eRun® Retail cPOS System - Basic

                                                        eRun Retail cPOS System  CPOS Retail cPOS System Table of Content 1.1 Start 1.1.1 Log In 1.1.2 Attendance 1.1.3 Log Out 1.3 Selling 1.3.1 Orders Overview 1.3.2 Direct Sell 1.3.3 Select Price 1.3.4 Floating Price 1.3.5 Change Price 1.3.6 Amend Item Price 1.3.7 Discounts 1.3.8 Combo 1.3.9 Deposit 1.3.10 Pickup 1.3.11 Delivery 1.3.12 ReturnR etail POS System (cPOS) Turn on eRun cPOS System Whether you are using desktop computer, iPad or tablet, to start with eRun Retail System, look for the left hand sided icon on screen and click to start the system. Once eRun Retail System is started, the login interface Below will show on the screen automatically. Login Type in your user ID and password as provided and press to confirm. An error message will pop up if incorrect user ID or password is entered. Input user ID and password Click here to clear wrong input Click to clear incorrect input. User should be able to see the Sales Screen after log in. Copyright © 2022 eRun Systems Limited 1.1.1-1R etail POS System (cPOS) Attendance  Attendance System can record Time In/Out of staff members.  Staff members can use password or smart card to record Time In/Out. Log in Using Password Click “Attendance” button at the Log in screen. Attendance screen will be shown. Follow the below procedures to Clock In : 1. Click ‘Clock In’ button; 2. Input user number and password; 3. Click ‘Tick’ to confirm clock in. ① ② ③ Copyright © 2022 eRun Systems Limited 1.1.2-1R etail POS System (cPOS) The following message will be shown asking if you are going to clock in. To confirm, press ‘Yes’. After clicking ‘Yes’, another message will be shown to record the clock in time. Press ‘OK’ to return to the log in screen. To Clock Out, follow the above procedures except press ‘Clock Out’ button instead. Log In Using Smart Card Click ‘Smart Card’ button at the Log in screen. Copyright © 2022 eRun Systems Limited 1.1.2-2R etail POS System (cPOS) Attendance screen will be shown. Follow the below procedures to Clock In : 1. Clock ‘Clock In’ button and tap to scan smart card; 2. Message will be shown asking if you are going to clock in. To confirm, press ‘Yes’; 3. After clicking ‘Yes’ another message will be shown to record the clock in time. Press ‘OK’ to return to the log in screen. ① ② ③ To Clock Out, follow the above procedures except press ‘Clock Out’ button instead. Copyright © 2022 eRun Systems Limited 1.1.2-3R etail POS System (cPOS) Log Out After the completion of Day End procedure, click the ‘Leave’ icon at the lower bottom of the tool bar on the left to exit to the log in screen. Copyright © 2022 eRun Systems Limited 1.1.3-1R etail POS System (cPOS) Orders Overview The Order Screen is shown as below. It is divided into 4 main areas which will be introduced respectively in the following sections. A C B D Copyright © 2022 eRun Systems Limited 1.3.1-1R etail POS System (cPOS) Four Sub Screens Sub Screen A – Item Buttons Sub Screen A is the area you frequently use at POS. The right hand column is main categories. It can be scrolled up and down to select. Or you may click the up and down buttons to move the main category menu bar. Once a main category is selected, the bar on top of the item buttons will show the corresponding sub categories. Sub Categories B Menu Buttons Main Categories There are some buttons on top of the sub categories. They are useful tools to enhance efficiency of placing orders. Click this button to toggle between item buttons and product/member/bonus search. A product list will be shown in the menu button area when you click “Product” on the right side tool bar. Copyright © 2022 eRun Systems Limited 1.3.1-2R etail POS System (cPOS) A member list will be shown if you click “Member” on the right hand side tool bar. To toggle back to item buttons, just click again. Click this button, you can collapse the keypad under item buttons. The system will automatically respond to expand the item buttons for easier touch input. To show the keypad again, just click again. Copyright © 2022 eRun Systems Limited 1.3.1-3R etail POS System (cPOS) Click this button to show detailed activities of this order. You can also check product details with this button. 1. Click the button; 2. Select the product you wish to see details; 3. Product details will be shown at the Sales Window; 4. Click at the top right corner of product details, you can toggle between order activities and product details. ④ ① ② ③ Product Details Copyright © 2022 eRun Systems Limited 1.3.1-4R etail POS System (cPOS) Sub Screen B – Keypad Sub Screen B is the keypad and some order placing related buttons. “Modifier”button is for communication with kitchen in our F&B version or for catering service of some mixed mode business. We will not explain its function here. Click “Pay”, the system will show the payment page as below and you can proceed bill settlement immediately. Copyright © 2022 eRun Systems Limited 1.3.1-5R etail POS System (cPOS) Sub Screen C – Sales Window and Sub Screen D – Settlement Information Member Info Bill No. Items Selected Settlement Info Click the bill number, you can get the