Posterita User Manual

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This Wiki is read-only for reference purposes to avoid broken links.

Contents

Introduction

Overview of the system

  • Posterita is an ERP system build upon ADempiere and Web technologies. From POS features and inventory management to advanced trade accounting, CRM and Performance management, it is the complete and ultimate solution to manage a retailing businesses with personal computers.
  • It has a Centralised System Architecture that can support multiple outlets with one single server in real-time.

Clients

Creating a client

Clientdo.png

A client is a person who has opted for the POSterita and is actually using the system in his/her organisation.

The first thing to be done before using the system is to create a client.

  • At the top of the internet browser, enter: http://Your Ip Address/posterita/Client.do and press enter
  • Enter the client details and create a user which is an administrator where you will be prompted to enter a username, password and PIN.
  • Click on save. This process may take around 2 mins to complete.
  • You should then be able to see the created client.
  • To enter the system type in your browser http://Your Ip Address/posterita and press enter
  • You should be able to see the created client and be able to enter in the system through it.

Login

Having entered the system through the client created, users have two ways to log in to the system.

  • Firstly enter your Username and Password and click on login.
  • Alternatively you can login by entering your PIN and click ok.


If on a specific POS system, you have several terminals and you need to log in to a particular terminal, make sure you always log in before clearing the cookies.

To clear cookies:

  1. Go to Tools Menu
  2. Choose Clear Private Data
  3. Check the cookies box
  4. Click on Clear Private Data Now


To log out:

  1. Click on Logout.png to log out of the system.

Role

In an organisation, several employees have different access to the system and this access is directly related to their jobs . A person can be an administrator who have access to all the menus in the system while another person can be a sales representative, who has a restricted access to the menus, for example a sales representative can view the cash sales and credit sales menu but cannot have access to administration. Go to Administration, then roles This section allows you to view, create and manage Roles.

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

For the first time the client can only use the system since he has logged in as the Administrator. If there are other people in the organisation, then the client has to create roles then users so that the other employees too can make use of the system.

To create a role:

  • Click on Add.png to add a new Role.
  • Enter the role's name and choose the items to which this role can have access


  • In the Name field Enter a role name, for example "Admin" and check all the check boxes(Click on select all at the bottom of the page)Since an Administrator should have overall access to the system
  • Click on Save.png. You should be able to View the role that have been created.


  • In the Name field enter a role name, for example “Dumb” and without checking any box click on save. Here with such a role, you cannot view any of the sub-menus.


  • In the Name Field enter another role name, say “SalesRepresentative” and check only the items that a Sales Representative is allowed to view or access.
  • Click on Save.png. You should be able to View the role that have been created.

Here a Sales Rrepresentative can have access to cash sales but he is not allowed to create users or vendors.

Editing a Role

Later, the administrator may assign a user, for example a sales representative the role of an administrator. Thus he needs to edit the sales representative's role To edit a role:


  • Click on Edit.pngand edit the “SalesRepresentative” Role and add the sub menu items he wants the sales representative to have access. Record the items and save. You should be able to view the role that includes the added items.

Viewing a Role

To view a role:


1.If you click View.png for any of the Roles created, you will be able to view the roles and menu items that they carry with them.

Users

Users are people who actually log in to the system and can access the system as an Administrator, sales representative or the client himself. The users are given username, password and PIN. The client or the administrator can create, edit and view roles and users since they can have access to administration. Go to Administration, then users Prior to Users, Roles should be created.

  • In the User screen, you should be able to browse the different users, add new users, view and edit them as when needed.

Creating a User

If a new employee joins the organisation, you need to add the employee as a user.


To create a user:

  • Click on Add.png to create a new user. The User creation interface will appear with the fields to be filled
  • Add a user, for example with role "Admin", username "Lyncoln", password “userlyn”and Pin “789”
  • Enter Userdiscount(the maximum % discount the user can give while doing a cash sales with discount).

If you put the Userdiscount to 15, meaning that this particular user can give discount up to 15 % on products.

  • Check the Active checkbox(and if the user is also a sales representative then check the Sales Representative checkbox as well) and click on save.
  • In the User Details you should be able to see the User name, the Role, the IsActive = “true” and the IsSalesRep= “true”
  • As several users can have the same role(“TestRoleAdmin”), you can create another user with user name say “Brie”, password “userbrie” and pin “987”, check IsActive and IsSalesRep and save.
  • Create another user with UserName “Linette” password “userlinette” pin “444444”, assign this user the “SalesRepresentative” role and Check IsActive.
  • Logout and login with pin “444444”. You should be able see only the menu items that “Sales Reprersentative” role is authorised to see.
  • Create user with the "Dumb" role.
  • Logout and login as the user(created in 8a).You should not be able to view any of the menu items.

Editing a User

To edit a user:

  • Click on Edit.png next to the user you want to edit. You should be able to view and edit the details of this user as you have entered them.
  • Make the desired changes and click on save. Click on View.png to see if the changes have been correctly done.

Viewing a User

To view a user: 1. Click on View.png next to the user you want to edit. You should be able to view all the details of this user as you have entered them.

Login as a User

  • Logout by clicking on Logout.png.
  • Login as User whose role is Admin(here Lyncoln) you should be able to have access to all the menu items

Deactivating a User

To deactivate a user, say “Linette”

  • Click on Deact.png. The IsActive should be equal to false and you should be able to see Act.png on in the last column next to “Linette”

With the user “Linette” deactivated, Logout and login as with user name ”Linette” and password “userlinette”. You should not be able to login.

Products

Products comprise of both items and services. The items flow in( as goods received note or customer returned order) and out(as cash sales, credit sales and goods returned note) of the system. This section allows you to view, create and manage products.

Click on Search.png to list all existing products or specify a product name.

Creating a Product

When the system introduces a new service or item, you need to create a new product.

To create a product:

  • Click on Add.png to create Product.
  • Fill all the fields for a particular product,for example peach perfume with the following:

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.

Product has been created. To verify, proceed as stated in the search product.

  • Repeat steps 1 to 2 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.

  • Click on save. Error Message should appear saying Please enter Revenue recognition.

However while filling the fields make sure that the mandatory fields( marked with blue *) are not left blank.

