Configuring the POS Invoice Window

The POS Invoice interface is designed to allow the quick and easy registration of sales in high volumes, by touch if you will be using cash machines and tills with touch screens. In such a high-pressure environment, each company will have their own requirements for the tools and functions that their cashiers should use. To allow for this, the placing of tools and functions in the POS Invoice window is fully user-definable. For details, please refer to the following pages:
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Placing Buttons, Tools and Functions in the POS Invoice Window

This page describes in outline the placing of buttons, tools and functions in the POS Invoice window. For detailed descriptions about each function, please refer here. If you will need cashiers to be able to activate some tasks and functions using keyboard commands, please refer here for details about configuring these commands.

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Illustrated below is the POS Invoice window as it will appear in a new installation of Standard ERP:

As shown in the illustration, only one button, a "parent button" (marked “Page 1”), is visible. At the moment there is no function attached to this button. Below this button, there is an empty area that is termed the "button area" in this documentation. This is where you will place the buttons that cashiers will use to process each POS Invoice. An example is shown below:

If you need more buttons than will fit in this area, you can create a second set of buttons. Each button can therefore perform one of two operations:
You should spend some time planning the structure of your sets of buttons. When a cashier creates a new POS Invoice, that cashier will need buttons representing the most important and commonly-used tools and functions to be visible immediately. For example, you might need buttons to activate cash and credit card payments always to be available. But, if cashiers will add Items to POS Invoices by scanning the Items' barcodes, then buttons that they can use to find Items by Item Number or Name will be less necessary and won't need to be visible immediately. As an absolute minimum, you will need a button to register payment, a "Finish" button and, if you are using work sessions, buttons to open and close work sessions.

An example button structure is illustrated below:

In this example, the buttons in the first row will be visible in each new POS Invoice. A cashier can touch or click the buttons marked "Payment", "User Functions" or "Manager Functions" if they need to see a different set of buttons. For example, the "User Functions" button will cause the initial set of buttons to be removed, to be replaced by the buttons in the third row in the illustration. A second parent button will also be added to the POS Invoice, to remind the cashier where they are in the structure. This is illustrated below:

If the cashier needs to get back to the initial set of buttons, they should touch or click the first parent button.

You can include a button more than once in the structure (in the example, this has been done with the "Finish" and "Scan Loyalty Card" buttons).

Use the POS Buttons setting to design your sets of buttons. This setting is available in the Point of Sales and Restaurant modules. You should enter a separate record in this setting for each set of buttons that you need.

Window Class
Paste Special    Choice of possible entries
Using 'Paste Special', specify the window in which the set of buttons will be used. The following options are available:

Touch Screen Invoice - POS
The set of buttons will be used in POS Invoices.

Bar Tab
The set of buttons will be used in Bar Tabs in the Restaurant module.

Touch Screen Invoice - SL
Not used.

The remainder of this page will assume you have chosen "Touch Screen Invoice - POS" as the Window Class.

Page
Use this field to assign a unique identifying code to the POS Button record.

In most cases, you can use an arbitrary code. However, you must have one POS Button record in which the Page is "1" as shown in the illustration (described as a "Page 1" record in this documentation). This record will contain the buttons that will be displayed in new POS Invoices.

Group
Paste Special    POS Button Groups setting, Point of Sales/Restaurant module
Use this field to assign a POS Button record to a Button Group.

Button Groups allow you to use different sets of Buttons in different circumstances. For example in a restaurant you might need different sets of buttons to appear on the tills in the food area compared to the tills in the bar. In this case, you would create one POS Button Group for the food area and one for the bar. Then, create the POS Button records that you need, assigning them each to the relevant Button Group (i.e. use this field to assign each POS Button record to the food area or to the bar). Then, assign each till to a Button Group using the POS Button Group field in the Local Machine setting in the User Settings module (or, if a till has a live-sync connection to the server, in the record for the till in the Local Settings setting in the Technics module). Buttons designed for the food area will not be used on tills in the bar and vice versa.

If you are using Button Groups, you must have a "Page 1" record for each Button Group. Continuing the example, the "Page 1" record for the food area will contain the buttons that will be displayed in new POS Invoices created on tills in the food area, while the "Page 1" record for the bar will contain the buttons that will be displayed in new POS Invoices created in the bar.

Comment
This Comment will be used as the button label for the button above the button area (i.e. as the button label for the parent button). In the example illustrated above, "Main" will replace the default label, "Page 1".

Key, Modifiers
Paste Special    Choice of possible entries
As an option, use the Key field to specify a Function Key that a cashier can use to activate the set of buttons. In practice, it is only useful to do this for the set of buttons attached to the parent ("Page 1") button, because this button is always visible above the button area and therefore the Function Key will always be active.

Be sure to choose a Function Key that isn't already used by the operating system. If necessary, add a Modifier to the Function Key (e.g. Ctrl or Shift).

Use the matrix that takes up the majority of the 'POS Button: New' window to list the buttons that you want to be included in the set of buttons. In the "Page 1" POS Button record, these are the buttons that will be shown each time on opening a new POS Invoice.

The buttons will be shown in the POS Invoice in the order in which you list them in the POS Button record. The first four buttons in the list in the POS Button record will appear in the first row of buttons in the POS Invoice, and so on.

Each row in the matrix represents a single button, with the following attributes:

Button Type
Paste Special    Choice of possible entries
Use 'Paste Special' to specify the task or function that should be carried out when the cashier touches or presses the button. Please refer to the 'POS Button Types’ page for descriptions of each option.

Code
Paste Special    Depends on Button Type
Depending on the Button Type you have chosen in the field to the left, you may need to make an entry in this field. For example, if the Button Type is "Display Page", use this field to specify the Page that is to be displayed when the cashier touches or presses the button. If the Button Type is "Cash", "Credit Card" or "Loyalty Points Payment", use 'Paste Special' to choose a Payment Mode for the payment. Please refer to the descriptions of the individual Button Types (index here) for more details about using this field with specific Button Types.

Colour
Paste Special    Choice of possible entries
Choose a colour for the button, to be used in the POS Invoice window.

Key, Key Modifiers
Paste Special    Choice of possible entries
As an option, use the Key field to specify a Function Key that a cashier can use instead of pressing the button.

Be sure to choose a Function Key that isn't already used by the operating system. If necessary, add a Modifier to the Function Key (e.g. Ctrl or Shift).

Label
Enter the name of the button, as it will appear in the POS Invoice window.

Printer
Paste Special    Printers setting, System module
This field will only be used if the Window Class in the header is "Bar Tab" and if the Button Type is "Display Page" or "Item". When a waiter prints a Bar Tab, you can use this field to specify that specific Items on the Bar Tab will be printed on particular printers in the kitchen. You can do this for an individual Item (by specifying a Printer in a row in which the Button Type is "Item"), or you can do this for a selection of Items (by specifying a Printer in a row in which the Button Type is "Display Page").

Picture
Paste Special    POS Button Pictures setting, Point of Sales module
If you need a picture or image to appear in a button instead of a Label, choose a record in the POS Button Pictures setting here. You should have attached the picture or image to that POS Button Picture record, as described here. The image can be a JPG or PNG file (BMP is also supported on Windows clients only, but using BMP files is not recommended because their size can have a detrimental effect on the speed with which the button will be drawn). If you need to use POS Button Pictures, you should also select the Item Pictures on Buttons option on the 'POS’ card in the Local Machine setting in the User Settings module. You may also want to change the default button size, which you can do using the Button Width and Button Length fields in the same setting. As the Local Machine setting is stored separately in each client database, you will need to make these changes on each till or cash machine.
After saving the example POS Button record illustrated above, each new POS Invoice will contain the following buttons:

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Configuring the POS Invoice WIndow:

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Adjusting Elements in the POS Invoice Window

This page describes the adjustments you can make to the appearance of the POS Invoice window so that it best suits your requirements.

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The 'POS' card in the Local Machine setting in the User Settings module contains various options that you can use to change and move the elements in the POS Invoice and Bar Tab windows. As the Local Machine setting is stored separately in each client database, you will need to make these changes on each till or cash machine (or you can have different settings on each till). If a till will have a live-sync connection with the server, you can make these changes in the Local Settings setting in the Technics module before connecting the till to the server. The changes will then be sent to the till as part of the synchronisation process.

The options that you choose will be used in the POS Invoice window and the Bar Tab window. For brevity, only the POS Invoice has been mentioned in the descriptions below. Similarly, only the Local Machine setting has been mentioned, without referring to the Local Settings setting.
Item Picture in POS Invoice (iOS)
Select this option if you would like Item pictures to be shown in the POS Invoice window. You should also set the Item Pictures on Cashier Screen option in the POS Settings setting to "Default" or "On”.

The pictures will be brought in from the Item register as the cashier scans the Items to add them to a POS Invoice. Please refer here for details about adding pictures to Item records.

If you select this option, Item pictures will be shown in the button area above the Item/Command field, so they will reduce the area that is available for buttons:

You should only select this option on tills and cash machines that have a live connection to the server. If a till or cash machine has a live-sync connection to the server, the Item picture files will not be sent to the till by the synchronisation process so selecting this option will have no effect.

Buttons Position
Use these options to specify whether the button area should be placed on the left side of the POS Invoice or on the right. If you choose the Right option, the POS Invoice will appear as follows:

Panel Size
The panel is the area in the POS Invoice that lists the Items that have been scanned by the cashier. You can choose to reduce the size of the panel if you need a larger button area. If you select this option, you may need to reduce the Panel Font Size using the options below as well.

Panel Font Size
Use these options to set the font size of the text in the panel. These options will have no effect on Windows tills.

Button Width, Button Length
By default, the buttons in the POS Invoice window will be 93 x 50 pixels in size, excluding the border (98 x 55 pixels including the border). If you need the buttons on a particular till or cash machine to be a different size, enter that size in pixels in these fields.

Item Pictures on Buttons
Select this option if you would like the buttons in the POS Invoice window to contain images or pictures, instead of text labels. Please refer to the description of the POS Button Pictures setting here for more details.
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Configuring the POS Invoice Window:

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POS Button Types in POS Invoices

When you add a POS Button to the POS Invoice window, you should specify a Button Type. This will determine the task or function that will be carried out when cashiers press or touch the button. For detailed descriptions of each Button Type, please refer to the following pages:
Please refer here for an index of all POS Button Types.

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Cash Up Report

Function
Prints to screen a Cash Up report for the current Till Drawer.

Workflow
Click or touch the "Cash Up Report" button. A Cash Up report will immediately be printed to screen in a new window.

Notes
The report period will depend on the Start from Previous POS Balance option in the POS Settings setting. If you are using this option, the report period will begin on the date of the most recent POS Balance record for the current Till Drawer. If you are not using this option, the period will begin one day before the current day. In both cases, the period will end on the current day.

Please refer here for full details about the Cash Up report.

Change User

The "Change User" button allows a new cashier to sign in and use a till or cash machine. Please refer to the section describing POS Button Types connected with personnel functions here for full details.

Close Session

Function
Closes the work session for the current Till Drawer.

Requirements
If you have tills with live-sync connections to the server, you must have defined Number Series for POS Sessions for each live-sync till in the Synchronised Number Series setting, and separate Number Series for the live tills in the Number Series - POS Sessions setting.

Workflow
Click or touch the "Close Session" button. The session will be closed immediately.

Notes
If you are using a till or cash machine with a live-sync connection to the server, you must open and close work sessions from the till itself (you can't do this remotely from a desktop client). The easiest way to do this is to use the "Open Session" and "Close Session" buttons, so be sure to add these buttons to the POS Invoice window if you have these tills in your network. An alternative method is to open and close work sessions from the HW0706REPORTS_Cash_Up,Cash Up) report, which requires you to add a "Cash Up Report" button to the POS Invoice window.

Please refer here for more details about work sessions.

Daily Report

Function
Instructs a fiscal printer to print a report.

