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Getting Started With

SellerDeck EPOS

Includes SellerDeck EPOS Link

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translated, or reduced to any electronic medium or machine-readable form, in whole or in part, without the prior

written consent of SellerDeck Ltd.

SellerDeck is a registered trademark of SellerDeck Ltd

Windows is a registered trademark of Microsoft Corporation in the United States and other countries.

Epson is a registered trademark of the SEIKO Epson Corporation.

Other parties' trademarks or service marks are the property of their respective owners and should be treated as such.

SellerDeck Ltd

Globe House

Lavender Park Road

West Byfleet

Surrey KT14 6ND

United Kingdom

http://www.sellerdeck.co.uk/

+44( 0)845 129 4888

Table of Contents

Introduction .................................................................................................... 1

Conventions ............................................................................................................................ 1

Installation ...................................................................................................... 2

Installation of SellerDeck EPOS ............................................................................................... 2

Installing the Software from CD ............................................................................... 2

Installing the Software from a Download ................................................................ 2

General Installation Notes ....................................................................................... 2

Windows Vista Users ................................................................................................ 3

Important Notes for Barcode Scanners .................................................................................. 3

The Main Help File .................................................................................................................. 4

Creating the Product File ............................................................................... 6

Adding Categories ................................................................................................................... 6

Adding Suppliers ..................................................................................................................... 6

Adding Products ...................................................................................................................... 7

Using the Product Lookup..................................................................................................... 10

Adding an Additional Barcode to an Existing Product .......................................................... 10

Deleting a Product ................................................................................................................ 11

Importing Products ............................................................................................................... 11

Adding Epos Users ...................................................................................... 11

Adding a Sales User ............................................................................................................... 12

Changing User Codes ............................................................................................................ 13

The Sales Screen ......................................................................................... 14

Making a Simple Sale ............................................................................................................ 14

The Sales Menu ..................................................................................................................... 15

Multiple Quantities of the Same Product ............................................................................. 16

Changing the Price of an Item............................................................................................... 16

Completing a Refund ............................................................................................................ 17

Parking a Sale ........................................................................................................................ 18

Saving the Transaction ........................................................................................... 18

Recalling the Transaction ....................................................................................... 19

Checking the Takings ............................................................................................................ 19

Printing the Takings and Clearing the Totals ........................................................................ 20

The Setup Menu ........................................................................................... 20

Initial Setup ........................................................................................................................... 20

Providing Information to the Customer................................................................................ 21

Providing Receipts .................................................................................................. 21

Using the Customer Pole Display ........................................................................... 21

Setting Up Sales Screen Buttons ........................................................................................... 22

Setting Up Buttons for Categories .......................................................................... 22

Assigning a Sales Screen Button to a Product ........................................................ 23

Amending Tender Types ....................................................................................................... 24

Notes about Chip and Pin ..................................................................................................... 25

Tax......................................................................................................................................... 25

Special Offers ............................................................................................... 26

Quantity Discounts ............................................................................................................... 26

Multibuy Promotions ............................................................................................................ 27

Fixed Price Promotions ......................................................................................................... 28

Individual Product Promotions ............................................................................................. 30

Stock Control and Ordering ........................................................................ 30

Assigning Stock Quantities to Products ................................................................................ 31

Creating the Order – Stock Replenishment .......................................................................... 31

Receiving the Goods ............................................................................................................. 32

Manual Ordering ................................................................................................................... 33

Regular Customers ...................................................................................... 35

Adding a New Customer ....................................................................................................... 35

Selling to a Regular Customer ............................................................................................... 35

Making a Payment into a Customer Account ....................................................................... 36

Reports .......................................................................................................... 38

Reports in SellerDeck EPOS................................................................................................... 38

Backing Up Your Data .................................................................................. 40

Creating a Backup ................................................................................................................. 40

Restoring from a Previous Backup ........................................................................................ 40

Integration with SellerDeck Business ........................................................ 42

SellerDeck EPOS Link Introduction ....................................................................................... 42

SellerDeck EPOS Link Configuration...................................................................................... 43

Using EPOS Link in Multi-User Mode ..................................................................... 45

Transferring Products to SellerDeck EPOS ............................................................................ 45

Prices & Tax Codes ................................................................................................. 47

Using SellerDeck EPOS Link Day-To-Day ............................................................................... 49

Updating Stock Levels ............................................................................................ 49

Updating Prices from SellerDeck EPOS .................................................................. 49

Updating SellerDeck EPOS with New and Changed Products ................................ 49

Transferring Completed Orders ............................................................................. 49

Exporting Products from SellerDeck EPOS ............................................................................ 49

Overview ................................................................................................................ 49

Preparing your Data for Transfer ........................................................................... 49

Creating the Export File .......................................................................................... 51

Importing the Data into SellerDeck Business/Designer ......................................... 52

Importing and Viewing Orders from SellerDeck Business .................................................... 53

Importing Orders into EPOS ................................................................................... 53

Viewing Orders in EPOS .......................................................................................... 54

Appendix 1 – Making a Sale ........................................................................ 56

Appendix 2 – Troubleshooting .................................................................... 57

Getting Started With SellerDeck EPOS 1

Introduction

SellerDeck EPOS is a PC based piece of software that can run on a standard PC as well as touch screen

tills recommend for SellerDeck EPOS. SellerDeck EPOS brings EPOS –

Electronic Point Of Sale to your store. The system allows you to scan products at the point of sale with

a barcode reader, reducing queuing time for your customers and helping to reduce stock entry errors.

SellerDeck EPOS is fully compatible with Epson Opos, meaning you can add devices such as Opos

compatible receipt printers and customer pole displays.

SellerDeck EPOS employs expandable architecture, so you can start from one store with one till, add

further tills across a network if the need arises, and you can manage your EPOS system through a

dedicated Head Office should this be required.

SellerDeck EPOS can be used with a standard PC keyboard or with a EPOS keyboard recommended for

SellerDeck EPOS.

Full stock monitoring is provided with the ability to set minimum stock quantities to make placing

purchase orders with your suppliers easier and less time consuming.

This guide provides exercises and examples for using SellerDeck EPOS and gaining familiarity with its

main features. Where this guide does not describe a feature in depth, a reference will be given to a

section in the main help file.

Note: If you are using a touch screen till, it is strongly recommended that you purchase a USB

keyboard and mouse, otherwise you will not be able to configure the till.

Conventions In this guide the following conventions will be used:

• Keyboard commands will be shown in square brackets: [Enter], [Ctrl+X].

• Buttons/tabs/menu options in the program will be shown in single quotes: 'OK', 'Save',

'Close'.

• Successive directions will be separated by a vertical bar: For instance, clicking on the

'Setup' menu, then selecting 'Options' and then selecting the 'Sales Buttons' tab is

shown as: 'Setup | Options | Sales Buttons'.


Installation

Installation of SellerDeck EPOS

Installing the Software from CD

1. Place the SellerDeck EPOS installation CD in your CD drive.

2. It should automatically run. If it does not, you will need to:

• Click the 'Start' button in Windows taskbar and go to 'Run'.

• Click 'Browse' and then go to 'D:' (where D: is your CD drive).

• Select 'setup.exe' and double click.

Now follow the procedure described in 'General Installation Notes'.

Installing the Software from a Download

1. Locate the 'SellerDeck_Epos_xxxx.exe' file that has been downloaded and double click on it,

(where 'xxxx' is the version number of the software).

2. The 'Winzip self extraction utility' will start.

3. Click 'Unzip' and the setup process will commence.

Now follow the procedure described in 'General Installation Notes'.

General Installation Notes Running the setup file will start the 'Installation Wizard' that will guide you through the setup process.

Tick the 'Install EPOS Link' checkbox if you wish to connect SellerDeck EPOS to SellerDeck Ecommerce.

It is strongly recommended that you leave the 'Access Runtime 2002' checkbox ticked during the

installation.

It is possible to achieve a perfectly satisfactory installation by accepting all the default settings

suggested to you. Click 'Next' to take you from screen to screen, click 'Back' to take you to the

previous screen and click 'Cancel' to abort the installation process.

