Casio Reckon User's Guide

i Point of Sale Range 2014Startup guideLite, Professional, Enterprise

xPrinting receipts and invoices 159Browsing the Internet 160Working with Table Manager 161About Table Manager 162Enabling Table Manager 163Enabli

86The information displayThe information display displays system messages and the touch screen layout if used. If an incorrect key is pressed and you

87Introducing POS Terminal optionsThere are many options available to you in POS Terminal:Option (tab) refer to page...General 88Display 89Lists 90Key

88General tabThe General tab allows you to set general options for POS Terminal, including Terminal ID and transaction start number. You can also choo

89Introducing POS Terminal optionsDisplay tabThe Display tab allows you to adjust the Point of Sale window and text to suit your business needs. You c

90Lists tabThe Contact and Currency lists are only available in POS Enterprise and POS Professional.The Lists tab controls the information that POS Te

91Introducing POS Terminal optionsFor more information on the Lists tab, refer to the POS Terminal in-product Help.

92Keyboard tabThe keyboard is one of the most crucial areas associated with POS terminals. The Keyboard tab is where you assign function keys to allow

93Introducing POS Terminal optionsFor instructions on how to design a POS keyboard, refer to the POS Terminal in-product Help.Touch keyboardIf you sel

94For information on the POS keyboards, refer to the POS Terminal in-product Help.

95Introducing POS Terminal optionsScanner tabYou can use the Scanner tab to select your specic scanner or, if not available, select the Generic Barco

xi Reservation Alerts 181Viewing, editing or deleting reservations 182Backing up and restoring your Table Manager layout 183Using Split Bills with

96For information on setting up a barcode scanner, refer to the POS Terminal in-product Help.

97Introducing POS Terminal optionsCustomer Display tabYou can use the Customer Display tab to set properties for your customer display.A customer disp

98For information on setting up a customer display, refer to the POS Terminal in-product Help.Receipt printer tabThe Receipt Printer tab is where you

99Introducing POS Terminal optionsFor information on setting up a receipt printer or a custom receipt printer, refer to the POS Terminal in-product He

100Kitchen printer tabThe Kitchen Printer tab enables you to connect your POS Terminal to the kitchen printer. This feature has been designed to allow

101Introducing POS Terminal optionsFor information on setting up a kitchen printer or Ethernet printer, refer to the POS Terminal in-product Help.

102Invoice printer tabThe Invoice Printer tab is where you can set up the invoice printer properties, the heading and column captions and what appears

103Introducing POS Terminal optionsFor information on setting up a invoice printer, refer to the POS Terminal in-product Help.

104Cash drawer tabYou can use the Cash Drawer tab to set up a cash drawer in POS Terminal.Most common types of cash drawer can be used with POS Termin

105Introducing POS Terminal optionsFor information on setting up a cash drawer or draw kicking device, refer to the POS Terminal in-product Help.

xii(Optional) Making table reservations with Appointment Manager 199Using SMS with Appointment Manager 200Enabling Reckon SMS 201Sending a SMS fro

106EFTPOS tabThe EFTPOS tab is used to set up your EFTPOS device. Having EFTPOS available through the main POS terminal reduces the possibilities of c

107Introducing POS Terminal optionsFor information on setting up EFTPOS, refer to the POS Terminal in-product Help.

108Card reader tabYou can use the Card Reader tab to set up POS Terminal for Smartcard technology.For information on setting up a card reader, refer t

109Introducing POS Terminal optionsScale tabThe Scales tab enables you to connect a scale to the computer. They need to be set up so that the computer

110Report printer tabThe Report Printer tab enables you to select to print reports on your receipt printer or your Windows printer. The option you sel

111Introducing POS Terminal optionsPump tabThe Pump tab enables you to activate your Fuel Edition and select your pump type. To activate Point of Sale

112For information on the Pump tab, refer to the POS Terminal in-product Help.

