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Inepro pospro User Manual

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PosPRO
User Manual | PosPRO
Product Version: 7.4
Version of this manual: 7.5.6
© 2015 Inepro B.V. All rights reserved

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  • Page 1 PosPRO User Manual | PosPRO Product Version: 7.4 Version of this manual: 7.5.6 © 2015 Inepro B.V. All rights reserved...
  • Page 3 PosPRO The most versatile Cash register solution Thank you for choosing PosPRO as your cash register. We are convinced that you will be satisfied with the purchase of one of the best financial-management solutions of today. We are more than willing to help you to reach the best results possible with your PosPRO application en to use it safely.
  • Page 4 PosPRO All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the written permission of the publisher.

  • Page 5: Table Of Contents

    5 Pause ................................ 72 6 Log Off ................................ 73 7 Close ................................ 74 Usage IBOM - CashPRO 1 Start Inepro Back Office Manager ................................ 80 2 Reports ................................ 81 3 Device Log ................................ 82 4 User Log ................................ 82 Solving challenges...

  • Page 7: Introduction

    Introduction Part...
  • Page 8 § Execute actions on one of the terminals § Provide the log files (this is the content of the PosPRO log directory, by default 'C:\Inepro\Log\') § Provide the *.ini files (this is the content of the PosPRO INI directory, by default 'C:\Inepro\INI\') Software Requirements With the installation of PosPRO a number of software components are needed.

  • Page 9: Software Requirements

    The databases can be edited and look at the table information. They can also be seen which database instances are being used. PosPRO PosPRO is our digital till application itself, a software package that provides a till that seamlessly connects with the hardware like the printer, cash drawer and line display. Version 7.5.6...

  • Page 10: Overview

    OPOS Drivers The OPOS drivers are the hardware drivers that drive the printer, cash drawer and line display. A management tool is supplied that enables the user to manage the configuration of all the connected devices in 1 window Overview PosPRO...

  • Page 11: Setup

    Setup Part...
  • Page 12 Hardware installation Introduction Inepro uses the AerPOS model till. The AerPOS is a beautiful POS terminal with an ultra slim display, sleek chassis and small footprint design. The AerPOS looks elegant, yet it can endure the toughest retail and hospitality applications with its no venting design and aluminum chassis.

  • Page 13: Hardware Installation

    On the right side of the cash register the on / off button, hard disk activity LED and USB connector can be found. Use this button to turn off the machine when asked by the Inepro support team. Normally the cash registers will remain powered on to provide Inepro to service the machine out of operating hours.

  • Page 14: Specifications

    3x COM1, COM2 (DB9), COM4 (RJ-45) Audio Port Line Out USB Port 5x External (4x rear, 1 side) Cash Drawer Port 1x RJ-45 12 Volt Printer port 1x Bi-directional Parallel port VGA Port 1x VGA DC Output 1x 12 Volt DC 2.5 mm. Jack PosPRO...
  • Page 15 Hardware installation User Interface Touch Screen 15" TFT-LCD / 1024 x 768 Optional Keyboard PS2 (1x) or USB Optional Mouse PS2 (1x) or USB Audio Speakers 2x 2 Watt Environmental conditions EMI / Safety CE, FCC Class A Operating Temperature (Metric) 0-40 degrees Celsius Operating Temperature (Non-Metric) 32-104 degrees Fahrenheit...
  • Page 16 Setting Standaard Off On Off On Off On Inepro West Europe Off Off On Off On Off On Set the DIP switches to the West-European character set. 9. Mount the line display foot and pull the cable trough the cylinder.
  • Page 17 PIN, credit card, coins or banknotes. If the Inepro card or Inepro account are not wanted as a source of payment with the PosPRO cash till, but the ability to pay with PIN or credit card is, an EFT terminal is needed.
  • Page 18 3. Check the overview to if all setting are correct, if so click , the installation will now start. Complete the installation. The installation of the Windows Powershell software 4. Run the Powershell setup, click , agree to the license and click PosPRO...

