Orion POS - Guide - User Guide PDF
Orion POS - Guide - User Guide PDF
Orion POS - Guide - User Guide PDF
Management Console
The management console should look like the above screen after you log in. It is divided into three regions. The
bottom left region is called the menu region. Directly above the menu region is the program region. This is where
programs and reports are launched from. The right hand region is called the graph region. You may generate and
print a number of graphs from here.
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Orion Digital Integration Inc. Management Console
Daily
Contains options that may be run daily
Periodic
Contains less frequently run programs such as customer history.
Reports
Contains the standard reports of the system.
Administration
Contains all of the programs in the POS that are associated with setup and
ongoing maintenance.
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Orion Digital Integration Inc. Management Console
Daily Menu
Choosing the Daily menu will display the following program region
The following is a list of the programs and reports within their categories.
Refresh Data
Imports and updates the local Orion POS database with current data from the
accounting system.
Daily Maintenance
Contains programs most often run, including:
Daily Reports
Contains all of the report available in the Point of Sale System including:
Daily Sales Journal
Sales Summary
Cashout Summary by Shift and Wkstn
Cashout Summary by Date Wkstn and Shift
Cashout Detailed
Sales by Category and Item
Post to Accounting
Exports local Orion POS data to the accounting system.
Remote Polling
Synchronize Locations
Run from head office in a remote polling environment this will synchronize data
between all locations.
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Orion Digital Integration Inc. Management Console
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Orion Digital Integration Inc. Management Console
Periodic Menu
Choosing the Periodic Menu will bring up the following program region
Import Export
Import or export data to a CSV file. You may import and export customers and
pricelist items, however you may only export transactions.
Customer History
View and print any customers transactions including all historical details and
payments.
Item History
View any items and their transaction details and payment history.
Purge Transaction
History
Delete transaction information up to any date before the current year.
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Orion Digital Integration Inc. Management Console
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Orion Digital Integration Inc. Management Console
Reports Menu
Choosing the Reports Menu will bring up the following program region
The Reports available for printing are listed below within their category.
Operations
Daily Sales Journal
Check In/Out
Daily Tax Summary
Cashout Summary by Shift and Wkstn
Cashout Summary by Date Wkstn and Shift
Cashout Detailed
Reprint Cashout
Sales Analysis
Deposit List by Date and Payment
Sales by Category
Payment Amounts per Day
Sales by Employee
Top Sellers
Worst Sellers
Best Customers
Sales by Date and Category
Listings
Customer List
Price List
Audit List
Customer Points Balances
Returns List
Void List
Maintenance
POS Company
POS Location
POS Workstations
POS Users
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Orion Digital Integration Inc. Management Console
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Orion Digital Integration Inc. Management Console
Administration Menu
Choosing the Administration Menu will bring up the following options
Company Options
Edit company options here.
Table Maintenance
Customer Setup Used to maintain customers.
POS Location Setup Used to maintain POS locations.
Workstations Setup Used to maintain POS workstations.
POS Category Setup Used to maintain POS categories.
Points Setup Used to maintain the points program.
Payment Options Used to maintain payment types.
POS Tax Tables Used to maintain tax groups, jurisdictions and rates.
Button Panels Used to maintain POS button panels.
Pole Display
Message Setup Used to maintain messages for the pole display.
System
User Setup Used to maintain users.
Currency Setup Used to maintain currencies.
Security Setup Used to maintain security access to every program,
report and POS functionality.
Appearance
Appearance Manager Used to edit some images and colors used to skin the
software.
Hotkeys Used to setup hotkeys for common POS functions.
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Orion Digital Integration Inc. Management Console
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Orion Digital Integration Inc. Management Console
The first three tabs have graphing abilities; They show the date and time in the lower right corner, and a feedback
label in the lower left corner. This will update after you launch programs and provide basic feedback for everything
you do.
The general tab displays basic connection and company information. The connection
Information includes:
Orion Server
The server (computer name) of the computer hosting the Orion POS database
Orion Database
The database ID for the Orion POS database connection.
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Orion Digital Integration Inc. Management Console
General Tab
The general tab graph shows Total Sales Vs. Total Cost for some time period. The following options exist:
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Orion Digital Integration Inc. Management Console
Daily Tab
Next is the daily tab. The daily graph shows the total sales or units sold by category. The following shows
Chart Type
Select the chart type. The pie chart type will show percentages; The others
show total values for that category
Start Date
Select the date to start counting transactions. The default is today.
End Date Select the date to stop counting transactions. The default is today.
Show Values Check whether on not to display values for each hours totals.
Data Select either Units Sold or Total Sales.
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Orion Digital Integration Inc. Management Console
Employee Tab
Next is the employee tab. The daily graph shows totals by employee. The following shows the employee charts
options:
Chart Type
Select the chart type. The pie chart type will show percentages. The others
show total values for that category
Start Date
Select the date to start counting transactions. The default is today.
End Date
Select the date to stop counting transactions. The default is today.
Show Values
Check whether on not to display values for each employees totals.
Data
Select either Transaction Count, Total Sales, Total Average Cost, Void Count,
Return Count
The following is an example of the employee tabs generated graph for Total Sales with
two employees.
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Orion Digital Integration Inc. Management Console
Sales Tab
Next is the sales tab. The grid will display the transaction history. You may click on any column to sort the data. To
refresh sales click to another tab and click back. You may not edit sales data.
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Orion Digital Integration Inc. Management Console
Customer Tab
Next is the customer tab. You may launch Customer Setup from the Add Customers button. The grid will display all
customers in the system. Use the finder to locate a specific customer. To refresh customers click
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Orion Digital Integration Inc. Management Console
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Orion Digital Integration Inc. Import - Export
Import Export
The import / export module in Orion POS will allow you to extract or import data into different tables in your Orion
in the POS database. The following fields make up this module.
Template
Load or Save a template that defines an import or export configuration
Type
Indicate an Import or Export function.
Table
A list of the tables availabe to Import or Export.
File
The Import or Export file to effect.
Use XML
Use XML instead of CSV.
Delimit Char(s)
Choose the character to delimit the CSV file (usually a comma ,).
Available Fields
Depending on the options selected, different fields will become available in this
box.
Do Import Button
Begin the import or export process by pushing this button.
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Orion Digital Integration Inc. Import - Export
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Orion Digital Integration Inc. Import - Export
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Orion Digital Integration Inc. Import - Export
Use currency to edit any currencies. The currency table contains currency infor-
mation imported from the accounting system. Maintenance of currency
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Orion Digital Integration Inc. Refresh
Refresh Data
Use Refresh Data to import (download) data from your accounting system.
The install wizard will import this information; after that you must use the refresh data module.
Refresh All
Check this to import all of the required data.
Import New Items Only
Check this to import new items; existing items will not be affected.
Remove records
Deleted in accounting
Check this to remove categories that are not being used by any pricelist items.
Click update to perform the import process, schedule to schedule this task to run automatically or close.
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Orion Digital Integration Inc. Refresh
Refresh Items
Check this to import pricelist items.
Refresh Customers
Check this to import customers.
Refresh Taxes
Check this to import taxes.
Refresh Taxes
Check this to import taxes.
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Orion Digital Integration Inc. Customer Maintenance
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Orion Digital Integration Inc. Customer Maintenance
Customer Maintenance
The Orion POS Customer Setup module allows the modification and deletion of Orion POS Customer records.
Customers are imported from your accounting system during the install wizard. You may then edit them here. If you
need to add customers, please perform this function in the POS module or your accounting system.
General Tab
Customer
Enter the customer code. To the right enter the customer name.
On Hold
Check this to place a customer on hold which means they may not be available
in the POS for any transactions.
Short Name
Enter the short name.
Address
Enter the address using up to 4 lines.
City
Enter the city.
State/Prov
Enter the abbreviated state or province.
Zip/Postal Code
Enter the zip code or postal code.
Country
Enter the country.
Phone 1
Enter the primary phone number.
Phone 2
Enter the secondary phone number.
Fax
Enter the fax number.
Email
Enter the email address.
Web Site
Enter the web site address.
Customer type
Select the customer type.
Pricelist
Select a pricelist for this customer
Currency
Display the currency for this customer
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Orion Digital Integration Inc. Customer Maintenance
You may assign one customer many ship-to addresses. Click the new button on the Addresses finder. This starts a
new entry and pre-populates the address information from the original address to save time.
Client Name
Enter the clients name.
Address
Enter the address using up to 4 lines.
City
Enter the city.
State/Prov
Enter the abbreviated state or province.
Zip/Postal Code
Enter the zip code or postal code.
Country
Enter the country.
Phone 1
Enter the primary phone number.
Phone 2
Enter the secondary phone number.
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Orion Digital Integration Inc. Customer Maintenance
Contact Name
Enter the contact name.
Tax Group
Select the tax group for any transactions that use this ship to address.
Ship Via
Enter the shipping method.
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Orion Digital Integration Inc. Customer Maintenance
Contact Tab
You may enter contact information other than the customers general information.
Contact Name
Enter the contact name.
Contact Phone
Enter the contact phone number.
Contact Fax
Enter the contact fax number.
Contact Email
Enter the email address.
Ship Via
Enter the Ship Via information.
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Orion Digital Integration Inc. Customer Maintenance
Processing Tab
Tax Group
Select the tax group.
Tax Classes
After selecting the tax group, select a class for each jurisdiction in the grid.
Ensure the Class Name is not UNUSED.
Account Set
Select the account set.
Code Term
Select the code term.
AR O/S Bal
Displays the AR OS Balance.
Rate Type
Displays the rate type
National Account
Enter the national account.
Billing Cycle
Select the billing cycle.
Comment
Enter a comment for this customer.
Credit Limit
Enter the credit limit for on account.
Start Date
Enter the date this customer was entered into the system.
Tax Registration
Numbers
Enter up to 5 tax registration numbers. You must enter the numbers in order
from 1 to 5.
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Orion Digital Integration Inc. Customer Maintenance
Sales Tab
This read-only tab displays up to 5 salespersons and their associated percentages for a sale. The percents must sum
to 100 or be set to 0.
Salesperson Code
Displays the salesperson code
Percent
Displays the percent allocated to this salesperson for sales on this customer.
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Orion Digital Integration Inc. Customer Maintenance
Points Tab
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Orion Digital Integration Inc. Customer Maintenance
Optional Field
Select the optional field.
Optional Field
Description
Displays the optional field description.
