Author: Nizamettin
5.5.5.b. What is Work Period Report? How to Analyze?
1- Work Period Report Work Period report is the most comprehensive report. By Work Period Report financial functionings of restaurant is reported. Report info titles of work Period Report are; Sales Incomes General Information Payment Details User Based Sales User Based Payment Details Read More
5.5.5.c. What is Item Sales Report? How to Analyze?
In the standard item sales report, it shows quantity based of item’s amounts and sales rates as percentage. Product Group Based Sales: Field that sales price and rates of items can be displayed based on category, group code. Product Group Based Quantities: Field to display quantity/unit based rates of items according to their categories or […]Read More
5.5.5.d. What is Cash Transactions Report? How to Analyze?
Sales Incomes It is the total gross income block that provided by item and service sales of restaurant. Out of Sales Incomes and Customer Account Incomes Out of sales incomes and customer account incomes ( prepayment etc.) Income Totals It is the report that shows sales incomes, out of sales incomes, prepayments totals. Expenses Cash […]Read More
5.5.5.e. What is Inventory Report? How to Analyze?
Inventory Report: It shows instant warehouse inventory status, inventory name, inventory level and item unit information.Read More
5.5.5.f. What is Inventory Transaction Report? How to Analyze?
It reports the transactions between desired date ranges. It shows the warehouse purchasings transactions. It reports under two main titles; Purchase By Groups Purchase By Item Columns are listed as; item name, purchase amount, unit price.Read More
5.5.5.g. What is Cost Report? How to Analyze?
SambaPOS makes cost calculation according to selected date ranges. Between selected date’s current inventory is reported under the item, cost, sales price and rate columns. Tracking Inventory Items; after creating recipes for desired products and making inventory purchases, the cost generates automatically. In SambaPOS, there is no need to include % rates about losts. (This […]Read More
5.5.6.a. How to Analyze Statements? How to Save in Different Format?
In SambaPOS, data can be analized in two ways; Reports Statements Basically there is functioning difference between them. Statement: Basically it means a definite or clear expression of something. 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 […]Read More
5.5.7.a. General Features of Warehouses
Go to Navigation > Warehouses. Inventory movements of the products which has been sold after starting work day are displayed, managed and tracked in this menu. Warehouses Screen: It shows current Warehouse inventory status. Display Cost Screen: It shows current item costs. Purchase Screen: Warehouse purchases are made in here. Note: In warehouses menu, it is possible to […]Read More
5.5.7.b. How to Purchase Item Into Inventory?
Inventory Purchases (Entry) Operations: For inventory purchase operations, on the navigation screen go to Warehouses > Purchase Note: In the warehouses menu, it is possible to display only inventory purchases that has been made after last started work day. To select different working periods for inventory purchase, you can use Product Purchase Report from the Reports […]Read More
5.5.7.c. How to Check Inventory and Product Costs?
In order to display inventory and product costs, go to Navigation > Warehouses > in here click on Display Cost button. Note: In the warehouses, it is possible to display only cost status of products and inventories after Start Work Period process. If desired to display cost of different working periods, go to Navigation > Reports […]Read More
5.5.7.d. How to Count Warehouse Inventory?
In order to count inventory, it is necessary to End Work Period. After ending work period go to Manage > Inventory > from here click on End of Day Records. Each end work period process creates end of day documents in the inventory records. These documents show inventory amounts between Start Work Period – End […]Read More
5.5.8.a. How to Activate License? (Unregistered Trial)
SambaPOS License is used for only single database. It is not possible to perform licensing process for multiple databases. In case of changing or moving the database, it has to be re activated. Unregistered Trial Mode: It is written Unregistered Trial Mode on the top left corner if SambaPOS License is not activated. Also program […]Read More
5.5.9. Usage of User Control Panel cp.sambapos.com
Document Index 1- Login 2- Password Reminding 3- User Portal 4- Purchasing Product from Store 5- Clear Key 6- Settings 7- Logout 1- Login Users can login cp.sambapos.com account by approved e-mail address and password. User e-mail and password is also license e-mail and password. Password will be sent to user’s e-mail address after creating a user […]Read More
