From inside any page press (or right-click the screen) to open the top app bar and switch between the main pages of the app.
Tap or click Settings on the top app bar to set Options and access Help information.
Start by adding some products from the stock page.
Refer to the figure above for the numbers in parentheses.
On the right side of the screen there is a keypad (1), a display (2) and a receipt preview box (3).
Press the button in the upper-left corner of the keypad to switch between a dismissable pop-up keypad and a fixed keypad.
You can scroll the receipt preview box by sliding your finger (or with the mouse wheel).
Drag a line with your finger (or mouse) off the right side of the screen to remove it from the current receipt.
To clear the current sale pinch with two or more fingers the receipt preview box. If you're using mouse and keyboard move the mouse pointer over the receipt preview box and click on the CLEAR button that shows up. In both cases an animation will give you a visual feedback that the operation is taking place.
C: delete the last inserted value. Press it repeatedly to delete previously inserted values up to the reset state.
SHIFT (arrow): press the shift button to access more functions and other payment buttons.
NS: Registers a no sale transaction. Basically it opens the drawer and saves the transaction in the journal (in the current release this button opens the drawer but does not register the event in the journal).
RA: Received on account. Registers that some money that is not part of a sale has been received. For example the initial cash deposit.
PO: Paid out. Registers that some money that is not part of a sale was spent. For example to pay suppliers.
BARCODE: Insert a barcode item.
SUSPEND: suspend the current sale.
REFUND: Enter refund mode. You can also refund a speed button with more than 1 transaction.
PRINT: print the current sale without finalizing it.
CUSTOMER: Link a customer to the current sale.
You can also use a hardware keyboard to interact with the app, both on Windows 10 and Windows 10 Mobile.
Refer to the following table for the supported keys and their usage in the app.
Key | Usage |
---|---|
0-9 | Press the number buttons (0-9) |
% | Press the % button |
* | Press the X button |
+ | Press the + button |
- | Press the - button |
= | Press the SUB button |
Backspace | Press the C button |
Esc | Press the CLEAR button |
Del | Void the last transaction |
F1-F6 | Press the Payments button |
Ctrl-F1 | Press the NS button |
Ctrl-F2 | Press the RA button |
Ctrl-F3 | Press the PO button |
Ctrl-F4 | Press the BARCODE button |
Ctrl-F5 | Press the SUSPEND button |
Ctrl-F6 | Press the REFUND button |
Ctrl-F7 | Press the PRINT button |
Ctrl-F8 | Press the CUSTOMER button |
qwert | Press the 1st row speed buttons |
asdfg | Press the 2nd row speed buttons |
zxcvb | Press the 3rd row speed buttons |
yuiop | Press the 4th row speed buttons |
hjkl; | Press the 5th row speed buttons |
Refer to the figure above for the numbers in parentheses.
On the left side of the screen there is a grid of buttons (4); we will call these buttons Speed Buttons. The buttons (5) on top of the speed buttons show the page number and the page title of 5 consecutive pages of speed buttons. We will call these buttons Page Buttons.
The green page button indicates the current page. To turn pages slide your finger right or left (or rotate the mouse wheel) or press a page button to go straight to that page. The maximum number of pages is set to 40.
The page title can be useful to categorize pages (e.g. groceries, bar, breakfast, lunch or anything meaningful to your scenario). Perform the following steps to change a page's title:
1. Tap and hold (or right-click) a page button
2. Enter the new title for the page through the touch (or physical) keyboard
3. Tap the screen (or press Enter on the physical keyboard)
The title is limited to 22 characters. On an average screen (7" to 19") only about 10 characters will fit.
Tap and hold (or right-click) a speed button to select it and bring up the context menu (tap the screen again to deselect it).
The Remove Button and Remove Page buttons on the context menu just do what they say.
Press Edit Button to modify the selected speed button through the page that shows up:
Enter a text for the speed button (mandatory).
Press to add the transactions that will be added when you'll press this speed button.
Tap Save to save the speed button or Cancel to discard everything.
Press a speed button to add the transactions you've chosen for that speed button to the current sale.
Example: A COFFEE speed button created with 1 coffee transaction and an AUTO price will insert a coffee for the price taken from the inventory. Let's say 3.00 USD.
Enter a number and press a speed button to add items at a given price.
Example: Type 200 on the keypad and press the COFFEE speed button to sell 1 coffee for 2.00 USD.
