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Contents ..................................................................................................... 8
................................................................................................................. 9
Our Core Values: ............................................................................................................................................................................ 9
General: ............................................................................................................................................................................................. 9
Inventory Control and Management: ................................................................................................................................... 10
Point of Sale: .................................................................................................................................................................................. 11
Customer Relationship Management (CRM): .................................................................................................................... 12
Vendor management: ................................................................................................................................................................. 13
Purchases Management: ........................................................................................................................................................... 13
Customer Loyalty: ....................................................................................................................................................................... 14
Employees/Users Management: ............................................................................................................................................ 14
Taxes Management: .................................................................................................................................................................... 14
Orders Management: .................................................................................................................................................................. 15
Accounts Management: ............................................................................................................................................................. 15
Expenses Management: ............................................................................................................................................................. 16
History/Logs: ................................................................................................................................................................................ 16
Reports: ........................................................................................................................................................................................... 17
Supported Hardware: ................................................................................................................................................................ 18
Multi Store features: ................................................................................................................................................................... 19
Security: .......................................................................................................................................................................................... 19
...................................................................................................................................... 21
For Server: ...................................................................................................................................................................................... 21
For Client: ....................................................................................................................................................................................... 21
....................................................................................................................................... 22
Operating Systems Supported: ............................................................................................................................................... 22
Required Software: ..................................................................................................................................................................... 22
............................................................................................................................................................................ 23
Before Installation: ..................................................................................................................................................................... 23
How to Install TradeMeters POS: ........................................................................................................................................... 23
............................................................................................................................................................................................................ 28
........................................................................................................................... 29
3
First Time Launching the TradeMeters POS Software: .................................................................................................. 29
Launching TradeMeters POS on a “Single” System: ..................................................................................................... 29
............................................................................................................................................. 32
What is a Server System? .......................................................................................................................................................... 32
Running TradeMeters POS Server: ....................................................................................................................................... 32
Running TradeMeters POS Client: ......................................................................................................................................... 34
“Open Offline” .............................................................................................................................................................. 35
Data Migration: ............................................................................................................................................................................. 37
........................................................................................................................... 39
..................................................................................................................................................................................... 39
Overview: ....................................................................................................................................................................................... 39
Edit Settings .................................................................................................................................................................. 40
Receipt Print Settings .................................................................................................................................................... 40
Email Settings ................................................................................................................................................................ 42
Change Password .......................................................................................................................................................... 43
Change Theme .............................................................................................................................................................. 43
New Backup .................................................................................................................................................................. 46
Update Backup” ............................................................................................................................................................ 46
Restore Backup ............................................................................................................................................................. 46
Delete Business ............................................................................................................................................................. 47
Help ............................................................................................................................................................................... 47
On Screen Keyboard ...................................................................................................................................................... 47
Store Management ....................................................................................................................................................... 48
Employee Management: ............................................................................................................................................................ 53
Timesheet ....................................................................................................................................................................................... 54
...................................................................................................................................................................................... 55
Overview: ....................................................................................................................................................................................... 55
1- "Add" ......................................................................................................................................................................... 55
1.1- "Item number" ....................................................................................................................................................... 56
1.2- "Name"................................................................................................................................................................... 56
1.3- “Type” .................................................................................................................................................................... 56
1.4- "Category" .............................................................................................................................................................. 56
1.5- "Cost Price" ............................................................................................................................................................ 57
1.6- "Retail Price" .......................................................................................................................................................... 57
4
1.7- "Fixed Markup" ...................................................................................................................................................... 57
1.8- “Discount” .............................................................................................................................................................. 57
1.9- "Quantity" .............................................................................................................................................................. 57
1.10- "Reorder Limit" .................................................................................................................................................... 57
1.11- "Tax" ..................................................................................................................................................................... 57
1.12- "Edit Custom Field" .............................................................................................................................................. 57
1.13- "Barcodes" ........................................................................................................................................................... 58
1.15- "Description/ Notes" ............................................................................................................................................ 58
1.16- “Add an image” .................................................................................................................................................... 58
2- "Edit Item" ................................................................................................................................................................ 59
3- "Delete Item" ............................................................................................................................................................ 59
4- Stock adjustments "Add Stock""Remove Stock" ...................................................................................................... 59
6- "Export" ..................................................................................................................................................................... 62
7- "Import" .................................................................................................................................................................... 62
8- “Search Product” ...................................................................................................................................................... 62
Sell or Purchase directly from your Inventory .............................................................................................................. 62
.............................................................................................................................................................................. 65
Overview: ....................................................................................................................................................................................... 65
1- Input Items in Purchase Invoice Screen .................................................................................................................... 65
2- Purchase Invoice Toolbar Functions ......................................................................................................................... 65
...................................................................................................................................................................................... 66
Overview: ....................................................................................................................................................................................... 66
1- Input Items in Sale Invoice Screen ............................................................................................................................ 66
1.1- Using Barcode Reader ............................................................................................................................................ 67
1.2- Input Manually ....................................................................................................................................................... 67
Credit Card Integration: ........................................................................................................................................................... 69
2- Sale Invoice Toolbar Functions ................................................................................................................................. 69
"Clear" ........................................................................................................................................................................... 70
"Load" ............................................................................................................................................................................ 70
"Save" ............................................................................................................................................................................ 70
“Return” ........................................................................................................................................................................ 70
“Old Invoice” ................................................................................................................................................................. 70
“Discount & Tax” ........................................................................................................................................................... 70
“Export to Word” .......................................................................................................................................................... 71
5
“Print” ........................................................................................................................................................................... 71
“Full Screen” .................................................................................................................................................................. 71
“Cash Drawer” ............................................................................................................................................................... 71
“Additional Discount” ................................................................................................................................................... 71
Favorite Items List: ..................................................................................................................................................................... 72
................................................................................................................................................................................... 74
Overview: ............................................................................................................................................................................ 74
Purchase Orders: ......................................................................................................................................................................... 74
Orders: ............................................................................................................................................................................................. 75
............................................................................................................................................................................. 77
Overview: .............................................................................................................................................................................. 77
1- "Add Customer" ........................................................................................................................................................ 78
2- "Edit" ......................................................................................................................................................................... 78
3- "Delete"..................................................................................................................................................................... 78
4- "Receive Payments" .................................................................................................................................................. 78
5- "Change Balance"...................................................................................................................................................... 78
6- "Send Email" ............................................................................................................................................................. 78
7- "Transfer" .................................................................................................................................................................. 79
8- “History” ................................................................................................................................................................... 79
9- “Additional Discount” ............................................................................................................................................... 79
10- Allow Rewards: ....................................................................................................................................................... 79
11- Taxation: ................................................................................................................................................................. 79
................................................................................................................................................................................. 80
Overview: ....................................................................................................................................................................................... 80
1- "Add Vendors" .......................................................................................................................................................... 80
2- "Edit" ......................................................................................................................................................................... 81
3- "Delete"..................................................................................................................................................................... 81
4- "Make Payments" ..................................................................................................................................................... 81
6- "Send Email" ............................................................................................................................................................. 81
7- "Transfer" .................................................................................................................................................................. 81
8- “History” ................................................................................................................................................................... 81
................................................................................................................................................................................ 82
Overview: ....................................................................................................................................................................................... 82
................................................................................................................................................................................ 85
6
Overview: ....................................................................................................................................................................................... 85
General Transaction: .................................................................................................................................................................. 86
................................................................................................................................................................................... 88
Overview: ....................................................................................................................................................................................... 88
1- "Transaction Log" ...................................................................................................................................................... 88
2- "Uncommitted Transaction Log" .............................................................................................................................. 89
“Uncommitted Transactions Log” shows unsaved sales committed in offline mode. ................................................. 89
3- "Search Invoice" ........................................................................................................................................................ 89
4- "Return" .................................................................................................................................................................... 89
5- "Delete Transaction" ................................................................................................................................................. 89
.................................................................................................................................................................................. 91
Overview: ....................................................................................................................................................................................... 91
Today Dashboard: ....................................................................................................................................................................... 92
Current Stock Report ................................................................................................................................................................. 92
End Of Day Report ....................................................................................................................................................................... 93
“Sales Calendar” ........................................................................................................................................................................... 93
1- "Transactions List" .................................................................................................................................................... 94
1.1- "Date Range" .......................................................................................................................................................... 94
1.2- "Filter by Product" ................................................................................................................................................. 94
1.3- "Filter By Customer" .............................................................................................................................................. 94
1.4- "Filter By Supplier" ................................................................................................................................................. 95
1.5- “Filter by User” ...................................................................................................................................................... 95
Customers Report ........................................................................................................................................................................ 95
"Summary" ..................................................................................................................................................................................... 95
Expenses Calendar: ..................................................................................................................................................................... 95
Time Sheet: .................................................................................................................................................................................... 95
Taxes: ............................................................................................................................................................................................... 95
“Stock valuation and Opening\Closing stock” ................................................................................................................... 96
“Gross Profit”................................................................................................................................................................................. 97
"Graphs" .......................................................................................................................................................................................... 97
Orders: .......................................................................................................................................................................................... 101
Profit & Loss: .............................................................................................................................................................................. 102
Ledgers: ........................................................................................................................................................................................ 102
................................................................................................................................................... 104
7
Stock Comparison and Transfer Between Stores: ........................................................................................................ 105
Multi Store Accounts and Reports: ..................................................................................................................................... 106
................................................................................................................. 107
8
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Our Core Values:
We have tremendous respect for our clients.