During the installation, the 'Epson Opos' software, which is used to drive any Opos compatible

hardware, which includes receipt printers, customer pole displays etc will be installed.

The OPOS installation phase is automatic, and will install the required drivers for SellerDeck EPOS.

If you chose to install EPOS Link, you should check the 'Start EPOS Link' checkbox when prompted. If

you do not, you will need to restart the computer in order to start Link.

Note: If you install OPOS devices other than the recommended hardware for SellerDeck


EPOS then you will need to go into the OPOS program via the 'Programs' menu in

Windows. Be sure to use an 'LDN' (Logical Device Name) of 'unit1' when adding peripherals via the

'Opos' software. If devices are installed without 'LDN's' then SellerDeck EPOS will not recognise them.

For more information, go to 'Help | Help Topics' within the Opos application. Only Epson Opos

compatible hardware is supported.

If a touch screen till is used without a CD drive, the installation files will need to be copied from the CD

to a USB drive or similar. The setup.exe file can then be run from the external drive.

Windows Vista Users Users of Windows Vista will need to deactivate 'User Account Control' (UAC) in order to install and

run SellerDeck EPOS. To do this go to the 'Control Panel' in Windows, select 'User Accounts' and

select 'Turn User Account Control on or off'. Note that the system will need to be restarted for the

changes to be made.

Important Notes for Barcode Scanners If you plan to use a barcode scanner, make sure you purchase a 'Keyboard Wedge' type as opposed to

a Serial type. A 'Keyboard Wedge USB Scanner' is recommended for use with SellerDeck EPOS.

Starting SellerDeck EPOS

To start SellerDeck EPOS, double-click on the 'SellerDeck EPOS' icon on your desktop.

If you are evaluating SellerDeck EPOS, you will be able to use the software for 30 days before being

required to purchase a licence.

To licence SellerDeck EPOS, a hardware 'Dongle' must be purchased. Two types of 'Dongle' are

available, a 'Parallel port' model and a 'USB' version. Be sure to state the correct 'Dongle' type when

ordering a licence. The 'Dongle' must be inserted into the PC in order for SellerDeck EPOS to function

once the evaluation period has expired.

When you start SellerDeck EPOS, you will see a screen similar to the one below:


Note: The 'Head Office' button will be grayed out as this functionality if you are using the

'Solo' version or if you are evaluating the software.

SellerDeck EPOS is best displayed in a 800x600 screen resolution. This can be achieved by right-clicking

on the windows desktop, selecting 'Properties and then 'Settings'.

You will not be able to access any parts of the system until you logon. To login to the system for the

first time, use '1234' (without the ').

You will now see the 'Main Menu' with buttons to other areas such as the 'Sales Screen' and 'Supplier'

windows. Note that these areas of the system can also be reached by using the drop down menus at

the top of the screen.

Note: If you plan to leave the till unattended, always remember to press the 'Log Off' button to return

to the login screen.

The Main Help File SellerDeck EPOS's Main Help contains pages of in-depth information on all areas of the application,

together with appropriate links to additional information in other chapters. To access the Help Topics,

go to 'Help | Contents and Index'.



Creating the Product File

The following exercises will take you through adding Suppliers, Product Categories and Products to

your 'Product File'.

Adding Categories

Product Categories separate the 'Product File' for reporting purposes and make the 'Product File' easier

to manage. This exercise will create a new category and a sub category.

1. Go to 'Setup | Options' and make sure the 'Categories' tab is selected.

2. Click in a blank row in the 'Categories' field. Enter 'Snacks' into the 'Categories' field. Click into

the 'Notes field and enter 'Snacks Category'.

3. Click the small '+' to the left of the 'Snacks' category you have just entered, a small window

will appear. Enter 'Crisps' into the 'Category 1' field and 'Crisps Category' into the 'Notes' field.

4. Click 'Close'. The changes will be automatically saved to the database and you will be returned

to the 'Main Menu'.

Adding Suppliers The 'Suppliers' form is used to store details of your suppliers. This exercise will create a new supplier.


1. Make sure you are on the 'Main Menu' screen, click on the 'Suppliers' button or go to 'Product

File | Suppliers'. The 'Suppliers…' window will appear.

2. Click on the 'Add' button, the 'Add a New Supplier' window will appear.

3. Enter 'Acme' into the 'Supplier ID' field.

4. Enter 'Acme Snacks Company' into the 'Name' field.

5. Add '1001' into the 'AccountNumber' field.

6. For the 'Street', 'Region', 'City', 'County', 'Postcode', and 'Phone' fields you can enter

anything you like.

7. Click into the 'Payment Terms' field and use the drop down menu to select '30 days' 8. Click

within the 'Payment Method' field and use the drop down to select 'Cheque'.

9. Click 'OK' to save the changes.

10. Click 'Close' on the 'Suppliers…' window to return to the 'Main Menu'.

Adding Products The product screen is used for adding new product details into the till as well as viewing and

amending existing products. In this exercise a new product will be created and will be assigned to the

categories and supplier that we created earlier.

Note: It is possible to transfer products from the SellerDeck Business ecommerce package. See the

main help in SellerDeck Business for more information.

1. From the 'Main Menu', click on the 'Products' button or go to 'Product File | Product File'. The

'Product File…' window will appear.

2. Click the 'Add' button, the 'Add a New Product…' window will appear.

3. In the 'Product Code' field, enter 'CrispSV'.

4. In the 'Description' field enter 'Salt & Vinegar Crisps'.

5. Uncheck the 'Button Item' field, these will be dealt with later.


6. Click within the 'Barcode' field, remove any characters that may be there, and then scan any

item with a barcode. This field will now be populated with the barcode. If you do not have a

barcode reader, enter the number '1111'. Leave the 'Stock Shift Quantity' as '1'.

Note: It is possible to enter products without bar codes. Rather than scanning a barcode into the 'Bar

Code' field it is possible to use the keyboard to enter a unique code for your product.

7. For the 'Category' drop down, select 'Snacks' and for the 'Category 1' field, select 'Crisps'.

8. Use the 'Supplier' drop down to select 'Acme Snacks Company'.

9. In the 'Supplier Code' field, enter '12345'. The 'Supplier Code' can be used if the supplier uses

a different 'Product Code' to you.

10. Enter a 'Pack Qnty' of '24'. This means the crisps are supplied in boxes of 24.

11. Enter a 'Pack Cost' of '5.00'.

12. Leave the 'Sales Tax Code' as 'S' and leave the 'Sell Price Includes Sales Tax' ticked.

13. Enter a 'Sell Price' of '0.50'.

14. Enter '20' into the 'Opening Stock' field.

15. Click 'OK' to save the product to the database and to return to the 'Product File…' window.

16. Add another four products using the details in the following tables. Only the fields mentioned

need to be filled in, the others can be left as they are. Remember to click the 'Add' button to

open the 'Add a New Product' window for each new product you add.

Product 1

Product Code Sand1


Description Chicken Sandwich

Barcode Either scan a different product, or enter a

unique code manually, e.g. 53

Sell Price 1.99

Opening Stock 20

Product 2

Product Code SD1

Description Soft Drink



Sell Price 1.29

Opening Stock 20

Product 3

Product Code CrispRS

Description Ready Salted Crisps



Sell Price 0.50

Opening Stock 20

Product 4

Product Code CrispBC

Description Bacon Crisps



Sell Price 0.50

Opening Stock 20

Note: You can use the 'Sales Tax Code' field to select the correct tax treatment for the product being

entered.


Using the Product Lookup The 'lookup' button on the 'Product File…' window is used to search for products stored within the

product file. You can enter complete product names, partial product names or product code numbers.

1. Go to 'Product File | Product File' then click on the 'lookup' button to display the 'Lookup

Product…' window.

2. In the 'Search for…' box enter 'Salt' (without the '') and click 'Lookup'.

3. If you have followed the 'Adding Products' section on page 7 then you should see the 'Ready

Salted' and 'Salt & Vinegar' crisp products.

4. You can access the product details of the 'Salt & Vinegar crisps' by highlighting it in the list and

clicking 'OK'.

