Item Category

• In the context of a Point of Sale (POS) system or inventory management, an “item category” is a way of grouping or classifying products based on certain shared characteristics or attributes. Organizing items into categories helps businesses manage their inventory more efficiently and aids in the sales process.

• Shows the list of all added Item Categories.
• Delete button will proceed to deleting item category details.
• Edit button will proceed to updating item category details.
• Close button will proceed to closing the system table module.

• Assumption: Add button is already clicked on the upper right corner in the system tables.
• Fill up all the necessary information like:

• Category

• Click the Save button to save item category details.

Card Type

• “Card type” in the context of payments typically refers to the different types of payment cards that customers can use to make transactions.

• Shows the list of all added card types.
• The Delete button will proceed to deleting card type details.
• Edit button will proceed to updating card type details.
• Close button will proceed to closing the system table module.

• Assumption: Add button is already clicked on the upper right corner in the system tables.
• Fill up all the necessary information like:

• Pay Type and Card Type

• Click the Save button to save card type details.

Bank

• May refer to the financial institution that processes electronic payments made through the POS system. This is particularly relevant for credit card and debit card transactions.

• Shows the list of all added banks.
• Delete button will proceed to deleting bank details.
• The Edit button will proceed to updating bank details.
• Close button will proceed to closing the system table module.

• Assumption: Add button is already clicked on the upper right corner in the system tables.
• Fill up all the necessary information like:

• Bank

• Click the Save button to save bank details.

System – Utilities

• Utilities is where users can use the EasyPOS utilities such as barcode printing, truncate transactions, etc.

Audit Trail

• Many systems have audit trails or logs that record various activities, including user logins. These logs can be useful for tracking who accessed the system, what actions were performed, and when.

• Click the CSV button to generate a csv file format of audit trails.
• Close button will proceed to closing the system utilities module.

• Date – When the activity was done
• User – User who was log-in that day
• Module – What module that was access or edited
• Action Taken – actions were performed
• Old Value – Previous or initial value of a variable
• New Value – New value of a variable

Barcode Printing

• Refers to the process of producing physical representations of barcodes on labels, tags, or other surfaces. Barcodes are machine-readable codes that consist of a series of parallel lines and spaces of varying widths. These codes are used to uniquely identify products, items, or entities and are widely employed in retail, logistics, manufacturing, healthcare, and various other industries.
• Barcode printing is where the user can print barcode of the items

• Click the Pick button to select an item.
• Input the quantity of the barcode to be printed.
• Click the Print button to print the barcodes.

• Code – A unique identifier, assigned to each finished/manufactured product which is ready, to be marketed or for sale
• Description – It provides information and details of your product
• Barcode – A machine-readable representation of numerals and characters
• Unit – Refer to the definition or explanation of a particular unit of measurement, including its dimensions and significance.
• Category – meant to classify and describe the different types of products
• Alias – Additional name or description of you product
• Price – the amount of money required to purchase a product that a person sometimes uses.
• I (inventoriable or non-inventoriable) – if the items being sold is inventoriable (with check) or non-inventoriable (without check)
• L (Lock or Unlock): Locking an item means that particular part of your items can’t be edited while it is locked. You can easily unlock items that you need to edit and lock them back up when you’re done. Lock (with check) and unlock (without check)

Upload Item

• It is another way to upload items and update item prices.

• Import Item

• Click Export button to generate csv file format
• Click Open button to select the file after inputting necessary information of the item
• Click Import button to import the file

• Update Item Price

• Click Export button to generate csv file format
• Click Open button to select the file after inputting the updated price
• Click Update button to upload the file

Upload Customer

• It is another way to add a list of customers.

• Click Export button to generate csv file format
• Click Open button to select the file after inputting necessary information of the customers
• Click Import button to import the file

Truncate

• The term “truncate” typically refers to a command that removes all the rows from a table, effectively resetting the table to an empty state. The action is often known as “truncating a table.” It is important to note that the “truncate” operation is different from the “delete” operation in a database.
• Deleting all transactions including stock in, stock out, cash in/out, etc.

• Click the Truncate button to delete all transactions.