FASHION TILL

Logging In

Open the Fashion Retail Till application to log into the Till.

First enter the user code and pass code then click OK. These number are created from the Retail Admin on the employee's module under employees’ information's.

Or swipe your ID card by clicking on the swipe ID option this is also created under the same employees information as describe above.

Or scan employee finger to log in the till on the Biometric device. Once integrated employees will scan their finger to register their print to create the finger print login. This is also need to create from the retail admin software under the employees Module.

Notes: Both swipe ID reader cards and the employees biometric device need to be purchased beforehand creating each individual staffs logging IDs.

Clock In/ Clock Out

This option is used to clock employees in and out on the retail till software.

When logging the till the clock in/ out option is next to the OK button.

This module tracks the employee working hours

User can both enter the swipe ID or user code and pass code

Click OK after details are entered then the name will appear at the top of the screen.

If you are signing in, click sign in option

If you are signing out, click sign out option

If you have missed signing in/ signing out, adjust sign out details, this is for only privileged users not everyone can access this screen, the privileges can be set in the access rights of employees module.

After click on the close option to go back to log in the till.

Notes: in order for to get access to the clock in/out option, these ID numbers are created from the retail admin on the employees module under employees information. Then add the employee's details and add working hours.

Sales screen

By default the sales screen will have the products listed down with the set prices under the hot key product option.

The arrows next to the product or items can be used to look for product if many items are added or scan the item.

All the products category will be on top of the sales screen, the sub category in the middle and the products be listed down

Notes: These products will only be showing by default on the till sales screen only if these products or items with their barcode are added from the retail admin first-hand under on the products module under PLU then click on add

Barcode/Product code

Here the barcode or product is scanned, if the scanned product is in the product database, it brings product description and price as defined in the product definition.

Search

If the product barcode is faded (not readable), you can click on search feature to look up the product using barcode / name / description pick the product.

Qty

Here the quantity of the item can be entered before scanning an Item. Click on the blank field next to Qty button, Number pad as shown in the picture below pops up, where required quantity number can be entered and click ok.

Notes: The quantity of product can be edited by clicking on the Qty column of the grid.

Misc

If the item is not in the product database and if you know the price of the item, you can sell the product under miscellaneous feature. Click on Misc, enter the description and price of the product.

Note: Inventory of the Product sold by this method cannot be maintained.

Voucher

Customer can buy voucher, which can be used against the purchase. Click on Voucher, number keypad will be opened, where required amount can be entered. Voucher with amount and barcode will be printed on the selected sales receipt printer.

Promotional Discounts

Discount set for the products (in product module) which are on offer will be displayed here.

Line Discount & Overall Discount

If you want to give discount on the item line, click on discount against the product line, discount can be given as percentage or fixed amount. By default, % discount is selected, if you want to give fixed amount discount, click £/€. You have to select the reason for the discount being given. To give discount on overall order, i.e. for all the item lines click on Overall discount.

Deposit Payment

Customer can pay in instalments by using deposit payment function. Scan all the required items, then take the customer details and click on Deposit payment. Enter the amount given by the customer and type of the payment.

Deposits Lookup

Orders paid by deposits can be converted into invoice using this function. Also, further deposits or full payment can be paid by selecting the order. Previous payments breakdown history of any deposits order can be viewed from here. Orders can be search using different criteria, e.g. using date range, sales order number or by selecting date range and customer.

Cancel Order

Orders paid by deposits can be cancel using this function. Select the deposit order from deposit look up, then click on cancel order and process the payment.

Log out

To log out from the Sales Screen, click on Log out.

Delete

To cancel an order line, select the line, which has to be cancelled and click on Delete.

Hold

Current sales order can be put on hold to serve another customer, by selecting this option.

Unhold

Previously hold order can be unhold by selecting this option.

Activate Discount

If the staff / Cashier doesn’t have access to discount the manager can authorise the staff to give discount by clicking on Activate Discount (refer the above picture). Any activation of discount should follow by Deactivating of discount after the sales transaction.

Deactivate Discount

To deactivate the discount click deactivate discount.

