Pos Only New (v7.6.7)

SYNERGY SOFTWARE SOLUTIONS SDN BHD
TABLE OF CONTENTS
PAGES
TABLE OF CONTENTS 1–2
ADD NEW SALESPERSON 3
POS SHORTCUT KEY 4
POS TRANSACTION INTERFACE 5–6
START SHIFT / OPENING BALANCE 7
SALES ENTRY - INTRODUCTION 8 – 10
ENTERING SALES TRANSACTION 11 – 12
CHANGE/EDIT DISCOUNT 13 – 14
CHANGE/EDIT PRICE 15
DELETE SALES ITEM 16
CUSTOMER PAYMENT – INTRODUCTION 17
CASH PAYMENT 18
CARD PAYMENT 19
VOUCHER PAYMENT (WITH VALIDATION) 20
VOUCHER PAYMENT (WITHOUT VALIDATION) 21
CASH-BACK POINT REDEMPTION 22
CHEQUE PAYMENT 23
CREDIT TERM PAYMENT 24
GOODS REPLACEMENT / REFUND 25 – 26
VOID/CANCEL SALES 27 – 28
RE-PRINT PREVIOUS RECEIPT 29 – 30
CASH IN / CASH OUT 31 – 32
CREDIT SETTLEMENT 33 – 34
END SHIFT / CLOSING BALANCE 35 – 36
EMAIL REPORTS 37
EXPORT REPORTS 38 – 39
ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 1

REPORTS
SALES BY OUTLET 40
DAILY SALES 40
SALES SUMMARY 41
DAILY COLLECTION 42
COLLECTION BY PAYMENT 42
SALES COST ANALYSIS 43
QUERY
DAILY SALES 44
STOCK BALANCE QUERY (ALL LOCATIONS) 44
DATA SYNCHRONIZATION (POS)

DOWNLOAD FROM HQ 45
UPLOAD DAILY SALES TO HQ 46
ADVANCE POS FEATURES

POINT OF SALE SETTING 47 – 59
MEMBERSHIP 59 – 66
BACKUP DATABASE
MANUAL BACK UP 67 – 68
SCHEDULE BACKUP & REINDEX 69 – 70
CLOUD BACKUP (GDRIVE) 71 – 83

ADD NEW SALESPERSON(SETUP BY HQ)
POS MODULE > POINT OF SALE SETUP >SALES PERSON

2
3
4
STEPS (SETUP SALES PERSON BY HQ)

1. CLICK
2. KEY IN [CODE]FOR SALESPERSON NAME. EXAMPLE JOHN
3. KEY IN [DESCRIPTION]FOR SALESPERSON NAME. EXAMPLE JOHN
4. ENTER [PASSWORD] FOR SALE PERSON IF NEEDED
5. TICK ON THE CHECKBOX FOR LOCATION.
6. CLICK
7. CLICK

SHORTCUT KEY (SETUP BY OUTLET)
POS MODULE > POINT OF SALE SETUP >POINT OF SALE SETTINGS
2
1
STEPS (SETUP/DEFINEPOS SHORTCUT KEY BY OUTLET)

1. CLICK [SHORTCUT KEY]TAB
2. SELECT THE TAB FOR THE SCREEN. SHORTCUT KEYS FOR EACH SCREEN CAN BE SET HERE.
3. CLICK TO SELECT SHORTCUT KEY FOR EACH FUNCTION.
4. CLICK
5. CLICK

POS TRANSACTION INTERFACE
POS MODULE > TRANSACTION >POS TRANSACTIONS
2
1
3
4
5 6
7
8
THIS IS THE MAIN SCREEN FOR POS TRANSACTIONS.
IN THIS SCREEN, YOU CAN MONITOR ALL ACTIVITIES PERFORMED FOR THE SELECTED DAY.
1. SHIFT DATE
THIS IS THE CURRENT SHIFT DATE. ALL SALES TRANSACTIONS WILL BE RECORDED UNDER THIS
DATE. CLICKING ON THE DATE ALLOWS YOU TO SELECT THE DATE.
2. THE [ < ] AND[> ] BUTTON ALLOWS YOU TO GO TO NEXT AND PREVIOUS DAYS.
3. SHIFT NO.
THIS SHOWS YOU THE CURRENT SHIFT NUMBER (FOR MULTI-SHIFT SET UP ONLY).
4. OPEN CASH / START SHIFT

THIS IS THE OPENING FOR EVERYDAY SALES TRANSACTION. OPEN CASH IS THE FIRST THING TO
DO, IN ORDER TO ACTIVATE OTHER FUNCTIONS SUCH AS CASH-IN/CASH-OUT/SALES ENTRY.
5. CASH IN
CASH IN FUNCTION IS FOR TRACKING CASH ADDED TO THE CASH DRAWER.

