. Use the 'E-mail 9 ' button to e-mail the report using Microsoft Outlook. 6.
34 6.1.1 ePOS Office Help Weekly Summary Report See also Report Calculations W/E 08/01/2004 1 101: Upstairs Bar 2 102: Restaurant 2 Total Bar: 101: Upstairs Bar 2 102: Restaurant 2 Total Food: 2 Mon 2 102: Restaurant 2 Total Misc: 3 Disco 3 Cigarette Machine 4 Other Income: 5 Total Income: For reporting purposes all products are in one of three classes, bar, food or misc (or custom names you choose in 'Preferences').
Reports 6.1.2 35 Income and Variance Report The income and variances report shows the following information for the selected week. Description 4 1 2 Expected Actual 3 Variance Upstairs Bar 5 Cash 5 Cards 5 Cheques 6 Total: 4 £17 809.978 £17 560.7311 -£249.2414 £3 675.418 £3 675.4111 £0.0014 £56.998 £56.9911 £0.0014 £21 542.379 £21 293.1312 -£294.2415 Restaurant 5 Cash £12 698.358 £12 501.6011 -£196.7514 5 Cards £50 302.218 £50 302.2111 £0.0014 5 Cheques £2 341.
36 6.2 ePOS Office Help Sales 1. Depending on your setting in Setup > Preferences > Systems Options 140 , when you go into the sales reports screen, a selection screen may be displayed. Select the reports or ingredients you wish to display on the report, the order in which they are displayed and the totals you wish to display. 2. Click OK. You will be taken to the main sales report screen. 3.
Reports 6.2.1 37 Gross Sales Report The gross sales report shows the following information for the selected date/period. Description Code 1 Quantity 2 Value 3 Ave Price 4 %Sales 5 %Overall Bottled Carlsberg 24 63.00 £132.30 £2.10 6.9% 0.31% Budweiser 25 123.00 £282.90 £2.30 14.76% 0.66% Sol 26 24.00 £52.80 £2.20 2.75% 0.12% 210.00 £468.00 £2.20 24.42% 1.09% Total: Draught Stella 44 345.00 £759.00 £2.20 39.60% 1.76% Carling 45 76.00 £152.00 £2.00 7.93% 0.
38 6.2.2 ePOS Office Help Profit/Margin Report The profit/margin report shows the following information for the selected date/period. 1 Desc. Gross Val 2 Tax 3 Nett Val 4 Cost 5 Profit 6 %Margin Bottled Carlsberg £132.30 £23.15 £109.15 £48.25 44.20% Budweiser £282.90 £49.51 £233.39 £129.60 £103.79 44.47% £52.80 £9.24 £468.00 £81.90 Sol Total: £43.56 £60.90 £26.20 £17.36 39.85% £386.10 £216.70 £169.40 42.
39 Reports 6.2.4 Margin Analysis Description QTY Sold1 Cost Price2 Tot Cost3 Sell Price4 Tot Sales5 % Sales6 Tot GP7 GP%8 WET Draught Pint Boddies 20.00 £ 0.76 £ 15.23 £ 2.00 £ 40.00 20.94% £ 18.82 55.27% Half Boddies 22.00 £ 0.38 £ 8.38 £ 1.00 £ 22.00 11.52% £ 5.17 55.27% Total: 42.00 £ 0.56 £ 23.60 £ 1.48 £ 62.00 32.46% £ 29.16 55.27% Total 42.00 £ 0.56 £ 23.60 £ 1.48 £ 62.00 32.46% £ 29.16 55.27% Ribs 15.00 £ 1.10 £ 16.50 £ 2.95 £ 44.25 23.17% £ 21.
40 6.3 ePOS Office Help Stock 1. Depending on your setting in Setup > Preferences > Systems Options 140 , when you go into the stock reports screen, a selection screen may be displayed. Select the reports or ingredients you wish to display on the report, the order they are displayed in and the totals you wish to display. 2. Click OK. You will be taken to the main stock report screen. 3.
41 Reports 6.3.1 Stock Holding The stock holding report shows the following information for the selected period. Description Code 1 Opening 2 3 Delivered Usage 4 5 In Stock Value Bottled Carlsberg 24 145.00 24.00 65.00 104.00 £100.53 Budweiser 25 321.00 48.00 129.00 240.00 £252.88 Sol 26 67.00 0.00 24.00 43.00 £46.94 Total: £400.35 1 The stock at the last period end.
42 6.3.3 ePOS Office Help Stock Value The stock valuation report shows the following information for the selected period. Stock Valuation Description 1 In Stock 2 Cost 3 4 @Cost Av Cost 5 @AvCost 6 Retail 7 @Retail Bottled Carlsberg 104.00 £0.97 £100.88 £0.85 £88.40 £2.10 £218.40 Budweiser 240.00 £1.05 £252.00 £1.15 £276.00 £2.30 £552.00 £1.09 £1.29 £55.47 £2.20 £94.60 Sol 43.00 £46.87 1 The quantity of the product you currently have in stock.
43 Reports 6.3.5 Stocktake Variance The stocktake variance report shows the following information for the selected period. Description 1 Units 2 Est Stock 3 Counted 4 5 Variance 6 @Cost @Retail Bottled Carlsberg Gallons 106.00 104.00 -1.00 -£0.97 -£2.10 Budweiser Gallons 246.00 240.00 -6.00 -£6.30 -£13.80 Sol Bottles 43.00 43.00 0.00 £0.00 £0.00 1 The Unit in which stock is counted. For example: Pacs, gallons, kilograms etc.
44 6.3.7 ePOS Office Help Sales/Stock Report Selection The report selection screen is accessed using the report selection button. Alternatively it can be set to display every time you go into the sales or stock screens in Setup > Preferences > System Options 140 . 1. Select specific products by major group, group or supplier. 2. You can display the products in order of description, PLU code or suppliers reference. 3.
Reports 6.5 Operators 1. Select one of the operator reports: Sales Value 46 Transactions 46 Voids and Refunds Errors 47 47 2. Select a date/period, site and location. 3. You can 'Export 8 ', 'E-mail 9 ' and 'Print 4. To access other options, right-click 5. You can draw charts © 2005 Uniwell Software Development 11 44 10 ' your sales reports. anywhere on the report. from the operators screen.
