Point Of Sale User Manual - Samco
Point of SaleUser ManualCopyright 2021 by Samco Software Inc.Revised 7/8/2021PROPRIETARY RIGHTS NOTICE: All rights reserved. No part of this material may be reproduced ortransmitted in any form or by any means, electronic, mechanical, or otherwise, including photocopying andrecording or in connection with any information storage or retrieval system, without the permission in writingfrom SAMCO Software Inc.SAMCO Software Inc. ("SAMCO") has taken reasonable preventative measure to ensure the accuracy of theinformation contained in this manual. However, SAMCO makes no warranties or representations with respectto the information contained herein; and SAMCO shall not be liable for damages resulting from any errors oromissions herein or from the use of the information contained in this manual.SAMCO is a registered trademark of SAMCO Software Inc., 8661 – 201st Street, 2nd Floor, Langley, BCV2Y 0G9, Canada. Telephone (604) 597-4211http://www.samco.comOther product and company names are trademarks of their respective corporations
Table of ContentsUnderstanding Point of Sale . 1.1Product Description . 5Getting Started. 2.1The Point of Sale Data Files . 1Setting up Point of Sale . 3Samco Support . Error! Bookmark not defined.Using Point of Sale . 3.1To Start Point of Sale . 2To Exit the P/S Package. 3Guide to Daily Operations . 4.1Stores . 5.1Configuration Options . 6.1Forms . 7.1Definitions. 2Entering Forms . 4Displaying a Form . 17Testing a Form. 18Copying a Form . 18Printing a Forms List . 19Loading Standard Forms . 20Printing a Field Location Grid . 21Form Fields. 22Registers . 8.1Entering Registers . 1Printing a List of Registers . 17Drawers. 9.1Entering Drawers . 1Printing a List of Drawers . 4Users . 10.1Entering Users . 1Printing a List of Users . 9Ship-to Addresses . 11.1Entering Ship-to Addresses . 2Point of SaleSamco Power AccountingTable of ContentsTOC. 2
Printing a List of Ship-to Addresses . 3End of Day Setup . 12.1Changing End of Day Report Entries . 2Daily Register Summary . 5Daily Register Audit . 6Daily Sales by Category . 6Daily Payment Listing. 7Daily Sales by User . 8Daily Sales by Sales Rep . 9Daily Non-sale Report . 10Daily Exception Report . 14Retaining History . 17Pay In/Out Codes . 13.19Entering Pay In/Out Codes . 19Printing a Pay In/Out Codes List . 21Open Drawer. 14.1Enter Tickets (Basic Operations) . 15.1Sale or Return Tickets . 3Panel Functions. 5Security Override of Protected Functions . 5Special Keys in Ticket Entry . 6Entering a Ticket . 6Entering the Customer Area Information - (Not using A/R) . 6Entering the Customer Area Information - (Using A/R) . 8Entering Optional Entry Fields . 11Entering User-Defined Fields . 14Entering Line Items . 15Correcting Item Information . 29Totalling the Ticket . 30Entering Payment Information . 32Cash Drawer and Ticket Printing . 34To Exit Ticket Entry. 36Enter Tickets . 16.11. Add a Customer to A/R Customer File . 2Point of SaleSamco Power AccountingTable of ContentsTOC. 3
2. Add Items to a "Totalled" Ticket . 33. Backup (panel function [B]) . 34. Change Customer Area Information on a Ticket. 45. Change the Profit Centre for a Ticket . 56. Change the Ticket Entry Screen . 57. Change the Warehouse for a Ticket . 68. Commission Override by Ticket . 69. Discount by Ticket (or Package Pricing) . 710. Enter Inventory Receivings . 811. Enter Inventory Transfers (panel function [M]) . 912. External Ticket Numbers (panel function [X]) . 1113. Holding and Unholding a Ticket . 1114. Layaway Processing (panel function [W]) . 1215. Lock and Unlock a Register (panel function [L]) . 1516. No-sale (Open Cash Drawer) (panel function [P]) . 1617. Order (and Layaway) Processing (panel functions [O] and [W]) . 1618. Pay-in or Pay-out Tickets (panel function [P]) . 2919. Payment in Foreign Currencies . 3020. Payment on A/R Account (panel function [P]) . 3121. Print an Alignment Form (panel function [D]). 3222. Quote Tickets (panel function [Q]) . 3223. Reprint a Completed Ticket (panel function [D]) . 3324. Security Overrides . 3425. Tax Override by Ticket . 3526a. Void a Ticket - Before Printing . 3626b. Void a Ticket - After Printing . 3627. "Zoom" on a Customer (panel function [Z]) . 3728. "Zoom" on an Item (panel function [Z]) . 38Close Drawer . 17.1Batch Printing . 18.1Register Reading . 19.1End of Day . 20.1Printing End of Day Reports and Posting. 2Hardware Failure During Posting. 9Point of SaleSamco Power AccountingTable of ContentsTOC. 4
