Search User Manual

INTRODUCTION

Overview

Hardware Specifications

Who Should Use This Manual?

GETTING STARTED

Login Page

System Menu Page

SETTING UP

Item Setup

Item List

Item Detail

Item List Price

Item Component List

Item Package List

Save/Lock

Discount Setup

Discounting List

Discounting Detail

Customer Setup

Customer List

Customer Detail

User Setup

User List

User Detail

Currency Setup

Currency List

Currency Detail

EASYPOS - ACTIVITY

Activity - POS Barcode

User Interface

Barcode Sales List

Attendance Feature

Barcode Sales Detail

Barcode Sales Detail - Relevant Buttons

❖ Price Checker

❖ Currency

❖ Lock

❖ Print

❖ Unlock

❖ Return

❖ Discount

❖ Override

❖ POS Hamburger Menu and Keyboard

Barcode Sales Detail - Tender

Activity - POS Touch

POS Touch Buttons

POS Touch Sales List

POS Touch Sales Detail

Applying Discount

POS Touch Sales - Tender

POS Touch Sales - Service Charge

POS Touch Sales - Gift Certificates

Activity - POS Quick Service

User Interface

POS Quick Service Definition of Buttons

POS Quick Service Sales List

POS Quick Service Sales Detail

POS Quick Service - Tender

Canceled Transaction

Exchange Rate

Exchange Rate List

Exchange Rate Detail

Official Receipt

Dine-In : Bill Out Number

Take-Out : Sales Number

Canceled Transaction

Order Slip / Kitchen Print Out

CASH IN & CASH OUT

Cash In & Out Page

Cash In & Out Page

Cash In & Out Detail

INVENTORY

Stock In

Stock In List

Stock In Detail

Stock Out

Stock Out List

Stock Out Detail

Stock Count

Stock Count List

Stock Count Detail

REPORTS

Inventory Report

Inventory Report

Item List Report

Stock Card Report

Stock In Detail Report

Stock Out Detail Report

Stock Count Detail Report

Item Expiry Report

Sales Report

Sales Summary Report

Sales Detail Report

Sales Return Detail Report

Discount Sales Detail Report

Collection Summary Report

Collection Detail Report

Canceled Summary Report

Stock Withdrawal Report

Sales Summary Reward Report

Net Sales Summary Report - Monthly

Net Sales Summary Report - Daily

Top Selling Item Report

Hourly Top Selling Sales Report

Customer List Report

Unsold Item Report

Cost Of Sales Report

Customer Advances Report

Accounts Receivable

Statement of Account

POS Report

Z Reading Report

X Reading Report

Remittance Report

Remittance Report

Cash In/Out Summary Report

Additional Report

Sales By Terminal

POS Sales Summary

POS Detailed Report

Daily Sales Summary

Sales Per Item Category

Sales Per Payment

Sales Per Payment Detail

Summary Sales Per Employee

Item Sold

80 mm Hourly Sales Report’

Hourly Gross Sales Report

Hourly Net Sales Report

80 mm Product Mix Report

PMix Category Report

PMix Employee Report

Sales Summary 80 mm

Sales Summary Back Office Report

Sales Per Pax

80 mm Sales Per Payment Summary Report

Attendance Report

80 mm DTR Report

DTR Detail Report

SYSTEM

System Tables

Accounts

Pay Type

Tax

Unit

Period

Terminal

Supplier

Form

Item Category

Card Type

Bank

System - Utilities

Audit Trail

Barcode Printing

Upload Item

Upload Customer

Truncate

SETTINGS

Settings

Company Information

POS Information

BIR Settings

Easypay Settings

EasyFS Integration

Automatic Integration

Printer Settings

Customer Display

Printer Setup

Mega World Setup

Robinsons Setup

Lipad Setup

SM Setup

All Payment Setup

MCIAA Setup

Mitsukoshi Setup

SM Coin Setup

RESTAURANT

Table Group

Table Group List

Table Group Details

Item Group

Item Group Details

Kitchen Display

Dispatch Station

SETTINGS

Settings

  • Settings is where users can manage the functions of  EasyPOS such as enabling/disabling the EasyPOS features, Easy series integrations, printer setup, etc.

Company Information

  • It is where the user can set up their company information

  • Fill up the necessary information like:
    • Company name, Address, Contact number and upload image
  • Click Lock to save the details.
  • Click Unlock to edit the details
  • Close button will proceed to closing the system table module.