Note: You can also search for just product code numbers. Simply tick the 'Code' checkbox on the

'Lookup Product' form and enter the code you want to find.

Your search string can only contain letters and numbers, characters such as & and % cannot be used.

Adding an Additional Barcode to an Existing Product From time to time bar codes may change, or perhaps your supplier will run a promotion offering 20%

free on a particular line – it is not unusual for these promotional products to have different bar codes

to the original item. In this exercise an additional barcode will be added to the 'Bacon Crisps' product.

1. Make sure you are in the 'Product File...' window and use the 'lookup' to locate the 'Bacon

crisps' product – search for 'Bacon'.

2. Once the 'Bacon Crisps ' appear in the 'Product File...' window, click the 'Add Barcode' button.

The 'Add New Barcode' window will appear.

3. Either scan or enter a unique number into the 'Barcode' field.


4. Enter '0.50' into the 'Region 1' field.

5. Click 'OK' to save the changes to the database.

Deleting a Product On occasions you may wish to delete a product if it is no longer stocked in store.

1. Make sure you are in the 'Product File...' screen and use the 'lookup' button to search for the

'Bacon Crisps' – use the word 'Bacon' in the search (without the ').

2. Once the 'Bacon Crisps' are displayed in the 'Product File' screen, click the 'Delete' button and

click 'Yes' to the 'Delete this Product' warning.

Importing Products It is possible to import a batch of products all in one go from a text file. See the ‘Importing Products’

section within the main help for details.

Adding Epos Users

The following exercises will guide you through adding users to the system. When adding users you

need to think about security. For example would you require a part time Sales Assistant to be able to

carry out refunds without authorisation or to make a petty cash payment?


Adding a Sales User This exercise will guide you through creating a 'Sales User' with limited access to the system, i.e. they

will not be able to carry out refunds without authorisation.

1. Click the 'Users' button on the 'Main Menu', the 'Users…' window will appear.

2. Click on the 'Add' button. The 'Add a New User…' window will appear.

3. Enter a PIN number of '4321' into the 'User Code' field.

4. For the 'User Name' field enter 'Sales Assistant'.

5. For 'User Level' select 'Sales' from the drop down.

6. You can enter whatever you like into the remaining fields.

7. Click 'OK' on the 'Add a New User…' window, and then 'Close' on the 'Users…' window to

return to the 'Main Menu'.

Note: There are four user levels built into the system, these are:

• Sales User

• Supervisor

• Manager

• SuperUser

To setup a user with 'Supervisor' privileges would be the same as the exercise above, except

you would select 'Supervisor' from the 'User Level' drop down in the 'Add a New User' window.

The level of access to the system that each of these 'User Levels' has available to them in set in the

'Setup | System Security' menu if you want to override the defaults.


Changing User Codes From time to time, it may be necessary to change PIN numbers if they become discovered or if a

member of staff forgets their number.

Note: It is recommended that the user codes are not changed until this guide is completed. Failure to

observe this may result in confusion when following the exercises.

1. Click the 'Users' button on the 'Main Menu.

2. Highlight the user '1234' on the left.

3. Change the 'User Code' to be whatever you want.

Note: It is very important that you do not forget the 'SuperUser' PIN, else you will not be able to

access any of the till setup features.


The Sales Screen

The 'Sales Screen' is probably where you or your cashiers will spend most of their time in

SellerDeck EPOS. It can be operated with a standard PC or EPOS keyboard. The 'Sales Screen' is also

fully Touch Screen compatible so it can be used with Touch Screen Tills that are recommended for

use with SellerDeck EPOS.

Making a Simple Sale In this section, you will complete a simple sale.

1. If you are logged in, select the 'Log off' button on the 'Main Menu'.

2. Enter the number '4321' into the 'System Logon' window. This will log you in as the user you

created earlier. If a mistake is made when entering the number, simply click the 'Cancel'

button. SellerDeck EPOS will then clear the field and you can reenter the PIN number.

3. The 'Main Menu' will now appear, click on the 'Sales' button to enter the 'Sales Screen'.

4. Scan the product that you used to enter the crisps earlier. If you do not have a scanner, enter

'1111'. The 'Salt & Vinegar Crisps' will appear.

Note: If you make a mistake when entering the product code, you will be displayed a red screen. To

clear the 'RedScreen' either press [F10] or select the 'Menu' button, then choose 'Cancel - RedScreen'

from the list and select 'OK'. You can then re-enter the item.


5. Select the 'Pay' button, the 'Tender…' window will appear.

6. Select 'Cash', then enter an amount of '10.00'.

7. The system will then display '9.50' as the amount of change to give to the customer. If you

have a cash drawer installed, this will open.

Note: To sell multiple products, i.e. a bag of crisps and a drink, simply scan them (or enter their code

numbers), one after each other, and when you have finished select 'Tender'. It is also possible to split

the total between multiple 'Tender Types'. To do this select one of the tender options, i.e. 'Card' then

enter the amount for this Tender, select the next 'Tender' type, and repeat the process until the total

amount for the sale has been collected.

If you intend to leave the till, it is worth clicking the 'Log Off' button to return to the 'Login' screen.

Also note that whilst you are in the sales screen, you cannot access the menu items across the top of

the SellerDeck EPOS window.

The Sales Menu The 'Menu' button on the 'Sales Screen' provides access to some of the more advanced features that

are available. The 'Sales Menu' can also be activated by pressing 'F10' on a keyboard.

A list of the more common features within the 'Sales Menu' is provided below:

• Cancel 'Redscreen' – by default the system will display a 'Redscreen' if an unrecognised

product code is entered. It prevents the sales from being completed until the 'Redscreen' has

been cancelled.


• Change Price of an Item – This allows a user to override the price of a product, for example if

the packaging is damaged. By default a 'Sales User' would need a 'Supervisor' or 'Manager' to

enter their PIN to activate this feature.

• X Read and Z Reads – These functions allow you to display or print a total for the takings up

until the point you take the read. The Z read also allows you to reset the totals to zero.

The following exercises demonstrate some of the items within the 'Sales Menu'.

Multiple Quantities of the Same Product Sometimes a customer may want more than one of the same product. In this exercise you will learn

how to achieve this without having to scan the same product multiple times.

1. Make sure you are in the 'Sales Screen'.

2. As before in the 'Making a Simple Sale' section scan or enter the code of the 'Salt & Vinegar

Crisps'.

3. Select the 'Qnty' button. The 'Change Quantity…' window will appear.

4. Enter a quantity of '10' into the 'Qnty' field and select 'OK'. You should now see 10 bags of

crisps totalling £5.00.

5. You can complete the sale by selecting 'Pay' and then choosing a 'Tender Type' of your choice.

Changing the Price of an Item In this exercise, you will change the price of an item that has been entered during a transaction. This

could be used when a product has damaged packaging for example.

1. If you are logged onto the system, log off then login as the sales user you created in the

'Adding a Sales User' section on page 12. If you followed the exercise to the letter, the PIN

will be '4321'.

2. Click the 'Sales' button to enter the 'Sales Screen'.

3. Scan or enter the 'Salt & Vinegar Crisps' product. Then enter this again so that there are two

items in the transaction.


4. Select the 'Menu' button, the 'Sales Options…' window will appear.

5. Select the 'Change Price of an Item' option and select 'OK'.

6. The 'Login Screen' will appear asking for authorisation.

7. Enter the code '1234', the 'Change Price of an Item', will appear with the two bags of crisps

showing.

8. Highlight one of the lines by using the cursor keys (↑↓) and enter '0.25' into the 'New Price'

field, and click 'OK' to return to the 'Sales Screen'. The sale can now be completed as normal.

Completing a Refund This exercise will demonstrate how to carry out a refund with SellerDeck EPOS.

1. If you are logged onto the system, log off then login as '4321' - the sales user you created in

the 'Adding a Sales User' section on page 12.

