tabshop - point of sale (pos) android app user manual

TABSHOP – POINT OF SALE

Quick Start User Manual

Start Screen / Main Menu

Product Management• Enter/Delete/Modify Products• Import/Export Product Lists


Tax Management• Enter/Delete Taxes


Discount Management• Enter/Delete/Modify

Discounts


Main Cashier Screen• Select Products into Cart• Switch between Tables• Scan Products• Checkout Invoice• PRO: Print Order for Kitchen Chef• Print Invoice (ASCII and PDF)


Inventory Management• View a list of available Stock• Add incoming Stock


Invoice Archive Management• View Invoice Archive• Refund/Cancel/Delete Invoices• Date Filter• PRO: CSV Export Invoice Archive• Print Invoice • Email Invoice• PRO: Send/Share Invoice Archive


Account Management• View Account Values• View Daily Report• PRO: Generate Profit Chart• PRO: Generate Day-Report PDF


Settings• Printer Address and Settings• PRO: Password• Currency• Invoice Texts• PRO: PayPal Settings• PRO: Number of Tables• Backup and Restore Database• PRO: Sync between Devices


TabShop News• InApp Store for new

Features• News and Announcements


Exit TabShop• Quit App

Product Management

PRO: Export the Product Stock List as CSV

Permanently Delete ALL Products and Stock!

Create a New Product

PRO: Import a Product Stock List from a CSV File

Share Product CSV

Product Management

Show all Information for selected Product Modify an existing Product

Scan or Type for Product Search

Delete the selected Product

Create A New Product

Short Display Title

Multiline Product Description

Unique Product ID (Barcode)Either you scan the Barcode, or you can use any other unique identifier

Selling Price

Cost Price

Tax that is bound to that product

Discount that is set for that product

Set a category path in which this product should appear. E.g. by setting it to / it will appear within the root folder, /drinks will appear in drinks folder

Stock Quantity defines how many items are left to sell. If quantity is zero, the Product will disappear!

Edit/Change An Existing Product

Changing any attributes of an existing Product is exactly the same as creating a new one, except that it is not possible to change the Unique Identifier. Otherwise the back-office database would not be consistent any more.

Show An Existing Product

Displays all relevant information of a selected product. This view is just an information screen without any modification possibilities.

PRO: Export/Import of CSV Product Lists

TabShop is able to export the entire product list into a single CSV file (products.csv) that most external programs can handle, such as Microsoft Excel.

After a successful export process, TabShop stores the resulting CSV file (products.csv) into the Apps local files folder: /data/at.smartlab.tshop/files

It is highly recommended to install an external file manager App (such as OI File Manager) in order to handle the folder and file selection.

https://play.google.com/store/apps/details?id=org.openintents.filemanager


Exported CSV Product Lists are in following format:

"id","title","description","price","costprice","taxid","stockqty","discountid","category"

"1","Cake","Sweet cake","2,99","1,00","1","100,00","0","/Sweets“

"2","Cookie","Sweet cookie","1,99","1,00","1","100,00","0","/Sweets“

"3","Burger","Meat Burger","3,99","1,50","1","93,00","1",""

"4","Coke","Soft Drink","1,75","1,00","1","90,10","1",""

During the Import process, keep in mind that your data has to fulfill exactly the CSV format above!

Every Value has to be within double quotes! Every product has to be within one line!


Export the CSV Product List and share it by Google Drive, Mail and any other sharing App that is registered on your Android Device.

Show An Existing Product

Displays all relevant information of a selected product. This view is just an information screen without any modification possibilities.

Create A New Tax

Define a new Tax as well as a value in percent.

Keep in mind that once a Tax is defined and was used within a Product or Invoice, the back-office database gets invalid if the Tax is deleted!

Modify or Delete a Tax

Permanently delete a Tax

Modify existing Tax

Modify existing Tax

Modify existing Tax

Create A New Discount

Permanently delete a DiscountDefine a new Discount as well as a value in percent.

Modify or Delete a Discount

Permanently delete a Discount

Modify existing Discount

Modify a Discount

Discount identifier

Discount in percent

Inventory Management

Click to sort Inventory list according to stock size.

Click on a stock item to start the restock process for the selected product, explained in detail within the next slide.