  • what happens when you try to create a product that already exists? Go on create product, and enter 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 Message should appear saying Barcode already exists.

  • 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 Message should appear saying "Product name already exists!".

Note:

  • For each product created, you can attach an image for it.
  • You can also activate or deactivate a product by checking the Active checkbox.

Searching a Product

To search a product:

  • In the search field enter some letters, say “Peac”, thus “Peach Deodorant” and “Peach Perfume”(Created in section above) should appear.

To search for a product that does not exist in the system:

  • Type in “qpwo”, No products were found for should appear.

Editing a Product

When details of a product change, for example its purchased price or limit price,or you need to update the details of the product in the system as well.

To edit a product:

  • Search a Product as per section 6.2 and edit the product, say “Peach Deodorant” and change the details, say Purchase Price from 100 to 90 and Selling price from 150 to 140.
  • Click on Save.
  • View the Product by clicking on View.png and see if the price has been updated.

Product Info

Importing Product

Importing product details which are saved as a csv file is a much quicker method to input products in the system rather than entering the product details one by one(refer to section 6.1). Suppose you have thousands of products to enter in the system and just imagine to create the products one after the other. A time saving procedure would be to type in the product details in the same order of fields as the NORMAL TEMPLATE(as csv) in Exel, save it as a csv file and import it following the steps below.

= Instructions

To import a product:

  • Click on 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.
  • Click on Normal Template. You should be able to view a template in which you will be able to enter some values.
  • 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
  • Follow the instruction given in green color in the Import POS Product screen and Import this list of product.
  • Go in Search Product and search for some of the Product to confirm that the Importation was correctly done
  • View and edit the Products to see if all the values are correct.

Some explanations of the terms

Revenue Recognition Revenue recognition is the column where one has to define the category of the product. For example, the garments section can be categorized into different sub-sections namely caps, t-shirts, shirts, polo shirts, dress and so on. The importance of categorizing your products will result in allowing you to differentiate between different revenue streams in which you business is based upon. It is worthwhile noting that being too confined will produce reports that will not be readable while on the other hand, being too broad will not provide relevant information.
Bar code Bar code is a code printed on most of the items, and is used for quick recognition of the products through the use of a bar code reader. It is important to point out that each bar code number assigned to a product should be unique and no two or more products should bear the same bar code number.

Name The name section is the place where you enter the name of the product. Again, each product should have a unique name assigned to it, for example, t-shirts and caps. In the case where there are several different items found in one category, they need to be demarcated by another criteria. Say in the t-shirt category there are many different items and need to be re-classified. One can do so by differentiating them by their size.

Purchase price The purchase price is the price at which you buy the product. The price should be at cost and should not include any taxes charged like VAT or sales tax.

List price The marked price is the price at which you intend to sell the product. This is the price which is generally shown on the price tag of the item. Again, the marked price should not include any taxes charged upon, like VAT or sales tax.

Standard price The standard price is the price at which the product is intended to be sold and should always be equal to the list price. It should not include VAT or sales tax.The system always read the standard price as the selling price of a product. Assume that on a particular period in time, like for Christmas, your company decides to put a special promotion on a product by giving a discount. For example, you decide to put a discount on product “X” by reducing its price from Rs 250 to Rs 199. This is the place where the discounted price (Rs 199) should be entered (and not the list price. The system will read this price by default and display it. By doing so, the system will be able to compare the list price (price at which you intended to sell the product) and the standard price (discounted price) and will be used to produce business reports.

Limit Price This is the minimum price at which a product can be sold at any time. For example, the list price of product “X” is Rs 250. This is the price at which you intend to sell the item. Say that you can afford to put a promotion price of Rs 150 for this product but you cannot afford to go below this price for any promotional period at any time. Therefore, the limit price for product “X” is Rs 150. Note that it should not include VAT or sales tax.

VAT % It is the percentage of VAT that should apply for the product. In case the product is exempted from VAT, the percentage should be zero (0). For the products on which the VAT is applicable, the appropriate VAT percentage should be listed, for example, a 15% VAT charge to be applied as per the current VAT rate prevailing in Mauritius.

Stock in Hand This is the physical inventory, that is, the number of products available in the stock at the time the items are being posted in the system.


Some Scenarios

Let us view different scenarios in order to get a better understanding

Scenario 1

Revenue recognition Name Purchase price List price Standard price Limit price VAT % Tshirt Ozone-size large 160 250 250 250 15


In this particular situation, the system will automatically calculate the total purchase price of Ozone by adding a 15% VAT charge on the purchase price listed. Therefore, the product will cost you Rs 184 [Rs. 160 +VAT (15%)]. Same process will be carried out when calculating the selling price. One interesting point to now in this situation is that the limit price is equal to the list price which means that you will not be able to offer any promotion for this item.


Scenario 2

Revenue recognition Name Purchase price List price Standard price Limit price VAT % Tshirt Babe-size medium 110 200 160 160 15


For this scenario also, the system will automatically calculate the total purchase price and total selling price by adding a 15% discount on them. The list price for this product is Rs 200, which means you intended to sell it for this amount. But the standard price is different from the list price which means that this is the price at which the item is currently being sold. As the limit price is Rs 160 as well, it implies that you will not be able to sell this item below this price.


Scenario 3

Revenue recognition Name Purchase price List price Standard price Limit price VAT % Tshirt ZoneA-size medium 200 300 300 250 15


As usual the system will automatically calculate the total purchase price and total selling price by adding a 15% discount on them. In this context, the list price and the standard price is the same which means you are currently selling the product at the price you intended to sell it. As the limit price is Rs 250, it implies that in the future, you can decide to reduce its price to Rs 250 at most.


Scenario 4

Revenue recognition Name Purchase price List price Standard price Limit price VAT % Tshirt ZoneC-size xtra large 200 300 250 225 15


For scenario 4 as well, the system will automatically calculate the total purchase price and total selling price by adding a 15% discount on them. For this situation, the list price is Rs 250 which means that you intended to sell it for this amount. But as the standard price is at Rs 250, it indicates that you are currently selling it at this price. However, you may wish to reduce it at a later stage as the limit price of Rs 225 is has not yet been reached.

