BIZZ WIZZ POINT OF SALE

Bizz Wizz Main Menu : Phone Book, Invoice Book, Price Book, Order Book, Ledger, Purchase Creditors, Letter Plus, Business Name, Backup, Diary, Document manager,

Sections : POS Setup , Invoice Layout , Hot Keys, Archives, Docket Printer Ports and Settings

The Points of Sale Module (POS) was designed for replacing  a Till and being able to write an Invoice/receipt. The Invoice which is created within the Point of Sale can be stored after completion in the Archives of  P.O.S.  Transactions can be transferred to the Book Keeping section as a Transaction or as Category Totals or as Card, Cash, Cheque Totals. You can also send the invoice to the Invoicing section where it is stored, this is used for lay buys or  account customers. Parts are pulled from the Price Book and put onto the Point of Sale screen by directly bar-code scanning or by hot keys or by the [ Find = ] Button or the [ Find from Stock Book button ] or just typing in the part number. When finalised the Invoice/receipt is produced and then  transferred into the Book Keeping section by Each Invoice or a log file at the end of the day.
Note:  Transactions can be transferred into Book Keeping in 3 different ways.
1. By Invoice: and is sent straight to book keeping.
2. By Category: (If using this option we recommend you also select By One category as below in option 3) This is the category which each part is tagged as and is sent to a log file until you log to book keeping at the end of the day.
3. By One Category but split into Card, Cash, Cheque  and is sent to a log file until you log to book keeping at the end of the day.
To setup see See logging 

The Point of Sale module is linked to the Price Book, so when you transfer or scan-in parts from the Price Book into the Point of Sale Module the stock is reduced and the sale is recorded. If an item's quantity is changed from within the Point of Sale it will be reflected in the Price Book stock and sales. But this will only apply to parts selected or scanned from the Price Book in the first place. If you have used the [F4] manual text input section to enter a part, changes to these parts will not reflect to the Price Book.

Programmable Hotkey Buttons : See more detail below in the section.

Writing a Point of Sale Invoice

On the top left hand corner of the screen are 4 options  F6 Scan , F7 Customer Name , F3 Sales Person and  F5 Price File Name.

F6 Scan : Is the barcode scan and general input window.  This is the ready to input mode.

F7 Customer Name: Is used to set or input the customer.
The Name, Address and City can be select from an existing customer by pressing the F7 key a second time and then select the customer from the list or add a new one then select the customer for this Invoice. For more help on the customer list see Invoicing or Phone Book sections. These fields do not have to be entered into if they are not required. The Name-Field automatically has the words "Cash Sale" placed in it if you do not need to record the name. The next two address fields can either be filled or you can leave them blank. The Tax Number is only used for sales tax exemption on a invoice, It can be disabled in setup. 

Don't use Sales tax Numbers: If this field is ticked the program is set for GST , if not ticked the program is set for sales tax. ( Set to ticked for GST  )

The 2 option check boxes
Always load account list first: will load up the account list first when F7 is pressed or the Tab is clicked.
Display before each Invoice: will make you select the customer before you start each invoice.

Rate Options  refers to the type of customer Wholesale, Trade or Retail. When an account customer is selected the rate will be set automatically, otherwise you can select Wholesale, Trade or Retail depending on the customer. Part prices you add/scan will be at the rate you have selected.

SALES PERSON

F3 Sales Person:  The sales person can be set by pressing the number of the person or selecting from the list. To change or add a sales person highlight them and press change, to add new select ****Spare**** then change.
Select sales person before each Invoice option when turned on will ask for the sales person to be selected each Invoice.
 
F5 Price File Name: Sets the price file to load for scanning.
You need to make sure that the correct Parts File is selected by clicking on the Parts File Name Tab or by pressing the F5 key and selecting the desired file. You can then go to the Scan button, by clicking on it, or pressing the F6 key which will shift focus to the Scan/Text box ready to start scanning parts.  When scanning a part number or barcode the price file that this Item is listed in must be set in the f5 box tab.