200 -> COFFEE
Enter a number, press the X button and then a speed button to sell more units of the same item.
Example: Type 2 on the keypad, press the X button and then the COFFEE speed button to sell 2 coffees for 3.00 USD.
2 -> X -> COFFEE
You can combine the previous steps to sell more items at a given price. You can read the display to remember where you are.
Example: Type 2 on the keypad and press the X button, the display updates accordingly. Type 200 on the keypad and then press the COFFEE speed button to sell 2 coffees for 2.00 USD (each).
2 -> X -> 200 -> COFFEE
When you perform a multiply sequence on the keypad (i.e. enter a number and press the X button) followed by a speed button, every transaction added by the speed button is multiplied (with the exception of percentage discounts and surcharges).
Similarly, if you type a price value on the keypad and then press a speed button, the price you entered is set for every sale transaction added by the speed button (but not for discount or surcharge transactions).
Type a barcode number on the keypad and press the BARCODE button to sell the product with that barcode number (if exists) at the inventory price. This is exactly the same as scanning a barcode with a barcode scanner.
Example: Type 40111315 on the keypad and press the BARCODE button to sell a Twix (if you have it on stock).
40111315 -> BARCODE
You can also perform the following sequences to enter more units of a product with its barcode number:
3 -> X -> 40111315 -> BARCODE
3 -> X -> Scan code with a Barcode Scanner
Enter a number and press the - button (+ button) to apply a discount (surcharge) to the last item of the current sale. The discount must be less or equal to the last item amount.
Example: Type 100 on the keypad and press the - (+) button to add a 1.00 USD discount (surcharge).
100 -> -
100 -> +
Enter a number (between 1 and 99) and press the % button to apply a percentage discount to the last item of the current sale.
Example: Type 10 on the keypad and press the % button to add a 10% discount.
10 -> %
If you press the SUB button and perform one of the previous sequences, you can apply discounts and surcharges to the total amount of the current sale. This is mostly used for percentage discounts, but it also makes sense for value discounts since you can discount on the total amount (i.e. more than the last item amount. So this is not a redundant operation). Total percentage modifiers are limited to 1 for the entire sale at the moment.
SUB -> 100 -> -
SUB -> 100 -> +
SUB -> 10 -> %
You can multiply amount discounts and surcharges both on a single item and on total as you do with products.
3 -> X -> 100 -> -
3 -> X -> 100 -> +
SUB -> 3 -> X -> 100 -> -
SUB -> 3 -> X -> 100 -> +
Percentage discounts and surcharges can't be multiplied, their quantity will always be set to 1 because being percentage they have the same effect on 1 or more items. This way if you multiply a speed button that includes a percentage modifier, you get the desired result like the following example shows.
Example: let's say you have a speed button for a meal deal which contains a sandwich, a drink and a 10% discount on the sale total. If you press this speed button 2 or more times only the first total discount is inserted. To get the desired result enter a quantity on the keypad, press the X button and then the speed button.
To add a payment and finalize a sale, enter the amount tendered on the keypad and press one of the payment button to choose the type of payment received.
Example: To pay for our 3.00 USD coffee from the previous examples with a 5 dollars bill, type 500 on the keypad and press the CASH button.
500 -> CASH
The display will show the amount and type of payment received.
If the amount tendered is more than the receipt total the display will also show the change due amount. At the same time the receipt preview box will be cleared, the cash drawer will open and the receipt will be printed and saved in the journal.
If the amount tendered is less than the receipt total the display will show what remains to be paid to close the sale. At this stage you can still edit any item if you need.
To finalize a sale by entering the exact amount due, just press one of the payment button to choose the type of payment received.
Example: To pay for our 3.00 USD coffee from the previous example in cash press the CASH button.
CASH
You can multiply payments as you do with products.
Example: To enter a 3.00 USD payment made with 3 one-dollar bills, type 3 on the keypad, press the X button, type 100 and then press the CASH button.
3 -> X -> 100 -> CASH
Tap and hold (or right-click) a payment button to bring up the context menu.
Press Edit Button to modify the tapped payment button through the page that shows up.
Enter a text for the payment button (mandatory). This text will be shown on the button and will be printed on receipts. The maximum lenght is 36 characters, depending on the printer model no more than 34 characters will be printed on paper.