6. CASH OUT
CASH OUT FUNCTION IS FOR TRACKING CASH TAKEN FROM CASH DRAWER.
7. SALES ENTRY
THIS SECTION SHOWS ALL THE SALES AND RECEIPT ACTIVITIES.
8. CLOSE CASH / END SHIFT

THIS FUNCTION IS FOR CLOSING THE DAILY SALES, AND RECORD THE CLOSING CASH AMOUNT
FOR THE DAY.

OPEN CASH / START SHIFT
1. TO START THE SHIFT FOR THE DAY, CLICK ON THE BUTTON.

NOTE THAT THE [OPEN CASH]LABEL IS RED IN COLOUR IF THE SHIFT HAS NOT BEEN STARTED
YET.
2b
2a
2A. ENTER THE SHIFT STARTING CASH BALANCE.

2B. ALTERNATIVELY, YOU CAN USE THE CASH DENOMINATION TOOLS TO HELP CALCULATING
CASH AMOUNT BY ENTERING THE QUANTITY OF EACH CASH DENOMINATION.
3. CLICK [SAVE] BUTTON.

SALES ENTRY
1. CLICK ON THE BUTTON TO OPEN THE SALES TRANSACTION SCREEN.

NOTE : THIS FUNCTION IS DISABLED UNTIL [OPEN CASH]STEP IS PERFORMED.

SALES ENTRY SCREEN - INTRODUCTION
3 5
2 4
1. COMMAND BUTTONS
ADD NEW – CLICK THIS BUTTON TO START A NEW SALE TRANSACTION.

RECEIPT – CLICK THIS BUTTON TO ENTER CUSTOMER’S PAYMENT DETAILS.
VOID – FUNCTION TO CANCEL/VOID A SALE TRANSACTION.
SEARCH – TO SEARCH/FIND A PREVIOUSLY ENTERED SALES TRANSACTION.
RE-PRINT – FUNCTION TO PRINT A PREVIOUS SALES TRANSACTION.
QUANTITY – TO EDIT/CHANGE THE ENTERED QUANTITY OF THE SALES ITEM.
DISCOUNT – TO EDIT/CHANGE THE DISCOUNT AMOUNT/PERCENTAGE OF THE SALES ITEM.
PRICE – TO EDIT/CHANGE THE UNIT PRICE OF THE SALES ITEM.
UOM – TO EDIT/CHANGE THE UNIT OF MEASUREMENT

DELETE – TO DELETE/REMOVE ENTERED SALES ITEM.

STOCK INFO - TO VIEW THE AVAILABILITY OF STOCKS.

BRANCH STOCK – TO VIEW THE STOCK AVAILABILITY OF OTHER BRANCHES.
SERIAL – TO ENTER SERIAL NUMBER AND BATCH NUMBER OF SALES ITEM.
ACTION – ACCESS TO OTHER FUNCTIONS SUCH AS OPEN CASH DRAWER AND CREDIT
SETTLEMENT.
2. ITEM CODE / BARCODE INPUT.

SCAN / ENTER ITEM CODE, BARCODE OR ITEM DESCRIPTION HERE.
3. SALESPERSON
THIS IS FOR RECORDING THE SALESPERSON HANDLING THE SALE TRANSACTION.
4. MEMBER ID
ENTER THE MEMBERSHIP ID FOR POINT REWARD, OR MEMBERSHIP PRICING.
5. MEMBER NAME DISPLAY / NON-MEMBER NAME INPUT
THIS WILL SHOW THE MEMBER’S NAME AND REWARD POINT BALANCE. FOR NON-MEMBERS,
YOU CAN CLICK
IT TO ENTER CUSTOMER’S NAME, TEL, ADDRESS ETC.
6. SALES ITEM LISTING
THIS SECTION IS THE ENTERED SALES ITEM.

ENTERING SALES TRANSACTION
1 4 3
2
1. CLICK [ADD NEW] BUTTON TO START A NEW SALE.

2. ENTER MEMBER’S ID BEFORE ENTERING SALES ITEM.
3. SELECT THE SALESPERSON.
4. MAKE SURE THE ITEM INPUT IS ACTIVE (GREEN COLOR), IF NOT, CLICK ON THE ITEM INPUT.
YOU CAN ENTER SALES ITEM BY FOLLOWING METHODS :
 ENTER MANUALLY THE ITEM CODE, BARCODE OR THE DESCRIPTION IN THE INPUT BOX.
 USE BARCODE SCANNER TO SCAN THE PRODUCT BARCODE. (MAKE SURE THE ITEM
INPUT IS ACTIVE/GREEN.
 USE THE SEARCH FUNCTION TO SEARCH FOR CODE, DESCRIPTION, GROUPS ETC.
NOTE : BEFORE YOU SCAN/INPUT ITEM, YOU CAN PRE-SELECT THE QUANTITY OF THE PRODUCT
BY PRESSING UP AND DOWN KEYS ON THE KEYBOARD.