113Introducing POS Terminal optionsTable Manager tabThe Table Manager tab enables you to design your area layouts using tables, plants, kitchens, bars

114The Table Manager tab is only available in POS Enterprise and POS Professional.For more information on designing your table manager layout and the

115Introducing POS Terminal options

xiii Customer display 230Standard keyboards 231Magnetic card reader 232Scanner 232POS keyboards 236Receipt printers 237Contacting Reckon 242Aus

116The Appointment Manager tab is only available in POS Enterprise and POS Professional.For more information on setting up the display of your appoint

117Working with POS TerminalWorking with POS Terminal7POS Terminal functions 118Setting POS Terminal function key options 118POS Terminal transactions

118POS Terminal functionsPOS Terminal includes a list of functions that you can use through a sales transaction once applied to individual keys. You n

119Working with POS TerminalFunction key DescriptionBackspace Delete the last key typed. For example, if you intend to enter 105 but instead enter 104

120Function key DescriptionCurrency Conversion (this is only available in POS Enterprise and Professional)Create a number of Currency Conversion funct

121Working with POS TerminalFunction key DescriptionHold Transaction Allows the operator to pause the transaction. Click Hold Transaction to return th

122Function key DescriptionNumber Entry Allows you to enter a number, for example, serial number, within a transaction. Percentage Discount Applies a

123Working with POS TerminalFunction key DescriptionQuantity Use as a multiplication function to record the number of any specic item sold. Quantity

124Function key DescriptionSplit Bills(this is only available in POS Enterprise and Professional)Allows splitting of transaction payment by item or n

125Working with POS TerminalFunction key DescriptionTransaction History Display a list of transactions so that receipts can be reprinted or reviewed.U

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126Function key DescriptionTable Manager(this is only available in POS Enterprise and Professional)Enables you to access the area layouts that you ha

127Working with POS TerminalPOS Terminal transactionsThis section describes some standard POS Terminal transactions to help get you started. Some of t

128Basic transactionsThe following section describes the general function keys used to complete basic transactions.Selling a non-inventory part itemTh

129Working with POS TerminalThere are dierent methods for entering a product for a transaction on POS Terminal:Method DescriptionProduct Code Enter t

130Press the Product Price Level function key again to disable the function, whether it is set to permanent or not.Entering a numberThe Number Entry f

131Working with POS Terminal1. Enter the unit of measure.2. Press the Unit of Measure function key.3. Select the item this unit of measure relates

132If you have the touch screen activated, POS Terminal displays the onscreen keyboard where you can enter the memo onto the screen.If you want a memo

133Working with POS TerminalEntering a no sale (F4)You can use the No Sale function key to open the cash drawer. The sales person, date, and time are

134When you set up this function key:• Select the Unlock Password option if you want a specic password to unlock the terminal. Enter the unlock pass

135Working with POS TerminalSending a messageThe Send Message function key is only available in POS Enterprise and POS Professional.The Send Message f

1Welcome to Reckon Point of SaleWelcome to Reckon Point of Sale1Installing Point of Sale 2Quick overview 2Getting help with POS 3This chapter introduc

136Selling more than one product (*)By default, POS Terminal sells one item when you enter a product for a transaction.To sell more than one of a prod

137Working with POS TerminalEntering a cash transaction (F12)If the transaction is being paid for by cash:1. Enter the transaction as usual.2. Enter

138POS Terminal in the EFTPOS tab on the Options window in POS Terminal.To complete an EFT transaction with the Tender EFT option:1. Follow the promp

139Working with POS TerminalTo complete the EFT transaction with the Allow Cash Out option:1. Add the cash out required with the transaction total.2.

140The cheque number entry is saved with the transaction history (only available in POS Professional) in Reckon Accounts and printed on the customer’s

141Working with POS Terminal1. Enter the transaction as usual.2. Click Subtotal when all items are entered.3. Enter the foreign currency amount the

1423. Click the appropriate tender function key to complete the transaction, e.g. Cash (F12).Tendering a voucherThe Tender Voucher function key recor

143Working with POS TerminalPlacing a transaction on holdTo place a transaction on hold:1. Start the transaction as usual.2. Click the Hold Transact

1442. Click the Retrieve Transaction function key.3. Complete the transaction as usual.Alternatively, use the Hold Transaction list.1. Click the Re

145Working with POS TerminalCorrecting an entry (F6)If an item is entered in a transaction by mistake or the customer changes their mind:1. Click the

2Installing Point of SaleBefore you begin to work with Point of Sale 2014, you’ll want to install your software or upgrade from an earlier version.The

