These topics will cover in brief detail the most common situations when starting with our program for the first time.

Adding and Authorizing Users

In order to use the BestPOS system, users must first be set-up with appropriate IDs and access rights. This is typically done with the help of our staff by the owner of the store, or the store manager.

First, go to the User menu by going to Administration -> A. Employee Profile -> 1. Add/Update Employee.

You will come across the Restricted Access screen. As we're setting up users for the first time, enter 'admin' for the Admin user password. NOTE: It is very highly recommended to create the owner/manager user ID first with full access as the administration ID, and then enter all other users required. It is also highly recommended to change the default password if the Admin account is to be used.

Select 'Add Employee'

Enter the required information; you must enter the ID (typically first name or nickname), First and Last name, New Password and Confirm Password.

For the state of New Jersey, the PIN and Confirm PIN must be entered for Workflow use.

Click 'Save & Exit' when done

At this point you'll be required to assign proper authorization and access to the user just created. Simply look over the categories, and adjust any and all you wish to give Full Access, Read-Only Access (where specified) or No Access.

Click 'Save & Exit' when done assigning Access Rights.

At this time the employee has been created, and they will be able to log into the BestPOS program. If they would like, they can also alter individual user preferences according to their habits and likes. Log into the user account in question then go to Administration -> A. Employee Profile -> 3. Employee Preferences.

When done changing their preferences, simply click 'Save & Exit'.

The employee is now fully set up and can begin entering sale transactions. At this time you can set up other users as you see fit by logging into the Admin ID or the primary owner/manager user ID and going through the same steps to create additional user IDs. When done adding users, it is very highly recommended you change the generic Admin ID password.

Make sure you are logged in as the Admin account. Go back to Administration -> A. Employee Profile -> 2. Change Password.

Enter the previous password (if doing this for the first time it is just 'admin') then enter and confirm the new desired password.

Click "Change Password" when done.

Performing your first transaction

To begin sales through the POS Register program, first a user must be established with proper access rights like in the Adding/Authorizing Users article outlined above. When a user has been created, simply log into the BestPOS program.

In this example the register has not yet been opened for the day/for the user. Indicate the amount of money that you'll bringing/adding to the register then click/tap OK.

There are a few ways to add items to the system; you can add items manually through the Administration program, you can have them added by setting up an EDI account with your wholesaler (this method requires assistance from BCS and time to setup). You can also add items directly through the register like we'll be doing in this example. We have scanned an SKU that is not found in the system, and we'll click Yes to go through the process of adding a new item.

The screen below will display some basic information needed to add an item through the register. This is not as comprehensive as the Add Item function in the Administration program, but it does the job for quick addition through the register. In this example we're indicating the Long/Short Descriptions, the Regular Price and the Tax Rate. Use Scanned Price is selected Yes as this particular item is always $9.99. When done entering the information click Save & Exit.

The created item will display in the list and the cursor moves position to the Item SKU field. At this point more items can be scanned/added for the transaction. Our example customer is not yet sure if they'll be paying by credit card or by cash, so we'll Tender F12 the transaction out waiting for them to decide.

The customer realized they left their credit card at home and will pay cash. Here we clicked F2 for a Cash tender type, and we've entered the full amount for the transaction. Click OK when the amount has been entered to proceed.

The window will display the Amount Paid as we've entered it and all that remains is to finish the transaction. We'll be printing a sales receipt, and then click OK to finish the transaction.

The transaction is finished and a receipt will print. The window will display change if any; in this case the amount paid was exact. Click OK to close the window.

At this point you can begin scanning items for a new customer and going through the steps to perform more sales transactions.

Closing the register

To close the register at the end of your shift or for the day, begin the process by clicking the bottom right arrow so the blue button bottom function row displays.

Click the Other F11 button.

Click Closeout Register.

A warning dialog will display asking if you're sure you want to closeout this register. Click Y - Yes.

If you are taking credit cards, a box might display to ask if you'd like to also close the credit card batch. For this example we'll be clicking N - No.

The final screen will display on screen showing you the X/Z Breakdowns for the batch transactions. You can modify the details by selecting/deselecting them on the left. Click Print to print the report out then finally click OK to close the register and exit the program. Another user is free to log into the POS Register program on this computer and open their own batch.