Users Guide

From lemonpos

This guide is for lemonPOS 0.8

Contents 1 First steps 1.1 Adding a vendor 1.2 Adding a client 1.3 Adding categories 1.4 Adding weights and measures 1.5 Adding a product 1.6 Check In 2 Start Selling 2.1 Starting operations 2.2 Your first sale 2.3 Other useful tasks for vendors 2.4 Make a Balance for the vendor 2.5 End of day report 2.6 Configuring lemon 3 Some other administrative tasks 3.1 Quick Information Plots 3.2 Transaction Reports 3.3 Balances Reports 3.4 Cash Flow Reports 3.5 Configuring Squeeze

First steps

Once installed and mysql ready also, you can start using lemonPOS. As you may note, there are no products in the database; indeed there are nothing more that the administrator user, the general client, and a some other default data. To start using and testing the POS you need to populate the database with some data.

All this administrative tasks are done trough the squeeze application. So lets run squeeze

[miguel@citrus ~]$ squeeze

Adding a vendor

You can start by adding a vendor -an user of lemon-, on the left panel click on the vendors button and then in the right panel will appear the vendors, click on the add user button at the bottom-right corner. Fill the form -you can add a photo, it will be scaled to an appropiate size- and then click ok. To edit one, you can double click on it -double or single click, depending in your kde configuration-.

Adding a client

Clients are optional, the default client is in case you dont want to use this feature. Clients can have their own discount, accumulate points -for a loyalty program- and of course you can have their data such as address and phone. Adding clients is the same way as adding vendors. To edit one, you can double click on it -double or single click, depending in your kde configuration-.

Adding categories

Categories are for organizing products, you can have as many as you want. The detault category is the General and can be renamed if desired. To create a new one, click on the left panel in the Categories button and then in the Add Category button in the bottom-right corner. To edit one, you can double click on it -double or single click, depending in your kde configuration-.

Adding weights and measures

Measures are the way of selling a product. The default measure is the Piece -Pc- and you can add others such box, kg, mt, hour etc.. Measures can be integers or real numbers, the default -Pc- is integer.To create a new one, click on the left panel in the Weights and Measures button and then in the Add Measure button in the bottom-right corner.

Adding a product

Products are the most important information of the system, you have to enter the right information about the product for later search and use. First be sure to add any category and measure/weight for the product and then enter the product information. To create a new product, click on the left panel in the Products button and then in the Add Product button in the bottom-right corner.

Code, Description, Purchase Qty, Category and Cost are self explanatory, but I will explain the others.

• Points

Are the points that are added to the client points when such client buys this product. It is used for a loyalty program.

• Sold by

This is the Weight/Measure the product is sold by.

• Tax and Other Taxes

This is the tax for the product, in percentage. Till now this and the later tax are included in the price by you, this is only for informative purpouses. In the future it will change. Also with this information plus the profit field the price can be autocalculated.

• Public price

This is the price to be sold, with taxes included -by you-. This price can also be calculated with the Profit and taxes fields.

• Profit

This field is for calculate the public price with the desaired profit margin, also taxes are taken into account; after entering press the $ button to calculate price.

Check In

Check-In is the process to receive products from your providers. The products are inserted into the check-in list with the regarding information such as Purchase Qty. Products to insert in the check-in list can exist in the database -and are going to be modified- or can be new ones. Once entered all information for a product click on the yellow button add this item to add it to the list. At the bottom table you can see all inserted products in the check-in list.

One useful feature is that you can purchase boxed products for individual sale. So you can enter the items quantity per box and the price per box to autocalculate the product price -taking into account the taxes and profit margin-.

Once you inserted all products in the check-in list, you can continue clicking the ok button.

Start Selling

Now that you have products, you can start selling with lemon, so lets start it

[miguel@citrus ~]$ lemon

At the login screen, you can type your new user username and password typed when you created it. Also you can use the administrator user.

To be continued...

Starting operations

Your first sale

Other useful tasks for vendors

• Searching products
• Incrementing/Decrementing and deleting products in the list
• Cancelling an in-progress transaction
• Cancelling a completed transaction
• Reprint tickets
• Cash Available in the drawer
• Price Checker
• Cash In
• Cash Out

Make a Balance for the vendor

End of day report

Configuring lemon

Some other administrative tasks

Quick Information Plots

Transaction Reports

Balances Reports

Cash Flow Reports

Configuring Squeeze