5.4.1. How to process a payment of the order

Once the order is completed, click on Payment. You can choose the customer payment method.

In this example, the customer owes you VND 5,744,200 and pays VND 5,750,000. When it’s done, click on Validate.

Your ticket is printed and you are now ready to make your second order.

5.3.3. How to create and run loyalty & reward program

→ Configuration: 

In the Point of Sale Module, go to Configuration ‣ Settings. You can tick Manage loyalty program with point and reward for customers.

→ Create loyalty program: 

After you apply, go to Configuration ‣ Loyalty Programs and click on Create

Set a name and an amount of points given by currency, by order or by product. Extra rules can also be added such as extra points on a product.

To do this click on Add an item under Rules

You can configure any rules by setting some configuration values.

  • Name: An internal identification for this loyalty program rule
  • Type: Does this rule affect products, or a category of products?
  • Target Product: The product affected by the rule
  • Target Category: The category affected by the rule
  • Cumulative: The points won from this rule will be won in addition to other rules
  • Points per product: How many points the product will earn per product ordered
  • Points per currency: How many points the product will earn per value sold

Your new rule is now created and rewards can be added by clicking on Add an Item under Rewards.

  • Resale: convert your points into money. Set a product that represents the value of 1 point.

Three types of reward can be given:

  • Discount: give a discount for an amount of points. Set a product with a price of 0 

  • Gift: give a gift for an amount of points

→ Apply loyalty program to a point of sale: 

  • On the Dashboard, click on More ‣ Settings

Next to loyalty program, set the program you want to set

→ Gathering and consuming points

To start gathering points you need to set a customer on the order.

Click on Customer and select the right one.

Loyalty points will appear on screen.

The next time the customer comes to your shop and has enough points to get a reward, the Rewards button is highlighted and gifts can be given.

The reward is added and of course points are subtracted from the total

5.3.2. How to apply Time-limited or seasonal discounts?

To apply time-limited or seasonal discount, please use the pricelists. You have to create it and apply it on the point of sale.

→ For configuration: In Sales Module, go to ConfigurationSettings. Tick Advanced pricing based on formula.

Once the setting has been applied, a Price list section appears under the configuration menu on the sales module

Click on it, and then on Create

Create a Price list for your point of sale. Each pricelist can contain several items with different prices and different dates. It can be done on all products or only on specific ones. Click on Add an item

For example, the price of oranges costs VND 1,634,500 but we want to give a 3% discount to our PoS customers from December 2018 to the end of January 2019.

You can do it by adding the product or its category and applying a percentage discount. Other price computation can be done for the pricelist.

After you save and close, your pricelist is ready to be used.

→ Applying Price list to POS: 

  • From the dashboard, click on More ‣ Settings

  • When you start a new session, you can see that the price have automatically been updated

5.3.1. How to transfer table

Please be noted that this feature only works on POS configured for restaurant.

From Point of Sale ‣ Dashboard, begin your New Session.

Choose a table, table 4 (T4) for example, and place an order.

For some reason, after order registration, customer wants to move table 13 (T13). Press Transfer in the main screen to move this order.

Select the table to which you want to transfer customers. It is table 13 (T13) in this example.

The order has been added next to the current order of table 13 (T13).

5.2.3. How to manage multi-session

The purpose of multi-session is to facilitate the synchronization of multiple concurrent sessions. For instance, an order that is placed on the waiter’s device will appear on the cashier’s device as long as their POS configurations contain the same multi-session, which is established by the restaurant’s owner/manager.

The owner/manager should create relevant POSes in Point of Sales ‣ Configuration ‣ Point of Sales before starting a multi-session in Point of Sales ‣ Configuration ‣ Multi-session Settings

Noted that only unused POS can be added/removed from a multi-session (as KIU has warned in the footer).

After a multi-session is saved, it will appear in the related POSes configurations

5.2.2. How to close a session

  • For Cashier

Click on Close in the top-right corner of the screen.

Confirm your decision.

Close your session on dashboard.

In session detail, you can use functions Put Money In or Take Money Out to control the remaining cash on your cash-drawer.

Here is an example for Take Money Out option.

Set Closing Balance to identify types and the number of banknotes in your cash-drawer. Noted that:

  • Opening Balance: The amount of money in the cash-drawer at the beginning of your session. This can be set by using Set Opening Balance function.
  • Transactions: The total amount of payments collected from customers during your latest session. This field can be modified manually by using Put Money In (add more cash) and Take Money Out (withdraw cash).
  • Theoretical Closing Balance (= Opening Balance + Transactions): The amount of money theoretically stored in your cash-drawer after a period of operation.

Real Closing Balance: The amount of money left in your cash-drawer in reality at the end of your session. This can be set by using Set Closing Balance function.

An example for Set Closing Balance is illustrated in the following picture.

Then Validate Closing & Post Entries to set off various operations in Accounting, Stock,…

  • For Waiter

Choose Close in the upper-right corner of your screen.

Confirm your decision.

