Content

Content
Hotel Management Configuration ............................................................................................. 3
Stock Management .................................................................................................................... 3
Products Maintenance ....................................................................................................... 3
Clients Maintenance .............................................................................................................. 4
Suppliers Maintenance........................................................................................................... 5
POS System ............................................................................................................................ 6
Maintenance of the Warehouse Series .............................................................................. 6
Point of Sale (POS) ................................................................................................................... 15
Configuration ..................................................................................................................... 16
Terminal Configurator ...................................................................................................... 17
Client Display Configurator............................................................................................... 18
Tables Maintenance ......................................................................................................... 18
Update to Server .............................................................................................................. 19
Till Transactions.................................................................................................................. 20
Till Opening ...................................................................................................................... 20
Till closure ........................................................................................................................ 21
Till Transfer ...................................................................................................................... 22
Set the cash free .............................................................................................................. 22
Till Transactions Consultation........................................................................................... 23
Shifts Consultation ........................................................................................................... 23
Sales Ledger ....................................................................................................................... 25
Finalize table order........................................................................................................... 28
Finalize the Sale (Partial sale) ........................................................................................... 31
Product transfer between tables. ..................................................................................... 32
Reports .................................................................................................................................... 33
Invoice Consultation ......................................................................................................... 34
Sales Consultation ............................................................................................................ 34
Sales Report ..................................................................................................................... 34
Sales Report Summary ..................................................................................................... 35
Payment Method ............................................................................................................. 35
Payment Method Summary ............................................................................................. 35
Sales by User .................................................................................................................... 36
Sales by User Summary .................................................................................................... 36
Sales by User/Till .............................................................................................................. 37
Item Sales ......................................................................................................................... 37
Item Sales Summary ......................................................................................................... 38
Sales by Till ....................................................................................................................... 39
Sales by Till Summary ....................................................................................................... 39
Item Sales by Family ......................................................................................................... 39
Item Sales by Family Summary ......................................................................................... 40
Item Sales per Hour .......................................................................................................... 40
Client per Hour Sales ........................................................................................................ 41
Item Sales by User ............................................................................................................ 41
Item Sales by User Summary ............................................................................................ 42
Quick Guide: ............................................................................................................................ 43
How to make a sale .............................................................................................................. 43
Hotel Management Configuration
The Main Tables are managed at the hotel management application (products, clients,
suppliers, settings).
Stock Management
Products Maintenance
General Data I
General Data II
Commercial Data
Clients Maintenance
Client Maintenance
Suppliers Maintenance
Suppliers Maintenance
POS System
Maintenance of the Warehouse Series
There can be inserted several POS Terminals that may work in two modes: simple or
restaurant (table’s management).
Terminals Maintenance
Fields:
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Cod. – Terminal Code
Designação – Terminal Name
PWD – Server connection password
Lic – Licensing Code
Dt Valid- License Date
Caixa – Till
Zona - Zones
Serie – Documents Counter
Modo – Simple or Restaurant mode
To each POS Terminal it’s associated one series, one till and one zone.
Each POS Terminal may have one till associated or you may establish that the till is the one
associated to the vendor.
Series
Series Maintenance
Fields:
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Designação. – Series designation
FT.Tdoc – Document type for invoices
FS.Tdoc – Document type for simplified invoices
RC.Tdoc – Document type for receipts
DV.Tdoc – Document type for devolutions
Imp – Set of document sheet per document type
A series it’s a group of document counters set at the back office.
The counter it’s set by warehouse and document type (invoice, simplified invoice, receipt and
devolution).
At the series its set which paper per type of document.
Zones
Zones Maintenance
Field:
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Designação – Designation
Definição – group/categories of products available at the POS
PRV – Sell price at this zone
Ins. Mesa – No modo de restauração, inserção de mesas.
1. Here you may insert several zones, for example: bar, restaurant, swimming pool.
2. Zones may work in restaurant and simple mode simultaneously.
3. In each zone you may set which sell price to use (there are 4 different sell prices at the
product interface in the back office).
4. The zones may contain tables in restaurant mode or without tables in simple mode.
Document Sheets
Maintenance of sheets with header and footer
Campos:
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Impresso – Name of the sheet
Fonte Det – Which font family for the sheets details (products rows)
2 Lin Det – If it prints 2 rows per detail or everything in one row.
Imp. Logo – If it prints a logo.
Header
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Styling header rows of the document sheets.
