pos mannual

7/25/2019 pos mannual

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MANUAL

Thank You for Purchasing Softland Product. This is a dedicated device tailor made to

suit your day-to-day activities.

This is the pc side software manual for Distribution / an sale activities. This

software consists options for Setting up !achine "#onfiguring machine to suit your day-

to-day activities$% Preparation of inventory "prepare the input details like stock% category%unit creditors% etc$% Data Transfer "Transferring of prepared input data to Palmtec

machine and receive the transaction details from Palmtec$ and Different types of reports.

1. Installation

&nstall the P# Side Software package by running 'Distribution Setup.e(e) and

then follow steps in &nstallation wi*ard.

2. Using the software

+un 'Dist,i*ard,T,.e(e) from the installed folder "Note: default path is

C:\ProgramFiles\SOFTLAND\Pos)now the software will prompt enter the login password

with the '01& indow) as follows. 2nter the Password 'Default is 333333).


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4fter login window comes as follow

!ain indow of the software has the options as

A. Setting up machine

B. Prepare input

C. ata !ransfer

. "eport

#. A$out

%. #&it


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A.Setting up !achine

This option is used for customi*ing Palmtec features to user re5uirements%6eatures like 7ardware identity8 7eaders 9 6ooters in Printouts% privilege settings

etc are edited.

0n first window you can see three buttons click 'Start) for starting the set

up wi*ard% 'Bac') button use to return back to main window% 'Loa( profile)

button is used for loading previously saved profile settings.

#lick 'Start)to configure the machine. Then the window as follows


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&n this window you can find the following menu and three :uttonsNext, a!"

button using navigate the window 4nd#ome:utton using go to the main menu.

Palmtec I*&t is the machine &dentification umber "Two digit alpha numeric value%

2g;< letter alphanumeric name can be set. This will be printed as

the first header on bill and receipts.

Bill ,ea(er 2 *!a(imum >< letter alphanumeric name can be set. This will be printed asthe second header on bill and receipts.

Bill ,ea(er - ; !a(imum >< letter alphanumeric name can be set. This will be printed as

the Third header on bill and receipts.

Bill %ooter 1 ;!a(imum >< letter alphanumeric name can be set. This will be printed asthe first footer on bill and receipts.

Bill %ooter 2 ; !a(imum >< letter alphanumeric name can be set. This will be printed as

the second footer on bill and receipts.

"oute Co(e ; +oute code is in which route this machine going to billing

Print !+pe ; &t indicates in which format you need the print out from the machine. &t

has ? options


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&n the above window you can find the following menu

User Passwor(*

4 si( letter alphanumeric password can be set with limited features.

Master Passwor(*

4 si( letter alphanumeric password can be set with full functionalities.Paper %ee( *

o of paper lines to be advanced after each print out.

Ma& Shift *7ere we can set ma(imum number of shifts to be allowed for a day. "!a(; @$

efault Billing /t+*

$% Default &t'A hile billing% system will display the value set here as default5uantity for billing. This is editable and common for all stock items.

2.(i Sale &t'A &tems can be sold in multiples of minimum sale 5ty set for that

item "&ndividually checking the value set in the Stock entry$

!IN Num$er *7ere we can set 3B digit umeric T& of biller.

Cash iscount*

2nter !a(imum value in percentage of total amount to be discounted from bill.

Sale t+pe *3. Creditor* Cash Sales:To do sale to all variety of customers.B% Creditor Ol':Sale only to prefi(ed creditors.

!o'en Print *

2nable/ isa$leprinting of token along with :ill.

4fter setting these features click the 'Ne&t)button. Then the window comes as follows


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&n this window you can see the following menu

Bill Print Mo(e;Sequential; To print in order entry of item.

Category wise:To print sorted in category wise.

!o'en Print Mo(e;Sequential: To print in order of entry of item.Category wise:To print sorted in category wise

0an 2 0an;

To enable/ Disable an to van function in !achine "Cey %2$

Print Confirmation*

2nable / Disable display of 'Print :ill/+eceipt "Y/$) while billing in machine. &n

this time press 'yes) to bill and press 'o) to return back to the billing menu.

#na$le "eport;

To 2nable / Disable report printing in machine "Cey %$

"oute Selection*hile opening shift% if the route is to be selected this option should be enabled.