ONE TIME ONLY BUTTONS:   Qty,  Price,  Discount on next
These buttons are Yellow, Blue, Orange at the top of the screen. 
When pressed these buttons will stay pressed down unless pressed again to turn off.   Depending on the function the button has to perform eg. ( Quantity )  when the next item is select the Quantity will be asked for then the button will automatically be reset back up.

Scan and OK buttons
The Scan Tab or pressing the F6 key allows you to scan in parts from the selected Price Book file. This shifts focus to the Part Number input Box where you can type or scan Part Numbers from the selected Price file.

As you enter part numbers manually or by scanning them in, Point of Sale will show you the part that closely matches the Part number you are entering. If the Part number matches exactly and you press ENTER then the part is added to the list. If the part does not match exactly, but is the part you require you can press the OK button  to accept the part number being displayed.

Scanning Parts
First, you need to make sure that the correct Parts File is selected.
You can do this by clicking on the Parts File List Box or by pressing the F5 key and selecting the desired file. You can then go to the Scan button, by clicking on it, or pressing the F6 key which will shift focus to the Scan/Text box ready to start scanning parts.

Find = : By pressing the "=" Key or clicking the button, an Input box will appear to type in the data you wish to find, Press Enter or Ok  then a list of Items with that data will list.  You can now select from this list.

The Options and Buttons on the bottom of this form are the same as other buttons out lined lower in this manual.

Text F4 Button:
By clicking this button or hitting the F4 key the Text Input Window will appear at the top of the form.

Text Input Window

In front of you, you will see Part Number, Description, Less Tax Price, Quantity and Tax Percentage. If you do not wish to use a Part number you can use the Part number and Description boxes as one long text box. When the Part number box is full simply press Enter to go to the Description box and keep typing. This will allow you to have quite a large amount of text input if required. Or simply just skip the Part number box and type the rest into the Description box. The Price less tax is put in the price box and  the tax% box puts the tax on. If you do not know the price less tax make sure your tax rate is entered in setup then type in the full price into the price box then press the tip button to remove the tax or just type "C" after the number  eg. "110c" "Enter"

If you are entering a part which was not within the Price Book you can enter the part number, description, the unit selling price, less the tax, the quantity of these items and the tax percentage. The tax percentage for 10% - simply type 10. When your text information is complete click the OK button to return or Next and the text box will let you then enter another line of text.  If not click on the Exit Button or press Escape to close the Text Input Box.
The Text Input Window is also used when editing parts within the Point of Sale list of items already selected.

Adjust Total Button: Will let you change the total by asking for a new Total amount.

Discount Button : This button will discount the total of the invoice as per the Discount entered.

Cash Out: This field is useful for Card or cheque transactions. If this option is selected,  you will be prompted for a Cash-Out value and the amount will be added to the receipt.  Note on the cash out form is hot keys,  Right click to setup buttons amounts like 10, 20, 50 note amounts. If the cash out is $70 press the 20 and 50 buttons or just type in the $70 amount. 

 

Check-box options
OPTION MENU Button: Before producing Invoices there are a few check-box options to be set. These are located on the lower right of the main window press Option menu  button to see these options .
PAY MENU : Closes the option menu.

POS Setup Button : Once your invoice has been completed it may then be printed, however before printing the first time it is advisable to go into Setup using the Setup Button and configure your invoice layout. Please refer to Setup Section in this help file.
 

 You can tell Point of Sale to prompt for a Serial Number (S/N) when Parts are scanned by selecting the (S/N) checkbox. You can also tell it to prompt for Part Quantity (Qty) , Part Price  or by Price Workout Quantity (@cost) or Discount by selecting the checkboxes respectively.

The above option are normally not ticked if using the below option which are a better way of doing the same thing.
These options can also be selected automatically in a part-scan. This can be done by including special symbols into the end of part descriptions in the Price Book when parts are originally created.
You may have up to three symbol , as long as they are entered at the end of the description without spaces in between.

