Below is the step to enable Optimum Point Of Sales module.
As shown in the figure, click the menu from the ribbon bar.
Select the “Modules” item form the drop down list.
Check POS from the Module Manager and save the changes.
Point of Sales module is located in the Sales menu.
Point Of Sales
Below is the main interface of Optimum Point Of Sales. Users can enter cash sales transactions in this screen. The left panel display all the function menus and right panel display the summary of the current transaction such as number of items, total quantity of items, total discounted of all items and total tax incurred.
Description of Controls and Buttons
Below are the description of all the functions and buttons used in Optimum Point Of Sales screen.
F1 - Cancel and Void
Press to Cancel Current Bill or Void Past Bill.
Create New option is to create a new transaction and Void Past Bill is to void previous transactions. When Void Past Bill is selected, the list of previous transactions will be displayed. Press Void (F9) to void the transaction. After voiding a transaction, the details will be grayed out.
Ctrl + F2 - Delete
Press to delete selected item from the transaction list.
F3 - Stock Item
Press to add items. A pop-up list will appear and user can select item to be added in to the transaction list. Items can be added using bar code scanner as well.
Item details view
User allows to modify item details from here by using function F4 to F7.
F4 - Quantity
Press to edit the quantity of an item
F5 - Unit Price
Press to edit the unit price of an item
F6 - Discount
Press to issue a discount for selected item.
Discount can be set using a specific amount or by percentage.
F7 - UOM
Press to change unit of measurement of an item.
F8 - Customer
Press to select specific customer from the drop down list.
F9 - Payment
Press to proceed with payment.
From the payment screen. Press F1 to enter the amount paid by customer using cash
A global discount can be issued by pressing F3. This discount is calculated based on the total amount on the receipt. Discount can be set using a specific amount or by percentage.
Press F2 from the keyboard or "Other" button from the screen to select other payment methods such as credit card, cheque, voucher and etc.
Select the method type by using F5 key and key in the details accordingly in the payment method screen.
Press F9 to complete the payment.
F10 - Reprint
Press to reprint Receipt or Simplified tax invoice of the specific transaction.
By default, system will print the report(default) based on the setting in the design.
User can also select their preferred report format directly from the POS reprint screen by choosing from the list
F11 - Full Tax Invoice
Press to generate a full tax invoice of the specific transaction.
Ctrl + E - Eject Cash Drawer
Pressto manual eject cash drawer.
POS Account Preset
User can create additional payment methods in POS Account Preset module which located in the sales menu.
The payment methods will be displaying in the other payment method screen.
POS Setting module allows user to configure the Point Of Sales hardware devices setting such as printer, customer display and cash drawer.
To configure printer to be used with Optimum POS. Select “Printer” tab on POS Device setting screen and click the button next to “Printer Name” to select available or connected printer to be used.
Click “Print Test” to test print. Note: Click “Save” to save all settings.
Select “Customer Display” tab on POS Setting screen. Select the “Ports” of which the customer display is connected to your PC.
User can check the port in “Device Manager”.
Select the Baud Rate of the Customer Display. User can check the Baud Rate with your Hardware vendor.
To test the customer display, input text in “Display Test” and click “Write Text”. The text input should be appeared on customer display if is configure properly. Note: Click “Save” to save all settings.
Select “Cash Drawer” tab on POS Setting screen. Select the “Ports” of which the customer display is connected to your PC.
Select the Baud Rate of the Customer Display.
Click “Test Eject Command” to test the cash drawer. Note: Click “Save” to save all settings.
Period Of Transaction remains in the System
Select "Period Of transaction remains in the system" tab on POS Setting screen. User can control the period of transaction record which will show in the system by entering the number of the days here. Note: Click “Save” to save all settings.