  • Page 19: Software Installation

    Software installation 5. Finish the installation. 6. Check by clicking the Windows Start button and executing the 'Run' command 'Powershell' (as seen in the left screen) if the Powershell is working. If a window like the right screen is seen, Powershell is working correctly.
  • Page 20 Setup 9. Click , check the configuration and click to install the files. 10. Keep the default settings for the instance, click , enter an Windows Account with Administrator credentials and click PosPRO...
  • Page 21 Software installation Important! Click on , choose the option 'Mixed Mode' and insert a strong password, after that click 12. Click until the 'Complete' window has been reached, check the overview to see if all setting are correct, if so click 13.
  • Page 22 Setup The installation of the OPOS software 14. Run the OPOS Setup, press , press PosPRO...
  • Page 23 Software installation 15. Run the OPOS Upgrade. 16. Agree to the License Agreement and press until the final window, then click 17. The installation is now finished. Version 7.5.6...
  • Page 24 "YOURIBOSSERVER\SQLEXPRESS" the MS SQL server name is :'YOURIBOSSERVER' and your instance name is :'SQLEXPRESS'.) If a remote server is not available, and 'stand-alone' tills are used, the Inepro Back Office Suite (or at least the database) should be installed locally.
  • Page 25 The Inepro Back Office Manager installation The installation of the Inepro Back Office Manager is only needed if the terminal is a stand-alone till or if the provided PosPRO Manager is not preferred. First choose the language, in the language dialog:...
  • Page 26 Setup 1. Click on to continue with the installation of the PosPRO on the computer. 2. Read the licence and if the terms have been accepted, tick "I accept the licence agreement" and click on 3. Browse to the path (or typ it in) of the location where the software should be installed, and click again.
  • Page 27 Software installation The database server adres The server that will used to MS SQL Server SMTP Server (. = the locale machine) send email The database name The address that will appear in Catalogus Sender (standard IBOS) the 'from' field. User Name The database user name The email address where the...
  • Page 28 Check the overview to if all setting are correct, if so click on to start the installation. The software has been installed, click on to close the setup and start the Inepro Back Office Manager (if the option has been ticked) PosPRO...

  • Page 29: Configuration

    Configuration Part...
  • Page 30 · The ELO touch screen display should be calibrated · The OPOS devices should be connected to the OPOS drivers · The Inepro Back Office Suite module CashPRO must be setup and the products should be created · The till itself must be configured via the *.ini files ·...

  • Page 31: Elo Display

    Please calibrate the touch screen right now to ensure a good working user interface Mode tab The Buttons tab are used to: · Adjust all mouse emulation controls. · Change cursor properties These settings do not need to be changed for using the PosPRO software Version 7.5.6...
  • Page 32 Sound tab The Sound tab allows to: · To change sound properties for ELO touch tools. These settings do not need to be changed for using the PosPRO software Properties tab The Diagnostics tab harbors the: · View Controller Information.
  • Page 33 ELO Display About tab · The About tab displays Information about ELO Touchsystems Version 7.5.6...
  • Page 34 POS solutions. It provides a consistent interface to POS peripherals for use by application creators. The Epson OPOS SDK gives easy access to the POS devices and their settings. We will check the connection to the Line Display, printer and cash drawer. PosPRO...

  • Page 35: Opos

    OPOS Communication Settings Check via the context menu (right mouse button), 'Communication Setting' if the COM port is set correctly. The LDN (Device Name) should correspond with the table below. Apparaat LDN (Apparaat label naam) Printer RECEIPTPRINTER Line Display LINEDISPLAY Cash Drawer CASHDRAWER The cash drawer is connected to the printer, so the COM port should be the same is that of the...
  • Page 36 Cash Drawer and Line Display Health Check After this a message will come up, informing the user if the hardware test has succeeded or has failed: Security message Try to reconnect, go to the solving challenges section, when the issue is not resolved PosPRO...