To provide a line discount click under Discounts on the selected line, choose £ (F1)or % (F2), enter the amount for discount and then choose the discount reason (F5) and click OK.

To give overall discount click in Overall Discount (refer the picture below) and follow the same described for Line discount.

New Sales

To cancel the sales order or reset the sales, click on New Sales.

Customer

If the sale is for a Credit Customer, you can click on customer, which takes you to customer search screen from where you can select the customer, you can add new customer from customer screen or update the customer record. Also, customer’s outstanding payment can be processed by clicking on Customer Payments.

To take a payment Click on Payment (Red button)

Payment can be taken by Cash, Card, Cheque, Voucher, Account etc.

To take a payment enter the amount and click on the buttons card / cash / cheque etc.

For any part payment by card & cash; first enter the amount paid by card and click on card (refer above picture for £ 300) and enter the outstanding balance as cash amount (£ 29.99) and click on cash.

If it is only a cash payment, you also can click on £5, £10, £20, £50 etc buttons to enter the payment received and click on cash

On a successful payment, the screen will close and receipt will print.

In case of wrong entry click on Delete Row

To close the payment screen click on Close

Close

In order to get quick access to some of the Admin function, this button can be clicked, which will take you out of the sales screen.

Customer

Customer details

New customer

Click on the customer button option showing on the till display to add a new customer also by default customer loyalty point will be added

To add new customer details

After clicking on the customer button you then select the new customer button to enter the customer's details.

  1. Add the customer details i.e. name, address, post code etc...
  2. Then select the customer type added by you from the retail admin software
  3. Then give a credit limited of your choice then click on save

Notes: Credit limit needs to be given to customer in order to allow customer to take a credit order. Also the credit limit needs to be activated from retail admin software on the Customer modules then customer type.

After saving the customer details, the customer name will be showing then you click on the select button to take the customer sales order.

Customer credit order

If the customer is taking on sales order and wants to pay another day then the order needs to be save as a credit order.

  1. Once the customer name has been selected it will then be showing on the till screen.
  2. After take the customer sales order.
  3. After taken the customer sales order click on payment button.
  4. Then select the exact amount that will be showing at the bottom of the payment tab in green. Then click on account option instead of cash or card option this will then be save automatically under the customer names as an invoice.

Or if customer decides to pay half of the money then pay the rest later on. You then need to type the amount then click on cash or card depending on how customer is paying you, then select the other half left again select the exact amount then click on account option to save the invoice on customer name.

When credit customer is ready to pay

Click on customer button showing on the till to search for the credit customer.

  1. Search for the customer name by clicking on the customer name box then write the first letter of the customer name then click on the search button.
  2. A list of customers names will be listed will show then select the credit customer name you are searching for, which will be highlighted then click on the customer payments button to get access to the credit customer invoices.
  3. Then the customer transactions detail will be showing which will be listed down.
  4. From invoice there will be a box next to Balance option that is written pay.
  5. Next tick the pay box of each invoice to proceed payment.
  6. After ticking the pay box the payment amount will be showing at the bottom next to payment details.
  7. Then click on the payment details to proceed the payment then the payment tab will be showing again.
  8. Finally click on the exact amount then click on the cash option or card option depending on how the customer is paying a receipt will then be printed out and cash drawer will be open.
  9. The invoice will then be cleared, then close all the tab to be back on the till screen.

Notes: the credit customer will be replicated on the end of day balancing as a credit customer.

Admin

The till admin is different to the retail admin.

Till admin option listed below where you have all the facilities to do your;

Refund, petty cash, end of day, x-reading, till setting, products quick entry, sales inquiry, hourly report, sales summary and cash drawer.

To exit this page click on the exit button.

Notes: These options are also included in the retail admin.

Refunds and Exchanged

Here the refunds or exchanges are issued against the sales

The sales receipt which is given out to the customer is scanned

Or click on the search button then enter the sales order reference number printed on the customer receipt by clicking on the sales order ref then click ok.

Next click search button to pull out the sales line automatically.

If customer doesn't have the sales receipt then click on search button searched to pull all sales lines by date and time of the transaction.