Cre(itor "eceipt*

To 2nable / Disable #reditor +eceipt printing in machine "Cey %$

4fter setting these option click the 'Ne&t)button% then the window comes as follows

This window contains the following options.

Printer Selection;Select the printer+xteral * teral. 2(ternal is a dot-matri( printer connected

with machine serial port. &nternal printer is the inbuilt printer


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Printing Mo(e;

&ts always offline mode

"oun( 3ff;This is used for +ounding off the paise to nearest whole value.

#hoices are "3$isa$le"B$ Auto "?$ Upwar("E$ ownwar(

"oun( 3ff Limit;The nearest whole value to which round off is to be done.

#hoices are -$) ./ paise, -0) $// paise%iscount;

Discount affected the bill in before ta( or after ta(

Billing with Stoc' 0erification*2nable /Disable checking of stock while billing.

iscount #(iting;

2nable/ Disable discount editing facility while billing.

4fter setting these click the 'Ne&t). ow window will shows as follows

&n this window contain the following settings

Cop+ of Bill;2nable/ Disable to get more copies of bill.

Customer selection;2nable/ Disableprinting of customer details in bill

Scheme;

Set priority for applying of schemes. 0ptions are Amount before Quantity,

Quantity Scheme Only, Amount Scheme Only, and Quantity before Amount


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Session;

To set 'A(*P(1or '02 #rs1time print in bill

Calculation !+pe;Select the calculation types. The calculation modes are

0. Normal Q!" # All $iscount % &a'(

). Q!"(#&$#C$%&a'.*. Q!"(#C$%&a'#&$

+. Q!"(%&a'#C$#&$

. Q!"(#&$%&a'#C$-. Q!"(#C$%&a'#&$ &$ on Q!"((

. Q!"(%&a'#C$#&$ &$ on Q!"((

/. Q!"(%&a'#&$#C$ C$ on Q!"((

Note: ere Q 1 Qty, " 1 "ate, &$ 1 &rade $isc, C$ 1 Cash $isc, &a' 1 2A&

Scheme Calc !+pe;hen a free item has to be given% there is a choice to make it absolutely free "or$ give

it free to customer but provide ta( on bill at users e(pense "or$ apply ta( and charge on

!o'en Printing;

Set the token printing in before bill or after bill

4fter setting this option click the 'Ne&t)button then the window comes as follows

&n this window contain the following menus and some buttons

eclaration Printing;

!his is use( for #na$le 4 isa$le (eclaration printing.

Boo'ing ate;

hile taking 0rder booking using machine% this is used for enable/disable order

booking date


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Printer $au( rate*

hen e(ternal printer is selected% the serial printer speed is to be set.

Amount Man(ator+*

&n enable/disable split payment of bill amount

4fter completion of setting up machines save this settings using 3SA4+1 :utton as a'.P%L) file."ote this is used for downloading the profile settings ne(t time in future$.

Then #lick the 'Fiish1 :utton to Download this settings to Palmtec. #onfirmation

message will be coming at this time check whether Palmtec is been in transfer mode andclick3'to downloading the settings

B.Prepare input 5In6entor+7

This window using the prepare the input details like stock% category% unit creditors

list% discount details etc

Prepare input have a menu contain

1. Categor+*

The items loaded may be sorted depending on its category.6or e.g.; :iscuits% #hips% toffees etc can be sorted as snacks. Tea% #offee can be stored as

beverages


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2. Unit*this menu used to denote item unit


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2. Stoc'*

This menu containing the ist of &tems dealt by the Distributor/Dealer. &t alsocontains the item-wise 0pening stock and sales. &t starts with &tem #ode and end with

+ate edit.

Item Co(e* The uni5ue code of an item

Com.Co(e* #ommodity code of an item% This is using only for printing

Comm Name*This is the #ommodity name or &tem name

Unit* Fnit of that itm

Purchase "ate* Purchase +ate of an item. This is not using for billing

"ateA8 "ateB8 "ateC8 "ate * are the four different rate of an item. &n different

customer "+etail% Dealer% etc$ you billed at different rate these rates are using forthat type of billing. &n customer entry window you can set in which rate type

