Upload
ailene-ramos
View
220
Download
0
Embed Size (px)
Citation preview
7/31/2019 eBT POS Manual
1/54
GreenPepper Software, Inc.
eBT Point of Sales
User Manual
Ailene T. Ramos
7/31/2019 eBT POS Manual
2/54
7/31/2019 eBT POS Manual
3/54
Page 2 of53
eBTPoint of Sales
Access eBT POS
1. Click the POS shortcut from your desktop.
2. Enter yourUser ID and Password then click Login.
7/31/2019 eBT POS Manual
4/54
7/31/2019 eBT POS Manual
5/54
Page 4 of53
eBTPoint of Sales
Setting Up eBT POS
Note: Only the System Admin or Super Users will be able to access these modules.
POS Denomination
This is used to maintain the bills and coins denomination for the POS.
1. Click User Forms > User Tables > POS Denominations.
7/31/2019 eBT POS Manual
6/54
Page 5 of53
eBTPoint of Sales
2. Enter the Denomination and click Add.
3. Click Update to update the system.
7/31/2019 eBT POS Manual
7/54
Page 6 of53
eBTPoint of Sales
POS Terminals
This is used to maintain the POS terminals that the branch will use.
1. Click User Forms > User Tables > POS Terminals.
7/31/2019 eBT POS Manual
8/54
Page 7 of53
eBTPoint of Sales
2. Enter the Terminal ID, this should be a unique id per branch.
3. Enter the IP Address of the terminal.
a. Click Start.
b. In Run, type cmd.
c. Type ipconfig, and look for the IPv4 Address.
4. Click Update to update the system.
7/31/2019 eBT POS Manual
9/54
7/31/2019 eBT POS Manual
10/54
Page 9 of53
eBTPoint of Sales
3. Click Open Register button.
7/31/2019 eBT POS Manual
11/54
Page 10 of53
eBTPoint of Sales
4. A pop-up message will appear, click OK to continue or click Cancel to go back to the Open Register screen.
5. Congratulations! You are now ready for your first eBT POS transaction.
7/31/2019 eBT POS Manual
12/54
Page 11 of53
eBTPoint of Sales
Sales
Click on SALES to enter to the POS transaction screen.
7/31/2019 eBT POS Manual
13/54
Page 12 of53
eBTPoint of Sales
Sales Transaction
Enter Item
1. To enter item, click the icon beside the Description field as shown from below figure.
7/31/2019 eBT POS Manual
14/54
7/31/2019 eBT POS Manual
15/54
7/31/2019 eBT POS Manual
16/54
Page 15 of53
eBTPoint of Sales
4. Select the Item from the list.
7/31/2019 eBT POS Manual
17/54
Page 16 of53
eBTPoint of Sales
5. Click OK button.
7/31/2019 eBT POS Manual
18/54
Page 17 of53
eBTPoint of Sales
6. EnterQuantity, as shown on figure below.
7/31/2019 eBT POS Manual
19/54
Page 18 of53
eBTPoint of Sales
7. Enter Discount % or Discount amount per Item in Disc % and Discount field respectively.
7/31/2019 eBT POS Manual
20/54
Page 19 of53
eBTPoint of Sales
8. Click Add.
7/31/2019 eBT POS Manual
21/54
Page 20 of53
eBTPoint of Sales
Delete Item
9. To delete an Item, double click the line for deletion.
7/31/2019 eBT POS Manual
22/54
Page 21 of53
eBTPoint of Sales
10. Click Delete.
7/31/2019 eBT POS Manual
23/54
Page22
of53
eBTPoint of Sales
Update Item
11. To update an item, i.e. increase the quantity, double click the line for update.
7/31/2019 eBT POS Manual
24/54
Page23
of53
eBTPoint of Sales
12. Enter correct data, i.e. increase the quantity.
7/31/2019 eBT POS Manual
25/54
Page24
of53
eBTPoint of Sales
13. Click Update.
7/31/2019 eBT POS Manual
26/54
Page25
of53
eBTPoint of Sales
Accept Payment
14. To process payment, press F4 or click F4 Payment button.
7/31/2019 eBT POS Manual
27/54
Page26
of53
eBTPoint of Sales
15. Select type of Payment(s)Cash, Check, Credit Card, Bank Transfer, or Others
16. ForCash payment, enter the cash amount received in the Amount field.
7/31/2019 eBT POS Manual
28/54
Page27
of53
eBTPoint of Sales
17. ForCheck Payment, enter the Check Date, Bank, Check No, and Amount.
7/31/2019 eBT POS Manual
29/54
Page28
of53
eBTPoint of Sales
18. ForCredit Card Payment, enter the Credit Card, Credit Card No, Name on Credit Card, Expiry Date (mm/yy),
Approval No., and Amount.