current bill image of this transaction. Copyright © 2022 eRun Systems Limited 1.3.1-6R etail POS System (cPOS) Click this button next to number of item, a vertical too bar will be shown. We will explain their respective functions later on. Same if you click the button just above the settlement information. Tools related to settlement will be shown. We will explain their functions later on. Copyright © 2022 eRun Systems Limited 1.3.1-7R etail POS System (cPOS) Direct Sell  Using a barcode scanner  Using POS item buttons Using Barcode Scanner 1. Go to the order screen, use the scanner that is connected to the system to scan the barcode on the item to be sold; 2. After scanning all the items selected, complete transaction directly by clicking if client settles payment by cash; 3. If client settles payment by other payment methods, click to select payment method. Click ‘Confirm’ to complete transaction. Using POS Item Buttons Please follow the below procedures to place order : 1. Select main category from the right side category menu bar; 2. Select sub category from the menu bar on top of item buttons; 3. Select item; 4. Item selected will be shown in the Sales Window; 5. After selecting all items needed, click to complete transaction by settling payment with cash; Copyright © 2022 eRun Systems Limited 1.3.2-1R etail POS System (cPOS) 6. If settle payment with other payment methods, click to go to payment screen to complete transaction. ② ① ③ ④ ⑤ ⑥ Number of item is defaulted as 1. If you want to change the quantity, follow the below procedures : E.g. : 2 packs of Facial Washing Powder 1. Click on the item “Facial Washing Powder”. It will be highlighted in ② Blue. 2. Click number “2” on keypad; 3. Click “Qty” button. ① The system will change the quantity of Facial Washing Powder to be 2. Copyright © 2022 eRun Systems Limited 1.3.2-2R etail POS System (cPOS) To enhance efficiency, the system allows to change quantity of multiple items in one go : 1. Click the function button on top of the Sales Window. The system will display the function keys tool bar; 2. Select the items you wish to change quantity. All selected items will be highlighted in blue; 3. Input the new item number, say “2”; 4. Click “Qty” button to complete. ① ② ④ ③ The system will change the quantity of selected items to “2”. Copyright © 2022 eRun Systems Limited 1.3.2-3R etail POS System (cPOS) You may also use function keys on the function tool bar to change the quantity. 1. Click the button on top of the Sales Window to display the function keys; 2. Click the items you want to change quantity. They will be highlighted in blue; 3. Click or to add or deduct item quantity; Note : when item quantity is “1”, you cannot further deduct quantity by clicking ; If you need to cancel selecting the item, click the button on the function tool bar. The system will then deselect the chose item. Copyright © 2022 eRun Systems Limited 1.3.2-4R etail POS System (cPOS) Select Price The default price of an item is the standard price you set up for the product. You may select other prices to fit different promotion plans. The procedures are : 1. Click to enter the next page of keypad buttons: 2. Click “S.Price” button; 3. When choices of prices are shown, select the price you need say “Member Price”; ③ 4. Then select the product item; 5. The system will display the member price of the item selected. If you want to change back to standard price, Click “S.Price” again and click “Price”. Re-select the product item and it will now display with standard price. ② ① ⑤ ④ Copyright © 2022 eRun Systems Limited 1.3.3-1R etail POS System (cPOS) Floating Price When the system does not mark any price for an item, it means the product will be sold by floating price. Follow the procedures below to set floating price : 1. Select product item that will be sold by floating price. The system will display a pop up window; 2. Use the keypad on the right of the pop up window to key in the price of the item. If you need to amend your input, click and re-input new price; 3. Use the keyboard below to update item name say adding in unit sold. Use backspace button to amend typo; 4. When you confirm both the price and name are correct, click and the pop up window will be closed. ① ② ③ The sales window will display the selected item with floating price. Copyright © 2022 eRun Systems Limited 1.3.4-1R etail POS System (cPOS) Change Price If you need to change price during selling, follow the below procedures : 1. Click the item that you wish to change price. It will be highlighted in blue; 2. Use the number pad to key in the new price; 3. Click “Price” on the number pad to complete changing price. ① ② ③ In the Sales Window, price of the highlighted item is shown to have changed. Copyright © 2022 eRun Systems Limited 1.3.5-1R etail POS System (cPOS) Amend Item Price If you wish to change the total price of a product item with quantity greater 1, follow the below procedures : 1. Click the product item you want to amend its total price. It will be highlighted in blue; 2. Use the number pad to key in the new total price; 3. Click “Item Net” on the number pad to complete amending the price. ① ② ③ The updated