OFBiz POS(POINT OF SALE)

Attractive Features of OFBiz - POS

OFBiz pos device

• Printing a Copy Receipt
• Opening the Cash Drawer
• Stock Enquiry
• Price Enquiry
• Ticket
• Reports

OFBiz - POS(POINT OF SALE)

• The OFBiz Point of Sales (OFBiz-POS) has been carefully conceived and crafter in order to propose a maximum of possibilities in a relatively restricted space.

• Initially conceived for a 1024x768 wide touch screen, it uses large buttons designed for this use.

• Ease of use and speed of execution are the principles that governed its design.

• The majority of common actions are carried out using a simple click or a scan

• It was thought for a use centred around a scanner, or a handheld scanner, which implies of course bar codes

• Safety was not forgotten; only the manager of the point of sales can carry out all the significant actions. There are thus 2 types of identifiers: 

• Manager 

• Salesman.

Switching On POS

• After you have logged in to the Operating System you will need to start the till.

• This may take several minutes the first time as databases are loaded and synchronized.

• You are now ready to trade! All other daily till operations will take place via the touch screen.

Beginning to work

• To begin you have to put an amount of money (cash) in the drawer

• You use the OPEN button on the MGR screen for that.

• You then enter the amounts there are in the drawer in each payment method (cash, cheque, credit card, gift card, etc.)

• The till then print a BALANCE REPORT, which allows you to check these amounts against the transactions done.

• Will you need to know the sales amounts in each payment method at any moment: use the TOTAL button on the MGR screen

• When you end the sale session (end of day normally), you use the CLOSE button on the MGR screen.

Operator Sign-On Numbers

• These numbers will have been allocated at the time of till installation. They consist of:
• A unique identity number for each operator.
• A numeric password for each operator. 
• These should be entered via the touch screen when prompted by the till:
• USER ID : , Enter.

Password : , Password, Enter.

The Till Screens

Basic Operation Mode (Main)

The Buttons Explained

SKU : This button allows to enter product codes (PLU) / barcodes

MAIN : Switches to the main screen, this is greyed out in this view

MGR : Switches to the manager screen

PROMO : Switches to the promotions screen

CONFIG : Allow to choice options of a configurable item4

PAY : Used to enter Tender at the end of a sale

00 - 9 : Number pad for entering SKUs / prices / Quantity

% : Used when applying % discounts

- : Used when discounting by money or when modifying quantities

ENT : The enter key

CLR : Clear things, like a value entered and more we will see later

DEL : Delete an entered character

SIGNOUT : To log off a user

LOCK : Locks the till

QTY : Quantity

MOD : Used to modify (increase) the quantities of an item entered

ITEM DISC : Used when applying a discount to an item

VOID ITEM : Used to remove an item from the transaction

VOID SALE : Clears the whole sale and allows you to star again

SALE DISC : Applied a discount to the whole sale

CLR DISC : Used to remove a discount previously applied.

SAVE SALE : Save the current sale (without its promotions5)

LOAD SALE : Load a previously saved sale

Manager (MGR) Operation Mode

Scanning

• The scanner or the handheld scanner head remains on standby of a code bar.

• As soon as you present a code bar, the figures of this code bar are sent to the case and a beep is made hear.

• The SKU button must be then used for confirmation and taking the article into account in the sale in progress.

• The SKU button needs to be pressed on the screen to confirm entry of this item into the till.

Processing a Sale

Product Entry Methods

There are four ways to enter product into the till:

1. Using the scanner to read a barcode.
2. Entering the barcode manually using the numeric keypad.
3. Entering a PLU / product code where the product has no bar code.
4. Entering the product price – An un-coded item.

Taking Payment

• Once all the items have been entered into the till and the customer has been told the total there are several ways that they may choose to pay.
• Payment by Cash.
• Payment by Cheque.
• Payment by Credit Card.
• Processing the Credit Card Payment.
• Entering a Credit Card Payment in the Till.
• Entering Gift Vouchers as payment.
• Entering Split / Mixed Payment Methods in the Till.
• Deposits Paid

Promotions

PROMO CODE: allows to enter a promotion code and to apply it to the current sale. As soon as validated (it is necessary that the promo code exists) it appears in on the right bottom of the screen, but only in the Promotion screen, not on Sale and other screens.

CUSTOMER PROFILE: this button loads a dialog-box which makes possible to seek the profile of an existing customer (name, email, address, phone number, cart number), creating and modifying one, and selecting it. To allow a profile to be selected, it must have a card number.

Refunds, Returns and Exchanges

• Processing a Refund

  - Can able to process refund of money

• Processing an Exchange

  - Can able to process the exchange

• Price Promise

  
  

Money Received On Account

Money Paid Out

Discounts

There are a few ways that you can discount and we will deal with each of these in turn.

• Discounting Items by Money.
• Discounting an Item to a Specific Selling Price.
• Discounting Items by a %
• Discounting the Whole Sale by a Percentage
• Discounting the Whole Sale by a Sum of Money

Layaway or Holding a Transaction

This functionality allows to put a sale on standby and to reload it again later

Recover a saved sale