If you have your stock file on your cash register, in

Excel or in PLM, you may convert your items into

POSWIZARD. Note that you should first create
Departments and Suppliers before you do a
conversion. To convert from PLM refer to Convert
from PLM. If you are an existing STK client you can
import your stockfile by clicking on the Convert.exe
program located in the PosWiz folder, found in the C
drive. Select the Data folder in the Stk folder, the
path will read as C:\STK\Data and click on Convert.

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Table of Contents
Introduction ...................................................................................................................................................................... 6
Explanation of Menus ....................................................................................................................................................... 8
File ..................................................................................................................................................................................... 8
Activities ............................................................................................................................................................................ 9
Reports ............................................................................................................................................................................ 10
Interface .......................................................................................................................................................................... 12
Shortcut Buttons ............................................................................................................................................................. 13
Pos Setup......................................................................................................................................................................... 14
General ............................................................................................................................................................................ 14
Receipt Printer ................................................................................................................................................................ 15
Tenders ........................................................................................................................................................................... 16
Keyboard Setup ............................................................................................................................................................... 17
Explanation of POS functions .......................................................................................................................................... 18
Customer Display ............................................................................................................................................................ 20
Cash Drawer .................................................................................................................................................................... 20
Scale ................................................................................................................................................................................ 21
Selling .............................................................................................................................................................................. 22
Touch Groups/ Touch Menu ........................................................................................................................................... 24
Kitchen Printer ................................................................................................................................................................ 29
Text ................................................................................................................................................................................. 30
POS Users ........................................................................................................................................................................ 31
Create Main Department ................................................................................................................................................ 32
Create Departments........................................................................................................................................................ 33
Create Suppliers .............................................................................................................................................................. 35
Setup Register Link.......................................................................................................................................................... 36
Setup Modem Link .......................................................................................................................................................... 37
Create Items .................................................................................................................................................................... 38
Cascading Made Simple… ............................................................................................................................................... 42
Item Breakdown .............................................................................................................................................................. 47
Global Price updates ....................................................................................................................................................... 49
Scale/Weight Items ......................................................................................................................................................... 51
Create Bar codes and Shelf Edge labels. ......................................................................................................................... 54
Accounts.......................................................................................................................................................................... 57
Account History ............................................................................................................................................................... 58
Account Journal Entry ..................................................................................................................................................... 59

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Account Statements ........................................................................................................................................................ 60
Month End Age Accounts................................................................................................................................................ 62
Stock Orders .................................................................................................................................................................... 63
Stock Receive (GRV’s) ..................................................................................................................................................... 66
Credit Notes .................................................................................................................................................................... 70
Payments......................................................................................................................................................................... 70
Stock Take ....................................................................................................................................................................... 71
Adjust Stock .................................................................................................................................................................... 76
Stock Take Capture using a Remote Scanner.................................................................................................................. 77
Reports ............................................................................................................................................................................ 83
Item Sales Report ............................................................................................................................................................ 84
Item Sales by Turnover ................................................................................................................................................... 85
Item Stock Report ........................................................................................................................................................... 86
Item Stock Value Report ................................................................................................................................................. 87
Cascade Items Report ..................................................................................................................................................... 88
Item Breakdown Report .................................................................................................................................................. 89
Item Last Sold .................................................................................................................................................................. 90
Item Re-Order Report ..................................................................................................................................................... 91
Item Top-Order Report ................................................................................................................................................... 92
Purchases Report ............................................................................................................................................................ 93
Financial Sales ................................................................................................................................................................. 94
Item Stock Changes – Audit Trail .................................................................................................................................... 96
Cashup Report Sequence Report .................................................................................................................................... 97
User Groups .................................................................................................................................................................... 99
Users ............................................................................................................................................................................. 100

POS
Using the POS - Logging in to the pos ........................................................................................................................... 101
Explanation of POS buttons .......................................................................................................................................... 102
Ringing up items............................................................................................................................................................ 103
Exiting the POS .............................................................................................................................................................. 104
No Sale .......................................................................................................................................................................... 105
Voids.............................................................................................................................................................................. 106
Refunds ......................................................................................................................................................................... 107
Cancel Sales................................................................................................................................................................... 108
Price override ................................................................................................................................................................ 109

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Item Discount ................................................................................................................................................................ 110
Subtotal Discount .......................................................................................................................................................... 111
Proforma ....................................................................................................................................................................... 112
Store/Recall ................................................................................................................................................................... 114
Paid Out......................................................................................................................................................................... 115
Ring up items to an account ......................................................................................................................................... 116
Receive on Account....................................................................................................................................................... 118
X/Z Reports (Cashup) .................................................................................................................................................... 120
Convert from PLM ......................................................................................................................................................... 124
Backup Data Files .......................................................................................................................................................... 126
Restore Data Files ......................................................................................................................................................... 128
Cash Register Day End Procedure ................................................................................................................................. 129
FLAG SETTINGS ON ECR FOR DIRECT COMMUNICATION ............................................................................................. 130
Cable Configuration ...................................................................................................................................................... 130
FLAG SETTINGS ON ECR USING (NA700/720 ADAPTER & SCANNER) ........................................................................... 131
TO SET TAX RATES ON THE NX CASH REGISTERS .......................................................................................................... 132
Trouble Shooting ........................................................................................................................................................... 133
How to do a Restructure ............................................................................................................................................... 134

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Introduction
Thank you for purchasing the Poswizard software program. To enjoy this program to its fullest follow the
simple steps laid out in this manual. Should you require further assistance please contact your dealer.

USING POSWIZARD FOR THE FIRST TIME

• Double click on the Poswizard icon on your desktop.
• You will be greeted with the registration message below.

• To register the Poswizard program you will need to quote the Serial number that appears on this
screen.
• If you wish to enter the program but have not yet obtained a license number, click on Register Later.
(Note that you have 60 days from date of installation in which to license your program. There
after the program will expire and you will not be able to gain access to the program until it is
licensed. NB: Licenses will only be issued after confirmation of a valid deposit.)
• Next the disclaimer will pop up, make sure that you read the limitation of warranties and liability
listed. Click on Ok.

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• You will then be required to enter a Username and Password
• Note that the default User name is 1 and the default Password is 1.
• Enter the User name and the Password and click on OK or press enter.

• You will then be logged into the main screen of Poswizard.

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Explanation of Menus

File

• Login – allows user to open software using password Customer Details

•
• Preferences – made up of 12 sections Enter the Name, Address, Telephone and
Fax number
Costing Method
• Select between Average Cost, Last Cost or
Standard Cost.
Stock Report
• Select your method of print i.e. Gross profit
or markup.
• Select if cost price must reflect on stock
take sheet.
• Select if stock quantity must reflect on
stock take sheet.
• Select use of Report 41 on NX5400
Label Printer
• Select your label printer driver here.
Register Side Modem
• Used to initialise modem for use on ECR.
Application
• Sets selected bitmap or jpeg as the
• Pos Users – setup POS users/cashiers POSWIZARD background.
Capture Remote Device
• Pos Setup – setup options for the POS • Tick this option to enable use of the
• Utilities – Allows you to portable stock take scanner.
1. Backup data Statement Message
• Type a global message that will print at the
2. Restore data bottom of the statements
3. Verify data files Scale
4. Run db explorer • Select the path of the file to download to
5. Restructure Data Files the scale
6. Convert and import items from file PLU Items
• Enter the number at which you want auto-
7. Import Item Sales from File numbering to begin.
8. Capture from Remote File • Show scanner field???
9. System – refer to your dealer for more info Stock Receive
• Exit – Exits the program • ?????
ESL
• Select whether you want promotional prices
to be sent to electronic shelf labels
automatically.

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Activities

• Edit item details – allows you to search for an item and change details eg. Price, department link,
supplier, name etc.
• View items – allows you to view all items in a spreadsheet format, you may edit an item by clicking
on Edit.
• Quick Set Items – F2 = Department/ F3 = Price set/ F4=Cascade Set – Press the appropriate F key
to auto tab to the required field for quick programming.
• Stock receive – allows you to receive stock on an invoice, updating supplier balance as well as your
stock.
• Stock adjustments – adjust the quantity of stock using a reference. These adjustments are stored in
an audit trail.
• Stock Wastage – used to adjust stock that is damaged/expired etc.
• Stock Order – allows you create a purchase order which you can print and send to your supplier.
This stock order can be imported into the Stock receive.
• Stock Production Processing – used for manufacturing – ingredient stock is adjusted when
(finished) goods are made.
• Item to Item Stock Transfers – used to transfer stock of the same item from one location to
another, e.g.: PLU1 Coke 330ml(receiving) Location: Stores, can be transferred to PLU2 Coke
330ml(sales) Location: Fridge.
• Branch Transfer – used to transfer stock from one branch to another.
• Branch Receive – allows you to receive stock from another branch.
• Branch Orders – place stock order to another branch.
• Stock Returns – return stock to supplier for credit.
• Payouts – post payment to creditor account.
• Price Update – global price updates
• Promotions Setup – setup and maintain like items and sales promotions
• Print labels – print barcode or shelf edge labels for items.
• Print Delivery Labels – prints a delivery label

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 • Accounts – create accounts for customers, check account history, Month End age accounts and
Account journal entries.
• Department details – creates new departments. Sales of each department are recorded.
• Main Department details – grouping for departments.
• Supplier details – creates new suppliers. Supplier balances are recorded.
• Paid Out Expense Details – capture expense codes and names e.g.: fuel, wages (paid out from the
POS)
• Branch Details – capture branch information for transfers.
• User Details – capture cashier and supervisor details.
• Touch Menu – set fast items for touch screen(also Touch Groups in POS setup).
• Item Location – set item locations e.g.: Receiving location, Sales location.
• Rep details – Set rep/waiter names.
• Vat details – allows user to create the vat or non-vat data with percentages.
• Stock take – a 5 step procedure to conduct a stock take:
1. Stock take initialize - sets system for the start of the stock take.
2. Stock take sheet print - allows user to print sheets for the stock take.
3. Stock take capture - user captures the stock physically counted into the system, by
either using the capture form, grid or remote stock take scanner.
4. Stock take variance report - shows user the stock variances that he has.
5. Stock take extended variance report – abc???
6. Stock take complete - takes the captured quantities and puts it as current stock.