146A Cash Out can’t be performed in conjunction with a refund for EFTPOS. This must be a separate transaction. If a Cash Out is to be reversed this mu

147Working with POS Terminalwhich the customer pays you, e.g. Cash (F12).Canceling a sale (F8)To cancel at any time while entering a transaction:• Cl

1483. Click the Dollar Discount function key.4. Continue the transaction as usual.To discount the transaction total by dollar amount:1. Enter the t

149Working with POS Terminal4. Click the Percentage Discount function key.5. Click the appropriate tender function key to complete the transaction,

150Applying surchargesThis section shows you how to apply surcharges to transactions. Applying a dollar surchargeThe Dollar Surcharge function key app

151Working with POS TerminalApplying a percentage surchargeThe Percentage Surcharge function key allows for specialist surcharges, for example, a 10%

1523. If you see the Select a Layby Account window, select a Layby Account (maybe if a customer is adding to a current Layby) or press New. 4. Click

153Working with POS Terminal5. Click the appropriate tender type function key that the customer is paying with to complete the transaction. For examp

1546. Click the appropriate tender type function key the refund is paid by, for example Cash (F12), to complete the refund.Working with customer acco

155Working with POS TerminalTendering an account charge (Home)To tender an account charge:1. Select the customer account.2. Enter the items as usual

3Welcome to Reckon Point of SaleEach program performs a unique function but relies on the other applications for key data. For example, Reckon Account

156not work for POS Terminal customer account transactions. If your accounting method is cash based, you must apply credits to your customer’s account

157Working with POS TerminalReckon AccountsPayments made on a customer’s account in POS Terminal must be applied to their invoices when the payment is

158Managing your cashThis section shows you to how to manage your cash using oats and cash clearance. Recording the oat in amount (1)The Cash Float

159Working with POS TerminalRecording a cash clearanceThe Cash Clearance key records money removed from the cash drawer for deposit into a safe or ban

160Line feeding a receiptThe Receipt Line Feed function key advances the receipt printer paper by one line at a time to allow for the feeding of new r

161Working with Table ManagerWorking with Table Manager8About Table Manager 162Enabling Table Manager 163Setting up area layouts for all terminals 165

162About Table ManagerTable Manager is only available in POS Enterprise and POS Professional.The table manager feature in POS enables you to design th

163Working with Table ManagerEnabling Table ManagerBefore you can use table manager you must enable it in POS Administrator. When you enable table man

164Reservations are an arrangement to secure accommodations, such as at a restaurant or hotel. When they are enabled in POS, you can set several optio

165Working with Table ManagerSetting up area layouts for all terminalsIt is recommended that you set up your layout on the terminal that is using the

4In-product HelpIn-product Help describes each window and is available when you press F1 from an active window. You can access these topics by searchi

166Several objects can be added to areas, these are:Icon Description Type (interactive or non-interactive)Bar non-interactiveFire Exit non-interactive

167Working with Table ManagerIcon Description Type (interactive or non-interactive)Toilets non-interactiveWall non-interactiveTo open the Table Manage

168All about areasAn area is where you add your interactive tables and non-interactive objects to visually represent your actual business layout. If y

169Working with Table ManagerIf you are using a multi terminal environment any change that is made to an area on one POS Terminal will be updated on t

170you want by entering it in the Capacity eld on the Table Manager Designer window (the Capacity eld can be set from 0 to 99). For more instruction

171Working with Table ManagerFor more instructions on deleting tables, refer to the POS Terminal in-product Help or simply press F1 on the Design Tabl

172For more instructions on changing the ve editable table states, refer to the POS Administrator in-product Help.Changing table iconsThe Table Manag

173Working with Table ManagerChanging Miscellaneous iconsThe Table Manager Designer allows you to change the misc icon. You can upload your own image

174Adding the Table Manager function keyOnce table manager has been enabled and area layouts setup, a Table Manager function key has to be added to yo

175Working with Table Manager• If Table Manager is disabled after a key is set up with this option selected, the function key operates like a Hold or

5Welcome to Reckon Point of SaleConventions used in this guideThis guide uses a number of conventions to communicate information to you, as shown in t

176Using Table ManagerThis section explains the basics of using Table Manager. For step-by-step instructions, refer to the POS Terminal in-product Hel

