Wallmob OneStore POS, Getting Started

Page 1: ...GETTING STARTED This manual will guide you through the setup of your new Point Of Sale system You will also find answers to all your questions about your daily use of OneStore POS 0 ...

Page 2: ...es Gross margin Inventory Products Add product Categories Add categories Users Add user Create new users Permissions Settings Account Printers WELCOME This is your new cash register Your OneStore POS will be a focal point in your business so we recommend reading this manual thoroughly in order to optimally use the options the system provides The manual is divided into hardware setup system use fro...

Page 3: ...ITION Power cable Network cable Cash drawer cable Wireless network HARDWARE SETUP The following is an overview of setting up the system Here we will go over the setup step by step TO SET UP PRINTER AND CASH DRAWER ...

Page 4: ...er to printer The tension bar helps keep the paper in place 3 Close the printer Step Step TO ADD PAPER TO YOUR PRINTER CONNECTING THE PRINTER CASH DRAWER AND IPAD IMPORTANT THERE MUST BE ACCESS TO LAN AND WIFI NETWORK 1 4 2 4 ...

Page 5: ...Step The cash drawer will be set to the printer in step 3 and will thus be on the network Note If the printer is not connected to the iPad the cash drawer will not work either CONNECT CASH DRAWER TO PRINTER Finally turn on the power to the printer and everything works The power plug is connected to the last available plug DC24V in the printer 3 4 ...

Page 6: ... 1 Login 2 Press the BackOffice button 3 Choose Settings 4 Then choose Printers 5 The program automatically searches for all available printers When it has found the printer choose the desired function and you are now ready to print receipts for example Everything is now set up and you can start using your OneStore POS TO GET THE PRINTER AND CASH DRAWER TO COMMUNICATE WITH THE IPAD THE IPAD MUST B...

Page 7: ...the printer 2 Move the partition so the label roll fits CHANGE RECEIPT PRINTER TO LABEL PRINTER To add label rolls to the printer Important You must turn off the printer before switching between label and receipt printer YOU ARE NOW READY TO PRINT LABELS How to print labels can be seen here ...

Page 8: ...e scanner is on you can connect the scanner to the iPad 1 Press Settings on the iPad 2 Select the menu item Bluetooth 3 The iPad automatically searches for the scanner Name on device iOS Socket 7Xi 4 Choose the scanner to connect to the iPad CONNECT SCANNER TO IPAD To scan your labels you must connect the scanner to the iPad ...

Page 9: ...ory settings Scan this code KEYBOARD If you are always seeing the keyboard on the iPad Scan this code and it will disappear RESTART SCANNER Sometimes the scanner may require you to restart it Restart the scanner by scanning one of the following QR codes ...

Page 10: ...USER INSTRUCTIONS To use the POS you must log in In the following steps you can see how to log in ...

Page 11: ...login STEP 2 3 2 Here you choose which cash register you want to use this device as If you have multiple cash registers you will have the option of choosing which one When you have chosen a cash register this iPad will be connected to the selected cash register LOGIN FOR THE FIRST TIME For at bruge POS et skal du logge ind Du kan i de følgende trin se hvordan du logger ind ...

Page 12: ...he first time you will only see your own name Your code the first time will be 1 2 3 4 This image will be the image you see every time you log out YOU ARE NOW LOGGED IN and you will now be ready to open your store ...

Page 13: ... OPEN CASH REGISTERE Every day you will be asked how much cash you have in your till When the day is over you can see whether your cash register agrees with what you have sold in cash in card payments and what is in the cash register YOUR STORE IS NOW OPEN and you can start selling your products ...

Page 14: ...POS Here is an overview of what the different buttons mean and what their functions are ...

Page 15: ... search in your products 5 SEARCH This shows all products you have added to the POS Read more 6 PRODUCTS If there are more products than can be shown you can scroll between the products 7 MORE PRODUCTS You can segment your products by selecting a category 8 CATEGORY Here you return products Read more 9 RETURN Here you can add a discount Read more 10 ADD DISCOUNT Here you can manually add product R...

Page 16: ...the till In the following steps you can see how you count your till in the POS p EOD STEP BY STEP Step 1 Here you enter the amount you get from your card terminal 2 Then press next EOD END OF DAY CLOSE REGISTER HOW TO COUNT YOUR CASH BALANCE 1 5 ...

Page 17: ...ext Step 1 Here you enter how much money you put in the bank 2 Then press next Step 1 You will now be able to see if the register agrees If the register does not agree you can choose to recount or just acknowledge the error and exit by pressing close register 2 5 3 5 4 5 ...

Page 18: ...ike this and you now have the option to enter an e mail to receive the report Remember to exit with the green button close registern EOD The register is now closed and you now have to open the register again before you can start selling products 5 5 ...

Page 19: ...Here you can see who is logged in 1 To log in choose your own name and enter your personal code PROFILE CHANGE USER To be able to see who is selling what it is important to log in to your own account ...

