BACKGROUND ART Data storage and transfer systems using portable devices such as cards with some memory capability, for example, a magnetic strip, and terminals to which the portable devices can be connected are well known. Generally they are used to control access to some area or service. Usually the terminals are connected to a central processing unit or computer which controls access and is the ultimate storage facility for the information on the card.

One such early prior art system comprises a portable card with a magnetic track and a peripheral device or terminal which is connected to a central computer.

Many of the cards referred to as prior art use magnetic track memories which could easily be modified or the contents read. Also the memory storage capacity is quite low and the memory is susceptible of accidental modification such as erasure when in region of a magnetic field. This leaves such systems vulnerable to abuse from fraudulent intervention.

Later devices address the problem of lack of memory capacity and volatility by use of a portable device or card containing an integrated circuit memory. The device still suffers from the problem that the memory could be read and the contents extracted or changed. Inhibiting means have been added to prevent the transfer of data out of or into prohibited areas of the memory of the portable device.

There are also systems for interchanging information which are similar to those described above, but without the error prone direct connections from the peripheral devices connected to the central computer. The peripheral devices contain a write mechanism which can transfer the information from the portable device to the peripheral device. The peripheral devices can then be collected on some regular basis and taken to the central computer where the information can be transferred to the central computer's memory.

Portable cards or devices are also used in systems which authorise access to a service offered by an authorising entity. These systems generally have a portable card

with memory and a microprocessor, and an authorising entity system capable of communicating with the card and also performing computer program operations. The card and the system have the same algorithm to be executed and each has secret data upon which the algorithms operate to produce a result which can be compared to ensure that proper access is granted. This system is rather complicated and involves an operator at the authorising entity end.

More advanced systems are known. For example, some systems encode a fingerprint on a portable card to verify the identity of the user. One such system discloses a credit or similar card which incorporates a computer generated image of the fingerprint of the authorised user. When a transaction is to be verified the user's finger print is scanned by a finger print reader and the result is compared with the information on the card. The user is authorized to have access if the prints match.

Such devices are presently commercially available.

The systems described above suffer from the problem of complexity or they are susceptible to fraudulent and unauthorised access and tampering with the information in the card or the terminal. Most of the systems above provide cards or other devices which may be used at more than one venue in more than one system.

Conventional credit cards are examples of these types of systems.

A credit card may be used in any type of reader at virtually any type of sales outlet. They can be used to purchase goods or services over the Internet. Such cards have drawbacks due to their utility. They can be used extensively within a short period of time and keeping track of the balance can be difficult. In the situation where a younger person has a card with a parent paying the bills, the parent often has little control over the spending of the younger person.

Known smart-cards are generally configured differently depending upon the particular functions they are to perform. Typically, the memory space of prior art smart-cards contain various segments of fixed size, each of which may be dedicated to the storage of a particular kind of data relating to a specific application/programme.

Such utilisation of the limited resources generally available in a smart-card results in limited overall functionality.

It is known to format data on smart-cards such that each application resides in a separate directory, for example in accordance with International standard ISO 7816.

In practice however, these formats may not be suited for devices such as

smart-cards if they are configured to support large numbers of applications and programmes because the amount of resources required to support the resulting elaborate application and directory structure is excessive.

Additionally, the differing formats adopted by different card providers for different applications or programmes seriously limits the inter-operability of present day smart-card systems. In other words, a smart-card supplied by a given card provider or card issuer for a particular programme and configured to fulfil a particular function, will general not be compatible with the hardware and operating systems of different card providers, or hardware and operating systems designed to fulfil a different function, or the potential limitless number of different programmes or functions required by the many different card providers, card issuers or users of the different functions and programmes.

As can be appreciated, cards or other devices having a prepayment stored on or associated with them may be lost or stolen. This is also the case with credit cards.

When such devices are lost or stolen, they may be used by others. A person finding a credit card for example, can use the card over the phone to purchase goods or use the card in millions of shops worldwide. The very convenience of the cards is a problem.

When a card is lost or stolen, the owner, if aware of the loss or theft, can cancel the card so it may not be used. The owner is not always aware of the loss or theft. In these situations, the owner can be liable for a large sum if someone else finds and uses the card.

These devices are not without security. Generally a user's signature is required and modern cards often have a photo of the owner on the card or similar type security measures. These reduce the likelihood that the cards may be misused, but the risk cannot be eliminated.

Prepaid cards have similar problems. They are generally designed to be used at a large number of shops or outlets. If one is lost and subsequently found by another person, it can be used, resulting in a loss to the owner to the value of the prepayment.

Similarly, it is well understood that if you lose an amount of cash, you are not likely to see it returned. More likely is that the finder of the cash will smile upon their good fortune and spend the cash.

It would therefore be advantageous to provide a system similar to the above systems but which overcomes the difficulties of cards which are lost or misplaced.

SUMMARY OF THE INVENTION The present invention is directed to a method of commerce for use with food outlets, which may at least partially overcome the abovementioned disadvantages or provide the consumer with a useful or commercial choice.

In one form, the invention resides in a method of commerce for use with food outlets comprising the steps of issuing a portable data storage device to a user, presenting said portable data storage device at a food outlet, ordering at least one item from the food outlet in a transaction, accessing the data stored on the portable data storage device to verify the particulars of the transaction, and filling the order subject to the verification of the particulars of the transaction.

The invention disclosed herein may be used in any food outlet, including retail outlets but finds particular application when used in conjunction with a school shop, canteen or"tuckshop"situation where children who attend the school purchase food items or stationery.

In a broad form, the method provides a system wherein the portable data storage device may be coded or otherwise limited so that use is only possible within the particular system for which the personal data storage device was issued. There may be numerous systems in any one geographical area but a personal data storage device issued under one system will preferably not be able to be used in another system. Alternatively, the potable data storage devices may be limited to use in a small number of systems within a geographical area.

For example, a school may issue a card with a prepaid funds limit to a child attending the school. The card then may only be used at that school. If the card is lost, and a student from another school finds the card, the value cannot be used in the second student's school. If a student of the original school finds the card, additional security means such as a photo of the child or a password may protect the card.

The method may suitably be based in or associated with a computer system allowing the control and storage of a large amount of information that may be required according to the method.

The portable data storage (PDS) device may preferably also be capable of recording or transmitting data. The PDS device may suitably be a card with a data storage strip, an integrated circuit memory or microchip or other type of computer ship. The PDS device may suitably be a key or other portable device that is adapted to

be inserted or swiped through a data reader device. According to a particularly preferred embodiment, the type of card used according to the method may be chosen from the following group: 1. Barcode Cards-using existing School's identification cards. The system may use the local process (Point of Sale Computer) to emulate the Smart card feature; 2. Smart Cards 4K Contact-less using the MIFARE system. A True Smart Card having 2 personal identification numbers (one allows read only, the other read-write. The pin numbers are controlled by the software, not the user, and almost impossible to break the encryption) these types are known as Memory Cards.

3. Smart Card Contact-less 16k memory-it operates like a miniature computer, using encrypted networking protocol to communicate. It possesses very high security protocols but is relatively expensive.

The storage means on the PDS device may be digital, electrical or magnetic in nature. It may also be a simple bar code.

The data may typically be stored on the PDS device or it may be stored in an associated central processing unit or computer system which is accessed using the data stored on the PDS device. In this way, a large amount of stored information may be available to the user of the system upon access using the card.

The PDS device may be"loaded"or charged by prepayments of cash, cheques, Electronic Funds Transfer (EFT) or credit. The PDS device may also be linked to a bill-producing facility whereby the device may be used as a credit type device as opposed to a debit type device. The prepayments may also be stored in an associated computer or computer system.

In a particularly preferred embodiment, the method may operate as a debit- only method.

The"loading"may be accomplished in a variety of ways including over the telephone or over the Internet but is not limited to these ways.

The PDS devices may be listed in the system as"active"when issued or"lost" when they are lost or stolen. The amount"loaded"onto the device may be associated with an expiry date by which date it must be used or it will be voided. The unused portion of any prepayment together with any other information may be transferred to a

new device issued in replacement. There may be additional security provided on the PDS device including a school logo, student photograph, signature, barcode or the like.

The system may also include a reward system to encourage particular behaviour by the card holder or user. An example of such behaviour is eating or at least purchasing more healthy foods or beverages. The user may accumulate bonus points or discount points which accrue. These points may then be used to gain prizes or rewards or discounts on other purchases.

A spending limit may preferably be capable of being imposed on each PDS device. This amount may be set by the person responsible for the card for example the parent of the child. The limit may be a set limit or a limit of spending over a period of time.

It is known that certain foods or beverages may cause illness to people.

Problem such as allergies, asthma, lactose intolerance and diabetes may be aggravated if children accidentally consume the incorrect or trigger foods. In a preferred embodiment, the system may be capable of being programmed with a list of foods which a user is not able to be sold. This list may be available to the filler of the order or an alert may be given when a foods present on such a list is scanned during the order filling process. Preferably, a list of"banned"foods may be maintained for all users of the system which require such a list.

The system may comprise computer software operable on a computer system to optimize the canteen performance. Functions such as normal accounting and stock control functions may be provided by the software. Some examples of required functions are reporting, stocktaking, transaction control, account balances and inventory control. The software may be capable of producing reports containing any information stored within the system and filtered according to a wide variety of parameters including date of action and student name.

The system utilised may include a data reader, a display device, a data entry device for entering the types of information required and a printer to produce receipts.

The PDS device may be useable only in a particular school. In this way, parents can be assured of where the money which they load onto the device is spent.

The PDS may also carry a photograph of the child or other identifying means, such as a password.

In a particularly preferred embodiment, the method may operate as follows: A parent may tender an amount of $20 to the school to be loaded onto their child's device. The child is then issued a card with information stored upon it to access that child's account. The card may only be used in the system at the child's school and at no other venue. They may preferably not work in other schools systems or other shop systems. The portable card with a magnetic track may be readable by a peripheral device or terminal which is connected to a central computer. Records and computer software on the computer may maintain records relating to the use of the card.

When the child has lunch, he/she goes to the school shop, which stocks a variety of food and beverages. The child orders the foods and tenders the card. The card is swiped through a card reader at the school shop by an attendant. Swiping the card allows the child access to their account. Provided that there are sufficient funds in the account and no other conditions are provided, the child receives his/her order.

The cost of the order is then deducted from the account balance and the system updated. The student may also earn bonus points if the food ordered is healthy. These bonus points may accrue and be updated in the child's account records. Once a predetermined level is reached, the child may receive food items at a reduced cost or no cost or receive a prize.

Alternatively, the transaction process may be described as follows: The operator enters the card data into the system by swiping the card under the laser scanner, plugging it into a smart card reader or keying in the data manually.

The software validates the card by checking the data and displaying an appropriate response. For example, when the card number is entered, the system will identify the type of card and user.

It is the responsibility of the operator to check the details displayed against those which may be displayed on the card.

The system checks the card number against a list of lost or stolen cards. If the card number matches one on the list, the operator must decline the transaction retain the card and advice the school personnel.

Once the card has been validated, the system will ensure that the cardholder has sufficient funds to cover the purchase. If the transaction amount is more than a floor limit and less that the daily expenditure limit, the system will automatically authorise the transaction. Note: The floor limit is usually set to zero, all transactions

will be sent on-line to the server for authorisation. The transaction is sent on-line and the server returns one of following responses: a) Authorised. The funds are available and the canteen will receive payment for the transaction. b) Insufficient funds. The server has refused the transaction. The operator is informed why the transaction was declined, but it is advised not to publicly disclose the information c) Messages. The operator needs more information before deciding whether to authorise the transaction.

