Difference between revisions of "Fishbowl Checkout"

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== Checkout Using the POS Credit Card Integration {{top}} ==
 
== Checkout Using the POS Credit Card Integration {{top}} ==
  
Fishbowl can process credit cards in the [[Sales Order]] module, or in [[SalesPoint]] using Intuit Merchant Services, Authorize.Net, or any Authorize.Net emulator. For more information, see [[#Merchant_Services|Merchant Services]].
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Fishbowl can process credit cards in the {{Module|Sales Order}}, or in [[SalesPoint]] using Intuit Merchant Services, Authorize.Net, or any Authorize.Net emulator. For more information, see [[#Merchant_Services|Merchant Services]].
  
 
{{anchor|Credit Card Recall}}
 
{{anchor|Credit Card Recall}}

Revision as of 18:33, 27 June 2014

File:Icon.SalesPoint.png SalesPoint provides users with the ability to quickly and efficiently create orders for customers at the point of sale. For convenience, SalesPoint installs a separate icon to the user's desktop so it may be launched independently of the Fishbowl client. Within the SalesPoint window users have access to the Customer module, the User module, and the SalesPoint module. The interface is simple and easy to use, especially with a POS touch screen and a scanner kit. Credit card integration, scanner and barcode capability, as well as multiple receipts and reports provides SalesPoint with the right professional and practical functionality for any company process.

Install SalesPoint Template:Top

SalesPoint is installed automatically every time Fishbowl is installed. To install SalesPoint, simply run the Fishbowl installer.

File:SalesPoint installer.png

The installer has an option to place a SalesPoint shortcut on the desktop or to start SalesPoint automatically on login. Regardless of whether these options are selected, SalesPoint will be installed in the same directory as the Fishbowl Client. The latest Fishbowl installer can be downloaded by clicking here.

SalesPoint Basic Checkout Template:Top

When you login to SalesPoint, a new order will automatically be created. You may select a customer from the customer drop down or add a new customer by selecting the Add New option from the list. If you do not need to record specific customer information you can set up a default customer in SalesPoint Module Options. The default customer will auto-populate each time a new order is created.

A product may be placed on the SalesPoint order in several ways. The easiest method is to scan the product barcode while the cursor is in the product field. Alternatively, the product can be selected by typing on the keyboard or clicking a product from the product drop down. A new product may be added by choosing the Add New option located at the end of the product list. A user may also click the Add button to perform a more advanced search for the product. Miscellaneous items, subtotals, discounts, and taxes can also be added by using the appropriate buttons on the right side of the interface. These features, and others, can be restricted and controlled by utilizing access rights.

If the product has a serial number or another form of tracking, a pop-up window will be displayed asking for the tracking. The tracking information can typically be entered with a barcode scanner as well.

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As items are added to the order, they will also appear in the Customer Display Window. This feature can be turned on in SalesPoint Module Options. The Customer Display is a separate window that can be placed on a secondary monitor facing the customer. The window displays order items, order totals, total savings, and more. The visible columns can be customized by right-clicking on the column header, and then selecting the More... menu item. Your company logo will also appear in the bottom-left corner of the window. To set up your company logo, see Company Details.

File:SalesPoint Customer Display.png

All details of an order item can be edited in-line. Simply click on a cell to enter editing mode. The quantity and order of the items can also be edited with the applicable buttons on the bottom of the interface. Many functions can also be performed using keyboard shortcuts

If you need to put the order on layaway you can simply click the New button and then click Yes in the save dialog. Saved orders can be reloaded by clicking the Open button and selecting the order from the list.

Once all items have been added to the order, click the Checkout button to start the checkout wizard. You may select a payment method such as Cash, Check, or Credit Card.

File:SalesPoint Multiple Payments.png

To select more than one payment method, hold down the Ctrl key while selecting the payment methods with your mouse. After you have selected the payment method(s), click Next. You will be asked to provide the amount for the payment type you selected. Enter the amount received from the customer and click Next.

The final step of the wizard is a transaction Summary that will display any payments received as well as the subtotal, tax, and total amount paid. If the customer overpaid or needs change, the Change Due will appear in parenthesis. From this screen the user may also choose whether or not to print a receipt for the customer. Default settings for receipt printing are found in SalesPoint Module Options. Click Finish to complete the transaction.

File:SalesPoint Payment Summary.png

For more information about handling payments with a POS kit, see POS Cash Drawer Checkout or POS Credit Card Checkout.

The completed SalesPoint transaction will be sent to QuickBooks on the next export. If you would like to minimize the transactions exported to QuickBooks, you can turn on batch exporting in the Accounting Module Options.

Manage SalesPoint Customers Template:Top

Default SalesPoint Customer

Depending on your business, it may not be necessary to record every SalesPoint customer. Instead, you can set up a generic customer to be your default customer for all SalesPoint transactions. This customer may still be changed per transaction if necessary. (See SalesPoint Basic Checkout).