46 6.5.1 ePOS Office Help Clerk Sales Value Report The sales value report shows the following information for the selected date/period. Name 1 Sales 1 1 1 Sales 2 Sales 3 1 2 Sales 4 Total Anna £489.55 £79.62 £159.40 £1 634.21 £2 362.78 Chris £23.56 £2 419.23 £336.43 £0.00 £2 779.22 John £76.34 £1 796.45 £0.00 £1 968.56 £3 841.35 Mark £679.56 £67.21 £132.76 £1 769.78 £2 649.31 £1 269.01 £4 362.51 £628.59 TOTAL: £5 372.55 £11 632.
Reports 6.5.3 47 Clerk Voids & Refunds Report The voids and refunds report shows the following information for the selected date/period. Name 1 Value 3 Average 4 Refunds 5 Value 6 Average Anna 2 -£12.43 -£6.22 0 £0.00 £0.00 Chris 4 -£25.78 -£6.45 0 £0.00 £0.00 John 0 £0.00 £0.00 2 -£4.56 -£2.28 Mark 5 -£10.00 -£2.00 1 -£10.95 -£10.95 11 -£48.21 -£4.38 3 -£15.51 -£5.17 TOTAL: 1 The The 3 The 4 The 5 The 6 The 2 6.5.
48 6.6 ePOS Office Help Transactions The transaction screen displays the electronic journal (Z-99) in two formats: Raw journal 48 Simple view of journal Drill down journal 48 Allows you to search through the journal using specified parameters. For example, search by clerk, POS terminal etc. 6.6.1 Raw Journal 1. Click on the transactions option. A message is displayed asking if you want to view raw journal files. Select 'Yes'. 2. Select a site and POS terminal (ECR). 3. Select a period and date. 4.
Reports 6.7 49 Calculator Explained Click on a part of the picture below for more information: EPoS Office uses 6 decimal places, causing rounding errors. The example below explains the rounding errors using: 6 Decimal places, 6 decimal rounded, Reported values.
50 ePOS Office Help adjusted accordingly. 6.7.1 Product Calculations The Calculations shown are only the ones that are automatically calculated by ePOS Office.
Reports 6.7.2 51 Report Calculations Gross Sales Report Average Price %Sales %Overall %Overall represents the OVERALL percentage sales of this product for the selected date.
52 ePOS Office Help In the above report, the % Sales are recalculated, whereas the %Overall stays the same as in Gross Sales Report1 © 2005 Uniwell Software Development
Reports Tax Nett Value Cost Profit %Margin © 2005 Uniwell Software Development 53
54 ePOS Office Help Margin Analysis Report Total Cost Total Sales © 2005 Uniwell Software Development
Reports Total GP GP% © 2005 Uniwell Software Development 55
56 7 ePOS Office Help Inventory Automatic Ordering Orders 57 Deliveries Returns 61 63 Stocktaking End Period Audit 64 66 68 2 Note: Please note that the inventory menu is not available for systems that have multiple sites.
Inventory 7.1 57 Orders To add a new order: 1. Click the add button. A new order is added to the bottom of your list. 2. Use the stock transaction inspector to edit the order details 3. To add products, click the details button. Click here adding products. 4. You can 'Export 8 ', 'E-mail 9 ' and 'Print 10 58 59 . for information on ' orders. 5. To delete an order, click the delete button. 6. When the order is complete, click on the process button to confirm the order.
58 7.1.1 ePOS Office Help Add Products To add products/ingredients: 1. Click the add button, and select either 'Products' or 'Ingredients from the drop down box, highlight a product/ingredient and click 'OK'. 2. Click the product inspector button. In this window edit the pack type, pack cost and quantity. 3. You can 'Export 8 ', 'E-mail 9 ' and 'Print 10 ' your list of items. 4. To delete an item click the delete button. 5.
Inventory 7.1.3 59 Stock Transaction Inspector The inspector window shows: ID Kind Dated Supplier Each stock transaction is automatically given a unique ID number. You can't change this number. Kind describes the type of stock transaction. The types available are order, delivery, return and stock take. This is the date of the stock transaction. It can be changed if required. Select a Supplier from the drop-down box Our Reference You can enter your reference code if required.
60 7.1.4 ePOS Office Help Inventory Filter To find a particular stock transaction or view certain selected stock transactions use the filter. 1. Press F11 or pick 'Show Filter' from the right-click menu to display the filter. 2. Click in the line you wish to specify a value for, for example supplier. 3. Click the button with 3 dots and select a value (e.g. a specific supplier) or a range (e.g. a time period). Close Keep filter on top Clear filters 7.1.
Inventory 7.2 61 Automatic Ordering UNDER CONSTRUCTION To enable Automatic Ordering, see Setup > Preferences > Interfaces and Extra Features. 7.3 Deliveries Add A New Delivery Finalise an Order 61 61 To add a new delivery: 1. Click the add button, a new delivery will be added to the bottom of your list. 2. Use the stock transaction inspector to edit the delivery details 3. To add products, click the details button. Click here adding products. 4.
62 ePOS Office Help To Finalise an Order: 1. Select the Delivery from the list on the screen. 2. Use the stock transaction inspector to edit the delivery details 3. To add products, click the details button. Click here adding products. 4. You can 'Export 8 ', 'E-mail 9 ' and 'Print 10 58 59 . for information on ' deliveries. 5. For Barcode Printing, select a delivery (before being processed) and click 'OK' 6. To delete a delivery, click the delete button. 7.
Inventory 7.4 63 Returns To add a new return: 1. Click the add button, a new return will be added to the bottom of your list. 2. Use the stock transaction inspector to edit the return details 3. To add products, click the details button. Click here adding products. 4. You can 'Export 8 ', 'E-mail 9 ' and 'Print 10 58 59 for information on ' returns. 5. To delete a return, click the delete button. 6. When the return is finalised, click on the Process button to remove the items from stock. 7.