177Working with Table Manager

178Switching areasIf you have set up more than one table area layout, POS Terminal creates a list of your areas making it easier for you to switch to

179Working with Table ManagerIndicators on tablesIf you have a held transaction against a table or have added a note against a table using either Appo

180Retrieving a transactionIf you want to use Table Manager to retrieve transactions you must set up a Retrieve - Table Manager function key.To retrie

181Working with Table Managerother customers aren’t allocated this table. You can also set the time that you want to extend the reservation for if a c

182When the Reservation Alert displays you have three options:• Delete Reservation - click Delete Reservation to delete the reservation. The table be

183Working with Table ManagerFor instructions on viewing, editing or deleting reservations, refer to the POS Terminal in-product Help.Backing up and r

184A Split Bills function key must be added to every keyboard layout that you want it to appear on. POS doesn’t do this for you automatically.The Spli

185Working with Appointment ManagerWorking with Appointment Manager9About Appointment Manager 186Enabling Appointment Manager 186Setting up Appointmen

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186About Appointment ManagerAppointment Manager is only available in POS Enterprise and POS Professional.Point of Sale is widely used in the catering

187Working with Appointment ManagerWhen you enable appointment manager you will see a message telling you to add an Appointment Manager function key t

188Enabling AppointmentsWhen you enable Appointment Manager you have the option to enable its advanced features. Once they have been enabled you can s

189Working with Appointment ManagerFor more information on the options on the Appointment Manager tab, refer to the POS Administrator in-product Help.

190For more information on setting up Sales Rep, refer to the POS Administrator in-product Help.

191Working with Appointment ManagerSetting up Appointment Manager on each terminalThis section explains the concepts for setting up Appointment Manage

192For instructions on setting up the Appointment Manager options, refer to the POS Terminal in-product Help.

193Working with Appointment ManagerUsing Appointment ManagerThis section explains the basics of using Appointment Manager. For step-by-step instructio

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195Working with Appointment ManagerFinding appointment time and dateYour Appointment Manager window defaults to display the view that you set up previ

7About Point of SaleAbout Point of Sale2Overview 8About POS Lite 8About POS Professional 9About POS Enterprise 9The POS system 10How does POS integrat

196Button Description(displays when Weekly view is chosen)Displays the current weekScrolls the grid up Scrolls the grid downScrolls the grid leftScrol

197Working with Appointment Manager3. Click Customer List or Contact List.4. Click New.5. Enter the detailed information of the new customer or con

198Editing or deleting appointmentsUsing Appointment Manager you can view, edit or delete appointments on any time for any particular day. You can onl

199Working with Appointment ManagerIf you have integrated your Table Manager and Appointment Manager and waitlisted appointments, these appointments w

200You can access the Appointment Manager from within the Table Manager window by clicking the Appointment Manager button.Using SMS with Appointment M

201Working with Appointment ManagerTo be able to use Reckon SMS in POS, you must rst sign up on the Reckon website.Once you have signed up, you can e

202Using the SMS Options tab you can set how you want to send the SMS; automatically or manually, what time you want to send the SMS; at a certain tim

203Working with Appointment ManagerFor more information on the SMS options tab, refer to the POS Administrator help.Sending a SMS from POS Administrat

204Dealing with Missed MessagesIf your POS system is oine for any reason and during that time there were scheduled messages to be sent, those SMS mes

205Working with Appointment Manageredit an existing one, a message asks you whether you want to send an SMS to that customer. If you click No, then no

8OverviewPOS - Enterprise, Professional and Lite - tracks everything that happens during a transaction at the point of sale. It then feeds this back t

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207Processing end of dayProcessing end of day10End of day procedure 208Avoiding unwanted service items creating problems 221This chapter explains how

208End of day procedureWhen you process your end of day POS Administrator creates a le to send to Reckon Accounts. This reduces the inventory on hand

209Processing end of dayThe Select the Reports window opens.The Department Sales, Promotion Sales and Customer Loyalty reports are only available in P

210If this window is not shown, the Don’t show report selection page option has been selected on the EOD tab in the Options window in POS Administrato

211Processing end of day8. Enter the information as described:Option DescriptionDo not reset the Sales Information (X Report)Click to select this opt

212Option DescriptionReset the Transaction Number Click to select this option to reset the transaction numbers back to one. This option is only availa