If the transaction is authorised, the cardholder's available spending amount is adjusted. Occasionally, the school may instruct the operator to cancel the transaction and retain the card.

Details of all transactions that have been updated live and payment are sorted and settled in the database (payments). The server acknowledges receipt of the transaction, checks the data, identifies that all transactions and satisfies the data integrity checks.

The reconciliation process provides the school with reports to help correlate the data.

As stated previously, the method has been described as applied to a school food outlet but may be applied to any type of food outlet.

A particular embodiment of the invention is described in the instruction manual included as ANNEX 1 and forming part of the specification.

In the present specification, the word"comprising"and its derivatives including"comprises"and"comprise"include each of the stated integers but does not exclude the inclusion of one or more further integers.

In compliance with the statute, the invention has been described in language more or less specific to structural or methodical features. It is to be understood that the invention is not limited to specific features shown or described since the means herein described comprises preferred forms of putting the invention into effect. The invention is, therefore, claimed in any of its forms or modifications within the proper scope of the description and appended ANNEX 1 appropriately interpreted by those skilled in the art.

IntilliSmart IntilliSmart is a powerful and infinitely adaptable Point Of Sale software package.

This document is designed to help you quickly and easily utilise the Back Office Software.

Following through the manual in a sequential manner will enable you to successfully start using your IntilliSmart. We hope that it proves helpful.

Features of the system: Prepayment debit card Low balance warning Alert/prohibit feature s Loyalty reward points # Student ID card Ability to promote products Birthday acknowledgement Card usage audited by software Stock/profit analysis software internent enabled Generates revenue Easy to use Security # Student's photo appears on Preset daily spend limit screen for each transaction Disabling function for lost/stolen Individually assigned student cards number Photo ID (optional but Signature (optional) recommended) Cashless Environment Touch screen ensures faster # Improved cash-flow as money is processing of sales prepaid Bullying is reduced # Increase capture of money dramatically intended (previously spent on Theft and wastage are way to and from school) minimised Turnover is increased in the Profits/turnover are tracked range of 15%-40%! daily Stock Control Improved Track theft, wastage, 0 Records transactions for giveaways etc increased accountability Track profit margin by item Full training and help desk Daily/weekly/monthly reporting provided Technology Barcode, Magnetic Stripe or Electronic Chip may be used # TCP/IP allows integration into school's existing network # Software audits all transactions as well as card usage Tracking of canteen stock and profits Table Of Contents Contact details ............................................................ ............. <BR> <BR> <BR> <BR> <BR> <BR> <P>Chapter'I...................,...................... ...........................................<BR> <BR> <BR> <P>Getting Started General back office information <BR> <BR> <BR> <BR> <BR> <BR> Chapter 2........................................................... ...........................

File menu How to exit the IntilliSmart Back Office Chapter 3........................................................... ...........................

View menu How to view/remove the toolbar How to view/remove the status bar <BR> <BR> <BR> <BR> <BR> <BR> Chapter 4........................................................... ...........................

Administration Menu-How to set up locations How to add a location to the location list How to modify a location listed in the location list How to remove a location listed in the location list How to filter records in the location list Chapter 5........................................................... ...........................

Administration Menu-How to set up payment types How to add a payment type to the payment list How to modify a payment type listed in the payment list How to remove a payment type from the payment type How to filter records in the payment type list <BR> <BR> <BR> <BR> <BR> <BR> Chapter 6........................................................... ...........................

Administration Menu-How to set up tax rates How to add a tax rate to the tax rate table How to modify a tax rate in the tax rate list How to remove a tax rate from the tax rate list How to filter recodes in the tax rate list <BR> <BR> <BR> <BR> <BR> <BR> Chapter 7........................................................... ...........................

Administration Menu-How to set up employee groups How to add an employee group to the employee group list How to modify an employee group listed in the employee group list How to filter records in the employee group list Chapter 8 Administration Menu-How to set up employees How to add an employee to the employee list How to modify an employee in the employee list How to remove an employee from the employee list How to filter records in the employee list Chapter 9........................................................... .............................

Administration Menu-How to set up security and system users <BR> <BR> <BR> <BR> <BR> <BR> <BR> <BR> Chapter 10.......................................................... ............................

Administration Menu-How to set up your departments How to add a department to the department list How to modify a department in the department list How to remove a department listed in the department list How to filter records in the department list <BR> <BR> <BR> <BR> <BR> <BR> Chapter 1 1........................................................... ...........................

Administration Menu-How to set up price schedules How to add a pricing schedule to the price schedule list How to modify a pricing schedule listed in the price schedule list How to remove a price schedule from the price schedule list How to filter records in the price schedule list Chapter 2.........................................................,. ...........................

Administration Menu-How to add items to the item list How to add an item to the item list How to add pricing information to an item How to modify an item listed in the item list How to remove an item from the item list How to filter records in the item list <BR> <BR> <BR> <BR> <BR> <BR> <BR> Chapter13................................................... ...................................

Administration Menu-How to set up package (recipes) and stock items How to build a package item How to create a stock item <BR> <BR> <BR> <BR> <BR> <BR> <BR> Chapter 1 4........................................................... ...........................

Administration Menu-How to set up output devices How to add an output device to the output device list How to modify an output device listed in the output devices list How to remove an output device from the output device list How to filter records in the output device list Chapter 15.......................................................... .............................

Administration Menu-How to set up suppliers How to add a supplier to the supplier list How to modify a supplier listed in the supplier list How to remove a supplier form the supplier list How to filter records in the supplier list Chapter 16.......................................................... .............................

Administration Menu-How to set up customer groups How to add a customer group to the customer group list How to modify a customer group listed in the customer group list How to remove a customer group from the customer group list How to filter records in the customer groups list Chapter 17.......................................................... ..........................

Administration Menu-How to set up customers How to add a customer to the customer list How to modify a customer listed in the customer list How to remove a customer from the customer list How to filter records in the customer list Chapter 18.......................................................... ..........................

Administration Menu-How to set up item banning How to add an item ban to the item ban list How to remove an item ban from the item ban list How to filter records in the item banning list Chapter 19.......................................................... ..........................

Administration Menu-How to set up receipt templates How to add receipt templates to the receipt template list How to modify a receipt template listed in the receipt template list How to remove a receipt template from the receipt template list How to filter records in the receipt template list Chapter 20.......................................................... ..........................

Administration Menu-How to set up the terminals How to add a terminal to the terminal list How to modify a terminal listed in the terminal list How to remove a terminal from the terminal list How to filter records in the terminal list Chapter 21.......................................................... ..........................

Administration Menu-How to set up the cards How to add a card to the card list How to modify a card listed in the card list How to remove a card from the card list How to filter records in the card list <BR> <BR> <BR> <BR> <BR> <BR> Chapter 22.......................................................... ..........................

Administration Menu-How to set up hotlist reasons How to add a hotlist reason to the hotlist reason list How to modify a hotlist reason in the hotlist reason list How to remove a hotlist reason from the hotlist reason list Chapter 2 3........................................................... .........................

Functions Menu-How to process stock Chapter 24.......................................................... ..........................

Functions Menu-How to create a purchase order How to view all purchase orders How to add a purchase order to the purchase order list How to remove an item from a purchase order How to modify a purchase order listed in the purchase order list How to remove a purchase order from the purchase order list Chapter 25.......................................................... ..........................

Functions Menu-How to receive stock How to remove stock from the receive stock dialog box Chapter 26.......................................................... .........................

Functions Menu-How to write off stock How to remove stock from the writeoff dialog box Chapter 27.......................................................... .........................

Functions Menu-How to enter a stocktake Chapter 28.......................................................... .........................

Functions Menu-MYOB Export Chapter 29.......................................................... .........................

How to preview reports How to print reports How to export reports Chapter 30.......................................................... .........................

Reports menu-Sales reports Sales summary Terminal Sales Summary Staff Sales Summary Customer sales Customer sales history Product sales Department sales Half hourly sales Detailed Half Hourly Sales Chapter 31.......................................................... .........................

Reports menu-Tax Reports Tax Sales Reports Tax Sales Summary Report Chapter 32.......................................................... .........................

Reports menu-Transaction reports Transaction history Staff Transaction History Transaction history detailed Chapter 33.......................................................... .........................

Reports menu-Card reports Card balance Card by group Card liability Card transaction Disabled card Card statement Chapter 34.......................................................... ..........................

Reports menu-Customer reports Customer eating habits Chapter 35.......................................................... .........................

Reports menu-Misc reports Production report Refund report Voids report <BR> <BR> <BR> <BR> <BR> <BR> Chapter 36.......................................................... .......................

Windows menu How to view all open windows How to close all open windows <BR> <BR> <BR> <BR> <BR> Chapter 37.......................................................... .......................

Help menu How to view IntilliSmart version information Chapter 38.......................................................... .......................

House Keeping Chapter 39.........................................................

Data Back up Procedures Appendix (i) Menu Structure of the Back Office (ii) Report Export format (iii) Definitions Contact Details Townsville 54 Blackwood Street PO BOX 1771 Townsville QLD 4810 Townsville Australia QLD 4810 Phone: 07 47725000 Fax: 07 477242170 Email : info@intillismart. com. au Website: http://www. dairyfarmerssmartcard. com. au Chapter 1<BR> <BR> <BR> General Back Office Information ffi wE File View &M adxiMstMHo Functions Reports Window Hetp'., Ila um X B'I'11 E an1 W iS'fi E F =5 ß'99 This is the main screen that you will use to enter details into the tntittiSmart database. it is divided into four main sections.

The title bar This shows your current location, the IntilliSmart Back Office.<BR> <BR> <BR> <BR> <BR> <P> This has buttons to minimise, maximise and close the IntilliSmart application The File Menus These include File, View, Administration, Functions, Reports, Window, and Help.

The Toolbar These include icons for Items, Customers, Cards, Terminals, Purchase Order, Receive Stock, and Reports.

The status bar Details of the currently opened windows, and file menu selection are displayed in this area.

Chapter 2 File Menu How to Exit the IntilliSmart Back Office This can be done using the keyboard shortcut Alt F4, or, by clicking the File Menu and selecting Exit. - » II AdmfnMration,, Functions Reports Window He) p, Chapter 3 View Menu How to View/Remove the Toolbar = Si , III i.., I... I I. Ili/I. ... 1.. I !. 111111,.. File Administraian Furlstians fports tlindov H1P., : , r SEatus er 3 Sa st. iwszxb ? !. ^v L2 Y... v,. xE2b , 9 ; s ^33'f--"s. ; °warlvvCC2 r v vW £v'i8. lS=" i s2vv. bA.. xxLx : ; LL m _ s : ;. t. n : 33 ; xc\52 ,..... H... b ; Shoo or hide th6 toolbar r naa. : wr k v.. paS, e". ; e a sv : v. rvLe ; lO' 7 (' a 7 3i vn .'t I a", 1 3 i 3 i shouu or hid th toalar T °. . '"""'3 """'.

# To view the Toolbar, click"Toolbar". This will place a tick next to the word "Toolbar" To remove the Toolbar, click"Toolbar"to remove the tick How to View/Remove the Status Bar Back Office File 1a1 I A6milnistretiQn Fúnctions Repar£s Windaw Helpf » _... ~=,. _.. _.. ; r.. 'i @5m r, rr .-"- . a 'a gr. : :.'t : j. >r wxx v ; : i a 8 x bbb. 2bt.. r - v. Y w . axx : ax y i, :. rx I r N Nxr ; r L t i y p 1 ; f v y, z w Show or h (de : khestatus iiar. _W M ; # To view the Status Bar, click"Status Bar". This will place a tick next to the word"Status Bar" # To remove the Status Bar, click"Status Bar"to remove the tick Chapter 4 Administration Menu How to set up Locations A location is basically a site where your terminals reside. It may be that you have separate locations within your environment that are semi independent, such as uniform shop, canteen, library etc. You can have one or more terminals assigned to any one location.