64 7.5 ePOS Office Help Stocktaking To record current stock: 1. Click the add button. Select the options of the stocktake in the pop-up screen. Kind - Current stock can be updated if stock has been miscounted or missed off during the previous stocktake, or As start of a Period where the opening stock can be modified. Scope - Partial Stocktake: When doing a partial stocktake, only the items entered will be changed/updated. Any items not entered will keep the last count.
Inventory 7.5.1 65 Stocktaking Advice Retrospective Stock Takes If you have done a full stock take and ended the period, the opening stock can be modified. When you add a stock take item, select 'As at start of period' from the 'Kind' box. Interim Stock Takes You can carry out as many stock takes as you like per period but the stock entered for each product overwrites any stock entered previously in this period. To take interim stock takes or carry out line checks, enter the items then export to Excel.
66 7.6 ePOS Office Help End Period What is a stock period? A stock period is the time between stock takes. At the start of a period you have opening stock. As you sell items and take delivery of more items their stock is adjusted accordingly. At the end of a period the stock you count should match the calculated closing stock. Any discrepancies are reported and the stock you counted becomes your opening stock for the next period.
Inventory 7.6.1 67 End Period Report Description Income Cost Profit Margin £5 351.42 £12 147.47 69.42% £5 351.42 £12 026.08 69.20% 68.78% Wet Stock 1 Gross Sales: £21 083.00 2 Tax: -£3 584.11 3 Nett Sales: 4 Variance: 5 Actual Receipts: £20 961.61 6 Tax: -£3 584.11 7 Nett Receipts: 8 Cost of Usage: £5 423.91 £11 953.09 9 Usage At Retail: £21 476.00 10 Promotions Adjustment: 11 Expected Receipts: 12 Amount Declared: 13 Stock Loss: 1 £17 498.89 -£121.39 £17 377.
68 7.7 ePOS Office Help Audit The audit screen shows all orders, deliveries, returns and stock takes for a selected stock period. 1. Select a stock period from the drop down list. 2. Use the stock transaction inspector to view the stock transaction details 59 . 3. To view the items, click the details button. 4. You can 'Export 8 ', 'E-mail 9 ' and 'Print 10 ' the audit report. 5. Right-click 58 anywhere in the screen for more options.
Inventory 8 Files Products 70 Ingredients Mixtures 79 Grouping 80 Suppliers 82 © 2005 Uniwell Software Development 73 69
70 8.1 ePOS Office Help Products To add a new product: 1. Click the add button, enter details cancel. 71 for the new product. Click accept or 2. Products can be made up from ingredients, mixtures or other products. Click here 72 for details on linking. 3. Click the breakdown button to show a product's links. 4. You can 'Export 8 ', 'E-mail 9 ' and 'Print anywhere in the screen for more options. 10 ' products. Right-click 72 5.
Files 8.1.1 71 Product Details Products Details: Click here 75 for examples of stock/units/pack sizes See Also Product Calculations 50 for more examples and explanations PLU Code Each PLU/product has a unique code that can be up to 16 digits long. Description PLU/Product name. Group All PLUs, products, mixtures and ingredients must be linked to a group, all groups are linked to major groups. For example the PLU 'Carlsberg' in the group 'Bottled Beer' in the major group 'Drinks'.
72 8.1.2 ePOS Office Help Adding Links to Products, Mixtures & Ingredients Adding Links to Products, Mixtures and Ingredients 1. From the main screen click the link/details button button. 2. Click add, select a product, mixture or ingredient the click OK. 3. Enter the quantity and select a unit then click 'Accept'. 4. You can 'Export 8 ', 'E-mail 9 ' and 'Print anywhere in the screen for more options. 10 ' mixtures. Right-click 72 5. Click 'Back' to return to the main screen.
73 Files 8.2 Ingredients To add a new ingredient: 1. Click the add button, the ingredients inspector will be displayed. Enter details 74 for the new ingredient. Click accept or cancel. 2. To edit an existing ingredient, highlight it and click the ingredient inspector button. 3. You can 'Export 8 ', 'E-mail 9 ' and 'Print anywhere in the screen for more options. 10 ' ingredients. Right-click 72 4.
74 8.2.1 ePOS Office Help Ingredients Details Ingredient Details: Click here 75 for examples of Stock Units,Pack Sizes and Ingredients Code Description Group Stock unit Items per stock unit Selling unit Supplier Each Item must have a unique number that can be up to 16 digits long Each Item must have a description or name All PLUs, products, mixtures and ingredients must be linked to a group, all groups are linked to major groups.
Files 8.2.2 Examples of Stock Units,Pack Sizes Select a Product you would like to see an example of. Pint Draught Beer 75 Half Draught Beer 75 Bottle Beer 75 Pint Shandy 75 Half Shandy 75 Vodka 75 Bottle of Wine Glass of Wine 75 75 PINT DRAUGHT BEER Price Stock Unit Items Per Stock Unit Selling Unit £2.10 Selling Price Gallons 8 Pints Per Gallon Pints Pack Size 11 Gallons per barrel Pack Cost £60 Cost of a barrel £0.68 Cost to you Per Pint £1.
76 ePOS Office Help BOTTLE BEER Price Stock Unit Items Per Stock Unit Selling Unit £2.80 Selling Price Each 1 Each Pack Size 24 Bottles Per Case Pack Cost £25.00 Cost Per Case £0.96 Cost Per Bottle £2.00 Selling Price Selling Cost Link Link PINT SHANDY Price Stock Unit Items Per Stock Unit Selling Unit Each 1 Each Pack Size 0 Pack Cost £0.00 Selling Cost £0.62 Link Link 0.5 x PINT DRAUGHT BEER 0.5 x PINT LEMONADE HALF SHANDY Price Stock Unit Items Per Stock Unit Selling Unit £1.
Files VODKA Price £1.20 Selling Price 1.5 Litre Bottle Size 60 Measures Per Bottle 25ml Measure Pack Size 6 Bottles Per Case Pack Cost £120.00 Cost Per Case Stock Unit Items Per Stock Unit Selling Unit Selling Cost £0.33 Link Link BOTTLE OF WINE Price Stock Unit Items Per Stock Unit Selling Unit £9.45 Selling Price 75cl Bottle Size 1 Each Pack Size 6 Bottles Per Case Pack Cost £26.70 Cost Per Case £4.45 Cost Per Bottle £1.