2. Select the 'Sales' button to enter the 'Sales Screen'.

3. Enter the 'Sales Menu' by either pressing 'F10' or clicking the 'Menu' button.


4. Select the 'Refund' button, the 'Login Screen' will appear requesting authorisation.

5. Enter the code of '1234', a 'Refund Next Item' warning will appear. Select 'Yes' to this.

6. Scan the 'Salt & Vinegar Crisps' product.

7. Select 'Pay', to display the 'Tender…' window.

8. Select 'Cash', then select 'Complete' to process the refund.

Note: By default, if you login as a 'SuperUser' you will not need to enter an authorisation code.

Parking a Sale SellerDeck EPOS allows you to save the details of a transaction and recall them later. This would be

useful if say your customer forgets an item and needs to go back and get it. You can serve the next

customer in line and recall that transaction at a later time.

Saving the Transaction

1. Login as the 'SuperUser' – code '1234'. Scan or enter a few items into the 'Sales Screen'.

2. Select the 'Menu' button to display the 'Sales Options' window.

3. Select 'Park Sale' and select 'OK'. The 'Park Sale Manager…' will appear..

4. Select the 'Park' button. SellerDeck EPOS will automatically assign an ID to the transaction,

select 'OK' to this.

5. Select 'Close' on the 'Park Sale Manager…'


6. You can then make another sale, completely independent from the one you have just parked,

if you so wished.

Recalling the Transaction

1. On a blank 'Sales Screen', one with no transactions showing, select the 'Menu' button to bring

up the 'Sales Options' menu.

2. Highlight the 'Park Sale' option and select 'OK' to display the 'Park Sale Manager' with the

transaction you saved earlier.

3. Highlight the transaction, and select 'Recall'.

4. The parked transaction is now displayed in the 'Sales Screen' and you can carry on as if a

normal sale.

Checking the Takings Throughout the day you may want to keep an eye on your till takings. This exercise demonstrates how

this is achieved.

1. Log onto the system as the 'SuperUser', by default this is '1234'.

2. Enter the 'Sales Screen' window by clicking the 'Sales' button.

3. Select the 'Menu' button or press [F10] to display the 'Sales Options…' window.

4. From the list select 'X Read' and select 'OK' to display the 'X Read…' window.

5. If you have a receipt printer attached, click 'Print' on the 'X Read window' to produce a hard

copy.


Printing the Takings and Clearing the Totals Clearing the totals is not dissimilar to the exercise above. The only difference is rather than selecting 'X

Read' from the 'Sales Options' window, select 'Z Read'. You can then click the 'Print' button to print the

totals, and you can select the 'Reset' button to reset the totals. If you need to take out the cash

drawer, select the 'Cash Drawer' button to open the drawer.

The Setup Menu

The 'Setup' menu is where you configure aspects of the till. The areas include:

• Adding and configuring users.

• Adding your company address details so they appear on printed receipts and purchase orders.

• Setting up 'Sales Screen Buttons'.

• Deciding what 'Tender Types' you wish to accept.

Note: All of the following exercises in this section require you to be logged in as the 'SuperUser' – login

code '1234'.

Initial Setup If you are still in the 'Sales Screen', click the 'Close' button to return to return to the 'Main Menu'. Go to

'Setup | This Till' and select the 'Till Setup' tab. This is where you enter details such as the amount of

float carried and the 'Denominations' that you want displayed on the 'Tender' screen.

It is possible to put the Till in training mode by checking the 'Training Mode' box. This feature is useful

for training new operators.

If you want the till to ask for a price when an item with a zero price is entered, check the 'Demand Price

if Retail is 0.00'.


Providing Information to the Customer With SellerDeck Epos you can print either to a standard PC printer or to a thermal receipt printer. You

can also have the option of displaying product and price details to the customer through the use of a

customer pole display.

Go to 'Setup | This Till' and make sure the 'Printing' tab is selected. If you have a receipt printer, a pole

display and/or a cash drawer make sure that 'Epson Opos Available' is checked.

Providing Receipts If you want SellerDeck EPOS to automatically print a receipt each time a sale is made, then make sure

'Printing On' is checked. If this is not checked, an operator can still produce a receipt by hitting 'F5' on a

PC keyboard or 'Print' on an EPOS keyboard.

Note: If you do not want SellerDeck EPOS to print a receipt without prompting the operator each time

a sale is completed, uncheck 'A4 Invoice Printing On'.

Also remember to fill in your company address details. You may wish to change the 'Receipt /Invoice

Message Top' and 'Receipt /Invoice Message Bottom' fields to suit your needs, i.e. you may want to

mention any forthcoming promotions you may have.

Note: The address details will also appear on purchase orders.

Using the Customer Pole Display If you are using an 'Epson Opos' compatible pole display, go to 'Setup | This Till | Till Setup' and

ensure 'Customer Display Active' is checked. You may also want to change the 'Message Field'. This

message will scroll across the pole display when the till is not in use.


Setting Up Sales Screen Buttons 'Sales Screen Buttons' can be used to speed up the sales process. They are also useful for

environments for where a scanner may not be in use, i.e. a bar or restaurant. It is possible to have a

list of 'Categories' into which the product buttons will reside. For example, you may want a category

button called (snacks), and when that button is pressed, the operator will see buttons for all the

crisps you have available to sell.

Setting Up Buttons for Categories

1. Go to 'Setup | Options'. The 'Setup Options' window will appear. Select the 'Sales Buttons'

tab.

2. In the second row of the table, (this is the one with the 'ButtonNo' set as '2' ), tick the 'Active'

checkbox.

3. Change the 'Function' drop down to read 'Category'.

4. In both the 'Description' and 'ButtonText' fields enter 'Snacks'.

5. Leave the 'BarCode' field as '2'.

6. In the 'Category' drop down select 'Snacks'.

7. Select 'Light Green' from the 'Back Colour' drop down, (you will need to scroll along the

window to see this).


8. Leave all other fields as they are and click 'Close'.

Assigning a Sales Screen Button to a Product This exercise will assign our 'Salt & Vinegar Crisps' product a button and will place it into the 'Snacks'

Category button we created above.

1. Make sure you are in the 'Main Menu' and select the 'Products' button. The 'Products File…'

window will now appear.

2. Use the 'lookup' to locate the 'Salt & Vinegar Crisps' product – search for 'Vinegar'.

3. Check the 'Button Item' checkbox and enter 'Salt & Vinegar Crisps' into the 'Button Text' field.

You can click the small grey square next to the 'Button Text' field to preview your new button

if you wish.

4. Click 'Close' to return to the 'Main Menu'

You can test out your new buttons by going to the 'Sales' screen., then clicking on the 'Snacks' button

and then the 'Salt & Vinegar Crisps' button to add the product to the transaction.


Amending Tender Types SellerDeck EPOS is preinstalled with a selection of 'Tender Types' that appear within the 'Tender

Screen' when taking a payment from a sale. These can be deactivated if not required. There are two

spare 'Tender Types' than can be amended for your own use.

Go to 'Setup | Options | Tender Types'. If you do want to disable a particular 'Tender Type', uncheck

the 'Active' field within the row that contains the 'Tender Type' you want to make inoperative.

If you want to change the wording on the 'Tender Screen' for any of the 'Tender Types', change the

wording in the 'Button Text' field.


Note: Try to keep the text in the 'Button Text' field short, else it may not display correctly on the

button.

Notes about Chip and Pin SellerDeck EPOS is compatible with 'Chip and Pin' services, please see the Chip and Pin guide which is

available for download at http://community.sellerdeck.com/showthread.php?t=51548 for more

information.

Tax The tax codes that are used by SellerDeck EPOS can be located in 'Setup | Options | Accounting'. You

should not need to amend these for selling in the UK.


Special Offers

With SellerDeck EPOS it is possible to give a range of discounts on the items that you sell, hopefully

encouraging your customers to spend more with you.

To complete the exercises within this section, login as the 'SuperUser', - PIN '1234'.

Quantity Discounts 'Quantity Discounts' are used when you want to offer 'Buy 3 bags of Salt & Vinegar crisps for £1' for

example.

1. Go to 'Product File | Promotions' and click 'Add'. Make sure you are not in the 'Product File…'

window prior to doing this.

2. Select 'Quantity Discount' from the drop down list box – not from the large list on the left as

this contains existing discounts that have been created as examples. Also make sure

'Promotion Active' is checked.