You must have at least one Location set up before setting up your terminals.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Setup > Locations ! ! = r'= = = R,-. aa ; y :.. ., ; u.. SNe USisI W | 31 _ z a . T item-, TST...... T£f1711'S',, . : CSd3 b x . . SEG411E7i. 1 x° £ : '. . : : curay £S 3. The Location List dialog box will appear emw Filtat,... F^ftetTeul '1,' !. . fiefresH Au (o7Re (cesh : 4dd . od'rfy i. emoue. Neme Canteen, Uniform Shop,,..,. S 0 Filter r'AuioReffesh Name Cant6en B' (34 Shop Utiiform Shop ... : _..'.'t i How to add a location to the Location List Click the Add button to display the Location dialog box. This will display the Location dialog box, containing two separate areas: Location 1 f. A Name oik adte-. ) Us6 dia] 6p ntv6i, kihg Dial up hetw6rkjng, D ber i |. wmbert i. I ; , j,. f.'.,., .. ,.. , , ., , . " ,. ! , S mr . | t7> 3te-29 J i C | t P. honb : Email .......... - ...,.,-I Oji-0 wancel fi, Location Details Name Enter in a name to identify the location Description Enter in a description for the location Address Enter the address of the location Town/Suburb Enter the town/suburb State Enter the state Postcode Enter the postcode Phone Enter the phone number Fax Enter the fax number Email Enter in the email address in the format location@location. com Server Details Server Name (or network address) Enter in the server name Use Dial up Networking checkbox If this box is checked, you need to enter in the dial up networking number below Dial up Networking Number Enter the dial up networking number Username Enter your username Password Enter your password OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify a location listed in the Location List 1. Select the location to be modified (the location will become highlighted) 2. Click the Modify button to display the Location dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a location from the Location List 1. Select the location to be removed (the location will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the location 5. Click CANCEL to save the location How to filter records in the Location List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Name (Whole Name) d. Name (Start of Name) e. Name (Any part of Name) 2. Enter the code, name, or part of the name into the Filter Text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Location List Dialog box Chapter 5 How to set up Payment Types Before sales can be made you must have set up your payment types. Payment types are the currency used by customers to make purchases. For example : Cash, Smart Card, Account, etc 1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Setup > Payment Types ors "i''I'I \mX items ! ; LocatiQF6 ., _ 1Tt41S 6'..-. r 5 6 $. '' n lPtalPl7f v 3 r , .. : 3 5111'y' ryY 'ja 'f ; SL y. d a y J'YGICVT (I [3/li&. °3k$j17$SG ;....,.' 3. The Payment Type List dialog box will appear A1 1 1 I t | 1 v , F'ilter iltec i"ext. ° SE m : Srnart Card > N. S N Cesh. Account X Y N Y 'fj Smarf C3d '',..... Acc ? pnt y « r e !'... zu How to add a payment type to the Payment Type List 1. Click the Add button to display the Payment Type dialog box. This contains - 'r ! 7 4amei | DeswriDtjonE Description 'Acciunt 'ashless Gard. (7 Name field Enter in the payment type name Description field Enter in a description of the payment type Account checkbox Check this box if it is an account Cashless Card checkbox Check this box if it is a cashless card OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify a payment type listed in the Payment Type List 1. Select the payment type to be modified (the payment type will become highlighted) 2. Click the button to display the Payment Type dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a payment type from the Payment Type List 1. Select the payment type to be removed (the payment type will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the payment type 5. Click CANCEL to save the payment type How to filter records in the Payment Type List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Name (Whole Name) d. Name (Start of Name) e. Name (Any part of Name) f. Accounts Only g. Cashless Cards Only 2. Enter the code, name, or part of the name into the Filter Text field, or, select accounts only or cashless cards only 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Payment Type List Dialog box Chapter 6 How to set up Tax Rates Tax rates are used to apply tax to items sold to customers.

You can have as many tax rates as you like. The two most widely used are 'GST 10%', and'No GST 0%'.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > lntilliSmart Back Office Or by double click the IntilfiSmart Back Office Icon on your desktop 2. Click on Administration > Setup > Tax Rates , L..."... _ Ilil , AEI. : J ! 6,., l. l,"... Teimhal5 ne : Xs E z = > es ", Cu517tpr9 Aj hg aEd 'Pkray.. = » FEi, ta w. n i S ; 31 r s . s. : t t " lS. a ..' a e. ss 0t h E ', 7 51i<tW f7c"Y t. s% Ic7te511,.,- : :. 1, ,"...-f 3. The Tax Rates dialog box will appear M , Na ! ne ...., :,, ....,,.,,. ;... Fitet-Itet'eae \Y Neme M.. ."- : w... ,."t f o CagT., o, GST'.... : _'' .. %,., #. No GtT 10 How to add a tax rate to the Tax Rate table Click the Add button to display the Tax Rate dialog box. This contains: on , ri . a rescription R QK, Name field Enter in the tax rate name Tax Rate % Enter in the tax rate % Description Enter in a description for the tax rate OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify a tax rate listed in the Tax Rate List 1. Select the tax rate to be modified (the tax rate will become highlighted) 2. Click the Modify button to display the Tax Rate dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a tax rate from the Tax Rate List 1. Select the tax rate to be removed (the tax rate will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the tax rate 5. Click CANCEL to save the tax rate How to filter records in the Tax Rate List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the code, name, or part of the name into the Filter Text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Tax Rate Dialog box Chapter 7 How to set up Employee Groups Employee groups are specific groups of staff. For example, you may have two separate locations, with two separate groups of staff such as library staff and canteen staff.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office icon on your desktop 2. Click on Administration > Setup > Employee Groups 7777777777 , -d rrtr ' w w lrnirtdls f kS . 3o-E ; s group's Ist 3 y 4 F i o h . v x (H r r. '°'N. R. Y3'S aL. y ht"yfi » a'. s. Gidl'JY ri sg 1 r 4 ! a, . u $3'lVk't8Ptl ? LYt2EtlGfSa .,.,.-... L t 3. The Employee Group List dialog box will appear Mal zizi _...,. _°... w r Canttien,.' Book'ShpB''. ;.'. ;,'..,,'..'.. : .''."' t Gantee, n Baak Shpp Uriifbrm Shop i,. X X, .-.. v a r How to add an employee group to the Employee Group List Click the Add button to display the Employee Group List dialog box. This will contain: , Employee Group ramez l L L : Name, =, Ganuel.. : 4 E 'L f °t i i ;''j6wdtli Name Enter in the employee group name Description Enter in a description for the employee group OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify an employee group listed in the Employee Group List 1. Select the employee group to be modified (the employee group will become highlighted) 2. Click the Modify button to display the Employee Group List dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove an employee group from the Employee Group List 1. Select the employee group to be removed (the employee group will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the employee group 5. Click CANCEL to save the employee group How to filter records in the Employee Group List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the code, name, or part of the name, or position into the Filter Text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Employee Group List Dialog box Chapter 8 How to set up Employees After your Employee Groups have been set up, you will need to add employees with access to the terminals. To do this you will have to set up the system so that it knows who your employees are.

Note: Use the Template Designer to deny access to employee groups from certain buttons, such as managerial functions.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > lntilliSmart Back Office Or by double click the lntilliSmart Back Office Icon on your desktop 2. Click on Administration > Setup > Employees 1 I 1. PayTnent Types Tax Rates items Custamers f Terminals i Cards 1 Pa menYT es Ny" v =. s x^ 33r =s | t X = b l l FW £ 2 = F = _ _ 4 @ Items k t I yy :. y. H. : : s) f< ; iy5 :. e SPrCUrI. i'-Em lo ee'Grou s' : l ; e. ss : 3, y : ri . hr, xG. ; wa$o : a. xsg ;. : id xi. w : ; s : __xYa ; Es : i's 5hnw. xh employee list '.. ..... :. tJM' ° .

3. The Employee List dialog box will appear ... ! I... I IU _E l y 0 I m'-'"'---- , .. $,.. L w, M. IItS W__ : ttOO :'''' '''''Fifth'.'Cahteen'-'"CooK.' :. N !' ; 01 Yvettn'il ! atsfard Canteen Sales N 003 Floyd, Frlb,, Cnieen, 0 Cook X R'" 003 Floyd....... _.. Firth Canteen Cook.. ". : : 1--k ; Yfe How to add an employee to the Employee List Click the Add button to display the Employee dialog box. This will contain two separate areas: I 1 I RERSONAL. DETAILS SYSTEM*CCES's BETAILS Fjfstj4ame LastName ! Cdde'"", jT'. Atbw access to tefmina 'User Group. L ode ddress :,. ,, K. w tnAn-'6bUrb,, State Postcode, , rownk urti';. : i Staiiei ; IF0CStwiDCjë : ; O-A \ 2 Hame Phane t'calile Phone, t'ml ail Mail' Emergpnpy, Phone me [gena,,,. o. ; s 0 |= 7 0 ; J g '. ' EmergetiG, Phone Elerge ; EoMac''' ;, :.'".,'''.. , Position i i e yQK t ;'Canel Personal Details First Name Enter the first name of the employee Last Name Enter the last name of the employee Code Enter the employee code Address Enter in the address of the employee Town/Suburb Enter in the town or suburb of the employee State Enter in the state of the employee Postcode Enter in the postcode Home Phone Enter in the home phone number of the employee Mobile Phone Enter in the mobile phone number of the employee Emergency Number Enter in the emergency phone number Emergency Contact Enter in an emergency contact name for the employee Position Enter in the employee position System/Access Details Allow access to terminal checkbox Check this box if the employee is to use the terminals User Group Select a user group from the drop down menu Note: This will be blank if you have not set up your employee groups Logon Code Enter the employee logon code Inactive checkbox Check this box if the employee is inactive OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify an employee listed in the Employee List 1. Select the employee to be modified (the employee will become highlighted) 2. Click the Modify button to display the Employee dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove an employee from the Employee List 1. Select the employee to be removed (the employee will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete?" 4. Click OK to delete the employee 5. Click CANCEL to save the employee How to filter records in the Employee List 1. Select one of the following methods to filter records a. NO FILTER> b. Code c. First Name (Whole First Name) d. First Name (Start of First Name) e. First Name (Any part of First Name) f. First Name (Whole Last Name) g. First Name (Start of Last Name) h. First Name (Any part of Last Name) i. Position j. Active Only k. Inactive Only 2. Enter the code, name, part of the name, or position into the Filter Text field, or, select Active Only or Inactive Only 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Employee List Dialog box Chapter 9 How to set up Security and System Users The security feature enables elements of the back office to be locked out to different users. I. e. , you may set one user to be able to add/modify/delete/view stock items, but have no access to customers or cards.

