Step by Step Guide for New BitPOS User
The main goal of this beginner's guide is to provide a step-by-step walkthrough of the software. It covers setting up accounts, managing inventory, and guiding through the selling process in the cashiering area. This guide aims to empower users by offering clear, detailed instructions on configuring accounts, handling inventory, and efficiently conducting sales transactions at the cashiering point.
PPS: Click the link for tutorial to know the process
POS Set Up Process
Back Office Initial Set Up Process
1.User Name and Password
- Please log in to you’re back office
- Username: admin
- Password: Bitpos2023!
2.Company set up - this is a process where you input details of your business.
- Company Set Up Tutorials: https://wiki.bitpos.pro/pmwiki.php?n=Main.CompanySetUp
- Logo Tutorial: https://wiki.bitpos.pro/pmwiki.php?n=Main.CompanyLogo
3.User Account Set up - This is where you create a user account for your system. It can be for your POS Cashier, manager and many more
- Cashier Account: https://wiki.bitpos.pro/pmwiki.php?n=Main.CashierAccount
- How to edit User Account :
- How to inactive User Account:
4.Items / Inventory Encoding
- Item Categories - Category is a group specification of your products
- Ex: Drinks And Beverages , Main Dishes
- Create Category: https://wiki.bitpos.pro/pmwiki.php?n=Main.PurchasedCategory
- Category Editing: https://wiki.bitpos.pro/pmwiki.php?n=Main.CategoryEditing
- Category Deletion: https://wiki.bitpos.pro/pmwiki.php?n=Main.CategoryDeletion
- Category Inactive: https://wiki.bitpos.pro/pmwiki.php?n=Main.CategoryInactive
- How to Reactivate Inactive Categories: https://wiki.bitpos.pro/pmwiki.php?n=Main.ReactivateInactiveCategories
A.Items - the process of encoding your Item / SKU’s
DIRECT ITEM Creation - This set up is where you directly input the finish Dish (No Automated Ingredients Deduction)
- Creating Item: https://wiki.bitpos.pro/pmwiki.php?n=Main.FoodBusinesses
- Item Editing: https://wiki.bitpos.pro/pmwiki.php?n=Main.EditingItemName
- Item Deletion: https://wiki.bitpos.pro/pmwiki.php?n=Main.DeleteItem
- Item Inactive: https://wiki.bitpos.pro/pmwiki.php?n=Main.InactiveItem
- How to Reactivate Inactive Items: https://wiki.bitpos.pro/pmwiki.php?n=Main.ReactivateInactiveItems
INGREDIENT INVENTORY ITEM ENCODING
- Sales Kit Tutorial : https://wiki.bitpos.pro/pmwiki.php?n=Main.SalesKitForRestaurant
- Edit Sales Kit Tutorial: https://wiki.bitpos.pro/pmwiki.php?n=Main.EditSalesKit
- Delete Sales Kit Tutorial: https://wiki.bitpos.pro/pmwiki.php?n=Main.DeleteSalesKit
3.Sales Pricing - this is where you input the selling price of your Product
- How to Add New Sales Pricing: https://wiki.bitpos.pro/pmwiki.php?n=Main.NewSalesPricing
- How to Edit Sales Pricing: https://wiki.bitpos.pro/pmwiki.php?n=Main.EditSalesPricing
- How to Add more than one Sales Pricing: https://wiki.bitpos.pro/pmwiki.php?n=Main.MultiplePriceLevel
- How to Excel Sales Pricing Editing: https://wiki.bitpos.pro/pmwiki.php?n=Main.ExcelSalesPricingEditing
Basic Cashiering Process:
1. Searching of Items - the process of punching or searching an item in the POS Cashiering Side
2.Selling process - the process of tendering or selling in the POS Cashiering side
3.Removed - Removing of item punched / scanned that is not yet paid
- Single Item Tutorial : https://wiki.bitpos.pro/pmwiki.php?n=Main.Remove
- All Item Tutorial : https://wiki.bitpos.pro/pmwiki.php?n=Main.ClearSales
4.Returns - returns of product for replacement and exchanges
- Tutorial Returns : https://wiki.bitpos.pro/pmwiki.php?n=Main.Returns
- Tutorial Replacement:https://wiki.bitpos.pro/pmwiki.php?n=Main.Replacement
5.Cash Count - Cashier cash declaration at the beginning and end of the shift
- Cash Count Tutorial: https://wiki.bitpos.pro/pmwiki.php?n=Main.CashCount
6.Changing of Item quantity
- Adding of Quantity Tutorial: https://wiki.bitpos.pro/pmwiki.php?n=Main.AddQty
- Deducting of Quantity Tutorial : https://wiki.bitpos.pro/pmwiki.php?n=Main.MinusQty
- Item Set UpTutorial : https://wiki.bitpos.pro/pmwiki.php?n=Main.ItemSetUp
7. Tagging or Recording of Customer
- Tagging of Customer Tutorial : https://wiki.bitpos.pro/pmwiki.php?n=Main.TaggingForCash
8. POS Payment Type
- Manual GCASH Tutorial: https://wiki.bitpos.pro/pmwiki.php?n=Main.POSManualGCASH
- Manual Credit Card Tutorial : https://wiki.bitpos.pro/pmwiki.php?n=Main.POSManualCreditCard
9. Senior Discount
- Senior Discount Tutorial: https://wiki.bitpos.pro/pmwiki.php?n=Main.SDIRestaurant