Qâ : I want to use DealPOS on a android Tablet, is it going to work for me ? A : For now, we only support with android
TABLE OF CONTENT Step I Adding Product Using User Interface
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Manage Categories
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Manage Products
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Manage Variants
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Using Import CSV File
Step II Input Opening Inventory
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Using Import CSV File
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Adjustment by Web Spreadsheet
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Purchasing Inventory (Buy)
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View Inventory
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Step III Setup Outlet
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Setup Receipt Template
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Setup Quick Key
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Adding Payment Method and Tax
Step IV Make Your First Sell
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Sell with Cash Payment
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Treatment / Burned Point
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Frequently Asked Questions (FAQ)
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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
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Manage Products In this product page you can create 2 type of treatment type, which is treatment session and limited treatment. If in the product does not require some type of variant you can follow the picture bellow. But if in this product there are several variants like Treatment limited 1 month, 3 month and 1 year you must follow article manage variant. - Go to Product > Click Add
- Click “Submit” - Product with Treatment Package Type
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Manage Variants Variants allow you to customize your product type that has more than one variant. For example, if you have “Package Session” as an item, you can add variant size like, “1x, 6x, and 10x” as variants. - Go to Product > Click Add - Checklist “Multiple Variants” for add variant.
- Product Menu > Variant > Edit Variant > General - For Session Package Create treatment packages based on sessions or visits.
- For Unlimited Package Create treatment packages without session limit but with time limit.
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.
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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.
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Purchasing Inventory (Buy) Menu Buy used to make Purchase order to supplier. - Go to Menu Buy > Choose Outlet
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View Inventory You can view the latest stock reports in this menu. - Go to Inventory > Detail
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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.
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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
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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
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Step IV
Make Your First Sell
On this step your cashier can already make sales transactions.
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 - Customer name must be filled - Search product by name or using barcode scanner
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- Choose “Cash” for payment method
- View Member Point Contact Menu > Customer Name > Package
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Treatment / Burned Point You can use the point treatment package on the Treatment Menu. On this menu, customer can record the use of point treatment and history package. At the time the customer purchases the package and will use it, you must make waiting customer in the Treatment Menu, follow this steps : - Treatment Menu > Click New - Search your customer and Click Save
- The doctor will call the customer / patient
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- The instructor can fill note for member - Click Submit and Finish
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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 : 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 : Is DealPOS compatible with my existing hardware ? A : We recommend these peripherals as out best companion https://www.dealpos.com/hardware
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