We give great importance to what our users say, we really love to hear from them!
We have worked really hard to make our POS software very easy to use and learn.
We believe in providing excellent support in a variety of ways, even during free trial
period.
No hidden fees, charges or contracts.
We keep on improving our software based on user feedback.
We don't believe in charging additional fees for updates, our users just have to pay a
single onetime fee.
We don't force our users to use a specific brand of supported hardware, so more cost
saving for them.
General:
Very user-friendly and intuitive POS software design
Support for multiple workstations over a network or VPN
Innovative Offline mode enables users to continue important tasks even during network
problems
Easily Create\Update\Restore backups of business data
Learning and training is very easy and quick
Create multiple users with different rights at no extra cost
10
Create and manage multiple business databases with ease
Free Telephone, Email and real-time Remote support for the entire 1st year and during
trial
Free remote deployment, setup and training
Built in Credit Card processing with leading credit card processor Merchant Warehouse.
Other services can also be integrated as per client requirements
Significantly helps in preventing Theft, Leakage and Damaged/expired stock
Almost all brands of supported POS hardware can be used
Money Back Guarantee
Inventory Control and Management:
Optimize your inventory to significantly save money and increase sales
Quickly add or import items from variety of file formats such as Excel\MS Access\CSV
Create and manage services in addition to regular items
Add images to your inventory items, one by one or in bulk
Absolutely no limit to the number of items that can be added.
Group items together in Deals for bulk or boxes of items
Easily create Categories/departments of items with different Tax & Discount levels
Quickly sort thousands of products by name, quantity, price etc.
Quickly locate products by real-time search
Capable of doing stock adjustments to cover damage, expired or stolen goods etc.
Export inventory to Excel\CSV
Generate and print custom Labels for your inventory
Create and print barcodes with multiple types including UPC\EAN13\EAN8\Code39
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Reorder alerts
Exchange items between stores
Customizable columns to see important info instantly
Support for pricing via markups
Point of Sale:
Credit card processing fully supported
Process Credit/Debit/Gift Cards with or without Credit Card Device
Wide variety of payment types supported including:
1. Cash
2. Check
3. Credit Cards
4. Debit Cards
5. Gift Cards
6. Various Accounts
Manage credit sales or tabs, charge amount to a customer`s account
Users can also manage Split payments [Tender in multiple payment types]
Barcode scanners are supported for accurate data input
Touch-screens supported
Any number of workstations can be added on a network
Easy Keyboard shortcuts
Quickly and easily input various items in sales receipt
Instant access to your inventory and customers from within Point of Sale screen
12
Favorite items list and real-time search for inputting items quicker
Hold/save infinite number of sale receipts to be retrieved later for use
Able to handle sale returns and exchanges effectively
Provide percentage, fixed price and additional discounts
Back-date entries possible for authorized users via Old Date feature
Convert a Sale order to a Sale Invoice with a single click
Process Rewards, Gift cards and Coupons for customer loyalty
Export sale invoice to MS Word for emailing or other purposes
Print sale invoice on customizable templates
Copy old sale info with a single click for quick generation of new sales
Full screen mode
Ability to sell and purchase selected items directly from inventory.
Ability to rename items during transaction
Customizable Invoice/receipt numbers
Customer Relationship Management (CRM):
Create and manage infinite number of customers data
Easily import and export your customers data
See their purchase history and other data with a single click
Add unlimited custom fields
Save descriptions/notes about your customers
Customer accounts management
Instantly see their balances
Receive payments for customer accounts
13
Send bulk emails to your customers
Include or exempt specific customers from various taxes
Assign rewards to selected customers or all customers
Assign discounts to selected customers
Vendor management:
Create and manage infinite number of vendors data
Easily import and export your vendors data
See their history and other data with a single click
Add unlimited custom fields
Save descriptions/notes about your vendors
Make payments to your vendor accounts
Send bulk emails to your vendors
Purchases Management:
Easily and quickly create purchase vouchers, similar to making sales
Multiple payment types supported
Barcode scanners and Touch-screens are supported
Keyboard shortcuts for quick access
Instant access to your inventory and vendors from within Purchase screen
Favorite items list and real-time search for inputting items quicker
Hold/save infinite number of purchase vouchers to be retrieved later for use
Easily handle purchase returns
14
Copy old purchase info for quick generation of new purchase vouchers
Process various types of discounts
Easily pay vendors in multiple payment types
Old Date function allows back-date entries for authorized users
Convert a Purchase order to a purchase voucher with a single click
Manage vendor accounts for credit purchases
Export purchase voucher to MS Word for emailing
Print purchase voucher on customizable templates
Customer Loyalty:
Create and manage Rewards
Generate and process Coupons
Create and process Gift cards
Employees/Users Management:
Extensive roles based customizable security rights for each employee/user
Employee Time clock
Employee Transaction log
Employee Commission calculation on sales & logged time
Employee Salary calculation
Taxes Management:
Easy single flat rate tax handling
15
Unlimited tax levels and locations with multiple rates for advance requirements
Assign specific tax locations/levels to certain customers
Link a tax group or provide separate tax rates to individual items
Tax locations can be easily changed during a sale at the Point of Sale screen
Track individual tax accounts
Value Added Tax (VAT) supported
Orders Management:
Sale Orders
Purchase Orders
Layaways
Quotes/Estimates
Work Orders for various services
Easy deposits handling
One click conversion from Sale and Purchase orders to sale invoice and purchase
voucher
Orders printing
Accounts Management:
Variety of Accounts can be managed including:
1. Assets
2. Bank
3. Liabilities
4. Capital
16
5. Income
6. Merchant Account (For Credit Cards, Users can add unlimited types of credit
cards)
7. Tax Account
Double entries (General entries) supported
Expenses Management:
Various types of expenses can be managed including:
1. Miscellaneous (daily, travel, repairs etc)
2. Occurring for specific time period (fees, bills etc)
3. Employee commissions and wages
Easily view and edit existing expenses
History/Logs:
See log of your recent transactions
See log of your uncommitted tractions if you are working in Offline Mode
Instantly delete or return a recent transaction
Copy transaction info to Point of Sale or Purchase screen
Instantly search any transaction
Print Transactions or Export them to MS Word
Daily Closing/End Of Day:
Perform Daily Closing of your store in just 3 simple steps:
1. View End Of Day report
17
2. Reconcile cash drawer or adjust various accounts if needed
3. Backup data
Email Daily summary report
Reports:
Get Real time information on all the crucial aspects of your business via instant Reports
Accurate Real time Valuation of your whole stock as well as individual items [via FIFO
and Average Unit Cost]
Real time calculation of Gross Profit
Create and maintain a valuable database for analyzing trends and patterns
Daily Dashboard [Net Sales, Net Purchases, Receivables, Payables, Cash Balance, Top
Sellers etc.]
