frcs free pos...note: frcs free pos supports all invoice types (normal, proforma, training and...

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Change log Author Description Date DTI Initial outline 15.05.2018 v. 1.0 Disclaimer: for the testing purposes and for creating screenshots in this manual, iPhone 7 has been used, thus the app might look different depending on the type and model of the iOS device you are using. FRCS Free POS Installation and User Manual iOS 11 (11.3.0) v. 1.3

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Page 1: FRCS Free POS...NOTE: FRCS free POS supports all invoice types (Normal, Proforma, Training and Copy). Invoice types Normal sale: It applies to all goods and services sold to a customer

Change log

Author Description Date

DTI Initial outline 15.05.2018

v. 1.0

Disclaimer: for the testing purposes and for creating screenshots in this manual, iPhone 7 has been used, thus

the app might look different depending on the type and model of the iOS device you are using.

FRCS Free POS

Installation and User Manual iOS 11 (11.3.0)

v. 1.3

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FRCS Free POS for iOS

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Table of Contents

Introduction 3

How FRCS free POS can help you 3

How to install and configure FRCS free POS 4

Before you install 4

Requirements 4

Installation 4

App download and certificates 4

Installing certificates 4

Configuring FRCS free POS 9

Connecting to V-SDC or E-SDC 10

Adding Taxes 11

Adding Cashier 12

Working with FRCS Free POS 14

Managing catalog items 14

Creating invoices 15

Invoice types 16

Sharing Receipts 19

Journal 20

Data Management 20

Export and Import Catalog 20

Export Catalog 21

Import Catalog 24

Export and Import Invoices 26

Export Invoices 26

Import Invoices 27

Disclaimer 29

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Introduction

The FRCS Free POS system is an iOS POS app for any small or medium-sized business. It offers the end user a

friendly interface which incorporates touch input while interfacing to the standard of POS needed in the retail

industry. The product was designed to resolve the need for a fully functional mobile POS solution required in

retail stores where the necessity to satisfy customer convenience is of the utmost importance, while allowing

a retailer to easily support and run the POS application without complex adjustments.

How FRCS free POS can help you

Expand Selling Space - FRCS Free POS app does not require any fixed area or additional space in the premises.

Freed up space can be used for expanding produce presentation.

Minimize Queueing – By using FRCS Free POS, your customers won’t have to wait in long lines at the POS. You

can check them out anytime and anywhere in the premises.

Highest Trading Periods - FRCS Free POS app comes in very handy for rush hours, special promotions and

outdoor sales.

Customer First - FRCS Free POS app allows you to walk your customer through the premises offering

assistance, eliminating the need for the customer to wait for service or check out. This kind of shopping offers

the most personal experiences and will bring new levels of customer satisfaction to your business.

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How to install and configure FRCS free POS

Before you install

Requirements

Before you can start using FRCS free POS app, make sure you have met several requirements:

• Functioning iOS handheld device (iPhone or iPad) running on iOS 11 +

• Available internet connectivity

• Functional built-in camera

• Active account on TAP portal (for more information on using TAP portal, please refer to User Manual for

Taxpayer Portal https://www.frcs.org.fj/our-services/vat-monitoring-system-vms/documentation-

manuals/)

Installation

App download and certificates

Before you can start issuing receipts, you need to download FRCS free POS app onto your handheld device

(iPhone or iPad) from the following URL on App Store:

Insert link here (When available)

Next, visit TAP portal at https://tap.staging.vms.frcs.org.fj/ or https://tap.vms.frcs.org.fj/ and request

certificate(s) issuing (for more information on how to request certificate(s) issuing, please refer to User

Manual for Taxpayer Portal, Request additional Certificates section)

Installing certificates

Once your request for certificate(s) issuing has been approved, you will receive an email with all necessary

files, credentials: UID(s), password(s) and POS Access Code (PAC), and activation URL(s).

HELP TIP: Since you will have to install the certificate(s) on your handheld device, we suggest you open the

email and save the files directly from your device. For this action, you need to use default Apple mail app.

NOTE: Installing certificates applies only for accessing V-SDC, and it's not required for accessing E-SDC.

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Figure 1 Email with certificates and credentials (on desktop)

Figure 2 Email with certificates and credentials (on iPhone) Figure 3 Email with certificates and credentials (on iPhone)

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If not already installed, you can install ICA and RCA only once on the device and environment on which you

will use FRCS free POS.

Next, install Root Certificate to Trusted Root and issue Certificate to Intermediate Root.

Figure 4 Tap on the certificate Figure 5 Click Install in the top right corner of the screen

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Figure 6 Type in Your iPhone password Figure 7 Tap on Install

Figure 8 Profile installed

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Repeat the process for all attached files. (ICA, RCA and .pfx file)

If you have to install the certificate from .pfx file, then you will have to enter a valid password emailed to you

along with the .pfx file(s). However, if you are downloading certificates via activation link, downloaded files

will have p12 extension.