1. ONCE YOU HAVE ENTERED THE SALES ITEM, THE PRICE AND QUANTITY WILL BE DISPLAYED.
2. PRODUCT IMAGE IS SHOWN AT THE UPPER-LEFT CORNER. CLICKING ON IT WILL SHOW THE
FULL-SIZE IMAGE.
3. AFTER THE SALES ITEM HAS BEEN ENTERED, YOU CAN CHANGE THE QUANTITY, PRICE,
DISCOUNT, UOM ETC.

EDIT/CHANGE QUANTITY
1
2
TO CHANGE THE QUANTITY YOU CANUSE ONE OF THE FOLLOWING METHODS:

 DOUBLE-CLICK ON THE QUANTITY ON THE GRID (1)
 CLICK THE [QUANTITY]BUTTON(2)
THE CHANGE QUANTITY SCREEN WILL APPEAR.
ENTER THE QUANTITY IN THE QUANTITY INPUT, AND CLICK [OK] BUTTON.

EDIT/CHANGE DISCOUNT
1A
1B
TO ENTER DISCOUNT, YOU CAN USE ONE OF THE FOLLOWING METHODS :

 DOUBLE-CLICK ON THE DISCOUNT ON THE GRID.(1A)
 CLICK THE [DISCOUNT]BUTTON.(1B)
THE DISCOUNTSCREEN WILL APPEAR.
2
3
2. ENTER THE DISCOUNT BY PERCENTAGE OR AMOUNT, THEN CLICK [OK].

EDIT / CHANGE PRICE
1A
1B
TO EDIT/CHANGE PRICE, YOU CAN USE ONE OF THE FOLLOWING METHODS :

 DOUBLE-CLICK ON THE UNIT PRICE ON THE GRID.(1A)
 CLICK THE [PRICE]BUTTON. (1B)
THE EDIT PRICE SCREEN WILL APPEAR.
2
3
2. CHANGE THE UNIT PRICE, THEN CLICK [OK]BUTTON.

DELETE ITEM
1. CLICK ON THE SALES ITEM WHICH YOU WANT TO DELETE.

2. CLICK ON THE [DELETE] BUTTON.
NOTE: YOU CAN ONLY DELETE A SALES ITEM IF THE RECEIPT HAS NOT BEEN PRINTED YET. IN CASE THE
RECEIPT ALREADY PRINTED, YOU WILL HAVE TO VOID/CANCEL THE WHOLE RECEIPT.

CUSTOMER PAYMENT - INTRODUCTION
1. TYPES OF CUSTOMER PAYMENT

CASH – PAID BY CASH
CARD – PAID BY CARD (VISA/MASTER/ATM ETC)
VOUCHER – PAID USING CASH VOUCHERS
POINT – PAID USING CASH-BACK POINT REDEMPTION
CHEQUE – PAID BY CHEQUE
CREDIT – ON CREDIT TERMS.
MIXED PAYMENT TYPESALLOWED

YOU CAN MIX MULTIPLE TYPES OF PAYMENTS, PARTIAL AMOUNT IN FEW PAYMENT TYPES.
EXAMPLE : CASH + CARD, OR CARD + VOUCHER OR CASH + CHEQUE ETC.

CASH PAYMENT
1 2 3
TO ENTER THE CASH AMOUNT, YOU CAN USE THE FOLLOWING METHODS:
1. CLICK ON [CASH] BUTTON. (USE THIS WHEN CUSTOMER PAY THE EXACT BILL AMOUNT)
2. ENTER THE TENDERED CASH AMOUNT.
3. CLICK ON THE MONEY NOTES OF [RM10] / [RM50] / [RM100]
THE BALANCE/CHANGE WILL BE CALCULATED ACCORDINGLY.
4. CLICK [PRINT] BUTTON TO SAVE & PRINT.

CARD PAYMENT
1
2
3
4a
4b
1. CARD AMOUNT IS AUTOMATIC CALCULATED; YOU MAY CHANGE IT IF YOU WANT.

2. ENTER THE LAST 4 DIGIT OF THE CARD (OPTIONAL)
3. ENTER THE APPROVAL CODE (OPTIONAL)
4. ENTER THE CARD TYPE (4A) OR CLICK THE CARD TYPE ICON (4B)
5. CLICK [OK] BUTTON.