Reports

Sales reports:
• Item Sales – shows sales by date, department, supplier range.
• Item Sales by Turnover – shows the turnover percentage by date, department, supplier range

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 • Ingredient Sales – displays and prints all sales of ingrediented items.
• Item Override – displays a list of all the items that were overridden.
• Item Price 2 difference – Price difference of items sold at price level 2 to the normal price.
• Hourly Sales – displays the hourly sales stats.
• Hourly Item Sales – shows the items sales per hour.
• Daily Sales Stats – daily sales information.
• Monthly Sales – displays 12 months sales figures.
• Financial sales – financial report as per level 2(Z) on POS and cash register, department totals,
media totals, tax totals, total voids etc.
Cashier Reports:
• Cashier sales – cashier department and financial sales.
• Cashier Sales Summary – summary of all cashier financial inof.
• Banking analysis -
• Cashier Item Sales – displays the items sold by a cashier.
• Current Cashier Totals – current cashier financial status.
• Rep Sales – rep/waiter sales info.
• Rep Item Sales – displays the items sold by rep/waiter
Stock Reports:
• Item Stock – shows stock on hand by item, department, supplier range.
• Item Stock Value – shows cost & retail value with quantities by department, supplier range & by
location, detailed or condensed.
• Stock Movement – displays the item stock movement.
• Cascade Items – generates a list of all the cascaded items.
• Ingredient Breakdown – generates a list of all the ingrediented items.
• Lay-Bye Stock – displays a list of all the items currently on lay-bye.
Re-order Reports:
• Item Re-Order – generates a re-order report for stock by item, department, supplier range.
• Item Last Sold – shows item last sold by item, department, supplier range.
• Item Top-Order – shows quantity needed to top-up stock level.
Purchases Reports:
• Purchases Report – shows the purchases as per selected criteria
• Reprint Purchases – used to reprint supplier invoices.
• Item Purchases Report – shows stock report of items received on invoices.
• Purchases Claims/Back Order -
• Payout Transaction – creditor payout report.
IBT Reports:
• Stock Received – items received from other branches
• Stock Transferred – items transferred to branches
• Stock Transferred Totals – value of stock transferred
Accounts Reports
• Account statements – displays and prints account statements.
• Account Age Analysis – displays and prints account age analysis.
• Account Item Sales – displays account sales by item
Audits Reports
• Cash Sales Transactions – keeps a complete track of
• Item Stock Changes – keeps a complete track of all the changes to an items stock quantity, whether
via sales, stock receives, adjustments, etc.
• Cashup Report Sequence – displays the sequential report number for cashups down within a
specified period.
Lists – provides a list of the Items in the database, an Item Price list, departments, suppliers

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Interface

Download Items Details – made up of the following steps

1. Print Current Updated Items – shows a print out of all items that have recently been changed.
2. Download Updated Items – sends items that have been updated to cash registers.
3. Download Updated - Date Range – shows items that have been updated according to dates
specified ALSO USEFUL FOR PRICE INCREASE & SPECIALS.
4. Download All Items – all items in database are downloaded to cash registers.
5. Download Promotion Price’s – sends promotion price to selling price one on the cash register.
6. Download - Reset Promotion Price’s – resets selling price one on the cash register.
7. Download all ESL Items – sends all items and prices to electronic shelf labels.
8. Download Updated ESL items – downloads updated items and prices to electronics shelf labels.
Upload Item Sales – uploads sales from selected cash registers, clearing tills and updating stock.
Download Scale Items – downloads items to the scale.
Upload Account Balances – uploads the account balances stored on the register.
Upload Clerk Sales – uploads the clerk sales on the cash register.
Setup Registers – setup of machine numbers, communication ports, cash register models, modem link

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Shortcut Buttons
These are the quick launch buttons found on the main screen of POSWIZARD:

ALLOWS USER TO EDIT OR SEARCH FOR ITEMS

SHOWS FINANCIAL SALES REPORT

SHOWS PURCHASES REPORT

ALLOWS USER TO VIEW ITEMS SALES BY DATE,

DEPARTMENT, SUPPLIER

SHOWS ITEM STOCK BY ITEM, DEPARTMENT,

SUPPLIER RANGE

SENDS ITEMS THAT HAVE BEEN EDITED TO

CASH REGISTERS

RECEIVES SALES FROM CASH REGISTERS

CLEARING THEM AND UPDATING STOCK

CREATES A BACKUP OF THE STOCKFILE

EXITS THE PROGRAM

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Pos Setup
1. Select File.

2. Click on Pos setup

3. You will then see the following screen:

General
1. The first tab General, allows you to select whether the PC is to be used as a POS only or if it is to be
used as the SERVER - backoffice.
2. If using more than 1 POS and a server, ensure that the network has been setup as per normal and you
are able to ping each PC in the network.
3. On the PC that will be used as the server, ensure that POS enabled is not selected and there is no I.P
address entered in Data Path. Poswizard will log in directly to the server screen
4. If POS Enabled is selected, when Poswizard is opened on this PC it will log directly on to the POS
log in screen, hence cashiers will not be able to access the backoffice from their points.
5. POS Station Number: this refers to the unique POS number given to each terminal/computer in a
system, this should be set once at the beginning of the installation and should not be changed
thereafter. Note that no two computers should have the same POS Station Number, as this will
create conflicts in reporting data.

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 6. Data Path refers to the I.P. address of the backoffice, please ensure that you enter the I.P. address
into this field for each POS in the system.
7. Individual Cashier reporting: select this function to enable a cashier to log on to multiple POS
points during the day and be able to cash up from the last/any POS
8. Compulsory tender declaration: the Z report cannot be finalized without first doing a cash
declaration when this function is enabled.
9. Allow Offline Cashup: option to cashup offline sales.
10. Print Item Sales on Cashup: prints items sold after cashup.
11. Logout after each transaction: set if more than one cashier is using the POS at the same time.

Receipt Printer

1. Receipt Printer is the next tab. Here you can select the POS printer you are linking to the computer.
2. Printer Model: Select Epson TM88 for most printers using the Epson emulation drivers. For USB
printers, setup up the OPOS driver for the printer then select OPOS.
3. Printer Type: select the type of interface for the printer you are using, i.e. Parallel or Serial.
4. Port Number: select the Com port or LPT port number to which you have linked your printer.
5. Consolidate items on Receipt: when this option is selected, all like items will be grouped together
on the customer receipt. E.g. if the Cashier rings up 2 x 330ml cans of Coke then a 500ml bottle of
water then another 330ml can of Coke, the Cokes will print as 3 cans together.
6. Reset Transaction number after Z report: select this option to restart the transaction numbers after
the Z report has been done.
7. Print Order Number: select this option to print an order on each customer receipt.
8. Receipt Off on POS Start: sets the POS printer to OFF state on start up.
9. Header: this is where you enter the receipt logo which will print at the top of the customer receipt
10. Vat Number: enter the store Vat Number, to be printed on the customer receipt.
11. Footer: Enter any message here that you want printed at the bottom of the customer receipt.

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 12. Print Logo Graphic: select this option to print a bitmap picture/logo at the top of the customer
receipt.
13. Account Invoice to A4 printer: select this option to print A4 format invoices for account
customers.
14. Cash Sale to A4 Printer:
15. Preview Invoice: when this option is selected, a preview of the invoice is shown on the screen
before you print it.
16. Invoice template 2: prints totals at the bottom of the invoice.
17. Always to A4:
18. No Accounts Balance on: no account balances are printed on the invoice.
19. Auto Print Account Copy:
20. No Account receipt:
21. A4 printer: install the windows drivers for the A4 printer you wish to use, click on the dropdown
option and select the printer from the list. The A4 invoices will be printed to this printer.

Tenders
1. Select the Tenders tab.

2. Note that Tender 1 should always remain Cash, Tender 2, Credit Card and Tender 10, Charge on
Account.
3. Tenders 3 to 9 can be customised as you wish e.g. Cheque, Voucher, Staff etc.
4. OpenDraw, set this field to 1 if the tender is allowed to open the drawer, i.e. Cash must always open
the drawer so the cashier can place the cash in the drawer and give the customer change. Also you
may want to allow the drawer to open when Cheque is tendered to allow the cashier to place the
cheque in the drawer, while credit card, should not be allowed to open the drawer.
5. AddToCID, this stands for add to cash in drawer, this is used for Cash and maybe Staff, if they pay
cash, viz, tenders where the cashier physically places cash in the drawer.
6. ChangeFromCID, set this field to 1 if you allow cash to be handed out as change from over
tendering on Cheques or Vouchers.

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 7. Over Tender,set this field to 1 if you allow customers to pay with cheques or vouchers of a greater
value than the purchase.
8. Under Tender,set this field to 1 if you allow multi tenders, e.g. purchase total is R500, the customer
has a R200 Voucher and R300 cash. Enter the first amount tendered and the multi tender screen will
pop up to allow you to enter the rest of the payment tendered.
9. Reference, set this field to 1 if you want to be able to enter a reference for the tender, e.g. Voucher
or Cheque Number or credit card details.
10. Allow Credit Card:
11. Once you have finished maintaining your tenders you may now go to the Keyboard Setup tab to
maintain your function keys. You may skip this step if you are using a touch screen and not a
standard keyboard for function keys.

Keyboard Setup
You may skip this step if you are using a touch screen and not a standard keyboard for function keys.

1. Select the Keyboard Setup tab

2. Select Use PC keyboard if you wish to use a standard computer keyboard for the POS functions, this
will allow you to setup the function keys on the keyboard.
3. Select no FUNCTIONS on Alpha Keys if you still wish to use the alphabets on the keyboard, note
that anytime you are using a standard computer keyboard for POS functions, you should not allocate
functions to any of the alphabets.
4. Click on Setup Function Keys on Keyboard.

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Explanation of POS functions:-
• CASH – used when customer pays using cash. Closes transaction with amount tendered
• Credit Card – used when customer pays using a credit card. Closes transaction with amount
tendered.
• Cheque - used when customer pays using a cheque. Closes transaction with amount
tendered.
• Tender 4 – 9 – can be used for other tender options, e.g Staff, Voucher
• Charge on Account – used to finalise sale when entering an account transaction
• PLU Enter – used for code entry PLU registration and also for PLU lookup
• Void – removes the last item rung up while in a transaction.
• Refund – used when a customer returns an item after a transaction has been finalised
• Receipt Print – prints the last transaction
• Receipt On/Off – toggle switch to put the receipt on or off
• Report –
• Account – used to enter into a sale on account transaction
• Multiply – used to ring up multiples of an item
• Clear – cancels any information that has been entered before a function key has been
pressed, used to clear any errors
• Item Enquiry – item search/lookup
• Store/Recall – used to store a transaction without finalising and retrieve stored transactions
• Cancel sale – voids an entire transaction before it has been finalised.
• Received on Account – records an amount of money received into the drawer when no
customer transaction has taken place
• Paid Out – records an amount of money withdrawn from the cash drawer when no customer
transaction has taken place
• Proforma – prints a preliminary transaction
• Menu Functions – used to access the function buttons

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 • Price Override – used to override the current selling price of an item.
• Item Discount – used to enter a discount on the last item rung up
• Subtotal Discount – used to enter a discount on the subtotal of the transaction
• No Sale – used to open the cash drawer out of a transaction
• Open Taxable Item – used to ring up taxable items which may have not yet been captured or
do not wish to capture on the system
• Open Non-taxable Item – used to ring up taxable items which may have not yet been
captured or do not wish to capture on the system
5. To program a function to a specific key on your keyboard, highlight the function in the list by
clicking once on it. A pop up window will appear, prompting you to press the button on the
keyboard you would like to use as the selected function.

