Transcription

Business Software Solutions Inc.Touch POSOperations Manual

Copyright 1988-2012TX 452-33474/166506All rights reserved. No portion of this book may be used or reproduced in any form without the writtenpermission of BSS except in the case of brief quotations. Additional manuals may be purchased for 19.95 shipping & handling. This book is sold as is, without a warranty of any kind, either express orimplied, respecting the contents of this book, including but not limited to implied warranties for thebook's quality, performance, merchantability, or fitness. Neither Business Software Solutions Inc. nor itsdealers or distributors will be liable to the purchaser or any other person or entity with respect to anyliability, loss, or damage caused or alleged to be caused directly or indirectly by this book. BusinessSoftware Solutions reserves the right to revise this publication and to make changes in the contentshereof without obligation to notify any person of such revisions or changes.Business Software Solutions, Inc.334 North Marshall Way Suite HLayton, Utah 84041801-336-3303 Fax 801-336-3313TrademarksIBM PC, IBM PC-AT, IBM PC-XT, and PC-DOS are trademarks of International Business Corporation. Thesoftware that accompanies this document was compiled by using software which is copyrighted byMicrosoft FoxPro Inc. All product names mentioned in this manual and not listed above are theregistered trademarks of their respective companies.General InformationCustomer Support:Any support package purchased by the end user from BSS for ‘BPA Professional’ is for the software only.All network and hardware support will be billed at BSS’s standard support rates. Technical phonesupport is charged by the minute with a minimum and a maximum incident charge. Telephone supportis 3.00 per minute, minimum 30.00 per incident.i

License AgreementI. DefinitionsA."BSS" shall mean Business Software Solutions Inc., Layton, Utah 84041B."CUSTOMER" shall mean the original company or individual who purchased this software.C."COMPUTER" shall mean the single computer on which this program is used.D."LICENSE" shall mean this agreement and the rights and obligations created hereunder by theUnited States Copyright Law and Utah Law.E."PROGRAM" shall mean the software supplied in this package.II. Transfer and ReproductionTHE CUSTOMER agrees to take all reasonable steps and to exercise due diligence to protect alldocumentation provided in this package by BSS from unauthorized reproduction, publication ordistribution. The customer is given the right to transfer a copy of the PROGRAM diskettes to a thirdparty for evaluation only. Evaluation shall be defined as use of the PROGRAM for a period not to exceed10 days. If such a transfer is made, the CUSTOMER agrees to insure BSS that after the evaluation periodthe transferred BSS PROGRAM diskettes will be either purchased or destroyed.III. LicenseBSS grants to the CUSTOMER the right to use this copy of the PROGRAM on a single computer or singlenetwork at a single location as long as the CUSTOMER complies with the terms of this LICENSE. ThisLICENSE allows the CUSTOMER to install the PROGRAM on a single computer regardless of where thecomputer was purchased. This LICENSE allows the CUSTOMER to use the program on additionalcomputers in a single network under the following conditions:A.The CUSTOMER can install the PROGRAM with no additional licensing fees on additionalnetworked computer stations if those stations were purchased from BSS. “Computer station” refers tothe computer and relevant peripherals for use with the PROGRAM (e.g. Touch Screen Monitors, ReceiptPrinters, Magnetic Card Readers, Barcode Scanners, etc.)B.BSS requires the CUSTOMER to pay a terminal fee for each networked computer station whichthe CUSTOMER does not purchase from BSS and adds to the network for the purpose of running thePROGRAM.When the PROGRAM is included with a system purchased from BSS, the CUSTOMER is required to paythe terminal fee for any additional computers the PROGRAM is installed on which are not purchasedfrom BSS.ii