3. Go to the 'Promotion Name' field, enter '3 Crisps'. All promotions must have unique names.

4. Select the 'Receipt Text' field, then enter '3 Bags of Crisps for a £1 !'. It is recommended that

you keep the text quite short so it fits on the receipt. 40 characters maximum is the limit.

5. Leave the 'Start Date' and 'End Date' blank. These can be used if you want a promotion to

start and end on a certain date, that way promotions can be set up in advance and you don't

have to worry about forgetting to deactivate them.

6. In the top 'Quantity' field (The one with the '1' to the left of it), enter '3'. In the 'Retail' field

immediately to the right of it, enter '1.00'.

7. Click 'Save' and then 'Close'.

You are now ready to attach items to this promotion.

8. Select the 'Products' button from the 'Main Menu' or select 'Product File | Product File', the

'Product File…' window will appear.


9. Use the 'lookup feature' to locate the 'Salt & Vinegar Crisps' product. The 'Salt & Vinegar

Crisps' details will now appear in the 'Product File…' window.

10. Use the 'Promotion' drop down to select the '3 Crisps' promotion you created earlier.

11. Click 'Save' then 'Close'.

You can now try this promotion by going to the 'Sales Screen' and buying 3 bags of 'Salt & Vinegar

Crisps'. When you select 'Pay', SellerDeck EPOS will show the discount.

When you have tested the promotion, go to 'Product File | Promotions' and delete the '3 Crisps'

promotion by selecting it in the list on the left select the 'Delete' button.

Multibuy Promotions 'Multibuy' promotions are used to give a discount on a range of products, for example 'buy any 2 from

a range of products and get them for £0.89'.

The following exercise will use the 'Ready Salted Crisps' and the 'Salt & Vinegar Crisps', products that

you setup in the 'Adding Products' section of this guide. If you have not done this, it is recommended

you go to page 7 and complete the exercise.

1. Go to 'Product File | Promotions' and select 'Add'. Make sure you are not in the 'Product

File…' window prior to doing this.

2. Select 'Multibuy' from the drop down list box – not from the large list on the left as this

contains existing discounts that have been created as an example.

3. Go to the 'Promotion Name' field, enter 'Save on Crisps'.

4. Enter 'Save on Crisps' into the 'Receipt Text' field.

5. Leave the 'Start Date' and 'End Date' fields blank.

6. In the top 'Quantity' field enter '2', in the 'Retail' field immediately to the right of this, enter

'0.89'.


7. Click 'Save' and then 'Close'.

You are now ready to add the products that will form our 'Multibuy'.

8. Click the 'Products' button on the 'Main Menu', the 'Product File…' window will appear.

9. Use the 'lookup' function to Search for the 'Ready Salted Crisps' product and display that

product in the 'Product File…' window.

10. Use the 'Promotion' drop down to select the 'Save on Crisps' promotion and click 'Save'.

11. You will also need to assign the 'Salt & Vinegar Crisps' product to the promotion too. Use the

'lookup' button to enable you to locate them.

When you have completed the steps, go and buy the 'Multibuy' items to see the discount working

on the till by buying the crisp products.

When you have finished checking the discounts, go to 'Product File | Promotions' and delete the

'Save On Crisps' promotion.

Fixed Price Promotions 'Fixed Priced' promotions are used when you link several products types together as one group. For

instance take a 'Meal Deal'. You would need to buy a sandwich, soft drink and a bag of crisps to take

advantage of the promotion. You may have many different types of sandwiches, soft drinks and

crisps that someone could buy that would trigger the promotion.

This exercise will create a 'Meal Deal' promotion that charges a customer £2.50 when they buy any

sandwich, soft drink and a bag of crisps together.

1. Go to 'Product File | Promotions' and select 'Add'. Make sure you are not in the 'Product

File…' window prior to doing this.


2. Select 'Fixed Price Deal' from the drop down list box.

3. Go to the 'Promotion Name' field and enter 'Meal Deal'.

4. In the 'Item 1' field, enter 'CrispSV' and click 'Set', then click 'OK' on the 'Note' dialogue.

You have to set at least one item as the primary product.

Note: The code that has to be entered into the 'Item 1' field is the 'Product Code' number. Remember

if you don't know the code, you can always use the 'lookup' feature described on page 9.

5. Enter 'Meal Deal' into the 'Receipt Text' field.

6. Leave the 'Start Date' and 'End Date' fields blank.

7. Select '3' in the 'Quantity' drop down and enter '2.50' in the 'Retail' box.

Note: You can have up to five types of item that can be added to the 'Fixed Price' promotion. As we

have '3' types of item – drink, sandwich and crisps then we select '3' in the 'Quantity' box.

8. Click 'Save', then 'Close' and then select the 'Products' button in the 'Main Menu' to

display the 'Product File…' window.

9. Use the 'lookup' to locate the 'Soft Drink' product.

10. In the 'Promotion' field select 'Meal Deal' and for the 'Promotion Item No' select '2' from

the drop down. Then select 'Save'. Group 2 will be all our drinks products.

11. Next locate the 'Ready Salted Crisps' product using the 'lookup' and again select the

'Promotion' to be 'Meal Deal' but select the 'Promotion Item No' to be '1'. Group 1 will

be all our crisp products.


12. Next locate the 'Chicken Sandwich' product using the 'lookup' and again select the

'Promotion' to be 'Meal Deal' but select the 'Promotion Item No' to be '3'. Group 3 will

be all our sandwich products.

13. Click 'Save' and then 'Close'. Now test your promotion by scanning the various items in

the 'Sales Screen'.

Individual Product Promotions From time to time, you may wish to reduce a particular item.

1. Make sure you are in the 'Product File...' window and 'lookup' the 'Salt & Vinegar

Crisps' product.

2. Once the 'Salt & Vinegar Crisps' product is displayed in the 'Product File...' window

enter '0.25' into the 'Promo Price' field and click 'Save' and 'Close'.

Now go to the sales screen and try buying the 'Salt & Vinegar Crisps' product.

Stock Control and Ordering

With SellerDeck EPOS it is possible to monitor your stock and place orders. You can set minimum stock

quantities, which will help you source the correct amount when placing orders with suppliers. Each

time you sell an item, SellerDeck EPOS will automatically decrement the stock

You will need to be logged in as the 'SuperUser' (PIN no 1234) in order to complete the exercises in this

section.


Assigning Stock Quantities to Products 1. Go to 'Product File | Product File' and use the lookup to locate the 'Salt & Vinegar Crisps'

product (code 'CrispSV').

2. Set the 'Minimum Stock level' to '24' and the 'Packs to Reorder' to '0'.

3. Enter a 'Stock Level' of '0' to simulate there being none in stock.

4. Click 'Save' and then 'Close' to return to the 'Main Menu'.

Notes: If you leave the 'Packs to Reorder level at '0', then SellerDeck Epos will try and order stock up to

the level you set in Minimum Stock Quantity. If you have 6 in stock of an item with a 'Minimum Stock

Level' of '7' and a Pack Quantity of '12', then SellerDeck EPOS will order 12.

Creating the Order – Stock Replenishment This exercise will now create an order with the supplier for our 'Salt & Vinegar Crisps' product by using

the 'Stock Replenishment' facility. This is where SellerDeck EPOS analyses the minimum stock

quantities for each product for a chosen supplier and creates orders for products if they have fallen

below their minimum stock quantity.

1. Go to 'Ordering | Ordering' or click the 'Orders' button on the 'Main Menu', the 'Create

Purchase Order…' window will appear.

2. Select 'Acme Snacks Company' from the 'Suppliers' drop down and click on the 'Select Stock

Replenishment' tab.

3. Check the 'Filter by Supplier' checkbox, you will be returned to the 'Header' tab'. You will see

the 'Acme Snacks Company details' still detailed. Switch back to the 'Stock Replenishment'

tab. You should see the 'Salt & Vinegar Crisps' product.

4. Click the 'Select All' button - all the products in that window will now be highlighted.

5. Next select the 'Order Items' button, and click 'OK' on the 'These items have been added to

your order' dialogue.


