Beruflich Dokumente
Kultur Dokumente
User Manual
2015-2016
Table of Contents
Introduction .................................................................................................................................................. 6
Welcome .................................................................................................................................................... 6
Starting Up CORE Back Office ................................................................................................................ 7
Logging in .................................................................................................................................................. 8
Masters .......................................................................................................................................................... 9
Masters Menu ............................................................................................................................................ 9
Company .................................................................................................................................................. 10
Branch ...................................................................................................................................................... 11
Stock ......................................................................................................................................................... 13
Product Master .................................................................................................................................... 13
Inquiry (Product Inquiry) ................................................................................................................. 22
Scan Code ............................................................................................................................................. 22
Links ...................................................................................................................................................... 23
Reasons ................................................................................................................................................ 24
Discounts .............................................................................................................................................. 25
Classifications ..................................................................................................................................... 26
UOM (Units of Measurement) .......................................................................................................... 32
Define Matrix ....................................................................................................................................... 32
VAT (Value Added Tax) ...................................................................................................................... 35
VAT Update .......................................................................................................................................... 36
Flexible Fields ......................................................................................................................................... 37
Flexible Fields for POS ....................................................................................................................... 37
Flexible Fields for DNote ................................................................................................................... 37
Flexible Fields Master ........................................................................................................................ 38
Flexible Fields for Product ................................................................................................................ 39
Currency Definition ................................................................................................................................ 40
Currency ............................................................................................................................................... 40
Currency Ordering .............................................................................................................................. 41
Credit Card ............................................................................................................................................... 42
Customers Classification....................................................................................................................... 43
Customer .............................................................................................................................................. 43
Customer Groups ................................................................................................................................ 44
Customer Group Mapping ................................................................................................................. 45
Product Group Mapping .................................................................................................................... 46
Orders........................................................................................................................................................... 48
Purchase Orders (PO) ............................................................................................................................ 48
Blank Orders ............................................................................................................................................ 49
Semi-Auto Order ..................................................................................................................................... 50
Reports ..................................................................................................................................................... 51
Print LPO(s) ......................................................................................................................................... 51
Transactions................................................................................................................................................ 52
Receipts.................................................................................................................................................... 53
Adhoc Goods Received ...................................................................................................................... 53
Goods Received ................................................................................................................................... 56
Branch Receipts .................................................................................................................................. 57
Returned by Customer ....................................................................................................................... 60
Returns Against Invoice .................................................................................................................... 61
Issue/Transfers ...................................................................................................................................... 64
Goods Issue to Customer .................................................................................................................. 64
Issues to Customer Against Quote ................................................................................................. 66
Goods Issue to Branch....................................................................................................................... 68
Inter Branch Transfer ........................................................................................................................ 70
Inter Branch Transfer Branch Wise ................................................................................................ 71
Returns ..................................................................................................................................................... 72
Return to Vendor ................................................................................................................................ 72
Miscellaneous .......................................................................................................................................... 74
Miscellaneous Receipt ....................................................................................................................... 74
Miscellaneous Issue ........................................................................................................................... 75
Quotation ................................................................................................................................................. 76
Decomposition ........................................................................................................................................ 77
Sales Ledger ................................................................................................................................................ 78
Transactions ............................................................................................................................................ 78
Generate Invoice ................................................................................................................................ 78
Generate C/Note (Credit Note) ....................................................................................................... 79
Post Invoice/Debit Note ................................................................................................................... 81
Post Credit Note .................................................................................................................................. 81
Sales Receipts ..................................................................................................................................... 82
Allocations............................................................................................................................................ 84
Delete Allocation................................................................................................................................. 86
Reports ..................................................................................................................................................... 89
Debtor List ........................................................................................................................................... 89
Credit Note List ................................................................................................................................... 90
Receipt List .......................................................................................................................................... 91
Sales Journal ....................................................................................................................................... 92
Statements ........................................................................................................................................... 94
Aged Analysis ...................................................................................................................................... 95
Reports......................................................................................................................................................... 96
Front Office .............................................................................................................................................. 96
Zed History ........................................................................................................................................... 96
Hourly Customer Count ..................................................................................................................... 98
Current Till Listing .............................................................................................................................. 99
Cheque Sales Listing ........................................................................................................................ 100
Credit Card Sales Listing ................................................................................................................. 101
Introduction
Welcome
About Us
CompuLynx Ltd (CLL) is a Global organization with our Head Office in Nairobi, Kenya. We have been in
establishment since 1994 and have over a decade of experience in the I.T. industry.
We provide a niche and innovative solutions in various industry segments including Retail, Education,
Banking, Finance, Insurance, Government and Manufacturing. We are well positioned to understand
business processes, styles and ethos of organizations and the business solutions that are needed in a
competitive environment.
Our strategic alliances with renowned international I.T. companies give us the advantage of access to the
latest technologies allowing us to provide the most innovative, effective and efficient solutions which are
beneficial to our customers.
Some of the benefits that our customers get include:
Improved focus while addressing business needs.
An increase in revenue
Decreased costs
Our Mission
Offer State-of-the-Art IT & Business Transformation Solutions making our
customers become and remain leaders in their respective fields
Our Vision
Consistently, be the unsurpassed leader and provider of choice for our products,
solutions and services through innovations & commitment for all the stake-holder
communities we serve.
Glossary
The Data: A system's data can be classified into two:
Master Data: This is prerequisite data that is needed in order to allow further data operations.
Master data is basically data that tells the system the what and who it's dealing with and will include data
such as Products, Suppliers, Users, Units of Measure etc.
Transaction Data: These are the day to day transactions/operations that are carried out in a
business/organization and will include data such as sales, purchases, returns etc.
Code: Most master data will have a unique field referred to as a code, for instance, users can have a user
Code, and Products can have a product code. This is a unique field used to identify the master data item.
Description: Master data will have a description field which basically is a name for the master item, for
instance users have user names, and Products have product names.
Search Inputs: Throughout the application, you will come across different colored text input fields with a
cream color as shown in the figure below.
This Control allows the user to search from existing data of the
same type as labeled in this case "company code".
Users can search for master data using Code or Description by
Figure 1 Search Control
pressing F1 and F2 keys on the keyboard while on the field which
pops up a search window with the codes and descriptions as shown in the figure below.
As the user types on the top field the data is filtered as shown below where only 01 record is shown as
it matches typed criteria.
This will load a suitable login screen depending on login option configured.
Logging in
Manual/User Name and Password
Simply type in a user Name and Select the Bio Device type you have installed on the PC. Click on Identify
and place the registered finger on the device and await conformation message.
Cancel will reset the screen.
Masters
Masters Menu
Main Menu
Overview: This screen hosts all the menus and almost all other screens.
Company
Company Master
Overview: This screen is where the system captures the details of the Company (Companies) that are to be
managed by CORE system.
The screen shot below is a sample of the fields captured when defining a company.
The screen allows creating new companies as well as editing previously created companies.
Branch
Branch Master
Overview: This screen allows you to define the business branches which can be defined as smaller factions
of the parent company.
As far as the system is concerned a branch can be defined as a separate instance of the system that can
run independently and can even be disconnected or connected to the main parent branch usually referred to
as headquarters (HQ) branch. A branch can be a breakdown business-wise, location-wise or as per user
preference as it's a logical unit of the business.
1.
2.
3.
4.
5.
6.
Stock
Product Master
Product Master
Overview: This screen allows you to define your inventory products. It offers sufficient fields to define a wide
range of retail inventory products including but not limited to Food stuff, Clothing, Vegetables, Consignment
goods among many other types of products. You can set your pricing and taxes here.
3.
4.
5.
