idealpos 6.03 user guide oct 2014
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Contents Last Updated 9th October 2014 ................................. 31
Idealpos 6.0 Licence Agreement .............................. 45
Introduction to Idealpos 6.03 .................................. 49
Idealpos 6.03 ...................................................................................... 49
Licensing ............................................................................................ 50
Idealpos Icons .................................................................................... 53
POS Screen in Idealpos ........................................................................ 54
Back Office ......................................................................................... 56
Hierarchy of Stock ............................................................................... 58
Stock Items ........................................................................................ 60
Stock Item Types ................................................................................ 62
Stocktake ........................................................................................... 76
POS Screen Setup ............................................................................... 78
Restaurant and Table Map .................................................................... 91
Using the Table Map ............................................................................ 93
Suppliers .......................................................................................... 104
Stock Purchases ................................................................................ 106
Stock Received .................................................................................. 108
Purchase Orders ................................................................................ 110
Process Invoices ................................................................................ 111
Network Printers ............................................................................... 113
IPS Utility ......................................................................................... 116
IPS Client ......................................................................................... 117
Global Options .................................................................................. 118
Stock Manage ................................................................................... 120
Ideal Handheld .................................................................................. 122
Alerts ..................................................................... 125
Alerts in Idealpos .............................................................................. 125
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Setup Alerts ...................................................................................... 126
Receiving Alerts ................................................................................ 132
Amount Override .................................................... 133
Amount Override in Idealpos ............................................................... 133
Using Amount Override ...................................................................... 134
Amount Override Recording ................................................................ 140
Archive Data ........................................................... 145
Archive Data in Idealpos ..................................................................... 145
Go to Archived Database Menu ............................................................ 146
Archive Data Menu ............................................................................ 147
Compact Archive Database Menu ......................................................... 151
Back Office ............................................................. 155
Back Office in Idealpos ....................................................................... 155
Dashboard Shortcuts ......................................................................... 159
Activity Log ...................................................................................... 161
Dashboard ........................................................................................ 164
Back Office Menus ............................................................................. 169
Bar Tabs ................................................................. 185
Bar Tabs in Idealpos .......................................................................... 185
Bar Tab Accounts .............................................................................. 186
Bar Tab Buttons ................................................................................ 191
Bar Tab Settings................................................................................ 197
Using Bar Tabs .................................................................................. 202
Adding Bar Tabs ........................................................................................... 202 Print Bar Tab Bill .......................................................................................... 204 Print Bar Tab Report ..................................................................................... 206 Pay Bar Tab ................................................................................................. 209 Void Items from a Bar Tab ............................................................................ 212 Transfer Bar Tab to Table .............................................................................. 214 Transfer Table to a Bar Tab ........................................................................... 217 Transfer Bar Tab to Customer Account ............................................................ 220
Pre-Paid Bar Tabs .............................................................................. 222
Using Tyro for Bar Tab PreAuth ...................................................................... 227
Bar Tab Related Reports ..................................................................... 237
Barcode Scanning ................................................... 239
Barcode Scanning in Idealpos ............................................................. 239
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Stock Item Scanning .......................................................................... 241
Bar Tabs, Accounts & Membership ....................................................... 247
Gift Vouchers & Credit Notes ............................................................... 248
Receipts ........................................................................................... 250
Tenders ............................................................................................ 252
Beverage Monitoring .............................................. 253
Bevcon Interface ............................................................................... 253
Settings ...................................................................................................... 253
Biometric Data Entry .............................................. 255
Biometric Entry and Idealpos .............................................................. 255
M2SYS Software (BioPlugIn) ............................................................... 256
Setup M2SYS ............................................................................................... 259 Add Fingerprints........................................................................................... 262 Idealpos and M2SYS ..................................................................................... 268
Blackboard ............................................................. 271
Blackboard in Idealpos ....................................................................... 271
Settings ........................................................................................... 274
Edit Blackboard ................................................................................. 277
Caller ID ................................................................. 279
Caller ID in Idealpos .......................................................................... 279
Settings ........................................................................................... 280
Using Caller ID .................................................................................. 284
Cash Dispenser ....................................................... 291
Talaris NMD Cash Dispenser................................................................ 291
Setup Dispenser ................................................................................ 292
Using Cash Dispenser......................................................................... 294
Chinese Character Printing/Display ....................... 297
Chinese Characters ............................................................................ 297
Setup Windows ................................................................................. 298
Setup Idealpos .................................................................................. 303
Chinese Characters In Idealpos ........................................................... 308
Clerks ..................................................................... 311
Clerks in Idealpos .............................................................................. 311
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Clerk Setup ...................................................................................... 313
Settings ........................................................................................... 320
Using Clerks ..................................................................................... 343
Clerk Related Reports ........................................................................ 344
Clipp Interface ....................................................... 349
Clipp Bar Tab Interface ...................................................................... 349
Install Clipp POS Terminal Adapter ...................................................... 350
Configure Idealpos with Clipp .............................................................. 357
Setup Clipp ....................................................................................... 362
Using Clipp with Idealpos ................................................................... 367
Clipp Tab Enquiry .............................................................................. 378
