Author: Nizamettin
4.10. How to Make 50% Off Promotion for Second Item?
In the example it will be shown how to add second of the same item to ticket by making 50% discount. It is possible to use that promotion for different cases according to need. It is necessary to add action, rule, […]Read More
4.12. Advanced Delivery Service Implementation V5.2.3
This implementation is newer version of customized delivery service. To be able to use this implementation, it is necessary to have a computer that the latest version of Microsoft SQL Express Server and SambaPOS V5.2.3 or above version installed on. Attention! Before starting to process, you need to backup SambaPOS Database. All modules and implementations […]Read More
4.13. How to Generate Kitchen Display?
By this document you can track preparation process of taken orders from kitchen screen. Prepared orders will be displayed on customer screen when they are confirmed. Sale, order, production and delivery process of item will be completed on customer screen by delivering the product to customer. Document Index 1. Adding and Designing of Entity Screens […]Read More
4.14. How to Set Time Clock Implementation?
Document Index 1. Adding PunchIn and PunchOut States 2. Adding Employee Entities 2.1. Adding Employee Entity Type 2.2. Adding Employee Entities 3. Adding Time Clock Entity Screen 4. Adding Automation Commands 4.1. Time Clock Button / Navigation Tile AMC 5. Adding Actions 5.1. Show Time Clock […]Read More
4.15. How to Give Promotional Product to Each New Customer for One Time?
This implementation is based on, giving specially defined any product as gift to the new customer for once. Promotion will be active only one time for each new customer. It will be possible to display on the end of day report that, how many promotion given away during the day. To be able to use […]Read More
4.16. How to Configure Product Based Warehouse Tracking?
In this document, it will be shown how to configure product based warehouse tracking. Scenario; You have two Kitchens; Chinese Kitchen and Pakistani Kitchen. Both Kitchens have similar Inventory Items like meat, oil, etc… Also you have Chinese Food and Pakistani Food Products. When you sell Chinese Food, it should consume items from Chinese Kitchen’s […]Read More
4.17. How to Print Customer’s Previous Transactions?
In this document, it will be explained how to print a customer’s previous transactions. 1. Adding Automation Command Go to Main Menu > Manage > Automation > Automation Commands > in here click on Add Automation Command link. Name: PCB-Print Customer Balance Category: Customers Button Header: Print\rCustomer Balance —\r— this phrase is used to write […]Read More
4.18. How to Recall and Clone Customer’s Last Ticket?
In this document, it will be explained how you can store, recall, and clone a previous Ticket. It works from the Ticket Explorer, or in the case of a Customer Entity, it will allow for cloning of that Customer’s last Ticket. How It Works; Displaying & Cloning a Ticket That Has Customer Entity: […]Read More
4.19. How to Select Portions and Order Tags By Popup?
In this document, it will be explained how to select Portions and Order Tags from a Popup Screen. This example, doesn’t allow you to make multiple selections at the same time from the Popup Screen. If you want to select multiple features, then, click on that product and make the selection from the right side of the screen. Requirements; […]Read More
4.22. How to Implement Wastage Stock?
In this document, it will be shown how to deduct wastage/damaged stock at the end of the day. It will reduce it from your inventory and log the total cost in a wastage account that you can use in reporting. 1. Adding Automation Commands 1.1. Adding Wastage Automation Command Go to Main Menu > […]Read More
4.25. Transferring SambaPOS Backups to Cloud Driver Automatically
In this document, it will be explained how to transfer SambaPOS Backups to Cloud Driver automatically. First of all, download Google Drive from here and install it on your computer by following steps of below images. Here, insert your email address. (Needs to be Gmail address) In here, insert password of […]Read More
4.26. How to Prepare Special Menu for Customers?
In this document, it will be explained how to prepare special menus for customers. 1. Adding Custom Field and Customer Information 1.1. Adding Custom Field Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields Section > here click on Add Custom Field and configure settings as shown in below image. After […]Read More
4.27. Basic Loyalty Points Implementation
In this document, it will be explained how to setup basic loyalty points implementation. How It Works? 1. Adding Loyalty Card Entity Type and Loyalty Card Entity 1.1. Adding Loyalty Card Entity Type Go to Main Menu > Manage > Entities > Entity Types > here click on Add Entity Type. General Settings […]Read More
