This is an overview of the basic steps that are useful to be performed prior to recording the first item in the cash register. At each operation you will also find links to related chapters.
However, you do not have to perform all the steps listed below; everything depends on how you will be using the cash register. To simplify the cash register operation as much as possible, after installing applications you only need to create sold products and set up the printing. Then shops can activate the PLU keyboard for Immediate sale and set up Returnable containers. In the basic configuration, you can start using Dotypos almost immediately, see the frame below.
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You can put the cash register quickly into operation in these 4 easy steps (10 minutes): 1.Connect cash register to the Internet, install applications and perform the activations. 2.Enable the calculator for Immediate sale. 3.Set up printing. |
Recommended steps for the full-range operation mode
1.Get acquainted with the operating conditions, compose the cash register and connect the peripherals:
Operating conditions
Cash register preparation
2.Connect the cash register to the Internet and install the applications:
Connection to the Internet and Installing applications
3.Run the Dotypos application and go through the activation wizard:
Activation
4.Get acquainted with the Dotypos user interface and Warehouse application:
Main screen, Main screen guide, Tile menu, Payment dialog
Mobile view
Application Warehouse
5.See how to cancel an order.
6.In the shop, activate the PLU keyboard for an immediate sale:
Immediate sale
7.Set up the cash register drawer function and print both receipts and orders (if you will be using a second printer in the kitchen):
Print and Cash register drawer
8.Create categories and products (items) to be sold. You can also import items to the cash register via Dotypos from a csv. file prepared in advance:
Batch import of items
Item management screen
Creating, moving and deleting categories, Creating, moving and deleting products, Subcategories and shortcuts
Batch stockup
9.If you sell products composed of ingredients, set the ingredients:
Warehouse ingredients
10.Stocktaking:
Stocktake
11.Create user accounts for operators and assign user privileges to them:
User management and User privileges
12.Read how Dotypos really works and how individual accounting operations are reflected in the sales overview and warehouse stock:
How Dotypos calculates?
13.Open the cash register and start to charge:
Open/close cash register
Parking orders and History
14.Get acquainted with Dotypos Cloud and learn about its possibilities:
Dotypos Cloud, Warehouses
15.Look at the Z-report and the sales overview and set the Z-report to be emailed automatically:
Z-report and Sales overview
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Remember to update all cash register applications regularly. New versions are usually launched every 30 days. You will find information about how to easily update the cash register application in this chapter. |
