Back Office Help

 

TERMINAL SALES 

 

PRODUCTS

 

INVENTORY / STOCK

 

SUPPLIERS

 

CLERKS / STAFF

 

MEMBERS

 

ACCOUNTS

 

ADMINISTRATION

 

TOUCH SETTINGS 

 

VOUCHERS / DISCOUNTS  

 

DATA EXPORT 

 

FUEL

 

REPORTS

 

EXPORTS / IMPORTS 

 

 

Installation and Training

 

  • Installation - A guide for installing the complete suite of SwiftPOS applications and any others required to support the operation of SwiftPOS.
  • Peripherals - Information to assist in the configuring and setting up all the Peripherals at the SwiftPOS Touch terminal.
  • Training - A guide on how to perform common functions throughout the suite of SwiftPOS applications.

 

Getting Started

 

SwiftPOS Back Office Main Menu

 

When invoked the SwiftPOS Back Office opens with the Main Menu screen above. This screen forms the basis of SwiftPOS Back Office and is used to navigate around SwiftPOS to retrieve data and perform functions.

 

 

Bookmarks

 

Select to display the currently bookmarked Menu Items. Menu Items can be bookmarked by right clicking on specific items and then selecting the Add to Bookmarks option. To remove/sort bookmarked items, right click on any of the items listed in the Bookmarks popup and select from the following:


 

Toolbar

 

The content has been moved to the SwiftPOS Knowledge Base HERE

 

Main Menu

 

Use the Main Menu to navigate to the different sections of SwiftPOS Back Office. The sections are as follows:

 

 

Click on a section to expand and view that sections menu items. Once expanded, right click on menus items to add to the Bookmarks Bar.

 

Noteworthy:

 

  • Product (11) - The (11) denotes the number of Product Labels awaiting printing. To print go to Product Labels and ensure the appropriate Label is selected at the top of the screen and the Retrieve button is selected.
  • Inventory (1) - The (1) denotes that 1 Location is locked for Stocktaking. To unlock, select SwiftPOS Back Office > Inventory > Stocktake & Period End > Release button.
  • Suppliers (1) - The (1) denotes that 1 Supplier Invoices are pending further action. To action select SwiftPOS Back Office > Suppliers > Invoices/Receipt Goods > Retrieve button > Pending Invoice option.

 

Information Bar

 

The Information Bar contains important details that maybe requested from time to time by SwiftPOS Support staff. The information provided here is as follows:

 

  • SwiftPOS Back Office Version - Displays the current version of the SwiftPOS Back Office software. Clicking the on the version information will display an information prompt as follows:

 

  • Clerk - Displays the Clerk/Staff Member that is currently logged in.
  • Server - Displays the name and version of the SQL server that is currently connected. Clicking the on the SQL server name and version will display an information prompt as follows:

 

 

Note : If your current version of SQL is not supported, then this prompt will be displayed when initially launching SwiftPOS Back Office. Also, the word Unsupported will display as the Server name.

 

  • Database - Displays the name and version of the SQL Database that is currently connected. Clicking the on the SQL Database name and version will display an information prompt as follows:

 

  • Services - The following icons depict the SwiftPOS Services:

 

Right click any one of the Services Indicators to Start/Stop or Execute. Services that are currently running are depicted in green.

  1. Messaging Service - Staff Messaging.
  2. Sales Processing Service
  3. Touch Connect Service - SwiftPOS Touch Communication Service.
  4. End of Day Service
  5. NetPOS.NET Service
  6. Gateway Client Service - Note : This service will automatically be stopped/started when a SwiftPOS Location is Activated and will also be added (along with the TWA entry) if it does not exist as a POS Interface associated with the the SwiftPOS Touch Terminal that is configured here.
  7. Service Monitoring Service

 

Note : If any of the above indicators are NOT visible (missing), that could mean either one of the following:

  1. That particular service is not currently installed. To install click here.
  2. SwiftPOS Back Office was NOT started with Run as Administrator selected. For more information ...


  • Date and Time - Displays the current date and time.

 

Keyboard Shortcuts

 

The following keyboard shortcuts are available to enhance ease of use:

 

  • F1 - Press to access the SwiftPOS help information relevant to the SwiftPOS Back Office screen currently being displayed.
  • Ctrl>Ins - Press to add a new row of data to SwiftPOS Back Office screens such as Inventory Adjustments, Inventory Transfers, Inventory Counts, SwiftPOS Back Office POS etc.
  • Ctrl>Del - Press to delete an existing row of data from SwiftPOS Back Office screens such as Inventory Adjustments, Inventory Transfers, Inventory Counts, SwiftPOS Back Office POS etc.
  • Space - Press to select/unselect checkboxes in SwiftPOS Back Office screens such as Categories, etc
  • Esc - Press to exit the Report Preview screen and return to the Report Filter screen.

 

Software Updates

 

 

Related Topics

 

  1. How To - Examples of Combos, Discounts, Mix n Match Promotions, Member Campaigns, Vouchers, etc.
  2. Import/Export Overview
  3. Multi Tenanted Services - Designed for 100+ independent businesses that are hosted on a single database server where each site has their own SwiftPOS database.
  4. NetPOS.Net - The NetPOS.Net Back Office Interface allows Customer/Member data to be accessed by SwiftPOS Touch terminals over a TCP/IP connection. For more information ...
  5. POS Configurations
  6. POS Operations
  7. Site Specific Features - Ideas for specific sites that may help.
  8. Touch
  9. Web Apps

 

Published 28 Mar 2024