Choose a payment associated with this payment button: the payment name will be shown on reports.
In future releases it will be possible to add more payments and/or associate a payment with some predefined function like verifying a card, contacting the bank to verify a cheque, collect a coupon, etc...
The picture above shows how a printed receipt looks like.
To set the header logo, footer logo and header lines go to the posxp page.
The following currencies were tested and print correctly: dollar, euro, pound, yen/yuan. Other currencies may print correctly or not depending on their symbol. If the currency you're using is not printed correctly post a message in the forum as this could be fixed.
Optionally you can associate a customer with a sale.
Tap CUSTOMER on the keypad to select a contact from your contacts network in the People app. You can add all kinds of accounts to the People app: Hotmail, Outlook, Exchange, Google, LinkedIn, etc...
Clear the current sale to unlink a customer.
At the moment the only way to create a new customer is through the People app.
The procedure for creating a new customer and the overall customers management experience will be more integrated with the release of Windows 10.
In fact you can't do much with it right now other than associating a contact with a sale and viewing it later (customer reports are coming soon).
However when exporting data the customer id is exported along with the other data. You can use the exported data to extract various statistics about customers. The only downside is that you get a user id on these statistics and nothing else (name, address,...).
Tap Settings on the top app bar and then tap Checkout.
The Beep toggle switch controls whether a sound is emitted when a button is pressed.
The Rounding Method setting lets you choose the rounding method used for every calculation. At the moment the only method available is the half-to-even or bankers' rounding. See this very nice table for a list of roundings.
The Tax Rounding Mode setting controls whether taxes are calculated and rounded on each receipt line or on the total amount for each tax rate. See the tax calculation paragraph for more info.
When you enter the stock page you can see the list of products grouped by department. Tap Department on the left end of the bottom app bar, to switch between Group by Department and Group by Letter order. The color and label of the button will change appropriately to reflect the current order.
Press or click on the departments (letters) headers to zoom in and out the departments (letters) view. Tap on a department (letter) in the zoomed out view to scroll the product list to that department (letter). You can use the zoomed out letters view to look up a product by clicking on his initial letter.
Drag a product off the left side of the screen to add it to the current sale.
Press and hold (or right-click) a product to select it and bring up the context menu.
Scanning a barcode while on the stock page will open the page of the product with the barcode you scanned (if exists) or an empty product with only the barcode field filled so you can insert a new product with that barcode.
The product page is shown when inserting or editing a product/department:
Tap Save to save the product/department or Cancel to discard everything.
If a product/department with the same name exists already, a message will popup to let you choose what to do:
This check is done to avoid duplicates and keep the product list slim and clean.
For US, Canada and other countries where the selling price does not include taxes or if you're dealing with businesses and you want taxes to be calculated and printed separately, you can set an option in the settings. Tap Settings on the top app bar and then tap Stock. Set the Price Includes Tax switch to No and restart the app for the change to take effect.
Once the app is restarted you will see a tax line above the receipt total that will show the total taxes amount for the current sale. Press the tax line to see the tax totals for each tax rate. The popup will display a maximum of 3 tax lines/rates, if there are more lines you can scroll the panel with your finger or mouse.
By default taxes are calculated and rounded on each line to 2 fractional digits, using the half-to-even rounding method. This is the most used and the only rounding method available at the moment. See this very nice table for a list of roundings. If you want taxes to be calculated and rounded on total you can set it in the checkout page options. If you are unsure which rounding mode you should use refer to your local tax office website or read this page for an in-depth discussion on the subject and other resources (only US and Canada).
In the current version it's not possible to insert products with tax included and products without tax included in the same sale, the option is set for every product (the Tax Included check box in the product page will show the current value but it's disabled).
Discounts and surcharges on a single item are applied to the transaction amount net of tax.
Discounts and surcharges on the sale total are momentarily not allowed when taxes are calculated.
Every document saved in the documents report will be correct independently from the current mode: documents where taxes have been calculated will show the tax lines, documents where taxes have not been calculated will not show the tax lines.
Tax amounts for each rate will be printed on the receipt but in the reports you will only see the tax total for all rates. The total amount of collected taxes can be seen in the General Report.
Press the buttons on the bottom app bar to view reports.
Slide the view left or right or press on Daily and Total to switch between daily reports and total reports.
The general report gives an overview of the activity divided by category. At the top there are the sales related amounts and the net sales total.