Clipp details in Journal History ............................................................ 380
Communications ..................................................... 383
Communication and Connection Details ................................................ 383
Default Connection ............................................................................ 384
Connection with Packet Filtering .......................................................... 385
Connection with Proxy ........................................................................ 388
Packet Delivery ................................................................................. 389
Physical Network Connection............................................................... 392
POSServer Priority Request ................................................................. 394
Cooking the Books Interface .................................. 397
Cooking the Books ............................................................................. 397
Configure Windows ............................................................................ 398
Configure Idealpos............................................................................. 399
Coupon Promotions ................................................ 401
Coupon Promotions in Idealpos ........................................................... 401
Promotion Groups .............................................................................. 402
Using Logos On Coupons .................................................................... 404
Coupon Promotion Settings ................................................................. 415
Create Coupon Promotion ................................................................... 417
Copy Promotions .......................................................................................... 419 Delete Promotions ........................................................................................ 421 Add/Modify Promotions ................................................................................. 422
Create Coupon Design ........................................................................ 441
Advanced ......................................................................................... 446
Birthday Coupon Promotions .......................................................................... 448
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Perform a Sale to Issue a Coupon ........................................................ 459
Redeem a Coupon ............................................................................. 461
Customer Rewards & Coupons ............................................................ 462
Coupon Related Reports ..................................................................... 465
Customer Reward Promotions ................................ 467
Customer Reward Promotions in Idealpos ............................................. 467
Reward Settings ................................................................................ 469
Create a Customer Reward Promotion .................................................. 472
Customer Reward Promotion Setup ...................................................... 474
Accumulating Customer Rewards ......................................................... 482
Redeeming a Customer Reward ........................................................... 486
Customer Rewards and Coupons ......................................................... 490
Customer Type Incentives ...................................... 493
Customer Type Incentives in Idealpos .................................................. 493
Settings ........................................................................................... 494
Incentive Programming ...................................................................... 497
Using Customer Incentives ................................................................. 507
Customers .............................................................. 511
Customers in Idealpos ........................................................................ 511
Customer Types ................................................................................ 512
Add Customers .................................................................................. 516
Importing Customers .................................................................................... 517 Manually Add Customers ............................................................................... 519 POS Screen Add Customers ........................................................................... 522
Modify Customers .............................................................................. 526
Back Office Customer Modify ......................................................................... 526 POS Screen Customer Modify ......................................................................... 529
Delete Customers .............................................................................. 534
Customer List .............................................................................................. 534
Customer Fields ................................................................................ 537
Customer Settings ............................................................................. 543
POS Terminal Settings .................................................................................. 543 Global Option Settings .................................................................................. 548 Yes/No Option Settings ................................................................................. 565 Function Settings ......................................................................................... 566 POS Screen Button Settings .......................................................................... 569
CUST Button on POS Screen ............................................................... 576
Customer Accounts ............................................................................ 579
Customer Account On Hold function via User-Defined Yes/No Option ................ 582
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Master/Sub Accounts .................................................................................... 584
Customer Loyalty Points ..................................................................... 591
Points per Dollar .......................................................................................... 593 Points per Item (Special Points) ..................................................................... 594 Points per Price Level .................................................................................... 595
Customer Loyalty Interfaces ............................................................... 599
Kinnov Customer Loyalty Interface ................................................................. 599
Customer Sales ................................................................................. 608
Customer Transactions ....................................................................... 610
Acc/LB Adjustment ....................................................................................... 611 Un-allocated Adjustment ............................................................................... 615 Acc/LB Credit ............................................................................................... 620 Acc/LB Payment ........................................................................................... 623 Account Refund ............................................................................................ 627
Customer Enquiry .............................................................................. 633
Mag Card Printing .............................................................................. 639
Customer Related Reports .................................................................. 643
Database Maintenance ........................................... 673
Database Maintenance ....................................................................... 673
Maintenance Schedules ...................................................................... 675
Departments .......................................................... 677
Departments in Idealpos .................................................................... 677
Hierarchy of Stock ............................................................................. 678
Edit Departments .............................................................................. 680
Direct Department Sale ...................................................................... 686
Stock Item Points .............................................................................. 691
Department Related Reports ............................................................... 694
Discounts ............................................................... 701
Discounts in Idealpos ......................................................................... 701
Discount Settings .............................................................................. 703
Item Discounts .................................................................................. 720
Subtotal Discounts ............................................................................. 723
Customer Type Discounts ................................................................... 726
Automatic Customer Discounts ............................................................ 728
Discount Related Reports.................................................................... 730
Dry Cleaning Features ............................................ 735
Dry Cleaning Features in Idealpos ....................................................... 735
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Dry Cleaning Configuration ................................................................. 736
Dry Cleaning Printing ......................................................................... 739
Using Dry Cleaning Features ............................................................... 744
EFTPOS ................................................................... 749
EFTPOS Button Functions ................................................................... 749
Chase Paymentech ............................................................................ 756
