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Quickstart |
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Table of Contents |
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Click on any item to
jump to that section. |
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Quick Start - Overview |
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Install Hardware Peripherals |
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Switch From Demo
to Live Company |
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Create System Settings |
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Set Up Products |
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Quick Start - Overview |
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This section outlines the
minimum required setup steps to begin selling right away. All
remaining setup files such as Customers, Vendors, etc. are
optional and are covered in the Setup section.
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This section assumes you
have downloaded and installed the Blue Sky POS software. If you need
to download and install the software consult the
Installation section of this manual
first (specifically 'Obtain the Installer Package' and 'Run the
Installer Package') then come back to this section. |
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Install Hardware Peripherals |
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Install and test your POS
hardware peripherals such as touch screen, receipt printer, cash
drawer, credit card swipes, etc. If you have not purchased hardware,
consult your Reseller or the Blue Sky POS webpage for a list of
compatible devices.
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Switch From Demo
to Live Company Database |
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To switch from the default
Demo company to your live company, you will need to restore a blank database. Go to System Manager->
Utility and select 'Create New Company'. |
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Note: If you are already live
and want to bring back the demo data for training purposes, go to
System Manager->Utility and 1) make a backup of your live data by
selecting 'Database Backup, then 2) select 'Database Restore' and
restore the demo file that was created when you first started setting
up your system. The file name will be BlueSkyPOS_Demo_mm-dd-yyyy
time. After you are finished with the demo data then restore your
live company file using the same process. |
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Create System Settings |
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Go to System Manager->System->Receipts and enter the
information that you want to appear your reports and receipts. The
below table discusses each field.
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Receipts Setup Table |
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Field |
Required? |
Notes |
| Company
Name |
No |
Appears on report headers |
| Company
Address |
No |
Appears under Company Name on report
headers |
| Invoice
Header Text |
Yes |
Enter your business name, address and
phone number. This info will appear on the top of your receipts.
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| Invoice
Header Image |
No |
Must be image type of .bmp |
| Invoice
Footer Text |
No |
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| Footer
Image |
No |
Must be image type of .bmp |
| Printer
Settings |
Yes |
Select the radio button that matches
your receipt printer connection type. Default is USB |
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Next go to System Manager->System->System
Defaults and enter the necessary data as discussed in the below table.
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System Defaults Table |
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Field |
Required? |
Notes |
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Settings |
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| Currency
Symbol |
No |
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| Drawer
Float |
No |
The amount of money to leave in the
drawer. This is also the amount that is used to determine your
daily cash over/short in the Cash Balancing Wizard. |
| Inventory
Maintain |
No |
Check this box if you do not want to
sell product with a zero on-hand value. |
| Product
Auto Numbering |
No |
Check this box if you want to have the
system assign product codes in Products Setup. If you will be
scanning bar codes do not select this option. |
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Payment Settings |
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| Use
External System |
Yes |
Leave this checkbox checked if you will
not be processing credit and gift cards using Blue Sky POS. If you
will be using Blue Sky POS to process credit and gift cards, then
uncheck this box and fill in the payment server ID and Merchant
number as discussed below. |
| Payment
Server ID. |
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If you will be using Mercury Payments
then enter the following into this field:
x1.mercurypay.com;b2.backuppay.com |
| Merchant
No. |
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Obtain this from your credit card
processor. |
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Debit Settings |
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| ComPort: |
No |
If you have a debit pin pad, set this
to the com port setting where the debit pin pad is plugged into.
Default is 1. |
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Receipt Settings |
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| Copies of
Cash Receipt |
Yes |
Default is 1. |
| Copies of
Non-Cash Receipts |
Yes |
Default is 2. This is for Visa,
Mastercard, Amex, Debit, Discover, Points, On Account and Gift
Card tender types. |
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Set Up Products |
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Before you setup products,
you will need to think through how you want to organize them for
reporting purposes in Blue Sky POS. Let’s assume you sell sporting
apparel and related products (e.g, shoes, socks, etc.) and you have a
Nike Basketball shoe you want to setup. In Blue Sky POS, you might
assign this product to a ‘Department’ of Shoes, a ‘Category’ of
Athletic, and a ‘Brand’ of Nike. If you have a Tommy Hilfiger casual
shirt, you might assign this product to
a ‘Department’ of Shirts, a ‘Category’ of Casuals, and a ‘Brand’ of
Tommy Hilfiger. |
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You can find more examples
of how to organize your products in the demo company. Not all fields
in the product setup are required. The table below outlines required
and optional fields. |
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Field |
Required? |
Notes |
| Department |
Yes |
 Click
on the icon to the right of the field to setup your Departments.
Do the same for all other fields with the icon. |
| Category |
Yes |
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| Description |
Yes |
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| Brand-Style |
Yes |
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| Style-Lot# |
No |
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| Vendor
Name |
No |
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| Product Code |
Yes |
If your product is bar coded, then scan the bar code into this
field. If the product is not bar coded then enter a unique
product code (use the Bar Code module to print a bar code). The
product code can be assigned by the system by selecting Product Auto
Numbering in the Settings setup (discussed above) |
| Size |
No |
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| Color |
No |
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| Purchase Price |
Yes |
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| Markup % |
No |
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| Sales Price |
No |
Computed
field, takes Purchase Price x Markup%. Can also be numerical
input. |
| Op. Stock |
No |
Means
"Opening Stock". You will enter your initial stocking
quantity here. All other product receipts after you open your
store will be performed in the Receiving function. |
| Reorder Level |
No |
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| Product
Notes |
No |
Add any internal reference information
about the product (or product group). |
| Set Price Level |
No |
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| Set Tax |
No |
First setup your tax rates by
selecting 'Tax' on the left panel of the System Manager screen.
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| Set Loyalty |
No |
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| Special Price |
No |
Enter
promo price and promo period. The price will be reflected on the
POS when you sell the product during the period specified. |
| Alternate Products |
No |
Specify
substitute items to offer. On the POS you can display the
substitute items associated with a product by selecting the
"Alternate" button. |
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When your products are
finished, select the POS button to start selling products. Proceed to
the Operations section of this manual to
learn how to ring up sales, returns, exchanges, close the store, etc.. |
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