| 1、 Quick Start |
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| 1.1 Definition of Nouns |
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Room project:The room project can also be understood as the type of room (for example, it can be divided into deluxe rooms, ordinary rooms, etc.). Each room type has its corresponding dining table, and each dining table is specific to a registered guest in a certain restaurant. Generally, after providing a dining table to one guest, it cannot be temporarily provided to another guest for consumption until the current guest exits the occupied state. This project is set up in the system settings and is used for guest billing.
Product item:It is a service provided by the store to guests and charged a certain fee (such as service items, drinks, cigarettes, etc.).
This project is set up in the system settings and is used to increase guest spending.
Billing settings:The billing setting mainly provides a method for calculating and collecting consumption fees from guests in the store. Mainly including: (1) Full time discount setting: If full time discount is enabled (member discount rate will become invalid), then discount discounts will be offered based on the set discount rate when guests check out; (2) Room billing type: Different methods for calculating room fees can be provided for different room types. This setting applies to room projects. When setting up room projects, if a room billing type is selected, the system will automatically calculate the room fee based on the billing method in this room billing type (provided that the corresponding room billing type has been set). This project is set in the system settings.(3)Holiday billing can be applied to both regular and special holidays, and can be calculated at different rates for different times and periods of time.
Waiter settings:A waiter refers to an employee of our store who can provide services to guests. In this setting, waiter information can be added, modified, or deleted, and corresponding waiter levels (such as senior technician, intermediate technician, ordinary technician, etc.) can be set for each waiter. With the waiter level, corresponding commission amounts can be set for each waiter level corresponding to each service item in the product project (if required). This setting can automatically calculate the commission amount for the waiter who provides services to guests.
Membership settings:Members are the collective term for VIP customers, signing customers, group meeting customers, contract customers, and other customers of our store. Membership levels can be set (such as premium, intermediate, regular, etc.), and discount rates can be set for each membership level.
Operator settings:Operators refer to the employees of our store who use this system, and administrators can assign them corresponding operational permissions.
Print settings:The print settings can control whether to print the checkout list for guests and control the printing format of receipts when guests check out.
Data management:Including initialization data, automatic backup data, and daily settlement settings.
Guest registration → Customer billing:Each customer must register (establish a customer account) before making a purchase, and arrange a room (dining table) or other room items for the customer. The room items must have been set in the "Room Items" section of the "System Settings" module, and the system can only register the set room items (dining table).
Visitor registration → Change dining table:If, due to in store reasons or customer requests, the item currently occupied by the customer must be terminated, but the customer's consumption has not ended, it is possible to transfer the customer's information and consumption information to another new item without performing checkout operations by changing the dining table. For example: changing rooms (dining table).
Project status:The current usage status of the room project (dining table). For example, available, occupied, deactivated, reserved, and other statuses.
Order consumption → Increase consumption:All items consumed by guests during the consumption process must be recorded in the account to automatically calculate the consumption amount upon check-out. The customer's consumption details are recorded here.
Cashier checkout → Guest checkout:Terminate the customer's current consumption activity, receive payment, and automatically restore the occupancy status of the room item (dining table) to available status.
Product discounts and category discounts:
In the product item settings, there are two attributes: "minimum discount" and "fixed discount". Here, we will explain in detail. For example, for beer, we set the "minimum discount" to 20% off. However, the discount may vary for different people who consume this beer. For example, now the entire venue is discounted by 10%, while ordinary customers who consume beer are discounted by 10%. The discount attribute for premium members is 30% off, so when they consume this beer, if the 70% discount is less than the minimum discount of 8%, they will still be charged at 20% off.
The default fixed discount is 0. If a discount is set, such as 60% off, then no matter what customer consumes this product, they will be treated as 60% off. This attribute is more suitable for making discounted products.
