1
Download User Manual - EPOS 4 Excel
Transcript
2|Page Contents License Agreement ........................................................................................ 9 1. Introduction ............................................................................................. 10 What is EPOS 4 Excel? ....................................................................................................................... 10 System Requirements ....................................................................................................................... 10 2. Opening EPOS 4 Excel and Enabling Macros in Excel................................. 11 Opening the EPOS 4 Excel worksheet ............................................................................................... 11 Enabling macros in Excel ................................................................................................................... 11 Excel 2010 ......................................................................................................................................... 12 Excel 2007 ......................................................................................................................................... 12 3. Customising EPOS 4 Excel for your company ............................................ 13 Customising the logo on the sales screen ......................................................................................... 13 Customising the company logo and company details on the receipts ............................................. 14 Customising payment types, payment autofill and currency ........................................................... 15 Customising the sales data file settings ............................................................................................ 15 Choosing tax settings ........................................................................................................................ 15 Advanced Users: Cell protection and changing the E4E screen background colours ....................... 16 4. Setting up EPOS 4 Excel for use ................................................................ 17 EPOS 4 Excel data file settings (Essential) ......................................................................................... 17 Creating a product list (Essential) ..................................................................................................... 18 Installing the “Free3of9” barcode font (Optional)............................................................................ 19 Create an initial stock levels file (Optional) ...................................................................................... 19 Setting up a printer and printing receipts (Optional) ....................................................................... 19 Setting up E4E Security Settings (Optional) ...................................................................................... 21 Setting up Discount Reasons / Deals (Optional) ............................................................................... 21 5. Making sales with EPOS 4 Excel ................................................................ 22 Starting out ....................................................................................................................................... 22 Adding Products to the Sale.............................................................................................................. 23 Changing an item’s price ................................................................................................................... 24 Discounting an item’s price by a percentage .................................................................................... 25 Manually looking up a product’s code .............................................................................................. 26 Item Autocomplete ........................................................................................................................... 27 Using Quick Products Buttons........................................................................................................... 28 Deleting an Item from the Sale ......................................................................................................... 28 EPOS 4 Excel v1.7.3 Website: epos4excel.weebly.com ©Martin Stokley 2011-2015
