Posterita Testing Manual

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This test must be gone through everytime we will be doing a new release.

Tester Information

Name:.................................................................................
Version:............................
Date Started:.......................
Date Completed:.....................
Test Passed/Total Tests:.........................
Subjective Rating in %:.........................
Bugs Found:.........................
Bugs Resolved:......................
Signature:..........................

Contents

Introduction

Information for testers

  • Before starting the test, each tester should have read the Brochure for POSterita.
  • Tester should have gone through the test documents at least once and know exactly the purposes and aims of the application and tests that are being undertaken.
  • As soon as the test is fully completed, he should start another test on a clean database.
  • A list of the sections will be provided and each time you successfully complete a section you tick it. If ever a bug occured, you cross the section and write the clear steps that have been followed when prior to the bug.
  • Some tests have to be done in a team of two (e.g several terminal test)
  • The first set of test only go through each menu items. The senario test will go through various business senarios that will be usually performed by live users.
  • If you feel that some sections need to be added to this document, feel free to inform the person in charge of the QA and after aproval, add the section.
  • After completion of the test you will be required to write new senario tests that are not covered in this document. For this, you should use the actual test data available, predict the output and write the test steps in the test document. This will be done each time you complete the test document. Therefore at the end of each Test you take around 30min to write a senario test.
  • Concerning Menu Item: As the system is still under development, some menu items have been changed, deleted or added. Please modify the test plan document as per the menu items.
  • Each time you are performing a test, please write on the provided document the version of the Application that you are actually testing.
  • Feel free to make any corrections where needed (typing errors).
  • Any request or additional sections should be addressed to the person in charge of the QA.
  • Ready, Get set, go... Test, find the greatest amount of bugs and crash the system.

Steps to Follow

This document is written in order of the menu items. However if the testing starts with a fresh database, some chapters have to be undertaken before others, so as to actually test the application with real data and in the same way it will be used in real life Refer to section Creating a Client.

  • Login with the username, password and pin that you created in the clients section. To login refer to section Login.
  • Start by creating roles and users according to section Roles and section Users.
  • Carry on by making goods received notes, goods returned notes, advanced POS orders and customer returned orders. Follow up instructions in sections, Cash Sales.

Continue with sections Credit Sales, Purchases, Stock, Administration, the Scenarios, then the Several Terminals.

Login

Image:chkbox.png Clear cookies in your browser.

Can Login

Image:chkbox.png Check if you can login with the correct user name and password.

Image:chkbox.png Check if you can login with the right pin number only.

Image:chkbox.png Check if you can login with the right username, password and corresponding pin number.

Image:chkbox.png Give correct Pin but wrong username and wrong password.

Image:chkbox.png Check if the login name (User Name) appears on the top right hand corner on the home page, next to “Terminal No”.

Can't Login

Image:chkbox.png Give the wrong username. You should not be able to log in and the message Password is invalid should appear.

Image:chkbox.png Give correct username and wrong password without Pin. The message "Password is invalid" appears and you cannot log in.

Image:chkbox.png Give correct username and no password or Pin. You should not be able to log in and the message Password is invalid should appear.

Image:chkbox.png Give correct username and password but wrong Pin. You should not be able to log in and the message Invalid User PIN should appear.

Image:chkbox.png Wrong Pin and click on OK. You should not be able to log in and the message Invalid User PIN should appear.

Selecting Terminal

Image:chkbox.png Click on the drop-down menu to choose terminal number.

Image:chkbox.png Click on Continue.

FirstScreen

Check that the top navigation bar has the following menus:

Image:chkbox.png Cash Sales

Image:chkbox.png Credit sales

Image:chkbox.png Purchases

Image:chkbox.png Performance Analysis

Image:chkbox.png Stock

Image:chkbox.png Administration

Image:chkbox.png LogOut


Cash Sales

Check if the first screen is the Cash Sales menu and has the following items (See below)

Image:chkbox.png Cash Sales(Discount/Multiple Payments)

Image:chkbox.png Cash Sales

Image:chkbox.png Quick Cash Sales

Image:chkbox.png Cash Sales (Customer Compulsory)

Image:chkbox.png Cash Sales History

Image:chkbox.png Prepared Order

Image:chkbox.png Complete Prepared Order

Image:chkbox.png Prepared Order History

Image:chkbox.png Customer Returned Order

Image:chkbox.png Invoke Customer Returned Order

Image:chkbox.png Current Money in Terminal

Image:chkbox.png Adjust Cash Book

Image:chkbox.png Cash Book Report

Image:chkbox.png Cash Book History

Image:chkbox.png Close Till

Image:chkbox.png Open Cash Drawer

Image:chkbox.png Customer Returned History

Credit Sales

Check if the first screen is the Credit Sales menu and has the following items (See below)

Image:chkbox.png Credit Sales

Image:chkbox.png Invoke Credit Memo

Image:chkbox.png Settle Payment on a Credit Sales

Image:chkbox.png Dunning Letters

Image:chkbox.png Payment Allocations History

Image:chkbox.png Credit Memo History

Image:chkbox.png Credit Sales History

Image:chkbox.png Create General Payments

Purchases

Check if the first screen is the Purchases menu and has the following items (See below)

Image:chkbox.png Goods Received Note

Image:chkbox.png Goods Returned Note

Image:chkbox.png Goods Received Note History

Image:chkbox.png Goods Returned Note History

Performance Analysis

Click on Performance Analysis and check if the following items are available

Image:chkbox.png Performance Analysis Report

Image:chkbox.png Sales Report per Terminal

Image:chkbox.png Order History

Image:chkbox.png Document History

Image:chkbox.png Business Partner Sales Details

Stock

Click on Stock and check if the following items are available

Image:chkbox.png Stock Movement

Image:chkbox.png Stock

Image:chkbox.png Fast Moving Items

Image:chkbox.png Slow Moving Items

Image:chkbox.png Stock Adjustment

Image:chkbox.png Inventory History

Image:chkbox.png Adjust Inventory

Administration

Click on Administration and check if the following items are available

Image:chkbox.png Customers

Image:chkbox.png Vendors

Image:chkbox.png Users

Image:chkbox.png Role

Image:chkbox.png Products

Image:chkbox.png Edit Product Attribute Value

Image:chkbox.png Check/Repair Database Integrity

Image:chkbox.png Generate Commission

Image:chkbox.png Last Generated Commission

Image:chkbox.png Payment Term

Image:chkbox.png Tax

Image:chkbox.png Preferences

Image:chkbox.png Business Partners

Image:chkbox.png smenu.price.check

Cash Sales

Cash Sales (Discount/Multiple Payments)

On the screen you should be able to view the top navigation bar

Image:chkbox.png A barcode field

Image:chkbox.png A quantity field

Image:chkbox.png A search product field

Image:chkbox.png A tender part with cash, card and cheque buttons

Image:chkbox.png A search customer field

Image:chkbox.png An add to cart button

Image:chkbox.png A Checkout button

Image:chkbox.png An Advanced button

Image:chkbox.png A New Customer button

Image:chkbox.png A Default button


Searching a Product by Barcode

Image:chkbox.png Enter a valid product barcode(10007) in the field and press enter

Image:chkbox.png The product(Paninie) should be added to the shopping cart

Image:chkbox.png Enter an invalid barcode number(10025) and press enter

Image:chkbox.png An error message should appear saying “Product not available”

Image:chkbox.png Enter a quantity (3) then a valid barcode(10008)

Image:chkbox.png The product times the amount in the quantity should appear in the shopping cart(3 Croquemonsieur)

Image:chkbox.png The unit price times the quantity(40*1 for paninie and 25*3 for croquemonsieur) should appear in the price column

Image:chkbox.png The VAT amount should appear in the VAT column

Image:chkbox.png The Price + VAT should appear in the the Total Column

Image:chkbox.png The total quantity of products and total price should appear on the bottom line of the Shopping cart(Rs 132.25)

Searching a Product by Search Product Field

Image:chkbox.png Enter letters(cisse) in the Search Field

Image:chkbox.png A list of products containing those letters should appear in a drop down

Image:chkbox.png If no product exists containing those letters, message Not found should appear

Image:chkbox.png Select a product and click on enter

Image:chkbox.png The product should be added to the shopping cart

Searching a Customer in the Customer Info space

Image:chkbox.png Enter an invalid customer name in the Search Customer field.

Image:chkbox.png No Customer should appear in the field

Image:chkbox.png Click on new Customer

Image:chkbox.png A screen enabling you to enter Customer's information (Refer to section Creation of Customers).

Image:chkbox.png Create "Fernando Sucray" as customer

Image:chkbox.png Return Back to Cash Sales (Discount/Multiple Payments) and continue the order

Advanced Button

Image:chkbox.png Click on the Advanced button

Image:chkbox.png Request to enter Pin Number should appear.

Image:chkbox.png Enter correct Pin Number(789); a screen allowing you to give discount should appear

Image:chkbox.png Enter Wrong Pin Number(666) a message saying “It seems that you are not allowed to give discount” should appear

Image:chkbox.png If you give a discount, the amount should be adjusted accordingly. Give a discount of 8.25%

Image:chkbox.png Click on card or cheque, an extra field should appear which allows you to enter card or cheque number.