6.
2. Once you have GS1 Scan Codes imported, click on New in Product Master Screen and fill in
supplier information fields.
3. Select the respective classification data for the item you want to add. As you do this will notice
the system will generate Product Code and Descriptions automatically. Tip: Define your
classification data such that selecting the classification can produce the product name and
code in a direct manner.
4. Fill in the VAT and pricing fields. Tick on Matrix (Fashion) Attribute and click on the Style
Management Tab.
5. In the Style Management Tab, select one of the available dimensions which are defined as
Follows:
1X Dimension: Color
2X Dimension: Color + Size
3X Dimension: Color + Size + Pattern
4X Dimension: Color + Size + Pattern + Extra
6. Select a Brand.
7. There are four possible dimension grids/list depending on your dimension selected. Start
ticking on applicable dimension fields for your matrix (fashion) item.
8. Click on Preview button to see how child items will be auto-created with code automatically
generated by the system. The ticking in the dimension fields affects how many different
combination exist for the fashion item each representing a clothing item for example with
different attributes such as color, size, pattern e.t.c.
9. You may fill in scan code column for the generated child items if applicable, otherwise system
will use the product code generated as the scan code of the child items.
10. Click on save to save the Matrix item.
11. You can now recall the child items directly in product master or recall the parent item again to
view the matrix product.
Extra Product Information
Sell Prices
Overview: This will pop up a screen that allows editing a products selling price.
To Edit Price
Fill new selling price in the field "New S.P." and this will update all branches selling prices.
OR you can fill "Markup %" field and this will also update for all the branches.
To edit an individual branch, you can change the value directly in the grid cells for the respective fields
either Markup cell or New S.P cell.
Click on Save once done.
Clicking on cancel will reset the screen.
Click Exit to close the screen.
Linked
Overview: This pop up screen allows you to link one product to another product such that selling the first
product results in the linked product being sold along the parent product.
To link product
1. Product code comes already filled from the main screen Product Master.
2. Select product to be linked in "Linked to" field.
3. Enter "Link Qty" which is the quantity of the child product that will be auto-sold with a sale of the
parent product.
4. Enter "Min Link Qty" which is the required quantity of the parent item for the link to apply.
5. Click on the add button "+" to add the item in the list below.
6. If you want to change any of the items in the list/grid just double click on the row and the data
will return to the fields above to allow changing fields data then add once done.
7. The minus button will clear the fields.
8. Click Save to save the link data.
9. Cancel will reset the screen. If you wish to restart you will have to click on new and select the
product code then continue from step 2.
10. Delete will clear all link data for selected Product Code.
11. Exit will close the screen.
Scan Code
Overview: This pop up screen allows you to define scan codes for your products which is the code that
is used to identify the product and could be from a bar-code printed on the product.
To Add Information
1. The screen provides ten additional flexible fields to capture any extra information about a product
and you can fill in at least one then click on save.
2. Clicking on cancel will clear the screen and discard any changes.
3. Clicking on Exit will close the screen.
Status
Overview: This pop up screen allows you to set/view several attributes of the product at a branch specific
level.
The Fields
1.
2.
3.
4.
5.
6.
7.
8.
9.
Name: This is just the name of the branch that the fields are applicable to as set in each
row representing different branches.
Active: Allows defining if the product will be available/unavailable to transact for the
specific branch.
Order: Set order/purchase status of the product on/off for the specific branch.
Discount: Set the status for whether discount can be applied to the product while selling
but based on Product Group Mapping. See also Customer Groups.
VAT: Set the VAT applicable to the product at the specific branch. See VAT master.
Re-Ord: (Re-Order) Set the quantity minimum stock quantity to trigger ordering new
stock. See Semi Auto Purchase Order.
To-Ord: (To-Order) Set the quantity to order once the stock is at a Re-Order quantity
level. See Semi Auto Purchase Order.
Click on Save to save the settings.
Clicking on exit will close the screen and any pending settings will be discarded.
Slabs
Overview: This pop up screen allows you to define discounts based on a certain range of quantity sold
with each range being referred to as a slab.
To Add Slabs
1. Product code comes already filled from the main screen Product Master.
2. Select branch code for the slab you are adding.
3. Set the minimum and maximum quantities under "From Qty" and "To Qty" respectively under
which the slab is to apply
4. You can fill in either Unit Discount percentage or unit discount value as one will auto fill the other.
5. Click on add "+" to add slab to list/Grid below.
6. To add additional slabs repeat step 3 to 5.
7. Click on Save to save the slabs defined.
8. Clicking on cancel will reset the screen and any unsaved data will be discarded.
9. Clicking on exit will close the screen.
10. If you have clicked on cancel but wish to add slabs for a product, click on new and select the
product under "Product Code" field then carry on from steps 2 to 7.
Scan Code
Overview: This screen allows you to define scan codes for your products which is the code that is used
to identify the product and could be from a bar-code printed on the product.
Links
Linked
Overview: This pop up screen allows you to link one product to another product such that selling the first
product results in the linked product being sold along the parent product.
To link product
1. Product code comes already filled from the main screen Product Master.
2. Select product to be linked in "Linked to" field.
3. Enter "Link Qty" which is the quantity of the child product that will be auto-sold with a sale of the
parent product.
4. Enter "Min Link Qty" which is the required quantity of the parent item for the link to apply.
5. Click on the add button "+" to add the item in the list below.
6. If you want to change any of the items in the list/grid just double click on the row and the data
will return to the fields above to allow changing fields data then add once done.
7. The minus button will clear the fields.
8. Click Save to save the link data.
9. Cancel will reset the screen and if you wish to restart you will have to click on new and select the
product code then continue from step 2.
10. Delete will clear all link data for selected Product Code.
11. Exit will close the screen.
Reasons
Overview: This screen allows you to define fixed predefined reasons for various transactions so that
there is consistency. Otherwise everyone would type in different words to describe the reason for a
transaction making it hard to analyze data at a later stage.
Discounts
Overview: This screen allows you to define reasons for giving discounts in various system transactions.
2.
3.
4.
5.
6.
Classifications
Overview: Classifications allow you to define the hierarchy for your products/inventory and are user defined.
This is especially useful when analyzing your sales and inventory at a later stage since you can filter the data
based on the classification assigned.
The system allows for the following classifications:
Standard Classifications
Group
Department
Class
Sub-Class
Fashion Item's additional Classifications
Brands
Color
Size
Type
Group
Group
Overview: This screen allows you to define a 1st level product classification known as group.
To add a Group
1. Click on new
2. Type in a unique Group Code
3. Type in a unique Group Name
4. Click on Save to save group.
5. Clicking on cancel will reset screen and discard unsaved entries.
6. Exit will close the screen.
To Edit a Group
1. Click on Product Group Code and press F1/F2 to select a Group.
2. You can only edit Group Name.
3. Click on Save to save changes.
4. Clicking on cancel will reset screen and discard unsaved entries.
5. Exit will close the screen.
To Delete a Group
1. Click on Product Group Code and press F1/F2 to select a Group.
2. Click on Delete.
3. You can only delete a group that has not been applied anywhere else in the system i.e. a group
that has only been created.
4. Clicking on cancel will reset screen and discard unsaved entries.
5. Exit will close the screen.
Department
Overview: This screen allows you to define a 2nd level product classification known as Department.
To add a Department
1. Click on new
2. Type in a unique Department Code
3. Type in a unique Department Name
4. Click on Save to save Department.
Class
Overview: This screen allows you to define a 3rd level product classification known as Class.