Page 20: ...ottom of the screen You also have the option of changing the pattern in which your products are presented Try pressing one of the buttons after the search field ADD PRODUCT STEP BY STEP Step 1 Press on a product to add it to your receipt SELL PRODUCTS To be able to sell a given product you must add it to the receipt 1 3 ...

Page 21: ...You must than choose a product variant for example whether you are selling a size 36 37 or 38 Step 1 When you have chosen a variant it will be added to your receipt ADD A PRODUCT TO YOUR RECEIPT You have now added a product You can now add more products or go to payment 2 3 3 3 ...

Page 22: ...1 When you press the return icon there will be two different methods of making a product return depending on whether the product is managed in inventory This is example 1 with inventory management Important When you have pressed the return icon all prices change to negative which is shown with a minus in front of the price Only after pressing the return button again will you be able to make regula...

Page 23: ......

Page 24: ... the return button then the manual product button and then enter the amount to be returned Specify a reason for the product being returned for example T shirt was too small PRODUCT RETURN You can now make returns in two different ways 2 2 ...

Page 25: ...ou can add a discount by pressing the icon ADD A DISCOUNT 1 Choose between percentage or cash amount 2 Enter the percentage or amount 3 Optional Enter a reason for the discount ADD DISCOUNT ADD DISCOUNT ...

Page 26: ...a product manually by pressing the icon ADD A PRODUCT MANUALLY 1 Enter the amount of the product 2 Enter the number of products 3 Optional Enter the name of the product ADD A PRODUCT MANUALLY ADD A PRODUCT MANUALLY ...

Page 27: ... changing your receipt by pressing the desired product KVITTERING TRIN FOR TRIN Step 1 Tryk på det produkt du vil ændre RECEIPTS HOW THE RECEIPT WORKS You have the option of editing your selected products on the receipt 1 4 ...

Page 28: ... choose to give each product a discount by pressing Discount Step 1 Enter a reason for the discount 2 Enter the percentage or cash amount Step 1 This shows how a product looks with a discount added 2 You have the option of deleting the discount by pressing the minus button 3 However if you want to change your discount press the reason 2 4 3 4 4 4 ...

Page 29: ...en the desired products press Sale to complete the payment SÆLG TRIN FOR TRIN Step 1 Press TOTAL to match the total sales price 2 If the customer does not have correct change enter the amount paid SALE HOW SALES WORK 1 4 ...

Page 30: ...re paying by card or cash 2 It is also possible to pay in multiple ways called a split payment For example EUR 300 cash and EUR 75 on a card 3 First enter EUR 300 and then press Cash then press Tender 4 The remaining amount will be shown at the top In this case DKK 75 to be paid on a card 5 If you want to cancel the transaction press Void 2 4 3 4 ...

Page 31: ...Step 1 The payment is now complete You can now choose to send the receipt to the customer if they want 2 If not press Clear payment and the receipt is automatically printed 4 4 ...

Page 32: ...wer 3 OPEN REGISTER 4 PROFILE Here you can see everything having to do with your sales Read more 6 SALES Here you can see your key ratios in a visually clear concise way Read more 7 KPI Here you can see your inventory and create new categories and products Read more 8 INVENTORY BACK OFFICE HOME Here is an overview of your Back Office This is where your entire store is managed ...

Page 33: ...Here you can see a short introduction to the various functions Read more 5 HOME SCREEN Here you can see your employees create and manage users of the system Read more 9 USERS Here you can set up your printer andequipment and manage your OneStore account Read more 10 SETTINGS ...

Page 34: ...les Read more 1 SALES Here you can see your turnover Read more 2 TURNOVER Here you can see all your sales You can open each sale and reprint a receipt if the customer wants Read more 3 ORDERS SALES Under the point SALES you can see everything about your sales ...

Page 35: ...OOSE DATE Here you can see how the graph for your turnover looks 3 GRAPH If you press one of the blue dots you can see the turnover for the selected point 4 INFORMATION Here you can see the sales hour by hour on a given day 5 HOURLY SALES Here you choose the day for which you would like to see hourly sales 6 CHOOSE DATE SALES TURNOVER Under the point SALES you can see how your sales are going ...

Page 36: ...cy that was used You can also see which products were purchased at the same time You also have the ability to print a new receipt 1 LIST Here you can see all your sales If you press on a line You can see which products have been sold 2 LINE ORDER SALES ORDERS Here you can see all your sales in any order ...

Page 37: ......

Page 38: ...GE SALES Here you can see which products have high or low earnings This gives you daily insight into whether there was a focus on selling products which earn money Read more 2 GROSS MARGIN KPI Here you can quickly get an overview of how your business is going using some important Key Point Indicators ...