6. Press the button on the keyboard and repeat the procedure until you have programmed all the desired
functions on your keyboard.
7. Once you have completed selecting keys, click on the Accept button.

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Customer Display
1. Customer Display, if you wish to attach a pole display, in Pole Display Interface, either select Serial
Port and select the serial port number to which the pole display is linked to or install the drivers for
the display and click on OPOS and select the display under OPOS name

2. Enable Customer Screen, tick this box if you wish to use a second VGA monitor as a customer
display.
3. No Total Display

Cash Drawer
1. CashDraw, if you are using a drawer which connects to the receipt printer(known as a printer kick),
select Printer Interface, if using a serial drawer, you will have to load the OPOS drawer drivers
through windows, note you must link the drawer to a port and give the drawer an OPOS name.
2. Opos Name, enter the reference name for the OPOS drawer you want to link to here

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Scale
1. Scale Type, select the scale you want to link to, note you need to load the windows driver for the
scale before selecting it here.

2. Select the port number to which the scale is linked.

3. Select the Scale Exe path by clicking on the folder icon, browse the hard drive and select the scale
file.
4. Scale price difference
5. Note whenever items are to be weighed on the scale, always ensure that the correct flags are selected
under the additional tab of the individual items, viz, Scale item and Scale – Manual Tare Weight, as
well as Weight Item on the main item Item Details window.

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Selling
1. Rounding down, generally stores round to the nearest 5 cents, if so, enter a 5 in the Round to
nearest field.
2. Rounding Up, some stores choose to round up to the nearest 10 cents, please ensure that you check
what the company policy is regarding this practice. Generally amounts are rounded up from 7 or 8
cents.
3. Sell, Quantity Threshold, This is the maximum number of like items allowed to be registered using
the X/times. Cashiers can scan each item individually once the threshold has been reached.

4. Embedded Barcode (in-store marking) refers to weight items either prepacked or sold from a
printing scale.
5. Prefix refers to the first two digits in the embedded barcode.
6. Plu Number Start refers to the PLU start point in the embedded barcode, this is always 3 (PLU
number starts from the third digit).
7. Plu Number Length refers to the number of digits in the PLU, this is typically set to 4, meaning a
PLU code used for weight items can be no longer than 4 digits(9999).
8. Price Offset or Price Start refers to the start point in the embedded barcode, depending on the length
of the PLU code, it is typically set to 8 if the PLU code is set to 4.
9. Price Length refer to the number of digits in the price, this is typically set to 5 when using a 4 digit
PLU code.
10. You may find that you could have more than one type of embedded barcode used in your store, e.g.
one that comes of your butchery scale and another that may come of prepacked frozen chickens
purchased from a supplier. If this is the case, you may enter the prefix and other settings for the
second embedded barcode in the second set of fields.
11. Note you need to set your weight/scale items as detailed under the Scale/weight Items section in the
manual.
12. Note if you are using two different embedded barcode, ensure that the PLU numbers do not conflict,
i.e. are not the same.
13. Sounds, point to the path of a .wav file, when selected, the POS will sound the selected file with the
item not found message to alert the cashier that the item scanned is not on the system.

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14. Open Item, select the PLU number of an open item created. You may choose to create a separate
department(e.g. Open Vat and Open Non Vat) first and then create the PLU Open Vat and Open
Non Vat and link them to the respective departments. Make a note of the PLU numbers for the two
open items and enter them into the field.
15. Other:
• Storage Reference Prompt:
• Print Hamper Ingredients:
• Lay-bye adjust stock on final payment:
• Rep Entry Compulsory:
• Allow Supervisor Sales:
• Show cost on Item Lookup
• Account Reference Summary

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Touch Groups/ Touch Menu

1. Function Menu is the menu used to program all the function keys you would need on the touch
screen, e.g tenders, discounts, correction buttons etc. This menu can be access controlled in the Users
maintenance page.
2. Function Menu 2 is the menu used to program function keys at the bottom of the POS screen

3. Fast PLU Menu is used to link fast selling items and items with no barcodes to the touch menu for
quick access. If you have many items to be placed on the Fast PLU menu, it is suggested that you
group them together and use the sub-menus
4. To add sub-menus(departments) to the Fast PLU menu, click once on the Fast PLU menu to
highlight it, then select Add.

Page 24
5. Type in the name of the Menu, e.g. Dairy or Fruit and Veg etc.
6. Double click on a menu to view and maintain the menu.
7. If you are adding a function, double click on the function menu.

8. Right click on the desired button and select Function.

9. Scroll through the list of functions and click on the desired function.
10. If you want to add function buttons to the bottom of the POS menu, select Function Menu 2

Page 25
11. Right click on the button you want to program, select Function and scroll through the options and
select the desired function

12. If adding an item, click once on the desired button.

13. Enter the PLU code in the item number field or if you don’t know the PLU code, click on the
Lookup button

Page 26
14. You can now either enter the description in the Item Description field to search for the item or use
the scroll bar to manually search for the item.
15. Once you have found the item, click on the item so it is highlighted then click on accept.
16. If you have created Fast PLU sub-menus, you should place menu buttons on the Fast PLU menu to
be able to access the sub-menus when transacting on the POS.
17. To create menu buttons, right click on the desired button and select menu item.

18. Then select the desired sub-menu or the main menu by clicking on the name in the list of created
menus.

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19. You can add colour to a button as well as change the font colour. To do this right click on the button
and select properties.

20. Select the text colour and button colour

21. You may also choose a button style; this will change the size of the button. Ensure that there are no
other buttons used already in the adjacent sides as the larger button size will overwrite the existing
items programmed on those buttons.
22. Once you are done, click on Accept and then Update POS

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Kitchen Printer

1. Install the windows drivers for the kitchen printers you wish to use.
2. If you are using more than one printer, ensure that you give each printer a unique name which will
help identify it, e.g TM-U220D BAR
3. Enter the name of the kitchen printer into the Kitchen Printer 1, 2, 3 fields.
4. Make a note of which printer you have inserted into each field as you will need to know which
printer to select when maintaining items to be printed to the kitchen printers.

Page 29
 5. Use for Picking Slip:
6. Proforma Print on KP:
7. Storage Print on KP:
8. Double line spacing:
9. Label:

Text

Name:
Sequence number
Description

Page 30
POS Users
1. Poswizard is setup with two default users, User1 which is a cashier and supervisor1 which allows
you access to all aspects of the software.
2. The default ID and password for cashier1 is ID:1 and password: 1, while supervisor1’s defaults are
ID:999 and password:999
3. It is recommended that you maintain the Users setup before allowing cashiers access to the POS as
the default username and password for the backoffice is also ID: 1 and password: 1
4. To maintain POS Users, click on POS Users on the main screen

5. To add a new user, click on the plus (+).

6. Enter the name of the user in the Name field.

7. Give the user an ID, you may choose to use a number or the name of the user as their ID.
8. Enter a unique password for the user.
9. Swipe ID: Swipe the supervisor/cashier card for this User in this field if using magnetic strip cards.
10. Select the operations which you wish to allow the user access to by checking the tick boxes, if you
uncheck a box, the user will not able to perform that operation,
11. You may edit the existing users by clicking on their name in the window on the left or by using the
scroll buttons.
12. Reset Cashier Logon:
13. Once you are done creating or editing a user, click on the tick (√)

Page 31
Create Main Department
This is useful for reporting purposes, as you can group like departments together under a main department.

1. Click on Activities on the main screen

2. Click on Create/Maintain

3. Select Main Department Details

Page 32
 4. Click on the PLUS to add a new Main Department.
5. Enter the Number of the main department and then Click on Description and enter the Name of the
main department.
6. To save the new main department click on the tick √.
7. To cancel a new main department you have just entered, click on the X.
8. To delete a main department, select the main department by either using the dropdown search by
description or number list or the next button, then click on the – (minus).

Create Departments
1. Click on Activities on the main screen

2. Click on Maintain/Create.
3. Select Department Details from the drop down menu.

Page 33
4. Click on the + (PLUS) to insert a new department.

5. Enter the number of the department in the Number field. (Always start your numbering from one (1)
and never use zero (0) as a department number)
6. Enter the name of the department
in the Description field.
7. If you are using main departments,
select the main department you
wish to link this department to by
clicking on the down arrow at the
end of the Main Department field
8. To save the new department click
on the tick √.
9. To cancel a new department you
have just entered, click on the X.
10. To delete a department, select the
department by either using the
dropdown search by description or
number list or the next button, then
click on the – (minus).

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Create Suppliers
1. Click on Activities on the main screen

2. Click on Maintain/Create
3. Select Supplier Details from the drop down menu.

4. Click on the + (PLUS) to insert a

new supplier
5. Enter a number in the Number field.
(Remember to NOT use a zero).
6. Enter the name of the supplier in the
Description field.
7. Enter the contact details in the relevant fields.
8. To save the new supplier, click on the tick √.
9. To edit an existing supplier select the relevant supplier using the drop down search or the
next/previous() button and click on the triangle () button, when done with your changes click on
the tick to save the changes.

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 10. To cancel any changes click on the X.
11. To delete a supplier select the supplier and click on the –(minus)

Setup Register Link

1. Click on the Interface menu
2. Select Setup Registers from the drop down menu

3. Select the Register Type of the

cash register you are using in the
Communication Parameters box
viz: NX-5400-1, NX-5400-2,
LX5000, PXLXEX05 or XT
4. If you have more than one cash
register linked to the PC, tick
the NA720 link box, note that
machine number will be greyed
out as the NA720 assumes
machine number 1.
5. In Selected Register, tick the
corresponding register numbers
you have linked to the PC. Note
that the register numbers will
start from 2 if using the NA720
adaptor.
6. Select the number of the
Communication Port you have
plugged your serial cable into on
the PC, in the Communication
Port field.
7. The Default setting for Receive
timeout is 60(seconds) – if
uploading large PLU files, increase this setting in 30 second increments.
8. The standard Baud Rate is usually 9600, ensure that the baud rate on the cash register and in
POSWIZARD are the same, otherwise you will receive a communications fault when trying to
upload or download.
9. If using a modem, tick the Connect via Modem box and enter the phone number that the modem is
linked to in Dial Phone Number. See Setup Modem Link for further details(Pg14).
10. Strip leading Zero’s:
11. If you wish to view the hourly sales report ensure that the Upload Hourly Sales box is checked.
12. When done with all changes, click on the OK button.

