To get you started with CloudPOS, there are a few simple setups that you must complete.
Firstly, setup your Stores by selecting “Stores” from the menu on the left, then select “Add Stores” from the link in “Store Tables”.
If you have a multi-store environment you will be required to setup a separate store for each of your businesses.
Note: All fields must be populated in the Store table as this is a mandatory requirement.
Next, setup the locations for each of your stores.
Locations are defined as the areas within your store. For example, if you have a Pub then a location may be “Bar” or “Restaurant”. CloudPOS allows for multiple locations to be created and linked to your stores.
Start by selecting “Location in Store”, and then select “Add Locations to Store”.
From the locations creation screen you will also see available POS Terminals. You will need to link at least one POS terminal to a location, however it is always Possible to link multiple.
The POS Machine’s screen allows for unique names to be assigned to your Casio VR terminals. This may assist towards identifying said terminals from within CloudPOS. This step is not mandatory as a default label of Rxxx will be assigned to each terminal by default.
Additional fields are also provided to allow a terminal Serial Number of Barcode to be set.
In order to be able to see and edit your products you need to see the entire screen on your computer and in some instances you will need to reduce the magnification level of the screen from within your internet browser.
Instructions on changing zoom/magnification with
google chrome can be found:
From the Dashboard click on the location in store link and on the locations table click on the setup
The below image is the PLUs page and you need to be able to see the edit link on the far right of the page in the action column. IF YOU CAN NOT SEE THE EDIT LINK please change the magnification of your browser. You can edit every detail of a PLU including prices by clicking on the edit link.
The PLUs page has nine tab/links running from left to right at the top of the page.
Groups are used to categorise products for reporting purposes only, and are top level reporting. A good example of Groups would be FOOD and DRINKS. To program a new group, simply enter the description under “Groups Name” and select to “Add Group”, then repeat this process until complete.
Added groups will display in a list on the right side of the screen if you wish to change the descriptor select the “Edit” link
Departments are used for two general purposes. Like groups, they are also used for reporting to categorise products, however sit below groups in the hierarchy. Taking the group “food” as an example, appropriate departments may be “Entrees” and “Starters” etc.
Departments may also be used to generate your menu pages. For example, all PLU’s linked to starters can be used to generate a page of starters.
To program a department firstly start by selecting the group that will be associated (linked) to it by dropping down the list of groups and choosing the appropriate one.
Now type in your new department name and select “Add Department” Like the Group file previously, a list of your departments will be presented on the right side of the screen, and an edit link is provided to make changes to the description and group link if required.
From the dashboard click on the location in store link located in the left menu:
From this page you will be able to see a list of your stores and the pos within them. Click on the Import products link in the row against the pos you want to import products too.
On the import products page you are presented with two choices. The first is to select your import preferences and the second is to choose the file you wish to import.
This option will override any products, departments or Groups previously set up and is usually the option of choice for first time importing of products.
Option two is the same as option one in that it will override any previous departments or groups set up but will not change any set menus that have been created.
The choose file button will open a navigation window so you can navigate the files on your computer and select the document file you wish to import.
The sales graph is useful to monitor how your business is tracking throughout the day. This chart which is reset at the start of each trading day shows an averaged sales snapshot sampled every 15 minutes.
A running total is provided indicating your bottom line financial figures. This is the sum total for all Stores and Locations on the given day.
If multiple time zones have been implemented, then your Stores and Locations will be displayed separately for each time zone.
The live dashboard includes a useful pie chart providing you with a dynamic graphical representation of your top 15 products, plus one additional slice where all others are grouped, bringing the total to 16 divisions within the chart.
A mouse over feature indicates sales amount and percentage for each product or slice of the chart.
Each location in your store will display a unique chart similar to the one below.
Each terminal in your store and location will be shown in each location. This provides a useful tool to confirm which terminals are being used, and the last time and date that data was received from them.
Status colours provide easy identification of how long since sales has been received.
The “End of Day” screen includes a number of filters which can be applied to generate a particular report format.
The default setting is Store level reporting. In this scenario, the reports from all terminals and locations are consolidated to the store level.
Selection “Locations Summary” from the “Report Levels” dropdown list will generate a report showing both the Stores/s and all Locations within each Store.
Selecting “Terminals and POS Machines Summary” will reveal all Stores, Locations and POS Terminals.
Using the filters provided gives a great deal of flexibility to your reporting, as you can choose a combination of Time Frame, Stores, Location and Terminals.
Filters – Time frame
The “Time Frame” filter selection allows for manual range selection of start and end dates, and also provides the ability to set commonly required quick selections.
Start by selecting “Time Frame” then the green “Filter” box.
Now you can select your chosen data and time range selection.
Filters – Stores
By default, all stores in your system will be included in the reports. However, using the Store filter you can tailor your reports by filtering your selections.
Select the Stores you would like to include in your report and lock it in by selecting the Filter bar.
Filters – Locations
Locations may also be selected to further refine your report criteria.
Make your selections then press the “Filter” bar to update your selection criteria.
Finally, if required you can further refine your report by including or removing select POS terminals.
Following your selection please press the green “Filter” bar.