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Introduction to Computerized Point-of-sale (POS) Workforce Training W. Mike Tyler.

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Presentation on theme: "Introduction to Computerized Point-of-sale (POS) Workforce Training W. Mike Tyler."— Presentation transcript:

1 Introduction to Computerized Point-of-sale (POS) Workforce Training W. Mike Tyler

2 2 Introduction to Computerized POS Definition of POS History of POS Types of POS Benefits of POS Is a POS System for you? Components of a POS

3 3 Definition of POS Point Of Sale. The physical location at which goods are sold to customers Point Of Sale. The physical location of a transaction but usually refers to any device or system used to record the transaction for the retailer. CPOS: A computer-based POS which employs software to implement the POS functionality

4 4 History of POS 1981 First Restaurant POS 1979 A POS scanning system was developed The first electronic cash register (NCR) The first POS terminal (NCR) NCR founded in the U.S The cash register was invented by James Ritty. Computerized POS development is tied to development of computers.

5 5 POS SystemCash Register Inventory Control YesNo Invoicing and Receiving YesNo Interfacing with Accounting YesNo Reports YesZ-Out Enforced accuracy YesNo Integrated CC handling YesLimited General Ledger YesNo Accounts Payable YesNo Accounts Receivable YesNo Preferred by tax consultants YesNo Benefits of POS

6 6 Your accounting tools Accounting Software program Pencil and ledger book Your Computer Literacy Home computer, user, Shop online Installed software Dont use one, Bill Gates? Business disciplineAspire to do it the right way. A maverick, free thinker, hate rules How big is your business? Use tax consultantDo your own taxes. Inventory?YesNo Is a POS system for you?

7 7 POS Components Hardware Computer Hardware POS Hardware Communications Hardware Software Computer Software POS Software Communications Software Accounting Software

8 8 POS: Computer Hardware Basic Personal Computer Computer Monitor Keyboard Mouse CDROM –R/W MODEM / LAN-DSL Backup Device UPS Integrated POS System

9 9 POS: Computer Hardware Mainframe & terminals Desktop Computers & Servers

10 10 POS: Computer Software Operating System DOS- Relic software but stable Windows 98- Legacy / reliable? WindowsXP- Stability / Current MAC- Minority player UNIX- Minority player Linux- Minority - growing

11 11 POS Software: POS software gives the POS system its POS functionality. User Interface Inventory Reports Invoicing Receivables Accounts Payable Credit Card Payments More

12 12 POS Communications Hardware Modem DSL Modem LAN hardware (Ethernet) Wiring / Wireless Modern PCs have built-in LAN H/W

13 13 POS: Communications Software Networking (Included with modern O/Ss) An issue when dealing with non-Windows or legacy (DOS) solutions

14 14 POS: Accounting Software Windows-based POS Accounting Software ACCPAC Advantage Discovery Series BusinessVision 32 BusinessWorks Gold ePeachtree MYOB Plus for Windows (MYOB Software) Oracle Small Business Suite One-Write Plus Peachtree Complete Accounting QuickBooks Online QuickBooks Pro Simply Accounting Small Business Manager

15 15 POS Hardware Display / Touch screen Cash Drawer Receipt Printer Bar code scanner (fixed, attached, portable) Label / Report printer Mag stripe reader POS Keyboard Check reader / printer Scales PDA Pole Display Signature Pads More...

16 16 POS Display Consider Flat Panel

17 17 POS: Cash Drawer Two types of Drawers Receipt Printer I/F Computer I/F Removable trays Media slots Key locks

18 18 POS: Receipt Printer Three Types Dot Matrix Thermal InkJet B/W Limited Color Separate unit Integrated with other device

19 19 POS: Barcode scanner LED CCD Laser Fixed Attached Portable

20 20 POS: Typical Configuration Connect cable between cash drawer and receipt printer. Note that ends are NOT the same. Connect printer interface cable to LPT1 Mag stripe reader Plug keyboard into Y cable. Plug other connector into keyboard port on computer

21 21 POS: Barcode Scanners Cost Ease of use LASER CCD LED

22 22 POS: Label / Report Printer Two Choices Dedicated label printer Standard computer printer w/Label software

23 23 POS: Label / Report Printer Label PrinterPC Printer Label Speed FastSlow Label Volume HighLow volume Quality Very goodDot matrix No Inkjet Poor Laser Good Reports LimitedVery good Cost$500+$100+

24 24 POS: Mag Stripe Reader Replaces the Retail Terminal Uses software to perform functions Usually connects to keyboard and barcode scanner

25 25 POS: Mag Stripe Reader Track 1Track 2Track 3 Normally encodes the cardholders name, card number and card expire date. Also contains the cardholders card number and expire date. This provides data redundancy on the card. Normally not used

26 26 POS: keyboard A POS keyboard more closely resembles a cash register key layout and usually has programmable keys. Some have integrated card swipes.

27 27 POS: Portable Data Assistant (PDA) Portable data collection Inventory Audits Remote data entry Restaurants and lounges Lumber yards Remote inventory Wireless Docking station Cable connected

28 28 POS: Scales Serial Port I/F to your PC POS Calculates total Desktop units / Built-in units

29 29 POS: Check Reader / Printer Magnetic ink character recognition (MICR) Requires POS Software support Requires bank / online authorization service

30 30 POS: Slip Printer Ideal for printing Company branded slips and forms. Record keeping Warranty info, layaway receipts Restaurants, Gas stations, Retail stores Combo receipt / slip printers available

31 31 POS: Pole Display Item and price information Customer comfort Display Advertising Serial Port I/F (RS-232) Characters per line / number of lines LED, Plasma Character sets (Chinese?)

32 32 POS: Signature Pads Electronic receipt storage Simultaneous on-screen signature verification Some have integrated credit card swipe Eliminates chargebacks from lost receipts

33 33 POS: Other Peripherals Kitchen displays GPS terminals (Delivery vans, golf carts..) RFID tracking devices Badge scanners Movie ticket printers

34 34 POS: Summary POS functionality defined by the Software Wide variety of POS products defined by the businesss needs POS is about the process, not the hardware and software A good POS will change the way you run your business

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