Innovative Sales Calendar with interactive pie charts and upto the hour sales graphs
Hourly Expenses Calendar
Instant access to numerous Graphs including:
1. Net Sales
2. Sale Returns
3. Purchases
4. Net Purchases
5. Customer Sales [filter via customers]
6. Vendor Purchases [filter via vendors]
7. Sales Quantity [number of each items sold and category]
8. Net Purchases Quantity
9. Closing Stock Quantity
18
10. Rewards Redeemed
Compare 3 graphs simultaneously
Various filters for deeper analysis
Daily, weekly, monthly and yearly selection
One Click End of Day Report (X/Z-out Report)
Stock summary report
Profit & Loss
See Ledgers for any account or entity
Advance Summary for more in-depth info
Easily export or print reports data to Microsoft Excel (xls), Microsoft Word (doc) or PDF
Detailed Customers report
Current Stock/Assets Report
Taxes Report
Employee time sheet
Supported Hardware:
Barcode scanners/readers
Credit Card Readers
Cash Drawers
Printers:
1. Label printers
2. Receipt printers
3. Laser printers
19
4. Inkjets
5. Barcode printers etc.
Multi Store features:
See your multiple stores data with Store Manager application
Data of upto 30 stores can be viewed
Inventory exchanges between stores
View consolidated inventory of all stores
View consolidated accounts of all stores
Multi store reports include:
-Sales comparison report
-Daily summary [End of day] comparison report
-Expenses comparison report
-Inventory transfer report
Security:
Customizable user security for each function
Password protected logins
All the security and reliability MicroSoft Dotnet Framework 4 offers
20
Supported Hardware Includes:
21
For Server:
• At least 256 MB of RAM.
• 2 GHz or equivalent processor
• 100 MB hard disk space for installed files plus separate hard disk space for database
• Monitor with minimum resolution of 1024X768 and LAN card for networking
For Client:
• At least 256 MB of RAM
• 2 GHz or equivalent processor
• 50 MB hard disk space for installed files plus separate hard disk space for database
• Monitor with minimum resolution of 1024X768 and LAN card for networking
Note: A Barcode reader is required for barcode
reading and a Printer/Receipt Printer is required
for Receipt printing
Note: A Barcode reader is required for barcode
reading and a Printer/Receipt Printer is required
for Receipt printing
22
Operating Systems Supported:
• Microsoft Windows XP, all editions (Service Pack 3 or later strongly recommended)
• Windows Vista
• Windows 7 and Windows 8.
Required Software:
• Service Pack 2 or later required for Microsoft Windows XP
• Microsoft .Net Framework 3.5 or later required for Microsoft Windows XP and Vista
Microsoft .NET Framework 3.5 Service Pack 1 can be downloaded from:
http://www.microsoft.com/downloads/en/details.aspx?familyid=ab99342f-5d1a-413d-8319-
81da479ab0d7
• Microsoft Office or similar software (Open Office) for customized sale receipts etc.
23
Before Installation:
Ensure your workstation meets the minimum system requirements listed in this guide
Sign on to Windows with Administrator rights before installing this software
If installing on multiple systems, please ensure they are properly networked and note
their Computer names and IP addresses for future references.
How to Install TradeMeters POS:
1- Double Click the TradeMeters POS setup file.
2- The Installation dialogue box will appear as shown:
24
3- Click next to proceed to the following screen:
25
Click Browse to select the installation directory of your choice. Click Disk Cost to see how much
hard disk space you have on your computer. Also select whether you want to install this
software for every user or only for yourself.
4- In the next screen confirm installation to proceed further by clicking “next” or “Back” if you
want to change any setting.
26
5- After confirmation, TradeMeters POS installation process will start:
6- After successful installation the following screen will be shown:
27
7- The very first time TradeMeters POS is launched after installation, user is shown the
following window.
This window lets user choose whether to continue the 30 day trial or enter the Liscensing
information.
8- With TradeMeters POS users can connect multiple client computers to the server. You will
be shown the following window where you can connect to the server system.
28
Note-2: Installation Steps for “Single” System, or
for “Server” and “Client Systems in a networking
environment are same.
Note-2: Installation Steps for “Single” System, or
for “Server” and “Client Systems in a networking
environment are same.
Note-1: The “Server” and “Client” systems are
explained in the next chapter.
Note-1: The “Server” and “Client” systems are
explained in the next chapter.
29
First Time Launching the TradeMeters POS Software:
There are some minor but important differences in running the TradeMeters POS for the first
time depending on whether you want to run it on a “Single” System, a “Server” System in a
networking environment or on a “Client” System in a networking environment.
Launching TradeMeters POS on a “Single” System:
If you plan to run this POS on one computer only and without any other networked
computers, you should proceed as follows:
1- Double click TradeMeters POS icon placed on your desktop or which can be found at the
default location:
C:\Program Files (x86)\Trade Meters\Point Of Sale (64-bit Windows)
C:\Program Files\Trade Meters\Point Of Sale (32-bit Windows)
2- By default TradeMeters POS software automatically creates a data folder for your business.
The Data folder will contain your entire business data and transactions database. The default
location for the data folder is as follows:
Windows XP
C:\Documents and Settings\All Users\Application Data\TradeMeters\DataFolder
Windows Vista:
C:\ProgramData\TradeMeters\DataFolder
Windows 7:
C:\ProgramData\TradeMeters\DataFolder
30
You can change your Data folder location anytime afterwards from the login dialog.
3- At the following screen select the “Create a New Business Name” and enter the name of
your Business.
Login window also allows you to change your Data folder location by expanding the “Settings”
group box and clicking “Change”.
Note: For multiple Windows
users choose the same business
data so that they all can work on
the same repository.
Note: For multiple Windows
users choose the same business
data so that they all can work on
the same repository.
31
4- Press OK to complete the “Launch Dialogue Box” and to enter the actual TradeMeters POS
software.
Note-1: TradeMeters POS allows
users to have multiple Businesses with
separate database files
Note-1: TradeMeters POS allows
users to have multiple Businesses with
separate database files
Note-2: Make sure that the
database folder is empty and does not
contain any other data
Note-2: Make sure that the
database folder is empty and does not
contain any other data
32
In order to run the software on multiple client machines, we must start a server on one
machine and clients will connect remotely to the server. The server machine contains the
business settings and transactions database.
What is a Server System? One computer in your workplace must be made the Server system which will perform all Point
of Sale and Accounting tasks in addition to a few special ones like:
• Creating and storing your Business database
• Managing TradeMeters POS registration and user licenses
• In a networking environment, the server must be running to ensure smooth operation of
Point of Sale software on any workstation
Running TradeMeters POS Server: The POS software must be installed on all client machines and the server. Carry out the
following steps to start the TradeMeters POS server:
1- Create your business on the server machine if you have not created it already.
2- Launch application.
3- Select “Start Server” and select your business in the “Host Businesses” combo box.
33
4- Press OK to start the TradeMeters POS Server application.
5- After starting the TradeMeters POS Server application, you can connect other
workstations with the server as well as start the TradeMeters POS on the Server.
6- To run TradeMeters POS on the server, simply choose “localhost” at “Connect to
Server”.
34
NOTE: When the server is running, user cannot perform certain tasks such as change User
Rights or take Backup etc. To perform such tasks, just open the business directly via
Open Business button and do what is required. The changes will take effect once the
server application is restarted.
Running TradeMeters POS Client: 1- Launch application.
2- Select “Launch Dialogue Box” and then “Connect to Server” and select the Server
“Machine” by selecting/giving the Server computer name or IP address. If the server is
running on the same machine name will be “localhost”.
35
3- Press OK to connect with your server machine.