...
The TAX line shows the total amount of taxes for all the documents where taxes have been calculated and is present only if documents with taxes calculated separately were emitted. Note that if you mix documents with taxes calculated and documents without taxes calculated, the TAX line will only account for transactions where the tax has been calculated.
When the tax line will include also the total tax amount for documents where the tax has not been calculated, you'll be able to switch between the two modes seamlessly without any implication in the reports.
...
Below the GRAND TOTAL are shown the amounts collected for each type of payment and their total in the PAYMENTS TOTAL. The GRAND TOTAL and the PAYMENTS TOTAL should be equal.
These reports are pretty much self-explanatory. They show various numbers for the sold products grouped by product, department or tax rate respectively.
When the tax is calculated, the transaction amount without tax will be saved in these reports.
When the tax is not calculated, the transaction amount with tax will be saved in these reports.
The documents report shows all the documents created since the last Daily Reset (which is usually done at the end of the day, but not necessarily). You can tap on a document in the list to view its content and eventually print a copy.
If the document you opened has a customer associated with it you will see the customer's name and picture and a button to view the full contact card.
The maximum number of documents that can be stored is set to 10,000. If this limit is reached a message will pop up to warn you and to ask you to reset the daily reports. If you omit to do so any other document created won't be saved but you can continue (if you resist the pop up after each sale).
Tap Settings on the top app bar and then tap Journal.
Press the Reset Daily button to clear daily reports. This will also delete the documents report and the ability to view and print any old document.
Press the Reset Total button to clear total reports. This will delete everything.
You can see the list of attached devices in the Devices box.
Type on the header text boxes to set the header lines to be printed on the receipt. There are 3 lines and each line can contain up to 36 characters. The number of lines/characters could be increased in the future.
Tap or click on the header or footer logo to add and remove receipt logos. The top logo is 200x200 pixels max, the bottom logo is 500x500 pixels max. Larger images will be automatically resized, smaller images will be left untouched. So just pick an image without worrying, .png and .jpg files are supported. If you don't want to use a logo leave it blank and it won't take space on the receipt.
Tap Settings on the top app and then tap General.
The Keyboard toggle switch controls whether input from the keyboard is processed or not.
Set your preferred background:
The Light background is better for use under strong daylight, while the Dark background is best suited for low light conditions. Also the dark background consumes much less power, so if your device is running on battery this is preferred.
Tap Settings on the top app bar and then tap General.
Press the Export button to export data to file. After picking a destination folder, a folder named Posxp will be created inside the destination folder containing several excel files. Double-click a file to open it with Excel so you can manage data (order, filter, merge, etc...) and print reports.
Tap Settings on the top app bar and then tap General.
Press the Backup button to create a snapshot of your data. Pick a destination folder from local storage or select OneDrive to save the file to the cloud. A zip file containing the date and time of creation in its name will be created at the end of the procedure.
Press the Restore button to restore a previously created backup. After you select a file a confirmation dialog will appear. If you confirm the operation the app will close. Relaunch the app to complete the restore procedure.
You can use the restore function to quickly clone data to many devices!
You can connect the following Epson printers:
They all have a USB port and a second interface which is a serial port for the cheaper models.
The TM-T20II is the recommended printer because it is premium Epson quality for an extremely low price. It's the best value for money receipt printer you can get. Models with a Wired LAN, Wireless LAN or Bluetooth interface are not supported yet.
Follow these steps to setup the printer:
Download zadig_2.1.1.exe here or from its website:
Launch the app and you should see the printer name in the Devices box.
You can use almost any model of cash drawer because they are all quite standardized.
If you're not sure look for an Epson Compatible drawer.
Attach the cash drawer to the back of the receipt printer through the provided cable.
The app supports the following USB customer displays:
Follow these steps to setup the customer display:
Download zadig_2.1.1.exe here or from its website:
Launch the app and you should see the display name in the Devices box.
The app supports any barcode scanner that works in USB HID POS mode.
The following models are known to work:
To enable the USB HID POS mode on these scanners, scan the following barcode:
To do this you have to print in Actual Size page 21 of the manual:
https://aidc.honeywell.com/CatalogDocuments/HP1300-UG.pdf
For other brands/models refer to this thread.
To attach POS peripherals to a device with a Micro USB port (like tablets or smartphones) use a Micro USB Hub that can be powered like this one.