  1. Select the sales order to view it by clicking on select order button then based on what customer purchased order that customer is returning.
  2. Next enter the quantity number on the return quantity/ qty tab.
  3. Next after typing the return quantity number the sales order price will be showing on the nett amount next to payment button.
  4. Click on the payment button to proceed refund or exchange
  5. After the Return item quantity is entered, click on payment and process the payment. If customer wants to exchange the returned item with any other item, please click on Exchange, which will open the sales screen, where you can scan the required product and then process the payment

Notes: The refund will be recorded in the end of the day balancing totals. This option can also be restricted from the retail admin software from the employees' module on access right.

Petty Cash

This option allows you to deduct money from cash drawer for the business expense such as; lunch money, repair, travel costs etc. and also to pay back or add into the cash drawer what has been taken out for the expenses.

First select the deducting from cash drawer next enter the amount that needs to be taken.

Then select or enter the reason for taking money then click done.

This will be recorded in the end of day balancing totals.

Similarly when adding money back, select the option add into cash drawer then enter the amount and the reason then click done.

This amount will also be recorded in the end of balancing totals.

Note: : You can set a limit on the amount that needs to be taken out for the expenses on the till setting then add the amount limit on the till float limit option. Also for refunds, which do not have invoice against them, you can give the refund through petty cash.

Note: This option can also be restricted from the retail admin software from the employees' module on access right.

Till Settings

Here you can set the printers and the till float limit.

By default all the printers installed are displayed and save from the drop down arrow next to all modules. Once set and saved the receipts would be printed to the set printer.

First you need to select the right printer from the list of all printers by clicking on the drop down arrow this need to be done for all the printer types' modules.

Next enter the till float limit amount of your choice this is to control the petty cash purposes.

The print receipt allows to set the printer to either print the receipt automatically or to set it has print receipt whenever needed. If automatic receipt the box needs to be ticked.

Note: When you make any changes from till setting click on save button to save then close the setting, exit, log off and then sign back in in order for the change to be applicable.

The till settings can also be set it from the retail admin under the company information on till setting module.

No Sales

When clicking on the no sales button, this option will allow you to open the till drawer or cash drawer to be open without taken any transaction.

Notes:This option can be restricted from the retail admin software from the employees' module on access right.

Product Quick Entry

Products quick entry is a quicker way of adding a products or items from the till instead of going to the retail admin software to add products. However this option only have limited priorities. Such as creating new category type or sub-category, you only have to use the categories and sub-categories given.

  1. Click on the bar code then scan the new product that needs to be added
  2. Then click on the category option to select a category for the new item from the list. Stated above this category list is limited, you do not have the priority to create a new category
  3. Next you still have a choice to create the new item name on the description option
  4. Select the VAT percentage that is suitable for the new item.
  5. Then enter the price.
  6. Again limited choice of sub category, you need to selected from the given list
  7. Tick the hot product tab.
  8. Then finally click save to add the next items.
  9. After adding and saving all new products click on close>> Exit>> Log Out >> then log back in in order for the added products to be fully Save in the Till system.

Sales Enquiry

Sales enquiry allows you to view the sales orders transactions history and also print the order receipt.

  1. Click on search button to view all sales transaction made the day or previews date by selecting the date from date to date
  2. All transaction selected that date will then showing then select the sales order that you are looking to view it in details
  3. Choose whether to print all transaction on A4 paper or receipt.

Notes: The A4 paper can only be printed if an A4 printer is connected to the system. Again this needs to be also set in the till setting beforehand after connecting the A4 printer.

Notes: This option can also be restricted from the retail admin software from the employees' module on access right

Cash Drawer

This option allows you to set the opening balance/ float amount

First the float amount needs to be entered when you start the day or when you need to add or running out of change in the till.

Then select the correct till from the till number list from the drop down box and enter the bank amount.

When entering the amount you will be asked to enter the ID pass to confirm before saving amount to the cash drawer for security purposes to avoid theft. This will be reflected end of day balancing.

If you also bank the amount again pick the till number and enter the bank amount and confirm the security by entering your ID pass and then save it. This bank amount would also be reflected on end of day balancing.