Note: When saving the excel sheet, the “Save as type” should be “CSV (Comma delimited) (*.csv) as shown below

Vendors

Vendors are suppliers who supply the system with products so that the system does not run out of stock. Go to Admininstration then to vendors This section allows you to view, create and manage Vendors. Click on Search.png to view all existing vendors.

Creating a Vendor

If a new vendor starts supplying products to the system, you should create a vendor.

To create a vendor:

  • Click on Add.png to add a new vendor.
  • Enter a vendor name, for example xyz "Ltd".
  • Click on save.
  • In the next screen, all details entered should be displayed.
  • 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.
  • Create a new vendor,without entering any data, click on save. An error message should appear stating that Business Partner Name is required.

Editing and Viewing a Vendor

If a vendor details change for example the fax no or phone no, you should update it in the system.

To edit a vendor:

  • Next to Name in the vendor table, click on Edit.png
  • Change the Address.
  • Click on save.
  • Next to name in the vendor table, click on View.png and the address should have changed

Deactivating a Vendor

When a vendor has ceased supplying products, you can simply deactivate it. To deactivate a vendor:

  • Verify if the field “IsActive” of “xyz Ltd” is equal to “Y”.
  • Go to Purchases and then to Goods Received Note.
  • Fill in the Shopping cart according to section 6.1.3 and in the supplier field choose “xyz Ltd” continue and complete.
  • When the Good Received note is completed verify that “xyz Ltd” name and address appear in the “To:” field in the completed Goods Receive Note.
  • Then back in Vendor, next to “xyz Ltd”, click on Deact.png. It now should change to Act.png and the “IsActive” field should be “N”
  • Go to Goods Receive note Fill in the shopping cart according to section 6.2 and choose “xyz Ltd” in the supplier field. “xyz Ltd” should not appear as it is deactivated.

In Vendor, activate “xyz Ltd” and Repeat the 4 processes above but this time with a Goods Returned Note.

Customers

Some organisation find it necessary to keep customer records while it may not be the case with others. Customers are actually people who buy the products and if the organisation allows credit transactions then it becomes very important to maintain customer records.

  • Click on search Search.png, a list of all existing customers will appear.


Creating a customer

It is the job of the administrator to create new customers.

To create a customer:

  • Click on Add.png to add new customer.
  • Fill in the required fields for a customer say, Customer Name : ”Solis”, Surname: “Gabriel”, Credit Status: choose :“No credit Check”, Address 1: “Wisteria Lane”
  • If you leave any of the mandatory fields empty, you will get an error message saying that this particular field is required.
  • Click on save. You can view the customer in the table.

Searching a Customer

  • In the Search Field enter some letters found in the name of the customer or simply the customer name and press enter, the name should appear. For instance if you enter “briel” then the name “Gabriel Solis” should appear.


Editing a Customer

  • For each customer in the table, you will find an edit icon. Click on Edit.png beside the name whose details you want to edit.
  • Make the appropriate changes and save it.


Viewing a customer

  • Here also, for each of the customer you will find View.png.
  • Click on it, you should be able to view the details of the customer you want to view.

Activating / Deactivating a customer

Suppose it has been a long time, a customer does not make any transactions, so you can simply deactivate that customer.

To deactivate a customer:

  • Click on deactivate icon Deact.png.

If ever you deactivate a customer,

  • You can still click on activate icon Act.png to make that customer active.

Printing Fidelity Card

If a customer is very regular to your organisation and some organisations do provide such customers with a fidelity card. A fidelity card may allow a customer to obtain priviledges such as discounts or participate in other interesting events in the organisation. So you can simply carry out this task as follows;

To print a fidelity card:


  • Choose the customer(s) by clicking on the Plus.png, say Solis Gaby.
  • You will see on the top-right of the table, Card has 1 item.
  • You can view the selected customer(s) for your cart by clicking the View button.
  • You can also clear the cart by clicking on the Clear button
  • You can also remove the undesired customer(s) by clicking on the Minus.png
  • After selecting the customer, click on the Print.png

Your fidelity card will be printed in PDF format (See below how a fidelity card appears).

               Fidelity.png

NOTE: when selecting a deactivated customer and then you do print fidelity card, an error message should be displayed in the Selected Customers screen saying Cannot print fidelity card. Please select some more customers.

Cash Sales

To do a cash sales you should be able to access the cash sales menu. While performing a cash sales, the total amount of the cash sales goes to the cash book, the cash sales is recorded in the cash sales history and the quantity of the products sold are accordingly adjusted in the stock.

Now you can perform various types of cash sales,

  • Cash Sales (Discount/Multiple Payments)
  • Cash Sales
  • Quick Cash Sales
  • Cash Sales (Customer Compulsory)


Cash Sales (Discount/Multiple Payments)

When you do a Cash Sales (Discount/Multiple Payments), you can give customers discounts on products. Suppose the organization is giving discount on a particular product, and this discount amount can only be given by an administrator or a sales representative who is authorized to give a certain percentage discount.

  • You scan the product barcode through the barcode reader(if the customer is buying ONE product).

The product should be added to the shopping cart

If the customer is buying two or three products(quantity is greater than 1), say 3 LCD, you can do it in 2 ways:

  • Enter a quantity (3) then pass the barcode
  • You can scan the barcode, then use the Pluscart.png to increase the quantity of the product or the Minuscart.png to decrease or adjust the quantity as desired by the customer.

How to remove a product from the shopping cart after it has been added to the cart on the spot? It often happens that a customer decides not to buy a product although the barcode has been passed through the reader. So in such a case,

  • Click on the Crosscart.png to remove the item from the shopping cart.

If the product the customer is buying does not have a barcode, then

  • Enter the product name(or some letters in the product name)in the Search Field
  • A list of products containing those letters should appear in a drop down
  • Select the required product and click on enter

The product should be added to the shopping cart

  • Type in the customer name in the search customer field. If the customer is found, you select the appropriate customer name.
  • If the customer is not found, then click on Newcus.png to create a new customer.
  • If you do not find it necessary to enter customer details, then skip steps 7a and 7b.

If you want to give a discount on the products bought,

  • Click on Advance.png
  • You will be forwarded a message box prompting you to enter PIN.