Shortcut keysA button used to quickly complete a task
In the main interface:
F1Pop up software help
F3Locate the fast track bar and directly enter the table number to select a certain table. Here, only partial information of a certain table can be entered. For example, T007
Number dining table, you can enter T007, 007, or directly enter 07 to locate.
F4: billing
F5: Checkout
F8，INS，Enter: Increase consumption
Keypad area:
'+': Open the 'Add Consumption' window, which is used to switch to the input box for the quantity in the 'Add Consumption' window.
'-': In the main interface, checkout is performed for the currently selected dining table. In the 'Add Consumption' window, the window for adding consumption is closed.
'/': The main interface opens the function of merging bills
Shortcut keys in other interfaces can be viewed directly from the prompts in the interface.
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| 1.2. Activation steps |
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Step 1: Install this system.
Step 2: Execute the "System Maintenance ->System Settings" menu and set the relevant items.
- Room project settings
- Product Item Settings
- Waiter settings
- Operator settings
- Waiter settings
- Billing Settings
- Print Settings
- data management
Step 3: Start using.
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| 1.3 Daily operation steps |
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Step 1: Double click the icon to open this system Step 2: Enter the correct username and password to log in
Step 3, Registration Module: Guest Registration → Reservation Management
Step 4: Registration module: Guest registration → Customer billing
Step 5, Order Module: Order Consumption → Increase Consumption
Step 6, Cashier module: Cashier checkout → Guest checkout (confirm or inquire if the guest is a member of our store)
Step 7, Query Module: Query guest information, cashier details, print daily and monthly business reports, analyze business revenue and customer traffic, etc.
Step 8, Member Management Module: Manage the basic information and consumption information of members.
Step 9, Product Management Module: Inventory Management, Inventory Query, Transaction Unit Management, Transaction Accounting Management, Cost Accounting.
Step 10: Maintain the system: database compression/repair, data backup, system settings.
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| 1.4 Daily reception business operation steps |
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Step 1: Registration module: Guest registration → Customer billing Step 2, Order module: Order consumption → Increase consumption
Step 3, Cashier module: Cashier checkout → Guest checkout
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| 1.3Hardware device support |
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1. Printer
Supports thermal receipt printing machines such as POS58 and POS76, as well as various models of needle printers and receipt printers
2. Money box
Support connecting the cash box of the receipt printer through RJ45 port
3. Card swiping device support
No need to drive a card swiping device that supports all magnetic cards and barcode cards.
IC card supports the RD series readers (M&W) produced by Shenzhen Minghua Aohan Company. Model: RD-EB external push-pull reader（ http://www.mwcard.com ）
It is recommended to use the Philips 4442 chip for IC card chips |
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| 2、 Operation methods for each functional module |
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System main interface:
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(Figure 1) |
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I. Guest Registration
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1. Guest billing: The function establishes a guest consumption account. This module assigns a room (dining table) to each guest who comes to the hotel, which is the beginning of guest consumption. |
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(Figure 2)
- After selecting a dining table that is in the "available" or "reserved" state, click on the menu "Guest Registration → Order" (or directly click the "Customer Order" shortcut button in the main window or press F4) to enter the customer order interface.
(Note: The dining table is displayed as an icon in the main interface of the system. Clicking the "Icon/List" button in the main interface can switch the display mode)
- After entering the "Customer Ordering" interface (as shown in Figure 2), you can see basic information about the selected ordering table and some basic fees.
- After filling out the form, click the "OK" button or press "F5" to complete the billing task, click the "Cancel" button or press "F4" to cancel the billing operation.
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2. Replacing the dining table: FunctionIf, due to internal reasons or customer requests, the room (dining table) currently occupied by the customer must be terminated, but the customer's consumption has not ended, the customer's information and fee information can be transferred to another new item without checkout by replacing the dining table. For example: changing rooms (dining table). |
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(Figure 3)
- After selecting the dining table to be replaced, click on the menu "Guest Registration → Table Replacement" (or right-click on the "Table Replacement" menu item in the shortcut menu) to enter the table replacement interface (as shown in Figure 3).