Image:chkbox.png Click on Mixed; cash, card and cheque fields should appear.

Image:chkbox.png For this Order let the payment type be cash.

Image:chkbox.png Click on continue, Drafted POS Order should appear.

Drafted Cash Sales

In that screen you should be able to:

Image:chkbox.png See the Doc Status

Image:chkbox.png See Vendor details

Image:chkbox.png See customer name(Fernando Sucray), be able to click on it and see customer details

Image:chkbox.png See Payment Rule(Cash)

Image:chkbox.png See Reference Number

Image:chkbox.png Edit button should forward you to the first order screen and you should be able to modify the information in the shopping cart as well and the customer's information

Image:chkbox.png Delete button should pop up a confirmation message box before allowing you to delete the drafted order completely.

Image:chkbox.png Continue and complete the Order button should forward you to the complete Order screen.

Complete Cash Sales

This screen should allow you to:

Image:chkbox.png Print the order by clicking on the printer icon

Image:chkbox.png Make a new order by clicking on New Order

Image:chkbox.png Document status should be “Completed”

Image:chkbox.png Clicking on New Order should Forward you to the cash Sales submenu in which you were in this case “Cash Sales(Discount/Multiple Payments)”

Image:chkbox.png You can go to Cash Sales history to verify if the Order has been correctly made.

image:chkbox.png Go to the section on Stock to verify if the stock is has been updated. It should contain All Products equal to 50 except for Peach perfume(48), Peach Deo(48), Paninie(48) and CroqueMonsieur(47).

Cash Sales

Image:chkbox.png This Screen should contain all the fields that the Cash Sales (Discount/Multiple Payments) has Refer to Section Cash Sales (Discount/Multiple Payments)

Its should also have the following buttons:

Image:chkbox.png Add to cart

Image:chkbox.png Checkout

For searching products and customers, refer to sections Searching a Product by Barcode, Searching a Product by Search Product Field, Searching a Customer in the Customer Info space

Checkout Button

Image:chkbox.png Add a product to the cart (Graphic Card of Rs1500, Qty 1 )

Image:chkbox.png Clicking on the checkout button should forward you directly to the drafted order

Drafted Cash Sales

Refer to Section Drafted Cash Sales

Image:chkbox.png Complete the drafted cash sales according to the same procedures.

Complete Cash Sales

Refer to Section Complete Cash Sales

Image:chkbox.png Follow the same procedures for Complete Cash Sales.

Quick Cash Sales

Image:chkbox.png This Cash Sales should not have the drafted state.

Image:chkbox.png Click Quick Cash Sales

Image:chkbox.png Add Products (2 Milkshakes and 2 Capucino) to the shopping cart and add an existing customer(If no customer available click on new to create one and refer to section Create Customer and click on Continue

Image:chkbox.png The Document should be in a "Completed state" and the customer name should appear on the top left corner.

Image:chkbox.png The Screen should allow you to click on the customer name to view his details and to make a new Order.

Image:chkbox.png Click on New Order. The screen should be forwarded to the Quick Cash Sales

Cash Sales(Customer Compulsory)

Image:chkbox.png Click Cash Sales(Customer Compulsory) in the Cash Sales Menu

Image:chkbox.png Add two Products (2 Milkshakes and 2 Capucino) to the Shopping cart and add an existing customer (If no customer is available, click on New Customer to create one and refer to section Create Customer and click on checkout

Cash Sales History

Considering the Cash Sales that have been created in the previous sections

Image:chkbox.png In Cash Sales history you should be able to view all of them

Image:chkbox.png Should be able to click on the Order number and this should forward you to the Order created

Image:chkbox.png Should be able to see the correct date and time of the creation of the Orders

Image:chkbox.png Should be able to see the customer or vendor associated with the order, click on the name and the page will forward you to the customer or vendor details

Image:chkbox.png Should be able to see the correct payment type of each Order

Image:chkbox.png Should be able to see the Corresponding grand total of the Order. Click on the Order No, record the total amount of the Order and back in the Cash Sales History Verify if the grand total equals that of the Order.

Image:chkbox.png In the filter above, select complete Order. The table should display only the completed Order that have been made previously.

Image:chkbox.png Repeat this step for the drafted Orders and the Order type and the payment type.(For now you will not be able to have drafted Orders as most of the orders has been completed. In a later state you should be able to verify the drafted orders in this way)

Image:chkbox.png View different Order that have been made for particular months by changing the Month and year of the filter type.

Prepare Order

This interface allows you to make an Order up to the In Progress state. Thus Refer to Section Drafted Cash Sales and Complete Cash Sales

Image:chkbox.png Make a Prepare Order with Product LCD Screen(Rs 11,999), Qty =1;

Image:chkbox.png Go to stock, seach for LCD Screen, the amount should still be 50;

Image:chkbox.png This interface should not go to the complete Order screen. The last screen document status should be “In Progress”

Image:chkbox.png Record the Document No.

Complete Prepared Order

Image:chkbox.png This interface contains a field allowing you to enter a Document Number

Image:chkbox.png Enter the Recorded Document number of section Cash Sales. Click on Invoke. The system should let you complete the Order

Image:chkbox.png Now go again to stock, the amount for LCD should now be equal to 49.

Image:chkbox.png Create a Cash Sales(Milkshake x 2 = (28x2)) as per Section Cash Sales but without completing it. On the Drafted State record the document Number and exit the Order. In Complete Prepared Order, enter the document number. The System should allow you to continue and complete the Drafted order(Total Amount should be equal to Rs64.40)

Image:chkbox.png Create a goods received note(Capucino Qty 5), record the document number and input it in the field. A message saying ”The Order is not a POS Order” should appear.

Image:chkbox.png Create a goods returned note(Capucino Qty 5), record the document number and input it in the field. A message saying ”The Order is not a POS Order” should appear.

Image:chkbox.png Enter any number that is not a POS order document number. Error Message should appear saying :”Order does not exist”

Prepared Order History

In a Prepared Order History as the name suggests, you can view all the Prepared Orders made,in a tabular form displaying the Document No.,Status,Date Created,Customer/Vendor,Payment by,Grand Total and the ability to delete that order.

Image:chkbox.png Click on the document No and this should forward you to the Prepared Order created.

Image:chkbox.png Click on the name and the page will forward you to the customers details.

Image:chkbox.png You can use filter for Month or Year and view the Prepared Orders in different month or year.

Image:chkbox.png You even have a choice to delete a prepared order.Click on Delete.

Customer Returned Order

This interface can be accessed in 2 Ways

Way 1: Click on Customer Return Order

Interface should contain the following fields:

Image:chkbox.png Barcode

Image:chkbox.png Quantity

Image:chkbox.png Search Product

Image:chkbox.png Reason

Image:chkbox.png Customer

Image:chkbox.png The Shopping cart should be empty

Image:chkbox.png Adding to the cart

Image:chkbox.png Refer to section Search by Barcode or Search by Product Name to be able to add products to the card.(Add Milkshake qty 1)

Image:chkbox.png Enter a Reason, the system should allow you to continue.

Image:chkbox.png Make a customer return order without entering the reason, the system should not allow you continue and display a message “Reason is compulsory”.

Drafted Customer return order

Refer to section Drafted Cash Sales

Image:chkbox.png Follow the same procedures

Complete Customer Return Order

Refer to section Complete Cash Sales

Image:chkbox.png Follow the same procedures.

Way 2: Invoke Customer Return Order

Image:chkbox.png This interface contains a field allowing you to enter a Document Number

Image:chkbox.png Create a Cash Sales as per Section Cash Sales (Products : 1 Keyboard and 1 Mouse), Record the Document Number and input it in the field. Clicking on Invoke button should forward you to the Customer Return Order of this Particular Order. Refer to section Customer Return Orders

Image:chkbox.png Create a Cash Sales as per Section Cash Sales but without completing it (Products: 1 Keyboard and 1 Mouse). On the Drafted State record the document Number and exit the Order. In Invoke Customer Return Order, enter the document number. The System should not allow you to continue and displays a message: “The POS Order is not completed, can not create Customer Return Order”

Image:chkbox.png Create a goods received note(5 Capucino), record the document number an input it in the field. A message saying ”Only POS & Credit Orders are supported, Please check the number” should appear.

Image:chkbox.png Create a goods returned note(5 Capucino), record the document number an input it in the field. A message saying ”Only POS & Credit Orders are supported, Please check the number” should appear.

Image:chkbox.png Enter any number that is not a Cash Sales document number. Error Message should appear saying :”OrderId not present”

Customer Return History

image:chkbox.png This page displays all the Customer Return Orders made so far. Refer to the Cash Sales History section and follow the same steps to test this section.

Current Money in Terminal

Image:chkbox.pngClick on Current Money in Terminal

Image:chkbox.pngRecord the beginning balance(should be equal to zero), the net transaction(should be equal to 15836.46), the cash amount, the card amount, the cheque amount and the grand total.