To add a class
1. Click on new.
2. Type in a unique Class Code.
3. Type in a unique Class Name.
4. Click on Save to save the entries.
5. Clicking on Cancel will reset the screen and discard unsaved entries.
6. Exit will close the screen.
To edit a class
1. Click on Class Code and press F1/.F2 to select a class code.
2. You can only edit class Name.
3. Clicking on Cancel will reset the screen and discard unsaved entries.
4. Exit will close the screen.
To Delete a class
1. Click on Class Code and press F1/F2 to select a Department.
2. Click on Delete.
3. You can only delete a Class that has not been applied anywhere else in the system i.e. a Class
that has only been created.
4. Clicking on cancel will reset screen and discard unsaved entries.
5. Exit will close the screen.
Sub-Class
Overview: This screen allows you to define a 4th level product classification known as Sub-Class.
To add a class
1. Click on new.
2. Type in a unique Sub-Class Code.
3. Type in a unique Sub-Class Name.
4. Click on Save to save the entries.
5. Clicking on Cancel will reset the screen and discard unsaved entries.
6. Exit will close the screen.
To edit a Sub-Class
1. Click on Sub-Class Code and press F1/.F2 to select a Sub-Class code.
2. You can only edit Sub-Class Name.
3. Clicking on Cancel will reset the screen and discard unsaved entries.
4. Exit will close the screen.
To Delete a Sub-Class
1. Click on Sub-Class Code and press F1/F2 to select a Department.
2. Click on Delete.
3. You can only delete a Sub-Class that has not been applied anywhere else in the system i.e. a
Sub-Class that has only been created.
4. Clicking on cancel will reset screen and discard unsaved entries.
5. Exit will close the screen.
Brands
Overview: This screen allows you to define a fashion item product classification known as Brand.
This is just to allow classifying clothing items as per their different brands.
To add a brand
1. Click on new
2. Type a brand name
3. Click on Save.
4. Clicking on cancel will reset the screen and discard any unsaved data.
5. Exit will close the screen
To Edit a brand
This is not allowed in the system.
To delete a Brand
1. Click in Brand Name field and select a brand by use of F1/F2 keys.
2. Click on Delete.
3. Clicking on cancel will reset the screen and discard any unsaved data.
4. Exit will close the screen
Color
Overview: This screen allows you to define a fashion item product classification known as Color.
This is just to allow classifying clothing items as per their different colors.
To add a Color
1. Click on New
2. Type in a unique Code
3. Type in a unique Full Name.
4. Click on Save.
5. Clicking on cancel will reset the screen and discard any unsaved data.
6. Exit will close the screen.
To Edit a Color
1. Click on Code and select a color code using F1/F2 keys.
2. You can only edit Full Name.
3. Click on Save.
4. Clicking on cancel will reset the screen and discard any unsaved data.
5. Exit will close the screen.
To Delete a color
1. Click on Code and select a color code using F1/F2 keys.
2. Click on Delete.
3. Clicking on cancel will reset the screen and discard any unsaved data.
4. Exit will close the screen.
Size
Overview: This screen allows you to define a fashion item product classification known as Size.
This is just to allow classifying clothing items as per their different Sizes.
To add a Size
1. Click on New
2. Type in a unique Code
3. Type in a unique Full Name.
4. Click on Save.
5. Clicking on cancel will reset the screen and discard any unsaved data.
6. Exit will close the screen.
To Edit a Size
1. Click on Code and select a size code using F1/F2 keys.
2. You can only edit Full Name.
3. Click on Save.
4. Clicking on cancel will reset the screen and discard any unsaved data.
5. Exit will close the screen.
To Delete a Size
1. Click on Code and select a size code using F1/F2 keys.
2. Click on Delete.
3. Clicking on cancel will reset the screen and discard any unsaved data.
4. Exit will close the screen.
Type
Overview: This screen allows you to define a fashion item product classification known as Type.
This is just to allow classifying clothing items as per their different Types which can be anything as per
your preference.
To add a Type
1. Click on New
2. Type in a unique Code
3. Type in a unique Full Name.
4. Click on Save.
5. Clicking on cancel will reset the screen and discard any unsaved data.
6. Exit will close the screen.
To Edit a Type
1. Click on Code and select a Type code using F1/F2 keys.
2. You can only edit Full Name.
3. Click on Save.
4. Clicking on cancel will reset the screen and discard any unsaved data.
5. Exit will close the screen.
To Delete a Type
1. Click on Code and select a Type code using F1/F2 keys.
2. Click on Delete.
3. Clicking on cancel will reset the screen and discard any unsaved data.
4. Exit will close the screen.
To add an UOM
1. Click on new.
2. Type in a unique Short Name.
3. Type in a unique Full Name.
4. Click on Save.
5. Clicking on cancel will reset the screen and discard any unsaved data.
6. Exit will close the screen.
To edit an UOM
1. Click on Short Name field and select a UOM using F1/F2 keys.
2. You can only edit Full Name.
3. Click on Save.
4. Clicking on cancel will reset the screen and discard any unsaved changes.
5. Exit will close the screen.
To Delete a UOM
1. Click on Short Name field and select a UOM using F1/F2 keys.
2. Click on Delete.
3. Clicking on cancel will reset the screen and discard any unsaved changes.
4. Exit will close the screen.
Define Matrix
Overview: This are different dimensions used to describe a clothing item. Examples include Color, Size,
Pattern, etc.
The system allows you to define up to 4 dimensions with dimensions refereed to as:
Dimension 1
Dimension 2
Dimension 3
Dimension 4
The idea is the system will auto create products as per the dimensions of the parent item. Let's say you
are creating a polo shirt that comes in different colors, sizes, material etc. You can do that at one go by
applying dimensions applicable to the polo shirt and system will define the individual dimensions as a
separate product. Assuming I use two dimensions one color and two size and there are two colors and
three sizes the system will create six products with different combinations of size and color.
Tip: The trick is to define your dimensions in the order you define your clothing items in your store. Maybe
you start with color, then size, then fabric or probably the reverse; it's all up to your preference.
Dimension 1
Overview: This screen allows you to define a matrix dimension. (see Define Matrix)
To add Dimension
1. Click on New
2. Type in a Dimension Code
3. Type in a Short Name
4. Click On Save.
5. Clicking on Cancel will reset the screen and discard any unsaved entries.
6. Clicking on exit will close the screen.
To edit Dimension
1. Click on Dimension code and select a dimension using F1/F2 keys.
2. You can only Edit Short Name.
3. Click on Save.
4. Clicking on Cancel will reset the screen and discard any unsaved entries.
5. Clicking on exit will close the screen.
To Delete Dimension
1. Click on Dimension code and select a dimension using F1/F2 keys.
2. Click on Delete.
3. Clicking on Cancel will reset the screen and discard any unsaved entries.
4. Clicking on exit will close the screen.
Dimension 2
Overview: This screen allows you to define a matrix dimension. (see Define Matrix)
To add Dimension
1. Click on New
2. Type in a Dimension Code
3. Type in a Short Name
4. Click On Save.
5. Clicking on Cancel will reset the screen and discard any unsaved entries.
6. Clicking on exit will close the screen.
To edit Dimension
1. Click on Dimension code and select a dimension using F1/F2 keys.
2. You can only Edit Short Name.
3. Click on Save.
4. Clicking on Cancel will reset the screen and discard any unsaved entries.
5. Clicking on exit will close the screen.
To Delete Dimension
1. Click on Dimension code and select a dimension using F1/F2 keys.
2. Click on Delete.
3. Clicking on Cancel will reset the screen and discard any unsaved entries.
4. Clicking on exit will close the screen.
Dimension 3
Overview: This screen allows you to define a matrix dimension. (see Define Matrix)