Configuration Settings .................................................................................. 756 Tendering a Sale on Chase Paymentech .......................................................... 759 Tendering a Sale using the Manual Account Entry Function ................................ 762 Other Chase Paymentech Functions ................................................................ 763
DPS ................................................................................................. 767
Installation .................................................................................................. 767 Configure Idealpos ....................................................................................... 769
Mercury (Non-EMV) ........................................................................... 772
Configure Idealpos ....................................................................................... 772 Perform a Sale using Mercury ........................................................................ 776
PC EFTPOS ....................................................................................... 778
Installation .................................................................................................. 778 Configure Idealpos ....................................................................................... 796
Quest ............................................................................................... 799
Configure Idealpos ....................................................................................... 799 Using Quest ................................................................................................. 800
Skyzer Nitro...................................................................................... 804
Installation .................................................................................................. 804 Configure Idealpos ....................................................................................... 819
Smartlink ......................................................................................... 822
Configure Idealpos ....................................................................................... 822 Using Smartlink ........................................................................................... 824
Tyro ................................................................................................. 828
Installation .................................................................................................. 828 Configure Tyro ............................................................................................. 832 Configure Idealpos ....................................................................................... 841 Perform a Sale using Tyro ............................................................................. 847 Tipping ....................................................................................................... 852 Using Tyro for Bar Tab PreAuth ...................................................................... 876 Tyro Pay@Table Support ............................................................................... 885
Vault ................................................................................................ 887
Installation .................................................................................................. 887 Configuration Settings .................................................................................. 887 Perform a Sale using Vault ............................................................................ 903
Zintel Hypercom ................................................................................ 909
Installation .................................................................................................. 909 Configure Zintel ........................................................................................... 915 Configure Idealpos ....................................................................................... 917
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Perform a Sale using Zintel............................................................................ 920
Employee Log ......................................................... 927
Employee Log in Idealpos ................................................................... 927
Setting up Employee Log .................................................................... 929
Using Employee Log ........................................................................... 932
Edit Employee Log ............................................................................. 937
Employee Related Reports .................................................................. 944
End of Shift............................................................. 951
End of Shift in Idealpos ...................................................................... 951
End of Shift Settings .......................................................................... 952
Using End of Shift .............................................................................. 964
Edit Cash Declaration ......................................................................... 970
Float Count Entry .............................................................................. 974
epay Interface ........................................................ 977
epay ................................................................................................ 977
Idealpos epay Setup .......................................................................... 978
Using epay ....................................................................................... 983
Reprint epay Voucher ......................................................................... 994
Additional epay Information ................................................................ 996
Export Data .......................................................... 1005
Export Data in Idealpos .................................................................... 1005
Department Sales ............................................................................ 1008
Stock Item Sales ............................................................................. 1011
Supplier Invoices and Credits ............................................................ 1019
Stock Items .................................................................................... 1024
Departments ................................................................................... 1029
Special Prices .................................................................................. 1030
Financial Data ................................................................................. 1031
Web Reporting ................................................................................ 1034
Other Data ..................................................................................... 1035
Customers ...................................................................................... 1037
Reports/Listings .............................................................................. 1039
External Application Function ............................... 1041
External Application in Idealpos ......................................................... 1041
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Floating Clerks ..................................................... 1043
Floating Clerks in Idealpos ................................................................ 1043
Settings ......................................................................................... 1044
Fuel Console ......................................................... 1047
POSTEC Interface ............................................................................ 1047
Idealpos Settings............................................................................. 1048
Registration ............................................................................................... 1048 Stock Items ............................................................................................... 1049 Clerks ....................................................................................................... 1051 Global Options ........................................................................................... 1052 POS Screen & Grids .................................................................................... 1053
POSTEC Settings ............................................................................. 1054
PCC Connection Wizard ............................................................................... 1055 Forecourt Manager ..................................................................................... 1060 Visual Console ........................................................................................... 1069
Performing a Sale ............................................................................ 1070
Functions.............................................................. 1077
Functions Menu ............................................................................... 1077
Functions ....................................................................................... 1078
Using Functions ............................................................................... 1105
Gaming ................................................................. 1107
Gaming Interface ............................................................................ 1107
Registration ............................................................................................... 1107 Settings .................................................................................................... 1109 Additional Functions ................................................................................... 1112
Aristocrat ....................................................................................... 1115
Aristocrat Membership Database .................................................................. 1115 Install & Configure Oracle ODBC .................................................................. 1115 Settings .................................................................................................... 1133
eBet .............................................................................................. 1139
eBet Membership Database ......................................................................... 1139 Settings .................................................................................................... 1140
Flexi-NET ........................................................................................ 1147