213Processing end of day10. Enter the information as described.Option DescriptionOpen the Cash Drawer Click to open the cash drawer.Tender Types The t

214Option DescriptionTotal in Drawer The total of all tender types entered displays in this eld.Keyboard Click this button to use a touch keyboard to

215Processing end of day13. Enter the information as described.Option DescriptionPrint the reports on the Receipt Printer Click to select to print the

9About Point of SaleAbout POS ProfessionalPOS Professional gives you all the features of POS Lite and many additional advanced features to enhance you

216Option DescriptionWindows Printer Click to select the printer from the drop-down list. This option is only available if the Windows printer is sele

217Processing end of day15. Select the elds as described:These options only apply to Keycorp EFT. Perform the Ingenico/Westpac settlement on the EFT

218Option DescriptionInitiate EFTPOS SettlementClick to select if you want to pass EFTPOS information to the EFT terminal to perform the settlement an

219Processing end of dayAll options selected in the Reset the Sales Information window are displayed for your conrmation.17. Click Next.If you select

22018. Click Next to automatically backup your database to this location.You will see a backup successful message. Click OK.19. Click Finish to exit t

221Processing end of dayAvoiding unwanted service items creating problemsSometimes an item may be accidentally moved or changed in Reckon Accounts. Wh

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223Getting supportGetting support11Troubleshooting 224Supported POS devices 226Contacting Reckon 242If something goes wrong with your computer or with

224TroubleshootingThe following is a guide for some of the simple things you can do before you call your supplier for help.If you need to call the sup

225Getting support• The computer is turned on• The monitor is on• All the leads are rmly plugged into the sockets at the back of the PCThe keyboar

10The POS systemPOS Enterprise, POS Professional and POS Lite consist of three components that integrate to provide a simple, yet powerful, total reta

226EFTPOS isn’t workingCheck the following:• Run the self-test to ensure that the line is up• Check all the connections to the PC• Check the setup

227Getting supportDevices that are compatible with POS using Universal Serial Bus (USB) ports are marked USB compatible in the supported POS devices l

228• IBM SureOne 4614• Keycorp• Obvios c430-624S• POSBox cash drawer• POSiex CR-3100• POSiex CR-3104• POSiex CR-3200• POSiex CR-3204• POS

229Getting support• Goodson GC-54EFTPOS• Ingenico NPT 700 Series (V.3.21) for Westpac EFTPOS Extra• Ingenico PC-EFTPOS for ANZ, NAB, CBA, WBC, SUN,

230Customer display• Casio SA5000/5100 Customer Display• Citizen C2201-PD• Citizen C2202-PD• DSP 800/850A• Epson DM-D101II• Epson DM-D202II• Fi

231Getting support• POSiex PD-2300 (USB compatible)• RSD CD5220/CD6220• Sibnet Pole Display• Soteke VFD 2 Line 20 Character• Puritron ICD2002•

232• TiPro QM128A PC (PC Keyboard Section)• UMDM264 K01 PCMagnetic card reader• Keycorp K33QScanner• ASP Barcode Zapper CCD Scanner• Cino FuzzySc

233Getting support• Jarltech 2070C CCD Scanner• Jarltech Series 200x CCD Scanner• Keycorp CCD Scanner• Mayer Krieg Tysso CCD-84 Scanner• MetroLog

234• PSC QuickScan 6000 Laser Scanner• PSC VS1000 Laser Scanner• PSC VS1200 Laser Scanner• PSC VS800 Laser Scanner• Scantech Polaris P-7010 Scann

235Getting support• Symbol LS9208 Laser Scanner• Symbol LT1804 Laser Scanner• Welch Allyn Imageteam 3800 Laser Scanner• Welch Allyn Scanteam 3205

11About Point of Sale• Reckon Accounts Premier has the above features but supports multi-user capability and industry-specic versions.• Reckon Acco

236POS keyboardsSome keyboards have a le that needs to be imported to the programmable keyboard before you can program keys in POS. The les are loca

237Getting support• POSiex KB-3200• POSiex2100• POSiex3000• POSiex3100• RSD ProKey 128• TiPro KM064A• TiPro KM064A/KB064A & KM032A/KB03