Image:chkbox.pngGo to Cash Sales(Products 1 Motherboard, 1 Graphic card total= 5232.50), make an order with Mixed payment (this includes cash(3232.50), card(1000).

Image:chkbox.pngComplete the order and go back to Current Money in Terminal.

Image:chkbox.pngThe cash amount should be equal to initial cash amount + POS order cash Amount(19068.96)

Image:chkbox.pngThe card amount should be equal to initial card amount + POS order card Amount(1000)

Image:chkbox.pngThe cheque amount should be equal to initial cheque amount + POS order cheque Amount(1000)

Image:chkbox.pngThe total amount should be equal to initial total amount + POS order total Amount(21068.96)

Cash Book Report

image:chkbox.png Use the current date as start date and the following date as date. This means that only transactions for the current date will be considered.

image:chkbox.png Click on submit

image:chkbox.png Verify that the values in the tables are correct. Note that expense and transfer values should be enclosed within brackets as they are negative.

image:chkbox.png Click on Show Details to view a detailed table of all the transaction made.

image:chkbox.png If you have made a POS order, you should see its invoice here. Clicking on invoice should direct you to the invoice page of the POS order.

image:chkbox.png In the invoice screen, clicking on the order number should forward you to the POS order screen.

Cash Book History

image:chkbox.png This page displays all the Adjust Cash Book transactions made so far.

You should be able to:

image:chkbox.png See the following columns in the table that is displayed: Cash Journal, Document Status either in the drafted(DR) or completed state(CO),Created, Updated, Beginning Balance and Ending Balance.

image:chkbox.png Click on an item under Cash Journal.

image:chkbox.png You should be forwarded to the Cash Line Details.

image:chkbox.png Click on show details to open a new table.

image:chkbox.png Check that the values displayed are correct.

Adjust Cash Book

This screen should have a field to put the amount of money and a drop down to choose between expense, transfer or receipt.

Before proceeding, you should know what is the difference between those 3 menu items.

  • The till amount will show you the amount of money that is currently in your till.
  • The Sales Report per Terminal will give you general information concerning all the terminals and will not take into account the expenses.
  • The Cash book history will give every transactions that has been done via the till.

Thus if there are discrepencies in your till you should be able to track it down via those 3 menu items

Image:chkbox.png Go to Current Money in Terminal. Record the amount of money in it. Now Go to your Sales Report per Terminal and CashBook History, you should be able to notice that until now, both of them has the same amount.

Image:chkbox.png Now under Cash Sales, go to adjust cash book and make an Expense of Rs 200.

You should be able to notice that:

Image:chkbox.png The Current Money in Terminal has to be adjusted accordingly,

Image:chkbox.png The Sales Report per Terminal did not change

Image:chkbox.png And the Cash book history is accounting for the Expense of Rs 200.

Image:chkbox.png Repeat this above process by now doing a Transfer and an Amount received.

Image:chkbox.png Make sure that the Expense and Transfer are negative values because they are extracted from the till whereas the Amount Receive is a positive values as it is refunded in the till.

Close Till

Refer to Senario Close till. This will be one of the last things to be done

Open Cash Drawer

Image:chkbox.png This is a utility that can be tested only if your machine is connected with a Cash drawer.

Image:chkbox.png Click on Open Cash Drawer and the cash drawer will open.


Credit Sales

Click on the Credit Sales Menu Item

Credit Sales

On the screen you should be able to view the top navigation bar

Image:chkbox.png A barcode field

Image:chkbox.png A quantity field

Image:chkbox.png A search product field

Image:chkbox.png A search customer field

Image:chkbox.png An add to cart button

Image:chkbox.png A Checkout button

Image:chkbox.png An Advanced button

Image:chkbox.png A New Customer button

Image:chkbox.png A Default button

Image:chkbox.png A shipment Required drop-down menu

Searching a Product by Barcode

See section Searching a Product by Barcode

image:chkbox.png Follow the same procedures here.

Searching a Product by the Search Product Field

See section Searching a Product by Search Product Field

image:chkbox.png Follow the same procedures here.

Selecting Shipment

Click on the drop down menu under Shipment Required.

Select Shipment Required

Image:chkbox.png Check that a drop-down menu appears with the options: Shipment Required and No Shipment(By default,it is Shipment Required)

Searching a Customer in the Customer Info space

See section Searching a Customer in the Customer Info space

image:chkbox.png Follow the same procedures here.

Advanced Button

Prior to this test make sure that you have done the following things: Create a customer named Gabriel Solis(Refer to section Creating a User)which after being edited to Gaby Solis, created the "1 week" payment terms(section Create Payment Term), imported the products above (section Import Product).

Click on the Advanced button

Image:chkbox.png Request to enter Pin Number should appear.

Image:chkbox.png Enter correct Pin Number(789); a screen allowing you to give discount should appear

Image:chkbox.png Enter Wrong Pin Number(666) a message saying “It seems that you are not allowed to give discount” should appear

If you give a discount, the customer must have a payment term.

Image:chkbox.png Give a discount of 8.25%

Image:chkbox.png Click on continue, Drafted POS Order should appear.

Image:chkbox.png Click on continue to complete the order

Invoke Credit Memo

Image:chkbox.png When Invoking a valid, complete Credit Order, the system should forward you to the customer return order screen with corresponding order items in the shopping cart.

Invoke Credit Memo

Image:chkbox.png This interface contains a field allowing you to enter a Document Number

Image:chkbox.png Create a Credit Order as per Section Cash Sales but without completing it (Products: 1 Keyboard and 1 Mouse). On the Drafted State record the Document Number and exit the Order. In Invoke Credit Memo, enter the document number. The System should not allow you to continue and displays a message: “The Credit Order is not completed, can not create Credit Memo”

Image:chkbox.pngIt should also allow you to invoke completed POS orders.

Image:chkbox.png Create a goods received note(5 Capucino), record the document number an input it in the field. A message saying ”Document does not exist” should appear.

Image:chkbox.png Create a goods returned note(5 Capucino), record the document number an input it in the field. A message saying ”Document does not exist” should appear.

Image:chkbox.png Enter any number that is not a Credit order or Completed POS order document number. Error Message should appear saying :”Document number does not exist”

Settle Payment on a Credit Sales

image:chkbox.png Make a credit sales as per section Credit Sales of 1 paninie to the customer Solis Gaby.

image:chkbox.png Go to Settle Payment on a Credit Sales and enter the name of the customer you have used in Credit Sales (Solis Gaby).

image:chkbox.png The Open Invoices table should appear displaying all the credit sales made by the customer. Notice that the paid amount of the credit order (for paninie)=0.

image:chkbox.png Alongside the credit order, click on Pay in the leftmost column. You may also select the checkbox and click on Pay at the bottom right of the table.

image:chkbox.png In the new screen that appears, enter the Open Amount (already displayed on the screen) in the payment amount field. This should be Rs42.00

image:chkbox.png Click on submit.

image:chkbox.png Go back to Settle Payment on a Credit Sales for the customer Gaby. You will find the the credit sales for which you have settled payment has disappeared.

image:chkbox.png Repeat the above procedures but this time, enter a Payment Amount field that is either greater than or less than the Open Amount. You will see that the 'Over/Under Payment' field will be adjusted accordingly. A negative value indicates that the customer owes the amount.

For more testing on this section Refer to the Scenarios.

Dunning Letters

Image:chkbox.png Select some customers for whom you want to print dunning letters by ticking the box next to them in the Select field.

Image:chkbox.png Click on Print at the bottom of the page

Image:chkbox.png The message 'Dunning letters have been printed' should appear.

Image:chkbox.png You should also get a printout according to the customers you have selected.

Image:chkbox.png Now go back to dunning letters. Click Select All at the bottom of the page. All the check boxes should be ticked.

Image:chkbox.png Click Reset. All the ticks should be removed from the check boxes.

Image:chkbox.png Click Print. You should not be able to print as no customers have been selected.

Image:chkbox.png Now click on a Name. You should be forwarded to the Business Partner Details of that particular person.

Payment Allocation History

Considering the Settle Payment on a Credit Sales that have been created you should be able to,

Image:chkbox.png View all of them

Image:chkbox.png Click on the customer name to be directed to the Customer Info page.

Image:chkbox.png Click on the Order number and this should forward you to the Order created

Image:chkbox.png Click on the Invoice Number and this should forward you to the Invoice created.

Payment could either be by cash or by card/cheque.

Image:chkbox.png Check that the Payment number for each transaction is under the right column.

image:chkbox.png Make sure that the values displayed in the other column are correct.

Credit Sales History

Considering the Credit Sales that have been created in Credit Sales History you,

Image:chkbox.png Should be able to view all of them

Image:chkbox.png Should be able to click on the Order number and this should forward you to the Order created

Image:chkbox.png Should be able to see the document status.