- After entering the "Replace Table" interface, you can see the current table number to be replaced (i.e. the original table), and enter the target table to be adjusted in the text box after "Adjust to".
- After filling out the form, clicking the "OK" button will complete the task of replacing the dining table, and clicking the "Cancel" button will cancel the current dining table replacement operation.
(Note: If the table to be replaced and the target table are in the same room type, they can be swapped by dragging and dropping)
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3. Modify Registration: FunctionIf there is an error in filling in the information when the customer opens the bill, or if it is used to modify the number of guests or deposit amount, this operation can be completed. |
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- After selecting the dining table that needs to be modified for registration, click on the menu "Guest Registration ->Registration" (or right-click on the "Modify Registration" menu item in the shortcut menu) to enter the modification registration interface.
- After entering the modification registration interface, the corresponding text box will display the data when the customer registered, and the items that need to be modified will be changed. For example: number of guests, deposit amount.
- After filling out, click the "OK" button or press "F5" to complete the modification task, click the "Cancel" button or press "F4" to cancel the modification operation.
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4. Dining table status: FunctionThis operation can manually modify the status of a non occupied dining table to "available", "reserved", "disabled", and other states. |
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(Figure 4)
- After selecting the dining table that needs to be modified, click on the menu "Guest Registration → Dining Table Status" (or right-click on the "Dining Table Status" menu item in the shortcut menu) to enter the dining table status interface (as shown in Figure 4). (Note: This operation can only be performed on non occupied dining tables)
- After entering the dining table status interface, the current status of the selected dining table will be displayed in the window. In the list box after "Set it as", select the status that needs to be adjusted.
- After the selection is completed, clicking the "OK" button will complete the task of modifying the table status, and clicking the "Cancel" button will cancel the modification operation of the table status.
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5. Booking Management: FunctionsThis function can complete functions such as adding reservations, modifying reservations, deleting reservations, querying, exporting, and printing reservation status. |
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(Figure 5)
- Enter the reservation management interface by clicking on the "Guest Registration ->Reservation Management" menu (or directly clicking the "Reservation Management" shortcut button in the main window).
- Add reservation: Click the "Add" button in the reservation management window to enter the reservation registration window. Fill in the reservation information in the registration window and specify the room type and dining table they have booked. Confirm the expected arrival time and last reservation time of the guest. You can also choose whether to automatically cancel the reservation when the reservation time is reached. After filling out the form, click the "OK" button to complete the booking, and click the "Cancel" button to cancel the booking operation. (Note: The final reservation time refers to the maximum amount of time that can be extended if the guest does not arrive at the scheduled arrival time. This time is used as a condition for automatic cancellation of the reservation.).
- Modify reservation: To modify a certain reservation information, you can select it in the reservation management window, and then click the "Modify" button in the reservation management window to enter the modification reservation registration window. Modify the corresponding content (the operation method is similar to adding a reservation), and then click "OK" to save the modified information. If you click the "Cancel" button, the modification reservation registration operation will be canceled and the original data will remain unchanged.
- Delete booking: Select a booking information to be deleted in the booking management window, then click the "Delete" button in the booking management window. The system will prompt "After deletion, it cannot be restored. Are you sure to delete it?" Click "OK" to permanently delete the selected booking information, and click "Cancel" to do nothing and return to the booking management window.
- Query reservation: Enter the reserved table number or the name of the person making the reservation in the text box after "Table Number/Name" in the reservation management window, and click "Query". The data table will display the reservation information that meets the query criteria. Of course, you can click the "Filter" button to select the filter criteria and specify the query range. Clicking the 'Refresh' button will display all booking information in the data table.
- Export booking: Click the "Export" button in the booking management window and select the corresponding export format (such as exporting to Excel or exporting to a text file) to export the booking information in the data table to the selected format. (Main function: It can layout, print, and save exported data).
