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Operation

Short description

The cash register module extends your EULANDA® merchandise management with a fully-fledged cash register workstation. You can use any PC that meets the technical requirements.


In addition to normal PCs, a special POS PC such as the 8100 POS terminal from Jarltech Designer Kassen from AURES can also be used. The cash module extends the basic license and can be used on all licensed workstations.


The input mask is optimized for the cash register function by the extra-large font and was designed in such a way that the input is supported meaningfully by touching the screen surface (touch screen support). The direct connection to the EULANDA® stock booking system also allows the sale of articles with serial numbers. The EULANDA® cash register is integrated into the EULANDA® information system and linked to the statistics.

Operating the cash register

 

Checklist for initial commissioning

The following is an overview of the most important first steps. Once all points have been processed, the POS system is ready for use.

 

  1. Creating the Standard Customer
  2. Create at least one cashier
  3. Installing a receipt printer


Optionally, you can adjust the following items:

  1. Create a withdrawal article
  2. Editing the receipt foot
  3. Creating quick articles
  4. Installation of a cash register display

For a detailed description of the procedure, see this documentation.

First operation

You will find the checkout module on the left side of your quick start bar. The POS receipts, settings and the POS itself are stored there as icons. When "Settings" is used in this documentation, it refers to the settings in the POS system and not to the "central settings" under the "Accessories" quick-start point.


Before we start the actual setup of the cash register, create two addresses in the address module. Click on the PLUS symbol in the toolbar or press CTRL+N. To save the address, click the check mark in the toolbar or CTRL+ENTER on the keyboard.


The first address is the standard customer to which the POS sales are to be assigned. Enter here as "Matchcode" and "Name 1" e.g. "CASH CUSTOMER" or "RUNNING CUSTOMER". You can also make further specifications, but these are optional.


Second, you create a cashier. The "Matchcode" and "Name 1" must be filled in here as well. For example, enter"CASHIER". You can also create additional cashiers with their real names if required.


We now create the actual cash register. To do this, open the "Checkout" tab in the Checkout settings and
use the "New" button to add a new checkout. An existing cash register can be modified using the"Change" button in the settings.

Illustration: Create new fund

Enter a suitable name for the fund. For example, "kiosk" or "main cash desk".


Select the default customer in the settings below. To do this, click on the button with the three dots and in the following search window select the address that was created in the previous one ("CASH CUSTOMER").

Illustration: Running customer address

These were the main basic settings. You can now complete the cash register settings via the "Save" button in the upper area.

Teller


Now switch to the "Cashier" tab in the settings. Click on the "New" button and then on the button with the three dots to the right of the "Matchcode" field. Select the cashier address you created previously. Complete your entries by clicking the "Save" button.


POS display


If you work with a customer display, if it is supported, you can also set it up in"Settings". There you can select the POS, the COM port and the display driver. For details, refer to the"Cash register display" section in the"Cash register settings" chapter.


Hardware support


The POS supports various hardware such as barcode readers, touch screens, customer displays, receipt printers and POS displays. For the current list, please refer to the chapter Technical requirements.
Below are links with videos of the different models.

Model YUNO: to the product video


Tochscreen support


The EULANDA® cash register module supports a touch screen. For this purpose, large short cut keys for articles are offered, but also numeric input fields for entering quantities and prices and the possibility to display a software keyboard which allows the input of article numbers. Use the"View" menu to display the keyboard.

 

Operation of EULANDA

The procedure and operation of the actual checkout procedure are described in detail in the chapter entitled"Operating the POS System".


This chapter, on the other hand, describes the parts of general operation that are required to maintain POS master data, such as articles, prices and customers, or to create a goods receipt.


For further information, please refer to the main manual or the online help.

Path of action

In EULANDA you can switch directly from one program module to another using the event control. Each program module can perform different actions (scrolling, selecting, creating, deleting, changing, etc.). In addition, it is possible that the modules are nested, i.e. actions can be performed in one action.

Illustration: Order in Browse Mode

In order to obtain the necessary orientation and security, the respective action path is shown in the upper left line.
The address is in scroll mode; this means that several addresses were found during the search, and you can now select the desired address with the cursor keys.

Action boxes

Selection boxes (combo boxes) can also be selected using the keyboard. To do this, press the ALT+ARROW DOWN key in the selection box field. Typing a single character selects the corresponding entry in the list that starts with that character. If you enter several characters in quick succession, you can also search for longer character strings.