Footer
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Styling footer rows of the document sheets.
Other Configurations
Fields:
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Mercado – Market
Nome Comercial – Company commercial name
Imposto Incluído – if tax it’s included at the selling prices
Logotipo – Logo for the documents
Controla Caixa – if it opens and closes the till
MSG – Messages for the client display (Top and Bottom)
Desabilitar 2ª Moeda – if it displays the two currencies.
Printers
Fields
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Impressora – Name of the printer installed at the operating system
M Pap. – Paper size(width), ex 790 = 7.9 centimeters
DPI – DPI of the printer.
Payment types
Payment types created at the back office
Fields
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Inc – Included as a method of payment on the Terminal.
Cod. – Code
Designação – Designation
Numer – Set which payment type for cash payments(needed for change)
MB – Set which payment type for Credit Card payments(needed for C.C. shortcut)
Vendors
Vendors Maintenance
Fields:
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Inc. – Vendor at the POS
Cod. – Code
Nome – Name
PWD – Password
Foto – Photo
Perfil – Type of Vendor (permissions)
Caixa – Till associated to the vendor.
Out. – Vendor settings (permissions)
Permissions
Vendas a Dinheiro (Cash Sales)
Vendas a Crédito (Credit Sales)
To create this type of action
To create this type of action
Recolhas
Alterar Cliente em Recolha (Change
Client)
Alterar Descontos em Recolha
(Change products discounts)
Alterar PRV em Recolha (Change sell
price)
Retificar Linhas em Recolha (Edit
table order rows)
Emitir Segunda Via em Recolha (Print
duplicate)
Eliminar Talão (Delete table order)
Alterar Recolha outros Vendedores
(alter table orders from other
vendors)
To alter final client on table order
finalizing
To alter products discounts
To alter change sale price type
To edit table order
To print duplicate
To delete table order (all rows)
To edit other vendors table orders
Consultations
Consultas
Diário de Vendas
Diário de Vendas (Resumido)
Formas de Pagamento
Formas de Pagamento (Resumido)
Formas de Pagamento por Doc.
Vendas Vendedor
Vendas Vendedor (Resumido)
Vendas Vendedor por Caixa
Vendas por Artigo
Vendas por Artigo (Resumido)
Vendas por Caixa
Vendas por Caixa (Resumido)
Vendas por Família
Vendas por Família (Resumido)
Vendas Artigo por Hora
Vendas Cliente por Hora
Vendas Artigo por Vendedor
Vendas Artigo Vendedor (Resumido)
Consulta de Vendas Globais
Consulta de Movimentos Caixa
Globais
Permissão para Consultar Mapas
Permissão para Consultar este mapa
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Mapas
Permissão para Consultar Vendas de
Todos os Vendedores
Permissão para Consultar Movimentos
de todos os Caixas
Maintenance of POS product Groups/Categories
Product Groups Maintenance
Maintenance of product categories, product families and sub families
(Example: food, drinks, etc…)
You may set the font family and color of the categories to make the visualization more userfriendly; Also you may set the font color and background of the products.
Printers Maintenance /Product Types/ Terminal
At the table orders, you can set which product types will be automatically printed as you add
them to orders.
Example: when you insert the table order, some of the products will be printed at the kitchen
printer and others at the bar.
Point of Sale (POS)
Interface de Login
Opening and Closure of the Till (Shifts)
Sales Ledger
Consultation of sales documents
Configuration and data update of the POS Terminal
Configuration
Configuration Interface
Terminal Configuration – Update terminal data.
Table’s Maintenance – Verifies the table current status.
Client Display Configuration – Sets the Client Display parameters.
Update to Server – Manually updates data to the server.
Terminal Configurator
Server connection configuration interface
At this interface you can set the connection settings of the POS Terminal to the main server.
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Server – Name or IP Address of the server where the POS System Service runs
Port – Connection Port
Terminal –Terminal Name (set in the back office)
Password – Terminal Password (set in the back office))
Test Connection – Verifies Terminal connectivity
Register Terminal – Registers the Terminal
Update – updates the Terminal Data (Example: Price Changes, new Products, etc…)
Client Display Configurator
Client Display Configurator
Tables Maintenance
Tables Maintenance
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Control Terminal - Terminal set to control de table
Acting Terminal – Current terminal controlling the table.
