Uniwell SX-330 Informations techniques

© 2005 Uniwell Software Development

2ePOS Office Help© 2005 Uniwell Software Development2 IntroductionOverviewFeatures2.1OverviewePOS Office is a sales analysis, stock control and POS ma

92ePOS Office Help© 2005 Uniwell Software DevelopmentTo add a new PLU:1. Click the add button2. Make sure 'Single Code' is selected.3. In

93POS© 2005 Uniwell Software DevelopmentTo find a PLU:1. You can display only the PLUs in a specified group using the group drop down box.2. You can

94ePOS Office Help© 2005 Uniwell Software DevelopmentTo delete a PLU:1. In Program > PLUs Click on the PLU(s) you want to delete.2. Click the del

95POS© 2005 Uniwell Software Development9.2.2 PricesPrices are held in files. You can have several different price files and use different fileson di

96ePOS Office Help© 2005 Uniwell Software DevelopmentTo delete a price file:1. Click on the price file you want to delete.2. Click the delete button

97POS© 2005 Uniwell Software Development9.2.3 CustomersEnter details of customers here.Customer function MUST be enabled on the POS for this feature t

98ePOS Office Help© 2005 Uniwell Software Development9.2.4 Lookup PLUA look up PLU (LU PLU) is a function button that when pressed displays a list of

99POS© 2005 Uniwell Software DevelopmentChange the LU PLU nameClick on the current LUPLU name, type in a new name. Press Enter.Add PLUs to the LU PLU

100ePOS Office Help© 2005 Uniwell Software Development9.2.5 CookingIn this screen you can edit bothcooking groups and condiment groups.What do you wan

101POS© 2005 Uniwell Software Development9.2.6 ClerkFor each clerk you can edit: Clerk NameClerk/Operator Name PINEach clerk has a unique pin number

3Introduction© 2005 Uniwell Software Development3 General Layout Using Help Buttons Shortcuts Export E-mail Print Chart4567891011

102ePOS Office Help© 2005 Uniwell Software Development9.2.7 GroupWhat do you want to do? Edit major groups Edit groups Edit categoriesEdit major gr

103POS© 2005 Uniwell Software Development9.2.8 MediaFor each media you can edit: DescriptorMedia name, e.g 'Cash', 'Cheque'. Hal

104ePOS Office Help© 2005 Uniwell Software Development9.2.9 AdjustmentsIn the adjustments screen you can edit: AdjustmentsAn adjustment gives a fixed

105POS© 2005 Uniwell Software Development9.2.10.1 Types of Discount Schemes1. One free on quantity purchaseBuy X number of the same item and getone f

106ePOS Office Help© 2005 Uniwell Software Development9.2.10.2 Notes on Discount Schemes1. Any mix and match item that is sold as complimentary does

107POS© 2005 Uniwell Software Development9.2.11 Wages JobUp to four jobs can be assigned to a clerk.The Job code is the job the person is actually do

108ePOS Office Help© 2005 Uniwell Software Development9.2.12 SystemIn the system screen you can edit: FunctionsSystem Flags (SF) control POS function

109POS© 2005 Uniwell Software Development9.3 KeyboardWhat do you want to do? Assign Cooking Message Buttons Assign Function Buttons Assign Hard PLU

110ePOS Office Help© 2005 Uniwell Software Development9.3.1 Assign Cooking Messages1. Select 'Keyboard' in the 'POS' section.2.

111POS© 2005 Uniwell Software Development9.3.3 Assign/Maintain Hard PLUsWhat do you want to do? Assign hard PLUs to the screen Assign PLUs to hard P

4ePOS Office Help© 2005 Uniwell Software Development3.1 LayoutDown the left hand side of the screen are the menus.Each menu contains options that are

112ePOS Office Help© 2005 Uniwell Software Development9.3.4 Assign/Maintain LU PLUsA Look Up PLU is a special function button that when pressed displa

113POS© 2005 Uniwell Software Development9.3.5 Edit Clerk DetailsTo edit clerks:1. Select 'Keyboard' in the 'POS' section.2. Cli

114ePOS Office Help© 2005 Uniwell Software Development9.3.8 Maintain PLUs1PLUs can be accessed for editing in three ways1. By clicking on a 2Hard PLU

115POS© 2005 Uniwell Software Development9.3.9 Edit System Information1. In 'Keyboard' select 'System' from the 'Edit'

116ePOS Office Help© 2005 Uniwell Software Development9.3.10 Export/Print Keyboard Layout1. Click the export button in the top right hand corner.2.