Illustration: selection box

Browser

The list display

From the scroll mode, you can call the data browser (=list), i.e. the list display, with the key combination CTRL+ENTER or via the browser symbol in the toolbar. The displayed fields, column widths and size can be freely adjusted. The setting is stored individually for each user in the SQL registry. The user is determined by the login name and does not necessarily have to match the SQL user.

Illustration: List position of the browser

Sorting the list

The list is sorted by clicking on the corresponding column header. A second click on the same column reverses the sort order. The sorting is not saved. When you call up the list display again, simply click the desired column.

Illustration: Moving columns

Multi-level sorting

The list is sorted by clicking on the corresponding column header. A second click on the same column reverses the sort order. The sorting is not saved. For large volumes of data, it can make sense to sort in two or more levels. Suppose you want to display a list of all items that a particular customer has purchased. This list should be sorted by item number and date of purchase. First select the desired customer in the master data. Now call up the information system CTRL+I and open the following subfolder: Articles - Purchased - By Date - Total.


You receive a list of all invoice items for this customer. If you want to display the same items by date, proceed as follows:


- First click on the column "Date"
- and second on the column "Item number".


The list is now sorted by item numbers. Within the same article number, however, the list remains sorted by date, because it was already sorted by date by the first click.


Qualities

The following browser properties are saved depending on the user.


Changing the field position


The field position is changed using drag & drop. To do this, click on the field to be moved in the title bar and move it to the desired position while holding down the mouse button.

Remove and add fields


The right mouse button on the browser's title bar opens a properties menu where you can delete and add fields.


After changing the browser, the new configuration is automatically saved for the current user.



Illustration: Add new spade

Change column width

The column width can be changed by moving the mouse between two headings. The mouse pointer changes its symbol so that this function is displayed. Keeping the mouse button pressed down, drag the field width according to your requirements.

Illustration: Widen columns

To Clipboard (for Excel®)


Here the current browser, i.e. data including the header line, is copied to the clipboard. This data can be inserted directly into other Windows applications, for example in Excel®, with CTRL + EINF. The format of the clipboard is specially designed for display in Excel® and contains field separations. For further export options, refer to the chapter entitled"Data Exchange" in the User's Manual.

Illustration: Transfer browser content to Excel

Save as default


Each browser is stored in the network on a user-specific basis. If a new user logs on to the network, he first receives a copy of the standard browser. These standard browsers are created with the installation of EULANDA®. With this menu item the respective standard browser can be overwritten - i.e. changed. Saving as a standard browser has no effect on existing users.

Browser Print


With this option the current browser content can be output via the Windows standard print dialog. During printing, the column widths are recalculated so that the output may differ optically.

Entering and changing data

If you want to change a data set that is currently displayed, press the ENTER key or select the editing symbol (triangle with pointing upwards) from the toolbar.


The fields are then highlighted in yellow. With CTRL+ENTER or the blue checkmark at the top you can save the changed data set.

Illustration: Change Address

Input in text fields

If you would like to enter a new address, which you have received e.g. by e-mail, there is a simple possibility with which you can do this very quickly.


To do this, copy the desired address including telephone number, e-mail address, etc. Then create a new empty address with CTRL+N or the "plus sign".


Now go to the first field you want to fill and press SHIFT+DOWN ARROW. EULANDA offers you the previously copied address sorted by fields. Simply select the desired part of the displayed address, confirm with ENTER and go to the next field.

This saves a lot of time when creating new addresses.

Illustration: Change address with clipboard

Entry in article and item long text in bold type


Certain text markups are also possible in the article long text and in the item long texts. These include bold, italic, and five sizes of headings. To mark a text area, one of the following character strings must be inserted before and after the text:

 

  Before the text After the text
bold print <b> </b>
italic print <i> </i>
underline <u> </u>

Headline 1 (very large)

<h1> </h1>
Headline 2 (large) <h2> </h2>
Headline 3 <h3> </h3>
Heading 4 <h4> </h4>
Headline 5 (small) <h5> </h5>
Change Scch font <font> </font>

Sample text

<h1>a very large heading</h1>


<h4>a small heading</h4>


In normal continuous text, <b>bold</b>, <i>italic</i> or <font face="courier new">other font</font> are also possible.


