SIOGES/pro SIOGES/one
2.4 Quick User GUIDE
SIOGES
one/pro
Index Copyright This publication, including all photographs, illustrations and software, is protected by international copyright laws, with all rights reserved. No part of this manual or the materials contained in this document may be reproduced without the written consent of the author.
Clarification The information contained in this document is subject to change without notice.
Revision history 2.10 Version. Septiember 2010 2.30 Version. February 2011
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General Aspects
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Setup Wizard
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Login Screen
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Sales Operations
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Tender Operation
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Search
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Daily Cash
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Documents
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Reports
21
Information Backup
24
Exit Application
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SIOGES
one/pro General Aspects
A) Action Buttons In SIOGES you will find a series of buttons that are repeated on all screens:
C) NOTICE messages
Exit. This button allows you to go to the previous screen. Help. This button displays the online help. Keyboard ON. This button indicates that the onscreen keyboard is active. Press to clear. Keyboard OFF. This button indicates that the onscreen keyboard is disabled. Press to activate. Previous Page. Shows previous page. Next Page. Shows next page. Inserts new record. Edit the selected record. Delete the selected record.
Information message.
Warning message. User must correct something.
Program error message.
D) DATE Selector If you click on the icon to the left of the filters by date, you can select: • • • • •
No DATE filter Filter by year Filter by month Filter by day Filter between two dates
B) Onscreen Keyboard
E) Screen grids
Whenever you have the keyboard button on, to be placed in a text edit field appears on screen virtual keyboard.
Clicking on a column header, you can sort the information by the value of the selected column. If you drag the column header to the upper grid data can be grouped by the selected column. Press the buttons above and below the scroll bar to move between records and to display a menu allowing you to print and export the information from the grid.
Depending on the type of information you can enter, display a full keyboard or keypad.
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SIOGES
one/pro Setup Wizard
When you first start the program displays a wizard that guides you through the setup process. In the wizard, you can configure the following items:
A) Selecting program language Select program language.
B) Entering the program registration key
Enter the activation key of the program. If you have internet connection, the process is automatic. Otherwise, contact your dealer.
C) Setting date and time
G) Definition of business data and selecting the type of ticket
Enter your business information, customize the ticket by entering your logo and text of the foot of the ticket and choose among the three models printed ticket. Press the print button to get a sample print of the selected format.
H) Configuring currency
Choose which is the currency you want to work.
I) Configuring tax
Check if the taxes have been created correctly. You can modify or create new taxes.
Check the date and time of the computer are correct. Otherwise, enter the new values.
J) Define whether the prices include VAT
D) Region selection
K) Configuration of payment methods
Select the region of its business. This process automatically creates the taxes associated with their region.
E) Business Model Selection
Select the most closely business model.
F) Device configuration
Configure the devices you want to work. The devices able to configure are: • • • • • • • •
Receipt printer Cash drawer Up to 3 Kitchen printer Magnetic stripe reader Barcode scanner Customer Display Scale NANO Device
Indicate whether your prices include taxes.
Set up payment methods allowed in your business (by default the program comes with the cash payment, credit card, deferred payment and ticket restaurant).
L) User Settings
Create the users allowed to use the program and set permissions for each user. It is not mandatory but it is recommendable to assign each user a password.
M) Have Differentiations?
Indicate if your business works with differentiations in products (eg sizes and colors).
N) Differentiations
If your business works with differentiation, believes in this display various settings.
O1) Have Classifications?
Indicate whether you need to associate classifications to products.
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SIOGES O2) Classifications
Create on this screen classifications you can assign to products in the future, to extract statistics for classification.
P1) Have Modifiers?
one/pro W) Discounts
Set ticket discounts available in your business.
X) Customers
Indicate whether you need to associate modifiers to products.
Create customers and assign each a tariff and, optionally, a discount.
P2) Modifiers
Y) Suppliers
Enter in the program modifiers to assign product you want to sell.
Q1) Have Production Groups?
If you will need to define groups of production (needed to manage production printers).
Q2) Production Groups
Define production groups assign to products. Each production group will be assigned a production printer.
Create suppliers and assign each a tariff and, optionally, a discount. You can access this information again by pressing the Settings button from the sale screen. From the Settings button, you can also access:
a) Adv. Tariffs
R1) Have Pack Types?
Indicate if you are selling pack type products (eg menus).
From this option you can change the prices of items more quickly (in screen will display a spreadsheet in order to change prices without having to modify article by article).
R2) Pack Types
b) Change ADMIN password
If your business works with packs (eg menus), define the types of pack.
In this option you can change the Admin password.
S) Families & Items
In this option you can manage the program link with NANO handheld devices. You can do the following:
Create the families and items.
T) Tariffs
Create, modify and delete tariffs. Modify product prices in each tariff.
c) NANO Setup
• Enter the license code from your NANO antenna. • Pairing devices with NANO antenna. • Synchronize data from the program to the antenna.
U) Consumer Areas & Tables?
Define if your business has areas and consumption tables.
V) Tables
If your business have consumer areas and tables, create in this screen. You can define the local levels in a completely visual way.