117POS© 2005 Uniwell Software Development9.3.11 TouchscreenTouchscreen Button Caption and ColourWhat do you want to do? Edit the button caption Edit

118ePOS Office Help© 2005 Uniwell Software DevelopmentEdit different menusUse the box labelled 'menu shift' to select the level you wish to

119POS© 2005 Uniwell Software Development9.4 SendIn the 'Send' screen you can select information to send to selected POS terminals:1. Click

120ePOS Office Help© 2005 Uniwell Software Development9.5 Enter SalesTo record sales in the software instead of on the POS:1. Select the date and tim

121POS© 2005 Uniwell Software Development9.6 Barcodes9.6.1 File MaintenanceIn File Maintenance, you setup the products for barcoding. You can select

5General© 2005 Uniwell Software Development3.2 Using HelpTips for using help :Links are indicated by underlined text. When you move your mouse over a

122ePOS Office Help© 2005 Uniwell Software DevelopmentYou can change the details on this screen.Show ExplorerShows a structured layout on the left of

123POS© 2005 Uniwell Software DevelopmentFirst RecordJumps to the first record of the Product listPrevious RecordJumps to the previous line of the Pro

124ePOS Office Help© 2005 Uniwell Software DevelopmentAll the available products from the selected option will be listed in order to be added tothe ba

125POS© 2005 Uniwell Software DevelopmentGenerate Labels for PLU/Price Changes - Will create a list of allPLU(description)/Price changes that has been

126ePOS Office Help© 2005 Uniwell Software Development9.6.4 Label TemplatesUNDER CONSTRUCTION10 Setup Users Preferences127129

127Setup© 2005 Uniwell Software Development10.1 UsersIf the system is set up to use password entry (Setup > Preferences > Basic Setup ),then the

128ePOS Office Help© 2005 Uniwell Software DevelopmentAdd a new user1. In Setup > Preferences > Basic Setup check the box that says 'Use p

129Setup© 2005 Uniwell Software Development10.2 Preferences1. In the right hand column you can enter notes about your setup.2. You can 'Export&

130ePOS Office Help© 2005 Uniwell Software Development10.2.1 Basic SetupClick on a part of the picture below for more information:House NameThis is us

131Setup© 2005 Uniwell Software DevelopmentMaximum Lines on User LogWhen you select to use Password Entry, a user log is created in the Setup>Users

6ePOS Office Help© 2005 Uniwell Software Development3.3 ButtonsOpenThe open button opens the selected information in a newwindow.CloseThe close button

132ePOS Office Help© 2005 Uniwell Software Development10.2.2 HomepageWhat do you want to do? Choose what to display on startup Set up a custom home

133Setup© 2005 Uniwell Software Development10.2.3 End Session ReportsThe Z-01, Z-06 and Z-41 Reports are the default reports that will be collectedaut

134ePOS Office Help© 2005 Uniwell Software Development10.2.4 POS SecurityClick on a part of the picture below for more information:Maximum LinesYou ca

135Setup© 2005 Uniwell Software Developmentonly the administrator will be able to edit Hard PLUs.Condiments and CookingCondiments and cooking instruct

136ePOS Office Help© 2005 Uniwell Software Development10.2.5 Reciepts and Tax SettingsClick on a part of the picture below for more information:Initia

137Setup© 2005 Uniwell Software DevelopmentTax on Receipts is calculated by:The tax on the declaration/receipts figures can be calculated by the tax o

138ePOS Office Help© 2005 Uniwell Software Development10.2.6 Headings for Transaction TotalsThis screen relates to the reports you design in Reports &

139Setup© 2005 Uniwell Software DevelopmentModify an existing report1. Click the wizard button.2. Select 'Modify an existing report' and

140ePOS Office Help© 2005 Uniwell Software Development10.2.7 System OptionsClick on a part of the picture below for more information:Show Code and Des

141Setup© 2005 Uniwell Software Developmentthe journal will be adjusted to match this.