Flexi-NET Membership Database .................................................................. 1147 Settings .................................................................................................... 1148
IGT ................................................................................................ 1150
IGT Membership Database .......................................................................... 1150 Settings .................................................................................................... 1151
Max Gaming ................................................................................... 1158
Max Gaming Membership Database .............................................................. 1158
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Settings .................................................................................................... 1159 Max Gaming Troubleshooting ....................................................................... 1164
Maxetag ......................................................................................... 1165
Maxetag Membership Database .................................................................... 1165 Settings .................................................................................................... 1166 Maxetag Troubleshooting ............................................................................ 1168
Titan .............................................................................................. 1171
Titan Membership Database......................................................................... 1171 Settings .................................................................................................... 1172
Gift Vouchers ........................................................ 1175
Gift Vouchers in Idealpos .................................................................. 1175
Setting up Gift Vouchers ................................................................... 1176
Selling a Gift Voucher ...................................................................... 1186
Redeem Gift Voucher ....................................................................... 1192
Gift Voucher Enquiry ........................................................................ 1205
Gift Voucher Related Reports ............................................................ 1207
Global Options ...................................................... 1211
Global Options in Idealpos ................................................................ 1211
General .......................................................................................... 1213
Miscellaneous .................................................................................. 1224
Purchases ....................................................................................... 1237
Restaurant...................................................................................... 1244
Customers ...................................................................................... 1251
Sales ............................................................................................. 1265
Reservations ................................................................................... 1285
Accounting ..................................................................................... 1291
Credit Notes/Gift Vouchers ............................................................... 1292
Interfaces ....................................................................................... 1298
Interfaces 2 .................................................................................... 1307
Printing .......................................................................................... 1313
Other Options ................................................................................. 1363
Gaming .......................................................................................... 1370
Hold Print Function ............................................... 1375
Hold Print Function in Idealpos .......................................................... 1375
Setup Hold Print .............................................................................. 1378
Using Hold Print .............................................................................. 1381
Entering the First Order .............................................................................. 1381 Adding subsequent Orders........................................................................... 1383
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Entering the Last Order ............................................................................... 1387 Finalize and Print........................................................................................ 1391 How to View a Held Order ........................................................................... 1392 Bar Tabs and Hold Print Function .................................................................. 1395
Inserting lines on a Kitchen Docket using the Print Group Shift Function . 1396
Ideal Handheld ..................................................... 1405
Ideal Handheld in Idealpos ............................................................... 1405
Handheld Options ............................................................................ 1406
Supported Models ............................................................................ 1412
Handheld Menus .............................................................................. 1413
Handheld Screens ............................................................................ 1415
Using Ideal Handheld ....................................................................... 1426
Ideal Kitchen Monitor ........................................... 1435
Introduction to Ideal Kitchen Monitor ................................................. 1435
System Configuration ....................................................................... 1437
Hardware Configuration .................................................................... 1442
IKM Installation ............................................................................... 1443
IKM First Use .................................................................................. 1447
Icons ........................................................................................................ 1448 Server Mode .............................................................................................. 1449 Client Mode ............................................................................................... 1451
IKM Program ................................................................................... 1464
File Menu .................................................................................................. 1465 IKM Utilities Menu ...................................................................................... 1466 IKM Setup Menu ........................................................................................ 1468 IKM Reports Menu ...................................................................................... 1530 IKM Diagnostics Menu ................................................................................. 1533 IKM Help Menu .......................................................................................... 1535
IKM Utility ...................................................................................... 1537
Backup ..................................................................................................... 1538 Restore ..................................................................................................... 1539 System Reset ............................................................................................ 1541 Open Containing Folder ............................................................................... 1542 SQL Cmd Line ............................................................................................ 1543
IKM Display .................................................................................... 1544
Kitchen Monitor .......................................................................................... 1545 Customer Order Display .............................................................................. 1563
IKM & Idealpos ................................................................................ 1571
Using IKM ....................................................................................... 1574
IKM Graphic .................................................................................... 1578
Ideal WebIT ......................................................... 1579
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Ideal WebIT & Idealpos .................................................................... 1579
WebIT Installation ........................................................................... 1581
WebIT Configuration ........................................................................ 1585
Plugin ....................................................................................................... 1586 POS .......................................................................................................... 1591 Schedule ................................................................................................... 1592 Security .................................................................................................... 1595 User Registration ....................................................................................... 1597
Idealpos Configuration ..................................................................... 1598
Stock Items ............................................................................................... 1598 Clerks ....................................................................................................... 1601 Tenders .................................................................................................... 1603 Global Options ........................................................................................... 1604 Yes No Options .......................................................................................... 1606 POS Screen Buttons ................................................................................... 1607
Using Web Orders ............................................................................ 1609
Impact Data Integration ...................................... 1617
Impact Data in Idealpos ................................................................... 1617