7/31/2019 eBT POS Manual
30/54
Page29
of53
eBTPoint of Sales
19. ForBank Transfer Payment, enter the Bank Transfer Reference No, Bank, Bank Account No, and Amount.
7/31/2019 eBT POS Manual
31/54
Page30
of53
eBTPoint of Sales
20. ForOther Payment, select the Cash Card Name, Reference No., and the Amount.
7/31/2019 eBT POS Manual
32/54
Page31
of53
eBTPoint of Sales
21. Press F10 or click F10 Accept Payment to save the payments.
7/31/2019 eBT POS Manual
33/54
Page32
of53
eBTPoint of Sales
22. A pop-up message will appear, click Cancel to enter the OR No or click OK to continue without entering.
7/31/2019 eBT POS Manual
34/54
Page 33 of53
eBTPoint of Sales
23. IfCancel, enter the OR No in OR No field.
7/31/2019 eBT POS Manual
35/54
Page 34 of53
eBTPoint of Sales
24. Then press F10 or click F10 Save.
Note: As long as the transaction has not been saved yet, Items can still be edited as well as the Payment types/amount.
7/31/2019 eBT POS Manual
36/54
Page 35 of53
eBTPoint of Sales
25. To enter a new transaction, cl ick New button.
7/31/2019 eBT POS Manual
37/54
Page 36 of53
eBTPoint of Sales
Return Transaction
1. To start the Return transaction, click Return button as shown in below figure. Make sure that the label will change
toTotal Sales Return.
7/31/2019 eBT POS Manual
38/54
Page 37 of53
eBTPoint of Sales
2. Enter the item, quantity, and the discount given based on the receipt provided by the customer. Lets return the
sample transaction above.
7/31/2019 eBT POS Manual
39/54
Page 38 of53
eBTPoint of Sales
3. Select the type of payment to issue to the customer and enter the amount. The process is the same with the
normal sales transaction, refer to Accept Payment section.
7/31/2019 eBT POS Manual
40/54
Page 39 of53
eBTPoint of Sales
4. Then press F10 or click F10 Save.
7/31/2019 eBT POS Manual
41/54
7/31/2019 eBT POS Manual
42/54
Page 41 of53
eBTPoint of Sales
Replace Transaction
1. To start the Replace transaction, click Sales button as shown in below figure. Make sure that the label will changetoTotal Sales.
2. Enter the item to be replaced.
3. Quantity of the item to be replaced should be entered as negative.
4. Enter the given discounts based on the receipt provided by the customer.
5. Enter the items to issue.
7/31/2019 eBT POS Manual
43/54
Page 42 of53
eBTPoint of Sales
Replace with Item of Higher Amount
6. Enter the payment type and the amount of payment received.
7/31/2019 eBT POS Manual
44/54
Page 43 of53
eBTPoint of Sales
Replace with Item of Lower Amount
1. Enter the item to be replaced.
2. Quantity of the item to be replaced should be entered as negative.
3. Enter the given discounts based on the receipt provided by the customer.
4. Enter the items to issue.
7/31/2019 eBT POS Manual
45/54
Page 44 of53
eBTPoint of Sales
5. System does not accept outgoing payments for replacement transaction. The amount of the item that will be issued
to customer must be equal or higher than the item to be replaced.
6. An error will arise if you will try to pay the customer.
7/31/2019 eBT POS Manual
46/54
Page 45 of53
eBTPoint of Sales
7. For this scenario, click payment type Others
8. Select Other Income in CashCardName, ReferenceNo, and Amount.
9. POS will now accept the saving of the document.
7/31/2019 eBT POS Manual
47/54
Page 46 of53
eBTPoint of Sales
Close Register
1. Click on SALES to enter to the POS transaction screen.
2. Enter quantity of Bills / Coins. Check if Total is equal with the actual amount on hand.
BT P i f S l
7/31/2019 eBT POS Manual
48/54
Page 47 of53
eBTPoint of Sales
3. Check also if the Amount per Payment Means tallies with the actual transactions.
4. Make sure also that there is no Cash Variance when closing the POS Registers.
Ending Drawer = Starting Drawer + Total Sales
Cash Variance = Total Amount of Bills/ Coin Ending Drawer
BT P i f S l
7/31/2019 eBT POS Manual
49/54
Page 48 of53
eBTPoint of Sales
5. Click Close Register.
BT P i t f S l
7/31/2019 eBT POS Manual
50/54
Page 49 of53
eBTPoint of Sales
6. Click OK to continue orCancel to go back to previous screen.
BT P i t f S l
7/31/2019 eBT POS Manual
51/54
Page 50 of53
eBTPoint of Sales
Posting Sales to Head Office Server
After closing the register, user can now post the transactions to Head Office as Cash Sales.
Note: Before posting, all transactions will go to Undisposed Cash account, then after posting they will then be posted as Cash
Sales of the branch then will be posted as Cash on Hand account.
1. Click on User Forms > User Programs > POS Transaction Posting.
2. Click Post and these will update the Cash Sales of the Branch and HO.
BT P i t f S l
7/31/2019 eBT POS Manual
52/54
Page 51 of53
eBTPoint of Sales
Bank Deposit
1. Click on Banking > Bank Deposit > Bank Deposit Entry.
2. EnterDeposit Date, Bank, and BankAccountNo.
BT P i t f S l
7/31/2019 eBT POS Manual
53/54
Page 52 of53
eBTPoint of Sales
3. Click the check boxes that correspond to the sales that you are going to deposit.
4. Enter the total amount to be deposited in the Deposited Amount.
5. Click Add.
Note: Cash, Check, and Credit Cards cannot be deposited at the same time.
eBT Point of Sales
7/31/2019 eBT POS Manual
54/54
Page 53 of53
eBTPoint of Sales
6. Click OKto continue and Cancel to go back to the previous screen.