- Printing: Click the "Print" button in the reservation management window to display the data in the data table in the customized "Reservation Information Print Preview Window". Click the "Print" button in this window to print and output the previewed "Guest Reservation Information" to a connected and functioning printer.
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6. Exit the system: FunctionThis operation can interrupt the operation of this system and return to the operating system. |
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- Click on the menu 'Guest Registration ->Exit System', and the system will prompt 'Do you really want to exit the system?' Clicking 'Yes' will interrupt the current operation and exit the system, clicking' No 'will return to the system.
(Note: Please confirm to save any unsaved operations before exiting the system, otherwise the system will cancel the unsaved operations)
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II. Order based consumption
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1. Increase consumption: functionalityGuests who receive services (registered) in the store can make consumption requests through ordering operations. This module will arrange the required consumption services for guests who receive consumption and record them in the register. This module only registers specific consumption items. |
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(Figure 6)
- After selecting a guest dining table with consumption needs, double-click on the table or click on the menu "Order Consumption → Add Consumption" (or click on the "Add Consumption" shortcut button in the main window or press the shortcut keys "F8", "insert", "+") to enter the add consumption interface. (As shown in Figure 6)
- After entering "Add Consumption", select the item that the guest wants to consume from the "Project Consumption Order" in the left half of the window (which can be queried by entering the consumption item number or simplified spelling), fill in the required consumption quantity in the consumption quantity, and click the "Add" button to add the selected consumption item to the "Consumption List" in the right half of the window. (Note: If the item consumed by the guest requires the service of a waiter, clicking the "Add" button will also pop up a window for selecting a waiter. Select the available waiter and click "OK" to proceed.)
- If you want to delete an added consumption item, you can select the item to be deleted in the "Consumption List" on the right half of the window and click the "Delete" button.
- After completing the consumption increase, click the "Save" button to save the operation to this guest's consumption detail account and exit this window. If you do not want to save, you can directly click the "X" button in the upper right corner of the window to exit the "Add Consumption" window.
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2. Personal Consumption Details Query: FunctionThis module is used to query the recorded consumption list of guests currently in store (usually used based on guests' requests or some special needs). |
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(Figure 7)
- Click on the menu "Order Consumption ->Consumption Details Query" to enter the "Personal Consumption Details Query" window (as shown in Figure 7).
- Enter the "Personal Consumption Details Query" window and enter the dining table you want to query consumption details in the text box after "Designated Dining Table". Press the "Enter" key to list the corresponding dining table consumption orders in the data table on the right half of the window.
- Click the "Print" button to print and output the consumption list displayed in the data table to a connected and functioning printer. Click the "X" button in the upper right corner of the window to exit the "Personal Details Query Window".
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3. Waiter query: FunctionThis module is used to query the detailed information of all service providers that have been recorded in this system. Service provider information can be categorized, exported, and printed according to their location. |
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(Figure 8)
- Click on the menu "Business Query ->Service Provider Query" to enter the service provider query window (as shown in Figure 8).
- After entering the waiter query window, enter the number or name of the waiter to be queried in the text box (simplified spelling is also acceptable), and press Enter to display the corresponding waiter information in the data window. (Of course, you can also select the query range by clicking the "Filter" button before querying), and clicking the "Refresh" button will display the information of all service providers in the data table.
- Click the "Export" button and select the corresponding export format to generate the data in the data table into a file in the corresponding format. Click the print button to print the data in the data table to a connected and functioning printer.
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III. Cashier and Settlement
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1. Guest checkout: FunctionThis module will automatically calculate all the expenses and payable amounts incurred by each registered customer while in the store, and complete the checkout and cashier operations. |
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(Figure 9)
- After selecting the dining table of the guest to be checked out in the main window, click on the menu "Cashier Checkout ->Guest Checkout" (or click the "Guest Checkout" shortcut button in the main window or press the shortcut keys "F5", "delete", "end") to enter the guest checkout interface.