If a default customer has not been established, you may do so by creating a new customer and naming them something like Point of Sale. Next, set this newly created customer (or an existing customer) as default within the SalesPoint Module Options. Every time an order is created via SalesPoint, the Point of Sale customer will auto generate. This may be changed per order by simply choosing a new customer from the given drop down menu. If a default customer is not established, then a customer will need to be manually selected for each transaction.

Add a New Customer

A new customer may be created through the Customer Module within the Fishbowl Client, or it may be created through SalesPoint by choosing the Add New option at the bottom of the Customer drop down menu. For more detailed instructions on the New Customer Wizard, see Create a New Customer.

Checkout Using the POS Cash Drawer Kit Template:Top

The Point of Sale Kit consists of the following pieces of hardware: Cash Drawer, Receipt Printer, Credit Card Reader, and Scanner. Fishbowl now also offers a new POS-X kit that contains a monitor with touch-screen capability. The Credit Card Reader and Scanner simply plug into your computer without any other software. The Credit Card Reader is used in Fishbowl as a simple keyboard reader, as does the Credit Card Scanner. However, in order to use the Cash Drawer and Receipt Printer, there are a couple of drivers that must be loaded onto your computer. For installation instructions see Point of Sale Register Kit or you may receive the necessary information from our support team at 1-800-774-7085 ext 3. If the POS-X kit has been purchased, information regarding necessary setup for that package may be found here: POS-X Receipt Printer setup.

Once you have the appropriate software set up on your computer, you are now ready to take advantage of the cash drawer hardware. Simply follow the instructions for a Basic Checkout, however when you finish checking out, the cash drawer will now open. Once the transaction is complete, the Print Option screen will appear. (If this does not happen, you may have turned off this Option in the SalesPoint Module Options). Or you may have turned off this option in the Program Options. Choose the Receipt Printer if it is not already set as your Default Printer and click OK.

You will still proceed through the checkout process as you would via a basic checkout; however now you will be able to print receipts from your receipt printer, and will also be able to give change using the cash drawer.

Checkout Using the POS Credit Card Integration Template:Top

Fishbowl can process credit cards in the Icon.Sales Order.png Sales Order module, or in SalesPoint using Intuit Merchant Services, Authorize.Net, or any Authorize.Net emulator. For more information, see Merchant Services.

Proceed with your Basic POS Checkout until you get to the Payment Methods step. If you have enabled Credit Card Recall in the SalesPoint Module Options you will see the last card used by the customer at the bottom of the list.

File:SalesPoint CC Recall.png

After selecting the credit card type, click Next and enter any needed information:

  • Enter the Credit Card Number in the CC Number field.
  • Enter the Credit Card Expiration Date in the Exp. Date field.
  • Enter the Confirmation Code (typically the three digit security code located on the back of the card) in the Confirmation field. (This step is optional and may be changed in the Payment Viewer Module Options).

File:SalesPoint CC Payment.png

If you have a Credit Card Scanner you may scan the card and above information will be populated. Clicking Next will advance to a Summary screen where you can verify the information before completing the transaction. Once you have verified the information, click Finish.

File:SalesPoint CC payment summary.png

The Credit Card will be processed and a confirmation will appear notifying you of its successful completion. If you wish to see the Credit Card Processed Successful message after each card is processed, then click Yes. If you do not wish to receive the confirmation display box, click No. The Print Option screen will appear. (If this does not happen, you may have turned off this Option in the SalesPoint Module Options. Or you may have turned off this option in the Program Options.) You will now be able to print out your Customer's Receipt and allow them to sign for their card. Choose the Receipt Printer if it is not already set as your Default Printer and click OK.

SalesPoint Credit Returns Template:Top

When returning items, an order is created in the same way as a normal sale; however, the line items are changed from a sale type to a credit return type.

Start by first creating an order using the basic checkout instructions. After the items to be returned have been added, click on the line item's type column. The option will be given to change the line item to Sale, Drop Ship, or Credit Return. Choose the Credit Return option. You will immediately see the amount beneath the unit price column shown in parenthesis, which signals the amount of money owed to the customer.

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After the order has all of the desired items on it, follow through the checkout wizard. When the checkout is complete, an issued SO will be waiting in the Receiving module where the items can then be received into inventory.

SalesPoint Hot Keys Template:Top

Action Hot Keys
New order Ctrl + N
Delete item Ctrl + Shift + X
Add a line item tax rate Ctrl + Shift + R
Add misc item Ctrl + Shift + M
Add discount item Ctrl + Shift + D
Add subtotal item Ctrl + Shift + S
Checkout Ctrl + Q
Add item Ctrl + Shift + A
Associated Price Ctrl + Shift + P
Move line item up Ctrl + Shift + Up arrow
Move line item down Ctrl + Shift + Down arrow
Quantity Up Ctrl + Shift + Plus(+)
Quantity Down Ctrl + Shift + Minus(-)

Changing the default SalesPoint report Template:Top

The steps below will walk you through the process of changing the default SalesPoint report:

  1. Login to Fishbowl and go to the Reports Module.
  2. At the top of the screen you will see a tools dropdown menu. Select Tools and click Module Options.
  3. Go to the Select Reports tab and scroll down to the SalesPoint section. Click the binoculars next to SalesPoint and select the report you would like to use as the default. Typically, SalesPoint will use one of the following Sales Order reports: Receipt 2in, Receipt 3in, or POS Receipt. After highlighting the desired report click OK. Your report will now be the default report when selecting File | Print Preview in SalesPoint, and when finishing the checkout wizard in SalesPoint. If you would like to change the default print behavior for the report when finishing checkout, see SalesPoint Module Options.