This is to make sure that only the user with the authority to give discount should be giving discounts.

  • You are requested to enter PIN and click on Ook.png
  • If you make an error while entering the PIN or by mistake you clicked on Advance.png, you can use Cancel.png to close the message box.
  • It restricts unauthorised users from accessing the screen to give discounts or if wrong PIN is entered the following error message appears It seems you are not authorised to give discounts and you click Ook.png.

It also checks that this particular user whose entered his/her PIN does not exceed his/her Userdiscount value. For example, if you have a userdiscount of 10, then you cannot give a % discount exceeding 10.

  • You enter the % discount(if you are authorised to) on the particular product.

If you exceed the userdiscount you are allowed to, then the % discount field will become RED and when you click on Continue.png, you will not be able to complete the order.

  • Select the payment type(by default it is cash).
  • If you select Card, you will have an additional field to enter card no.
  • If you select Cheque, you will have an additional field to enter cheque no.
  • If you select mixed, you will have two additional fields to enter card no and cheque no.
  • Click on Editcart.png to edit the cash sales.
  • Click on Continue.png to continue.
  • You will get a drafted copy of the cash sales with the vendor details, document status as drafted, and the payment rule on the top left of the document. On the top right, you have the customer details, the sales representative's name, the reference no, and the date and time of creation of cash sales.
  • Enter the amount tendered by the customer and the amount to be refunded is displayed in the amount tendered field.
  • Click on Editcart.png to go to the first order screen and modify the information in the shopping cart as well and the customer's information.
  • Click on Delete.png if you want to delete the cash sales.
  • You get a message box Are you sure you want to delete this record? and you click on Ook.png to confirm the delete operation or you click on Cancel.png.
  • Click on complete to complete the cash sales.
  • Click on New Order to do another Cash Sales (Discount/Multiple Payments).

Cash Sales

A Cash Sales works in the same way as a Cash Sales (Discount/Multiple Payments). However, here you cannot give discounts or accept multiple payments.

  • You scan the product barcode through the barcode reader(if the customer is buying ONE product).

The product should be added to the shopping cart

If the customer is buying two or three products(quantity is greater than 1), say 3 LCD, you can do it in 2 ways:

  • Enter a quantity (3) then pass the barcode
  • You can scan the barcode, then use the Pluscart.png to increase the quantity of the product or the Minuscart.png to decrease or adjust the quantity as desired by the customer.

How to remove a product from the shopping cart after it has been added to the cart on the spot? It often happens that a customer decides not to buy a product although the barcode has been passed through the reader. So in such a case,

  • Click on the Crosscart.png to remove the item from the shopping cart.

If the product the customer is buying does not have a barcode, then

  • Enter the product name(or some letters in the product name)in the Search Field
  • A list of products containing those letters should appear in a drop down
  • Select the required product and click on enter

The product should be added to the shopping cart

  • Type in the customer name in the search customer field. If the customer is found, you select the appropriate customer name.
  • If the customer is not found, then click on Newcus.png to create a new customer.
  • If you do not find it necessary to enter customer details, then skip steps 7a and 7b.
  • You select the payment type(by default it is cash).
  • If you select Card, you will have an additional field to enter card no.
  • If you select Cheque, you will have an additional field to enter cheque no.
  • Then you click on Checkout.png
  • You will get a drafted copy of the cash sales with the vendor details, document status as drafted, and the payment rule on the top left of the document. On the top right, you have the customer details, the sales representative's name, the reference no, and the date and time of creation of cash sales.
  • Enter the amount tendered by the customer and the amount to be refunded is displayed in the amount tendered field(If tender type is cash).
  • Click on Editcart.png to go to the first order screen and modify the information in the shopping cart as well and the customer's information.
  • Click on Delete.png if you want to delete the cash sales.
  • You get a message box Are you sure you want to delete this record? and you click on Ook.png to confirm the delete operation or you click on Cancel.png.
  • Click on complete to complete the cash sales.
  • Click on New Order to do another Cash Sales.


Quick Cash Sales

A quick cash sales operates just like the cash sales but it does not have a drafted state. Obviously it allows cash sales to be done at a much quicker pace thus saving time.

  • Follow steps 1 to 9 in Cash Sales to do a quick cash sales.
  • Click on New Order to do another Quick Cash Sales.

Cash Sales(Customer Compulsory)

At times, it might be necessary to have customer details in the system while doing a cash sales, so here while doing a cash sales(customer compulsory), it is indispensable to enter a customer before completing the cash sales. It operates just like a Cash Sales (Discount/Multiple Payments).

  • Follow steps 1 to 7b in Cash Sales (Discount/Multiple Payments).
  • Click on Checkout.png
  • If you do not enter any customer, then you will not be able to continue, and the following message will appear Please enter the customer. You enter the customer and you repeat step 2.
  • Continue with steps 10 to 15 in cash sales.

If you want to give a discount on the products bought,

  • Continue with steps 8 to 22 in Cash Sales (Discount/Multiple Payments).

Cash Sales History

In a Cash Sales History as the name suggests, you can view all the cash sales made, be it Cash Sales (Discount/Multiple Payments), Cash Sales, Quick Cash Sales, or Cash Sales(Customer Compulsory) in a tabular form displaying the Document No, Status, Date created, Customer/Vendor, Payment By, Grand Total and the ability to reprint.

  • Click on the Document No and this should forward you to the cash sales created.
  • Click on the name and the page will forward you to the customer details.
  • You can use the filter by for Document Status, Month or Year and view the cash sales in different document status, month or year.

Suppose a customer comes and requests a sales representative to provide him a copy of a receipt of cash sales made earlier. The sales representative can just search for that particular cash sales by filtering the month, search for that particular date and customer and just reprint that cash sales.

Still while completing a cash sales, if printing problems arise, you can still reprint it.

  • You even have the choice to reprint a cash sales. Click on Reprint.

Prepare Order

This interface allows you to make a cash sales up to the In Progress state and allows you to complete that cash sales at a later stage by using the document no.

  • Follow the steps 1 to 14 in cash sales and you will prepare an order.

When you do step 14 in cash sales your last screen will where the document status will be in progress. You record the document no.

Complete Prepared Order

The cash sales you prepared above, you can complete it whenever the need arises.