  • Page 37: Configure Ibos - Cashpro

    Before the PosPRO till can be managed, it must be linked to the Inepro Back Office Manager. To create a PosPRO open CashPRO devices and add a new device. Then go to the terminal tab and add a new terminal, this terminal is the PosPRO till.
  • Page 38 The date trough which these rights will be valid Changed The date this record was last edited The right should be set to set according to the rights this person should have in the Inepro Back Office manager, see table below: Name of default right...
  • Page 39 Configure IBOS - CashPRO Creating a product The final thing the PosPRO till needs is products. Products can also be created in the Inepro Back Office Manager. Go to 'Products' and add a new product. The values of the product are explained in the table below:...
  • Page 40 = '100', the price will be be per 100 gram of that product. To create a linked product, have the main product have the link type 'Linked' and the linked product have the link type 'Normal'. Linked products and products with a content property may be combined. PosPRO...
  • Page 41 Finally we will gather a number of products in a PosPRO product template. In the PosPRO product template we will be able to select the products that should be sold and link them to the PosPRO reports and the presentation layers (a layer with a selection of product buttons). One PosPRO template can be used for multiple PosPRO tills.
  • Page 42 For example create a breakfast and a lunch layer that will only be shown at the appropriate times. These layers will need a number higher then 24. i) A special period layer should be created for a maximum of 4 periods. PosPRO...
  • Page 43 Configure IBOS - CashPRO 3) Assign the PosPRO Product groups in the Products tab, remember these are product groups, which are used for the reports created on the till. 4) Assign the Presentation Layers, remember, one product can be on more then one presentation layer, so then the same product must be added again.

  • Page 44: Receipt Layout

    Thanks for your visit And have a nice day OPER:0001 Ticket:0040 2010-03-15 14:10:01 OPER:0001 Ticket:0039 2010-03-15 14:10:01 Layouts 0 en 1 have also the possibility to show VAT. This can be set in the PosPRO.ini under the Printer header. PosPRO...
  • Page 45 Configure IBOS - CashPRO Receipt Type 2 Receipt Type 3 ** INEPRO POSPRO ** ** INEPRO POSPRO ** ------- ----------------------- --------------------- ------- ----------------------- --------------------- DATE TIME DATE TIME 15-03-2010 14:10:01 15-03-2010 14:10:01 ------- ----------------------- --------------------- ------- ----------------------- --------------------- Hamburger Hamburger...
  • Page 46 · Footer text (In the example "Thank you for visiting,"<EOL><CR> "And have a nice day") · Ticket properties The logo can be customized on the receipt choose the layout and adapt the header and footer text. All the changes are made in the PosPRO directory (by default C:\Program Files\Inepro\PosPRO). PosPRO...
  • Page 47 To change the logo go to C:\Inepro\Pictures and create or change the PosPROlogo.bmp file. The file should be monochrome and should be less then 4 Kilobyte in size. If these restrictions are not adhered the image will not be printed.
  • Page 48 The PosPRO application will store everything in a local database (named PosPRO by default). When the Inepro Back Office Suite with the CashPRO module is used the transactions must be send to the Inepro Back Office Suite database (by default IBOS) and settings, new products, price adjustments etcetera need to be send from the IBOS database to the PosPRO database.

  • Page 49: Pospro.ini

    Configuration via the *.ini file In the ini directory in your PosPRO directory (by default:'C:\Program Files\Inepro\PosPRO\Ini') the 'PosPRO.ini' file should be found: this file can be edited to change the advanced settings in the PosPRO application. Always create a backup before changes are made in the *.ini files, so the changes made can always revert back to the original *.ini files.
  • Page 50 Use stock control=0 Activate the stock management module (Yes=1, No=0) Default Cashier=0 The employee ID that is used by default when PosPRO starts. Use Nett Weight=0 Registration of gross or nett mass (respectively the mass with or without packaging). If set to active the nett mass is calculated by deducting the tare massa from the gross mass.
  • Page 51 PosPRO.ini [general] (continued) Obligation of Customer Data=1 NOT USED IN POSPRO APPLICATION Card payment only for sunbed=0 NOT USED IN POSPRO APPLICATION Use Card-Credits=0 NOT USED IN POSPRO APPLICATION Card-Credits value=1 NOT USED IN POSPRO APPLICATION Sunbed discount on seperate row=0...
  • Page 52 Use the Product Changes report in the end-of-day report Print report08=0 Use the Hour report in the end-of-day report Print report09=0 Use the Cost Centre report in the end-of-day report Print report10=0 Use the Cost Centre Detail report in the end-of-day report PosPRO...
  • Page 53 Changer display tubes=1 Display the tube content of the CoinCo (0=No, 1=Yes) (NOT USED IN POSPRO APPLICATION) Changer use automatic dispense function=1 The denomination division method for dispensing change. (0=PosPRO method 1=CoinCo method) (NOT USED IN POSPRO APPLICATION) Version 7.5.6...
  • Page 54 Configuration [vending] Comport vending=0 NOT USED IN POSPRO APPLICATION Baudrate=9600 NOT USED IN POSPRO APPLICATION DataBits=8 NOT USED IN POSPRO APPLICATION StopBits=1 NOT USED IN POSPRO APPLICATION Parity=0 NOT USED IN POSPRO APPLICATION FlowControl=0 NOT USED IN POSPRO APPLICATION NumberOfItems=1...