6. Click the 'Print' button to print and then select 'Purchase Order'. You will see a preview of the

purchase order, with the 'Salt & Vinegar' crisps detailed.

7. Close the preview by clicking the 'x' displayed below.

8. Now click 'Save' to save the order details, click 'Yes' to the 'Save Order' dialogue.

9. Click 'Close' to return to the 'Main Menu'.

Receiving the Goods This exercise will simulate receiving the order and booking in to stock from the order that was created

earlier.

1. Go to 'Ordering | Stock In' or click the 'Stock In' button on the 'Main Menu', the 'Stock In…'

window will appear.

2. Click the 'Orders' button to and click 'Yes' to the 'Warning' dialogue, you should now see your

order.

3. Click the little '+' on the far left of your order to expand it and see the individual line items.

4. Click the 'Book In' button and select 'Yes' to the 'Import' dialogue.

5. The individual order lines will now appear. Place the cursor in the 'Qnty Rec'd' field and press

the down arrow '↓'. This will automatically set the Quantity Received to be the same as the

Quantity Ordered.


Note: It is also possible to enter a quantity in the 'Qnty Rec'd field. For example you may be two short

of a particular line item requiring you to manually input the quantity rather than using the '↓'.

6. Click the 'Book In' button, select 'Yes' to the dialogue that appears.

7. Click 'Close' to return to the 'Main Menu'.

8. You can go to 'Product File | Product File' to check the stock quantity for the 'Salt & Vinegar

Crisps', it should have now changed from '0' to '24'.

Manual Ordering It is also possible to place orders ad-hoc without using stock replenishment. In the following exercise

we will assume that you are running a promotion on the 'Salt & Vinegar' crisps and wanted to order

extra stock to cover the demand.

1. Go to 'Ordering | Ordering' to open the 'Create Purchase Order…' window.

2. Click the 'Lookup' button, the 'Lookup Item' window will appear.

3. In the 'Lookup Product Code' field, enter 'CrispSV' and press [Enter]. The 'Salt & Vinegar Crisp'

details will appear.

Note: If you do not know the product code, you can use the 'Lookup' button.

4. Enter '2' into the 'Packs Required' field.

5. Click the 'Add' button and then 'Close'.

6. To view the order details, click on the 'View Order Details' tab (not the 'View Orders'

button) on the 'Create Purchase Order…' window.


7. Click on the 'Save' button and then click 'Yes' to the 'Confirm Save as Local Order' dialogue.

8. You can then book in the stock if you wish.


Regular Customers

SellerDeck Epos allows you to input customer details into the system. These customers can then be

provided with Credit limits if you so wish.

You will need to be logged in as the SuperUser (PIN 1234) for all the exercises within this section.

Adding a New Customer In this exercise, we will add a new customer and provide them with a credit limit of £200.00 to spend

instore.

1. Make sure you are in the 'Main Menu' and click the 'Customers' button. The 'Customer

Record...' window will appear.

2. Click the 'Add' button to display the 'Add a New Customer...' window. Make sure the 'Invoice'

tab is selected.

3. Enter any details you like and press 'Save'.

4. You will be returned to the 'Customer Record...' window. Make sure you select the customer

you have just entered on the left, and enter '200.00' into the 'Credit Limit' field, select 'Save'

and then click 'Close' to return to the 'Main Menu'.

Selling to a Regular Customer We will now make a sale to the customer we created in the previous exercise and will put the

payment on their account.

1. Go to the 'Sales Screen' and sell any items you wish, but make sure they total less than £200.00.

2. Click 'Pay' to display the 'Tender' options

3. Click the 'Cust' button. The 'Customer Lookup...' window will appear. Enter the name of the

customer you created previously, highlight it is the list and click 'OK'. You will now see the


customer name appear at the top of the 'Sales Screen' with their balance details displayed at the

bottom left.

Note: If the customer's name is displayed in red rather than green, they are not within their credit

limit.

4. Click the 'Accnt' button and then click 'Complete' to finish the transaction.

Making a Payment into a Customer Account If you have customers who pay by account, it will be necessary for them to have the ability to pay

funds into their accounts. In this exercise we will pay a sum of £100.00 into the account of the

customer we created earlier.

1. Make sure you are in the 'Sales Screen' and select the 'Menu' button to display the 'Sales

Options...' window.

2. Select 'Payment on Account' and click 'OK'. The 'Customer Payment on Account...' window will

be displayed.

3. Using the 'Customer' drop down list, select the customer you entered earlier on page

37.

4. Leave the 'Payment Method' as 'Cash' and enter '100.00'.


5. Click 'OK' to make the payment into the customer's account and complete the transaction.


Reports

Reports in SellerDeck EPOS A comprehensive list of reports is built into SellerDeck EPOS. These can be accessed by going to

'Reports | Reports Switchboard'. Make sure you are logged in as the 'SuperUser', PIN '1234'.

The reports are split into categories that can be accessed by clicking one of the tabs at the top of the

'Reports Menu…' window.

Click the grey box with the arrow in it next to the report you wish to view, then click the 'View button'.

The 'Select a Start & End Date' window will appear.


Select the dates that you wish to view, then select to either 'Preview', print a hard copy, or save to a

file then click 'OK' when you have made your selection.

Note: Many of the reports will not show the days transactions until a 'z read' has been carried out.


Backing Up Your Data

Creating a Backup It is important that you make regular backups of your data in the event that it becomes corrupted or

the PC fails. SellerDeck recommend that you backup to a location other than the PC, i.e. backup to a

CD or a USB pen etc.

To run the backup, login as the 'SuperUser' – PIN '1234' and go to 'Data | Backup', the 'Backup…'

window will appear.

You can provide the backup with a meaningful name and can use the 'Browse' button to select a

suitable location.

Restoring from a Previous Backup To restore from a backup, login as the 'SuperUser' - PIN '1234' and select 'Data | Restore'.

Browse to where the backup is located, select the backup file and then click 'Restore Now'.

After the restore is complete, it is recommended you close SellerDeck EPOS and restart.

SellerDeck EPOS Link

Integration with SellerDeck Business


Integration with SellerDeck

Business

SellerDeck EPOS Link Introduction SellerDeck Business and Business Plus, (referred to as 'SellerDeck Business' in the remainder of this

guide), have the ability to connect to SellerDeck EPOS. Note that this facility is not available in

SellerDeck EPOS Solo. Please also note that not all features are available in SellerDeck version 8.

There are several elements to this connection:

• Stock levels are shared between the two applications in real time,

so the stock levels on the website and within your retail premises

(your EPOS branch database) are kept in synch.

• Prices can be updated within SellerDeck EPOS and transferred into

SellerDeck (from the EPOS branch database) with a single button

click.

• Product details can be transferred from SellerDeck to SellerDeck

EPOS (to the Head Office database).

• Products can also be transferred from SellerDeck EPOS to

SellerDeck Business.

• Details of orders can be transferred into SellerDeck EPOS, where

they are kept in a common order history – useful for stock

monitoring and re-ordering.

To activate the link to SellerDeck EPOS, go to 'Settings | Business Settings | Options' in SellerDeck

Business, and select the checkbox labeled 'SellerDeck EPOS Link' within the 'Access on this PC' area.

This creates a new menu on the main SellerDeck menu bar called 'SellerDeck EPOS Link'.

It contains the following five options:

• Configuration – for the basic setup of the connection to SellerDeck

EPOS – see “SellerDeck EPOS Link Configuration” on page 46.


• Transfer Product Data to SellerDeck EPOS – where you can setup

the transfer of products from SellerDeck into SellerDeck EPOS.

Your connection to SellerDeck EPOS has to be configured before

this option will work. See “Transferring Products to SellerDeck

EPOS” on page 48.

• Reset SellerDeck EPOS Stock Levels - use this to change all the

stock levels in SellerDeck EPOS to be the same as the stock levels

in SellerDeck. In order for this option to be available, 'Manage

Stock In SellerDeck EPOS' must be deselected within the

'Configuration' window. See “Using SellerDeck EPOS Link Day-To-

Day” on page 52.