78 8.2.3 ePOS Office Help Example of Products, Mixtures & Ingredients 2Notes: Products and mixtures can be made up of quantities of other products, (for example, shandy made from lager and lemonade) mixtures and ingredients. Only products can be sold directly, mixtures and ingredients cannot be sold.
Files 8.3 79 Mixtures To add a new mixture: 1. Click the add button, enter details cancel. for the new mixture. Click accept or 79 2. Mixtures can be made up from ingredients, products or other mixtures. Click here 72 for details on linking. 3. Click the breakdown button to show a mixture's links. 4. You can 'Export 8 ', 'E-mail 9 ' and 'Print anywhere in the screen for more options. 10 ' mixtures. Right-click 72 5.
80 8.4 ePOS Office Help Grouping What do you want to do? Edit a major group name 80 Edit a group name and major group link Change the screen view 80 80 Edit a major group name 1. Either press F12 or right-click on a major group and select 'Show Inspector'. 2. Edit the major group name. 3. Click on 'Accept' to save changes or 'Cancel' to delete changes. Edit a group name and major group link 1. You can edit a group by pressing the inspector button or editing it within the list. 2.
Files 8.4.1 81 Example of Groups All products, mixtures and ingredients are in one of 48 groups which in turn are assigned to one of 8 major groups. In addition to this, for reporting purposes three classes are available, bar, food and misc. By default all major groups will be in the bar class however you can assign one major group to food and one major group to misc in Setup > Preferences > Basic Setup 130 .
82 8.5 ePOS Office Help Suppliers This option displays a list of suppliers. Go to Files > Suppliers . To add a new supplier: 1. Click the add button. A new supplier is inserted in the list. 2. Click the inspector button to edit the supplier details 3. You can 'Export 8 ', 'E-mail 9 ' and 'Print 10 83 . ' your supplier list. 4. To delete a supplier, click the delete button. 5. Right-click 83 anywhere in the screen for more options. Use the filter view stock transactions.
Files 8.5.1 83 Supplier Inspector The inspector window shows: Supplier Enter the name of the supplier. Account This is a unique number you assign to the supplier. Phone The supplier's phone number. Fax The supplier's fax number. Contact Enter a contact name for the supplier. Address 1-4 The supplier's address. Postcode The supplier's postcode. Min Order This is the minimum value of an order you can place with this supplier. The supplier's e-mail address.
84 8.5.3 ePOS Office Help Supplier Filter To find a particular supplier or view certain selected suppliers use the filter. 1. Press F11 or pick 'Show Filter' from the right-click menu to display the filter. 2. Click in the line you wish to specify a value for, for example postcode. 3. Click the button with 3 dots and select a value or a range.
Files 9 POS Site Map 86 Program 90 Keyboard 109 Send 119 Enter Sales 120 Barcodes 121 © 2005 Uniwell Software Development 85
86 9.1 ePOS Office Help Site Map The site map shows the structure of your site(s).
POS 9.1.1 87 Add/Edit a Site To add a new site: 1. In POS > Site Map click on the 'Site Map' tag. 2. Click the 'Add Site' button. 3. Click on the new site to change to name of the site. 4. You can 'Print 10 ' the site details. 5. To change the site name, click on the site or press F2 then type in a new name. 6. To remove a site, highlight the site and click the 'Remove Site' button. 9.1.2 Add/Edit a Location To add a new location: 1. In POS > Site Map click on the 'Site Map' tag. 2.
88 9.1.3 ePOS Office Help Add/Edit a Network To add a new POS network: 1. In POS > Site Map click on the 'Connection Map' tag. 2. Click the 'Add Network' or the 'Edit Network' button. 3. Enter/change the following information for the network: Name Model Type Connection Port - name IRC Adapter Port - speed MPLEX Mode Modem Used Telephone 4. You can 'Print 10 ' the network details. 5.
POS 9.1.5 89 Testing Communications To test communications: 1. In POS > Site Map click on the 'Connection Map' tag. 2. Highlight a POS network or a POS terminal and click the 'Communication Test' button. 3. Click 'Start'. 4. If communications are established, the POS terminal(s) will beep and the software will show a tick next to each terminal it finds. 5. Click 'Close' to return to the main software. 6. If communications fail, contact your reseller. 9.1.
90 9.2 ePOS Office Help Program The program screen is used to edit the POS terminal program. 1. Select a site and POS network. 2. Select a tab to edit information: PLU 91 Price 95 Look Up PLU 98 Cooking 100 Clerk 101 Group 102 Media 103 Adjustments 104 Discount Schemes 104 System 108 3. Use the 'Send' screen to send the program.
POS 9.2.1 91 PLU PLUs and products are the same. The term 'PLU' is used in relation to the POS terminal where as the stock control system uses the term 'product'.
92 ePOS Office Help To add a new PLU: 1. Click the add button 2. Make sure 'Single Code' is selected. 3. In 'Code > First' enter a PLU code (up to 16 digits). 4. If this code already exists and you want to overwrite it, make sure 'Overwrite details with defaults' is selected otherwise select 'Ignore duplicate codes'. 5. In 'General' enter the PLU name, select a group, enter a halo, select a category and enter the prices. If the PLU is used in a set menu item, select 'Set menu item' in 'Kind'. 6.
POS 93 To find a PLU: 1. You can display only the PLUs in a specified group using the group drop down box. 2. You can view PLUs by the following types using the type drop down box. Changed PLUs PLUs that have been edited/changed since you last sent the PLUs to the POS terminal(s). New PLUs PLUs that have been added since you last sent the PLUs to the POS terminal(s) Active PLUs Standard active PLUs.
94 ePOS Office Help To delete a PLU: 1. In Program > PLUs Click on the PLU(s) you want to delete. 2. Click the delete button. A message box will appear, click OK. 3. This PLU is now marked for deletion. In POS > Send select PLUs. 4. Click the lightening button, select 'Records for Deletion'. 5. When deletions have been sent collect a Z40 report using ePOS Office. 6. The PLUs will now be marked as inactive in ePOS Office. To delete the inactive PLUs click the purge button. 7.