1. Open up the intilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Setup > Security > System Users es 6 T.-t I Fib'i = ! = ! | fiìncttons ReporS. WlndaçVf Hea rrems t ; v t3 W. Customers t Terminals t ar'ds t 3 3. . Loratians : xtE : z :. : : . 4°, r ? i y a . y yp r :, .", Pa ment. T es M3 : gr ; 3y Rates u YwS. Xi 3"t $. E UM , rrrrrr r 3. The System User List dialog box will appear M u i I pnSG f F ee . VReriesh, $ r AtlloRe&esh. +, ~qdlfy-t f Reimove , _", ...., ,..... ffi,.... 4 t1 Chapter 10 How to set up your departments Your IntilliSmart system can be split up into multiple departments, with different stock, products and even pricing. For example, you may have a bar and a restaurant, each requiring completely different details.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Items > Departments H iie'vi Fuoctions R''port ! , Window Help Fiie iiiie, ii = = ; IRinFstìons Reports ; ; Wlndow Help ;.. ; ; 9QN Rems s_ l l s ; Oistomers F ; S st Show the departments list inum 3. The Department List dialog box will appear I I Filter T Filte'r, Filter Text 2000 Canteen Code ""j'Nairre,- 2obo Cnteen 2U01., Bal ahap 2000 Canleen . 20intl 1''. i Bòói Shop. ;"' 20 ; D1 UniformShop reakfast,.... 2200 horniri Tea. 2'! 00 . uneh'. 2400 andiches 500 alad's 2SOO'Snacks 2400 Sandwiches 2 Ice Cream l Fozen 2600 \.'Snacks, < = 0 .....,..., i... .. :,. _.. ,. ,..., : _.

How to add a department to the Department List Click the Add button to display the Department dialog box. This will display the following items: ===m Cods. : . Code. Name cl Sub Ge artmenk. of ,,'Description no il t j 1 Eincei d Code field Enter in the department code Name field Enter in the department name Sub-department of field Enter in the sub-department name here, or select <not a sub department Note: This field will gain values as departments are entered OK button Select OK to accept entries made CANCEL button Select CANCEL to delete entries made How to modify a department listed in the Department List 1. Select the department to be modified (the department will become highlighted) 2. Click the Modify button to display the Department dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a department from the Department List 1. Select the department to be removed (the department will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the department 5. Click CANCEL to save the department How to filter records in the Department List 1. Select one of the following methods to filter records a. NO FILTER> b. Code c. Name (Whole Name) d. Name (Start of Name) e. Name (Any part of Name) 2. Enter the code, name, or part of the name into the Filter Text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Department List Dialog box Chapter 11 How to set up the Price Schdules Pricing schedules are a way of grouping prices for products together so that multiple price changes can take effect easily and efficiently. For example, the price of all beverages might half during happy hour. You would simply set up a normal and happy hour pricing schedule. By setting up the prices you can have all beverages cost half normal when the schedule is changed. Even if you don't plan on changing your pricing you still need to set up a default pricing schedule.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Items > Price Schedule Fif, e,"Vtew Fdnctlo'n, ReOdrts'., Window' H61P Items Customers k Departments Ter lnals output D c 5uppliers ihow, the prlre schedules lis 3. The Price Schedule List dialog box will appear =_ I 1 c X NO FILTERa j<NOFJLTER> !.) *""''""'' '' ;''"'.. '' ? : effesh j. rAmoeffesh',' : jCIIESiS ! :.,. M t.... ''' ! ' Nama E :, r' 1 i2ppgy ; Hew''f Normal'-..... .... A s . Name Normal r ppy pyr A ç l How to add a price schedule to the Price Schedule List Click the Add button to display the price schedule dialog box. - name .......... Namè :. , t..,, 3,. ; ,, I" This will display the following items: Name Field Enter the pricing schedule name Description field Enter in a description for the pricing schedule OK Button Select ENTER to accept changes CANCEL Button Select CANCEL to delete changes How to modify a pricing schedule listed in the Pricing Schedule List 1. Select the item to be modified (the price schedule will become highlighted) 2. Click the Modify button to display the price schedule dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a pricing schedule from the Pricing Schedule List 1. Select the item to be removed (the pricing schedule will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the item 5. Click CANCEL to save the item How to filter records in the Pricing Schedule List 1. Select one of the following methods to filter records a. NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the code, name, or part of the name in the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Pricing Schedule List Chapter 12 How to add Items to the Item List Items are the end saleable product, and are usually made up with a quantity of stock items. A sandwich may include bread, margarine, chicken, sandwich wrap, and a brown paper bag. The sandwich, wrapper and all would be the product, while the individual items would be stock items.

Entering your items is a two step process. First enter your item with a barcode, name, description, department and item type and save the item. Once listed in the item list, you can modify and items pricing details and make up package items (recipes) by selecting the item and clicking MODIFY. See below for more details.

Note: Before Items can be listed in the Item List, you must have set up your Departments 1. Open up the IntilliSmart Back Office by selecting Start > Programs > intilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Items > Items EG z s a ss i-ile View ; B I ! ! ! |fúnctions>0Renorts ; inciòw Help : ;. D [ Reports,,, WihddW i l i 5mp > D> [m b z b ; RI' ! 0 g Wl. > E ii Dj, e3 il i33 ii} i}} j3iaiiiii} i} i. 3i : ili. iålei r ii3i9iì ; 1Z 3} : iiii*>aiìiii} à3i} f33iii igiå aiii} i} ig Fia æ33>iii3Ss aaiwaai 3m33a3iti 33333m a3. 3jl33ji3j cards 3. The Item List dialog box will appear item List GSw' l T e'xt' Filter Filter T eHf ,, CNa FILTEF> xuto Refiesli on y. R ì, ,"0, S.';'; l i T ) MOOn. : PburedMitk. Smai !. 10011 Bfeakfast Stock, N M 10012 FtavouredMi ! k Large 10012 Bfeakfast, Stock. N . ., M 10013 uitic Stock. N"'" 10014 FrúitJuiceLarge 10014'BreakFast i Stock ; N ; ; 100y5 ottle4Vater'Ia05 reakfast"Stocl. j i'001 6 :, Chocolate Chip Cookies 10016 Morning, Tea Stock N i obi", Vni'lla Slice 1'001 7r Monin T'Stock N, 10018 Donuts Small, 1, 0018 M pining T a...... Stock , i"bOl, 9,-D o 3h :"u't, sa, r6,', .. i'St.... k, 10020 Pise. 't 10020 : HorninSToa Stook « N j. ; 10021'SaagRo) ! 10021''omtng'., : 5tock, M'.'' 1C102 f'asties 1002 Mornm Tea kock, 1 AY't'1'7. L i"P ; _, i tinrl' J"y T. u mf^n 1 . j .

How to add an item to the Item List Click the Add button to display the Item dialog box. This will display the following items : ikem Cde, : tkem Naro.,. ; PLkI Name prinkedrn recipts _ E2eNarfment 9 Descri tion gAFiCpDS... : 'Mameptintedantecapts-Rat8n8nt. ..,..,,'.. ''..,'.. ro y tp6t bvi6 fN'. n T'peur p ND OK J'.'..,'..,.... pL... t . Iteriil TYP@ ; E rj'OutpXt D, eYiee Nen¢,, ; . r ItèmisinadiVe i r L OK Item Code field Enter in the Item Name Item Name field Enter in the item name PLU (Price Look Up) Enter in the PLU Name on Printed Receipts Enter the name to be printed on the receipts Department Select a department from the drop down list Note: If you have not entered in your departments, nothing will appear here.

Return to"Set up your Departments" (See step number 1.) Description Enter in a description for the item Barcodes This option can not be entered until AFTER you have entered the item into the item list.

Item Type Select the item type from the drop down list.

Non stock item These are items that you do not wish to track, such as salt, dishwashing liquid, straws etc.

'Package item Package items are made up of stock items. For example: sandwiches, or other things that you make.

'Stock item These make up the package items. For example: ingredients for a sandwich.

Output Device Select an output device from the drop down list Item is Inactive checkbox Select this checkbox if you would like the item to be inactive OK button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify an item listed in the Item List 1. Select the item to be modified from the item list (the item will become highlighted) 2. Click the Modify button to display the Item dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove an item from the Item List 1. Select the item to be removed from the item list (the item will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete?" 4. Click OK to delete the item 5. Click CANCEL to save the item How to filter records in the Item List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Name (Whole Name) d. Name (Start of Name) e. Name (Any part of Name) f. PLU g. Non Stock Items h. Stock Items i. Stock Packages j. Active Only k. Inactive Only 2. Enter the code, name, part of the name, or PLU into the Filter Text field, or, select Non Stock Items, Stock Items, Stock Packages, Active Only or Inactive Only in the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Item List Dialog box How to add Pricing Information to an Item Before any pricing information can be entered for an item, you must have entered the item to the item list. y i i i uia-R'eftsh e, modif rov Code 'L Dept., Ty Refresh.'r'. AuR.., ; Add. ; ; Modi&. Y Remove, j "ioI"°" ["] M'I'". J001Q. WL) j'edYoghuft 10010 rea jjd<a N' loblo'Flavoured Yobhdrt 10010 Breakfast N B 10612 Flavoured Milk Large 10012 Breakfast Package 7001'Frmt ; luicemall 1dd13 gieakfast Package. N, ; 10014 Fruit Juice Large'10014 Breakfast'Package N. j TOB/Bpttbd'w'ater- 10015 B'feaMast'.. Packager/H :. 10016 Chocolate Chip Cookies 10016 Morning Tea Package 1Q01 ? Vani !) a5tice. 10017 Mortiingtea Package. lOOlE DonutsSmail. a lOpl8 iMorningTea Package ?, N 'i ddi 8 Dotuts t'all iboi'6'l Morning Tea Package N 10a20 ; Pie$v.. a02Q. : ornirigTea , Package, '10021,, Sausage Rolfs,,.. OQCt., iHenP9. C, v, Packaga'N. :' 10022.'Parties 10022 Morning tea'Package ! N : AQ023 Wiini Pës. ß",,. OnQx,, 23 td4rning, Tea, 0 Pacl<eAgej,.,'N 10024 Vegetabie/'Chicken/Hamb... 10024 [-unch Package N 106 Hot Dog 1'0025, Lunch Package' . M 1. Select the Item by either double clicking the Item OR by highlighting the Item and clicking modify 2. The Item dialog box will appear 3. This dialog box contains the following extra fields and buttons: Pricing Details tab Build Package tab (for package items) OR Stock Properties tab (for stock items) Location Select the location from the list of locations Pricing Information Add Price button Click this button to add pricing information.

Modify Price button Select the price you wish to modify, and click this button Remove Price button Select the price you wish to remove, and click this button How to add Pricing information to an item Click the Add Price button, to display the Pricing Information dialog box will appear: i p, i Pcice $chedule >w Price tPaints'i f No GST ,'i. d :, ; F Pr. iniuciest SPECIAL PROPERTIED )" ; Pf (imptMshi6ffMpfiCe. 7'>AIIow. ceshiet, to chawe, ptice. Id Allow'discount... w | ; EOK ; | Price Schedule Select the price schedule from the drop down list Tax Rate Select the tax rate from the drop down list Price Enter the price in the format 2.50, i. e. no dollar signs Points Enter in the point value for the item Price Includes Tax checkbox Check this box if the price includes tax.

Note : It is a good practice to check this box whether the price includes GST or not.

Special Properties Prompt cashier for price Check this box to prompt the cashier for the price Allow cashier to change price Check this box to allow the cashier to change the price Allow discount Check this box to allow the item to be discounted OK button Click the OK button to accept changes CANCEL button Click the CANCEL button to delete changes Package Items Click the Add Price button. This will display the package item dialog box: - Item Item $shrinkage Caloulate Shririkag. Z w . Unitx Ite. m.,,.,. S ., nits Used ofifern qShrinldge. Quantity, O r - ------M-j ! Item Select the item from the drop down list of package items Shrinkage You can choose to calculate the shrinkage by either entering the units in item and units of item used, or, by entering the shrinkage quantity in the shrinkage quantity field Calculate Shrinkage Check this box to calculate the shrinkage amount. This will allow you to enter values in the units in item and units of items used fields.