4.28. How to Track Stock Level of Items?
In this document, it will be explained how to track stock levels of specific items. This implementation is available for items which can be sold piece by piece. How It Works? 1. Configuring Fast Menu Category Settings Go to Main Menu > Manage > Products > Menu List > Menu > here click on […]Read More
4.29. How to Apply Product Based Price Definition?
In this document, it will be explained how to apply product based price definiton. How It Works; 1. Adding Price Definition Main Menu > Manage > Products > Price Definitions > here, click on Add Price Definition. Price Definition Name: Special Price Price Definition: SP After completing necessary editings, click on Save button. 2. Editing […]Read More
4.30. Using Multiple Languages on Order Template
In this document, it will be explained how to use multiple languages on order template. 1. Adding Product Tag Main Menu > Manage > Settings > Program Settings > General Settings > here into Product Tag Captions field, write second language which you want to see on template. for this example it is selected as Arabic. […]Read More
4.31. Gift Certificates Sales and Redemption Implementation
In this document, it will be explained how to apply Gift Certificate Implementation. How It Works? You can either scan the barcode via barcode reader or enter the number of Gift Certificate manually into numberpad. Also you can click on Select Gift Certificate button and enter its number manually into search field. […]Read More
4.32. How to Separate Food and Drinks on Kitchen Display?
In this document, it will be explained how to show Food and Drinks on different kitchen screens. 1. Adding Necessary Components 1.1. Adding Product Tag Caption Go to Main Menu > Manage > Settings > Program Settings > in here type productType into Product Tag Caption field. After completing necessary editings, […]Read More
4.35. How to Apply SMS Sending Implementation on SambaPOS?
In this document, it will be explained how to setup SMS Sending Implementation for SambaPOS. 1. Setup of the API URL Edit the URL that was provided by the Operator, according to below line. http://api.center.com/v1/send-sms/get/?username=username&password=password&text=@message@&receipents=@number@&sender=Company Name 2. Adding Printer Main Menu > Manage > Printing > Printers > here click on Add […]Read More
4.36. How to Make 100% Discount for Staff Meals?
In this document, it will be explained how to apply 100% discount for Staff’s Meals. There are 2 methods for this implementation; Method-1 Using Customer Type Custom Field; In this method, you need to select your Staff as Customer before you start receiving orders into ticket. How It Works; 1. Editing Customers Entity Type Main […]Read More
4.38. Labelling Each Delivery Orders of Customer
In this document, it will be explained how to label delivery orders of customers. Once you have done with the below steps, you will have such an output from your printer. 1. Adding Printer Go to Main Menu > Manage > Printing > Printers > here, click on Add Printer. Printer Name: Deliverer Printer […]Read More
4.39. Enabling UK Post Code Lookup
In this document, it will be explained how to enable Post Code Lookup for UK. Document Index 1. Getting API Key from Google 2. Applying Post Code Configuration Task from SambaPOS 3. Inserting Post Code Information of Customer on SambaPOS 4. Editing Ticket Template 5. Editing Delivery Screen Waiting Orders Ticket Lister 1. Getting API […]Read More
4.40. Batch Product Creation with YAML
In this document, it will be explained how to batch create products with YAML. SambaPOS V5’s Batch Product Creation feature allows importing products from formatted text data. That format is called YAML. It is human readable and easily editable with your favorite text editor. Click here for sample data format; Go to Main Menu > Manage […]Read More
4.41. Item Based Discount on Order Screen
In this document, it will be explained how to apply item based discount on the order screen. How It Works; 1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands > here click on Add Automation Command. General Settings Section; Name: Discount Button Header: Discount Clear Selection: Must be selected […]Read More