Install Impact Data Integration ......................................................... 1618
Configure Windows .......................................................................... 1625
Configure Idealpos........................................................................... 1627
Import Data ......................................................... 1629
Import Data in Idealpos ................................................................... 1629
How to Import Data ......................................................................... 1631
Format of Import Files ..................................................................... 1634
Departments ............................................................................................. 1635 Stock Items ............................................................................................... 1635 Alternate Codes ......................................................................................... 1635 Indirect Items ............................................................................................ 1636 Stock Levels .............................................................................................. 1636 Customers ................................................................................................. 1636 Suppliers ................................................................................................... 1637 Import PriceBook Links ............................................................................... 1638
Installation & Upgrade ......................................... 1643
Installation and Upgrade of Idealpos .................................................. 1643
Installing Idealpos Framework .......................................................... 1648
Windows 8 ................................................................................................ 1660
Installing Idealpos 6.03.xxxx.exe ...................................................... 1665
Free Trial / Demo ....................................................................................... 1672 New / Blank Database................................................................................. 1677
Possible Errors when Installing Idealpos ............................................. 1679
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Upgrading to Idealpos 6.03 ............................................................... 1681
Pre-Install Idealpos 6.0 .NET Framework and SQL Support Files ....................... 1683 Upgrading a Live Site to Idealpos 6.0 ........................................................... 1684 Upgrade Procedure from 6.0, 6.01 and 6.02 .................................................. 1685
Configure Error Reports .................................................................... 1691
Inter-Store Ordering Head Office ...................... 1693
Inter-Store Ordering in Idealpos Head Office .................................... 1693
Settings ......................................................................................... 1695
Purchase Order Screen Overview ....................................................... 1710
Create an Order .............................................................................. 1712
Supply an Order .............................................................................. 1715
Receive an Order ............................................................................. 1718
Invoice an Order ............................................................................. 1721
Process an Order ............................................................................. 1723
Additional Information...................................................................... 1728
Inter-Store Ordering Sites ................................. 1730
Inter-Store Ordering in Idealpos Site............................................... 1730
Purchase Order Screen Overview ....................................................... 1732
Create an Order .............................................................................. 1734
Receive an Order ............................................................................. 1737
iPad and Idealpos ................................................. 1739
Requirements ................................................................................. 1739
Configure Application ....................................................................... 1740
Connect to the PC ............................................................................ 1746
IPS Client ............................................................. 1753
IPS Client in Idealpos ....................................................................... 1753
Client Icons .................................................................................... 1754
Client File Menu ............................................................................... 1757
Open ........................................................................................................ 1757 Options ..................................................................................................... 1757 Exit .......................................................................................................... 1759
Client Network Menu ........................................................................ 1760
Overwrite .................................................................................................. 1761 Remote ..................................................................................................... 1781 Packet Filtering .......................................................................................... 1789 Proxy Configuration .................................................................................... 1794 Housekeeping ............................................................................................ 1800 Terminal Visibility ....................................................................................... 1803
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Configure Error Reports .............................................................................. 1809 Configuration ............................................................................................. 1810
Client Diagnostics Menu ................................................................... 1818
Packets ..................................................................................................... 1818 Saved Packets ........................................................................................... 1819 Transmission Trace ..................................................................................... 1820 Network Traffic .......................................................................................... 1822 Pool Information ........................................................................................ 1822 Connection Status ...................................................................................... 1823
Client View Menu ............................................................................. 1824
Icon View .................................................................................................. 1824 Detail View ................................................................................................ 1825
Client Help Menu ............................................................................. 1828
Terminal Overview ..................................................................................... 1828 Icons ........................................................................................................ 1830 Support .................................................................................................... 1831 About ....................................................................................................... 1831
Data Packet .................................................................................... 1832
IPS Deploy ........................................................... 1835
IPS Deploy in Idealpos ..................................................................... 1835
IPS Utility ............................................................. 1839
IPS Utility in Idealpos ....................................................................... 1839
System Menu .................................................................................. 1841
Support Menu ................................................................................. 1847
Maintenance Menu ........................................................................... 1849
Advanced Menu ............................................................................... 1856
Jackpot ................................................................. 1863
Jackpot in Idealpos .......................................................................... 1863
Jackpot Configuration....................................................................... 1864
Using Jackpot .................................................................................. 1867
Journal Enquiry .................................................... 1873
Journal Enquiry in Idealpos ............................................................... 1873
Search Criteria ................................................................................ 1876
Transactions Display ........................................................................ 1879
Transaction Detail ............................................................................ 1880
Additional Functions ......................................................................... 1882
Journal Enquiry Related Reports ........................................................ 1887
Keyboard Program ............................................... 1889
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Keyboard Program in Idealpos .......................................................... 1889
Programming Key Functions .............................................................. 1890
Keyboard Function List ..................................................................... 1895
Labels ................................................................... 1935
Labels in Idealpos ............................................................................ 1935
Stock Item Labels ............................................................................ 1937
Customer Labels .............................................................................. 1943
