Point of Sale Range 2014 Startup guide Lite, Professional, Enterprise i
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Reckon Point of Sale 2014 User Guide Point of Sale Enterprise Point of Sale Professional Point of Sale Lite
Copyright © 2014 Reckon Ltd All rights reserved Reckon Australia, Locked Bag 7522, McMahons Point NSW 2060 Trademarks Unauthorised duplication is prohibited by law and the terms of the Licence Agreement. Reckon, Reckon logo, Reckon Accounts, and R Logos are trademarks of Reckon Ltd. The trademarks of other products are owned by their manufacturers. Distributed in Australia and New Zealand by Reckon Ltd, Locked Bag 7522, McMahons Point NSW 2060. Software © 2013/14 Reckon Limited. All rights reserved.
Contents Welcome to Reckon Point of Sale 1 Installing Point of Sale Quick overview Getting help with POS In-product Help This user guide 2 2 3 4 4 About Point of Sale 7 Overview About POS Lite About POS Professional About POS Enterprise The POS system How does POS integration work? The POS store Setting up POS 8 8 9 9 10 14 15 16 v
Getting Started Using Reckon Accounts inventory with POS Reckon Accounts inventory Adding and maintaining customer records Reckon Accounts customers Adding and maintaining employee records Introducing POS Administrator options About POS Administrator POS Administrator options Lists tab Rounding tab Currency tab Scanning tab Layby tab EOD (End of Day) tab Customer Loyalty tab Pump tab Table Manager tab Appointment Manager tab SMS tab vi 19 20 20 28 29 33 37 38 39 43 47 48 48 50 51 54
Automatic Backup tab 62 Working with POS Administrator 65 Working with POS Administrator Viewing the Products list Changing prices Managing promotions Creating labels Managing laybys Converting currency Viewing the Customers list Checking your licence key Checking the terminal status Transferring data from Reckon Accounts Posting Transactions to Reckon Accounts Compacting and Repairing your database Backing up your data Restoring your data Sending a message to a terminal Deleting a ter
Validate your RPOS database Log off/Switch user Introducing POS Terminal options About POS Terminal The user display The transaction display The information display POS Terminal options General tab Display tab Lists tab Keyboard tab Scanner tab Customer Display tab Receipt printer tab Kitchen printer tab Invoice printer tab Cash drawer tab EFTPOS tab Card reader tab Scale tab viii 80 81 83 84 85 85 86 86 88 89 90 92 95 97 98 100 102 104 106 108 109
Report printer tab Pump tab Table Manager tab Appointment Manager tab 110 111 113 114 Working with POS Terminal 117 POS Terminal functions Setting up POS Terminal function keys POS Terminal transactions Basic transactions Tendering transactions Converting currency Working with vouchers Holding a transaction Correcting a transaction Locating a historical transaction Applying discounts Applying surcharges Working with laybys Working with customer accounts Managing your cash 118 118 12
Printing receipts and invoices Browsing the Internet Working with Table Manager About Table Manager Enabling Table Manager Enabling reservations Setting up area layouts for all terminals All about areas All about tables (interactive) All about non-interactive objects Printing the Table Manager Layout Setting up Table Manager on each terminal Adding the Table Manager function key Adding Hold and Retrieve transaction function keys for Table Manager Using Table Manager Opening Table Manager Sw
Reservation Alerts Viewing, editing or deleting reservations Backing up and restoring your Table Manager layout Using Split Bills with Table Manager Adding the Split Bills function key 181 182 183 183 183 Working with Appointment Manager 185 About Appointment Manager Enabling Appointment Manager (Optional) Enabling Appointment Manager to integrate with Table Manager Enabling Appointments Setting up Sales Reps (if not integrated with Table Manager) Setting up Appointment Manager on each termin
(Optional) Making table reservations with Appointment Manager Using SMS with Appointment Manager Enabling Reckon SMS Sending a SMS from POS Administrator Dealing with Scheduled Messages Dealing with Missed Messages Viewing the SMS Message Log Using Reckon SMS in POS Terminal Opting out of receiving SMS Processing end of day End of day procedure Avoiding unwanted service items creating problems Getting support Troubleshooting What do I do if? Supported POS devices Cash drawers EFTPOS Sca
Customer display Standard keyboards Magnetic card reader Scanner POS keyboards Receipt printers Contacting Reckon Australia New Zealand 230 231 232 232 236 237 242 242 243 End User Licence Agreement 245 xiii
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Welcome to Reckon Point of Sale 1 Installing Point of Sale 2 Quick overview 2 Getting help with POS 3 This chapter introduces you to Point of Sale Enterprise, Point of Sale Professional and Point of Sale Lite.
Installing Point of Sale Before you begin to work with Point of Sale 2014, you’ll want to install your software or upgrade from an earlier version. There are two Point of Sale 2014 Installation and Upgrade Guides; one for POS Lite and POS Professional and one for POS Enterprise. The Point of Sale 2014 Installation and Upgrade Guides provide important information that you need to know BEFORE you install or upgrade your software.
Each program performs a unique function but relies on the other applications for key data. For example, Reckon Accounts handles the back end accounting, which includes tracking inventory and customers. Reckon Accounts stores this information in a company file that POS Administrator needs to access so it can create the POS database file. POS Terminal then needs access to the POS database file before it can function properly. It’s therefore important to install the programs in the following order: 1.
In-product Help In-product Help describes each window and is available when you press F1 from an active window. You can access these topics by searching the Help’s index. This user guide This user guide is a reference guide that introduces you to important POS concepts. Each chapter begins with an overview of what you’ll find in the chapter and where to find it.
Conventions used in this guide This guide uses a number of conventions to communicate information to you, as shown in the following table. To indicate... We use... Point of Sale Enterprise POS. Point of Sale Professional Point of Sale Lite Unless otherwise specified differences between Point of Sale Enterprise, Point of Sale Professional and Point of Sale Lite. Point of Sale Administrator. POS Administrator or Administrator. Point of Sale Terminal.
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About Point of Sale Overview 2 8 About POS Lite 8 About POS Professional 9 About POS Enterprise 9 The POS system 10 How does POS integration work? 14 The POS store 15 Setting up POS 16 It’s now time to enter the world of POS! This chapter introduces you to the Point of Sale system and how it integrates with Reckon Accounts.
Overview POS - Enterprise, Professional and Lite - tracks everything that happens during a transaction at the point of sale. It then feeds this back to you through reports about sales, items, customers and much more. It also integrates with Reckon Accounts to share information about your business.
About POS Professional POS Professional gives you all the features of POS Lite and many additional advanced features to enhance your business, including: • Appointment Manager with SMS functionality • Table Manager • Split Bills • Currency conversion • Multiple layered touch screen • Kitchen printing for those in the hospitality business • Loyalty programs • Multiple barcodes • Promotions • and many more... For more information, please refer to the Reckon website.
The POS system POS Enterprise, POS Professional and POS Lite consist of three components that integrate to provide a simple, yet powerful, total retail management system: • Reckon Accounts • Point of Sale Administrator (Administrator) • Point of Sale Terminal (Terminal) Reckon Accounts Reckon Accounts is the accounting component of the POS system. There are a number of Reckon Accounts levels that work with POS: Accounting, Plus, Pro, Premier and Enterprise.
• Reckon Accounts Premier has the above features but supports multi-user capability and industry-specific versions. • Reckon Accounts Enterprise has all the above, but is specially designed for expanding businesses and supports ten or more users. It has increased capacity, multi-company, multicurrency and more advanced tools to manage growth.
POS Administrator POS Administrator is the POS management component. It handles system tasks, manages the database and terminals and acts as the interface between Reckon Accounts and the POS terminals. Reckon Accounts and POS Administrator must be installed on the same computer. Having POS Administrator as a separate entity from POS Terminal allows the terminals to operate as stand-alone cash registers. It also clearly separates the back office tasks from the point of sale tasks.
The POS Terminal software can be installed on as many terminals as you want, however, each terminal requires a separate licence and installation key code.
How does POS integration work? Reckon Accounts Reckon Accounts is the financial manager of the system. It holds the financial details of the store. It knows the prices, inventory levels and buy points of inventory. It knows how much inventory you have on hand, at what point you need to order more, at what price you normally sell it and what discounts apply to which customers.
POS Terminal POS Terminal receives Reckon Accounts information from POS Administrator and uses it to perform the cash register functions. After End of Day processing, the information goes back through POS Administrator so that stock and accounts can be adjusted and balanced in Reckon Accounts. It also passes back the customer records of customers that have been added on-the-fly at the register that day.
Setting up POS Small to medium store Reckon Accounts and POS Administrator need to be installed on the same computer. We therefore recommend that you install these two applications on a back office PC and install POS Terminal on your front terminal. With the two computers linked together through a network, POS Administrator can send and receive data from each component. This configuration is ideal for a small to medium store.
the POS database. Whilst the POS database can be kept on any computer, we strongly recommend that you keep it on a POS Terminal. This means the back office computer does not need to be running for the terminals to operate. We recommend that you get the assistance of a computer professional when installing your network.
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Getting Started 3 Using Reckon Accounts inventory with POS 20 Adding and maintaining customer records 28 Adding and maintaining employee records 33 This chapter shows how you can get started with POS by introducing you to Reckon Accounts inventory, custom fields and customers. This will help you monitor your stocktake figures and therefore the amount of inventory you are purchasing and selling on a continuing basis.
Using Reckon Accounts inventory with POS POS integrates with Reckon Accounts to give you a perpetual inventory system. Reckon Accounts inventory Inventory is only available in Reckon Accounts Accounting and above. When you first come to use POS you should set up inventory items within Reckon Accounts. From then on, all inventory taken from the store should go through the POS Terminal as a sale. All inventory received from suppliers should be entered into inventory through Reckon Accounts.
Service item A service item does not track inventory on hand but is used for the sale of services in POS, for example jewellery cleaning or repairs. It has its own item code, and sales transactions are tracked and reported in Reckon Accounts. Inventory part item An inventory part item is created for items you want to track inventory on hand. Transactions are sent to Reckon Accounts from POS and the inventory and value on hand is updated automatically.