4.42. How to Close an Item for Sale?
In this document, it will be explained how to close an item for sale. How It Works; 1. Adding Product Tag Main Menu > Manage > Settings > Program Settings > General Settings > here write Status to Product Tag Caption. After completing necessary editings, click on Save button. 2. Editing Product Tag […]Read More
4.43. How to Apply Auto Combo Implementation?
In this document, it will be explained how to apply auto combo implementation. How It Works; 1. Adding Product Tag Captions Main Menu > Manage > Settings > Program Settings > Product Tag Captions > here, write Combo,ComboPrice After completing necessary editings, click on Save button. 2. Editing Product Tag Editor Main Menu > Manage > Products […]Read More
4.48. Defining Multiple Delivery Addresses for Customers
In this document it will be explianed how to define multiple delivery addresses for customers. How it Works; 1. Editing Customers Entity Type Main Menu > Manage > Entities > Entity Types > Customers > Custom Fileds > Here, click on Add Custom Field and add as many new custom fields as customer’s address quantity. […]Read More
4.49. Creating Custom Navigation Buttons
In this document, it will be explained how to create Custom Navigation Buttons. How It Looks; NOTE: You can customize sizes, colors etc of Custom Navigation Buttons from Automation Commands. 1. Allowing Custom Navigation Main Menu > Manage > Settings > Local Settings > Display > here click on Allow custom Navigation. After completing […]Read More
4.50. How to Prevent Zero Stocked Item Sales?
In this document, it will be explained how to prevent Zero Stocked Item Sales. How it Works; 1. Adding Product Tag Caption Main Menu > Manage > Settings > Program Settings > General Settings > Product Tag Captions > Type Alert into window and click on OK button. After completing necessary editings, click on Save […]Read More
4.53. Changing Printer Code Page Settings
In this document, it will be explained how to change Code Page settings of printers. 1. Getting Selftest Paper Turn off the printer by pressing on Power button. Press on Feed button which is shown in the above image. It may not be specified as Feed on some printers, in this case you can […]Read More
4.55. How to Determine Daily Limit for Item Sales?
In this document, it will be explained how to determine sale limits for desired items. You can determine daily limit automatically while you starting the Work Period or by manually using a button any time of the day. How It Works; 1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands […]Read More
4.56. How to Log Caller ID Calls on SambaPOS V5 Pro?
In this doucment, it will be explained how to log caller Id calls on SambaPOS V5 Pro. Before Start; a- You need to complete the Caller ID setup according to steps of below document. https://kb.sambapos.com/en/3-6-caller-id-setup-and-configurations/ b- Move the CalleridLog and CallerLog.txt files to C:\ folder of your computer. 1- Adding Action Main Menu > Manage > Automation […]Read More
4.57. SambaPOS V5 Pro Important Hints
In this document, there are some important hints that you can use for SambaPOS V5 Pro. 1. {DATE:wd}|Matches|x It allows you to use a customization on the desired specific days of the week. {DATE:wd}|Matches|1 >>> Monday {DATE:wd}|Matches|2 >>> Tuesday {DATE:wd}|Matches|3 >>> Wednesday {DATE:wd}|Matches|4 >>> Thursday {DATE:wd}|Matches|5 >>> Friday {DATE:wd}|Matches|6 >>> Saturday {DATE:wd}|Matches|7 >>> Sunday […]Read More
4.58. Exporting Reports in Desired Format
In this document, it will be explained how to export reports in desired format. 1.Adding # Character on Related Part of Report Main Menu > Manage > Reports > Select desired report > Put # in front of its header, for example; Monthly Report > [#Sales: 1, 2, 3, 2] After completing necessary editings, click on Save […]Read More
4.59. Applying Discount Automatically for Selected Products
In this document it will be explained how to configure Product Tag Based Discount on desired items. For Foods 20%, for Drinks 30% and for Desserts 50% discount will be applied. How It Works; 1. Adding Product Tag Caption Main Menu > Manage > Settings > Program Settings > Product Tag Captions > […]Read More
4.60. Half and Half Pizza Configuration
