Getting Started with
Retail Point of Sale
Getting Started with
Retail Point of Sale
• Installation and Setup
• Configuring Hardware
• Receipt Printer
• Cash Drawer
• Scanner
• Eftpos
• Integrating with QuickBooks
• Till layouts
Points to Note prior to Installation
• Quickbooks Accounting and Retail Point of Sale must be
using the same version in order to integrate
• Administrator must be installed on same PC as
QuickBooks
• Networking will not work properly on Windows Home
Editions
• Avoid Wireless Networks – cannot maintain a consistent
connection
to the database file
• You will need to reboot the PC after installing
Installation……
• Single PC Install
• Select Administrator and
Terminal option
• Multi-PC Install
• Install Administrator on Back
Office computer first
• Install Terminal on Front
Counter
Installaton Process
• Setup Quickbooks datafile initially – *.QBW
• Create the POS Database file – QBPOS.PDB
• Configure the POS Terminal
Launch the POS Administrator
prior to setting up the Terminal
Click Next…..
Creating the POS database
• Select the datafile either
on the local PC or a
Networked drive
You will be prompted
immediately to transfer data
The lists are transferred from the Quickbooks datafile
•
Administrator opens with the Options
General tab open
•
Check the Location of your
Quickbooks file
•
Summarise Transactions option will
reduce no of transactions to one per
session, but will make it a little
harder to find problems.
Now start up the
Terminal……
Activate Terminal…..
Terminal should open to Tools > Option
The Tools > Option tabs
•
The place to configure
the functionality of
Terminal
•
Keyboard tab gives
you access to
functional settings
Hardware Setup
•
It is vital that the Hardware is
compatible with Retail Point of Sale
•
Hardware settings should be copied
and saved
Hardware Setup
•
The Cash Drawer is connected to the
Receipt Printer – often COM2
•
EFTPOS machines can be integrated
and will allocated -COM1
•
Most Barcode Scanner are a plug and
go USB connection
The Till Layout
Current
Transaction
Discounts
On Account
Laybys
Receipt View
Refund
Total Keys
Quantity
Product Number
Examples of different Till Layouts
End of Day – tell QuickBooks
of your transactions
Terminal processes an
End of Day Report for
posting to the
QuickBooks datafile
Select Reports to Print and
Reset the Sales Information
•
Select Z-Report to finalize the day.
•
Select X-Report for progress updates
throughout the day
•
Do not reset the Transaction Number –
POS transaction Numbers are
accepted by QuickBooks and need to
avoid duplication of document
numbers.
On the Administrator
click on the Post icon
Finds transactions to post
•
The End of Day file is stored in the
same directory as the
QBPOS.PDB file. This is where
the Administrator looks for the file.
•
The End of Day file has this
structure: QBpst – comp name ddmmyy – hhmmss - 001.pos
•
Administrator counts the number
of *-001.pos files it finds.
After updating QuickBooks,
tell POS of the changes…..
POS is now updated
with the latest information
•
Do an End Of Day and a Transfer
daily.
•
Transfer data whenever there is a
relevant update to the QuickBooks
datafile – particularly for Stock
levels and price changes.
Troubleshooting
Reckon Point of Sale
•
Minimise in Administrator windows
•
Symbols in Memos will cause errors in
posting
•
Quickbooks pdf Converter can interfere with
COM port settings
•
Copy till layouts as these cannot be
recovered if PDB file becomes corrupt
•
Copy of Retail POS Upgrade checklist
Questions?