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Liquornex Liquor Store POS Software. Easy to use, with pull-down menus, or touch screen, makes this liquor store point of sale application quick and simple. Scan the bar code or key in the transaction and, with a few keystrokes or touch of the screen, create an itemized receipt. As each transaction is finished, the items sold are deducted from your inventory. |
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Welcome To Liquornex Point Of Sale
\0Taking Orders\0 \!Liquor Retail Interface (Buttons)\! \!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 created. This option can be turned off in the Settings | General menu. \1Returns\1 1) Press the "Trade-in/Return" button (two chasing arrows). Using a negative Qty will return the products back to inventory and adjust the price and taxes properly. \1Keyboard Only Operation:\1 \!Liquornex\! Use the menu Tools | Arrange Functions to select the functions you want on the sales screen. Each function will be assigned to a Function key F2-F11. F1 is always the help window and F12 is always the Finish button. The Up & Down arrow keys will scroll through the list of items in the order list. Control-R will open the z-out window. \1F3 - Customer Info\1 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. \1F4 - Find Product\1 Press F4 or the Search button with the magnifier 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 sale, the quantity will be incremented. This feature can be turned off in the Settings | General menu. \!How to Find a Product\! \1F5 \1 Open the Options window to see more options. \1F6 - New\1 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. \1F7 - Sales Staff\1 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. \1How to give Cash Back\1 Example: a customer purchases $20 worth of items using his Visa card and
wants $10 back. Now complete the sale as normal. \1F9 - Finish Sale\1 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 transaction. Zero, one or two receipts will be printed, depending on the Settings option in Settings | Equipment menu. \1Cashier\1 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. \1Navigate\1 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 Navigate window will also control the \@Payment History Window\@ and \@Customer History Window\@. \1Item#\1 \$Item# or UPC\$ \1Qty\1 Enter the number of items sold in the field. \1Description\1 This field shows the item's description, which can be edited. \1Sale%\1 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. \1Price\1 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\@: \1Extended\1 For untaxed products the Extended field can show a leading zero. This option is in Settings | Equipment menu. \1Discount%\1 Discount the entire sale by a percentage. The Discount field holds a percentage discount for the entire order before
taxes are taken out. \1Subtotal\1 The Subtotal fields show the combined totals of the taxed and untaxed subtotals. \1Tax\1 The Tax field shows the combined total for all taxes. \1Handling\1 The Handling charges are added after taxes. This amount is not taxed. \0Liquornex\0 \!Department or Menu\! \!Category\! The \@Up\@ and \@Down\@ arrow buttons (left side) scroll through the list of Categories if there are more Categories than can be shown. The number of visible categories can be changed in the Settings | General menu (Category Columns). \@Keyboard or Scan Item#\@ \@Edit Items\@ \1Handling\1 The Handling and Tip charges are added after taxes. This amount is not taxed. \1Customer Info\1 Pressing the Customer icon (two people being held) opens the customer window. Type part of a name or ID# in the customer field and the software will try to match the name with a customer already in the database. If only one is found press the tab or enter to key. If more than one is found click on the desired customer. If a match is not found you can enter a new customer by pressing the New button. \1Find Product\1 Press the button with the magnifier 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 sale, the quantity will be incremented. This feature can be turned off in the Settings | General menu. \!How to Find a Product\! Option: \1Cashier\1 Press the Cashier button to log in a 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. This operation may by changed in the Settings | General window. 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. \1Sales Staff\1 Press this button to select a Sales Staff. This is optional but can be made mandatory in the Settings | General menu. \1New\1 Press the New button (page with plus) or F6 to create a new empty sale. If the Navigate window is open the new sale will be shown at the top. \1F12 - Finish Sale\1 Finish sale will check everything is correct, save the sales information and deduct from inventory all sold products. Press the casher register icon on the left. Prints a receipt and saves the sales transaction. Zero, one or two receipts will be printed, depending on the Settings option in Settings | Equipment menu. \1Options\1 More options: \!Print Copy\! \!Open Drawer\! \!Clear Order\! \!Bad Checks\! \!Discount\! \!Message\! \!Notes\! \!Club\! \1Navigate Window\1 The Navigate window (green) 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. \1Sale Window\1 The Sale window (blue) shows all the products entered into the sale. \@Edit Items\@ \0File\0 \1Connect...