Notes: You can also proceed the opening balance/ float amount from the EOD/ end of day option for the next day.

Notes: This option can also be restricted from the retail admin software from the employees' module on access right.

Hourly reports

Here you can print out the sales transaction summary taken by hours during the day or by date range when you set the date range next to the option. You just need to click on the button to print the report.

This can also be printed out from the retail admin software from the report module and reporting.

Sales Summary

Here you can print out all sales transaction summary taken during the day or by date range when you set the date next to the option. You just need to click on the button to print the report.

This can also be printed out from the retail admin software from the report module and reporting

Miscellaneous Summary

Here you can print out all miscellaneous sales transaction taken during the day or by date range when you set the date range next to the option. You just need to click on the button to print the report.

This can also be printed out from the retail admin software from the report module and reporting.

X-Reading

This option will allow you to print the periotic time of the sales transaction summary taken from the start of the day to the time the x-reading is printed.

For example when you decide to print the x-reading from the start of the opening day to the time you click on x-reading i.e. 8am to 10am

Then decide to print out the x-reading again during the day of the next working hours i.e. 3pm the sales transaction summary will print out from the time you have x-reading at 10am to 3pm.

Notes: X-reading can be printed as many time as you choose to print the x-reading during the working day. Remember this is different from the z-reading which is only printed out at the end of the day.

End of Day Balancing

Here the till payments totals are verified against the till transactions, when there is variance in the till totals against the balance of the till, you can print the transactions summary report to recheck, this can be printed from reports>sales> transactions Summary.

Click on the till for which the amount has to be verified, automatically all the denominations would be popped up, you then need to reflect all cash, card and credit customer value. Just enter the quantity of denominations and totals would be updated.

  1. Till No

    Here all the tills used in the business are displayed.

  2. Sales

    Here all the sales totals for that till are reflected from the last end of day balancing.

  3. Till No

    Here all the refund totals for that till are reflected from the last end of day balancing.

  4. Petty Cash

    Here all the petty cash transactions totals for that till are reflected from the last end of day balancing.

  5. Customer Payments

    Here all the customer outstanding payment totals for that till are reflected from the last end of day balancing.

  6. Opening Balance

    Here the opening balance/till float totals for that till are reflected from the last end of day balancing.

  7. Banked Amount

    Here the banked amount totals for that till are reflected from the last end of day balancing.

  8. Cash

    Here all the cash transactions totals for that till are reflected from the last end of day balancing.

  9. Card

    Here all the card transactions totals for that till are reflected from the last end of day balancing.

  10. Cheque

    Here all the cheque transactions totals for that till are reflected from the last end of day balancing.

  11. Credit Customer

    Here all the credits against the customer's totals for that till are reflected from the last end of Day balancing.

  12. Vouchers

    Here all the voucher transactions totals for that till are reflected from the last end of day balancing.

  13. Bank Transfers

    Here all the bank transfer transactions totals for that till are reflected from the last end of day balancing.

  14. Credit Note

    All the Credit Note Transactions (Paid by Credit Note) Total for the till is reflected from the last End of Day balancing.

  15. Paid by Deposit

    All the Deposit Transactions (Paid by Deposits) Total for the till is reflected from the last End of Day balancing.

  16. Balance

    Here all the
    Balance =Sales-Refunds-Petty cash+ Customer payments + Opening balance+ Vouchers

    After the amount is verified against the till or the denomination total will be balanced/equalized against the till total then click on save to record the end of day and also a copy will be printed.

    You can add the till float/opening balance for the next day, before you click on save.

Notes: End of day will can only be done when the business is closing for the day then after saving the transactions of that day, the system will automatically be back to zero ready to use it fresh the next day. Also all transaction taken every day a recorded automatically and save on the report/ reporting module which is from the retail admin software. This will allow you to print the end of day report from any day you.

Notes: This option can also be restricted from the retail admin software from the employees' module on access right.

Important:
• IF YOU ARE DOING END OF THE DAY BALANCING ( Z REPORT) FOR THE FIRST TIME, PLEASE MAKE SURE THAT YOU CALL US ON 08707 605 100 FOR SUPPORT.