A simple list:


<ul><li>green</li><li>blue</li><li><li>yellow</li></ul>



is represented as follows:

  • spades
  • azure
  • amber

Input in number and amount fields

Numerical values are entered without thousand points. The national symbol is used for separation. So in Germany and Austria the comma.


The current field value can be loaded into the calculator by pressing the F6 key twice. There you can perform almost any calculations and transfer the result back into the field with CTRL+ENTER.

Entry of date values

In addition to the standard date format, EULANDA® also allows date entry in abbreviated notation, as well as the entry of calendar weeks and abbreviations for "Today", "Yesterday", etc.


(Based on the year 2020)

 

submittal delineation
dd.mm.yyyyy
or
dd.mm.yyy
Default date values
ttmm

abbreviated notation. The date is supplemented internally by the current year.

Example: 1903 --> 19.03.2020

ddmmyyyyy

ddmmyyy

02122020 --> 02.12.2020

200120 --> 20.01.2020

kw Monday in the specified calendar week of the current calendar year is copied to the date field.
kwyyyy

Optionally, the year of the calendar week can also be specified. Example:

kw252016 --> 20.06.2016
kw0616 --> 29.02.2016

.

..

...

these days

yesterday

starred

+

++

+++

morrow

day after tomorrow

day after tomorrow

M.

M..

Current month

previous month

Remove data

You delete data records using the minus symbol in the navigator in the toolbar. However, you can only delete data records that are no longer required in the system. The term "delete data records" also includes "delete articles", "delete addresses", "delete offers", "delete orders", etc.

Illustration: Delete Article

For example, if you want to delete an article that is still used in invoice items or order items, the article cannot be removed. The SQL server detects this before each deletion. If the SQL server detects the existence of connections, the deletion request is terminated and an error message is issued.


You can delete invoices, orders, and so on, in which the item is used. If the article is then no longer used, it can also be deleted in the master data.


The same applies to other data sets, of course. It is also not possible to delete an address that is used in invoices or a payment term that is used in addresses.


This protection mechanism ensures the consistency of your data so that all evaluations, statistics, system information and bookings are always processed correctly.

Find data

As the number of data to be managed increases, so does the need to search and find data. EULANDA® not only allows you to relate fields using AND or OR, but also allows you to choose how the field content is to be searched for.


Field search - Search in input mask


EULANDA® allows you to search in any field directly from the input mask. This means that you are not bound to a special search input mask that only offers a small selection of the available fields.

Illustration: Address search fields

Simply enter the search text in the desired field and press the ENTER key. EULANDA® shows you immediately the searched data and via the hit display you see how many data records match your search entry. The data is also automatically sorted by the field you are in. So if you search by gross sales amount, the data is also sorted in ascending order by gross amount.


But if you want to search for a match starting for example with "Re", EULANDA will give you a selection list. You can select the required data record from this list.

Illustration: Search match

This function of the selection list is possible in all search fields.


By default, each field is preset with a meaningful search option. For example, the system searches in the matchcode and the article number for the text entered at the beginning of the field. For name lines in the address, the text can also be in the middle of the field. However, you can switch off the standard search method at any time and determine the search method yourself by entering one of the following special characters.


With the setting Field, And, Or you can link specific search entries (combination search). For example, if you are looking for invoices from a customer in a year, choose AND.

Illustration: AND search in invoices

There is a wildcard search that affects a specific field, a full-text search that affects all fields, an environment search, a search for a term at the beginning or end of a field and many other options.

submittal delineation
* Can be placed anywhere. The joker stands for any number of characters or no character at all. It can occur at any position in the search text.MEI* --> finds "MEIER","MEISSNER PORZELAN"
*MEIER --> finds "HANS MEIER", "OBERMEIER",
H*MEIER --> finds "HANS MEIER", "HERR MEIER"
H*MEIER* --> also finds "HANS MEIER GMBH"
** Can only stand at the beginning. Full text search across all fields: The searched text can be placed at any position in any field. It does not matter from which field you start the full text search.
? Can be placed anywhere. The character joker replaces exactly one position with exactly one character. It can occur at any position in the search text.M?IER --> finds both MEIER, and MAIER.
M??ER --> finds MEIER, MAYER, but also MAUER
=

Can only stand at the beginning: Exact search. The text you are looking for must match exactly.


