officecentral point of sale training slides

OfficeCentral Training POS

ByAuthentic Venture Sdn Bhd

(Training and Support)support@ventures.com.my

OfficeCentral POS

OfficeCentralPOS Cloud

POS Locals (Terminals)

On POS Local Startup:Sync data (inventory, menu, user, pricelist)

Counter 4Counter 3Counter 2Counter 1

TransactionsTransactions TransactionsTransactions

OfficeCentral POS - Steps

1. Create category (can be done in CRM or POS)2. Create inventory (can be done in CRM or POS)3. Define general setting (currency, tax)4. Create Menu5. Register POS (POS Tag)6. Download and Install POS Local (WinRar required)7. Register user for Local POS8. Restart POS and start using.9. Reports and charts can be obtained in OfficeCentral

POS.

OfficeCentral POS – Requirements

Before you use OfficeCentral POS, you must1. Have a working PC to install POS Local2. WinRar to extract installer3. You have already added locations in of your

POS4. Staff you want to add as cashier or admin of

POS

OfficeCentral POS -FAQs

1. If I have already assigned my staff with OfficeCentral account, do I still need to create POS Local account?

2. For each POS Local account created, will it be deducted from 10 OfficeCentral users?

3. Is there any limit for POS or POS users registered?4. I have already added inventories and categories to

my company account but my Local POS is not showing any item?

OfficeCentral POS – General Settings

OfficeCentral POS – Exercise 1

• Please define your general settings as followed:– Currency = RM– Income Tax = 0.05– Service Tax = 0.00

OfficeCentral POS – List Menu

OfficeCentral POS – Add Menu

OfficeCentral POS - Menu

• Few recommended actions1. Use pictures (Inventory)2. Minimum inventory in a menu (5 items)3. Maximum inventory in a menu (50 items)

OfficeCentral POS – Exercise 2

1. Create a menu called Popular Items with a description of Best Selling Items and add Blueberry Cheese Cake and Black Forest Cake.

2. Create another menu called All with a description of All Items and add all inventories you have created previously.

OfficeCentral POS – List POS

OfficeCentral POS – Register POS

OfficeCentral POS – Exercise 3

• Register a Local POS under your Headquarters and name the POS as Counter 1 HQ. Put down the description as First Counter in Headquaters. Assign POS Tag starting with cookies (low case), followed by three random digits. Make sure you jot down the POS Tag so you can activate your Local POS once installed.

OfficeCentral POS - Download POS

Install Step 1

Install Step 2

Install Step 3

Install Step 4

Install Step 5

OfficeCentral POS – List Users

OfficeCentral POS – Add Users

OfficeCentral POS – Exercise 4

1. Install POS and use Tag you added on Exercise 3.2. Add a user account for you and Emery. Emery should be

added as normal cashier on Counter 1 HQ POS and you should be assigned as POS Admin for Counter 1 HQ POS. Use information below to create the accounts.– Emery

• Username : emery• Display Name : emery• Password : emery123

– You• Username : admin• Display Name : admin• Password : admin123

OfficeCentral POS – Sync (Startup)

OfficeCentral POS – POS Local Login

OfficeCentral POS – POS Local Interface

OfficeCentral POS – Reports and Charts

1. Main Dashboard2. Transaction Log3. Daily Sales Trend4. Weekly Sales Trend5. Monthly Sales Report

OfficeCentral POS - Summary

1. OfficeCentral cloud is used to define Inventory, Menu, Settings, Register POS and Register POS User.

2. Reports and charts can be viewed in OfficeCentral Cloud.

3. Daily transactions are done on POS Local.4. POS Local users not necessarily have

OfficeCentral account and vice versa.

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