To add Dimension
1. Click on New
2. Type in a Dimension Code
3. Type in a Short Name
4. Click On Save.
5. Clicking on Cancel will reset the screen and discard any unsaved entries.
Dimension 4
Overview: This screen allows you to define a matrix dimension. (see Define Matrix)
To add Dimension
1. Click on New
2. Type in a Dimension Code
3. Type in a Short Name
4. Click On Save.
5. Clicking on Cancel will reset the screen and discard any unsaved entries.
6. Clicking on exit will close the screen.
To edit Dimension
1. Click on Dimension code and select a dimension using F1/F2 keys.
2. You can only Edit Short Name.
3. Click on Save.
4. Clicking on Cancel will reset the screen and discard any unsaved entries.
5. Clicking on exit will close the screen.
To Delete Dimension
1. Click on Dimension code and select a dimension using F1/F2 keys.
2. Click on Delete.
3. Clicking on Cancel will reset the screen and discard any unsaved entries.
4. Clicking on exit will close the screen.
To Add VAT
1. Click on New.
2. Type in a unique VAT Code.
3. Type in a VAT Percentage.
4. Click on save.
5. Clicking on cancel will reset the screen and discard any unsaved changes.
6. Exit will close the screen.
To Edit VAT
1. Click on VAT Code and select VAT to edit using F1/F2 keys.
2. You can only edit VAT Percentage.
3. Click on save.
4. Clicking on cancel will reset the screen and discard any unsaved changes.
5. Exit will close the screen.
To Delete VAT
1. Click on VAT Code and select VAT to edit using F1/F2 keys.
2. Click on Delete.
3. Clicking on cancel will reset the screen and discard any unsaved changes.
4. Exit will close the screen.
VAT Update
Overview: This screen allows you to change multiple Product VAT Codes for multiple branches at one
GO as opposed to changing for each and every product separately.
To Update VAT
1. Select Current VAT Code which is the VAT to be updated.
2. Select New VAT Code which will be the VATto update to.
3. You can specify branch range to apply VAT update by selecting Branch From and Branch To
fields.
4. You can also apply product range to apply VAT Update by selecting Product From and Product
To fields.
Flexible Fields
Overview: There are cases in the system where you may want to capture extra information that is not in
the provided
Currency Definition
Currency
Overview: This screen allows you to add currencies to the system.
To Add a currency
1. Click on New
2. Type in currency Abbreviation Name which is the short from put before a value e.g. "Ksh 500"
3. Set Base Flag Value. Only one currency can be the base currency.
4. Set the operator to use when converting currency to base currency.
5. Set the exchange rate used to convert to base currency.
6. Type in Symbol.
7. Click on Save.
8. Cancel will reset the screen and discard any unsaved entries.
9. Exit will close the screen.
To Edit a currency
1. Click on Abbreviation Name field and Select currency to edit by pressing F1/F2 keys.
2. You can edit Name,Base Flag, Operator, Exchange Rate and Symbol.
3. Click on Save.
4. Cancel will reset the screen and discard any unsaved entries.
5. Exit will close the screen.
To Delete a currency
1. First the currency should not have been used anywhere in the system.
2. Click on Abbreviation Name field and Select currency to edit by pressing F1/F2 keys.
3. Click on Delete.
4. Cancel will reset the screen and discard any entries.
5. Exit will close the screen.
Currency Ordering
Overview: This screen allows you to define the order of currencies appearance in the system. You can
put popular currencies on the upper levels.
Credit Card
Overview: This screen allows you to define the various credit cards that you accept.
Customers Classification
Customer
Overview: This screen allows you to add customers into the system.
To Add a Customer.
1. Click on New.
2. You can add two types of customers, Invoice and CAP (Cash Account)
3. Fill in Customer details.
4. You can define customers payment modes.
5. Click on Save to save customer details. A pop screen will display to set branch information for
the customer. Make the necessary inputs and click on save. Exit on pop up screen will close the
pop up screen.
Customer Groups
Overview: This screen allows you to create customer groups.
4.
5.
6.
7.
8.
Click on plus button to add the entries to the list below. Minus button will discard the entries.
Repeat steps 2 to 4 for additional customers mapping.
Once done adding mapping entries, click on save to save the mapping entries.
Cancel will reset the screen and discard unsaved entries.
Exit will close the screen.
3. Save Exit will close the pop up screen and add the mapping in the main screen list/grid while
Cancel Exit will will close the pop up screen and you will be back to entries in step 2 above.
4. Added mapping now shows on the mapping screen as shown in the next figure. You can repeat
steps 2 to 3 for additional mappings.
5. Click on Save to save the mapping data.
6. Cancel will reset the screen and discard unsaved entries.
7. Exit will close the screen.
1. Enter a Customer Group in Group Code field using F1/F2 keys and tab to view products mapped
to the group. Note the mapping data is grouped branch wise on recall.
2. Click on the box in the first column for the rows of mapping you want to delete. Once ready with
all the rows to delete ticked you can now click on delete.
Orders
Overview: These transactions will allow you to raise purchase Orders to your suppliers to supply you
with goods. There are three different types of orders as follows:
Purchase Orders
Blank Orders
Semi-Auto Order
Blank Orders
Overview: This screen allows you to raise purchase order from a supplier for miscellaneous goods that
you don't have in your system.
Semi-Auto Order
Overview: This screen allows you to raise automatic purchase order for goods with re-order levels
defined and are below the reorder level. This will ensure stocks are always available for the defined
goods.
Reports
Print LPO(s)
Overview: This screen will allow you to print out Purchase Orders made in the system.
To Print a PO
1. Select the various filters:
Purchase Order: To print the actual PO document.
Pending LPOs. This is a listing report and is not the official PO document.
Supp Range: Range of suppliers for which to print PO documents.
LPO No Range: Range of PO numbers to be printed.
Product Code: Print Product Code on report.
Scan Code: Print scan code on report.
Internal Copy: Internal copy format.
Suppliers Copy: Suppliers copy format.
2. Click on Print to Preview and print out the report.
3. Cancel will reset the screen.
4. Exit will close the screen.
Transactions
Receipts
Adhoc Goods Received
Overview: This screen allows you to receive goods in an Adhoc manner meaning the goods are received
without having a corresponding purchase order to a supplier.
2. The pop-up will have a preview of the Current Cost Price, Current Margin, current selling price
and the New selling price to update. Click on Apply column for all the products you wish to
approve selling price update.
3. Save will Update the New Selling Price.
4. Delete will discard all the ticked pending price updates.
5. Cancel will reset the screen.
6. Exit will close the screen.
Goods Received
Overview: This screen allows you to receive goods against a corresponding purchase order previously
raise to a supplier within the sytsem.
7. System will display the Goods Receive Note number and next will prompt if you want to print out
the Goods Received Note.
8. Cancel resets the screen and will discard any unsaved entries if you were in the middle of a new
transaction.
9. Exit will close the screen.
To Recall GRN against Purchase Order
1. Enter the GRN number in field Received Note No.
2. Tab and system will recall transaction details.
3. You can Print the document again as a COPY.
4. Cancel will reset the screen.
5. Exit will close the screen.
Branch Receipts
Overview: This screen allows you to receive goods against an issue from another Branch. See Goods
Issue to Branch
5. Click on Ok once done filling. Cancel will reset the screen and discard any entries.
6. The pop up screen will close on clicking Ok and the goods will now appear on the bottom grid/list.
Returned by Customer
Overview: This screen allows you to receive goods returned by customer without reference to a previous
corresponding issue to the customer transaction in the system and as such is an ad hoc receipt from
customer.