Value
Select or enter a value. Some fields have a drop down and others you must
enter a value.
Value Description
Displays the value description, usually available if there is a drop down list of
values.
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Orion Digital Integration Inc. Customer Maintenance
This tab has customer purchase history for this customer. This information is available for the customer loaded in
the Point of Sale System.
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Orion Digital Integration Inc. Company Options
Item Setup
The Orion POS Posting module allows you to post the sales transactions created in the Point of
Sale module to Inventory Control, General Ledger, and Accounts Receivable for a user defined date range. Entries to
Tax Services and Bank Services are also written during the posting process. They are required modules and may not
be specifically selected.
Inventory Control
Shipments are written to the Inventory Control module just prior to printing
the sales receipt sold in the POS. Costing of items is handled by the inventory
control module. Costs seen on the various Orion POS reports are estimates
only. Orion POS costs items only when negative quantities are sold on either a
cash or customer sale.
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Orion Digital Integration Inc. Company Options
Items Tab
The items tab contains the basic item data. not be specifically selected.
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Orion Digital Integration Inc. Company Options
Kitting Item
Displays the Kitting flag from Inventory
User Defined Cost
Indicates whether or not there is a user defined cost associated with this item
Clearing Item
Indicates whether or not this is a clearing item
Use Extended Price Entry
Indicates whether or not extended price entry is allowed for this item
Additional Item Info
Displays the additional Item Information for this Item.
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Orion Digital Integration Inc. Company Options
Units Tab
The Units Tab displays any units of measure setup on this item as well as any barcodes. . The information displayed
here will be overwritten once the data is re-synchronized (refreshed) with the accounting system.
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Orion Digital Integration Inc. Company Options
Taxes Tab
The Taxes Tab displays Tax Information for the selected item. All of the Taxes used in Orion POS are maintained in
the accounting system. The information displayed here will be overwritten once the data is re-synchronized (re-
freshed) with the accounting system.
Tax Classes
Displays the tax classes and jurisdictions used with this item.
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Orion Digital Integration Inc. Company Options
Item Pricing
The Item Pricing Module in Orion Point of Sale allows you to view this items pricing setup from the Accounting
System. For each Price List / Item a record exists that displays pricing. Discount structure and points setup for this
item.
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Orion Digital Integration Inc. Company Options
Discounts Tab
The Item Pricing Module in Orion Point of Sale allows you to view this items pricing setup from the Accounting
System. For each Price List / Item a record exists that displays pricing. Discount structure and points setup for this
item.
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Orion Digital Integration Inc. Company Options
Points Tab
The Points Tab Displays Customer Loyalty information for this item.
Number of Points
Displays the Number of Points allocated for this item when it is sold.
Start Date
Points Start Date
End Date
Points End Date
UOM
Points Unit of Measure
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Orion Digital Integration Inc. Company Options
Promotion Setup
Use promotion setup to create coupons.
General Tab
Coupons may have restrictions by item or category. You must choose the start and end dates; Coupons may be
available for any specific days of each week. To set up a payment type coupon, you must first create the payment
type in the Payment Options module.
Promotion
Enter the promotion name. To the right of the name enter the description.
Coupon Type
Select either payment type or promotional type.
Payment Coupon
Select a payment type. You may want to create a COUPON payment type for
promotions.
Promotional Coupon
Select the item affected for this promotion.
Effective Date
Select the start date for the coupon. The default is today.
Expiry Date
Select the ending date for the coupon. The default is today.
Always use whole amt
Check this to give change on purchases below the promotional dollar amount.
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Orion Digital Integration Inc. Company Options
Restrictions Tab
Coupon Restrictions
Select the restriction type or leave as none.
None
No Restriction
Single Item
Select the item this promotion applies to. You may also select the UOM.
Category
Select the category that items must belong to
Days Available
Select which days the coupon may be used. The default is everyday.
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Orion Digital Integration Inc. Company Options
Coupon Amount
Select percent or dollar and enter associated amount.
Display Order
Enter up to 3 characters used to visually sort the coupons by in the POS.
Serial Number
Enter the serial number; that will appear on the sales slip.
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Orion Digital Integration Inc. Company Options
Post to Accounting
The Orion POS Posting module allows you to post the sales transactions created in the Point of
Sale module to Inventory Control, General Ledger, and Accounts Receivable for a user defined date range. Entries to
Tax Services and Bank Services are also written during the posting process. They are required modules and may not
be specifically selected.
The posting module will only allow you to post to accounting modules specified on the setup. The actual posting
process will then post to your choice of available options for the Inventory Control, General Ledger and Accounts
Receivable. Only data which is in the date range selected will be posted. When the data has been successfully
posted an indicator is set in the Orion POS sales history files. This means that if an attempt to post the data a sec-
ond time is made, items marked as posted will not create duplicate accounting entries.
Inventory Control
Shipments are written to the Inventory Control module just prior to printing the sales receipt sold in the POS. Cost-
ing of items is handled by the inventory control module. Costs seen on the various Orion POS reports are estimates
only. Orion POS costs items only when negative quantities are sold on either a cash or customer sale.
Accounts Receivable
When this field is selected Orion POS will create an Invoice batch in Accounts Receivable when the On Account
tender type is used with a customer record. Orion POS will create a Receipt batch with unapplied cash in Accounts
Receivable when there are Customer Paid In transactions.
General Ledger
A batch will be created which records the revenues per category, taxes and tender information.
Ensure that the data created in the POS Module has gone through a Shift
Change process in the POS Day End Processing group.
Mark the modules that you want to have POS data posted to: Inventory
Control, General Ledger, and Accounts Receivable. You may only post to
modules which have been selected on the Orion POS ACCPAC for Windows
Maintenance, Integration Tab.
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Orion Digital Integration Inc. Company Options
General Ledger
The following entries are created when a cash sale is created in the POS module
and posted:
DR Payment Option(s) for the amount received for each Payment Option
CR taxes collected for the sale
CR category revenue for each item
Payment Options will debit the general ledger account number specified for the
GL Account field on each Payment Option record. The general ledger account
number for tax collected is taken from the Authorities in Tax Services. The cat-
egory revenue account number is taken from the Revenue Account field in the
Orion POS Category record used for the sale of the item.
The following entries are created when a customer sale using the On Account
tender type is created in the
The following entries are created when Cash Paid In (not on account) transac-
tion is created (the entries will be reversed for a Cash Paid Out transaction):
DR Payment Option(s) for the amount received for each Payment Option
CR paid in/out clearing
Payment Options will debit the general ledger account number specified for the
GL Account field on each Payment Options record. Paid in/out clearing refers to
the general ledger account specified for the Paid In/Out Clearing account found
on the Accounts tab in the Orion POS Company Options.
The following entries are created when a Customer Paid In (cash received on
account) transaction is created (the entries will be reversed for a Customer Paid
Out transaction):
DR tender type(s) for the amount received for each tender type
CR accounts receivable cash clearing
Payment Options will debit the general ledger account number specified for the
GL Account field on each Payment Options record. Accounts receivable cash
clearing refers to the general ledger account for each of the Payment Options
records used.
Accounts Receivable
Orion POS creates an invoice batch in the Accounts Receivable module after the
data has been posted. The following general ledger entries are created after a
Customer sale transaction tendered with the On Account tender type has been
posted in Orion POS and the invoice batch has been and posted in the Accounts
Receivable module:
DR AR control
CR AR clearing
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Orion Digital Integration Inc. Company Options
AR control refers to the general ledger account specified for the Receivable
Control field of the Control Account Set specified in each customer record.
AR Clearing refers to the general ledger account specified on the On Account
Payment Options record. Orion POS creates a receipt batch in the Accounts
Receivable module after the data has been posted. The following general ledger
entries are created after a Customer Paid In transaction has been posted in
Orion POS and the batch has been posted in the Accounts Receivable module:
DR AR cash clearing
CR AR control
AR cash clearing refers to the general ledger account specified on the Payment
Options record used for the paid in amount. AR control refers to the general
ledger account specified for the Receivable Control field of the Control Account
Set specified in each customer record.
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Orion Digital Integration Inc. Company Options
Make a back up of the directory specified for the company. This will ensure that you have a copy of the files should
you run into problems during the posting process such as a power failure, hard disk failure, network problems,
etcetera. This will allow you to restore the data and try again after the problem has been resolved.
Post the data in Orion POS. If there are any errors during posting please make
note of them.
Print the Daily Sales Journal from History found in the Period End Report Server.
This report should be printed on a daily basis and kept with your accounting
records. It acts as part of your paper trail and may be used along with other
reports to reconstruct the accounting entries for reconciliation and auditing
purposes should the computer files become damaged. Pre Tax Sales plus Tax
should equal the Total. Tendered less Change should equal Net. The Total plus/
minus Paid In/Out should equal the Net. The Cost plus the Margin should equal
the Pre Tax Sales. Each inventory item on this report should match the ship-
ments on the Posting Journal in the Inventory Control module.
Print a copy of the Cash Out Summary by Tender Type found in the Period End
Process group. The Total on this report should match the Net on the Daily Sales
Journal for the same time period. The Total should also match the total of all
the X-REPORTS. If there is a discrepancy between the X-REPORTS and the total
on the Cash Out Reports and Daily Sales Journal, check the date and time stamp
on the X-REPORT(s) and compare with the date and time stamp on the Daily
Sales Journal to ensure that there were no more transactions processed after
the X-REPORT was printed. The totals by payment option should match the
totals in the general ledger batch.
The Cost on the Daily Sales Journal should match the cost of goods sold on the
Inventory Control Shipment Audit List. You should be able to take the Daily
Sales Journal and match the entries on the two reports.
The Sales Analysis Summary Report found in the Sales Analysis Report Server
less entries on the Sales Analysis Global Discounts should match the entries
made to the General Ledger for Category Revenue.
If you are using Accounts Receivable print a copy of the Audit List - On Account
OA Tendered Transactions report. The total should match the On Account
amount indicated on the Cash Out report. You should be able to take a copy of
this report and tick back each entry against an entry in an accounts receivable
invoice batch. If you are using Accounts Receivable print a copy of the Audit
List - Paid In On Account PI Transactions report. The total should match the
amounts indicated on the Paid In/Out report for transactions marked as Cus-
tomer Paid In or Customer Paid out. You should be able to take a copy of this
report and tick back each entry against an entry in an accounts receivable cash
batch.