The special fields are:
       '~' = Qty.
       '^"= Part price.
       '#' = Serial Number.
       '@'= Input cost to work out Quantity @.
        '* '= Discount on item. ask for discount percentage when part is selected
       
 Eg. the description field is ( gold paint  ^~  ) entering this into the description field
        in the Price book will ask for Price and Quantity   

Print: If this option is not checked the invoices/receipts will not be printed. How ever the "Print Last"  button will print the Invoice if pressed.

Change: When this option is selected, If you do cash sales, it will prompt for amount tendered and display the appropriate change.

Chq No: When doing Cheque transactions, you are prompted to enter the Cheque number if this option is selected.

Select Card: Will let you select the type of credit card the used by clicking on a hot key in a pop up window when a payment is made. The hot keys will need to be set up with the names of the cards before uses. Note: The keys only hold the card name.  Right Click button the set names.

Change, Tax and Total Value Boxes

Above the buttons, at the bottom on the screen you will see three value boxes. One is Change, one is Tax and one is Total. The Total Box contains the total amount of the invoice/receipt - the amount to be paid. The Tax Box depending on whether the Tax check box has been checked or not, will show the total amount of tax on that invoice/receipt.
The Change box displays the amount of change or Cash out to return to the customer.



BUTTONS

BUTTONS ON THE LEFT.

Exit Button : will exit POS.

Archives Button: This will display all old Invoices, show number of parts sold, day's or  month's Invoice totals etc  See Archives

Pay Account Invoice: This is used to pay a Invoice or Statement from within the point of sale so amounts go thought the till. For more info see Pay  Account Invoices.    

Hold Invoice Button: This button will put the current Invoice on hold. This allow you to serve another client and come back to the one on hold at a later stage without losing the items in the Invoice on hold. Up to 50 invoices can be put on hold under CASH  or ACCOUNT NAME. You also press the hold button to load a Invoice already on hold.

Abort Button: This will abort the Invoice. If the Invoice for some reason becomes unwanted then rather than deleting the item it can be done in one button click by pressing the Abort button.

Delete button: The items within the list can also be deleted. To do this highlight the item in the list then click the Delete button and the item will be deleted. If the item has been pulled from the Price Book the quantity of the item will be replaced into the Price Book and the sale amount will be reduced to the deleted item total.

Change Button: This is done by first highlighting the item within the list, then clicking on the Change Button.
By doing this the  Text Input Window will appear again.
This will have the part number field disabled if the part has come from the Price Book. If the part has not come from the Price Book this field will be enabled for data input. The reason the part number has been disabled is the part number is the link to the Price Book data base and cannot be changed. You can however change the description, the unit price, the quantity and the tax percentage.
What happens in this mode is when the Text Box loads it automatically, replaces that item stock and price back into the price file then when the alteration has been done it reduces the stock again to coincide with the changes. Click OK to accept any changes or Exit to abort them.

Find from stock book: This is used to add parts from the Price Book by listing all parts in front of you so the correct part can be found. This method is a lot slower than the direct barcode scan which can be done from the main screen. See Find from stock book:
Do not mix this button up with the " Find = " button.  The "Find =" button will list parts, and is faster as it is part of the point of sale program  and  it is a better way to find Items because all the macro's will work in this find mode.

Print Last Button : Clicking the Print Last button will re-print the last printed receipt. If you already have started another, put on hold do not complete as that will then become the last invoice printed. Note: Old Invoices can also be printed from POS archives.


Payment and Options menu. (on the right of parts listed)

Options Menu Button: Will change between the Payment Buttons  and the Options List.

Cash Button
By pressing the Cash button, or pressing the F9 key, the program will prompt you for the amount tendered (if the "Change" checkbox is selected). The invoice will then be printed and saved.

Cheque Button
By pressing the Cheque button, or pressing the F10 key, the program will prompt you for the cheque number. (if the "Cheque" checkbox is selected). The invoice will then be printed and saved.
Note: If a part payment is being made in Cash, and the rest by cheque. click the CASH button instead, making sure the change option has been ticked on first then type in the cash amount tendered and follow the prompts.