7General© 2005 Uniwell Software DevelopmentHomeTakes you to the top of the table in which you are working.BackwardsTakes you to the previous line in t

142ePOS Office Help© 2005 Uniwell Software DevelopmentNo Automatic Product to PLU Data UpdateIf selected, when you add a product in Files > Product

143Setup© 2005 Uniwell Software DevelopmentCreate New Stock UnitsThe stock unit is the unit in which you count stock of the product. For example bott

144ePOS Office Help© 2005 Uniwell Software Development10.2.8 Support PageThis is for your reseller to enter contact information, e.g. support telephon

145Setup© 2005 Uniwell Software DevelopmentUse Coded ESF JournalUses HEX Journal rather than the text Journal. This option requires the ESF Functionen

146ePOS Office Help© 2005 Uniwell Software DevelopmentDefault OperationUnder default operation (i.e. when the flag is not set) you would expect the fo

147Setup© 2005 Uniwell Software DevelopmentModified OperationUnder modified operation (i.e. when the flag is set) you would expect the followingresult

148ePOS Office Help© 2005 Uniwell Software DevelopmentUpdate ECR Description on change in full descriptionWhen enabled, the ECR Description will autom

149Setup© 2005 Uniwell Software Development11 FAQ Reports don't display on the home page 1. Have you pulled back data from your POS terminals?

150ePOS Office Help© 2005 Uniwell Software Development12 GlossaryAAdjustmentAn adjustment gives a fixed percentage discount orsurcharge on specified i

151Glossary© 2005 Uniwell Software DevelopmentC Cash in drawer (CID) liftYou can assign a cash in drawer (CID) limit to drawer 1and drawer 2. When the

8ePOS Office Help© 2005 Uniwell Software Development3.5 Export You can save information in four different file types using the export feature.The exp

152ePOS Office Help© 2005 Uniwell Software DevelopmentD DiscountA discount gives a reduction by a set amount and can acton an item or a subtotal.EF Fl

153Glossary© 2005 Uniwell Software DevelopmentI InventoryInventory is another word for stock, how many of an itemyou currently have available for sale

154ePOS Office Help© 2005 Uniwell Software DevelopmentL LocationLocation is used to describe two different things and it isimportant not to confuse th

155Glossary© 2005 Uniwell Software DevelopmentPPackA pack is how you buy the PLUs. For example, you selllager in pints but the pack you buy is a barre

156ePOS Office Help© 2005 Uniwell Software DevelopmentQRReconciliationReconciliation is a comparison of your income against yourexpenditure.Report sec

157Glossary© 2005 Uniwell Software DevelopmentU V VarianceVariance is the difference between what you should haveand what you actually have. For examp

Index- A -Add 61, 63, 72Adding 58, 72Adjustments 104Assigning Function Buttons 110Assigning/Editing Cooking Messages 110Assigning/

Gross Sales Report 37Group 102, 113Grouping 80Groups 81, 113- H -Hard PLU 111Hard PLUs 111Headings 138Homepage 18, 19,

Report 35, 38, 41, 42, 43, 47, 67Report Calculation 49Report Selection 26Reports 19, 32, 33, 34, 35, 44Reports on Homepage 19Retur

9General© 2005 Uniwell Software Development3.6 E-Mail You can e-mail information from any screen that has an e-mail button (shown onthe left).To e-ma

10ePOS Office Help© 2005 Uniwell Software Development3.7 Print You can print information from any screen that has a print button.To print:1. Click th

11General© 2005 Uniwell Software Development3.8 Charts Displaying a chart Screens using charts Chart views Zoom in/out Saving a chart Copy

12ePOS Office Help© 2005 Uniwell Software Development3.8.1 Displaying ChartsTo draw a chart:1. In one of the screens where the chart option is availa

