How to Configure and Install Annual Pose: Step-by-Step Guide

Understanding the Configuration and Installation Process of Annual Pose

• The introduction to the annual pose will be covered in this webinar, featuring Samuel Acosta and an astronomer from the technical support team.

• To install the annual pose, users need to download the compressed file from the website and unzip it in the root installation folder. This will create a new executable file.

• After installation, the default user '001' needs to be assigned a seller in the configurator. This step is essential for the proper functioning of the software.

• The configuration window of the annual pose is divided into several tabs including general, conditionals, keys, and currencies. These tabs offer various options for customization and setup.

• The 'entering manual item codes' option in the conditionals tab allows users to include or exclude the field for entering product codes during billing.

• Other important options include setting the maximum cash in the box, organizing order profile buttons, and configuring the dimensions of the buttons for the billing window.

• The software also allows multiple shifts to be open at the same time in a single station, making it convenient for remote access and operation.

• Furthermore, there is an option to use a default access pin instead of a username and password, streamlining the process of accessing different modules within the software.

Understanding the Configuration and Installation Process of Annual Pose

Key Features of the System Configuration

• The system uses a unique pin for each user to identify and grant permissions for module access, enhancing security.

• The 'pre-close button shift' option enables a shift closing button, but it's recommended to keep this option disabled for security.

• The system allows configuration of automatic emails for operations such as shift closing, with the ability to customize subject, content, recipients, and use variables like station code and user code.

• To ensure the messaging feature works correctly, it's necessary to configure the SMTP in the system settings.

• Profiles can be used to organize and bill products specific to different sections of a company, such as a restaurant and a bar, enhancing flexibility in billing.

• Buttons within profiles represent menus or products to be invoiced, and can be customized with descriptions, images, and type of item (product or service).

Key Features of the System Configuration

Understanding the Configuration Process for Product Calculations

• The configuration process involves creating additional tables to customize the calculations for products or services.

• These additional tables can be linked to specific inventory instances, allowing for unique calculations based on the assigned instance.

• By defining fields within the additional tables such as height, width, and price, it's possible to modify the calculation process for products.

• Validation of the formulas is essential to ensure that the modified calculations are accurate and functional.

• It's important to note that the modified calculations will only apply to products within the assigned inventory instance, not across all instances.

• The configuration also includes setting up specific stations, which play a role in the overall product setup and invoicing process.

Understanding the Configuration Process for Product Calculations

Configuring Default User and Profile in the System

• The system requires a default user for certain validations, and this user needs to have a salesperson assigned to it.

• It's important to select the default user carefully to ensure validation against a salesperson, rather than a super user or manager.

• The default profile, which includes billing type and products for a specific company section, also needs to be configured.

• The mode of operation determines the type of billing and whether tokens will be used, such as for sales orders or billing orders and tokens.

• The system also provides options such as on-screen keyboard, closure report printer, and cash receipt printer, allowing customization for user convenience and specific roles within the organization.

• Additional configurations include choosing the printer for closing reports and cash receipts, monitoring transactions, assigning serial numbers, and defining settings for partial deliveries and invoicing.

Configuring Default User and Profile in the System

Configuring Post Options and Operations

• The process involves managing various options and permissions for user access, as well as configuring printers for visibility in the system.

• Users need specific permissions for various operations, such as general cashier, deliveries, and receive payments, which are controlled through the system.

• Configuring the fiscal printer is crucial, as it needs to be recognized by Windows to be set up properly for use.

• Unique pins are assigned to each user for system identification and access, ensuring security and personalized use.

• The system allows for different configurations for sales orders and normal billing, which require leaving and re-entering the system for application.

• The configuration settings impact the user's interface and access, making it essential to set up different stations for specific operations like invoicing and sales orders.

Configuring Post Options and Operations

Conclusion:

With this step-by-step guide, you can confidently configure and install Annual Pose, ensuring smooth operation and customization. Master the tabs, settings, and options for tailored use.