Card Button
By pressing the Card button, or pressing the F11 key the program will NOT prompt you for the Cash out amount (if  "Cash Out"  is needed then click the "Cash Out" button first)..  Note: If a part payments is being made in Cash, and the rest by Card click the "Cash" button instead, making sure the change option has been ticked first then type in the cash amount tendered and follow prompts.

Acct Button
By pressing the Account button, or pressing the F12 key you can save the payment as an account payment. If the customer has not been selected, the list of customers will be displayed so you can select one. Point of Sale will then prompt you for the order number (if set in setup). You will be then asked if the invoice was Not Paid or Cash, Card, Cheque. A part payment can only be done by selecting Cash, Card, Cheque. The invoice is then saved into the Invoicing section of Bizz Wizz and printed.

B.W. Menu Button :Will allow you to bring up the main menu or toolbar to load the Invoicing, Accountancy, Creditors, Price Book, Backup ect.

Programmable Hotkey Buttons

On the bottom of the Point of Sale you have the Programmable buttons.
Right-clicking on them allows you to bring up the hot key wizard.

Type the Button Caption you wish to show on the Hot Key

Type in the Macro for this Hot Key by pressing the keys on the keyboard in the order you wish the macro to repeat. The other option is to use the Wizard below to build the macro for you.  NOTE: When using [ALT] and [CTRL] do not hold down the key before typing in the next letter.
ENTER WORD TO FIND IN PARTS

Tick this box to List Parts with a key word Found

Tick if you sell by Cost to work out Quantity, eg $20 of petrol

Tick to ask for a Serial Number in the macro

Tick if you need to ask for a Quantity in the macro OR Place a [~] symbol at the end of the Part's description field in Price book.

Tick if you need to ask for a Price on the macro OR Place a [^] symbol at the end of the Part's description in Price book.

Tick to ask for a Discount Percentage in the macro OR Place a [*] symbol at the end of the Part's description field in Price book.

Tick to use a default Quantity preset in the macro.                  ENTER DEFAULT QUANTITY

Tick to use a default Price preset in the macro.                       ENTER DEFAULT UNIT PRICE

Tick to use a default Discount Percentage preset in the macro.     ENTER DEFAULT PERCENTAGE

Type in the Barcode or Part Number to select in your stock file.

Click to Build the Macro from selected options above

Hot keys are a way to press lots of keys on the keyboard with one press of a button.  The keys that will be pressed are entered into a Macro, some of the control keys have codes.

The plus sign (+), caret (^), percent sign (%), tilde (~), and parentheses (  ) have special meanings. To specify one of these characters, enclose it inside braces. For example, to specify the plus sign, use {+}.
To specify characters that aren't displayed when you press a key (such as Enter or Tab) and keys that represent actions rather than characters, use the codes shown below:

To specify keys combined with any combination of Shift, Ctrl, and Alt keys, precede the regular key code with one or more of the following codes:

To specify that Shift, Ctrl, and/or Alt should be held down while several other keys are pressed, enclose the keys' code in parentheses. For example, to have the Shift key held down while E and C are pressed, use "
+(EC)". To have Shift held down while E is pressed, followed by C being pressed without Shift, use "+EC".
To specify repeating keys, use the form {key number}; you must put a space between key and number. For example, {LEFT 42} means press the Left Arrow key 42 times; {h 10} means press h 10 times.

The Part description can also be made into a hot key macro by putting a ' % ' in the front of the text. This can be used to scan another number to another part number setting quantity and price. eg.[ %partnumber~  24~  2.00~ ]   Please not space after Enter "~" .