price will be shown in the sales window. Copyright © 2022 eRun Systems Limited 1.3.6-1R etail POS System (cPOS) Discounts  Using number pad to input discount rate  Using discount shortcut buttons Using number pad to input discount rate The procedures to offer discount to customers are : Bill Discount Use number pad to input discount rate, say key in “10” for 10% discount; 1. Click “Bill Disc” button on number pad; 2. The system will show the discount enjoyed by this transaction at the settlement area. ① ② ③ Cancel Bill Discount Input “0” and then click “Bill Disc” button on number pad again. The system will cancel the bill discount offered. If you wish to change the discount rate, just input the right rate and then click “Bill Disc” button the system will amend the discount rate accordingly. ① ② ③ Copyright © 2022 eRun Systems Limited 1.3.7-1R etail POS System (cPOS) Item Discount 1. Click the item you wish to offer discount. The system will highlight it in blue; 2. Click this button on the upper right corner of the sales window. It will display some function keys; 3. Using number pad to input the discount rate； 4. And then click this button on the function tool bar. The system will then make the discount offer effective. ② ① ④ ③ E.g. : the original price of the following item was $110. Now, it enjoyed 10% discount. The price became $99. Copyright © 2022 eRun Systems Limited 1.3.7-2R etail POS System (cPOS) Using Discount Shortcut Buttons The procedures to offer discount to customers are : Bill Discount 1. Click “Bill Disc” button on the number pad; 2. The system will show shortcut discount buttons above the number pad. Click “10%” if you wish to offer 10% discount; 3. The system will show the discount enjoyed by this transaction at the settlement area. ② ① ③ Cancel Bill Discount Click “Bill Disc” button on number pad and then click the “Full Price” button. The system will cancel the bill discount offered. If you wish to change the discount rate, just click the corresponding discount shortcut button to get the discount rate you would like to offer to this transaction. Copyright © 2022 eRun Systems Limited 1.3.7-3R etail POS System (cPOS) Item Discount 1. Click the item you wish to offer discount. The system will highlight it in blue; 2. Click this button on the upper right corner of the sales window. It will display some function keys; 3. Click this button on the function tool bar. The system will show discount shortcut buttons on the right. 4. Select and click the desired discount rate to offer the discount. ② ④ ① ③ E.g. : Original price of Facial Foam is $110. Now, it is 10% discounted to $99. Copyright © 2022 eRun Systems Limited 1.3.7-4R etail POS System (cPOS) Combo The system supports you to aggregate products and sell as a single combo. When you sell a combo, the system will update inventory of each product item bundled in the combo. Selling Combo Selling combo is same as selling a single item. The following 3 ways can do: 1. Scan the barcode of the combo; 2. Use keyboard to input the barcode of the combo; 3. Click combo button on product menu. Click combo button to sell combo : 1. Click the combo product, the system will show the sales window of the combo. You may start to select items of the combo; 2. Using buttons, adjust item quantity of the combo. Take note that total quantity of item should not exceed combo preset quantity; 3. Your selection of item will be shown at the lower right corner of the sales window; 4. Using buttons to adjust the combo quantity customer will buy; 5. Click “Add Combo” button; 6. The system will show at the sales window the combo product and its details you have chosen; 7. Click to confirm. ② ① ③ ④ ⑤ Copyright © 2022 eRun Systems Limited 1.3.8-1R etail POS System (cPOS) ⑥ ⑦ Change Combo Items If you wish to change items within combo product, follow the below procedures : 1. Click the combo you wish to change item. It will be highlighted in blue； 2. Click “Combo” button on the number pad; ① ② Copyright © 2022 eRun Systems Limited 1.3.8-2R etail POS System (cPOS) 3. The system will display the combo sales window. You can now select to change the items within this combo; 4. Using buttons, adjust item quantity of the combo. Take note that total quantity of item should not exceed combo preset quantity； 5. Your selection of item will be shown at the lower right corner of the sales window; 6. Using buttons to adjust the combo quantity customer will buy; 7. You may click “Reset” to undo the last action. When finish changing item details of the combo, click “Apply” to confirm; 8. The system will display the amended combo details at the sales window; 9. Click button to complete this transaction. If you need to change the number of combo, you may also click the function button above the sales window to display the functions keys. By clicking “+” or “-“ buttons to add or minus combo quantity. ③ ④ ⑤ ⑥ ⑦ Copyright © 2022 eRun Systems Limited 1.3.8-3R etail POS System (cPOS) Deposit The system allows deposit payment. 