“Open Offline”
“Open Offline” option enables client system to continue performing POS activities even in
problematic scenarios for example if server is down or the client system is unable to connect
to it. The server needs to be connected to the client at least once in order to use this mode
since data between Server and Client needs to be synched at least once to create a database
cache on client system.
36
Following button will be shown if the business data is opened in offline mode. Just press this button after the server is
connected again to sync or transfer latest data on both client and server.
Note-1: "Open Offline" option provides a very
efficient "Offline mode" for emergency
situations The Offline mode ensures nonstop
and trouble free running of operations even in
problematic situations such as connectivity
issues with server or problem in server itself.
Note-1: "Open Offline" option provides a very
efficient "Offline mode" for emergency
situations The Offline mode ensures nonstop
and trouble free running of operations even in
problematic situations such as connectivity
issues with server or problem in server itself.
37
Data Migration:
For the convenience of its earlier version users, TradeMeters POS now provides a very efficient
built in functionality to convert or migrate your previous business data to new format (from
ver 1.x.x.x or 2.x.x.x). With just a click of button users of earlier versions of TradeMeters POS
can select their old business data (as identified by "[V1]" or “*V2+” which means version 1 or
version 2) and just click "OK" to start the data migration process. Give a new business name
and TradeMeters POS will convert it to new database format.
Note-2: As soon as server system is connected,
all the data is automatically synced between
the client and server systems once “connect
and commit changes” button is clicked making
sure the latest data is on all the systems.
Note-2: As soon as server system is connected,
all the data is automatically synced between
the client and server systems once “connect
and commit changes” button is clicked making
sure the latest data is on all the systems.
38
39
Overview:
In the “Home” Module the user can setup various configurations such as adding a business
logo, set Sales Tax or Multi level Tax, manage loyalty programs via Rewards and Gift Cards and
set currency etc.
40
Edit Settings
Edit Settings menu (1.1) lets the user set the Business Name, Location and Currency.
Currencies initially provided by TradeMeters POS are Dollar ($), Pound Sterling (£), Euro(€),
Yen(¥) and Rupees (Rs).User can also add their choice of currency by writing its symbol or
spelling in the "Currency Symbol" field.
Check In/ Check out
By pressing this button, TradeMeters POS starts calculating the time spent by the user in this
software. Use Check out to end the current work shift in TradeMeters POS
Receipt Print Settings
Allows user to select the desired receipt design/template and also customize it.
Users can select the desired Sale Receipt format or customize them according to their
requirements.
To customize Sale Receipt format:
(a)-Select the desired Sale Receipt template from the variety provided and press "Select"
button to make it the default, then press "Edit".
41
(b)-Users can easily customize the selected label in this window. Users can change the width of
columns. Users can also change the size, font, color and style etc. of "Header", "footer"
messages and "Totals" to suite their requirement as well as choose to show how much reward
their customers can get by spending a specific amount. After modifying the template press OK.
42
(c)-Press the “Save & Go Back” button to save the modified template for future use. Make sure
the correct printer is selected and the page margin is appropriate, before you print the
template.
Email Settings
Let user choose the default email server etc.
43
Change Password
Users can change their password by pressing this button. First provide your old password and
then type your new password twice.
Change Theme
Let user choose from a variety of themes available for TradeMeters POS.
Accept Credit Cards
Provide your Merchant Service settings in this area. Once the account is setup, users will be
able to process Credit Cards from within the TradeMeters POS software. Currently “Merchant
Warehouse” is supported.
44
Tax Settings
Users can choose to select No Taxation, a Single tax rate, or Multi Level taxes with as many
locations and groups as needed.
For Single Tax:
Select Flat Rate and provide a percentage.
All the tax deducted goes to the Tax Liability account in accounts
For Multiple Taxes:
Press the Advance button and provide a default Tax Location, such as California.
Provide name for the Tax Group. Press Arrow button and Input tax rate with associated
accounts. Users can input any number of tax rates by pressing ‘Add’ in a tax group with
different tax accounts for different agencies.
Example:
Tax Location = California
Tax Group Name = California Tax
Rate 1 = 7.5%, Tax Account = Tax Liability (Default tax account).
Rate 2 = 2.5%, Tax Account = City (new tax account).
Rate 3 = 3.5%, Tax Account = County (new tax account).
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Total Tax for this tax group = 13.5%
Users can add any number of tax locations, tax groups and tax accounts etc. Users can
also use different tax groups and locations for items with varied tax rates or for tax
variations dependent on volume/price ranges etc. Any Tax location can be selected and
changed during sale.
Note: If a Tax group is added/deleted in one location, it will be automatically added/deleted
from other locations.
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New Backup
Let users create a backup of their Business Data in a selected location
Update Backup”
Allows users to update a previously created backup
Restore Backup
Let user restore from a previously created data backup
Cash Drawer
Helps configure your Cash Drawer
Users & Security
The "Users & Security" option allows an authorized user (Administrator by default) to
Add/Remove users/employees. Authorized user can also edit each user's security rights i.e.
what functions he/she are allowed to perform. Following are the list of security rights that can
be provided or restricted:
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Delete Business
Deletes the currently opened business.
Help
Users can visit the TradeMeters POS website or check for updates and email for technical
support.
On Screen Keyboard
The On Screen Keyboard allows users to enter data via touch screen monitors or just mouse
clicks. It can be used in all modules of TradeMeters POS.
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Store Management
This option is for users having Multiple stores.
“Export Business Data” let users export the current business data to be added in the “Store
Manager” application.
Rewards
You can define your reward scheme by clicking on the reward button. Rewards allow you to
give $ X discount when a customer`s accumulated sale for a period reaches $ Y. When defining
the reward scheme you can set:
Duration in which rewards can be attained
Sales Threshold - the minimum sale amount needed to be eligible for the reward.
Reward amount to be given.
Redeem up till date - the date by which attained rewards can be used.
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Note: When reward scheme is defined a reward message prints on the receipt “Spend $ X
more by 1-March-12 and get reward of $ Y”. This reward message can be enabled or disabled
from the receipt settings window.
Gift Cards
This allows to users to issue gift cards. Use the following steps to issue gift cards.
Create a Gift Card by pressing Issue button and provide the amount and Valid Uptill
date. If you do not provide the date, the gift card will never expire.
Press the Take Payment button to record the payment transaction.
Press “OK” to create the gift card.
The print preview of the card can be seen on the right side. Press the print button to
print the gift card.
Users can filter gift cards via the filter field on the top to filter all, recent, active, expired
gift cards etc.
Coupons
Similarly users can create coupons as well. To create coupons:
Create a coupon by pressing Issue button and provide the amount and Valid Uptill date.
If you don’t provide the date, the coupon will never expire.
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Users can choose to edit existing coupons or delete them with their respective buttons.
Users can filter coupons via the filter field on the top to filter all, recent, active, expired
etc.
Categories
Allows you to edit item categories. See “Categories” in “Stock”.
Print Labels
Users can print labels or tags for their products by pressing this button in Home Module.
When “Print label” button is pressed:
(a)- Select the item from left column and desired label template from the variety provided and
press OK.
(b)- To customize a label template, select a label and press “Edit”. Users can change the width
of barcode or select whether to show barcode digits or not. Users can also change the size,
font, color and style etc. of Item name and price to suite their requirement. After modifying
the template press OK to save it or “Reset” button to revert the changes.
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(c)- Check the print preview via “Print” button and other options such as number of copies of
the label to be printed. Make sure the correct printer is selected and the page margin is
appropriate.
(d)- When you are ready press the “Print” button to print the labels.
Day Closing:
Helps the user close out the store and tally balances at the end of day.
1- Press the Day Closing icon in Home
2- Press View to view the End of day report of today [similar to x/z-out reports]
3- Press the count button to tally various currency bills. If an adjustment was made press
Save & Adjust to record an adjustment entry
4- Backup or update your database or send email to an authorized person by using their
respective buttons
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Report Headquarter:
Email Today’s Summary Report to HQ.
