Difference between revisions of "Cash - Create a Till"

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(Created page with "Setting Cash Printers Optisoft cash provides two types of printer output, the receipt printer and the report printer. Both of which will need to be set up before you use them....")
 
 
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Setting Cash Printers
The Till in Optisoft specifies how receipts should be printed and what details should appear on them.
 
Optisoft cash provides two types of printer output, the receipt printer and the report printer. Both of which will need to be set up before you use them.
 
 
 
Report Printer
The report printer is your standard desktop printer so you will need to configure Optisoft to send the reports to the correct printer on your system.
 
Click on the  in the top left corner of the screen.
Go to Maintain > Cash > Settings to open the Settings dialogue
Drop the Report Printer dropdown box down and select the printer that you wish the cash reports to go to.
 
 


   
   


*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left corner of the screen.
*Go to Maintain > Cash > Till to open the Till Maintenance screen.


Receipt Printer
<center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/createtill.png</center>
 
There are two types of receipt printer that Optisoft will print to, serial and parallel, this refers to the physical connection to the back of the computer.
 
If you are unsure of which type of printer you have you can contact the support desk for assistance, see Contact Us
 
 
Serial Receipt Printer
Drop the Till Type dropdown box down and select ReceiptPrinter
 
 
 
 
You will see that the Receipt Printer dropdown box is greyed out, this is correct for this type of printer.
 
 
 


In the Receipt Printer Port box you will need to enter the number of the COM port that the receipt printer is connected to. This will typically be the number 1.  
*Optisoft will create a blank till when installed which should load it automatically for editing. If multiple tills exist a dialogue will appear to select from.
Click to save the changes.
*The contents of the Header box will be printed at the top of your receipts, this is typically the practice name and address.
USB/Parallel Receipt Printer
*The contents of the Footer box will be printed at the bottom of you receipts, this is typically used for a ‘Thank You’ message and the VAT registration number.
Drop the Till Type dropdown box down and select Printer
*The contents of the POD box will be displayed on a till display screen if installed.
*The Print Receipt checkbox determines whether the system will print a receipt out or not.
*The Display Category Instead of Item Description checkbox determines whether the printed receipt displays the item names or the VAT category that they belong to.
*The Use Category Groups checkbox determines whether the categories are displayed individually or whether they are grouped together in a pre-defined manner. This grouping would need to be set up by an Optisoft representative on your behalf.
*The Print VAT Details on Receipt checkbox determine whether any VAT details are displayed on the receipt. There are three levels of detail Summary, Details and Full Breakdown. The Full Breakdown method is only available to Cash Plus users.  
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/saveicon.png to save your changes.  
*Next, click on the Optisoft Orb and go to Maintain > Cash > Settings.
*Make sure that the correct till is selected in the Till box. Click Change to change the till if required.


*Click http://www.optisoft.co.uk/wiki/images/optisoft/shared/saveicon.png  to save the changes.


You will see that the Receipt Printer dropdown box is active.




Drop the Receipt Printer dropdown box down and select the receipt printer from the list. If the receipt printer does not appear on this list you should first confirm that you do indeed have a parallel receipt printer.
[[Cash|Back]]
Click  to save the changes.

Latest revision as of 09:32, 20 February 2017

The Till in Optisoft specifies how receipts should be printed and what details should appear on them.


  • Click on the optisoftorb.jpg in the top left corner of the screen.
  • Go to Maintain > Cash > Till to open the Till Maintenance screen.
createtill.png
  • Optisoft will create a blank till when installed which should load it automatically for editing. If multiple tills exist a dialogue will appear to select from.
  • The contents of the Header box will be printed at the top of your receipts, this is typically the practice name and address.
  • The contents of the Footer box will be printed at the bottom of you receipts, this is typically used for a ‘Thank You’ message and the VAT registration number.
  • The contents of the POD box will be displayed on a till display screen if installed.
  • The Print Receipt checkbox determines whether the system will print a receipt out or not.
  • The Display Category Instead of Item Description checkbox determines whether the printed receipt displays the item names or the VAT category that they belong to.
  • The Use Category Groups checkbox determines whether the categories are displayed individually or whether they are grouped together in a pre-defined manner. This grouping would need to be set up by an Optisoft representative on your behalf.
  • The Print VAT Details on Receipt checkbox determine whether any VAT details are displayed on the receipt. There are three levels of detail Summary, Details and Full Breakdown. The Full Breakdown method is only available to Cash Plus users.
  • Click the saveicon.png to save your changes.
  • Next, click on the Optisoft Orb and go to Maintain > Cash > Settings.
  • Make sure that the correct till is selected in the Till box. Click Change to change the till if required.
  • Click saveicon.png to save the changes.


Back

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