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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

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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?