Structure of a hot key code:

To select a part number is done like this.
Select scan  =    {f6}
Put in the part number  "ab123456"  =     ab123456
Press [enter]  =      ~

Put it all together, The code is =      {f6}ab123456~

Note: You can press buttons with hot keys " %S " will press the setup button

Setup Section

GST On : When the GST box is checked, the word "TAX" on printed Invoice Bottom Totals will be replaced by the word "GST". When it is unchecked, the word "TAX" will be printed, however it will automatically calculate the GST. To put the word Tax Invoice on the top of the invoice see Printout name below

Show Tax : If the box is checked tax percentages for the items will be printed on the printouts.  If the check box is not checked no Tax values will be printed for the items on the printouts.

Print price for each item : If this box is checked the item totals will be printed on the invoice printout, ( the price of each part will be printed.)  If the check box is empty no prices will be printed, only the total at the bottom of the form.

Print Part Numbers : When this box is checked, The invoice/receipt will include Part Numbers on the Printout.

Round to 5c : This button will round all Invoice totals to the nearest 5 cents.

Calculate to 4 Decimal Places:  If  you calculate to fractions of a cent then this will work out your totals and GST correctly. The program will calculate 4 decimal places eg.( 5.0080 x 1000 = $5008.0 ) or at 2 decimal places eg.( 5.01 x 1000 = $5010.0 ). Select the best way for you. There can be even more changes in amounts when calculations are made eg ( 5010 x  mark up).  

Always Print Account Invoices: This option will always print Invoices which have been processed by the "Account F12" Button even if the Print option is not ticked. 

Ask to save/clear Box : When this box is checked, Point of Sale will prompt you before saving Invoices. It is a safety prompt before ending the Invoice. If this box is unchecked, then the Invoice is saved without prompting.

Lock to 40 items Box : When this box is checked, the total number of items will be locked to 40  or 80 if unchecked . 

Prompt Order # : When sending POS Invoice to the Main Invoicing section for Account purchase, you will be asked for an Order number if this option is checked.

Sound Off : When checked Sound will not play to warn or prompt you.

Touch screen keyboard: Tick only if there is no keyboard at all.  The on screen keyboard can be manually accessed by clicking the keyboard button in the program.

Show items with low stock: Tick to show items with low stock in red in the Invoice list and stock lists.

Account 7 days or less terms must pay : When using the "Account F12 " button for paying an Invoice the " No Payment " button will be disabled if the customers TERMS are less than 8 days.

Printout Name Box : The next box is the printout name. This allows you to put whatever you like on the form to say what the form is - "Invoice", "Tax Invoice", "Receipt", "Tax Invoice Receipt" or "Statement". The wording can be changed, or it could even be a "Docket".
"Tax Invoice Receipt" is the best Name for GST.

Note 1, Note 2 and Note 3 Text Input
On the next line we have Note 1 text input and Note 2 and Note 3 directly under it. They should be used to give information to your customer about your invoice. NOTE if printing on a docket printer try to keep the note to 40 letters or it will rap to the next line.

Archives Setup Section :
Keep Archives : This will Keep Archives of all transactions made and store them in the Archives list.
Don't Pass word : This makes the Archives accessible to all uses.
Don't Show Profit : This will hide the profit column in the archives list.

Invoice Number Button : This button will allow you to Set the First Invoice number and should not be changed once started unless you require to change the Invoice number.

Invoice Layouts Button: If you are not using a Docket Printer then Invoice layout let you setup the type of layout to print there is also a few other options as well of which some are also used for the docket printer as well. See Invoice Layouts below.

Log To Accountancy as Section

Log by Category:  Logging can be done by category or by Invoice. If you choose by category the parts which are pulled from the Price Book will normally have a category setting. This is used for example if you have a Deli and you have categories for confectionery and another category for stationery. At the end of the day you will get a total for all stationery sold and a total for all confectionery sold. These totals will then be transferred through to your Book Keeping section.
It is recommended that this option is used with " Log only to 1 default category (card, cash and cheque)" as it will make doing the bookkeeping easier.  You may think it would nice to keep totals of categories but Sales are is already being stored in POS Archives and in the Price Book Program so why  make life hard.