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Setup Modem Link
1. If you wish to connect via Modem, you will need to install a modem on the communication port of
your pc and program a string on the register modem.
2. Load the windows drivers for the modem connected to the PC.
3. You will then have to program the modem you use the for the register, to do this either flash the
modem in POSWIZARD from the preferences menu by clicking on Initalize Register Side Modem
or from PLM2000, hyperterminal or command prompt by sending the following string:-
MODE COM1:9600,N,8,1
ECHO AT &FO S0=3 B0 E0 Q1 V0 &CO &DO &R1 &K0 &W0>COM1
4. In Setup Register make sure the Via Modem box is ticked.
5. Ensure that you have the correct port selected.
6. Enter the number to which you are dialling in Setup Registers e.g.: 0331234567

Page 37
Create Items
1. Click on Items on the main screen

Or click on the Items button on the toolbar on the main page of POSWIZARD

NOTE: YOU ARE NOT TO USE THE COMMA(,) OR ANY OTHER FOREIGN CHARACTER WHEN
CREATING ITEMS. USE OF CERTAIN CHARACTERS, ESPECIALLY THE COMMA WILL RESULT
IN DATA COMMUNICATIONS ERRORS WHEN DOWNLOADING OR UPLOADING FROM THE
CASH REGISTER

2. Click on New Item

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3. Enter a PLU number or scan the items barcode. Note that no two items can have the same stock
number, once you have entered the number click on the OK button.
4. Enter the name of the item in the Description field, note that only the first 12-24 characters of the
name will appear on the cash register. Also when typing in descriptions, try to use a uniform naming
system, as this will help when searching for items later on. Press the Tab button to move to the next
field on click on to the department drop down. The second line of the description field can be used to
add a further description for reference purposes.
5. If the item has a separate supplier code to the item/barcode you may enter it into the Supplier Code
field, this is useful for placing orders.
6. Select the Department by either clicking on the down arrow of the dropdown list & scrolling to the
relevant department, by entering the number of the department or by typing the name of the
department in the department description drop down box. Press tab or click on the Supplier field.
7. Select the Supplier, this is done in the same fashion as the department.
8. Select the appropriate Tax Code, S being 14% VAT and Z being NonVat. (**Set tax rate 1 on the
cash register to 14.000 and tax rate 2 to 0.000, refer to On how to set the tax rate on the cash
register.)
9. Enter the Location(bin) number, this number is used to locate an item on a shelf etc. (Helpful for
stock taking).
10. Enter the unit of issue in the Unit field. (Note that this only a reference. Useful for reporting)
11. Enter the standard cost price of the item into the Standard Cost field, you may enter either the
exclusive or inclusive amount, POSWIZARD will fill in the remaining field for you.
12. Re-Order Level is the minimum quantity the item can reach before it needs to be re-ordered.
13. Re-Order Quantity is the quantity of the item to be ordered once it has reached the re-order level.
14. Cascade Number (used for pre-packs, case lots, e.g. 24 to single) refers to bulk item stock code
number.
15. Cascade Quantity refers to the pre-pack stock to be taken out of the bulk item.
16. Cascade Unit refers to the number of singles/units on this stock item. For further details on how to
do cascading refer to Cascading made simple
17. Enter the normal selling price of the item in Selling Price 1 or you can enter a percentage markup of
the item in the % Markup field, the program will automatically work out the selling price for you.
Happy hour/ House special/ Discount prices can be entered into the Selling Price 2.
18. Promotion Price, enter your promotion price into this field. This price overrides selling price 1
when you download Promotion Prices to the cash register. To revert back to selling price 1, use the
Reset Promotion Price option found in the Interface menu.
19. Price Break, enter a quantity which when reached, the item will be sold at that price level, e.g. each
sold at R10.00, 3 and above sold at R9.00 each and 10 and above sold at R8.00 etc.
20. Item Breakdown, tick this box to link ingredients to this item. See Item Breakdown for further
details.
21. Weight Item, tick this box if the item is being sold by weight, e.g per kg or per litre. Enter the price
per kg or litre in the selling price field. This function is useful for cash registers that do not support
weight embedded barcodes. POSWIZARD calculates the unit sold by dividing the sales amount by
the selling price per kg/l. See Scale/Weight Items for further details.
22. Non Register Item, tick this box if the item is an ingredient which will never be sold and is therefore
not sent to the cash register. E.g. 50ml oil for frying.
23. Non Stock Item, tick this box for items you create in store which are never purchased, e.g. Toasted
chicken and mayo sandwich. Stock will not move on this item but on the ingredients linked to this
item.
24. Click on Copy if you are creating like items, e.g variants of Simba chips 120g
25. Click on the tick to save the details of your new item.

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26. To edit an item, select the item by either using the Next and Prior record buttons () or by using the
drop down search list(), you can either search by number or description.
27. Once you have selected the item, click on the Edit triangle ().
28. Make the necessary changes to the item.
29. Once done click on the tick √ to save your changes. N.B: If you do no click on the tick before going
to new item or closing the item screen, the item may not be saved.
30. If you clicked on Copy on the previous item, after entering in the new item number, click on Paste
to enter the details of the previous item and then simply edit the relevant details.
31. To delete an item, select the item, then click on the –(minus).

32. If an item needs to have a negative price, e.g. cool drink bottle and crate deposit, you must NOT
enter a minus into the price field. To create a negative item click on the Additional tab and tick the
PLU is negative box.

33. Should you have an item which you do not charge for but want to still track the stock of, e.g.
serviettes or straws, tick the Zero unit price permitted box.
34. Open Price Item, tick this box for items that have no set selling price, e.g. departments or weight
items.
35. If an item is to be sold on a scale linked to the cash register, select Open Price Item, Scale Item
AND Scale Manual Tare Weight
36. Manager input required, select this option if this item should not be allowed to be sold unless
authorised by a manager.
37. Condiment Item, select this option for condiments, eg, sauces and extras, the item will be indented
to the right when it prints on the kitchen receipt to tell staff that it is a condiment.
38. KP 1-3, if the item is to be printed to a kitchen printer, select the number of the kitchen printer you
want the item to print to.
39. Item to Item Transfer

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40. Transfer to Item
41. Transfer Units
42. Non Receive Item
43. Barcode Number size
44. Shelf Life, enter the shelf life of the item here, this will aid to print a sell by date on scale labels.
45. ESL Tag Number, enter the unique ESL ID number here to which you want this item details to be
sent to
46. Stock Production Processing
• Production Item
• Conversion Rate
• Auto Transfer to
47. Airtime Item
48. Code

Page 41
Cascading Made Simple…

CASE OF 24 CANS

CASCADE FROM
CASE TO SINGLE CASCADE FROM
(option 2) CASE TO 6 PACK

OR 6PACK

CASCADE FROM
6 PACK TO
SINGLE
(option 1)

SINGLE

Page 42
1. First create the bulk/case item as shown in the example above.
2. Enter all the relevant information for the item, link it to the correct department, etc as you normally
would.
3. In Cascade Units enter the amount of singles there are in the bulk/case item, e.g. there are 24 cans of
cool drink in a case. This is important for correct stock sales and reporting. If you do not enter
any value in this field your items will not cascade correctly.
4. Note you do NOT enter any values in Cascade number and Cascade Quantity for the bulk/case item.
5. Make a note of the item number for the bulk/case item.

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1. Create the smaller packed item, e.g. a 6 pack of coke.
2. In Cascade Number enter the item number of the bulk/case item, in this example the Cascade
number is 1111, which is the item number of the Coke 330ml case.
3. In Cascade Quantity enter the number of packs you will get out of the bulk/case item (Divide the
units in the bulk/case item by the pack, e.g.: 24CANS IN A CASE / 6CANS IN A SIX PACK = 4).
4. In Cascade Units enter the number of units in the pack, e.g. there are 6 cans in a six pack.

Page 44
Option 1

1. Create the single item.

2. In Cascade Number enter the item number of the packed item, in this example the Cascade Number
is 1112, which is the item number of Coke 330ml 6pack.
3. In Cascade Quantity enter the number of units/packs you will get out of the packed item (divide the
units in the pack item by the single, e.g.: 6 CANS IN A 6PACK / 1 CAN IN A SINGLE = 6)
4. In Cascades Units enter the number of units in the pack, e.g. 1 can makes up a single.

OR

Page 45
Option 2

1. Create the single item.

2. In Cascade Number enter the item number of the bulk/case item, in this example the Cascade
Number is 1111, which is the item number of Coke 330ml case.
3. In Cascade Quantity enter the number of units/packs you will get out of the packed item (divide the
units in the pack item by the single, e.g.: 24 CANS IN A CASE / 1 CAN IN A SINGLE = 24)
4. In Cascades Units enter the number of units in the pack, e.g. 1 can makes up a single.

NOTE THAT YOU WILL ONLY RECEIVE STOCK ON THE

BULK/CASE ITEM.

DO NOT ENTER THE NUMBER OF AN ITEM INTO IT’S

OWN CASCADE NUMBER FIELD.

Page 46
Item Breakdown
1. Item breakdown is used to track the stock on prepared goods. i.e. A hamburger, consists of a bun,
patty, lettuce, onion, tomato etc.
2. The ingredients must all the correctly checked as either an Item Breakdown, Non Register Item or
Non Stock Item. (See Pg ?? for explanation.)
3. On the prepared/finished product, tick the Item Breakdown box. An Item Breakdown tab will
appear next to the Additional tab.
4. To add the ingredients to your finished product, click on the Item Breakdown tab.

(Select Non Stock Item so that the finished product does not go into minus when sold.)

5. Click on Add Ingredient Item

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 6. Select the ingredient item, either by number or description.
7. In Quantity enter the amount of the item to be used.
8. Click on OK.
9. Continue doing this for each
item.
10. Note that the costing of the
finished product is worked out for you
by the program.
11. Once you have added all your
ingredients, you may then maintain
your selling price in accordance to the
calculated cost price.
12. Once this is done, every time
the finished product is sold, the
corresponding quantity of each
ingredient will be subtracted from
stock.
13. Note that you will not receive
stock on the finished product but on
the individual ingredients themselves.

14. Should you wish to remove an

ingredient from the Item
Breakdown, highlight the item
you want removed.
15. Click on the Remove
Ingredient Item button.
16. A confirmation screen will pop
up, click on Yes, the item will
then be removed from the Item
Breakdown list.