D ->[in country field] finds only Germany (=D), but not Denmark (=DK)

>

Can only stand at the beginning. The value you are looking for must be greater than the value entered.


100 --> finds"100,12","105,03". "20021.00" etc.>0 -->[in the stock field in the item] finds items that currently have stock

&lt;font color="#ffff00"&gt; presents

Can only stand at the beginning. The value you are looking for must be greater than or equal to the value entered.


100 --> finds "100,00", "100,12", "105,03" etc.

<

Can only stand at the beginning. The value you are looking for must be smaller than the value entered.


<0 -->[in the revenue field in the invoice] only finds invoices with a loss (negative revenue)

<=

Can only stand at the beginning. The value you are looking for must be less than or equal to the value entered.


<=0 -->[in the revenue field in the invoice] only finds invoices with a loss (negative revenue), but also invoices with no revenue at all (zero).

Search in number fields with commas

If you want to search for a numerical value with decimal places, make sure that you use the period as a comma.
This is the English notation required by the SQL server. Examples:


1100.12 --> finds 1100 Euro and 12 Cent
>100.50 --> finds values greater than 100,5

Search in date fields


(Based on the year 2020)

 

submittal delineation

 

dd.mm.yyyyy

or
dd.mm.yyy

Searches for date values of a certain day independent of the time. The input format takes the Windows setting into account. The example on the left shows, for example, the format commonly used in Germany.

31.01.2020
or
31.05.2020

mmyy

Finds a complete month.0315 --> March 2020
Alternatively, the three-digit short form of the month names can also be used: JAN, FEB,MAR,APR,MAI,JUN,AUG,SEP,OKT,NOV,DEZ
Example:
JAN20 --> January 2020
JAN -->January of the current year

kw

Search for a calendar week in the current year. The letters KW must precede the two-digit calendar week without spaces.


KW05 --> finds date values in the 5th calendar week of the current year

kwyyyy

Optionally, the year of the calendar week can also be specified. Example:

kw252016 --> 20.06.2016
kw0616 --> 29.02.2016

.

..

...

these days

yesterday

starred

+

++

+++

morrow

day after tomorrow

day after tomorrow

M.

M..

Current month

previous month

date ranges

By entering a hyphen, entire ranges can also be searched for. The hyphen can also be at the beginning or end.


JAN-MAI --> finds everything from January to May
KW20-KW40 --> finds everything from calendar week 20 to 40
-2016 --> finds everything up to and including 2016
(point, minus) --> finds everything from now on

Combination search

Here you can determine whether the current field is to be searched for or whether an AND or an OR search is to be carried out across several fields. This search option can also be switched with CTRL++.


If the screen is in search mode and the ENTER key is pressed after entering text, the search refers to the field in which the cursor is currently positioned. However, it can make sense to combine several fields in one search. In this case, you click with the mouse into the field zone and can set the further options AND and OR. With AND, the query generator formulates the search query in such a way that only those data records are retrieved as a result for which all search texts occur in the fields entered. An OR statement requests all data that contains one or more fields. The result set will therefore be the largest with OR.


Example: In the module Invoices with AND search enabled


MUELLER[in field Matchcode]
KW12[in field Date]


Invoices from customer Müller are found in calendar week 12. Matchcodes "MUELLER GMBH", "MUELLER HANS" etc. are also found. Therefore, it makes sense to use the exact search if the exact matchcode is known:


MUELLER OHG[in field Matchcode]
KW12[in field Date]


Now only the customer Müller OHG is found.
example: In the module Addresses with activated OR search


HANS[in Name 1 field]
HANS[in Name 2 field]
HANS[in Name 3 field]


All addresses with HANS in any name line are found.

 

Print box

With a few exceptions, the print box is connected upstream of the printouts. The output unit can be switched to the following devices using the F7 key: Printer, preview, fax, email and file.

Advice
You can also output to a file by printing from the preview. Other file output formats such as ASCII, HTML, PDF, Excel, etc. are available there.

The selected output unit is available in the"Basic values" data source as the"TargetDevice" field value and can be used, for example, to use different layouts within one and the same template.

Printed version

---->PICTURE

Head of the letter

For each printout, a letterhead can be used. The letterhead is placed under the actual printout. You can change or create stationery in the"General" section of the Report Designer. If you do not want to use letterhead, set the option "no letterhead".