13General© 2005 Uniwell Software Development3.8.3 Chart ViewsFive types of charts are available. To change the chart view:1. Select one of the charts

14ePOS Office Help© 2005 Uniwell Software Development

15General© 2005 Uniwell Software Development3.8.5 Saving a ChartTo save a chart:1. Click on the save button or select 'Save As' from the fi

16ePOS Office Help© 2005 Uniwell Software Development4 Browser Home Open View Internet132202020

17Browser© 2005 Uniwell Software Development4.1 HomeIn the home page you can: Display your own custom page Go to the PalmTEQ web site Get techni

18ePOS Office Help© 2005 Uniwell Software Development4.1.3 Getting Technical SupportIf you experience any problems with ePOS Office click on 'Sup

19Browser© 2005 Uniwell Software Development4.1.6 Reports on HomepageClick 'Reports' on the home page to view a list of your custom reports.

20ePOS Office Help© 2005 Uniwell Software Development4.2 OpenUse Browser > Open to open files on your PC.Find the required file and click 'O

21Browser© 2005 Uniwell Software Development5 Tasks End Session POS Reports Declaration Banking Reminders Contacts222627283031

This Manual works in conjunction with the ePOS Office Helpfile. Wheneveryou see the 'Numbered Page' Icon, it refers to the page on which yo

22ePOS Office Help© 2005 Uniwell Software Development5.1 End SessionA session is a trading period. You will usually have at least one session per day

23Tasks© 2005 Uniwell Software Development5.1.2 Collecting End Session Reports Manually1. On each of the POS terminals log off all the clerks.2. Sel

24ePOS Office Help© 2005 Uniwell Software Development5.1.2.3 Information that can be sentInformation you can send from End Session PLU Updates All P

25Tasks© 2005 Uniwell Software Development5.1.4 Collect Selected Reports1. On each of the POS terminals log off all the clerks.2. In End Session sel

26ePOS Office Help© 2005 Uniwell Software Development5.2 POS Reports1. Select one of the reports.2. Select a time period. If you have multiple se

27Tasks© 2005 Uniwell Software Development5.3 DeclarationThe declaration option is used to enter the amounts you have counted in each media atthe end

28ePOS Office Help© 2005 Uniwell Software Development5.4 BankingUse the banking screen to record: Banked Amounts Other Income Petty Cash Payments

29Tasks© 2005 Uniwell Software DevelopmentAmounts can be entered in two ways:One item/line at a timeAdding One Item at a Time1. Select the site and da

30ePOS Office Help© 2005 Uniwell Software Development5.5 RemindersReminders can be used for deliveries, meetings, events etc. This week's remind

31Tasks© 2005 Uniwell Software Development5.6 ContactsThis option displays a list of contacts. Contacts can also be viewed on the home page.Go to Tas

32ePOS Office Help© 2005 Uniwell Software Development6 Reports Weekly Sales Stock Totals Operators Transactions Calculator Explained33364

33Reports© 2005 Uniwell Software Development6.1 WeeklyThe weekly screen displays two reports: Weekly Summary Report Details Income and Variances Rep

34ePOS Office Help© 2005 Uniwell Software Development6.1.1 Weekly Summary ReportSee also Report Calculations for more examplesW/E 08/01/2004 Mon1 Bar

35Reports© 2005 Uniwell Software Development6.1.2 Income and Variance ReportThe income and variances report shows the following information for the se

36ePOS Office Help© 2005 Uniwell Software Development6.2 Sales1. Depending on your setting in Setup > Preferences > Systems Options , when youg

37Reports© 2005 Uniwell Software Development6.2.1 Gross Sales ReportThe gross sales report shows the following information for the selected date/perio

38ePOS Office Help© 2005 Uniwell Software Development6.2.2 Profit/Margin ReportThe profit/margin report shows the following information for the select

39Reports© 2005 Uniwell Software Development6.2.4 Margin AnalysisDescriptionQTYSold1CostPrice2Tot Cost3SellPrice4Tot Sales5% Sales6Tot GP7GP%8WETDraug

40ePOS Office Help© 2005 Uniwell Software Development6.3 Stock1. Depending on your setting in Setup > Preferences > Systems Options, when yougo

41Reports© 2005 Uniwell Software Development6.3.1 Stock HoldingThe stock holding report shows the following information for the selected period.Descri

Table of ContentsPart I Contents1Part II Introduction2...