Units in item Enter the units in the item Units of item used Enter the units of the item used Shrinkage Quantity Enter the shrinkage quantity OK button Click OK to accept the changes CANCEL button Click CANCEL to delete the changes Chapter 13 How to build a package item (also called recipes) Package items are made up of stock items. To build a package item you must add all of the stock items used that make up the package if you wish to calculate the shrinkage.

1. Select the item you wish build the package for and click the MODIFY button 2. In the item list box click on the BUILD PACKAGE tab Cod' I ltem Cae Itm hJame ; fl 0025 tHotDogW, Cheese ex PLU Name'Otintoclon. f66opt Depart6ent' 10025 Hot DogW Cheese unch Desc ! ! ! 0ti. .. ..., i...., ..-.,. , -. :. .. BARCODES,,, 1. :. S'D zu p',. ,""'t4Ct, . t70Y8,, D IfemType. Package. , . Cukput : Lerice on, PFackage 'Ad8 I (em' 'jteII : ! , li em |'I'J tç IJmts ; '' :, !"* ttemhacttye -.'.-"'' :...'./ '.' !'''"'"'..,.' f P e ; r D ',,-., 0 ; Addllem li Uèdíyllem. R mov ! lerlx 2. ikeni is Item is inaative 3. Click the Add Item button to display the Package Item dialog box ., Item . SHRINfAtGE s CaMateShnnkage. r' . Units'fn item. . UnHsofHemUsed j'- j-s $hrinkage Quaritit ; ; l nK { 4. Select a stock item from the drop down list 5. To calculate the shrinkage for the item tick the calculate shrinkage checkbox 6. Enter in the amount of Units in the Item in the Units in Item field. For example; if you have a loaf of bread, the number of items in the unit is the total amount of slices of bread.

7. Enter in the Units of Item used that make up the package item. For example ; enter in two if you use two slices of bread to make up a sandwich 8. Select OK to accept the changes 9. Select CANCEL to delete changes How to create a stock item A stock item is an item that you use to make up other package item. For example, slices of bread, margarine, etc. Tw Item Code 1C §Wonder White Bread L : N3m'é rinted : onrecei ts', Detartment :.- partment, 45678*"''JWonder White Bread Canteen D BARCODES' di fc-ahteen 1-Monitor Fstock Itern : j ;, H. ; ! d.''. p 2 ; a dd t Pi" g It, eirn Type-Btock Item ; s,, ; e : Òutp'üt Deyioe Canteen'l iblonitor SS R (cin eall, pro es,. 11 1 loaves :, aavs..,' ° Lo6aVion, Prpfered-Supp let b L S , B L . y Buying Unit-_ it E ,. Unifqrm Shop ti l20 lonves Fi æ, soo4 '". LsadTime"Re-BrdefLee) QtjiSMe :' Lead'T'ime'Re-OrderLevel Qt, in Stabk dtyon-Order Y f is ihactive ;, °'"' Iteiri is iriactive >QK''Canc'el Selling Qty Enter in the selling quantity Selling Unit Enter in the selling unit Note: This is a descriptive term and not a numerical value, such as carton for cartons of drinks.

Location Select the location from the location list Preferred Supplier Select the preferred supplier from the drop down list Buying Qty Enter the buying quantity Buying Unit Enter in the buying unit Note: This is a descriptive term and not a numerical value, such as carton for cartons of drinks.

Cost Enter the cost of the item Last Cost The last cost of the item will be listed here Lead Time This is a descriptive time for the amount of time it takes to get the item, such as 1 day.

Re-Order Level Enter a level at which to re-order the item Qty in Stock Enter the quantity in stock Qty on Order Enter the quantity on order Chapter 14 How to set up Output Devices Output Devices are machines capable of representing information from a computer.

These include display screens and printers.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Items > Output Devices F0e. Xwew 1 ! ! s m vv==== .,, .... ,... . j gE 3. The Output Device List dialog box will appear i | ,"..'.. _ p.. _ out w | 0 i l > åt : ; u^. | Canteen2onitm,.,.. !' H L, v Canteen 2 Monitor. _ Canteen.. 2, Printer :..., .....,....,, ;, 0 Wn 24 nler .......... Modit Cnte'e'n 2 Moritot How to add an output device to the Output Device List Click the Add button to display the output device dialog box. This will display the following items: 'nase 1 ' !' v s u Name WaHME Output ; D. évioetTM>e.. g w Kitchen Monitor Caficel Name Field Enter the Output Device Name Output Device Type field Select an output device type from the drop down list.

Note: Kitchen Monitor and Kitchen Printer are listed by default OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify an output device listed in the Output Device List 1. Select the item to be modified in the output device list (the output device will become highlighted) 2. Click the Modify button to display the Output Device List dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove an output device from the Output Device List 1. Select the item to be removed in the output device list (the output device will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the item 5. Click CANCEL to save the item How to filter records in the Output Device List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the name, start of the name, or part of the name in the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Output Device List Chapter 15 How to set up Suppliers This section allows you to enter all of the suppliers that you currently deal with. This dealer list is then used by other sections of the programs. For example, assigning where stock is ordered from.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Items > Suppliers intigipos Back Offlr-e = 2 i z [ File V. View I ! ! 1 B @ ! H_ File V nctpns Report*, yindow H61pr t-riRe X1 3. The Supplier List dialog box will appear = uas t r... FFItBI'^, ; FIfBI T Rt im D w. RBllesh S| {r Aüto''Feftésh :'f Modify ; Eemove) |'!, ! 1, Dairy Farriters 5g4 ? 144, 44.. m m if : nlders Baker, , Coca Cola 5upreme Pes 7. # | a .. ,, : How to add a supplier to the Supplier List Click the Add button to display the supplier dialog box. This will display the following items: 'Il S''f' Name,' Muw, ! , 4ddress du A Ph'one Stafe A.. : :.,. lersit d tL , PKone Fa" id r s l Name Field Enter the supplier name Address field Enter the supplier address Town/Suburb field Enter the town/suburb State field Enter the state Postcode field Enter the postcode Phone field Enter the phone number Fax field Enter the fax number Email field Enter the email address in the format supplier@supplier. com Website field Enter the website address in the format www. supplier. com Contact field Enter the supplier contact name Notes field Enter in any notes on the supplier OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify a supplier listed in the Supplier List 1. Select the supplier to be modified from the supplier list (the supplier will become highlighted) 2. Click the Modify button to display the Supplier List dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a supplier from the Supplier List 1. Select the supplier to be removed from the supplier list (the supplier will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the item 5. Click CANCEL to save the item How to filter records in the Supplier List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the name, start of the name, or part of the name into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Supplier List Chapter 16 How to set up Customer Groups Customer Groups allow you to specify separate groups to assign your customers to.

These might include Staff, Visitors, Primary School etc.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Customers > Customer Groups rit Pack F e, X'etX'. l= C 1 i _ t, Items. F iLIShl-J SZ 1 S Z 1= ! 1= ustomérs f uv lie Functions Reports wipaq"P Items Custombrs inal. 5, Item Banrling Setup Show the cutearr groups list 3. The Customer Group List dialog box will appear . i., i nou ^ . ! i.. y" __ ! ZZZZZZ ! = ! ! ! ! ! ! ! _ ¢ = ZZZZ _', :. !. 2 ZZZZZZZZZZZZZZ _ _ | <'AutoiRefitiwh ;. H ç Z' : I g z L r l d l -, ! Rijl jai fut tex Fiefresh l"'Auto letcesh dd : h, adiFg : : em°ve Name lnfants 5chaol Prittiarg Schoci4 Juniof High school JuniptHish'Schoo ! l ... ;. ° ,, e, A Z, e, f oi < J g How to add a customer group to the Customer Group List Click the Add button to display the Customer Group dialog box. This will display the following items: E = 's : , dz C ; Usiolmer Group , 1'. r. r :' Ct'C.

Name Field Enter the customer group Name Description field Enter in a description for the customer group OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify a customer group listed in the Customer Group List 1. Select the customer group to be modified from the customer group list (the customer group will become highlighted) 2. Click the Modify button to display the Customer Group List dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a customer group from the Customer Group List 1. Select the customer group to be removed from the customer group list (the customer group will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the item 5. Click CANCEL to save the item How to filter records in the Customer Group List 1. Select one of the following methods to filter records a. NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the name, start of the name, or part of the name into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Customer Group List Chapter 17 How to set up Customers If you are going to place a transaction on to an account, then you will need to set up the details for that customer and assign them to a customer group.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Customers > Customers lntil (iPOS Bdck Office - File VieW indow'Helpr Items v4P 4 Customer Groups 'Card Item Bannind 'customers li5t Show the, 3. The Customer List dialog box will appear Filter ^__".. G4C zu Filker Filker T Ht ,, . Fieresh e . AuE Fiefresh-A_tid Madify '_Rinot Code. yy. Saaheode Frst Nme -k me. : .-C1B rou, ,. Ihacfive 2000 2000 i Linde Eitodger Inf3ntssch. N 2001 2001. Nichdas'Sjoodge/./'jtifar) tsSch.,.'N'" ! 2003 200. Jason Goodge, JuniorHigh... N imi Hendtim Primary Sch. N 2005 2005 Jonny Cool eni6r kigh,.. N bio''W Pri gh". - ... _... _, ...... :. _....... , How to add a customer to the Customer List 1. Click the Add button to display the Customer dialog box. This will display the following items: n 1 11- Firsk Name.', st Nam, Date Of Birth customer Soan'code'Gro, P' 1 " ! A'ddress-. ..""., :." .,,, E _dd mage _. 9ate"istcodè ;. it,'; 5 ; 1 Cancel - '''""'.'" Emaif tddress 6.' ; 1 t t e Xr Inac a ;',. ?""; ; pisjPttceScHedu ,. ;...- First Name Field Enter the customer first name Last Name field Enter the customer last name Date of Birth field Enter the customer date of birth Customer Code field Enter the customer code. This may be the student id Scancode field Enter the customer scancode. This may be the same as the customer code, or it may be the barcode on the student smartcard.

Group drop down list Select a group from the drop down list Address field Enter the customer address Town I Suburb field Enter the town/suburb State field Enter the state Postcode field Enter the postcode Phone field Enter the customer phone number Email Address field Enter the email address in the format customer@customer. com Default Price Schedule drop down list Select the default price schedule from the drop down list Inactive checkbox Click this box if the customer is to be inactive Image Path field This will contain the path to the image Add Image Button Click this button to add an image, and browse to the location of the image file Clear Button Select clear to clear the image OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify a customer listed in the Customer List 1. Select the customer to be modified in the customer list (the customer will become highlighted) 2. Click the Modify button to display the Customer List dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a customer from the Customer List 1. Select the customer to be removed in the customer list (the customer will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the item 5. Click CANCEL to save the item How to filter records in the Customer List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Scancode d. First Name (Whole Name) e. First Name (Start of Name) f. First Name (Any part of Name) g. Last Name (Whole Name) h. Last Name (Start of Name) i. Last Name (Any part of Name) j. Active only k. Inactive only 2. Enter the code, scancode, first name, start of the first name, part of the first name, last name, start of the last name, part of the last name, active only or inactive only into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Customer List Chapter 18 How to set up Item Banning Item Banning allows you to ban card holders from purchasing certain items. This may be because of allergy or dietary restrictions.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Customers > Item Banning - Items Customers Items : 'Customers 4e f 1 » Customers ; \ 'Cards av .--. '4x ' : « ., F"k'.,' ;,.' ; kP- b b : s. ' : e ; ez Jk i :. y, e P a3 n >nC. F, t d a3np" F r v x i 1 FtestriGt items to b puiGhasd b customer . CU .

