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Transcript of 1 OrderPro Point of Sale (POS) Training Prepared by Christina Van Metre Independent Educational...
![Page 1: 1 OrderPro Point of Sale (POS) Training Prepared by Christina Van Metre Independent Educational Consultant CTO, Business Development Team © Training Version.](https://reader030.fdocuments.us/reader030/viewer/2022032709/56649ec15503460f94bcd9cc/html5/thumbnails/1.jpg)
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OrderPro Point of SaleOrderPro Point of Sale(POS) Training (POS) Training
Prepared by Christina Van Metre Independent Educational
Consultant CTO, Business Development Team © Training
Version 1.0 – 1/20/04
![Page 2: 1 OrderPro Point of Sale (POS) Training Prepared by Christina Van Metre Independent Educational Consultant CTO, Business Development Team © Training Version.](https://reader030.fdocuments.us/reader030/viewer/2022032709/56649ec15503460f94bcd9cc/html5/thumbnails/2.jpg)
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OrderPro POSOrderPro POS
Provides offline customer ordering supportProvides offline customer ordering support
Supports offline inventory managementSupports offline inventory management
Prints customer receipts (soon to be Prints customer receipts (soon to be customizable)customizable)
Supports automatic upload into the Supports automatic upload into the Pending Orders section of OrderProPending Orders section of OrderPro
Interfaces with bar code scannersInterfaces with bar code scanners
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Getting StartedGetting Started
POS is a separate application and can be POS is a separate application and can be purchased separately or can be obtained as part purchased separately or can be obtained as part of the Deluxe subscriptionof the Deluxe subscriptionPOS requires the Microsoft .NET Framework POS requires the Microsoft .NET Framework already be installed already be installed Detailed instructions on how to download the Detailed instructions on how to download the product can be found in the Download Center in product can be found in the Download Center in OrderProOrderProAfter installation, POS can be run from the After installation, POS can be run from the Windows Start menuWindows Start menu
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Launching POSLaunching POS
POS can be launched by clicking on the Windows
Start menu and navigating through the menus.
Click here to launch POS and the
following application will
appear.
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Launching POSLaunching POSThis is
the POS main
screen.
You can exit by
clicking on the X…
The first time you use this tool, access your settings through the Tools menu. Select the Settings menu option. This will launch
the following screen.
Fill in your information and click the OK button.
Note that you have to close the application and
restart it to continue.
or by choosing the Exit option
in the File menu.
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Adding CustomersAdding Customers
New customers can be added by filling
in their information here…
The Existing Customers section will be updated
with the new contact.
Once a contact is entered, go to Step 2 by clicking on this
tab. This will bring you to the following screen.and then clicking the
Save option in the File menu.
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Adding BooksAdding BooksClick on the first letter of the title of the
book… and then select the
book here…
and click the Add Title button.
Double-clicking the title will also automatically add
it to the list.
The books will get added here. The quantities can be adjusted by highlighting the book here…
and editing the
quantity.
Once the order is completed, go to Step 3 by clicking on this tab. This will bring you to the following
screen.
Enter the ISBN and quantity and click
the Add Title button. The book
will be added to the Selected Tiles
section. You can enter multiple books this way.
To close the Quick Entry Mode, click
Exit.
Titles can also be added using the Quick Entry Mode option found in the View
Menu. You can also sort the books and filter the titles by their binding styles
using options in the View menu. Using the Quick Entry Mode brings up the
following screen.
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Payment DetailsPayment DetailsThis screen is where you
enter the payment
information.You can edit the shipping method and
taxes if necessary.
Payments can also be added by clicking on the
Add Payment button. This launches the following screen.
Fill out the payment
information and click the OK button.
When you are done, you can print the receipt. You
can simply save the receipt by clicking on the Save option or save and add another receipt by clicking on the Save &
New Receipt option in the File Menu.
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Delete ReceiptsDelete Receipts
To delete a receipt already created
select the customer…
and select the Delete
Receipt option from
the Edit menu. You will be asked if
you are sure you want to delete.
Click Yes and the contact and receipt
will be deleted.
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Uploading to OrderProUploading to OrderProReceipts can be uploaded to OrderPro by clicking
on the Receipt Management option in
the Tools menu. This will load the following screen.You can upload all
the receipts as one order…
or select certain receipts
to upload by
clicking here…
and then selecting the receipts here.You can remove
the receipts after you upload them by clicking this
option…
and have the contacts added to the contact
manager. Once you have selected your options and
receipts, click the Upload button.
The upload status will appear here and the
following confirmation will appear.
Click the OK button.
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Update TitlesUpdate TitlesYou can update your inventory database using
the Inventory Management option in the Tools menu.
This will launch the following screen.
The Downloads tab is used to keep your titles
up-to-date.
Make sure this option is checked
and…
then click the OK button.
The upload status will appear here and the
following confirmation will appear. Click the OK
button.
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Inventory SetsInventory SetsYou can manage your inventory using the
Inventory Management option in the Tools menu.
This will launch the following screen.
The Inventory Sets tab can be used to create
inventory sets that can be uploaded to OrderPro.
Type the ISBN and…
click on the Add Title button.
Once you are done adding items, click
the Upload Inventory Set button. This will
load the following screen.
You can delete an item by selecting it
and clicking the Delete Row(s)
button.
You can also clear the
inventory set by clicking here.
Select an existing
inventory set…
or create a new set…
and click on the Transfer button.
Click the OK button.
The items will be added
here.
Status information is displayed here and the
following confirmation is displayed.
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Questions?Questions?