Subtotal item A subtotal item is used to calculate all items above it on a form, up to the last subtotal. It is useful for applying a surcharge or discount to many items. Group item A group item is designed to sell an item that contains multiple items. When the item is sold the inventory on hand and sales figures are updated for each item. Discount item A discount item is used to subtract a percentage or fixed amount from a total or subtotal.
These custom fields have been specifically included in Reckon Accounts for POS users and should not be modified at any time. Product Number This field is used to record an item’s quick reference number or supplier number and is another form of recalling the product on your POS Terminal. Product Barcode This field is used to record the item’s barcode number. If an item does not have a barcode number you can make a number up and print a barcode label in POS Administrator.
Price Level 2 This field is used to record a second level of pricing for your item. If you have the option Amounts Include Tax selected, the price you enter here should include tax, if the option is not selected you must enter a tax exclusive price. Price Level 3 Similar to above, this field is used to record a third level of pricing for your item.
Reckon Accounts for tracking inventory When setting up inventory items on the Item list in Reckon Accounts, associate each item with three different accounts. Reckon Accounts automatically sets up the first two accounts. You can indicate that you want to track inventory, either in the Setup Interview or in the Items & Inventory preferences. Inventory Asset account: Reckon Accounts uses this Other Current Asset type account to track the current value of your inventory.
4. Click to select the Inventory and Purchase orders are active check box. 5. Click OK, then close and reopen Reckon Accounts. Inventory Part is now available from the Type drop-down on the New Item window. If you do not want to track inventory on hand for some or all of your items but would like to track sales history, set up a Non-inventory Part item.
When you adjust your quantity on hand, Reckon Accounts assumes that the average cost of the item remains the same and adjusts your inventory value accordingly. Reckon Accounts also lets you adjust the value of your inventory. For example, after doing a physical stocktake, you find you have seven fewer shirts than you thought you had. You adjust your quantity down. Reckon Accounts then asks you which account you want to attribute this shrinkage to for your profit and loss statement.
3. Edit a value or quantity. Adding and maintaining customer records You can add custom fields within a customer record to help you specialise the service for your customer.
Reckon Accounts customers Once you have your inventory in place and correct, it’s time to enter customers. Before you start creating your Customer list, gather the information that you need to enter: names, addresses, postal addresses, phone, fax and mobile phone numbers and perhaps an alternate phone number. If you deliver goods to customers, an alternate phone number means that you can contact them easily to confirm delivery times. Remember you may not need all of this information, or you may need more.
E-mail Enter a customer’s e-mail address with the rest of their details in Reckon Accounts or POS. Price Level If using price levels in POS, you must use the price level option associated with the custom fields in Reckon Accounts. Reckon Accounts has another Price Level field, located above custom fields. However, this field does not apply to any POS functionality. If items are set up with multiple price levels you can assign a Price Level to a customer.
Percentage You can specify a percentage discount or surcharge to apply the discount or surcharge to any purchases that the customer makes. To apply a discount: 1. In Reckon Accounts, enter a minus sign before the percentage, for example – 10. 2. In POS Terminal: 1. 2. 3. 4. 5. Go to the Tools menu and click Options and then click the Keyboard tab. Click Design Keyboard Layout for the type of keyboard you use with POS (PC, POS or Touch).
Reckon Accounts customers used by POS There are two customers created in Reckon Accounts when you install POS and link it to an Reckon Accounts file: • Layby Customer • Reversal Customer POS creates and uses these customers. Both these customers have the same message “This customer is used by POS. DO NOT DELETE”.
Adding and maintaining employee records Employees are only available in Reckon Accounts Accounting and above. For an employee’s details to be available in POS, the employee must appear on the Sales Reps list in Reckon Accounts. Before adding any new employee details, you should set up Reckon Accounts to automatically add any new employee to the Sales Rep list. 1. Go to the Edit menu, click Preferences, then click Payroll & Employees and then click the Company Preferences tab. 2.
ID Enter the employee’s ID in this field. This field is used by POS during the sales person login procedure. Password This field is used by POS during the sales person login procedure.
Deactivating an employee When an employee leaves or is on a period of extended absence it is not a good idea to delete them from the system. You need their records for tax purposes, or if they return. It is better to retain the record, but prevent the name from showing up on lists and reports by putting it on hold. In Reckon Accounts, do the following: 1. Open the Employee Centre. 2. Right-click the name, and then click Make Employee Inactive.
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Introducing POS Administrator options 4 About POS Administrator 38 POS Administrator options 39 This chapter shows how to access the POS Administrator options and gives you a brief overview of each one.
About POS Administrator The POS Administrator is the POS management component. It handles system tasks, managers the database and terminals and acts as the interface between Reckon Accounts and the POS Terminals. You can modify any options in POS Administrator to suit your business requirements.
POS Administrator options This section provides a quick introduction to the POS Administrator options, which are accessible using the Options window. For detailed information refer to the POS Administrator in-product Help. To access the options: Click the Options icon. • or • Go to the Tools menu and click Options. There are many options available to you in POS Administrator: Option (tab) refer to page...
Option (tab) refer to page... Customer Loyalty 54 Pump 56 Table Manager 58 Appointment Manager 59 SMS 61 Automatic Backup 62 General tab The General tab includes company contact details and basic options on how POS deals with the Reckon Accounts company file. You can change the company file name from the General tab by clicking Change.... This is only required if you have changed your Reckon Accounts company file.
The General tab is also where you select how you want to summarise transactions for posting to Reckon Accounts, there are two choices: • Summarise line items where possible (including product description) • Summarise line items where possible (excluding product description) For more information on posting to Reckon Accounts, refer to the POS Administrator in-product Help.
For information on entering company details and summarising transactions for posting to Reckon Accounts, refer to the POS Administrator in-product Help.
Lists tab There are four lists available in POS Administrator for viewing and editing - Layby Customer, Product, Customer and Currency Conversion. The Lists tab gives you the option to select what is displayed on these lists. The Currency Conversion list is only available in POS Enterprise and POS Professional. You can simply click to select or clear the checkboxes to choose what appears in each list.
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To enable Kitchen printing and include a kitchen printing column in the Product list, you must select Kitchen Printing Options from the Product List. You can later tag individual products from the Product list to print to the kitchen printer once kitchen printing is enabled. The kitchen printing feature is only available in POS Enterprise and POS Professional. For information on selecting what shows in your lists, refer to the POS Administrator in-product Help.
For information on setting up transaction details, tendering and layby captions, refer to the POS Administrator inproduct Help.
Rounding tab The Rounding tab is included in POS Administrator to give you choices as to how item prices are rounded and what captions print on receipts and in the window. For information on setting up your rounding information, refer to the POS Administrator in-product Help.
Currency tab The Currency tab is only available in POS Enterprise and POS Professional. POS Terminal can convert foreign currency to the local currency when tendering a transaction or as a simple exchange of currency. You can set the default margin percentage on the Currency tab. For information on setting up your default margin percentage for currency conversion, refer to the POS Administrator in-product Help.
For information on the Scanning tab and how to set up a product that has a random price barcode in Reckon Accounts, refer to the POS Administrator in-product Help.
Layby tab Use the Layby tab to outline the terms and conditions of the layby policy. For information on setting up your layby information, refer to the POS Administrator in-product Help.
EOD (End of Day) tab Use the EOD tab to determine the way in which the End of Day process operates. Options on this tab include: • Don’t allow READ (X) reports • Balance report must be selected on RESET (Z) reports • Reconcile the Cash Drawer • Reports must be printed From the EOD tab you can also select which reports you want to print by default when you process an end of day and change the report captions.
Web tab POS Terminal has a built in Web browser. Web pages are displayed within the space normally reserved for the POS Terminal information display, and can expand to occupy the space used by the transaction display as well. The POS Terminal Web browser does not provide the operator with unlimited access to the Internet. Access is restricted to a list of pre-approved sites. Once you have created a list of sites you must assign the Web browser function to a keyboard key.
in-product Help. Security tab You can use the Security tab to enable security for POS Administrator and POS Terminal. Once you have enabled POS security you can set up users and roles. This tab is also used to set up Cash In Drawer Warning messages, if required.
For information on enabling security and setting up users and roles, refer to the POS Administrator in-product Help. Customer Loyalty tab The Customer Loyalty tab is only available in POS Enterprise and POS Professional.
For information on activating your customer loyalty program, refer to the POS Administrator in-product Help.
Pump tab You can use the Pump tab to set a petrol grade to an item in the product list. The product list is transferred from Reckon Accounts. For information on the Pump tab, refer to the POS Administrator in-product Help. The Pump tab is only available in POS Enterprise and POS Professional.
Introducing POS Administrator options 57
Table Manager tab You can use the Table Manager tab to enable Table Manager, set up your reservation options and change your table status options.
For more information on setting up and using Table Manager, refer to the Working with Table Manager chapter in this guide or the POS Administrator in-product Help. The Table Manager tab is only available in POS Enterprise and POS Professional. Appointment Manager tab You can use the Appointment Manager tab to enable Appointment Manager, enable integration and set up advanced features for your appointments.
For more information on setting up and using Appointment Manager, refer to the Working with Appointment Manager chapter in this guide or the POS Administrator in-product Help.
The Appointment Manager tab is only available in POS Enterprise and POS Professional. SMS tab You can use the SMS tab to enable Reckon SMS, set your preferred options and enter your default SMS text.
Send SMS alerts to customers/contacts from Appointment Manager. Reckon SMS value-add service attracts an additional charge and is available to subscribe at Reckon Online at http://online.reckon.com.au. Things to note when using SMS alerts: • The Australian version of POS only works with Australian mobile numbers and the New Zealand version of POS only works with New Zealand mobile numbers.
backup to occur. For more information, refer to the POS Administrator in-product Help.
The Automatic Backup tab is only available in POS Lite and POS Professional.