Requirements
You must have specified in the Local Machine Serial Port Devices setting in the Technics module that the till or cash machine is connected to one of the fiscal printers listed in the 'Notes' section below.

Workflow
Click or touch the "Daily Report" button. The report will be printed by the fiscal printer.

Notes
You can also use the Fiscal Printer Reports setting in the User Settings module to instruct fiscal printers to print reports. The table below lists the fiscal printers that will print reports in response to the "Daily Report" button, the reports that will be printed and the buttons in the Fiscal Printer Reports setting that will print the same reports:

Fiscal PrinterReportEquivalent button in the Fiscal Printer Reports setting
Bematech MP-2100 TH FIX report (Leitura X) None
Brio FisUSBM with Middle Ware (Latvia) Daily report (X report) None
Brio FM32 with Middle Ware (Latvia) Daily report (X report) None
CHD Virtual Fiscal Printer (Latvia) Monthly report (X report) Monthly Balance
Empirija FB15 (Lithuania) Periodic report for the current datePeriodic Report
Empirija FB15 with Middle Ware (Lithuania) Periodic report for the current datePeriodic Report
POSNET (Poland, POSNET Protocol) Daily report for the current dateDaily Balance (can enter a Date for reports for other dates)
POSNET (Poland, POSNET Protocol w VAT, from 01/10/2013) Daily report for the current dateDaily Balance (can enter a Date for reports for other dates)
POSNET HD FV EJ (Poland, POSNET Protocol over TCPIP) Daily report for the current dateDaily Balance (can enter a Date for reports for other dates)

Daily Z Report

Function
The "Daily Z Report" button is similar to the "Daily Report" button described above, but it instructs the fiscal printer to print the daily ("Z") report, as follows:

Fiscal PrinterReportEquivalent button in the Fiscal Printer Reports setting
Bematech MP-2100 TH FIZ report (Redução Z) None
Brio FisUSBM with Middle Ware (Latvia) Daily report (Z report) Daily Balance
Brio FM32 with Middle Ware (Latvia) Daily report (Z report) Daily Balance
CHD Virtual Fiscal Printer (Latvia) Daily report (Z report) Daily Balance
Empirija FB15 (Lithuania) Daily report (Z report) Daily Balance
Empirija FB15 with Middle Ware (Lithuania) Daily report (Z report) Daily Balance

If you are using the Empirija FB15, specify in the Local Machine or Local Settings settings where the electronic journal files should be stored. Please refer to the description of the Fiscal Printer Reports setting here for more details

Get Cash Float

Function
Allows cashiers to move cash and other takings from the Till Drawer to the back office.

Requirements
If you have tills with live-sync connections to the server, you must have defined Number Series for Cash Events for each live-sync till in the Synchronised Number Series setting, and separate Number Series for the live tills in the Number Series - Cash Events setting.

Workflow
  1. Click or touch the "Get Cash Float" button.

  2. The 'Cash Out: New' window will open:

    If you have specified a Cash Pay. Mode in the Default Payment Modes setting, this Payment Mode will be shown in the first line of the matrix as a default.

  3. In each row, choose a Payment Mode (e.g. cash, cheque, credit card etc) (if the till has a keyboard, you can use 'Paste Special') and enter an Amount for each one. The Amount should be the value of cash, cheques, credit card payments, etc that is being moved out of the till.

  4. Click or touch the [Proceed] button to save and commit the Cash Out, or the [Cancel] button to return to the POS Invoice without saving. Although the 'Cash Out: New' window contains an OK check box, you do not need to tick it before pressing [Proceed] because this will be done automatically.

Notes
If you are using work sessions, ensure the Till Drawer is in open session before using the "Get Cash Float" button.

Behind the scenes, the Cash Out will be saved in the Cash Events setting. Please refer here for more details about Cash Events.

Open Session

Function
Opens a new work session for the current Till Drawer.

Requirements
If you have tills with live-sync connections to the server, you must have defined Number Series for POS Sessions for each live-sync till in the Synchronised Number Series setting, and separate Number Series for the live tills in the Number Series - POS Sessions setting.

Workflow A
  1. Click or touch the "Open Session" button.

  2. The 'POS Session: New' window will open:

  3. The Machine field will contain the Local Machine Code of the till you are working on, and the Event will be set to "Open". So, all you need to do is choose a Drawer using 'Paste Special' or by clicking or touching the [Drawer] button on the right.

  4. Save the POS Session record. The 'POS Session: New' window will close. The work session is now open.

Workflow B
Click or touch the "Open Session" button. The session will be opened immediately.

Notes
Workflow A will be used the first time you try to open a work session on a new till or cash machine. The 'POS Session: New' window will open to allow you to specify a Drawer. This will connect the Drawer to the till. The next time you open a work session, Workflow B will be used. The same Drawer will be used, so there will be no need for the 'POS Session: New' window to open.

If you are using a till or cash machine with a live-sync connection to the server, you must open and close work sessions from the till itself (you can't do this remotely from a desktop client). The easiest way to do this is to use the "Open Session" and "Close Session" buttons, so be sure to add these buttons to the POS Invoice window if you have these tills in your network. An alternative method is to open and close work sessions from the Cash Up report, which requires you to add a "Cash Up Report" button to the POS Invoice window.

Please refer here for more details about work sessions.

Operations Menu Function

Function
Activates a specified Operations menu function.

Requirements
In the row in the POS Button record that adds the "Operations Menu Function" button to the POS Invoice window, you must use the Code field to specify the function that will be run when the button is clicked or touched. Use 'Paste Special' to see a list of available functions ('Cash In', 'Cash Out', 'Cash Up Report', 'Open Session' and 'Close Session').

Workflow
  1. Click or touch the "Operations Menu Function" button.

  2. The relevant Operations menu function will be activated.

Note
The "Operations Menu" button is one way of adding the 'Cash In', 'Cash Out', 'Cash Up Report', 'Open Session' and 'Close Session' functions to the POS Invoice window. Another way is to use the dedicated Button Types "Put Cash Float", "Get Cash Float", "Cash Up Report", "Open Session" and "Close Session" respectively. Please refer to the descriptions of these Button Types elsewhere on this page for full details.

Pause Sales

Function
Saves the current POS Invoice, closes it and opens an empty new one (i.e. it "parks" the current POS Invoice).

Requirements
If you add a "Pause Sales" button to the POS Invoice window, you should also add an "All Invoices", "Open Unfinished Invoices" or "Resume Sales" button to allow a cashier to return to the saved Invoice at a later time.

Workflow
  1. Click or touch the "Pause Sales" button.

  2. The POS Invoice currently on screen will be saved and closed and an empty new Invoice will be opened in its place.

Notes
A cashier can use the "Pause Sales" button when they have scanned a Customer's Items and the Customer then realises that they have forgotten something. The cashier can "park" the POS Invoice and serve the next Customer while the first one is away.

To go back to the parked Invoice, click or touch the "All Invoices", "Open Unfinished Invoices" or "Resume Sales" button.

If you are using the Incremental Receipt Printing option on the till, use the "Suspend Invoice" button instead of the "Pause Sales" button. If you are using this option, a receipt will already have been printed for the Items. The "Suspend Invoice" button will print a line on the receipt for the last Item added to the Invoice, but the "Pause Sales" button will not.

Put Cash Float

Function
Allows cashiers to move cash into the Till Drawer from the back office.

Requirements
If you have tills with live-sync connections to the server, you must have defined Number Series for Cash Events for each live-sync till in the Synchronised Number Series setting, and separate Number Series for the live tills in the Number Series - Cash Events setting.

Workflow
  1. Click or touch the "Put Cash Float" button.

  2. The 'Cash In: New' window will open:

    If you have specified a Cash Pay. Mode in the Default Payment Modes setting, this Payment Mode will be shown in the first line of the matrix as a default.

  3. In each row, choose a Payment Mode (e.g. cash, cheque, credit card etc) (if the till has a keyboard, you can use 'Paste Special') and enter an Amount for each one. The Amount should be the value of cash or other payments that is being moved in to the till.

  4. Click or touch the [Proceed] button to save and commit the Cash In, or the [Cancel] button to return to the POS Invoice without saving. Although the 'Cash In: New' window contains an OK check box, you do not need to tick it before pressing [Proceed] because this will be done automatically.

Notes
If you are using work sessions, ensure the Till Drawer is in open session before using the "Put Cash Float" button.

Behind the scenes, the Cash In will be saved in the Cash Events setting. Please refer here for more details about Cash Events.

Resume Sales

Function
Allows a cashier to go back to a previous unfinished POS Invoice.

Workflow
  1. Click or touch the "Resume Sales" button.

  2. The POS Invoice that is currently on screen will be closed, and the 'Paused Sales' window will open:

    This is a list of unfinished POS Invoices. If the till uses a live-sync connection to the server, the list will only show the POS Invoices that have been entered on that till. If the till has a live connection to the server, the list will show all unfinished POS Invoices.

  3. Double-click or touch the POS Invoice that you need to open.

  4. The POS Invoice will be opened.

Notes
This button opens a list of unfinished POS Invoices, allowing you to open and continue processing an Invoice that had previously been parked. It is similar to the "Open unfinished Invoices" button: the main difference is that the "Open unfinished Invoices" button allows you to choose a POS Invoice using a detailed browse window, while this button uses a simpler selection window.

If you are using a Windows till or cash machine, you may want to select the Wide Scroll Bars option in the Local Machine setting (or, if a till has a live-sync connection to the server, in the record for the till in the Local Settings setting in the Technics module). This may make scrolling easier on a touch-screen.

Suspend Invoice

Function
Saves the current POS Invoice, closes it and opens an empty new one (i.e. it "parks" the current POS Invoice).

Requirements
If you add a "Suspend Invoice" button to the POS Invoice window, you should also add an "All Invoices", an "Open Unfinished Invoices" or a "Resume Sales" button to allow a cashier to return to the saved Invoice at a later time.

Workflow
  1. Click or touch the "Suspend Invoice" button.

  2. The POS Invoice currently on screen will be saved and closed and an empty new Invoice will be opened in its place.

Notes
A cashier can use the "Suspend Invoice" button when they have scanned a Customer's Items and the Customer then realises that they have forgotten something. The cashier can "park" the POS Invoice and serve the next Customer while the first one is away.

To go back to the parked Invoice, click or touch the "All Invoices", "Open Unfinished Invoices" or "Resume Sales" button.

If you are using the Incremental Receipt Printing option on the till, use the "Suspend Invoice" button instead of the "Pause Sales" button. If you are using this option, a receipt will already have been printed for the Items. The "Suspend Invoice" button will print a line on the receipt for the last Item added to the Invoice, but the "Pause Sales" button will not.
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Configuring the POS Invoice Window:

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POS Commands

This page describes in outline the configuring of POS Commands (keyboard commands) that cashiers will be able to use when entering POS Invoices. For detailed descriptions about each command, please refer here.

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As described here, you can place buttons in the POS Invoice window that cashiers will use to activate various tasks and functions. If your tills and cash machines have keyboards, you can also configure various keyboard commands that cashiers will be able to use from the POS Invoice window. You can decide which tasks and functions will be available to your cashiers, and what keyboard commands they will use to activate them. Use the POS Commands setting in the Point of Sales module to configure these commands.

Text
The text is the keyboard command that the cashiers should use when they need to activate the task or function specified in the field to the right. This can be a single character as shown in the illustration or a number of characters.

For example and referring to the illustration above, a cashier could type "a" or "A" to activate the "Quantity Item" Action (the text is not case-sensitive).

You should not use text that could also be an Item Number, Bar Code or Alternative Code. For example, the POS Commands in the illustration above assume there are no Item Numbers, Bar Codes or Alternative Codes beginning with the characters A, C, D, L, Q, + and -. Cashiers will type or scan Item Numbers and type POS Commands into the same field in a POS Invoice, so there should be no conflicts.

You should also take care not to enter conflicting POS Commands. For example, in the illustration above, we have assigned the text L to the "Loyalty Card No." Action. This allows a cashier to type "L4" for example to add Loyalty Card 4 to a POS Invoice. We should not then assign text such as LCP to another action, because this text would cause the Loyalty Card CP to be added to the Invoice instead of invoking the other action.