238• Sp512• Sp542• Axiohm A470• Axiohm A711• Axiohm A714• Axiohm A715• Axiohm A793• Axiohm A794• Casio SA5000 Receipt Printer• Casio SA5100

239Getting support• Citizen iDP3550/3551• Citizen iDP460• Custom DPT-282• Custom Kube (USB compatible and Serial)• Epson TM-J2100• Epson TM-T20

240• IBM SureMark 4610-TF6• IBM SureOne Thermal• Javelin J-POS88 Thermal (Serial)• Keycorp/PeriPheron Receipt Master 2000• NCR RealPOS 7197• Obv

241Getting support• Star TSP200• Star SP216FD42• Star SP312FD40/342FD40• Star SP317FD40/347FD40• Star TSP550/552• Star TSP-700• Toshiba TRST-A1

242Contacting ReckonAustraliaProduct RegistrationProducts can be registered online or by telephone. 1300 650 061Customer Service and Reckon SalesFor p

243Getting supportReckon StationeryReckon oers a range of stationery that works with your Reckon software. Cheques, invoices, pay slips and more - he

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245End User Licence AgreementEnd User Licence AgreementTHIS IS AN IMPORTANT DOCUMENT. PLEASE READ IT CAREFULLY.This is a contract between Reckon Limit

12POS AdministratorPOS Administrator is the POS management component. It handles system tasks, manages the database and terminals and acts as the inte

246you are using has not been ‘sunsetted’ as explained below. Reckon may also charge a fee if you need to reactivate the Software in other circumstanc

247End User Licence Agreementrelation to the Third Party Online Services or accept any liability or responsibility for any loss or damage relating to

2481. LICENCE(a) Evaluation licence: If Reckon has provided a Trial Version of the Software to you, your rights to use the Trial Version are solely a

249End User Licence Agreement(i) verifying that the Software is being used fully in accordance with this Licence, including user and machine limitat

250You agree to activate or reactivate the Software within a reasonable time or within such time as the Software prompts you to do so.(b) Key codes:

251End User Licence Agreement5. DATA COLLECTION AND PRIVACY(a) You acknowledge and agree that Reckon collects information from you when registering,

252(ii) provision of telephone help desk support services; (iii) access to technical information about the software contained on Reckon’s website; a

253End User Licence Agreement(c) In some cases you may download other third party applications, for example Google Desktop supplied by Google Inc. In

254(d) No guarantee that Software will be error free or that its use will be uninterrupted: While Reckon has endeavoured to make sure that the Softwa

(ii) Reckon’s maximum liability for damages arising in connection with this Licence or the supply of the Software is limited to the amount paid by yo

13About Point of SaleThe POS Terminal software can be installed on as many terminals as you want, however, each terminal requires a separate licence a

25610. TERM AND TERMINATION OF LICENCE(a) Licence Term: Unless this Licence is terminated earlier in accordance with its terms, your right to use the

257End User Licence Agreement(b) No extension of Licence term: Your right and entitlement to use the Software, as enhanced by any Upgrades and/or Upd

25812. TRIAL LICENCEIf you have been provided with a Trial Version of the Software, this clause 12 sets out the terms that will apply to your use of t

259End User Licence AgreementUpdate means a new version of the Software which contains minor enhancements.(b) Applicable law: This Licence is governe

14How does POS integration work?Reckon AccountsReckon Accounts is the nancial manager of the system. It holds the nancial details of the store. It k

15About Point of SalePOS TerminalPOS Terminal receives Reckon Accounts information from POS Administrator and uses it to perform the cash register fun

Reckon Point of Sale 2014User GuidePoint of Sale EnterprisePoint of Sale ProfessionalPoint of Sale Lite

16Setting up POSSmall to medium storeReckon Accounts and POS Administrator need to be installed on the same computer. We therefore recommend that you

17About Point of Salethe POS database.Whilst the POS database can be kept on any computer, we strongly recommend that you keep it on a POS Terminal. T

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19Getting StartedGetting Started3Using Reckon Accounts inventory with POS 20Adding and maintaining customer records 28Adding and maintaining employee

20Using Reckon Accounts inventory with POS POS integrates with Reckon Accounts to give you a perpetual inventory system.Reckon Accounts inventoryInven

21Getting StartedService itemA service item does not track inventory on hand but is used for the sale of services in POS, for example jewellery cleani

