SalesMate + Setup Menu

 

Currency Settings

 

Stock Type Master

 

Method of Payment

 

Service Master

 

Category Master

 

Miscellaneous Item Master

 

Shop Information

 

Manage Users

 

Delete Old Data

 

Default Settings

 

POS

 

Setup Wizard

Currency Settings

This menu is used to setup the currency symbol. This currency symbol should not be greater than 5 characters. The Currency Symbol screen is shown in Fig 9.

Fig 9: Currency Symbol Screen

Stock Type Master

This menu is used to add/delete stock Items. There is also a provision for deleting the added fields from the database. After entering stock item click on Add button, the newly added item will be displayed in the list and added to database.

Select an item from the list and click on Delete button, the selected item will be removed from List and Database. If any item is present under selected stock then a message will be prompted where the Backup has to be taken as shown in Fig 10 A. If you have not taken any backup then you will loose all the items coming under this stock. If there is no item coming under this stock then another message will appear as shown in Fig 10 B

Stock Type Master Screen is shown in Fig 10.

Fig 10: Stock Type Master Screen

Fig 10 A: Backup Message

Fig 10 B: Confirmation of Deletion

Method of payment

This menu is used to add/delete payment methods. After adding a payment method click on Insert button to display it in the List. After that click on Apply button to save the added methods to the Database.

Apply button will be enabled only if you click on Insert/Remove button.

Select an item from list and click on Remove button to remove the selected item from the list. Then click Apply button to save the changes to the database. When you click on Remove button a message will appear as shown in Fig 11 A.

 Method of Payment Screen is shown in Fig 11.

Fig 11: Method of Payment Screen

Fig 11 A: Confirmation of deletion

Service Master

This menu is used to add the Services. There is a provision for deleting and editing the added services from the database. When you click on Save button the added services are displayed in the List and also updated to the database.

After selecting an Item from the list, you can Edit/Delete a service. When you click on the Edit button the fields are enabled. After making necessary changes click on Update button to save the changes.

When you click on Delete button the selected service is removed from the list as well as Database. If any Close or cancel transaction is done using the selected service then, a message will be prompted asking whether the backup has to be taken as shown in Fig 12 A. In the case of Open transaction another message will appear as shown in Fig 12 B. If the service doesn't have any transaction then a message will appear as shown in Fig 12 C.

When click on Set Rate button Set Rate window will be prompted and here you can Set the Rate for each category. Service Master Screen is as shown in Fig 12. Set Rate Screen for service master is shown in Fig 13.

Fig12: Service Details Screen

Fig 12A: Message in the case of closed and cancelled Transaction

Fig 12B: Message in the case of opened Transaction

Fig 12C: Message asking confirmation of deletion

Fig13: Rate Setting Screen for Service Master

Set Rate for Service Master

Select a category from the list and set deviation from standard rate. For that first of all you have to select deviation type (Increment or Discount). Then give Deviation from standard rate in Percentage or Amount. If you are given the deviation in percentage then automatically it will convert to amount and set New Price and vice versa. After setting all the necessary factors click on Set to set the rate into list. When you click Set button the selection in list go to next category. If you want to set rate for that also,you can set it. After setting rate for all necessary category click on Apply to save the changes.

Category Master

This menu is used to add customer category. There is a provision to delete and edit added categories from the database. When you click on Save, the added fields are displayed in the List and also updated to the database.

After selecting an Item from list you can Edit/Delete a Category. When Edit button is clicked the fields are enabled. After making necessary changes click on Update button to save the changes.

After clicking on Delete Button the selected service is removed from list as well as from the Database. If any customer is present for selected category the a message will appear informing that the category is in use. Otherwise another message will appear .The first message is as shown in Fig 14 A and second one is as shown in Fig 14 B.

When click on Set Rate button Set Rate window will be up and here you can Set the Rate for each Service or Stock item.

Category Master Screen is shown in Fig 14. Set Rate screen for Category Master (Service) is shown in Fig 15 A and Set Rate screen for category master (Stock Item) is as shown in Fig 15 B.

Fig 14: Customer Category Screen

Fig 14 A: Message showing category is in use

 

Fig 14 B: Message asking confirmation of deletion

Fig 15 A: Set Rate Screen for Customer Category (Service)

Fig 15B: Set Rate Screen for Customer Category (Stock)

Set Rate for Category Master

For setting rate first of all you have to select deviation type (Increment or Discount). Then give deviation from standard rate in percentage or amount. If you are given deviation in percentage then it will automatically convert to amount and set new price and vice versa. After that click on Set button to set the rate into list. When you click Set button the selection will go to next item in the list. After setting the rate for each item or service click Apply button to save the changes into the database.