Image:chkbox.png Should be able to see the correct date and time of the creation of the Orders

Image:chkbox.png Should be able to see the customer or vendor associated with the order, click on the name and the page will forward you to the customer or vendor details

Image:chkbox.png Should be able to see the correct payment type of each Order

Image:chkbox.png Should be able to see the Corresponding grand total of the Order. Click on the Order No, record the total amount of the Order and back in the Order History Verify if the grand total equals that of the Order.

Image:chkbox.png In the filter above, select complete Order. The table should display only the completed Order that have been made previously.

Image:chkbox.png View different Order that have been made for particular months by changing the Month and year of the filter type.

Create General Payment

Image:chkbox.png Prior to this test, make a Credit Sales with peach perfume=1 to the customer Gaby Solis. The grand total should be Rs287.50.

Image:chkbox.png Back to Create General Payment, enter Amount as 200 and Customer as Solis Gaby.

Image:chkbox.png Click on Save. A screen should appear displaying the Payment sheet in the completed status.

Image:chkbox.png Back to ' Settle Payment on a Credit Sales' , under the Unallocated Payments, you should see a record.

Image:chkbox.png Check the box alongside it. You must also check the box alongside the credit order under Open Invoices. Click on Match.

Image:chkbox.png The record under Unallocated Payments will disappear.

Image:chkbox.png Under the Open Invoices, the paid amount must turn 200 and the open amount to 87.5.

Image:chkbox.png Create another General Payment of Rs87.5. Follow the same procedures as above.

Image:chkbox.png Since this time the paid amount=the open amount, the record under the Open Invoices (for the credit sales of peach perfume) will also disappear.

Image:chkbox.png Repeat the above steps with general payments that are different from the open amount.

Image:chkbox.png The system should automatically make the adjustments.

Credit Memo History

image:chkbox.png This page displays all the Credit Memo made so far. Refer to the Credit Sales History section and follow the same steps to test this section.

Purchases

Click on the Purchases Menu Item

Goods Received Note

The following fields should be present:

Image:chkbox.png Vendor

Image:chkbox.png Vendor Ref

Image:chkbox.png Barcode

Image:chkbox.png Search Product

Image:chkbox.png Quantity

The following Buttons should be present:

Image:chkbox.png Add to Cart

Image:chkbox.png Continue

Searching a Product by Barcode and by Search field

Refer to Sections Searching a Product by Barcode and Searching a Product by the Search Product Field

Vendor

Vendor field should be a Drop down list as shown Image:selectvendordropdown.png

Image:chkbox.png If available, are you able to select a vendor(xyz Ltd)

Image:chkbox.png If no vendor available the system should not allow you to proceed

To be able to proceed with the good received note if there are no vendors, refer to Section Creating a Vendor

Add to Shopping cart

Image:chkbox.png Add the following products in the shopping cart as stated in section Searching a Product by Barcode and Searching a Product by the Search Product Field above

Image:chkbox.png Peach Perfume , Qty 50

Image:chkbox.png Peach Deodorant, Qty 50

Drafted Goods Received Note

Image:chkbox.png Click on continue

Image:chkbox.png The document should be in drafted state

Image:chkbox.png The document should resemble drafted POS Order stated in section Drafted Customer Return Order except that it should be a drafted Goods received Note

Complete Goods received Note

Refer to section Customer Return Order

image:chkbox.png Follow the same procedures here.

Goods Returned Note

The screen should resemble the one in Good Received Notes Use as products :

Image:chkbox.png Peach Perfume , Qty 2;

Image:chkbox.png Peach Deodorant, Qty 2;

Refer to Section Goods Received Note to perform the Goods Returned Note.

Image:chkbox.png Follow the same procedures to complete the Goods Returned Note.

Goods Received Note History

Considering the Goods received Note that have been created, in Goods Received Note History you:

Image:chkbox.png Should be able to view all of them

Image:chkbox.png Should be able to click on the Document No and this should forward you to the Order created

Image:chkbox.png Should be able to see the document status.

Image:chkbox.png Should be able to see the correct date and time of the creation of the Orders

Image:chkbox.png Should be able to see the vendor associated with the order, click on the name and the page will forward you to the vendor details

Image:chkbox.png Should be able to see the correct payment type of each Order(here its cheque by default).

Image:chkbox.png Should be able to see the Corresponding grand total of the Order. Click on the Document No, record the total amount of the Order and back in the Goods Received Note History, verify if the grand total equals that of the Order.

Image:chkbox.png In the filter above, select complete Order. The table should display only the completed Order that have been made previously.

Image:chkbox.png View different Order that have been made for particular months by changing the Month and year of the filter type.

Goods Returned Note History

Considering the Goods Returned Note that have been created, in Goods Returned Note History you:

Image:chkbox.png Should be able to view all of them

Image:chkbox.png Should be able to click on the Document No and this should forward you to the Order created

Image:chkbox.png Should be able to see the document status.

Image:chkbox.png Should be able to see the correct date and time of the creation of the Orders

Image:chkbox.png Should be able to see the vendor associated with the order, click on the name and the page will forward you to the vendor details

Image:chkbox.png Should be able to see the correct payment type of each Order(here its cheque by default).

Image:chkbox.png Should be able to see the Corresponding grand total of the Order. Click on the Document No, record the total amount of the Order and back in the Goods Returned Note History, verify if the grand total equals that of the Order.

Image:chkbox.png In the filter above, select complete Order. The table should display only the completed Order that have been made previously.

Image:chkbox.png View different Order that have been made for particular months by changing the Month and year of the filter type.

Performance Analysis

Click on the Performance Analysis Menu Item

Performance Analysis Report

View the custom sales report, and browse through the various links.

According to the previous sales done deduce if the charts are correctly displayed.(See example below)

Image:chart.png

Now you should have those figures available:

Image:chkbox.png Choice A: Account type : Trade Revenue, Grouped by: Revenue Recognition, View by: Price Date Range:Fixed and for today

  • Drinks=702.00
  • Bikks=1,100.00
  • Others=199.90

Image:chkbox.png Choice B: Account type : Trade Revenue, Grouped by: Products, View by: Quantity Date Range:Fixed and for today

  • Bag=4
  • Ajax in Action=5
  • 10 phone Calss=3

Then with the given data, deduce if the rest of the charts are correctly displayed.

Sales Report Per Terminal

Image:chkbox.png In the Sales Report(POS Info), you should be able to see the total amount of all the POS orders that have been done in the previous sections.

Image:chkbox.png The amount in Terminal 1 and Terminal 2 should be equal to Mau Rs21,068.96.

Image:chkbox.png The total amount of the two terminals should also be shown.

Order History

Considering the Orders that have been created in the previous sections, in Order history you:

Image:chkbox.png Should be able to view all of them

Image:chkbox.png Should be able to click on the Document No and this should forward you to the Order created

Image:chkbox.png Should be able to see the document status. Either completed(green) or drafted(red) or in progress(yellow).

Image:chkbox.png Click on the Order No of a drafted document. The page on which it forwards you should allow you to complete the order.

Image:chkbox.png Back in the Order History the document status of the drafted Order that has been edited and complete should be “completed”

Image:chkbox.png Should be able to see the correct date and time of the creation of the Orders

Image:chkbox.png Should be able to see the customer or vendor associated with the order, click on the name and the page will forward you to the customer or vendor details

Image:chkbox.png Should be able to see the correct payment type of each Order

Image:chkbox.png Should be able to see the Corresponding grand total of the Order. Click on the Document No, record the total amount of the Order and back in the Order History Verify if the grand total equals that of the Order.

Image:chkbox.png In the filter above, set Document Status drop-down menu to 'Completed'. The table should display only the completed Order that have been made previously.

Image:chkbox.png Repeat this step for the drafted Orders and the Order type and the payment type.(For now you will not be able to have drafted Orders as most of the orders has been completed. In a later state you should be able to verify the drafted orders in this way)

Image:chkbox.png View different Order that have been made for particular months by changing the Month and year of the filter type.

Document History

The Document history displays only the POS Order made

Image:chkbox.png Verify if all the documents created in the previous sections are visible in the table

Image:chkbox.png Click on the customer name and it should forward you to the customer details

Image:chkbox.png Click on the Order No and it should forward you to the Order document

Image:chkbox.png Only the Orders that have been made through cheque/credit card and mixed payment type should have a Payment No.

Image:chkbox.png Choose an Order, record the Document No, click on the associated Invoice No. Should be forwarded to the Invoice document. This document should have an Order No corresponding to the recorded Order No.

Image:chkbox.png Still in the Invoice, click on the Document No. This should forward you to the Completed Order.

Business Partner Sales Details

Image:chkbox.png This screen should have a Search field, a drop down to choose between customer and vendor Image:busipartner.png, the search button and a table displaying either customers or vendors

Image:chkbox.png Select customer in the drop down. A list of all customers should appear

Image:chkbox.png Select Vendors in the drop down. A list of all vendors should appear.