N.B.: IF POSSIBLE ALWAYS

LINK ITEMS THAT GO INTO
MINUS TO THE LAST
DEPARTMENT, SO WHEN
LOOKING AT STOCK
VALUATION REPORTS YOU
CAN EXCLUDE THAT
DEPARTMENT

Page 48
Global Price updates
1. If you need to update the price of a group of items or your entire stock file by a Rand value or
markup percentage, you may do so using the Price Update feature.
2. Click on Activities on the main screen

3. Select Items

4. Select Item Price Update

Page 49
5. You can select a range of items by PLU number by entering the Start number and the End number or
by description using the Containing and Beginning with fields or you can select all the items in a
department or range thereof or choose to update the prices for all the items from a selected supplier.
To update the prices of every item in your stockfile leave the Item, Department and Supplier fields
blank.
6. Select the prices you wish to update, e.g. If you wish to update selling price 2, select Update Price 2.
7. Choose the Base Price from which you wish to update the prices, this is the price which will be used
to calculate the update. E.g. if you use selling price 2 of an item for happy hour and want the items to
all be R2.00 less than selling price 1. Then select Price1 as your Base price with a fixed amount
(Rand value) of -2.00
8. You can update the selected prices by either a fixed amount or by a percentage, select the relevant
option.
9. Enter the value by which you wish to update the items. E.g. select By Percent and enter 10 in Value
to increase the price by 10% or select by fixed amount and enter -1.50 to decrease the price by R1.50
10. After you have entered all the relevant criteria, click on Select.
11. A list of the items you have chosen will be displayed in the pane on the right.
12. You may deselect any items you do not wish to change prices for by unticking them.
13. Once you are complete, click on the Accept button to update the prices.

Page 50
Scale/Weight Items
1. Create a department for the main cut item, e.g. BEEF FORE QUARTER.
2. Create the main cut item, e.g. BEEF FORE QUARTER.

3. Enter the name, link to the department you created for this item. (This is to enable you to get an
average GP% across all the cuts in the fore/hind quarter etc.)
4. In Units enter KG. (This is just a reference)
5. Enter the cost price per kilogram in Standard Cost price
6. Select Weight Item at the bottom of the screen
7. Click on Additional and select Open Price Item. (This allows you to sell fractions of the item.)
8. Save the main item.
9. You may now start creating each of the cuts which the main cut item consists of.
10. Click on New Item.
11. Enter the PLU code ONLY for the cut and not the entire price embedded barcode.

12. Enter the details of the cut as per normal, link to the main cut department.

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13. Do not enter a cost price for the cut, this will be entered automatically by the system.
14. Select Item Breakdown.(This is to deduct this cut from the main cut every time you sell it). N.B: an
Item Breakdown tab will appear next to the Additional tab
15. Select Weight Item. (This is to work out the amount(kg’s) sold from the price embedded barcode)
16. Select Non Stock Item. (You tick this so that the item does not go into a minus stock figure)
17. Next click on additional and select Open Price Item. (It is essential that you do this or you won’t be
able to sell fractions of the cut.)
18. Click on the Item Breakdown tab.
19. Click on Add ingredient Item

20. Select the Item Number of the main cut or search by Item Description for it.
21. In Quantity, enter 1. (This means you will be deducting one unit/kilogram of this cut from the main
cut every time you sell one unit/kilogram.)
22. Once done, click on OK.

23. You will see at the bottom of the screen that the system has calculated the Standard Cost of the cut as
per the cost of the main cut. Do not alter or change this cost even though certain cuts of meat may be
cheaper than the cost of the main cut and the GP percentages may go into a negative percentages.

Page 52
 GP percentages for your cuts and main cut will have to be taken as an average across all the cuts and
the main cut.
24. Click on Item Details.
25. You may now enter your selling price per kilogram for the cut into Selling Price 1.
26. Click on the tick to save your new item.
27. Repeat steps 10 – 26 to create other cuts.
28. If you have linked scales to the POSWIZARD software, you may now download your items to the
scales. (Remember to do this anytime you add new scale items or change the prices of scale items.)
29. To send the items to the scales, click on interface and select Download Scale items.

30. Remember to download the items to your cash registers.

31. To sell the scale items, simply scan the barcode produced by the scale and the correct price will be
rung up on the till and correct weight will be deducted from stock once the upload is done.
32. To view the average GP of the all the cuts and the main cut, after you have done an upload, Click on
Item Sales and select the department you created for your main cut.
33. You will be able to see a unit quantity (kilograms) of the main cut sold as well as the sales amounts
and a total average of the GP.
34. NB: Item stock will only reflect on the main item and therefore stock should only be received on the
main item.

Page 53
Create Bar codes and Shelf Edge labels.

1. To print labels through the program you will have to install the windows drivers for the label printer
and select the printer in POSWIZARD.
2. To do this run the driver setup supplied with the printer. Following the setup, click on the File menu.
3. Click on Preferences

4. Click on the Label Printer tab.

5. Select the correct Label Printer from the drop down menu.

6. Select DPL protocol for the Datamax printer and EPL for the Zebra, Argox and Brava printers.
7. You are now ready to use your label printer.
8. Click on the Activities menu on the main screen

Page 54
9. Select Print Labels from the dropdown menu.

10. Click on Print Labels

11. Select either shelf edge or barcode label, as Label, depending on what you want to print.
12. Select the item you wish to print labels for.
13. Enter the amount of labels you wish to print in Number of Labels.
14. Click on Print.

15. Alternately you can print shelf edge and barcode labels while receiving stock.
16. To do this simply click on the Print Label button on the receive item stock screen and print as
explained before.

Page 55
17. You can also print labels from the Item Details screen

Page 56
Accounts
Creating an Account

1. Go to Activities
2. Go to Accounts
3. Select Account Details

4. Click on Add New.

5. Enter the relevant information under details

Page 57
 6. Account disabled:
7. Interest on overdue
8. Credit Limit: this is the maximum amount that the account holder is allowed to purchase on account
for.
9. Tax exempt:
10. Exclusive on invoice
11. Account type:
12. Price level
13. Cost Plus %
14. Swipe Code
15. Pin Code
16. Click on OK once done.

Account History

Account history is a ledger of all the transactions for a selected account within a selected period.
1. Click on Activities
2. Go to Accounts
3. Select Account History

4. Select the account which you want to view

Page 58
 5. Select the dates and tick the transaction types you want to view
6. Press the Search button

Account Journal Entry

1. Account Journal Entry is used to post amounts to different periods and to perform debits and credits
which do not fall under the normal transactions.
2. Click on Activities
3. Go to Accounts

4. Select Account Journal Entry

5. Select an account

Page 59
 6. Ensure that the correct period is selected
7. Enter an amount in the Adjustment field
8. Enter a reason for the post in the Reference field
9. Click on Accept once done.

Account Statements
1. Always ensure that all relevant transactions e.g. journal entries, credits, payments etc. are always
done before printing statements and aging accounts
2. Click on Reports
3. Select Accounts
4. Click on Account Statements

5. Select the type of accounts for which you want to print statements
6. Select the account by number or name

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7. Click on Display
8. Print the statement by clicking on the icon of the printer or save the statement by clicking on the icon
of the diskette

Page 61
Month End Age Accounts
1. This must be done on the last trading day of the month, after statements have been printed. This
moves transactions from the current period to the next period, 30 days, 30 days to 60 days etc
2. Ensure that all relevant transactions are done and statements have been printed before aging the
accounts.
3. Click on Activities
4. Go to Accounts
5. Select Month End Age Accounts

6. Click on OK to age the accounts

7. Note that this should only be done once or the periods will be aged even further and amounts which
should be reflecting in 30 days will reflect in 60 days etc
8. Poswizard will warn you should you click on Age Accounts twice within the same period.
9. Should this happen, ensure that you click on No

Page 62
Stock Orders
1. Click on Activities.
2. Select Stock Order.

3. Select the Supplier who you want the create the Stock Order for.
4. You may enter an alpha-numeric Reference.

5. Select the current date in the Process Date field.

6. Click on the +(plus) button to begin adding the items you wish to order from the supplier.

Page 63
7. Select the item by either Item Number or Item Description.
8. Enter the quantity of the item you want to order in the Quantity field.

9. Enter the cost price of the item into either the Cost Price (Ex) or Cost Price (Inc) field, the program
will calculate the remaining fields for you.
10. Click on OK to add the item to the Stock Order.
11. Repeat steps 6 – 10 to add further items to the Stock Order.

Page 64
12. Once you have finished adding all the items to your Stock Order, click on Accept.

13. A print preview of the Stock Order you have just created will display. You may then click on the
printer icon to print a copy of the Stock Order which can then be sent to your supplier.

14. When you receive the stock from your supplier, you don’t have to re-enter the items in Stock
Receive, simply click on the Retrieve from Orders button and select the corresponding Stock Order

Page 65
Stock Receive (GRV’s)
1. Click on Activities.
2. Select Stock Receive.

3. If you have previously created a Stock Order for this invoice, click on the Retrieve From Orders
button, hi-light the corresponding stock order and click on Select.

4. The items from the Stock Order will be carried forward into the GRV (goods received voucher) for
you.
5. Check that the items on the invoice received is the same as the stock order, once you are satisfied
with the invoice, click of Accept to finalise the invoice and update your stock.

6. If entering an invoice which you have not previously created a Stock Order for, enter the invoice
following the steps laid out below:-

Page 66
7. Select the Supplier, either by Number or by Name.

8. Enter the invoice number in the Invoice Reference field.

9. Select the date of the invoice in Received Date.
10. Enter the Taxable Total as you see it on your invoice, on the left-hand side of the screen.
11. Enter the Tax Total as you see it on your invoice, on the left-hand side of the screen.
12. Enter the Non Tax Total as you see it on your invoice, on the left-hand side of the screen.
13. Enter the Actual Invoice Total as you see it on your invoice, on the left-hand side of the screen.
Note that if you selected Use Actual Invoice Total in Preferences, it is then important that you
enter this value in as these are the totals which will be posted to the purchases report and supplier
balances.
14. Click on the +(plus) to add items to the GRV.

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15. Select the item by either Item number or Item description.
16. Enter the quantity received in the Quantity field.
17. Enter the cost price of the item as it appears on the invoice, either in Cost Price (Ex) or Cost Price
(Inc).
18. Click on OK.
19. If the cost price of the item has changed, you will be given the opportunity to change the selling price
of the item at this stage, enter the new selling price and click on OK or click on Cancel to maintain
the pricing at a later stage.
20. If you find there to be an item on your GRV which is not in your stock file, you can create the item
while still in the GRV by clicking on the New Item button found on the top right-hand corner. Enter
the details of the new item as you normally would create any new item, after clicking on the OK
button to accept the new item, click on the X to close the new item screen, you may now continue
with your GRV.
21. Repeat steps 14 – 18 to enter more items.
22. Enter the amount of payment you have made for this invoice in the Amount Paid field. This amount
will be subtracted from the supplier balance.
23. Enter a method of payment along with any other useful note into the Payment Reference Field.
E.g.: PAID BY CHEQUE#12345.
24. You may choose to save the GRV at any point, if you do not have the time to complete the GRV or
have to log out of the program urgently by clicking on the Save button.

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25. To resume capturing a saved GRV click on the Retrieve button.

