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

Currency Setup

  • It is where the user can set up currencies.

Currency List

  • This refers to a compilation or enumeration of various currencies used globally. Each country typically has its own currency, and a currency list would include the names and symbols of these currencies. For example, the list might include the US Dollar (USD), Euro (EUR), Japanese Yen (JPY), British Pound (GBP), etc.
  • Shows the list of all added currency.
  • Delete button will proceed to deleting unlocked currency record details.
  • The Edit button will proceed to updating currency details.
  • Add button will proceed to adding a new currency.
  • Close button will proceed to closing the currency list page.

Currency Detail

  • Refers to the type of money used in a particular transaction. It could be the local currency of the country or region where the POS system is operating. For example, if you’re in the United States, the currency would typically be the U.S. Dollar (USD). If you’re in Europe, it might be the Euro (EUR), and so on.

  • Assumption: Add button is already clicked on the upper right corner in the Currency list.
  • Fill up all the necessary information like:
  • Currency Alias, Currency Name and Currency Sign.
  • Make sure that the currency sign for Philippine Peso must be the Peso sign “₱“ and not the letter “P”.
  • Click the Save button to add currency

EASYPOS – ACTIVITY

Activity – POS Barcode

  • POS Barcode is used mostly in the groceries and convenience stores.

User Interface

Barcode Sales List

  • Shows the list of all barcode sales transaction lists.
  • The Tender button will proceed to tender sales that are not yet tendered.
  • The Reprint button will proceed to reprint the Official Receipt(OR) for tendered sales.
  • The Cancel button will proceed to cancel the tender item. It will print a canceled receipt.
  • The Sales button will proceed to adding line items.
  • The Edit button will proceed to editing sales.
  • The Clock icon will appear proceed to Attendance feature
  • The Delete button will proceed to deleting sales. Make sure that the sale(s) is unlocked.

Attendance Feature

  • Click the Clock icon to proceed in the attendance form
  • Input the user card number
  • The Clock-in button is for the start of shift
  • The Break-out button is for the start of break
  • The Break-in button is for the end of break
  • The Clock-out button is for the end of shift

Barcode Sales Detail

  • There are three(3) ways on how to add sales line item(s),
  • By scanning the item barcode. Scan the item barcode
  • If the Barcode Quantity Always One feature is enable or check in the settings, it automatically add sales line item

  • If it is unchecked, the sales item form will appear to allow you to edit the quantity.

  • By inputting the barcode. Fill out the empty field with the correct item barcode then hit Enter from your keyboard. Matched item(s) will automatically be added to the sales line item.
  • After the item is successfully added to the sales line item, click the Edit button beside the item to edit the line item detail.
  • Provide the required information for line item detail such as:
  • Quantity
  • Discount
  • Save button will proceed to saving the line item.
  • Close button will proceed to closing the line item detail.
  • Users can add more items by repeating the same process via barcode.

  • By the Search Item button, when clicked, a list of items is displayed. To add the item to the current sales, click the Pick button.
  • When the Pick button is clicked, the Sales Line Item will automatically display.
  • Sales Line item shows the details of the selected item and the current user must specify the quantity of the item, and then save. Once saved, it will be added to the current Sales and be redirected to Search Item form.
  • Users can add more items by repeating the same process. Just close the Search Item form when done adding line items.

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