Miscellaneous Item Master

This menu is used to add miscellaneous items. There is a provision to delete added fields from the database. When click on Add button the added items will be displayed in the List and also updated to the database. You can add Miscellaneous Income as well as Expense by selecting corresponding Misc. Transaction Type.

After selecting an item from list, click on Delete button to remove the item from list as well as database. If the selected Item is used in any transaction then it will ask for taking Backup. If backup is not taken then you will loose all the transactions of selected Item. The message is as shown in Fig 16 A. If the item is not used for any Transaction (Misc. Transaction) then another message will appear as shown in Fig 16 B. While clicking on Delete button the contents shown in the List will be updated to the database.

 Miscellaneous Item Screen is shown in Fig 16.

Fig16: Add Miscellaneous Item Screen

Fig 16 A: Message to take Backup

Fig 16 B: Confirmation for deletion

Shop Information

Shop Details

 

POS Shop Information

Shop Details

This menu item is used to enter information about the shop. You can browse the logo for the shop. You can change the fields in Shop Details. After changing the fields click on OK button to save the changes. Shop Details Screen is shown in Fig 17.

Fig17: Shop Details Screen

POS Shop Information

This menu is designed according to the tax rule in India. This is used to enter additional information about the shop such as TIN(Tax Identification number) number,CST(Central Sales Tax) number,Central excise Registration number,SSI/MSI/LSI ((small scale industry/Medium scale industry/Large scale industry)Registration number ,Fax number and website of the shop. After changing the fields click on OK button to save the changes. POS Shop Information Screen is shown in Fig 83.

Fig83: POS Shop Information Screen

Manage Users

Here the administrator or a user having administrator rights can Add, Delete or Edit a user. Provision is also there for setting various permissions such as modifying the setup, printing the reports, viewing the reports etc. All the Users are listed in a list. Manage user Screen is shown in Fig18.

Here you can’t able to delete Admin or change its name and Privileges.

Fig18: Manage Users Screen

Delete Old Data

OldData

 

Delete Purchase Data

Old Data

This will delete the old data till the date specified. You can delete selected option or all. For eg: If you select Delete All Canceled/Closed Transaction details, then it will delete all the Closed and canceled transactions till the specified date. Delete old data screen is shown in Fig19.

Fig19: Delete Old Data Screen

Delete Purchase Data

This will delete the old Purchase data till the date specified. You can delete selected option or all. For eg: If you select Delete All Canceled purchase, then it will delete all the canceled purchases till the specified date. Delete Purchase data screen is shown in Fig84.

Fig84: Delete Purchase Data Screen

Default Settings

Here a property sheet dialog box will be provided which contains property pages such as General settings page, Preference Settings page and Print Settings page. The description regarding each page is given below.

        General settings

        Preference Settings

        Print Settings

        POS Default Settings

        POS Print Settings

General Settings     

General settings page has the provision for backup/automatic backup as well as Compact/automatic compact of the database. It also contains the settings for bypassing the login screen and provision for launch SalesMate+ at startup.

The the option Automatic Backup when closing the window, will automatically take the back up on the specified location. In order to give the backup path you can use Browse button. While clicking on Browse button, Browse window will appear as shown in Fig 20 A and we can set the path there. If you select Automatically prompt for backup when closing the window will ask during closing of the application. The message is as shown in Fig 20 B.

If you select Automatically compact the database when closing the window it will compact (recover unused space) the database and its efficiency will increase. If this option is not selected, then you can compact database using Compact Database button.

If you check Bypass Login Screen, then Login screen won’t appear during startup. In this case Admin will be the default user. If you uncheck this option then Login Screen will appear during startup and you can login as a user, if you have an account.

General settings page is as shown in the Fig 20.

Fig 20: General Default Settings Screen

Fig 20 A: Browse Window

Fig 20 B: Message while closing the Application

Click yes if you want backup. Otherwise click on No

Preference Settings         

In Date format You can change the date format according to your wish. In Charge membership fee and Charge security deposit  you can set the default Membership Fee and Security Deposit. This will be automatically displayed when Add customer window is Up. You can use Enter key in the application only if you select Enter key for easy Navigation.

