XW POS Manual English

1. Register and download POS from POSMARKET

1. Activate POS

1. Make sure internet connection active
2. Click “Activate” Below login button
3. Registration box pop up, click “Activate”.

2. Update POS

1. Go to www.posmarket.com.my
2. Go to “Download” > Software, Driver & Brochure
3. Download the latest BizCloud POS
4. Before installing, open Bizcloud POS > System Tab > Click Backup now
5. Close Bizcloud POS
6. Run the downloaded file & Install the latest version, done.

3. Contact online support

1. Contact us – KL Office: +603 2780 3880 | PG Office: +604 2024 033 | JB Office: +607 4890 353
2. Operation hour
   Monday – Saturday 9am – 6pm
   Sunday 2pm – 6pm  

4. Feature add on

1. Make sure internet connection is active
2. Open Bizcloud POS, click “Pay” button. It will direct you to a webpage
3. Click modules you need,
4. Click “Pay Offline Client”
5. Make Payment online
6. Repeat step from 1.a, done.

5. Where is the Company Code

1. Open Bizcloud POS, click “Setting” button
2. Enter admin login ID & Password
3. Company code will be at the bottom after company ID in General Tab

6. Multiple operation hour

1. Open Bizcloud POS, click “Setting” button
2. Go to General tab & click Attendance/Time
3. Set you operation hour & click “Force Daily End hour”, re-login Bizcloud POS, done

2. Receipt

1. First receipt

1. Open Bizcloud POS & Login
2. Click an item/scan a barcode
3. Enter payment value in tendered
4. Click Cash, done

2. Reprint

1. Go to Receipt Tab & click Receipt List
2. Search receipt date & receipt number
3. Right click on the receipt
4. Select Reprint, done

3. Perform discount

1. Open & Login to Bizcloud POS
2. Itemized Discount – Select an item& click on the “DISC” / % column
3. Receipt Discount – After entering all item, click “DONE” button on the right
4. Click “Extra Discount” on the left
5. Enter your discount, done.

4. Void

1. Go to Receipt Tab & click Receipt List
2. Search receipt date & receipt number
3. Right click on the receipt
4. Select void & key in Admin ID & Password
5. Choose whether customer return the item
6. Choose whether refund made to customer
7. Enter reason
8. Voided receipt will be shown in grey color

5. Real delete for optimization

1. Go to System Tab > Click Backup now
2. Go to Receipt Tab & click Receipt List
3. Search receipt date & receipt number
4. Select all/multiple receipt for delete
5. Click “Receipt” tab > select Delete Receipt
6. Click Confirm to delete, done

6. Design own receipt layout

1. Go to Receipt Tab > Report Designer
2. Click Designer, create your own receipt layout/report, done

7. Service charge

1. Go to system, POS Setting,
2. Click TAX/VAT/GST
3. Enter your Service charge details
4. Click Enable Service Charge, click Save
5. Re-login, done

8. SST

1. Go to system > POS Setting
2. Click TAX/VAT/GST, enter your SST details
3. Click enable Tax, click Save
4. Re-login, done

9. GST

1. Go to system > POS Setting
2. Click TAX/VAT/GST, enter your GST details
3. Click enable Tax, click Save
4. Re-login, done

10. Partial payment

1. Select Item, enter amount customer paid
2. Click order, done
3. Edit the receipt for next payment.

11. Different payment type

1. Select item, click Other
2. Select payment types & enter details

12. Assign service by

1. Select item, Tick Check box for the item beside “Serv by”
2. Click “Serv by” & select employee name
3. One Receipt/Item may be assigned with different/several employee, done.

13. Combine and split receipt

1. Combine Receipt, create order
2. Go to receipt tab & click combine receipts
3. Search receipt & select receipt on both column, click combine, done
4. combined receipt will be shown in grey.

14. QR code for item purchase

1. Go to Inventory > Inventory list
2. Create New Item with barcode
3. Item will be created with QR Code
4. Right click on the QR code & save
5. Customer scan the QR Code and made order online
6. Go to Receipt > QR Code online order
7. Search date & Check order
8. select confirm/reject order, done

15. Set receipt header

1. Go to System > POS Setting
2. Select Receipt tab, enter Header Details
3. Upload Image for logo (A4 on the Left, 80mm on the Right)
4. Check Use Header/ Use Image
5. Save, done

16. Delete/inactivate item

1. Go To inventory > inventory list
2. Search & select item
3. Right click item to edit
4. Set Active/Inactive (bottom on the left)
5. Save, done
6. Deactivate item won’t be shown in the inventory list

17. Serial control

1. Go to inventory > inventory list
2. Create item > Select TRUE for Serial control, click receive
3. Enter Serial Number/IMEI/Remarks
4. Quantity will be added on based on Serial Number/IMEI entered
5. Click apply to receive, done

18. Physical control, reorder level

1. Go to inventory > inventory list
2. Create item > Select TRUE for Physical Check & enter reorder level (Quantity)
3. Alert will pop up if reaches reorder level
4. POS won’t allow receipt creation if quantity sell exceed item’s physical level

19. Item expiry date

1. Go to inventory > inventory list
2. Create item > Select TRUE for MFG expiry control
3. Receive item (must enter expiry date)
4. Alert will pop up once expiry date near

20. Adjust receipt font size

1. Go to System > POS setting
2. Click on Receipt list/ layout
3. Click Configure
4. adjust font size according then Save

21. 58 mm, 80 mm, A4 receipts

1. Go to system > POS setting
2. Click on Receipt List/ layout
3. configure your printer setting & details
4. 58mm & 80mm share same configuration

3. Cash drawer

1. Open

1. Operation > Open Cash Drawer

2. Setup

1. no driver is needed for cash drawer
2. direct connect the RJ9 to the back of the receipt printer and during printing process, the cash drawer will automatically be triggered and open
3. if receipt printer is not being used, one can always opt for a Cash Drawer Trigger.