\1 Network version only DOES NOT APPLY TO SINGLE USER: How To Connect to a Network The POS Network 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. \!Things to know first: \! \!On the computer you want to host the files: \! \!On the other computers: \! That's it! You're done. Each time you run the computer it will connect to the same file on the network. Of course the network computer needs to be running first. However, the POS.exe program doesn't need to be running at all on the host machine. The product and category pictures must be in the local Pics folder on each computer. \1Backup Files\1 Saves a backup of all the data files. A navigation window will open to set the backup location. All backups will now be done to the specified location. Including the automatic backups. Automatic backups are done once a day when using the Exit button. \1Print Receipt\1 Print a copy of the sales receipt. \!Print Drivers\! Most printers work fine with the Generic Text Only driver. This driver comes standard on most Windows computers. It prints very fast but doesn't allow much control over the font face or size. You can also use the manufactures printer driver if you have it. They can often be found on their websites. \@Generic Text Only driver:\@ Now open the printer properties and find the Paper Source and set it to Continuous Feed with breaks. \!Print Packing\! Products can be directed to print to different printers. In the product edit window, choose the printer each product will be sent to. All products are printed on the customers receipt. \!"Print All Items"\! \!"Print New Items"\! \!"Print Matching Items"\! \1Choose Receipt Print\1 Use this to select the printer driver, receipt format and copies of receipts to print. Note: if Copies is 0 (zero), a receipt will not be printed automatically after each sale. \!"Print All Items"\! \!"Print New Items"\! \!"Print Matching Items"\! \1Open Drawer\1 This will manually open the drawer. You must first set the drawer open method in the Settings | Printer & Equipment window. The drawer will automatically open when a sale is finished depending on the payment type option. Set this in Settings | Payment Types. Check the box by each payment type to open the drawer under the Open Drawer column. \0Settings\0 o This software was designed to run with the monitor set to at least 800x600 (touch screen models). The screen size can be changed in Windows by going to the Start: Control Panel: Display. When the Display control opens click on the Settings tab. Slide the Screen resolution control. Click Apply and wait a few seconds for the monitor to change. Click OK to close the control. \1Logo\1 The logo will automatically be printed. \1Scanner Information\1 This software is compatible with scanners. We recommend the type that connects to the keyboard port with a Y connector. Set the scanner to add one Tab or Enter character to the barcode. You will need to follow the directions supplied by the manufacture. \1Setup Starter\1 This is a collection of functions that are useful in setting up your software. All these functions are accessible separately. This window is for getting a quick start. \1General\1 Customize the settings for your business. There are many configuration options here. Look through this window carefully. \!Cashier Closing Sales Report\! \!Cashier Z-out\! \!Must enter Cash paid\! \!Must enter Payment type\! \!Must enter Customer address\! \1Security\1 Turn Security on/off. Turning Security ON will prevent viewing of sales totals, reports, product cost and other sensitive information. Set the password by entering the password in the 'New Password' and the 'Confirm Password' fields. Click the 'Confirm Change' button. \1Printer & Equipment\1 \!Print Addresses\! \!Print a T for taxed items\! Taxed products can have a T after the total. \!Cash Drawer\! \@Open Star\@ \@Open Star OPOS\@ \@Open Direct COM#\@ \@Open ESC/POS (user defined)\@ \1Receipt Messages\1 Receipts have 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. \1Tax & Precision\1 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 or
Tax3 fields and select Simple Tax. \1Payment Types\1 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'. \1Employees\1 Add Employee Names. This window allows the Employee names to be edited or added. The password is optional. If used the Employee 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. \1Vendor\1 Edit or add new product Vendors. All products can have an optional Vendor. Changing a Vendor description will change all descriptions in previous sales. \0Products\0 \1Product Control\1 \!Search\!
Note: do not delete products that have been sold. This will prevent reports from displaying sales information for the deleted product. You can edit a product and check "No Search". This will hide the product from being sold; but will allow reports to function correctly. o Right mouse click on the Item# of a product in the list. Or, o Left mouse click on the Item#.