Invoice paid straight to Accountancy
Click to send each Invoice when paid straight to Accountancy, under the Invoice number and default category( no need to log )
Log by the item's preset category
Click to select to log at the end of the day by the item's preset category in the parts list.  ( Not recommended as it can make it hard to reconcile )

Log only to 1 default category.( Card, Cash and Cheque )
Logs all sales to 1 category which is the default one and it ignores the Price Book's preset category setting and it also when sending transactions to book keeping breaks it up into Card, Cash and Cheque amounts.  Please note that " On Account " Invoices will go strait to bookkeeping as per Invoice. (recommended for medium to high sales)

Log by Invoice : If you log by Invoice the transaction is put directly through to Book Keeping at time of payment as a  transaction not at the end of the day so the " Log 2 Bookkeeping button" is NOT used  categories.

Log 2 bookkeeping Button
The Log Button logs your transactions for the day or week to bookkeeping depending on when you like to log. This button is only enabled if you were logging by category or Cash , Card , Cheque. If you are logging by Invoice the transaction is logged when the Transaction is complete.

Select your Payment Button on the Right to setup
Payment Name for Card types.  ( Note: Cash and Cheques can not be renamed. )

Default Category Input Box : is used for setting the category for items that do not appear in the price list as any totals must be Logged By Accountancy in one or the other category if using by category. . The category can be set by clicking on the List Button and viewing the category. This will list all of the categories. It will also allow you to create a new one if you wish. By selecting the category it will automatically go to the Default Category Box. Or if you know the category number you can just type it in.

The Bank Number Input Box : This is the Bank to which all the transactions are credited. The Bank number is one of the nine bank accounts which are allocated in the Book Keeper Ledger section.

Set Ability to log to bookkeeping on POS exit option:  If the setup screen has been password locked then by clicking this option when POS is shut down You can Log from the exit message box .

Takings from Last Log section

Keep day takings report.
This box creates a file of takings (cash, cheques, cards) so a printout can be done for the current log.

Print Button.
Print button allows you to print the days log and to reset once printed or not reset.

View Button
Lets you view the days takings totals with out printing them. Note you can view invoices from archives also.
 

Tax Totals section

The Tax Report Check Box : The Tax Report Check Box allows you to turn the Tax Report on or off. If the box is checked the report will be saved. If the tax report check box is unchecked then no report will be saved. Uncheck for GST is Best.

Default Tax Rate.
This is the default tax rate. eg.[ 10 ]

Print Button : Allows you to print the current Tax totals.  If the report option in on.

Setup Printer : If you wish to set your Windows printers up you can click on this Set Up Button. This will allow you to set up your printer type or printer within the windows printers set up.

Save : Saves your setting .

Exit : Exits with out saving.

Invoice Layouts

Check your Printer is set to A4 paper size.

Invoice Layout No. : There are 4 Layout types you can have 0,1,2,3. Select one of the 4 layout types shown and type in the number in the box.

Alignment in mm. on Form : This allows you to move the text that is printed up or down the page. This is used for aligning with pre printed forms. By setting the value within the Alignment box to 1 or negative -1 you can move the printout -1mm up or down the page 1mm. By setting to 2 you can move it 2mm etc.

Print Letter Head : When this box is checked the Letter Head will print on the top of the selected A4 Invoice form. If using pre-printed Letter head stationery you can turn the Letter head off by un-checking the box and the Letterhead will not print.

Print Invoice 2 Times : When this box is checked, the Invoice/receipt will be printed twice.

Print On White Paper and Draw Boxes for Invoices : When this box is checked the form that is printed will print all of the boxes and lines. If using the pre printed form, leave the Check Box empty. This will stop the boxes from printing and speed up your printout. Pre printed forms are used to increase printing speed. Forms can be supplied From Bizz Wizz Software.

Colour Boxes : This can only be used on colour printers. If the boxes have been selected then it allows you to print the boxes in colour eg. crayon or a light blue. However on some printers it may slow the printing down quite considerably.

