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Book Store Point Of Sale Software. Easy on your budget and easy to operate. Free support and fast, free electronic delivery. Import your item database. Quckbooks export and PCCharge interface. |
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Welcome To BookSeller
Taking Orders o If you have thousands of products or hundreds of product categories. Quick Add window The Quick Add window opens when an unknown Item# is entered. This dialog allows all the fields to be entered and the new product saved. This option can be turned off in the Settings | General menu.
There are two ways to take a return. 1) For Re-salable Merchandise 2) For Damaged or Un-saleable Merchandise Invoice Style Screen Keyboard Only Operation: <Tab> Move to next logical
field
F3 - Customer Info\ The customer window is optional and can be set in the Settings | General menu. Pressing F3 will open the Customer edit window. Type a name in the customer field and the software will try to match the name will a customer already in the database. If one is found the rest of the customers information will be displayed. If a match is not found either you will be asked to enter a new customer or the customer window will be automatically opened if Auto Edit is set in the Settings | General menu. F4 - Get Product Press this button or F4 to find a product and have it added to the sale. The product will be entered in the next empty line. Or, if the product is already in the invoice, the quantity will be incremented. This feature can be turned off in the Settings | General menu. You can control where the cursor will end up in the Settings | General menu. The options are: Qty, Sale%, Price or the next empty Item# field. How to Find a Product More help is provided in the Help and How To menu at the top left corner in the Find Product Dialog. F5 Move the cursor to the next available Item# field. F6 - New Press the New button or F6 to create a new empty sale. If the Navigate window is open the new sale will be shown at the top. F7 - Sales Staff Press this button or F7 to select a Sales Staff. The Sales Staff is optional but can be made mandatory in the Settings | General menu. F8 - Payment Types Press the Payment Types button or F8 to open the available payment types. The payment types that are available can be modified in the Settings | Payment Types menu. The payment button text will show the payment selected. A payment must be selected for each sale unless the Cash default is set in the Settings | General menu. This will set the payment type to cash after each sale. However, the cashier can still change the payment type. Selecting a payment type is optional unless made mandatory in the Settings | General menu. F9 - Finish Sale Finish sale will check everything is correct, save the sales information and deduct from inventory all sold products. Prints a receipt and saves the sales invoice. Zero, one or two receipts will be printed, depending on the Settings option in Settings | Equipment menu. Cashier Press the Cashier button to log in a cashier. The button text will change to the selected cashier. The next time this button is pressed a window will open asking if you want to log off the cashier. The cashier will remain until logged out. Cahiers can have a password that is required to log in. Cashiers can be added in the Settings | Cashiers menu. Using a cashier is optional but can be made mandatory in the Settings | General menu. The z-out report can be connected to cashier login/logout. An optional cashier report detailing the sales made during their login time will be presented. This option can be changed in the Settings | General menu. Navigate The Navigate window shows all recent sales and their status. View sales by clicking on a sale line. If the sale is finished all the fields will be read only. If the sale is unfinished you can make changes as normal. The Current button will show the most recent sale. The 100+ and 100- buttons will jump the view by 100 sales. Navigate will also control the Payment History Window and Customer History Window. Product Picture Display the products picture if the Invoice Style option Show Pictures is set in the Settings | General menu and the product has a picture. Message This optional message will appear on the receipt. This option can be changed in the Settings | General menu. Notes These Notes will \#not\# appear on the receipt. But is only visible to the software operator. This option can be changed in the Settings | General menu. Item# Item# - UPC - Product ID Stock This field shows the number of products in inventory. Qty Enter the number of items sold in the field. Description This field shows the item’s description, which can be edited. Sale% Enter a discount percentage in this field (i.e. 10 for 10%). This field may be entered automatically with the products Sale% field when a Sale is active. To activate a sale open the menu Settings | Sale Dates and set the dates. When a sale is made within the sale dates, the Sale% field will automatically be entered with the valued in the Products %Sale field. Price This is the price of the product. Example 1:
Optionally the discount level can be determined by the subtotal of the order instead of the customer level. This option is in the Settings | Discount Levels menu. Example 3: Extended For untaxed products the Extended field can show a leading zero. This option is in Settings | Equipment menu. Discount% Discount the entire sale by a percentage. The Discount field holds a percentage discount for the entire
order before taxes are taken out. Subtotal The Subtotal fields show the combined totals of the taxed and untaxed subtotals. Tax The Tax field can show the combined total for both taxes or can show the taxes in separate fields. This option is in the menu Settings| Taxes. Handling The Handling charges are added after taxes. This amount is not taxed. Handling The Handling charges are added after taxes. This amount is not taxed.