Image:chkbox.png Select customers in the drop down and in the search field enter an existing customer name. Table should display this customer's info

Image:chkbox.png Select customers in the drop down and in the search field enter a non existing customer name. The respond should be “Not found”

Image:chkbox.png Select customers in the drop down and in the search field enter a vendor name. The respond should be “Not found”

Image:chkbox.png Repeat the last 3 above by selecting vendor

Stock

Click on the Stock Menu Item

Stock Movement

Image:chkbox.png Take a particular product(Mouse). Go to stock and note down the qty available (50) for that product(Refer to Section Stock). Then Refer to section Cash Sales and Purchases, and make a Goods Received note with qty = 10, a Goods Returned Note with qty =1, a cash Sales with qty = 2, a customer return note with qty =1 all with that same particular product.

Go to Stock Movement chose date = today click on refresh. The table should be as follows:

Image:chkbox.png Opening balance = 50; Qty received = 10; Qty sold=2; Qty Returned to supplier=1; Qty Returned by customer = 1; closing balance= 58;

Image:chkbox.png Navigate through the drop down range to see if the table is updating

Image:chkbox.png Change the date range to custom and choose some dates at random to see if the table is updating

Image:chkbox.png Click on the Save as CSV button at the bottom right of the screen.

A dialog box appears offering you to either Save the file or Open it. The default option is to open it.

Image:chkbox.png Click okay.

Image:chkbox.png A spreadsheet should open displaying the Stock Movement Report exactly as it was on the screen.

Stock

This Section allows you to view all the amount of Products available


Image:chkbox.png In the search field type “mother” and the Motherboard(imported in section Import Product) will appear. Press enter and you will be able to see the quantity available in hand (ie 50 if no sales have been done on that)

Image:chkbox.png In the Search field type in barcode “100009”. Message will say “Found none”

Image:chkbox.png Go to POS Order. Make and Order on 2 “Motherboard”. Complete the Order. Back in the stock, search “Motherboard” and look at the amount in hand it should be equal to 48 (if initial amount was 50)

Image:chkbox.png Go to Goods Returned Note make a return on 2 “Motherboards”. Back in the Stock, the amount in hand should be equal to 46.

Image:chkbox.png Go to Customer Returned Order make a return on 1 “Motherboard”, back in stock the quantity in hand should be 47.

Image:chkbox.png Go to partial POS Order make an Order on “Motherboard” back in the stock the amount in hand should still be 47.

Image:chkbox.png Go to Goods receive note. Make a Goods Received of 3 “Motherboard” and the amount in hand should be equal to 50.

Image:chkbox.png Now go in the Stock Movement in the Stock Menu and you should be able to see the stock movement for “Motherboard” to be as follows: Opening Balance= 0; Qty Received=3; Qty Sold= 2; Qty returned to supplier =2; Qty Returned by customer=1; closing balance=50;


Filters of Stock

Image:chkbox.png Browse through the filter(=0, >0, <0, >25, >50, >100) and the list of all products chosen for the specified quantity should appear.

Image:chkbox.png Moreover when <0 and =0 are chosen the colors of the quantity should be highlighted.

Fast Moving Items

Image:chkbox.png The fast moving items should give you a table showing the products that we have sold the most since the beginning of the transactions.

Image:chkbox.png You must be able to notice that the most sold item is the Milkshake

Slow Moving Items

Image:chkbox.png The slow moving items should give you a table showing the products that we have sold the least since the beginning of the transactions.

Image:chkbox.png You must be able to notice that the most sold items are keyboard and mouse.

Stock Adjustment

This menu allows you to update the number of products in the stock.

Image:chkbox.png You can either search a product from its name (see section Searching a Product by Search Product Field) or from its barcode (see section Searching a Product by Barcode)

Image:chkbox.png Type Milkshake as the product name and press Enter. A table should appear displaying the product name, the quantity book, the quantity count. There should also be a Save button and a Complete button. Let the amount of milkshake present be 43.

Image:chkbox.png Type another product e.g capucino as the product name and press Enter. The product capucino should be appended to the table. Let the amount of capucino be 50.

Image:chkbox.png Type milkshake as the product name. A message should appear: ' Product Already Exists, Please enter a new one'.

Image:chkbox.png In the quantity count column change the amount of milkshake to 45. Click the Save button alongside it.

Image:chkbox.png In the quantity count column change the amount of capucino to 52. DO not click the Save button alongside it.

Image:chkbox.png Click the Complete button.

A table should appear as follows:

Image:newadjuststock.png

Image:chkbox.png Go to stock (see section Stock) and search for Milkshake and Capucino. The amount should be 45 and 50 respectively.

Image:chkbox.png Go to Stock Movement and click Refresh.

Image:chkbox.png In the table that is displayed, you should be able to see the product name=milkshake and inventory in/out=2. The other details should also be correctly displayed.

Inventory History

Image:chkbox.png Go back to Adjust Stock. Enter product name=Mouse. Change the amount to 52 and click save. Do not click complete.

In inventory history you:

Image:chkbox.png Should be able to view all the Stock Adjustment that have been created.

Image:chkbox.png Should be able to see the document status. Either completed or drafted and in different colors

Image:chkbox.png Should be able to click on the document number that has a 'completed' document status. You should be forwarded to the Inventory adjustment screen.

Image:chkbox.png Should be able to click on the document number that has a 'drafted' document status. You should be forwarded to a screen that allows you to further make stock adjustments. This screen should also have a complete button. Click on the complete button.

Go back to the Inventory History.

Image:chkbox.png Check that the document status has changed to 'completed'


Image:chkbox.png You should be able to see the correct date and time of the Stock Adjustment.

Adjust Inventory

Administration

Customers

Image:chkbox.png Click on search Image:search.png, a list of all existing customers will appear.

Creating a Customer

Image:chkbox.png Click on Image:add.png to add new customer.

Image:chkbox.pngYou should be able to fill the following fields:

Customer Name : ”Solis”, Surname: “Gabriel”, Credit Status: choose :“No credit Check”, Address 1: “Wisteria Lane”

Image:chkbox.png Click on save. You should be able to view the customer in the table.

Image:chkbox.png Click on Add Record Enter Name : “Kent” surname : “Clark” and leave the Address 1 field empty. An Error Message should appear as Address is required.

Search a Customer

Image:chkbox.png In the Search Field enter “briel” and the name “Gabriel Solis” should appear.

Edit a Customer

For each customer in the table, you will find an edit icon Image:edit.png.

Image:chkbox.png Click on the icon to edit customer “Gabriel Solis” and change “Gabriel” to “Gaby”. Click on save

Image:chkbox.png When you search “Gaby” the record of Gaby Solis should appear, with the name changed from “Gabriel” to “Gaby”

View a customer

Here also, for each of the customer you will find a view icon Image:view.png.

Image:chkbox.png Click on it, you should be able to view the details of Mrs Solis.

Activate / Deactivate a customer

Image:chkbox.png Still after having search “Gabriel Solis” on the right in the table, click on deactivate icon Image:deact.png.

Image:chkbox.png Deactivate should be changed to Activate and see “N” in the column Is Active.

Image:chkbox.png Click on activate icon Image:act.png, “Y” should appear in the Column Is Active.

Print Fidelity Card

Image:chkbox.png Choose the customer(s) by clicking on the Image:plus.png, say Solis Gaby.

Image:chkbox.png You will see on the top-right of the table, Card has 1 item.

Image:chkbox.png You can view the selected customer(s) for your cart by clicking the View button.

Image:chkbox.png You can also clear the cart by clicking on the Clear button

Image:chkbox.png You can also remove the undesired customer(s) by clicking on the Image:minus.png

Image:chkbox.png After selecting the customer, click on the Image:print.png

Image:chkbox.png Your fidelity card should be printed in PDF format (See below how a fidelity card appears).

               Image:fidelity.png


Image:chkbox.png Select a deactivated customer and then you do print fidelity card.

Image:chkbox.png An error message should be displayed in the Selected Customers screen saying Cannot print fidelity card. Please select some more customers.

Vendors

Image:chkbox.png Click on Image:search.png to view all existing vendors.

Creating a Vendor

Image:chkbox.png Click on Image:add.png add a new vendor.

Image:chkbox.png You should be able to fill in the following fields:

Company Name: “xyz Ltd”. Click on save. In the next screen, all details entered should be displayed.

Image:chkbox.png Now go to Administration and Vendors, the new vendor created should appear in the vendor table where you can view,edit and deactivate the vendor.

Image:chkbox.png Create a new vendor,without entering any data, click on save. An error message should appear stating that Business Partner Name is required.

Edit and View a Vendor

Image:chkbox.png Next to “xyz Ltd” in the vendor table, click on Image:edit.png and change the Address. Click on save.

Image:chkbox.png Next to “xyz Ltd” in the vendor table, click on Image:view.png and the address should have changed

Deactivate a Vendor

Image:chkbox.png Verify if the field “IsActive” of “xyz Ltd” is equal to “Y”. Go to Purchases and then to Goods Receive Note. Fill in the Shopping cart according to section Add to Shopping Cart and in the supplier field choose “xyz Lid” continue and complete.

Image:chkbox.png When the Good Receive note is completed verify that “xyz Ltd” name and address appear in the “To:” field in the completed Goods Receive Note.