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. \2Open Edit Window \2
Click inside the picture box and navigate to the picture. Select the picture file. This will copy the file to the Pics folder. Or type the file name (somename.gif). This will not copy a file. The picture should appear in the box. \2File\2 \!Import / Export Products\! \2Change\2 \!Change All and Change Menu\! 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. Or, 1) Type the new information in the 'Change All' edit box. \2Define Product & Case\2
For example: Product 1 will be linked to Product 2. When product 1 is out of stock, during a sale, the computer will automatically break a case of product 2. This function is only a shortcut to what can be done in the Product Edit window. Once this function has been used to create the products, the Product Edit window must be used to change or edit the product settings. Open the Product Edit window and press the "Parts or Case" button. \2Define Product & Bulk Supply\2 This is a shortcut to defining a product portion and the bulk quantity of the same product. This function will actually create two products. One product will be a single portion. The second product will be the bulk quantity of the same product. For example: Product 1 will be linked to Product 2. When product 1 is sold, the computer will automatically deduct the inventory from Product 2. This function is only a shortcut to what can be done in the Product Edit window. Once this function has been used to create the products, the Product Edit window must be used to change or edit the product settings. Open the Product Edit window and press the "Parts or Case" button. \2Define Product Kits\2 This is a shortcut to defining a Combo Kit that is made up of more than one product. This function will actually create one product. The product will be a kit that 'points' to other products (parts). The kit product can be thought of as the base product. The parts must have been already created before running this function. Kits are built automatically at the time of sale. The parts are taken from inventory to build the kit at the time of sale. This happens automatically at the time of sale anytime a kit is sold. Example: 1) The product parts must be created first before running the Define Combo Kits function. The parts are just regular products. 2) Run the Define Combo Kits function and enter the kit information. 3) Press the Choose Parts button. This will open the 'Built Products or Kits' window. 4) Use the Add button to select the kit parts. Make sure to put in the Qty for each part. 5) Click the OK button when finished. 6) Now click the Save button and the Done button when you are ready. This function is only a shortcut to what can be done in the Product Edit window. Once this function has been used to create the kit, the Product Edit window must be used to change or edit the product settings. Open the Product Edit window and press the "Parts or Case" button. \2Matrix\2 \!New Matrix\! Will define a group of products at one time New Matrix Example: 1) Matrix Name: this will be the name of the matrix shown in the 'List Matrix' function. 2) Item# Base: each product must have a unique Item#. This field will be used as the beginning of the Item# followed by a 4 digit number to be added to each product created. 3) Matrix Base: each product created will start with this information. The Product Edit window will open. Enter all data common to each product in the matrix. 4) Modifiers Used: select each modifier to be used by checking the Use box. Every combination of modifiers used will create a new product in the matrix. For example if 2 modifiers, size and color are used, every combination of size and color will be used to create a product. 5) Create Matrix: the last step to create all the products in the matrix. The Product Edit window will open with the first product in the matrix. Unique information can be entered now like the UPC field. Use the Left and Right arrows to see all the products created. Click Exit when done.
Will show a list of all Matrixes in the system. Click on a matrix name to list all the products in that matrix.
The Discount window gives you control of when you have discount days or times. The discount can be by date or time (Happy Hour). You can also use the second product price instead of the Discount% (each product can have 6 prices). Each product can be given a discount percentage. The discount percentage for each product is set in the Product Edit window. Open the Product Control window and edit a product. Press the Discount button and enter value (10 for 10 percent) in the Discount field.
Opens the Suppliers window. These are companies you purchase from. Specify the supplier for each product in the Product edit window.
Opens the window for managing your product Departments. Each product is assigned to a department and category. The department is the top level. For example, a bottle of Jack Danaiels could be in the Whiskey department and the Liquor category. \1Category\1 Opens a window for managing your product Categories. Each product is assigned to a department and category. The department is the top level. Categories can have a picture. The picture file must be in the Pics folder. Only put the file name in the Picture field (example: hammer.gif) Each category can have a Default Markup%. This is used when creating a new product. In the product edit window select the category. The Markup% will used to calculate the price by multiplying the Markup % by the Cost. \1Modifier\1 A Modifier gives the cashier the option of changing a product. There are 8 different modifiers and each of them can have 255 selections. Modifiers can add or subtract from the price of the product. Modifiers can be printed on the customers receipt by opening the window Settings | Printer and Equipment, check the box Print Modifiers. First create the modifier and connect the modifier to a product. Open the product edit window and press the Modifiers button. You will see a Ask box, check this to have the cashier prompted to select the modifier. The names of the modifiers are changed in the Terminology window under the Settings menu. \1Check Stock\1 Check the inventory for products that are low in quantity. There are 3 different checks that can be used. 1) If Stock is below Order Point . Each product can have an Order point (re-order). Check this box and press the Search button (magnifying glass) to see all products that are below their Order Point. 2) If Stock is below Qty [___]. Check this box and enter a value in the Qty field. Press the Search button (magnifying glass) to see all products that are below the Qty value. 3) If Stock is below estimated Days of inventory [___]. Check this box and enter a value in the Days field. Press the Search button (magnifying glass) to see all products that are below the estimated quantity needed for number of Days entered. The needed quantity is estimated based on passed sales. \1Adjust Stock\1 Inventory adjustment window. Build a list of products that one of these function can executed: 1) Receive Stock - add to stock levels. 2) Transfer Stock - remove stock from this location and transfer it to another location by saving a change file. 3) Send to Shortage - remove stock and add to shortage list. This is for stolen, missing, broken or unusable stock. 4) Stock Correction - count stock and set the current stock levels. Scan product into the list or use the Find button. With the "1 per Scan" box checked each scan will add 1 to the stock count. The Add button can be used to add any amount to inventory. For example if you receive a case of 144 items, uncheck the "1 per Scan" box. Scan or Find the product. Enter 144 in the Add box and press the Add button. Once all the products have been added to the list use one of the four functions.