Provision is also there to set the picture path. In this path you can save shop logo and customer Photos. Browse window is as shown in Fig 20 A.

Preference settings page is as shown in the Fig 21.

Fig 21: Preference Default Settings Screen

Print Settings

A print setting Page contain Receipt settings and Report settings.

Receipt settings contain all the default print settings for windows and DOS Mode. This include Bypass print dialog, print shop name at header, print time at footer, print footer text, enable default receipt printer, always print sales receipt, print receipt continuously, print phone number at footer and spacing between lines.

Report Settings contain all the default print settings for windows and DOS Mode. This include Bypass print dialog box, print shop name at header, print time at footer, Print membership form and print phone number at footer.

Preference settings page is as shown in the Fig 22.

Fig 22: Print Settings Page 

POS Default Settings     

POS Default settings page contain POS Screen settings and Currency details.

POS Screen settings contain the default settings for POS Screen such as Include Customer Details,Allow handling charge , Allow Discount and By Pass LogIn Counter. Currency Details contains default currency which is to be included in the POS checkout screen. (For example in India Rupees and paise.)

POS Default settings page is as shown in the Fig 85.

Fig 85: POS Default Settings Screen

POS Print Settings     

POS Print settings page will help you to select two types of bill formats :- VAT Format (for kerala,India) and General Format.

The general format bill type supports 3 different types. 1. Show total Tax on bill,2.Show separate Tax on bill and 3.Show simple bill.

The VAT format will be designed according to the KVAT Rule in Kerala, India. This will support 3 Format of FORM 8 in the KVAT Rule.

1. Form 8 :- Bill Format for VAT Dealers and manufactures

2. Form 8.A :- Bill Format for VAT Dealers

3. Form 8.B :- Bill Format for VAT retailers

POS Print settings page is as shown in the Fig 86.

Fig 85: POS Print Settings Screen

POS 

Tax Category

Supplier Information

Counter

Country Information

Pole Display Settings

Setup Wizard

Tax Category     

Tax category menu is used to enter different types of taxes and the description of these taxes. This tax details can be included seperately when we add a new stock item.Provide tax name , description of taxes if any and click Add button. This will add a new tax category. There are also options for Edit and Delete tax category.

Tax category settings page is as shown in the Fig 87.

Fig 87: Tax category Settings Screen

Supplier Information  

Supplier Information menu is used to enter information about Suppliers. The details include Supplier Registration number,Supplier name,Supplier Address,Supplier phone and Email. There are also options for Edit and Delete Supplier Information.

Supplier Information page is as shown in the Fig 88.

Fig 88: Supplier Information Screen

Counter

This menu gives permission to user to show certain menus depending upon the country. In this menu you can add a counter for a particular user. After adding counter for a user,only that user have access to the particular counter. When Show All checkbox is ticked it will show all the counters added. Provide a Counter Name and existing userName and click on Add button to add new counter.

Add counter Window is as shown in Fig89.

Fig 89: Add Counter Screen

Country Information

This menu is used to add country name.It is useful to give permission to user to certain menus depends upon the country. If you select India ,then there is option for selecting your state. If you choose the option others,then you have to enter your country name in the textbox displayed there.

 

Country Information Window is as shown in Fig90.

 

Fig 90: Country Information Screen

Pole Display Settings

This menu is used to set hardware settings for pole display. In this menu you can set COM port (in which the device is connected),Baud Rate,Data bit,Parity Settings,Stop Bit and a timer Interval. When Enable Pole Display checkbox is ticked you can edit these values. There is also test pole display and in that you can fill the test value to be displayed on the pole display.

Pole Display Settings window is as shown in Fig91.

Fig 91: Pole Display Settings Screen

Setup wizard

This menu is used to invoke the POS setup wizard. POS Setup wizard run all important settings screen in one place so that you will get a chance to update all the settings in less effort. After completing each dialog box click on Next button to go to next dialog. If you need previous dialog then click on Back button. If you want to close the wizard before going to all dialog box Click on Close button. After completing all the dialogs click on Finish button.POS Setup wizard sets the default POS Settings for a user.

Setup wizard Settings

This menu is used to invoke the setup wizard. Setup wizard run all important settings screen in one place so that you will get a chance to update all the settings in less effort. After completing each dialog box click on Next button to go to next dialog. If you need previous dialog then click on Back button. If you want to close the wizard before going to all dialog box Click on Close button. After completing all the dialogs click on Finish button.


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