Click to sort Inventory list according to product titles.

Inventory Management Restock

Basic information about the product to restock.

Set the cost price that was paid for the new amount of stock. If the new cost price is different from the cost price actually set for the product, the actual cost value is automatically changed according to the mean value of old and new prices (sliding average method).

Set the quantity of the selected product that should be added to the actual stock amount. Optional set a name of the supplier that delivered the products.

Invoice Archive Management

Select one or more invoices to handle at once.

Define the time period for viewing the list of invoices.

Choose the action to perform on one or more selected invoices:• PDF generation• Print with ASCII printer• Email• Share• Cancel (mark as cancel)• Refund (mark as refund)• Export CSV (export all invoices

as CSV file)

Settings

Price of products already contain tax or tax is calculated on top of the price

Select the currency TabShop should use

Select a short name of your business

Enter your PayPal Business Account

Full Company Name and Address to appear on every invoice

Title of invoices, in your own language

Text that contains wire transfer info, if customer wants to checkout by invoice

Define a point of sale id that is part of the invoice number, in case you operate more than one TabShop devices.

Settings

Text that contains wire transfer info, if customer wants to checkout by invoice

Define a point of sale id that is part of the invoice number, in case you operate more than one TabShop devices.

Enter the network (IP) address of your printer

Force the invoice print output to this number of columns

PRO: Define the number of tables (open invoices)

PRO: Enable and define a password for sensible parts of TabShop

Settings: Backup and Restore

Backup and Restore entire Database:• By a click on ‚Backup All‘ TabShop

exports the entire database to your root folder (search for products.db, invoices.db, invoicepositions.db, taxes.db, discounts.db, account.db)

• Restore takes the files from the same location and overrides the actual database with the given files.

• The exported files are in standard SQLite format, so you can use any external tool to manually check and edit these files before restoring them.

PRO: Define a TabShop Server

Enter the TabShop Sync Settings to define TabShop Servers and clients. TabShop Servers send Stock lists, Taxes and Discounts to all clients and receive all invoices that were finished at the clients.

If a server collects invoices from more than one client TabShop, it is a good idea to set a unique POS id for each TabShop device, in order to distinguish between the different invoices!e.g.: Server = 1, Client = 2, Client = 3, …

PRO: Define a TabShop Server

Enable if this TabShop acts as a Client and receives Stock, Taxes and Discounts from a server TabShop.

Enable to state that this TabShop acts as a Server and sends Stock, Taxes and Discounts.

Leave all client settings empty.

Define the server port, choose a username and password which is then used by a client to connect to this server

PRO: Define a TabShop Client

Enable if this TabShop acts as a Client and receives Stock, Taxes and Discounts from a server TabShop.

Leave all server settings empty.

Enter the address of a TabShop server to sync with and the user name and password that was defined at the server side.If the server address can be reached it appears in green color (e.g.: http://10.0.0.10:8080)Also define a sync interval in seconds.

Account Management

PRO: Generate an End of Business Day Report as PDF file

Reset Account, Reset Day permanently deletes the actual account and day statistics!

Reset Invoices permanently deletes all the Invoices Archive from the database!

Shows the summary statistics for the actual day and for the account

PRO: Select start and end date for generating a profit chart

PRO: Account Management Charts

Generate Profit / Sales Charts for a given period

Main Cashier Screen

Select 1 piece of a product, or use numbers to type an amount before the click on a product.

PRO: Print order for the kitchen chef

Scan a barcode to select a product. Its necessary to install an external barcode scan App

Start the checkout process to print an invoice

Type a product name or number to select a product. Type a custom

Invoice position.

Main Cashier Screen

Delete the selected position

Click on a position to open context menu

Override discount for this position

Override tax for this position

Main Cashier Screen

Check ‚All‘ if override of discount should be applied for all positions in list

Override discount with tis given percent value

Main Cashier Screen

Override the selected position with a different tax

Main Cashier Screen

Left swipe the screen to see the list of available tables (open invoice lists). Click on a table to change the actual working position list

Main Cashier Screen

Enter the amount of given cash to calculate the return cash. Only relevant of payment selection is cashSelect payment method

Select customer from Android Contacts Check if customer information

should be included on invoice, if PDF should be generated and if the invoice should be printed