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SIOGES d) Utilities
As utilities you can: • • • • • •
Backup Data Restore Data Erase all sales Erase ALL PROGRAM INFO Excel information EXPORT Excel information IMPORT
e) Additions parameters
As addional parameters you can: • • • • • • •
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Group the receipt lines by item Prompt for covers number in any new receipt Prompt for user in any new receipt Compulsory tables Automatic item in any new receipt Show items stock in sales screen Print kitchen receipt if table is not assigned.
one/pro Login Screen This screen will show you before entering the sale screen. Select the user. If the user does not have a password, you will login automatically. If the user has a password, mark it on the numeric keypad on the screen and press the Enter button to access the sale screen. From this screen you can also update your version ONE license to PRO version.
By default, the Admin user0s password is 5555. Use the Change Admin User Password to change it.
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SIOGES
one/pro Sales Operations
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SIOGES
one/pro
A) Actions Area: This area shows all buttons related to program operations.. Setup. Access the configuration screen.
Reports. Show program reports.
Documents. Access orders and invoices.
Daily Cash. Access to daily cash and cash movements.
Search. Seach items and tickets.
Customers. To assign customers to tickets.
Tariffs. Changes ticket tariff.
apply discounts to the ticket lines. • Change Price. This option lets you change the price of the item on the ticket if the item is defined as free money or free price provided by the user and the user has permission to change prices for items. • Change Name. This option allows you to edit the item name on the ticket. Available if the user has permission to change the name of the item. • Delete Name. This option allows you to delete the name change. • Apply Invitation. This option lets you apply a 100% invitation to the line of ticket. • Delete Invitation. This option allows you to delete the invitation of the ticket line. • Modifiers Allows to set modifiers in the ticket line. • Supplements Allows to set supplements in the ticket line. • Modify Pack. If the item is a Pack, this option let you modify the pack. • Increase or Decreate 1 unit.
B) Families & Items Area:
D) On screen keyboard Area
Press over Familie button for select. Press over Item to insert on receipt. Press over and hold for over 1 second on item to show a special actions menu.
Just below the ticket appears on screen keyboard.
C) On screen ticket Area: At the top is the head of the ticket with every ticket summary information. Below appears all the ticket lines. Green shading shows the last item entered and displayed blue shading the articles that have been renamed. If you click on the header of the ticket on the user’s icon, you can change the current user. If you click on any other part of the ticket header may change the number of covers. If you click on one of the product lines you will see a menu with the following options:
• If you enter a number and press enter, the program will search the number in the bar code and if found will introduce. If not located, look for an item that matches the code number entered and if he will introduce located. If the two mechanisms fail, indicating that the article does not exist and ask the user if they want to create. • If you enter a number, the asterisk symbol and another number, considers the number on the left of asterisk as quantity and number to the right of the asterisk as a search code and apply the previous item. • If you enter a number and click on a product button, interpret the number as amount. • If you enter a number and click on a ticket line, replace the amount of the ticket line for the number entered. • If you enter a number and the percentage symbol and click on the ticket line, apply the number as percentage discount. • If you enter a table number, and click on the parked tickets area, the ticket will be recovered or new one is created if the table does not have assigned ticket.
• Delete line. This option allows you to delete the ticket line. Available if the user has permission to delete lines. • Delete discount. This option allows you to delete a discount applied to a ticket line. Available if the user has permission to
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SIOGES
one/pro G) Other Actions
Other Options: Press to delete ticket.
Press to hold ticket.
Press to fast tender (*).
Press to charge ticket.
Click the Actions button if you want to access special actions. This button will display a menu screen allowing you to perform the following operations:
(*) If you have a value entered on the keyboard, is used as the amount paid, if not imply that the customer pays the exact amount. The program will print the ticket (if the payment option is enabled on the print button) and open the drawer displaying a message on screen if there is change.
Press the cash drawer button if you want to open the cash drawer. Can only open the drawer users who have permission to open drawer.
F) Parked tickets Area
Press Reprint the last ticket if you want to print the last ticket charged.
If you have not configured the program to work with areas of consumption and consumption tables, you will see a keypad with numbers of parked tickets: Click on one of them to recover. If you have configured the program to work with areas of consumption and consumption tables, you will see a keypad with the identified areas and color. If color is green, the area has no tickets parked. If orange, the area has parked tickets.
Press todo enter quick cash movement.
Press to print a ticket proforma. Press the Exit button if you want to close the sale screen and return to the login screen. From the login screen, you can close the program.
If you press the red remarked button, you can access quick ticket list screen.
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SIOGES
one/pro
Tender Operation
Search By accessing the search screen from the sale screen, you can locate an item by entering the code, bar code or part of the name, can check the current stock price and sales. Once you have located the item, you can insert the ticket by pressing the OK button. You can also find tickets earlier so that they can display on screen, and even pay reprint.
Daily Cash The Daily Cash button wil display the Daily Cash screen. On this screen you can: • • • •
From the tender screen you can perform the following operations: Press this button to split the ticket.
Press this button to apply a ticket discount.
