CCS Point of Sale
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faq:start [2014/03/17 02:17] markphillips2 |
faq:start [2018/12/23 11:51] |
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- | ====== FAQ ====== | ||
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- | Please come back to find out more, or ask your own question support@cafecartel.com. | ||
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- | ===== Questions: ===== | ||
- | [[faq:start#Reprinting Old Receipts]] | ||
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- | [[faq:start#Fixing Closed Days]] | ||
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- | [[faq:start#If I took weight out of inventory by reducing the number in the product count field in the item screen, would I be able to see that change anywhere? If I took weight out of inventory by reducing the number in the product count field in the item screen, would I be able to see that change anywhere?]] | ||
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- | [[faq:start#How can we donate gift cards and not have it look like we accepted cash for them?]] | ||
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- | [[faq:start#Inventory History|How do I keep track of Inventory History]] | ||
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- | [[faq:start#Mailing Lists|How do we make a mailing list]] | ||
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- | [[faq:start#Zebra Recalibration|Zebra Recalibration]] | ||
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- | [[faq:start#Fixing Printer Issue 1|Fixing Printer Issue 1]] | ||
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- | [[faq:start#Customer Display Not Showing - 8" monitor or other monitor.|Customer Display Not Showing - 8" monitor or other monitor.]] | ||
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- | [[faq:start#Donations| Donations for Menu Service]] | ||
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- | ===== ===== | ||
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- | ==RePrinting Closed Days=== | ||
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- | From CCS Office - Transaction Management | ||
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- | 1. Input the date range to find the transaction(s) | ||
- | 2. Press 'View Past Transactions' | ||
- | 3. The transactions will be listed. | ||
- | 4. Select the transaction, and press 'Print Thermal Receipt' | ||
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- | ==Fixing Closed Days=== | ||
- | There's a guide on this: | ||
- | http://cafecartel.com/kb/doku.php?id=guides:general:closeunclosedday | ||
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- | ===== If I took weight out of inventory by reducing the number in the product count field in the item screen, would I be able to see that change anywhere? ===== | ||
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- | This issue is raised when trying to track inventory changes. For example: I can’t remember if I took something out of inventory or not and I am not sure how to check. | ||
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- | In a situation like this, if there was a change made to a product count, you cannot track the change. | ||
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- | * You should then disable the authorization to change the count - Office - Employees - Job Types. | ||
- | * And you should use Transaction's to adjust the inventory count. You can add new transaction types: - Office - (Main Toolbar) System - Order Types. | ||
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- | Then make an Order Type called, "Inventory Adjustment" or anything that would indicate why you are using this transaction to adjust the inventory, such as waste etc. | ||
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- | Use the Transaction they same way you would as a Purchase Order, and receive purchase orders. | ||
- | [[http://cafecartel.com/help-videos/85-dispensaries/342-dispensary-reporting-a-analysis.html| Inventory Control - Receiving Purchase Orders ]] | ||
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- | ===== How can we donate gift cards and not have it look like we accepted cash for them? ===== | ||
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- | Q: | ||
- | For example, I want to donate a $20 gift card for a charity auction. I make the gift card, but I have to put some sort of payment in for the gift card in order for the money to be on the card. If I hit exact change then the POS assumes that I took $20 in cash and that shows up on our report as a sale. | ||
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- | Is there a way to activate the card with $20 on it without it showing up in our system as a cash payment? | ||
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- | A: | ||
- | From the POS menu screen: | ||
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- | From the menu functions at the bottom of the screen, go to : Discounts. From the Discounts Screen, go to Item Discount -%100.00, this will appy a 100 percent discount to the item and chage the order $0.00 dollars. | ||
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- | Or | ||
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- | Use the Discounts - 'Zero Out Order' button - This set all prices of the order to $0.00. | ||
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- | Press "Exact Change" or one of the dollar payment methods to close out the order. | ||
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- | ===== Mailing Lists ===== | ||
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- | ==== Simple Option ==== | ||
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- | You can export the list of customers from Office - CRM - Search Contacts. | ||
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- | Press 'Show All' | ||
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- | The list of everyone will appear. | ||
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- | Press Export | ||
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- | The file will be exported to your My Documents folder in the CCS_Exports Folder. | ||
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- | It will have a name like Export18394.txt | ||
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- | Open it, it will show as list of names and emails. You can email, copy this to a computer with excell, or put it in google docs. It will then show up as a spreadsheet. | ||
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- | You can then sort by the email address and get a list to email people. | ||
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- | ==== Advanced Option ==== | ||
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- | Copy this statement: Office - (Main Toolbar) Reporting - Pivot Reporting | ||