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Orion Digital Integration Inc. Company Options
Cash Reconciliation
When you have finished processing transactions for the day or shift, you should perform the cash out function.
Orion POS has this capability built into both the POS and Back Office (The Management Console) components.
The cash out process begins by pressing the cash out button on the menu bar of the Point of Sale module. Then
Choose cash out. The following screen will appear. You can also process the cashouts from the Orion Manage-
ment Console. Choose the Cash Reconciliation option on the Daily Menu.
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Orion Digital Integration Inc. Company Options
Subtract the amount of the float and continue counting the cash and other forms of currency until all of the
amounts are entered. The totals entered should match the totals generated by the computer. The report should be
printed and the system will automatically perform a shift change. At this point you can
either begin a new shift or shut down the till for the day.
The report printed is effectively a deposit slip for the cash out of this till.
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Orion Digital Integration Inc. Company Options
Make a back up of the directory specified for the company. This will ensure that you have a copy of the
files should you run into problems during the posting process such as a power failure, hard disk failure,
network problems, etcetera. This will allow you to restore the data and try again after the problem has
been resolved.
Post the data in Orion POS. If there are any errors during posting please make note of them.
Print the Daily Sales Journal from History found in the Period End Report Server. This report should be
printed on a daily basis and kept with your accounting records. It acts as part of your paper trail and may
be used along with other reports to reconstruct the accounting entries for reconciliation and auditing
purposes should the computer files become damaged. Pre Tax Sales plus Tax should equal the Total.
Tendered less Change should equal Net. The Total plus/minus Paid In/Out should equal the Net. The Cost
plus the Margin should equal the Pre Tax Sales. Each inventory item on this report should match the ship-
ments on the Posting Journal in the Inventory Control module.
Print a copy of the Cash Out Summary by Tender Type found in the Period End Process group. The Total
on this report should match the Net on the Daily Sales Journal for the same time period. The Total should
also match the total of all the X-REPORTS. If there is a discrepancy between the X-REPORTS and the total
on the Cash Out Reports and Daily Sales Journal, check the date and time stamp on the X-REPORT(s) and
compare with the date and time stamp on the Daily Sales Journal to ensure that there were no more
transactions processed after the X-REPORT was printed. The totals by payment option should match the
totals in the general ledger batch.
The Cost on the Daily Sales Journal should match the cost of goods sold on the Inventory Control Ship-
ment Audit List. You should be able to take the Daily Sales Journal and match the entries on the two
reports.
The Sales Analysis Summary Report found in the Sales Analysis Report Server less entries on the Sales
Analysis Global Discounts should match the entries made to the General Ledger for Category Revenue.
If you are using Accounts Receivable print a copy of the Audit List - On Account OA Tendered Trans-
actions report. The total should match the On Account amount indicated on the Cash Out report. You
should be able to take a copy of this report and tick back each entry against an entry in an accounts
receivable invoice batch. If you are using Accounts Receivable print a copy of the Audit List - Paid In On
Account PI Transactions report. The total should match the amounts indicated on the Paid In/Out report
for transactions marked as Customer Paid In or Customer Paid out. You should be able to take a copy of
this report and tick back each entry against an entry in an accounts receivable cash batch.
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Orion Digital Integration Inc. Company Options
Till Viewer
The Till Viewer is a tool created to allow management the ability to view activity at ant selected till on the
companys network. Select the date, the workstation and the shifty that you want to view. The activity at
that workstation will be despayed in the grids below.
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Orion Digital Integration Inc. Company Options
Buy X Get Y
The Buy X Get Y Module lets you set up additional Retail Discounting Schemes for selling multiple items. A typical
Buy X Get Y scenario will allow users to sell item X by a rule and get item Y at a special price. For Instance, Buy 3
get one free (but 3 of item x and get a free item y).
Item
Displays the Formatted Item Number
UOM
Displays this items Structure Code from the Accounting System
Base Price Type
Displays the Formatted Item Number
Category
Displays this items Structure Code from the Accounting System
Buy
Displays the Formatted Item Number
Qty Required
Displays this items Structure Code from the Accounting System
Maximum Number of Deals
Displays this items Structure Code from the Accounting System
Get
Displays the Formatted Item Number
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Orion Digital Integration Inc. Company Options
The Orion Point of Sale System is capable of linking a large number of remote locations (branch offices) to a com-
mon head office.
Orion remote Polling works by having a company Database at the head office and setting up a SQL database on a
server or workstation at the remote location to facilitate the transfer of data to and from the remote location. All
of the setup and maintenance of the system is done from the head office. Once setup, enough data is sent to the
remote location from the head office to allow transactions to be processed at the remote location. At the end of
the day or whenever it is convenient, the sales transaction data can be sent back to the head office to be posted
into the Accpac Accounting System.
The Orion Remote Polling System is designed to be controlled from the head office. When you set up the system,
you must have an Orion Location record and at least one workstation for each remote location. The Workstation
must reference the locations Location Record.
The remote polling is run from the Synchronize Locations option in the remote polling section of the manage-
ment console. Further, you can set up the Orion POS Remote Polling option to run automatically through the Micro-
soft Scheduler.
Note: to set up the scheduler, login to Windows with your Administrator user and password.
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Orion Digital Integration Inc. Company Options
To set up remote polling, first ensure that the Head office location is fully functioning. This means that Sage Accpac
ERP is installed and the database has at least 1 A/R, GL and Bank Services Transaction, and that the Inventory has at
least one fully setup item.
Setup The Orion POS and refresh the data at the host.
You should be able to run the Orion POS and process and post at least one transaction to the accounting system.
Orion POS must have a location set up for the head office location and at least one additional location set up for
the remote location.
Then setup a new POS Location in the POS Database and identify that location as a remote polling location by fill-
ing in the external IP Address of the computer at the remote location and identifying a port TCP IP Port to use in
the file transfer (note: do not use port 1433 (the default SQL port)). We have had success using port 1648 as our
default.
Note: The port identified above is the port that will be used in ongoing synchronizations. The Wizard uses the port
above to synchronize locations. At the remote location you MUST port forward the firewall to the computer at the
remote location that has the Orion Database installed on it.
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Orion Digital Integration Inc. Company Options
Setup the workstation(s) for the remote location. All of the setup should be done at the head office location.
Note that the POS Location corresponds to the remote location for this, the remote workstation.
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Orion Digital Integration Inc. Company Options
Install SQL (or SQL Express) and the Orion POS Software on a computer at the remote location. We suggest that the
computer chosen to hold the database is a server (if there is one at the store); otherwise a workstation will do.
Next, run the wizard (Management Console) at the remote and setup a remote polled workstation
Choose the third option, Remote Workstation and press next to proceed to the next screen.
Note: The check box to the right is for setting up an additional workstation at the remote location.
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Orion Digital Integration Inc. Company Options
Setup the rest of the connection data here to connect Orion POS to the database at the remote workstation.
Database ID
The name of the database at the remote location. This name can be anything
that you choose to setup. It does not have to be the same as the database on
the server.
Server Address
The name of the computer at the remote location that contains the Orion POS
database. If the Database is installed on a SQL Instance, the instance name may
need to be added here (ie.SERVER_NAME/INSTANCE).
User Name
Usually the SA (SQL System Administrator user).
Password
The SA Password
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Orion Digital Integration Inc. Company Options
The remote service is available on the Orion POS download page and can be installed and set to run automatically.
To adjust the settings in the service, go into the services section of the windows control panel and open the Orion
Remoting Service.
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Orion Digital Integration Inc. Company Options
At the head office select the Remote Polling option. The Remote Location should appear in the list of available
Locations to Poll.
Proceed to run the remote polling by pressing the Execute Synchronization button after checking off the one or
more of the check boxes (Import or Export
or Both)..
The first time that you run the remote polling you must choose to export data to the remote. The system will not
completely setup if you do not do this.
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Orion Digital Integration Inc. Company Options
Problem Resolution
The most common problem is failure to correctly open the port at the remote locations firewall and forward the
port to the computer at the remote that contains the Orion Database.
Note:
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Orion Digital Integration Inc. Company Options
Run all of the Microsoft Updates on any computers running Orion POS.
Setup a different IC location for each remote location. You can share an IC loca-
tion for the remotes but this generally is not a good idea.
The very first step in all of this is to install all of the Microsoft Updates on any
computers running Orion POS.
Begin the installation by installing the MS-SQL Database at the remote location.
I would also suggest that you install the Microsoft Management Studio Express
as well.
And then install Orion POS. Do not launch anything else at this point. Install any
updates and ensure that the version of Orion POS at the Remote locations is the
same as the version of Orion POS at the head office.
Identify the EXTERNAL IP Address of the remote location(s) and write it(them)
down. Arbitrarily select a port on the firewall to open and allow Orion POS to
use. Typically, we have select 1648 and have had no problems. You can use any
unused port that you desire.
When you run the Management Console for the first time it will launch into the
setup wizard. Choose the third option; Remote Location Setup.
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Orion Digital Integration Inc. Customer History
Customer History
The Customer History lets you view each customers transaction history. The first screen lets you see the main
transaction (header) data. From there you may view details or view payments.
Customer
Select a customer
Grid
Any transactions with this customer will immediately show up in grid immedi-
ately below. Scroll to the right to see more information.
View Details
View all information stored per line item for the current transaction.
View Payments
View all payment details stored per line item for the current transaction.
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Orion Digital Integration Inc. Customer History
Invoice
Displays the invoice number.
Grid
The grid displays each line items details for this transaction. Scroll to the right
to see every detail.
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Orion Digital Integration Inc. Customer History
Invoice
Displays the invoice number.
Grid
The grid displays each payments details for this transaction. Scroll to the right
to see every payment detail.
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Orion Digital Integration Inc. Customer History
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Orion Digital Integration Inc. Item History
Item History
The item History option in the Orion Point of Sale System was designed to allow users of the system to search for
the sale of a particular item. There are three screens available in this function, a list of the invoices on which the
selected item has been sold, the detail lines of that invoice, and the payment method used to pay the invoice. In
addition, you can choose to reprint an invoice from here.
Item
Select an item.
Grid
Any transactions with this item will immediately show up in grid immediately
below. Scroll to the right to see more information.
View Details
View all information stored per line item for the current transaction.
View Payments
View all payment details stored per line item for the current transaction.
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Orion Digital Integration Inc. Item History
Invoice
Displays the invoice number.
Grid
The grid displays each line items details for this transaction. Scroll to the right
to see every detail.