In this document it will be explained how to setup hald and half pizza configuration. How It Works; 1. Adding Half and Half Pizza Product Main Menu > Manage > Products > Product List > Here, click on Add Product. Product Name: Half and Half Pizza Product Group: Pizzas Portion: Type your portions […]Read More
4.62. Canceling All Orders
In this document it will be explained how to cancel all orders at the order screen. How It Works; 1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands > Here, click on Add Automation Command. General Settings Section; Name: Cancel Orders Button Header: Cancel\rOrders Clear Selection: Must be selected Mappings […]Read More
4.63. How to Apply % Discount for Desired Items on Desired Days of the Week
In this document, it will be explained how to apply % discount for specific items on desired days of the week. How It Works; 1. Adding Discount Product Tag Main Menu > Manage > Settings > Program Settings > General Settings > Product Tag Captions > In here, type Discount into the window. […]Read More
4.64. How to Use Split Ticket Feature
In this document it will be explained how to use Split Ticket Feature. Important Notes: In order to use this feature, you need to have minimum SambaPOS V5 5.3.4 version installed on your computer. This feature requires Tables to work properly (Or an Entity). You must submit or use Save Ticket action to split a […]Read More
4.65. Giving Free Item If Ticket Total Reaches Certain Amount
In this document, it will be explained how to give a free item when ticket total reaches certain amount. 15 is determined as certain amount, Milk and Juice are selected as free items. How It Works; 1. Adding Automation Commands 1.1. Adding AFI-Add Milk or Juice Automation Command Main Menu > Manage > […]Read More
4.66. Sending Data to Scale Device
In this document, it will be explained how to send data to the scale device. 1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands > Here, click on Add Automation Command. Name: Send Data To Scale Device Button Header: Send\rData Clear Selection: This box must be selected After completing necessary […]Read More
4.67. How to Hold Gifted Ticket
In this document, it will be explained how to Hold a Gifted Ticket configuration. How It Works; 1. Adding Automation Commands 1.1. Adding Guest Automation Command Main Menu > Manage > Automation > Automation Commands > Here, click on Add Automation Command. General Settings Section; Name: Guest Button Header: Guest Mappings Section; […]Read More
4.68. How to Setup SambaPOS QR Menu
In this document, it will be explained how to configure SambaPOS QR Menu Setup. 1. Before Setup NOTE: In order to use SambaPOS QR Menu, you need to have minimum SambaPOS V5 Pro 5.3.6 version. Before you upgrade SambaPOS V5 Pro version, we recommend you to Take a Backup of current database. 1.1. SambaPOS […]Read More
4.69. How to Add Line Separator
In this document, it will be explained how to add Line Separator on SambaPOS. How it works; 1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands > Here click on Add Automation Command. General Settings Section; Name: SPR-Line Separator Button Header: Line\rSeparator Clear Selection: Must be selected Mappings Section; […]Read More
4.70. How to Add Tip Calculation
In this document it will be explained how to add Tip Calculation on SambaPOS. 1. Adding Tip Account Main Menu > Manage > Accounts > Accounts > Here, click on Add Account button. Account Name: Tip Account Account Type: Sales Account After completing necessary editings, click on Save button. 2. Adding Tip Transaction Type […]Read More
4.71. How to Define Inventory on SambaPOS?
This document will include answers to the following questions; Why inventory items and recipes are used? What are the terms of inventory? What are the differences between the terms? How to add inventory item? How to add semi product? How to add order tags? How are the default ingredients of the products automatically displayed […]Read More
4.72. How to Add Logo on Login Screen of SambaPOS?
You can add your logo to Login Screen of SambaPOS by following below step; Prepare a PNG format of your image, name it as logo and put it into the Images folder that can be found in the folder which SambaPOS is installed. You can find the folder that SambaPOS is installed in, by right […]Read More
