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InstallationHardware provided by us will come preinstalled and configured. When first opening the application you will be asked to log in using your Vision Live credentials (these are the credentials which Commerce users use to first log in to the Vision Suite Launcher). These may be generic credentials used among all users in your company, or a specific user’s credentials. Enter them and click ‘Retrieve Settings’ to connect to your system. Once connected you’ll be presented with the login screen with your unique ‘Device ID’ displayed. User / device access & configurationIn order to login you must first permit your device access to your Commerce system and create a Horizon user in: https://visionsoftware.atlassian.net/wiki/spaces/VC/pages/569311303/Frequently+Used#Access-Management. User setup
Device setup
Alternate Stock WarehousesProvides the ability to check available stock in warehouses other than the shop and purchase those items which then generates the Commerce order(s) to:
Payment would be taken at the point of sale prior to the orders being sent, Commerce orders would then be generated to obtain the rest of the order. For example if you wish to use the first option (arrange the stock to come to the shop), and you have 3x shops in Paris, enter ‘Paris shops’ as the description and setup the Paris shops in Warehouse1, 2 & 3, finally in the user grid above, set ‘Alt Stock’ to ‘Paris shops’ for the users to which it would apply. |
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SettingsThe first time you login you’ll be directed to the settings screen as it’s imperative to set the options (especially in the ‘Config’ tab) before using the software. Settings can also be accessed from the button in the sales screen: SalesThis tab is used after sales have been made, it lists the totals for each of the payment methods used. X/Z read
Report output example:
Replen stockReplenish/restock shop stock from another warehouse, this creates a transfer request from the selected warehouse to the shop by displaying products sold throughout the day and their quantities. Users can edit these quantities or remove products completely before saving the order. OptionsSearch category optionsDefines how your products are displayed in the sales screen. When using a barcode scanner the display of products is irrelevant as you simply scan and the product is added to the sale. In all other cases users have to find the product, as there can be many we group them into 2x categories and here you can define those two categories according to your preference. So for example if you want users to first select the product type followed by the product style to see all matching products, then Product Type would have ‘1st’ selected, and Product Style would have ‘2nd’ selected. LayoutDefines if the products are shown in a list or grid format in the sales screen. In the example above products are shown as a ‘List’, below you can see them as a ‘Grid’
Sync DataForces Horizon to get the latest information from Commerce.
Image upload
Allows users to upload/take (using the device’s camera) product images which will be automatically stored in Commerce and available in ‘Product Maintenance’. Commerce supports various image types for the products, Horizon uses the ‘Single Shot’ to display in the sales screen (only when the ‘Grid’ ‘Layout’ option is used). Search for a specific product using the search in the top left, or tick ‘Show products without images’ to quickly display all products needing an image.
ConfigIt’s imperative to setup the options here before using the software.
‘Export Data’ to export Horizon’s data to allow you to later… ‘Import Data’ to restore Horizon’s data from an earlier ‘Export’. |
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SalesSale entryThe screen is split into two halves, on the left the product search / entry, on the right the sale.
Adding items to the saleThe various ways of adding products to the sale are described below. When a product is added, the current sale prices are obtained from Commerce, if the connection is unavailable then the prices stored at login are used instead. Adding a product multiple times increments the quantity. ScanningScan a product’s barcode to add it to the sale, if the barcode cannot be read it can be manually entered into the ‘Barcode’ field at the top of the screen. SearchingPress the ‘BARCODE’ button to toggle to the ‘PRODUCT’ entry option, which allows searching by product code or description with the on-screen keyboard. Alternatively browse by selecting one of the ‘Categories’ displayed on the left side (black) menu, where a sub-category will be displayed. Click that to display all of the matching products in the adjacent column & press the desired product to add it to the sale. Reset Search will undo the category selections. Non stocked itemsSales for stocked items have an order created in Commerce which is automatically allocated and delivered. If a sale is processed for an item which is not in stock in the shop’s warehouse, a Commerce order will be created but a user will have to allocate and deliver manually it. If ‘Alternate Stock Warehouses’ are setup above and the sale has been setup to use the customer’s account, pressing the item will allow you to check for stock in the alternate warehouses and specify where the stock should come from. Modifying the sale itemsUsing the third column on screen. Remove an itemPress the item in the ‘QTY’ column use the red delete button to remove. Modify the quantityPress the item in the ‘QTY’ column and use the numeric keyboard, press OK. Modify the pricePress the item in the ‘PRICE’ columnand then ‘CHANGE PRICE’ button. If the logged in user is a Manager the price can then be amended immediately, alternatively the Manager login prompt will be displayed allowing a manager to enter their credentials and amend the price on behalf of the user. Sale optionsSale options are defined in the rightmost column. CustomerThe customer is defaulted to the account defined in the settings, this is usually a generic customer account for sales to be recorded against for the shop. To allocate the sale to an alternate customer account, use the search button to find them in Commerce. The Commerce order created will then be recorded against the selected customer’s account. To create a new account press the + button. SalespersonCommerce sales can be allocated to a a particular salesperson, this is defaulted to the customer’s Account Manager but can be overridden with the ‘Salesperson’ option on screen. Sundry chargesAdd a sundry charge to the order using the ‘SUNDRY ADDITION’ on the right side. Sundries are loaded from Commerce, alternatively users can directly enter a sundry charge value which will be added to the order total. DiscountsPress ‘ADD DISCOUNT’ on the right side and enter a discount value to apply to the order. Saving a sale to recall laterOften used in a bar/restaurant environment, items consumed can be added to an order and saved, recalled later, modified, repeat until finally the payment is made. Add an item to the order and press ‘Save’, the user enters a ‘tag name’ (i.e. table number or person’s name), press OK. Press ‘Recall’ and then select the sale to recall. Sale paymentPress ‘PAY' on the sales entry screen to proceed to payment. Payment methods
Delivery methodsThe customer will be assumed to be taking the goods now, to change to a delivery select ‘Customer delivery’ and confirm / edit their address. Finalise the salePress ‘PROCEED’ to finish the sale, this is posted to Commerce. |