26. Hi-light the relevant stored GRV and click on Select.

27. You may then continue with the GRV as normal.
28. Once you have entered all the items on the invoice and have a 0.00 Difference, you may then finalise
your GRV.
29. Click on Accept to finalise the GRV.

30. A print preview of the GRV you just captured will display. You may choose to print or save it.
31. To save, click on the Save icon, save the reports folder which is found in the data folder.
32. Enter a name for the report, e.g.: ABI1234
33. Click on Save. This allows you to view and reprint the GRV at a later stage.
34. The stock is automatically updated after finalising the GRV.

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Credit Notes
To capture a credit note, the procedure is exactly the same as in Stock Receive, with the exception of the
quantities being negative.

Payments
To record payments to suppliers after the invoice has been captured

1. Simply go to Stock Receive.

2. Enter the Supplier whom you wish to pay.
3. Select the Date on which payment is being made.
4. Enter the invoice number of which you are making payment for in the Reference field.
5. Leave the Item fields empty.
6. Enter the amount you are paying into the Amount Paid field.
7. Enter a reference in Payment Reference, e.g.: CASH, CHEQUE or EFT, etc.
8. Click on Accept, your payment has now been posted to the supplier.

9. To view any outstanding balances you may have with a supplier,

10. Click on Activities.
11. Select Supplier Details
12. Click on the Purchases tab.

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Stock Take
1. Click on Activities.
2. Go to Stock Take.
3. Select Step 1: Stock Take Initialize

4. Stock Take Initialize: sets the system for the start of the stock take
5. You may do your stock By Department or By Location. Select the department or location you are
taking stock of or leave both fields as 0 if you want to do a stock take for your entire stock file.

6. Click on Initialize for Stock Take.

7. You will now have the option to Print the Stock sheets, to do
your actual stock count of items you physically have in stock. You may
choose to do so now by clicking on Yes or click on No to allow you to
change the print layout before printing the sheets.

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8. Next click on Activities.
9. Go to Stock Take.

10. Select Step 2: Stock Take Sheet Print.

11. You may now select different criteria on
how you want the stock take sheets to
print, i.e. you may choose to exclude any
stock items which have a zero stock and
therefore will not be on your shelves. To
do this, select Zero Skip Stock.
12. Once you have selected your print
options, click on OK.

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13. A preview of your Stock Take Sheet will display, click on the print icon to print the sheets.

14. Once you have printed your stock take sheets, you may then proceed to do your physical stock count,
entering the quantities in the space provided under Counted Stock.
15. After counting the physical stock you will have to capture these quantities in POSWIZARD. To do
this, proceed to step 3 of the stock take procedure.
16. Click on Activities.
17. Go to Stock Take.
18. Select Step 3: Stock Take Capture, Capture Grid

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19. Enter the quantities written on your printed stock take sheets in the Stock Take Count column.

\
20. You may close the Item Capture List at any time while capturing your stock and re-open it without
any data loss.
21. On completion of capturing your stock count, you may then print a Variance Report, this will show
you any discrepancies between the stock on the
system and counted stock.

22. Click on Activities.

23. Go to Stock Take.
24. Select Step 4: Stock Take Variance
Report.
25. Select either All Locations or Selected
Locations.

26. If you don’t want to print items with a zero variance tick Skip zero variance.
27. Click on OK.

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Stock Take Variance Report without zero skip

Stock Take Variance Report with zero skip

28. Should there be any variances between counted stock and stock on the system, you will need to
ascertain any reason as to the variance and double check the count and possibly edit the captured
count.
29. Once you are satisfied with the captured count you may proceed to the last step in the stock take
procedure.

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 30. Click on Activities.
31. Go to Stock Take.
32. Select Step 5: Stock Take Complete.
33. Once you run Step 5 the counted stock will become current stock.

34. Click on Yes to complete stock take.

Adjust Stock
1. From time to time you may need to adjust the stock quantities on items.
2. Click on Activities.
3. Select Stock Adjustments.

4. Select the item which you want to adjust the stock quantity on, either by number or by name.

5. You will be able to view the current stock quantity for the selected item in the Current Stock field.

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 6. If you want to add to the current stock, enter the number you want to increase the stock by. E.g.: if
the current stock shows 5 and it should be 7, enter 2 in Stock Adjust.
7. To subtract stock, enter the quantity you want to decrease the stock by, preceded by a minus sign,
e.g.: if the current stock shows 5 and it should be 0, enter -5 in Stock Adjust.
8. In the Reference field, make a note of the reason for adjusting the stock
9. Click on OK to accept the adjustment.

Stock Take Capture using a Remote Scanner

To use the remote stock take scanner in POSWIZARD, you will have to firstly download the base program
UNIMENU1 to the scanner via the AG8000 program, if you are unsure on how to do this please contact
your dealer for further details. After downloading the base program to the scanner you need to enable the
scanner in POSWIZARD. Below are the steps to enable the device:

1. Click on File.
2. Select Preferences.

3. Click on the Capture Remote Device tab.

4. Tick the Enabled box.

5. Select the number of the Remote Capture Device Comport, which you have linked the scanner to.
6. Select the Baud Rate that you have set the scanner to.
7. Select the model of scanner you are using
8. Tick add lead Zero to add an extra zero to the barcodes sent to the scanner.

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9. You must now exit the program and log back in for the settings to take effect.
10. You are now ready to use the device.
11. Click on Activities.
12. Go to Stock Take.
13. Select Step 1: Stock Take Initialize

14. Stock Take Initialize: sets the system for the start of the stock take
15. You may do your stock By Department or By Location. Select the department or location you are
taking stock of or leave both fields as 0 if you want to do a stock take for your entire stock file.

16. Click on Initialize for Stock Take.

17. You will now have the option to Print the Stock sheets, to do
your actual stock count of items you physically have in stock. Click on
No as you will be doing the stock take on the scanner and do not require
to print stock take sheets.

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18. Click on Activities.
19. Go to Stock Take.
20. Select Step 3: Stock Take Capture, Capture Grid

21. On the scanner itself, select option 3 Utilities and then option 8 RECEIVE.
22. Insert the scanner in the cradle.

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23. Click on Send Lookup File to Remote Capture Device.
24. The stock take items will be sent to the scanner.
25. A message will pop up once the file has been sent to the scanner, click on OK.

26. You are now ready to start your physical stock count.
27. On the scanner select option 1 CAPTURE, then option 1 Stock Take, at BAR: you may scan the
barcode or enter the PLU number of items and enter the physical quantity in QTY:

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28. Once you have completed capturing your count, you will have to upload the quantities to POSWIZARD.

29. Press ESC to return to the main screen.

30. Select option 2. SEND.
31. Insert the scanner in the cradle.

32. Click on Activities.

33. Go to Stock Take.
34. Select Step 3: Stock Take Capture.
35. Select Capture From Remote Device.
36. The captured quantities will then be uploaded into POSWIZARD.
37. Click on YES to view the data received

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38. Click on Activities.
39. Go to Stock Take.
40. Select Step 4: Stock Take Variance Report.
41. Select either All Locations or Selected Locations.
42. If you don’t want to print items with a zero variance tick
Skip zero variance.
43. Click on OK.
44. Check your variances, if necessary, re-count any items with discrepancies.
45. Note the scanner keeps a record of your initial count, should you need to increase quantities, simply
enter the extra amount to the initial value. If you need to decrease quantities, go to the Reduce QTY
menu on the scanner.
46. Once you are satisfied with the count, upload the new quantities into POSWIZARD.
47. You may proceed to the last step in the stock take procedure.

48. Click on Activities.

49. Go to Stock Take.
50. Select Step 5: Stock Take Complete.
51. Once you run Step 5 the counted stock will become current
stock.
52. Click on Yes to complete stock take.

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Reports

POSWIZARD has a number of comprehensive reports for your benefit. To view a report, simply click on
Reports and select the report you want to view. Select the view/print options and click on OK.

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Item Sales Report
1. Click on Reports.
2. Select Item Sales.

THIS REPORT WILL SHOW INDIVIDUAL ITEM SALES FOR THE DAY OR SPECIFIED
DATE PERIOD.

3. Select the report criteria that you want included/excluded from your report.

4. Click on OK to view the report.

5. You may export the Item Sales report to EXCEL, to do this, click on Export Report.

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Item Sales by Turnover
1. Click on Reports.
2. Select Item Sales by Turnover.

3. Select the report criteria that you want included/excluded from your report.

4. Click on OK to view the report.

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Item Stock Report

1. Click on Reports.
2. Select Item Stock.

3. Select the report criteria that you want included/excluded from your report.

4. Click on OK to print.

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Item Stock Value Report

1. Click on Reports
2. Select Item Stock Value Report.

3. Select the report criteria that you want included/excluded from your report.

4. Click on OK to view the report.

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Cascade Items Report

1. Click on Reports.
2. Select Cascade Items.
3. All the cascaded items and their stock will be displayed.
4. Below is a preview of the Cascade Items Report.

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Item Breakdown Report

1. Click on Reports.
2. Select Item Breakdown.
3. A list of all the items with ingredients linked to them will be displayed.
4. Below is a preview of the Item Breakdown report.

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Item Last Sold
1. Click on Reports.
2. Select Item Last Sold

3. Select the criteria you wish to include/exclude in your report

4. Click on OK to view the report

A preview of the Item Last Sold Report.

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Item Re-Order Report
1. Click on Reports.
2. Select Item Re-Order.

3. Select the print options for the report.

4. Below is a preview of a Re-Order Report

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Item Top-Order Report
1. Click on Reports.
2. Select Item Top-Order. (Top up)

3. Select the print options for the report.

4. Click on OK view the report.

5. Below is a preview of the Item Top-Order Report.

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Purchases Report

1. Click on Reports.
2. Select Purchases Report.
3. Click on Purchases Report
4. Select the print options for the report.

5. Below is a preview of the Purchases Report.

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Financial Sales
1. Click on Report.
2. Select Financial Sales.

3. Select the Date Range and Register.

4. Click on OK to display report.

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5. Below is a preview of the Financial Sales Report

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Item Stock Changes – Audit Trail
The item audit trail can be useful when you need to track the stock changes on an item or items.

1. Click on Reports.
2. Scroll to Audits.
3. Select Item Stock
Changes.

4. Select the Date Range.

5. In Start Number enter the first item number of the item you wish to view, in End Number, enter
the item number of the last item. If you want to view the report for a single item, enter that item
number in both Start Number and End Number. If you want to view the audit trail for all items,
leave Start and End Number blank.
6. If you don’t want the register sales to print in the report, tick the Exclude Register Sales box.

7. Click on OK to display the report.

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 8. Below is a preview of the Item Stock Changes Report.

Cashup Report Sequence Report

This report is used to check readings have been cleared on the cash registers in between uploads to
POSWIZARD.

1. Click on Reports.
2. Scroll to Audits.
3. Select Cashup Report Sequence.

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4. Select the Date Range.