4.74. How to Configure Partial Management Permissions for User Roles?
In this document it will be explained how to configure partial permissions for user roles. It’s possible to allow users to access only specific management parts of the system. Permissions Section; Main Menu > Manage > Users > Role List > Permissions > In here, set your general permission options. After completing necessary editings, click […]Read More
4.75. How to Configure Buy X Get Y Free Promotion
In this document, it will be explained how to configure Buy X Get Y Promotion. We will be using the promotion as Buy 6 Get 1 Free. How It Works; 1. Adding Product Tag Caption Main Menu > Manage > Settings > Program Settings > General Settings > Product Tag Captions > Here, […]Read More
4.77. How to Add Image to Customer Entity Type?
In this document it will be explained how to add a picture to your Customer Search Screen. After you finish this document you will see your Customer Search Screen as below; 1. Adding Custom Field to Customers Entity Type Main Menu > Manage > Entities > Entity Types > Select Customers Entity Type > […]Read More
4.78. How to Add Amount Discount Option on Payment Screen?
In this document, it will be explained how to add amount discount option on the payment screen. 1. Adding Amount Discount Transaction Type Main Menu > Manage > Accounts > Transaction Types > In here, click on Add Transaction Type. Account Transaction Name: Amount Discount Transaction Source Account Type (Debit): Receivable Accounts Target Account Type […]Read More
4.82. How to Limit Customer Account?
In this document it will be explained how to limit customer account. How It Works; 1. Adding Limit Custom Field Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields > Here, click on Add Custom Field button and name it as Limit. After editing necessary parts click on Save button. […]Read More
4.88. How to Configure Mark Ticket As Opened?
In this document it will be explained how to apply Mark Ticket As Opened configuration. This configuration is used to prevent a waiter to enter into a table while that table is opened in another computer. If you want you can determine on which terminal this configuration will be used on from the related Rule’s […]Read More
4.90. How to Create Tables On The Fly?
In this document, it will be explained how to create tables on the fly on SambaPOS. 1. Adding Entity Screen Main Menu > Manage > Entities > Entity Screens > Here, click on Add Entity Screen button. General Settings Section; Name: Instant Created Tables View Mode: Layout Entity List Section; Entity Type: Tables Mappings Section; […]Read More
4.92. How to Log Caller ID Calls?
In this document it will be explained how to log Caller ID calls on SambaPOS. How It Works; 1. Adding CID Show As Device on SambaPOS Main Menu > Manage > Settings > Local Settings > Devices > Here, click on Add button and select the CID Show as device > […]Read More
4.93. Replacing Service Charge Depending On Person Count
In this document it will be explained how to Replace Service Charge Depending On Person Count. How It Works; 1. Adding Service Charge Account Main Menu > Manage > Accounts > Accounts > Here, click on Add Account. Account Name: Service Charge Account Type: Sales Accounts After completing necessary editings, […]Read More
4.94. How to Export Customer List in Excel Format
In this document it will be explained how to export the Customer List in the Excel Format. 1. Adding Report Main Menu > Manage > Reports > Reports > Here, click on Add Report. Into the template field copy/paste below code group; [Customer List:3,5,5] >Name|Phone|Address {REPORT ENTITY DETAILS:E.Name,EC.Phone,EC.Address:(ET=Customers)} After completing necessary editings, click […]Read More
4.95. Item Based Discount on Ticket Screen
In this document, it will be explained how to apply item based discount on the ticket screen. How It Works; 1. Adding Order Tag Main Menu > Manage > Tickets > Order Tags > Here, click on Add Order Tag Groups. General Settings Section; Name: Discount Order Tag List Section; Click […]Read More
4.98. Printing Drinks to Different Printers According to Entity Screens
In this document it will be explained how to print drinks to different printers according to entity screens. 1 . Adding Custom Field to Tables Entity Type Main Menu > Manage > Entities > Entity Types > Tables > Custom Fields > Here click on Add Custom Field. Custom Field Name: Zone Default Value: […]Read More
4.100. How to Add New Product By Scanning Unknown Barcode
In this document it will be explained how to add new product by scanning an unknown barcode. 1. Adding Script Main Menu > Manage > Automation > Scripts > Here, click on Add Script. Name: Add Product By Barcode Handler: addproductbybarcode In here copy/paste the below script into the Script field; function addProduct(name, portion, […]Read More
5.1.1.a. How to Take Order to Table?