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- | Under the 'Advanced' tab, paste it, then press 'Open Report From Statement' | ||
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- | SELECT FirstName,LastName,Address,Address2,City,State,ZIp,FollowUp,AccountNUmber | ||
- | FROM qryPivotContacts | ||
- | WHERE Followup>=GetDate() | ||
- | Order BY FirstName,LastName,Address,Address2,City | ||
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- | Note | ||
- | The 'Where Followup>=GetDate()' means that this will only list out people who have a current medical card. You can remove this or change it if you don't want that to be a filter. | ||
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- | ===== Inventory History ===== | ||
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- | In Order to keep record of your inventory over time, i.e. a snap shot of your inventory values over each day, the following settings need to be checked. | ||
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- | Office - Control Panel - Retail | ||
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- | {{:faq:setting1.png|}} | ||
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- | Reporting & Analysis - Select Reports | ||
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- | {{:faq:setting2.png|}} | ||
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- | ===== MSR Document ===== | ||
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- | This is for Magtek MSR's USB Keyboard Emulation | ||
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- | 01 10 01 CONVERT TO KB\\ | ||
- | 01 10 00 CONVERT TO HID\\ | ||
- | 01 1A 01 SET TO SURESWIPE EMULATION\\ | ||
- | 01 1A 00 SET TO NON SURESWIPE EMULATION\\ | ||
- | 01 05 01 TRACK 1 ONLY\\ | ||
- | 01 05 04 TRACK 2 ONLY\\ | ||
- | 01 05 10 TRACK 3 ONLY\\ | ||
- | 01 05 05 TRACK 1,2\\ | ||
- | 01 05 95 Track 1, 2 & 3\\ | ||
- | 01 05 14 TRACK 2,3\\ | ||
- | 01 14 03 DON’T SEND SS/ES\\ | ||
- | 01 14 63 SEND SS/ES\\ | ||
- | 01 02 10 SLOW DOWN -\\ | ||
- | 01 21 0D CR AFTER EACH TRACK\\ | ||
- | 01 21 00 SET BACK TO CR AT END\\ | ||
- | 01 22 0D CR AT END\\ | ||
- | 01 22 08 BACKSPACE INSTEAD OF CR\\ | ||
- | 01 22 00 REMOVE CR ON END\\ | ||
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- | ===== Turn off Check Digits ===== | ||
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- | Honey Well Scanners: Voyager Scanner Etc. | ||
- | Page 9-1 Do not transit UPC A Check Digit. | ||
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- | ===== Zebra Recalibration ===== | ||
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- | Manual Calibration\\ | ||
- | Manual calibration is recommended whenever you are using pre-printed media or if the printer | ||
- | will not correctly auto calibrate.\\ | ||
- | 1. Make sure media is loaded.\\ | ||
- | 2 . Turn on the printer power.\\ | ||
- | 3 . Press and hold the feed button until the green status LED flashes once, then twice. | ||
- | Release the feed button.\\ | ||
- | 4. The printer will set the media sensor for the label backing being used. After it is done | ||
- | making this adjustment, the roll will automatically feed until a label is positioned at the | ||
- | print head.\\ | ||
- | 5. A profile of the media sensor settings (similar to the example below) will print. Upon | ||
- | completion, the printer will save the new settings in memory and the printer is ready for | ||
- | normal operation.\\ | ||
- | 6 . Press the feed button. One entire blank label will feed. If this does not happen, try | ||
- | defaulting ( refer to the four-flash \\ | ||
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- | ===== Fixing Printer Issue 1 ===== | ||
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- | 1. Turn off the printer. \\ | ||
- | 2. Turn on the printer. \\ | ||
- | 3. Press the feed button.\\ | ||
- | 4. Windows - Start - Printers & Faxes\\ | ||
- | 5. You should see the Receipt Printer \\ | ||
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- | If the printer says 'Offline'\\ | ||
- | Double click on it, from the toolbar select Printer , then uncheck use printer offline. | ||
- | Try Print Test Page\\ | ||
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- | If the printer says 'unavailable'\\ | ||
- | That is most likely the connection to the usb. \\ | ||
- | 1. Unplug the USB Connection, plug it back in.\\ | ||
- | 2. Restart the computer. \\ | ||
- | 3. Try Print Test page.\\ | ||
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- | Print Test Page\\ | ||
- | 1. Windows - Start - Printers & Faxes\\ | ||
- | 2. You should see the The Printer To test \\ | ||
- | 3. Double click the Printer. \\ | ||
- | 4. From the Toolbar - Printer, then Properties.\\ | ||
- | 5. Press 'Print Test Page.\\ | ||
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- | ===== Customer Display Not Showing - 8" monitor or other monitor. ===== | ||
- | That's because someone unplugged the customer display. It needs to be reset. \\ | ||
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- | This is easy to do. \\ | ||
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- | 1. Log out of Windows\\ | ||
- | 2. Log back in\\ | ||
- | 3. Then make sure your Customer Display is all the way plugged in for both power and to the VGA.\\ | ||
- | 4. Go to Start - Control Panel - Display\\ | ||
- | 5. Click on the Settings Tab on the right.\\ | ||
- | 6. Press the 2nd Display ICON\\ | ||
- | 7. Check off'Extend my desktop onto this monitor' from checkbox below.\\ | ||
- | 8. Press Apply. \\ | ||
- | 9. Check your customer display monitor, it should show blue or the same color as your windows \\background.\\ | ||
- | 10. Start back up your POS and check your display.\\ | ||
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- | ===== Donations for Menu Service ===== | ||
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- | - Office - Menu Center | ||
- | - Menu Layout | ||
- | - Add in a new item, ignore entering the price. | ||
- | - Make sure the 0 for tax rate is selected | ||
- | - Press "Add New And Continue' | ||
- | - From the Menu Layout, select 'Open Price' | ||
- | \\ | ||
- | \\ | ||
- | **You will have to note these amounts and subtract them from your gross sales report. There's not an option to have it removed like gift cards issuances are. | ||
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- | ===== How Do I backup CCS Data ===== | ||
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- | From Office - Main Toolbar - System - SQL Server Backup | ||
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- | For any document files associated with contacts or orders, you will need to arrange a backup of those folders. | ||
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Trace: • demographics • discounts • usedclothing