Working with POS Administrator Viewing the Products list 5 69 Changing prices 70 Managing promotions 70 Creating labels 71 Managing laybys 72 Converting currency 73 Viewing the Customers list 74 Checking your licence key 75 Checking the terminal status 75 Working with POS Administrator 65
Transferring data from Reckon Accounts 75 Posting Transactions to Reckon Accounts 76 Compacting and repairing database 77 Backing up your data 77 Restoring your data 76 Sending a message to a terminal 79 Deleting a terminal 80 Validating RPOS database 80 Logging off/Switching user 81 This chapter describes the functions to maintain the POS data files, manage data transfer between POS Terminal and Reckon Accounts, and set up and maintain options.
Working with POS Administrator There are many functions in POS Administrator that assist you in creating a seamless point of sale experience. This chapter gives you a brief introduction to these functions, for more information refer to the POS Administrator inproduct Help. Icon (if applicable) Function refer to page...
Icon (if applicable) 68 Function refer to page...
Viewing the Products list When you ran POS Administrator for the first time your Items (and Services) list would have been transferred from Reckon Accounts populating the POS Product list. (For instructions on running POS Administrator for the first time refer to the POS Installation and Upgrade Guide.) The Product list in POS Administrator displays details relating to your products, including Item Name, Description, Price Inc, Tax, and Supplier. To change the columns that show in the Product list: 1.
For more information on these Product list features, refer to the POS Administrator in-product Help. Changing prices You don’t have to wait to transfer your product price changes from Reckon Accounts, you can edit your prices from the POS Administrator. There are three ways to open the Change Prices window: • On the right hand side of the Product List window, click the Prices button. • Highlight a product and right-click it and then click Change Prices.
or dollar amount. Promotions in POS allow you to easily manage inventory and sale of inventory during promotional periods. When a promotion begins, POS sends a message to all terminals and to the POS Administrator to inform all operators of the change. If an operator is in the middle of a transaction, the message does not display until the terminal is free. There are three ways to open the Promotion List window: • On the right hand side of the Product List window, click the Promos button.
• Highlight a product or customer from the corresponding list, right-click and then click Print Labels. • When the Product or Customers list is open. Go to the Lists menu, click Product (or Customer) and then click Print Labels to view and select the label options. • When saving a new promotion or editing a promotion. There are three main steps to follow in setting up and printing labels: 1. Select products or customers. 2. Create the label - format it and adjust the layout. 3. Print the label.
2. Click the Lists tab. You’ll see series of check boxes under a section called Show in Layby Customer List. 3. Select the columns to display in your standard Layby Customer list. At the bottom of the Layby Customer list is the total number of active and inactive customers, total amount, total balance and the percentage of balance to total of laybys. The bar graph on the right of the window displays the total amount (yellow), total payments made (green), and balance outstanding (red).
The Currency Conversion list contains all the details for each form of currency available through POS Terminal. To change the columns that show in the Currency Conversion list: 1. Go to the Tools menu and click Options. 2. Click the Lists tab. You’ll see series of check boxes under a section called Show in Currency Conversion List. 3. Select the columns to display in your standard Currency Conversion list.
Checking your licence key You can use the Licence Key Status window to view a list of terminals connected to POS Administrator. To view the Licence Key Status, go to the Lists menu and click Licence Key Status. For details on the Licence Key Status window, refer to the POS Administrator in-product Help. Checking the terminal status The Terminal Status window displays the total transaction figures from POS Terminals for the day in a chart.
It is advisable that you print this report and correct any items that cannot be found in Reckon Accounts and transfer your new list before creating a Z-Read at End of Day. If you do not do this, service items will automatically be created in your Reckon Accounts item list. To ensure data integrity, it is important that you transfer your Product list before running a Z-Read on your terminals for End of Day.
If a password is required to open Reckon Accounts, the Reckon Accounts company file must be open before beginning a post. POS Terminals do not need to be closed for this process. For details on how to post transactions to Reckon Accounts, refer to the POS Administrator in-product Help. Compacting and Repairing your database This Compact and Repair function is only available in POS Professional and POS Lite. Over time, data can fragment and possibly corrupt.
not present in Reckon Accounts. If your POS database and your backup are saved on the same drive and you experience hard disk failure, you may not be able to recover or restore your data. If you attempt to back up your POS database to the same drive that your database is stored on, POS alerts you and prompt you to choose a different drive or disk for your backup. For details on how to back up your data, refer to the POS Administrator in-product Help.
If you must restore your database, Terminal IDs must match the name of the terminal that the backup was made for in order for all your settings to be restored. If you are restoring from external media, ensure the disk you are restoring from is in the appropriate drive. For details on how to restore your data, refer to the POS Administrator in-product Help. POS Enterprise The restore procedure restores your RPOS database from a previous backup.
Deleting a terminal When you delete a terminal, it will be removed from the system. You need to process a terminal’s final end of day before you can delete a terminal. Deleting a terminal will permanently remove all information about the terminal. For instructions on how to delete a terminal, refer to the POS Administrator in-product Help. Validate your RPOS database This Validate function is only available in POS Enterprise. If you want to check your RPOS database, you can use the Validate function.
For details on performing a validation on your RPOS database, refer to the POS Administrator in-product Help. Log off/Switch user When you share one POS Administrator machine amongst two or more staff members, users should login using their own user name and password. To have access to the Log Off/Switch User functionality you need to enable security. For details on logging off and security, refer to the POS Administrator in-product Help.
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Introducing POS Terminal options 6 About POS Terminal 84 POS Terminal options 86 This chapter shows how to access the POS Terminal options and gives you a brief overview of each one.
About POS Terminal The POS Terminal is the point of sale component that is located at the store check-out on a computer. It operates the cash drawer, receipt printer, integrated EFTPOS and scanner. It processes all transactions in the same manner as an electronic cash register with the same functionality. POS Terminals automatically start up in terminal mode. The window is designed to emulate a cash register. There are no fields to fill in.
The user display Items and prices appear in the user display as you enter them. The numerals and letters are similar size to an electronic register display and are easy for everyone to see. The transaction display As you process through a sale, the transaction details appear in the Transaction display.
The information display The information display displays system messages and the touch screen layout if used. If an incorrect key is pressed and you receive an error, the explanation and resolution are displayed here. POS Terminal options To personalise POS Terminal so that it meets your business requirements some options, peripherals and extra equipment need to be set up before processing transactions. To open the Options window, go to the Tools menu and click Options.
There are many options available to you in POS Terminal: Option (tab) refer to page...
General tab The General tab allows you to set general options for POS Terminal, including Terminal ID and transaction start number. You can also choose the Don’t display messages from other terminals during transactions and Start Point of Sale when Windows starts up. For more information on the General tab, refer to the POS Terminal in-product Help.
Display tab The Display tab allows you to adjust the Point of Sale window and text to suit your business needs. You can alter the POS Terminal display in each of its three main areas as needed. The three main areas for the POS Terminal are user display, transaction display, and information display. For more information on the Display tab, refer to the POS Terminal in-product Help.
Lists tab The Contact and Currency lists are only available in POS Enterprise and POS Professional. The Lists tab controls the information that POS Terminal displays in the Sales Person, Customer, Layby Customer, Contact, Currency, Transaction History, Held Transaction, and Product lists. Some types of information are preset when the software is installed. These have a small tick in front of them. To select what is shown in each list: 1.
For more information on the Lists tab, refer to the POS Terminal in-product Help.
Keyboard tab The keyboard is one of the most crucial areas associated with POS terminals. The Keyboard tab is where you assign function keys to allow for fast and effective processing of transactions from POS terminals. You can choose from three types of keyboards: PC Keyboard, POS Keyboard or a Touch Keyboard. POS Terminal can accommodate most standard PC keyboards or fully programmable POS keyboards. Both types of keyboard function identically.
For instructions on how to design a POS keyboard, refer to the POS Terminal in-product Help. Touch keyboard If you select to use a touch keyboard (touch screen) once it is turned on, the information display is replaced by a keyboard layout containing touch buttons. One touch on the screen is equivalent to one click with the mouse, therefore a double touch is equivalent to double-clicking with a mouse. You can modify the keyboard layout to suit your business requirements.
For information on the POS keyboards, refer to the POS Terminal in-product Help.
Scanner tab You can use the Scanner tab to select your specific scanner or, if not available, select the Generic Barcode Scanner. Most scanners have a variety of programmable options that may need to be set before the scanner works correctly. Before using your scanner refer to the information displayed in the Scanner tab on the Options window. If more assistance is required to configure your scanner contact your scanner supplier.
For information on setting up a barcode scanner, refer to the POS Terminal in-product Help.
Customer Display tab You can use the Customer Display tab to set properties for your customer display. A customer display, also known as a pole display, is a screen that is visible to customers at the register. It enables them to see the prices of items entered at the terminal. When not in use for a sale, the customer display can deliver a message to customers, for example “Next Customer Please”, or “This register closed”.
For information on setting up a customer display, refer to the POS Terminal in-product Help. Receipt printer tab The Receipt Printer tab is where you set up your receipt printer and what appears in the receipt header and trailer. POS Terminal supports many receipt printers; including impact, thermal, serial receipt printers and specified USB printers. If your receipt printer does not appear in the list, you can set up a custom printer.
For information on setting up a receipt printer or a custom receipt printer, refer to the POS Terminal in-product Help.
Kitchen printer tab The Kitchen Printer tab enables you to connect your POS Terminal to the kitchen printer. This feature has been designed to allow duplicate printing to a remote receipt printer from all terminals. To use the kitchen printing feature, you must enable it from within POS Administrator. 1. Open POS Administrator. 2. Go to the Tools menu and click Options. 3. Click the Lists tab. 4. From the Show In Product List options, select Kitchen Printing Options. 5. Click OK.
For information on setting up a kitchen printer or Ethernet printer, refer to the POS Terminal in-product Help.
Invoice printer tab The Invoice Printer tab is where you can set up the invoice printer properties, the heading and column captions and what appears in the invoice header and trailer. POS Terminal supports any Windows compatible printer for the printing of invoices. The printer can be the local printer or a networked printer.
For information on setting up a invoice printer, refer to the POS Terminal in-product Help.