To take order to table, click on table from related Entity Screen. (Table View) Select category from Product Categories which is positioned in the middle of the order screen and add desired product to ticket by selecting among Products on the right side of screen. In order to sale multiple amount of same product, first […]Read More
5.1.1.b. How to Take Order to Customer?
For taking order to customer, search the customer from related entity screen and open ticket by clicking on Select Customer button. Select category from Product Categories which is positioned in the middle of the order screen and add desired product to ticket by selecting among Products on the right side of screen. It is possible […]Read More
5.1.1.c. How to Add Item to Ticket Faster by Using Item Name or Code?
Open a ticket in SambaPOS to take order by item name, barcode or item code. If you type any letters on keyboard, all the products which including those letters will be displayed. Click on related product and add it to ticket. If you write product code or barcode of a product on the keyboard and […]Read More
5.1.1.d. How to Change Item Price Instantly?
To change price of item instantly in SambaPOS, first you need to take an order to ticket. Use numberpad from right side of screen and write price of item which its price will be changed and then click on that product on the ticket field. If you click on Change Price button from left side […]Read More
5.1.2. How to Cancel, Gift or Void Items?
It is quite simple to perform necessary processes in SambaPOS in cases of selecting wrong item while taking order or void situation of an item by customer after submitting it. 1- Cancel Item Click on item which was selected by mistake while taking order and click on Cancel button from left side of screen so […]Read More
5.1.3.a. How to Move Table?
In order to move table on SambaPOS, click on the table that is desired to be moved and open the ticket and then click on Change Table button from left side of the screen. Click on the table that previous table is desired to be moved so that moving process will be finished. After moving […]Read More
5.1.3.b. How to Split Ticket and Move Item?
To split items, open related ticket and then select the items which are supposed to be moved. To move the items that are added to ticket more than one piece, click on item and select quantity by using (+) and (-) buttons. If clicked on Move button from left side of screen, system will move the selected items […]Read More
5.1.3.c. How to Merge Ticket and Table?
In order to merge table, select the table that will be merged and click on Change Table button from left side of the screen. In the entity screen click on the table that will be merged and then merging process will be completed. To merge table that has multiple tickets, click on tickets which will […]Read More
5.1.3.d. How to Add New Ticket to Table?
To add a new ticket to table, click on an open ticket and then click on Add Ticket button from left side of the screen. It is possible to take new orders for the new ticket, also possible to write note for the ticket. In SambaPOS it is possible to open unlimited tickets for a […]Read More
5.1.4.a. How to Add Service Charge to Ticket?
In restaurants some services could be charged as well, to add service charge into ticket go to payment page and click on Add Service Charge button. It is necessary to configure advance how to apply service charge on SambaPOS. You can configure it automatically or manually, fixed, rate from ticket amount, rate from person count […]Read More
5.1.4.b. How to Add Music Service to Ticket?
Click on payment screen to add music service to ticket. It is necessary to configure advance how to apply music service on SambaPOS. You can configure it automatically or manually, fixed, rate from ticket amount, rate from person count or rate from item count etc. Music service is displayed in sales account like in the […]Read More
5.1.5.a. How to Take Order in Fast Food Department?
In SambaPOS, to take order on Fast Food Department, click on Fast Food Department from bottom left corner of screen. When you click on Fast Food, it will directly open the ticket screen. Payment buttons which located bottom of the screen, become active when an order taken. When a payment type selected, orders will be sent […]Read More
5.1.6.a. How to Take Order in Delivery Service Department? How to Select Customer for Delivery Service?
Delivery Service entity screen which can be created automatically by configuration tasks, is like image in the below. To select a saved customer, write the name into customers column. Activate customer by clicking on name and then click on Select Customer button. Take orders into opened ticket. When you click on Close button customer information […]Read More
5.1.7. How to Write Note to Ticket and to Order?
To add ticket note in SambaPOS, open the ticket and then click on Ticket Note button from left side of the screen. Write desired note into the field that is opened on the right side of the screen and then click on Close button. After this process, ticket note will be displayed on note section […]Read More
5.1.9.a. How to Add Person Count to Ticket?