VOUCHER PAYMENT (WITHOUT VALIDATION)
1 2 3
1. ENTER VOUCHER NO.

2. ENTER VOUCHER TYPE
3. ENTER VOUCHER AMOUNT.

REPEAT STEP 1 - STEP 3 FOR EVERY VOUCHER USED.

VOUCHER PAYMENT (WITH VALIDATION)
1. SCAN/ENTER THE VOUCHER NUMBER. REPEAT THIS STEP FOR EVERY VOUCHER.

CASH-BACK POINT REDEMPTION
1
A
B
2 3
1. ENTER THE POINTS TO REDEEM.

(A) SHOWS THE NUMBER OF POINTS AVAILABLE FOR REDEMPTION.
(B) SHOWS THE CASH-BACK AMOUNT FROM THE POINT REDEMPTION.
2. CLICK TO VERIFY IF CUSTOMER HAD ALREADY MADE REDEMPTION ON THAT DAY (FOR
MULTI-BRANCH OUTLET ONLY)

CHEQUE PAYMENT
1
2
3
1. ENTER THE CHEQUE AMOUNT.

2. ENTER THE CHEQUE NUMBER.
3. ENTER CHEQUE DATE ( OPTIONAL )
4. CLICK [OK] BUTTON

SALES ON CREDIT TERMS
1
2
31
1. ENTER THE CREDIT AMOUNT.

2. ENTER CUSTOMER’S NAME.
3. ENTER CUSTOMER’S TELEPHONE NUMBER.

4. CLICK [OK] BUTTON

GOODS REPLACEMENT
EXAMPLE.CUSTOMER WANT EXCHANGE SIZE WITH RECEIPT BELOW.

CASH SALES REF NO. : PS1-0011
WRONG ITEM
ITEM CODE : 203040136-07
CREATE NEW CASH SALES

NEW CASH SALES REF NO. :PS1-0031
NEW REPLACEMENT ITEM CODE : 203040136-085
1 3 2
4
1. CLICK [ADD NEW] BUTTON.
2. SELECT SALESPERSON
3. SCAN/ENTER THE ITEM RETURNED BY CUSTOMER.
4. CLICK [QUANTITY] BUTTON.

5. CHANGE THE QUANTITY TO NEGATIVE 1.
6
7
6. SCAN/ENTER THE REPLACEMENT ITEM.

7. CLICK [RECEIPT] BUTTON FOR PAYMENT OF THE BALANCE.

VOID/CANCEL SALES TRANSACTION
1. CLICK [SEARCH] BUTTON.
2. DOUBLE-CLICK ON THE SALES TRANSACTION YOU WANT TO VOID/CANCEL.
3. THE SELECTED TRANSACTION WILL BE SHOWN ON THE SCREEN, CHECK IF THE INFORMATION IS
CORRECT, THEN CLICK [VOID] BUTTON.

4. ENTER A REASON FOR CANCELLING THE TRANSACTION.
5. CLICK [OK]

REPRINT RECEIPT
STEPS
1. CLICK [RE-PRINT].
2. SELECT FULL TAX INVOICE OR SIMPLIFIED TAX INVOICE.
3. SELECT WHICH TYPE OF RECEIPT TO PRINT
4. RECEIPT PRINTER CHARACTER BASED (RECEIPT FORMAT ON RECEIPT PRINTER)
5. RECEIPT PRINTER (RECEIPT FORMAT ON SELECTED PRINTER)
6. STANDARD PRINTER (A4 FORMAT ON SELECTED PRINTER)
7. CLICK [PRINT].

CASH IN / CASH OUT
1A 1B
CASH IN / CASH OUT FUNCTION IS TO RECORD THE CASH AMOUNT BEING ADDED (CASH-IN), AND
TAKEN OUT (CASH-OUT) FROM THE CASH DRAWER.
1. CLICK ON THE [CASH IN](1A) / [CASH OUT](1B) BUTTON.

2B
2A
3 4
2. ENTER THE CASH IN / CASH OUT AMOUNT.
YOU MAY DIRECTLY ENTER THE AMOUNT (2A), OR YOU CAN USE THE CASH DENOMINATION TOOL TO
HELP YOU CALCULATE THE CASH AMOUNT (2B)
4. CLICK [CLOSE] BUTTON

CREDIT SETTLEMENT
3
4
1. CLICK [ACTION]
2. CLICK [CREDIT SETTLEMENT] BUTTON.
3. SEARCH FOR THE OUTSTANDING BILL AND CLICK THE [PAY]BUTTON.
4. YOU MAY CHANGE THE “PAY NOW”AMOUNT, IN CASE THE CUSTOMER PAID PARTIALLY.