Cash drawer tab You can use the Cash Drawer tab to set up a cash drawer in POS Terminal. Most common types of cash drawer can be used with POS Terminal. They only require some other device, such as a receipt printer, to supply enough electrical power to “kick” the drawer open at the right time. If you are using a cash drawer whose brand name does not appear in the list, select Generic Cash Drawer.
For information on setting up a cash drawer or draw kicking device, refer to the POS Terminal in-product Help.
EFTPOS tab The EFTPOS tab is used to set up your EFTPOS device. Having EFTPOS available through the main POS terminal reduces the possibilities of credit card and debit card fraud. It is faster, easier, more secure and less prone to operator error. Before setting up the EFTPOS feature in POS Terminal, you may need to contact your bank and ensure you are running the correct software version for your EFTPOS terminal that works with POS Terminal.
For information on setting up EFTPOS, refer to the POS Terminal in-product Help.
Card reader tab You can use the Card Reader tab to set up POS Terminal for Smartcard technology. For information on setting up a card reader, refer to the POS Terminal in-product Help.
Scale tab The Scales tab enables you to connect a scale to the computer. They need to be set up so that the computer knows that there are scales in use and is able to detect the source of the information that they provide. For information on setting up a scale, refer to the POS Terminal in-product Help.
Report printer tab The Report Printer tab enables you to select to print reports on your receipt printer or your Windows printer. The option you select on this tab is used as a default in End of Day and can be overridden. You can print reports from the POS Terminal by processing an end of day (go to the Tools menu and click Process End of Day). For information on setting up a report printer, refer to the POS Terminal in-product Help.
Pump tab The Pump tab enables you to activate your Fuel Edition and select your pump type. To activate Point of Sale Fuel Edition, you must purchase a fuel installation key code. Please contact our Customer Service department for details of your local authorised Point of Sale Fuel Edition dealer. Once you have obtained a fuel installation key code, click Activate Fuel Edition to enter the installation code, contact Reckon to receive your Fuel Licence Key, and finish the Registration Wizard.
For information on the Pump tab, refer to the POS Terminal in-product Help.
Table Manager tab The Table Manager tab enables you to design your area layouts using tables, plants, kitchens, bars, walls, exits, toilets and miscellaneous object icons. You can also backup and restore your area layouts from this tab.
The Table Manager tab is only available in POS Enterprise and POS Professional. For more information on designing your table manager layout and the Table Manager tab, refer to the Working with Table Manager chapter in this guide or refer to the POS Terminal in-product Help. Appointment Manager tab The Appointment Manager tab enables you to set the POS Terminal options for the Appointment Manager.
Introducing POS Terminal options 115
The Appointment Manager tab is only available in POS Enterprise and POS Professional. For more information on setting up the display of your appointment manager and the Appointment Manager tab, refer to the Working with Appointment Manager chapter in this guide or refer to the POS Terminal in-product Help.
Working with POS Terminal 7 POS Terminal functions 118 Setting POS Terminal function key options 118 POS Terminal transactions 127 The POS Terminal function key options determine how the keys and buttons operate in POS Terminal. They are located on the Keyboard tab of the Option window. This chapter explains how to use these options to determine the way in which the keys and buttons within POS Terminal operate.
POS Terminal functions POS Terminal includes a list of functions that you can use through a sales transaction once applied to individual keys. You need to assign individual functions as part of setting up the keyboard layout. To access these options in POS Terminal, go to the Tools menu, click Options and then click the Keyboard tab. Click Design Keyboard Layout for the keyboard that you are using - PC, POS, or Touch.
Function key Description Backspace Delete the last key typed. For example, if you intend to enter 105 but instead enter 104 press Backspace to delete the 4 and type the correct number. Barcode Number If a barcode is damaged or is not scanning correctly, use the Barcode Number key to type the barcode number and complete the sale. Type the barcode number and press the Barcode Number key. Cancel Current Transaction Cancels the transaction before it is tendered.
Function key Description Currency Conversion Create a number of Currency Conversion function keys each with a preset currency to convert foreign (this is only available currency to local currency. Various currencies and exchange rates are set up in POS Administrator. If there is no preset currency to this key POS Terminal displays a list of the currencies to select from. in POS Enterprise and Professional) Customer Account Assigns a customer to a transaction. It can be used in two ways.
Function key Description Hold Transaction Allows the operator to pause the transaction. Click Hold Transaction to return the held transaction (and hold the current one if necessary). Only one transaction can be placed on hold at the one time for each terminal. Layby Account Indicates that the sale to follow is a layby. Also use to display a list of all Layby Customers, add a new or edit an existing Layby Customer, or select a current layby to make a payment.
Function key Description Number Entry Allows you to enter a number, for example, serial number, within a transaction. Percentage Discount Applies a percentage discount within a sale. POS Administrator creates a Percentage Discount item within Reckon Accounts when the Reckon Accounts company file is selected during setup. Percentage Surcharge Allows specialist surcharges (for example, a 10% surcharge on a restaurant bill during a public holiday).
Function key Description Quantity Use as a multiplication function to record the number of any specific item sold. Quantity is a required key and is included in the standard layout for both the POS Terminal and standard keyboards. Receipt Line Feed Advances the receipt printer paper by one line at a time to allow for the feeding of new rolls of paper. Receipt On/Off Turns the printing of receipts on or off. This button toggles between the two states.
Function key Description Split Bills Allows splitting of transaction payment by item or number of guests. (this is only available in POS Enterprise and Professional) 124 Subtotal Totals all the items sold during a transaction. The Subtotal function key can be used as required within a single transaction. Tax Exempt Allows transactions or individual items within a transaction to be sold free of tax. Tender Account Charge Creates an invoice in the Reckon Accounts file for the customer selected.
Function key Description Transaction History Display a list of transactions so that receipts can be reprinted or reviewed. Unit of Measure Allows entry of a unit of measure being sold. For example, weight as kilograms or fluid measurement as litres. Web browser POS Terminal has a built in Web browser. Web pages are displayed within the space normally reserved for the POS Terminal information display but may be expanded to occupy the space used by the transaction display as well.
Function key Description Table Manager Enables you to access the area layouts that you have created. If you have multiple areas setup you will (this is only available see the area list so you can choose the area you want to access. in POS Enterprise and Professional) Appointment Manager (this is only available in POS Enterprise and Professional) 126 Enables you to access the Appointment Manager window. In the Appointment Manager window you can create, edit, view and delete your appointments.
POS Terminal transactions This section describes some standard POS Terminal transactions to help get you started. Some of the functions associated with the standard keyboard layout are preset automatically as part of the POS installation. However, you can change any of these if necessary. There may be differences in POS Terminal transactions between POS Enterprise, POS Professional and POS Lite; these will be noted.
Basic transactions The following section describes the general function keys used to complete basic transactions. Selling a non-inventory part item The Department function key is only available in POS Enterprise and POS Professional. You can use the Department function key to sell non-inventory part items sold by department.
There are different methods for entering a product for a transaction on POS Terminal: Method Description Product Code Enter the product code (PLU) and press the default key (Enter). Scan a Product If a product has a barcode, scan the barcode into POS Terminal. Enter the Barcode number (default key + on numpad) If for some reason the product’s barcode does not scan, enter the barcode number and press the default key. For example, to select products during a transaction: 1.
Press the Product Price Level function key again to disable the function, whether it is set to permanent or not. Entering a number The Number Entry function key allows you to enter a number, which can be alphanumeric, within a transaction. 1. Select an item as usual. 2. Enter a number and then press the Number Entry function key. 3. Click the appropriate tender function key to complete the transaction, e.g. Cash (F12).
1. Enter the unit of measure. 2. Press the Unit of Measure function key. 3. Select the item this unit of measure relates to for POS Terminal to calculate the price to the customer. 4. Click the appropriate tender function key to complete the transaction, e.g. Cash (F12). Entering a memo You can use the Memo Entry function key for Preset Memos. Set your Memo Entry function key with preset text for ease of use, for example, adding promotion information on receipts.
If you have the touch screen activated, POS Terminal displays the onscreen keyboard where you can enter the memo onto the screen. If you want a memo relating to the item to also go to the kitchen printer, the memo function must be used directly after the item that is to the kitchen print. Switching training mode on and off The Training Mode function key allows you to place POS Terminal in training mode.
Entering a no sale (F4) You can use the No Sale function key to open the cash drawer. The sales person, date, and time are recorded on the No Sale transaction for reporting purposes. Applying tax exemption The Tax Exempt function key allows transactions or individual items within a transaction to be sold free of tax. 1. Click the Tax Exempt function key before you start the transaction. 2. Select the items as usual. 3. Click the appropriate tender function key to complete the transaction, e.g. Cash (F12).
When you set up this function key: • Select the Unlock Password option if you want a specific password to unlock the terminal. Enter the unlock password in the right-hand field. • Select the Act as logon/logoff option if you want operators’ login details to be used to unlock the terminal. If an operator tries to use the terminal, a message appears on the information display and in the bottom left corner of POS Terminal. To unlock the terminal press the Lock Terminal function key again.
Sending a message The Send Message function key is only available in POS Enterprise and POS Professional. The Send Message function key allows for inter-terminal messages. It functions similarly to email and allows for communication between POS Terminals. You can also send messages to POS Administrator from POS Terminal, enabling communication between the POS Terminals and back office computers. To send a message: 1. Click the Send Message function key. 2.
Selling more than one product (*) By default, POS Terminal sells one item when you enter a product for a transaction. To sell more than one of a product: 1. Enter the quantity, e.g. 4. 2. Click the Quantity (*) function key. 3. Select the items. 4. Click the appropriate tender function key to complete the transaction, e.g. Cash (F12).
Entering a cash transaction (F12) If the transaction is being paid for by cash: 1. Enter the transaction as usual. 2. Enter the amount of cash handed to you. 3. Click the Cash (F12) function key to complete the transaction. Entering a credit card transaction (F11) If the transaction is being paid for by credit card: 1. Enter the transaction as usual. 2. Click the Tender Credit Card (F11) function key to complete the transaction.