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Orion Digital Integration Inc. Item History
Invoice
Displays the invoice number.
Grid
The grid displays each payments details for this transaction. Scroll to the right
to see every payment detail.
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Orion Digital Integration Inc. Item History
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Orion Digital Integration Inc. Purge Transaction History
The Purge Transaction History Module will delete transaction history from your Orion POS Database. There are no
fields to fill in with the exception of the date to purge to and an option to purge quotes only.
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Orion Digital Integration Inc. Purge Transaction History
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Orion Digital Integration Inc. Purge Transaction History
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Orion Digital Integration Inc. Company Options
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Orion Digital Integration Inc. Company Options
Company Options
The Company Options module allows you to set information and defaults that are Global in nature and that affect
the entire point of sale system. There are seven Tabs in the Company Options Module. They are:
General Tab
The company options module allows you to set up the global options for the point of sale system. There are seven
tabs in this module; each is dedicated to a different aspect of the setup. The first tab is the General tab. Listed
below are the fields on this tab
Company
Enter the company name as you would like it to appear on internal reports,
the title bar and to be displayed in both the POS and Management Console.
Address
Enter the address on up to three lines as you would like it to appear on internal
reports, sales slips, etc.
City
Enter the city as you would like it to appear on internal reports, sales slips, etc.
State / Prov.
Enter the state or province (abbreviated) as you would like it to appear on
internal reports, sales slips, etc.
Zip/Postal Code
Enter the zip code or postal code as you would like it to appear on internal
reports, sales slips, etc.
Country
Enter the country as you would like it to appear on internal reports,
sales slips, etc.
Phone # 1
Enter the phone number as you would like it to appear on internal
reports, sales slips, etc.
Phone # 2
Enter the secondary phone number as you would like it to appear on
internal reports, sales slip, etc.
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Orion Digital Integration Inc. Company Options
Cell #
Enter the cell phone number as you would like it to appear on
internal reports, Sales slip, etc.
Fax #
Enter the fax number as you would like it to appear on internal reports, sales
slips, etc.
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Orion Digital Integration Inc. Company Options
Details Tab
Contact Name
Enter the contact name.
Contact Ph #
Enter the contacts phone number
Language
Select the language for your company.
Web Site
Enter the web site address.
Org ID
Displays the organization id (read-only).
Finder Search
Select the default search type that the built in search tool uses throughout the
system. There are two options (starts with and contains) to choose from.
Use Serialization
Check to allow serialized items to be sold. Orion POS will not automatically
integrate to Serialized Inventory for speed reasons.
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Orion Digital Integration Inc. Company Options
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Orion Digital Integration Inc. Company Options
The Sales Slip Tab allows you to select the format for the sales slip that will be printed from the POS. The Orion POS
by default prints a text slip. The slip is essentially a 3 wide sales slip that contains all of the expected information
that we feel users would want to see on a sales slip. If you require a wide or customer sales slip, you can use one of
the additional sales slips that we developed in Crystal Reports. The text slip is not modifiable; Custom reports are
fully modifiable, and regular crystal reports are partly modifiable.
Default Receipt
(Editable at Runtime)
Allows you to select (from a list) the sales slip to use at runtime or to force the
sales slip selected to print each time.
Text Slip
Select text slip if a simple un-editable sales slip that doesnt rely on crystal
reports will meet your needs. You can select from one of a number of available
styles.
Crystal Report
Select Crystal Report to choose a sales slip designed in crystal reports. There is
a narrow (3 inch wide) report and a full page (8.5 x 11) report included in the
system when you install.
Use Advanced
Invoices:
Check this to select invoices from the ODBC Based Crystal Reports instead of
the default data piped sales lips/invoices.
Display Receipt
information from:
Select whether information in the header of POS receipts (such as name,
address, phone number, etc) should come from the Company settings or the
individual Locations settings.
Quotes Report
Select the report to print quotes on. This is enabled only if the crystal report is
your default receipt or it is editable at runtime. If no quotes report is selected
the default slip will be used.
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Orion Digital Integration Inc. Company Options
Display Customer
Points Info
Check this to display customer point information on each receipt.
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Orion Digital Integration Inc. Company Options
Defaults Tab
The Company Setup Defaults Tab contains a number of the processing defaults necessary in the POS. Of
particular importance is the Sales Processing Field Visits area. Essentially, you can turn off or on the
requirement to enter a number in any of the specified fields in the POS here.
Default Customer
Select the default customer.
Purge Days
Select the number of days before purging Quotes.
Tax Group
Select the default tax group.
Floor Limit
Enter the floor limit (currently Unused).
Currency
Displays the home currency symbol.
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Orion Digital Integration Inc. Company Options
Quick Login
Check this to enable logins without passwords.
Note that the Admin login will Always require a password.
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Orion Digital Integration Inc. Company Options
Invoice Tab
The Company Setup Invoice Tab allows you to set invoice number counter and a bit of extraneous data for the
system.
Note: the invoice number counter will only be used here if the system is set to count invoices globally (as opposed
to by location or by workstation).
Default Pricelist
Enter the number of days until a quote expires. 0 means it never expires.
Trigger
Buy X Get Y
Enter the number of days until a quote expires. 0 means it never expires.
Add Signature
Line to Text Slip
Enter the number of days until a quote expires. 0 means it never expires.
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Orion Digital Integration Inc. Company Options
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Orion Digital Integration Inc. Company Options
Options Tab
The options tab lets you set rounding, time until logout and customer creation details in the accounting system.
Code Length
Enter the maximum code length.
Round Type
Select up, down or nearest round type.
Round Amount
Select the round amount.
Inactivity Logout
Enter the number of minutes for inactivity logs you out. 0 means ignore the
logout.
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Orion Digital Integration Inc. Company Options
Enable Volume
Discount Stacking
Allows you to stack or combine items in a transaction even if they have been
discounted.
Require Security
to Sell Under Cost
Allows items to be sold below cost if there is security approval to do so.
Include Negative
Lines in Global
Discounts Setting
This option allows you to ignore negative lines in a transaction when issuing a
Global Discount.
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Orion Digital Integration Inc. Company Options
Accounting Tab
The Company Setup Accounting Tab is where the default General Ledger Account Information is set into the system.
Although these fields are rarely used (the actual information used is generally obtained elsewhere in the system).
AR Cash Clear
Select the AR cash clearing account (Receipts are cleared here)
AR Clear
Select the AR clearing account (Tenders are cleared here).
Cash On Hand
Select the cash on hand/bank account.
Coupons
Select a coupons account.
PD In/Out
Select the paid in/out clearing account
Revenue
Select the default revenue account.
Layaway Unpaid
Select the layaways unpaid (receivables) account.
Layaway Total
Select the layaways total (payables) account.
Note: The POS Categories also contain a number of Accounts that will be used
ahead of these accounts.
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Orion Digital Integration Inc. Customer Maintenance
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Orion Digital Integration Inc. Customer Maintenance
Customer Maintenance
The Orion POS Customer Setup module allows the modification and deletion of Orion POS Customer records.
Customers are imported from your accounting system during the install wizard. You may then edit them here. If you
need to add customers, please perform this function in the POS module or your accounting system.
General Tab
Customer
Enter the customer code. To the right enter the customer name.
On Hold
Check this to place a customer on hold which means they may not be available
in the POS for any transactions.
Short Name
Enter the short name.
Address
Enter the address using up to 4 lines.
City
Enter the city.
State/Prov
Enter the abbreviated state or province.
Zip/Postal Code
Enter the zip code or postal code.
Country
Enter the country.
Phone 1
Enter the primary phone number.
Phone 2
Enter the secondary phone number.
Fax
Enter the fax number.
Email
Enter the email address.
Web Site
Enter the web site address.
Customer type
Select the customer type.
Pricelist
Select a pricelist for this customer
Currency
Display the currency for this customer
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Orion Digital Integration Inc. Customer Maintenance
You may assign one customer many ship-to addresses. Click the new button on the Addresses finder. This starts a
new entry and pre-populates the address information from the original address to save time.
Client Name
Enter the clients name.
Address
Enter the address using up to 4 lines.
City
Enter the city.
State/Prov
Enter the abbreviated state or province.
Zip/Postal Code
Enter the zip code or postal code.
Country
Enter the country.
Phone 1
Enter the primary phone number.
Phone 2
Enter the secondary phone number.
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Orion Digital Integration Inc. Customer Maintenance
Contact Name
Enter the contact name.
Tax Group
Select the tax group for any transactions that use this ship to address.
Ship Via
Enter the shipping method.
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Orion Digital Integration Inc. Customer Maintenance
Contact Tab
You may enter contact information other than the customers general information.
Contact Name
Enter the contact name.
Contact Phone
Enter the contact phone number.
Contact Fax
Enter the contact fax number.
Contact Email
Enter the email address.
Ship Via
Enter the Ship Via information.
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Orion Digital Integration Inc. Customer Maintenance
Processing Tab
Tax Group
Select the tax group.
Tax Classes
After selecting the tax group, select a class for each jurisdiction in the grid.
Ensure the Class Name is not UNUSED.
Account Set
Select the account set.
Code Term
Select the code term.
AR O/S Bal
Displays the AR OS Balance.
Rate Type
Displays the rate type
National Account
Enter the national account.
Billing Cycle
Select the billing cycle.
Comment
Enter a comment for this customer.
Credit Limit
Enter the credit limit for on account.
Start Date
Enter the date this customer was entered into the system.
Tax Registration
Numbers
Enter up to 5 tax registration numbers. You must enter the numbers in order
from 1 to 5.
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Orion Digital Integration Inc. Customer Maintenance
Sales Tab
This read-only tab displays up to 5 salespersons and their associated percentages for a sale. The percents must sum
to 100 or be set to 0.
Salesperson Code
Displays the salesperson code
Percent
Displays the percent allocated to this salesperson for sales on this customer.
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Orion Digital Integration Inc. Customer Maintenance
Points Tab
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Orion Digital Integration Inc. Customer Maintenance
Optional Field
Select the optional field.
Optional Field
Description
Displays the optional field description.
Value
Select or enter a value. Some fields have a drop down and others you must
enter a value.
Value Description
Displays the value description, usually available if there is a drop down list of
values.
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Orion Digital Integration Inc. Customer Maintenance
This tab has customer purchase history for this customer. This information is available for the customer loaded in
the Point of Sale System.