5. DO CUSTOMER PAYMENT AS USUAL BY CASH / CARD / VOUCHER / CHEQUE.

END SHIFT / CLOSING BALANCE
1
1. CLICK THE END SHIFT BUTTON .

2B
2A
3 4
2. ENTER THE CASH CLOSING AMOUNT.
YOU MAY DIRECTLY ENTER THE AMOUNT (2A), OR YOU CAN USE THE CASH DENOMINATION TOOL TO
HELP YOU CALCULATE THE CASH AMOUNT (2B)
4. CLICK [CLOSE] BUTTON

EMAIL REPORTS
2 3
8
4 5 9
1 6
7
STEPS
1. CLICK DAILY SALES
2. CLICK SELECT DATE FROM
3. CLICK SELECT DATE TO
4. CLICK SELECT E-MAIL
5. SELECT [PRINTER]NAME
6. SELECT [EMAIL FORMAT]
7. KEY IN E-MAIL ADDRESS
8. SELECT [PAPER]SIZE
9. CLICK

EXPORT REPORTS
2 3
6
4 5 7
1
9 10
11
12

STEPS
1. CLICK DAILY SALES
2. CLICK SELECT DATE FROM
3. CLICK SELECT DATE TO
4. CLICK SELECT PREVIEW
5. SELECT [PRINTER]NAME
6. SELECT [PAPER] SIZE
7. CLICK
8. CLICK TO EXPORT FILE
9. KEY IN FILE NAME
10. CLICK SAVE AS FILE TYPE. EXAMPLE MICROSOFT EXCEL (97-2003) (*.XLS)
11. CLICK
12. CLICK

REPORTS
POS MODULE > REPORTS >SALES BY OUTLET
POS MODULE > REPORTS >DAILY SALES

POS MODULE > REPORTS >SALES SUMMARY

(RECEIPT PRINTER)

POS MODULE > REPORTS >DAILY COLLECTION (RECEIPT PRINTER)
POS MODULE > REPORTS >COLLECTION BY PAYMENT

POS MODULE > REPORTS >SALES COST ANALYSIS
POS MODULE > REPORTS >SALES COST ANALYSIS SUMMARY BY

LOCATION

QUERY
POS MODULE > QUERY >DAILY SALES
YOU CAN VIEW ALL THE SALES TRANSACTION.

EXAMPLE OF HEADER COLUMN, REF.DATE, TIME, REF.NO,BARCODE, ITEM CODE/DESCRIPTION, QTY,
UNIT PRICE, UOM, DISCOUNT PERCENT/AMOUNT, CASH AMOUNT, CARD AMOUNT, CARD TYPE, CARD
APPROVAL CODE, VOUCHER AMOUNT, TOTAL AMOUNT, VOID REMARK, RECEIPT REMARK, ITEM
REMARK, SALESPERSON, PAYMENT STATUS SUCH AS RECEIVED/PENDING RECEIPT/VOID
POS MODULE > QUERY >STOCK BALANCE QUERY (ALL LOCATIONS)

QUERY
YOU CAN VIEW STOCK BALANCE QUERY FOR ALL LOCATIONS/OUTLETS
EXAMPLE OF HEADER, LOCATION CODE/DESCRIPTION, ITEM CODE, QTY AND UOM

DATA SYNCHRONIZATION (POS)
POS MODULE > TRANSACTION>DATA SYNCHRONIZATION (POS)
A) DOWNLOAD FROM HQ
STEPS
1. CLICK TAB
2. CLICK
3. CLICK

B) UPLOAD DAILY SALES TO HQ
2 3
4 5
STEPS
1. CLICK TAB
2. CLICK SELECT DATE FOR UPLOAD DATA
3. CLICK
4. CLICK
5. CLICK

ADVANCE POS FEATURES

POINT OF SALE SETTING
POS MODULE >POINT OF SALE SETTING
1. POS
2. POINT OF SALE SETTINGS
3. THERE IS LIST OF POINT OF SALE SETTINGS

2
1
1. POS HARDWARE
2. PRINTER
3. SELECT RECEIPT PRINTER
4. SELECT CORRECT RECEIPT PRINTER FROM DROPDOWN LIST
5. SAVE
*RECEIPT PRINTER USE FOR RECEIPT INVOICE 80MM X 297MM*

POS SETTING CHANGING STANDARD PRINTER
2
1
1. P.O.S HARDWARE
2. PRINTER
3. SELECT STANDARD PRINTER
4. SELECT CORRECT STANDARD PRINTER FROM DROPDOWN LIST
5. SAVE
*STANDARD PRINTER USE FOR A4 INVOICE*

POS SETTING CHANGING DEFAULT PRINT FORMAT
2
1
3
4
1. P.O.S HARDWARE
2. PRINTER
3. SELECT DEFAULT PRINT FORMAT
4. SELECT CORRECT FORMAT *CHARACTER BASED / RECEIPT PRINTER / STANDARD
PRINTER*
5. SAVE

POS SETTING CHANGE COUNTER NUMBER
1
2
4 5
1. GENERAL
2. SET COUNTER NUMBER
3. SAVE COUNTER CONFIGURATION
4. CLICK OK
5. CLICK OK, IF OPEN POS TRANSACTIONS HAVE TO CLOSE AND RE-LAUNCH SEE COUNTER
NUMBER CHANGED.

