Terminal Overview

The terminal is the frontend of your sales process. It's the part of Bluestore Live that your operators and store managers will use to sell your goods to your customers.

Your enterprise administrator can download and install a terminal on any computer or on your chosen store hardware, directly from your web console. You can learn how to do that in these tutorials.

During installation of your terminal, Bluestore Live will create a shortcut or alias item on your desktop (if using Windsows, otherwise navigate to the destination folder of the Bluestore download). Double click on this icon to start your terminal.

At the Sign On screen, you will need to enter your user and password details, set up for you by an Enterprise Admin in the web console.

User Code:

Press the graphical Users button and choose your user from the list. Alternatively you can directly enter your nickname in the user field.

loginusers.gif

Password:

Enter your password. 

(The demo users Jane Smith - store manager and Joe Bloggs - operator with limited access both have default pass code 12345).

Press OK.

Bluestore Live comes filled with sample data and products, so the easiest way to learn how the terminal works is to make some sales!

In the drawer menu, select 'Open Terminal'.

This will prompt you to enter a drawer float amount. Enter zero or any amount for the drawer float and press ok to close the window.

The terminal is now 'open' and we are ready to start selling. Select a product using the category buttons to start a sale.

 

Once the terminal is open, all of the POS functions are available

As an example, the Security settings page looks like this....

terminalsecurity.gif

The main graphical toolbar is split into 6 sections. *Note - Options for the drawer function and system tools will only be available if the logged in user has Store Manager privileges*.

Security -

1) Change My Password
Change your details in the dialogue box and Press Save.
2) Lock Terminal
This locks the terminal immediately. The terminal will also lock when timed out. Time out length is specified under Preferences in the terminal.
3) Sign Off
Logs the current user out of the terminal.
4) Turn Off
Shuts the terminal down completely. This function will only perform when the terminal session has been reconciled and posted.
1) Change My Password - Change your details in the dialogue box and Press Save.

 2) Lock Terminal - This locks the terminal immediately. The terminal will also lock when timed out. Time out length is specified under Tools/Preferences in the terminal.

 3) Sign Off - Logs the current user out of the terminal.

4) Turn Off - Shuts the terminal down completely. This function will only perform when the terminal session has been reconciled and posted.

 

 

TimecardThe time card options look specifically at the activity of the users of the terminal.

1) Clock Me In/ Clock Me Out - Users don't have to be clocked in to use the terminal, but if you are planning on monitoring user activity, it's a good idea to get into the habit of making this one of the first functions you perform when opening or closing a new session.

2) My Timekeeping - Get an 'on the fly' report of the current user's activity on your terminal.

 

Stock

1) Stock Receive - Enter stock deliveries.

2) Write Off - This function can be used to write-off a product in the case of, for example, theft or damage. This will modify your stock levels and be shown in your reports. 

3) Write On - Used in the opposite way to Write Off. Example uses include, finding an extra case not included in original stock take, an item return that wasn't processed,a mistake made in write off. 

3) Stock Count - A basic manual stock take function which sets the stock level of each product. 

4) Stock Enquiry - At the point of sale, if a customer's chosen product is not on the shelves, check the stock staus with this function.

5) Quantity by Store - Check the stock level of a specific item and receive the results by stores connected to your enterprise.

 

Sell - Your main sales tool on your terminal.


1) New Sale - Just one of the ways in which the user can begin a new sale transaction.

2) Restore Order - If you Park an order, you can restore it any time using this function. You can park as many orders as you like. Just choose from the list which one to restore, and then continue with the sale.

3) Find Order - You can recall old orders with the sales transaction code (displayed on the receipt).

4) Check Price - Find price information on your terminal. Locate the product - using either product search button or via the product selection area.

 

Drawer (only visible to users with Store Manager status) - 

1) Paid In - A transaction to record the reason why money has been paid into the drawer.

2) Paid Out - Records in your reports a reason why money has been paid out of the cash drawer.

3) Pick Up - Transaction recording the tender type and amount released from the drawer to be banked.

4) Kick Drawer - Opens the drawer

5) Reconcile Drawer - Your end of session reconciliation.

6) Till Status Report - Gives an 'on-the-fly' report of that terminal, including total sales value and number fo transactions performed.

7) Close Terminal - Close down the terminal completely - will prompt a final reconciliation before closing down.

 

Tools - Configure terminal settings and preferences. (Only available to Store Managers).

1) Preferences -  Set preferences for sales, stock, drawer functions, vouchers, timekeeping, system, label printing, receipts printing.

2) Hardware Configuration - Configure external hardware such as receipt printers and scanners.

3) Test Printer - Immediately prints a test receipt.

 

 


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