POS 9.2.2 95 Prices Prices are held in files. You can have several different price files and use different files on different sites, networks etc. What do you want to do? Edit prices 95 Create a new price file Delete a price file Reset a price file 95 95 95 To edit the prices in a price file: 1. You can display only the PLUs in a specified group using the group drop down box. 2. Select the shift level you want to edit. 3. Change the standard and modifier 1 and 2 prices. 4.
96 ePOS Office Help To delete a price file: 1. Click on the price file you want to delete. 2. Click the delete button. 3. When the message box is displayed, check that this is the file you want to delete. 4. Click OK. To reset a price file: 1. Click on the price file you want to reset. 2. Click the reset button. 3. Click zero to set all the prices to zero initially. 4. To base the prices on another price file, select 'Price File' and choose an existing price file from the drop down list. 5. Click OK.
POS 9.2.3 Customers Enter details of customers here. Customer function MUST be enabled on the POS for this feature to work.
98 9.2.4 ePOS Office Help Lookup PLU A look up PLU (LU PLU) is a function button that when pressed displays a list of PLUs for selection.
POS 99 Change the LU PLU name Click on the current LUPLU name, type in a new name. Press Enter. Add PLUs to the LU PLU 1. Click on the PLU you want to edit. 2. To add a PLU to the end of the list, click append and select a PLU. 3. To insert a PLU in the list, click on the PLU you want to insert above, click insert and select a PLU. Delete PLUs in a LU PLU 1. Click on the PLU you want to edit. 2. Click 'Remove'.
100 9.2.5 ePOS Office Help Cooking In this screen you can edit bothcooking groups and condiment groups. What do you want to do? Edit cooking instructions 100 Edit the cooking instructions in a cooking group 100 Edit the PLUs in a condiment group 100 Edit cooking instructions 1. Make sure the 'Cooking groups' tag is selected. 2. Click the 'Instructions' button. 3. Click on the instruction you want to edit and type in a new description. Edit the cooking instructions in a cooking group 1.
POS 9.2.6 101 Clerk For each clerk you can edit: Clerk Name Clerk/Operator Name PIN Each clerk has a unique pin number that can be up to 4 digits long Commission Each clerk can have their own commision rate. Commission can be earned on one or more of the sales types Job 1 Clerks are assigned job codes when the time and attendance system is in use. The job code would usually be used to indicate the clerk's level of authority or position on a pay scale.
102 9.2.7 ePOS Office Help Group What do you want to do? Edit major groups 102 Edit groups 102 Edit categories 102 Edit major groups 1. Make sure the 'Major Group' tag is selected. 2. Click on the major group you want to edit and type in a new description. Edit groups 1. Make sure the 'Group' tag is selected. 2. You can display the groups by major group using the drop down box. 3. Click on the group you want to edit, type in a new description and edit the flag as required. Edit categories 1.
POS 9.2.8 103 Media For each media you can edit: Descriptor Media name, e.g 'Cash', 'Cheque'. Halo HALO stands for High Amount Lock Out. A PLU HALO sets the maximum price a PLU can be sold for. A HALO consists of two numbers, the first is the units and the second is the number of zeros after the units. For example £20.00 would be 23. 2Note:The format of the HALO is different on some ECRs. Please refer to the operation manual of your ECR.
104 9.2.9 ePOS Office Help Adjustments In the adjustments screen you can edit: Adjustments An adjustment gives a fixed percentage discount or surcharge on specified items. Percentages Percentages can act on an item or the subtotal by either a set rate or a manually entered rate. They can be negative (discount) or positive (surcharge). Discounts A discount gives a reduction by a set amount and can act on an item or a subtotal. 9.2.
POS 105 9.2.10.1 Types of Discount Schemes 1. One free on quantity purchase Buy X number of the same item and get one free. For example buy two Budweiser and get one free. 2. One free on mixed quantity purchase Buy X number of different (or the same) items of the same price and get one free. For example buy 1 Becks, 1 Pils and 1 Bud and get one free. 3. Lowest free on mixed quantity Buy X number of different items and get purchase the lowest priced one free.
106 ePOS Office Help 9.2.10.2 Notes on Discount Schemes 1. Any mix and match item that is sold as complimentary does not feature in the mix and match calculations. 2. Mix and match items do not function as mix and match within a set menu. 3. Adjustments will only work for the chargeable portion of any mix and match items that have been discounted. 4. Tax and VAT is only calculated on the chargeable portion of any mix and match items that have been discounted. 5.
POS 107 9.2.11 Wages Job Pay Ê Ê Standard Overtime Attendance / Grace Period Up to four jobs can be assigned to a clerk. The Job code is the job the person is actually doing – ie Barman, Kitchen porter, Chef, Glasswasher, Bar Manager etc. Up to four pay rates per job can be assigned to each clerk. These rates should be assigned to the clerk to calculate the labor cost for each job.
108 ePOS Office Help 9.2.12 System In the system screen you can edit: Functions System Flags (SF) control POS functionality. Each flag contains 8 options each of which can be set to 0 or 1 (off or on). For example 'Compulsory table number entry'. Text User text is the default descriptions for function buttons etc. For example, BILL # could be changed to read ORDER # etc. The default warning messages can also be changed to suit your preferences.
POS 9.
110 9.3.1 ePOS Office Help Assign Cooking Messages 1. Select 'Keyboard' in the 'POS' section. 2. Select 'Cooking Msg Keys' from the list in the top left corner. 3. Drag and drop the cooking messages from the list onto buttons. 4. To edit cooking messages, either double-click on a message on the list or click on a cooking message button. 5. To edit cooking groups, click the 'Cooking' button on the right. 9.3.2 Assign Function Buttons 1. Select 'Keyboard' in the 'POS' section. 2.
POS 9.3.3 111 Assign/Maintain Hard PLUs What do you want to do? Assign hard PLUs to the screen 111 Assign PLUs to hard PLUs 111 Assign hard PLUs to the screen 1. Select 'Keyboard' in the 'POS' section. 2. From the list in the top left corner, select 'Hard PLUs'. 3. Drag and drop the hard PLUs from the list onto the buttons. 4. To edit the PLU button caption and colour for a Touch Screen Terminal, click on the large 'Screen' button. Click here 117 for more details. Assign PLUs to hard PLUs 1.