POS Terminal in the EFTPOS tab on the Options window in POS Terminal. To complete an EFT transaction with the Tender EFT option: 1. Follow the prompts to swipe the card, select the account type and enter a PIN (if required). 2. If the transaction is approved on the EFTPOS terminal press OK/Yes on your keyboard. If the transaction is declined on the EFTPOS terminal press No/Cancel and select another form of payment. To complete an EFT transaction with the MOTO option: 1.
To complete the EFT transaction with the Allow Cash Out option: 1. Add the cash out required with the transaction total. 2. Enter this amount then press the Tender EFT function key. POS Terminal calculates the change. For example, if a sale is $10.00 and the customer needs $20.00 cash out, enter $30.00 then press the Tender EFT key. If you have an integrated EFTPOS terminal connected, this amount is sent to the terminal. 3.
The cheque number entry is saved with the transaction history (only available in POS Professional) in Reckon Accounts and printed on the customer’s receipt. Splitting a tender Using POS Terminal you can split the sale between different types of payments. Customers sometimes pay with more than one tender. If the sale comes to $45.00 and the customer pays $20 cash and writes a cheque for the rest: 1. Enter the transaction as usual. 2. Enter the amount of $20.00 and click Cash (F12). 3. Click Cheque (F9).
1. Enter the transaction as usual. 2. Click Subtotal when all items are entered. 3. Enter the foreign currency amount then press the Currency Conversion function key. POS Terminal displays a list of the currencies from which to select. If a key is preset with a currency, press this function key and skip Step 4. 4. Select the currency and press OK. 5. Click Cash (F12). Working with vouchers This section describes functions will help you when selling and tendering a voucher.
3. Click the appropriate tender function key to complete the transaction, e.g. Cash (F12). Tendering a voucher The Tender Voucher function key records the receipt of such transactions as vouchers. A voucher is a non-inventory part item linked to an Other Current Liability account in Reckon Accounts. 1. Select the items. 2. Enter the amount of the voucher, e.g. $50. 3. Click the Tender Voucher function key. 4.
Placing a transaction on hold To place a transaction on hold: 1. Start the transaction as usual. 2. Click the Hold Transaction function key. The status bar at the bottom of the Point of Sale window displays the number of transactions currently on hold. Retrieving a transaction on hold All transactions on hold must be retrieved before running an End of Day Z-Read in POS Terminal. You can also create a Retrieve - Table Manager function key so you are able to retrieve transactions using Table Manager.
2. Click the Retrieve Transaction function key. 3. Complete the transaction as usual. Alternatively, use the Hold Transaction list. 1. Click the Retrieve Transaction function key to open the Hold Transaction list. 2. Highlight the transaction. 3. Click OK or press Enter. 4. Complete the transaction as usual. The inventory on hand for items on hold is not decremented until the transaction is completed.
Correcting an entry (F6) If an item is entered in a transaction by mistake or the customer changes their mind: 1. Click the Correct Entry (F6) function key. 2. Enter the item to be voided by product number, scan, barcode entry or product search to void this item from the transaction. The item displays as a negative value on the transaction display and also prints on the customer’s receipt. Applying a refund (F7) If the customer returns items, perform a refund or refund/exchange. 1.
A Cash Out can’t be performed in conjunction with a refund for EFTPOS. This must be a separate transaction. If a Cash Out is to be reversed this must also be performed as a separate transaction. Applying a cash out reversal 1. Click the Refund (F7) function key. 2. Enter the amount to be reversed. 3. Click the Tender EFT (F10) function key. The negative amount is sent to the EFTPOS terminal. 4.
which the customer pays you, e.g. Cash (F12). Canceling a sale (F8) To cancel at any time while entering a transaction: • Click the Cancel (F8) function key to void the sale. If you have integrated EFTPOS set up and the transfer is processed, you may need to perform a refund on the EFTPOS terminal. Locating a historical transaction This section shows you how look up historical transactions. 1. Click the Transaction History function key to open the Transaction History List. 2.
3. Click the Dollar Discount function key. 4. Continue the transaction as usual. To discount the transaction total by dollar amount: 1. Enter the transaction as usual. 2. Click the Subtotal (space bar) function key. 3. Enter the dollar discount amount. 4. Click the Dollar Discount function key. 5. Click the appropriate tender function key to complete the transaction, e.g. Cash (F12). Applying a percentage discount (Page Down) To discount an item by percentage: 1. Enter the item as usual. 2.
4. Click the Percentage Discount function key. 5. Click the appropriate tender function key to complete the transaction, e.g. Cash (F12). Applying a product price override Use the Product Price Override function key to override the price of an item. You can sell damaged or floor inventory at a reduced rate without applying discounts. 1. Enter the new item price. 2. Click the Product Price Override function key. 3. Enter the item. 4. Continue the transaction as usual. 5.
Applying surcharges This section shows you how to apply surcharges to transactions. Applying a dollar surcharge The Dollar Surcharge function key applies a dollar value surcharge for a transaction that may require an additional amount. For example, a delivery fee requires a surcharge to the sale of the item to be delivered. POS Terminal uses an Other Charge item that is stored within Reckon Accounts for dollar surcharges. To apply a surcharge amount: 1. Enter the transaction as usual. 2.
Applying a percentage surcharge The Percentage Surcharge function key allows for specialist surcharges, for example, a 10% surcharge on a restaurant bill on a public holiday. Apply the percentage surcharge either to a single item or to the entire subtotal. To apply the percentage surcharge: 1. Enter the transaction as usual. 2. Enter the percentage amount of the extra charge. 3. Click the Percentage Surcharge function key. 4. Click the appropriate tender function key to complete the transaction, e.g.
3. If you see the Select a Layby Account window, select a Layby Account (maybe if a customer is adding to a current Layby) or press New. 4. Click Clear to return to the main screen. 5. Enter the items as usual. 6. If the customer is putting a deposit down first enter this amount and select the tender type they are paying by. 7. Click the Tender Layby function key for the remaining amount to be laybyed and complete the transaction.
5. Click the appropriate tender type function key that the customer is paying with to complete the transaction. For example, Cash (F12). Canceling a layby There are two stages in cancelling a layby. You can complete them in any order. Refunding the layby items To refund the layby item: 1. Click the Layby Account function key, select the customer and press Enter. 2. Select the layby account and then press OK. 3. Click Clear to return to the main screen. 4.
6. Click the appropriate tender type function key the refund is paid by, for example Cash (F12), to complete the refund. Working with customer accounts You can set up customer accounts on POS Terminal which can then be managed in Reckon Accounts (and vice versa). There is a function key available in POS Terminal to select a customer account, a key to charge transactions to an account and a key to make account payments.
Tendering an account charge (Home) To tender an account charge: 1. Select the customer account. 2. Enter the items as usual. 3. Click the Tender Account Charge function key. If this account is a customer sub-account, the account total on the major customer account will automatically update. Splitting a tender/charge If the customer would like to pay for part of the transaction and charge the left over amount: 1. Select the customer account. 2. Enter the items as usual. 3.
not work for POS Terminal customer account transactions. If your accounting method is cash based, you must apply credits to your customer’s accounts at least once a month. If you do not do this your BAS does not balance. To apply a customer account payment: 1. Select the customer account. 2. Enter the amount the customer is paying. 3. Click the Customer Account Payment (End) function key. 4. Click the appropriate tender function key to complete this transaction, e.g. Cash (F12).
Reckon Accounts Payments made on a customer’s account in POS Terminal must be applied to their invoices when the payment is posted to Reckon Accounts. This does not have to be done every day but it must be done on a regular basis if the BAS is to be calculated correctly. 1. Open Reckon Accounts. 2. Go to the Customers menu and then click Receive Payments. 3. Select the customer account. 4. If the customer has an outstanding credit amount, click the Credits button. 5.
Managing your cash This section shows you to how to manage your cash using floats and cash clearance. Recording the float in amount (1) The Cash Float In function key allows you to record the daily float in amount for each cash drawer. 1. Enter the float amount. 2. Click the Cash Float In (1) function key. Recording the float out amount (2) The Cash Float Out function key records the daily float out amount for each cash drawer. 1. Enter the float amount. 2. Click the Cash Float Out (2) function key.
Recording a cash clearance The Cash Clearance key records money removed from the cash drawer for deposit into a safe or bank. This function is also used if the cash limit warning is displayed (set up in POS Administrator). 1. Enter the cash amount. 2. Click the Cash Clearance function key. If you have turned on the Reconcile the Cash Drawer option on the Reports tab in the Options window in POS Administrator, this amount is deducted from the Cash in drawer total to be reconciled at End of Day.
Line feeding a receipt The Receipt Line Feed function key advances the receipt printer paper by one line at a time to allow for the feeding of new rolls of paper. • Click the Receipt Line Feed function key to feed the paper. Printing an invoice The Print Invoice function key allows you to print an invoice when the Enforce Invoice Print option is turned off in the tender function options. You can also print duplicate invoices at the customer’s request by clicking this key.
Working with Table Manager 8 About Table Manager 162 Enabling Table Manager 163 Setting up area layouts for all terminals 165 Setting up Table Manager on each terminal 173 Using Table Manager 176 Backing up and restoring your Table Manager layout 183 Using Split Bills with Table Manager 183 This chapter explains how to enable Table Manager, set it up and use tables with transactions.
About Table Manager Table Manager is only available in POS Enterprise and POS Professional. The table manager feature in POS enables you to design the table area layouts within your business. Once you have set up your table area layouts and started assigning transactions to tables, you can quickly get a visual update as to their current status. For example, one table can be reserved, while another has a held transaction and another is seated waiting to be served.
Enabling Table Manager Before you can use table manager you must enable it in POS Administrator. When you enable table manager you can then enable the advanced feature of reservations. To enable table manager you must have the correct permissions. POS comes with five pre-defined roles that you can use. You can also set up your own roles and assign the correct permissions to them. To enable table manager: 1. Open POS Administrator. 2. Go to the Tools menu and click Options. 3. Click the Table Manager tab. 4.
Reservations are an arrangement to secure accommodations, such as at a restaurant or hotel. When they are enabled in POS, you can set several options including pre-reservation hold time, reservation alerts and which terminal you want the alerts to display on. To set reservations, go to POS Terminal. For more information on the options on the Table Manager tab, refer to the POS Administrator in-product Help.