Printing End of Day Reports without Posting . 9Management History Report . 21.1Printing the Management History Reports . 4Register History Report . 4Orders Report . 22.1Printing the Orders Report. 1Holds Report . 23.1Layaways Report . 24.1Printing the Layaways Report . 2Sales Activity Recap . 7Tax Recap . 8Tax Collected . 25.1Invoice History . 26.1Viewing Invoice History By Customer . 2Viewing Invoice History By Customer/Invoice . 3Viewing Invoice History By Invoice . 5Viewing Invoice History By Item . 6Printing the Invoice History Reports . 8Printing the Invoice History Report by Customer . 8Printing Invoice History by Customer/ Invoice . 10Printing the Invoice History Report by Invoice. 12Printing the Invoice History Report by Item. 14Printing the Items for a Customer Report . 15Printing the Customers for an Item Report . 18Purging Invoice History . 20Invoice Register Report . 27.1Close a Period . 28.1Purge Management History . 29.1Notes on Compressing Record Details . 3Rebuilding the Management History File . 4Data Integrity Check . 30.1Initializing Data Files . A.1File Utilities . B.1Corrupted data files . 1Point of SaleSamco Power AccountingTable of ContentsTOC. 5
Export a file . 2Restore an exported file . 6Rebuilding Data Files . 8Ticket Entry Functions . C.1Add . 2Backup . 2Dup . 3Find . 4Hold . 5Input . 6Lock (unlock*) . 6Misc . 6Notax*. 9Order . 9Pay . 12Quote . 13Return* . 13Subtotal. 13Void* . 15LayaWay . 16Xternal . 18Zoom . 19Non-panel Functions . 21Setting Up Point of Sale Devices . D.1Background Information on Peripheral Devices . 2Cash Drawer . 2Printers . 3Customer Display Device . 3Bar Code Reader Or Scanner . 4Connecting and Testing Devices . 5If It Still Doesn't Work . 6Cash Drawer . 6Printer . 7Bar Code Reader . 7Point of SaleSamco Power AccountingTable of ContentsTOC. 6
Prices, Taxes, Commissions, and Labels. E.1Prices . 1Features . 2Setup . 4Miscellaneous . 5Exceptions . 7Taxes . 7Features . 7Setup . 8Miscellaneous . 10Exceptions . 10Commissions . 10Features . 10Setup . 12Miscellaneous . 13Exceptions . 14Features . 14Setup . 15Miscellaneous . 16Foreign Currency . F.1Setting up Currencies . 1Currency Items . 1Store Payment Types . 3Configuration Options . 3Single Foreign Currency . 3Multiple Foreign Currencies . 4Point of SaleSamco Power AccountingTable of ContentsTOC. 7
Chapter 1Understanding Point of SaleDefinitionsTo understand how to use Point of Sale (or "P/S"), you should understand some keyconcepts and words used in Point of Sale that relate to accounting and retail sales.Please take the time to read these explanations, even if you think you alreadyunderstand them.If you will be using Accounts Receivable with Point of Sale, it will also help you toread the concepts and terms presented in the Accounts Receivable User Manual.Items, Categories and DepartmentsIn Point of Sale, items are simply the products that you sell.Each item is defined in the Inventory Management Item file prior to being sold inPoint of Sale. Point of Sale uses and adjusts data in the Item file for each sale.You can assign a category and sub-category to each item when you build the InventoryManagement Item file. The category and sub-category can be used to tailor theprinting of several reports in Inventory Management and Sales Analysis, and to controlprices.Another word for category is "department".Point of SaleSamco Power AccountingUnderstanding Point of Sale1.1
StoresPoint of Sale is designed for use in multiple stores.Each store must be defined in the Store file. In addition, special "configurationoptions" may be used in each store. The store definition and configuration optionsallow Point of Sale to be tailored for each store's needs.In this way, an individual store of a "chain" operation can adapt program usage for itsown location and still be able to update a central data base that is shared by allmembers of the chain.Registers and DrawersIn Point of Sale, a "cash register" is a terminal (or personal computer) with akeyboard. Each register can optionally have cash drawers, as well as various printingor other peripheral devices attached. Each store can have several registers, eachcontaining multiple drawers.Point of Sale requires that each register be defined in the Register file, and that