Employee Management:
TradeMeters POS has a very easy to use employee management module. Users can manage an
employee’s sales commissions as well as hourly pay. In addition to calculating an employee’s
salary from Expense module, users can do the same from here as well by:
1-Select user and year
2-Select Pay type(weekly, monthly etc.)
3-Provide hourly rate or commission and press calculate.
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Timesheet
Timesheet provides the info of each user’s/employee’s clock in and clock out times. It is also
used to determine an employee’s salary.
Invoice Numbers Customization
Users can customize how invoice/receipt numbers are displayed in the following window:
Users can change the number sequence according to the examples, as shown in the following case:
Now the invoice number will start from ‘LCD Shop1’ and so on.
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Overview: In the "Stock/Inventory" Module, you can set up inventory by Adding products/items with
their respective data as well as perform other tasks as explained:
1- "Add"
Brings the Add Product dialog box requiring a specific set of information such as:
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1.1- "Item number"
Give any item a unique number for easily remembering it or for better and quicker searching.
Item Number can be a simple number or a mix of alphabets, numbers and characters such as
"-, _" etc.
1.2- "Name"
Product name or item name has to be given to all products to be created in POS.
1.3- “Type”
Users can choose to select whether the item is an individual product or a group item also
known as deal, or a non-tangible object such as service. By default every item is taken as
individual “product”. Select “Deal” If you want to offer a deal or combo by combining more
than one item of same kind or different kinds. A Deal can consist of products and services as
well. If you want to track services provided by your business, then select "Service/Non
Tangible" as the product type. The menu will change according to the Item Type selected. You
can set the desired retail prices or tax and give discounts just like normal items. You can also
choose if this deal/combo is to be sold or purchased only, or both.
1.4- "Category"
Assign a category to the current item by selecting from drop down menu.
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1.5- "Cost Price"
The unit cost of the product
1.6- "Retail Price"
The price at which an item will be sold at your retail business.
1.7- "Fixed Markup"
If this option is selected, the consumer price will be automatically calculated once you
provide the markup value.
1.8- “Discount”
Any reductions to a basic price of item. Set discount in this field
1.9- "Quantity"
The size or sum of any countable or measurable items. Provide the quantity of the item
here. It is highly recommended that quantity of an item is added or changed by purchasing
it via the “Purchases” Module since that will ensure accurate calculation of Gross Profit and
Value of the Inventory.
1.10- "Reorder Limit"
Reorder Limit is the item's minimum allowed level below which stock should not be
allowed to fall. User can create an automatic reminder for this purpose and once an item
reaches this level it is highlighted in red color.
1.11- "Tax"
Any official financial charge that you are liable to give to concerned authorities. For
example Sales Tax. Users can input tax percentage or assign a tax group (created in Tax
settings of Home module)
1.12- "Edit Custom Field"
This option allows user to create any information field they desire. Multiple integrated custom
fields can be created that are available for every item.
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1.13- "Barcodes"
Implementation of Barcodes makes check-out and inventory control easier, faster, and
more accurate. TradeMeters POS allows its users maximum flexibility and power to
incorporate barcodes in any way they want. Users can:
(a)-Enter the actual barcode of an item via scanning it with a barcode scanner or entering it
manually. TradeMeters POS supports multiple barcodes for a single item as well.
(b)-Automatically generate a simple barcode by pressing the “Generate” button. The
automatically generated barcode for the next item will continue the sequence of the one
previously generated.
1.15- "Description/ Notes"
You can write detailed descriptions or notes about any item in this field for future
reference etc.
1.16- “Add an image”
You can add an image of a product as well by clicking “Add” button and selecting the
desired image from your computer.
1.17- “Unit Value”
User can provide a specific value or worth of an item. This enables TradeMeters POS to
calculate value of closing stock. If this value is not set, TradeMeters evaluates stock by
considering purchases FIFO method.
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2- "Edit Item"
Allows the user to edit any of the previously mentioned parameters.
3- "Delete Item"
Allows the user to delete the item. You can also select multiple products by "Ctrl+left Mouse
Button" and delete them for multiple items delete.
Note: If a product is deleted its sales\purchase transactions will not be deleted from the
database. The system will show “Unknown Product” when viewing transactions of a deleted
product. Therefore it is recommended that you do not delete a product whose transactions
have been recorded even if the product is not traded now.
4- Stock adjustments "Add Stock"\"Remove Stock"
Allows user to change and adjust the stock quantity.
There are four ways to change stock quantity:
Sales: Sale transactions are stored in Sales Journal and the items are removed from stock.
Purchases: Purchase transactions are stored in Purchase Journal and the items are added to
stock.
Adjustments: All other stock transactions that change on hand quantity are stock adjustments.
We will record Adjustment entries in cases such as:
Items are stolen from the store
Items expire
Change quantity without transaction: User can change stock quantity directly without
recording any transaction, to match with the physical count of items.
To do Stock adjustments:
1- Press the "Stock Adjustments" button
2- If you want to record an adjustment transaction then choose the reason for adjustment.
3- Enter Date, Quantity and Comments
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4- If the stock is reduced such as in case of damage, theft, shrinkage etc, the user has to input
a minus (-) sign before "Quantity Change".
5- If you do not want to record an adjustment transaction then choose "Change Stock without
Transaction".
6- Provide the new quantity and press "Change Quantity"
Note: Users with more than one store can record store transfers by selecting the Store
Transfer option
5- "Categories"
Generally a retail business consists of a variety of items that can be classified into different
categories or departments. Defining and assigning categories to items helps in better
management of inventory. TradeMeters POS offers unlimited number of categories and
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unlimited sub categories or levels for each category. Users can also easily provide tax and
discount for each category which will be applied to every item which has been assigned that
specific category.
To create a category:
1- Press the "Categories" button.
2- Click "Edit Categories" and press "Add".
3- Provide the name, tax and discount for this category
4- To create a sub category, simply select the desired category and press "Add Sub Category"
button.
To assign a category to an item, just use the drop down menu of the "Category" field of "Item
Menu" and select the desired category. To move categories to lower or higher, use the
“Move” button
Note:
The tax and discount provided in a category assigned will be overridden if values for tax and
discount are set in "Item Menu" of that item.
“Transfer” button lets user Export and Import data:
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6- "Export"
Let’s user export the inventory data to a Comma Separated Value (CSV) file or Excel
Worksheet. A CSV file can be opened in notepad or MS Excel. Images of items can also be
exported.
7- "Import"
Let’s user import inventory data from supported external files. TradeMeters POS supports
importing data from:
MS Access database files (accdb, mdb)
MS Excel (xls, xlsx)
Comma Separated Value file (CSV)
When importing, user has to match the "Name", "Description" and other fields with their
corresponding Column names of the file. When importing from MS Excel files, user needs to
select the proper worksheet from which data will be imported.
When importing, items are identified by their name. If an item with that name already exists,
then the item in the database is updated.
8- “Search Product”
Let user easily and quickly search any item from millions of inventory.
Sell or Purchase directly from your Inventory
You can also directly sell or purchase a single or multiple products by selecting them and right
clicking on them as shown:
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The selected products will be entered automatically in the sale/purchase invoice respectively.
Note-1: At least a product name needs to be
imported to import the product in POS
Note-1: At least a product name needs to be
imported to import the product in POS
Note-2: You can sort all of your inventory data by
clicking the respective column names "Product",
"Item Number", "Price", "Tax", "Quantity". For
example to sort items in ascending or descending
order with respect to price, just click the price button
once.
Note-2: You can sort all of your inventory data by
clicking the respective column names "Product",
"Item Number", "Price", "Tax", "Quantity". For
example to sort items in ascending or descending
order with respect to price, just click the price button
once.
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Note-3: The updated Total Number of distinct items in
the stock is shown in brackets beside “Product”
Note-3: The updated Total Number of distinct items in
the stock is shown in brackets beside “Product”
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Overview: Like Sales, user can record purchases from the Purchases tab. All the Functions of Purchasing
are identical to Sales Module.