5. Select the Register you want to view the report for, if you want to view all cash registers, leave the
fields 0.
6. Select whether you want to view Item Sales or Financial Sales or Both.

7. Click on OK to view the report.

8. Below is a preview of the Cashup Report Sequence.

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User Groups
Users groups are used to maintain the level of access each person using the program has. For instance,
managers may be allowed access to all aspects of the program, while data capture clerks are not allowed
access to the upload and stock adjustment features.

1. Click on Activities.
2. Scroll down to User Details.
3. Select User Groups

4. Click on the +(PLUS) to add a new user group.

5. Give the user group a number.

6. Enter a description, e.g.: SUPERVISOR.
7. Tick the modules which this user group can obtain access to.
8. Click on the tick √ to save.

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Users
1. Click on Activities.
2. Scroll down to User Details.
3. Select Users Details.

4. Click on the +(PLUS) to add a new user.

5. The system will enter a unique number in User Number.

6. Enter the name of the user in the User Name field.
7. Select the level of access you want the user to have in the program in User Group.
8. In User ID, enter the name/ID that the user will enter at the login screen.
9. Enter a Password for the user, also to be entered by this user at the login screen.
10. Click on the tick √ to save the new user’s details.
11. Always take care when deleting user details, as not to delete the incorrect user. If in the event of you
deleting your user details please re-enter them before exiting the program as you will not be able to
gain access to the program. In the event of this happening please contact your dealer for further
details.

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POS
Using the POS - Logging in to the pos
1. If the terminal is POS enabled when you double click on the Poswizard icon on the desktop, the
software will open on the POS log in screen, if you want to access the POS from the backoffice click
on POS menu on your main screen or on the POS button which will then take you to the POS log in

2. Enter the user ID in the ID field and password in the PIN CODE field, as you had created in the POS
Users.

3. Click on ACCEPT.

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 4. You are now at the main POS screen.

Explanation of POS buttons

• Function Menu – press this button to give you a menu of the functions you had previously set up in
the Function Touch Group. E.g. Void, refund, Paid Out, Discounts etc
• Open taxable – Taxable open department, enter an amount and press this button to quickly ring up
items that are not on the system.
• Open Non-Tax – Non-Taxable open department, enter an amount and press this button to quickly
ring up items that are not on the system.
• Cash Tend – enter the amount and press this button to finalise a sale, when the customer pays by
cash. If you press this button without entering an amount the multi-tender window will open.
• Credit Card – press this button when the customer pays by credit card.
• Account – enter the account number and press this button to ring up items to a customer’s account.
• X – Multiply. Enter the amount, then scan the item or enter the PLU code to ring up multiples of the
item.
• Fast Plu Menu – press this button to access and ring up the Fast PLU’s you have created on the Fast
PLU Touch Group.
• PLU ENTER – enter the PLU number of an item then press this button to ring up the item, if you
press this button without entering a PLU number, a lookup window will open, allowing you to search
for an item. You may use this feature as a price lookup.
• R1 –R200 – quick notes, press the denominations to quickly enter the amount tendered by the
customer
• CLEAR – press this button to cancel the last amount entered.
• Receipt On/Off – toggle button to set the receipt printer on or off.
• Receipt Print – press this button to reprint the last sales receipt
• Store/Recall – press this button while in the middle of a sale to store the sale. You may continue
with other sales in the interim, press it again while not in a sale to recall a sale.

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 • X/Z Reports – press this button to Cash up at the end of the day.
• Charge on Account – used to finalise sale when entering an account transaction
• Void – removes the last item rung up while in a transaction.
• Refund – used when a customer returns an item after a transaction has been finalised
• Account – used to enter into a sale on account transaction
• Cancel sale – voids an entire transaction before it has been finalised.
• Received on Account – records an amount of money received into the drawer from an account
customer
• Paid Out – records an amount of money withdrawn from the cash drawer when no customer
transaction has taken place
• Proforma – prints a preliminary transaction/quotation
• Price Override – used to override the current selling price of an item.
• Item Discount – used to enter a discount on the last item rung up
• Subtotal Discount – used to enter a discount on the subtotal of the transaction
• No Sale – used to open the cash drawer out of a transaction

Ringing up items
1. To ring up items, simply either scan the barcode or enter the PLU number and press the PLU
ENTER button, if the cashier does not know the PLU number, press the PLU ENTER button and
search for the item by either entering the name in the description field or by using the scroll bar or if
it is an item that you linked to your Fast Plu menu, press the Fast Plu button on the screen and select
the desired item, you can sell multiples of the item by entering the number of items, pressing the X
button and scanning the barcode, of if it is a Fast Plu, go to the appropriate Fast Plu menu, enter the
number of items on the 10 keypad on that menu and pressing the desired Plu.

2. As the cashier rings up the items, the total at the top adjusts according, showing the total due by the
customer.
3. Once all the items have been rung up, the cashier must then enter the amount tendered. This can be
done by pressing the fast amounts on the main screen or by entering the value in using the ten
keypad and pressing the appropriate tender button.
4. If the customer the intends on paying by using more than one payment method, the cashier should
then press the Cash Tend button, a multi-tender screen will popup were the cashier can enter the
different amounts to each tender type.

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 5. As the cashier enters the amounts paid to each tender, the amount will be deducted from the total and
the amount still owing will reflect in the amount Due field.

6. Once the amount Due reflects as 0.00, click on the Accept button to finalise the sale.

Exiting the POS

1. To exit the POS press the ALT button and the F4 button simultaneously or click on the Exit POS
found at the bottom left hand corner of the POS screen.

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No Sale
1. To open the drawer outside of a transaction, press the No Sale button. You will find it either in the
Function menu or on the Function bar at the bottom of the POS screen depending on where you have
chosen to program it.
2. If it is in the function menu. Press the Function Menu button and then press the No Sale button

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Voids
1. Voids are performed when a customer wishes to return an item before the transaction has been
finalised or to remove items which may have been scanned in error.
2. To perform a void, press the Void button, either on the function bar at the bottom of the POS screen
or press the Function Menu button and then press the Void button
3. If the cashier does not have permission to perform a void, manager override screen will appear
prompting for the manager user id and password.
4. Select the item you wish to void by scanning it or entering the PLU number and pressing the PLU
ENTER button or by selecting the item from the Fast PLU Menu.

5. Finalise the sale as normal.

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Refunds
1. Refunds are performed when a customer to return an item after the sale has been finalised.
2. To perform a refund, press the Refund button on the function bar at the bottom of the POS screen or
press the Function Menu button then the Refund button.
3. If the cashier does not have permission to perform a refund, manager override screen will appear
prompting for the manager user id and password.
4. Next select the item the client is returning by scanning the barcode or entering the PLU code and
pressing the PLU ENTER button or by selecting it from the Fast PLU Menu.

5. Press the CASH button to finalise the transaction

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Cancel Sales
1. If a customer decides to cancel his purchase, you can cancel the entire sale by pressing the Cancel
sale button either on the function bar at the bottom of the POS screen or press the Function Menu
button and then the Cancel Sale button
2. If you do not have permission to perform a Cancel Sale operation a manager override screen will
appear prompting for the manager user id and password.

3. Once the password has been accepted the sale will be cancelled.

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Price override
1. Price overrides are used to manually override the system price of an item.
2. To perform a price override, enter the new price you wish to sell the item at then press the Price
Override button on the function bar at the bottom of the POS screen or in the Function Menu.

3. If you do not have permission to perform a Price Override operation a manager override screen will
appear prompting for the manager user id and password, if so, you may proceed with the Price
Override once the manager id and password has been successfully entered.
4. Ring up the item by scanning the barcode or entering the PLU number and pressing the PLU ENTER
button or by selecting it from the Fast PLU Menu.
5. The item will be rung up at the amended price.

6. Continue and finalise the transaction as normal.

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Item Discount
1. You can discount an individual item either by a percentage or a Rand value.
2. To discount an item, ring up the item as per normal and then press the Item discount button, either on
the function bar at the bottom of the POS screen or in the Function Menu.
3. If you do not have permission to perform an Item Discount operation a manager override screen will
appear prompting for the manager user id and password, if so, you may proceed with the Item
Discount once the manager id and password has been successfully entered.

4. Enter the percentage or Rand value by which you want to discount the item by and press the Percent
button or Rand Value button. E.g. enter 10 and press Percent to give a 10% discount.
5. The system will calculate the amount to be discounted on the item last rung up.

6. Continue the transaction as normal.

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Subtotal Discount
1. You can discount an entire transaction either by a percentage or a Rand value.
2. To discount a transaction, ring up the items as per normal and then press the Subtotal discount
button, either on the function bar at the bottom of the POS screen or in the Function Menu.
3. If you do not have permission to perform an Subtotal Discount operation a manager override screen
will appear prompting for the manager user id and password, if so, you may proceed with the
Subtotal Discount once the manager id and password has been successfully entered.

4. Enter the percentage or Rand value by which you want to discount the transaction by and press the
Percent button or Rand Value button. E.g. enter 10 and press Percent to give a 10% discount or 10
and press Rand Value to give a R10.00 discount.
5. The system will calculate the amount to be discounted on all the items rung up.

6. Finalise the transaction as normal.

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Proforma
1. A Pro-forma invoice can be created as a quotation to a customer.
2. To create a Pro-forma invoice, you can either ring up the items first and then press the Proforma
button on the Function bar at the bottom of the POS screen or in the Function Menu or press
Proforma button first and the ring up the items.
3. When you have pressed the Proforma button, a window will pop-up, select Create new Proforma

4. Enter the details of the customer into the relevant fields.

5. Then press the accept button.

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6. If you have already rung up all items, press the Proforma button again to finalise.
7. Ring up the items you want added to the pro-forma and press the Proforma button.

8. A pro-forma invoice will now be printed out.

9. If at a later stage, the customer decides to accept the pro-forma, you can convert the pro-forma into
an invoice, to do so, press the Proforma button, select the relevant pro-forma by clicking on it and
pressing the Select button

10. Finalise the sale as normal

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Store/Recall
1. Press this button while in the middle of a sale to store the transaction. You may then continue with
other sales in the interim.