Setting up area layouts for all terminals It is recommended that you set up your layout on the terminal that is using the lowest screen resolution to ensure that it is easy to see on all terminals. Only one POS Terminal can be accessing the Table Manager Designer window at any one time. This section explains the concepts for setting up an area layout for all your POS Terminals. For detailed step-by-step instructions on how to set up your area layouts, refer to the POS Terminal in-product Help.
Several objects can be added to areas, these are: Icon Description Type (interactive or non-interactive) Bar non-interactive Fire Exit non-interactive Kitchen non-interactive Miscellaneous non-interactive Note: This icon is customisable. Plant non-interactive Table interactive Note: This icon is customisable.
Icon Description Type (interactive or non-interactive) Toilets non-interactive Wall non-interactive To open the Table Manager Designer window: 1. Open POS Terminal. 2. Go to the Tools menu and click Options. 3. Click the Table Manager tab. 4. Click Design Table Manager Layout. You can now add tables and other objects to your area layout.
All about areas An area is where you add your interactive tables and non-interactive objects to visually represent your actual business layout. If you have many different areas in your business, e.g., a multi-level restaurant, you can set them all up in table manager by creating several areas. There is no limit to the amount of areas that you can set up.
If you are using a multi terminal environment any change that is made to an area on one POS Terminal will be updated on the other POS Terminals in your POS Store. When you are setting up your areas in the Table Manager Designer you can use the grid options to assist you in placing your objects. Copying areas If you have areas that are similarly set up you can copy a previously created area to assist in the designing of the new area.
you want by entering it in the Capacity field on the Table Manager Designer window (the Capacity field can be set from 0 to 99). For more instructions on adding tables, refer to the POS Terminal in-product Help or simply press F1 on the Design Table Manager Layout window. Numbering tables POS automatically labels tables with sequentital numbers, e.g., as a new table is added the Table # field increases by 1. However, you can overwrite this number label using up to 8 alphanumeric characters.
For more instructions on deleting tables, refer to the POS Terminal in-product Help or simply press F1 on the Design Table Manager Layout window. Table states POS sets seven default states for you; Reserved, Free, Seated, Ordered, Served, Paid and Requires Cleaning. The Reserved and Free states can’t be disabled or renamed and therefore do not appear in the Table Status Options window accessible in POS Administrator. The other five states can be disabled/enabled and renamed.
For more instructions on changing the five editable table states, refer to the POS Administrator in-product Help. Changing table icons The Table Manager Designer allows you to change the table icon. You can upload your own image or use one of the generic images that are available on the POS 2013 Disc. The image will be shown on the button at 0.5cm x 0.5cm up to 2cm x 2cm depending on the actual size of the button. For more instructions on changing the table icons, refer to the POS Terminal in-product Help.
Changing Miscellaneous icons The Table Manager Designer allows you to change the misc icon. You can upload your own image or use one of the generic images that are available on the POS 2013 Disc. The image will be shown on the button at 0.5cm x 0.5cm up to 2cm x 2cm depending on the actual size of the button. For more instructions on non-interactive objects, refer to the POS Terminal in-product Help or simply press F1 on the Design Table Manager Layout window.
Adding the Table Manager function key Once table manager has been enabled and area layouts setup, a Table Manager function key has to be added to your keyboard layout on the POS Terminals that you want to access it. A Table Manager function key must be added to every keyboard layout that you want it to appear on. POS doesn’t do this for you automatically. The Table Manager function key allows you to open the area that you set to be the default area on that particular POS Terminal.
• If Table Manager is disabled after a key is set up with this option selected, the function key operates like a Hold or Retrieve Transaction function key. For instructions on adding these function keys to your keyboard layout, refer to the POS Terminal in-product Help.
Using Table Manager This section explains the basics of using Table Manager. For step-by-step instructions, refer to the POS Terminal inproduct Help.
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Switching areas If you have set up more than one table area layout, POS Terminal creates a list of your areas making it easier for you to switch to the area that you want to view. The areas list in alphabetical order and can’t be edited. To edit the area captions go to the Table Manager Designer window. For more information on switching areas, refer to the POS Terminal in-product Help. If there are only two areas set up in your layout, when you click the Switch Area button it will toggle between them.
Indicators on tables If you have a held transaction against a table or have added a note against a table using either Appointment Manager or Table Manager, a preset icon will appear on the Table icon. The held transaction icon appears in the bottom left corner and the note icon appears in the bottom right corner. Transacting with Table Manager The following are some examples of transactions using Table Manager.
Retrieving a transaction If you want to use Table Manager to retrieve transactions you must set up a Retrieve - Table Manager function key. To retrieve a transaction using Table Manager: 1. Click Retrieve - Table Manager function key. 2. Click the table with the held transaction. You can switch to any area before selecting the table, click Switch Area. If that table has one held transaction, the transaction opens.
other customers aren’t allocated this table. You can also set the time that you want to extend the reservation for if a customer is late and you receive an alert. If a table has a current reservation then the reservation is deleted, the tables status will revert to Free.
When the Reservation Alert displays you have three options: • Delete Reservation - click Delete Reservation to delete the reservation. The table becomes free for others to set reservations or hold orders against it. • Hold Reservation - click Hold Reservation to keep the reservation at the set time. It is held for another extended number of minutes. You can set this time in POS Administrator. • Change - click Change to either edit or delete the reservation, or change the table states.
For instructions on viewing, editing or deleting reservations, refer to the POS Terminal in-product Help. Backing up and restoring your Table Manager layout From the Table Manager Options tab in POS Terminal you can backup and restore your Table Manager layout. If you make any changes to your Table Manager layout, it is recommended that you back it up. The Table Manager layout is backed up as a *.TBM file.
A Split Bills function key must be added to every keyboard layout that you want it to appear on. POS doesn’t do this for you automatically. The Split Bills function allows you to split a bill between customers, either by selecting specific items or by the number of guests at the table. You can use the following tender when splitting bills; cash, charge (customer account), cheque, credit card, EFT, loyalty points and voucher. You cannot hold a transaction that has a split transaction payment.
Working with Appointment Manager 9 About Appointment Manager 186 Enabling Appointment Manager 186 Setting up Appointment Manager on each terminal 191 Using Appointment Manager 193 Using SMS with Appointment Manager 200 This chapter explains how to enable Appointment Manager, set it up and use Appointment Manager for making appointments or even table reservations.
About Appointment Manager Appointment Manager is only available in POS Enterprise and POS Professional. Point of Sale is widely used in the catering industry, which relies heavily on appointments and bookings. Appointment Manager allows you to make bookings, appointments, or even table reservations for your customers. Enabling Appointment Manager Before you can use Appointment Manager you must enable it in POS Administrator. When you enable Appointment manager you can then enable the advanced features.
When you enable appointment manager you will see a message telling you to add an Appointment Manager function key to your keyboard layout on the POS Terminals that you want to have access to this feature. By default the Appointment Manager is set up to use the Sales People list transferred from Reckon Accounts.
Enabling Appointments When you enable Appointment Manager you have the option to enable its advanced features. Once they have been enabled you can select the features that you want to use. Appointments are an arrangement to secure bookings, such as at a hair dressing salon. When they are enabled in POS, you can set several options including pre-appointment hold time, default appointment time and the number of days to keep historical appointments. To make appointments, go to POS Terminal.
For more information on the options on the Appointment Manager tab, refer to the POS Administrator in-product Help. Appointment Manager Advanced features are only available when the Integrate with Table Manager option is not selected. Otherwise the Appointment Manager will use Table Manager advanced features. Setting up Sales Reps (if not integrated with Table Manager) Appointment Manager will be set up to make appointments for Sales Reps if the Appointment Manager is not integrated with Table Manager.
For more information on setting up Sales Rep, refer to the POS Administrator in-product Help.
Setting up Appointment Manager on each terminal This section explains the concepts for setting up Appointment Manager on each of your POS Terminals. For detailed step-by-step instructions on how to set these options, refer to the POS Terminal in-product Help. Adding the Appointment Manager function key Once appointment manager has been enabled, an Appointment Manager function key has to be added to your keyboard layout on the POS Terminals that you want to access it.
For instructions on setting up the Appointment Manager options, refer to the POS Terminal in-product Help.
Using Appointment Manager This section explains the basics of using Appointment Manager. For step-by-step instructions, refer to the POS Terminal in-product Help.
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Finding appointment time and date Your Appointment Manager window defaults to display the view that you set up previously. You can alternate Daily view and Weekly view by clicking the radio buttons in the Appointment Manager window.
Button Description Displays the current week (displays when Weekly view is chosen) Scrolls the grid up Scrolls the grid down Scrolls the grid left Scrolls the grid right For more information on finding appointment time and date, refer to the POS Terminal in-product Help.
3. Click Customer List or Contact List. 4. Click New. 5. Enter the detailed information of the new customer or contact. 6. Click OK. You are returned to the Customer List or Contact List. 7. Click OK. You are returned to the Appointment Manager window. For more information about Contact List and Customer List, refer to the POS Terminal in-product Help. Making appointments Appointments are made in POS Terminal using the Appointment Manager window.
Editing or deleting appointments Using Appointment Manager you can view, edit or delete appointments on any time for any particular day. You can only view, edit or delete appointments when POS is not in a transaction. To start, in the Appointment Manager window click an appointment in the appointment grid. In the Appointment Details area, click Edit or Delete. For instructions on editing or deleting appointments, refer to the POS Terminal in-product Help.
If you have integrated your Table Manager and Appointment Manager and waitlisted appointments, these appointments will not be available if you turn off the integration. Also, if you have been using Appointment Manager and waitlisted appointments and turn on the integration with Table Manager, these appointments will no longer be available.
You can access the Appointment Manager from within the Table Manager window by clicking the Appointment Manager button. Using SMS with Appointment Manager Please note that Reckon SMS is an additional cost. You must buy SMS bundles from the Reckon Online website after you sign up for this service. To use Reckon SMS you must have enabled Appointment Manager and have appointments/ reservations made using your customer/contact list.