In order to select person count in SambaPOS, it is necessary to define already the person count as ticket tag. After opened the ticket, click on Person Count button from left side of the screen. Select the person count from right side of the screen. After selecting person count, it will be displayed in ticket […]Read More
5.1.9.b. How to add Covers to a Ticket
In this document, it will be explained how to add Covers to ticket according to Person Count. Couvert means a service that opened for a table in hotel/accommodation sector. It includes all essential things to be able to have a meal on the table. For some restaurants it requires charge for some services beside orders. Couvert […]Read More
5.1.9.c. How to Select Ordering Method to Ticket?
To select ordering method for the sales; 1.It is possible to select ordering method when ticket is opened. (It is necessary to determine used ordering methods advance) 2. It is possible to make change about ordering method later on too. Ordering Methods on End of Day ReportRead More
5.1.9.d. How to Select Customer to Table or to Ticket?
In SambaPOS to select customer for a ticket, open the ticket and click on Select Customer button from left side of the screen. Find previously saved customer by writing name into search field. If you select, the customer will be assigned to ticket. To add new customer to ticket, open the ticket, click on Select […]Read More
5.1.10.a. SambaPOS Accounting System
Credit and debit accounts are technically the same thing in SambaPOS. If you want a credit account, you make sure it always has a negative balance. If you want a debit account, you make sure it always has a positive balance. So, accounts with a balance between brackets are credit accounts and the other accounts […]Read More
5.1.10.b. How to Create Customer Account?
Creating Account for Existing Customer Go to Navigation > POS Menu > Customer Search in here write name of customer and make it active by selecting and then click on Edit Customer button. In the customer editing screen, click on Create Account button. After this process an account will be created for existing customer. Creating Account […]Read More
5.1.10.c. How to Debiting Customer Account?
It is necessary to create customer accounts to be able to track debit-credit-balance relations between restaurants and the customers. Create Account button must be activated either during the saving process of customer information or later on while editing it. Balance is transferred monthly, it increases as make sale, decreases as charged. For debiting or crediting customer, […]Read More
5.1.10.d. How to Charge Customer Account?
In order to charge customer account, go to POS Menu > Customer Search in here write name of related customer, select it and then click on Account Details button. Click on related payment type button to charge the account. Write desired amount to be charged into amount field and then click on Save button. So […]Read More
5.1.11.a. How to Take Weighed Order to Ticket?
Scale POS should be connected to computer through RS232 port. Weighed product amount on scale can be seen through order numerator of ticket screen. When the product to be ordered is selected, the quantity is multiplied by the product price and added to the ticket. If the scale is not connected, enter the weighed amount […]Read More
5.1.11.b. How to Take Barcoded Order to Ticket?
The codes (Department, Product Code, Weight) come when order was scanned by barcode scanner and those information is multiplied by the price by selecting the product over the order number and adds it to the ticket. Example: 27 00252 05234 1 27 Department number, indicates that the product is a weighed […]Read More
5.4.1. How to Print Bill?
To print bill in SambaPOS go to entity screen, click on related table. The tables which has opened ticket are colored in differently. Click on Print Bill button from left side menu. After this process, table color will be changed. There is another print bill option on the payment page. Click on Settle button in […]Read More
5.4.2. How to Get Basic Payment?
To get payment in SambaPOS, click on related table and open the ticket. Click on Settle button in the ticket. Content of ticket is displayed on the left side of the ticket. Middle of ticket is numberpad area. Digits on left side of this area is used both for banknotes and for writing the amount […]Read More
5.4.3. How to Get Payment From Open Customer Account?
Select related table and click on Select Customer button. In order to select a saved customer; write name of customer into search field, activate customer by selecting, click on Select Customer button so that customer will be added into ticket as an entity. In order to select a new customer; write name and other information […]Read More