• Refresh Prices from SellerDeck EPOS – updates SellerDeck with all

the latest price changes from SellerDeck EPOS. In order for this

option to be available, 'Maintain Base Price In SellerDeck EPOS'

must be selected within the 'Configuration' window. See “Using

SellerDeck EPOS Link Day-To-Day” on page 52.

• Transfer Tax Settings to EPOS – you need to run this option before

you transfer product data or order from SellerDeck EPOS to

SellerDeck. You will only need to do this once – the only time you

ever have to do it is if you change your tax settings in SellerDeck.

Please note that this feature is not available in version 8, you

should check that your tax settings in SellerDeck EPOS match

those in SellerDeck Business.

SellerDeck EPOS Link Configuration The 'Configuration' option in the 'SellerDeck EPOS Link' menu is used to set up the connection to

SellerDeck EPOS and configure how the connection is going to take place.

The 'Communication Settings' area contains the following options:

Setting Description

SellerDeck Epos Branch

Server In this field, you need to enter the server

name of the computer that contains the EPOS

Link server for this branch. Usually, you

would enter an IP address of a computer in

here.


Branch Port Enter the number of the port used for

communicating with the EPOS Link server.

You can generally leave this as '4370' unless

you know there is another application using

this port.

Branch is also Head

Office If this branch is also the 'head office' of your

SellerDeck EPOS system, then select this box.

This will be ticked if you are using SellerDeck

EPOS Solo.

SellerDeck Epos Head Office Server

If your 'head office' for your EPOS system is in

a different location, you need to enter the IP

address of the EPOS Link server in this field.

Head Office Port Enter the number of the port used for

communicating with the EPOS Link server at

the head office. You can generally leave this

as '4370' unless you know there is another

application using this port.

Test Connection Click this button to check that you have

entered the correct details for the server(s)

and port(s).

The 'Integration Settings' area at the bottom of the window contains the following options:

Setting Description

Manage Stock in

SellerDeck Epos Select this box if you would like to manage

stock levels in your SellerDeck EPOS system. This means that SellerDeck Ecommerce will

always look at SellerDeck EPOS for the stock levels of

your shared products, rather than looking within its own database. The stock fields in SellerDeck Ecommerce will be shaded according to status:

Green = Branch database accessible and product exists in EPOS.

Yellow = Branch database accessible but

product does not exist in EPOS Red =

Branch database inaccessible

Maintain Base Price in

SellerDeck Epos Select this box if you want to control all the

base (retail) prices for your products in

SellerDeck EPOS. If you do this, SellerDeck will

always overwrite prices held within SellerDeck

Ecommerce with the price information from

SellerDeck EPOS.

Price field dropdown list. If you are using EPOS to control prices, you

need to state which SellerDeck EPOS price field

will become the base retail price for your

shared products in SellerDeck Ecommerce.


Transfer Completed Orders to SellerDeck EPOS

With this option selected, every time an order is marked as 'Complete', the details can then be imported into SellerDeck EPOS.

This facility is not available in SellerDeck

version 8.

Using EPOS Link in Multi-User Mode If you are using EPOS Link with Business Plus or SellerDeck Enterprise, then you will have multiple

copies of SellerDeck all connecting to the same SellerDeck EPOS Server.

You need to make sure of two things:

1. The computer that has the EPOS Link server running on it must

have a fixed IP address, and this is the address that you enter into

the 'Configuration' screen, above. It will not work with dynamic IP

addresses.

2. You must only install one EPOS Link Server on your network –

even if you have multiple copies of SellerDeck EPOS. Only one

EPOS Link Server is required for all copies of SellerDeck to be able

to communicate with your SellerDeck EPOS data.

Transferring Products to SellerDeck EPOS Once you have established the connection with your copy of SellerDeck EPOS (see

“SellerDeck EPOS Link Configuration” on page 46 for more details) you can then set up how you are

going to transfer products from your copy of SellerDeck Ecommerce to your copy of SellerDeck

EPOS.

This is done within the 'Transfer Product Data to SellerDeck EPOS' menu option.

The fields within the 'General' tab are explained below:

Setting Description

Transfer Products

All Select this box if you would like to

transfer all your current products to

your SellerDeck EPOS system. If you

don't want to transfer a particular

product, you can de-select the

'Share with SellerDeck EPOS'

checkbox on the 'General' tab of the

product.

Changes Since Last Transfer If you have transferred products to

EPOS before, then you can select

this option to only transfer product

details that have changed since last

transferring products.


Transfer Deletions Select this box to delete any

products in EPOS that have been

deleted within SellerDeck

Ecommerce.

Overwrite Epos Products Select this box if you want to

overwrite any changes that you

might have made to product details

within SellerDeck EPOS.

Transfer Data Fields

Product Description Include the short description of the

product in the transfer. This will go

into the 'Description' field in

SellerDeck EPOS.

Product Full Description Include the full description of the

product in the transfer.

Barcode Every product record within EPOS

can have one or more barcodes. If

the barcode field for a product is

blank, the product reference will be

transferred instead. If the barcode

field for a permutation is blank, the

permutation details won't be taken

into EPOS.

Barcode Description If the barcode being transferred

belongs to a product, the product

name will be used as the barcode

description. If the barcode belongs

to a

permutation, then the permutation

details (attribute names and choice

names) will be used as the barcode

description.

Price Select this box to transfer the

product prices into EPOS. You will

need to state how your customer

groups correspond to the different

SellerDeck EPOS prices within the

'Prices' tab. If this box is grayed-out,

it is because you have stated you

wish to maintain prices in EPOS

within the 'Configuration' screen.

Stock Level Select this box to transfer the

product stock levels into EPOS. If

this box is grayed-out, it is because

you have stated you wish to

maintain stock levels in EPOS within

the 'Configuration' screen.

Image Filename Select this box if you want the main

product image name to be

transferred to EPOS.


Large Image Filename Select this box if you want the large

image name (from the 'Extended

Information' tab) to be transferred

to EPOS.

Product Sales Tax Code Select this box to transfer your tax

codes into EPOS. You will need to

state how your SellerDeck tax

statuses correspond to the different

SellerDeck EPOS tax codes within

the 'Tax Code Mapping' tab.

Product Categories Select this box to transfer your

product categorization into

SellerDeck EPOS. There are two

methods of doing this.

Section Hierarchy If you select this option, the structure of sections and

subsections in your store will be used to create the categories in

EPOS. Note that SellerDeck EPOS can only support 4 levels of

categories. SellerDeck EPOS Link will concatenate your sections within

the 'Category 3' field of the 'Product File' window in

SellerDeck EPOS if you are

exporting products that are in

sections more than 4 deep.

Content Categories If you select this option, the content

categories you have set up for your

products will be used to create the

categories in

EPOS.

Prices & Tax Codes Once you have set up which product fields you want to transfer, you then need to set up how you

want all your customer group pricing and tax codes to map to the SellerDeck EPOS fields.

Within the 'Tax Code Mapping' tab, you will see a list of all the different tax rates that you have set

up within SellerDeck (see SellerDeck Business's main help for more details on tax rates). You will

need to map each of these to the tax codes within SellerDeck EPOS.


SellerDeck EPOS contains a 'Standard', 'Exempt' and 'Zero-Rated' tax code already. You may need to

map the 'Custom' tax rate to a tax code if you are using it – probably 'Standard'.

Within the 'Prices' tab, you will see a list of the 15 different price fields that are within SellerDeck

EPOS.

Within the 'Source' column, you will be able to select a customer group price (see SellerDeck

Business's main help for more details on customer groups) to transfer to each EPOS Price field. For

most of them, you might just choose to leave them set to 'Do Not Transfer' – but if you are

transferring prices, you must at least have one field set to 'Retail'.

When you are ready to transfer your SellerDeck Ecommerce products into SellerDeck EPOS, click the

'Transfer' button.


Using SellerDeck EPOS Link Day-To-Day

Updating Stock Levels If you have got 'Manage Stock in SellerDeck EPOS' selected within the 'Configuration' screen (see

“SellerDeck EPOS Link Configuration” on page 46) then the 'Estimated Stock In Hand' fields of your

products (within the 'Stock' panel) will be shaded with a colour.