6.1. How to Configure Payment Sense (Pay At Counter) Settings?
Requirements Sign PaymentSense agreement. Receive Ingenico device from PaymentSense. You need to have SambaPOS V5 Pro license. Add SambaPOS PaymentSense Integration license into your license account from cp.sambapos.com License is FREE. Download PaymentSense Pay At Counter Gateway Exe. PaymentSense Pay At Counter Gateway Exe Windows Firewall Settings Please deactivate all […]Read More
6.2. How to Configure Payment Sense (Pay at Table) Settings?
Requirements Sign PaymentSense agreement. Receive Ingenico device from PaymentSense. You need to have SambaPOS V5 Pro license. Add SambaPOS PaymentSense Integration license into your license account from cp.sambapos.com License is FREE. Download PaymentSense Pay At Table Gateway Exe. http://sambapos.com/?wpfb_dl=198 Windows Firewall Settings Please deactivate all third party internet security services […]Read More
6.3. How to Setup GloriaFood Online Ordering Integration Module?
This product is no longer supported. You can click on here for the new version. 1. Before Installation 1.1. Hardware, Operating System and SambaPOS Requirements 1.2. About Online Order Integration Module License 2. Online Order API Activation 2.1. Creating API on Online Order 2.2. How to Configure API Settings and Activation on Gloria Food Website. 3. […]Read More
6.4. How to Setup RestaJet Integration Module?
In this document it will be explained how to setup RestaJet Integration on SambaPOS V5 Pro. 1. Before Installation 1.1. Hardware, Operating System and SambaPOS Requirements Windows 10 or above Windows Operating System, Latest version of Microsoft MSSQL Server version, SambaPOS 5.2.26 or above version. Should be started with these configurations. 1.2. About RestaJet Module […]Read More
6.5. OpenEdge Integration
In this document, it will be explained how to apply OpenEdge Integration for SambaPOS V5 Pro. 1. Configuring Custom Navigation Screen Main Menu > Manage > Settings > Program Settings > Maintenance > here, create custom navigation screen buttons by clicking on Create Default Navigation Buttons. After completing necessary editings, click on Save buton. After […]Read More
6.12. International Bancard Integration
In this document, it will be explained how to apply International Bancard Integration for SambaPOS V5 Pro. 1. Configuring Custom Navigation Screen Main Menu > Manage > Settings > Program Settings > Maintenance > here, create custom navigation screen buttons by clicking on Create Default Navigation Buttons. After completing necessary editings, click on Save buton. […]Read More
6.14. PaymentSense Dojo Integration
In this document, it will be explained how to apply PaymentSense Dojo Integration for SambaPOS V5 Pro. 1. Moving Related DLL Files to Root Folder of SambaPOS You need to move the below DLL files while the SambaPOS is completely shut down from the PaymentController folder (which can be found in the folder that SambaPOS […]Read More
6.15. How to Implement takeaway.com Integration?
In this document, it will be explained how to configure takeaway.com integration. Country List of Integration takeaway.com Integration works on the below mentioned countries; Netherland > thuisbezorgd.nl Switzerland > just-eat.ch Denmark > just-eat.dk France > just-eat.fr Norway > just-eat.no Austria > lieferando.at Germany > lieferando.de Poland > pyszne.pl Belgium > takeaway.com – België Romania > takeaway.com – Roemenië Bulgaria > takeaway.com – Bulgarije Portugal > takeaway.com […]Read More
6.20. Global Payments Integration
SambaPOS V5 Pro Global Payments Integration Guide This guide provides step-by-step instructions on how to integrate Global Payments into SambaPOS V5 Pro. 1. File Preparation Navigate to This PC > Local Disk (C:) > Program Files (x86) > SambaPOS5 > Payment Controller. Copy the following files: Samba.Modules.GPIPaymentController.dll Samba.Modules.PaymentOperations.dll Paste them into This PC > Local […]Read More
6.23. How to Setup Jetrik QR Menu Configuration?
In this document it will be explained how to setup Jetrik QR Menu Configuration. 1. Jetrik QR Menu License Purchase You need to purchase the Jetrik QR Menu license from your cp.sambapos.com account’s Store Section. 2. SambaPOS License Activation Jetrik QR Menu is activated under the SambaPOS V5 Pro Main License. SambaPOS […]Read More