5.4.4. How to Get Split and Item Based Payment?
In order to get splitted payment by using different payment types, open the related ticket and click on Settle button. To get some part of ticket amount in cash and the remaining amount by credit card, write the desired amount from numberpad and select payment type from right side. Repeat the same process for other […]Read More
5.4.5. How to Get Payment by Splitting Items or Ticket?
In SambaPOS, in order to get payment by splitting items or ticket, open the related ticket. Select the items that are desired to be splitted and then click on Move button from left side of the screen. When you click on Move button, system removes the selected items from ticket and creates a new ticket. […]Read More
5.4.6. How to Apply Percentage Discount?
In order to make percentage discount in SambaPOS, open the ticket, go to payment page by clicking on Settle button. Write the discount rate from numberpad and click on Discount % button which is located under the numberpad. By this process, system applies desired discount through ticket amount and it shows the details at the bottom […]Read More
5.4.7. How to Apply Rounding?
Open related ticket, go to payment page by clicking on Settle button. Write the fractional amount which is desired to be rounded from numberpad and click on Round button which is located under the numberpad. This process roundes the ticket amount and it shows rounding under the ticket. To cancel rounding process re click on […]Read More
5.4.8.a. Usage of Accounts
It is the menu that uniquely developed account system of SambaPOS is displayed. In here incomes and expenses are displayed and processed. You can get detailed information of account types that were created during the setup process. Sales Accounts Payment Accounts Discount Accounts Customer Accounts Restaurant Accounts Income Accounts Expense Accounts Service Accounts Tax Accounts […]Read More
5.4.8.b. How to Use Cash Register?
You can display Cash Register from Accounts menu on the SambaPOS navigation screen. It is used for recording expenses and incomes that has been made through cash incomes account. 1- Expense Accounts General Expenses Shopping Expenses Bill Payment Supplier Payment Restaurant Expenses For cash expenses, under the Expense Accounts tab, click on one of the titles which […]Read More
5.4.8.c. Customer Accounts Management
Customer Searching and Selecting Customer Account Details Getting Payment from Customer Getting Prepayment from Customer 1- Customer Searching and Selecting Write customer information in the Customer Search field and activate it by selecting. Click on Account Details button in order to see details of customer account transactions. Accounts > Customer Accounts > Select Customer […]Read More
5.4.9. How to Update Batch Price List?
Batch Price List is the place that you can change all product’s prices and portion prices of those products through a single screen. To update batch product, on navigation screen go to Manage > Products > Price List Editor. Write the new price by double clicking on the item that you want to change the […]Read More
5.5.1.a. How to Start Work Period?
Start work period process in SambaPOS is indicating starting time of working period. Before than this step, it is not possible to do any process (sale) on SambaPOS menu. For the restaurants that working through Network, it is enough to Start Work Period by authorised user. In order to Start Work Period, on the navigation […]Read More
5.5.1.b. How to End Work Period?
To be able to End Work Period in SambaPOS, it is necessary to close all of the accounts or need to transfer them to open account. To End Work Period in SambaPOS, on the navigation screen go to Work Periods menu. Click on End Work Period button. If desired, it is possible to add description […]Read More
5.5.3. How to Take Backup?
To take backup in SambaPOS, it is necessary to login with the password which has administrator authority. On the navigation screen, go to Manage > Settings > in here click on Database Backups link. In this field previously taken backups are displayed. First of all, it is necessary to configure the settings. Click on Settings […]Read More
5.5.4.a. Finding and Listing the Tickets
In SambaPOS to perform listing and searching ticket, searching item from ticket process go to navigation screen and click on Tickets menu. In the Tickets menu, from drop-down list, select Open Tickets Only option. You can list tickets by selecting desired entity types such as; All Tickets, Ticket Number, Ticket Id, Ticket Note, Customer, Table, Deliverer. […]Read More
5.5.5.a. An Overview of Basic Reports
In order to check reports in SambaPOS, you need to login with authorised user password after that go to Reports menu from navigation screen. Note: Reports and Statements are different things. Report: Data is used for getting result within the framework of previously created criterias. Fixed Statement: Data is used for detailed listing according to process […]Read More