3pening Stoc'*This is total stock in your storage area

0at*alue added t>a( of an that item

Ms /t+* !inimum Sale Guantity of that itemCash isc*&f any cash discount applying in this item. 2nter the ma(imum

allowed Discount percentage

!ra(e isc* &f any trade discount applying in this item. 2nter the ma(imum

allowed Discount percentage

Ctr+ * This item is in which category

" #(it *This is a flag settings allowed or not rate editing while billing time


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-. "oute (etails*

&n this menu contain the Palmtec details are Palmtec id% serial number% route code and

operator name

. Cre(itors*

This menu is used for entering the #reditors Details. &t consists of customer codefollowed by name% address% sale type% travel route% #redit imit% :alance amount payable%

Tin no etc

A% Customer !ode:This is the uni5ue #ustomer &d/ #reditor #ode

% Customer Name:This is the #ustomer/ #reditor ame

C% Address:#ustomers 4ddress


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D% TN:#ustomers Ta( invoice umber

+% Sale T'pe:&n which rate type chosen to this customer for billing "+ate4% ate:%

+ate#% +ateD% 2tc$

F% 5oute: This customer is in which route6% ala!e:The customer / #reditor :alance

#% Credit Limit:The customer / #reditor imit% Cr * Cu:This is a customer "#u$ / #reditor "#r$

7%8 Order:Sorting 0rder

9. ,ot'e+s*

Fse this menu entering the hotkeys details. hile billing a single letter hotkey may be

used instead of entering the lengthy item code. The format of the file is as follows.

. Suppliers*

This window used enter the supplier list

:. Ban' (etails*

This menu used to enter the bank details


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;. Pricelist* 2ach item can sold with 3< different rate depending on the status of

creditors% first E rate are entered along with item entry the remaining > rate are entered

through this menu

1


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&n this window you can set the individulitm wise secheme select &tem code

of schemed item. Then type A or /)at H4 / GI Promotion field &f enter A)

its indicate 4mount wise scheme% &f enter /) its indicate Guantity wisescheme then enter the lower Guantity or 4mount it depends on 4/ G

promotion. Then enter Scheme field it indicate how to apply "4% G% P%$ '4)

indicate 4mount% 'G) indicate Guantity "6ree item$% 'P) indicate Percentagewise. &f you enter the 'G) enters the free item code "1ift item$ then enter the

allowed 5uantity or amount or percentage

1. #&pense*

!ostore default e(penses "2.g.; 6ood% :ata$

19. 36erall iscount*

!histable is used to store the details of overall discount

&n this window set the overall bill discount enter the lower bill amount and upper bill

amount and discount percentage

1. eclaration*

7ere we can type the declaration message to be printed in each bills "ot applicable

for 60+! =:$

.


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C.ata transfer This !enu used to communication between Palmtec and P#

!aine options are

1. Set Communication port * &fP# have more than one #0! port before data

transfer check whether the data cable plugged to the appropriate port #0!

port and set number of same in this menu

2. Sen( ata to Palmtec; it is used to send input details of Palmtec% before

using this menu please confirm machine is transfer mode. :y clicking the

button the software will check the machine id and then displays the stockthats presently available. 6eed the stock to be downloaded to the unit and

press Sen(button. The screen will display the no of packets sent/received.

0n successful completion of downloading% #onfirmation message will be displayed


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.

-. "ecei6e (ata from Palmtec; it is used to received the billed data from the

machine % :efore using this option please confirm machine is transfer mode

. Set ate = !ime ; it is used for synchroni*ing the date and time of Palmtecwith P#

.+eportsThis is used for generating different types of reports like Sales report% 4udit

report% consolidated report etc


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3.Consoli(ate( Cash "eport

2. Consoli(ate( sales report


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?. 4udit +eport;

9. Sales "eport

. 0iew "eport* &n this report contain various reports

Bill (etails*Sales details

Cre(itor Bills; #reditor sale details

#&pense; 2(pense details

Split Bill*Split bill detailsChe>ue etails*#he5ue bill details

Purchase*Purchase details

"e(uce( item*Damaged item details

Cre(itor pa+ment*Payment details of creditor "#reditor receipts$

0an 2 0an*details of goods transfer

Sales return*Details of sales return

A(6ance $oo'ing* Details of 0rder :ooking


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:. uplicate $ill * 1enerate the duplicate bill from Pc

#.4bout&t used to see the program er. Details of software.

%. 2(it;Fse to e(it the application software

pos mannual

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