To complete a prepared order:

You must have the document no of the cash sales you want to complete and you just go to Prepared Order History and you record it.

  • Enter a document no
  • Click on Invoke.png
  • You will be forwarded to that particular cash sales and you just complete it as you complete a normal cash sales.

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.

  • Click on the Document No and this should forward you to the Prepared Order created.
  • Click on the name and the page will forward you to the customer details.
  • You can use the filter for Month or Year and view the Prepared Orders in different month or year.
  • You even have the choice to delete a prepared order. Click on Delete.

Customer Returned Order

At times, when a customer returns some items to the system, you need to keep a record for it since products flow in the system.

To do a customer return order:

Way 1

  • Follow steps 1 to 7c as in cash sales
  • Before clicking on checkout, you need to enter a reason.
  • If you do not enter a reason you cannot continue and the message “Reason is compulsory” is displayed.
  • Continue with steps 9 to 14 to complete the Customer Returned Order.

Invoke Customer Returned Order

Way 2

When a customer returns products(they may return a cash sales itself which contains the document no), then

  • Enter a document no
  • Click on Invoke.png
  • You will be forwarded to that particular Customer Returned Order and you just complete it as you complete a normal cash sales.

Current Money in Terminal

In Current Money in Terminal, you can view the Opening Balance, Net Transaction, Cash Total, Card Total, Cheque Total, and Grand Total.

  • When a cash sales is made, its total should be added to the Net Transaction.
  • If the payment is made by cash, then Cash Total should be adjusted accordingly.
  • If the payment is made by cheque, then Cheque Total should be adjusted accordingly.
  • If the payment is made by card, then Card Total should be adjusted accordingly.
  • If the payment type is mixed, then Cheque Total, Card Total and Cash Total should be adjusted accordingly.

As soon as you do a cash sales, you can go to Current Money in Terminal and you can check the values being adjusted accordingly.

Adjust Cash Book

When you need to adjust the cash book, then

  • Enter the amount of money and choose the cash Type(expense, transfer or receipt appears as drop down).
  • Click on Submit.png to confirm this adjustment.

Cash Book Report

In the cash book report, you can view the transactions involving the cash book as cash type and amount.

To select date of From and To,

  1. Use the drop downs or
  2. Click on Extension.png, you can select the Date and
  3. Use the h and m drop down you can select a specific time as well.
  4. Click on Submit.png to view the report.

If you want to view the report in more details,

  1. Click on the Show Details link
  2. Click on the Hide Details link to hide the details if required.

Cash Book History

The Cash book history will give the record for every transaction that has been done via the till.

  1. Use the above filter to select particular months and view the Cash Book History for the specified time.
  2. Click on the Cash Journal for a specific date, for example 01/15/2007 posterita Cash Book, and you are forwarded to the Cash Line Details
  3. Once in the cash line details, click on the Show Details link to view the report in more details
  4. Click on the Hide Details link to hide the details if required.
  5. Click on Invoice and go to that particular Invoice.

Close Till

This is one of the last things to be done. At the end of the day, as a sales representative, you should close the till to retrieve the amount of money in the terminal for all the sales done.

Before closing the till go to Current Money in Terminal and note the Cash amount, cheque amount and card.

  1. Then in close till enter the recorded amounts for cash, cheque and card
  2. Enter a beginning balance (The beginning balance is the cash amount that will be brought for the next day).
  3. Click on Submit.png.

Open Cash Drawer

When a sales representative starts using the system, first off all he should open the drawer to be able to carry out his daily transactions. When your machine is connected with a Cash drawer which is compatible with the system,

  • Click on Open Cash Drawer to open it.


Customer Returned History

In a customer returned history,you will get all the customer returned order details.The details are as follows:

  1. The Document Order
  2. Status
  3. Date Created
  4. Customer/Vendor
  5. Payment(cash,card,or cheque)
  6. Total Amount

Credit Sales

In this section you can do a credit sales, view it and settles the payment for that particular credit sales or create general payments.

Credit Sales

A credit sales is an order where customers allowed to buy products on credit where each customer has a payment term, a credit status and credit limit.

A payment term in this context is the delay within which a customer can pay the credit amount taken or allowed, for instance it can be 1 month, 6 months or 1 year.

Credit limit is the maximum amount of credit that can be allowed to a customer. For example if the credit limit is 5000 then the customer cannot buy products on credit amounting to 5100 since he cannot exceed 5000.

Credit status determines whether

  • a customer can be given credit(credit Ok) or
  • he/she is on credit watch that is he/she has previously bought products on credit and cannot do any more credit transactions unless the previous credit amount is settled(Credit Watch) or
  • a customer cannot be given credit.

1. Follow steps 1 to 7 as in cash sales to do a credit sales,

You can also opt for the particular credit sales, whether shipment is required or not. 2a. Select Shipment No

2b. If you do not enter Shipment No and you continue the credit sales, the message Please specify whether the shipment should be generated along with the order and invoice is displayed.

3a. Type in the customer name in the search customer field. If the customer is found, you select the appropriate customer name. The customer you select, should have a payment term, or if you continue the credit sales else you will get an error message Customer does not has a Payment Term,Please create one.

3b. If the customer is not found, then click on Newcus.png to create a new customer and select a payment type as well.

4. Continue with steps 9 to 14 if discount is not given on this credit sale and complete it.

5. To give discount, continue with steps 8 to 21 as in Cash Sales (Discount/Multiple Payments) and complete the credit sales.

Invoke Credit Memo

Suppose a customer has already bought some products on credit but now he wants to return it. Here you can invoke a credit sales, you get the customer return order screen for that particular credit sales.

  1. Enter a document no
  2. Click on Invoke.png
  3. You will be forwarded to that particular Customer Returned Order and you just complete it as you complete a normal cash sales.

Settle Payment on a Credit Sales

When a customer wants to settle a credit sales

1.You enter the customer name and press enter

You get a list of Open Invoices(if the customer has bought on credit sales or returned a product on credit), Unallocated payments(if general payment is created for the customer and Aging. You have 2 ways to settle a credit sales

Way 1: To settle a particular credit sales

2. If you want to settle a particular credit sales then click on pay (found in the leftmost column ) for the particular sales.