Action
Paste Special    Choices of possible entries
Use 'Paste Special' to specify the task or function that should be carried out when the cashier types the text (i.e. uses the keyboard command). Please refer to the 'POS Command Actions' page for descriptions of each option.
After configuring POS Commands as illustrated above and as described individually on the 'POS Command Actions' page, cashiers will be able to enter the commands in the Item/Command field in the bottom left-hand corner of a POS Invoice.

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Configuring the POS Invoice Window:

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POS Command Actions

When you use the POS Commands setting to create a set of keyboard commands for the POS Invoice window, you should use the Action field in the matrix to specify the tasks or functions that you want to be carried out when cashiers enter the keyboard commands. This page describes the available tasks and functions (i.e. the various Actions) in detail.

As noted in the descriptions of each Action, cashiers can also activate some of these tasks and functions by clicking or touching buttons. Use the POS Buttons setting to configure these buttons. This setting is described here.

If you are using the Incremental Receipt Printing option on a particular till, till receipts will be printed as cashiers add Items to POS Invoices. Printing will be one row behind the cashier. For example, when the cashier adds the second Item to a POS Invoice, the first Item will be printed. This means cashiers will be able to use POS Commands such as "Add 1", "Discount", "Quantity", "Serial No." and "Subtract 1" because these commands only affect the last Item on the Invoice i.e. the one that has yet to be printed. However, as noted in the descriptions below, some commands cannot be used together with Incremental Receipt Printing.

Add 1

Function
Increases by one the quantity of the last Item added to a POS Invoice.

Example Workflow
If the Text for this command is "+", type "+" followed by Enter or Return to increase by one the quantity of the last Item added to a POS Invoice.

Equivalent POS Button Type
POS Command (specify "Add 1" as the Code in the row in the POS Button record that adds the "POS Command" button to the POS Invoice window).

The command will only increase the quantity of the last Item added to a POS Invoice. The button can increase the quantity of any Item in the Invoice: highlight an Item in the Invoice before pressing the button. For this reason, be careful using the button if you are using the Incremental Receipt Printing on a particular till as the button can be used to increase the quantity of an Item that has already been printed on the receipt.

Cash

Function
Receives and manages cash payments for POS Invoices.

Requirements
You must have specified a Cash Payment Mode in the Default Payment Modes setting. This Payment Mode will determine the Nominal Ledger Account that will be debited with the value of the cash payments.

Example Workflow
If the Text for this command is "C", type "C" followed by Enter or Return to add a full cash payment to a POS Invoice. Type "C25" followed by Enter or Return to add a cash payment of 25.00 to the POS Invoice.

A line will be added to the end of the POS Invoice, showing the value of the cash payment. If the cash payment is greater than the amount due, the change will be calculated and displayed as well.

Equivalent POS Button Type
Cash.

The button will open the cash drawer but the command will not.

Delete Row

Function
Removes a line from a POS Invoice.

Requirements
Can only be used by a cashier whose Access Group gives access to the 'Delete Items on Touch Screen Invoice' Action.

Example Workflow
If the Text for this command is "D", type "D2" followed by Enter or Return to remove the second line from a POS Invoice.

Notes
The "Delete Row" command will delete lines of all kinds from POS Invoices. It will completely delete them with no audit trail (i.e. there will be no record that an Item was added to a POS Invoice and then removed).

A line containing a payment will be shown below the total lines in a POS Invoice. If you need to remove a line containing a payment, do not count the total lines when calculating the line number. For example, if a POS Invoice contains two Items, the Items will be listed, then the totals, then the payment. The payment line will be line 3 in this example, so type "D3" to remove the payment (assuming "D" is the Text for this command).

If you are using the Incremental Receipt Printing option on a particular till, you should not use the "Delete Row" or "Void Item" commands. Instead, use the "Void Item" button. The Incremental Receipt Printing option will mean that the deleted line will already have been printed on the receipt. The "Delete Row" and "Void Item" commands will not print a cancelling line, but the "Void Item" button will.

Equivalent POS Button Types
Delete Row and POS Command (specify "Delete Row" as the Code in the row in the POS Button record that adds the "POS Command" button to the POS Invoice window).

The command can only be used by a cashier who has access to the 'Delete Items on Touch Screen Invoice' Action because it does not support the supervisor log-in feature. The buttons do support the supervisor log-in feature.

Discount

Function
Allows you to change the discount of the last Item to be added to a POS Invoice.

Example Workflow
If the Text for this command is "D", type "D5" followed by Enter or Return to add a 5% discount to the last Item to be added to a POS Invoice.

Equivalent POS Button Type
POS Command (specify "Discount" as the Code in the row in the POS Button record that adds the "POS Command" button to the POS Invoice window).

If you add a "POS Command" button to the POS Invoice window, you should also do one of the following:

  • Enter a row in the POS Commands setting in which the Action is "Discount" and with a Text (keyboard command). When the cashier presses the button, the keyboard command will be placed in the Item/Command field in the POS Invoice. The cashier can then enter the discount.

  • An alternative is to use the Open NumPad option on each till and cash machine. When the cashier presses the button, this option will cause a numeric keypad to open which the cashier can use to enter the discount.

The command will only add a discount to the last Item added to a POS Invoice. The button can add a discount to any Item in the Invoice: highlight an Item in the Invoice before pressing the button. For this reason, be careful using the button if you are using the Incremental Receipt Printing option on a particular till as the button can be used to add a discount to an Item that has already been printed on the receipt.

Loyalty Card No.

Function
Adds a Customer's Loyalty Card to the POS Invoice, so that points can be added to the Card account.

Example Workflow
If the Text for this command is "L", type "L5" followed by Enter or Return to add Loyalty Card 5 to a POS Invoice (or type "L" and then scan the Loyalty Card).

Equivalent POS Button Type
Loyalty Card

Quantity

Function
Allows you to change the quantity of the last Item to be added to a POS Invoice (i.e. after scanning the Item).

Example Workflow
If the Text for this command is "Q", type "Q5" followed by Enter or Return to change the quantity of the last Item added to a POS Invoice to five.

Equivalent POS Button Type
POS Command (specify "Quantity" as the Code in the row in the POS Button record that adds the "POS Command" button to the POS Invoice window).

If you add a "POS Command" button to the POS Invoice window, you should also do one of the following:

  • Enter a row in the POS Commands setting in which the Action is "Quantity" and with a Text (keyboard command). When the cashier presses the button, the keyboard command will be placed in the Item/Command field in the POS Invoice. The cashier can then enter the quantity.

  • An alternative is to use the Open NumPad option on each till and cash machine. When the cashier presses the button, this option will cause a numeric keypad to open which the cashier can use to enter the quantity.

The command will only change the quantity of the last Item added to a POS Invoice. The button can change the quantity of any Item in the Invoice: highlight an Item in the Invoice before pressing the button. For this reason, be careful using the button if you are using the Incremental Receipt Printing option on a particular till as the button can be used to change the quantity of an Item that has already been printed on the receipt.

Quantity Item

Function
Allows you to specify the quantity of an Item to be added to a POS Invoice (i.e. before scanning the Item).

Example Workflow
If the Text for this command is "A", type "A5 10101" followed by Enter or Return to add 5 x Item 10101 to a POS Invoice (or type "A5 " (including trailing space) and then scan the Item's barcode).

Note
If you are using the Incremental Receipt Printing option on a particular till, you should not use this command. Items added to a POS Invoice using this command will not be printed in an incremental receipt.

Reprint Receipt

Function
Reprints a POS Invoice.

Requirements
Can only be used by a cashier or supervisor whose Access Group gives access to the 'Reprint Touch Screen Invoice' Action.

Can only be used to print a finished Invoice. Therefore, if you will use the "Reprint Receipt" command, you must also add an "All Invoices" button to allow a cashier to find the finished Invoice that is to be printed.

Example Workflow
  1. Click or touch the "All Invoices" button and then locate and open the POS Invoice that is to be printed.

  2. If the Text for this command is "RR", type "RR" followed by Enter or Return.

  3. If the cashier does not have the necessary access right, the 'Login' window will appear, allowing a supervisor to log in.

  4. The POS Invoice will be printed.

  5. Control of the till will be passed back to the cashier.

Note
The "Reprint Receipt" command will reprint POS Invoices on a receipt printer or on the TSL FP05 (Kenya) or FPrint 02K fiscal printers. If you do not have such a printer attached to a till (i.e. you have not entered a record in the Local Machine Serial Port Devices setting in the Technics module that connects such a printer to the till), the command will print POS Invoices on a conventional printer using the Form Template that you have assigned to the POS Invoice form (i.e. it will behave in the same way as the "Print Invoice" button).

Equivalent POS Button Type
Reprint Receipt

Sales Assistant

Function
Adds a line to a POS Invoice acknowledging the help of a Sales Assistant. Used when a Sales Assistant helps a Customer to choose an Item.

Example Workflow
If the Text for this command is "S", type "SSJ" followed by Enter or Return to add sales assistant SJ to a POS Invoice. Add the Sales Assistant to the Invoice before adding or scanning the Item for which the Sales Assistant is to be credited.

Equivalent POS Button Type
Sales Assistant

Scan Dynamic Barcode

Function
Adds an Item that is priced by size or weight to a POS Invoice.

Requirements
You must have specified a barcode structure for Items priced by size or weight in the Dynamic Barcode setting.

Example Workflow
If the Text for this command is "B", type "B0010101123454" followed by Enter or Return to add an Item to a POS Invoice based on the Dynamic Barcode setting (in this example: Item 10101; Qty 123.45) (or type "B" and then scan the Item's barcode).

Note
If you are using the Incremental Receipt Printing option on a particular till, you should not use this command. Items added to a POS Invoice using this command will not be printed in an incremental receipt.

Equivalent POS Button Type
Dynamic Barcode (can be used together with the Incremental Receipt Printing option).

Serial No.

Function
Allows you to change the Serial Number of the last Item added to a POS Invoice.

Example Workflow
If the Text for this command is "S", type "S123" followed by Enter or Return to change the Serial Number of the last Item added to a POS Invoice to 123 (or type "S" and then scan the Item's Serial Number).

Note
When a cashier adds a Serial Numbered Item to a POS Invoice, the 'Scan Serial No.' window will usually be opened automatically. It will not be opened if the Item is Serial Numbered at the Batch level and the Do not Require Batch No. on POS Invoice option in the Item record ('Stock' card) is selected. This command will therefore be useful when a cashier needs to change the Serial Number of an Item and when the cashier did not specify a Serial Number when originally prompted (i.e. if they cancelled the 'Scan Serial No.' window without specifying a Serial Number).

Equivalent POS Button Type
Serial No. Lookup.

The command will only change the Serial Number of the last Item added to a POS Invoice. The button can change the Serial Number of any Item in the Invoice: highlight an Item in the Invoice before pressing the button. For this reason, be careful using the button if you are using the Incremental Receipt Printing on a particular till as the button can be used to change the Serial Number of an Item that has already been printed on the receipt.

Subtract 1

Function
Reduces by one the quantity of the last Item added to a POS Invoice by one.

Example Workflow
If the Text for this command is "-", type "-" followed by Enter or Return to reduce by one the quantity of the last Item added to a POS Invoice.

Equivalent POS Button Type
POS Command (specify "Subtract 1" as the Code in the row in the POS Button record that adds the "POS Command" button to the POS Invoice window).

The command will only reduce the quantity of the last Item added to a POS Invoice. The button can reduce the quantity of any Item in the Invoice: highlight an Item in the Invoice before pressing the button. For this reason, be careful using the button if you are using the Incremental Receipt Printing option on a particular till as the button can be used to reduce the quantity of an Item that has already been printed on the receipt.

Void Item

Function
Removes a line from a POS Invoice.

