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4POS Installation Plan

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64 views5 pages

4POS Installation Plan

Uploaded by

bokangpublishinghouse
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 5

We know that all users & tech's just want to get going & start selling, but it will

be wise to spend a
couple of minutes to plan your installation & walk through the steps. It might take a few minutes
now, but it will save you lots of time & $$$ later on. It is also intended to make your business work
better!

We suggest you use the KISS principle - Keep It Simple & Stupid. In other words, do it the simple
& foolproof way. If you asked 4POS to do the installation & configuration, these are the steps that
we would have used!

Simply put - IT WORKS!

Summary :

1. Install 4POS.
1.1. The installer will prompt you to fix the regional settings.
1.2. You will also be prompted to Install & test your receipt printer.

2. Ensure you have an A4 printer configured as the default printer.

3. Open up the 4POSBackoffice & Register.

4. Once the 4POS Backoffice program has opened, you need to make a decision on how you wish
to build / create your product list.
Your product list is is the foundation of the system & without it, you wont be able to easily sell the
items, do stock control, ordering or any of the functions in 4POS.

Options available :

Option 1 :
4.1. Use our preloaded databases : These databases can be selected under utilities :
This is the prompt for our "master" password which is DD##MM eg. 31 May 2018 will be 31##05.
Simply browse your 4POS DVD or download the database you require from our support page.

4.1.1. Liquor store database with 9,500 preloaded products & barcodes.
4.1.2. Supermarket database with 54,000 preloaded products & barcodes.
4.1.3. Hardware database with 8,000 preloaded products & barcodes.
4.1.4. Restaurant database with examples of Meats with cooking messages as well as Pizzas,
starters & drinks.

Option 2 :
4.2. You have an Excel spreadsheet with all your Item Descriptions, Costs & Selling prices or you
can create one?
4.2.1. Use our 4POSUpload program to import the items into your 4POS system.
4.2.2. See the \4POSTraining\4POSHowToVideos\4POSHowToUtilities\4POSUpload.mp4 video or
on YouTube...

Option 3 :
4.3. Your products have barcodes on & it will be easier to simply scan & create them?
4.3.1. You can use the "4POS Learning Mode" - simply go into Store Setup & Securities - Point of
Sale Parameters & enable the Learning mode. Once done, do an Update Point of Sale & see here.
Skip to Step 6.

Option 4 :
4.4. Your items do not have barcodes & you prefer to create them one by one :
4.4.1. Simply go into Stock Create / Edit - New Stock Item & click the Option "The product I want is
not in the list"
For more detail, Please refer to "Stock Create / Edit - New stock item

5. Once you have created some items or used another option to create your products, you need to
do an Update POS to "send" the items to the 4POSScanning / 4POSTouch database.

6. Ensure your 4POS Domain Controller is open & leave it open at all times! Simply minimize.!

7. Decide whether you will use 4POSScan (Best for retail scanning businesses) or 4POSTouch
(Best for Restaurants, Fast food, Pubs & BARS & all businesses that do not scan or do not have
barcodes on their products).

8. Enter password (Default is 1234567890)

9. Install & configure your Receipt printer.


9.1. Go into your Windows Control Panel - "Devices & printers" & do a Test page to your printer
first.
9.2. Under devices & printers - right click on your A4 printer & select "Set as Default". This will
allow 4POS to properly display all 4POSBackoffice reports.
9.3. Once done - In 4POSScan - Press Ctrl-C or in 4POSTouch - click on Option Menu & then press
Ctrl-C

10. Important : Do not worry about your stock levels at this time. Get to know the sales process
first.
Learn how to use the important keys to perform your main functions in 4POSScan.
Eg.
* to change quantity after you have scanned / rang up your product. Eg. Ring up the item,
press * (on your numeric keyboard), type in quantity, press enter)
F8 to void a line
F9 to change a price
Shift-R to reverse / refund an item
F10 for subtotal & to enter the cash offered by the customer
F2 to Finalise the sale to Cash
F3 to Finalise to Credit Card
F4 to Finalise to Cheque or EFT
F12 to do a cashup
Other keys explained under Store Setup & security -> Keyboard layouts

11. At the end of every day or every shift, do a Cashup & check your CASH!

12. Do dayend in the 4POSBackoffice under Day-end. This will also fix the default date which is
2005.

13. Immediately do a backup to a flash drive to safe guard your 4pos licence!

14. Repeat the sales processes for a couple of days & only then get involved in your stock control
under Stock Take in the 4POSBackoffice

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