When you are back on dashboard, click Close.

Validate closing & Post entries to trigger relevant operations in Accounting, Inventory,…

5.2.1. How to open a session

Link: Point of Sale ‣ Dashboard

  • For Cashier role

Begin your session by clicking on New Session.

Set Opening Balance to specify different types and the number of banknotes in your cash-drawer at the beginning of your session and Open Session.

Here is an example for setting opening balance.

After confirmation, choose Continue Selling to access to the POS interface and start your session in parallel with the waiter’s.

  • For Waiter role

On the dashboard, you can see your point of sales, click on New session and start your first order.

 

 

5.1.6. Hardware setup for POS

→ POSBox Setup Guide

–‣  Prerequisites

Before you start setting up your POSBox make sure you have everything. You will need :

  • The POSBox
  • A 2A Power adapter
  • A computer or tablet with an up-to-date web browser
  • A running SaaS or KiuBMP instance with the Point of Sale installed
  • A local network set up with DHCP (this is the default setting)
  • An RJ45 Ethernet Cable or a Linux compatible USB Wi-Fi adapter
  • An Epson USB TM-T20 Printer or another ESC/POS compatible printer
  • A Honeywell Eclipse USB Barcode Scanner or another compatible scanner
  • An Epson compatible cash drawer

–‣  Step By Step Setup Guide

Current version of the POSBox (since 2015)

Old version of the POSBox (before 2015)

Connect peripheral devices

Officially supported hardware is listed on the POS Hardware page, but other hardware might work as well.

    • Printer: Connect an ESC/POS printer to a USB port and power it on.
    • Cash drawer: The cash drawer should be connected to the printer with an RJ25 cable.
    • Barcode scanner: Connect your barcode scanner. In order for your barcode scanner to be compatible it must behave as a keyboard and must be configured in US QWERTY. It also must end barcodes with an Enter character (keycode 28). This is most likely the default configuration of your barcode scanner.
  • Scale: Connect your scale and power it on.
  • Ethernet: If you do not wish to use Wi-Fi, plug in the Ethernet cable. Make sure this will connect the POSBox to the same network as your POS device.
  • Wi-Fi: If you do not wish to use Ethernet, plug in a Linux compatible USB Wi-Fi adapter. Most commercially available Wi-Fi adapters are Linux compatible. Officially supported are Wi-Fi adapters with a Ralink 5370 chipset. Make sure not to plug in an Ethernet cable, because all Wi-Fi functionality will be bypassed when a wired network connection is available.

Power the POSBox

Plug the power adapter into the POSBox, a bright red status led should light up.

Make sure the POSBox is ready

Once powered, The POSBox needs a while to boot. Once the POSBox is ready, it should print a status receipt with its IP address. Also the status LED, just next to the red power LED, should be permanently lit green.

Setup the Point of Sale

To setup the POSBox in the Point of Sale go to Point of Sale ‣ Configuration ‣ Settings and select your Point of Sale. Scroll down to the Hardware Proxy / POSBox section and activate the options for the hardware you want to use through the POSBox. Specifying the IP of the POSBox is recommended (it is printed on the receipt that gets printed after booting up the POSBox). When the IP is not specified the Point of Sale will attempt to find it on the local network.

If you are running multiple Point of Sales on the same POSBox, make sure that only one of them has Remote Scanning/Barcode Scanner activated.

It might be a good idea to make sure the POSBox IP never changes in your network. Refer to your router documentation on how to achieve this.

Launch the Point of Sale

If you didn’t specify the POSBox’s IP address in the configuration, the POS will need some time to perform a network scan to find the POSBox. This is only done once.

The Point of Sale is now connected to the POSBox and your hardware should be ready to use.

Wi-Fi configuration

The POSBox is Wi-Fi-capable. In order to use it you’ll need a Linux compatible USB Wi-Fi adapter. Most commercially available Wi-Fi adapters are Linux compatible. Officially supported are Wi-Fi adapters with a Ralink 5370 chipset.

Make sure not to plug in an Ethernet cable, as all Wi-Fi related functionality will be disabled when a wired network connection is available.

When the POSBox boots with a Wi-Fi adapter it will start its own Wi-Fi Access Point called “Posbox” you can connect to. The receipt that gets printed when the POSBox starts will reflect this. In order to make the POSBox connect to an already existing Wi-Fi network, go to the homepage of the POSBox (indicated on the receipt) and go to the Wi-Fi configuration page. On there you can choose a network to connect to. Note that we only support open and WPA(2)-PSK networks. When connecting to a WPA-secured network, fill in the password field. The POSBox will attempt to connect to the specified network and will print a new POSBox status receipt after it has connected.

If you plan on permanently setting up the POSBox with Wi-Fi, you can use the “persistent” checkbox on the Wi-Fi configuration page when connecting to a network. This will make the network choice persist across reboots. This means that instead of starting up its own “Posbox” network it will always attempt to connect to the specified network after it boots.