- This window mainly includes checkout area ① dining table information area, ② member information area, ③ payment status area, ④ in store guest area, ⑤ consolidated checkout area, ⑥ consumption order area. (Note: Zone 1: Used to display the bill number, table number, and consumption amount of the current checkout counter. Zone 2: If the guest who is checking out is a member of our store, this member's number can be specified, and they can receive corresponding discount rates. The discount rate can be set in the system settings. Zone 3: There are payment methods, credit card numbers, accounts receivable amounts, received deposits, discount amounts, settlement amounts, guest payments, change, etc., where "received deposits" refer to the total amount of "prepayments" and other amounts already received; "settlement amounts" refer to the settlement amount calculated by the system, that is, "consumption amount - received deposits=settlement amount"; "guest payments" refer to If the amount delivered to the cashier by the customer at checkout is greater than the settlement amount, the change amount will be displayed afterwards; "discount amount" It refers to the collective term for the discount rate automatically calculated by the system root to benefit guests and the amount of rounding off. The final 'incoming amount=consumption amount - discount amount' is automatically calculated by the system. ④ Zone: All the dining table numbers of guests who consume in the store are listed here. After entering the dining table number and pressing the "Enter" key, the cursor will immediately locate the designated dining table, which can be used for checkout operations. ⑤ Zone: You can select the table numbers that need to be merged for settlement in Zone ④ and click the button with a downward arrow to add them to this zone. The tables added to this zone will be merged into one bill for settlement processing; When selecting a table in this area and clicking the button with an upward arrow, the selected table will return to area ④ and will not be considered as a shared checkout table. ⑥ Zone: Used to display the consumption list of the selected dining table. )
- Regarding "hanging the account": it refers to the situation where a guest does not make payment or settle the bill when leaving the hotel, and their settlement amount is temporarily treated as "hanging the account". You can check and settle the "outstanding balance" through [Cashier Settlement ->Settlement Status Inquiry] and [Cashier Settlement ->Hanging Bill Settlement].
- Regarding "refund": It refers to the customer immediately submitting a "refund" after registration. The so-called "refund" means that all their consumption is not included in the revenue statistics. You can query and calculate it through [cashier checkout → checkout status query].
- Regarding "free": it refers to preferential measures for some special guests. The so-called "free" means that all their consumption is not included in the revenue statistics. You can check and calculate it through [cashier checkout → checkout status query].
- Click on 'Print Consumption List' to print and output the consumption information of the selected guest to be checked out to a connected and functional printer (without checkout processing).
- After clicking the "checkout" button, the checkout operation is completed, which means that this guest's consumption behavior in our store is terminated and this window is automatically closed.
- Clicking the 'Cancel' button will cancel this checkout operation and automatically close this window.
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2. Merge billing functionMerge two or more bills into one bill, and the merged bill can be settled simultaneously. |
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(Figure 10)
- Click on the menu "Cashier and checkout ->Consolidate bills" in the main window to enter the consolidated bill interface (as shown in Figure 10).
- Move the cursor in the "In Store Guests" list box or directly use the mouse to specify a guest, or enter the guest table number in the text box behind the designated table to quickly locate the relevant guest.
- Press Enter or double-click the mouse or press the button with the right arrow in the "In Store Guests" list box to move the guest record pointed to by the current cursor to the "Merge Area" list box; Multiple dining tables can be added to the merge area using the same method as above. The function of a button with a left arrow is opposite to that of a button with a right arrow.
- Move the cursor within the 'merge area' to select which dining table to use as the main menu after merging.
- Press the 'OK' button to complete the merge operation, otherwise press the 'Cancel' button to cancel the merge operation.
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3. Split billing functionSplit the merged bill into individual bills. |
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(Figure 11)
- Click on the menu "Cashier and checkout ->Bill splitting" in the main window to enter the bill splitting interface (as shown in Figure 11).