Control all Tables – in the case that the control terminal responsible for the zone it’s
not working (example: malfunction) you may set the control of the zone into another
terminal. (Attention: This functionality it’s temporary while this terminal is online). For
a permanent solution you must set this setting at the back office and update the
terminals.
Update to Server
1. Sends the POS Terminal sales data to the server manually.
2. The terminal executes an automatic send when a sale is made or at each 15 minutes.
3. When the color of the button it’s green it means that all data at the terminal has
already been sent to the server.
Till Transactions
Till Opening
1. To start selling you need to open the till, where you set the amount of money you start
with.
2. You must insert how many coins and bills you have at the cash.
3. When you complete, please press Finalize Till Activity
Till closure
1. The till closure will enabled the cash analysis, available by consultation and reports.
2. Like at the till opening the vendor will have to insert the cash totals that exist at the till
and also the totals received for each payment type.
Till Transfer
1. It´s the equivalent of the two previous operations (closure and opening) at the till.
2. The current currency present at the till it´s transferred to another vendor.
3. It’s obliged to insert the amount and variety of currency to transfer.
4. It ends with the selection of the vendor to which the transfer it’s made.
Set the cash free
Whenever you need to remove currency from the till, you can set the cash free whenever the
money in the till exceeds a determined amount, to decrease the amount of currency present
at the till.
Till Transactions Consultation
1. At this screen you may consult and print all the movements made at the till (opening,
closure, transfers and set cash free).
2. Here you can also print a duplicate of the movement document.
Shifts Consultation
For each shift you can see:
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Values of the till opening, closure, transfers and set cash free;
Balance of all till movements (Closure + Set cash free - Opening);
Document types made at this shift and payment types;
Sales by item families of products sold in this shift;
For each day you can see:
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For each shift, the products sold by family;
The total sum of products sold;
Accumulated balance of all the methods of payment;
Sales Ledger
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Select the zone where you want to insert a table order;
o Example: Bar or Restaurant.
Select a table;
Table 1 selected
Return to table’s selection.
Transfers products between tables.
Delete table products
Prints current products at the table without finalizing.
Products Categories.
Products
Keyboard.
Search products by name.
Calculator.
Exit the user’s session.
Change Quantity;
Print invoice duplicate;
Switch between keyboards (Numeric/ Alphanumeric)
Identify Client
The client’s info can be changed, being saved to this sale and associated to the taxpayer
number.
Search of existing clients on the database by name and taxpayer number;
Finalize table order
Finalize table order mode without payment type being set.
Finalize table order mode changing the payment type to cash payment;
Finalize table order mode changing the payment type to ATM payment;
Finalize the table order and prints invoice;
Allows setting the client before the invoice print;
Allows finalizing the table order charging the room (Hotel).
Details of the document
Finalize the Sale (Partial sale)
Remaining Products
Products to finalize
The process it’s the same as when we finalize a sale with all the products of the table, but in
this case there will remain some products for a future sale (new invoice).
With these keys:
Transfer all the products from the sale to the remaining products area.
Transfer the selected product from the sale to the remaining products area.
If the product has more than one unit then it transfers each unit of the
product.
The following keys execute the opposite action.
Product transfer between tables.
Transfer products from one table to another.
After picking the destination table you can select the products you want to transfer.
All products
A product
A unit of a product
Reports
Invoice Consultation
Sales Consultation
Filter by seller, Cash and dates
Sales Report
Sales Report Summary – Tax rate, net value and sale tax
Payment Method – Document, Change Value, Document Total.
Payment Method Summary – Method , Change Value, Documents Total.
Sales by User – Document, N.Items, Discount, Total
Sales by User Summary - User, N. Items, Discount, Total
Sales by User/Till – Till, User, Total Sales.
Item Sales – Items , Document, N. Items, Total
Item Sales Summary – Item, N. Items e Total
Sales by Till – Till, Documents, N. Items, Document Totals
Sales by Till Summary – Till, N. Items, Document Totals
Item Sales by Family – Family , Documents, N. Items, Total
Item Sales by Family Summary – Family, N. Items e Total
Item Sales per Hour – Time, N. Items, Value, Average
Client per Hour Sales – Time, N. Clients, Value, Average
Item Sales by User – User, Item, N. Items, Total
Item Sales by User Summary – User, N. Items e Total
Quick Guide:
How to make a sale
1. Select the vendor;
2. Select a table;
3. Select the products to insert;
4. Select Finalize;
5. Select the payment type;
6. Insert the currency received;
7. Finalize the sale or Finalize with Client;