22Subtotal itemA subtotal item is used to calculate all items above it on a form, up to the last subtotal. It is useful for applying a surcharge or di

23Getting StartedThese custom elds have been specically included in Reckon Accounts for POS users and should not be modied at any time.Product Numb

24Price Level 2This eld is used to record a second level of pricing for your item. If you have the option Amounts Include Tax selected, the price you

25Getting StartedReckon Accounts for tracking inventoryWhen setting up inventory items on the Item list in Reckon Accounts, associate each item with t

ivCopyright © 2014 Reckon LtdAll rights reservedReckon Australia, Locked Bag 7522, McMahons Point NSW 2060TrademarksUnauthorised duplication is prohib

264. Click to select the Inventory and Purchase orders are active check box.5. Click OK, then close and reopen Reckon Accounts.Inventory Part is now

27Getting StartedWhen you adjust your quantity on hand, Reckon Accounts assumes that the average cost of the item remains the same and adjusts your in

283. Edit a value or quantity.Adding and maintaining customer recordsYou can add custom elds within a customer record to help you specialise the ser

29Getting StartedReckon Accounts customersOnce you have your inventory in place and correct, it’s time to enter customers. Before you start creating y

30E-mailEnter a customer’s e-mail address with the rest of their details in Reckon Accounts or POS.Price LevelIf using price levels in POS, you must u

31Getting StartedPercentageYou can specify a percentage discount or surcharge to apply the discount or surcharge to any purchases that the customer ma

32Reckon Accounts customers used by POSThere are two customers created in Reckon Accounts when you install POS and link it to an Reckon Accounts le:•

33Getting StartedAdding and maintaining employee recordsEmployees are only available in Reckon Accounts Accounting and above.For an employee’s details

34IDEnter the employee’s ID in this eld. This eld is used by POS during the sales person login procedure.PasswordThis eld is used by POS during the

35Getting StartedDeactivating an employeeWhen an employee leaves or is on a period of extended absence it is not a good idea to delete them from the s

v ContentsWelcome to Reckon Point of Sale 1Installing Point of Sale 2Quick overview 2Getting help with POS 3In-product Help 4This user guide 4Ab

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37Introducing POS Administrator optionsIntroducing POS Administrator options4About POS Administrator 38POS Administrator options 39This chapter shows

38About POS AdministratorThe POS Administrator is the POS management component. It handles system tasks, managers the database and terminals and acts

39Introducing POS Administrator optionsPOS Administrator optionsThis section provides a quick introduction to the POS Administrator options, which are

40Option (tab) refer to page...Customer Loyalty 54Pump 56Table Manager 58Appointment Manager 59SMS 61Automatic Backup 62General tabThe General tab inc

41Introducing POS Administrator optionsThe General tab is also where you select how you want to summarise transactions for posting to Reckon Accounts,

42For information on entering company details and summarising transactions for posting to Reckon Accounts, refer to the POS Administrator in-product H

43Introducing POS Administrator optionsLists tabThere are four lists available in POS Administrator for viewing and editing - Layby Customer, Product,

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45Introducing POS Administrator optionsTo enable Kitchen printing and include a kitchen printing column in the Product list, you must select Kitchen P

viGetting Started 19Using Reckon Accounts inventory with POS 20Reckon Accounts inventory 20Adding and maintaining customer records 28Reckon Accou

46For information on setting up transaction details, tendering and layby captions, refer to the POS Administrator in-product Help.

47Introducing POS Administrator optionsRounding tabThe Rounding tab is included in POS Administrator to give you choices as to how item prices are rou

48Currency tabThe Currency tab is only available in POS Enterprise and POS Professional.POS Terminal can convert foreign currency to the local currenc

49Introducing POS Administrator optionsFor information on the Scanning tab and how to set up a product that has a random price barcode in Reckon Accou

50Layby tabUse the Layby tab to outline the terms and conditions of the layby policy.For information on setting up your layby information, refer to th

51Introducing POS Administrator optionsEOD (End of Day) tabUse the EOD tab to determine the way in which the End of Day process operates. Options on t

52Web tabPOS Terminal has a built in Web browser. Web pages are displayed within the space normally reserved for the POS Terminal information display,