- Move the cursor in the "Detachable Bills" list box or select a guest directly with the mouse, or enter the guest's table number in the text box after "Designated Table" to quickly locate the relevant guest.
- Select the sub bill that needs to be split in the "Split Bills" list box, press Enter, double-click the mouse, or press the button with the right arrow to move the sub bill pointed to by the current cursor to the "Split Zone". Press the "OK" button to complete the split bill operation, otherwise press the "Cancel" button to cancel the split bill operation.
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4. Account settlement function for outstanding billsThis module performs checkout operations on bills that have already been checked out but have not yet been settled and placed on credit. |
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- Click on the menu "Cashier Checkout ->Ledger Checkout" to enter the ledger checkout interface.
- Refer to "Guest Checkout" for operating instructions
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5. Checkout status query: functionUse classification to query the consumption status of guests who have checked out, guests who have outstanding accounts, guests who are free, and guests who have refunded their orders. (Note: Mainly for the purpose of categorizing and counting the checkout status of departing guests) |
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(Figure 12)
- Click on the menu "Cashier checkout ->checkout status query" to enter the checkout status query interface (as shown in Figure 12).
- After entering the bill number in the text box after "Bill Number", click the query button to display the consumption information of the corresponding bill in the data table of this window. Click "List" to display the consumption list of the currently selected bill in the print preview window. Click the "Export" button and select the export format to export the data in the data table as a file in the specified format (of course, you can specify the query range by clicking the "Filter" button before querying).
- Click the 'Refresh' button, and the data table will display the checkout status of all departing guests.
- Click the "Print" button to print and output the data displayed in the current data table to a connected and functioning printer.
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6. Handover Management: FunctionsUsed for switching cashiers' shift handover work, the system will assign different operating permissions to different operators and record the cash register status of each cashier.
(Cashier's cashier status can be queried by entering "Business Query ->Cashier Details Query") |
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- Click on the menu "Cashier and Checkout → Management" (or click the "Handover Management" shortcut button in the main window) to complete the handover. The system will prompt "Are you sure to hand over?" Click "Yes" to enter the handover management window, select your username and enter the correct password, and click "OK" to complete the handover work. Click "No" to not proceed with the handover.
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IV. Business Inquiry
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1. Guest information query functionUsed to categorize and query the information of all guests who have visited our store. |
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(Figure 13)
- Click on the menu "Business Query ->Information Query" to enter the guest information interface (as shown in Figure 13).
- Enter the "Guest Information Query" window. If you enter the desired table number or guest name in the text box after "Table Number/Guest Name", click "Query" to display the guest information that meets the query criteria in the data window of this window. (You can specify the query range by filtering).
- Clicking the 'Refresh' button will display the information of all guests who have visited our store.
- Click the "Print" button to print and output the data displayed in the current data table to a connected and functioning printer.
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2. Cashier details inquiry functionUsed to classify and query the payment details of the payee based on the given time. |
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(Figure 14)
- Click on the menu "Business Query ->Cashier Details Query" to enter the "Cashier Details Query" interface.
- After entering the "Cashier Details Query" window, the default collection details displayed in the data table by the system management system are the current operator's collection details from that day. You can specify a specific time in the time range and select the cashier, then click the query button. The data table will display the eligible cashier details.
- Click the 'Refresh' button, and the data table will display the payment details of all recipients.
- Click the "Export" button and select the corresponding export format to generate the data in the data table into a file in the corresponding format. Click the print button to print the data in the data table to a connected and functioning printer.
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3. Business report functionUsed to calculate the operating income for the current day, month, or specified time range. |
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(Figure 15)
- Click on the menu "Business Query ->Business Situation Report". The business situation report can be divided into daily business report and monthly business report. You can click on the sub menu "Daily Business Report" or "Monthly Business Report" of "Business Situation Report" as needed (as shown in Figure 15).