Promotion Labels ............................................................................. 1946
IPS Label Formats ........................................................................... 1950
Avery Design Pro ............................................................................. 1953
Install Avery Design Pro 4.0 ........................................................................ 1954 Create Data File ......................................................................................... 1961 Create the Format File ................................................................................ 1964 Export Label to Format File .......................................................................... 1978 Design the Label ........................................................................................ 1979
Laybys .................................................................. 1987
Laybys in Idealpos ........................................................................... 1987
Layby Settings ................................................................................ 1989
Place Items on Layby ....................................................................... 1996
Make a Layby Payment .................................................................... 2001
Make a Layby Adjustment ................................................................. 2004
Make a Layby Credit ........................................................................ 2007
Cancel a Layby ................................................................................ 2009
Layby Reports ................................................................................. 2013
Locations .............................................................. 2017
Locations in Idealpos ....................................................................... 2017
Add & Modify, Locations ................................................................... 2018
Location Details ............................................................................... 2019
Stock Items by Location ................................................................... 2021
Macros .................................................................. 2023
Macros in Idealpos ........................................................................... 2023
Setting Macros ................................................................................ 2024
Examples of Macros ......................................................................... 2027
Mealcard System .................................................. 2039
Southern Foods Mealcard System ...................................................... 2039
Setup Idealpos for Mealcards ............................................................ 2040
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Topup Mealcard ............................................................................... 2044
Charge to Mealcard .......................................................................... 2048
Mealcard Transaction without Credit .................................................. 2052
Discounted Mealcard Transaction ....................................................... 2053
Split Tender Mealcard Transaction ..................................................... 2054
Messages Staff May Receive ............................................................. 2056
Messages .............................................................. 2057
Messages in Idealpos ....................................................................... 2057
Setup Messages .............................................................................. 2058
Sending Messages ........................................................................... 2061
Mobile Apps .......................................................... 2065
Ideal Handheld ................................................................................ 2066
Handheld Options ....................................................................................... 2068 Handheld Menus ........................................................................................ 2074 Handheld Screens ...................................................................................... 2076 Using Ideal Handheld .................................................................................. 2084
Stock Manage ................................................................................. 2094
Setup Idealpos ........................................................................................... 2096 Setup Stock Manage ................................................................................... 2098 Download .................................................................................................. 2114 Stocktake .................................................................................................. 2119 Transfer .................................................................................................... 2127 Receiving .................................................................................................. 2137 Barcodes ................................................................................................... 2149 Upload ...................................................................................................... 2156 Additional Information ................................................................................ 2161 Process Stocktake ...................................................................................... 2162 Process Stock Transfers .............................................................................. 2166 Process Stock Received ............................................................................... 2171 Process Scan Codes .................................................................................... 2174 Compatible Hardware ................................................................................. 2177
Multiple Terminal Setup ....................................... 2181
Multiple Terminal Setup in Idealpos ................................................... 2181
Before You Begin ............................................................................. 2183
Configure Idealpos........................................................................... 2184
Overwrite New Terminals .................................................................. 2187
Multi-Site Management ........................................ 2191
Overview of Functions ...................................................................... 2191
Registration .................................................................................... 2195
Sites .............................................................................................. 2197
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Locations ........................................................................................ 2199
POS Terminals ................................................................................ 2201
Global Options ................................................................................ 2203
Yes/No Options ............................................................................... 2205
Clerks and Employees ...................................................................... 2207
POS Screen Setup ........................................................................... 2208
Network Printers ............................................................................. 2210
Users ............................................................................................. 2212
Stock Items .................................................................................... 2214
Site Management ............................................................................ 2220
Journal History Enquiry .................................................................... 2223
MYOB Accounting Interface .................................. 2225
MYOB Accounting Interface in Idealpos .............................................. 2225
MYOB Installation ............................................................................ 2227
MYOB ODBC Direct .......................................................................... 2238
Testing the ODBC Connection ...................................................................... 2247
Accounting Module Global Debtor Export for Cash Based Accounting ... 2251
How to enable the Global Debtor Export for Cash-Based Accounting ................. 2254 Performing a Sale on a Customer Account ..................................................... 2256 Performing an Account Payment ................................................................... 2257 Edit Sales Reconciliation screen shows Sales Categories and GST Collected amounts
separately ................................................................................................. 2259
GST Accounting Basis Cash or Accrual ............................................. 2261
Connection Settings for Idealpos ....................................................... 2263
Tender Types with MYOB Accounting Interface ............................................... 2267 Sales Categories with MYOB Accounting Interface .......................................... 2271 Purchase Categories with MYOB Accounting Interface ..................................... 2273
Other POS Functions for MYOB Accounting Interface ............................ 2275
End Sales Period ............................................................................. 2286
IPS Import Data to MYOB Utility ........................................................ 2303
Reconciled Sales and Takings Report ................................................. 2306
POS Transaction Examples................................................................ 2308
Explanation of Account Adjustments .................................................. 2313
Explanation of Account Sales with Cash GST Cash Basis...................... 2315
View transferred Supplier Invoice data in MYOB .................................. 2321
Network Printers .................................................. 2325
Network Printers in Idealpos ............................................................. 2325
Adding a Printer .............................................................................. 2330
Test Printers ................................................................................... 2334
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Link Printers to POS Terminals .......................................................... 2338