Image:chkbox.png Then back in Vendor, next to “xyz Ltd”, click on Image:deact.png.

Image:chkbox.png It now should change to Image:act.png and the “IsActive” field should be “N”

Image:chkbox.png Go to Goods Receive note Fill in the shopping cart according to section Add to Shopping Cart and choose “xyz Ltd” in the supplier field. “xyz Ltd” should not appear as it is deactivated.

Image:chkbox.png In Vendor, activate “xyz Ltd” and Repeat the 4 processes above but this time with a Goods Return Note.

Users

Prior to Users, Roles should be created. Refer to Section Create Roles.

Image:chkbox.png In the User screen, you should be able to browse the different users, add new users, view and edit them as when needed, activate & deactivate them.

Creating a User

Image:chkbox.png Click on Image:add.png to create a new user. The User creation interface will appear with the fields to be filled

Image:chkbox.png Add a user for with user name “Jack”, password “Jack” and Pin “789” give it the “TestRoleAdmin” (created in section Creating a Role) and enter 15 in % discount allowed. click on save.

Image:chkbox.png In the User Details you should be able to see the User name as “Jack”, the Role as “TestRoleAdmin”, the IsActive = “false” and the IsSalesRep= “false”

Image:chkbox.png Edit User “Jack” and check “IsActive” and “IsSalesRep” and Save. Now in the User details you should be able to see IsActive = “true” and the IsSalesRep= “true”

Image:chkbox.png As several users can have the same role(“TestRoleAdmin”), you can create another user with user name “Lincoln”, password “Lincoln” and pin “987”, check IsActive and IsSalesRep and save.

Image:chkbox.png Create another user with UserName “Linette” password “Linette” pin “444444” and assign this user the “TestSalesRep” role. Check IsActive. Logout and login with pin “444444”. You should be able see only the menu items that “TestSalesRep” role is authorised to see

Image:chkbox.png Edit user "Linette", assign her the testDumbRole. Logout and login as "Linette". You should not be able to view any of the menu items.

Edit a User

Image:chkbox.png Click on Image:edit.png next to “Lincoln”. You should be able to view and edit the details of this user as you have entered them.

Image:chkbox.png Change % Discount allowed to 10 and click on save. Click on Image:view.png to see if the changes have been correctly done.

View a User

Image:chkbox.png Click on Image:View.png next to “Lincoln”. You should be able to view all the details of this user as you have entered them.

Login as a User

Image:chkbox.png Logout by clicking on Image:logout.png and login as Username “Jack” and Password “Jack” you should be able to have access to all the menu items

Image:chkbox.png Create another user with user name “Brie” , password “Brie” don't give this user any pin. Assign the user “Brie” the role “TestDumpRole”(Refer to section Creating a User). Tick IsActive. Save. Logout and Login as UserName “Brie” password “Jack”. An Error message should appear saying “Password is Invalid”.

Image:chkbox.png Login as “Brie” and password “Brie” you should be able to login and no menu items should appear when clicking on the Menu.

Deactivate a User

Image:chkbox.png Edit user “Linette” and click on Image:deact.png. The IsActive should be equal to false and you should be able to see Image:act.png on in the last column next to “Linette”

Image:chkbox.png With the user “Linette” deactivated, Logout and login as with user name ”Linette” and password “Linette”. You should not be able to login and the following message should appear Your user has been set inactive.

Roles

Image:chkbox.png The first screen allows you to view all the Roles that already exists, as well as to add new Roles, view and edit them.

Creating a Role

Image:chkbox.png Click on Image:add.png to add a new Role. Now you should be allowed to enter the role's name and choose the items to which this role can have access

Image:chkbox.png In the Name field Enter “TestRoleAdmin” and check all the check boxes(Click on select all at the bottom of the page) and click on Image:save.png. You should be able to View the role that have been created.

Image:chkbox.png In the Name field Enter “TestDumbRole” and without checking any box click on save. You cannot save the role.

Image:chkbox.png In the Name Field Enter “TestSalesRep” and check only 5 items at random. Record the items that you have selected. Click on save. You will be able to view the “TestSalesRep” role.

Edit a Role

Image:chkbox.png Click on Image:edit.pngand edit the “TestSalesRep” Role and add two more items at random. Record the items and save. You should be able to view the role that includes the 2 added items

Image:chkbox.png Edit the “TestSalesRep” Role and remove two items at random and save. You should be able to view the role items without the 2 removed ones.

View a Role

Image:chkbox.png If you click Image:view.png for any of the Roles created in section Creating a Role you will be able to view the roles and menu items that they carry with them

Product

Image:chkbox.png Click on Image:search.png to list all existing products or specify a product name.

Creating a Product.

Image:chkbox.png Click on Image:add.png to create Product. Fill in the Following fields:

Barcode = 000001; Name= Peach Perfume; Description = Peach Perfume; Purchase Price (excl VAT)= 200; Sales Price & Marked Price & Discounted Price & Limit Price (all Excl VAT)= 250; VAT Rate= 15%; Revenue Recognition= Cosmetics; Check the “IsActive” box and set the Product type as Item. Click on save.

image:chkbox.png To verify that product has been created , proceed as stated in the Search Product.

Image:chkbox.png Click on create product to create another Product. Fill in the Following fields:

Barcode = 000002; Name= Peach Deodorant; Description =Peach Deodorant; Purchase Price (excl VAT)= 100; Sales Price & Marked Price & Discounted Price & Limit Price (all Excl VAT) = 150; VAT Rate= 15%; For Revenue Recognition don't enter any thing; Check the “IsActive” box and set the Product type as Item.

Image:chkbox.png Click on save. Error Message should appear saying Please enter Revenue recognition.

Image:chkbox.png Repeat the above by leaving blank other mandatory fields and verify if error message appear (Note: Mandatory fields are indicated by blue (asterix)).

Image:chkbox.png Go on to create a product that already exists by entering the following details.

Barcode = 000001; Name= Mint Perfume; Description = Mint Perfume; Purchase Price (excl VAT)= 200; Sales Price & Marked Price & Discounted Price & Limit Price (all Excl VAT)= 250; VAT Rate= 15%; Revenue Recognition= Cosmetics. Check the “IsActive” box and the Product type as Item. Click on save. Error

Image:chkbox.png Message should appear saying Barcode already exists.

Image:chkbox.png Now enter the Following:

Barcode = 000003; Name= Peach Perfume; Description = Peach Perfume; Purchase Price (excl VAT)= 200; Sales Price & Marked Price & Discounted Price & Limit Price (all Excl VAT) = 250; VAT Rate= 15%; Revenue Recognition= Cosmetics. Check the “IsActive” box and the Product type as Item. Click on save. Error

Image:chkbox.png Message should appear saying "Product name already exists!".

Verify that:

Image:chkbox.png For each product created, you can attach an image for it.

Image:chkbox.png You can also activate or deactivate a product by checking the Active checkbox.

Creating a Garment

Image:chkbox.png Click on Image:add.png to create Garment. Fill in the Following fields:

Image:chkbox.png Description=Necktie; Brand= Kcloth; Model= Mcloth; Design=Dcloth; Color=Black; Purchase Price (excl VAT)= 150; Sales Price & Marked Price & Discounted Price & Limit Price (all Excl VAT)= 175; VAT Rate= 15%; Revenue Recognition= Garment. Tick a checkbox in Size. Click on save.

Image:chkbox.png To verify that the garment has been created , proceed as stated in the Search Product.

Image:chkbox.png Click on create product to create another Product. Fill in the Following fields:

Image:chkbox.png Description=Necktie; Brand= Kcloth; Model= Mcloth; Design=Dcloth. Purchase Price (excl VAT)= 150; Sales Price & Marked Price & Discounted Price & Limit Price (all Excl VAT)= 175; VAT Rate= 15%; Revenue Recognition= Garment. Click on save.

Image:chkbox.png Click on save. Error Message should appear saying Please enter the color

Search a Product

Image:chkbox.png In the search field enter “Peac” and “Peach Deodorant” and “Peach Perfume”(Created in section Creating a Product) should appear.

Image:chkbox.png Then type in “qpwo”, No products were found for should appear.

View a Product

Here also, for each of the product you will find a view icon Image:view.png.

Image:chkbox.png Click on it, you should be able to view the details of the product..

Edit a Product

Image:chkbox.png Search a Product as per section Search a Product and edit the “Peach Deodorant” and change the Purchase Price from 100 to 90 and Selling price from 150 to 140.

Image:chkbox.png Click on Save.

Image:chkbox.png (View the Product by clicking on Image:view.png and see if the price has been updated)

Import Product

Image:chkbox.png Click on Image:Import.png to import POS Product. The Import POS Product screen should have a browse field that allows you to fetch a csv file and enables you to download a template to import products.

Image:chkbox.png Click on Normal Template. You should be able to view a template in which you will be able to enter some values.

