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Document No.

UM-ACCESS-02

Access Portfolio POS


v. 3.00.00

User’s Manual
Store Controller

Consultant:
ALLIANCE SOFTWARE, INC.
http://www.alliance.com.ph
Access Portfolio POS User’s Manual (Manager Edition)

COPYRIGHT AND DISCLAIMER

Copyright © 2001 by Alliance Software, Inc.


Copyright © 2001 by Access Business Tools, Inc.

The information in this documentation is subject to change without prior notice.

This publication may include typographical errors. Changes are made periodically to
the information herein, these changes will be incorporated in new editions of this
publication. Alliance Software, Inc. may make improvements and/or changes in the
product described in this publication at any time without obligation to notify any
person of such revision or changes.

All Rights Reserved. No part of this manual may be reproduced by any mechanical,
electronic or other means in any form prior written consent of the manufacturer.

TRADEMARK ACKNOWLEDGEMENT

Intel and Pentium are registered trademarks of Intel Corporation. Windows is a


registered trademark of Microsoft Corporation. Sybase is a registered trademark of
Sybase, Incorporated.
Access Portfolio POS User’s Manual (Manager Edition)

TABLE OF CONTENTS
1.0 SIGNING ON ............................................................................................. 5

2.0 STORE CONTROLLER MAIN MENU ........................................................ 6

3.0 DAILY TASKS............................................................................................ 7

3.1 Opening/Close Shop ........................................................................ 8


3.2 Cash In/Out...................................................................................... 9
3.3 Sales Receipt................................................................................... 9
3.4 Inventory In/Out .................................................................................10

4.0 INQUIRY.................................................................................................. 12

4.1 Transaction List............................................................................. 13


4.2 Product Transaction ...................................................................... 13
4.3 Promo Summary ........................................................................... 14
4.4 Tender Report............................................................................... 14
4.5 Media Ledger ................................................................................ 15
4.6 Online Sales.................................................................................. 16
4.7 Sales Summary............................................................................. 16
4.8 Sales Comparison......................................................................... 17
4.10 Inventory Analysis ................................................................................... 18
4.10.1 Product Status................................................................... 18
4.10.2 Stock Card......................................................................... 19
4.10.3 Product Summary ...................................................................... 19
4.10.4 Reorder Alert ..................................................................... 20

5.0 REPORT.................................................................................................. 22

6.0 AUDIT REPORT ...................................................................................... 23

6.1 X-Reading........................................................................................ 24
6.2 Sales Book....................................................................................... 24
6.3 Reading Trail ................................................................................... 24

7.0 MASTER RECORDS .............................................................................. 26

7.1 Product Menu.............................................................................................. 27


7.1.1 Product Master ..................................................................... 27
7.1.2 Product Category.................................................................. 29
7.1.3 Product Class ....................................................................... 29
7.1.4 Unit of Measure…………………………………………………..30
7.1.5 Edit List……………………………………………………………30
7.1.6 Update Sales Cost……………………………………………….31
7.1.7 Keyboard Mapping……………………………………………….31
7.2 Customer ......................................................................................... 32
7.3 Supplier............................................................................................ 32
7.4 Salesman......................................................................................... 33
7.5 Bank List .......................................................................................... 33
7.6 Bank Account................................................................................... 33
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7.7 Credit Company ............................................................................... 33


7.8 Region ............................................................................................. 34
7.9 Site/Location .................................................................................... 34
7.10 Terminals ..................................................................................... 34
7.11 Price Level ................................................................................... 35

8.0 MAINTENANCE....................................................................................... 36

8.1 POS Setup ................................................................................... 37


8.2 Tenant Status............................................................................... 38
8.3 Connect Tenant............................................................................ 38
Access Portfolio POS User’s Manual (Manager Edition)

1.0 SIGNING ON
1. At Sign On window, enter User ID then press <CASH ENTER>.

2. Enter Password, press <CASH ENTER>.

By default after installation, use Admin as User ID and Admin as password


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2.0 STORE CONTROLLER MAIN MENU

Store Controller provides the following customized menus to allow minimum supervision
as well as maximum control over a POS system.