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Orion Digital Integration Inc. POS Locations
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Orion Digital Integration Inc. POS Locations
General Tab
The company options module allows you to set up the global options for the point of sale system. There are seven
tabs in this module; each is dedicated to a different aspect of the setup. The first tab is the General tab. Listed
below are the fields on this tab
Address
Enter the address information on up to 2 lines.
City
Enter the city.
State / Prov
Enter the state or province abbreviated.
Country
Enter the country.
Phone #
Enter the phone number.
Fax #
Enter the fax number.
IC Location
Select the IC location from the list of accounting data.
Tax Group
Select the tax group.
Next Invoice No.
Enter the invoice number for the next transaction. If field appears grayed out,
the default invoice counter is not set to POS location. You may edit this in com-
pany options.
Current Shift
Counter
Enter the shift number for the next transaction. If field appears grayed out, the
default shift counter is not set to POS location. You may edit this in company
options.
Suspense Item
Select an item to post errant items to (for instance, if an item no longer exists).
Location Based
Pricelist
You can set the system to default to a pricelist based on the location instead of
a customer.
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Details Tab
The information on this Tab is used to enable users to pass information to the sales slip/invoice being printed.
Note: The Header/Footer Append files print immediately before or after the sales slip allowing users to print
large amounts of text in addition to the sales slip. For instance, you may want to print return policies, or con-
tracts that need signatures.
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Orion Digital Integration Inc. POS Locations
Remoting Connection
This connection information is only used for a remote polling environment. If this location is a satellite remote poll-
ing location you must fill in this tab by entering the head offices information to enable polling.
IP Address
Enter the IP address of the head office.
Port
Enter the port used to execute SQL commands.
Test Connection
Allows you to test the connection to the host. This button will try to connect to
the head office and see whether a connection can be established.
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Orion Digital Integration Inc. POS Locations
Payment Processors
The Payment Processing information is to enable these payment processors in Orion POS .
Using E-Xact
Indicate whether or not you are using E-Xact for payment processing.
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Orion Digital Integration Inc. Company Options
General Tab
The company options module allows you to set up the global options for the point of sale system. There are seven
tabs in this module; each is dedicated to a different aspect of the setup. The first tab is the General tab. Listed
below are the fields on this tab.
POS Location
Enter the POS Location that this workstation is linked to (for Invenmtory and Tax
information).
Till Float
Enter the amount of Float that this Till / Workstation holds.
Next Invoice
Number
Displays the next invoice number to be used if the Invoice counter is set to
workstation.
Current Shift
Counter
Displays the current shift counter if the Invoice counter is set to workstation..
Default
Payment Type
You can set a default Payment Type for this Workstation here. Note: this is not
normally set.
Cash Over/Short
Term
Enter a GL Account to redirect cash over/short to for this workstation.
Default
Customer
Select a default customer for this workstation.
Enable Table
Service
Choose this selection to Enable launching of the Table Service Screen in ad-
vance of your POS screen. This should only be used if you are using F&B options
in Orion POS.
Enable F & B
Mode
Choose this selection to turn on the numerous F&B table service options in
Orion POS.
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Orion Digital Integration Inc. Company Options
Printers Tab
The information on this Tab is used to enable users to pass information to the sales slip/invoice being printed.
Note: When editing the Workstation settings, it is best to do this from the physi-
cal workstation as the printers set up in Windows (available) may differ from
Workstation to Workstation.
Printer Options
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Orion Digital Integration Inc. Company Options
This screen is used to setup a Pole (or Customer) display for this workstation. Orion POS currently supports the
Logic Controls PD-3000 or the ADM-787-3. We recommend Serial Pole displays if possible.
A Pole Display is
Attached to this
Workstation
Check this Check Box if a Pole Display is present on this workstation..
Pole Display
Select the Pole display that you are going to use.
The remaining fields on this screen are for setting the operational settings for the display. You can choose to setup
any type of pole display by referencing the command set for the display and entering the appropriate settings into
each of these fields.
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Orion Digital Integration Inc. Company Options
Cash Drawer
This screen is used to setup a cash drawer on this workstation. Orion POS currently supports all of the common
ways to attach a cash drawer to the System. By far most common method is to use the sales slip printer to trigger
the cash drawer on the POS.
There are three common methods to attach a Cash Drawer to the POS:
Open String
Enter the Hexadecimal String that will open the cash drawer. Some common
strings are:
Epson 1b70003264
Star 0707
Other 1b07
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Orion Digital Integration Inc. Company Options
Details Tab
The Payment Details Tab has a number of options mostly for adjusting the sales slip that is printed. These settings
are usually necessary when you are attaching legacy (old) POS Hardware to the System.
Include Totals
In Blind Cashout
This option will toggle the display of the computer generated tender total (off
or on) when the Cashout function is being processed.
Max Characters
After Offset
The width of the sales slip in addition to the Offset. Note: this can be reduced
if the sale slip is too wide for the paper being used. This quite often happens if
you are using a legacy printer. We do not recommend adjusting this more than
5 or 10 picas.
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Orion Digital Integration Inc. Company Options
This screen has options to put scrolling messages, setup in the Pole Display Messages Setup Module, on the Pole
Display (if attached). This option can be problematic if there are any issues with the serial port, etc.
Enable Scrolling
Indicate whether or not you are using Tender Retail.
Line to Scroll on
Choose the first or second line to scroll.
Idle Time
Before Scroll
Enter the number of seconds to wait before scrolling.
Message List
A list of the messages to be scrolled from those setup in the Pole Display Mes-
sages Setup Module.
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Orion Digital Integration Inc. Company Options
This Tab has a list of the available printers on this computer and allows you to choose at least two printers to use if
you are going to turn on advanced printing.
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Orion Digital Integration Inc. Company Options
The Advanced Printing Rules Tab is where you set up the rules if Advanced Printing is used. Once you have selected
the printers that you want to use, the next step is to turn on the advanced printing and develop one or more rules.
Note that you turn on Advanced Printing on EACH workstation by checking the Use Advanced Printing
Check Box!
Use Advanced
Printing
Check This Box to turn on Advanced Printing Once this is turned on it will over-
ride the standard printing in Orion POS.
The General Tab in the advanced printing setup is used to set the printer, form (Sales Slip) and optionally, a second-
ary printer that is intended to activate if the Default Printer fails. There are a number of options here as well.
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Orion Digital Integration Inc. Company Options
Rule Enabled
Turns on the rule.
Number of Copies
Set the number of copies to print when the rule executes.
Auto Print
Check This Box to print directly to the printer without asking for further direc-
tion at print time.
Enable at Runtime
Check This Box to override the standard printing in Orion POS.
Text Slip
If Selected, allows you to set a Text Slip and printer to print on.
Crystal Report
If Selected, allows you to set a Crystal Report and printer to print on.
Use Non-Standard
Printing
Turns on RAW print mode in the printer (mostly for legacy printers).
Rule Group
Allows you to set a rule group for food and beverage processing
This screen allows you to select one or more Payment Types to trigger the execution of this
advanced printing rule.
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Orion Digital Integration Inc. Company Options
This screen allows you to set this advanced printing rule to execute if details in the POS transaction contain one of
the categories selected.
Enable Category
Filters
Turns on the ability to select one or more Inventory Categories to determine if
this rule should process.
This screen in the Advanced Printing Rules allows you to drive a cash drawer from the Advanced
Printing Rules.
Printing
Turns on RAW print mode in the printer (mostly for legacy printers).
Rule Group
Allows you to set a rule group for food and beverage processing
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Orion Digital Integration Inc. Company Options
Processors
The Payment Processing information is to enable these payment processors in Orion POS .
Payment Processor
Choose a Payment Processor to use on this workstation if you are processing
payments.
Note: This list may change and you should consult with Orion Digital Integration Inc to ensure your processor is
supported.
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Orion Digital Integration Inc. Company Options
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Orion Digital Integration Inc. Company Options
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Orion Digital Integration Inc. Company Options
Category Setup
The Category module allows you to adjust categories imported from the accounting system.
General Tab
Listed below are the fields on this tab
Language
Enter Select the Language to use.
Commissions
If the Pay Type requires a path to a file, enter it here.
Exists
Turn on commissions for this category.
Printing Group
Enter the commission rate ( % ).
Revenue
Revenue Account from the Accounting System.
Cost of Goods
Cost of Goods Account from the Accounting System.
Variance
Variance Account from the Accounting System.
Return Clearing
Return Clearing Account from the Accounting System.
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Orion Digital Integration Inc. Company Options
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Orion Digital Integration Inc. Points Setup
Points Setup
The Orion Point of Sale System comes with a simple customer loyalty (points) system. This module is where it is set
up.
General Tab
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Orion Digital Integration Inc. Points Setup
Redemption Tab
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Orion Digital Integration Inc. Points Setup
Category Tab
This option allows users to select categories that the points apply to. Categories that are not selected will be omit-
ted from points calculations.
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Orion Digital Integration Inc. Points Setup
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Orion Digital Integration Inc. Payment Options
Payment Options
The Payment Options module allows you to setup payment methods for use in the Point of Sale System. Different
users may require different payment methods or may support other currencies. This module allows users to setup
any number of payment methods. The initial sets of Pay Types are created during the initial setup of the system (in
the Setup Wizard).
General Tab
Listed below are the fields on this tab
Pay Type
Enter the Code that identifies this payment method.
Pay Code
Select one of the predefined types of payment codes.
They are:
CC Credit Card
COUPON Coupon
CASH Cash
GIVEX Givex
ON ACCOUNT On Account
ONE CARD No Longer Used
UNIRESMAN Uniresman
XML XML
POINTS Points
Visible in POS
If Unchecked, cannot be seen in the POS module
Home Currency
The Home or Base Currency for this company.
Tender Currency
The Tender Currency for this Pay Type.
Conversion
The Conversion Factor between the Home and Tender Currencies.
GL Bank
Enter the Bank that this Pay Type will use.
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Orion Digital Integration Inc. Payment Options
Code
Enter the GL Code for this Pay Type.
Pay Code
Equivalent
Enter the AR Payment Code that corresponds to this Pay Type.
Use Aus
Rounding
Check this if you require the Australian Payment Rounding Methods turned on.
Hot Key
Create a Hot Key for this Payment Method.
Icon
Select an Icon for this Pay Type.
CC Prefix
Enter the First Number if this is a Credit Card Pay Type and you want the system
to automatically choose the pay type based on the first Character (when it is
swiped).