Figure 9 Browse for. pxf file Figure 10 Enter valid password from the e-mail You have received

Figure 11 Go to Settings – General – About – Certificate Trust Settings Figure 12 Toggle on VMS RCA Staging

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Configuring FRCS free POS

Now that you have installed necessary certificate(s), it's time to configure the app prior to actual use.

You can do that by launching the app, going to “Settings” page, option “Certificates” and selecting a valid

certificate by clicking on it.

Figure 13 Choose certificate. (You will have to enter PAC) Figure 14 Certificate selected

Here you will find a list of all installed certificates you want to use when signing invoices.

NOTE: You can choose only one certificate.

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Connecting to V-SDC or E-SDC

In order to configure the connection to V-SDC, select SDC Server from Settings menu item:

Figure 15 Select SDC Location

Once you access the dialog, enter name of the server, its URL, and tap on Update.

NOTE: App comes with already set SDC location / server for Production environment.

Active V-SDC servers (In the current version of the FRCS free POS app, URL needs to end with "/"):

Production: https://vsdc.vms.frcs.org.fj/

Staging: https://vsdc.staging.vms.frcs.org.fj/

Figure 16 Adding V-SDC or E-SDC connection

NOTE: Only one connection can be established at a time, meaning you can either connect to V-SDC or E-SDC server, but never both at the same time.

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Adding Taxes

In order to access add new taxes dialog, from the Settings Menu, tap on Taxes:

Figure 17 Select Taxes

Once you have accessed the listing, tap on top right icon to add a new tax. Add Tax label and tap Enter.

NOTE: App comes with already set Tax rates. Production and Staging environments have the same tax labels.

Valid tax labels:

• Tax Label A - VAT

• Tax Label B - Tax on net

• Tax Label E - STT

• Tax Label F - ECAL

• Tax Label P - Plastic Bag Levy

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Figure 18 Select Taxes Figure 19 Valid tax label listing

You can also delete taxes by tapping on icon (trashcan), because there is no option for editing already entered

taxes.

Adding Cashier

You can easily add one or more cashiers by tapping on Cashier TIN from Settings menu:

Figure 20 Add Cashier

You can add all cashiers that will be using your POS app on that particular device by tapping icon, however

only one can be active. You can always swap between cashiers, depending on their working shifts, by simply

tapping on cashier's name.

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Add new cashier by tapping and entering their Name and/or employee Tax Identification Number (TIN).

To edit existing cashiers, tap on their name and tap Edit in the top of the screen.

Figure 21 Cashier list

To delete existing cashier, simply tap on trashcan icon .

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Working with FRCS Free POS

Now that you have met all necessary requirements, it's time to start using your FRCS free POS app.

Managing catalog items

Before you can start issuing invoices, you have to add your products / services to the Catalog. Tap on icon

and select Catalog.

Figure 22 Select catalog

In order to add items, tap on icon, and fill in all mandatory fields, Name and Unit price - in addition you

can add GTIN and Tax label (most items will have A label), which are optional.

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Figure 23 Fill in product / service info Figure 24 Product / service list

To browse the Catalog items, you can tap on icon search icon in to top right corner and enter item's name or

GTIN.

To delete existing items, tap on icon

To edit existing item, tap on “Edit”.

Creating invoices

When you have successfully added all your products / services to the Catalog, you are finally all set up for

issuing the invoices. On initial use, there will be no invoices.

Tap on icon and select .

Once you click , You can add items by using one of three options on the top right

Search by Name or GTIN , tap on to add a new item, or scan GTIN by tapping on and use your

device's camera.

When you have added all required items, tap on on the bottom of the

screen.

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Figure 25 No invoices Figure 26 Adding items

If necessary, you can edit quantity for each item by tapping on .

Figure 27 Change quantity

At this point you can enter Buyer TIN and Cost Center (if required), choose Invoice type and Transaction, and

Payment method.

NOTE: FRCS free POS supports all invoice types (Normal, Proforma, Training and Copy).

Invoice types

Normal sale: It applies to all goods and services sold to a customer or another business by any means of

payment

Proforma: Billing for payment before providing the service or product typically calls for a Pro forma invoice.

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Training: This type is used only when its necessary to train a cashier for operations in real working

environment. This type is monitored by FRCS and will attract audit if frequently used

Copy: re-issuing of a Normal sale receipt

Figure 28 Invoice Types Figure 29 Reference Document No

NOTE: If you choose Refund or Copy, a mandatory Ref. Doc. No field will appear on the invoice dialog.

NOTE: Ref. Doc. No field represents a referent No. of a Normal Sale invoice type.

If you want to delete a single item, tap on icon next to that item. You can delete all items from the invoice

by tapping on icon .

When you have added all required items and their quantities, simply tap on to

finish.