eachcash drawer attached to that register be defined in the Drawer file.UsersPoint of Sale requires that you identify each potential user of the P/S system in theUser file. A user may be a salesperson, a cashier, or perhaps the store owner. Eachuser is defined with a unique user ID and password.In addition, you must define the extent to which each user may access the system.This is done by granting certain authorizations for each user in the User file.For example, one user may be authorized to open and close all drawers, enter salesfor those drawers, and void tickets. A different user may be authorized to only entersales on a certain drawer. A supervisor may be permitted to perform all functions.Sales repsWhen setting your store's configuration options, you may specify whether you will beusing sales reps. If you use sales reps, sales and commission information is trackedfor each salesperson.If you are using Accounts Receivable, sales reps must be defined in the A/R Sales Repfile.If you are not using Accounts Receivable, sales reps must be defined in the P/S Userfile.Point of SaleSamco Power AccountingUnderstanding Point of Sale1.2
If you are using sales reps, you can also select to enter a sales rep for each line itemduring ticket entry.Opening and Closing DrawersA drawer must be "opened" before any sales tickets can be entered for that drawer.The "opening" procedure prepares the drawer for use and asks for a beginning cashamount. Normally, a drawer will be opened at the start of each day.The "closing" procedure requests an ending cash amount (and other forms of payment)for the drawer. Once a drawer has been closed, daily reports will reflect activity forthat drawer.A drawer can be opened and closed only by a user who has authorization to open andclose that specific drawer.If you do not use actual cash drawers, you may select a configuration option thatpermits automatic opening and closing of drawers.Payment CodesPayment codes are the methods of payment accepted in a store. These can be cash,check, credit cards and even "house" (Accounts Receivable) charge accounts.Each payment code that will be accepted must be defined in the Store file. Part ofthe definition of each payment code includes what forms of validation will berequired, whether the drawer will open and if change is allowed.The payment code of 1 is reserved for Cash payments. If you are using AccountsReceivable, payment code 8 is reserved for A/R Charge. All other payment codes canbe defined as needed in your store.Data OrganizationThe information you enter into your computer is stored on your disk. In order forcomputer programs to be able to locate specific pieces of data (within large masses ofdata) and to be able to process it logically, data must be organized in somepredictable way.Accounting software organizes your data for you automatically as it stores it on yourdisk.There are four terms you should understand about the way the data is organized:Character: a "character" is any letter, number, or other symbol you can type on yourcomputer keyboard.Point of SaleSamco Power AccountingUnderstanding Point of Sale1.3
Field: a "field" (sometimes called a "data field") is one or more charactersrepresenting a single piece of data. For example, a name, a date or a dollar amountare all fields.Record: a "record" is a group of one or more related fields. For example, acustomer's name, address, and account balance fields might be grouped together intoa record called the "customer record". A record in a data file is referred to as an"entry".Data file: a "data file" is a group of one or more related records. A data file is oftenreferred to simply as a "file".The Customer file in Accounts Receivable is an example of a data file. Such a file ismade up of many records, each of which contains the name, address, etc., for onecustomer.Each file is kept separate from the other files on the disk.There are other types of files in addition to data files. For example, programs arestored on the disk as "program files". However, "file" in this User Manual means "datafile", unless specifically stated otherwise.Purging FilesAs used here, "purge" means to remove unnecessary items. The Point of SaleManagement History file is occasionally purged of old history records. The type ofhistory records for the date range you specify are deleted from the file.Any other type of history