... if you have âiPhoneâ as an item, you can add variant size like, â16GB, 32GB, and .... A : For now, we only support with android mobile tablet, link download app ...
TABLE OF CONTENT
Step I Adding Product Using User Interface
2 2
Manage Categories
2
Manage Products
3
Manage Variants
4
Using Import CSV file
Step II Input Opening Inventory
4
5
Using Import Csv FIle
5
Adjustment by Web Spreadsheet
5
Purchasing Inventory (Buy)
6
View Inventory
7
Step III Setup Outlet
8
Setup Receipt Template
8
Setup Quick Key
9
Adding Payment Method and Tax
Step IV Make Your First Sell
10
11
Sell with Cash Payment
11
Sell with Later Payment
12
Sell with Pending Delivery Items
13
Frequently Asked Questions (FAQ)
14
1
Step I Adding Product Create a item menu in Product section, after the product has been made, you or your staff can make sales transactions in the sell menu. And you will be able to see what items are selling in the report.
Using User Interface You can create the product using user interface or using csv import, manually is recommended if you have fewer than 30 items.
Manage Categories Before making the product you can specify the product category, As in the following step. - Go to Product menu > Categories
- You can add Sub-Category
2
Manage Products You can create new product and specify category product. -
Go to Product > Click Add Choose Serialized for Type
3
Manage Variants Variants allow you to customize your product type that has more than one variant. For example, if you have “iPhone” as an item, you can add variant size like, “16GB, 32GB, and 64GB as variants. - Go to Product > Click Add - Complete the contents of the product data form and checklist “Multiple Variants” for add variant.
Using Import CSV File You can Export and Import file Excel CSV for adding product. - Go to Product > Click Import - Click Download Sample
For more details you can go to the follow this page http://bit.ly/csv-import Note : You can input opening inventory at the time of adding product Using Spreadsheet and fill in “Inventory_(Name of Outlet)” field.
4
Step II Input Opening Inventory Opening Inventory can be done by using csv spreadsheet at Adding Product Using Spreadsheet, or using adjustment and purchasing to supplier (Buy).
Using Import CSV File You can input opening inventory at the time of adding product Using Spreadsheet and fill in “Inventory_(Name of Outlet)” field.
Adjustment by Web Spreadsheet Input first stock can be done use Web Spreadsheet on Adjustment Menu. But if you use this step, you must input serial number in variant page.
5
Purchasing Inventory (Buy) Menu Buy used to make Purchase order to supplier. - Go to Menu Buy > Choose Outlet
- Click item for input Serial Number (only can use with Serialized Type Product)
6
View Inventory You can view the latest stock reports in this menu. - Go to Inventory > Detail
You can check the serial number ever sold or purchased - Go to “Search” > input Serial Number > Enter - Click “Sales Note”
- Input Serial Number on Note Coloumn and Click Update
7
Step III
Setup Outlet
Setup your outlet before making your sales transaction. Setup the receipt template, payment method, and quick key.
Setup Receipt Template Setup your print shop receipt, input address and info your outlet. - Go to Outlet > Click “B1” Receipt Template Column.
- Input Outlet name, Address and Contact Info for Receipt Template.
8
Setup Quick Key You can setup favorite menu that will appear in sell menu. - Go to Outlet > Click “Outlet1_Keys” Quick Key Template
- Setup Layout Quick Key Template
9
Adding Payment Method and Tax Make payment method by customer during transaction, such as Debit Card or Credit Card and add the type of tax. - Go to Setup > (tab) Payment / Tax > Click Add
- Input name of payment method / Tax
10
Step IV
Make Your First Sell
On this step your cashier can already make sales transactions are divided into three types of transactions, sell with Cash, Later (Debt), or Delivery Items.
Sell with Cash Payment You can make a sale with direct payment type. Ex. Cash, Debit Card, Credit Card, and Other. - Go to Sell > Choose Your Outlet - Search product by name or using barcode scanner
- Click item for input Serial Number (imei)
11
Sell with Later Payment Allows sales by the method of payment of debt. In this method you must change the payment status from “Pending” to “Paid”. - Go to Sell > Select Outlet - If debt transaction, customer name must be filled - Input product and Click Pay
- Monitor debt transactions in Menu Debt.
12
Sell with Pending Delivery Items Sales by this method allow goods sold through the shipping process, so the stock at that time has not decreased until the status of the goods is changed to “Sent”. - Customer name must be filled - Click “Pay” > More Menu > By Delivery
- Monitor Delivery transaction in Menu Orders
13
Frequently Asked Questions (FAQ) Q : What can I access while I am in bad internet connection? A : Yes, one of our features is offline order. DealPOS continues to work even when your connection is offline. Once you visit our Point of Sale page, it is automatically cached in your browser storage so you can visit it next time even when you do not have any Internet connection available. During offline mode, all orders are stored locally in your browser and will be uploaded the next time you go online. For next steps you can go to this link. https://support.dealpos.com/hc/en-us/articles/115001419127-Working-Offline-Mode Q : How to running sales and promotion using Price book ? A : You can use Pricebook and follow the following this steps : https://support.dealpos.com/hc/en-us/articles/115001462668-Pricebook Q : I want to use DealPOS on a android Tablet, is it going to work for me ? A : For now, we only support with android mobile tablet, link download app here : https://play.google.com/store/apps/details?id=com.phonegap.dealposapp For next steps you can go to this link : https://support.dealpos.com/hc/en-us/articles/115005241987-Get-started-for-androidapps Q : Can i use point for customers? A : Yes you can use loyalty point, If the seller wants to know its customers better, or increase profit from recurring reservations. You can give your rewards points to customers. Please follow this article for use loyalty point steps : https://support.dealpos.com/hc/en-us/articles/115001466168-Member-Point-Loyalty-p rogram- Q : Is DealPOS compatible with my existing hardware ? A : We recommend these peripherals as out best companion https://www.dealpos.com/hardware 14