NOTE: On the first launch, and each time the app has been relaunched, prior to finishing the receipt, you have

to enter PAC for V-SDC connection or PIN for E-SDC connection. In addition, if you change the certificate, you

will have to enter a valid PAC / PIN as well.

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Figure 30 Enter valid PAC Figure 31 Enter valid PIN

Figure 32 Finish the receipt Figure 33 Receipt is ready

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Sharing Receipts

Once you have finished the receipt, you can share it with your customer in several ways. You can print it to

Google Print, send it via Bluetooth, email it or save it as .pdf, etc... by tapping on top right.

Figure 34 Share the receipt via Gmail, bluetooth, Google Drive etc.

Example of saving receipt as .pdf file:

Figure 35 Save as .pdf Figure 36 PDF of the receipt

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NOTE: The list of available apps for sharing / storing, will vary, based on the apps installed on your device.

Journal

Here you can find the list of all issued invoices on your device.

Figure 35 List of all issued invoices Figure 36 Search invoices

If you are looking for a specific invoice(s) tap on advanced search icon

Data Management

FRCS free POS enables you to import or export Catalog items and issued Receipts, and that can save you a lot

of time when configuring the app.

Export and Import Catalog

FRCS free POS app enables integration with other systems:

• Products/Services and prices are defined in company HQ

• List is exported in .json format and sent to travelling salesmen

• Travelling Salesman imports new catalog

• New products, services and prices are available on Free POS

Your company's products and/or services and prices, can be defined in advance in the company's HQ.

In order to access Export / Import Catalog menu items, select item from the main Menu.

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Export Catalog

Export via Mail:

Figure 37 Tap on Share button Figure 38 Enter export file name

Once the menu opens, tap on button in the bottom left part of the screen. When the dialog opens, fill in

the name and tap Enter.

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Figure 39 Choose the location for saving Figure 40 Send catalog via e-mail

Next, you will be prompted to choose the location for saving exported file, you can save your file to your cloud

or send it via e-mail. In this part of the tutorial, we are going to use Mail. After choosing mail, you will see the

mail template and after typing in “To” and “Subject” fields you will be able to send the exported catalog.

Export via iCloud

Again, you will be prompted to choose the location for saving exported file, you can save Your file to Your

cloud or send it via e-mail or any other service. In this tutorial, we are going to use iCloud. After choosing the

location, you will see the name and the file format of the exported file (example: exportCatalog.json), and

then you can tap on Add.

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Figure 41 Save To Figure 42 Selected location

This is how the contents of the exported exportCatalog.json look like:

Figure 43 Exported exportCatalog.json

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Import Catalog

Importing products / services Catalog operates via iCloud or e-mail.

Import Catalog via iCloud

First, you will enter your iCloud and find previously stored Catalog file. After finding the file, you will click on it

and it will open.

Figure 44 Browse Your iCloud Figure 45 Contents of exported catalog

Once the Export file is shown, you can tap button in the top right corner on the screen and choose

“Copy to FRCS free POS”. Once you do that, imported Catalog file will be available in the app.

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Figure 46 Copy to FRCS free POS Figure 47 Imported Catalog

Import via Mail

First, you have to find the e-mail with your Catalog file attachment. After browsing for the e-mail containing

exported catalog, you can tap on attachment and it will open. Next, in the top right corner tap button.

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Figure 48 Browse for email with exported catalog Figure 49 Contents of exported catalog

After tapping button, you will access the share screen, where you can choose “Copy to FRCS”. Your

catalog is now available in the app.

Export and Import Invoices

FRCS free POS app enables integration with other systems:

• Travelling Salesman exports all receipts in .json format

• File is sent by email to backend system

• Backend system automatically imports new invoices

Whenever situation requires, you may either export all invoices from the Journal or import previously

exported list.

In order to access Export / Import Invoices menu items, select item from the main Menu.

Export Invoices

When exporting invoices, first you need to enter Journal page on your FRCS free POS app, after you do that

tap the button in the bottom left corner of the screen. When prompted, choose option “Share via e-mail

app”. Input “To” and “Subject” field and Your mail with Journal attached will be sent.

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Figure 50 Browse for Journal Figure 51 Share via e-mail app

Figure 52 Attach exported Journal

Import Invoices

When importing invoices, you need to open the e-mail with .json file attached to it. Once you open the e-mail,

tap on the attachment and .json file will opened on your screen. Tap on the button in the top right

corner and choose “Copy to FRCS free POS” option. your Journal is now imported into the app.

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Figure 53 Brows for email with attached .json file Figure 54 Contents of .json file

Figure 55 Copy to FRCS free POS Figure 56 Imported Catalog

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Disclaimer

FRCS free POS is a free app, available for commercial use, therefore we are not responsible for the contents of

the imported / exported files, and we are not responsible for any lost data, corrupted or damaged imported /

exported files, so always make a back-up. We do not take responsibility for decisions taken and data entered

by the users of FRCS free POS based solely on the information provided in this app.