JPOS FAQs

The first time a vendor is used for a paid-out the details of payment will be set as a default for that vendor. So the next time that vendor is selected for a paid-out the same bank account or cash paid-out and expense category will be appear selected by default.

If you choose cash as the method of payment, the Cash total in the Reconcile Drawer Report will reflect the paid-out amount.

2. INVENTORY EXPENSE ACCOUNTS

To create an easy way of tracking your gross income/loss from a specified department make corresponding expense accounts to your inventory accounts. For example: if you have an inventory account titled Inventory-Candy your expense account would be Inventory Expense-Candy. Then all you need to do is subtract your Expense account from your Income account and you have your gross income/loss for that specific account.

3. THE LIST

TO ADD ITEMS TO YOUR LIST

Right-click on the corresponding box where you would like to place the item on your list, this will bring you to the “Find Item” screen. Choose your method of searching for the item and when found click the item and click next. The item will now be in the “List” box.

4. MENU

ADDING ITEMS

If you need to add a new Heading to your menu right-click the block that you would like to use. On the new screen type in the Heading name on the first line and assign it to a department.

To add a new menu item under a Heading click the heading you would like the item under and then right-click an empty box to the right of the heading.

The department will automatically appear as default according to what heading you are under. The next line will be the name that appears on the button, and the following line is the name that you want printed on the menu slips. Choose how the item will be cooked, the bread that it will be on and the printer the slip will print to. If the item you are adding to your menu is already in your system click the drop arrow to find it, if the item is new click the “New” button to continue to the “Add New Item” screen.

REPRINTING/RECALLING MENU SLIPS

To recall and reprint a previous order go under the “Menu” screen and click the recall button (an “R” in a blue circle). This will give you a list of recent orders. Select the order you would like and click OK to reprint it.

SPLITTING ORDERS

5. INVENTORY

KEEPING INVENTORY

If you have no or inaccurate inventory in the system and are now counting your inventory on hand you can adjust items in your inventory by going into the BackOffice, selecting the “Items” button on the left side of the screen and then clicking the “Update Inventory” button at the top of the screen. At this point you can choose your method of finding items. The items that fit your criteria will come up one by one and you can adjust your inventory as you go.

MAKING ORDERS

If you know you have accurate inventory in the system you can use the “Orders” button on the left side of the “BackOffice” screen to create a new order with the “New Order” button at the top of the screen. After clicking this button you will need to select a vendor at the top of your screen in the designated area, and give the dates for the current order and the next order. Your items from the corresponding vendor will appear in a list with the current inventory next to the item name and the recommended quantity to order of that item. When you are done making any adjustments to the recommended order hit the save button.

When an order is received from the vendor click the “Receive” button in the “Orders” screen. Select the

6. CUSTOMERS

LAST NAMES FIRST

When inputting customers into your system it is more likely to put in a customer multiple times if done by the first name. If customers are put last name first it is easier to find them during a transaction.

INACTIVE CUSTOMERS

If there is a customer that you don’t need on the list you can edit them to make them inactive by going under the customer information and unchecking the “Is Active” box. The customer will disappear from the touchPOS screen but will remain on the customer list in the BackOffice.

7. ITEMS

DISCONTINUING ITEMS

If you are not using an item anymore you can make it discontinued. Go into the BackOffice and find the item under “Find & Edit” items. By selecting the item you will find a discontinued selection on the right side of the screen that you can check. By checking this item it will be put in line to be overridden the next time you add an item.

MASTER ITEMS

SALE ITEMS

If you have an item that needs to go on sale you can edit the item by finding it under the “Find & Edit” button. When the item you want is found select it and click the “Cost & Retails” tab at the top of the screen. On the right side of the screen there will be sale selections. Begin by selecting the starting and ending date for the sale. This is convenient because then you don’t have to remember to go back in and change the price at the end of the sale, the system will automatically switch it over to the normal pricing. Now put the sale cost per order in and the sale price in.

DISCOUNTING ITEMS

There are two different ways to discount items, you can discount a single item at a time on the POS screen by selecting one of the items you have rung up for the customer and select the “Discount” button on the top of the screen. You then enter the percentage you would like to discount it by. If you would like to discount the whole purchase you can go to the subtotal screen and select the discount button on the right hand side and choose a percentage to discount.

PRICING BY QUANTITY

If you have a 2 for $1.00 deal going on you can find the item under the “Find & Edit” screen, select the item, select the “Cost & Retail” tab, and at the bottom of your screen you will see a “Qty.” column. In this column you will be able to input different quantities and in the column to the right you can put the corresponding retail price. Now when the specified quantity is rung up in the register the corresponding price will automatically appear.

USING VENDOR CODES

Sometimes on vendor invoices you will find vendor codes (not to be mistaken for UPC codes). These codes can be inserted in the JPOS system by finding and editing the item. The place to insert the number is on the bottom of the “General” screen on the “Vendor SKU” line. These codes can be used for inventory purposes. When receiving an order go under the “Orders” selection under the BackOffice, select the “Receive” button and then the “Input From Invoice” button. There will be a selection of search type by SKU or UPC. If you select SKU you can just input the vendor number and the item in your inventory will come up so you can input the quantity received.

8. FILING STATE SALES TAX

GROSS SALES REPORT

By going into the BackOffice under the “Reports” selection and choosing the “Gross Sales Report” you will automatically receive the amount of taxable sales and non-taxable sales. The report will also show you how much sales tax you owe so you don’t have to calculate it.

9. PAYROLL

TAX RATES

For anyone who would like to use the JPOS system to do their payroll you can get your tax rates from JPOS. The rates will be e-mailed to you at your request. After receiving the rates, go under your payroll screen, select the tax rates button and input the current rates into your system.

10. RECONCILING THE DRAWER

To reconcile the drawer make sure you put in the starting cash in the drawer when you open the touchPOS.At the end of the day go into the BackOffice, select the “Register” button and then the “Reconcile Drawer” button. Select a user and input the amount of cash, checks, credit card slips etc. in that drawer in the middle column. Do this for all users. The “Reconcile Drawer” screen will also calculate the amount of your deposit.

11. RECONCILING BANK ACCOUNTS

12. NETWORK TROUBLE SHOOTING

13. FORM LAYOUTS

CHECKS

STATEMENTS

14. RECEIVING PAYMENT ON ACCOUNT

HOW TO APPLY IT

Go into the BackOffice and select the “Customer” button on the right and then the “Receive Payment” button at the top. Select the customer that is giving payment and then the amount that they are giving and then the amount they want to apply. Last, select the method of payment.

USING “F2”

By using F2 you can accept checks without throwing your drawer off.

15. REPRINTING RECEIPTS

If you need to reprint a receipt on the touchPOS click the “Receipt” button. The most recent receipt will be the first one that shows up, if you want a receipt that was done previous to the present receipt press the back button until you find the receipt you would like, and press print.

16. TRACKING FUEL

DELIVERIES

17. BACKING UP FILES

To back up your existing files on JPOS there is an icon on your desktop that reads

18. REFUNDS

To issue a customer a refund click the blue refund button at the top of your touchPOS screen and then scan the customer’s receipt from the purchase that he would like to refund. Continue as if it is a normal sale.