POS SETTING CHANGE REFERENCE NUMBER
3 10
5
6
7
8
1. GENERAL
2. CLICK “A” BUTTON FOR CONFIGURE REFERENCE NUMBER
3. SELECT ONE OF REFERENCE NUMBER
4. SET UP REFERENCE NUMBER THAT SELECTED
5. CHANGE THE PREFIX EXAMPLE : CS-
6. SET MAXIMUM LENGTH EXAMPLE : CS-0000000 (10 CHARACTERS)
7. SET NEXT NUMBER EXAMPLE: CS-0000001 (1 = NEXT NUMBER)
8. PREVIEW RESULT EXAMPLE: CS-00000001
9. SAVE
10. DOUBLE CLICK REFERENCE NUMBER FOR AUTOMATIC REFERENCE
11. SAVE
*CS = CASH SALE / RC = CREDIT SETTLEMENT*

POS SETTING PERMISSION
2
1 3
4
5
6
7
8
1. PERMISSION
2. ALLOW EDIT DISCOUNT - ALLOW / NOT ALLOWED / ALLOWED WITH PERMISSION
3. ALLOW EDIT PRICE - ALLOW / NOT ALLOWED / ALLOWED WITH PERMISSION
4. SELL BELOW MIN PRICE - ALLOW / NOT ALLOWED / ALLOWED WITH PERMISSION
5. INVALID SERIAL NO. ALLOWED - (NO WARNING) / ALLOWED (WITH WARNING) / NOT
ALLOWED / ALLOWED WITH PERMISSION
6. FORCE/MANDATORY SERIAL NUMBER INPUT – UNTICK / TICK
7. VALIDATE VOUCHER NO. – UNTICK / TICK
8. ALLOW INVALID VOUCHER - ALLOW / NOT ALLOWED / ALLOWED WITH PERMISSION
9. SAVE

POS SETTING PRICING
3
1
6
4
1. PRICING
2. SELECT DEFAULT PRICING
3. ENABLE PRICE 1-6 -> SAVE
4. SHORTCUT KEY
5. SELECT SALES
6. ASSIGN SHORTCUT KEY FOR PRICE SELECTOR -> SAVE

POS SETTING RECEIPT REMARK
1 3
1. P.O.S HARDWARE
2. RECEIPT REMARKS
3. ENTER RECEIPT REMARKS, MULTIPLE REMARKS SEPARATED BY [ENTER] -> SAVE
4. WHEN AT P.O.S TRANSACTION CLICK RECEIPT AND THEN CLICK REMARK
5. SELECT RECEIPT REMARK FROM P.O.S TRANSACTION

POS SETTING VOID REMARK

6
5
1. VOID REMARK
2. ENTER VOID REMARKS, MULTIPLE REMARKS SEPARATED BY [ENTER] -> SAVE
3. WHEN AT P.O.S TRANSACTION CLICK VOID AND WILL PROMPT OVERRIDE PERMISSION
AND REQUIRE KEY IN ADMINISTRATOR ID AND PASSWORD
4. AFTER KEY IN ID AND PASSWORD CLICK OK
5. CLICK THREE DOT AT RIGHT SIDE
6. SELECT REASON FOR VOID TRANSACTION
7. CLICK OK

POS SETTING SIGNATURE
3 3
3 3
6
6
4
4
7
4
5
4

8
4
9 9
9 9
1. P.O.S HARDWARE
2. RECEIPT SIGNATURE
3. TYPE ANYTHING AT TOP/LEFT & TOP/RIGHT & BOTTOM/LEFT & BOTTOM/RIGHT > SAVE
4. WHEN AT P.O.S TRANSACTION CLICK RECEIPT AND THEN CLICK CHANGE FORMAT
5. SELECT STANDARD PRINTER
6. KEY THE CASH AMOUNT
7. CLICK PRINT
8. CLICK PREVIEW
9. HERE IS RESULT OF TOP/LEFT & TOP/RIGHT & BOTTOM/LEFT & BOTTOM/RIGHT