5. Once done entering the values you can click on OK to go back to the main transaction screen
as shown next. Cancel Button will reset and discard the current transaction. The products now
appear on the list in the main transaction screen.
6. You can click on Generate C/Note to generate a credit note for the customer return.
7. Click on save to save the return against invoice and print out the Goods Returned by customer
and C/Note if applicable.
8. Cancel will reset the screen and Exit will close the screen.
Issue/Transfers
Goods Issue to Customer
Overview: This screen allows you to issue goods to your Invoice Customers (see Customer master).
1.
2.
3.
4.
Fill in the Issue Note Number in the field Issue Note No. Tab to view transaction details.
Print will print a COPY of the Goods issue note.
Cancel will reset the screen
Exit will close the screen.
4. Once done with confirming the goods to issue and what quantity to issue click on "Ok" button to
go back to main transaction screen. Cancel will reset the entire transaction and take you back to
the main transaction screen which will also have been reset.
5. You are now back to the main transaction screen and the quotation products list will be showing.
6. Enter any of the remaining fields if applicable. You can choose to generate an invoice. Click on
Save to save the quotation and get a print out of the goods issued and invoice if option was
selected.
7. Clicking on Cancel will reset the screen and discard any unsaved entries.
8. Exit will close the screen.
Figure 88 Goods issued against quotation - Goods Issue Note print out
1. Enter the transfer number and tab to view the transaction details.
2. Print will print a COPY of the Goods issued to branch.
3. Exit will close the screen.
3. A pop up screen will appear that will let you set quantity to issue to which branches from the total
quantity captured earlier. In essence it allows you to distribute product quantity across several
branches.
4. Once done distributing the quantity in the pop up screen click on Ok to go back to the main
transaction screen or cancel to exit distribution and you have to add the product again.
5. You can repeat steps 2 to 4 to add more products. To edit a product double click on it in the
list/grid below and it will move back to product fields for editing and you can add it back again.
You can alternatively choose to discard the product by clicking on the minus button.
6. Once your list is ready, you may fill in remarks if any then click on save to complete the
transaction and get the transaction number and document print.
7. Cancel will reset the screen and discard any unsaved entries.
8. Exit will close the screen.
Returns
Return to Vendor
Overview: This screen allows you to capture your goods returns to your suppliers.
To Return To Vendor
1. Click on New.
2. You can fill in a Reference number (Ref No) if applicable. Select a supplier you are returning
goods to in supplier code field using F1/F2 keys.
3. You can set if Cost Prices are Inclusive or Exclusive in the transaction. You may set currency
and exchange rate of transaction if fields are applicable.
4. You can start entering products to be returned using product code field to select products using
F1/F2 keys to select. You can change the Tax Code in the field before quantity field. Enter
quantity returned and you may change the cost price if applicable and set discount is any. Click
on Plus button to add the product to the list. Minus button will discard the product information.
5. You can continue adding more products. To edit an already added product, double click on the
product and it will flow back up for editing and re adding it or you may want to discard it altogether
using the minus button.
6. Once you are done making the list of products to return, you can click on save to save the return
and get a return note number and print out of the return.
7. Cancel resets the screen and will discard any unsaved entries.
8. Exit will close the screen.
Miscellaneous
Overview: These are adhoc transactions that cause a positive or a negative stock adjustment and are
accompanied by predefined reasons.
Miscellaneous Receipt
Overview: This screen allows you to perform a positive stock adjustment.
Miscellaneous Issue
Overview: This screen allows you to perform a negative stock adjustment.
3. Select a reason for product you are about to adjust under the field Reason by use of F1/F2 keys.
Select a product in the product code field using F1/F2 keys. Fill in product quantity to adjust and
click on plus to add to list of products to adjust, else click on minus to discard product entries.
4. To edit products already added into the list, double click on the product and it will flow back to
product entry fields where you can edit then re-add or discard the product by clicking on minus
button "-".
5. Once done adding products, click on save to complete the transaction and get the Miscellaneous
Issue Note Number a print out of the Miscellaneous Issues.
6. Cancel will reset the screen and discard any unsaved entries.
7. Exit will close the screen.
Quotation
Overview: This screen allows you to generate quotations to your customers for the supply of goods.
1.
2.
3.
4.
5.
6.
Click on New.
Set dates of quotation and validity date.
Select a customer in the customer Code field.
You may select a sales man in sales man code field using F1/F2 keys to select.
You may want to capture specific address of the customer and provide any quotation remarks.
You can now start adding products by selecting them one by one using the product code field.
Press F1/F2 keys to select a Product. Fill in product details such as quantity, Unit selling price
and discount if any.
7. Once you have correct product data filled, click on plus button to add to the quotation list below.
Repeat steps 6 & 7 to add more products. To edit a product already "added" double click on the
product to take it back up to edit fields then add again once done or click on Minus button "-" to
discard the product.
8. Once done adding products, click on save to save the quotation and get the quotation number
and print out.
9. Clicking on Cancel will reset the screen and discard any unsaved data.
10. Exit will close the screen.
To Recall a Quotation
1. Fill quotation number and tab to view transaction details.
2. You can click on print to print a COPY of the quotation.
Decomposition
Overview: This screen allows you to breakdown a product(parent) into smaller units (child) and thus
reduce quantity of the parent item (an auto Miscellaneous Issue) and Increase the quantity of the Child
product (an auto Miscellaneous Receipt).
To Decompose a Product
1. Select the product to decompose in the field Header Product Code by use of F1/F2 keys and fill
in quantity reduced when decomposing it.
2. Select the product the header product decomposes into in the product code field by use of F1/F2
keys. Fill in the quantity this product increases by. You can change transaction cost price of the
product.
3. Click on Plus button to add the product to the breakdown list below.
4. You can edit added product by double clicking on the row and it will flow back up to the entry
fields for editing or you can even discard the product by clicking on minus button.
5. Once you are ready with the decomposition entries, you can click on save to save the
decomposition transaction and get the Miscellaneous Issue and Miscellaneous Receipt numbers
which you can recall and view in the Miscellaneous Issue and Miscellaneous Receipt screens.
6. Cancel will reset the screen and discard unsaved entries.
Sales Ledger
Transactions
Generate Invoice
Overview: This screen allows you to raise invoice for goods issued to customer that have not yet being
invoiced. See Issues for issues to customer topics.
To Generate Invoice
1. Click on New.
2. Select the customer you wish to to Invoice in Customer Code field using F1/F2 keys.
3. If the customer has pending Delivery Notes not yet invoiced they will display in a list. Tick on one
or more of the Delivery Note Number as per how you want to invoice. The system allows you to
raise one single invoice for several pending delivery notes.
4. Once you have selected the D. Notes, you click on Done button and the details will be displayed.
5. Click on Save to raise an Invoice and you will get notified of the invoice number and a print out.
6. Cancel resets the screen and discards unsaved entries.
7. Exit will close the screen.
To Recall an Invoice
1. Type in the Invoice Number in the Invoice No field and Tab to view transaction details.
2. Print will print a COPY of the Invoice.
3. Cancel will reset the screen.
4. Exit will close the screen.
Overview: This screen allows you to generate a Credit Note for Goods Returned by customer. See
Returned By Customer.
To Generate C/Note
1. Click on New.
2. Select the customer you wish to to raise the C/Note, in Customer Code field using F1/F2 keys.
3. If the customer has pending returns that haven't had C/Note generated, they will display in a list.
Tick on one or more of the C/Note No (customer Return Note Number) as per how you want to
raise your Credit Note. The system allows you to raise one single Credit Note for several pending
customer returns.
4. Once you have ticked the Customer Returns Numbers to be processed, you click on Done button
and the details will be displayed.
