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Administrator guide 3 uniCenta oPOS Administrator Guide Jack Gerrard September This Administrator Guide deals with the setup and con ?guration of uniCenta oPOS after installation It is a ??How to ? of key points for Security Stock and Receipts to enable a

uniCenta oPOS Administrator Guide Jack Gerrard September This Administrator Guide deals with the setup and con ?guration of uniCenta oPOS after installation It is a ??How to ? of key points for Security Stock and Receipts to enable a quick customization to suit the users operation CContents Managing Authentication and Authorisation Editing Roles and Permissions Sales panel Sales panel button Payment method Customer panel Stock Management panel Sales Management panel Maintenance panel Users Setting up Stock Taxes Categories Products Change the default receipt layout Edit the receipt Language Ticket Display Editing the image CManaging Authentication and Authorisation Editing Roles and Permissions Go to Maintenance under Administration and Select Roles To edit the permissions you have to create a new Role and edit its permissions The format used is XML which describes the forms used by the Role to which it has permission to use By default the Administrator Role has access to all the application Use this Role as the template for new roles Below is the application's list of options you can grant access to a Role Sales panel Sales panel button Payment method Customer panel CStock Management panel Sales Management panel Maintenance panel CUsers Choose Administration then Maintenance and select Users To create a new User Click button New Enter the new User name in the Name ?eld and then select their Role You want them to be visible so do not change anything else Setting up Stock Taxes Go to Stock under Administration and Select Taxes Here you can set up Tax bands that can be associated with Products This allows taxation calculations to be performed automatically To create a new Tax band click on the button New Edit the name and set the rate value After you are done click the Save button Categories Go to Stock then Administration and select Categories Managing the catalog consists of setting up Categories and adding Products to those Categories Note Products must belong to one Category The Category form is very much like to the Taxes screen Here you can de ?ne several Categories under which you can assign your Products Categories are organised hierarchically Categories can have sub-Categories To Add a sub-Category First select a parent Category from the drop down Category list Optionally you can add a picture for each Category by editing the Image ?eld To do this Select the folder button then Browse your ?les and select the desired image You can also Add all the Products that belong to one Category by pressing the button Add to Catalog and also remove all of them pressing the button Remove from Catalog Products Select Stock under Administration and Select Products The value entered in the Barcode ?eld is used to search Products when using the barcode reader You must set the Buy Price and the Sell Price Either enter a Sell Price with or without taxes included or edit the desired percent Margin Per Unit Note Every Product must belong to a Category and must have