  • Page 55: User Interface

    User Interface Part...
  • Page 56 All the options will be described in this section Log In If PosPRO is started, you will be asked to log in. Enter your username and password. (To add or edit a username and password use the Inepro Back Office Manager. In the Authorisation menu you are able to grant an employee the rights for the Inepro Back Office manager and give him a username and Password for the PosPRO tills.

  • Page 57: Log In

    Log In After logging in you will enter the main menu. The most important option of the PosPRO till is of course 'Start' (Sales), this will lead you to the Sales screen and will allow you to sell your products...
  • Page 58 User Interface Sales The sales window is one of the most important windows in the PosPRO application. In this windows the products are being sold. Let's take you trough the different buttons that can appear on the screen. PosPRO...

  • Page 59: Sales

    Title bar On top of the Sales screen you find the title bar with 'PosPRO' and the clock with date and time. Version When you click the title bar the PosPRO version text will appear, showing you which version of PosPRO you are using.
  • Page 60 Where people are working; errors will be made, this is unavoidable. Input mistakes But mistakes can not be overlooked, so the PosPRO till will block it's functions when an input error has been detected. The following message will be shown: You need to click on 'OK' to return to the till and then retry the action you needed to perform.
  • Page 61 (the payment type buttons, will reappear on the screen). Admin Functions When the 'Admin' button is pressed the window with the Admin functions opens. You need to have elevated PosPRO rights (Manager) for this function. Open Drawer Open Drawer will open the cash drawer.
  • Page 62 In some cases it is needed to either add cash to the till or to make an external payment with money from the till. For instance paying for a package that is being delivered or the service of a window-cleaner. These payment can be registered with the 'Pay Out' and 'Pay In' buttons. PosPRO...
  • Page 63 10000 should be added, the open price check should be ticked. This product should be added to the PosPRO product template of the till, but doesn't have to be part of a PosPRO Product Group or a Presentation Layer. To learn more about creating a product please refer to page Eat out / Overwrite all VAT Eat out will charge the second VAT in stead of the VAT value of the product.

  • Page 64: End Of Day

    Where n is either '1' or '0' meaning enabled or disabled. You can decide of which reports will be shown in the End of Day report, in the PosPRO.ini file. Read more about configuring the *.ini files in this chapter: PosPRO.ini...

  • Page 65: Pospro Manager

    PosPRO Manager PosPRO Manager The manager is has a number of modules; Reports, EFT Terminal, Cash Count, Configuration, Maintenance and Initial Load Version 7.5.6...

  • Page 66: Reports

    User Interface Reports The PosPRO till has the ability to print a number of reports, for each report you select a start and end date and click 'Print' to print out the report. The reports are described below with an example receipt as reference.
  • Page 67 PosPRO Manager Terminal Report ** INEPRO POSPRO ** TERMINAL REPORT FROM DATE 31-03-2010 TO DATE 31-03-2010 Computer MyComputerName 127.0.0.1 Store MyCompany Inepro PosPRO v4.18.0.0 Database v4.18.0 CUSTOMERS AMOUNT 75,50 NUMBER OF ITEMS NUMBER OF DISCOUNTS The terminal report is a compound report that...
  • Page 68 User Interface Tender Report ** INEPRO POSPRO ** The Tender report will tell you how many TENDER REPORT products are sold, at which total amount per FROM DATE 31-03-2010 Tender Type (Cash, Bank, Card, Cost Centre, TO DATE 31-03-2010 etcetera).
  • Page 69 PosPRO Manager Overview Mutations ** INEPRO POSPRO ** OVERVIEW MUTATIONS Overview Mutations is not so much a report as it FROM DATE 31-03-2010 is a log of which products have undergone TO DATE 31-03-2010 changes in the specified period. -------------------------------------------------...
  • Page 70 6,19 OPER:0001 2010-03-31 12:22:59 Revalue Report Revaluations It is possible to use the PosPRO till to revalue Inepro User Cards. This report will show you an overview of all card revaluations, and the optional revalue bonuses. ** INEPRO POSPRO **...
  • Page 71 PosPRO Manager Cost Centre Report ** INEPRO POSPRO ** COST CENTER REPORT The total number of products and the total FROM DATE 31-03-2010 amount is shown per cost centre. TO DATE 31-03-2010 COST CENTRE AMOUNT ------------------------------------------------- test 29,49 ======= TOTAL...
  • Page 72 User Interface Cost Center Details Report ** INEPRO POSPRO ** COST CENTER REPORT FROM DATE 31-03-2010 TO DATE 31-03-2010 COST CENTRE AMOUNT ------------------------------------------------- [4] test The Cost Center detail report shows the total - 2010-03-31 13:23:49 4,95 amount for each cost centre transaction,...