3. The Item Banning List dialog box will appear - n= r. iT Filter . E= . F , I unlow High school N aS 200 2¢0 Goodger Ltnda Iniants Scliool N.,. 201 2001 Gpdgei, Nicholes lnfantsSchool 20D3 2Q03 Gooder, Jason ; unior Hish Schoal N, yDD.' : 20p4. hlerdnN Jimi. r.,'pomary. SahapC N., 2005 2005 Cool, Jonny Semor i-iigh Sohovi hi :, 2406, 2006 Blow. Jaa,..... F'rimary Schoal", N,', ..... ; =y r7 How to add an item to the item ban list 1. Click on a customer name and select Modify, or, double click on the customer name 2. The Item Ban dialog box will appear. Item bon 4 Banned ltems. aeparkmek Vegemite ot Peanut Butter Sandwic , v z ; v ;''. ' ; ttems......'-".....'''" . . S C ; . ; iz'. cK t R o lase,- How to add an Item to the Item Ban List 1. Click on a customer name and select Modify, or, double click on the customer name 2. The Item Ban dialog box will appear.

3. Select a Department form the drop down list 4. A list of all items for that department will appear 5. Select an item for item banning by either, clicking on it and clicking the left arrow, or by double clicking the item.

6. This will move the item to the Item Bans list in the left side of the dialog box 7. Click the CLOSE button How to remove an Item from the Item Ban List 1. Click on a customer name and select Modify, or, double click on the customer name 2. The Item Ban dialog box will appear.

3. Remove the item by either, selecting the item to be removed from the Item Ban list and clicking the right arrow, or, by double clicking the item 4. This will remove the item from the Item Ban Lost 5. Click the CLOSE button How to filter records in the Item Banning List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Scancode d. Name (Whole Name) e. Name (Start of Name) f. Name (Any part of Name) g. Active only h. Inactive only 2. Enter the code, scancode, name, start of the name, part of the name, active only or inactive only into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Item Banning List Chapter 19 How to set up the Receipt Templates The Receipt Templates are used to add a message to the receipt given to the customer. For example you might add,"Have a nice day", or another seasonal greeting.

Note: The terminal number, location, time and date are printed on the receipt by default 1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Terminals > Receipt Templates i ! ! 1 11 Ftè, Vlei « r'0 ES ! ! ! i ! ! l ! 1 F Back Office, File, viei-Funtions R6ports. Windovo Het p Items Customers Terminals ds up 5ow th 3. The Receipt Template List dialog box will appear I g , y Canteen...........,,. r7 Add ir 4uto. R Canteen UniforrShop .......... wt .

How to add a receipt template to the Receipt Template List Click the Add button to display the Receipt Template dialog box. This will display the following items: S __ Name,., So Canteen , sscri tiar Canteen Receipt. Template CANTEEN ;, t w HAVEANfCEDAY ! tf ! i 1 j zD, Name Field Enter the Receipt Template Name Description Enter in a description for the receipt template Receipt Header Enter in a receipt header, such as the IntilliSmart location Receipt Footer Enter a receipt footer, such as"Have a nice day" OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes Note: Receipt templates include the following information by default : The current date and time The terminal number The receipt number A list of items sold with prices The total amount of the sale How to modify a receipt template listed in the Receipt Template List 1. Select the receipt template to be modified in the receipt template list (the receipt template will become highlighted) 2. Click the Modify button to display the Receipt Template dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a receipt template from the Receipt Template List 1. Select the receipt template to be removed in the receipt template list (the receipt template will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete?" 4. Click OK to delete the item 5. Click CANCEL to save the item How to filter records in the Receipt Template List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the first name, start of the first name, or part of the first name into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Receipt Template List Chapter 20 How to set up the Terminals The heart of any POS system is transactions, and all transactions are entered into IntilliSmart via a Terminal program. Each of those terminals needs an entry in the terminal screen here. All sales made by this terminal will be recorded with this terminal identification number, which is very useful for grouping reports.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Terminals > Terminals intittipos Back Offl'ce File VieA'F6ntion R6ports-Window'Help Item Cust rs me Cards Lut. ckn Teftipi setup 1, Rcelpt. Tem t'Num, l I e i Cstome s F LY » X M1 ^ :. ;.. ;.',..-. gI. list 3. The Terminal List dialog box will appear Il Ooh - FilEe.. '. Jtet, i ; : v' w A . Canteen, Canteen #1 s. w Canteen,, t Canteen,,. j ; ^.,-"'. ...-_.,. ...... _,-...., y., e ì,' .. D How to add a terminal to the Terminal List Click the Add button to display the Terminal dialog box. This will display the following items: I Location , Nierne : : i LocZetior, s F ; ; Ti i 30 anteen , Button Tem I. : aP tv peaipt : Templafe . Standard Caneen : Poce Schredule.. 'ef, t fa ! ment Ty s 18mart Card Descri fian Canteen T : ermirsal # i zu i R atír, tRècei e ; ajuli I ;.., : ; ; S | i Ctincel | DK Ginasl Name Field Enter the Name of the Terminal Location field Enter in the Location of the Terminal Button Template Select the Button Template from the drop down list Receipt Template Select the Receipt Template from the drop down list Default Price Schedule Select the default price schedule from the drop down list Default Payment Schedule Select the default payment schedule from the drop down list Description Enter in a description for the terminal Print receipts by default checkbox Check this box to print receipts by default OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify a terminal listed in the Terminal List 1. Select the terminal to be modified in the terminal list (the terminal will become highlighted) 2. Click the Modify button to display the Terminal dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a terminal from the Terminal List 1. Select the terminal to be removed in the terminal list (the terminal will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete?" 4. Click OK to delete the item 5. Click CANCEL to save the item How to filter records in the Terminal List 1. Select one of the following methods to filter records a. NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the first name, start of the first name, or part of the first name into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Terminal List Chapter 21 How to set up the Cards Setting up the cards enables you to use the IntilliSmart as a cashless point of sale equipment. Cards can be disabled, or have spending limits, expiry dates, and card messages can be applied here.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Cards > Cards intiZI4 i i Back Office mtwratio o tio, ns,"Rlepot ! Window Customers iinals T ern cards ist Reasons us n F v R 3. The Card List dialog box will appear Flitpt' .,,,, _... ,., : m= « ~--5=-i5 : [l = s-~ Fiefresh "''Autb Refesh :'A_dd. lodTy Femiive H 2 2 C6de,, 5. z, 7n7 uit ; W=i-, L 20IJ5'Canteen CvoI, Jonny Y 24102f2004 Y N 2005 Canteen CQOl Jenny,, y 24202jJ, 2004,, Y, N,, . | '2000 Canteen-Goociger, Linda Y. 24ID1 XD04 v , Y t' 2001 Canteert Go4rJger, Nicholas Y 1010312004 f N teri ;'Caoodge4Jason Y 3010'll2004. 1'.-. N' 2004 Canteerr... Flendrits Jimi...... Y.. al, rt20Q4 Y N...... ^ f n i == o s t, i | , J 'Y'i How to add a card to the card list Click the Add button to display the Card dialog box. Card, uni 'Card Location Cankeen . Cool., lonn, Code . ; Exlly Date l F2 20. 5 ! F. 2 P'Card is a smart card P"'Card js disab ! ed,) j IVote : : Æ t E Gard essa, ges- sgr, ernove Slert Message... Allergieto peanuts ,..,.... F .......... Purse Balance 3411000 r _, _..,. ) QK Location Select the card location from the drop down list Customer Select the customer from the drop down list Code Enter the card code Spend Limit Enter the customer spend limit Card Expires Check the card expires checkbox if you would like to set an expiry date Expiry date Enter in the expiry date in the format 01/01/01 Card is smart card Check the card is a smart card checkbox IF the card is a smart card Card is disabled Check the card is disabled checkbox IF you want the card disabled Note Enter in a note about the card Add message To enter in a message, click the add message button. This will display the following dialog box : Cardmessage s sE hessa eT e. , Alert Message < essii3ne ; Allergic ko Peanut ancl, Select a message type from the drop down list, This can be either a simple message, or an alert message.

1. Enter in the message 2. Select OK to accept changes 3. Select CANCEL to delete changes Remove message 1. Select the message to be removed 2. Click the remove button 3. A message saying"Are you sure you wish to delete ?"will appear 4. Select OK to accept changes 5. Select CANCEL to delete changes Purse balance This will display the current purse balance of the card Point balance This will display the point balance of the card OK button Select OK to accept changes CANCEL button Select CANCEL to delete changes How to modify a card listed in the Card List 1. Select the card to be modified in the card list (the card will become highlighted) 2. Click the Modify button to display the card dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a card from the Card List 1. Select the card to be removed in the card list (the card will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the item 5. Click CANCEL to save the item How to filter records in the Card List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Expired cards only d. Smart cards only e. Disabled cards only 2. Enter the code (if this option selected) into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Card List Chapter 22 How to set up Hotlist Reasons Hotlist Reasons are the reason you would select for hotlisting a card. These might include Lost or Stolen Card.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration > Cards > Hotlist Reasons tiF'ilé"2iitewii S ! mÇ li Funcitíóani ; Rej^Uirite-Window'Help i 3, s g ntit, ii, POS Bac ip Items Cust (Dmers Termfnals k Cards 3 ! w., m 3. The Hotlist Reason List dialog box will appear II I I : l = ! Z ! X w = "n Filtet F (kai Txf t_ < r, Auto R, èsia'b°ve § -1 Losk Card L i f - How to add a hotlist reason to the Hotlist Reason List Click the Add button to display the Hotlist Reason dialog box.

This will display the following items: 1 °° : 1 FiEB$4C1. i : { .,. 3. ;. .. w., t v : Cl.. :.

Reason Enter the reason for hotlisting, for example lost or stolen card Message Enter in a relevant message OK Button Select OK button to accept changes CANCEL Button Select CANCEL to delete changes How to modify a hotlist reason in the Hotlist Reason List 1. Select the hotlist reason to be modified in the hotlist reason list (the hotlist reason will become highlighted) 2. Click the Modify button to display the hotlist reason dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a hotlist reason from the Hotlist Reason List 1. Select the hotlist reason to be removed in the hotlist reason list (the hotlist reason will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the item 5. Click CANCEL to save the item Chapter 23 How to process Stock Stock is processed for the purpose of updating the stock levels in the Back Office.

This might include decrementing the stock values after sales are made.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Functions > Daily Processing > Process Sales/Stock 3. The Processing Stock dialog box will appear I= ; 0 Procèasing, Saies,.';'. f 4. This dialog box will show a percentage amount and progressive bar.

5. Upon finishing a dialog box with the message"Processing Complete"will appear.

Chapter 24 The Purchase Order Dialog Box Purchase orders are made for the purpose of ordering stock. Purchase Orders can be created, modified, removed and printed with this function. A purchase Order is closed after the closed checkbox has been checked.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Functions > Stock > Purchase Order . 3 |R Make : purchase. brciei'.''."'...''..'. j J) ) JM ;'j.' ] trz rocesslng < X 3. The Purchase Order dialog box will appear PuNhase Pder 2 = ! = I l l I I = I_--S ' 5howaltnrdaFS.,.' . LgiS03 Mogip ;., J7S, showållpsde<| | Ç 1 303. 01/2003, No : : No'. ; it 7 \ 3, 0J"OlfSpE3, IbC. 2nteen f, DäiiForriers, ìa ; N.'o D.. Nó,., X| bAT.-u PpLi o JLL.-. :.'" Aj r, How to view all Purchase Orders a. Check the"Show all Orders"checkbox b. The table will update automatically How to create a Purchase Order Click the New button to display the Purchase Order dialog box. This will display the following items: i i i.. t I Jlrder lt L : Liot biilX} f S_ 7 l . 71 f i lDotw =1 X,,, l vppfctaddtan ; r w. d ; l . ; r'OidNPdnled'| tinke Qi at you 0' ui CC64t,, , e bg ~XX Un ; I , CtasoI : d. i l , ;, : I Order # This number will be assigned automatically starting at number 1 Ordered by This field will be automatically filled in after you sign in Order Date drop down list Select the date from the drop down list.