Use
Tender Retail
Check this option if you are using Tender Retail for Credit Card Clearing.
Use
E-Xact
Check this option if you are using E-Xact for Credit Card Clearing.
Use
PC Charge
Check this option if you are using PC Charge for Credit Card Clearing.
Use
SoftPay
Enter Check this option if you are using SoftPay for Credit Card Clearing.
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Orion Digital Integration Inc. Payment Options
Printing Tab
The information on this Tab is used to enable users to control the information passed
to the sales slip/invoice and the form being printed.
Choosing this option will pick up Sales Slip information from the following
fields.
Default Receipt,
Edit at runtime
Allows you to select the report at runtime
Text Slip
Select the printer to use Select the Form to use
Crystal Receipt
Select the printer to use Select the Form to use
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Orion Digital Integration Inc. Payment Options
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Orion Digital Integration Inc. Button Panels
In the Orion Point of Sale Systems Management Console (the Back Office Component of the Point of Sale System)
is a module that allows you to Add / Edit / or Delete Button Panels . This Button Panel Editor is in the Administra-
tion Section of the Management Console.
From the operating perspective, the system looks to be fully integrated to the Accounting System with access to the
Inventory and Customer Information.
The real benefit of this approach to the accounting system integration is that Orion POS does not have to have its
own Inventory, Accounts Receivable or General Ledger modules and can therefore allow your organization to take
full advantage of the strengths of the Accounting System.
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Orion Digital Integration Inc. Button Panels
Company Level
The Company level is the top of the data hierarchy. Information such as the
company name, address and any global elements are contained here.
Location Level
The Location Level breaks down so that it relates to a physical location. By its
nature, points of sale applications are intended to operate at a physical loca-
tion. Whether it`s one or more, all point of sale systems relate to a physical
location.
Workstation Level
Within each physical location there exists one or more workstation (or Tills).
Each workstation may differ from the next with respect to the hardware at-
tached to it and or by its function (a standard POS workstation, a workstation at
a service desk or possibly a workstation (or Till) in a cafeteria.
This data organization opens some interesting possibilities for the software. It can easily perform more than one
role in an organization (Like operating in the store and the service desk and the cafeteria. The ability to customize
the button panels further extends the possibilities for the overall usability of the system in an organization.
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Button Panels
When you start the Management Console and press the Administration Button/ Table Maintenance section, the
Button Panel option will be available.
If you choose the Button Panel option, you will load the Button Panel Editor.
Note: Other modules of the management Console that are important with respect to button panels are the Com-
pany Options module and the Workstation Setup module (situated above the Button Panels module) in the
same Administration menu of the Management Console.
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Initially, there are two screens that exist in a newly created Point of Sale database. They are the Default800 and
Sample screens.
The Default800 screen is actually the point of sale screen that exists in every database when you start the POS
module. If you use one of the database selection methods (finder, scroll forward or backward, etc.) you can load
the screen.
Note: The Default800 screen may not be edited. If you want to change this screen in any way, you must duplicate
the screen and then load the newly created screen from the workstation setup module. See Using New Panels later
in the document.
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There are three sections that make up the Button Panel Editor Screen, they are:
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The Panel Property Section In this section, the properties of the entire button panel are maintained.
Panel Type This list box contains all of the different types of panels that you can create. All of the Panel Types are
Prefixed with either 800 or 1024. This indicates the screen size. They are:
800 POS Panel (Standard) The default panel. Designed to make the POS screen fit a 15 monitor at 800 x 600
resolution.
800 POS Panel (F & B) A special POS screen for Food and Beverage processing. Intended to fit the POS screen to a
15 monitor at 800 x 600 resolution
800 Header Panel (F & B) Designed to fit across the top of the POS Screen to enable buttons and titles to be
placed on the screen.
800 Table Service A special screen with characteristics to enable a table map of the facility to be placed in front of
the POS F&B screen
1024 POS Panel (Standard) The default panel. Designed to make the POS screen fit a 17 monitor at 1024 x 768
resolution.
1024 POS Panel (F & B) A special POS screen for Food and Beverage processing. Intended to fit the POS screen to
a 17 monitor at 1024 x 768 resolution.
1024 Header Panel (F & B) Designed to fit across the top of a 1024 x 768 POS Screen to enable buttons and titles
to be placed on the screen.
1024 Table Service A special screen with characteristics to enable a table map of the facility to be placed in front
of the POS F&B screen
Floating Panel A special panel that Floats above the main POS screen. Primarily for use in F&B installations
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The Button Property Section As EACH button is manipulated, the properties of the button in play are displayed.
The two attributes that are displayed are:
Button Size X by Y in Pixels
(Button) Location Pixels from (0,0), the upper left hand corner of the screen.
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The Button Panel Layout Area The large area on the right hand side of the screen is where the button panel is
laid out.
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For Example:
Notice that the button positions are the same BUT the function on the button is different. Conceptually, this is
something that you must understand in order to successfully create screens for the POS system.
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To create a new Panel from scratch, select the NEW icon at the top of the panel editor and then proceed to enter a
name for the new screen. Another way to create a new panel is to load an existing panel and choose to duplicate it
using the duplicate button at the bottom of the screen.
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Once you have named the new screen, we recommend pressing the add button to save the new screen.
To add buttons to the new screen, right click (the mouse) and choose the Add Button option. The second option
Paste. It will allow you to paste a copied button on the screen.
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The newly created button will be placed on the panel. Position it appropriately by dragging it to the desired posi-
tion on the panel. At this point you can also resize the button to any desires size.
Right clicking on the button will bring up a menu of options. They are:
Edit Properties opens up a screen with an extensive set of options for changing the button and/or adding func-
tionality to the button.
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The right hand side of the screen contains options that affect the appearance of the button. The left hand side of
this screen has options that affect the operations performed when the button is pressed.
The list box will display a list of the functions that are available on this button on this screen type. It is important to
note that the actual options that are available can change based on the Screen Type selected and the Billing/pre-
billing state. The buttons initial state is always Disabled. You can choose any of the functions listed in the list box
to change what the button does.
In this case, I chose to make the button select item A14500 from inventory. When the button is pressed it will
push A14500 into the input field on the POS Screen and complete the selection of that item.
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Here I am selecting a new color for the button from the appearance side of the screen.
This is the new button positioned on the POS panel on a standard POS screen.
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The button can be resized simply by grabbing the edge and pulling it to a new size. The button can be moved by
selecting the button and pressing the arrow keys on the keyboard to move it.
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I will now create a second button that will allow mw to enter text into the body of a transaction when the button is
pressed.
In addition to the list of functions listed above, the Other Functionality section of the button properties screen
lists a number of special functions.
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Here is the Panel thus far. It is important to note that it is possible to use Orion POS without a keyboard or mouse.
In addition, if you are using a touch screen monitor, you will need to add some buttons to facilitate processing (like
the Escape button and the Enter button) or to facilitate screen traversal. See the Panel Change option.
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Save the panel by pressing the Update Button. At this point, the panel has enough functionality to operate as part
of the POS screen.
It is now necessary to Attach the screen to the one or more workstations in the POS system.
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First, in the Administration Menu of the Orion Management Console you need to ensure that the POS system is
expecting a screen resolution that matches the Panel that you created. There are two choices here 800x600, the
standard screen resolution for a 15 monitor and 1024 x 768 the standard screen resolution for a 17 monitor.
Why these choices? Touch screens are still typically 15 inches or 17 inches. Orion Point of Sale can operate on
monitors with any resolution but will perform best at one of these (due to typical button sizing, etc).
Next, you need to attach the screen to a POS Workstation. The Orion Point of Sale System will allow each worksta-
tion in the system to have the same or a different screen.
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Once this is done, the Point of Sale System is read to function with this newly created screen.
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Button Types
In the Orion Point of Sale Systems Button Panel Editor there are a large number of pre defined functions
that you can apply to a button that you are creating. In this section we will give you a brief description of
the available functions. In the Button Type List box are the following functions:
Invisible Makes a button invisible. Remember that each button has two states. One before a transac-
tion begins and one after a transaction begins. In some instances, you may not want to have a button do
anything in one of the two states.
Panel Change This function allows you to call a panel from another panel. In effect, chaining different
panels together. You may have to add a button to each panel to direct it back to the main or starting panel.
Item Entry Allows you to have a button call an item from inventory as if you entered the item in the item
entry area of the POS Screen.
Predefined Customer Change Allows you to change the default customer prior to starting a POS transac-
tion. For instance, if you have a special customer setup with a discount setup for staff pricing.
Predefined Coupon Entry Allows you to process a coupon from a button on the current panel.
Predefined Single Line Percent Discount Performs a Percent line item discount on a selected line.
Predefined Single Line Dollar Discount Performs an amount line item discount on a selected line.
Predefined Global Line Percent Discount Performs a percent discount on all lines.
Predefined Global Line Dollar Discount Performs an amount discount on all lines.
Print Bill (Table Service) Prints a Sales Slip / Invoice through the Advanced Printing option.
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The Other Functionally Section has a list box that contains the following functions:
Text Input Opens a box on screen allowing the entry of text into the body of a transaction.
Single Line Text Input Opens a single line input box on screen for entry of text into the body of a transac-
tions details.
Edit Description Allows the operator to change the description on the selected detail line.
Customer Change allows the operator to change the current customer. This subsequently recalculates
the transaction.
Subtotal Calculates and inserts a Sub Total line in the details of the current transaction.
Correction Highlights all of the characters in the Item Input Field for editing or removal
Void Line Voids the currently selected detail line of the transaction
Complete Closes the current transaction at the point where the button is pressed
Discount Selected Opens the discount function on the currently selected line.
Discount Global Opens the Global discount function on the currently selected line.
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Split Bill (Table Service) A Special function for Food and Beverage Processing. The Spit Bill Function splits
the individual covers in a F&B transaction into separate bills. For Example, if you have a table with three
people (covers) sitting at it and when it comes time to leave they each want separate bills, this function
will split the sale by cover into three separate bills.
Change Cover (Table Service) A Special function for Food and Beverage Processing. This function chang-
es the cover (the seat at the table that is being serviced at the current time) on a specific item to another
cover (seat). This function is used to correct entry errors in F&B transaction Entry.
Quick Table Switch (Table Service) A Special function for Food and Beverage Processing. This function
changes the Table that the current transaction is open on. This function is usually used by a server to
quickly switch tables if that server is managing more than one table at a time.