Requirements
Can only be used by a cashier or supervisor whose Access Group gives access to the 'Void Touch Screen Invoice rows' Action.

Example Workflow
If the Text for this command is "V", type "V2" followed by Enter or Return to remove the second line from a POS Invoice.

Notes
The "Void Item" command will only delete lines containing Items from POS Invoices. Unlike the "Delete Row" command it will not delete other lines (e.g. lines containing payments). Also unlike "Delete Row", "Void Item" does leave an audit trail (i.e. it can be seen that an Item was added to a POS Invoice and then removed).

If you are using the Incremental Receipt Printing option on a particular till, you should not use the "Delete Row" or "Void Item" commands. Instead, you should use the "Void Item" button. The Incremental Receipt Printing option will mean that the deleted line will already have been printed on the receipt. The "Delete Row" and "Void Item" commands will not print a cancelling line, but the "Void Item" button will.

Equivalent POS Button Types
Void Item and POS Command (specify "Void Item" as the Code in the row in the POS Button record that adds the "POS Command" button to the POS Invoice window).

The command can only be used by a cashier who has access to the 'Void Touch Screen Invoice rows' Action because it does not support the supervisor log-in feature. The buttons do support the supervisor log-in feature.
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Configuring the POS Invoice Window:

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Connecting Printers

When a cashier touches or clicks the "Finish" button in a POS Invoice, a till receipt will be printed from the POS Invoice, the POS Invoice will be marked as finished and closed, and a new POS Invoice opened on screen. For till receipts to be printed from POS Invoices, printers must be connected to the cash machines and tills. The following printer types are supported: please follow the links in the list for more details:
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Configuring the POS Invoice Window:

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Connecting Printers - USB/Wifi Receipt Printers with user-definable print-outs

This page describes connecting USB and Wifi printers to tills and cash machines: for details about serial printers, please refer to the Serial Receipt printer or the Fiscal Printer pages. Among the USB and Wifi printers that can be used are the Epson TM-T88V and Star TSP 113, both of which are supplied with drivers for many operating systems.

To work with USB and Wifi printers, follow these steps:

  1. Connect USB and Wifi printers to each till and install any necessary drivers.

  2. Using the tools provided by each till's operating system, specify that the USB or Wifi printer is the default printer.

  3. Working on a desktop client, change to the System module and use the Form Template register to design the POS Invoice Form. Use the 'Properties' function on the Operations menu to name the Form Template (in this description, we have used the name "POS_INVOICE") and to turn off the Printer Dialog option. Full instructions for using the Form Template register can be found here, while specific instructions for designing till receipts can be found at the end of this page. A full list of the fields you can include in the Template design can be found here.

  4. Remaining in the System module, open the Auto Actions setting and choose to have POS Invoices printed automatically At OK.

    This will ensure that till receipts will be printed automatically from POS Invoices whenever a cashier touches or clicks the "Finish" button.

    Note: if you are in Sweden and you are using CleanCash devices, do not carry out this step. Receipts will always be printed automatically as part of the process of sending Invoices to the CleanCash devices.

    Click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save and close the setting.

  5. Change to the Point of Sales module and click or tap the [Forms] button in the Navigation Centre. The 'Forms' list window is opened: highlight 'POS Invoices'.

  6. Select 'Define Form' from the Operations menu (with 'cog' icon):

  7. In the subsequent 'Form Definition' window, enter "POS_INVOICE" in the Form Template field of the first row (you can use 'Paste Special' to ensure the spelling is correct):

    Click [Save] to save the POS Invoice Form definition.

  8. In a mixed network with tills that use different operating systems, you may need a separate Form Template for each operating system. If so, you can ensure the appropriate Form Template will be printed from each till using Languages. Assign a Language (for example, Mac or Windows) to each cashier (in their Person records) and then enter a row for each Language/operating system in the 'Form Definition' window:

  9. If you will need cashiers to be able to re-print POS Invoices, add "All Invoices" and "Print Invoice" buttons to the POS Invoice window.

Designing the POS Invoice Form Template

To design the POS Invoice Form Template, follow the steps listed below. You can only follow this process using Windows or Mac OS X, not iOS or Android:
  1. Switch to the System module, click the [Registers] button in the Navigation Centre and double-click 'Form Templates' in the resulting list.

  2. The 'Form Templates: Browse' window will be opened, listing the Form Templates that you have already entered. To enter a new POS Invoice Form Template, select 'New' from the Create menu; to modify an existing template, double-click it in the list.

  3. In the case of a new Form Template, select 'Properties' from the Operations menu.

    Enter an appropriate Code and, using 'Paste Special' from the Form Type field, classify the Form Template as a Cash Invoice(POS). This will ensure that you will only be able to include fields appropriate to POS Invoices in the Form Template.

    As till receipts will be printed from POS Invoices automatically when cashiers click or touch or click the "Finish" button, it will probably not be necessary or desirable for the cashiers to process a printer dialogue every time. So, do not tick the Printer dialog option.

    You should now specify how many items will be printed on each page of each till receipt. As a till receipt is usually a long strip of paper that does not have pages in the usual sense, one recommendation (which will depend on the printers you are using) is that you configure the Form Template as shown in the illustration above. In this illustration, we have specified that no Items will be printed on the first page ("-1" has been entered in the Single and First Page fields; do not enter "0"), one Item will be printed on each middle page, and one Item will be printed on the last page. This will mean that every till receipt will be printed using the first page, an appropriate number of middle pages, and the last page. To use this model, you must specify that an Item will be printed on the last page.

  4. In this step, you will design the First page. Add fields and text elements as described below the illustration, to produce a design similar to the one in the illustration. The First page should contain the fields that you need to be printed at the top of each till receipt.

    To add a field to the design, click the [Field] button at the top of the window and then draw a box on the Form Template where the field is to appear. You can move or resize it later if necessary. The 'Field' window opens:

    Enter the Field Name (use 'Paste Special' to see all available Field Names for the "Cash Invoice(POS)" Field Type), and paste a type style in the Style field.

    Use the Exclude From Page options to specify the pages on which each field will be printed. Tick Middle, Last and Single, to signify that each field will be printed on the First page (i.e. they will be excluded from the Middle, Last and Single pages).

    In the case of fields that will be printed over more than one line (e.g. the field that will print your company address), specify the Field Name, and complete the other details as follows:

    Line Height
    Use the Line Height field to specify the vertical spacing between the lines (in pixels) If you leave it at 0 (the default), all the lines of text will be superimposed on each another. In the case of 10 point Times, a Line Height of at least 10 points is recommended.

    Top, Bottom
    Don't forget to enter top and bottom pixel measurements to ensure that the Text field is deep enough to accommodate the required number of lines of text in the specified font.

    Click the [OK] button in the dialogue box to save the field specifications, and repeat as necessary until you have added every field to the First page.

    You can add text elements to the design in a similar manner, by clicking the [Text] button at the top of the window and then drawing a box on the Form Template where the element is to appear. When the 'Text' window opens, type the text that is to be printed on the Form Template in the Text field. This can be up to 80 characters long, but it is limited to one line. To create a text area with more than one line, use the appropriate number of separate one-line text elements.

    As with fields, give all the text elements that are to appear on the First page the same page specification using the Exclude From Page options, as shown:

    Click the [OK] button in the dialogue box to save the text element specifications, and repeat as necessary until you have added every text element to the First page. As shown in the example design illustrated above, the text elements at the bottom of the First page should be the column headings for the Item listing.

  5. Now design the Middle page. This should contain the fields that will list the Items on till receipts. To help with the design process, you can hide the elements that you added in step (iv). To do this, select 'Middle Only' from the Operations menu. This displays only those elements that are to be printed on the Middle page. At this stage, there are no such elements, so the window goes blank. Add fields and text elements to the top of the design area, so that the design looks something like this:

    This time, use the Exclude From Page options to specify that each element will only be printed on the Middle pages (i.e. they will be excluded from the First, Single and Last pages). You should also set the Format to 1 in each field, to ensure the Items will be listed correctly and neatly:

    Note that Clipping has been activated for the "Description 1" field in the illustration. This will mean that long Item Names will be truncated, so that they do not extend over the Quantity, Unit Price and Row Sum.

    If you need more space for long Item Names, you can place the "Description 1" field above or below the fields that will print the Item Number, quantity and price information.

    If you do this and you specified that more than one matrix row will be printed on each middle page, you will need to double the Line Height in each field.

  6. Finally, design the Last page. This should contain the fields that you need to be printed at the end of each till receipt (e.g. totals). To help with the design process, hide the elements that you added in the previous steps by selecting 'Last Only' from the Operations menu. Again place the fields and text elements at the top of the design area. As you must print at least one Item on the Last page, add the fields that will list the Items once again, to match the arrangement that you used for the Middle page (i.e. placing the "Description 1" field under the other fields if necessary):

    Use the Exclude From Page options to specify that each element will only be printed on the Last page (i.e. they will be excluded from the First, Middle and Single pages):

  7. Now, choose 'View All' from the Operations menu. Every elements from every page will be displayed. This allows you to confirm that the elements on all pages are correctly aligned with each other:

  8. If any element is not aligned correctly, drag it into position using the mouse, or double-click it to open its specification window and type in the correct co-ordinates.

  9. Depending on the printer you are using, you may need to select 'PC Printer' from the Operations menu, enter "1" in the Rows Per Page field and tick the End Page with Form Feed (FF) option, as well as specifying a Codepage.

  10. As mentioned in step (iii), the Form Template described above will cause every till receipt to be printed using the first page, an appropriate number of middle pages, and the last page. Possible alternatives that may be more suitable depending on the printer you are using are:

    1. An essentially similar design, but with more than one Item being printed on each Middle page. Simply change the Middle Page figure in step (iii). Depending on the printer, you may also need to change the Rows per Page specification in the ‘PC Printer’ window (step ix).

    2. A more complicated design that incorporates a Single page that will be printed if an Invoice only contains a single Item. This design requires the following amendments:

      • Change the Single Page and First Page figures in step (iii) from -1 to 1.

      • For each element in step (iv), tick the Middle and Last options, so that the elements will be printed on the Single and First pages.

      • To the end of the First page design in step (iv), add the fields and text elements that will print the Item and footer information. In these additional elements, tick the First, Middle and Last options so that they will only be printed on the Single page.

  11. When the design is complete, click the [Save] button in the Button Bar to save the Form Template.

  12. Now you should specify that the Form Template you have just designed is to be used when printing till receipts. For details, please refer to steps 5-7 at the beginning of this section.
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Configuring the POS Invoice Window:

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Connecting Printers - Serial Receipt Printers with pre-defined print-outs

This page describes connecting serial receipt printers to tills and cash machines: for details about USB/Wifi receipt printers, please refer here, and for details about fiscal printers, here.

The following serial receipt printers are supported:

To work with serial receipt printers, follow these steps:
  1. If you have not already assigned Local Machine Codes to your tills and cash machines, you should do so as the first step.

    In the case of tills and cash machines with live connections to the server, open the Local Machine setting in the User Settings module and ensure the Code field in the header contains the correct Local Machine Code. You should do this separately on each till. If the Local Machine Code field was previously empty, you should quit Standard ERP on the till and restart.

    In the case of a till with a live-sync connection to the server, you will have assigned a Local Machine Code when you connected the till to the server for the first time.

  2. Connect receipt printers to each till and cash machine using RS232 serial cables. If a till is a Mac OS X or Linux machine that does not have a serial port, you will need an RS232-to-USB adapter and driver.

  3. Working on a desktop client, change to the Technics module and open the Local Machine Serial Port Devices setting. This setting should contain separate records for each individual serial port device (i.e. separate records for each individual receipt printer). By specifying a Local Machine Code in each record, you will in effect use the setting to specify which tills and cash machines are connected to receipt printers. Enter a separate record for each individual receipt printer as follows:

    Code
    Enter a unique Code for the receipt printer. The Code can consist of up to ten characters, and you can use both numbers and letters.

    Local Machine
    Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
    Local Machine Code of the till or cash machine to which the receipt printer is or will be attached.