5. Click on Save to raise a Credit Note and you will get notified of the Credit Note number and a
print out.
6. Cancel resets the screen and discards unsaved entries.
7. Exit will close the screen.
Sales Receipts
Overview: This screen allows you to capture payments made by your invoice customers for pending
invoices that have not yet been allocated a payment. See Allocations.
Allocations
Overview: This screen allows you to allocate payments made by the customer to invoices thus cross
checking to ensure outstanding amounts are settled.
To Allocate
1. Click on New and select a customer in customer Code field by clicking F1/F2 Keys.
2. The system will display a list of payments and invoices with their values. Invoices will have
positive amounts while payments will have negative amounts. as you fill in the Allocate column
you will see it update the "Amount to Allocate".
3. Allocate the Invoices to equal payments in terms of the amount out standing column until Amount
to Allocate is Zero.
Delete Allocation
Overview: This screen allows you to reverse allocations made. See Allocations.
To Delete Allocation
1. Click on New and select a customer in customer Code field by clicking F1/F2 Keys.
2. The system will display a list of payments and invoices with their values. Invoices will have
positive amounts while payments will have negative amounts. as you clear the Allocated column
you will see it update the "Amount to Allocate".
3. Delete the Allocated Invoices along with equal payments in terms of the outstanding amount
column until Amount to Allocate is Zero.
Reports
Debtor List
Overview: This report is a listing of you Debtors.
Credit Note Listing Customer wise: A report listing the credit notes along with the respective customers.
Receipt List
Overview: This report lists down receipts within the selected criteria. The receipts can be Actual Receipts
list which can be allocated or Deleted receipts list which were deleted.
Actual Receipts
Deleted Receipts
Sales Journal
Overview: This will output a couple of reports depending on criteria selected,
Statements
Overview: This is a statement report for your invoice customers.
Statement of Account
Aged Analysis
Overview: This report shows an analysis of Accounts Receivable for a period of last 5 months from date
selected.
Reports
Front Office
Zed History
Overview: This screen is used to generate a Zed Summary reports.
Detail Listing
Summary Listing
Figure 151 Float, Petty Cash and Cash pick up report screen
Figure 152 Petty Cash, float and cash pickups detail report
Loyalty Report
Overview: This screen is used to generate a report for sales done to loyalty customers.
Backoffice
Listings
Product List
Overview: This screen generates a listing of products in the system.
Special Filters
Price List
Overview: This screen allows you to generate a price listing for selected products.
Special Filters
Isolated Products
You can filter report using Group, Department, Class, Sub Class, Supplier or Productwise.
Matrix: For additional Fashion items filters
Grouping: Will group report when ticked according to Group, Department, Class etc
depending on selection done.
Filter On: Active, Inactive or both; Sellable,Non-Sellable or both; Orderable/nonOrderable or both.
Specific Margin: Filter report to show price list with specified margin range.
Figure 182 Price List report screen matrix item filters option
Authorization Form
Supplier List
Overview: This screen will generate a listing of suppliers in the system.
Customer List
Overview: This screen will generate a customer listing report.
Customer Listing
Transactions List
Overview: This screen will provide reports for various transactions
Issues/Quotations
Overview: This screen generates a listing report for Goods issued against quotation transactions.
Serial Track
Overview: This screen is used to generate a listing report for serial numbers transactions. You can track
what type transactions are linked to the serial numbers.
You can select a single serial number in serial no field or leave it blank to generate for all serial numbers.
Expiry Ageing
Overview: This screen is used to generate a report listing expiry data for selected products of expiry
type.
Enter the Day Ranges to view the aged analysis as shown in the screen example above and output in
below report.
Expiry Listing
Overview: This screen will generate a listing report for expiry with the expiry dates and quantities for
expiry type of products. You can thus see products that are going to expire before a certain date and
plan accordingly.
Figure 216 Expiry Listing Report showing the Expiry Information breakdown.
Lot Products
Overview: This screen is used to generate listing for Lot numbers and their respective quantities.
Special Filters
Figure 218 Lot Products Listing Report screen isolated item selection option
Figure 219 Lot products listing report With Stocks option checked
Figure 220 Lot products listing report With Stocks option not checked
Sales Analysis
Daily Sales Report
Overview: This screen is used to view daily sales report.
Goods Sales
Overview: This screen is used to generate goods Sales report.
Special Filters
POS Issues: This will filter for POS Transactions when checked.
Other Issues: This will filter for other transactions apart from POS.
Figure 224 Goods Sales report screen isolated item selection option
Overview: This screen is used to generate several reports including VAT Analysis and detailes and
summarised VAT analysis.
Figure 228 Product Sales VAT Listing screen isolated item selction option
Department Sales
Overview: This screen is used to generate a departmental Sales analysis.
Flexible Sales
Overview: This screen allows you to filter sales using flexible fields if applicable.
Print GRN
Overview: This screen allows you to reprint Goods Received Notes. See Goods Receipt in Transactions
topic.
Stock Report
Stock Card
Overview: This screen allows you to generate a stock card report for inventory.
Fast Moving
Overview: This screen is used to generate a fast moving report for stocks that have high movement in
stocks.
Slow Moving
Overview: This screen is used to generate a slow moving listing report for stocks that are not moving
much in stocks.
Reorder Checklist
Overview: This screen is used to generate a reorder checklist report for items with reorder level set for auto goods
receipt.
Profitability
Overview: This screen is used to generate report for Profitability.
Stock Valuation
Overview: This screen is used to generate the stock valuation reports.
Discounts Report
Overview: This screen is used to generate Discounts Report.
Labels
Thermal Labels
Overview: This screen is used to print Thermal Labels. see Label Administration
To Print
1. Make sure label printer is connected and configured correctly.
2. Select Label Name. see Label Administration
3. Select Product in Product Code Field using F1/F2 keys.
4. Key in the number of labels.
5. Click on Print.
6. Cancel will reset the screen.
7. Exit will close the screen.
Shelf Labels
Overview: This screen is used to Print shelf labels.
To Print
1. Make sure printer is configured and connected.
2. Enter criteria for labels to print in the provided filter fields.
3. Print.
4. Exit will close the screen.
Repack Lables
Overview: This screen is used to print repack labels.
To Print
1. Select repacked product in product code field using F1/F2 keys.
2. Key in number of labels.
3. Set the Weight and dates fields.
4. Print.
5. Exit will close the screen.
Day Operations
End Day
Overview: As the name suggests, this provides functionality to perform closure of a business date. This
process is very important as this date is used throughout the application as the business date for various
entries.
Auto GRN
Overview: This screen allows you to set a date range and perform an Auto GRN (automatic goods
receipt) for transactions posted within that date for goods that have been set to allow Auto GRN (See
product master)
To Update POS
1. Simply click on the Update POS button and the system will send the command and give a
success message.
Refresh Stocks
Overview: This will appear in the navigation menu. It has no screen, the button simply raises a command
to reconcile the stock quantities to get the correct current stock after considering all inventory
transactions.
To Refresh Stocks
1. Simply click on the button and the system will update stocks and give a success message after
this is done.
Price Setup
Sell Prices
Overview: This screen allows you to update product prices in the various branches.
Cost Prices
Overview: This screen allows you to update cost prices across the branches.
Change Report
Overview: This screen will generate a report of price changes be it cost price or selling price based on
selected criteria/filters.
Cyclic Counts
Overview: This is all about stock take procedures and is basically functionalities to capture stock counts.
Stock taking in CORE will involve the following.
Freeze Stocks
Random Entry
Stock Inquiry
Update Stocks
Freeze Stocks
Overview: This screen allows you to select stocks you are to count.