2. To continue and finalise a stored transaction, ensure that you are not in the middle of another sale
and then press the Store/Recall button click on the relevant transaction and then click on Select

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Paid Out
1. Paid out is used when an amount of cash is removed from the drawer, generally to make payment to
suppliers
2. Press the Paid Out button either on the function bar at the bottom of the POS screen or in the
function menu
3. Enter the amount of cash being paid out in the Payout Amount field

4. Enter a reason in the Reference field.

5. Click on Accept once done.
6. The amount paid out will be deducted from the cash in drawer total.

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Ring up items to an account
1. Press the Account button on the function bar at the bottom of the POS screen or in the function menu
2. Select the account which you wish to ring items up to, either by number or name

3. If you have not already created an account for the customer, you may do so now by pressing the
Create Account button
4. Click Accept to begin ringing up items to the customer account

5. Ring up the items as normal

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6. To finalise the transaction press the Account button again

7. You may now continue with sales as normal

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Receive on Account
1. When a customer wishes to make payment to their account, press the Receive on account
2. Select the account either by number or name

3. Click on Accept
4. Enter the amount received and a reference
5. Click on Accept

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6. Enter the amount tendered and press the corresponding tender button

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X/Z Reports (Cashup)
1. The X/Z Report button is used to view(X) and clear(Z) the daily Cashup report, as well to enter a
float and account for cash pickups during the day
2. The X report can be done any number of times during the day to view the current sales totals for the
day.
3. The Z report allows you to view and clear the daily totals. This is usually done everyday at the end
of trade to enable the system to take a reading and clear the days takings and ready the system for the
next days sales, if the Z report is not done the report totals will accumulate and consolidate on the
day/period you do take the reading.
4. To view the days sales without clearing, press the X/Z report button either on the function bar at the
bottom of the POS screen or in the Function menu
5. Press the (X) Print only reports button

6. Press the Financial Cashup report button

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7. The X report will then be displayed on the screen, you may choose to print the report by pressing the
Print button or close the report by pressing the Close button

8. To view and clear the financial report press the X/Z report button on the function bar at the bottom of
the POS screen or in the function menu
9. Press the (Z) Print and Clear Reports button

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10. Press the Financial Cashup Report Button

11. Count the cash in the drawer and enter the values of the denominations into the corresponding fields.
12. Once you are done, press the Okay button
13. You will then be logged of from the POS, if you wish to log in again, enter your user id and
password.

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14. Note that Z reports can be reprinted via the backoffice using date,
POS or report number. Simply go to Reports and select Financial
report.
15. Enter the desired dates, if you want to see the Z report for a
specific POS, enter the POS number in the register field or leave
blank for all POS.
16. If you want to view a specific report and know the number of the
report, enter the number into the report number field

17. Click
on OK

18. The Z report will now be displayed

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Convert from PLM
1. Click on File.
2. Scroll to Utilities.
3. Select Convert & Import Items from File.

4. A screen titled Select PLM file to Convert will pop up.

5. In the Look in: box, select [C:]

6. Select Program Files from the list of files and folders.
7. Select the Uniwell folder.
8. Select PLM2000.
9. Select the Data folder.
10. In here you will find a list of your PLM files.
11. Select the most current uploaded file.
12. Click on Open.

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13. A screen will appear with PLU numbers running, your file is now being converted into
POSWIZARD.

14. A message will appear, stating: Import Successful. Click on OK.

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Backup Data Files

1. Click on File
2. Scroll to Utilities.
3. Select Backup Data Files.
4. Or click on Backup on the toolbar.

5. Select where you want to backup to.

6. Click on OK.

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7. Click on Backup

8. The files will start backing up to your selected path.

9. You have successfully created a backup of your data files.

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Restore Data Files
1. To restore data you have backed up, firstly rename your data folder in the POSWIZARD folder on
the C drive to OLDDATA.
2. Click on File.
3. Scroll to Utilities.
4. Select Restore Data Files.

5. Select the path you want to restore from, this will be the same path that you have backed up to.

6. Click on Restore.
7. The files will be unloaded into a folder titled Restore.
8. In the POSWIZARD folder on the C drive, rename the Restore folder to Data.
9. Your backed up data has now been restored to POSWIZARD.

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Cash Register Day End Procedure
Step1
Go to Cash Register
Turn key to the X position
Enter 62
Press X, Press CASH
(To check for open accounts/tables)
Should you require to close any accounts/ tables:
Turn key to R and close the accounts/tables
Turn key to X
Enter 10
Press X, Press CASH
Turn key to Z1/P
Enter 1
Press X, Press CASH
Step 2
Go to computer
Double click on POSWIZARD
Enter username and password
Click once on upload sales
Click on OK
Wait............
Click on interface
Click once on upload account balances
Click on OK
Wait............
Click on interface
Click once on upload clerk sales
Wait............
Step 3
When complete
Click on Financial sales
Click on OK
Will display - Print if needed
Click on Item sales
Click on OK
Will display - Print if needed
Click on reports
Click on Account Balances
Click on OK
Will display - Print if needed
Click on reports
Click on Clerk Sales
Click on OK
Will display - Print if needed
Step 4
Click on Backup
Select folder/drive to backup to
Click on Backup
Step5
Close Program.

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FLAG SETTINGS ON ECR FOR DIRECT COMMUNICATION

NX5400-01
TURN KEY TO SP
ENTER 100
PRESS X
ENTER 62
PRESS POINT
ENTER 00000000
PRESS X
ENTER 66
PRESS POINT
ENTER 01000010
PRESS X
ENTER 00100000
PRESS X
ENTER 00111111
PRESS X
PRESS CL TWICE
TURN KEY BACK TO R

NX5400-02
TURN KEY TO SP
ENTER 100
PRESS X
ENTER 90
PRESS POINT
ENTER 00000000
PRESS X
ENTER 01000010
PRESS X
ENTER 00100000
PRESS X
ENTER 00111111
PRESS X
PRESS CL TWICE
TURN KEY BACK TO R

Cable Configuration
From PC to Till
DB 9M DB 9 F
1 GRND
2 2
3 3
4 1
5 4 BRIDGED
6 6
7 5
8 7
9 8

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FLAG SETTINGS ON ECR USING (NA700/720 ADAPTER & SCANNER)
NX5400-01
TURN KEY TO SP
ENTER 100
PRESS X
ENTER 62 NA 700 ADAPTER DIP SWITCH
PRESS POINT
ENTER 01000000
SETTINGS:
PRESS X S1 = 1,3,5,6,7,8 OFF
ENTER 66 2,4,9,10 ON(19200 BAUD RATE)
PRESS POINT OR
ENTER 01000010 1,2,9,10 ON(9600 BAUD RATE)
PRESS X S2 = 1 - 8 OFF
ENTER 00100000
PRESS X
ENTER 00111111
PRESS X
ENTER 75
PRESS POINT
ENTER 00010100
PRESS X
ENTER 00001000
PRESS X
PRESS CL TWICE
TURN KEY BACK TO R
NX5400-02
TURN KEY TO SP
ENTER 100 IMPORTANT
PRESS X
ENTER 5 SYSTEM FLAG 29 MUST BE SET TO
PRESS POINT 01000000
ENTER 00000001 ON BOTH THE VERSION 1 AND 2
PRESS X
ENTER 73
PRESS POINT
ENTER 00010100
PRESS X
ENTER 00001000
ENTER 89
PRESS POINT
ENTER 00001000
PRESS X
ENTER 01010000
PRESS X
ENTER 00101010
PRESS X
ENTER 00000100
PRESS X
ENTER 01111111
PRESS X
PRESS CL TWICE
TURN KEY BACK TO R

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FLAG SETTINGS Px5700
SF5 = 00000001
SF29 = 11000011
SF89 = 00000000
SF90 = 00100000
SF94 = 01000001
SF95 = 00111111
SF102 = 00100000

Vs2200 FLAT BED SCANNER TO Nx5400

SF90 = 01000000
SF91 = 00100010
SF92 = 00100000
SF93 = 00111111

TO SET TAX RATES ON THE NX CASH REGISTERS

NX5400
TURN KEY TO SP
ENTER 107
PRESS X
ENTER 1
PRESS POINT
ENTER 14.000
PRESS X
ENTER 0.000
PRESS X
PRESS CL TWICE

DS 788 SCALE LINK TO POSWIZARD

ON THE SCALE:
PUSH THE RE-ZERO BUTTON AND 141 ON THE ECR(LX5600):
USE + TO MOVE TO THE NEXT SPEC SET SYSTEM FLAGS:
SPEC3=0011 SF5 = 00001001
SPEC4=0100 SF90 = 00100000
SPEC5=1000 SF94 = 01000010
SPEC6=0001 SF102 = 00100100
SPEC7=0000 CREATE THE SCALE AND TARE
PUSH TARE BUTTON TO END SETTINGS. BUTTONS (222) & (236)

IN POSWIZARD:
WHEN CREATING THE PLU, SELECT THE ADDITIONAL
FLAGS OPEN PRICE ITEM, SCALE ITEM AND SCALE
MANUAL TARE WEIGHT

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Trouble Shooting
As with any software, it is important to run a backup every day or at least once a week, so in the event of a
system failure resulting in data loss, you will be able to revert to your latest backup, thus avoiding major down
time.

Common Errors in POSWIZARD:

Key Violation.
Causes: In most instances, a key violation error will arise when the program has not been exited correctly.
This usually occurs after a power failure or surge.
Suggested course of action: Run the Restructure function. In the event of the Restructure not rectifying
the problem, you may need to empty your audit table in the database explorer. If you are unfamiliar with the
database explorer it is suggested you refer to your dealer for assistance.

Communications Error.
Causes: there are a host of reasons for a communications error arising. Incorrect system flags being set on
your cash registers. Incorrect settings in Setup Registers. Incorrect/faulty data comms cable. Use of
comma’s (,) in the item description field. An item with a 0(zero) PLU number. Faulty ports on either the
cash register or PC.
Suggested course of action: Systematically check for the above causes. Ensure that your cables are
correctly wired and plugged in securely. Check your sytem flags on the cash registers and in Setup
Registers. To search for comma’s in your database, click on Item Stock on your toolbar, in the description
field, check the Containing box and type in a comma (,). Click on OK. Should there be any items in the
report, make a note of these items and go to edit item details to delete the comma’s. To check for an item
with no item number (all zero’s), go to View Items, you will be able to see here if such an item exists in
your stock file, delete this item. Lastly, run the Restructure function.

Invalid Password.
Causes: Incorrect password being entered. No password being entered.
Suggested course of action: ensure that your Num Lock and Cap Lock are on. Click in the password field.
Re-enter the password then click on OK.

Unable to enter your Password?

Causes: POSWIZARD was closed incorrectly, minimised and closed.
Suggested course of action: maximise the screen, then enter in your password.

Why are the stock quantities not being updated after my stock take?
Causes: You probably have not completed the stock take procedure.
Suggested course of action: ensure that you have done step 5 of the Stock Take Procedure.

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How to do a Restructure

1. Before doing a Restructure, it is suggested you do a back up of your data files. Note that if you have corruption
in your data files, do not overwrite any existing backups, instead back up to a new path.
2. Click on File.
3. Scroll to Utilities.
4. Select Restructure Data Files.

5. A message will pop up, advising you to do a backup before running the Restructure. If you have already done
the backup click on Yes, otherwise click on No and do a backup.

6. Upon clicking on Yes, the Restructure procedure will begin to run.

7. The procedure will run through the tables, restructuring each one, which should rectify any errors in the
database.

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