Page 39: ...customer spends in your store on 3 GRAPH Here you can see your total sales for the selected period Read more 5 TURNOVER Here you can see how many transactions you have had in the selected period Read more 6 TRANSACTIONS This shows what a customer has spent on average in your store Read more 7 AVERAGE SALES KPI AVERAGE SALES Here you can see an overview of how much a customer purchases in your stor...

Page 40: ...average If you press one of the blue dots you can see the turnover for the selected point 4 INFORMATION ...

Page 41: ... best performing products 2 BEST GROSS MARGIN Red 4 worst performing products 3 WORST GROSS MARGIN A list of the contribution margin of all products sold 4 ALL GROSS MARGIN KPI GROSS MARGIN Here you can get a quick overview of products with highest and lowest contribution margin ...

Page 42: ...an see all your products and add new ones Read more 2 PRODUCTS Here you can see your categories and create new ones Read more 3 CATEGORIES INVENTORY Here you have access to an overview of your inventory You can manage it by adding categories and products and editing the existing inventory ...

Page 43: ...ich a specific product belongs Read more 3 CATEGORIES This shows the value of the selected category 5 AMOUNT This describes what you can see about each product 6 LIST Here you can see the product and the information associated with it Read more 7 PRODUCT INVENTORY PRODUCTS Here you can see all your products You can edit them and create new ones ...

Page 44: ...This shows the number of units in the selected category 4 QUANTITY If you press the small pencil you have the option of editing the selected product 8 EDIT ...

Page 45: ...green you can create add a new product to your store SET UP A PRODUCT STEP BY STEP Step 1 First give the product a name ADD PRODUCT HOW TO SET UP A PRODUCT In the following steps you can see how to set up a product 1 3 ...

Page 46: ...our to the product Step 1 Then enter what you purchased the product for excluding VAT 2 Then what you are selling the product for including VAT 3 If you have the product in different variants you can set them up under the product 4 If you press the printer icon you can print labels for your products ADDED PRODUCT You have now added a product You can now to the front end and see it And start sellin...

Page 47: ...egories 2 CATEGORIES You can edit your categories by pressing the small pencil Note If you change the name of a category all the products you already set up under the category will now only be under the new category name 3 EDIT INVENTORY CATEGORIES Here you can see all your categories And add new ones ...

Page 48: ...the name you want to give a category 2 You have the option of creating a main category for example T shirt and then a sub category which describes the brand for example Samsøe Samsøe 3 Then press Add and the category is added CREATE A CATEGORY CREATE A CATEGORY Here you can see how to create a category 1 1 ...

Page 49: ...Here you can see your users create new ones and delete old ones 2 CREATE USERS Here you manage what the different roles and rights Youcan edit the settings later you can also do it here 3 PERMISSIONS USERS Here you can see and manage your users ...

Page 50: ...1 CREATE NEW USER Here you can see the position role the employee has been assigned 2 SELECT ROLE Name of the employee 3 NAME If you press the small pencil you can edit information on your employees 4 EDIT USERS CREATE USERS Here you can see all your employees ...

Page 51: ...press the green plus sign to create a new user CREATE A USER STEP BY STEP Step 1 Enter the name of your new employee CREATE A NEW USER CREATE A NEW USER In the following steps you will learn to create a user 1 3 ...

Page 52: ...number and e mail of your employee 2 It is important that you assign your employee a unique code because this is the code your employee will use to log in to the POS YOU HAVE NOW CREATED A NEW USER Your new employee has been created in the system and can now log in 2 3 3 3 ...

Page 53: ...he functionalities you have given permissions to 2 FUNCTIONALITIES You can give permission to view or edit in an area in back office by ticking the white fields for a given role 3 PERMISSIONS USERS PERMISSIONS Here you can manage the rights your employee will have in back office ...

Page 54: ...and the store Read more 1 ACCOUNT Here you add for example printers or other equipment Read more 2 PRINTERS Here you have the option of logging out of the application or switch to a different register 3 LOG OUT SETTINGS Here are the settings for your store ...

Page 55: ...Here you can see the e mail connected to OneStore POS This is what you need to log in to the POS 2 LOGIN E MAIL Here you can add your own text to the receipt s header 3 RECEIPT HEADER Here you can add your own text to the receipt s footer 4 RECEIPT FOOTER SETTINGS ACCOUNT Here you can see the settings for your store ...

Page 56: ...r then remember to tick the functionality you want the printer to use 1 MY PRINTERS Below are shown all the printers available in your network To use one or more of them tick the desired functionality 2 OTHER AVAILABLE PRINTERS SETTINGS PRINTERS Here you can add a printer cash drawer to your iPad ...

Page 57: ... over this register 1 ACTIVE REGISTER To the far right is a switch symbol where you can log out of the current account This can be advantageous if the iPad must be used as a substitute in another store for example 2 ACTIVE ACCOUNT SETTINGS LOG OUT Here you have the option of logging out of the application or switch to a different register ...