1) Setup your printers
2) Log in to the WinBPS online
3) Enter your existing vendors, inventory categories, events, customers and balances
A. Install the printer management software.
1. First, you will need to install a small printer management program. This program allows your printer to be used with WinPOS. You must install the proper version for your version of Windows (either 32-bit or 64-bit). To check which version of Windows you are running on your system, hold down the Windows Flag key and the Pause-Break key at the same time, then release. Look under the “System” section for the words “32-bit Operating System” or “64-bit Operating System). Once you’ve determined which version you are running, click the appropriate following link:
When this File Download dialog box appears choose to Run this file.
2. The security warning appears,
at the security warning dialog, choose Run.
3. Finally, the installation dialog appears.
Click Next at each page, and on the last page click Finish once it has installed.
Tag Size Reference
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Name
|
Width
|
Height
|
Reference
|
|
2.2 x .5
|
2.20
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0.05
|
Jewelry bell label
|
|
2.25 x 1.25
|
2.25
|
1.25
|
4 up label
|
|
1.25 x 2.15
|
1.25
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2.15
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Small Price tag
|
|
3 x 1
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3.00
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1.00
|
Accessory / Address label
|
|
4 x 2
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4.00
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2.00
|
Inventory Garment Price tag
|
|
4 x 4
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4.00
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4.00
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Double Garment tag (for comments)
|
|
4 x 6
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4.00
|
6.00
|
Custom Fitting ticket label
|
|
4.25 x 3
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4.25
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3.00
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Pickup label
|
B. Find the Microsoft Remote Desktop Protocol (RDP) Client software is installed.
1. If you are using Windows XP or Vista: The Remote Desktop Connection software is pre-installed with Windows.
VISTA
Start, click All Programs, Accessories and then click Remote Desktop Connection.
XP
Start, click All Programs then Accessories then Communications and then click Remote Desktop Connection.
Other Versions of Windows
Windows 95, 98, Me, or 2000: Click here to install the Microsoft Remote Desktop Client. When the download dialog appears, click Open. Once it has been installed, click Start, click All Programs, click Accessories, click Communications, and then click Remote Desktop Connection.
2. Once the RDP client is started a Computer select screen appears and will look similar to this:
3. Enter asp.bblsystems.com for the computer and click Connect. A warning screen will appear first, click Ok to clear it. A login screen will appear next:
4. Enter your username and password, provided in our welcome email.
Make sure Log on to: is set to BBLASP (this computer.) You will be logged in and WinPOS will start.
D. Starting the application for the first time for NEW USERS
The first screen that may appear is the Open Store screen.
The Business Date will be the current date of the computer.
Since this is the first time you are running WinPOS, use the MANAGER sales associate ID.
Click OPEN STORE.
From the main switchboard, select Houskeeping, then General Setup, and finally Printers. This will display the Printers dialog.
If you get a message indicating "You have no printers defined. WinPOS will be unable to print" please contact customer service about your printer.
If under the "current printers" heading you see printer names, followed by session numbers, your printing should function.
Please review the manual or online HELP for detailed operating instructions.
At the minimum, you’ll have to perform the following steps before using WinPOS:
1) Configure basic settings in System/Store Setup, at Main->Housekeeping->General Setup->System/Store Setup. Required.
2) Add all your employees using the Sales Associates form, at Main->Housekeeping->General Setup->Sales Associates. Optional.
3) Create Inventory Categories, at Main->Inventory->Inventory Categories. Required.
4) Add Vendors, at Main->Inventory->Vendors. Required.
5) Add Color/Size/Width charts for matrixes, at Main->Inventory. Optional
6) Add Markdown codes (optional) at Main->Inventory->Mark down codes. Optional.
7) Enter your tax rate(s) on the Taxes form, at Main->Housekeeping->Accounting Setup->Taxes. Required.
8) Select your accounting method in GL Account Setup, at Main->Housekeeping->Accounting Setup->GL Account Setup. Required.
9) Add Retail Inventory, at Main->Inventory->Inventory. Required.
10) Setup Security, at Main->Housekeeping->General Setup->Security Groups Permissions. Optional.
11) Enter your sales contract to print on receipts in Document Terms, located at Main->Housekeeping->General Setup->Document Terms. Required.
12) Select your printers at Main->Housekeeping->General Setup->Printers. Required.
13) Customize Letters, Tag, Mailing Labels at Main->Housekeeping->Letters, Tags, Mailing Labels. Optional.
14) Add existing events, customers and ticket balances via Main-> Events Required. Review the manual's topic: Existing Customer for a detail explanation. Required
Things to consider & organize BEFORE entering your Retail Inventory:
1) Decide on the inventory categories and sub-categories you will use. Categories are used to group sales & inventory data. Example categories would be WG=Wedding Gowns, BM = Bridesmaid gowns, FG = Flowergirls, HP = Headpieces .. etc
2) You’ll need a list of all your vendors. Assign an alphanumeric code for each one to identify them within WINPOS (they can be up to 9 characters long but we recommend keeping them short)
3) Determine the method your store will use to assign the style codes to inventory items. Choices are to let the computer assign a serial number (most popular choice) or for you to create a code each time you add a new style. (Codes must be unique for each style). Review the inventory Chapter in the online Help for more information. To get started you may use the same codes on your current price tags. Using the existing codes allows you to continue using those tags & they will NOT have to be re-created
4) Color & size of your stock piece(s)
5) Review each accounting class (describe in the online manual). Like categories these help organized inventory on ACCOUNTING type reports and are assigned to inventory styles. Usually the accounting classes are named the same as the category and matches your inventory sales categories/departments. On each accounting class you also:
- indicate which items you will allow direct price overrides. Most shops DO NOT allow direct price changes, they prefer to force sales people to perform MARKDOWNS.
