Basic POS System Setup for Typical Shop

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Introduction

Contents


Registration

Users can register an account with our posmarket.com.my to experience our BMO Point of Sales Offline System. The registration is FREE! It is very simple and straightforward as the screenshots of the registration are provided.



Installation

NOTE: Please install the following in sequence.




Initial Sync




Insert Items

You need to insert items into your POS System before you can start selling and create cash transactions. Below is a short guide on how to insert new items.


1. In order to insert new item, first you need to login to POS Client.

Illustration 1: POS Terminal login


2. In the POS Terminal, click on the Inventory button and select Inventory List.

Illustration 2: Navigation To Inventory Window


3. In the "Inventory" window, click New Item button to create new item.

Illustration 3: Create New Item


4. Fill in item details and click Save As New Item button to save the item.

Illustration 4:Save New Item


5. A message box will pop out. Click 'OK' to confirm insert new item into POS system.

Illustration 5:Confirm Insert New Item


6. Then, a message box will pop out and show that new item has been added. Click 'OK' to dismiss the message.

Illustration 6:New Item Added


7. New Item is now added into the item list.

Illustration 7:Item Added into Item List



Receive Items

1. In order to receive new item, first you need to login to POS Client.

Illustration 1: POS Terminal login


2. In the POS Terminal, click on the Inventory button and select Inventory List.

Illustration 2: Navigation To Inventory Window


3. In the "Inventory" window, select an item to receive item. Then, click on Receive button.

Illustration 3:Receive Selected Item


4. In the "Receive Item" window, insert total item received in 'Receive Qty' column. Then, click Apply button.

Illustration 4:Insert Receive Quantity


5. A message box will pop out and show that item received. Click 'OK' to dismiss the message.

Illustration 5:Item Received


6. Item quantity is now added in 'Bal' column.

Illustration 6:Item Quantity Added



Quick Receive Items

1. In order to receive new item, first you need to login to POS Client.

Illustration 1: POS Terminal login


2. In the POS Terminal, click on the Inventory button and select Inventory List.

Illustration 2: Navigation To Inventory Window


3. In "Inventory" window, select an item to perform quick receive item. Then, click on Quick Receive button.

Illustration 3:Quick Receive Item


4. In "Quick Receive Inventory" window, insert or scan an item barcode in 'MFG Code' column. Press "Enter". Item details will be shown.

Illustration 4:Insert MFG Code


5. Insert total item received under 'Receive Qty' and click Receive button.

Illustration 5:Insert Item Receive Quantity


6. A message box will pop out and show that item received. Click 'OK' to dismiss the message.

Illustration 6:Item Received


7. Item quantity is now added in 'Bal' column.

Illustration 7:Item Quantity Added



Petty Cash Setup

With the setup of petty cash, users can track their petty cash transactions. Thus, it allows you to use a cash drawer to collect money and give change to customers.




Make Sales

Users will be able to process their business sales and keeps transaction records.




Reports

You will be able to view and generate Category Sales Report, Item Sales Report,  Profit Summary Report, Daily Sales Report, Customer Sales Report,  Payment Type Sales Report,Service By Report, and Service Details Report.




Sync Daily

Sync daily is important for clients to update any changes in online and offline POS System setting, such as new transaction, adjustment for stock, items, contact and so on. By syncing daily, you will be keeping latest versions of your shop's daily operational records.

1. Login to POS Client.

Illustration 1: POS Terminal login


2. In the POS Terminal, click the 'Sync' button to update the online and offline bmo pos setting.

Illustration 2:Sync Data
Illustration 3:In the Process Sync Data

3. After the sync process is complete. A bmo message box will pop out and inform you to restart the offline bmo application. Click 'OK' to dismiss the message.

Illustration 4:Restart Offline BMO POS Application


4. Close the POS Terminal and reopen the offline bmo pos again.

Illustration 5:Close POS Terminal
Illustration 6:Close POS Client
Illustration 7:Backup data



View Reports from Mobile Phones or Tablets

Users will be able to view reports using their mobile phones by following the steps shown in the screenshots.