To be able to use Reckon SMS in POS, you must first sign up on the Reckon website. Once you have signed up, you can enable it in POS Administrator and set your SMS options. You must have security permissions to Appointment Manager and SMS to be able to set the SMS options. Enabling Reckon SMS To enable Reckon SMS: 1. Open POS Administrator. 2. Go to the Tools menu and click Options. 3. Click the SMS tab. 4. Click Enable Reckon SMS. 5. Click Set SMS user details. The SMS User Details window opens. 6.
Using the SMS Options tab you can set how you want to send the SMS; automatically or manually, what time you want to send the SMS; at a certain time before the appointment or whenever the appointment is created/ updated and also enter your SMS default text.
For more information on the SMS options tab, refer to the POS Administrator help. Sending a SMS from POS Administrator You can send a one-off SMS to a customer using the POS Administrator. You can use this functionality to send a promotion SMS to a loyal client or to send messages that are not related to a specific appointment or reservation. To send a one-off SMS, go to the Tools menu, click SMS and then click Send SMS.
Dealing with Missed Messages If your POS system is offline for any reason and during that time there were scheduled messages to be sent, those SMS messages will not be sent at the scheduled time. When your POS system is back online and you log into POS Administrator, you will receive a message stating that there are scheduled messages which could not be sent. These messages are highlighted red in the Missed SMS window for you to review.
edit an existing one, a message asks you whether you want to send an SMS to that customer. If you click No, then no SMS is sent. If you click Yes, the Edit SMS Details window opens where you can send the message to the customer. For more information, please refer to the POS Terminal help. Opting out of receiving SMS Whenever you send promotional or advertising material to your customers you must give them the option to opt out of receiving this type of message.
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Processing end of day 10 End of day procedure 208 Avoiding unwanted service items creating problems 221 This chapter explains how to process an End Of Day at the end of each day so that Reckon Accounts can update its records to reflect the day’s activities. When you perform a Process End of Day, POS Terminal creates a file that it sends to Reckon Accounts. Reckon Accounts can reduce inventory on hand, create a sales history for your inventory, update customer balances and update the chart of accounts.
End of day procedure When you process your end of day POS Administrator creates a file to send to Reckon Accounts. This reduces the inventory on hand, creates the sales history for your inventory, updates pricing, updates customer account balances and the chart of accounts. We recommend that you run a Reckon Accounts Transfer before processing an End of Day.
The Select the Reports window opens. The Department Sales, Promotion Sales and Customer Loyalty reports are only available in POS Enterprise and POS Professional.
If this window is not shown, the Don’t show report selection page option has been selected on the EOD tab in the Options window in POS Administrator. Some reports are pre-selected to automatically print. You may also have selected the Balance Report must be selected on RESET (Z) report option in POS Administrator. If this is the case and you are running a RESET (Z) report you must select the Balance Report before moving on. 5.
8. Enter the information as described: Option Description Do not reset the Sales Information (X Report) Click to select this option if you only require the reports to print. Reset the Sales Information (Z Report) Click to select this option to print the reports and create a file for POS Administrator to post to Reckon Accounts. We recommend you do a transfer of your product list first.
Option Description Reset the Transaction Number Click to select this option to reset the transaction numbers back to one. This option is only available if you select the Reset the Sales Information option. 9. Click Next. This window only appears if you have selected Reconcile the Cash Drawer in the EOD tab on the Options window in POS Administrator. Only the tender types selected to be reconciled appear on this window. If this option is not selected the Print the Reports window opens.
10. Enter the information as described. Option Description Open the Cash Drawer Click to open the cash drawer. Tender Types The tender type fields are: Cash in Drawer, Cheque in Drawer, Credit Card in Drawer, EFT in Drawer, and Voucher in Drawer. Enter the total for each tender in the corresponding field. Do not include any cash cleared and recorded with the Cash Clearance function key through the day as part of the cash total.
Option Description Total in Drawer The total of all tender types entered displays in this field. Keyboard Click this button to use a touch keyboard to enter data in the fields. 11. Click Next. If tender types do not balance with what was registered, an error displays with the choice to retry or continue. Continue without balancing to print the variance on the balance report. 12. Click Yes to retry or No to continue. The Print the Reports window opens if No is selected.
13. Enter the information as described. Option Description Print the reports on the Receipt Printer Click to select to print the reports to your receipt printer. Cut paper between reports Click to select to cut the paper between reports if your printer has a cutter. This option is only available if the Receipt printer is selected. Print reports on a Windows printer Click to select to print the reports to your windows printer.
Option Description Windows Printer Click to select the printer from the drop-down list. This option is only available if the Windows printer is selected. Connected to View the path or port to which the selected printer is connected. If a COM port is already in use it does not appear in the list. Do not print the reports Click to select if you do not require the reports to be printed. This option is not available if you select the Reports must be printed option in POS Administrator. 14. Click Next.
15. Select the fields as described: These options only apply to Keycorp EFT. Perform the Ingenico/Westpac settlement on the EFT terminal.
Option Description Initiate EFTPOS Settlement Click to select if you want to pass EFTPOS information to the EFT terminal to perform the settlement and produce a report. Reconciliation Print the totals for the day and reset the totals for the next day. Cumulative Produce a report without resetting the totals. This is similar to the Do not reset the Sales Information (X Report) option in End Of Day. Run this report as required throughout the day.
All options selected in the Reset the Sales Information window are displayed for your confirmation. 17. Click Next. If you select to RESET the Sales Information (Z Report) the Automatic Backup window opens.
18. Click Next to automatically backup your database to this location. You will see a backup successful message. Click OK. 19. Click Finish to exit the End of Day wizard window.
Avoiding unwanted service items creating problems Sometimes an item may be accidentally moved or changed in Reckon Accounts. When posting transactions from POS, Reckon Accounts may have to create a new service item in the list to compensate for the changed item details that no longer match what POS has in its database. To avoid having a collection of unwanted items that are either not needed or doubling up, we suggest you run a Reckon Accounts Transfer before creating an End of Day file.
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Getting support 11 Troubleshooting 224 Supported POS devices 226 Contacting Reckon 242 If something goes wrong with your computer or with POS, there are a few things that you can check before calling for help. Follow the guidelines in this chapter to ensure that there is nothing you can do to get POS working. If your question is not answered in this chapter, use the Reckon contact details provided to find support.
Troubleshooting The following is a guide for some of the simple things you can do before you call your supplier for help. If you need to call the supplier make sure that you have the following information handy when you make the call: • The type of PC and its operating system. For example, Hewlett Packard, Pentium IV with Windows 7 • The make and model of peripheral devices.
• The computer is turned on • The monitor is on • All the leads are firmly plugged into the sockets at the back of the PC The keyboard doesn’t function Check that the keyboard is firmly plugged into the correct port. If you have a standard keyboard and your number pad is not working, check that the Num Lock light is on. If not, press the Num Lock key.
EFTPOS isn’t working Check the following: • Run the self-test to ensure that the line is up • Check all the connections to the PC • Check the setup in POS options POS Terminal freezes after a transaction An error may have occurred. Press the Esc key on the PC keyboard (if connected) to clear the error. Everything freezes There is usually nothing else that you can do but turn your computer off, wait a few moments and turn it back on. Before Windows starts it scans the disk for any errors.
Devices that are compatible with POS using Universal Serial Bus (USB) ports are marked USB compatible in the supported POS devices list below. Some hardware devices need drivers or setup files. USB receipt printer drivers, touch keyboard drivers, POS keyboard set up files, and related documentation can be found in the Support folder of the Point of Sale disc. The Support folder also contains a recent version of Acrobat Reader, which can be installed and used to read pdf files.
228 • IBM SureOne 4614 • Keycorp • Obvios c430-624S • POSBox cash drawer • POSiflex CR-3100 • POSiflex CR-3104 • POSiflex CR-3200 • POSiflex CR-3204 • POSiflex CR-4100 • POSiflex CR-4104 • POSiflex CR-4105 (USB compatible) • Senor GCDB424293MSA • Senor GCDB4141M9 • Senor GCDB353593MSA • TEC DRWST-51A • UMD Serial Power Trigger (use with a Communications Port only) • UMD USB Cash Drawer Trigger • Goodson GC-36
• Goodson GC-54 EFTPOS • Ingenico NPT 700 Series (V.3.21) for Westpac EFTPOS Extra • Ingenico PC-EFTPOS for ANZ, NAB, CBA, WBC, SUN, Travelex, St.
Customer display 230 • Casio SA5000/5100 Customer Display • Citizen C2201-PD • Citizen C2202-PD • DSP 800/850A • Epson DM-D101II • Epson DM-D202II • Firich VFD-202R • HP FK225AA / LD220 (USB) • IBM SureOne 4614 • Jarltech 8003 • Jarltech 8004 • Keycorp CD5220-II • Obvios FV-2029H • POS CD-7220 • POSiflex PD-200 • POSiflex PD-2100 • POSiflex PD-2200
• POSiflex PD-2300 (USB compatible) • RSD CD5220/CD6220 • Sibnet Pole Display • Soteke VFD 2 Line 20 Character • Puritron ICD2002 • Senor GWD202UT22APB (USB) Standard keyboards • Casio SA5000 • DigiPOS QM128A & KM032A (PC Keyboard Section) • DigiPOS QM128A (PC Keyboard Section) • IBM SureOne 4614 Keyboard • Keycorp K33 KeyStation • KSI Wombat Jr.