Transfer Table (Table Service) A Special function for Food and Beverage Processing. This function allows
the operator to transfer the selected transaction to a different table. If people want to switch tables or join
another table, this function will facilitate to transfer.
Split Line Qty A Special function for Food and Beverage Processing. This function will allow the server to
split a line on a bill between covers. For example, if there are 6 beers on a bill that were consumed by two
different covers, this function will allow you to transfer some of the beers to another cover number.
Extended Price Entry Allows for the entry of the extended price and calculates the selling price
Edit Detail Location Allows the operator to change the location that the currently selected line is sold
from.
Edit Detail Pricelist Allows the operator to change the pricelist that the currently selected line is sold
from.
Recalculate Buy X Get Y If you are using the Buy X get Y function, this button will cause the recalculation
of the buy X get Y lines.
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Office Supplies
Desks
Screens
Chairs
This can be done on an existing screen or a new one. As an example, I will modify the screen that we built
in the Creating New Panels example to include panel change buttons. The Size and placement of the but-
tons is completely up to the designer.
When I press the DESKS button in the POS Module, the Button Panel will change to the following..
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This Screen is intended to show two things. First, the button size, color, font and placement are completely
up to the designer. Secondly, I have added a back button that will return me to the main screen. The Back
button is simply a Panel Change Button that calls the Main POS Panel (identified in the POS Workstation)
setup.
The Main POS Screen with this Main Panel Loaded. If I press the DESKS Button, the following Panel will
load.
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Allowing me to select any of the available Inventory Item for inclusion in the transaction.
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Following is a screen designed for Food and Beverage Processing. The Screen in this example is set up for
the larger 1024 by 768 resolution monitors and will therefore allow for the inclusion of a substantially
increased number of buttons.
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There are a number of designed in changes that occur when you choose to use a F&B Panel. Most notably, the left
hand side of the screen changes to one more appropriate to food and beverage processing.
Note: There are also settings in the POS Workstation Setup module of the Management Console that you may
need to turn on.
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There are two tabs on the Workstation Setup Module Specifically related to Advanced Printing. The first
Tab (Adv Printing Printers) lets you select the printers that will be used to redirect printing. The Second Tab
(Adv Printing Rules) lets you add or edit Rules that will govern how printing will occur when transaction
are processed in the POS component.
To enable the Advanced Printing, you must turn on by selecting advanced printing on the Adv Printing
Rules Tab of the POS Workstation Module. The Advanced Printing must be turned on for each workstation
using it.
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Select the workstation that you want to setup and proceed to the Advanced Printing Printers Tab. From
here you can see a list of printers that are available from this workstation. We suggest that you setup
networked printers for any Bar or Kitchen printing as these must be visible from all workstations that will
access them.
I strongly recommend that you standardize printers and printer names wherever possible. This will sub-
stantially simplify the ongoing maintenance of the system, especially if the names change over time.
If you are going to use advanced printing you really need to have at least two printers selected. It doesnt
really make sense to use advanced printers with fewer printers.
Once you have selected the printers, advance to the Advanced Printing Rules Tab.
You can see that the Use Advanced Printing check box is checked, enabling advanced printing. You can
also see two rules setup; the first for Bar Printing and the second for Food (KITCHEN) Printing.
Each of these rules will let you select a printer (and possibly an alternate printer), a sales slip (form) to
print and set the conditions under which printing occurs.
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Of special note is a field labeled Rule Group. This allows you to associate this rule to any number of cat-
egories that have the same rule group defined.
Note that there are special text slips for printing in the bar and in the kitchen. They do not behave like
the standard sales slips.
This is the corresponding entry in a POS Category. Note that they match. This will cause any items from
this category to be directed to the printer identified in the Advanced Printing Rule containing the BAR
Rule Group.
If you are setting up printing and want to print to the Kitchen and/or Bar you can direct the printing of
items to either the Bar or Kitchen by using Printing Groups. This allows you to associate an advanced
printing rule to one or more printers.
If you assign a button to use the Print Bill (Table Service) function, it will use the assigned text (In this case
(BAR)) to filter and process only the advanced printing rules that contain the same Text in the Rule Group.
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In addition, once the items in the transaction are printed, the system will mark these items as printed and stop
these details from being printed again. The next time that you add more items to the transaction and choose to
send the updated transaction to the BAR the previously printed details will not be re-printed. This avoids any
duplication in the preparation of food or beverage items.
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In this example, I chose to sell a steak and the system immediately pops up a floating menu offering options as to
how you want the steak done. This Floating menu has a number of text Suffixes that are used to modify the de-
scription of the steak to include how it is to be prepared. In this case I chose Rare
In the next picture, you can see that the description is modified.
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Now lets add an extra. The customer may want fried mushrooms added to the steak. These Extras
can be put in a floating menu and sold along with the Steak being Purchased.
If I select Fried Mushrooms they will be added to the list and sold along with the steak as in th example
that follows.
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Again, using the steak example, we are going to sell a steak dinner to a customer. The first and most com-
mon modifier for a steak is a directive to the cook as to how the customer wants the steak done. We can
pop open a Floating Panel to give the server a list of options. You can see the panel floating above the
screen at the lower center section of the screen.
Further, the customer doesnt want butter on the steak but does want to extra onions. A second floating
menu containing a list of modifiers can be opened to present the valid options to the server.
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What differentiates modifiers from extras or sides is the fact that modifiers are not commonly charged for. They are
more precisely adjustments to the Steak Dinner to more closely match the customers preferences.
Since modifiers are not being charged for, it doesnt make much sense to put them in the inventory. Instead, we can
use text input, text prefix and text suffix functions to develop a set of options that will Build the modifier on the
current transaction. The floating panels that we built to accomplish this are in the previous screen shots.
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In this example, there are four tables (each a button) on a green background. If you press a button, you can imme-
diately begin entering items into a transaction and processing the F&B sale. Once you begin entering items into the
sale, you can exit the sale by sending the items in the transaction as it exists at this point in time to the kitchen or
bar (or both). Or you can create a complete button to exit the sale in progress.
Upon exiting, table button that you pressed will be displayed in a different color indicating that it is a Work in
progress. You can continue going back into the transaction simply by pressing the button for that table, adding
items, printing, etc over and over until it is time to complete the transaction. You simply hit the enter key and to
get to the payment screen and complete the sale by tendering it out.
Note: The Table Service Panel is designed to have an image placed behind the buttons. This will allow you to
display a map of the F&B facility. We use Microsoft Visio to design these images.
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In the button designer set up tables with dynamic label type on the table screen.
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On the right side of my screen I created a number of buttons setup to create a number of unused Tabs.
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Pressing one of the unused tabs will open a new transaction with an open field allowing you to apply a
name to the new tab. Change the name of the tab table selected to give it a Name.
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When you leave the transaction, the name will remain until the tab is cleared.
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Split Bill (Table Service) A Special function for Food and Beverage Processing. The Spit Bill Function splits
the individual covers in a F&B transaction into separate bills. For Example, if you have a table with two
people (covers) sitting at it and when it comes time to leave they each want separate bills, this function
will split the sale by cover into two separate bills.
This transaction is setup with details lines spread over 2 covers (people).
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Pressing the Split Bill Button divides the transaction into two sub transactions separated by the cover number.
Note: At this point you have the ability to highlight detail lines on either side and drag them to a different covers
transaction (to facilitate correcting bills).
Selecting OK at this point will drop the transaction back to the Table Select Menu.
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Pressing the table button will allow you choose the open cover to work on. Since we chose to split the bill into
different covers and both are currently active, you must choose from the open transactions (bills) that new exist
under this button (Table 2).
Once you choose from the covers presented, processing can occur as if the cover you chose were the only cover
active on this bill.
Quick Table Switch (Table Service) A Special function for Food and Beverage Processing. This function changes
the Table that the current transaction is open on. This function is usually used by a server to quickly switch tables if
that server is managing more than one table at a time.
In this situation, there are three tables currently active in the establishment.
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The system is currently situated in the current transaction open on table number 03.
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Pressing the Quick Switch Button will open a liust of currently active tables to select to move to.
After selecting Table 04, we are move from the transaction on table 03 to the transaction on table 04.
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Transfer Table (Table Service) A Special function for Food and Beverage Processing. This function allows
the operator to transfer the selected transaction (or cover) to a different Table. If people want to switch
tables or join another table, this function will facilitate the transfer.
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Pressing the Split Bill function will open the split bill function. In the upper right hand corner is a button
labeled To Another Table. Pressing this button will list any open covers (in this case only one) to choose
from. Pressing anywhere on the open form will select this cover.
Once a cover is selected, it can be moved to any of the available Tables simply by selecting the desired
table from the list.
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Pressing OK will bring you back to the table Select Menu with Table 4, the table that we chose to transfer
to containing the transaction that was transferred from table 02.
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Change Cover (Table Service) A Special function for Food and Beverage Processing. This function chang-
es the cover (the seat at the table that is being serviced at the current time) on a specific item to another
cover (seat). This function is used to correct entry errors in F&B transaction Entry.
Select the line to change the cover on. The circled area indicates the cover number.
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Press the Change Cover Button to bring up the change cover form indicating the possible cover numbers to
change to. The existing cover number for the line selected is indicated in a different color.
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Split Line Qty A Special function for Food and Beverage Processing. This function will allow the server to
split a line on a bill between covers. For example, if there are 4 Caesars on a bill that were consumed by
two different covers, this function will allow you to split the 4 Caesars into more than one detail line for as-
signment to a different cover. Enter the number of lines you want the qty split into (IE. Enter 2 to split the
one line of 4 Caesars to 2 lines of 2 Caesars).
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Press the Split Qty Button to allow the entry of the number of detail lines to split this line into (in this case
2 lines).
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INVENTORY Many Food and Beverage systems do not do any real costing of items sold due to the fact
that they are really assemblies and hard to realistically cost. A common practice is to estimate a cost based
on the components. We suggest that you consider using non stock items to setup the items for F&B pro-
cessing and calculate costs outside of the POS System.
CATEGORIES Carefully determine the categories to be used in the Inventory due to their importance
in the F&B printing issues (IE. Redirecting printing to the BAR or Kitchen). The categories actually are an
important consideration in setting up F&B systems.
PRINTING Again, where sales slips are printed, where Bar and Kitchen printing occurs are important
considerations in setting up the F&B System.
FOOD COSTING We recommend costing for F&B outside of the Inventory and setting the costs in the
standard cost field or use Non Stock Items and do manually costing.