• DAILY TASKS

• INQUIRY

• REPORT

• AUDIT

• MASTER

• MAINTENANCE
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3.0 DAILY TASKS

• START / END OF DAY (On pos terminal only)

- Performs the daily housekeeping work, activates cash registers, sends data
to tenant server when connected to network, updates all available product
items on database.

• CASH IN/OUT

- Tracks all activities of cash going in and coming out from the cash drawer

• SALES RECEIPT

- Displays sales details

- Allows user to void transactions

• INVENTORY IN/OUT

- Allows user to add or subtract items to/from the inventory

• PROMO PLAN

- Allows user to set promo plans for their products


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3.1 Opening/Close Shop

1. At Store Controller Main Menu select Daily Tasks

2. Select Open/Close Shop.

3. Confirm Action window will appear. Select Yes to continue.

4. Authorization window will appear. (If user is not authorized) Enter Supervisor
User ID and Password, press <ENTER>.

5. Select OK to proceed.

6. Action Completed window will appear. Select OK.

Note: This is the same as Opening the POS or Closing it or commonly known as
making the Z-reading

Start of Day
Confirmation
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3.2 Cash In/Out


A B C

1. At Store Controller Main Menu, select Daily Tasks.

2. Click on Cash In/Out Button

3. Select Document Number (A) Press F1 to search all existing transactions for
viewing. Pressing Enter instead of F1 will assign a new document number

4. Select Cash In/Out type. (B)

a. Change Fund – Change Fund made by cashier as petty cash


b. Sales – Auto Generated when transactions are made
c. Closing – Transaction for Closing
d. In – When making a cash-in operation in the middle of the day
e. Out – When making a cash out operation in the middle of the day

5. Click Add Item or press <Alt-A> to add tender type if for example for a single
transaction two type of tenders were involved such as depositing a cash amount
and paying an Electric bill by check.

6. Fill up the following necessary entries and click Save.

7. Click on Options (D) for other functions


a. Compute Recorded Transactions – Applicable only for Closing type of
transaction,
b. Zoom to Sales transaction – Click this to have a detailed view of the
sales transaction by receipt.
c. Open Ledger – Clicking this will open the Media Ledger and will open all
other types of payments made (i.e. Cash, Check, Card, etc.)
Note: To remove a Tender type item, click Remove. To remove/delete a record, click
Delete.

3.3 Sales Receipt


1. At Store Controller Main Menu, Select Daily Tasks.
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2. Select Sales Receipt.

3. Choose T/M ID by typing the terminal number or press F1 to select from available
terminals (*)

4. Enter Receipt # by typing the actual receipt number or press F1 to manually


search the receipt.

5. Press <CASH ENTER>. A detailed summary of the receipt will be displayed

6. To view another transaction with different receipt #, click Clear.

7. Repeat steps 3-4, otherwise, select Close to exit.

8. Select Print or press <Alt-P> to generate a report on a transaction specified.

9. For transactions, which were returned, search for the correct receipt number,
click Void or press <Alt-V> to void it.

* - Applicable only for Client/Network Environment

3.4 Inventory In/Out


A B C D

1. At Store Controller Main Menu, select Daily Tasks.

2. Select Inventory In/Out.

3. At the TRX entry box (A) choose the appropriate transaction type.

a. In – When products to be encoded are coming in the site


b. Out – When products to be encoded are going out of the site.
c. Maintenance – When items encoded are not for sale but for inventory
purposes only.
d. Theft – When products are reported as theft
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PRESS F1 TO SEARCH ALL TRANSACTIONS OF THE SAME TYPE


WITH NO.3
4. Type Date.

5. Choose from what Site the transaction is being made (If you have multiple ware
housing of inventory)

6. Click Add Item.

7. Enter a Product ID or use Search function.

How to use the Search function:

a. At the entry box press <ENTER> or <F1> top open the Search window.

b. At the Find entry box, enter key words of the item you wish to search (i.e.
type “orange” to display all encoded products with “orange” as part of the
Product Description). Leave blank to display all items. Press <ENTER>.

c. Choose or highlight an item from the search list, press <ENTER>.

d. The Product ID of the chosen item will appear on the entry box, press
<ENTER>.