1. Follow normal procedures to place order and settle. Use number pad to input the deposit amount; 2. Select payment method, say Cash; 3. Click “Add New Payment” button to record the deposit amount; 4. Click “Deposit” button and the system will show a calendar; ② ① ③ ④ 5. Select the pick up date, say February 12. The calendar will close automatically after you select the date; 6. The system will print a deposit bill; 7. Click the return button at the lower left corner to go back to the sales window. ⑤ Copyright © 2022 eRun Systems Limited 1.3.9-1R etail POS System (cPOS) Retrieve Deposit Bill 1. Click “Bills” button from the left menu bar; 2. Click “Deposit” button on the right tool bar; 3. The system will display all deposit bills; 4. Select the deposit bill you wish to pick and click the “Modify Bill” button below the display window; ③ ① ② ④ 5. The system then display a message asking if you confirm to modify the bill. Click “Yes” to confirm; 6. The system will return to order screen and you can continue to place order; 7. After modifying the deposit bill, click to confirm; 8. A message will be shown to ask you to confirm further action. Click “Deposit” to confirm. Copyright © 2022 eRun Systems Limited 1.3.9-2R etail POS System (cPOS) Pickup When customer comes back to pick up, retrieve the deposit bill to complete. Follow procedures below to settle any outstanding amount : 1. Click to activate your action; 2. The system will display a message asking you to decide return action. If you wish to complete the bill, click “Complete”; 3. Outstanding amount is shown at number pad area; 4. Select payment method, say : Visa 5. Click “Add New Payment” button to record the amount paid; 6. After customer paid, click to confirm. ④ ③ ⑤ ⑥ Copyright © 2022 eRun Systems Limited 1.3.10-1R etail POS System (cPOS) Delivery The system supports delivery service. You may choose partial or full delivery. 1. Follow normal procedures to place order, then click button; 2. The system will display the delivery page. Select the items for delivery. Or you may click “Select All” button to select all items; 3. Input details of delivery service; ② ③ ① ④ 4. After finishing input, click at the lower right corner to confirm. The system will pop up a message telling you that item quantity cannot be changed once delivery order is created. 5. Click “Yes” to confirm; otherwise “No”; ⑤ 6. Click at the lower left corner to show the sales bill and the corresponding delivery order; Copyright © 2022 eRun Systems Limited 1.3.11-1R etail POS System (cPOS) ⑦ ⑥ 7. Click at the lower right corner. The system will display a message asking if you wish to complete the bill. Click”Yes” to complete. Or Click “No” if you still want to amend delivery details. Then click to return to delivery page to amend delivery details; 8. Click at the lower left corner to return to order page after amending delivery details; 9. At the sales window, those items that will be delivered will have this icon appeared before quantity showing that they have to be delivered; 10. Follow normal procedures to settle the bill. Copyright © 2022 eRun Systems Limited 1.3.11-2R etail POS System (cPOS) Return The system supports return of goods. There are 3 ways to handle return. Input Bill Number of Original Sales Invoice 1. Go to order screen, click to toggle to “Returned Sales” window; 2. A message box will be shown asking you to input number of original sales invoice. After input, click “Yes”; ① ② ③ 3. Now the sales window displays the original sales invoice. Click this button on the upper right corner of the sales window to display all function keys; 4. Select and click items that do not need to be returned. Those that are clicked will be highlighted in blue; 5. Click “Cancel” button. The return sales window now only shows items that are ready for return; 6. Click “Pay” button to go to settlement page; Copyright © 2022 eRun Systems Limited 1.3.12-1R etail POS System (cPOS) ③ ④ ⑤ ⑥ 7. The system will automatically adjust the total amount of the return sales invoice. When you confirm to pay, select payment method say VISA; 8. Click “Add New Payment” to record the payment method; 9. Click to confirm and complete the return sales. ⑦ ⑧ ⑨ Copyright © 2022 eRun Systems Limited 1.3.12-2R etail POS System (cPOS) Open a New Return Sales Invoice 1. Go to order screen, click to toggle to “Returned Sales” window; 2. A message box will be shown asking you to input number of original sales invoice. No need to input but click “No”; ① ② 3. Select and click item that is going to be returned from the product menu on the right. It will be shown at the sales window; 4. Click “Pay” to go to settlement page. Select payment method and complete return sales transaction. ③ ④ Copyright © 2022 eRun Systems Limited 1.3.12-3R etail POS System (cPOS) Using Return Sales Button 1. Click on the left hand side tool bar. The system default is to display all completed bills; 2. Select and click the corresponding invoice for returned sales. Click “Return Sales” button at the lower part of the bill list; 3. The system will pop up message to ask if you are going to perform return sales. Click “Yes”; ① ④ ② ③ 4. The system now shows return sales screen. Follow procedures 3 to 9 of “Input Bill Number of Original Sales Invoice” to complete the return sales transaction. Copyright © 2022 eRun Systems Limited 1.3.12-4