Image:chkbox.png In the template enter the following data in the specified columns. (Note creating those same product below will be also used to test some reports items)

Revenue Recognition Barcode Name Purchase Price Marked Price Discounted Price Limit Price VAT % Stock in Hand
Cosmetics 10004 Hydra-Liss Shampoo 120 130 130 120 15 50
Cosmetics 10005 Mousse a Raser 150 176 176 150 15 50
Cosmetics 10006 Deodorant for men 90 102 102 90 15 50
Food 10007 Paninie 30 40 40 30 15 50
Food 10008 Croquemonsieur 20 25 25 20 15 50
Food 10009 Pain Saucisse 20 25 25 20 15 50
Food 10010 MilkShake 25 28 28 25 15 50
Food 10011 Capucino 13 20 20 13 15 50
PC Parts 10012 LCD Screen 9452 11999 11999 9452 15 50
PC Parts 10013 Graphic Card 1234 1500 1500 1234 15 50
PC Parts 10014 Motherboard 2650 3050 3050 2650 15 50
PC Parts 10015 Keyboard 260 279 279 260 15 50
PC Parts 10016 Mouse 189 210 210 189 15 50
Books 10017 Dynamic HTML 450 420 420 450 15 50
Books 10018 Ajax in Action 230 245 245 230 15 50
Books 10019 Struts Reeijees 412 450 450 412 15 50
Books 10020 Linux Complete Ref 361 375 375 361 15 50
Books 10021 Java Developer Guide 532 550 550 532 15 50

Image:chkbox.png Follow the instruction given in green color in the Import POS Product screen and Import this list of product.

Image:chkbox.png Go in Search Product and search for some of the Product to confirm that the Importation was correctly done

Image:chkbox.png View and edit the Products to see if all the values are correct.

Image:chkbox.png Create another csv file where in between the values e.g "Croque,monsieur" instead of "Croquemonsieur" and import this file as well. An error Message is expected.


View Products transaction details

Image:chkbox.png Back in the Product Interface make a search on “Paninie”. You will be able to click on the name of the product in the table below.

Image:chkbox.png Click on Paninie. This should forward to the transactions details of this product. For now the tables are empty because no transaction have been made on this particular product.

Activate / Deactivate a Product

Image:chkbox.png Still after having search “Peach Perfume” on the right in the table, click on deactivate icon Image:deact.png.

Image:chkbox.png Deactivate should be changed to Activate and see “N” in the column Is Active.

Image:chkbox.png Click on activate icon Image:act.png, “Y” should appear in the Column Is Active.

Edit Product Attribute Value

image:chkbox.png In the Choose Attribute drop-down menu, choose 'Brand' and click List.

image:chkbox.png A table should appear displaying the record 'brand07'. (This was the Brand name you specified when creating garment.)

image:chkbox.png Click on Edit alongside the brand name.

image:chkbox.png In the New Attribute Value, enter 'brnd' and click on save.

image:chkbox.png When in the Choose Attribute drop-down menu, you choose 'Brand' and click List again, you should see that the record has changed from brabd07 to brnd.

Image:chkbox.png To verify that the garment has been modified, proceed as stated in the Search Product.

Image:chkbox.png In the Choose Attribute drop-down menu, choose the other menu items and test them accordingly.

Check/Repair Database Integrity

Image:chkbox.png Firstly, go to to the database and set the sequence id by 1 unit back. We should get an error saying cannot save PO objects.

Image:chkbox.png Now go to Administration and use the Check/Repair Database Integrity to update the sequence or restore the sequence to normal

Image:chkbox.png If update sequence fails, or could not execute, then an exception error will be displayed.

Generate Commission

Image:chkbox.png To generate commission you must have already edited the appropriate user's details for whom you would like to generate the commission. If the % commission as sales rep is left empty, that user will not appear if we generate commission. Here let's take Jack and put % commission as sales rep 8 and substract amount as 50. In Generate Commission, the values should appear as it has been edited above.

Image:chkbox.png If you click on the "Total Amount" of a sales rep, you should be able to view all the transaction details made by the particular sales rep.

View Last generated commission

Image:chkbox.png If you have generated commission successfully in the above section, this screen should show you the same details.

Payment Term

Create Payment Term

Image:chkbox.png Click on Add Record

Image:chkbox.png In Payment Term enter 1 week and in Netdays enter 7. Tick the IsActive checkbox and click on save.

Image:chkbox.png In Payment Term enter another1Week and in Net days enter -7. Tick the IsActive checkbox and click on save.

Image:chkbox.png In the Payment Term enter HalfDay and in the Net days enter 0.5. tick the IsActive checkbox and click on save.

Image:chkbox.png The system should ask you to enter a Valid Numeric Value.

Edit Payment Term

Image:chkbox.png Click on edit Next to 1 week.

Image:chkbox.png Change "1 week" to "1.5 Week" and "7" to "10" and click on save.

Image:chkbox.png Verify that the records have been changed.

Tax

Create Tax

Image:chkbox.png Click on Image:add.png to add a new Tax Rate.

Image:chkbox.png In Tax enter VAT and in Rate enter 15. Tick the Tax Exempt checkbox and click on save.

Image:chkbox.png Click on Image:add.png to add a new Tax Rate.

Image:chkbox.png In Tax enter VAT and in Rate enter 15. Tick the Tax Exempt checkbox and click on save.

Image:chkbox.png The System should display an error message:Tax rate already exists

Edit Tax

Image:chkbox.png Click on Image:edit.png Next to VAT to edit the Tax Rate.

Image:chkbox.png Change "VAT" to "VAT1" and "15" to "10" and click on save.

Image:chkbox.png Verify that the records have been changed.

Activate/Deactivate a Tax

Image:chkbox.png Click on Image:act.png to activate a Tax Rate.

Image:chkbox.png If a tax rate is activated, click on Image:deact.png to deactivate the Tax Rate.

Preferences

Search Results

Image:chkbox.png Click on the down arrow to open the drop-down menu.

Image:chkbox.png Click on 20 and click on Save.

Image:chkbox.png Go to the Stock menu and click Stock.

Image:chkbox.png Leave the field blank and click on the Search icon.

Image:chkbox.png The system should display 20 records if the database contains 20 or more records.

Image:chkbox.png Make sure that 'Displaying 1 to 20' is shown at the bottom of the page. If less than 20 records are present, the system should display all the records.

Remote Printing

Image:chkbox.png Click on the Yes radio box.

Image:chkbox.png Click Save.

Image:chkbox.png Ensure that the printer is turned on and that it is configured.

Image:chkbox.png Make a Cash Sales with 2 peach perfume and 1 capucino to the customer Solis Gaby.

Image:chkbox.png A receipt should automatically be produced.

Image:chkbox.png Ensure that all the details in the receipt e.g the Order Type, Sales Rep, Customer name, product (name, qty, price), grand total are correct.

Image:chkbox.png Repeat these steps for other Order Types, products and customers/vendors.

Image:chkbox.png Go to Cash Book History.

Image:chkbox.png Click on Reprint for a particular order.

Image:chkbox.png You should get the corresponding printout.

Price Check

Image:chkbox.png Enter barcode of the product.Click on button check to get the price of the product.Make sure that the price given is correct.

Image:chkbox.png Enter an invalid barcode. You should get an error msg: Product not found.

LogOut

Image:chkbox.png Click on the logout icon. You should be forwarded to the login screen.

Scenarios

Discount Testing

Prior to this test, make sure you have completed section Roles and section Users.

Image:chkbox.png Login with User Name “Jack” and password “Jack”

Image:chkbox.png Refer to section Edit a User to edit the User “Jack” Change the Field % Discount allowed to 10. Click on save. Go to Cash Sales (Discount/Multiple Payments), Make an Order, click on Advanced, enter “Jack's” Pin i.e.: “789” and press enter. In the field %Percentage discount enter “15”. The field should highlight indicating that user “Jack” is not allowed to give more than 10% discount.

Image:chkbox.png Enter “-5” in the field. An error msg Discount cannot be negative appears.

Image:chkbox.png Enter “8” in the field. The system should allow you to proceed. Complete the Order

Image:chkbox.png Go to administration, user and edit “Lincoln” change his % discount allowed to 20% and click on save.

Image:chkbox.png Logout and Login with pin “987” (this is Lincoln's pin created in section Creating a User) Go to Cash Sales (Discount/Multiple Payments), fill in the shopping cart and click on advanced. Enter Jack's pin “789” and press enter you should be forwarded to the Give discount screen. In the Discount Field enter “15”. As it is the Pin of “Jack” who is allowed only 10%, Field should highlight and not allow to proceed.

Image:chkbox.png Go back to the first Cash Sales (Discount/Multiple Payments) click on Advanced and this time enter “987” and in the discount field enter “15”. The system should let you proceed.

Credit Limit

Prior to this test make sure that you have done the following things: Create a customer named Gabriel Solis(Refer to section Creating a Customer)which after being edited is Gaby Solis, created the "1 week" payment terms(section Payment Term), imported the products above (section Import Product).

Image:chkbox.png First edit the customer "Gaby Solis" and in the Credit status, choose "Credit OK". In the Credit Limit field enter 1000 and click on save.