112 9.3.4 ePOS Office Help Assign/Maintain LU PLUs A Look Up PLU is a special function button that when pressed displays a list of PLUs for selection. What do you want to do? Assign Look Ups to the screen 112 Edit Look up PLUs 112 Assign Look Ups to the screen 1. Select 'Keyboard' in the 'POS' section. 2. From the list in the top left corner, select 'Look Ups'. 3. Drag and drop the look ups from the list onto the buttons. Edit Look up PLUs 1.
POS 9.3.5 113 Edit Clerk Details To edit clerks: 1. Select 'Keyboard' in the 'POS' section. 2. Click on a hard clerk button or click the 'Clerks' button at the right of the screen. 3. A list of clerks is displayed. Double-click on a clerk to edit the clerk details. 9.3.6 Edit Condiment Groups 1. In 'Keyboard' click the 'Condiments' button on the right. 2. A list of 1condiment groups will be displayed. 3. Double click on the one you wish to edit. 4.
114 9.3.8 ePOS Office Help Maintain PLUs 1 PLUs can be accessed for editing in three ways 1. By clicking on a 2Hard PLU button and double clicking on a PLU in the list. 2. By double clicking on a PLU from within the look up PLU editing window. 3. By clicking the 'PLUs' button on the right. A PLU editing window will open where existing PLUs can be edited and new PLUs can be added. 1 PLU - Price Look Up. Price look up allows sales of items through individual PLU codes instead of prices.
POS 9.3.9 115 Edit System Information 1. In 'Keyboard' select 'System' from the 'Edit' tab at the bottom. 2. A new window will open where you can edit the following: System Flags System Flags (SF) control POS functionality. Each flag contains 8 options each of which can be set to 0 or 1 (off or on). For example 'Compulsory table number entry'. Menu Shifts PLUs can be arranged in different menu levels. For example a lunchtime and evening menu.
116 ePOS Office Help 9.3.10 Export/Print Keyboard Layout 1. Click the export button in the top right hand corner. 2. Select a menu level to export. 3. Select a folder to save the keyboard in and type in a file name. 4. Click 'Save'. 5. A new window will open showing you keyboard files, select the keyboard and click 'Open'. 6. The keyboard will open in Word, edit the text and colors as required. 2Note: This feature is only available if you are using Microsoft Word 97 or above.
POS 117 9.3.11 Touchscreen Touchscreen Button Caption and Colour What do you want to do? Edit the button caption 117 Edit the text colour 117 Edit the background colour 117 Copy another button's colours 117 Edit different menus 117 Restore the defaults 117 More Information 117 Edit the button caption 1. Click the 'Screen' button. 2. Left-click on the button you wish to change so that the selection marker points to it. 3. Type both lines of the button caption in the text boxes on the right hand side.
118 ePOS Office Help Edit different menus Use the box labelled 'menu shift' to select the level you wish to change. Each menu level has a separate screen. Restore the defaults The 'Defaults' button restores the function button captions to the defaults and the PLU button captions to the assigned PLU name. More Information The functionality of the buttons must be defined from the main window. Only the button colours and captions of the buttons can be changed in the 'Screen' window.
POS 9.4 119 Send In the 'Send' screen you can select information to send to selected POS terminals: 1. Click in the boxes next to the information you want to send. 2. Click in the boxes next to the terminals you want to send to. 3. Click the send button. 4. To send the time and date, click the date button. In the send option you can view a list new and amended PLUs. This is useful to review changes before sending your PLUs to the terminals. Click here 119 for more information. 9.4.
120 9.5 ePOS Office Help Enter Sales To record sales in the software instead of on the POS: 1. Select the date and time using the button. 2. Select a POS terminal. 3. Click the 'Sign on Clerk' button and select a clerk from the list. 4. To add a sale, click the '+ Sale' button, to perform a refund click the '- Refund' button. 5. Select a PLU from the list. To find a PLU, type the code in the 'Find' box. 6. Use 'Media Payment' to finalise the sale. 7.
POS 9.6 Barcodes 9.6.1 File Maintenance 121 In File Maintenance, you setup the products for barcoding. You can select if you want Price Labels, Shelf Edge Labels or both. PLUs that can be added and deleted in order to be able to print only the barcodes that you want. Click any of the icons to see a description of that option. Close Closes the current Screen Refresh Data Refreshes the Data.
122 ePOS Office Help You can change the details on this screen. Show Explorer Shows a structured layout on the left of the screen. The contents of the layout can be changed by clicking on the button. Modify Column Layout To change the current layout of the screen, click the button. The following popup screen will then show where you can select the columns you want to be visible.
POS First Record Jumps to the first record of the Product list Previous Record Jumps to the previous line of the Product list Next Record Jumps to the next line of the Product list Last Record Jumps to the last record or the Product list Find Record You can search for a barcode item by any of the following.
124 ePOS Office Help All the available products from the selected option will be listed in order to be added to the barcode list. Delete Record Deletes the current record. A warning message will pop up to confirm the deletion Accept Changes Saves the changes that has been made to the current. Cancel Changes Cancel any changes that have been made to the current record Undo Changes Will undo the last action/actions taken on the File Maintenance Screen. e.g.
POS 125 Generate Labels for PLU/Price Changes - Will create a list of all PLU(description)/Price changes that has been done since the last Batch Printing. Close Closes the application Show Properties Shows the Properties of the product. Here the number of shelf edge labels or Price Labels to be printed can be adjusted.
126 9.6.
Setup 127 10.1 Users If the system is set up to use password entry (Setup > Preferences > Basic Setup 130 ), then the users screen shows the users and their security levels at the top and an activity log at the bottom. If the system does not use password entry, then just the activity log is displayed.
128 ePOS Office Help Add a new user 1. In Setup > Preferences > Basic Setup 130 check the box that says 'Use password entry with security levels. 2. In 'Users' Select the user from the drop down box at the top. 3. Click the add button and enter a new user name and password. 4. You may now select the options to which you want the user to have access. 2Note: Preferences will not take effect until you have closed and re-opened ePOS Office.