The customer window is optional and can be set in the Settings | General menu. Pressing F3 will open the Customer edit window. Type a name in the customer field and the software will try to match the name will a customer already in the database. If one is found the rest of the customers information will be displayed. If a match is not found either you will be asked to enter a new customer or the customer window will be automatically opened if Auto Edit is set in the Settings | General menu. F4 - Get Product Press this button or F4 to find a product and have it added to the sale. The product will be entered in the next empty line. Or, if the product is already in the invoice, the quantity will be incremented. This feature can be turned off in the Settings | General menu. You can control where the cursor will end up in the Settings | General menu. The options are: Qty, Sale%, Price or the next empty Item# field. How to Find a Product More help is provided in the Help and How To menu at the top left corner in the Find Product Dialog.
Press the Cashier button to log in a cashier. The button text will change to the selected cashier. The next time this button is pressed a window will open asking if you want to log off the cashier. The cashier will remain until logged out. Cahiers can have a password that is required to log in. Cashiers can be added in the Settings | Cashiers menu. Using a cashier is optional but can be made mandatory in the Settings | General menu. The z-out report can be connected to cashier login/logout. An optional cashier report detailing the sales made during their login time will be presented. This option can be changed in the Settings | General menu. F7 - Sales Staff Press this button or F7 to select a Sales Staff. The Sales Staff is optional but can be made mandatory in the Settings | General menu. F6 - New Press the New button or F6 to create a new empty sale. If the Navigate window is open the new sale will be shown at the top. F9 - Finish Sale Finish sale will check everything is correct, save the sales information and deduct from inventory all sold products. Prints a receipt and saves the sales invoice. Zero, one or two receipts will be printed, depending on the Settings option in Settings | Equipment menu. Options Presents more options: Print Copy Open Drawer Clear Order Bad Checks Print Packing List Discount Message Notes Club Navigate Window The Navigate window (blue) shows all recent sales and their status. View sales by clicking on a sale line. If the sale is finished all the fields will be read only. If the sale is unfinished you can make changes as normal.
The Sale window (red) shows all products entered into this sale. Edit Items File New Files... All sales are saved to a file as they are processed. The New... menu creates new files to save the sale records in. Open Files... How To Connect to a Network The Multi version allows multiple pc's (cash registers) to connect and share the same files. If you're familiar with windows 'My Network Places' that's just about all you need to know. First your pc must be connected to a network. If you're not sure how to set up a network, go to the Start Menu and open help. Type in the Search window: 'To share a folder or drive with other people' and follow those directions. 1) Decide which pc is to host the shared files in. 2) Right mouse click on the shared folder (not a Shortcut to the folder) and select 'Sharing…' and then click 'Sharing'. Note, you must be logged on as a member of the Administrators, Server Operators, or Power Users group. 3) Now on another pc, open the 'My Network Places' and double click on 'Computers Near Me' and look for the Shared folder. If you find it go to step 4. If not, your network is not setup yet. 4) Open the POS software and using the 'File: New Company…' menu option create a file in the shared folder. 5) Open the POS 'client' software in another pc and with the 'File: Connect…' menu. Open the shared file over the network. That's it! Print Sales Copy... Prints a copy of the sale being viewed. Settings o This software was designed to run with the monitor set to at least 800x600. At this resolution it will use the entire screen. The screen size can be changed by going to the Start: Control Panel: Display. When the Display control opens click on the Settings tab. Slide the Screen resolution control until it says 800x600. Click Apply and wait a few seconds for the monitor to change. Click OK to close the control. o Use the Tab key to advance to the next field in Scanner / Keyboard Window. o Tax exempt products can have a leading zero. This setting is
in the menu Settings | Taxes. General Customize the settings for your business. Show Notes Show Invoice Messages Show Mailing Address This must be on when with 'Must enter Customer Address'. Show Mailing Address Show Calendar
Turn Security on/off. Turning Security ON will disallow viewing of sales totals, reports, product cost and other sensitive information. A user set password allows the Security setting to be changed.
Receipts have a 2 message areas that can be customized to your business. This window allows the Header and Terms message to be edited. If you have a pole display, put your general messages here.
o Tax Rates This dialog is opened by the menu Settings | Taxes. To set the tax rate for your area type in your tax rate in the
Tax1 & Tax2 fields and select Simple Tax.
This window allows the Payment Types to be edited. Split Payments Use split payment when the customer wants to pay with more than one type of payment. During a sale: When finished entering sale items, click the button 'Finish Sale'. A window will open allowing the entry of different payment methods. Use the button 'Add Payment' to enter each type of payment. Click on a payment to open an 'Edit Payment' window. Enter payments until the field 'Balance' is zero; click 'OK'.
Manage addresses and customer information Each customer can have his own Discount, Tax Rate and Order Limit automatically entered during a purchase. In addition, customers can be categorized in one of 5 types.
This window allows the Cashier names to be edited or added. The password is optional. If used the cashier password will be required when logging in or out.
