The Quick Start Guide for iLab POS


1. To Login - Username: ADM / Password: ADMIN


2. Go to > File >> Registration Details and type in your details with the registration code we have supplied. These are the detail which will appear on all your important printouts, including Invoices/Cash Sales. If you are using a demo version, then you will need to skip this step.


3. Go to > File >> Preferences and set your currency. If you are in Malta, the currency is already set to EUR when installing iLab POS so you can skip this step.

4. Go to > File >> Hardware Setup and set your external POS hardware such as cash drawer, Receipt Printer, LCD Pole Display. You might need to get an expert to set these up, however if they have already been installed, its normally just a question of selecting them from the drop down list. LCD Displays need to be setup as Generic Text Printers to work. Important: Make sure you setup your default printer to print reports, etc....!


5. Go to > Stock >> Departments and make sure that the TAX Departments are set properly. If you are in Malta, then these are preset (Full 18%, Reduced 5%, Exempt 0%). The Department Code will appear next to the items in the receipt. Again, if you are in Malta these are preset and do not need to be modified.


6. Go to > Stock >> Categories and create Categories by which you want to organise your stock, such as Trousers, Shirts, Tops etc... You can also group your categories by creating category groups before actually creating categories.


7. Go to > Suppliers >> Suppliers Family and create categories for your suppliers, such as Local Suppliers, Foreign Suppliers, EU Suppliers, US Suppliers etc.. By grouping your suppliers you can benefit later on when extracting statistics from your POS.


8. Go to > Suppliers >> Suppliers and add one or two of your suppliers to start with.


9. Go to > Stock >> Articles and add a few articles. Please note that the Barcode is mandatory for the system. If you do not want to enter barcodes for your articles, start using your own numbering system. Here you do not yet specify how many units (Stock Qty.) you have with each of your articles. We will do this in step 11.


10. Go to File >> Invoice Layout and type in any extra text you wish to have on your invoices.


11. Go to Stock >> Transfer in to start entering your stock quantities. You can choose a supplier, or simply choose the default supplier. It is here where you specify how many units you have of each of your articles.


12. Start selling! Go to > Sale >> Cash Sale.


13. If you are a wholesaler, make sure that you tick "Always Show Consumer Price on Invoice". This way the consumer price is displayed when an invoice is printed.





*** Tips / Tricks ***

1. When creating Categories, Category Groups and Departments, use 3 characters for the the code, such as 001 - MEN'S CLOTHES, 002 - WOMEN'S CLOTHES etc.... This will look better on reports, screens, etc...

2. If you are not sure on how to organise your Articles in Categories yet, do not rush. Put all your articles in one category for now, you can always group them later on. Talk to other businesses similair to yours and see how you they group their articles. Think of reports and statistics. If you want to know how many Jeans you sold, then group all jeans under 1 category. If you want to know how many Men's Jeans you sold and how many Women's Jeans you sold, then group your jeans under these 2 categories.

3. If you are not using the POS by yourself, create separate users for every sales person. Like this you can track who sold what, and who made mistakes, etc...

4. For returns/exchanges, issue a new invoice/cash sale with negative quantities. This will keep your stock in place, and will also keep your daily transactions up to date.

5. Your VAT Exemption number should normally be displayed on your receipt. You can put this number in the cash sale title from the invoice layout screen. Display next to the VAT Number.

6. If you have already created a purchase order for your stock transfer, use "Transfer In From Purchase Order" to save alot of typing work!