Steps to add a new Location in POS
| S.NO. | STEPS | NOTES |
|---|---|---|
| 1 | Log in to the system with ADMIN or manager user ID | |
| 2 | Home > Common Info > Company Locations (Activities) | |
| 3 | Click New > Enter name, type, location number, address and other detail > Click Save | Can also set up GL a/c, Storage location and POS drawers by clicking on their respective tabs on the same screen |
Steps to edit existing Location in POS
| S.NO. | STEPS | NOTES |
|---|---|---|
| 1 | Log in to the system with ADMIN or manager user ID | |
| 2 | Home > Common Info > Company Locations (Activities) | Double click on Company Location |
| 3 | Select the Location to edit | Double click or select & click Open selected |
| 4 | Edit Location and click Save |
Steps to add a new Drawer in POS
| S.NO. | STEPS | NOTES |
|---|---|---|
| 1 | Log in to the system with ADMIN or manager user ID | |
| 2 | Home > Common Info > Company Locations (Activities) | |
| 3 | Select the Location | Double click or select & click Open selected |
| 4 | Click on POS Drawers | In the Tab area |
| 5 | Click insert, add new Drawer and allow multiple User | Click Save once done |
Steps to edit or remove a Drawer in POS
| S.NO. | STEPS | NOTES |
|---|---|---|
| 1 | Log in to the system with ADMIN or manager user ID | |
| 2 | Home > Common Info > Company Locations (Activities) | |
| 3 | Select the Location | Double click or select & click Open selected |
| 4 | Click on POS Drawers | In the Tab area |
| 5 | Select the Drawer and click Remove | Click yes if you are sure to remove the existing Drawer |
| 6 | Click on the existing Drawer and make changes | Click Save once done |
Steps to setup a new User in POS
| S.NO. | STEPS | NOTES |
|---|---|---|
| 1 | Log in to the system with ADMIN or manager user ID | |
| 2 | Home > System Manager > User | Can also click on New User (Create) |
| 3 | Click New, enter details on Create New Entity screen | If a user name already exists in the system, it will find the duplicate and prompt to merge or create a new one |
| 4 | Duplicate Entities found: Add or Merge | Select the entity to merge or click add to enter |
| 5 | Add > Entity > User | In User tab, add the username and password, and give Menu permission, Screen permission, Control permission, Sub roles |
Steps to Log in to POS (Location name and Opening balance should be prefilled)
| S.NO. | STEPS | NOTES |
|---|---|---|
| 1 | Home menu > Sales A/R > POS Log in | |
| 2 | Select Drawer | This is the drawer that is being balanced for the day. This is selected from the POS drawers on the POS tab on the location |
| 3 | Enter User name and Password | |
| 4 | Enter Opening Balance | User must establish an opening balance for the drawer. This will default from the company preference setting under POS |
| 5 | Select Location name (Default) | The POS log in will be associated with a location. If C-Store is used, location will also be tied to a Store Number. |
| 6 | Enter Store number and click OK | Auto-filled if used (tied to location) |
Overview
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