6.25. How to Integrate SambaPOS With Jetrik?
In this document it will be explained how to integrate SambaPOS with Jetrik. 1. Settings to Handle on SambaPOS 1.0. Determining Server PC For All Go Orders Since all orders received via Go Order will work on a special Entity Screen, they can work on different users/terminals you want. However, the computer on which […]Read More
6.26. Worldline TIM Integration (Switzerland)
In this document, it will be explained how to apply Worldline Integration for SambaPOS V5 Pro. IMPORTANT NOTE: In order to use this integration your SambaPOS version must be 5.7.14 or above. How It Works; 1. Providing Worldline Device You need to get in touch with Worldline company to get the […]Read More
6.29. Go Order GloriaFood Integration
In this document it will be explained how to handle Go Order GloriaFood Integration. 1. Before Installation 1.1. Hardware, Operating System and SambaPOS Requirements Windows 10 or above Windows Operating System, The latest version of Microsoft SQL Server, SambaPOS 5.7.14 or above version. Should be started with these configurations. 1.2. About Online Order […]Read More
6.30. Adding The Quest Operations As New Module
Hello in this document it will be explained how to handle Quest Operations as new module. 1. Setting Up the Custom Navigation Screen Go to Main Menu > Manage > Settings > Program Settings > Maintenance. Click Create Default Navigation Buttons and save your changes. Enable custom navigation in Main Menu > Manage > […]Read More
6.31. Quest Payment Integration
In this document it will be explained how to handle Quest Payment Integration on SambaPOS. Payment Operations – First of all, while SambaPOS is completely shut down, move the QuestController.dll file into the SambaPOS5 folder that was in Program Files(x86). – Don’t forget to fill Pos Gateway ID and POS ID in Local […]Read More
6.34. How to Assign and Configure Dejavoo License in SambaPOS
This detailed step-by-step guide will walk you through assigning and configuring the Dejavoo payment module in SambaPOS. Follow each section carefully to ensure proper setup. Before Starting; To use SambaPOS Dejavoo Integration, you must upgrade your SambaPOS version to at least 5.7.22 If you are using a lower version, please upgrade as soon as possible. […]Read More
6.42. Dejavoo Manual Controller
This detailed step-by-step guide will walk you through assigning and configuring the Dejavoo Manual Controller payment module in SambaPOS. Follow each section carefully to ensure proper setup. Before Starting; To use SambaPOS Dejavoo Integration, you must upgrade your SambaPOS version to at least 5.7.22 If you are using a lower version, please upgrade as soon as […]Read More
8.2. metriK for SambaPOS Setup
Document Index Downloading Application Signing Up Logging In Installing SambaPOS Connect Synchronizing the metriK App with the SambaPOS Accessing to Personal and Restaurant Info In App Features 1. Downloading Application You can download the metriK app from App Store for iOS devices or from Google Play for Android devices, for free. 2. Signing Up […]Read More
8.4. CAS ER Scale Setup
In this document it will be explained how to configure Cas Er Scale on SambaPOS V5 Pro. 1. Installing Scale Module Go to Main Menu > Samba Market > Scale Module > Click on Install button and restart SambaPOS V5 Pro. 2. Adding Cas Er Scale as Device Main Menu > Manage > Settings > Local […]Read More
8.5. Android Caller ID Mobile Application
In this document, it will be explained setup and usage of Android Caller ID Application. By using Android Caller Id Application, you will be able to redirect the incoming calls of your mobile phone to SambaPOS just like using a normal caller Id device. You can track the customers who called you and get their […]Read More
8.6. SambaPOS GO Kiosk Setup
This product is no longer supported. You can click on here for the new version. In this document, setup process of SambaPOS GO Kiosk which belongs to SambaPOS GO product family will be explained. System Requirements; 1. You need to have SambaPOS GO Kiosk license in the same account that you have SambaPOS V5 Pro […]Read More
8.6.1. SambaPOS GO Frequently Asked Questions
This document includes answers of frequently asked questions for SambaPOS GO Kiosk product. 1. I Added New Product How Can I Send It To Kiosk Device? When you make any change on SambaPOS side, in order to apply this change to Kiosk Device, you need to follow below mentioned steps. a) Re-Sending the Menu […]Read More
8.7. SambaPOS GO Tablet Setup
This product is no longer supported. You can click on here for the new version. In this document, setup process of SambaPOS Go Tablet which belongs to SambaPOS GO product family will be explained. System Requirements; 1. You need to have SambaPOS GO Tablet license in the same account that you have SambaPOS V5 Pro License. […]Read More
8.8. Avery Berkel Scale Setup
In this document, it will be explained how to setup Avery Berkel brand scale with SambaPOS. 1. Installing Scale Module on Samba Market You need to install Scale Module on Samba Market and restart the SambaPOS. Main Menu > Samba Market > Click on Install button in Scale Module Part. After installing the scale […]Read More