POS Information

  • It is where the user can set the information and set up their POS.
  • Fill up the necessary information like:
    • Base Currency, Tenant Of, etc
  • Tender Print
    • Allow the user to enable or disable the print receipt
  • Barcode Quantity Always One
    • When this feature is enabled, the user cannot edit the quantity of the item after scanning the barcode.
  • Allow Negative Inventory
    • The user is allowed to make a transaction when there is zero inventory of the item.
  • Activate Audit Trail
    • Activities and logs of the user will display in the Audit Trail in the Utilities module when it is enabled.
  • Prompt Login Sales
    • It can be used by the teller or order taker.
  • Swipe Login
    • Allow the user to login using a swipe card and a card number.
  • Date Login
    • Allow the user to set the date manually in login.
  • Hide Sales Amount
    • When it is enabled, the sales amount will be hidden in the POS barcode.
  • Disable Stock-in Price and Cost
    • When adding a stock-in, the price and cost of the item are disabled and not editable.
  • Hide Touch Sales Item Detail
    • It is use to hide sales item detail in POS Touch
  • Hide Item List Barcode
    • The barcode of the items will be hidden in the item list.
  • Hide Item List Item Code
    • The item code of the items will be hidden in the item list.
  • Auto Sales Upon Locking
    • When it is enabled, it will automatically create new sales upon locking the transaction.
  • Show Customer Information in OR
    • The customer information will display in the OR when it is enabled.
  • Enable Edit Price
    • The user is allowed to edit the price when creating a transaction
  • Auto Tender Printer Ready Yes or No
    • Disable the prompt message for printer ready yes or no.
  • Show Add Service Charge
    • Allow the user to add service charge in POS Touch and Quick service.
  • Allow Tender Zero
    • Allow the user to tender zero transactions.
  • Enable DTR Feature
    • It is used to monitor the attendance of the employees. The employees can clock in/out and break in/out.
  • Disable Sales Date
    • Sales date is disable and the user is not allowed to select date in sales
  • Exclude Zero Prices (Sales Report)
    • The item that has a zero(0) price is not included in the sales report
  • Auto Start Integration
    • Automatically start the integration like EasyFS.
  • Allow Z Reading with Open Sales
    • Allow the user to view or print z reading report with an open sales
  • Hide Other Details on POS Retail
    • When this feature is enabled, it will only display the item description, quantity, price, discount and amount in sales detail.
  • With Easy Restaurant
    • It is applicable for easy pos with easy restaurant setup
  • Prompt Previous EOD Error
    • Enable the EOD feature
    • It is a prompt message error for the previous EOD.
  • Quick Service Auto Print SO
    • It can print order slips in the quick service when it is enabled.
  • Enable Sticker Printing Process
    • Allow the user to print sticker
  • 5 Digit Decimal Places in Qty
    • Allow the user to input 5 decimal places in quantity fields
  • Enable Print on POS Touch
    • Enable the print button in POS touch sales detail
  • Service Charge is vatable
    • Allow the user to add service charge for company’s other income
  • Enable Background Process
    • If it is check, it will skip the inventory process every transaction

BIR Settings

  • It is where the user can set up their BIR credentials and receipt documentation.

Easypay Settings

  • This is for the easypay integration where the user will set up the URL, username, password and card no.

EasyFS Integration

  • This is for EasyFS integration where it is a connection and integration between the EasyFS and EasyPOS products.
  • We cannot connect more than two EasyPOS with EasyFS.
  • Set up the following in the database (use sql server):
    • Domain(ex: https://easyfs-perrochikoph.hi-api.io )
    • Branch Code(ex: 0000000001)
    • User Code(ex: admin)
  • Select date for integration
  • Click Start button to start the integration
  • Click Stop button to stop integration
  • Don’t shutdown the POS system with integration until synchronization is done

Note: For integration of masterlists like Items, Customers and Suppliers, you need to set the correct date of when it was added/updated in the EasyFS system before switching the integration on.

Updating the BARCODE and UNIT in the easyFS system will cause duplication of items in EasyPOS which will cause a discrepancy of inventories between two systems. To avoid this kind of issue(s), you should add a new entry for the updated barcode(s) and unit(s).

And as for the stock in, stockout and stock transfer transactions, you need to set the date of the integrator in EasyPOS to the date that was set in every “IN Date” for stock in, “OT Date” for Stockout and “ST Date” for stock transfer transactions.


Automatic Integration

  • If you want to Automatically start the integration go to
    • Settings → POS Information
    • Click on the Auto Start Integration Check Box

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