Change Kitchen Printer Mapping in POS Screen ................................... 2341
Redirect EVERY Print Job .................................................................. 2345
Networking .......................................................... 2349
Networking Configuration ................................................................. 2349
Order Numbers ..................................................... 2357
Order Numbers in Idealpos ............................................................... 2357
Order Number Settings .................................................................... 2358
Using Order Numbers ....................................................................... 2363
PayPal Interface ................................................... 2367
PayPal App ..................................................................................... 2367
Setup ............................................................................................. 2368
Online ....................................................................................................... 2368 Idealpos .................................................................................................... 2369
Using PayPal ................................................................................... 2384
PDE ...................................................................... 2393
PDE in Idealpos ............................................................................... 2393
Initialize PDE .................................................................................. 2394
Prepare PDE for Communication ........................................................ 2397
Download and Execute Program on PDE ............................................. 2401
Download Stock Items and Scan Codes to the PDE .............................. 2410
Download Only New Items to the PDE ................................................ 2415
Link Scan Codes to Stock Items Using PDE ......................................... 2418
Stock Received Using PDE ................................................................ 2427
Stock Transfers Using PDE ................................................................ 2438
Stocktake Using PDE ........................................................................ 2447
Stock Labels Using PDE .................................................................... 2457
Pending Sales ....................................................... 2467
Pending Sales in Idealpos ................................................................. 2467
Pending Sale Settings ...................................................................... 2469
Saving a Sale .................................................................................. 2478
Retrieve a Saved Sale ...................................................................... 2480
Pending Sales Related Reports .......................................................... 2483
POS Screen Setup ................................................. 2485
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POS Screen Setup in Idealpos ........................................................... 2485
Screen Resolution ............................................................................ 2487
Buttons .......................................................................................... 2489
Function List ................................................................................... 2497
POS Screen Layouts ......................................................................... 2565
POS Screen Programming ................................................................. 2570
Creating New Buttons ................................................................................. 2576 Additional Links.......................................................................................... 2580 Delete Buttons ........................................................................................... 2580 Moving Buttons between Tabs ...................................................................... 2580 Copy Tabs ................................................................................................. 2580 Allow Live Button Programming.................................................................... 2582
Grids.............................................................................................. 2584
Menus ............................................................................................ 2593
POS Screen ........................................................... 2603
POS Screen in Idealpos .................................................................... 2603
Sale Details Window Top Left ......................................................... 2607
Advanced Functions and Numeric Buttons Top Right ......................... 2609
Tabs or Pages Bottom Half ............................................................. 2610
Tender Section Bottom Half ........................................................... 2611
Customer Section Bottom Right ...................................................... 2612
POS Terminal Settings .......................................... 2613
POS Terminals ................................................................................ 2613
Networking ..................................................................................... 2615
Copy Settings from POS # ................................................................ 2618
POS Terminal Programming .............................................................. 2621
Receipt Printer ................................................................................ 2623
Kitchen Printers ............................................................................... 2631
Customer Display ............................................................................ 2636
Clerk/Customer Readers ................................................................... 2653
Other Peripherals ............................................................................ 2657
EFTPOS .......................................................................................... 2662
Miscellaneous .................................................................................. 2664
Import/Export ................................................................................. 2670
POS Settings ................................................................................... 2680
Other ............................................................................................. 2684
POSServer ............................................................ 2687
POSServer in Idealpos ..................................................................... 2687
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POSServer Installation ..................................................................... 2688
POSServer Configuration .................................................................. 2693
Backup Menu ............................................................................................. 2696 Stock Manage Menu ................................................................................... 2703 Advanced Menu ......................................................................................... 2708 PayPal ...................................................................................................... 2712 Options ..................................................................................................... 2713
POSServer Settings ......................................................................... 2715
POSServer Communications .............................................................. 2727
If POSServer Fails ........................................................................... 2730
Price Levels .......................................................... 2733
Price Levels .................................................................................... 2733
Settings ......................................................................................... 2735
Clerk .............................................................................................. 2736
Price Level Override ......................................................................... 2741
POS Terminal .................................................................................. 2742
Special Price Schedule...................................................................... 2743
Buttons .......................................................................................... 2744
Grid/Menu ...................................................................................... 2745
Customer ....................................................................................... 2747
Customer Type ................................................................................ 2748
Customer Date ................................................................................ 2749
StarrServer ..................................................................................... 2750
Sale Type ....................................................................................... 2751
Price Level Mapping ......................................................................... 2752
Price Level Related Reports ............................................................... 2753
Promotions ........................................................... 2757
Promotions in Idealpos ..................................................................... 2757
Promotion Link Enquiry ............................................................................... 2760 Order of Priority for Discounts/Surcharges/Promotions .................................... 2762 Promotion Discount Distributed Amongst Stock Items ..................................... 2764 Selecting Stock Items ................................................................................. 2766
Promotion Discount Types ................................................................ 2770
$ Discount off Items ................................................................................... 2771 % Discount off Items .................................................................................. 2772 Fixed Price for Items ................................................................................... 2775 Bonus Stock Item ....................................................................................... 2776 Cheapest Item % Discount .......................................................................... 2778 Unit Price Each ........................................................................................... 2781 $ Discount off Total .................................................................................... 2782 Expensive Item % Discount ......................................................................... 2784