record, and those that fall outside of the date rangespecified for the purge, remain in the Point of Sale Management History file.The Invoice History file contains historical data for tickets posted by Point of Sale,and invoices printed by Order Entry Plus, if you are also using that package. A rangeof invoice history records may also be purged regularly from this file.AlphanumericWhen the manual refers to an "alphanumeric" entry, this means that the entry can beletters of the alphabet, numerals (numbers), special symbols (*, &, , etc.), or anycombination of all three kinds.In contrast, if an entry is specified as "numeric" (or "digits"), only numbers can beused.SpoolSPOOL is a computer word meaning "Save Printer Output Off-Line". Spooling is atechnique that allows a report to be printed on a printer at a later time. Instead ofreports going directly to a printer, they are saved as a disk file (which is usually a lotPoint of SaleSamco Power AccountingUnderstanding Point of Sale1.4
faster). When a printer is available, all or some saved reports can be printed in onelong run (for example, overnight).SAM (Samco's Automated Manuals)A revised edition of this and all Samco user manuals is available on-line from withinany function of Samco's business applications. Simply press [F10] ([F11] for theWindows version) and SAM will guide you to whatever information you need. (Refer tothe chapter titled Help SAM !!! in the System Functions manual for details.)Product DescriptionPoint of Sale is designed primarily for use by retail businesses.Point of Sale enables your computer to function as a conventional cash register toenter sales and generate receipts. Used in conjunction with Inventory Management,Point of Sale provides automatic price look-up, inquiry into inventory status, andupdating of inventory quantities.When Accounts Receivable is added, automatic customer look-up and updating ofaccounts receivable items can be performed for "A/R charge" sales. When Multi-Site isadded, point of sale and inventory activities at remote locations can be easilyupdated and controlled at a centralized main site.Detailed sales reports are available to provide the retailer the managementinformation necessary to operate a profitable business.The package includes those features most asked for by users whose experiences withearlier versions of this package have helped refine it to its current level: Can be used in a multi-user, multi-company, multi-location environment Supports multiple registers and cash drawers Prints invoices or receipts and opens cash drawer Supports bar code functions and customer display devices Provides on-line or end-of-day inventory updating Allows automatic price lookup with override Allows multi-location item inquiry at register Allows adding of new customers at point of sale Tracks inventory sales by unique serial number and lot numberPoint of SaleSamco Power AccountingUnderstanding Point of Sale1.5
Supports orders and deposits for later delivery of goods Provides for layaway sales and payments Updates sales information in Accounts Receivable Allows the use of commission codes and tracks sales commissions Includes clear, precise documentation and getting-started proc
In Point of Sale, items are simply the products that you sell. Each item is defined in the Inventory Management Item file prior to being sold in Point of Sale. Point of Sale uses and adjusts data in the Item file for each sale. You can assign a category and sub-category to each item when you build the Inventory Management Item file.
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On payment of the full amount, the sale shall stand completed, the liquidator shall execute certificate of sale or sale deed to transfer such assets and the assets shall be delivered to him in the manner specified in the terms of sale. 2. PRIVATE SALE (1) Where an asset is to be sold through private sale, a liquidator shall conduct the sale in
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Seller's Considerations: Asset Sale vs. Stock Sale Regardless of type of seller, stock sale generally results in a "single" level of income tax Corporate sellers generally prefer stock sale for this reason Higher threshold to application of FIRPTA to stock sale However, as discussed below, depending on the target's basis in
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