Now, whenever a stock level changes in SellerDeck EPOS, the new stock level will be updated within

SellerDeck Ecommerce. Similarly, whenever an order is received within SellerDeck Ecommerce, and

the stock levels of the ordered products go down, SellerDeck EPOS will be updated.

If you do not have 'Manage Stock in SellerDeck EPOS' selected within the 'Configuration' screen,

then you have the option to select 'SellerDeck EPOS Link | Reset SellerDeck EPOS Stock Levels'. This

will update SellerDeck EPOS with just the changes to the stock levels from SellerDeck.

Updating Prices from SellerDeck EPOS To update SellerDeck with the latest prices from SellerDeck EPOS, you can select 'SellerDeck EPOS

Link | Refresh Prices from SellerDeck EPOS'.

This will not be enabled if you have not selected 'Maintain Base Price in SellerDeck EPOS' within the

'Configuration' screen.

Updating SellerDeck EPOS with New and Changed Products The first time you transfer products from SellerDeck Ecommerce to SellerDeck EPOS you will

probably have 'All' selected within the 'General' tab of the 'Transfer Product Data' window.

From now on, you can select 'Changes Since Last Transfer' instead of 'All' and then whenever you

click the 'Transfer' button, only the new products changes will be passed to SellerDeck EPOS.

Transferring Completed Orders Completed orders can be transferred from SellerDeck Business (and Business Plus) to SellerDeck

EPOS. See page 57 for more information.

Exporting Products from SellerDeck EPOS

Overview It is also possible to transfer products from SellerDeck EPOS into SellerDeck Business. This is useful if

you already have a product database setup in EPOS and want to copy your products into SellerDeck

Business.

Preparing your Data for Transfer SellerDeck EPOS provides you with the choice to include or exclude products in the transfer. There

are two ways in which to do this within SellerDeck EPOS.


Method 1

1. Click on the 'Products' button to open the 'Product File…' window, and then locate the

product you wish to transfer.

2. Tick the 'Export to Web' checkbox then click 'Save'.

3. Click 'Close' on the 'Product File..' window.

Method 2

1. Go to the 'Data' menu and choose 'Select Products to Export to Ecommerce'.

2. Tick the 'Export' Checkbox for the products you wish to transfer to SellerDeck Business.


Creating the Export File Once the products have been marked for transfer, you can then create the import file ready for

SellerDeck Ecommerce.

If this is the first time that you have transferred products from SellerDeck EPOS to SellerDeck

Business, you need to transfer the tax settings from SellerDeck Business to SellerDeck EPOS.

1. In SellerDeck Business, go to 'SellerDeck EPOS Link | Transfer Tax Settings to EPOS'

2. Click 'Yes' to the tax code information dialogue.

Note: If you subsequently change your tax settings after transferring them to EPOS, you should run

the tax transfer again.

3. Back in SellerDeck EPOS, go to 'Data | Export Product Data To SellerDeck Ecommerce', to

display the export choices window. The description of the fields is shown in the table below:

Setting Description

Name of Export file This field can be used in

conjunction with the 'Browse'

button and will contain the name

and path of the file to be exported.

Price to Export Select the price field which

contains the prices you wish to

export to SellerDeck Business.

Category Export Options If you wish for all of the products to go into the top level of your

store (the first store page) select 'Top Level Category'. If you wish to create

sections and subsections based

upon the product categories set in

EPOS, select 'All levels of

Categories'.

Export Tax Exclusive Prices If you have SellerDeck Business set

to enter products in 'Tax Exclusive'

mode, in version 9 check this box.

Version 8 users should check this

box as it does not support tax

inclusive pricing. For more

information on Tax settings, go to

the 'Tax Overview' section in

SellerDeck Business's main help.

Mapping EPOS Taxes to

ECommerce Taxes You should map your SellerDeck EPOS tax codes to

SellerDeck Business's tax codes

using this grid.

4. Once you have setup the options as required, click the 'Browse' button, enter a file name,

click 'Save' then click 'Export' to create the export file.


Importing the Data into SellerDeck Business/Designer This section deals with importing SellerDeck Epos's export file. The following steps are carried out

within SellerDeck Business.

Note: If you have filled in the 'Image' field in the 'Details' tab of a product, you will need to copy the

images into the root of the 'Site' folder within SellerDeck Business. The default path

will be something like 'C:\Documents and Settings\Administrator\SellerDeck v11\Sites\*SiteName*'

where '*SiteName' is the name of your site.

1. Go to 'Settings | Business Settings | Options' and uncheck 'Auto Generate Product

References' to ensure your reference numbers are created correctly within SellerDeck

Ecommerce. Click 'OK' when done.

2. Go to 'File | Import'.

3. The 'Import Wizard' will start, select 'Hierarchical Import' and click 'Next' to display the next

screen.

The settings are displayed below:

Setting Description

Do you wish to replace or

update your existing data? If you wish to update your existing

products and sections, select

'Update'. If you wish to replace all

of the catalog with the contents of

the import file, select 'Replace'.

What type of file do you wish to

import? This is always set as 'Text- Comma Delimited' for EPOS import

files.


What character set was used to

create the file? This is always set to 'ANSI

(Windows)' for EPOS import files.

4. Click 'Next >' to display the 'Mapping Screen'.

5. All of the fields on the left should be marked with a blue tick, meaning SellerDeck

Ecommerce has automatically mapped the fields to be imported correctly.

Note: If there are any red question marks, you will need to map these fields manually. See the main

help within SellerDeck Ecommerce for more information on importing.

6. Click 'Next >' on the mapping screen to display the 'Error reporting' window.

7. It is recommended that you create an error log when prompted. Products with missing

images etc will be reported here.

8. When done click 'Finish' to begin the import process, a warning regarding decimal places in

prices will appear. SellerDeck EPOS has already dealt with this for you, so click 'Yes' to this.

9. Once the import is complete, click 'OK' on the 'Importing new Catalog' dialogue. You can now

view your products in SellerDeck Ecommerce.

Importing and Viewing Orders from SellerDeck

Business

Importing Orders into EPOS If you have setup SellerDeck Business to transfer orders to EPOS, they can be viewed in SellerDeck

EPOS. See Transferring Completed Orders on page 52 for a description.

1. Once the order or orders are completed in SellerDeck Business, go to 'Data | Import

Ecommerce Orders' in SellerDeck EPOS.

2. Switch to the 'Map Tax Codes' tab and check your tax codes are correct. If they are not, it is

recommended that you go back into SellerDeck Business, go to 'SellerDeck EPOS Link |

Transfer Tax Settings to SellerDeck EPOS'. You can the go back to the 'Map Tax Codes' tab in

EPOS and recheck the settings. If required, you can map the tax codes from here. You should


only need to do this the first time you transfer an order, or if you later change your tax

settings in SellerDeck Business or SellerDeck EPOS.

3. Click the 'Import' button to import any orders. The dialogue will show a summary of the

import once complete.

Viewing Orders in EPOS

1. In SellerDeck EPOS, go to 'Data | Transactions'

2. Click on the 'EC Orders' tab, you will see the orders imported from SellerDeck Business along

with their original SellerDeck Business order numbers.

3. To view the contents of the orders, click the small '+' next to the order you are interested in

to expand it.

Note: When you import orders from SellerDeck Business into EPOS, it creates a customer within

EPOS. The customer can be viewed by clicking the 'Customers' button within the EPOS 'Main menu'.

You can view a specific customer's purchases by selecting the customer from the list on the left, and

clicking the 'Purchases' tab.

Appendices

Appendix 1 – Making a Sale


Appendix 2 – Troubleshooting

Problem:

My Microsoft Access databases do not start correctly since SellerDeck EPOS was installed.

Explanation:

Right click on the database you are trying to open, select 'Open With' and select 'Microsoft Office

Access'.

Problem:

Both SellerDeck EPOS and SellerDeck Business are installed on the same Vista / Windows 7 PC, but I

am receiving errors about not being able to connect to the branch server Explanation

Rather than using 'localhost' in the 'SellerDeck EPOS Branch Server' field, use 127.0.0.1
