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| Line 50: |
Line 50: |
| | | | |
| | *Create vendors and customers according to section [[#Creating a Vendor|Creating a Vendor]] and section [[#Creating_a_Customer|Creating a Customer]]. | | *Create vendors and customers according to section [[#Creating a Vendor|Creating a Vendor]] and section [[#Creating_a_Customer|Creating a Customer]]. |
| − | *Then create and import products as per section [[#Creating_a_Product|Creating a Product]] and & [[#Import_Product|Import Product]] and verify your stock. Refer to section [[#Stock_3|Stock]]. All products should be equal to 50. | + | *Then create and import products as per section [[#Creating_a_Product|Creating a Product]] and |
| − | | + | |
| − | *Carry on by making goods received notes, goods returned notes, advanced POS orders and customer returned orders. Follow up instructions in sections, [[#Cash_Sales_2|Cash Sales]].
| + | |
| − | Continue with sections [[#Credit_Sales_2|Credit Sales]], [[#Purchases_2|Purchases]], [[#Stock_2|Stock]], [[#Administration_2|Administration]], the [[#Scenarios|Scenarios]], then the [[#Several_Terminals|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 [[#Creating a Customer|(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_2|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 [[#Cash_Sales_.28Discount.2FMultiple_Payments.29|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 Barcode]], [[#Searching_a_Product_by_Search_Product_Field|Searching a Product by Search Product Field]], [[#Searching_a_Customer_in_the_Customer_Info_space|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|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|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 [[#Creating_a_Customer|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 [[#Creating_a_Customer|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|Drafted Cash Sales]] and [[#Complete_Cash_Sales|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_3|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_3|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 [[#Searching_a_Product_by_Barcode|Search by Barcode]] or [[#Searching_a_Product_by_Search_Product_Field|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|Drafted Cash Sales]]
| + | |
| − | | + | |
| − | [[Image:chkbox.png]] Follow the same procedures
| + | |
| − | | + | |
| − | ==== Complete Customer Return Order ====
| + | |
| − | | + | |
| − | Refer to section [[#Complete__Cash_Sales|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_3|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_Returned_Order|Customer Return Orders]]
| + | |
| − | | + | |
| − | [[Image:chkbox.png]] Create a Cash Sales as per Section [[#Cash_Sales_3|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|Cash Sales History]] section and follow the same steps to test this section.
| + | |
| − | | + | |
| − | === Current Money in Terminal ===
| + | |
| − | [[Image:chkbox.png]]Click on Current Money in Terminal
| + | |
| − | | + | |
| − | [[Image:chkbox.png]]Record 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.png]]Go 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.png]]Complete the order and go back to Current Money in Terminal.
| + | |
| − | | + | |
| − | [[Image:chkbox.png]]The cash amount should be equal to initial cash amount + POS order cash Amount(19068.96)
| + | |
| − | | + | |
| − | [[Image:chkbox.png]]The card amount should be equal to initial card amount + POS order card Amount(1000)
| + | |
| − | | + | |
| − | [[Image:chkbox.png]]The cheque amount should be equal to initial cheque amount + POS order cheque Amount(1000)
| + | |
| − | | + | |
| − | [[Image:chkbox.png]]The 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_2|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|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|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|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|Creating a User]])which after being edited to Gaby Solis, created the "1 week" payment terms(section [[#Create_Payment_Term|Create Payment Term]]), imported the products above (section [[#Import_Product|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_3|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.png]]It 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_3|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|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_3|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|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|Searching a Product by Barcode]] and [[#Searching_a_Product_by_Search_Product_Field|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|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|Searching a Product by Barcode]] and [[#Searching_a_Product_by_Search_Product_Field|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|Drafted Customer Return Order]] except that it should be a drafted Goods received Note
| + | |
| − | | + | |
| − | ====Complete Goods received Note====
| + | |
| − | Refer to section [[#Customer_Returned_Order|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|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_3|Stock]]). Then Refer to section [[#Cash_Sales_2|Cash Sales]] and [[#Purchases_2|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|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|Searching a Product by Search Product Field]]) or from its barcode (see section [[#Searching_a_Product_by_Barcode|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_3|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.png]]You 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|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|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 [[#Creating_a_Role|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|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|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.png]]and 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|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_a_Product|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_a_Product|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.|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|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)
| + | |
| − | | + | |
| − | {| border="1" cellspacing="0" cellpadding="5" align="center"
| + | |
| − | ! '''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_a_Product|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|Roles]] and section [[#Users|Users]].
| + | |
| − | | + | |
| − | [[Image:chkbox.png]] Login with User Name “Jack” and password “Jack”
| + | |
| − | | + | |
| − | [[Image:chkbox.png]] Refer to section [[#Edit_a_User|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|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|Creating a Customer]])which after being edited is Gaby Solis, created the "1 week" payment terms(section [[#Create_Payment_Term|Payment Term]]), imported the products above (section [[#Import_Product|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_2|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 [[#Cash_Sales_.28Discount.2FMultiple_Payments.29|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|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 [[#Creating_a_Product.|Create Product]]).
| + | |
| − | | + | |
| − | [[Image:chkbox.png]] Go to View Product (see Section [[#View_a_Product|View Product]]) and note product's barcode from the address bar of your browser.
| + | |
| − | | + | |
| − | [[Image:chkbox.png]] Deactivate this product (see Section [[#Activate_.2F_Deactivate_a_Product|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|Creating a Customer]])which after being edited is Gaby Solis, created the "1 week" payment terms(section [[#Create_Payment_Term|Payment Term]]), imported the products above (section [[#Import_Product|Import Product]]).
| + | |
| − | | + | |
| − | [[Image:chkbox.png]] Go to View Customer (see Section [[#View_a_customer|View Customer]]) and note this customer's ID from the address bar of your browser.
| + | |
| − | | + | |
| − | [[Image:chkbox.png]] Deactivate this customer (see Section [[#Activate_.2F_Deactivate_a_customer|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|Creating a Role]] and [[#Creating_a_User|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|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.
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| − | | + | |
| − | [[Image:chkbox.png]] For at least 30 mins, each tester must make sales continuously.
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| − | [[Image:chkbox.png]] Repeat the test by changing the length of the session, the number of users and the number of terminals.
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| − | ==== Using the JMeter ====
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| − | 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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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.