Edit or add new product Categories. All products can have an optional Category. Changing a Category description will change all descriptions in previous sales. Product Vendor Edit or add new product Vendors. All products can have an optional Vendor. Changing a Vendor description will change all descriptions in previous sales. Products Pictures Find Product Opens a dialog with all the available products. Type in any field and press the Search button to find matching products. New / Edit Products This window allows the editing of products and entry of new products. Enter or Edit New Products More help is provided in the Help and How To's menu at the top left corner of that dialog window. Find a Product All matching products will be listed. The search can use any combinations of fields: All fields must have a match to be listed. List All Qty Search For example, select a 'Vender' and type 12 in 'Qty Search'. Press the 'Search' button and all the products with less than 12 'Qty' and by 'Vender' will be listed.
The functions in the Change Menu affect all the products shown in the list, usually with the 'Change All' field. o All Vendors, Categories and Departments can be changed. 1) Type the new information in the 'Change All' edit box. Delete o Right mouse click on the Item# of the product. Or, o Left mouse click on the Item#. Open Edit Window Import / Export Products
Edit or create an item. The item picture must be a bitmap image. Place the bitmap (xxx.bmp) file in the pdb/Pics folder. In the New / Edit Products window, edit or create an item. Click inside the picture box and select the bitmap file. Or type the file name (somename.bmp). The picture should appear in the box. Pre-Built Kits Here's an example of Built products or Kits as some like to call them: Base Products: Built Kits: The Built Kits are combinations of the 3 base products. The Base Products are regular products. There are two ways to use 'Built' products. 1) The base products are the only ones to get a quantity. All the built kits point to base products and are deducted from the base products when sold. 2) You can also pre-build the kits under the menu ‘Products | Pre-Build Kits’. This will deduct from the base products when they are built.
Overview of Purchase Order Procedure: Clear Invoice# Line: Order Estimator This function helps you estimates how much to order based on past sales. It works by using how much has sold in the past and how many days of inventory you want to carry. First select the Vendor to place the order with. Set the two dates, the starting date and the ending date. The 'Days of Inventory' field indicates how many days of inventory you want to carry. Press the 'Go' button and the 'Sold' and 'Short' fields will be filled in. The 'Short' field indicates the quantity to order. For best results set the dates to reflect the sales pattern for your business. For example if sales are seasonal, then use last years season to predict sales for this season, adjusting for growth. If sales are not seasonal and sales have grown, use the most recent months sales (~3 months) to predict future sales.
Find a Sale How to Find a Sale o Select the menu 'Sales: Find a Sale'. Example More help is provided in the Help and How To menu at the top left corner in the Find Sale Dialog. Today's sales Clicking the button 'Today's sales' will list all of today's sales in this file for viewing. Click on the Record# to view that sale in detail. Sales Total Example A sales report is generated for the sales last week, by that cashier only.
Under the Sales menu: Void This Sale. This function requires that the ‘Lock Completed Sales’ be turned off in the Settings | General menu. Clear This Sale Clears all the information in the Current Sale. The option is only available when a sale in not completed. Reports Just about every kind of Report is available. If you don't find what you're looking for, please send us an email and we'll tell you how to get the information your looking for. Sales The Sales Reports give a quick report for any given time period.. Sales This... These menu options give a one button sales report for sales
during: Sales Last... This menu option gives a one button sales report for sales
during: Cash Drawer Reconciliation Cash drawer count and verification. At the end of the day or when changing cashiers, use this function to speed up your cash drawer reconciliation. It gives a break down of each type of sale (VISA, MC, Cash, etc.). It also simplifies counting the change.
Screen Size In the Invoice Style Screen, set the screen resolution to 800x600 to fill the whole screen. This setting is in the Windows Start | Settings | Control Panel | Display. Tax-exempt The Tax field determines tax-exemption. Set this field in the Product | New / Edit Products menu. Products that our tax-exempt should be set to ‘0 – No Tax’. These products can have a leading zero to make them easy to identify. Turn this option on in the Settings | Equipment menu. Back up The easiest way to back up all the data is to make a copy of the whole pdb folder.
How you can use Excel with reports and other information. All Reports, Customer information, Products and any other information that is \#exported\# is saved in a tab delimited text format (nnn.txt). These text files can be imported or pasted into Excel. From inside of Excel use the Open File command and change the ‘Files of type:’ to Text File. Select Tab Delimited information. Excel can open these files directly. Press the right mouse button on the text file. Select ‘Open With -> Excel’. When you save from Excel use the ‘Save As’ menu with the ‘Files of type:’ set to Text File. Don’t worry about the warnings from Excel; no information will be lost.
Lottery example: General Pay Out In the field "Custom 4" enter any needed directions. For example
"Enter a negative value".
The Rental Function can be used to loan books out or even rent them if you choose
Interfaces to PCCharge credit card processing software.
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