    Device Class
    Paste Special    Choices of possible entries
    Use 'Paste Special' to set the Device Class to "Receipt Printer".

    Device Model
    Paste Special    Choices of possible entries
    Use 'Paste Special' to specify the model of receipt printer that you are using.

    Port
    Specify the till's serial port to which the receipt printer is connected (e.g. "COM1" if the till is a Windows machine).

    If a till is a Mac OS X or Linux machine and you have connected the printer using an RS232-to-USB adapter, you can discover the port number of the new port using the Network section of System Preferences or by typing ls /dev/tty.* in a new Terminal window. Then enter the port number in this field (for example, /dev/tty.usbserial or /dev/tty.KeySerial1).

    Baud Rate, Flow Control, Data Bits, Stop Bits, Parity
    Refer to the manual for the receipt printer to specify the appropriate communications settings. In the case of the Flow Control field, you can choose the relevant value using 'Paste Special'.

    Codepage
    Paste Special    Choices of possible entries
    Specify the code page (character encoding system) that is to be used when communicating with the receipt printer. This information can again often be found in the manual for the receipt printer.

    Start with Esc. Sequence (ASCII Codes), End with Esc. Sequence (ASCII Codes)
    If required by the receipt printer, specify the escape sequences that should mark the start and end points of each communication with the printer. Again, please refer to the manual for the printer for this information.

    On Device Failure
    Paste Special    Local Machine Serial Port Devices setting, Technics module
    You can specify here a secondary printer that is to be used if the receipt printer fails. The secondary printer should have its own record in the Local Machine Serial Port Devices setting, and should also be attached to the till or cash machine.

    Please refer here for more details about the Local Machine Serial Port Devices setting, including details about how information in this setting is sent to the Local Serial Port Devices Cache setting in the User Settings module on each till and cash machine.

  4. If your receipt printers have their own cash drawers, remain in the Local Machine Serial Port Devices setting and enter separate records for each cash drawer. These records should be as described above (i.e. with the same Device Model), but the Device Class field should contain "Drawer". You may also need to specify a Start Escape Sequence: refer to the printer's manual for this information. Please refer to step 8 for more information about cash drawers.

  5. If you need to use incremental printing, open the Local Machine setting on each till and tick the Incremental Receipt Printing box on the 'POS’ card. This will mean each POS Invoice will be printed as the cashier scans the Items, rather than being printed in its entirety when the cashier touches or clicks the "Finish" button. You can only use the Incremental Receipt Printing option with the Axiohm A777 and Epson TM-T88II receipt printers.

    If a till has a live-sync connection to the server, you should select the Incremental Receipt Printing option in the record for the till in the Local Settings setting in the Technics module.

  6. Use the Receipt Printer Texts and/or Receipt Printer Texts per Machine settings to enter the text that is to be printed at the top and bottom of each receipt.

  7. Having followed the steps above, each time a cashier finishes a POS Invoice (by clicking or touching the "Finish" button), it will be printed on the receipt printer.

  8. If your receipt printers have their own cash drawers and you have created separate records in the Local Machine Serial Port Devices setting for each till for those drawers as described in step 3, the cash drawer will be opened after a POS Invoice has been printed, providing the following conditions are met:

    • The cashier belongs to an Access Group that includes a row explicitly giving full access to the 'Open Cash Drawer' Action; and

    • The POS Invoice contains at least one payment. The Payment Mode of this payment must have been registered together with the Local Machine Code of the till in a row in the Local Machine Payment Modes setting in the Point of Sales module. In this row, the Drawer field should not be empty.

    Please refer here for more details about opening cash drawers.

  9. If you will need cashiers to be able to re-print POS Invoices on receipt printers, add "All Invoices" and "Reprint Receipt" buttons to the POS Invoice window.
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Configuring the POS Invoice Window:

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Connecting Printers - Fiscal Printers

A fiscal printer is a device that prints receipts as well as recording them in an internal memory. This information can later be read by tax authorities to ensure that a shop's sales have been registered and reported correctly.

This section describes connecting fiscal printers to tills and cash machines. Precise configuration, connection and operation details will vary depending on the model of fiscal printer that you are using. What follows is a general guide: for more detailed information, please refer to your local HansaWorld representative.

To use a fiscal printer, follow these steps:

  1. If you have not already assigned Local Machine Codes to your tills and cash machines, you should do so as the first step.

    In the case of tills and cash machines with live connections to the server, open the Local Machine setting in the User Settings module and ensure the Code field in the header contains the correct Local Machine Code. You should do this separately on each till. If the Local Machine Code field was previously empty, you should quit Standard ERP on the till and restart.

    In the case of a till with a live-sync connection to the server, you will have assigned a Local Machine Code when you connected the till to the server for the first time.

  2. Connect fiscal printers to each till or cash machine likely to receive cash or credit card payments. Usually the connection will be via USB or RS232 serial cables, but some printers can connect using Bluetooth or, in the case of shared printers, ethernet. Please refer to the sections towards the end of this page for details about connecting these printers.

  3. If you are using a fiscal printer with middleware, install the middleware on each till and cash machine. In the case of the Empirija FB15, only the .dll file from the Empirija middleware installer is required.

  4. Using the software supplied with the fiscal printers, make sure that:

    • The printers have been configured with the correct VAT Codes (i.e. the VAT percentages in the printer should match the percentages in the Excl % field in the VAT Codes setting)

    • The till and printer dates match.

    • If the fiscal printers have been used before, make sure as well that the last daily report has been printed from each one.

    • If your fiscal printer is the Epson TM-T81F, set payment type 1 in the printer to "Cash", payment type 2 to "Cheques" and payment type 3 to "Credit Card".

  5. Working on a desktop client, change to the Technics module and open the Local Machine Serial Port Devices setting. This setting should contain separate records for each individual serial port device (i.e. separate records for each individual fiscal printer). By specifying a Local Machine Code in each record, you will in effect use the setting to specify which tills and cash machines are connected to fiscal printers. Enter a separate record for each individual fiscal printer as follows:

    Code
    Enter a unique Code for the fiscal printer. The Code can consist of up to ten characters, and you can use both numbers and letters.

    Local Machine
    Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
    Enter the Local Machine Code of the till or cash machine to which the fiscal printer is or will be attached.

    Device Class
    Paste Special    Choices of possible entries
    Use 'Paste Special' to set the Device Class to "Fiscal Printer".

    Device Model
    Paste Special    Choices of possible entries
    Use 'Paste Special' to specify the model of fiscal printer that you are using.

    For the Epson LX-300, choose "Fiscal Printer Epson (Argentina)" from the 'Paste Special' list.

    Port
    Specify the till's serial port to which the fiscal printer is connected.

    If the till is a Windows machine, the manual for the fiscal printer may recommend a particular port that you should use.

    If a till is a Mac OS X or Linux machine and you have connected the printer using an RS232-to-USB adapter, you can discover the port number of the new port using the Network section of System Preferences or by typing ls /dev/tty.* in a new Terminal window. Then enter the port number in this field (for example, /dev/tty.usbserial or /dev/tty.KeySerial1).

    Leave the Port field empty if the fiscal printer uses a Bluetooth connection.

    If you are using a shared fiscal printer, enter the IP address of the printer and the port, separated by a colon (e.g. 192.10.1.18:1350).

    Baud Rate, Flow Control, Data Bits, Stop Bits, Parity
    Refer to the manual for the receipt printer to specify the appropriate communications settings. In the case of the Flow Control field, you can choose the relevant value using 'Paste Special'.

    Codepage
    Paste Special    Choices of possible entries
    Specify the code page (character encoding system) that is to be used when communicating with the fiscal printer. This information can again often be found in the manual for the fiscal printer. Examples are:
    Bematech MP-2100 TH FI
    US ASCII.

    Citizen ST-05
    Windows codepage 1257 (Baltic).

    Empirija FB05
    Windows codepage 1257 (Baltic).

    Empirija FB15
    Windows codepage 1257 (Baltic).

    Epson LX-300
    DOS CP 437 (US).

    Epson TM-T81F
    US ASCII.

    Epson TM-U220
    DOS CP 437 (US).

    POSNET
    Windows codepage 1250 (Central Europe)

    Tremol TSL FP05
    UTF-8 (Unicode).

    End with Esc. Sequence (ASCII Codes)
    Enter the following values, depending on the model of fiscal printer you are using:
    Citizen ST-05, Empirija FB05, FB15
    114 (if a cash drawer is connected directly to the printer and you need the drawer to be opened after printing a receipt) or blank (otherwise).

    On Device Failure
    This field is not used with fiscal printers.

    Please refer here for more details about the Local Machine Serial Port Devices setting, including details about how information in this setting is sent to the Local Serial Port Devices Cache setting in the User Settings module on each till and cash machine.

  6. If your fiscal printers have built-in pole displays, remain in the Local Machine Serial Port Devices setting and create separate records for each pole display. These records should be as described above (i.e. with the same Device Model), but the Device Class field should contain "Pole Display". Remember also to choose the Use Cash Display option in the Local Machine setting on each till (or, if a till has a live-sync connection to the server, in the record for the till in the Local Settings setting in the Technics module). The following printer pole displays are supported: Citizen ST-05, Empirija FB05, Empirija FB15, POSNET (POSNET Protocol) and POSNET (POSNET Protocol with VAT, from 01/10/2013).

  7. Open the Contact records for each Customer to whom you will issue Fiscal Invoices and tick the Fiscal Invoices Only check box on the 'Terms' card. This will ensure Sales Ledger and POS Invoices and Bar Tabs will be marked as Fiscal Invoices, which in turn will ensure they are printed on fiscal printers. Usually you will at least need to do this for the Customer that you have named as the Default Customer (in the POS Settings or Local Machine settings).

  8. If your fiscal printer is an FP3000, an OPTIMUS or a POSNET, bear in mind that Item Numbers will be truncated if they contain more than 12 characters. You can avoid this problem by specifying a shorter Alternative Code in each Item record. When Items are printed on Fiscal Invoices, they will be identified by Alternative Code. Only if the Alternative Code is blank will the Item Number be printed.

    If your fiscal printer is an Epson TM-T81F, Item Numbers must fall in the range 0-99999 and can only contain numeric characters. If an Item Number is greater than 99999 or contains non-numeric characters, the Item will not be printed by the printer.

  9. Prices in Sales Ledger and POS Invoices printed by most fiscal printers should include VAT. You should therefore either specify in the Account Usage S/L setting that Base Prices include VAT, or create a Price List that includes VAT and assign this Price List to all Customers whose Sales Ledger and POS Invoices are likely to be printed by fiscal printers. An exception to this rule is the Epson TM-T81F, which requires that prices exclude VAT.

  10. In the Round Off setting in the System module, most fiscal printers require that you choose "Row Sum" as the Discount Calculation and "Per VAT Code" as the VAT Calculation.

  11. In Argentina (i.e. if your fiscal printer is an Epson LX-300 or TM-U220 or a Hasar 330F), follow these steps to satisfy official reporting requirements:

    1. Use the Registration Defaults setting in the Sales Ledger to create a list of Official Tax Codes, with a description of each Official Tax Code in the Registration No. column.

    2. Open the Contact record for each Customer and, on the 'Company' card, use 'Paste Special' to specify a Reg. No. 2. This will connect each Customer to the relevant row in the Registration Defaults setting, and will ensure that the Official Tax Code for each Invoice will be included in reports submitted to the tax authorities.

    3. Create records for each till in the Receipt Printer Texts per Machine in the Point of Sales module. In the matrix on the 'Defaults' card, enter a separate row for each row in the Registration Defaults setting, specifying the Customer VAT Responsibility for each Official Tax Code. Use 'Paste Special' from the Reg No. Defaults column to choose a row in the Registration Defaults setting, and again from the Cust. VAT Resp. column to choose from a list of options. A code representing the Customer VAT Responsibility will be printed on every Invoice by the fiscal printer. Depending on this code, the VAT Perception (shown in the Ext. Tax field in each Invoice) and Gross Income Perception (shown in the TAX2 field in each Invoice) may be printed as well. If a Customer whose VAT Responsibility is Exempt, Not Responsible, End Consumer or Responsible Professional is used in an Order or Invoice, then prices in that Order or Invoice will include VAT.