3. You will get the following

Createpayment.png

4. Fill in the required data such as

  • Payment amount and Over/Under Payment will be displayed
  • Discount Amount
  • Write-off Amount(in the above example, the Write-off Amount is .15 or you can just leave it blank)

5. Select the Tender Type Cash, Cheque or Card.

6. Click on Submit.png

Way 2: To settle multiple credit sales

7. Check the box for the different credit sales and click on Pay.png

8. You will get the following screen Createpayment2.png

9. Fill in the Amount and Tender Type and click on save.

Update records using the Match button

At times, when there has been a customer return order for a credit sales, customer does not need to actually pay for the credit sales because the products have been returned but the transactions are saved.

  1. Check the box for the credit sales and the respective customer returned order and click on Match.png
  2. The 2 records will disappear.

When a customer just do a general payment with no reference to the a specific credit sales, this is categorized as unallocated payments.

  1. To match the unallocated payments with a credit sales, check the appropriate credit sales and the specific record for unallocated payments and click on Match.png

The payments will be adjusted accordingly where the Grand total is the total amount for the credit sales, and Paid amount is the amount which has been settled and Open amount is the amount left to be settled for a credit sales.

If the amount for the unallocated payments is greater than the amount in the credit sales you want to match, then the following error message is displayed Allocation amount is more than the open amount for invoice, can not allocate.

It should also be noted that payment by card or cheque, the amount is adjusted as soon as the payment is completed whereas for a payment by cash, the payment amount is adjusted only after the cash book is closed.

Dunning Letters

Dunning letters are sent to customers who have not yet settled their payments on credit and they have either approached the due date or have already reached their due date(depending on the customer's payment term). This is to remind them to settle their payments in the latest delay.

To print dunning letters:

1. Check the checkbox for the customer(s) whom you want to print dunning letters.

2. You can check all the checkboxes by clicking on Select.png

3. Use the Reset.png to uncheck the checked boxes.

4a. Click on Printletter.png to print the letters for the selected customers.

4b. You should not be able to print if no customers are selected.

5. Click on a Name. You are forwarded to the Business Partner Details of that particular customer.

Payment Allocations History

In Payment Allocations History, you can view all the details of the credit transactions and payments made.

  1. Click on View.png to access all the records.
  2. Alternatively, you can type in the name of the customer whose payment allocation you want to view and then click on View.png

Credit Sales History

In a Credit Sales History as the name suggests, you can view all the Credit Sales made, in a tabular form displaying the Document No, Status, Date created, Customer/Vendor, Payment By, Grand Total and the ability to reprint.

1. Click on the Document No and this should forward you to the Credit Sales created.

2. Click on the name and the page will forward you to the customer or vendor details.

3. You can use the filter by for Document Status, Month or Year and view the Credit Sales in different document status, month or year.

Suppose a customer comes and requests a sales representative to provide him a copy of a receipt of Credit Sales made earlier. The sales representative can just search for that particular Credit Sales by filtering the month, search for that particular date and customer and just reprint that Credit Sales.

Still while completing a Credit Sales, if printing problems arise, you can still reprint it.

4. You even have the choice to reprint a Credit Sales. Click on Reprint.

Create General Payments

Another alternative to settle payment on a credit sales, is to create general payments and then use the match button in settle payment on a credit sales.

To create a general payment:

  1. Enter the amount.
  2. Select the customer by entering the name of the customer in the Search Customer field and press enter.
  3. Select Tender type.
  4. Click on Save.png.

Credit Memo History

In a Credit Memo History as the name suggests, you can view all the Credit Memo invoked, in a tabular form displaying the Document No, Status, Date created, Customer/Vendor, Payment By, Grand Total and the ability to reprint.

1. Click on the Document No and this should forward you to the Credit Sales created.

2. Click on the name and the page will forward you to the customer or vendor details.

3. You can use the filter by for Document Status, Month or Year and view the Credit Memo in different document status, month or year.

Still while completing a Credit Memo, if printing problems arise, you can still reprint it.

4. You even have the choice to reprint a Credit Memo. Click on Reprint.

Purchases

Goods Received Note

When products are supplied by vendors, they should be recorded in the system and these are entered as Goods Received Note.When such a transaction is made, the stock should be adjusted accordingly, the Goods Received Note goes to the Goods Received Note History.

  1. Select the vendor name in the Vendor drop drown.
  2. Follow steps 1 to 6 as in cash sales.
  3. Continue with steps 9 to 14 to complete the Goods Received Note.
    1. If you do not select vendor and click on Checkout.png, then the message Supplier Name is required is displayed and you cannot continue.
    2. Select the vendor and continue with Goods Received Note.
  4. Click on Newnote.png to do another Goods Received Note.

Goods Returned Note

These are items that are returned to the vendors by the organization in case of due expiry date, or bad quality or any other reason. When such a transaction is made, the stock should be adjusted accordingly, the Goods Returned Note goes to the Goods Returned Note History.

  1. Select the vendor name in the Vendor drop down.
  2. Follow steps 1 to 6 as in cash sales.
  3. Continue with steps 9 to 14 to complete the Goods Returned Note.
    1. If you do not select vendor and click on Checkout.png, then the message Supplier Name is required is displayed and you cannot continue.
    2. Select the vendor and continue with Goods Returned Note.
  4. Click on Newnote.png to do another Goods Returned Note.

Goods Received Note History

In a Goods Received Note History as the name suggests, you can view all the Goods Received Notes made, in a tabular form displaying the Document No, Status, Date created, Customer/Vendor, Payment By, Grand Total and the ability to reprint.

1. Click on the Document No and this you are forwarded to the Goods Received Note created.

2. Click on the name and the page will forward you to the vendor details.

3. You can use the filter by for Document Status, Month or Year and view the Goods Received Note in different month or year.

Still while completing a Goods Received Note, if printing problems arise, you can still reprint it.

4. You even have the choice to reprint a Goods Received Note. Click on Reprint.

Goods Returned Note History

In a Goods Returned Note History as the name suggests, you can view all the Goods Returned Notes made, in a tabular form displaying the Document No, Status, Date created, Customer/Vendor, Payment By, Grand Total and the ability to reprint.