8. Enter the corresponding Quantity for item.

9. Repeat steps 5-7 to add more items.

3.5 Promo Plan


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4.0 INQUIRY

• TRANSACTION REPORT

- Lists all transactions made and can be filtered by period, by cashier ID or by


terminal

- Lists all sold items and can filtered by product or by category

- Lists activities of all consignment items

- Shows top-selling products

- Lists all promotional items sold

- Tracks down all transactions according to tender (cash, check, credit, charge)

• SALES ANALYSIS

- Snap-shot of up-to-the-last-minute sales transaction

- Shows sales summary reports by the hour, day, week, month, or year

- Compares sales between two periods for analysis

• INVENTORY ANALYSIS

- Keeps track of quantity of products on-hand

- Generates electronic stock card

- Shows summary of products in/out

- Generates list of items for reorder

• CASH IN/OUT LEDGER

- Shows details of all cash in/out transactions


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4.1 Transaction List


TO VIEW TRANSACTIONS OF THE DAY
1. Enter desired Period of sales history.

2. Enter Receipt # if you wish to view only one transaction. Leave it blank to
view all transactions.

3. Enter Cashier ID, and press <CASH ENTER>. To view all Cashier IDs,
leave the entry box empty and press <CASH ENTER>.

A void transaction

This could be dragged and create two


windows for more pleasant view

4. Click on Apply or press <Alt-A >.

5. To view each transaction for further detailed lookup, choose or highlight a


transaction and click on Zoom or press <Alt-Z>.

6. A report can be generated from it by choosing/highlighting the transaction


and select Report or press <Alt-T>.

7. To view another set of transaction list, click on Clear or press <Alt-R>.


Repeat steps 1-4, otherwise, select Close or press <Alt-C>.

4.2 Product Transaction


Viewing product quantity sold
1. Enter desired Period of sales history.

2. Use up and down arrows to choose Level.


Note: If you have product categorization, you can choose which
categorization for better viewing.

3. Enter Product ID. (If you want to inquire a single product)

4. Select either Show by Date or Show by Time.

(Show by date will report by day, so you’ll know how many products were
sold on these days. Choosing Show by time, will forecast at which time, the
product is most sellable.
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Take note!!

5. Enter Cashier ID, and press <CASH ENTER>. To view all Cashier Ids,
leave the entry box empty and press <CASH ENTER>. (For Filtering of
inquiry by terminal or cashier

6. To narrow down a certain product item, enter its categories depending on


what you have made. Family, Classes and Types. (Refer to 7.1.2 Product
Category)

7. Click on Apply or press <Alt-A>.

8. To have a printed out report on it, select Report or press <Alt-T>.

9. To view another set of Product Summary, click on Clear or press <Alt-R>.


Repeat steps 1-7, otherwise, select Close or press <Alt-C>.

4.3 Promo Summary


1. Currently the Promo Plan is still on pending status, thus the Promo
Summary discussion will be omitted temporarily.

4.4 Tender Report


Viewing forms of payment received
1. Enter desired Period of transactions.

2. Select Tender Type with up and down arrows.


a. Cash – Cash tenders received
b. Credit – Credit tenders received
c. Charge – Charge tenders received
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Tender type

3. Enter Cashier ID, and press <CASH ENTER>. To view all Cashier ID’s,
leave the entry box empty and press <CASH ENTER>.

4. Select Filter Cash options with up and down arrows.

5. Click on Apply or press <Alt-A>.

6. To view a transaction for further clearer look, click on Zoom or


press <Alt-Z>.

7. Select Report or press <Alt-T> to generate a report on it.

8. To view another set of Tender transaction, click on Clear or press <Alt-R>.


Repeat steps 1-4, otherwise, select Close or press <Alt-C>.

4.5 Media Ledger


REPORTING OF CASH IN/OUT TRANSACTIONS
1. Choose Period Covered for Transactions.

2. Enter Cashier ID. (To inquire by cashier, omit this to view all)

3. Click Apply or press <Alt-A>.

4. Click Zoom to view the detailed transactions made.

5. Click on Report or press <Alt-T> to generate a report on it.

6. To view another Cash In/Out movement, click Clear or press <Alt-R>.


Repeat steps 1-2, otherwise, click Close.
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4.6 Online Sales


SNAPSHOT OF SALES PER TERMINAL OR FOR ALL
TERMINALS

1. Enter desired Period of sales transactions.

2. Enter Cashier ID. Or press F1 to view all Cashier IDs.

4. Click Apply or press <Alt-A>.

5. Select Report or press <Alt-T> to generate a report on it.

6. Click on Consolidate report if you want to consolidate all your terminals’


sales.