• TiPro QM128A PC (PC Keyboard Section) • UMDM264 K01 PC Magnetic card reader • Keycorp K33Q Scanner 232 • ASP Barcode Zapper CCD Scanner • Cino FuzzyScan FBC-3620 CCD Scanner • Cino FuzzyScan FBC-3660 CCD Scanner • Cipher Lab 1021 CCD Scanner • Cipher Lab 1500 USB Barcode Scanner (with stand) • CompletePOS CCD Scanner • Data Logic Catcher Omni directional scanner • Data Logic DLC7000 CCD Scanner • Data Logic DLL5000 Laser Scanner • Data Logic Gryphon DL100 • Generic Barcode Sca
• Jarltech 2070C CCD Scanner • Jarltech Series 200x CCD Scanner • Keycorp CCD Scanner • Mayer Krieg Tysso CCD-84 Scanner • MetroLogic MS-6220 Laser Scanner • MetroLogic MS-951 Laser Scanner • Obvios OBS-2200 (rebadged Heron G) • Opticon ELT/XPT 5000 CCD Scanner • Opticon OPL 6735 Laser Scanner • Opticon XPT 3125 CCD Scanner • POSiflex CD-2800 CCD Scanner • POSiflex CD-2820 • POSiflex CD-2860 CCD Scanner • POSiflex LS-6000 Laser Scanner • PSC Duet Laser Scanner • PSC HS1250 Las
234 • PSC QuickScan 6000 Laser Scanner • PSC VS1000 Laser Scanner • PSC VS1200 Laser Scanner • PSC VS800 Laser Scanner • Scantech Polaris P-7010 Scanner • Senor V-GSN-320UB00 (USB) • Senor GST-351BTU (USB) Cordless Scanner • Sibnet 80mm CCD Scanner • Sobartek CCD Scanner • Symbol LS2104 Laser Scanner • Symbol LS2208 Laser Scanner • Symbol LS3203 Laser Scanner • Symbol LS3603 Laser Scanner • Symbol LS4004 Laser Scanner • Symbol LS5700/5800 Laser Scanner • Symbol LS6004 Laser S
• Symbol LS9208 Laser Scanner • Symbol LT1804 Laser Scanner • Welch Allyn Imageteam 3800 Laser Scanner • Welch Allyn Scanteam 3205 Series CCD Scanner • Welch Allyn Scanteam 3215 Series CCD Scanner • Welch Allyn Valueteam 3060/3080 CCD Scanner • Zebex Alpha 30 Omni-directional scanner • Zebex Alpha Series scanner (alpha 50,60,70) • Zebex ZB 2200 AM CCD Scanner • IT3800g • IT3820 • 1000 CCD • 1100 CCD • Cipherlab 1266 Getting support 235
POS keyboards Some keyboards have a file that needs to be imported to the programmable keyboard before you can program keys in POS. The files are located in the Support folder of the POS disc. 236 • DigiPOS KM064A • DigiPOS KM064A/KB064A & KM032A/KB032A • DigiPOS KM096A • DigiPOS KM096A/KB096A & KM032A/KB032A • DigiPOS KM128A • DigiPOS KM128A/KB128A & KM032A/KB032A • DigiPOS QM128A • DigiPOS QM128A & KM032A (POS Keyboard Section) • Jarltech 8011M • Jarltech 8011T • KSI Wombat Jr.
• POSiflex KB-3200 • POSiflex2100 • POSiflex3000 • POSiflex3100 • RSD ProKey 128 • TiPro KM064A • TiPro KM064A/KB064A & KM032A/KB032A • TiPro KM096A • TiPro KM096A/KB096A & KM032A/KB032A • TiPro KM128A • TiPro KM128A/KB128A & KM032A/KB032A • TiPro QM128A • TiPro QM128A & KM032A (POS Keyboard Section) • UMDM264K00 • UMDM264K01 • UMDM264S Receipt printers • Citizen CTS2000 Getting support 237
238 • Sp512 • Sp542 • Axiohm A470 • Axiohm A711 • Axiohm A714 • Axiohm A715 • Axiohm A793 • Axiohm A794 • Casio SA5000 Receipt Printer • Casio SA5100 Receipt Printer • Citizen 500/501 - Dot matrix (Serial) • Citizen CBM1000 • Citizen CBM230/231 • Citizen CBM-253 • Citizen iDP3210 • Citizen iDP3221 • Citizen iDP3420/3421/3423 • Citizen iDP3540/3541
• Citizen iDP3550/3551 • Citizen iDP460 • Custom DPT-282 • Custom Kube (USB compatible and Serial) • Epson TM-J2100 • Epson TM-T20 (USB) • Epson TM-T85 • Epson TMT88 III Thermal (Serial) • Epson TM-T88III • Epson TM-T88IV (USB compatible and Serial) • Epson TM-T88V (USB compatible and Serial) • Epson TM-T90 • Epson TM-U200D • Epson TM-U210B • Epson TM-U220 (Serial and Ethernet) • Epson TM-U300A/300B • Epson TM-U300D • HP FK224AA / A799 (USB to HP PC) Getting support 239
240 • IBM SureMark 4610-TF6 • IBM SureOne Thermal • Javelin J-POS88 Thermal (Serial) • Keycorp/PeriPheron Receipt Master 2000 • NCR RealPOS 7197 • Obvios ORP - 800 (USB compatible and Serial) • Partner RP-300 (Thermal) - Serial • POSiflex PP-1200 • POSiflex PP-3000 • POSiflex PP-4000 • POSiflex PP-5600B • POSiflex PP-5600D • POSiflex PP-7000 (USB compatible and Serial) • Sam4 SAM4S-20 (Serial) • SamSung SRP-350 • Samsung/Bixolon SRP-370/372 and SRP-275 - Thermal - (Serial) •
• Star TSP200 • Star SP216FD42 • Star SP312FD40/342FD40 • Star SP317FD40/347FD40 • Star TSP550/552 • Star TSP-700 • Toshiba TRST-A10-S (Serial only) Getting support 241
Contacting Reckon Australia 242 Product Registration Products can be registered online or by telephone. 1300 650 061 Customer Service and Reckon Sales For pre-sale, product specific information, to purchase an upgrade, for order inquiries or information on Reckon Advantage and so on. Call: 1800 732 566 General Product Information For general product information and FAQs. Visit: http://www.reckon.com . Technical Support To speak immediately to a technical support representative, call Reckon.
Reckon Stationery Reckon offers a range of stationery that works with your Reckon software. Cheques, invoices, pay slips and more helps deliver the most from your accounting software! Call: 1300 301 166 Update your details Keep your details current so we can keep you up to date on product developments and important software changes. Update your details online at Postal Address Reckon postal address to send software orders as well as any other written correspondence.
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End User Licence Agreement THIS IS AN IMPORTANT DOCUMENT. PLEASE READ IT CAREFULLY. This is a contract between Reckon Limited (ACN 003 348 730) (Reckon) and you. By using the Software supplied with this document, and the related user guides and materials (together the Software), you agree to be bound by the terms of this Licence. This Licence covers copies of the Software provided for evaluation or trial purposes, subscription versions and non-subscription or full versions of the Software.
you are using has not been ‘sunsetted’ as explained below.
relation to the Third Party Online Services or accept any liability or responsibility for any loss or damage relating to the Third Party Online Services except as required by the Consumer Guarantees •• Back up & Data Retention: You should ensure you conduct regular backups of your data.
1. LICENCE (a) Evaluation licence: If Reckon has provided a Trial Version of the Software to you, your rights to use the Trial Version are solely as set out in clause 12. (b) Licence to use: Reckon grants you a personal, non-exclusive, non-transferable, limited licence to use the Software on the terms of this Licence for the period determined in accordance with clause 10.
(i) verifying that the Software is being used fully in accordance with this Licence, including user and machine limitations, and (ii) listing locations, types and serial numbers of equipment on which the Software is run. (e) Audit rights: Reckon may also audit the number of copies of the Software in use or possession by you, the equipment on which the Software is installed or used and the number of users using the Software.
You agree to activate or reactivate the Software within a reasonable time or within such time as the Software prompts you to do so. (b) Key codes: Each copy of the Software is provided with a unique installation key code (which may appear on the packaging or the cover of the media on which the Software is contained). You should keep the installation key code safe. As per clause 4(a)(v), you will be required to provide your installation key code to Reckon when you reactivate your Software.
5. DATA COLLECTION AND PRIVACY (a) You acknowledge and agree that Reckon collects information from you when registering, activating and validating the Software. Additional information may also be collected in relation to your use of the Software. Reckon handles personal information in accordance with the Privacy Act 1988 (Cth) and the applicable Privacy Principles.
(ii) provision of telephone help desk support services; (iii) access to technical information about the software contained on Reckon’s website; and (iv) the ability for you to download Updates, but it does not include provision of Upgrades of the Software. For further explanation of Reckon’s technical support policy please go to http:// www.reckon.com.
(c) In some cases you may download other third party applications, for example Google Desktop supplied by Google Inc. In such cases your agreement to be bound by the terms of this Licence will also bind you to the terms of use or other similar agreements required by such third parties for use of their products. 8.
(d) No guarantee that Software will be error free or that its use will be uninterrupted: While Reckon has endeavoured to make sure that the Software works substantially as per the specifications published by Reckon from time to time, except as required by the Consumer Guarantees, Reckon does not guarantee that the Software will work on all computer hardware platforms or configurations and makes no warranty that the Software will be error free or that its use will be uninterrupted.
(ii) Reckon’s maximum liability for damages arising in connection with this Licence or the supply of the Software is limited to the amount paid by you for the Software.
10. TERM AND TERMINATION OF LICENCE (a) Licence Term: Unless this Licence is terminated earlier in accordance with its terms, your right to use the Software in accordance with this Licence continues: (i) in the case of a subscription version of the Software, for an initial period of 12 months from the date of registration of the Software. This Licence will automatically renew for a further 12 month period upon the payment of Reckon’s annual subscription fee.
(b) No extension of Licence term: Your right and entitlement to use the Software, as enhanced by any Upgrades and/or Updates, concludes at the end of the term of the Licence (subject to payment of an annual subscription fee) and is not linked to the dates of release, registration or provision by Reckon of any Upgrades and/or Updates. (c) This Licence prevails: If you have purchased this Software as an Upgrade to an earlier version of the Software, this Licence shall supersede any previous licence agreement.
12. TRIAL LICENCE If you have been provided with a Trial Version of the Software, this clause 12 sets out the terms that will apply to your use of the Trial Version.
Update means a new version of the Software which contains minor enhancements. (b) Applicable law: This Licence is governed by the laws of the State of New South Wales, Australia and by agreeing to be bound by the terms of this Agreement you irrevocably and unconditionally submit to the jurisdiction of the courts of that State.