1. Click on the Document No and this should forward you to the Goods Returned Note created.

2. Click on the name and the page will forward you to the vendor details.

3. You can use the filter by for Document Status, Month or Year and view the Goods Returned Note in different month or year.

Still while completing a Goods Returned Note, if printing problems arise, you can still reprint it.

4. You even have the choice to reprint a Goods Returned Note. Click on Reprint.


Performance Analysis

A person is very often interested in knowing how much sales he has done, so in this section he can view the performance of his organization in different can ways, including tabular forms, pie charts, bar charts, time series, sales reports per terminal if there are various terminals and view business partner details individually.

Performance Analysis Report

Here you can analyze the overall performance of the system by viewing the sales categorized by quantity or price for today, last week, last 2 weeks, last 3 weeks, current month, last 3 months, last 6 months or current year as pie charts, bar charts or time series through which you can make a quick overview of the performance.

  1. You select the Account Type, grouped.by, View By, Date Range which appear as drop down.
  2. If you select Date Range as Fixed then you will have custom as drop down and you can select any of them.
  3. If you select Date Range as Custom then you have to select To and From.
  4. By clicking on Extension.png, you can select the Date and by using the h and m drop down you can select a specific time as well.
  5. You select the kind of chart(pie chart, bar chart, time series or tabular) you want to view, and click on Refresh.png.
  6. You will thus get the appropriate chart to analyze.

Sales Report per Terminal

The Sales Report will give you general information concerning all the terminals and will not take into account the expenses. You can view the sales report for each terminal independently, thus you can also the performance of a sales representative if the latter is on a particular terminal.

  1. If you select Date Range as Fixed then you have to select from range drop drown.
  2. If you select Date Range as Custom then you have to select To and From.
  3. By clicking on Extension.png, you can select the Date and by using the h and m drop down you can select a specific time as well.
  4. Click on Refresh.png and you will get the sales report per terminal as cash total, card total, cheque total and amount for terminal 1, terminal 2 etc.
  5. Finally you can also save the data you get as a CSV file and you just click on Saveascsv.png.

Order History

In an Order History as the name suggests, you can view all the Orders made, be it Cash Sales (Discount/Multiple Payments), Cash Sales, Quick Cash Sales, or Cash Sales(Customer Compulsory), credit sales, credit memo, goods received notes, goods returned notes in a tabular form displaying the Document No, Status, Date created, Customer/Vendor, Payment By, Grand Total and the ability to reprint.

1. Click on the Document No and this should forward you to the cash sales created.

2. Click on the name and the page will forward you to the customer/vendor details.

3. You can use the filter by for Document Status, Month or Year and view the cash sales in different document status, month or year.

Still while completing an order, if printing problems arise, you can still reprint it.

4. You even have the choice to reprint an order. Click on Reprint.

Document History

In a Document History as the name suggests, you can view all the cash or credit sales made, be it Cash Sales (Discount/Multiple Payments), Cash Sales, Quick Cash Sales, or Cash Sales(Customer Compulsory), credit sales, in a tabular form displaying the Document No, Status, Date created, Customer/Vendor, Payment By, Grand Total and the ability to reprint.

1. Click on the Document No and this should forward you to the cash sales or credit sales created.

2. Click on the name and the page will forward you to the customer details.

3. You can use the filter by for Document Status, Month or Year and view the cash sales in different document status, month or year.

Still while completing an order, if printing problems arise, you can still reprint it.

4. You even have the choice to reprint a cash sales or credit sales. Click on Reprint.

Business Partner Sales Details

In a system, a business partner can either be a customer or a vendor. Here you can view the sales details for any of them.

Suppose you want to view the details for a particular customer,

  1. Type in the name in the search field, and select partner type as customer and click on Search.png
  2. You will get the contact details for that partner.
  3. Click on the name and you will get the partner details like Open Amount, Credit Used, Credit Limit, Revenue, Credit Status and First Sale, the Product Info and Order Info.
  4. Click on Document No to view a particular order.

Repeat the above steps but select partner type as vendor if you want to view the sales details of a vendor.


Webstore Products - No Image Report

Stock

You can check the quantity in stock of a product, follow the movement in and out from the system, the Product which has been sold the most or least for a specific period of time and do inventory adjustment as well.

Stock Movement

In the Stock Movement Report, you can follow the flow of items in and out of the system in terms of the Product Name, Opening Balance, Inventory In / Out, Qty Received, Qty Sold, Qty Returned to Supplier, Qty Returned by Customer, and Closing Balance for a specific time period.

  1. Select the date range(appears as drop down)
  2. If date range is fixed, then select range appears as drop drown and you can select any of them.
  3. If date range is custom, then use the Extension.png to select date for To and from and use the h and m dropdown to choose time
  4. Click on Refresh.png to view the report.
  5. Click on Saveascsv.png to save the report as a CSV file.

Stock

To check the quantity in stock of a particular product,

  1. Scan the barcode and click on View.png.
  2. Type in the name in the Name field to search for a product by name and click on View.png.

Use the quantity filter, if suppose you want to get a list of products whose quantity in stock is greater 50(>50) or any other option in the filter.

Fast Moving Items

In Fast Moving Items Report, you can view the items which have been sold the most in a specific time period in a tabular form in terms of the name, barcode and the net qty sold.

  1. Follow steps 1 to 5 as in Stock Movement.

Slow Moving Items

In Slow Moving Items Report, you can view the items which have been sold the least in a specific time period in a tabular form in terms of the name, barcode and the net qty sold.

  1. Follow steps 1 to 5 as in Stock Movement.

Stock Adjustment

To adjust stock for only one product:

  • Type in the name of the product in the product name field, select the name and press enter
  • Alternatively, Scan the barcode
  • You will get the Product name, Quantity book and Quantity count. You input the Quantity count and click on Save.png then on Complete.png.

For stock adjustment involving multiple products refer to Adjust Inventory

Inventory History

In Inventory History, you can view all the transactions involving stock adjustment in terms of the C, Document Status, and Movement Date.

  • Click on the Document Status to view that particular document.
  • You can click on the Header Movement Date and to view the dates in ascending or descending order.

The same can be done for any column header to view the details in a particular order.