7. To view another set of Sales, click on Clear or press <Alt-R>. Repeat


steps 1-4, otherwise, select Close or press <Alt-C>.

4.7 Sales Summary


Summarize sales transaction and comparison
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Report interval,
hourly/daily/weekly/monthly/yearly

Drag

1. Entire desired Period of sales transactions.

2. Enter Cashier ID. For individual inquiry

3. Select Report interval, hourly/daily/weekly/monthly/yearly. Click on the


entry field and use up and down arrows to view the options.

4. Click on Apply or press <Alt-A>.

5. Select Report or press <Alt-T> to generate a report on it.

6. Click on Clear or press <Alt-R> to view another sales summary. Repeat


steps 1-5, otherwise, select Close or press <Alt-C>.

Note: Sales Summary is somehow the same with product summary, but
sales summary is for the entire sales ratio and not the product

4.8 Sales Comparison


Comparison of Sales between two periods
1. Enter desired Periods for Period A and Period B.

2. Enter T/M ID# to view individual terminal id sales

3. Enter Cashier ID to view for Cashier’s sales

4. Choose on type of Data using up and down arrows which type you want
to inquire.

5. Select Report interval, hourly/daily/weekly/monthly/yearly. Click on the


entry field and use up and down arrows to view the options.

6. Choose either Tabular or Bar to represent the graphing sales comparison


in Display as entry.

7. Click Apply or press <Alt-A>.

8. To view another comparable periods, click on Clear or press <Alt-R> to


renew the window. Repeat steps 1-7, otherwise, select Close or press
<Alt-C>.
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Note: Using this function will give you a comparison of your sales and tell you
whether or not your sales has fared well or not.

Data type: gross, sales, etc.

4.10 Inventory Analysis


4.10.1 Product Status
View product status

1. Choose which Sorting method you want to use.

2. Enter Product ID. Or select Product ID with the help of <F1> search
function.

3. Check the Show by Site if your inventory has multiple warehousing to


display the products by site.

2. Check Show those with no activity and type the date below to view the
non-moving items.

3. To narrow down certain product items. Enter your corresponding product


categorization
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4. Click on Apply or press <Alt-A>.

5. Select on Report to generate a report on product status or press <Alt-T>.

6. To view another product, click Clear or press <Alt-R> to renew the


window. Repeat steps 1-4, otherwise, select Close or press <Alt-C>.

Note: When products’ quantity on hand is displayed in red, that means that
you have a negative quantity on your inventory. Adding stocks on your
inventory automatically updates the negative quantities.

4.10.2 Stock Card


Detailed transaction per product

1. Enter Product ID or press <F1> to search product items.

2. Enter desired Period of transactions.

3. Choose from a specific Site (If inventory has multiple warehousing)

4. Click Apply or press <Alt-A>.

# of items in
inventory
Transactions of item

5. To have a detailed view of a transaction, choose or highlight a


transaction and click Zoom or press <Alt-Z>.

6. Select on Report to generate a report on it.

7. To view another product’s availability, click Clear or press <Alt-R>.


Repeat steps 1-3, otherwise select Close or press <Alt-C>.

4.10.3 Product Summary


To view product transactions
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Similar to
Stock Card
report but
prices are
included in
here

1. Choose desired transaction period

2. If you have product categorization, you can choose from the Level entry
to display specified category only. Setting a single Site will display
product transactions within that Site.

3. Enter Product ID or press <F1> to search product items to display a


single product’s transactions

4. Select Document type with up and down arrows.


i. All – All transaction documents
ii. In – All Inventory In only
iii. Out – All inventory out only
iv. Transfer – All inventory Transfers only
v. POS Sales – T
vi. Quotation, Sales Order, Return, Debit – For Back office
integration
5. Click Apply or press <Alt-A>.
6. Choose/Highlight a transaction and press <Alt-Z> to zoom a transaction
for a detailed view.
7. To view another product’s summary, click Clear or press <Alt-R>. Repeat
steps 1-4, otherwise select Close or press <Alt-C>.
8. Put a check on Consolidate Site to combine items on different Sites,
clicking on Skip Zero will display items with non-zero figures.