1- Input Items in Purchase Invoice Screen
Please refer to section “Input Items in Sales Invoice Screen”.
2- Purchase Invoice Toolbar Functions
Please refer to section “Sales Invoice Toolbar Functions”.
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Overview:
After configuring certain options in "Home" and entering required data of your inventory in
"Stock", you are ready to perform the most important task of any Retail i.e. making a sale. Our
POS provides a very simple yet efficient User Interface to make generating sales as easy,
accurate and fast as possible.
1- Input Items in Sale Invoice Screen
There are multiple ways to input items in "Sales Invoice" Module:
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1.1- Using Barcode Reader
When you use a barcode reader to scan an item, it automatically gets inserted in the Sale or
Purchase module in an item field. You can also type in the Barcode.
1.2- Input Manually
You can also insert item in sale/purchase module by manually entering Bar code, item name or
item number in the search box or selecting them from Stock Module as explained earlier.
Insert any item manually using the following steps:
1- Enter an item’s number or barcode in the search box and press enter.
2- In case of searching by name, You do not need to input complete name as writing only part
of it shows the item(s) in the items list search results courtesy of real time search. This items
list on the right only appears when the user types an item’s name. Select the item from this list
by pressing Enter or by double clicking on the item.
3- If a new item is selected, the "Quantity" will be 1. However if an item is added again its
quantity is incremented instead of adding a new row in the invoice.
4- To change "Quantity" either press tab once or use mouse to highlight "Quantity" field and
then change it.
5- You can also give discount if discount column is enabled. Enable the discount column by
clicking the "Discount" button on the toolbar.
6- Select the correct "Payment Type" among "Cash", "Charge to Customer Account "or “Charge
to Account”. Select "Ask on Commit/Prompt" for more options such as Credit Card and for
Split payments.
The "Charge to Customer Account" option allows a selected customer to purchase items on
credit from your Retail store and the total amount of invoice is charged to his account.
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The “Charge to Account” option can be used if user wants to charge the customer credit to
another separate account.
7- "Summary" shows you all the important data of current Sale Invoice like sub-total, amount
paid and amount due etc.
8- “Customer” drop down menu lets user add or select a customer which can be linked to a
particular Sales Invoice.
9-“Prompt” or "Ask on Commit" allow users an alternate way to select payment types and
process a sale.
10- “Split Payments”. From the “Prompt” or "Ask on Commit" menu users can also choose to
accept split payments. For e.g users can choose to process some amount of sale in cash, some
via credit card (Merchant Bank Account) and the remaining amount to be charged to the
customer’s account/tab.
Note: Numeric pad for Touch screens.
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Built In Credit Card Integration: TradeMeters POS also provides Credit Card Integration. Users can choose the “Merchant
Warehouse” field to process Credit/Debit/Gift cards of their customers. It is required to setup
the “Merchant Account” in the Home module. Those users who do not have a Merchant
Warehouse account can manually enter credit card information in the “Credit Card” field of
the previous Payments window. Any type of credit cards can be added in “Accounts” module
with account type “Merchant Account”.
Delete/Remove entire row of mistakenly input item
To Delete or Remove entire row of mistakenly input item quickly, select the row and press
"Delete" button from your keyboard.
Once the required items are entered along with correct quantities and discount (if any), you
are ready to perform a transaction, so press "Commit" to make transaction or "Commit and
Print" to print a receipt as well.
2- Sale Invoice Toolbar Functions
The Sale Invoice Toolbar provides various useful functions which are described as follows:
Note: To easily and quickly search and insert an item from its name in
the Sales Module, simply write part of its name in the search box and an
“Items List” box will appear on the right side of the screen containing a list
of relevant items. From there just double click the required item to insert it
in the Sales Invoice.
Note: To easily and quickly search and insert an item from its name in
the Sales Module, simply write part of its name in the search box and an
“Items List” box will appear on the right side of the screen containing a list
of relevant items. From there just double click the required item to insert it
in the Sales Invoice.
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"Clear"
Clears the whole Sale Invoice screen
"Load"
Loads any saved Sale Invoice from your computer
"Save"
Allows user to save a Sale Invoice to be loaded or retrieved later. This can be used to hold Sale
Invoices to be “Committed” or viewed later.
“Return”
Allows user to handle returned items. Just enter the sold items in Sale Invoice screen and press
“Return” button from either the “Toolbar” or below the Sale Invoice table. You can also
“Return” items by first searching the Sale Invoice from “History” module and then pressing the
“Return” button right next to “Delete Transaction” button.
You can return all the purchased goods from a particular Sale Invoice or choose only certain
items to return by deleting the row containing the items.
“Old Invoice”
Let user enter invoices in a previous date. Pressing “Old Invoice” makes the date selectable via
Calendar menu thus allowing back date entries of Sale Invoices.
“Discount & Tax”
Pressing “Discount & Tax” button shows the Discount and Tax columns in the Sale Invoice
screen in which you can provide Discounts. If you want to enter Discount percentage, simply
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write “%” after discount amount in the same field. The tax is also shown and is applied on
items if it is previously defined for them in Stock module.
“Export to Word”
Allow user to export the current Sale Invoice to Microsoft Word file. This enables user to edit
the Invoice, send it anywhere or print easily.
“Print”
Prints the current invoice.
“Full Screen”
Pressing the “Full Screen” button enables POS to be used in Full Screen.
“Cash Drawer”
Pressing this button opens your Cash Drawer. Cash Drawer must be configured first in Home
Module.
“Additional Discount”
Provides discount on the whole invoice. It can be used in addition to the individual items
discount.
Tax Location and Exempt:
Change Tax location during a sale or make the invoice tax exempt.
Note: For Exporting Sale Invoice to Word, MS Word
2007 or later required or MS OFFICE 2007 File Format
Converter required to be installed for MS Word
XP/2003 or older versions.
Note: For Exporting Sale Invoice to Word, MS Word
2007 or later required or MS OFFICE 2007 File Format
Converter required to be installed for MS Word
XP/2003 or older versions.
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Accept Gift Cards:
Use this button to accept Gift Cards issued by your store. Gift Cards need to be issued first
from the Home module.
Favorite Items List:
By Pressing the Favorite button (Star) near the Invoice Number, you can access the Favorite
Items list from which you can quickly insert frequently sold items in the sale screen. Initially
you will have to add your favorite items by pressing the Click here to Add button. You can edit
this list via Edit Favorites and increase or decrease the viewing area by moving the horizontal
scroll bar.
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Customer List:
Press this icon to quickly select a customer.
Additional Actions on an Item in POS (Sell) Screen:
By double clicking or pressing the pencil icon beside each item entered in POS screen, users
can do additional actions such as change the item’s name or other data.
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Overview:
In "Orders" Module, users can manage various types of customer orders such as Sale Order,
Purchase Order, Work Order as well as Layaways, Quote/Estimates. It shows the list of all the
active and incomplete orders. Once any order is completed, it is moved to Reports module
Orders location where it can be easily searched.
Purchase Orders:
Users can fill Purchase Orders by:
1- Select the Vendor in the Purchase screen after entering the items, and press Save Order.
2- Provide the due date of the Purchase Order by checking the "Due Date" field
3- Provide the address in "Ship to" field.
4- The comments field can be used to write any text such as directions or notes.
5- Press "Save" to save the order which can be accessed from the "Orders" module.
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View & Edit:
Users can view the details of an order such as how many deposits it has and when were they
made. Users can use the “Receive Deposit” button in this window to take further deposits or
use “Refund Deposit” to void it. Users can also choose to make the order complete by clicking
the “Complete” button. To delete a deposit transaction, press the red “X” button besides the
transaction.
Delete:
It is used to delete an order and all of its corresponding transactions.
Sell or Purchase:
Press this button to convert an order in a sale or purchase. After pressing this button, the
items of the order get inserted in the sale or purchase module for further processing.
Complete:
Users can also make the order complete by selecting it and pressing the “Complete” button.
Orders:
Besides Purchase Order, the other types of Orders are:
Sale Order:
It is used for ordering out of stock items or for planned sale of items.
