Utility Name |
Description |
Comment |
| Operational Utilities |
|
Launch POS Administration Console
|
This launches POS administration console that helps to manages product, product category, customer, tax and more depending on the services you subscribe to.
|
|
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Export Orders for MYOB
(Beta)
|
This utility exports completed orders. The exported file can then be imported into MYOB.
Parameters:
-
Period Start Date - Start date of the reporting period
-
Period End Date - End date of the reporting period
|
|
|
Export Orders for Quickbook
(Beta)
|
This utility exports completed orders. The exported file can then be imported into Quickbook.
Parameters:
-
Period Start Date - Start date of the reporting period
-
Period End Date - End date of the reporting period
|
|
|
Trim Order History
|
This utility trims historic orders completed before the specified date.
This is to save space on your local hard disk.
Parameters:
-
End Date - Trim orders until this End Date.
|
After sales data is transferred to accounting package,
you can trim those historical orders to save space on your local hard disk.
With daily database backup procedure in place, trim unused data will also improve overall system performance.
|
|
Change Order Date
|
This utility sets the start date of the current transaction.
|
You can change the date of a saved / pending sales transaction by
- recalling the saved transaction,
- executing this utility and
- storing the transaction again.
The above procedure updates the transaction date while converting a quotation to an order.
After this procedure, the date indicates the order date instead of the quotation date.
|
| Utilities for POS Configuration |
|
Enforce Discount Tracking
|
This enables or disables discount tracking.
NOTE: You have to restart the POS to make it effective.
|
One of the features allows users to update the product name and product price,
by double clicking the product item on the receipt area. This avoids the
complexity of creating a new product and updating price for small items
and/or rare items.
However, in audit point of view, this feature allows staffs to lower the price
on purpose for people like friends. It is difficult to track this kind of fault.
This enforces discount tracking to avoid revenue lack.
|
|
Enable Customer Display
|
This enables or disables Customer Display
NOTE: You have to restart the POS to make it effective.
|
Customer Display can be started to show the customer
about the current transaction as the operator entering the transaction.
|
|
Enable YESpay Card Processor
|
This enables or disables YESpay card processor.
|
Before enabling YESpay card processor, you have to
- Apply a merchant ID from one the following credit/debit card acquirers.
- Chase
- FirstData and
- Moneris Solutions
- Download an application form here and submit to YESpay, after your merchant ID is available.
- Download the virtual terminal from YESpay and install that on your POS machine.
- Connect the card swiper or pin pad to the POS machine as appropriate.
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