4. Interface

1. Arranging

1. Go to system > interface
2. Choose layout preferences & click save
3. Re-login the system to see changes

2. Create payment shortcut

1. System > Payment Setting
2. In the middle bottom part of the page, select the desirable shortcut and tick Separate Button for Easy Access

3. View alerts

1. Alert button is at the top right
2. Go to System > Interface to enable Alert button if the button can’t be found
3. To remain the alert, just close the form
4. if wish to clear the alert just click all read
5. Can choose to print out the alert

4. Setup keyboard binding

1. System > Key Binding
2. Select the process that need to be bind, and press the desirable key, and save.

5. Login method

1. Username & password
2. RFID card
3. Magnetic card

6. Setup web cam snapshot with receipt

1.  Go to Setting on the login page > Webcam
2. Select the desirable webcam, save.

5. Reports

1. Generate summary report

1. Reports are at Receipts > Reports

2. Auto email sending

1. Email details can be set under System > Vocotext Email Setting
2. Under General, select the report that you would like to receive
3. Under Email, key in the necessary details

3. Design own report

1. DIY report is at Receipts > Report Designer

6. Item

1. Import

1. At inventory list, Item > Import Items
2. template can be downloaded for reference
3. CSV files must be saved separately with UTF-8 format

2. Create category

1. Inventory list > Item Setup > Category
2. Child category is supported

3. Create item

1. On the main page, under Item > New Item

4. Set Item

1. Go to inventory list
2. Create a new item with set price
3. Go to Set Tab, create set name & select corresponding item
4. attach set item & click save, done

5. Stock adjustment

1. At inventory list, right click item to be adjust, and select Stock Adjustment
2. Once in Adjustment summary page, hit the Adjust button.
3. Enter the desirable quantity and hit save

7. Item price

1. Edit

1. In the inventory list, double click the item, you will be presented with multiple settings of that selected item.

2. Multiple price for item

1. Under item edit page, select the Prices tab
2. Select the default pricing, make necessary changes, and hit Insert.

3. Change price on the fly

1. Setting can be found under item edit page.
2. Once the item is selected in a transaction, a pop out windows will appear to let you to enter the desirable price.

8. Item option

1. Create options

1. At inventory list, under Item > Item Option
2. Hit NEW, key in the item option name and price (if any), and hit SAVE
3. After save, select the newly added item option, and select the item to be included with the option, and hit SAVE.

9. Barcode

1. Create custom barcode

1. Customer unique barcode can be generated for each item using the Generate button in the item edit page

2. Print many barcode

1. In the inventory, select the item to be printed, and click Barcode > Print Barcode
2. Make the necessary changes on the setting, as well as the quantity to print under COPY column, and hit PRINT

3. Barcode set

1. Weight scale barcode label set is under Barcode > Barcode Set in inventory list.
2. Hit NEW, key in necessary details, SAVE.
3. Create/edit item for correct barcode setting

10. Printer

1. Set one printer

1. System > POS Setting > Printer
2. Select the desirable printer under each category, and hit Save

2. Set multiple printers

1. System > POS Setting > Printer
2. Select the desirable printer for each item printer then click save

3. Item print to different printer

1. Under Category Printer Settings, pair the category with the correct printer unit, and hit Add. Once done, hit Save.

11. Admin user / employee

1. Create

1. Go to Human Resource Management
2. Click Employee > employee list
3. Click Duplicate

2. Setup user permission

1. Go to Human Resource Management
2. Click Employee > employee list
3. Select Permission
4. Edit Permission & click save

3. Employee commission

1. Select Edit, go to Agent commission
2. insert the commission amount

4. Capture attendance with software

1. Login to POS, click Tab Attendance
2. Select Attendance Clock
3. Insert username and password.

5. Capture attendance with finger print device

1. Login to POS, click Tab Attendance
2. Select Attendance Clock
3. Using thumbprint reader.

6. Sync attendance to online

1. Login to attendance, click Sync

7. E-leave management

1. Login at login.bmo.my
2. Click E-leave > apply Leave
3. Select leave type, choose date, insert description, select submit.

8. E-claim management

1. Login at login.bmo.my
2. Click E-Claim > Apply Claim.
3. Insert title claim.
4. Add claim form, select date, claim type, attach and insert amount.
5. Click submit and email.

12. Backup

1. Stand alone

1. Log in to POS, go to System > Backup now
2. go to C:/drive  and copy bmo folder.

2. Client server

1. go to C:/drive, copy bmobackup folder.

3. Formatting your PC (Please consult us first)
4. License transfer

1. Need to inform us for license activation
2. Charge RM500

13. Petty Cash

1. Manage, insert, remove

1. Create petty cash type
2. Go to Petty cash > Petty cash type.
3. Petty Cash In, go to Petty Cash > P.T Cash, Cash In
4. Petty Cash Out, go to Petty Cash > P.T Cash > petty Cash Out

2. Change shift

1. Cash out all in petty cash.
2. Cash In and change petty cash type to that shift.