Transfer of this LICENSE is subject to a license transfer fee. BSS reserves the right to terminate thisLICENSE if the CUSTOMER violates any provisions thereof and, in the event of such termination, theCUSTOMER agrees to return the PROGRAM and all documentation to BSS. The PROGRAM is the soleownership of BSS. In the event the CUSTOMER uses the PROGRAM simultaneously on more than onecomputer or one network, the CUSTOMER agrees to request from BSS and to pay for licenses foradditional user copies. A sealed copy of the PROGRAM is supplied with the documentation. By the act ofopening the package within which the PROGRAM diskette(s) is (are) sealed, or installing the PROGRAMon a computer, the CUSTOMER subscribes to and agrees to the terms of this licensing agreement.The CUSTOMER shall be required to pay all support fees arising from per incident support or monthlysupport and licensing in a timely manner to maintain their right to use the SOFTWARE. Periodically theSOFTWARE may require a licensing key to be entered which must be acquired from BSS. The CUSTOMERwill not be granted a licensing key unless they are current on licensing and support fees.IV. Limited WarrantyThe PROGRAM is sold "AS IS" without a warranty as to performance, merchantability, or fitness for aparticular purpose. BSS warrants the storage media on which the PROGRAM is supplied to theCUSTOMER to be free from defects in materials and faulty workmanship under normal use for a periodof ninety (30) days from the date of purchase. In addition, BSS warrants the software to be free ofsignificant errors that make it unusable for ninety (30) days from the date of purchase. In the event sucherrors are found, BSS will attempt to correct them, or to help the CUSTOMER avoid them, with effortsBSS believes are suitable to the problem or, at BSS's option, authorize a refund of the license fee.The CUSTOMER's sole and exclusive remedy in the event of a defect is expressly limited to the aboveprovisions. BSS makes no other warranty, express or implied, to the CUSTOMER or any other entity orperson. The CUSTOMER agrees that BSS will not be liable for loss of time, loss of data, loss of profits orrevenue, loss of use of the software, or any other losses whatsoever. Some states do not allow theexclusion or limitation of incidental or consequential damages, so the above limitations might not applyto you. This warranty gives you specific legal rights, and you may also have other rights which vary fromstate to state. The CUSTOMER and BSS agree that the PROGRAM is not intended as "Consumer Goods"under state or federal laws.V. MiscellaneousBSS maintains a policy of ongoing updates and product improvement. Provided the CUSTOMER hassupplied accurate contact information, BSS shall provide the CUSTOMER with either copies of updatedmaterial or notification of availability and price schedules where appropriate. The PROGRAMspecifications and features are subject to change without notice.iii

This agreement shall represent the only agreement between the CUSTOMER and BSS and it may not bemodified by the representations of anyone unless a written amendment has been signed by a corporateofficer of Business Software Solutions Inc.Any use, duplication or disclosure by the U.S. Government of the computer software and documentationin the package shall be subject to the restricted rights under DEARS 52.227-7013 applicable tocommercial computer software.iv

Table of Contents1Introduction. 31.11.21.31.42Scope of Document . 3Hardware Requirements . 3Install Windows Software . 4Network Setup . 4Getting Started . 72.12.22.3Initial System Startup . 7Defining Employees . 7Creating Your Sales Menu . 82.3.12.3.22.3.32.42.52.62.73Adding Product Information to Your System .8Changing Menu Tab Names .9Adding Buttons To Your Sales Menu .11Adding Sales Tax. 12Clocking In and Out of the Time Clock . 12How to Create an Order . 13How to Close a Sale . 14Manager Functions . 193.13.23.33.4Define Menu Items . 19Define Products. 21Assign Menu Names. 27Misc Definitions . .93.103.113.123.13Touch Point of Sale .28Receipt Printing Options .30Point of Sale Devices .30Manager Options .31Password Options .32Customer Sales .33Business System Options .35Define Employees . 38Schedule Employees . 42Approve Cashier Clock Out . 42Assign Employee Card Numbers . 42Reopen Closed POS Sale . 42Record Shrinkage and Waste . 42Product Manufacturing . 43Remove Closed Sale . 43POS Reports . 3.13.93.13.103.13.11Summary Sales Report .44Product Cost Report .44Pre-Post Sales Report .44Sales By Product Type And Hour .45Daily Sales And Labor Report .45Security Event Reports .45Cost Margin Report .46Sales Margin Report .46Monthly Sales Report .46Yearly Sales Report .46Product Activity Report .46v

13.263.13.273.14POS Inventory . 3.153.164Product Information Report .46Product Aging Report .46Average Stock Usage Report .46Profit Ranking Report .46Food Waste Report .47Active Cash Drawer Report .47Cash Drawer Close Report .47Active Gift Card Report .47Redeemed Gift Card Report .47Reprint Posting Report .47Product Sales Work Sheet .47Summary Sales Report by Product Type .48Cash Drawer Payout Report .48Summary Sales By Cash Drawer Report .48Sales By Payment Type .48Loyalty Credit Report .48Print Inventory Cycle Count Report .49Enter Cycle Count Adjustments .49Print Inventory Discrepancy Report .49Post Inventory Cycle Count Changes .49Print Perpetual Vs Periodic Inventory Discrepancies Report .50Manual Inventory Adjustment .50View Manual Changes To Inventory .50Print Daily Inventory Snap Shot Report .50Customer Loyalty . 50Manual Entry Of Daily Sales . 51Touch POS Sales. .154.164.174.184.19Entering Touch POS Sales . 55Green Keypad. 55Check Button . 56In Store Credit Button . 56Card Button . 56Debit Card Button . 56Check # Button . 56Gift Card Button . 56EBT Payment Button . 57Cash Button . 57Pick Button .