Some stationery is supplied as standard, you can use it as a template for your own stationery or store your own stationery. The supplied stationery requires a report template with active page layout and a length of 297mm. This is the case for all standard templates for ordering (quotation, invoice, delivery note, etc.).


The letterheads contained in the standard system already print the company master data, which you can enter under Accessories/Settings/Company master. Your company logo is also used from this area.

Number of copies


The number of copies can be freely set and saved as default for the displayed group. In the printouts, text can be output via a copy counter. This makes it possible to output"Accounting","Filing", etc. on the second copy. A report template with this function can be found in the EULANDA® user forum for download.language


The language in which the printout is to be made can be set via the selection box. For printouts that can be assigned to a customer, the selection box is automatically preset to the customer's language. The language can be preset in the customer master. The available correspondence languages are optional and must be purchased separately. Only the primary language, i.e. the language in which EULANDA® was purchased, is always available for printing,
the report templates are translated in real time, additionally a multilingual text is supported for items, so that, if the item texts have been entered accordingly, the item text of offers, invoices etc. is also output in the set language.

Print worker


The installed printer drivers are available here. By default, the printers are displayed with the network names in UNC format (i.e. \\Server\Printer Share Name). The printer can be used as default for this group.

Following pages


If a document consists of several pages, the tray for the following pages can also be set and, if desired, saved as standard for future printouts.

You want to print delivery notes or labels, i.e. any reports on a specific printer, and the system should remember this for the next printout?


This works, of course! EULANDA® uses profiles to manage reports and printers. At delivery, all reports were already assigned to meaningful groups. All labels have been assigned to the"Label" printing group (= profile). All reports for operations, i.e. quotations, invoices, order confirmations, are assigned to the print group "Standard", all overviews of the print group "Lists".


A printer group defines different forms that are all to use the same printer with identical properties (number of copies, printer name, etc.). The groups are maintained in the report designer. You can set properties in the print box and assign them to the complete group using the "Save as default" function. All printouts in this group will then use these defaults for future editions.


If you want to assign a report to your own printer, create a new print group for the desired report. This is done in report management. To do this, call up the Report Designer via the Quick Launch bar under "System Administration", select your report (=Form) in the overview, select the report properties and enter any profile name under "Print group". You can now set the properties for this new group via the print box.

Send as e-mail

picture

Quotations, invoices, etc. can be converted into a PDF document when output as an e-mail. This is sent as an attachment. The type of PDF conversion depends on the information you have entered under "Settings" on the "PDF" tab.


Either MAPI or SMTP protocol can be used for e-mail output. Which method is used depends on your e-mail settings.

Save as file

picture

Output via "File" creates a PDF file. If you want other formats (Excel, HTML etc.), you can use the file function of the print preview. You can print from the preview using advanced functions.

The output to a PDF file depends on the settings you have made there on the"PDF" tab. In addition to direct output to a PDF file, EULANDA® also supports output to a PDF archive. The spool directory is automatically updated each time a printout is revised (quotation, invoice, etc.).

 

Hyperlinks

Field masks are linked to each other in context via so-called hyperlinks. This enables you to switch from an invoice directly to the corresponding order or other operations. Simply move the mouse over the field name, the word is underlined and indicates the link.

Illustration: Jump to order

This quick change is of course also possible in other places. This means that you can also switch directly from an invoice or an order to the appropriate address via a hyperlink.

Illustration: Jump to address

The hyperlinks are also available in the master data. You can switch directly from an article to the VAT administration via hyperlinks.


A click on this field name opens the settings dialog for the VAT rates, which can normally be accessed via "Accessories".


The best way to find out which hyperlinks are available is to try them out. Simply move the mouse pointer over a field name. If an underscore is visible, it is possible to switch to a connected module.


Since EULANDA® handles all areas as windows, the content remains in the module you leave. You can call up the module immediately in the selection bar, for example the invoice, and are back in the old location.

Punches

The number of results found for each query operation is displayed in the bottom left row.

Illustration: Maximum and found hits

The maximum number of hits (result set) is set to 100 by default. This limitation allows you to conserve server resources and network bandwidth.


Should it nevertheless occur that more results are desired, a list with other default values can be called up by clicking on the hit display. It is also possible to load and display all hits from the server.

Illustration: Change the number of hits displayed