You may also change the default report that prints after processing a credit card by clicking the binoculars next to Credit Card Receipt. To change how many credit card receipts are printed, see SalesPoint Module Options.

File:SalesPoint Default Report.png

NOTE: Prior to SalesPoint 2012, the default "Payment Receipt" report was printed when finishing checkout.

Accessing other modules Template:Top

SalesPoint allows convenient access to some of Fishbowl's other modules. These modules can be loaded by clicking the appropriate Module Group from the menu, and then clicking the desired module.

Point of Sale Register Kit Template:Top

Fishbowl's Point of Sale Kits are designed to streamline the Point of Sale environment. The kit does not include a computer, but does contain the following pieces of hardware that can be added to most computers:

  • Cash drawer
  • Receipt printer
  • Credit card reader
  • Barcode scanner
  • Optional touchscreen monitor
  • Optional rear display (may require an additional video output port or adapter cable)
  • Computer NOT included

The Credit Card Reader and Scanner simply plug into your computer without any additional software requirements. Both function similar to a keyboard by entering characters in the field where the cursor is. However, in order for your Receipt Printer and Cash Drawer to work with SalesPoint in Fishbowl, you will need to install the proper drivers which should have come with your kit.

Install Epson Advanced Printer Driver

Follow the steps below to install the driver for an Epson TM-T88IV.

  1. Download the installer from the Epson site by clicking here.
  2. Run the installer and proceed with a Standard installation.
    File:APD 402E Step 2.png
  3. On the Printer Configuration step, click the Add button.
  4. Select the Epson TM-T88IV Receipt driver, select Create a USB Port, and optionally check the Set as Default Printer option.
    File:APD 402E Step 4.png
  5. Click Next to proceed through and finish the installation.

Cash Drawer Setup

Follow the steps below to configure the cash drawer with the Epson TM-T88IV.

  1. Open the Windows Control Panel and open the section that displays printers.
  2. Right-click the Epson TM-T88IV printer and choose Printing Preferences from the drop-down menu.
  3. Click the Document Settings and highlight Cash Drawer in the list.
  4. Select Open before printing in the drop down list for Cash Drawer #1 and then click OK.
    File:Epson printing preferences document settings.png

Symbol Scanner Setup

Before using your new Symbol Scanner you must first set it up to add Enter to the end of anything that is scanned. The Enter portion is expected by Fishbowl to keep each pieces of information separate from one another. In order to program this feature, use your scanner and scan each of the following barcodes in order. This will program the scanner to add an Enter to the end of anything that is scanned.

If you need to have a carriage return/enter after each bar code scanned, scan the following bar codes in order:

  1. <SCAN OPTIONS>
  2. <SUFFIX>
  3. Enter

If you make a mistake, scan the Data Format Cancel bar code

File:Scan Options barcode.JPG

File:Data Suffix barcode.JPG

File:Enter barcode.JPG

File:Data Format Cancel barcode.JPG

EVO Receipt Printer Setup (POS-X)

Follow the steps below to install the driver for the EVO Receipt Printer.

  1. Download the driver for the EVO-RP1 by clicking here or by visiting POS-X website.
  2. Run the Thermal.exe installer. When prompted, check POS-X Thermal Printer and click the Installation button.
    File:POS-X driver model information step.png
  3. Verify that the Operating System selection is correct. Select USB in the Printer Port dropdown and then click OK.
    File:POS-X driver select OS step.png
  4. After the installation is complete it may be necessary to restart the computer for all changes to be fully applied.

POS-X touchscreen setup

The following are general instructions for setting up a POS-X touchscreen on a Windows computer:

  1. Connect the video and USB cables between the touchscreen monitor and the computer.
  2. Insert the installation CD and open it in Windows Explorer.
  3. Browse to Common\POS_Touch\Windows\v3.3.1.37 on the installation CD and open Setup_WHQL.exe.
  4. Complete the installation wizard and take note of where TouchUtility is installed.
  5. Open TouchUtility in the list of programs, or browse to the directory where TouchUtility was installed.
  6. If there are multiple monitors connected to the computer, it may be necessary to run Monitor_Matching.exe.
  7. Run TouchUtility.exe and complete the 9-point calibration.

For other operating systems, open index.htm on the installation CD and follow the links to the correct installer.

Module Options:SalesPoint