POINT OF SALE

SOFTWARE

User Manual
Prepared by: High Garden Supply Chain Solutions
Version: POSv1.1 Basic

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TABLE OF CONTENTS

LOGGING IN.................................................................................................................................. 3
MAIN MENU .................................................................................................................................. 4
ENTER SALES ............................................................................................................................... 5
PRODUCT SEARCH ..................................................................................................................... 6
PERFORM SALE ........................................................................................................................... 7
ADMIN SETTING .......................................................................................................................... 8
PAYMENT METHOD ................................................................................................................... 9
CATEGORIES .............................................................................................................................. 10
ENTER PRODUCT ...................................................................................................................... 11
EDIT PRODUCT DETAILS........................................................................................................ 12
EDIT PRODUCT CODE/ BAR CODE ...................................................................................... 13
CHANGE PRODUCT CATEGORY .......................................................................................... 14
ENTER NEW STOCK ................................................................................................................. 15
EDIT STOCK PURCHASES ....................................................................................................... 16
STOCK TRANSFER .................................................................................................................... 17
PURCHASES RETURN TO SUPPLIER ................................................................................... 18
STOCK SHEETS .......................................................................................................................... 19
EXPENSES .................................................................................................................................... 20
REPORTS...................................................................................................................................... 21

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 LOGGING IN

Click POS (Point of Sale) shortcut on Desktop launch

Or alternatively go to Start – All programs – POS

Username - enter username as given by the administrator

Password – enter password
Branch – select respective Branch
Mode – Normal mode is the default and Self Service Kiosk mode is for small business Kiosks.
Click Log In button to get into the system
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 MAIN MENU

POS Software system is modular based

On the left pane there are nodes representing modules in the system

Each user group is assigned to its specific modules

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 ENTER SALES

Once logged into the Main Menu

Click Enter Sales to perform sales

After Enter Sales loads, click START SHIFT – beginning or continuation of SHIFT

5
 PRODUCT SEARCH

Once the SHIFT starts, Product search is possible

Click on Show All or type Product Description – to find the requested product
Payment Method and Products are inserted by the Admin

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 PERFORM SALE

As soon as Product Search is done, select Product enter Sales Quantity required
If there is various Payment Method enter the partial amounts under the Base Amount
accordingly and the
Amount To be Paid - will be calculated in alignment with the current Rate

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 ADMIN SETTING

Login as Admin User

Click Admin, move along to User Management and click Create Users
Username - enter username
Password – enter password and confirm
Valid password for all branches or for just a certain branch

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 PAYMENT METHOD

Click Admin, move along to Payment Method

Payment Method – type the payment method e.g Ecocash
Rate – enter current rate
Fiscal Group – above the Save Changes button, there is PAYMENT METHOD FISCAL
GROUP, thus align and enter accordingly depending on the Payment Method
Once done click the green button Save Changes

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 CATEGORIES

Click Admin, move along to Categories

Type in the Category Name
Click Save to create a Category

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 ENTER PRODUCT

Click on Stock on the Main Menu

Click Product Details and go under Enter New Product
Select Category
Create Product Code (should be unique for each product)
Product Description – enter product name
Reorder Level – alert for when Product is running low
Bin Location – Product location in the Warehouse
CLICK Save Product to enter the product into the system

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 EDIT PRODUCT DETAILS

Click on Stock on the Main Menu

Click Product Details and click Edit Product Details
Deactivate Product – disabling a product
Activate Product – enabling a product
Click Save All once completed the product edit

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 EDIT PRODUCT CODE/ BAR CODE

Click on Stock on the Main Menu

Click Product Details and click Edit Product Code/ Bar Code
Bar Code – disabling a product
Click Save to update the code

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 CHANGE PRODUCT CATEGORY

Click on Stock on the Main Menu

Click Product Details and click Change Product Category
New Category – select Category
Click Update Category to update Category

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 ENTER NEW STOCK

Click on Stock on the Main Menu

Click Add New Stock Purchases and click New Stock Purchases
Click Show All and select a Product
Quantity– Enter Stock Quantity
Cost per Unit – cost of stock
MarkUp % - optional, can enter the markup percentage
Selling price per unit – selling price for the product
Click SAVE and stock is added into the system

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 EDIT STOCK PURCHASES

Click on Stock on the Main Menu

Click Add New Stock Purchases and click Edit Stock Purchases
Quantity– Edit Stock Quantity
Click Save to update Stock Purchases

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 STOCK TRANSFER

Click on Stock on the Main Menu

Click Add New Stock Purchases and click Stock Transfer
Click Show All to select a product
Select– tick the box
Enter Quantity to be transferred – amount of products to be transferred
Reference – internal reference
Transfer selected stock to – select branch where the products are transferred to
Click Transfer and a transfer report will be generated

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 PURCHASES RETURN TO SUPPLIER

Click on Stock on the Main Menu

Click Return stock to supplier
Click Show All to select a product
Number of units to be returned – enter units
Reason for Purchases Return – state the reason
Returned to – name of supplier

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 STOCK SHEETS

Click on Stock on the Main Menu

Click Stock Take
Click Stock Sheets
Balances As At– select date
With Stock Balances – tick the box so as to have the report show Stock Balances
Click RUN REPORT to generate the report

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 EXPENSES

Click on Expenses on the Main Menu

Click Enter and View Expenses
Expenses Date – select the date at which the expenses were incurred
Expenses Description – type of expense
Cost – enter cost of expense and should be in USD
Click SAVE EXPENSE to insert the expense in the system

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 REPORTS

 SALES REPORTS
 STOCK REPORTS
 CUSTOMERS REPORTS

Click on Reports on the Main Menu

Select which Reports to view

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