BPOS can be configured in different ways to suit your store. Some considerations include
Before we can start using BPOS, there are a couple of housekeeping tasks. Usually these only have to be done once. They include setting up your store variables. From the main menu navigate the Utility/Details. You will be presented with the following -
Enter the name and address of your store. These will be used on Invoices, Purchase Orders etc. The ABN number is an Australian thing.
The report names are on a "per register" (machine) basis. BPOS supports 4 different printers. It enables BPOS to automatically assign to the correct printer. The report and docket printer are in common use. The barcode printer will need individual configuration in the program however the out of the box settings support Zebra barcode printers. The Invoice printer is not commonly used, normally the report printer is also the invoice printer. The Invoice printer is a remnant of when people produced pre-printed tractor feed invoices.
Set the "Register Name" to reflect the name of the local machine. This would be something descriptive as "Front Desk 1" etc. The C/D is the "Cash Drawer" type. BPOS currently supports "C" for Citizen or "E" for Epson. The "Port" value isn't used much. It is a remnant of serial printer. "Auto" means "Open the Cash Draw Automatically" after a sale. This option will allow you to suppress this value. "Good" is the frequency (sound) of a "good" barcode scan, bad the opposite. This is useful in a high volume stocktake situation where many items are passing the barcode scanner. Bad items, for example not on the database, will make a much lower sound alerting the operator.
"Docket Cuttter" is whether the docket printer is equipped with a cutter, This is almost always "Y". POS display is if the machine has a "Pole Display"
Once you have entered the data, Hit the <PgDn> once or <Enter> until the cursor leaves the screen. BPOS will automatically save the record.
Note: If you have multiple machines in your network, the "Store Data" is common to all the machines. The Printers and Register details are unique for each workstation. After you fill in the details for the first workstation, move to another one and notice that only the "Store Data" fields are filled. You will need to set the Printers and Register details for each machine.
The PO Names and numbers on the right hand side of this screen are covered elsewhere in this manual.
Setting System Variables - from the Utility/Details screen there are a number of "hidden" sub-screens that setup "rarely" changed system options. From Utility/Details hitting <F1> shows this small help dialog.
The "mini help" dialogs will stay open for 1 second per line item (a bit arbitrary I know) however hitting <Space> will lock it on the screen. You will then need to hit <Space> again to unlock it. Options are
<Alt-F2> - sets up the purchase order numbers. BPOS supports up to 5 order number sequences. One reason for a different set is you configure one order sequence as "Urgent" orders. That way, when the boxes with the goods arrive, you can identify urgent stock simply by the order number on the documentation. You are free to use just 1 order sequence number if required. If you use 2 or more, BPOS will prompt for the sequence number to use during posting of purchase orders.
<Alt-F3> - The "Open to Buy" report has 6 columns by 12 month rows. The first column is the "Budget" column with the next 5 related to the 5 order sequence numbers. It gives owners some control over the amount spent on new orders by month.
<Alt-F5> - Sets up the "Function Keys" on the bottom of the Cash Sales screen. The first column is the "Scan Value" (or PLU). e.g. if you create an inventory Item "SaleItem" and assign it to <F3> you would put "SaleItem" into the Scan Value and "Sale Item" into the label. This would result in the Cash Sale screen looking like this
It is a "quick lookup" function. Note: Each workstattion has its own array of function keys. These can and should be changed as your requirements vary.
<Alt-F6> - Set up system variable. There are actually 2 pages of information here. It also includes the docket header and footers. Please see the appendix for detailed explanations of the fields
<Alt-F9> - Sets up transaction types. This function adds extra sale transaction type - for example "CRE" for credit cards. Note that BPOS offers a default of "CAS" (Cash). The transaction types are set for ALL machines (there is no "per machine" option) BPOS offers 9 additional optional payment types( plus CAS = 10 ).
Create a code for each type you accept. Depending on how your EFTPOS machine reconciles, you may only need "CAR" (or something similar) for cards. Remember that Gift Certificates are valid payment types. This can be changed at any time however other machines will need to exit to the main menu and re-load the sales menu to reflect any changes. These transaction types are used in Layby and Special orders. The "NCD" field stands for "No Cash Drawer" - this suppresses the opening of the cash drawer for transaction types that do not require it.
<Alt-F10> - presents an inline lookup for Exchange Rates. BPOS is capable of multi currency ordering and receiving but very few users implement it.
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