Module Maintenance

The PcProg back office application facilitates the configuration and setup of all your units, but all programming changes may also be done directly on the APOS unit. Options and settings can be easily added or adapted so that you can customize each POS, achieving optimal productivity.

Pressing on this icon will show/hide a side bar listing all the programmable modules.

Change User

Pressing on this icon will display the Change User window to log out of the current user or log in as a different user. Press Logout if you wish to logout of the current user. A drop down of all defined Users will be displayed if you press on the current user name. Once a user has been selected, press in the Password box to enter the user password and press on Login. Press on Cancel or anywhere outside of the window to close the window and cancel the change.

Please note that if the user password is not defined or left blank, users will be allowed to login to GoPOS using the Change User screen or by using the quick user login function (USR), without being forced to enter a password.

Reports Destination

Press on this icon to display the Reports Destination window. You have the option of displaying all reports generated by GoPOS to Screen, to a File, via Email (CSV or PDF) or to the Receipt Printer. One of the five options must be chosen. Press on OFF next to the desired option to turn it on. All other options will be turned off. Selecting Email will display a text box, allowing you to enter the email address where the report will be sent from OSI (optimagopos@optimagopos.com) as an attachment in a comma separated file (CSV) or in a Portable Document Format (PDF).

Press Back to save the modification as a user preference or press anywhere outside the window to cancel the change.

About

Press and hold the OPTIMA GoPOS logo to display the "About" pop up window. This window will display the current GoPOS application version, database version and, if currently connected to your network, the terminal IP Address of the APOS.

Register

Pressing the Register icon will open the GoPOS Register window. The "default" keyboard will be displayed upon activation.

Transaction Finder

The Transaction Finder allows you to lookup any completed transaction stored on the GoPOS system. You may search by Transaction Id, by Transaction Date, by Function Description or by entering any combination of the three. If found, the results will be displayed as a scrollable list at the bottom of the display area. For example If you want to search for a specific transaction date, ensure that the Transaction Id and Function Description fields are blank and the enter a valid date in the DD/MM/YYYY format and then press on the Search button to the right of the field.

Pressing on one of the transaction rows will display the Transaction Preview screen, displaying the transaction details. You may print a copy of the transaction by pressing on the printer icon. You may also email a copy of the transaction by pressing on the email icon and entering the clients email address in the Email field.

Clerk Report

Cashiers are responsible for the entering and registration of sales transactions. Every transaction made by that user is recorded by the system and can be printed during or at the end of their shift. This report will show the transaction amounts and total sales that the current cashier has posted.

All Clerks Report

Cashiers are responsible for the entering and registration of sales transactions. Every transaction made by that user is recorded by the system and can be printed during or at the end of their shift. The report will show the transaction amounts and total sales that each cashier posted.

Attendance Report

If the clerks use the Clock In and Clock Out functions on the Login/Logout screen, this report will show the date and time of each clock in and clock out. The elapsed time calculated between the clock in and clock out, as well as the total attendance time for each clerk, will also be included on the report.

If the current user has Z rights, a pop up will ask the user if they wish to clear the report after it has been generated. Once you have determined whether you wish to clear the report or not, press on Continue to generate the report or press anywhere outside the window to cancel. Please note that once the report has been cleared, the attendance records will be erased and can not be regenerated.

Period Reports

The period reports are divided into 4 separate buckets. Each report may be named by entering the period name in Settings Options. The Period report generates a report of the Total Sales for each period. If the current user has Z rights, a pop up will ask the user if they wish to clear the report after it has been generated.

Once you have determined whether you wish to clear the report or not, press on Continue to generate the report or press anywhere outside the window to cancel.

Please note that once the report has been cleared, the buckets for that period will be erased and can not be regenerated. However, the transactions and bucket totals will still be available in the higher level Periods until those periods are also cleared.

You may also wish to read the PcProg Reports Help documentation if you prefer to generate and clear your reports using PcProg. This back office application has the advantage of letting you store, view and export all reports generated, even after they have been cleared.  

Items Report

The Items report generates a report of the Article Sales for the current period. If the current user has Z rights, a pop up will ask the user if they wish to clear the report after it has been generated.

Once you have determined whether you wish to clear the report or not, press on Continue to generate the report or press anywhere outside the window to cancel.

Stock Report

If Setting 96 - "Allow Stock Control on GoPOS" has been enabled, the stock report will provide you with a list of products that have been flagged as "stock-able" either at the Department or Product level. Each product will be identified with Quantity Received (In), Quantity Sold or Adjusted (Out) and Quantity on Hand (Final).

To perform stock adjustments or to enter stock received, the user must have the user option "Allow Stock Management" enabled. All sale transactions on GoPOS will directly update stock control to adjust stock on hand. Please note that when stock control has been enabled on GoPOS, it will no longer be available on PcProg.

Hourly Report

The hourly report is divided into twenty-four, one hour sections. If the current user has Z rights, a pop up will ask the user if they wish to clear the report after it has been generated. Once you have determined whether you wish to clear the report or not, press on Continue to generate the report or press anywhere outside the window to cancel. The Customer count, Quantity and Amount sold will be displayed for each hour.

Please note that once the report has been cleared, the buckets for that period will be erased and can not be regenerated.

Journal Report

The Journal report generates a report of the journal entries for the current period. If the current user has Z rights, a pop up will ask the user if they wish to clear the report after it has been generated.

Once you have determined whether you wish to clear the report or not, press on Continue to generate the report or press anywhere outside the window to cancel.

Please note that these Journal entries can grow quit rapidly. Unless this report is cleared periodically, the printed report may grow to hundreds of pages long. It is best to generate this report to screen or by using Optima's PcProg back office application.