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$ Discount Each Item ................................................................................. 2787
Promotion Groups ............................................................................ 2789
Promotions Grid .............................................................................. 2791
Expired Promotions .................................................................................... 2793 Promotion Priority Level .............................................................................. 2794 Copy Promotion ......................................................................................... 2796
Promotion On/Off ............................................................................ 2798
Promotion Examples ........................................................................ 2802
Priority Change Affects Same Items .............................................................. 2802 Set Multiple Trip Levels for the Same Items ................................................... 2804 Promotion Tripped by Quantity or Amount ..................................................... 2806 Multiple Trip Quantities and Amounts ............................................................ 2808 Promotions Tripped Multiple Times ............................................................... 2810
Promotion Filters ............................................................................. 2811
Promotion Labels ............................................................................. 2813
Promotions Related Reports .............................................................. 2817
Purchase Categories ............................................. 2819
Purchase Categories in Idealpos ........................................................ 2819
Create Purchase Category ................................................................ 2820
Linking Purchase Categories to Stock Items ........................................ 2822
Purchase Category Reports ............................................................... 2823
Purchase Category Related Reports ................................................... 2824
Raffles .................................................................. 2827
Raffles in Idealpos ........................................................................... 2827
Raffle Setup .................................................................................... 2828
Configure Raffles ............................................................................. 2829
Raffles and Promotions ..................................................................... 2835
Inhibit Raffle Ticket Sales ................................................................. 2837
Selling Raffle Tickets ........................................................................ 2840
Drawing Raffles ............................................................................... 2842
Range Programming ............................................. 2851
Range Programming Stock Items ...................................................... 2851
Receipt On/Off ..................................................... 2855
Receipt On/Off Function ................................................................... 2855
Using Receipt On/Off ....................................................................... 2856
Received Account/Paid Out Functions .................. 2857
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Received Account/Paid Out ............................................................... 2857
Received Account and Paid Out Settings ............................................. 2859
Using Paid Out ................................................................................ 2860
Using Paid In .................................................................................. 2862
Refunds and Credit Notes ..................................... 2865
Refunds and Credit Notes in Idealpos ................................................. 2865
Refund and Credit Note Settings ........................................................ 2866
Refunds .......................................................................................... 2875
Credit Notes ................................................................................... 2877
Refunds & Credit Notes Related Reports ............................................. 2885
Reports ................................................................ 2893
Reports in Idealpos .......................................................................... 2893
Financial ......................................................................................... 2897
Sales ............................................................................................. 2908
Stock Control .................................................................................. 2957
Purchases ....................................................................................... 2981
Customers ...................................................................................... 2993
Employees ...................................................................................... 3023
Restaurant...................................................................................... 3030
Reservations ........................................................ 3039
Reservations in Idealpos................................................................... 3039
Accessing Reservations .................................................................... 3040
Reservation Settings ........................................................................ 3042
Setup Reservations .......................................................................... 3048
Reservation Screens ........................................................................ 3052
Using Reservations .......................................................................... 3063
Reservations Support ....................................................................... 3071
ResPAK Interface ................................................. 3075
ResPAK Interface in Idealpos ............................................................ 3075
ResPAK License ............................................................................... 3077
Settings Idealpos .......................................................................... 3078
Settings ResPAK ........................................................................... 3080
Restaurant & Table Map ....................................... 3083
Restaurant & Table Map in Idealpos ................................................... 3083
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Restaurant Settings ......................................................................... 3085
POS Options .............................................................................................. 3085 Global Options ........................................................................................... 3089
Table Maps ..................................................................................... 3148
Table Details ................................................................................... 3154
Table Summary ............................................................................... 3158
Using the Table Map ........................................................................ 3159
Bill Splitting .................................................................................... 3170
Using Seat Numbers ........................................................................ 3177
Fine Dining Options ......................................................................... 3178
Room Interface .................................................... 3185
Room Interface Module .................................................................... 3185
Registration Settings .................................................................................. 3185 Settings .................................................................................................... 3186
Charts ............................................................................................ 3188
Settings .................................................................................................... 3188 Using Charts .............................................................................................. 3190
ChoiceAdvantage ............................................................................. 3195
Settings .................................................................................................... 3195
Guest Centrix .................................................................................. 3196
Settings .................................................................................................... 3196 Using Guest Centrix .................................................................................... 3199
GuestPoint ...................................................................................... 3202
Settings .................................................................................................... 3202
Hirum ............................................................................................ 3203
Settings .................................................................................................... 3203 Using Hirum .............................................................................................. 3206
Newbook ........................................................................................ 3210
Settings .................................................................................................... 3210 Using Newbook .......................................................................................... 3212
RezBook ......................................................................................... 3216
Settings .................................................................................................... 3216 Using RezBook ........................................................................................... 3218
RMS ............................................................................................... 3222
Settings
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