  • Page 73: Eft Terminal

    PosPRO Manager EFT Terminal Sign On Sign the EFT terminal on at the service provider. Sign Off Sign the EFT terminal off from the service provider. Terminal Menu Go into the EFT terminal menu. Continue at the EFT terminal Version 7.5.6...

  • Page 74: Cash Count

    You are able to accept the differences (to a certain level or even zero-tolerance, specified in the PosPRO.ini) by clicking the booking button. <Back> will leave the module without performing the Cash Count procedure.

  • Page 75: Configuration

    PosPRO Manager Configuration Keyboard Configuration Version 7.5.6...
  • Page 76 User Interface Tenders Configuration System Settings PosPRO...

  • Page 77: Maintenance

    PosPRO Manager Maintenance Station Version 7.5.6...

  • Page 78: Initial Load

    In this way they employee can still held responsable for the cash in his cash drawer. To give another employee the possibility to log in, the 'Log off ' option must be chosen PosPRO...

  • Page 79: Log Off

    Log Off Log Off Log off will be used when the employee or another employee must be able to log in again Version 7.5.6...

  • Page 80: Close

    User Interface Close To exit the application, choose PosPRO...

  • Page 81: Usage

    Usage Part...
  • Page 82 (when the error is detected). The payment type is then in fact reloaded, this function must be enabled in the PosPRO. You might need a higher security login to execute this function, it is also possible that this function was not enabled on the PosPRO.
  • Page 83 Free amount / Open Price Before a free amount can be used, this should be registered at the product (for instance by using the Inepro Back Office manager). For a detailed instruction on how this should be done, we refer you to the Inepro Back Office Manager manual.

  • Page 85: Ibom - Cashpro

    IBOM - CashPRO Part...

  • Page 86: Start Inepro Back Office Manager

    Start Inepro Back Office Manager If the Inepro Back Office Manager is installed it can be opened in the Window start menu ('Start' -> 'Inepro Back Office Manager'). A message with a Login and Password field will appear. Choose or type the correct username by clicking the combobox list arrow, and enter the password with the help of the on-screen keyboard.

  • Page 87: Reports

    Reports The Inepro Back Office Manager offers you a great number of reports. These reports can be found in the 'Report' menu. It is wise to always fill out the date fields and to specify the device or device group.

  • Page 88: Device Log

    Device Log In the device log you are able to look at all the transactions. Pick the PosPRO till in the Device field and set a period. The list will be created when you click on the 'Run' button. Is the user unknown, it will usually concerns a cash payment.

  • Page 89: Solving Challenges

    Solving challenges Part...
  • Page 90 (previous) logo on the first part of the receipt (to save time). The first time after the logo is changed, and PosPRO is restarted, the logo is not printed on the receipt. Scope: Each device with a new logo configured Resolution: Reprint the receipt, the logo should be on there now.

  • Page 91: Notes

    Notes VIII Part...
  • Page 92 Notes Notes This area is meant for the reader's notes: PosPRO...
  • Page 93 Version 7.5.6...
  • Page 94 Notes PosPRO...

  • Page 95: End User Licence Agreement I

    7. Update Checks. You acknowledge and agree to allow Inepro Back Office Suite version and license status details to be sent to Inepro BV when you request to "Check for updates". This allows the Inepro Back Office Suite software to determine whether software updates are available in real-time.

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