4.10.4 Reorder Alert

1. Choose the sorting scheme.

2. Set a Site to view products, which are to be reordered by Site. Typing a


Class ID would mean inquiring within that class ID needs to be reordered.

3. Enter product to view by pressing F1 in Product ID, then search the


desired product

4. Click on Show and show what classification you want to know


i. Below Minimum Quantity – Displays products with quantity on
hand status lower on its alert level (refer to Product Master 7.1.1)
ii. Negative Quantity – Products with negative quantity on hand
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iii. Below & Negative Quantity – Combination of i and ii

5. Click Apply or press <Alt-A>.

6. To view another product’s reorder alert status, click Clear or press <Alt-
R>. Repeat steps a-b, otherwise select Close or press <Alt-C>.

7. When done with Inventory Reports, click on <CANCEL> to go back to


Inquiry menu. Clicking <CANCEL> twice brings back the Store Controller
main menu.
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5.0 REPORT

• HERE IS WHERE YOU COULD PRINT IN LEGAL SIZED BOND PAPERS THE
DESIRED TRANSACTION REPORTS
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6.0 AUDIT REPORT

BIR CONCERNS

• X-READING

- Prints Z-reading report without resetting the counter

• SALES BOOK

- Shows Non-Resetable Grand Total with inclusive receipt numbers

• READING TRAIL

- Shows detailed Z-reading report


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6.1 X-Reading
1. At Store Controller main menu, select Audit Report.

2. Select X-Reading.

3. Click on Apply or press <Alt-A>.

4. Choose or highlight a transaction and press <Alt-Z> to zoom it to a


clearer and more detailed view.

5. Select Report to generate a report on audit records.

6. Click Cancel to go back to previous window or press <Alt-C> to close the


window.
Note: Doing this is the same as doing the X-Reading in Sales

6.2 Sales Book


1. At Store Controller main menu, select Audit Report.

2. Select Sales Book.

3. Enter desired Period of transactions

4. Click on Apply or press <Alt-A>.

5. Press on <Alt-T> for generating a report.

6. Select Clear or press <Alt-R> to view another transaction. Repeat steps


3-5, otherwise, select Close or press <Alt-C>.
Note: Using this function is the same as looking at your Columnar
Book

6.3 Reading Trail


1. At Store Controller main menu, select Audit Report.

2. Select Reading Trail.


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3. Enter desired Period of transactions.

4. Enter T/M ID#.

5. Enter Reset CTR # you wish to view.

6. Click on Apply.

7. To view different records, click Clear or press <Alt-R>. Repeat steps 3-7,
otherwise, select Close.

Note: Use this to verify past End of Day operations (Z-Readings)


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7.0 MASTER RECORDS

• PRODUCT MENU

o Product Master
o Category
o Product Class
o Unit of Measure
o Edit List
o Update Sales Cost
o Keyboard Mapping

• CUSTOMER

• SUPPLIER

• SALESMAN

• BANK LIST

• BANK ACCOUNT

• CREDIT COMPANY

• REGION

• SITE/LOCATION

• TERMINAL
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7.1 Product Menu


7.1.1 Product Master

1. At Store Controller main menu, select Master Records.

2. Select Product Menu.

3. Select Product Master

4. To encode a new product, type a unique Product ID. To edit a


product, type an existing product ID or search manually by pressing
F1.
i. Sales Inventory – Product is monitored in the inventory
ii. Non-Inventory – Product is for selling only and not inventory
monitored
iii. Message, Grocery, Percent Adjustment, Discontinued – For
Back Office Integration

5. Edit changes if necessary.

6. Click Save.

7. To narrow down certain product items, enter its corresponding


Families, Classes, and Types by clicking on the Category Tab (With
a Circle.
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8. Repeat steps 3-6.

Note: Press <Alt-L> and use up and down arrows to have a quick view of all product items.