Adjust Inventory

For stock or Inventory adjustment for multiple products,

  • Enter the Quantity count for a product and Click on Save.png
  • Repeat step 1 for other products then click on Complete.png.

Administration

In Administration, the user as administrator, can create users, roles, customers, products, payment term or tax and can also generate commission.

Customers

Refer to Customers.

Vendors

Refer to Vendors.

Users

Refer to Users.

Role

Refer to Role.

Products

Refer to Products.

Edit Product Attribute Value

Check/Repair Database Integrity

Generate Commission

You can generate commission for sales representatives based on their sales performance. Before generating any commission, you should edit the user details(as sales representative).

  • Select Document Basis for Commission.
  • Enter Substract Amt**(if any amount is to be substracted from the commission of the sales representative).
  • Enter % Commission for the sales rep.
  • Calculation Frequency(when the commission should be generated-weekly, monthly etc).
  • Save the changes.

The above changes done should be reflected in generate commission.

  • Use the Extension.png to select date for To and from and use the h and m drop down to choose time.
  • Click on Submit.png.

The details will be in tabular form.

  • Click on Download CSV to download the generated commission.
  • Click on Total Amount for a particular user and you will get the Commission Details for that user and all the sales done by him.
  • You can use Back go to commission.

Last Generated Commission

Here you can view the commission which was generated only recently that is the last generated commission.

Payment Term

A payment term is the delay within which a customer can pay the credit amount taken or allowed, for instance it can be 2 weeks, 1 month, 6 months or 1 year.

Creating a Payment Term

To create a Payment Term:

  • Click on Add.png to add a Payment Term.
  • Enter a Payment Term name, for example 1.5 week.
  • Enter Net Days.
  • Click on save.
  • In the next screen, all details entered should be displayed.
  • Now go to Administration and Payment Term, the Payment Term created should appear in the Payment table where you can view,edit and deactivate the Payment Term.
  • Create a Payment Term,without entering net days, click on save. An error message should appear stating that netDays is required .

Editing a Payment Term

If a Payment Term details change for example the net days, you should update it in the system.

To edit a Payment Term:

  • Next to Name in the Payment Term table, click on Edit.png
  • Change the details.
  • Click on save.

Deactivating a Payment Term

Suppose a payment term which was being used in the past, and now is no more being used, so you can simply deactivate it.

To deactivate a Payment Term:

  • For that particular payment term, click on Deact.png. It now should change to Act.png and the “IsActive” field should be “N”

Tax

Tax is the tax rate which can be used in the system. The need to create new tax rate may arise when the government policy or certain other policy changes.

Creating a tax rate

To create a tax rate:

  • Click on Add.png to add a tax rate.
  • Enter a tax name, for example VAT.
  • Enter the rate.
  • Check the Tax exempt box.
  • Click on save.
  • In the next screen, all details entered should be displayed.
  • Now go to Administration and Tax, the tax created should appear in the tax table where you can view,edit and deactivate the tax.
  • Create a tax, without entering rate, click on save. An error message should appear stating that field required rate .

Editing a Tax

If a Tax details change for example the rate, you should update it in the system.

To edit a Tax:

  • Next to Name in the Tax table, click on Edit.png
  • Change the details.
  • Click on save.

Deactivating a Tax

Suppose a Tax which was being used in the past, and now is no more being used, so you can simply deactivate it.

To deactivate a Tax:

  • For that particular Tax, click on Deact.png. It now should change to Act.png and the “IsActive” field should be “N”

Preferences

In preferences, you can choose the way you want the search results to be displayed, and whether you can enable remote printing as well.

  • Select the appropriate data from the drop down and save it.

Price Check

Here you can simply scan the barcode of any product through the reader and the price will be displayed.

Creating Multiple Terminals

  • Go to your Adempiere Home (e.g.: C:\Adempiere) and run Run_Adempiere.bat if you are using Windows else Run_Adempiere.sh for Linux.
  • Once you see the Adempiere Login Screen, click Icondb.jpg
Adempiere Login
  • Once the Adempiere Connection Screen is open, you need to check whether your settings are fine.
Adempiere Connection
  • Click on Test Database button to check whether you configuration is good, if not, make necessary correction.
  • Once validated, click on the Tick Button.
  • Then login as SuperUser with password System. ( Username and Password are case sensitive)
  • Click on the Tick Button. You will be shown the Defaults Tab on the same Adempiere Login screen.
  • Select Role as your pos name, i.e. for e.g. if your pos name is Posterita POS, choose Role as Posterita Admin and click the Tick Button to login.
  • Once you login, type terminal in the lookup text field and press enter. You will be show the POS Terminal.
  • Double click on the POS Terminal to open the POS Terminal Screen.
  • Once the opened, click on the new record to icon to create a new terminal
    • Enter the name of the new terminal, say Posterita2 Terminal
    • Right Click and do zoom on the cash book. A Cash Book Screen will be opened.
    • Create a new Cash Book by clicking on the new record icon.
    • Enter the name of the new Cash Book, say Posterita2 Cash Book
    • Save and Exit
  • Right Click and do Requery on Cash Book on the Pos Terminal Screen.
  • Select the new Cash Book created. (In my case, it is Posterita2 Cash Book)
  • Choose your Sales Representatives. It should be your POS Sales representatives, i.e in my case the name of the POS is Posterita POS, so the sales rep should be Posterita Sales Rep
  • Select the Price List, in my case it should be Posterita Price List
  • Select your Warehouse, in my case it should be Posterita Warehouse
  • Select your Template Business Partner by clicking the green button
    • Once the Business Partner Info Screen appear, type standard in the name field. The text should be %standard and press enter in the textfield itself.
    • Once the search results are shown, choose Business Partner info with name standard Customer
    • Once selected, you will return to the Pos Terminal Screen and click on the save icon.
  • Now verify that everything is ok by navigating up and down from the green icon above.
  • Make sure that everything is the same as your previous terminal, that is Terminal 1 except for Cash Book and Name of the terminal which should be different.
  • Now clear your cookies on your browser and load your application.
  • Once login to Posterita, you should be able to see the terminal created

Note: You may or may not Stop your Adempiere Server.

--shameem 09:13, 10 May 2007 (EDT)