MEMBERSHIP
POS MODULE > MEMBER
ADD MEMBER – MANUAL METHOD

5 6
1. POS
2. MEMBER
3. ADD NEW RECORD
4. ENTER MEMBER ID / NAME / SELECT BASIC PRICE GROUP
a. ACTIVE -> TICK = ACTIVE / UNTICK = INACTIVE
5. ENTER MEMBER ADDRESS
6. ENTER MEMBER PHONE / EMAIL
7. ENTER MEMBER DATE JOINED / EXPIRY DATE
8. SAVE

ADD MEMBER – GENERATE MEMBERS METHOD
1
2
1. AT MEMBER (ADDING NEW RECORD) CLICK ACTION

2. GENERATE MEMBER
3. ENTER MEMBER ID START FROM EXAMPLE: 0001
4. ENTER AMOUNT OF TOTAL TO GENERATE EXAMPLE : 10 (0001-0010)
5. SELECT BASIC PRICE GROUP
6. CLICK GENERATE

ADD MEMBER – EXCEL
7
6

10
11
1. MEMBER IMPORT UTILITY

2. CLICK ANY ROW AND PRESS KEYBOARD BUTTON SHIFT + F1
3. CLICK EXPORT TO EXCEL
4. IF GOT THIS MESSAGE PROMPT OUT, CLICK YES
5. KEY IN DATA ACCORDING TO COLUMN AND DELETE THE DATA
6. CLICK FILE AT TOP LEFT AND CLICK SAVE AS
7. CLICK COMPUTER
8. CLICK BROWSE
9. CHOOSE LOCATION THAT YOU WANT TO SAVE
10. TYPE FILE NAME
11. SELECT FORMAT EXCEL 97-2003 WORKBOOK (*.XLS)
12. SAVE

3
1
7 8

1. MEMBER IMPORT UTILITY

2. CLICK SELECT FILE
3. CHOOSE LOCATION
4. SELECT EXCEL FILE FOR IMPORT
5. AFTER SELECT EXCEL, CLICK OPEN
6. AFTER OPEN EXCEL WILL DISPLAY DATA FROM EXCEL AND CLICK IMPORT DATA
7. CLICK YES FOR PROCESS TO IMPORT DATA
8. WILL SHOW HOW MANY RECORD IMPORTED TO MEMBERSHIP AND CLICK OK.

BACKUP DATABASE
MANUAL BACKUP
AT MAIN PC
1. TYPE BACKUP ON SEARCH PANEL

2. BROWSE LOCATION THAT YOU WANT TO BACKUP
1. CHOOSE YOUR LOCATION

2. CLICK OK AFTER SELECTED LOCATION

1. CONFIRM THE BACKUP LOCATION THEN CLICK BACKUP

SHEDULE BACKUP & REINDEX

PURPOSE: TO LET THE SOFTWARE TO BACKUP DATABASE AUTOMATICALLY ON SCHEDULED
INTERVAL AND TIME.
2
1 3
4
5
6
7
Match with database name stated here
1. CLICK “BACKUP DATABASE”.

2. CLICK “SCHEDULE BACKUP” TAB/PAGE.
3. TICK “BACKUP DATABASE”. SET THE BACKUP FREQUENCY.
4. TICK “REINDEX DATABASE”. SET THE REINDEX FREQUENCY.
5. CLICK [BROWSE] BUTTON TO SELECT THE BACKUP FOLDER.
6. OPTIONAL. IF YOU HAVE 2 HARDDISK, YOU CAN SET A SECONDARY BACKUP FOLDER.
7. ENTER THE DATABASE NAME. THE DATABASE NAME MUST MATCH THE ACTUAL NAME OF
YOUR DATABASE. YOU CAN SEE THE ACTUAL DATABASE NAME IN THE FIRST TAB/PAGE.
IMPORTANT : IF YOU WANT TO AUTO-BACKUP MORE THAN 1 DATABASE (EG. MULTI COMPANY), YOU
NEED TO ENTER ALL DATABASE NAMES HERE. FOR EXAMPLE:-
New row for each

Database Name

8. CLICK [SAVE SCHEDULE SETTINGS]. YOU WILL NEED TO RESTART THE SYNERGY SERVICE AGENT FOR
THE SETTINGS TO TAKE EFFECT.
9. OPEN SYNERGY SERVICE AGENT (SHORTCUT PLACED AT DESKTOP). CLICK [STOP] BUTTON.
10. CLICK [START] BUTTON.
10 9

CLOUD BACKUP/GDRIVE
1. TYPE WWW.GOOGLE.COM/DRIVE IN ADDRESS BAR.