\1Sales Control\1 \!How to Find a Sale\! o Type in a description of the sale using Description, Cashier, Vendor, Pay
Type, Customer or use any of the fields. Double click on the sale to view that 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. \2Sales Tools\2 \!Import Sales & Export Sales\! Import or export sales information. \!Import Sales\! Import sales information from a text file created by the standard Sales export.
Export sales information to one of four formats. Options with a (new sales) save only sales that have not be saved before. For example you can save your 'Sales (new sales)' each day and Liquornex will keep track of which sales have been saved. \!Clear All Sales\! CAUTION - This function will delete all sales information from the database. Products, customers and all the settings are not affected, only the sales information.
Clears all the information in the Current Sale. The option is only available when a sale has \!not\! completed (Finished). \1Edit This Sale\1 Return all the products back into inventory. Opens the sale for making changes. The payments remain unchanged and are not affected. After making the changes \!Finish\! the sale as normal. This function is only available after a sale has been \!Finish\!. \1Split Sale\1
There are two sales lists, left side and right side. Use the Find Sale (Find Ticket) button to select the sale on the right. The left sale will automatically be the current sale or the sale shown in the sales window. You can move a single item to the other sale by left clicking on the item. \1Quote Functions\1
\!Quote Save...\! Saving a sales quote: You can now print the Quote by using the Sales | Quote Print... Or use the Sales | Clear Sale to remove the quote from the sales window. The quote can be re-loaded at any time by using the Sales | Quote Find...
Printing a Quote:
Find a Quote:
\0Customers\0 \!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.
Manage customer information. \!General Customer Information\! \!Customer Button Tools:\! \@Delete\@ - Delete the selected customer record from the database. Normally customers should not be deleted, unless the customer has not been associated with a sale. Once a customer record has been attached to a sale, deleting that customer record will result in the sale being disconnected from the customer. \@Balance\@ - Opens a customer balance report on the selected customer record. \@Bal. List\@ - Fills the list with only customers that have a balance.
\@Delete\@ - Delete the selected customer record from the database. Normally customers should not be deleted, unless the customer has not been associated with a sale. Once a customer record has been attached to a sale, deleting that customer record will result in the sale being disconnected from the customer. \@Delete All Customers\@ - Caution! This will delete all customer records. \@Import Customers\@ \@Define Fields\@ - The customer field names can be changed. There are four special fields that are used during customer searches.
\@Make A Payment\@ - Opens the Advanced Payment window. This window will allow you to make payments, delete payments and print a customer balance report. \@Customer Payments\@ - Customer payment history record. Click on a customer name first then select this function under the Payment menu. \@Customer Balance\@ - Opens a customer balance report on the selected customer record. Click on a customer name first then select this function under the Payment menu. This is the same as the button Balance. \@Customers With a Balance\@ - Fills the list with only customers that have a balance. Click on a customer name first then select this function under the Payment menu. This is the same as the button Bal. List. \@Sales with a Balance\@ - Opens a sales report with all sales that have not been paid for. \@All Payments\@ - Opens a payment report with all the payments. The list can be filtered to show only payment within a date range; or payments to a specific Record#. \@Reset Customer Balance\@ - Will recalculate a customer's balance by scanning the entire database for sales and payments. Click on a customer name first then select this function under the Payment menu. \0Acounts\0 \1New Purchase Order\1 \!Overview of Purchase Order Procedure:\! Note: only products with a Vendor# will be displayed. \!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.
\@Lottery example:\@ \@General Pay Out\@ In the field "Custom 4" enter any needed directions. For example "Enter a
negative value".
\1TimeClock\1 The TimeClock module is optional. Disregard if you did not purchase the time clock feature. If the menu item is grayed out then it's not available. Manage up to 200 employee time cards. Print time sheets with employee hours calculated.
\0Reports\0 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.
The Sales Reports give a quick report for any given time period.
These menu options give a one button sales report for sales
during: \2Sales Last...\2 This menu option gives a one button sales report for sales during: \1Cash Drawer Reconciliation\1 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.
The order window will Maximize to the whole screen unless the "Don't Maximize order window" option is checked in the Settings | General.
\1Tax-exempt\1 The Tax field determines tax-exemption. Set this field in the Product Edit window. Products that are tax-exempt should be set to '0 - No Tax'.
\1Excel\1 How you can view reports and other information with Excel. 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.
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