Image:chkbox.png View the Customer "Gaby Solis" to verify that the changes have been save.

Image:chkbox.png Then in the Cash Sales Menu choose Cash Sales (Discount/Multiple Payments). As per section Cash Sales, enter the following products in the Cart: "Hydra-Liss Shampoo" and "Mousse a raser". The total should be equal to Rs 306. Click on Advanced button, enter Pin "789" and Make the total equal to Rs 300 giving him a discount of Rs 6. Click on checkout and complete the Order.

Image:chkbox.png Now perform another credit order, select product "Graphic Card" and customer name:Solis Gaby. Click on the Avanced button, enter pin "789", change discount to: "5" and complete the order. It should give you an error message telling that the customer has exceeded the credit limit.


Editing Orders

Editing a Cash Sales (Discount/Multiple Payments)

Prior to this test, make sure that you have understood sections how make a Cash Sales (Discount/Multiple Payments).

Image:chkbox.png Add to the shopping card two products(1 Milkshake and 1 Paninie).

   Image:product.png 

Image:chkbox.png Do the check out and in the next screen, you will see your two produts and the total price. Notice that your order is drafted(doc status).

Image:chkbox.png Now, to edit the shopping bag,press the Edit button to go to the shopping cart once again to add or remove products (add 1 Croquemonsieur to the shopping cart)

Image:chkbox.png Do the check out once again, in the next sceen, you will see the updated shopping cart as follows.

   Image:new.png

Do section Advanced Button if required.

Image:chkbox.png Do the check out and complete the order.

Limit Price

Image:chkbox.png Go to Administration>Products. Search for the product Ajax in Action. Click on view product and note the limit price. (Normally, this should be 230).

Image:chkbox.png Go to Administration>Users. Search for the user Jack. Edit this user setting his discount to 15%. Click on Save.

Image:chkbox.png Now make a cash sales(mult. discnt) of Ajax in Action Qty=1.

Image:chkbox.png Click on Advanced. Input pin as 789.

Image:chkbox.png In the actual price column, change the price to 250 and click on Continue.

Image:chkbox.png Error msg: Discount exceeds limit price, limit price is 264.5. This is because a vat of 15% on 230 makes 264.5.

Image:chkbox.png Now go back to Administration>Users. Edit the user Jack and check the box override limit price. Click on save and repeat the above steps.

Image:chkbox.png This time you should be able to complete the order.

Close Till

Image:chkbox.png Prior to this test, make some orders, go to Current Money in Terminal and record the "net cash transaction".

Image:chkbox.png Now go to Cash Sales>Close Till and input cash amount.(Here let's consider an example where your net cash transaction is Rs 2639.30 but the cash amount you will input will be Rs 2000. This means that you still have 639.30 in your till even after closing the till - discrepancy amount.)

Image:chkbox.png Again make some orders but this time record the totals of the transactions, so that you can cross check it later.

Image:chkbox.png Then go to Current Money in Terminal and you will see the totals of your transactions equals the "Net cash Transaction".

Deactivated Products

Prior to this test make sure that you have created a product (Refer to section Create Product).

Image:chkbox.png Go to View Product (see Section View Product) and note product's barcode from the address bar of your browser.

Image:chkbox.png Deactivate this product (see Section Activate/Deactivate Product).

Image:chkbox.png Make a Cash Sales and enter the barcode of the deactivated customer.

Image:chkbox.png You should get the error message "Product Not Available product not found or is either deActivated".

Image:chkbox.png Repeat the above steps for order POS orders and screens where barcode is asked e.g Credit Sales, Goods Received Note, Goods Returned Note,Inventory Adjustment etc...

Deactivated Customers

Prior to this test make sure that you have done the following things: Create a customer named Gabriel Solis(Refer to section Creating a Customer)which after being edited is Gaby Solis, created the "1 week" payment terms(section Payment Term), imported the products above (section Import Product).

Image:chkbox.png Go to View Customer (see Section View Customer) and note this customer's ID from the address bar of your browser.

Image:chkbox.png Deactivate this customer (see Section Activate/Deactivate Customer).

Image:chkbox.png Make a Cash Sales and enter the ID of the deactivated customer.

Image:chkbox.png Click on Checkout.

Image:chkbox.png You should get the error message "The customer is either not present or is not active".

Image:chkbox.png Repeat the above steps for order POS orders and screens where user ID is asked e.g Credit Sales, Create General Payment, Settle Payment on Credit Sales etc...

Challenges

Now that you are able to navigate easily inside the system, here are some challenges that you may find interesting Challenge 1 - Bug Findings

  • The first Challenge will be to find a bug. If ever, while going through the test plan you didn't find any bug, it is highly time to find one. Your aim is to find the most possible bugs in the least possible time. So as from now you have 30 min to find a bug.
  • But don't forget to write down how you found that bug so that we can reproduce it. And be sure before writing the bug that you can reproduce it yourself.

Challenge 2 - Defeat the Accounting

  • This challenge requires you to take a role; Every programmer has to put himself in the place of the user before he starts to implement an application.
  • You have to take the role of a sales representative in a shop who is selling books.
  • Even though you are a good seller but you are also a good thief. You must try to steal money from the till without any one notice it.
  • Even though you know exactly how the cash book works and that any discrepency in money will be noticed at end of the day counting, you try to be more clever than the system and devise a method to steal money from the till and account it as an order or a customer return or whatever. Write and explain your method.
  • Don't forget it should be a valid one and not one that would be noticed.

Button Test

Although you have made POS orders before, it is possible that you have not test some buttons. For example, to add a product to cart, you may have entered the product name or barcode and press Enter every time. As such, you have not used the Add to Cart button. This does not mean that this button works fine.

In this test, you will be required to test all the buttons in the screen even if their functions in other screens have been tested.

Clients

Creating a client

The first thing to be done is to create a client.

Image:chkbox.png At the top of the internet browser, enter: http://Your Ip Address/tamak/Client.do and press enter.

Image:chkbox.png A screen allowing you to create a client should appear.

Image:chkbox.png Enter the required information and click on save. This process may take around 2 mins to complete.

Image:chkbox.png You should then be able to see the created client.

Image:chkbox.png To enter the system type in your browser http://Your Ip Address/tamak and press enter.

Image:chkbox.png You should be able to see the created client and be able to enter in the system through it.

Several Terminals

Login

Prerequisite: You will need 2 PC to perform this testing. You will also need 2 users to be able to login. We will use in this case "Jack" and "Linette".

Image:chkbox.png On Terminal 1, login as "Jack" on terminal 1 and as "Linette" on terminal 2. Don't forget to choose 2 different terminals after the login screen.

Image:chkbox.png Browse through the menu and see if on both PC you are able to have the required menu (as per section Creating a Role and Creating a User where the Roles and Users were created.)

Image:chkbox.png On terminal 2, logout and login as "Jack" or with pin "789". You should be able to login. Now check terminal 1 and try to make an Order. You should not be able to do so an be forwarded to the login screen. Reason: the same user cannot be on 2 different terminals.

Image:chkbox.png On terminal 1 login as "Linette".

Transactions

Image:chkbox.png Before proceeding make sure that both Users have the following menu items in their respective roles: Current Money in Terminal and Sales Report per Terminal found under Cash Sales and performance Analysis respectively. If not, edit their roles as per section Edit a Role and add those items to their roles. If the above procedures have been followed thoroughly only "Linette's" role may need to be updated.

Image:chkbox.png On Terminal 1 make some Orders including Cash Sales (Discount/Multiple Payments)(in cash, card, cheque and mixed), Goods Received Notes, Goods Returned Notes, Customer Returned Notes. For the Cash Sales (Discount/Multiple Payments at least 2.

Image:chkbox.png Go to Current Money in Terminal and record the transactions including the grand total.

Image:chkbox.png This done, go to terminal 2 and repeat the 2 above steps i.e. Make some orders and record all amounts in current till amount.

Image:chkbox.png Then go to terminal 1 and 2.

Image:chkbox.png Check if the amount in Terminal 1 equals the amount recorded for Terminal 1 and if the amount in Terminal 2 is equal to the amount recorded in Terminal 2.

Image:chkbox.png Repeat the above with 3 or more terminals if possible.

Load Testing

Prerequisite: You will need 2 PC to perform this testing. You will also need 2 users to be able to login. We will use in this case "Jack" and "Linette".

Image:chkbox.png On Terminal 1, login as "Jack" on terminal 1 and as "Linette" on terminal 2.

You will have to perform sales one after the other and rapid enough to be able to detect whether the system can sustain large amount of orders or not. You can also include some sales with at most 10 products and all types of sales, be it Cash Sales (Discount/Multiple Payments), Cash Sales, Quick Cash Sales and even Credit Sales.

Image:chkbox.png For at least 30 mins, each tester must make sales continuously.

Image:chkbox.png Repeat the test by changing the length of the session, the number of users and the number of terminals.

Using the JMeter

The JMeter is a Java desktop application that has been basically designed to simulate a heavy load on a server, network or object to test its strength or to analyze overall performance under different load types.

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