- Select the printing conditions in the pop-up window (including: All: represents all guests who have left the hotel, including hanging orders; Checked out: represents all guests who have left the hotel and settled their consumption payments; Hanging orders: represents all guests who have left but have not settled their accounts; Free: represents all guests who have left the hotel and will not charge any fees to the customers). Click OK to open the print preview window, and click the "Print" button to print the data in the print preview window to a connected and working printer.
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4. Business situation statistics functionStatistically display the revenue and passenger flow of the day, month, or specified time range in the form of a histogram. |
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(Figure 16)
- Click on the menu "Business Query ->Business Situation Statistics". Business situation statistics can be divided into daily statistics and monthly statistics. You can click on the sub menu "Business Situation Statistics (Daily)" or "Business Situation Statistics (Monthly)" under "Business Situation Statistics" as needed.
- Enter the "Daily Business Statistics" window (as shown in Figure 16), select "Statistics Revenue" or "Statistics Customer Flow" and specify the time range for statistics. Click the "Start Statistics" button and display the daily revenue or customer flow in the form of a histogram on the canvas of the window based on the time range. You can print or save this statistical chart.
- The operation method for entering the "Business Situation Statistics (Monthly)" window is the same as above.
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5. Statistical ranking functionClassify and count the number of times guests receive various service items provided by our store within a specified time range, and automatically rank them based on the number of times. It can be exported and printed. |
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(Figure 17)
- Click on the menu "Business Query ->Row" to enter the "Statistics Ranking Interface" (as shown in Figure 17).
- After entering the statistical ranking interface, you can select the time range and items for statistics, and click the "Statistics" button. By default, the top 50 will be displayed in the text box displaying the top few. If there are no numbers, all will be displayed.
- The display results can be exported and printed.
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V. Membership Management
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1. Basic information management functionThis module is used for adding members, modifying member information, deleting members, querying, exporting, and printing member information. |
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(Figure 19)
- Click on the menu "Member Management ->Basic Information Management" (or click the shortcut button "Member Management" in the main window) to enter the "Basic Information Management" interface for members (as shown in Figure 19).
- Add Member: Click the "Add" button in this window to open the Add Member window. Enter the basic information of the member in this window, click the "OK" button to complete the add task and return to the "Basic Information Management" window. (Note: The membership level in the Add Member window can only change with the change of member points, and the initial points of the member can be set in the "System Settings".)
- Modify member information: Select the member information to be modified in the data table of this window (which can be found by querying), and click the "Modify" button to open the modify member information window. The operation method is the same as adding a member.
- Delete Member: Select the member you want to delete from the data table in this window (you can find the member information you want to modify by querying), click the "Delete" button, and a prompt window will pop up saying "After deletion, it cannot be restored. Are you sure you want to delete it?" Click "Yes" to delete it, or click "No" to not delete it.
- The data in this window's data table can be exported and printed.
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2. Consumer information management functionUsed to query all consumption records of registered members in our store, and can list detailed consumption information for each consumption record. |
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(Figure 20)
- Click on the menu "Member Management ->Member Consumption Information" to enter the member consumption information interface (as shown in Figure 20).
- In the member consumption information window, you can specify the member's ID or name to query all consumption records of eligible members. Select a consumption record and click the "List" button to list the consumption information of this consumption record and display it in the print preview window for printing.
- You can export and print data from the data table in this window.
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VI. Product Management
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1As a key link in product management, it includes the filling of purchase, return, consumption, inventory surplus, inventory loss and other invoices. |
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(Figure 21)
(Figure 22)
- Click on the "Add Purchased Product" button in the window (Figure 21) to enter the "Add Product Filling" interface (as shown in Figure 22).
- After entering the bill of lading filling interface, fill in the corresponding bill of lading information and click save.
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2. Current inventory query: FunctionMainly used to query the current inventory situation, conduct product statistical analysis, and query inventory alarms. It is a reference for logistics management. |
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(Figure 23)
- Implement inventory analysis and statistics based on different query conditions.