Setup 129 10.2 Preferences 1. In the right hand column you can enter notes about your setup. 2. You can 'Export 8 ', 'E-mail top right of the screen. 9 ' and 'Print 3. Click on an option below for more details.
130 ePOS Office Help 10.2.1 Basic Setup Click on a part of the picture below for more information: House Name This is usually your business/company name. The text you enter here appears on the top of all your reports. Data Collected before this is for Previous Day This is the time before which any sales made are added to the previous day's sales. For example if a nightclub is open until 2am on Sunday morning you would want all sales made before 2am on Sunday to be entered into Saturday's figures.
Setup 131 Maximum Lines on User Log When you select to use Password Entry, a user log is created in the Setup>Users screen. This is the maximum number of lines that will be logged per user. It can be set to a minimum of 50 to maximum 250 lines. Major Groups Products/PLUs are organised into Groups, which in turn are arranged in major groups. All major groups are assumed to be drinks unless specified here. One major group can be specified as food and one major group can be specified as misc.
132 ePOS Office Help 10.2.2 Homepage What do you want to do? Choose what to display on startup 132 Set up a custom home page 132 Select reports to display on the home page 132 Choose what to display on startup 1. You can select what you want to display on the home page by default from: Reminders Suppliers Custom 82 17 Contacts Reports 30 31 19 2. In Preferences > Home page click in the circle next to your choice. If you select 'Custom', see below on how to set up. Set up a custom home page 1.
Setup 133 10.2.3 End Session Reports The Z-01, Z-06 and Z-41 Reports are the default reports that will be collected automatically from the POS. It is strongly suggested that the Z-99 be included in the default reports. Z-01 Auto Full Transaction The Z-01, auto full transaction report shows sales by major groups, groups and clerks.
134 ePOS Office Help 10.2.4 POS Security Click on a part of the picture below for more information: Maximum Lines You can set the maximum number of lines you want to store in the communications log in Tasks > End Session. The number must be between 50 and 1000. Show Transaction ID Each line of information on the POS reports has its own unique identifying number. For example major group 1 is coded 85-01. If you select this option the codes will be displayed.
Setup 135 only the administrator will be able to edit Hard PLUs. Condiments and Cooking Condiments and cooking instructions can be stored at a global, model, site or network level. For example if you select 'site' you can have different condiments and cooking instructions at each site. If you set 'Administrator only' then only the administrator will be able to edit condiments and cooking instructions. Screen and Keyboard The screen and/or keyboard layout can be stored at a model, site or network level.
136 ePOS Office Help 10.2.5 Reciepts and Tax Settings Click on a part of the picture below for more information: Initialise Receipts with PLU Sales Registered at POS The default declaration/receipts figure is the same as the media total NOT zero. Tax is Excluded from PLU Sales at POS This is for use in an add on tax system where PLU sales are exclusive of tax.
Setup 137 Tax on Receipts is calculated by: The tax on the declaration/receipts figures can be calculated by the tax on the PLU sales registered on the POS, the highest tax rate (out of tax 1, 2, 3 and 4) or a specified tax rate. The following methods of payment have been allocated to You can assign a media to each of these. For example media 12 used for staff drinks. This way you now that the media 12 total is the total value of all staff drinks.
138 ePOS Office Help 10.2.6 Headings for Transaction Totals This screen relates to the reports you design in Reports > Totals 138 . You can edit the User Legend and the User Heading. The User Legend is the description that appears in the report selection wizard. The User Heading is the heading that appears on the report. 10.2.6.1 Totals The 'Totals' screen enables you to create and view your own reports.
Setup 139 Modify an existing report 1. Click the wizard button. 2. Select 'Modify an existing report' and click 'Next'. 3. Select a report, click 'Next'. 4. Enter a new name for your report if required, click 'Next'. 5. Modify the information included on your report and click 'Next'. 6. Change the order that things display on your report using the arrows, click 'Finish'. View your reports 1. In the main screen, select your report from the drop down box. 2. Select a time period or specific date. 3.
140 ePOS Office Help 10.2.7 System Options Click on a part of the picture below for more information: Show Code and Description Filters At the bottom of the report selection screen there are filters for selecting PLUs by code and by description. This can be set to display or not display by checking and unchecking this box. Show Product Selection Screen If this box is checked the report selections screen will be displayed automatically every time you click on Reports > Sales and Reports > Stock.
Setup the journal will be adjusted to match this.
142 ePOS Office Help No Automatic Product to PLU Data Update If selected, when you add a product in Files > Product, a PLU is not automatically added. This enables you to use different PLUs in each POS network. No Automatic Product to Price Data Update If selected, when you change prices in Files > Product, the PLU prices are not automatically changed. This enables you to use different prices in each POS network.
Setup 143 Create New Stock Units The stock unit is the unit in which you count stock of the product. For example bottles, packs, gallons, kilograms etc. To add a new stock unit: 1. Click the 'Add' button. 2. Enter a name for the new stock unit. 3. Enter the equivalent quantity and type. 4. You can 'Export 8 ', 'E-mail 9 ' and 'Print 10 ' stock units. 2Note: You can't delete or edit a stock unit once it is created. Import The import option allows you to import data from other files/systems.
144 ePOS Office Help 10.2.8 Support Page This is for your reseller to enter contact information, e.g. support telephone numbers, e-mail address etc. The information entered in this page will be displayed on the home page when you click the 'Support' link. 10.2.9 Interfaces and Extra Features Click on a part of the picture below for more information: Output Journal Data to Loyalty Sends Journal Data (Z-99) to Uniwell's Loyalty System.
Setup 145 Use Coded ESF Journal Uses HEX Journal rather than the text Journal. This option requires the ESF Function enabled on the POS. Use Automatic Ordering Enables the Automatic Ordering System in Inventory>Orders Use Full Description for 22 Character PLU By default this flag will be off and this will allow the software to continue to operate as it always has done thereby not impacting on any existing customers who upgrade to this version.
146 ePOS Office Help Default Operation Under default operation (i.e. when the flag is not set) you would expect the following results. If you add a new product; If you update an existing product; PLU Length Behaviour 16 Then the PLU name is updated using the product short description. 18 Then the PLU name is updated using the product short description. 22 Then the PLU name is updated using the product short description. 32 Then the PLU name is updated using the product long description.