    4. Specify a valid Commercial Reg. No in the Company Info setting in the System module. 'Paste Special' from this field again connects to the Registration Defaults setting, thus assigning an Official Tax Code and Customer VAT Responsibility to your own company. If your fiscal printer is an Epson LX-300 or TM-U220, this will ensure that a code representing your Customer VAT Responsibility will be printed on every Invoice by the fiscal printer. If your fiscal printer is a Hasar 330F, you will need to register the relevant code in the printer's memory using its own software.


  12. In Zimbabwe, if you are using the RCH Flea fiscal printer, use the Fiscal Printer VAT Codes (Zimbabwe) setting to map the VAT Codes in Standard ERP to those in the printer. Enter the printer's codes in the Department field: each of these codes should be an integer between 1 and 5. The Fiscal Printer VAT Codes (Zimbabwe) setting is located in the Point of Sales module and will only be available if the VAT Law in the Company Info setting is "Zimbabwean".

  13. In Brazil, if you are using the Bematech MP-2100 TH FI fiscal printer, follow these steps to configure your VAT Codes:

    1. On flip B of the VAT Codes setting, assign each VAT Code to a Tax Rule in which the Tax Type is "ISSQN" or "ICMS". Specify an Excl % in each VAT Code.

    2. Use the Fiscal Printer VAT Codes (Brazil) setting to map the VAT Codes in Standard ERP to those in the printer. You can do this yourself, or you can select 'Sync with Fiscal Printer' from the Operations menu (with "cog" icon). This setting is located in the Point of Sales module and will only be available if the VAT Law in the Company Info setting is "Brazilian".

      The 'Sync with Fiscal Printer' function will extract the VAT percentages from the fiscal printer and list them in the Fiscal Printer VAT Codes (Brazil) setting. For each percentage, it will look in the VAT Codes setting for an "ISSQN" or "ICMS" VAT Code with a matching percentage rate (in the Excl. % field). If a match is found, the function will add a row to the Fiscal Printer VAT Codes (Brazil) setting containing the VAT Code and the printer's code in the Department field. If no matching VAT Code is found, the function will add a row to the setting in which the VAT Code field contains the percentage from the printer followed by the % character. The % character is added to signify that you should add a corresponding VAT Code in the VAT Codes setting. If you have already added some VAT Codes to the Fiscal Printer VAT Codes (Brazil) setting that are not in the printer's memory, the function will send them to the printer. Finally, any non "ISSQN" or "ICMS" VAT Codes will be removed from the Fiscal Printer VAT Codes (Brazil) setting.

  14. Having completed the steps above, each Sales Ledger and POS Invoice and Bar Tab will be marked as a Fiscal Invoice automatically if you used a Customer in which you have ticked the Fiscal Invoices Only box, as described in step 6.

    In the case of a Sales Ledger Invoice, you can override the default fiscal status using the Fiscal Invoice check box on the 'Identifiers' card (i.e. you can use the Fiscal Invoice check box to create and print a Fiscal Invoice for a Customer that does not usually receive them, and vice versa).

    In the case of POS Invoices and Bar Tabs, you cannot override the Fiscal Invoice default. So, be sure to tick the Fiscal Invoices Only check box in every Customer that you will use in these transactions.

    Each time you finish a POS Invoice or Bar Tab that has been marked as a Fiscal Invoice (by clicking or touching the "Finish" button), it will be sent to, printed by and recorded in the fiscal printer automatically.

    If your fiscal printer is an FPrint 02K, the printer will send back a control code that will be stored in the Official No. field in the Invoice.

  15. If for some reason you were able to mark a Sales Ledger Invoice as OK and save it but it was not printed by the fiscal printer, follow these steps:

    1. If your fiscal printer is an Epson LX-300 or Hasar 330F, go to the User Settings module and open the Local Serial Port Devices setting. Open the record for the fiscal printer and choose 'Reset' from the Operations menu (with "cog" icon).

    2. In all cases, go back to the Invoice and choose 'Send to Fiscal Device' from the Operations menu. The Invoice will be printed as if it were a new Invoice, with a new fiscal number.

      You can use Access Groups to control who can use the 'Send to Fiscal Printer' function. To do this, deny access to the 'Print To Fiscal Printer' Action.

    It is not possible to reprint a POS Invoice or a Bar Tab on a fiscal printer.

  16. Depending on the fiscal printer, each time you mark a Cash In or Cash Out Cash Event as OK and save, it will be sent to, printed by and recorded in the fiscal printer. However, Cash Out Cash Events created by the 'Cash Up' Maintenance function will not be sent to the fiscal printer.

    If you need to reprint a Cash Event, open it and choose 'Send to Fiscal Device' from the Operations menu. Again, you can control access to this function using the 'Print To Fiscal Printer' Action as mentioned in the previous step.

  17. If your fiscal printer is the FPrint 02K, a message will be sent automatically to the printer each time you open or close a work session. Some reports cannot be printed by the printer if a work session is open, so you may need to select the Require Open Session option in the POS Settings setting if you are using the FPrint 02K.

  18. Each transaction printed by a fiscal printer is also stored in its memory. At the end of each day you will need print a report listing the day's transactions. This report is known as a "Z report" in some countries. Use the Fiscal Printer Reports setting in the User Settings module to instruct fiscal printers to print the Z report and other reports. An exception is the Bematech MP-2100 TH FI: in this case you must use "Daily Z Report" and "Daily Report" buttons from the POS Invoice window to print the Z and other reports.

  19. If your fiscal printer is the FPrint 02K, you can at any time produce a Printer Status report, showing information such as the printer serial number and next receipt and document numbers. To do this, go to the User Settings module and open the Local Serial Port Devices setting. Open the record for the fiscal printer and choose 'Device status' from the Operations menu with "cog" icon).

Fiscal Printers - Bluetooth Connection

Some fiscal printers can be connected to iOS and Android devices using Bluetooth. This description uses the POSNET Temo and Trio as examples: some details may vary, depending on the printer you are using. Please refer to your local HansaWorld representative for details about specific printers.

The POSNET Temo and Trio require Bluetooth 4.0 low energy on iOS and Classic Bluetooth on Android. To connect a POSNET printer to an iOS device using Bluetooth, follow these steps:

  1. In Standard ERP on the iOS device, ensure you have assigned a Local Machine Code to the device, as described in step 1 above.

  2. Create a record for the printer/till combination in the Local Machine Serial Port Devices setting in the Technics module, as described in step 5 above. Leave the Port field empty. For POSNET printers, the other settings should be: Baud Rate - 115200; Flow Control - None; Data Bits - 8; Stop Bits - 0; Codepage - Windows codepage 1250 (Central Europe); and Parity - None.

  3. Enable Bluetooth on the iOS device.

  4. On a POSNET Temo, make sure Bluetooth is set to NG (New Generation). Set the connection type to Bluetooth and enable pairing.

  5. On a POSNET Trio, connect the optional Bluetooth module to the printer and make sure Bluetooth is set to Low Energy (by default it will be set to Classic). This can be done by POSNET, or you can use the POSNET app, which is a Windows app.

    Using the printer's menu, set the code page to Windows 1250 (Configuration> general parameters> communication functions> PC interface> COM interface> Posnet protocol> Code page Windows 1250). Then set the communication parameters (Configuration> hardware configuration> Communication ports> select COM> select Baud rate 115200, Stop bits 1, Parity None, Flow control None). These settings govern the communication between the printer and the Bluetooth module, which connects to the printer's serial port.

  6. In Standard ERP, open the Bluetooth Devices setting in the User Settings module.

    If you did not enable Bluetooth on the device in step (iii), it will be enabled automatically when you open the Bluetooth Devices setting. In this case you will need to close and re-open the setting before the printer will appear in the list.

  7. On a POSNET Trio, enable pairing on the Bluetooth module.

  8. In Standard ERP, wait for the printer to appear in the list. When it does, select it. You will be asked if you want to pair the devices. After pairing, the address of the POSNET device will be placed in the Bluetooth Mac Addr field in the Local Machine setting.
To connect a POSNET printer to an Android device using Bluetooth, follow these steps:
  1. In Standard ERP on the Android device, ensure you have assigned a Local Machine Code to the device, as described in step 1 above.

  2. Create a record for the printer/till combination in the Local Machine Serial Port Devices setting in the Technics module, as described in step 5 above. Leave the Port field empty. For POSNET printers, the other settings should be: Baud Rate - 115200; Flow Control - None; Data Bits - 8; Stop Bits - 0; Codepage - Windows codepage 1250 (Central Europe); and Parity - None.

  3. On a POSNET Temo, make sure Bluetooth is set to Classic.

  4. On a POSNET Trio, connect the optional Bluetooth module and make sure Bluetooth is set to Classic (the default). This can be done by POSNET, or you can use the POSNET app, which is a Windows app.

  5. Enable Bluetooth on the Android device.

  6. On the printer, set the connection type to Bluetooth and enable pairing.

  7. In Standard ERP, open the Bluetooth Devices setting in the User Settings module and wait for the printer to appear in the list. When it does, select it.

    If you did not enable Bluetooth on the device in step (e), it will be enabled automatically when you open the Bluetooth Devices setting. In this case you will need to close and re-open the setting before the printer will appear in the list.

  8. Restart Standard ERP on the Android device.

Fiscal Printers - Shared Printer with Ethernet Connection to the Server

Some fiscal printers can be shared, so that only one printer is needed and the tills and cash machines can all print to the same printer. The printer should be connected to any client in the network using Ethernet. This description uses the POSNET Thermal HD printer as an example: some details may vary, depending on the printer you are using. Please refer to your local HansaWorld representative for details about specific printers.

To connect a shared printer to the network, follow these steps:

  1. In Standard ERP on the till or cash machine to which the printer will be connected, ensure you have assigned a Local Machine Code to the till, as described in step 1 above.

  2. On the printer, set the connection type to ethernet and the default interface to TCP/IP (Configuration> general parameters> communication functions> PC interface). Choose a port, set the communication protocol to POSNET and set the code page to Windows 1250.

  3. Set the IP address of the printer (Configuration> hardware configuration> TCP/IP). Enter a permanent IP address for the printer or specify that the IP address should be assigned by DHCP.

  4. Connect the fiscal printer to the till by ethernet.

  5. Check on the printer (Configuration> hardware configuration> TCP/IP) that it has been given an IP address.

  6. In Standard ERP, create a record for the printer/till combination in the Local Machine Serial Port Devices setting in the Technics module, as described in step 4 above. Enter the printer's IP address and port from steps (V) and (II) above separated by a colon in the Port field (e.g. 192.10.1.18:1350). For POSNET printers, the other settings should be: Device Model - Fiscal Printer POSNET HD FV EJ (Poland, POSNET Protocol over TCPIP); Baud Rate - 9600; Flow Control - None; Data Bits - 8; Stop Bits - 0; Codepage - Windows codepage 1250 (Central Europe); and Parity - None.
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Configuring the POS Invoice Window:

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Credit and Debit Card Payments

When you receive a credit or debit card payment for a POS Invoice, you can process that payment in one of three ways, listed below. Please follow the links in the list for more details:
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Configuring the POS Invoice Window:

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Credit and Debit Card Payments - Using a separate credit and debit card processing system

This page describes using a separate system to process credit and debit card payments for POS Invoices, a system that is not connected to Standard ERP. Using a separate card processing system will mean that in Standard ERP cashiers will only need to record the fact that a POS Invoice has been paid. The following configuration steps are required:
  1. Add "Credit Card" and "Debit Card" buttons to the POS Invoice window. In the rows in the POS Button record that add these buttons, you must specify a Payment Mode in the Code field, using 'Paste Special' if necessary. These Payment Modes will determine the Nominal Ledger Accounts that will be debited with the value of the credit and debit card payments:

    An option that is available is to use separate "Credit Card" buttons for each credit card type (e.g. American Express, Visa, MasterCard, Discover etc). For each button, specify a different Payment Mode as the Code, with each Payment Mode posting to a different Account. This will allow you to reconcile credit card statements more easily.