- Is sales tax calculate for the style when sold
- and is a sales commission paid to a sales associate when sold
6) Finally you must gather the information WINPOS needs to compute the retail price. Data required are the retail factor % (markup, 200% retail factor = keystone), actual paid cost of item & reorder cost to purchase new
The minimum informatoin you need for adding a new inventory style to the inventory system is:
Store style/code, vendor style, vendor, category, accounting class (usually same as category), reorder cost & retail price. Additionally size, color actual cost of item (if in stock)
|
Required
|
Required if style
is in stock
|
Optional, but nice to have
|
- Store style/code
- vendor style
- vendor
- category
- accounting class (usually same as category)
- reorder cost
- retail price
|
- size
- color
- actual cost of item (if in stock)
|
|
Enter Existing Events and Members and the balance each member owes:
Concepts: there is an event file created that holds the event details. Each event has customers assigned (members). Finally each customer/member will have sales tickets that have transactions and maintains the tickeet balance. The order of entry would be: Event->Add Event (enter event details) -> Member Tab (input member names)-> Create Ticket for each member
The Create Tickete function creates a ticket (a financial ledger where sales & payments are entered). You have a choice to make for existing members (customers). Either enter in all past transactions, i.e. sales, payments, markdowns OR enter in just the balance they owe the shop (fastest option). Review the online HELP for additional information.
Enter existing customers
For existing customers you have a paper trail of information that is entered into paper files. You may enter ALL this info into the computer or just enter the minimum and refer back to the paper (most popular). THIS IS JUST FOR EXISTING CUSTOMERS. New customers should have ALL of their info entered into the WinPOS system.
The information you will need to have to begin entering your current Events is: the event type (wedding, Prom, Social), event name (usually the bride’s name and/or the groom's name), event date, Bride’s name, phone numbers, member role & member name and balance owed.Next it is necessary to decide how the customer balances will be entered into WinPOS. We recommend using the Balance Forward and Tax Forward method. This takes the customers balance due and breaks it down into two numbers, a taxes portion and non-taxes portion allowing balances to be entered quickly using only two transactions per customer. The other method is to enter all transactions for each customer individually. This method will give you more detailed information on the ticket screen but is much more time consuming than the balance forward method.
You can be entering Events-> Add Members (customers), and your inventory at the same time. If you choose the balance forward method you can also enter the customer tickets if the system setup is done properly before your customers are entered. If you choose to enter all ticket transactions for your customers then all inventory must be entered before entering the customer tickets.
How to backup WinPOS…
Backup your WinPOS data from our servers to your computer. You must first download a small secure backup program to your computer. This program will be used to connect to our servers and download your data. Click here to download WOB.EXE. When the file dialog appears, click Save to save the file to the desktop on your computer. After it is done downloading you should see a WOB icon on your desktop. No installation is needed.
How to log on to WinPOS On-Line.
1. From the File menu in WinPOS, select Backup. WinPOS will display a confirmation message with an Ok and Cancel button.
2. Click Ok to start the backup. When WinPOS is done creating the backup file, WinPOS will display a message indicating the backup is complete. At this point, your backup file is ready to download to your computer. DO NOT CLICK OK on the dialog!
3. To download the file, double-click on the WOB Icon. The following following dialog will appear.
The WinPOS On-Line server IP Address should be asp.bblsystems.com. The username and password are the same ones you use to log on to WinPOS On-line. The Backup file name is shown in red on the download dialog shown in WinPOS. Enter that filename here. In this case, the backup file name is 1333.zip, so you would replace the backupfilename with 1333.zip
4. Click the Download Backup File button. There should be a pause of a minute or so, and you should see a dialog indicating the download was successful. Your backup file should now be on your desktop. If you get an error message make sure you've entered your username and password and backup file. WinPOS On-Line Backup will remember your settings, so the next time you want to backup your data you can just double-click on the WOB icon and then click Download Backup File.
Common Questions
To print the manual
When you are in WinPOS, select the Quick Launch menu.
On the Quick Launch menu, select MANUAL.
The manual will be displayed on the screen.
Click File, then Print.
When you start WinPOS, you may see this message
This is not an error. This just means that the business date for WinPOS does not match your computer date.
You are using WinPOS and you see this message
This means you have accidentally locked WinPOS. The password is UNLOCK. You can lock WinPOS by pressing the F12 key, or selecting Lock Workstation menu option.
You cannot get the MANGER username and PASSWORD to work
PASSWORD must be entered in all capitals. Manager can be entered in lowercase or uppercase.
To change your password used to log on to WinPOS On-Line...
Once you are connected to WinPOS, you can type Ctrl-Alt-End to bring up the Windows Security dialog. From there, click Change Password. To log off WinPOS: Simply click Quit on the WinPOS main menu.
Help Us Help You
When contacting Technical Support via phone, email, or fax, please provide the following information for the fastest possible service:
- Your name, company name, and phone number
- Complete description of the issue, including steps to reproduce it
- Exact wording of any messages displayed when you encountered the problem
Email
Ask questions and receive detailed answers from Technical Support by addressing your email message to:
support@bblsystems.com
Please make sure to include the information listed above. You will receive a response via email.
Fax
Ask questions and receive detailed answers from Technical Support by sending a fax message to:
770-234-4223
Please make sure to include the information listed above. You will receive a response via fax.
Telephone
You can reach BBL Systems Technical Support by phone Monday through Friday (excluding holidays) at:
1-800-587-7277
Please make sure to include the information listed above. Calls are returned on a first come, first served basis.