When the POSBox fails to connect to a network it will fall back to starting it’s own “Posbox” Access Point. If connection is lost with a Wi-Fi network after connecting to it, the POSBox will attempt to re-establish connection automatically.

Multi-POS Configuration

The advised way to setup a multi Point of Sale shop is to have one POSBox per Point of Sale. In this case it is mandatory to manually specify the IP address of each POSBox in each Point of Sale. You must also configure your network to make sure the POSBox’s IP addresses don’t change. Please refer to your router documentation.

→ POSBoxless Guide (advanced)

f you are running your Point of Sale on a Debian-based Linux distribution, you do not need the POSBox as you can run its software locally. However the installation process is not foolproof. You’ll need at least to know how to install and run KiuBMP. You may also run into issues specific to your distribution or to your particular setup and hardware configuration.

Drivers for the various types of supported hardware are provided as KiuBMP modules. In fact, the POSBox runs an instance of KiuBMP that the Point of Sale communicates with. The instance of KiuBMP running on the POSBox is very different from a ‘real’ KiuBMP instance however. It does not handle any business data (eg. POS orders), but only serves as a gateway between the Point of Sale and the hardware.

The goal of this section will be to set up a local KiuBMP instance that behaves like the KiuBMP instance running on the POSBox.

→ How to configure products on the order bills for each printer

  1. Make sure you are using a user with access right as POS manager.
  2. Configure Categories for POS products:

POS Module ‣ Configuration ‣ POS product Categories ‣ Create categories as you need to

  1. Configure POS product Categories for each printer

POS Module ‣ Configuration ‣ Order Printer

Add as many POS product Categories as you need to each printer

  1. Classify POS products belong to which POS categories

POS Module ‣ Order ‣ Products ‣ Choose product you need to set ‣ Click Sale tab on Product form ‣ Choose POS categories as you need ‣ Save

(A product can belong to more than one POS category)

Then every time you print bill orders, each printer will print the products that you set up.

5.1.5. Which hardwares are compatible with Kiu POS

→ Devices

There are 3 ways to set up your Point of Sales:

Desktop PC & Laptop

Running your shop in your browser on your PC or Laptop is the cheapest and most flexible option. Usb barcode scanners are natively supported. Receipts can be printed on any thermal or inkjet printer compatible with your web browser.

Extra hardware such as weighing scales or ESC/POS printers can be used with the PosBox.

Industrial Touchscreen

Hard to break and steal, industrial touch-screens are the perfect solution for shops and restaurants with a high volume of staff and customers. KiuBMP POS on industrial touchscreen is compatible with the same peripherals as Laptops & PCs.

Tablet (iOS and Android)

Tablets take a lot less space, their touchscreens are a joy to use. And they are light enough to be freely moved around your shop. Or you can put them in a nice stand and secure them on your front desk.

→ Kiu POS web base can run smoothly on all above devices. Moreover, Kiu POS mobile app is developed to run effectively on any mobile (iOS & Android). Although you can also use Kiu POS mobile app on ipad or tablet, you should use your phone for the best experience.

→ Printer

On PC

KiuBMP POS can print on any web-browser compatible printer. This includes most inkjet, laser and thermal printers, connected by USB or via network. We recommend using the PosBox for easier setup and faster printing.

With the PosBox

The PosBox is compatible with popular thermal printers such as the EPSON TM-T20, the EPSON TM-T70, the EPSON TM-T88 and the Star TSP650II.

Other printers that support the ESC/POS protocol natively (not via software emulation) will often be supported too.

Support for other printers can be added on a case by case basis.

→ The POSBox’s Hardware 

It is based on a Raspberry Pi 2, a popular single-board computer. The Raspberry Pi 2 is powered with a 2A micro-usb power adapter. 2A is needed to give enough power to the barcode scanners. The Software is installed on a 8Gb Class 10 or Higher SD Card. All this hardware is easily available worldwide from independent vendors.

 →   Scanner

+ If you use POS web base: you can use this following app to scan by your own mobile. Your phone will become like a physical USB barcode scanner.

Kinoni Barcode Reader – Wireless Barcode Scanner for PC and Mac by Kinoni

https://appsto.re/vn/7-4JD.i

+ If  you use POS mobile app: you can also scan by Kiu POS app.

5.1.4. How to design a table plan

In Point of Sale ‣ Dashboard, start a New Session to open the POS drawing, which includes the toolbar for the purpose of designing your table plan.

No Tool Description
1. Add new table
2. Duplicate a table
3. Edit text (name of table, …)
4. Capacity of the table (number of seats)
5.

Edit shape of table (square, round)

6. Change table color (e.g. table for 2 people is green, table for 4 people is purple, etc. The rule of table color is up to you)
7. Delete a table
8. Show/Hide toolbar

After creating a new table, use the expanding tool symbolized as 4 quadrants within the shape of a table to adjust its size.

You may need less than 5 minutes to complete your drawing by exploiting these simple tools. When you finish, click on the pencil to Exit edit mode and place an order for each table by clicking on its symbol.