  2. If you need cashiers to record the credit card authorisation code of each payment, select the Require Authorisation Code for Credit Card Payments option in the Local Machine setting in the User Settings module. This option will cause an Authorisation field to be placed in the 'Credit Card Payment' and 'Debit Card Payment' windows, as shown in the illustration below. As this option is in the Local Machine setting, you will need to select it on each till or cash machine as necessary. If a till has a live-sync connection to the server, select this option in the record for the till in the Local Settings setting in the Technics module.

  3. If the tills have cash drawers, the drawers can be opened automatically so that the cashiers can receive the credit or debit card payments (e.g. the credit or debit card slips). List the Payment Modes that you used in step 1 together with the Local Machine Codes of each till in separate rows in the Local Machine Payment Modes setting. In these rows, the Drawer field should not be empty. Please refer here for more details.
Cashiers will now be able to receive credit and debit card payments, as follows:
  1. After adding every Item to a POS Invoice, the cashier should click or touch the appropriate "Credit Card" or "Debit Card" button for the type of the credit or debit card.

  2. The 'Credit Card Payment' window (or identical 'Debit Card Payment' window) will appear:

  3. Enter the value of the credit card payment in the Amount field (this will default to the total of the POS Invoice).

  4. The Customer should swipe their credit or debit card, and the cashier should process the payment through the card terminal.

  5. If you are using the Require Authorisation Code for Credit Card Payments option, an Authorisation field will be visible in the 'Credit Card Payment' or 'Debit Card Payment' window (as shown in the illustration). Enter the Authorisation Code from the card terminal. If this field is visible, you must enter an Authorisation Code before you can proceed.

  6. Click or touch [Proceed] to commit the payment, or [Cancel] to abandon it.

  7. A line will be added to the bottom of the POS Invoice, showing the value of the credit card payment.
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Configuring the POS Invoice Window:

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Credit and Debit Card Payments - Processing credit and debit card payments through Standard ERP

This page describes using Standard ERP to control the processing of credit and debit card payments for POS Invoices. When a cashier receives a credit or debit card payment for a POS Invoice, they will enter the credit card number into Standard ERP, and Standard ERP will then contact your payment gateway or payment service provider to process the payment. The payment gateway or payment service provider is also termed "Partner" in this documentation. At the time of writing, partners supported by Standard ERP for use with POS Invoices are Authorize.net and Stripe.

The processing of credit card payments through a payment gateway or payment service provider is a chargeable Cloud Service. Please refer to your local HansaWorld representative for more details about subscribing to this service.

Precise configuration details will vary depending on your Partner. What follows is a general guide: for more detailed information, please refer to your local HansaWorld representative.

The following configuration steps are required:

  1. Provide the details of your merchant account to your local HansaWorld representative. These details will be sent to the appropriate electronic credit card processor ("Partner") (i.e. Authorize.net or Stripe).

  2. The partner will verify and connect with your merchant account.

  3. The service will be activated.

  4. Register your partner in the Merchant ID setting in the Point of Sales module. Please refer here for details.

  5. Register the credit card types supported by your partner in the Credit Card Types setting, also in the Point of Sales module. Please refer here for details.

    ,li>Create merchant accounts in the Payment Gateways setting. Please refer here for details.

  6. Add "Credit Card" and "Debit Card" buttons to the POS Invoice window. In the rows in the POS Button record that add these buttons, you must specify a Payment Mode in the Code field, using 'Paste Special' if necessary. These Payment Modes will determine the Nominal Ledger Accounts that will be debited with the value of the credit and debit card payments:

    An option that is available is to use separate "Credit Card" buttons for each credit card type (e.g. American Express, Visa, MasterCard, Discover etc). For each button, specify a different Payment Mode as the Code, with each Payment Mode posting to a different Account. This will allow you to reconcile credit card statements more easily.
Cashiers will now be able to receive credit and debit card payments, as follows:
  1. After adding every Item to a POS Invoice, the cashier should click or touch the appropriate "Credit Card" or "Debit Card" button for the type of the credit or debit card.

  2. The 'Credit Card Payment' window (or identical 'Debit Card Payment' window) will appear:

  3. Enter the value of the credit card payment in the Amount field (this will default to the total of the POS Invoice) and click or touch [Proceed].

  4. A second 'Credit Card Payment' window will open, where you can enter the credit card details (use 'Paste Special' to choose the Credit Card Type):

    The basic version of the 'Credit Card Payment' window is illustrated. If you have selected the Send Invoice Address and/or Send Delivery Address options in the relevant Payment Gateway record, extra fields will be added to the 'Credit Card Payment' window where you can provide this information.

  5. Click or touch [Proceed] to commit the payment, or [Cancel] to abandon it.

  6. After the payment has been processed, a line will be added to the bottom of the POS Invoice, showing the value of the credit card payment.
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Configuring the POS Invoice Window:

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Credit and Debit Card Payments - Connecting Standard ERP to a credit and debit card processing system

This page describes connecting Standard ERP to a separate system that will control the processing of credit and debit card payments for POS Invoices. When a cashier receives a credit or debit card payment for a POS Invoice, they will seamlessly connect Standard ERP to the processing system. It will instruct the cashier to swipe the credit or debit card using a connected card reader, process the payment and finally update Standard ERP with the result of the process. At the time of writing, card processing applications supported by Standard ERP for use with POS Invoices are Bambora (Sweden), PC-EFTPOS (Australia and New Zealand), Point via Banksys Yomani and VeriFone Vx810 (Finland) and Verifone (Latvia).

Precise configuration details will vary depending on the card processing applications you are using. What follows is a general guide: for more detailed information, please refer to your local HansaWorld representative.

General Configuration

Before proceeding to the instructions for each processing system, ensure you have assigned Local Machine Codes to your tills and cash machines.

In the case of tills and cash machines with live connections to the server, open the Local Machine setting in the User Settings module and ensure the Code field in the header contains the correct Local Machine Code. You should do this separately on each till. If the Local Machine Code field was previously empty, you should quit Standard ERP on the till and restart.

In the case of a till with a live-sync connection to the server, you will have assigned a Local Machine Code when you connected the till to the server for the first time.

If you have tills with live-sync connections to the server, ensure you have define separate Number Series for Credit Card Slips for each live-sync till in the Synchronised Number Series setting, and that you have also defined a different Number Series for live tills in the Number Series - Coupons setting.

Bambora via iSMP Companion and Ingenico iPP 350

In Sweden, Standard ERP can process credit and debit card payments for POS Invoices through Bambora. The connection to Bambora will be made through credit card terminals that you should connect to each till and cash machine: supported terminals are the iSMP Companion (connects to iOS only, using Bluetooth) and the Ingenico iPP 350.

To configure Standard ERP to process credit card payments through Bambora, follow these steps:

  1. Connect iSMP Companion or the Ingenico iPP 350 credit card terminals to each till or cash machine likely to process credit card payments. In the case of the iSMP Companion, pair it to the iOS device that will run Standard ERP.

  2. Working separately on each till connected to an iPP 350, open the Local Credit Card Terminal setting in the Point of Sales module and set the Terminal Type to "Bambora". Enter the IP address of the device, and specify 1337 as the Port.

    On each iOS device connected to an iSMP, open the Local Credit Card Terminal setting. Set the Terminal Type to "Bambora" but leave the other fields empty.

  3. Add a "Credit Card" button to the POS Invoice window. In the row in the POS Button record that adds this button, you must specify a Payment Mode in the Code field, using 'Paste Special' if necessary. This Payment Mode will determine the Nominal Ledger Accounts that will be debited with the value of the credit and debit card payments. You should also add "Connect to CC Terminal" and "Reprint Last CC Slip" buttons:

    An option that is available is to use separate "Credit Card" buttons for each credit card type (e.g. American Express, Visa, MasterCard, Discover etc). For each button, specify a different Payment Mode as the Code, with each Payment Mode posting to a different Account. This will allow you to reconcile credit card statements more easily.

  4. Create a record in the Merchant ID setting in the Point of Sales module in which the Partner is "Bambora":

  5. Create a record in the Payment Gateways setting in the Point of Sales module that refers to the Merchant ID record from the previous step, and in which you have set the Type to "POS":

PC-EFTPOS

PC-EFTPOS is an application available in Australia and New Zealand that allows point of sales applications including Standard ERP to communicate with EFTPOS card devices. PC-EFTPOS can only be used on Windows tills and cash machines.

To configure Standard ERP to communicate with PC-EFTPOS, follow these steps:

  1. Connect EFTPOS credit card terminals to each till or cash machine likely to process credit card payments. EFTPOS credit card terminals are available with USB or DB9 serial port connections: if your terminals have DB9 connections, you will need to use USB-to-DB9 adapters.

  2. Install the PC-EFTPOS software on each till. Detailed instructions are available from your local HansaWorld representative.

  3. Again working separately on each till, open the Local Credit Card Terminal setting in the Point of Sales module and set the Terminal Type to "PC-EFTPOS (IP)". Enter "localhost" as the IP address. In the IP Port field, enter the port that you specified (when installing the PC-EFTPOS software) to be used by the EFTPOS card terminal to communicate with the till:

    Tick the Terminal prints Receipt and Terminal cuts Receipt options if you would like the card terminal to print receipts. Otherwise, they will be printed by Standard ERP.

    Although this setting is in the Point of Sales module, it is stored in the databases on the client machines. Therefore, you need to configure it separately on each client.

  4. Add a "Credit Card" button to the POS Invoice window. In the row in the POS Button record that adds this button, you must specify a Payment Mode in the Code field, using 'Paste Special' if necessary. This Payment Mode will determine the Nominal Ledger Accounts that will be debited with the value of the credit and debit card payments:

    An option that is available is to use separate "Credit Card" buttons for each credit card type (e.g. American Express, Visa, MasterCard, Discover etc). For each button, specify a different Payment Mode as the Code, with each Payment Mode posting to a different Account. This will allow you to reconcile credit card statements more easily.

  5. Create a record in the Merchant ID setting in the Point of Sales module in which the Partner is "PC-EFTPOS":

  6. Create a record in the Payment Gateways setting in the Point of Sales module that refers to the Merchant ID record from the previous step, and in which you have set the Type to "POS":

Point via Banksys Yomani or VeriFone Vx810

In Finland, Standard ERP can process credit and debit card payments for POS Invoices through the Point Transaction Collecting System. The connection to Point will be made through credit card terminals that you should connect to each till and cash machine: supported terminals are the Banksys Yomani and the VeriFone Vx810.

To configure Standard ERP to process credit card payments through the Point Transaction Collecting System, follow these steps:

  1. Connect Banksys Yomani or VeriFone Vx810 credit card terminals to each till or cash machine likely to process credit card payments.

  2. Working on a desktop client, change to the Technics module and open the Local Machine Serial Port Devices setting. This setting should contain separate records for each individual serial port device (i.e. separate records for each individual card terminal). By specifying a Local Machine Code in each record, you will in effect use the setting to specify which tills and cash machines are connected to card terminals. Enter a separate record for each individual card terminal as follows:

    Code
    Enter a unique Code for the card terminal. The Code can consist of up to ten characters, and you can use both numbers and letters.

    Local Machine
    Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
    Enter the Local Machine Code of the till or cash machine to which the card terminal is or will be attached.

    Device Class
    Paste Special    Choices of possible entries
    Use 'Paste Special' to set the Device Class to "Credit Card Terminal".

    Device Model
    Paste Special    Choices of possible entries
    Use 'Paste Special' to set the Device Model to "Credit Card Terminal Yomani Banksys" or "Credit Card Terminal Verifone" (depending on the model of card terminal you are using).