9. Click on Extend Price button on the right side for special prices

10. Click on Add item to add a classification

11. Press F1 in every entry to choose.

a. Promo – All created promos


b. Price Level – All created price levels
c. Scheme – Type of price extension scheme
1. Set – Selling Products by set (i.e. 3 for 100)
2. At least – Setting prices by quantity on purchase
3. On and Over – Selling products in groups (i.e. by
20’s, 40’s, etc.)
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7.1.2 Product Category

1. At Store Controller main menu, select Master Records.

2. Select Product Menu

3. Select Category.

4. Click on <Alt-#> for FAMILY product hierarchy.

5. Click <Alt-A> to add more lists under FAMILY product hierarchy.

6. Select Delete to remove a list.

7. Select Ok to save the list.

8. Repeat steps 3-6 to add next product hierarchies.

7.1.3 Product Class

1. At Store Controller main menu, select Master Records.

2. Select Product Menu

3. Select Product Class

4. Enter a unique Class ID or press F1 and Enter to search existing


Class Ids.

5. Set the product Type of the Class ID


i. Sales Inventory – Product is monitored in the inventory
ii. Non-Inventory – Product is for selling only and not inventory
monitored
iii. Message, Grocery, Percent Adjustment, Discontinued – For Back
Office Integration

6. Set a specific Product Categorization.

7. Click Clear or Alt+<R> to discard all changes made.


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8. Click Save or Alt+<S> to save, Delete or Alt+<D> to Delete that


record.
Note: Using this function will give you convenience in encoding your product.
Example, you have a Class ID which is Non-Inventory type, with Product
Categorization. Encoding a product with its Class ID will automatically set its
Product type as Non-Inventory and its Categorization the same with what was
stored in that Class ID.

7.1.4 Unit of Measure

1. At Store Controller main menu, select Master Records.

2. Select Product Menu

3. Select Unit of Measure.

4. Select Unit of Measure ID.

5. Enter Description.

6. Enter Base Unit of Measurement.

7. Enter Quantity of Decimal Places.

8. Click on Save.

9. To add more units, click on Clear or press <Alt-R>. Repeat steps 3-


6, otherwise, click on Close or press <Alt-C>.

10. To remove a unit, choose a unit and click Remove or press <Alt-M>.

Note: Use this function to create a new Unit of Measure aside from PCS. Also if you
are selling a product by piece and also by pack, just select the PCS unit and
add an Item for pack and indicate how many pieces are there in one pack.

7.1.5 Edit List

1. At Store Controller main menu, select Master Records.

2. Select Product Menu

3. Select Edit List.

4. Enter desired Period of transaction.

5. Specify necessary product hierarchies if needed (optional).

6. Enter a Product ID or Class ID to specify a single product or Class ID


respectively.

7. Select Apply or press <Alt-A>.

8. Press <Alt-Z> to zoom an item in detailed information.


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9. Make necessary changes if needed. Select Save.

10. To view another product transactions, click Clear. Repeat steps 3-5,
otherwise, press <Alt-C> to exit.

Note: Use this function when making changes to multiple products. Type a single
word in Description, say “orange”, click on apply and all your product
description with orange will be displayed.

7.1.6 Update Sales Cost

1. At Store Controller main menu, select Product.

2. Select Product Menu

3. Select Update Sale Cost.

4. Enter desired Period of transaction.

5. Select T/M ID #.

6. Click Ok.

7. To update another Period of transaction or another T/M ID #, click on


Update Sale Cost again and repeat steps 3-5.

Note: Use this to update your Gross Profit display in Transaction List after you made
some changes with your Standard Costing in Product Master.

7.1.7 Keyboard Mapping

1. At Store Controller main menu, select Product.

2. Select Product Menu.

3. Select Keyboard Mapping.


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4. Click Add Item.

5. Choose keyboard combination.

6. Select a product item to match with the keyboard combination.

7. Click Ok to save.

8. To add more one touch PLU, repeat steps 3-6.

9. Click Cancel to disregard entries and closes the window.

10. To remove a one-touch PLU, select/highlight a keyboard code and


click Remove.

11. Press <Alt-C> or click Close to exit.

Note: Using this function will let you assign commonly sold products such as Phone
cards so as not to encode their Product ID’s when selling.

7.2 Customer
1. At Store Controller main menu, select Master Records.

2. Select Customer.

3. Fill up necessary entries and click Save.

4. To delete a customer, press <Alt-L> or click List to search and click


Delete.

5. To add more customers, click Clear. Repeat step 3, otherwise, click


Close.