Press this button to assign a customer to the ticket.
Press this button to open Cash Drawer.
Press this button to return to sales screen.
Press this button to print a ticket proforma.
Press this button to cash, print and close ticket.
Enter the amount on the numeric keypad and click on a payment to insert the line. Press
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Reviewing previous daily cash reports Enter charges and payments from current cash Print previous daily cash reports Close Daily Cash Report (cash count)
When you enter the screen, you will see a list of the Daily Cash reports for the selected date range. You can only edit (enter receipts and payments) and Close the open Daily Cash Report (the current Daily Cash report). Pressing the Edit button, you will see a screen with a list of receipts and payments entered. Press the right buttons to insert new moves, modify or delete existing movements. Pressing the Close button, access the Close Daily Cash Report screen, (similar to the tender screen) Enter the amounts and payment methods. Once completed, press the OK button and will have completed the cash count.
to finish tender.
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SIOGES
one/pro Documents
From this screen you are able to: • • • • • •
Create and edit purchase order proposals Create and edit purchase orders Create and edit purchase invoices Stock inventories Print current stock Print stock movements
A) Order proposals, orders & invoices
The difference between order proposals and orders is that the proposal does not take into account the dealer from whom purchased. Create order proposals and convert to orders (order will be created for each provider). Once you get your merchandise, you can convert a purchase order on an purchase invoice to avoid having to enter it again.
B) Stock inventories
Reports SIOGES/one & SIOGES/pro, feature lists and statistics to manage your business efficiently.
A) SIOGES/one Reports • • • • • • • • • •
You can inventory your goods and then enter on the program. The mechanism of introduction of an inventory is identical to the introduction of orders and invoices.
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C) Print current stock
• •
D) Print stock movements
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This option will display the current stock of all products. You can print, export to PDF and Export to EXCEL listing. This option will display the movements of stocks made in the program (inputs and outputs) for the selected date range. You can print, export to PDF and Excel export to the list.
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Families list. List of Families. Items list. List of Items. Customers list. Listst of customers. Suppliers list. List of Suppliers. Tariffs list. Listing of buying and selling rates. Tickets list. Summary of tickets for a period of time defined by the user. Monthly Sales. Summary of sales grouped by month for a period of time defined by the user. Items Dales. Summary of sales grouped by items for a period of time defined by the user. Tender Media Sales. Summary of sales grouped by means of payment for a period of time defined by the user. User Sales. Summary of sales grouped by user fee for a period of time defined by the user. Tax Sales. Summary grouped by sales tax for a period of time defined by the user. Fiscal Sales. Summary grouped by sales tax for a period of time defined by the user with a picture of bases and taxes from total sales. Daily Tax. Daily summary of sales grouped by type of tax. Z Repport. Summary of sales, sales of payment per item, per household and tax for a day selected by the user. It is printed on the ticket printer. Electronic Journal. Showing ticket to ticket for a period of time defined by the user. Can be printed on the ticket printer or exported to a text file.
B) SIOGES/pro Reports Addition to the lists and statistics of one version, the Pro version adds the following statistics: • Yearly Sales Comparison. Shows a graph comparing the sales for months of a year over previous year. • Monthly Sales Comparison. Shows a graph comparing sales days in a month over the previous month. • Customer Debts. Displays customer debts. Lets get a detailed
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SIOGES billing and customer sales. • Tariffs Comparison. Lets compare two rates for cash and margin percentage. • Profit. Displays a summary of benefits for a period of time defined by the user. • Customer’s Sales. Shows the amount of sales per customer for a period of time defined by the user. • Recepipts per Customer. Shows the number of tickets per customer for a period of time defined by the user. • Media Receipt. Shows the average ticket amount for a period of time defined by the user. • Invitations. Displays the units and the amount of invitations for a period of time defined by the user. • Hourly Sales. Shows sales per hour for a period of time defined by the user. • Classifications Sales. Sample sales for a period of time defined by the user grouping amounts by classifying items. • Pending Coupons. A breakdown of the vouchers that are waiting to be used.
one/pro
In the PRO version, you can also export to PDF and EXCEL format.
Some of the report show the results in grid format data and other reports include a graphical display of data:
All reports can be printed by selecting the Print option.
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SIOGES Information backup It is very important to perform daily backups of data from the program. For backup process you can access the configuration screen, choice of utilities, or to exit the program. Selecting “Make Backup�, the program will display a window where you can select the directory to save it. Whenever possible, store your backups on a USB key.
one/pro Exit application When you exit the program displays the following window:
This window tells you the date when you performed the last backup.
In order to recover a backup, access the setup screen, select option profits and Restore Backup. The program will display a window where you can select the backup to restore. The restore process automatically restarts the program.
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Press Perform Backup Copy whether to make a backup before exiting the program. Press Exit the application if you want to close the program and exit to Windows. Press Shutdown the Terminal if you want to close the program and shutdown your computer.
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For more information on the different features offered by SIOGES/one and SIOGES/pro you can go to web page:
www.sioges.com You can also check the online version of the full user manual by visiting the Web page:
www.sioges.com/manual24