Retail price on invoices: Tick this option to print Retail Price on A4 invoices when selling at wholesale or trade prices using layouts 1,2 and 3.

Stop print on bottom text:  Tick this option to stop the printing of the bottom text on the form 2 layout.  (Only if layout 2 is selected).

Docket Printer Ports and Settings

Docket Printer Port and Options

Docket Printer : The docket printer check box enables you to use a docket printer. If the docket printer is not ticked the the docket printer settings

 will be disabled.  NOTE To print to a normal printer this option must be turned off.

Printer Type:  If your docket Printer is Epson, Citizen or Star then you must put the corresponding  number in the box.

 Docket Printer Port: Each option is numbered so just put the corresponding option number in the box.

Lines to tear off:. This option will push the docket printout out of the printer this number of lines to tear off the docket.

Print to the docket printer using the Windows printer driver: Checking this option will let you print a logo on your dockets. If you have any problems using the auto cutter or opening the cash draw it may be better not to use the windows driver. 
(NOTE: if you are not using the windows driver remove it from windows printers.)

Auto cutter: Turn on only if your printer has a paper cutter built in.  (NOTE: if using the windows driver the cutter may work without this option turned on.  If so un tick this option.)

 No Address: This will not print your Address on the docket printout if checked. Only your business name or logo will be printed.

Print Logo & Size: This option will only work if you are using the windows printer driver.  Type in the logo size.

Print not paid account Invoices to A4 printer not docket printer:  If an account is not paid give a full size Invoice so it is not lost!!
Tick this box to print the invoice from the A4 printer.

Cash Draw Port : Each option is numbered so just put the option number in the box.  (NOTE: if number 5 works do not use 6.)

Stop Cash Drawer:  Tick to stop the cash drawer from opening on a card sale.

Message: Type in the message to be displayed on the display pole.

Display Pole Port : Each option is numbered so just put the option number in the box.  If CD5520 can be used it will give the best Display.

Item Totals : When Checked the total for each will flash on the display pole for 2 sec on each barcode scan, then display the full total.

Show Item Price:  Tick to show the item price for 5 seconds on the pole when items are selected.

Tower Text Input
If you have a Display Pole, you can instruct Point of Sale to display a custom message by typing the desired text into this box.

 

Find from stock book:

Quick Find
Do not mix this button up with the " Find = " button.  The "Find =" button will list parts, and is faster as it is part of the point of sale program  and  it is a better way to find Items because all the macro's will work in the" Find = " mode.

Or

When the Price Book is loaded from the Point of Sale Module there are two extra buttons on the screen, on the lower right hand corner. These buttons are Return Stay Open, Return and Close.

Return Stay Open, Return and Close Buttons are part of the Price book program.

These buttons are to return you back to the Point of Sale once you have selected the parts you require. Return and Stay Open, returns you to the Point of Sale module, leaving the Price Book open in the background. This is recommended as it means you can swap between your Point of Sale and Price Book very quickly without having to load the Price Book each time. Return and Close option closes the Price Book on exit.

To input parts from the Price Book into the Point of Sale Module select one of the files on the right hand side of the Price Book main screen. This can be done in several different ways.

1. The first way is by using a Bar Code reader. With the file name as a bar code.
The Price Book programme allows you to produce your own bar codes. You can produce a bar code of the file name. These bar codes could be laid out on a card of some sort. Then just drag the bar code reader across that code.

2. The second way to load up the file is to use the arrow key and scroll up and down the file name list box until the file you wish is highlighted. Then press Enter. This will load the file.

3. The third way is if you know the name of the file you can start to type the name in. The list will automatically jump to the name by linking the keys pressed to the file name. Once the file has been highlighted press Enter to load.

4. The fourth way to load the file is click on the filename with the mouse and double click to load.

5. The fifth way to load the file is to use one of the other methods to highlight the file and then click on the Open File Button and this will open the file as well.