8.9. How to Configure SambaPOS KDS?
In this document it will be explained how to configure SambaPOS KDS. System Requirements; 1. You need to have SambaPOS KDS License in the same account that you have SambaPOS V5 Pro License. 2. It is necessary to purchase SambaPOS KDS License as much as device counts to be used. 3. SambaPOS KDS works only […]Read More
8.10. SambaPOS Mobile Client MC3 Setup
In this document, it will be explained how to setup SambaPOS Mobile Client MC3 product. IMPORTANT NOTE: In order to use SambaPOS Mobile Client MC3, you need to have minimum SambaPOS 5.5.0 version installed on your computer. 1. Before Setup 1.1. SambaPOS Setup1.2. SambaPOS Mobile Client License1.3. Activation 2. Mobile Device Setup and Settings 2.1 […]Read More
8.11.1. How to Setup metrik V2 for SambaPOS
Document Index SambaPOS Metrik License Purchase Downloading Application Downloading Metrik V2 Setup and Installation SambaPOS Messaging Server Settings Windows Server Settings Adding pda User and Application on SambaPOS Determining Reports to be Displayed on SambaPOS Metrik V2 Logging In to SambaPOS Metrik V2 Access to User and Restaurant Details Adding New User to […]Read More
8.11.2. How to Add and Remove User for SambaPOS Metrik V2
In this document it will be explained how to Add/Remove Users for SambaPOS Metrik V2. 8.11.2.a. Adding New User to MetriK V2 You can add a new user to Metrik V2 on your cp.sambapos.com account’s Metrik V2 Section, by clicking on New User button which can be found on your cp.sambapos.com account’s left side […]Read More
8.12. CAS PDN Scale Setup
In this document, it will be explained how to setup CAS PDN brand scale with SambaPOS. How it works; Important Note: In order to list CAS PDN Scale Device under the SambaPOS > Devices section, your SambaPOS version must be 5.6.4 or above. 1. Installing Scale Module on Samba Market […]Read More
8.13. How to Configure Time Clock Module?
In this document it will be explained how to configure Time Clock Module which comes along SambaPOS 5.7.0. version. How It Works? 1. How to Activate Time Clock Module? After you download and install the SambaPOS 5.7.0. version from the Navigation Screen you need to click on TimeClock section. 2. Settings […]Read More
8.14. SambaPOS GO Kiosk V2 Configuration
In this document it will be explained how to configure SambaPOS GO Kiosk V2 version. System Requirements; 1. You need to have SambaPOS GO Kiosk license in the same account that you have SambaPOS V5 Pro License. 2. SambaPOS GO Kiosk V2 works on Windows and Android Based computers. 3. It is necessary to purchase […]Read More
8.16. Datalogic Magellan Scale Configuration
In this document, it will be explained how to configure Datalogic Magellan Scale on SambaPOS. Important Note: In order to use Datalogic Magellan Scale Integration you need to have minimum SambaPOS 5.7.12 version. 1. Installing Scale Module on Samba Market You need to install Scale Module on Samba Market and restart the SambaPOS. Main Menu > Samba […]Read More
8.18. SambaPOS GO Tablet V2 Setup
In this document, setup process of SambaPOS Go Tablet V2 which belongs to SambaPOS GO product family will be explained. System Requirements; 1. You need to have SambaPOS GO Tablet license in the same account that you have SambaPOS V5 Pro License. 2. SambaPOS GO Tablet application works on Tablet devices which have 7 inches […]Read More