Setup 147 Modified Operation Under modified operation (i.e. when the flag is set) you would expect the following results. If you add a new product; If you update an existing product; PLU Length Behaviour 16 Then the PLU name is updated using the product short description. 18 Then the PLU name is updated using the product short description. 22 Then the PLU name is updated using the product long description. 32 Then the PLU name is updated using the product long description.
148 ePOS Office Help Update ECR Description on change in full description When enabled, the ECR Description will automatically be updated to the full description. If it's not selected, the description has to be changed manually. Use Automatic coding for ingredients If this option is selected, when adding new ingredients, an automatic alphanumeric code will be allocated to the Ingredient (e.g.
Setup 11 149 FAQ Reports don't display on the home page 1. Have you pulled back data from your POS terminals? 2. Have you set the reports to display in Setup > Preferences 132 ? Can't add a new group You can't add new groups. By default there are 8 major groups and 48 groups. Any groups not assigned to a major groups are marked as unused. 1. Select an unused group, change the name and assign it to a major group. 2. Make sure you click the accept button.
150 12 ePOS Office Help Glossary A Adjustment An adjustment gives a fixed percentage discount or surcharge on specified items. Assorted report An assorted report is a group of up to 5 selected reports. Taking an assorted report takes all the selected reports. B Billing system A billing system is used to store transactions either using a bill or table number. A bill is created, items are sold then the bill is stored.
Glossary 151 C Cash in drawer (CID) lift You can assign a cash in drawer (CID) limit to drawer 1 and drawer 2. When the CID figure reaches the preset limit a warning messages alerts the operator to empty the cash from the drawer. Category Categories are used for grouping PLUs together on Kitchen Printer receipts or for customer receipt presentation. Clerk Clerk is the term used for the POS operator. Clerk key Also known as a hard clerk button it is used for clerk log on.
152 ePOS Office Help D Discount A discount gives a reduction by a set amount and can act on an item or a subtotal. E F Flag A flag (system, clerk etc) is a setting that controls functionality. Each flag has 8 bits that can be set to on or off. G Group All PLUs, products, mixtures and ingredients must be linked to a group; all groups are linked to major groups. For example the PLU 'Carlsberg' in the group 'Bottled Beer' in the major group 'Drinks'. GP% The GP% is your margin.
Glossary 153 I Inventory Inventory is another word for stock, how many of an item you currently have available for sale. IRC IRC stands for Inter Register Communications. POS terminals can be linked together in an IRC system for ease of programming and reporting and to allow floating bills and clerks. IRC location POS on the same IRC network can be split up into different IRC locations, for example, Restaurant and Bar. Programming and reporting can be carried out by location.
154 ePOS Office Help L Location Location is used to describe two different things and it is important not to confuse the two. IRC location refers to the location of the POS within the IRC network. Seating location refers to the area customers are seated. This can be entered at the time of sales and printed on the kitchen printer. Logo The logo printed on the top of the receipt can be a standard text logo or a graphic logo.
Glossary 155 P Pack A pack is how you buy the PLUs. For example, you sell lager in pints but the pack you buy is a barrel. See also pack size. Pack size The pack size is how many stock units of a PLU are contained within your pack. For example, a barrel of beer containing 11 gallons. Your pack size is 11. Paid out Paid outs record an amount of money taken from the cash drawer when no customer transaction has taken place. For example, for wages or to pay a supplier.
156 ePOS Office Help Q R Reconciliation Reconciliation is a comparison of your income against your expenditure. Report security Each report on the POS can have one or more of 8 security levels against it. Each clerk is assigned a security level (number) between 0 and 8. If the security level is 0 the clerk will not have access to any reports. If the clerk has a security level between 1 and 8 they will have access to reports that have the corresponding security level assigned.
Glossary 157 U V Variance Variance is the difference between what you should have and what you actually have. For example on a stock report it would be the difference the stock you should have and what was actually counted. W Warning message Warning messages are messages that prompt the user to perform an operation or warn of a problem. X X Reports An X report gives a read out of information but doesn't delete it from the POS. 1st and 2nd level X reports are available.
Index Index -AAdd 61, 63, 72 Adding 58, 72 Adjustments 104 Assigning Function Buttons 110 Assigning/Editing Cooking Messages 110 Assigning/Editing Hard PLUs 111 Assigning/Maintaining Lookup PLUs 112 Audit 68 -BBanking 28 Basic Setup 130 Below Minimum 43 Browser 16 Button Caption 117 Buttons 6 -CCalculations 49 Calculator 49 Calculator Explained 49 Chart 12, 13, 15 Chart views 13 Charts 11, 12 Clerk 46, 47, 101, 113 Clerk Details 113 Clerk Errors Report 47 Clerk Sales Report 46 Clerk Transactions Report 4
160 ePOS Office Help Gross Sales Report Group 102, 113 Grouping 80 Groups 81, 113 37 -NNetwork -O- -H- Open 20 Operators 45 Order 58 Orders 57 Other Income 28 Overview 2 Hard PLU 111 Hard PLUs 111 Headings 138 Homepage 18, 19, 132 -IIncome 35 Income and Variances Report Ingredients 73, 74, 78 Initialise 89 Interfaces 144 Interfaces and Extra Features Internet 20 Inventory 56, 58, 60 Inventory Filter 60 -P35 144 -JJournal 88 48 -KKeyboard 109, 110, 111, 112, 113, 114, 115, 116 Keyboard Layout
Index Report 35, 38, 41, 42, 43, 47, 67 Report Calculation 49 Report Selection 26 Reports 19, 32, 33, 34, 35, 44 Reports on Homepage 19 Returns 63 -SSales 36, 44, 120 Sales Report 37, 46 Saving a Chart 15 Scheme 106 Schemes 104, 105, 106 Screen 117 Screens that use Charts 12 Selecting Data 15 Send 23, 119 Setup 126 Shortcuts 7 Site 87 Site Map 86 Stock 40, 41, 43, 44, 59 Stock Below Minimum 43 Stock Holding 41 stock period 66 Stock Transaction 59 Stock Transaction Inspector 59 Stock Units 75 Stock Value 42