42ePOS Office Help© 2005 Uniwell Software Development6.3.3 Stock ValueThe stock valuation report shows the following information for the selected peri

43Reports© 2005 Uniwell Software Development6.3.5 Stocktake VarianceThe stocktake variance report shows the following information for the selected per

44ePOS Office Help© 2005 Uniwell Software Development6.3.7 Sales/Stock Report Selection The report selection screen is accessed using the report sele

45Reports© 2005 Uniwell Software Development6.5 Operators1. Select one of the operator reports: Sales Value Transactions Voids and Refunds Errors

46ePOS Office Help© 2005 Uniwell Software Development6.5.1 Clerk Sales Value ReportThe sales value report shows the following information for the sele

47Reports© 2005 Uniwell Software Development6.5.3 Clerk Voids & Refunds ReportThe voids and refunds report shows the following information for the

48ePOS Office Help© 2005 Uniwell Software Development6.6 TransactionsThe transaction screen displays the electronic journal (Z-99) in two formats:Raw

49Reports© 2005 Uniwell Software Development6.7 Calculator ExplainedClick on a part of the picture below for more information: EPoS Office uses 6

50ePOS Office Help© 2005 Uniwell Software Developmentadjusted accordingly.6.7.1 Product CalculationsThe Calculations shown are only the ones that are

51Reports© 2005 Uniwell Software Development6.7.2 Report CalculationsGross Sales ReportAverage Price%Sales%Overall%Overall represents the OVERALL perc

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52ePOS Office Help© 2005 Uniwell Software DevelopmentIn the above report, the % Sales are recalculated, whereas the %Overall stays thesame as in Gross

53Reports© 2005 Uniwell Software DevelopmentTaxNett ValueCostProfit%Margin

54ePOS Office Help© 2005 Uniwell Software DevelopmentMargin Analysis ReportTotal CostTotal Sales

55Reports© 2005 Uniwell Software DevelopmentTotal GPGP%

56ePOS Office Help© 2005 Uniwell Software Development7 Inventory Automatic Ordering Orders Deliveries Returns Stocktaking End Period Aud

57Inventory© 2005 Uniwell Software Development7.1 OrdersTo add a new order: 1. Click the add button. A new order is added to the bottom of your list

58ePOS Office Help© 2005 Uniwell Software Development7.1.1 Add ProductsTo add products/ingredients: 1. Click the add button, and select either &apos

59Inventory© 2005 Uniwell Software Development7.1.3 Stock Transaction Inspector The inspector window shows:IDEach stock transaction is automatically

60ePOS Office Help© 2005 Uniwell Software Development7.1.4 Inventory FilterTo find a particular stock transaction or view certain selected stock trans

61Inventory© 2005 Uniwell Software Development7.2 Automatic OrderingUNDER CONSTRUCTIONTo enable Automatic Ordering, see Setup > Preferences > In

... 666 End Period ...

62ePOS Office Help© 2005 Uniwell Software DevelopmentTo Finalise an Order:1. Select the Delivery from the list on the screen. 2. Use the stock tran

63Inventory© 2005 Uniwell Software Development7.4 ReturnsTo add a new return: 1. Click the add button, a new return will be added to the bottom of y

64ePOS Office Help© 2005 Uniwell Software Development7.5 StocktakingTo record current stock: 1. Click the add button. Select the options of the sto

65Inventory© 2005 Uniwell Software Development7.5.1 Stocktaking AdviceRetrospective Stock TakesIf you have done a full stock take and ended the period

66ePOS Office Help© 2005 Uniwell Software Development7.6 End PeriodWhat is a stock period?A stock period is the time between stock takes. At the star

67Inventory© 2005 Uniwell Software Development7.6.1 End Period ReportDescriptionIncomeCostProfitMarginWet Stock1 Gross Sales:£21 083.002 Tax:-£3 584.1

68ePOS Office Help© 2005 Uniwell Software Development7.7 AuditThe audit screen shows all orders, deliveries, returns and stock takes for a selectedsto

69Inventory© 2005 Uniwell Software Development8 Files Products Ingredients Mixtures Grouping Suppliers7073798082

70ePOS Office Help© 2005 Uniwell Software Development8.1 ProductsTo add a new product: 1. Click the add button, enter details for the new product.