2. CLICK ON “GO TO GOOGLE DRIVE”

1. CLICK “DOWNLOAD FOR PC”
1. CLICK ACCEPT

1. WAIT FOR DOWNLOAD TO COMPLETE.

2. CLICK ON SHOW IN FOLDER.

1. DOUBLE CLICK ON GOOGLE DRIVE SYNC TO INSTALL.

1. CLICK RUN/YES IF THIS POPS UP.
1. WAIT FOR IT TO DOWNLOAD UPDATES.

1. CLICK CLOSE.

1. CLICK GET STARTED >.

1. LOGIN YOUR GMAIL HERE.

2. CLICK CREATE ACCOUNT AND CREATE A NEW GMAIL ACCOUNT IF YOU DON’T HAVE A
GMAIL ACCOUNT.



1. CLICK NEXT UNTIL YOU REACH THE NEXT SCREEN.

1. FROM HERE YOU CAN DEFINE WHERE YOU WANT TO SAVE YOUR FOLDER IN.
2. CLICK “CHANGE…” TO SELECT YOUR LOCATION.
3. YOU CAN SELECT TO SYNC EVERYTHING IN GDRIVE IN YOUR PC OR CREATE SOME
FOLDERS INSIDE THE GDRIVE AND SELECT WHICH ONE TO SYNC.

1. IN THE SOFTWARE, MAKE SURE TO LINK YOUR BACKUP PATH TO YOUR GDRIVE FOLDER.

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Available Formats

SYNERGY SOFTWARE SOLUTIONS SDN BHD

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 1

DATA SYNCHRONIZATION (POS)

ADVANCE POS FEATURES

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 2

ADD NEW SALESPERSON(SETUP BY HQ)

POS MODULE > POINT OF SALE SETUP >SALES PERSON

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 3

STEPS (SETUP SALES PERSON BY HQ)

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 4

SHORTCUT KEY (SETUP BY OUTLET)

POS MODULE > POINT OF SALE SETUP >POINT OF SALE SETTINGS

STEPS (SETUP/DEFINEPOS SHORTCUT KEY BY OUTLET)

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 5

POS TRANSACTION INTERFACE

POS MODULE > TRANSACTION >POS TRANSACTIONS

4. OPEN CASH / START SHIFT

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 6

8. CLOSE CASH / END SHIFT

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 7

OPEN CASH / START SHIFT

1. TO START THE SHIFT FOR THE DAY, CLICK ON THE BUTTON.

2A. ENTER THE SHIFT STARTING CASH BALANCE.

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 8

1. CLICK ON THE BUTTON TO OPEN THE SALES TRANSACTION SCREEN.

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 9

SALES ENTRY SCREEN - INTRODUCTION

ADD NEW – CLICK THIS BUTTON TO START A NEW SALE TRANSACTION.

UOM – TO EDIT/CHANGE THE UNIT OF MEASUREMENT

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 10

STOCK INFO - TO VIEW THE AVAILABILITY OF STOCKS.

2. ITEM CODE / BARCODE INPUT.

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 11

ENTERING SALES TRANSACTION

1. CLICK [ADD NEW] BUTTON TO START A NEW SALE.

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 12

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 13

TO CHANGE THE QUANTITY YOU CANUSE ONE OF THE FOLLOWING METHODS:

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 14

TO ENTER DISCOUNT, YOU CAN USE ONE OF THE FOLLOWING METHODS :

2. ENTER THE DISCOUNT BY PERCENTAGE OR AMOUNT, THEN CLICK [OK].

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 15

EDIT / CHANGE PRICE

TO EDIT/CHANGE PRICE, YOU CAN USE ONE OF THE FOLLOWING METHODS :

2. CHANGE THE UNIT PRICE, THEN CLICK [OK]BUTTON.

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 16

1. CLICK ON THE SALES ITEM WHICH YOU WANT TO DELETE.

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 17

CUSTOMER PAYMENT - INTRODUCTION

1. TYPES OF CUSTOMER PAYMENT

MIXED PAYMENT TYPESALLOWED

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 18

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 19

1. CARD AMOUNT IS AUTOMATIC CALCULATED; YOU MAY CHANGE IT IF YOU WANT.

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 20

VOUCHER PAYMENT (WITHOUT VALIDATION)

1. ENTER VOUCHER NO.

3. ENTER VOUCHER AMOUNT.

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 21

VOUCHER PAYMENT (WITH VALIDATION)

ALL RIGHTS RESERVED (FOR INTERNAL CONSUMPTION ONLY V.7.6.7) 22

CASH-BACK POINT REDEMPTION

1. ENTER THE POINTS TO REDEEM.

RECEIPT PRINTER USE FOR RECEIPT INVOICE 80MM X 297MM

STANDARD PRINTER USE FOR A4 INVOICE