SiPOS Operators Manual

SiPOS Operators Manual


About

SiPOS (System Integrated Point of Sale) is a back-of-house POS application used in office environments to manage account sales, member functions, and additional revenue not processed through venue outlets. It also includes a quotation mode that allows users to create, revise, track, and invoice quotes. This manual serves as a quick reference guide for SiPOS users.



 Table of Contents

Page #   
  Section 1 – Getting Started      
  Introduction    7  
  The SiPOS Sales Screen    8  
  Section 2 – System Configuration      
  Configuration and Settings Menu    10  
  Section 3 – Using SiPOS      
  Performing a Sale on SiPOS    15  
  Performing a Sale to a Debtor Account on SiPOS    16  
  Adding a new Debtor Account    18  
  Updating a Debtor Account    19  
  Paying a Debtor Account    20  
  Pay Account Invoice    20  
  Unassigned Payments    22  
  Transfer Payment    24  
  Guest Charge    25  
  Manage Guests    25  
  Add Member    25  
  Update Member    25  
  Member Status    26  
  Member Transaction History    27  
  Transfer Points between Cards    28  
  Points Adjustment    28  
  Print Account/Tax Invoice    28  
  Print Account Statements    29  
  Print Account Invoice    30  
  Reprint Receipt    31  
  Reprint Packing Slip    31  
  Reprint Tax Invoice    32  
  Invoice Printing    32  
  Till Payout    33  
  Transfer Stock    34  
  X- Read and Y-Read    34  
  Log off User    35  
  Section 4 – Using Quotes      
  Introduction    36  
  The Quotations List Window    36  
  The Quotations Screen    38  
  Quotation Types    39  
  Creating a Quote    40  
  Creating a Quote Revision    42  
  Creating an Order    45  
  Taking a Deposit for an Order    47  
  Converting the Quote to Invoice    48  
  Creating a Back Order    51  
  Creating a Pre-Invoice    53  
  Recalling Quotes from Exceed    55  



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