Layaway:
It is used when a customer has to pay for an item in a series of deposits
Quote/Estimate:
It is used for providing a Sales Quote to customers
Work Order:
It is used for processing a service related order such as repairs or alterations etc.
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The functionality of all these orders is similar:
1- Insert the items in Sales Module (Sell).
2- Link the customer with this order from the customer drop down and press ‘Save Order’.
Select from Sale order, Layaway, Quote/Estimate or Work order.
3- For taking a deposit, press the "Take Deposit" button, change date/time if needed and
provide the amount of the deposit and press receive payment. In the next window choose the
payment method(s) and press OK. Use "Clear Deposit" to clear the previous deposit
4- Select the "Due Date" and provide shipping address and comments if required.
5- Press "Save Order" to save the order which can be accessed from the "Orders" module.
User can Print any type of order by selecting and clicking it.
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Overview:
In "Customers" Module, users can manage customers by storing all the relevant information
for each of your customers, including name and contact information, whether they have any
credit/balance due etc. Users can even add integrated unlimited customers Information fields
for any type of information such as detailed notes or any description etc.
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1- "Add Customer"
User can add information about a customer such as Name, his/her company, contact number,
email or add a custom information field. Users can create any type and number of custom
fields which can store any information of your customer.
2- "Edit"
Let users edit the Customer`s information
3- "Delete"
Allows you the delete the selected customers.
4- "Receive Payments"
User can record General transactions for payments received by customers. Against such
transactions we debit the Cash\Bank account and credit customer`s account. The balance is
updated in the system. The user can choose whether the amount is paid in "Cash" or via "Bank
Account".
5- "Change Balance"
Enable's user to adjust or change a customer's balance
6- "Send Email"
Let’s user send email to selected customers through its built in Email interface
Note: You can send bulk emails to your
customers by selecting multiple or all
customers and pressing the “Send Email”
button
Note: You can send bulk emails to your
customers by selecting multiple or all
customers and pressing the “Send Email”
button
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7- "Transfer"
Import and export customer data from and to an external supported file such as MS Access
database files (accdb, mdb) as well as MS Excel (xls, xlsx) and Comma Separated Value file
(CSV)
8- “History”
Provides recent information of the selected customer’s buying history along with other data.
9- “Additional Discount”
Users can also associate a discount with customers in the selected customer’s window.
10- Allow Rewards:
Select Allow Rewards to include this customer in your rewards program.
11- Taxation:
Choose whether to exempt a selected customer from tax [No Taxation], link it to default tax or
link it to a Tax Location of your choice from drop down.
Note: POS allows users to add unlimited customers
information fields for any type of information such
as detailed notes or any descriptions etc.
Note: POS allows users to add unlimited customers
information fields for any type of information such
as detailed notes or any descriptions etc.
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Overview: Through "Vendors" Module user can manage their vendors/suppliers in a variety of ways as
described below:
1- "Add Vendors"
User can add various data corresponding to a vendor such as Name, his/her company, contact
Number, email or add a custom information field.
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2- "Edit"
Let users edit the selected vendor’s information
3- "Delete"
Deletes the selected vendor. You can also select multiple Vendors by "Shift+left Mouse
Button" and delete them.
4- "Make Payments"
See "Receive Payments" in Customers section
5- "Change Balance"
Enable's users to adjust or change a vendor's balance
6- "Send Email"
Users can send email to selected Vendor through the built in Email interface. Just like for
customers, you can send bulk emails by selecting multiple venders.
7- "Transfer"
Import and export customer data from and to an external supported file such as MS Access
database files (accdb, mdb) as well as MS Excel (xls, xlsx) and Comma Separated Value file
(CSV)
8- “History”
Provides recent information of the selected vender’s buying history along with other data.
Note: TradeMeters POS allows users to
add unlimited Vendors information
fields for any type of information such
as detailed notes or any descriptions
etc.
Note: TradeMeters POS allows users to
add unlimited Vendors information
fields for any type of information such
as detailed notes or any descriptions
etc.
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Overview:
TradeMeters POS provides the facility to create and track expenses. . By default an expense
account for Rewards is already created.
To create a new expense account:
1- Click the "Add" button.
2- Provide an expense account name and specify its type from the following:
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There are three types of Expense Accounts user can create:
(a)- Expense for a period of time such as wages, bills or rent.
(b)- Miscellaneous expense such as regular day to day expense.
(c)- Manage and record Employee Commissions and Salary.
3- After selecting the type press OK. The newly created expense account will be displayed.
To Record an expense for the Expense account:
1- Select an expense account and press "Record Expense"
2- Press next and provide the transaction date and amount of expense. If the expense account
is for a period of time, provide the duration or date range from the built in calendar.
3- In the next window choose how this expense will be paid. Users can choose from options
below:
- Paid by cash
- Paid by Bank Account [select a bank account]
- Not Paid, Charge to account
- Not Paid, Charge to other vendor [select a vendor]
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Use these options to charge the expenses to specified vendor accounts (Vendor accounts are
liability accounts).
4- Finally press "Record" to record this expense.
To Record an Employee Commissions and Salary
-Select Employee Commissions, choose an employee and press OK.
-Select the newly created employee account, press Record Expense and then Next.
-Select the time period and dates.
-Choose between Commission based and Hourly rate or Fixed Amount.
-Press Next and choose how to pay this expense with the listed payment options.
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Overview: TradeMeters POS also offers handling of various types of Accounts. The supported account
types are:
1- Assets
2- Bank
3- Liabilities
4- Capital
5- Income
6- Merchant Account (For Credit Cards, Users can add unlimited types of credit cards)
7- Tax Account
8- Money Adjustments (Tracks the adjustments done while tallying balances in Day Closing)
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To create an account, do the following:
1- Press "Add" in "Accounts" module
2- Provide the account's name, type and current balance and press OK button
To edit or delete an account simply press their respective buttons from the above toolbar
General Transaction: Users can also record a "General Transaction" or general entry in TradeMeters POS.
To record a general entry:
1- Press the "General Transaction" button.
2- From the left most drop down menu select "Debit" or "Credit".
3- From the next drop down menu select the account.
4- Enter the amount.
5- In the end of your general entries, there should be no difference in "Debit" and "Credit"
amounts.
6- Once the entries are balanced, press OK to record the general entries.
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Overview:
"History" lets the user check all the transactions i.e. sales and purchases for Tracking and
Monitoring purposes among other uses
1- "Transaction Log"
By default shows all the transactions completed. Just double click any transaction to see
further details.
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2- "Uncommitted Transaction Log"
“Uncommitted Transactions Log” shows unsaved sales committed in offline mode.
3- "Search Invoice"
User can search transactions by entering its number.
4- "Return"
You can also "Return" items by first searching the Sale Invoice from this module and then
pressing the "Return" button right next to "Delete Transaction" button.
You can return all the purchased goods from a particular transaction or choose only certain
items to return by deleting the row containing the items.
5- "Delete Transaction"
Pressing this button deletes the Sale Invoice transaction and all of its record from the system.
This is usually done to undo any erroneously generated Sale/Purchase Invoice.
6- “Print Transactions or Export them to MS Word”
Note: You can return all the
purchased goods from a particular
Sale or Purchase Invoice or choose
only certain items to return by
deleting the row containing the items.
Note: You can return all the
purchased goods from a particular
Sale or Purchase Invoice or choose
only certain items to return by
deleting the row containing the items.
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Users can print any transaction shown in “History” or export it to Microsoft Word. Just double
click the desired transaction and select “Print” or “Export to Word” button from the new
window.
7- “Copy Transaction”
This copy button allows user to copy recorded transactions in sale and purchase
modules etc. to be used again, saving valuable time.
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Overview:
Reports present the required information in a very efficient and attractive manner which is
very easy to understand. TradeMeters POS has a very efficient Reports Module which is
explained as follows.
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Today Dashboard:
The Today Dashboard shows the summary of all the important operations performed today.