71Files© 2005 Uniwell Software Development8.1.1 Product DetailsProducts Details:Click here for examples of stock/units/pack sizesSee Also Product Cal

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72ePOS Office Help© 2005 Uniwell Software Development8.1.2 Adding Links to Products, Mixtures & IngredientsAdding Links to Products, Mixtures and

73Files© 2005 Uniwell Software Development8.2 IngredientsTo add a new ingredient: 1. Click the add button, the ingredients inspector will be displaye

74ePOS Office Help© 2005 Uniwell Software Development8.2.1 Ingredients DetailsIngredient Details:Click here for examples of Stock Units,Pack Sizes an

75Files© 2005 Uniwell Software Development8.2.2 Examples of Stock Units,Pack SizesSelect a Product you would like to see an example of. Pint Draught

76ePOS Office Help© 2005 Uniwell Software DevelopmentBOTTLE BEERPrice£2.80Selling PriceStock UnitEachItems Per Stock Unit1Selling UnitEachPack Size24B

77Files© 2005 Uniwell Software DevelopmentVODKAPrice£1.20Selling PriceStock Unit1.5 LitreBottle SizeItems Per Stock Unit60Measures Per BottleSelling U

78ePOS Office Help© 2005 Uniwell Software Development8.2.3 Example of Products, Mixtures & Ingredients2Notes: Products and mixtures can be made u

79Files© 2005 Uniwell Software Development8.3 MixturesTo add a new mixture: 1. Click the add button, enter details for the new mixture. Click acce

80ePOS Office Help© 2005 Uniwell Software Development8.4 GroupingWhat do you want to do? Edit a major group name Edit a group name and major group l

81Files© 2005 Uniwell Software Development8.4.1 Example of GroupsAll products, mixtures and ingredients are in one of 48 groups which in turn areassig

1Contents© 2005 Uniwell Software Development1 Contents IntroductionInventoryGeneralFilesBrowserPOSTasksSetupReportsFAQNOTE: The Icon on all topics of

82ePOS Office Help© 2005 Uniwell Software Development8.5 SuppliersThis option displays a list of suppliers. Go to Files > Suppliers .To add a new

83Files© 2005 Uniwell Software Development8.5.1 Supplier Inspector The inspector window shows:SupplierEnter the name of the supplier.AccountThis is a

84ePOS Office Help© 2005 Uniwell Software Development8.5.3 Supplier FilterTo find a particular supplier or view certain selected suppliers use the fil

85Files© 2005 Uniwell Software Development9 POS Site Map Program Keyboard Send Enter Sales Barcodes8690109119120121

86ePOS Office Help© 2005 Uniwell Software Development9.1 Site MapThe site map shows the structure of your site(s). These are arranged into: Sites

87POS© 2005 Uniwell Software Development9.1.1 Add/Edit a SiteTo add a new site:1. In POS > Site Map click on the 'Site Map' tag.2. Cl

88ePOS Office Help© 2005 Uniwell Software Development9.1.3 Add/Edit a NetworkTo add a new POS network:1. In POS > Site Map click on the 'Co

89POS© 2005 Uniwell Software Development9.1.5 Testing CommunicationsTo test communications:1. In POS > Site Map click on the 'Connection Ma

90ePOS Office Help© 2005 Uniwell Software Development9.2 ProgramThe program screen is used to edit the POS terminal program.1. Select a site and POS

91POS© 2005 Uniwell Software Development9.2.1 PLUPLUs and products are the same. The term 'PLU' is used in relation to the POS terminalwher