To Freeze Stocks
1. Select options:
Partial: Count partial products/goods in your inventory.
Full: Count everything in you inventory.
Stock Take Range: Criteria of range of partial stock take which can be product range,
direct product group range, product department range or supplier range.
2. Based on the Stock Take Range, select the range from and to using F1/F2 keys to select the
respective criteria. Click on plus button to add selected range. Minus button will reset range
fields.
3. To edit an already "added" range, double click on the row and it will flow back to entry fields for
editing.
4. Click on save to save the freeze stocks data.
5. Cancel will reset the screen and discard unsaved range data.
6. Rollback will undo the current stock take and if need be, you have to start a new stock take
routine from step 1.
7. Exit will close the screen.
Random Entry
Overview: This screen is where you will key in your stock take count data.
Stock Inquiry
Overview: This screen allows you to inquire the quantity of a product before confirming and updating
this quantity in the system. The value of quantity is the value that was keyed in in Random Entry as the
counted quantity in the respective sheet number.
Update Stocks
Overview: This screen is the final step of stock take procedures. This is where you will update the stocks
and this becomes the system quantities as at that time of update.
To Update Stock
1. Select option for update stocks not counted to ZERO. This means that the system will update
stock items quantity to zero for stock items not keyed in while doing random entry, should you
select Yes option.
2. Click on Update to update the stocks quantity as per entries made and as per the option selected
in step 1 above for non counted stocks. You will get a confirmation message. Click on yes to
update and no to abort.
Cyclic Reports
Stock Take Sheet
Overview: This is a screen to print out the stock take sheet which is a list of items you have selected to
count with a blank quantity column for you to fill in manually while counting.
Special Filters:
Cashier's Function
Ammend POS Receipt Payment
Overview: This screen allows you to amend the payment type of a Bill posted in POS before the POS
does Zed (Closes period).
This can be used to fix erroneous payment entries.
To Amend a Bill
1. Key in the Till Number where the bill was posted.
2. Key in the Bill Number.
3. Click on Save and you will get a pop up screen to make the amendment.
4. You can clear current Payment value and set different values e.g. you can change value from
cash payment to a credit card payment.
5. Once Done click on Accept to save the amended payments.
6. Cancel will reset the screen and discard unsaved entries.
7. Exit will close the screen.
Cancel Receipt
Overview: This screen is used to cancel bills posted in POS before the POS performs Zed.
To Cancel Receipt.
1. Select the Till Number where the Bill was posted.
2. Select the Bill Number.
3. Key in a reason for canceling the bill.
4. Click on Save to finish the cancel procedure.
5. Cancel will reset the screen and discard unsaved entries.
6. Exit will close the screen.
Till Position
Overview: This screen displays the current sales position for all tills in the branch.
Bill Re-Print
Bill Re-Print
Overview: This screen is used to re-print POS receipts.
Filters Explained
Customer Copy: Will print only customer relevant data.
Full Bill: Will print all details including details that don't normally print on a customers
receipt. This is mainly for internal use.
Current: Re-Print a bill currently posted on the till before Zed.
Previous: Re-Print older receipts no longer in Till but uploaded to server after Zed.
Thermal: Will print format of thermal receipt printer.
Normal: Will print a larger printer format like A4.
Bill Number: Bill to re-print
Till Number: Till where bill was posted.
Run Date. Business Date when bill was posted.
To Reprint
1. Select the appropriate filters as explained above.
2. Click on Print to get the print out preview.
3. For thermal a pop up will show with the bill sample. Click on print to send to printer or exit to
abort. For Normal, find the printer icon on the previewed report and send to printer.
4. Cancel will reset the screen.
5. Exit will close the screen.
Cancels History
Overview: This screen allows you to preview report for canceled receipts.
Void/Refund History
Overview: This screen is used to generate a history report for Voids and Refunds.
Cashier Collection
Overview: This screen is used to make collections from cashiers when they finish their "Shift" but POS
still continues being used by the Next Cashier without Zed being performed.
To Add Cashier Collections
1. Click on New.
2. Select date of interest.
3. Select Cashier.
4. You can now feed in values into the Pay Amount column for the various listed collections.
5. Click on Save once done. The screen will reset and show the pay amount entry vs the system
amount and the Variance if any.
6. If you are satisfied with the output, you can click on reconcile after which you will not be able to
make any future changes to the particular date's collections.
7. Print will print out a Collections report for the cashier and date selected.
8. Cancel will reset the screen.
9. Exit will close the screen.
Spot Check
Overview: This screen allows you to see a preview of cashier collections.
Admin Functions
Settings
Till Administration
Overview: This screen allows you to setup POS tills.
To add a Till
1. Click on new and fill in the fields:
Till No: Till Number assigned.
Machine Name: Name of PC.
SQL Server Name: This is the central database server.
SQL Server Database: Central server database name.
MSDE Instance: Local till database server instance.
MSDE Database: Local database name.
MSDE User Name: Local database server user name.
MSDE Password: Local database server user password.
Screen Type: NORMAL or TOUCH screen setting.
Login Mode: method used to login to the till.
Cash Drawer Status: Cash drawer availability setting.
Display Status: Display pole availability.
Display Mode: Display pole model.
Display Port: Port for display port.
Printer Status: Printer availability setting.
Printer Mode: Printer Model.
Printer Port: Port for the printer.
Till/Thermal: Further printer modes.
Interface Type: Connection port type.
Sale Type: Type of Till in terms of transactions.
SDC Status
SDC Port
Branch Code
Item type.
Map Keys
Overview: This screen allows you to set shortcuts to some common POS functionalities.
To Map Keys
1. Select the command on the command list.
2. Current short cut will show in the Current Keys field. Click on Press New Shortcut Key and press
the short cut to set.
3. Save to finish mapping keys.
4. Exit will close the screen.
Label Administration
Overview: This screen is for designing labels which can be shelf price labels.
Shortcut Mapping
Quick Shortcut(s)
Overview: This screen allows you to set a shortcut for selected functionalities
Menu Shortcut(s)
Overview: This screen allows you to set a shortcut to selected Navigation Menu items.
Bill Message
Overview: This screen allows you to set the bill last line message.
User Responsibilities
Group Master\Responsibilities
Overview: This screen allows you to create and manage group rights.
User Master
Overview: This screen is used to add system users.
To Add a User
1. Click on New.
2. Key in a user name.
3. Key in the Full Name.
4. Key in password.
5. Select a Group Name where the user belongs by use of F1/F2 keys. Note that this group grants
the user the rights to the system as defined for the group. See Group Master\Responsibilities.
To Enroll
1. Select a user in top most field using F1/F2 keys.
2. Click on Enroll and you will get prompts to place finger
3. Exit will close the screen.
To Verify Enrollment
1. Select a user in top most field using F1/F2 keys.
2. Click on Verify and place enrolled finger for the user.
3. You will get a message if user is identified.
4. Exit will close the screen.
To Enroll
1. Select a user in the topmost field using F1/F2 keys.
2. Click on Enroll
3. Exit will close the screen
Application
Log Out
Overview: This will log you out and take you back to log In screen.
Change Location
Overview: This allows you to switch to another branch without having to exit or log out from the
application.
To Change Location
1. Once you click on change location you will get a screen listing all available locations. Just double
click on any location you wish to change to.
Exit
Overview: This will exit core back office.