Open File Button.
Once the file has been opened in one of the previous ways you will see on the screen all of the parts within the file listed in front of you. Like file selection, part selection can be done in several different ways as well.

1. If you know the part number that you require start to type the part number and the part will automatically be found by the keys pressed, then press Enter to accept.
2. The second way to select a part is to arrow down or page down until the part is found, then press Enter to select.
3. The third way is to scroll down using the scroll bar and double click on the part to select it.
4. The fourth way to select the part can be done using a bar code scanner. Just run the bar code across the part number on the item and the part will be selected. If the enter has been included on the end of the bar code stickers or the bar code reader it automatically triggers an enter key press after a bar code read, then the part will automatically be selected.

When one of the above selections has been done a window will appear asking you for the quantity. This is the quantity of parts you wish to be transferred to the Point of Sale invoice / receipt. This window also tells you how many parts you have left in stock and the unit price. The Unit Price can be changed if required and the mark up rate can be changed as well to change between wholesale, trade and retail prices. Once the quantity has been entered do not press the enter key if you wish to change the Unit Price as pressing the enter key will tell the window that everything in this window has been accepted as OK. Use the Tab Key to tab to any other item on the screen if you wish to make changes. Once you have finished the changes or have only entered your quantity press Enter and the window will disappear and the part will be transferred to the Point of Sale.

Within the Quantity Window rather than pressing enter you can also have a choice of pressing the OK button or the Return Button or to abort the transaction the Exit Button. The OK button is used when you want to add another part to the Point of Sale invoice. By clicking on the OK button it will return to the list. You can then select another item from the list or return, select a different file and then a part from that file. The Return Button will automatically return you to the Point of Sale to allow you to view the part you have selected.

The Return and Stay Open Button

If you want to return back to the Point of Sale just click the Exit button or hit Escape and you will return to the Price Book main menu. Then simply press the Return and Stay Open button to return to the Point of Sale module.


On Return to Point of Sale

The Point of Sale module will have the parts you have selected listed in front of you. At this point the invoice could be printed if required or if text needs to be entered onto your invoice as well. A brief note or a part that is not in the Price Book can also be entered by clicking on the Text Button on the Point of Sale form, or hitting the F10 button. By doing this the Text Input Window will appear at the top of the form.

Pay Account Invoices

The pay account Invoice button let you pay an Invoice or pay a Statement . There are to buttons to choose from when you have selected  this option. 
1. Pay Invoice or  Statement from Invoice program:  When this button is selected the customer list will show. Select the customer you wish to pay off Invoices for. Now you will see the Invoice program loading .  When loaded the current Invoice Books will be asked for,  type in {Eg. [ ABC ] }and click [OK] , this will then show a list of all out standing Invoices on the list Invoices screen. The next step is to highlight the Invoices top be Paid. At the bottom of the screen is the PAY button, click it and the Pay to Ledger  screen will show, then complete the payment and the payment will be save to the Clipboard .  This has done the payment in Invoicing now you must exit all the way back to the POS program where the POS will pick up the payment from the clipboard when you select the type of payment. {Eg: Card, Cash, Cheque }.  If at this point a box shows asking for a amount then the POS did not find the payment on the clipboard and you may have to find out why, however you can type in the amount to continue the transaction.   
2. Pay a Invoice from POS : When this button is pressed you will be paying only one Invoice. A input box asking for the Invoice number will show and if you do not know the number the Find Invoice button on the right will load Invoicing and let you find the number.( Note do not pay the invoice from inside invoicing like the above option ) just get the number.  If or when you have the Invoice number type it into the box and click the Load Button this will show the details of the Invoice and if the Invoice is a not paid Invoice then the amount input box will show and the payment type button will also show at the bottom of the window. If a part payment is to be made type in the new amount then select one of the payment type button or just select one of the payment type button
 

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See Also : Bizz Wizz Main Menu : Phone Book, Invoice Book, Price Book, Order Book, Ledger, Purchase Creditors, Letter Plus, Business Name, Backup, Diary, Document manager,