Note: today's date is circled.

Location drop down list Select the location from the drop down list Supplier drop down list Select the supplier from the drop down list Note: Not selecting a supplier will show only stock items in the"item"drop down list Supplier Address field Enter in the supplier address Delivery Address field Enter in the delivery address Closed checkbox Check this box to close the order Order Printed checkbox This checkbox indicates if the order was printed Note: Print orders from the purchase order list Add Item button Click this button to add an item to the order Item Select the item from the drop down list Description The description will be automatically entered Qty Enter in the quantity to be ordered Units The units filed will be automatically entered Qty/Unit Enter the Qty/Unit Total Qty The total quantity will be automatically calculated Unit cost The unit cost will be automatically calculated Memo Enter in a memo for the purchase order OK button Select the OK button the accept changes CANCEL button Select the CANCEL button the delete changes How to remove an item form a purchase order 1. Click the New button to display the Purchase Order dialog box.

2. Select the item to be removed form the items list 3. Select the remove Item button 4. The item will be removed immediately OK Button Select OK button to accept changes CANCEL Button Select CANCEL to delete changes How to modify a purchase order in the Purchase Order List 1. Select the purchase order to be modified in the purchase order list (the purchase order will become highlighted) 2. Click the Modify button to display the purchase order dialog box 3. Alter any of the fields 4. Select OK to accept changes 5. Select CANCEL to delete changes How to remove a purchase order from the Purchase Order List 1. Select the purchase order to be removed in the purchase order list (the purchase order will become highlighted) 2. Click the Remove button 3. A message will appear saying"Are you sure you wish to delete ? " 4. Click OK to delete the item 5. Click CANCEL to save the item Chapter 25 How to receive stock Receiving Stock brings stock into the IntilliSmart Back Office for the purpose of making sales.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Functions > Stock > Receive Stock File Viex dministrátign m Reports Wíniw KHeIp ;. I lutittipos CKQ ce t File Vievf 'R--Obrts Window Help X Daily Processing . Purchase order import Wizards P Write Off 5tok MYOB Exp rt : Dtocktake Receive stark 3. The Receive Stock dialog box will appear , t Hi t<<<1 d r , IIEU Q < <E S Recet'yedg-v, Date Memo sadd (tem'' ! lriits ReceiWSd Ht ii Unit 8mn Wt Qt Recerued. Tota1 Receiver y tTEM t ! N (Y5 Fi£","... UNiT Gt7Y/lJtiF : QTY : NECl... TY7TPLRE ; :. '--'. ' : . p,. f How to Receive Stock Received by Date Select the date from the Date drop down list. Note: Today's date will be circled.

Location Select the location from the drop down list Memo Enter in a memo if relevant Add item button Click this to select an Item from the Item drop down menu Units received Enter the Units Received Note: This does not have to be a numerical value. It could be cartons for cartons of drinks, loaves for loaves of bread, etc.

Buying Unit This value is added automatically Buying Qty This value is added automatically Qty received Enter the Quantity Received Note: Repeat steps 5-7 to add more stock items OK button Click OK to accept the information entered This will display a processing stock dialog box with a percentage indicator.

At 100% another dialog box with the message"Stock Levels successfully Updated" will appear.

Select OK to close the boxes CLOSE button Click CLOSE to delete the items entered How to Remove Stock from the Receive Stock dialog box 1. Select an Item from the Item List of Received Stock 2. Click the Remove button to remove the item Note: This can only be done while the Receive Stock dialog box is open This will display a processing stock dialog box with a percentage indicator.

At 100% another dialog box with the message"Stock Levels successfully Updated" will appear.

Select OK to close the boxes Chapter 26 The Write Off Stock Dialog Box Write Off Stock is for the purpose of reconciling your stock levels when variations occur due to stock being written off for various reasons. Possible write off reasons could include ; breakage, promotions, or donations.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntifliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Functions > Stock > Write Off Stock ntittipos Boffice GS __ I _d iB Wn ! ., 6od<,, : 1 .. ... '/-'' : ! 'Mi Catd Tr ;-Av)--atLiui-i mg 3. The Write Off Stock dialog box will appear memo .. < r : z X Mima ; j l E i ( i' .'. J............. j.. .....'''..."...' .... =. i - How to Write Off Stock Date Select the date from the Date drop down list.

Note: Today's date will be circled.

Location Select the location from the drop down list Memo Enter in a memo if relevant, or a reason for the stock write-off Add Item button Select Add Item Item drop down menu Select an Item from the Item drop down menu Enter the Units to Write Off Note: This does not have to be a numerical value. It could be cartons for cartons of drinks, loaves for loaves of bread, etc.

Qty to write off Enter the Quantity to Write Off Repeat steps 5-7 to write off more items OK button Click OK to accept the information entered This will display a processing stock dialog box with a percentage indicator.

At 100% another dialog box with the message"Stock Levels Successfully Updated" will appear.

Select OK to close the boxes CLOSE button Click CLOSE to delete the items entered How to Remove Stock from the Receive Stock dialog box 1. Select an Item from the Item List of stock to Write Off 2. Click the Remove button to remove the item Note : This can only be done while the Stock Write Off dialog box is open Chapter 27 The Enter Stocktake Dialog Box The Enter Stocktake function is used to enter a current count of the stock on hand.

Any stock purchase, write-offs, returns or transfers that may affect the current stock levels should be entered and processed before the Enter Stocktake function is performed.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntiìliSmart Back Office Icon on your desktop 2. Click on Functions > Stock > Stocktake > Enter Stocktake | File : Viei. Administration Repprts VJirdas. Help. ; Reports WindoW Help S Purchase Order Purchase Order Rece ! Ve Stock MYOB Expart r r , ! .'. : : 3 yr Fo'rnt akact : 7ke Frra ' ; : Iiil I I F . uoN f sKr. E x 7, t EnE't't2. .. tN 3. The Enter Stocktake dialog box will appear zero v ^utocktnl ; eD to ktekodate Loteton ^7eu01d^p07 uLE, _ _ 1_ | __ _>E. La a ....-., i S_,,,,,, jj «} OlP2003 ,, . mm : t z . OX J.'''' ! :) Mo j S i Stocktake by This field will be automatically filled after you log on Date Select the date from the Date drop down list.

Note: Today's date will be circled.

Location drop down list Select the location from the drop down list Item Select an Item from the Item list Units counted Enter the Units Counted Qty counted Enter the Quantity Counted OK button Click OK to accept the information entered This will display a processing stock dialog box with a percentage indicator.

At 100% another dialog box with the message"Stock Levels Successfully Updated" will appear.

Select OK to close the boxes CLOSE button Select the CLOSE button to delete any changes How to Enter a Stocktake Note: Before you enter your stock count, ensure your stock items have been adequately set up. This means setting up your stock properties in the Items > Items list, and listing the selling quantity, selling unit, preferred supplier, buying quantity, buying unit, cost, lead time and re-order level.

1. Select date for the enter stock 2. Select a Location from the Enter Stock Take window, - A list of the stock items for that location will be listed 3. Select the item you wish to add a count for by clicking it 4. Enter in the units counted 5. Enter the quantity counted 6. Repeat as necessary 7. Enter in a memo, such as who counted the items etc (or leave this field blank) 8. Select the OK button only when you are completely satisfied with the amounts entered Note: For items that were counted, but had no stock on hand, enter 0 (zero) into the quantity counted field For example : The soft drink stock item has been set up with the following information: Selling Quantity = 1 Selling Unit = can Buying Quantity = 24 Buying Unit = carton To enter a stock take for cans of soft drink where you have 10 cartons of soft drink as well as 7 loose cans, enter the following information: For 10 whole cartons of cans of soft drink, enter the number 10 in the Units Counted field For 7 loose cans of soft drink, enter the number 7 in the Quantity Counted field Note: The amount listed in the total quantity field is the total amount of all the cans of soft drink, i. e: 247 Chapter 28 MYOB Export The MYOB export option is used to export the IntilliSmart data to MYOB. -l- MYOB Export, X Ce'rdPuroih3sesAccounf « ¢ode. Q '"Card Rechageltem Code'' : j. ! Urdepos'iked Fands tcount Code a'N t f ..'' Nfl'B TSata F'stF I Dëigin Expòrt I : : !.. ì,, ; Chapter 29 The Reports Dialog Box At the end of the day you will need to get facts and figures from the software to analyze your business. This is done using a series of reports that access the data stored by your terminals. These reports have been created using a third person software package called Crystal Reports. This means that new reports can be created or old ones modified by purchasing Crystal Reports.

Reports can also be exports to other various third party software applications.

1. Open up the IntilliSmart Back Office by selecting Start > Programs > IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Reports 3. The Reports dialog box will appear Rpports ml l _ _ _ = ! _ s w i | f-' f g L3 TRANSACTION REPORTS TE ;. CARD REPORTS +y.. CU5TOhIER REPORTS E, i.. MISC REPORTS REPPRT, FLTER bate Flange. Dat Fam Date Tv It'rc '', . Jlf. t ; t. t. 4 r.. C, i ; t-' Location : Cutomer L'ftlJE9_' : °'ja°. _. t,.. t, _,.. L v ,, \ ... st ^ ,'.,,. F 4. This dialog box is divided into three sections.

Reports section containing: Sates Reports Transaction Reports Card Reports Customer Reports Misc Reports The second section contains: The name of the currently selected report (or, "No Report Selected"by default): A description of the selected report Reports Filter containing: 'Date Range drop down list 'Date From field 'Date To Field 'Location drop down list Customer drop down list Preview Report button How to preview a Report 1. Select a Report from the left hand reports menu 2. Select a date range from the drop down menu, or 3. Select Custom 4. Select dates from the Date From and Date To drop down lists 5. Select the location from the Location drop down list 6. Click the Preview Report button When Previewing a Report, you are presented with an exact preview of how the report will print. This screen is divided into two sections; one containing the report, and the other containing these buttons: ., =F I lst ;. (nnnt e ; a a -, M M . i i. X D v I'. ' ;'1 nf ; ¢_ : I ' ;, , ; 1 t ; i,'frta ( ; 0 10Q" 0af 1. Go to first record 2. Go to previous record 3. Page 1 of 1 4. Go to next record 5. Go to last record 6. Cancel reading records 7. Print 8. Export 9. View 10. Total records 11. Percentage read 12. Records read How to Print a Report 1. To Print a Report, click the Printer Icon when in Preview Mode 2. The following dialog box will appear with information on the Default printer (your printer will be different to the one listed here), Print Range, number of Copies, and an option to Collate Copies i u Pnnter ;'. gstem Prti (Auta HP LasEdet 5 on'. CIK ;, ''; ERYERtMCS cancel Pnnt F#en----' ; :" : Ap Ali : :,',. ; ;. ie. n , f. Paes'; Copìet collat6Co le' r 3. Select All to print all pages in the report 4. Select Pages to specify which pages to print 5. Select the number of Copies to print (the default value is 1) 6. Check the Collate Copies check box to collate copies of the printed report 7. Select OK to Print 8. Select CANCEL to close the Print dialog box How to export a Report The export function of IntilliSmart allows you to export reports to a variety of applications including Crystal Reports, Microsoft Excel, Microsoft Access, Microsoft Word, as well as Internet Browsers.

