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titleHow to add & edit a Location

Steps to add a new Location in POS

S.NO.STEPSNOTES
1Log in to the system with ADMIN or manager user ID 
2Home > Common Info > Company Locations (Activities)Double click on Company Location 
3Click New , enter Details and hit SaveDetails as per the location> Enter name, type, location number, address and other detail > Click SaveCan 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

1Log in to the system with ADMIN or manager user ID 
2Home > Common Info > Company Locations (Activities)Double click on Company Location
3Select the Location to editDouble click or select & click Open selected
4Edit Location and click Save 

 

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titleSet up New User

Steps to setup a new User in POS

S.NO.STEPSNOTES
1Log in to the system with ADMIN or manager user ID 
2Home > System Manager > UserCan also click on New User (Create)
3Click New, enter details on Create New Entity screenIf the a user name already exists in the system, it will find Duplicatethe duplicate and prompt to merge or create a new one
4Duplicate Entities found: Add or MergeSelect the entity to merge or click add to enter
5Add > Entity > User

In User tab, add the username and password,

and give access as an Admin/Store manager, etcMenu permission, Screen permission, Control permission, Sub roles

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titleLog in to POS

Steps to Log in to POS

S.NO.STEPSNOTES
1Home menu > Sales A/R > POS Log in 
2Select DrawerThis is the drawer that is being balanced for the day. This is selected from the POS drawers on the POS tab on the location
3Enter User name and Password 
4Enter Opening BalanceUser must establish an opening balance for the drawer. This will default from the company preference setting under POS
5Select 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.
6Enter Store number and click OKAuto-filled if used (tied to location)

 

 

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