Note: For POS use, the necessary entries are: Customer ID, Customer
Name, Price Level, and Discount only. Other entries are for back office
integration.

7.3 Supplier
1. At Store Controller main menu, select Master Records.

2. Select Supplier.

3. Fill up necessary entries and click Save.

4. To delete a supplier, press <Alt-L> or click List to search and click Delete.

5. To add more suppliers, click Clear. Repeat step 3, otherwise, click Close.

Note: For Back Office Integration


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7.4 Salesman
1. At Store Controller main menu, select Master Records.

2. Select Salesman.

3. Fill up necessary entries and click Save.

4. To delete a salesman, press <Alt-L> or click List to search and click


Delete.

5. To add more salesmen, click Clear. Repeat step 3, otherwise, click


Close.

Note: For Back Office Integration

7.5 Bank List


1. At Store Controller main menu, select Master Records.

2. Select Bank List.

3. Fill up necessary entries and click Save.

4. To delete a bank from the bank list, press <Alt-L> or click List to search
and click Delete.

5. To add more banks, click Clear. Repeat step 3, otherwise, click Close.

Note: Encode here the banks, which you’ll be accepting as Check payments

7.6 Bank Account


1. At Store Controller main menu, select Master Records.

2. Select Bank Account.

3. Fill up necessary entries and click Save.

4. To delete a bank account, press <Alt-L> or click List to search and click
Delete.

5. To add more bank accounts, click Clear. Repeat step 3, otherwise, click
Close.

Note: For Back Office Integration

7.7 Credit Company


1. At Store Controller main menu, select Master Records.

2. Select Credit Company.


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3. Fill up necessary entries and click Save.

4. To delete a Credit Company, press <Alt-L> or click List to search and


click Delete.

5. To add more credit companies, click Clear. Repeat step 3, otherwise,


click Close.

Note: Encode here the Credit Companies that you will be accepting as Credit
card payments.

7.8 Region
1. At Store Controller main menu, select Master Records.

2. Select region.

3. Fill up necessary entries and click Save.

4. To delete a region, press <Alt-L> or click List to search and click Delete.

5. To add more regions, click Clear. Repeat step 3, otherwise, click Close.

7.9 Site/Location
1. At Store Controller main menu, select Master Records.

2. Select Site/Location.

3. Fill up necessary entries and click Save.

4. To delete a site/location, press <Alt-L> or click List to search and click


Delete.

5. To add more sites / locations, click Clear. Repeat step 3, otherwise, click
Close.

Note: Encode the different sites or locations of your warehouses here.

7.10 Terminals
1. At Store Controller main menu, select Master Records.

2. Select Terminals.

3. Enter T/M ID #. Or you may press <CASH ENTER> to view all T/M ID#s.

4. Click Apply or press <Alt-A>.

5. Make necessary changes if there’s any, and select Save.

6. To view other T/M ID # details, click Clear. Repeat steps 1-3, otherwise,
select Close to exit.
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Note: You can set which terminals sell products from a specific Site. You
could also block the terminal from selling.

7.11 Price Level


1. At Store Controller Main Menu, select Master Records.

2. Select Price Level

3.Type a unique Price Level ID or press F1 to search existing Ids


4. Make the necessary changes.

Note: Encode here the Price Level names that you will be assigning to your
customer names, in Price extensions or Promo Plans
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8.0 MAINTENANCE

• POS SETUP

- Controls CASHIER operation authorization

- Sets the five-line commercial message on receipts

- Sets tax default values

• TENANT STATUS

- Checks whether data has been successfully sent to server or not

• CONNECT TENANT

- Sends data to server


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8.1 POS Setup


1. At Store Controller main menu, select Maintenance.

2. Select POS Setup.

3. Choose a specific Group ID.

4. Make the necessary changes.

5. Click on Ok to save.

Setting
security
levels for
the cashier

Setting
different
tax levels
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Setting
commercial
message in
receipt

8.2 Tenant Status


1. At Store Controller Main menu, select Maintenance.

2. Select Tenant Status.

3. Enter Period of transaction.

4. Click Apply or press <Alt-A>.

Note: When POS is connected to a collecting server for malls

8.3 Connect Tenant


1. At Store Controller main menu, select Maintenance.

2. Select Connect Server.

Note: When POS is connected to a collecting server for malls