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OfficeCentral Training POS By Authentic Venture Sdn Bhd (Training and Support) [email protected]

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Page 1: OfficeCentral Point of Sale Training Slides

OfficeCentral Training POS

ByAuthentic Venture Sdn Bhd

(Training and Support)[email protected]

Page 2: OfficeCentral Point of Sale Training Slides

OfficeCentral POS

OfficeCentralPOS Cloud

POS Locals (Terminals)

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

Counter 4Counter 3Counter 2Counter 1

TransactionsTransactions TransactionsTransactions

Page 3: OfficeCentral Point of Sale Training Slides

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.

Page 4: OfficeCentral Point of Sale Training Slides

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

Page 5: OfficeCentral Point of Sale Training Slides

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?

Page 6: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – General Settings

Page 7: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – Exercise 1

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

Page 8: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – List Menu

Page 9: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – Add Menu

Page 10: OfficeCentral Point of Sale Training Slides

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)

Page 11: OfficeCentral Point of Sale Training Slides

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.

Page 12: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – List POS

Page 13: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – Register POS

Page 14: OfficeCentral Point of Sale Training Slides

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.

Page 15: OfficeCentral Point of Sale Training Slides

OfficeCentral POS - Download POS

Page 16: OfficeCentral Point of Sale Training Slides

Install Step 1

Page 17: OfficeCentral Point of Sale Training Slides

Install Step 2

Page 18: OfficeCentral Point of Sale Training Slides

Install Step 3

Page 19: OfficeCentral Point of Sale Training Slides

Install Step 4

Page 20: OfficeCentral Point of Sale Training Slides

Install Step 5

Page 21: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – List Users

Page 22: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – Add Users

Page 23: OfficeCentral Point of Sale Training Slides

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

Page 24: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – Sync (Startup)

Page 25: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – POS Local Login

Page 26: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – POS Local Interface

Page 27: OfficeCentral Point of Sale Training Slides

OfficeCentral POS – Reports and Charts

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

Page 28: OfficeCentral Point of Sale Training Slides

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.

Page 29: OfficeCentral Point of Sale Training Slides

END