1. To Export as Report, click the Export Icon when in Preview Mode 2. The following dialog box will appear containing a Format drop down list from which you select your preferred export format, a destination drop down list from which you select the destination for the exported file, an OK button, and a CANCEL button i Z N _ I l _ fl |- 'Formàk Fro OK CharaCter-separated Values , 7 Cancel f = f 3. Select your export Format from the drop down list. This list contains the following formats: Character-separated values (this is selected by default) Comma-separated values (CSV) Crystal Reports (RPT) Crystal Reports 7 (RPT) Ata interchange Format (DIF) Excel 5.0 (XLS) Excel 5.0 (XLS) (Extended) Excel 7. 0 (XLS) Excel 7.0 (XLS) (Extended) Excel 8. 0 (XLS) Excel 8.0 (XLS) (Extended) HTML 3.0 (Draft Standard) HTML 3.2 (Extended) HTML 3.2 (Standard) Lotus 1-2-3 (WK1) Lotus 1-2-3 (WK3) Lotus 1-2-3 (WK5) <BR> <BR> ODBC-dBASE Files<BR> <BR> <BR> <BR> ODBC-Excel Files ODBC-MS Access Database Paginated Text Record Style (columns of values) Report Definition Rich Text Format Tab-separated text Tab-separated values Text Word for Windows document 4. Select your export Destination from the drop down list. This list contains the following destinations: Application Disk File (this is selected by default) Exchange Folder Lotus Notes Database Microsoft Mail (MAPI) 5. Select OK to export 6. Select CANCEL to close the dialog box Chapter 30 Sales Reports Sales Reports total and group every item that has been sold through your IntilliSmart system.

Select Sales Report from the Reports menu on the left Reports w o ;} Sales Summary.', ;"A , _ reports : :.... gales Summary :-^, Customer Saies" t--Customer 5ales History ppRT FILT6R - Product Sales Sales Summary Department Sales I) ate From ITRANSACTION REPdRTS . Date To O.-TRANSACTION REPORTS rtl. CARD REPORTS ., ^ ; f ''-: Ee Q, k E 5 r Sales Reports Sales Summary Customer Sales Customer Sales History Product Sales Department Sales Half Hourly Sales Report Date Range drop down list contains: All Today (this is the default value) This week This week-to-date This month This month-to-date This year This year-to-date This financial year This financial year-to-date Yesterday Last week Last week-to-date Last month Last month-to-date Last year Last year-to-date Last financial year Last financial year-to-date Custom Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled Location drop down list The Location drop down list contains all current locations on your network Customer drop down list The Customer drop down list contains names of all customers Preview Report button Sales Summary Summary of sales grouped by day and filtered by location Customer Sales Summary of customer sales, filtered by location Customer Sales History Summary of sales made by a customer Product Sales Summary of product sales detailing the quantity and value of all products sold, filtered by location Department Sales Summary of department sales, filtered by location Half Hourly Sales Summary of sales grouped by half hour intervals and filtered by location Chapter 31 Tax Reports Tax Reports produce a summary of all sales grouped by tax rate Select Tax Report from the Reports menu on the left - p, d i 1 I. ppy File Viaw Sdmtntshratlbn Functions Reparts Wiiido Help _ . at ; Reports : :,-'". : : :......''' ;-.'./ : ; ;- p-SALES REPORTS Tax Sales R epoit N Tax Sales Summary Report. -REPORT C TRANSACTION REPORTS -----. C+, - CAIiD REPORT& aafe Rancte : blate Ftom-Date 7p ° -CARD REPORTS', ~ L 1 gi.. CUSTOMER REPORTS.... jTodayjf) l8/02/2003 ) T8/02/2003 :" OhAISC REPOR'fS Lacatiot custoitef ---------- R X X I ! Lie,, Fie P'e'.'NMpapOftj ,''''.'.., :' INUM :. ' Tax reports: 'Tax Sates Report 'Tax Sates Summary Report The Date Range drop down list contains : # All Today (this is the default value) This week This week-to-date This month This month-to-date This year This year-to-date This financial year This financial year-to-date Yesterday Last week Last week-to-date Last month Last month-to-date Last year Last year-to-date # Last financial year # Last financial year-to-date Custom Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled Location drop down list The Location drop down list contains all current locations on your network Preview Report button Tax Sales report Summary of all sales grouped by tax rate and department, filtered by location Tax Sales Summary Report Summary of all sales grouped by date and tax rate, filtered by location Chapter 3 2 Transaction Reports Transaction Reports produce a break down of sales Select Transaction Report from the Reports menu on the left il 1 I II 1 11 0 1 1 i li I i ep6its--,,, No Repo Selectod.. wwua L,-TRANSACTION REPORTS Transection Nistory '° Transaction History Detailed I CARD FiPQRTS- CUSTOMER REPORTS'Pat6Range-"Dte Ffora D at'e To . ; np MISC REPORTS,'; t Qliq itt f^ » v ? Lacafion ; ; S 1. i A CushDmer' J Æ . z wHT 3 k :,,'Pf< :'ne ! Mt'' ! t : ! pu !). j" ;.',- ; :/' :... ;, a Transaction reports: 'Transaction History 'Transaction History Detailed The Date Range drop down list contains: w All Today (this is the default value) This week This week-to-date This month This month-to-date This year This year-to-date This financial year This financial year-to-date Yesterday Last week Last week-to-date Last month Last month-to-date Last year Last year-to-date Last financial year Last financial year-to-date Custom Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled Location drop down list The Location drop down list contains all current locations on your network Preview Report button Transaction History A list of all transactions made, filtered by location Transaction History Detailed A detailed list of all transactions made with products breakdown, filtered by location Chapter 3 3 Card Reports Select Card Reports from the Reports menu on the left - J l ffl. SALES REPORTS Ei SALES REPORTS C1+'. TRANSACTiON REPQRTS E' : S Card Balances :--Card By Gsoup pORT FlLTER ° ° Card Card'Liability' ;'<9Lw Card Transaction Today f3o7o- Disabled Card Card Statement E}. CUSTOMER REPORTS jCanteen '' C ! - tISC REPORTS ustomer, aS. - 1,.., i.-° w. x' Card reports: Card Balances Card by Group Card liability Card transaction Disabled Card Card Statement The Date Range drop down list contains : All Today (this is the default value) This week This week-to-date This month This month-to-date This year This year-to-date This financial year This financial year-to-date Yesterday Last week Last week-to-date Last month Last month-to-date Last year Last year-to-date Last financial year Last financial year-to-date Custom Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled.

Location drop down list The Location drop down list contains all current locations on your network Customer drop down list The Customer drop down list contains names of all customers Preview Report button Card Balance Summary of all card balances, filtered by location Card By Group Enter correct description Card Liability Enter correct description Card Transaction Summary of all card credits and debits, filtered by location Disabled Card Summary of all disabled cards including balances, filtered by location Card Statement A list of all transactions made on a card, filtered by location Chapter 3 4 Customer Reports Select Customer Reports from the Reports menu on the left I II ;. 9poit ied., » t+], ; SALES B"TRANSAGT) ONREPORTS,.- :. E. MRPREPORTS'.- :. TRANSACTION REPORTS. t-CARD REPORTS .., Customer Eating Habits- : FIEPORT EB-NIISCREPORTS DateRanae-Date From, DateTo Today . 3D01l2003 y 30101l2003" Location canteen Custom o $ .'f n r ......... ......... .... :, . y.... ,..,,... _ This menu will expand to display the following report: Customer Eating Habits The Date Range drop down list contains: All Today (this is the default value) This week This week-to-date This month This month-to-date This year This year-to-date This financial year This financial year-to-date Yesterday Last week Last week-to-date Last month Last month-to-date Last year Last year-to-date Last financial year Last financial year-to-date Custom Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled.

Location drop down list The Location drop down list contains all current locations on your network Customer drop down list The Customer drop down list contains names of all customers Preview Report button Customer Eating Habits Summary of all products purchased by a customer Chapter 3 5 Misc Reports Select Misc Reports from the Reports menu on the left reports « r I. SALES REPORTS B i+l TRANSACTION REPORTS, j | rti. TRANSACTION REPORTS C+1. : CARD REPORTS y r I.-CUSTOt4ER REPORTS, REF'ORT FII. TR <-.- f Production Report D6te RanaL-DateFtom DateTo A t : RefundReport ; Today ; 30/01/2003 ß 30J0122003, ; V-Vpids Report Location Canteen - Customer ktl : ; : . w : ____ E sZ H s s Misc reports: 'Production Report 'Refund Report 'Voids Report The Date Range drop down list contains: All Today (this is the default value) This week This week-to-date This month This month-to-date This year This year-to-date This financial year This financial year-to-date Yesterday Last week Last week-to-date Last month Last month-to-date Last year Last year-to-date Last financial year Last financial year-to-date Custom Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled Location drop down list The Location drop down list contains all current locations on your network Customer drop down list The Customer drop down list contains names of all customers Preview Report button Production Report Summary of all products to be prepared Refund Report Summary of all products refunded Voids Report Summary of all products voided Chapter 3 6 Window Menu How to view all open windows This can be done by selecting Window and viewing the window names D.. L A1U. I i I 14 in A' ile View, Administration ructions Reoorts Hblp, A Cbse A I _ ,. _'1 Gard List : L1 ;. Receive Stock How to close all open windows Select Window > Close All Chapter 3 7 Help Menu How to view IntilliSmart version information This can be done by selecting Help > About IntilliSmart back office , JIM File 'iew vdminiskraEin e. Furckions Iepark 'iridov s This will display the following version information , u ptilliF'OSBiJ fersion C, 0, ' Co E, tP-002, j 17l _ X Chapter 38 House Keeping Usage Instructions Use only with finger or rubber tipped stylus held between the fingers.

Do not use any metal, abrasive, sharp or hard objects on the screen.

Any physical damage to screen invalidates warranty.

Cleaning Clean only with a soft cleaning cloth that has been lightly dampened with clean water In a dusty environment your terminals should be covered with a cloth.

Chapter 39 Data Back up Procedures We strongly urge all IntilliSmart users to implement a daily backup routine into their daily schedule. It is recommended that the IntilliSmart database is regularly backed up onto a media other than the hard disk drive of your computer where your data is usually stored.

If you have a hardware or network crash that corrupts your IntilliSmart database, you will be relying on the backed up data to get your system going again.

DO NOT LEAVE THIS PROCESS UNTIL IT IS TOO LATE Appendix (i) Menu Structure of the Back Office File r Exit View 1'Toolbars Status Bar Administration Items Departments Price Schedules Output Devices Suppliers Customers : Customers Customer Groupp, , Item Banning Terminals Receipt Templates 0*5-v Cards ; H6tlist Reasons up Locations i, Payment r ;, ; Tax Rates Employees Employees Employee Groups rity,, System Users . ° Functions : ! y Processingf ? Process Sa) es/stock 1Stock Purchase Order... Receive Stock i Write. Off Stock 0 3 Stocktake Enter Stocktake 'M14 Ecr f Reports Window Help (ii) Report Export format To export Character Separated Values Export f FQrmak ; y. "Folm3t ; Character separated values values "D6stinat ! OP. w (iii) Definitions Lead time The time it takes to get an order form the date of placing the order, e.. 2 days Unit A descriptive term for how an item is ordered, e. g. a carton of soft drink cans