List of Figures
Figure 1 Search Control .................................................................................................................................. 7
Figure 2 Search Control Pop Screen on pressing F1/F2 keys ........................................................................ 7
Figure 3 Search control filtering on keying in search text ............................................................................... 7
Figure 4 Mandatory Field................................................................................................................................. 7
Figure 5 Core Back Office Short Cut ............................................................................................................... 8
Figure 6 Core Login Screen ............................................................................................................................ 8
Figure 7 CORE Manual Login ......................................................................................................................... 9
Figure 8 CORE Biometric Login ...................................................................................................................... 9
Figure 9 CORE Menu Screen ....................................................................................................................... 10
Figure 10 Company Master Screen .............................................................................................................. 10
Figure 11 Branch Master Screen .................................................................................................................. 12
Figure 12 Product Master Screen ................................................................................................................. 13
Figure 13 GS1 Scan Codes import Screen. .................................................................................................. 15
Figure 14 Product Master with sample Matrix Item data ............................................................................... 15
Figure 15 Product Master with Style Management Tab sample Data ........................................................... 16
Figure 16 Extra Product Information - Sell Prices ......................................................................................... 17
Figure 17 Extra Product Information - Link Product ...................................................................................... 18
Figure 18 Extra Product Information - Scan Codes ...................................................................................... 19
Figure 19 Extra Product Information - Extra Info ........................................................................................... 20
Figure 20 Extra Product Information - Status ................................................................................................ 20
Figure 21 Extra Product Information - Slabs ................................................................................................. 21
Figure 22 Product Inquiry .............................................................................................................................. 22
Figure 23 Scan Code Master ........................................................................................................................ 23
Figure 24 Product Link Master ...................................................................................................................... 24
Figure 25 Reason Master .............................................................................................................................. 25
Figure 26 Discounts Master .......................................................................................................................... 25
Figure 27 Group Master ................................................................................................................................ 27
Figure 28 Department Master ....................................................................................................................... 27
Figure 29 Class Master ................................................................................................................................. 28
Figure 30 Sub-Class Master .......................................................................................................................... 29
Figure 31 Brands Master ............................................................................................................................... 29
Figure 32 Color Master .................................................................................................................................. 30
Figure 33 Size master ................................................................................................................................... 31
Figure 34 Type Master .................................................................................................................................. 31
Figure 35 UOM Master .................................................................................................................................. 32
Figure 36 Dimension 1 Master ...................................................................................................................... 33
Figure 37 Dimension 2 Master ...................................................................................................................... 34
Figure 38 Dimension 3 Master ...................................................................................................................... 34
Figure 39 Dimension 4 Master ...................................................................................................................... 35
Figure 40 VAT Master ................................................................................................................................... 36
Figure 41 VAT Update ................................................................................................................................... 36
Figure 42 Flexible Fields for POS ................................................................................................................. 37
Figure 43 Flexible Fields for Delivery Note ................................................................................................... 38
Figure 44 Flexible Fields Master ................................................................................................................... 39
Figure 45 Flexible Fields for Product ............................................................................................................. 40
Figure 46 Currency Master ............................................................................................................................ 41
Figure 47 Currency Ordering ......................................................................................................................... 42
Figure 48 Credit Card Master ........................................................................................................................ 43
Figure 49 Customer Master ........................................................................................................................... 44
Figure 50 Customer Master - Branch pop up ................................................................................................ 44
Figure 51 Customer Groups Master .............................................................................................................. 45
Figure 52 Customer Group Mapping ............................................................................................................. 45
Figure 53 Product Group Mapping ................................................................................................................ 46
Figure 54 Product Group Mapping - Branch Pop Up .................................................................................... 47
Figure 179 Product listing report Without Stock Option .............................................................................. 116
Figure 180 Price List report screen ............................................................................................................. 116
Figure 181 Price List report screen isolated item selection ......................................................................... 117
Figure 182 Price List report screen matrix item filters option ...................................................................... 118
Figure 183 Price List report ......................................................................................................................... 118
Figure 184 Price change authorization report ............................................................................................ 118
Figure 185 Supplier List screen ................................................................................................................... 119
Figure 186 Supplier List screen isolated selection option ........................................................................... 119
Figure 187 Supplier Listing report Without Department-wise option ........................................................... 120
Figure 188 Supplier Listing report With Department-wise option ................................................................ 120
Figure 189 Customer list report screen ....................................................................................................... 121
Figure 190 Customer list report ................................................................................................................... 121
Figure 191 Other Master List report screen ................................................................................................ 122
Figure 192 Class Listing report ................................................................................................................... 122
Figure 193 Sub Class Listing report ............................................................................................................ 122
Figure 194 Department Listing Report ........................................................................................................ 123
Figure 195 Linked Product Listing report .................................................................................................... 123
Figure 196 Scan code Listing Report .......................................................................................................... 123
Figure 197 Vat Listing Report ...................................................................................................................... 124
Figure 198 Currency Listing Report ............................................................................................................ 124
Figure 199 Transaction Listing Reports screen .......................................................................................... 125
Figure 200 Goods Issue Transaction Checklist report ................................................................................ 125
Figure 201 Goods Received Listing report .................................................................................................. 126
Figure 202 Returned To vendor Listing report ............................................................................................ 126
Figure 203 Inter Branch Issues Report ....................................................................................................... 126
Figure 204 Inter Branch Receipts Listing Report ........................................................................................ 127
Figure 205 Customer Return Listing Report ............................................................................................... 127
Figure 206 Branch Receipts Listing Report................................................................................................. 127
Figure 207 Goods Issued To Branch Listing report .................................................................................... 128
Figure 208 Quotation Listing Report ........................................................................................................... 128
Figure 209 Issues/Quotations Report screen .............................................................................................. 128
Figure 210 Delivery List report .................................................................................................................... 129
Figure 211 Serial Tracking report ................................................................................................................ 129
Figure 212 Serial Tracking Report .............................................................................................................. 129
Figure 213 Expiry Ageing screen ................................................................................................................ 130
Figure 214 Expiry Ageing report .................................................................................................................. 130
Figure 215 Expiry Listing Screen ................................................................................................................ 131
Figure 216 Expiry Listing Report showing the Expiry Information breakdown. ........................................... 131
Figure 217 Lot Products Listing Report screen ........................................................................................... 132
Figure 218 Lot Products Listing Report screen isolated item selection option .......................................... 133
Figure 219 Lot products listing report With Stocks option checked ............................................................ 133
Figure 220 Lot products listing report With Stocks option not checked ...................................................... 134
Figure 221 Dails Sales Report screen ......................................................................................................... 134
Figure 222 Dails Sales Report .................................................................................................................... 134
Figure 223 Goods Sales report screen ....................................................................................................... 135
Figure 224 Goods Sales report screen isolated item selection option ....................................................... 136
Figure 225 Goods Sales report detailed..................................................................................................... 136
Figure 226 Goods Sales report summary ................................................................................................... 136
Figure 227 Product Sales VAT Listing screen ............................................................................................ 137
Figure 228 Product Sales VAT Listing screen isolated item selction option .............................................. 138
Figure 229 Product Sales VAT Listing detailed report ................................................................................ 138
Figure 230 Product Sales VAT Listing summary report .............................................................................. 138
Figure 231 Summary Sales VAT Analysis .................................................................................................. 139
Figure 232 POS Sales VAT Analysis screen .............................................................................................. 139
Figure 233 POS sales VAT Analysis report ................................................................................................ 139
Figure 234 Department Sales Report Screen ............................................................................................. 140
Figure 235 Department Sales Report .......................................................................................................... 140
Figure 236 Flexible Sales Report screen .................................................................................................... 141
Figure 237 Supplier Sales Report Screen ................................................................................................... 141
Figure 238 Supplier Sales Report .............................................................................................................. 142
Figure 239 Goods Received\Returned Report Screen ............................................................................... 142
Figure 240 Detailed Goods Returned/Received Report .............................................................................. 143