Hardware/Software Setup

Getting Started


I would like to take a few minutes and talk to you about the hardware that we are going to be using for demonstration purposes today.  Now some of your hardware might be different, but feel free to just look and see what we have and compare it with what you have and I will give you a little bit more of an explanation. 

First, we are going to have a touch-screen.  It is not a requirement to use the software to have a touch-screen because there are function keys that we are going to go over and other things that are going to be a huge benefit to have a touch-screen, but it is not a requirement; you may have a regular monitor.  Also, we are going to have a cash drawer; this is a 19 x 15 steel-gauge commercial cash drawer and it is actually going to have an input to the printer.  The connection is going to look like a CAT-5 or an Ethernet cable that is going to come from the bottom of the cash drawer and then you are going to have a connection to the receipt printer.  The receipt printer is going to have an RJ-11 cable, which looks like a phone line and you are going to plug that into the appropriate place on the receipt printer.  This is a thermal receipt printer so you want to be careful to keep it away from heat because it will turn completely black being a thermal printer.  It does have auto-cut as well.  Some have a tear bar, but this particular one has auto-cut.  Using a bar code printer will play a major part in maintaining your inventory in an appropriate way with the printing of bar codes.  We will be having discussions in other operations about bar code printing and the Bar Code Express module. 

Another huge aspect is a bar code scanner.  The Data Logic QuickScan which is the scanner we standardize on because if there is a broken bar code or not a clear print, this particular scanner will pick those things up.  It is a very inexpensive one but it is probably the best used one that we have seen.  There are other ones line Omni directional scanners that have the laser shooting in multiple directions, but this particular one is a uni-directional scanner.  You also have scanner/scale combinations and area image scanners with Easy ID for checking driver’s licenses and things of that nature for identification purposes. 

Also, you could have an integrated card reader on the side of your touch-screen.  Our keyboard and mouse are USB connections, the monitor is a VGA connection, and the bar code printer is going to be a USB connection.  Connection instructions will come with your equipment.  Our CPUs have 2 comports, or serial ports.  If you have any questions at all you can go to www.posnation.com and go to our support section.  There, you are also able to get any drivers that are usable with our software and you can also get other vital information about using the hardware. 

This is going to be a brief overview of the software and how the interface is going to work.  On your main monitor screen, this is where the invoice is going to populate.  If you were to scan an item, the item would appear at the top of the screen.  If you look at the bottom of the screen, you have all of your “Function” keys, i.e. F1, F2, etc., where your help is very accessible.  If you press one of the keys, help is going to appear right on the screen and this is very searchable and intuitive.  We also have a “TS Lookup” key (Touch-screen lookup).  When you touch this key, you will get 18 spaces on your screen, that have your particular inventory items on them and you can scroll through your items.  When an item is selected, it will populate on the invoice screen; this is the same thing that happens when you scan a particular item. 

To the right of the invoice portion of the screen is the payment screen with control keys for the tender screen.  There are also quick tender buttons on this portion of the screen.  You have the capability to select the number of items you want on your screen with the click of a button.  At the top of the screen under “Tools” there will be a “Payment Options” choice.  If this is selected, all of your payment options, such as debit, credit, quick cash, check, etc. will appear on your screen.

The lower right portion of the screen is where you will find the customer information.  You have the capability to locate a customer and pull up their information on this screen, which will be attached to their invoice.  To populate this field, simply type in either the customer number, customer last name or phone number, or even assign them a card and just swipe the card. 

With this software, you have the capability to either delete an entire invoice or one particular item from the invoice. 

If you look at the different keys on your screen, you will see that specific letters on each key has an underscore.  Those specific letters have a very key function.  Instead of touching that particular function button, you are able to use your “Alt” key along with the particular underscored letter from that key.  This function is used when you do not have a touch-screen monitor.  For example, on the Quantity Change key, the letter “G” is underscored.  On your keyboard, you touch “Alt” and “G”, and that particular function will appear on your screen.  There are basically 3 ways to complete your functions: 1) Touch screen, 2) Function keys, or “F” keys that correspond with your screen, and 3) “Alt” and underscored letter on the function keys on your screen.

On your screen, there is an “Options” button which will take you to the area where all of your department functions can be set up, such as the cashier function, invoice properties, etc.  You are able to set up each function based on your company’s needs.

On this same screen, there is an “Administrative” button, which is for management of your inventory, department maintenance, etc.; tools that will help monitor your specific departments. 

This whole main screen is a very trainable and teachable screen.  You are able to search for any particular item, scan the bar code, or you can do a search by category, department, vendor, or a combination of those.

To take a payment, all you have to do is on your invoice screen, the total sale will populate at the top of the screen.  When you touch the “Pay” button, a small screen will appear with the total sale already populated.  If the customer is paying the exact change in cash, simply touch the “Cash” button.  If they are paying a different amount, on the numbered key pad on the screen, type in the amount they are paying and touch “Cash”.  The drawer will open and the change amount will be displayed on the screen.  You will also be given the option of whether to print or not print a receipt.  It is very easy to take payments and very easy to configure this screen.