COMPLEXITY The complexity of F&B systems can increase dramatically if attention is not paid to the
items outlined here.
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Orion Digital Integration Inc. Company Options
The Orion Point of Sale System has the ability have one or more message scroll across a customker display at-
tached to POS workstations. Enter the messages here and attach them to the POS Workstations to have them ap-
pear on that workstations Customer Display.
Setup hotkeys for the most common POS processes. Select a process, press the set button and then press the
keys you want to assign as the hotkeys. Press save, and your done.
Message Code
Enter or Select the scroll message to add or edit.
Message
Display or enter the message that you want to sc roll on the customer display.
Scroll Speed
Enter a speed between 1 and 10 (10 being the Fastest).
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General Tab
Listed below are the fields on this tab
Pricelist
Enter the Pricelist to get the item from.
Item Number
Enter the Item Number
Unit of Measure
Enter the Unit of Measure
Currency
Displays the Currency
For the item selected with the parameters above, you can select any number of items to Tag Along each time
that that item is included in a POS transaction.
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Redemption Tab
The information on the screen above relate to each item entered in the tag along grid.
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General Tab
This form will list all of the Location/Pay Type relationships that are set up. Use the add / edit / remove buttons to
set up and maintain these records.
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The information on the screen above relate to each item entered in the tag along grid.
Location
Select a POS Location.
Paytype
Enter a Payment Type
GL Bank
Enter the Bank to redirect to.
GL Account
Enter the GL Account to affect.
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User Setup
The User Setup Module will allow you to create users for the Point of Sale System. These users are different from
the accounting system users and do require that you set security settings for these users in the security module of
the POS System.
General Tab
The company options module allows you to set up the global options for the point of sale system. There are seven
tabs in this module; each is dedicated to a different aspect of the setup. The first tab is the General tab. Listed
below are the fields on this tab
Inactive
Choose this option to make the user inactive and unusable in the point of sale system.
Language
Choose a Language to use
Default
Workstation
Enter a workstation here to force this user to use a specific workstation
Station Locked
Locks the POS Workstation to a specific computer
User Password
Enter Password
Enter a Password for this user
Confirm Password
Confirm the Password
Supervisor Option
Is Supervisor
Choose this to make this user a supervisor.
Enter Password
Enter a Supervisor Password if this user is a supervisor
Confirm Password
Confirm the supervisor Password
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Currency Maintenance
General Tab
Use currency to edit any currencies. The currency table contains currency information imported from the account-
ing system. Maintenance of currency information should occur from within the accounting system.
Symbol
Enter the currency symbol.
Exchange Rate
Enter the exchange rate.
GL Account
Select the GL account.
Number Decimals
Enter the number of decimals.
Exchange Rate Cash
Enter the exchange rate for cash transactions.
Exchange TC
Enter the exchange rate.
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Orion Digital Integration Inc. Security Groups
Security Groups
Use security setup to grant or deny access to existing POS Users. There are two areas that are affected by security,
the POS module and the Back Office Module. In the POS module, security is assigned by the POS function, in the
Back Office Module; Security is assigned by the menu item
Add security for individual users of the POS and Management Console modules.
By default new users (except ADMIN) will have their security access denied for all items until this is set.
Group
Select the group to apply security to.
Application
Select either the POS module or the Management Console.
Category
you can choose from POS (for the pos module) or any of the Management Con-
sole menus to apply security to (Daily, periodic, reports or administration).
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Allow Update AR Customers Automatically Updates the AR Customer if Selected (as op-
posed to Updating the customer during Post to Accounting).
Open Any Table (Table Service) Allows the Operator to Open any Table including tables that
were not initially opened by that Operator
Allow Aborting of Current Stops the Operator from aborting a transaction if not selected.
Transaction
Allow Selling of Items Under Allows the Operator to Sell Items Below Cost.
Cost
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Post to Accounting Allows the Operator to Push Data to the Accounting System
Till Viewer Allows the Operator to View Till Activity
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Orion Digital Integration Inc. Security
Security Setup
Use security setup to grant or deny access to existing POS Users. There are two areas that are affected by security,
the POS module and the Back Office Module. In the POS module, security is assigned by the POS function, in the
Back Office Module; Security is assigned by the menu item
Add security for individual users of the POS and Management Console modules.
By default new users (except ADMIN) will have their security access denied for all items until this is set.
User
Select the user to apply security to.
Security Group
Enter a security group name here if you are using them. The system will allow
you to set security without using groups.
Application
Select either the POS module or the Management Console.
Category
you can choose from POS (for the pos module) or any of the Management Con-
sole menus to apply security to (Daily, periodic, reports or administration).
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Open Any Table (Table Service) Allows the Operator to Open any Table including tables that were not
initially opened by that Operator
Allow Aborting of Current Transaction Stops the Operator from aborting a transaction if not selected.
Allow Selling of Items Under Cost Allows the Operator to Sell Items Below Cost.
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Post to Accounting Allows the Operator to Push Data to the Accounting System
Till Viewer Allows the Operator to View Till Activity
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Orion Digital Integration Inc. Hotkeys
Hotkey Setup
The Orion Point of Sale System has the ability to permit users to assign Hotkeys to most of the more important
POS functions in the system. This reduces dramatically the amount of time it takes to invoke the function during
sales processing in the point of sale.
Setup hotkeys for the most common POS processes. Select a process, press the set button and then press the
keys you want to assign as the hotkeys. Press save, and your done.
Process
Select the POS process to setup.
Hotkey
Displays the hotkey setup for the process.
Set
Click set and enter a key or key combination (ex: alt-m).
Clear
Removes the hotkey from the process.
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Orion Digital Integration Inc. Appearance
Appearance Manager
Use appearance manager to change most colors on the software.
Global Tab
The Global tab will edit the POS, management console and all the modules such as PriceList Setup.
Windows Colors
Primary
The outer almost white color seen above that acts as a background for each
form.
Secondary
The inner dark blue color seen above.
Tertiary
Used mainly in the POS for various objects like enter button.
Quadrary
Used mainly in the POS for various objects like the scroll bar color.
Button Colors
Foreground
Changes buttons text and border colors, currently black as seen above.
Background
Changes buttons background color, currently whitish-yellow as seen above.
Gradient 1
The (default) lighter shade on all gradients.
Gradient 2
The (default) lighter shade on all gradients.
Hover Over
Color for file menu hover over.
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POS Tab
The following is a list of the buttons on the POS that you may change the back-
ground color of:
Enter
Escape
Tender
Logout
Lookup
Invoice Types
Custom
Login Status
Hover Over
Images Section
Top Banner
Change the banner picture appearing just below the file menu.
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Backgrounds
Icon Menu
Change the background color of the programs area used to launch programs on
the left hand side of the management console.
Navigation Menu
Highlight 1
The (default) dark color for the gradient of the menu hovered over.
Selected 1
The (default) dark color for the gradient of the active menu.
Highlight 2
The (default) light color for the gradient of the menu hovered over.
Selected 2
The (default) light color for the gradient of the active menu.
Images
Top Banner
The banner picture appearing at the top just below the file menu.
Logoff
The logoff buttons picture.
Big Banner
The large picture appearing on the general tab, which is shown until you gener-
ate a graph.
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Orion Digital Integration Inc. Accounting Integration
Accounting Integration
The Accounting Integration form is used to set various behaviours (such as running in real time connection vs a
batch connection) as well as setting a multitude of system wide accounting defaults.
Integration Tab
Use this to set most parameters directly related to the accounting system.
Company
Displays the company name.
Batch Connection
Check to post transactions as a batch using the post to accounting function
In the Orion POS Management Console at your convenience.
Home Currency
Displays the home currency.
Default Rate Type
Displays the default rate type.
Fiscal Year
Displays the fiscal year.
Fiscal Period
Displays the fiscal period.
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Posting Tab
The Posting Tab is used to set fields related to posting to the accounting system.
Return Clearing
Account
Enter a return Clearing Account if you are posting through Order Entry
.
Create Sales Analysis
Export File
Enter paths and file names for the csv files to be exported.
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AR Tab
The AR Tab is used to set fields directly or indirectly related to the accounting systems AR module. In general, these
fields are defaults for new customer creation and settings for integration to the accounting system
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Bank Tab
The Bank Tab contains the default banks to be used for both the general ledger as well as the accounts receivable
modules
Default GL Bank
Select the GL bank.
Default AR Bank
Select the AR bank.
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IC Tab
The IC Tab is used to set fields directly or indirectly related to the accounting systems IC module.
Default IC Location
Select the default IC location.
Allow Negative
Inventory Levels
This Option will override the allow negative inventory setting in the accounting
systems Inventory module. In some situations you may want the POS to allow
negative stock levels and not allow the OE to do so.
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Rates Tab
The Rates Tab contains fields largely pertaining to exchange rates (multi-currency) as well as definable fields for
new customers tax status.
Exchange Rate
Displays the selected exchange rate.
Doc Unique
Displays whether document is unique.
Rate Date
Displays the rate date.
Rate Operator
Displays multiply or divide.
Rate Override
Displays the rate override
New Customer
Tax Defaults
These fields are no longer used.
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Orion Digital Integration Inc. Table of Contents
Table of Contents
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Management Console 3
Daily Menu 5
Periodic Menu 7
Reports Menu 9
Administration Menu 11
Sales Analysis in the Management Console 13
General Tab 14
Daily Tab 15
Employee Tab 16
Sales Tab 17
Customer Tab 18
Import Export 21
Refresh Data 25
Customer Maintenance 28
General Tab 28
Ship To Address Sub form General Tab 29
Ship To Address Sub form Details Tab 30
Contact Tab 31
Processing Tab 32
Sales Tab 33
Points Tab 34
User Defined Fields Tab 35
Sales History Tab 36
Item Setup 37
Items Tab 38
Units Tab 40
Taxes Tab 41
Optional Fields Tab 42
Item Pricing 43
Discounts Tab 44
Points Tab 45
Promotion Setup 46
Restrictions Tab 47
Coupon Details Tab 48
Post to Accounting 49
Accounting Entries Generated 50
Suggested Reconciliation Process 52
Cash Reconciliation 53
Suggested Reconciliation Process 55
Till Viewer 56
Buy X Get Y 57
Remote Polling in Orion Point of Sale 58
Remote Polling in Orion Point of Sale 59
Setting up Remote Polling in Orion Point of Sale 60
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