53Introducing POS Administrator optionsin-product Help.Security tabYou can use the Security tab to enable security for POS Administrator and POS Termi

54For information on enabling security and setting up users and roles, refer to the POS Administrator in-product Help.Customer Loyalty tabThe Customer

55Introducing POS Administrator optionsFor information on activating your customer loyalty program, refer to the POS Administrator in-product Help.

vii Automatic Backup tab 62Working with POS Administrator 65Working with POS Administrator 67Viewing the Products list 69Changing prices 70Managi

56Pump tabYou can use the Pump tab to set a petrol grade to an item in the product list. The product list is transferred from Reckon Accounts.For info

57Introducing POS Administrator options

58Table Manager tabYou can use the Table Manager tab to enable Table Manager, set up your reservation options and change your table status options.

59Introducing POS Administrator optionsFor more information on setting up and using Table Manager, refer to the Working with Table Manager chapter in

60For more information on setting up and using Appointment Manager, refer to the Working with Appointment Manager chapter in this guide or the POS Adm

61Introducing POS Administrator optionsThe Appointment Manager tab is only available in POS Enterprise and POS Professional.SMS tabYou can use the SMS

62Send SMS alerts to customers/contacts from Appointment Manager. Reckon SMS value-add service attracts an additional charge and is available to subsc

63Introducing POS Administrator optionsbackup to occur. For more information, refer to the POS Administrator in-product Help.

64The Automatic Backup tab is only available in POS Lite and POS Professional.

65Working with POS AdministratorWorking with POS Administrator5Viewing the Products list 69Changing prices 70Managing promotions 70Creating labels 71M

viiiValidate your RPOS database 80Log o/Switch user 81Introducing POS Terminal options 83About POS Terminal 84The user display 85The transaction

66Transferring data from Reckon Accounts 75Posting Transactions to Reckon Accounts 76Compacting and repairing database 77Backing up your data 77Restor

67Working with POS AdministratorWorking with POS AdministratorThere are many functions in POS Administrator that assist you in creating a seamless poi

68Icon (if applicable) Function refer to page...Checking the terminal status 75Transferring data from Reckon Accounts 75Posting transactions to Reckon

69Working with POS AdministratorViewing the Products listWhen you ran POS Administrator for the rst time your Items (and Services) list would have be

70For more information on these Product list features, refer to the POS Administrator in-product Help.Changing pricesYou don’t have to wait to transfe

71Working with POS Administratoror dollar amount. Promotions in POS allow you to easily manage inventory and sale of inventory during promotional peri

72• Highlight a product or customer from the corresponding list, right-click and then click Print Labels.• When the Product or Customers list is ope

73Working with POS Administrator2. Click the Lists tab. You’ll see series of check boxes under a section called Show in Layby Customer List. 3. Sele

74The Currency Conversion list contains all the details for each form of currency available through POS Terminal.To change the columns that show in th

75Working with POS AdministratorChecking your licence keyYou can use the Licence Key Status window to view a list of terminals connected to POS Admini

ix Report printer tab 110Pump tab 111Table Manager tab 113Appointment Manager tab 114Working with POS Terminal 117POS Terminal functions 118Sett

76It is advisable that you print this report and correct any items that cannot be found in Reckon Accounts and transfer your new list before creating

77Working with POS AdministratorIf a password is required to open Reckon Accounts, the Reckon Accounts company le must be open before beginning a pos

78not present in Reckon Accounts.If your POS database and your backup are saved on the same drive and you experience hard disk failure, you may not be

79Working with POS AdministratorIf you must restore your database, Terminal IDs must match the name of the terminal that the backup was made for in or

80Deleting a terminalWhen you delete a terminal, it will be removed from the system. You need to process a terminal’s nal end of day before you can d

81Working with POS AdministratorFor details on performing a validation on your RPOS database, refer to the POS Administrator in-product Help.Log o/Sw

82

83Introducing POS Terminal optionsIntroducing POS Terminal options6About POS Terminal 84POS Terminal options 86This chapter shows how to access the PO

84About POS TerminalThe POS Terminal is the point of sale component that is located at the store check-out on a computer. It operates the cash drawer,

85Introducing POS Terminal optionsThe user displayItems and prices appear in the user display as you enter them. The numerals and letters are similar