This includes Net sales and purchases of today, receivables, payables and cash balance among
other things. Dashboard makes it very easy for a user to close out the business day and verify
information along with End Of Day report.
The “Stock” and “End Of Day” reports can be easily accessed from here.
Current Stock Report This report provides all the valuation of your inventory in a summarized form. Detailed
information for any of the Items, Customers, Vendors as well as Accounts can also be accessed
from “Ledgers”.
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End Of Day Report The “End Of Day” report provide further information to easily close out a business day.
Additional information included is Discount, Tax, Total Transactions completed, Cash Paid in
and out and Expenses recorded.
Both reports can be easily printed and exported to MS Excel, MS Word and PDF.
“Sales Calendar” One of the most amazing features of TradeMeters POS is the Sales Report. It conveys all the
key information of sale on a particular day in a very easy to understand and compact manner
via a pie chart.
Click on a particular date of which you want to see the Sale report, and the detail along with a
larger pie chart will appear in the top left region. You can click on any region of the pie chart to
see further details of the product. The bar graph on the right even shows “up to the hour”
sales information.
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1- "Transactions List"
Transactions tab shows the record of all kinds of transactions completed. Just check mark the
square box beside each Filtering option and after selecting a particular Filtering option press
"Search" to show filtered results accordingly.
1.1- "Date Range"
You can choose certain Transactions by giving a date range from the given calendar, or filter
transactions by type i.e. "Sales", "Purchases, "Adjustment", "General".
1.2- "Filter by Product"
"Filter by Product" allows to filter reports by a specific product. Just press the "..." button to
search and select product
1.3- "Filter By Customer"
Filter transactions by a specific customer
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1.4- "Filter By Supplier"
Filter transactions by a specific supplier
1.5- “Filter by User”
Filter transactions by a specific user or employee.
1.6- “Filter by Account”
Filter transactions by a specific account
1.7- “Export”
Use this Button to export all the transactions data displayed to a CSV file which can be opened by MS Excel or Notepad.
Customers Report View all the relevant information of your customer’s purchases, their balances and credit
history etc from this report. Just select the required customer and correct time period. Like
other reports you can also export it to Excel, PDF and Word formats.
"Summary" TradeMeters POS offers a very simple one click summary presentation of all the relevant data.
Just select the time period from the drop down menu from "Today", "Yesterday", "This week",
"Last week", "This Month", "Last Month", "This Year", "Last Year" or a "Custom" Period
selected from the given calendar".
Expenses Calendar: Similar to Sales Calendar, it shows daily expenses in charts.
Time Sheet: Displays the Date, Check in/out times etc of an employee/user over a selected period of time.
Taxes: Provides the Sales Tax Summary over a selected period of time. More information is available
via Tax accounts in Accounts module as well as in sale history.
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Click the “Customers and Vendors” and “Users” Tab to view their reports as well.
Use the Export button to export this data to Excel, PDF and Word formats or print it.
“Stock valuation and Opening\Closing stock” TradeMeters POS valuates your stock by considering the recent purchases. First In First Out
(FIFO) method is used for stock valuation which is reliable and one of the most widely used by
accountants throughout the world.
Note: If there are no purchases recorded for an item, POS will not be able to determine the
value of stock (and gross profit) for that item.
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“Gross Profit” Another key feature of TradeMeters POS is calculating Gross Profit. Not simply calculating, but
applying the most widely used and reliable method in Accounting which is “First In First Out
(FIFO)” method. To see Gross Profit of an item, it is required that that item should be
purchased first using the Purchase module. Gross profit is calculated by:
Gross Profit = Sales – (Opening Stock + Purchases – Closing Stock)
"Graphs" "Graphs” or “Charts" provide the requested information in graphical form. TradeMeters POS
provides more than 20 "Graphs” or “Charts" to help you better understand and analyze your
business .You can see a single graph or as much as three different graphs simultaneously.
Note: To see Gross Profit of an item, it
is required that item should be
purchased at least once using this POS
Note: To see Gross Profit of an item, it
is required that item should be
purchased at least once using this POS
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You can see Daily\Weekly\Monthly\Quarterly and Yearly graphs. Click and buttons to
select the time period from yearly to daily. You can also click on graphs to move from larger
time period to smaller one for example from monthly to weekly to daily etc. The left and right
arrows are used to navigate in the graph.
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All of the above information can be viewed in graphical form
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- Sales
The sales recorded by the TradeMeters POS
- Sale Returns
Any returns by customers
- Net Sales
Net Sales = Sales - Sale Returns
- Customer Sales
Sales linked to a Customer
- Customer Sale Returns
Sale Returns linked to a Customer
- Net Customer Sales
Net Customer Sales = Customer Sales - Customer Sale Returns
- Purchases
Purchases recorded by TradeMeters POS
- Purchase Return
Purchases returned to Supplier
- Net Purchases
Net Purchases = Purchases - Purchases Returned
-Vendor Purchases
Purchases linked to vendors
-Vendor Purchases Returns
Purchases Returned linked to vendors
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-Vendor Net Purchases
Vendor Net Purchases = Vendor Purchases – Vendor Purchase returns
-Sales Quantity
Informs about number of items sold
-Sales Return Quantity
Number of items returned
-Net Sales Quantity
Net Sales Quantity = Sales Quantity - Sale Return Quantity
-Purchase Return Quantity
Number of items returned to vendors or suppliers
-Purchases Quantity
Number of items purchased
-Net Purchases Quantity
Net Purchases Quantity = Purchases Quantity - Purchases Returned Quantity
-Closing Stock Quantity
Total Number of items in closing stock
-Rewards Redeemed
Rewards used by the customers
Orders: This tab provides all the information of active as well as completed orders. They can be filtered
via Users, Customers and Vendors as well as deleted.
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Profit & Loss: Users of TradeMeters POS version can also view their business's "Profit & Loss" by pressing its
button from the toolbar. Users can choose to view "Profit & Loss" of today, yesterday, current
week, last week, current or previous year or any custom time period.
Ledgers:
Another TradeMeters POS feature is that users are able to view ledger entries for any item,
account, expense, customer and vendor. The left and right arrows let users navigate between
ledger entries without going to the drop down menu. The most recent 1000 entries are shown.
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TradeMeters POS software comes with a “Store Manager” application to manage multiple
stores. It can be accessed from the TradeMeters POS installed folder.
Users can add any number of stores. To add a store:
1- Export the store’s data by opening its business in TradeMeters POS software, going to
“Home” and clicking “Store Management”.
2- Add that store’s data by pressing “Add” button and selecting the business data.
3- The store is added and its information will be shown in the relevant modules of “Store
Manager” application.
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Stock Comparison and Transfer Between Stores:
From “Inventory” module of the “Store Manager”, users can see the consolidated inventory of
all the stores. Users can also transfer inventory between stores. To transfer inventory:
1- Select the item and press the “Transfer” button.
2- Provide the transaction date and quantity.
3- Specify the store from which the item is being transferred and the destination store
(From and To).
4- A stock transaction file will be generated which needs to be imported in the destination
store business.
4- To import this file, open that business in TradeMeters POS software, go to “Home” and
click “Store Management” and then “Import transaction”
5- These stock transactions are recorded like other transactions and can be accessed in
“History” or in Transactions in “Reports”.
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Multi Store Accounts and Reports:
Users can view the various Accounts information and Reports of all the stores in consolidated
form as shown in the below image:
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To quickly transfer all of your business data from one computer to another (in case your
computer crashes or become inoperable due to some reason)
1- First locate the main database folder. The location of main database folder can always
be checked from the TradeMeters POS Launch screen in “Settings”:
2- Now copy the business data folder(s) from the main database folder.
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3- After installing TradeMeters POS and selecting the data folder on the new computer,
just copy the business data folder(s) in the newly created data folder.
4- Now when you will start TradeMeters POS, all the copied businesses can be seen and
selected from the “Open Business” list.
5- An alternate way to transfer data is to export data from Home > Store Management
and then add it via TradeMeters Stores Manager app.
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