Getting Started with Retail Point of Sale

Installation and Setup Configuring Hardware Receipt Printer Cash Drawer Scanner Eftpos Integrating with QuickBooks Till layouts Getting Started with Retail Point of Sale

Points to Note prior to Installation Quickbooks Accounting and Retail Point of Sale must be using the same version in order to integrate Administrator must be installed on same PC as QuickBooks Networking will not work properly on Windows Home Editions Avoid Wireless Networks – cannot maintain a consistent connection to the database file You will need to reboot the PC after installing

Installation…… Single PC Install Select Administrator and Terminal option Multi-PC Install Install Administrator on Back Office computer first Install Terminal on Front Counter

Installaton Process Setup Quickbooks datafile initially – *.QBW Create the POS Database file – QBPOS.PDB Configure the POS Terminal

Launch the POS Administrator prior to setting up the Terminal Click Next…..

Creating the POS database Select the datafile either on the local PC or a Networked drive

You will be prompted immediately to transfer data

The lists are transferred from the Quickbooks datafile

Administrator opens with the Options General tab open Check the Location of your Quickbooks file Summarise Transactions option will reduce no of transactions to one per session, but will make it a little harder to find problems.

Now start up the Terminal……

Activate Terminal…..

Terminal should open to Tools > Option

The Tools > Option tabs The place to configure the functionality of Terminal Keyboard tab gives you access to functional settings

Hardware Setup It is vital that the Hardware is compatible with Retail Point of Sale Hardware settings should be copied and saved

Hardware Setup The Cash Drawer is connected to the Receipt Printer – often COM2 EFTPOS machines can be integrated and will allocated -COM1 Most Barcode Scanner are a plug and go USB connection

The Till Layout Product Number Total Keys Receipt View Current Transaction On Account Laybys Refund Discounts Quantity

Examples of different Till Layouts

End of Day – tell QuickBooks of your transactions Terminal processes an End of Day Report for posting to the QuickBooks datafile

Select Reports to Print and Reset the Sales Information Select Z-Report to finalize the day. Select X-Report for progress updates throughout the day Do not reset the Transaction Number – POS transaction Numbers are accepted by QuickBooks and need to avoid duplication of document numbers.

On the Administrator click on the Post icon

Finds transactions to post The End of Day file is stored in the same directory as the QBPOS.PDB file. This is where the Administrator looks for the file. The End of Day file has this structure: QBpst – comp name - ddmmyy – hhmmss pos Administrator counts the number of *-001.pos files it finds.

After updating QuickBooks, tell POS of the changes…..

POS is now updated with the latest information Do an End Of Day and a Transfer daily. Transfer data whenever there is a relevant update to the QuickBooks datafile – particularly for Stock levels and price changes.

Troubleshooting Reckon Point of Sale Minimise in Administrator windows Symbols in Memos will cause errors in posting Quickbooks pdf Converter can interfere with COM port settings Copy till layouts as these cannot be recovered if PDB file becomes corrupt Copy of Retail POS Upgrade checklist

Questions?