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3. Sales inquiry: FunctionMainly used to query the sales situation of products over a period of time, including sales volume, sales revenue, gross profit, etc. |
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(Figure 24)
Click on the menu "Product Management ->Sales Query" to enter this interface (as shown in Figure 25).
Enter the product to be queried for inquiry.
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4. Inventory Count: FunctionMainly used for inventory checking and providing a basis for reconciling accounts with physical items. |
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(Figure 25)
- Click on the menu "Product Management → Cost Accounting" to enter this interface (as shown in Figure 25).
- After entering the cost accounting interface, users can perform queries, inventory checks, and other operations on the transaction units according to the situation.
- The information displayed in the data table can be exported and printed.
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5. Transactions and Accounts: FunctionsMainly targeting the query of accounts receivable and payable and the management of income and expenditure for the corresponding units. |
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(Figure 26)
- Click on the menu "Product Management ->Transaction Management ->Transaction Accounting" to enter the transaction accounting interface (as shown in Figure 26).
- After selecting a certain order, click the 'Details' button to view the product details of the selected order.
- After selecting a certain order, click the 'Payment' button and enter the corresponding payment amount in the pop-up window to achieve the book registration operation of payment for the goods.
- After selecting a certain bill of lading, click the 'Collection' button and enter the corresponding collection amount in the pop-up window to achieve the book registration operation of payment collection.
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6. Cost Analysis: FunctionalityMainly achieve the accounting of various commodity sales volume, total cost, total sales revenue, and gross profit during a certain period of time. |
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(Figure 27)
- Click on the menu "Product Management ->Cost Allocation" to enter the cost accounting interface (as shown in Figure 27).
- In this window, specify the time range for accounting and the type of item to be accounted for. Click the 'Accounting' button, and the accounting results for eligible commodity items will be displayed in the data window below.
- The accounting results may be printed or exported.
- Entering the corresponding product number or simplified spelling in the 'Number/Simplified Spelling' will enable dynamic fuzzy query of eligible product items in the accounting results.
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VII. System Maintenance
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1. Change password functionTo ensure the security of data in this system, this module allows operators to change their login password. |
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(Figure 21)
- Click on the menu "System Maintenance ->Change Password" to enter the password modification interface (as shown in Figure 21).
- After entering the password modification window, enter the correct old password. After entering the same new password twice, click the "OK" button to complete the password modification. The new password will take effect after modification. Click the "Cancel" button to keep the original password unchanged and exit this window.
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2. Data backup and recovery functionTo ensure data security, regular data backups should be performed. Once data is damaged, the most recent backup data can be used for recovery. The recovered data can only be backed up data, and any data that has not been backed up will be lost. |
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(Figure 22)
- Click on the menu "System Maintenance ->Data Backup/Recovery" to enter the data backup/recovery interface (as shown in Figure 22). This window is divided into two pages (data backup, data recovery).
- Data backup: The backup path is default, or you can click the "..." button after the backup path to change the backup path, or click the "OK" button to perform data backup.
- Data recovery: Click the "..." button after recovering the file to specify the complete path of the data file used to overwrite the existing data, and click the "OK" button to perform data recovery.
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3. System Settings: FunctionsMainly responsible for setting up basic data before system operation (including: private room project settings, product project settings, waiter settings, membership settings, operator settings, billing settings, printing settings) |
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(Figure 23)
- Click on the menu "System Maintenance ->System Settings" to enter the system settings interface (as shown in Figure 23).
Steps to enter system settings:
- Step 1: Enter the billing settings page to set up billing, and follow the on-screen prompts for the setting method. (optional)
- Step 2: Enter the room project settings page to set up the room project. Follow the on-screen prompts for the setting method. (Required)
- Step 3: Enter the product item settings page to set up product items. Follow the on-screen prompts for the setting method. (Required)
- Step 4: Waiter settings, member settings, operator settings, print settings, and data management can be arranged in no particular order. (optional)
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