    Port
    Specify the till's serial port to which the card terminal is connected.

    If the till is a Windows machine, you may need to obtain a USB virtual comport driver.

    If the Till is a Mac OS X or Linux machine and does not have a serial port, you will need an RS232-to-USB adapter. Install the driver supplied with the adapter. To discover the port number of the new port, you can use the Network section of System Preferences or type ls /dev/tty.* in a new Terminal window. Then enter the port number in this field (for example, /dev/tty.usbserial or /dev/tty.KeySerial1).

    Baud Rate, Flow Control, Data Bits, Stop Bits, Parity
    Refer to the manual for the card terminal to specify the appropriate communications settings. In the case of the Flow Control field, you can choose the relevant value using 'Paste Special'.

    Codepage
    Paste Special    Choices of possible entries
    Specify the code page (character encoding system) that is to be used when communicating with the card terminal. This information can again often be found in its manual.

    All other fields should be empty.

  3. Again working separately on each client or Till, open the Local Credit Card Terminal setting in the Point of Sales module and set the Terminal Type to "Yomani banksys (Serial/COM)":

    Leave the other fields empty. The purpose of this record is simply to signify that credit card payments are to be sent to Point via a credit card terminal.

    Although this setting is in the Point of Sales module, it is stored in the databases on the client machines. Therefore, you need to configure it separately on each client.

  4. Add "Credit Card" and "Credit Card Payment Reversal" buttons to the POS Invoice window. In the rows in the POS Button record that add these buttons, you must specify a Payment Mode in the Code field, using 'Paste Special' if necessary. These Payment Modes will determine the Nominal Ledger Accounts that will be debited with the value of the credit and debit card payments (credited in the case of the "Credit Card Payment Reversal" button):

    An option that is available is to use separate "Credit Card" buttons for each credit card type (e.g. American Express, Visa, MasterCard, Discover etc). For each button, specify a different Payment Mode as the Code, with each Payment Mode posting to a different Account. This will allow you to reconcile credit card statements more easily.

  5. Refer to the USB/Wifi receipt printers with user-definable print-outs page for details about connecting printers and designing the Form Template that will be used to print receipts.

    To print credit card slip information on receipts, include the following fields in your Form Template:

    Credit Card Slip Note
    Enter CUSTOMER as the Field Argument in this field.

    Credit Card Slip Note 2
    Enter MERCHANT as the Field Argument in this field.

    Specify a Line Height in both fields.

    Depending on the printer you are using, you may need to set the Form Template to print two copies, using the 'Copies' function on the Operations menu).

Verifone

In Latvia, Standard ERP can process credit and debit card payments for POS Invoices through Verifone. The connection will be made through credit card terminals that you should connect to each till and cash machine.

To configure Standard ERP to process credit card payments through Verifone, follow these steps:

  1. Connect credit card terminals to each till or cash machine likely to process credit card payments.

  2. Working on a desktop client, change to the Technics module and open the Local Machine Serial Port Devices setting. This setting should contain separate records for each individual serial port device (i.e. separate records for each individual card terminal). By specifying a Local Machine Code in each record, you will in effect use the setting to specify which tills and cash machines are connected to card terminals. Enter a separate record for each individual card terminal as follows:

    Code
    Enter a unique Code for the card terminal. The Code can consist of up to ten characters, and you can use both numbers and letters.

    Local Machine
    Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
    Enter the Local Machine Code of the till or cash machine to which the card terminal is or will be attached.

    Device Class
    Paste Special    Choices of possible entries
    Use 'Paste Special' to set the Device Class to "Credit Card Terminal".

    Device Model
    Paste Special    Choices of possible entries
    Use 'Paste Special' to set the Device Model to "Credit Card Terminal Verifone".

    Port
    Specify the till's serial port to which the card terminal is connected.

    If the Till is a Mac OS X or Linux machine and does not have a serial port, you will need an RS232-to-USB adapter. Install the driver supplied with the adapter. To discover the port number of the new port, you can use the Network section of System Preferences or type ls /dev/tty.* in a new Terminal window. Then enter the port number in this field (for example, /dev/tty.usbserial or /dev/tty.KeySerial1).

    Baud Rate, Flow Control, Data Bits, Stop Bits, Parity
    Refer to the manual for the card terminal to specify the appropriate communications settings. In the case of the Flow Control field, you can choose the relevant value using 'Paste Special'.

    Codepage
    Paste Special    Choices of possible entries
    Specify the code page (character encoding system) that is to be used when communicating with the card terminal. This information can again often be found in its manual.

    All other fields should be empty.

  3. Remain in the Local Machine Serial Port Devices setting and enter separate records for the fiscal printers that will be attached to each till and cash machine. Please refer here for more information about fiscal printers.

  4. Again working separately on each client or Till, open the Local Credit Card Terminal setting in the Point of Sales module and set the Terminal Type to "Verifone (Serial/COM)":

    Leave the other fields empty. The purpose of this record is simply to signify that credit card payments are to be sent to Verifone via a credit card terminal.

    Although this setting is in the Point of Sales module, it is stored in the databases on the client machines. Therefore, you need to configure it separately on each client.

  5. Add "Full Payment" and/or "Pay (one Mode)" buttons to the POS Invoice window.

    In the case of "Full Payment" buttons, you can add more than one button, representing different payment methods. For example, you might add one "Full Payment" button to be used for cash payments and one for credit card payments. In the rows in the POS Button record that add these buttons, you must specify a Payment Mode in the Code field, using 'Paste Special' if necessary. These Payment Modes represent the payment method (e.g. cash or credit card) and will determine the Nominal Ledger Accounts that will be debited with the value of the payments. You can use separate "Full Payment" buttons for each credit card type (e.g. American Express, Visa, MasterCard, Discover etc). For each button, specify a different Payment Mode as the Code, with each Payment Mode posting to a different Account. This will allow you to reconcile credit card statements more easily:

    In the case of the "Pay (one Mode)" button, list the Payment Modes (i.e. the payment methods) that can be used on each till in the Local Machine Payment Modes setting. Again, you can use separate Payment Modes for different credit card types. The Local Machine Payment Modes setting is described here.

Please refer here for a description of the workflow required when receiving credit or debit card payments for POS Invoices through a credit and debit card processing system.

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Configuring the POS Invoice Window:

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Credit and Debit Card Payments - Connecting Standard ERP to a credit and debit card processing system - Workflow

This page describes the processing of credit and debit card payments for POS Invoices through a credit and debit card processing system. When a cashier receives a credit or debit card payment for a POS Invoice, they will seamlessly connect Standard ERP to the processing system. It will instruct the cashier to swipe the credit or debit card using a connected card reader, process the payment and finally update Standard ERP with the result of the process. At the time of writing, card processing applications supported by Standard ERP for use with POS Invoices are Bambora (Sweden), PC-EFTPOS and Smartpay (Australia and New Zealand), Point via Banksys Yomani and VeriFone Vx810 (Finland), Verifone (Latvia) and Worldpay.

General configuration details can be found here: precise configuration details will vary depending on the card processing applications you are using. For more detailed information, please refer to your local HansaWorld representative.

Workflow (except Verifone)

After completing the configuration steps described above, cashiers will be able to receive credit and debit card payments, as follows:
  1. After adding every Item to a POS Invoice, the cashier should click or touch the appropriate "Credit Card" or "Debit Card" button for the type of the credit or debit card.

  2. If you are using Bambora or PC-EFTPOS, the 'Credit Card Payment' window will appear:

    If you are using Point via Banksys Yomani, a simpler window will appear:

  3. Enter the value of the credit card payment in the Amount field (this will default to the total of the POS Invoice) and click or touch [Proceed].

  4. In all cases, control will be passed to the credit card terminal. The customer should swipe their card, and the payment will be processed. The terminal will send information to the till or cash machine so the cashier can monitor progress.

  5. After the payment has been processed, a line will be added to the bottom of the POS Invoice, showing the value of the credit card payment. A record will also be created in the Credit Card Slips setting in the Point of Sales module.

  6. If the payment was successful and was sufficient to pay the POS Invoice in full and depending on which credit card processing system you are using,, the Invoice will be Finished automatically, and a new POS Invoice opened. Otherwise, register additional payments as appropriate and then use the "Finish" button.

Workflow (Verifone)

After completing the configuration steps described above, cashiers will be able to receive credit and debit card payments, as follows:
  1. After adding every Item to a POS Invoice, the cashier can click or touch the appropriate "Full Payment" button for the type of the credit or debit card, or they can click or touch the "Pay (one Mode)" button.

  2. If the cashier uses the "Pay (one Mode)" button, the 'Payment' window will appear:

    This window will contain one button for each Payment Mode (payment method) assigned to the till in the Local Machine Payment Modes setting.

    If the Customer pays the full amount using a single credit card, there is no need to enter a figure in the Amount Tendered field. Simply click or touch the button that represents the relevant credit card.

    If the Customer pays using more than one credit card, enter the value of the first payment in the Amount Tendered field and click or touch the button that represents the relevant credit card. The payment will be processed as described in steps iii-iv. The, enter the next payment value in the Amount Tendered field and click or touch the button that represents the next credit card.

  3. In both cases ("Full Payment" and "Pay (one Mode)", control will be passed to the credit card terminal. The customer should swipe their card, and the payment will be processed. The terminal will send information to the till or cash machine so the cashier can monitor progress.

  4. After the payment has been processed, a line will be added to the bottom of the POS Invoice, showing the value of the credit card payment. Records will also be created in the Credit Card Slips and Credit Card Terminal Slips settings in the Point of Sales module.

  5. If you used the "Pay (one Mode") button and the payment was sufficient to pay the POS Invoice in full, click or touch [Proceed] to close the 'Payment' window. The Invoice will be Finished automatically, and a new POS Invoice opened.

    If the payment was not sufficient to pay the POS Invoice in full, click or touch the [Close] button to return to the POS Invoice to process additional payments as appropriate.

    If you used the "Full Payment" button, use the "Finish" button to close the Invoice and open a new one.

Returns

If you need to refund a credit card transaction, you will usually need to open the POS Invoice that is to be refunded, use the "Return" button and then the "Credit Card" button (or "Full Payment" or "Pay (one Mode)" buttons if you are using Verifone). Please refer here for details about the "Return" button.

However, if you are using Point via Banksys Yomani, you may be able to use the "Return" button and then the "Credit Card Payment Reversal" button. After a credit card transaction has been processed through Point via Banksys Yomani, it will be cleared through the Point system. The clearing process normally occurs nightly. If a transaction hasn't been cleared, you can reverse it using the "Credit Card Payment Reversal" button. If it has been cleared, use the "Credit Card" button instead of the "Credit Card Payment Reversal" button to create a new transaction.

Follow these steps:

  1. Open the POS Invoice whose credit card payment is to be refunded.

  2. Click or touch the "Return" button. A new POS Invoice will be opened, a duplicate of the original in which the amounts are negative.

  3. if you are using Point via Banksys Yomani and you can reverse the transaction, click or touch the "Credit Card Payment Reversal" button. The 'Yomani Banksys Credit Card Payment Reversal' window will open, showing the Transaction ID of the transaction that is to be reversed.

    If you cannot reverse the transaction or you are not using Point via Banksys Yomani, click or touch the "Credit Card" button (or "Full Payment" or "Pay (one Mode)" buttons if you are using Verifone).

  4. Enter the value of the reversed or refunded payment in the Amount field (this will default to the total of the POS Invoice) and click or touch the [Proceed] button.

  5. Process the payment reversal or refund following the instructions on screen.

  6. A line will be added to the bottom of the POS Invoice, showing the value of the credit card payment reversal or refund. A record will also be created in the Credit Card Slips setting in the Point of Sales module.

  7. If the POS Invoice was paid in full by the credit card payment reversal or refund, it will be Finished automatically, and a new POS Invoice opened. Otherwise, register additional payments as appropriate and then use the "Finish" button.
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Configuring the POS Invoice Window:

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