8.19. How to Configure SambaPOS KDS V2?
In this document it will be explained how to configure SambaPOS KDS V2. System Requirements; 1. You need to have SambaPOS KDS License in the same account that you have SambaPOS V5 Pro License. 2. It is necessary to purchase SambaPOS KDS License as much as device counts to be used. 3. SambaPOS KDS […]Read More
8.20. Wintec Scale Setup
In this document, it will be explained how to setup Wintec brand scale with SambaPOS. How it works; Important Note: In order to list Wintec Scale Device under the SambaPOS > Devices section, your SambaPOS version must be 5.7.22 or above. 1. Installing Scale Module on Samba Market You need to […]Read More
9.1.1. Custom Report Templates
Main Menu > Manage > Reports > Add Report > Add this Custom Report Template inside report. Custom Report 1 [Table 1:1,1] >Sub Row 1| Cell 1|Cell 2 Cell 3|Cell 4 This is what each template line displays. Formatting Tables When you add a Table Section all lines added under that section will appear as a table […]Read More
9.1.2. Creating Custom Reports with SQL
Adding SQL Scripts You can display result of an SQL Script in custom reports. If SQL Scripts returns a single value you can use it as a cell value. If it returns multiple values that will be formatted as a table row. In other words SQL result will be converted to a list where each […]Read More
9.1.3. Custom Reporting Tags
It is possible to prepare any type of reports with SQL and display results as a Custom Report. Alternatively you can use Custom Report Tags to prepare reports. If you need more information about preparing a custom report you can review tutorial below. http://forum.sambapos.com/t/new-how-to-use-custom-reports-module-1-0/2142 Introduction Basically there are four types of tags. DETAILS TAGS These […]Read More
9.1.4. Custom Reporting Tags for V5
Here are new custom report tags implemented for V5 REPORT ENTITY DETAILS Reports details for Entities Field Description E.Id Entity Id E.EntityTypeId Entity Type Id E.Type Entity Type Name E.AccountId Account Id E.Balance Entity Balance EC.<custom field> Custom field value for <custom field> REPORT ENTITY DETAIL Does same thing with REPORT ENTITY DETAILS but this […]Read More
9.1.5. Creating Accounting Reports with Custom Reporting Tags
Creating Accounting Reports with Custom Reporting Tags Using Custom Report Tags Custom reports contain some tags useful for preparing reports easily. These tags work same as Printer Template Tags but the difference is these tags will display values from selected date range, or date range from active work period if used out of report module. […]Read More
9.1.6. Custom Report Pivot Table Views
Pivot tables are useful to create different views of data easily for better analyzing data. Preparing a Sample Report You can create a simple Orders report by using this custom report template. [Orders:1,2,1,1] >Item Group|Item|Quantity|Total {REPORT ORDER DETAILS:O.ItemGroup,O.MenuItemName,O.Quantity,O.TotalPrice} This report will list all orders we’ve placed inside selected date range. Converting Report to a Pivot Table Pivot […]Read More
9.1.7. Custom Report Table Views
Introduction You can convert a Custom Report to a Table View for more sorting, filtering, grouping or data analyzing features. Adding # char in front of a table name converts report to a table. This is a simple custom report that lists tickets in date range. In here it is used this Custom Report Template to generate that report. [Tickets:1,1,1,1] >Ticket […]Read More
9.1.8. Custom Report Viewer Widget
You can add custom reports inside a Custom Entity Screen by using a Custom Report Viewer Widget. After adding widget in custom entity screen click Settings context menu item to edit settings. You can select a custom report from Report Name combo box. Setting a Border for report or changing Zoom Ratio is also possible. For using Setting Mappings feature you can review Custom Report Widget […]Read More
9.1.9. Custom Report Filtering and Grouping
Basic Use This is the basic structure of a custom report. This report lists order lines of tickets. Adding quantity column to report; Adding quantity summary; Filtering You can filter items by Menu Item Group. You should use (MG=x) expression for that. This report will display only Breakfast items. Another report will be added to […]Read More
9.2.2. Creating Item Sales Report by Using Product Tag
1. What is Item Sales Report Based on Product Tag Groups? 2. Creating Product Tag Captions 3. Grouping Products by Tagging 4. Creating New Report 1. What is Item Sales Report Based on Product Tag Groups? Product Sales Report Based on Product Tag Group: In default SambaPOS settings Product Sales Report is created according to group […]Read More
9.3. How to Create Void and Gift Report?
Go to Navigation > Manage > Reports > Reports from here click on Add Report link. Name: Field to write name of report. (For example; Void and Gift Report) Page Size: Field to set page size. (In the example; 600 px) Display in Report Explorer: Activate it by selecting the box. Template: Copy the code below into template field. […]Read More
9.4. How to Create Item Group Sales Report According to Ticket Type?
In order to create item group sales report according to ticket type, go to Manage > Reports > Reports from here click on Add Report link. Name: Field to write name of report. (For example; Item Group Sales Report – According to Ticket Type) Page Size: Field to set page size. (In the example; 500px) Display […]Read More
9.5. How to Create Open Tickets Report for SambaPOS Metrik V2?
In this document, it will be explained how to create Open Tickets Report for SambaPOS Metrik V2. Main Menu > Manage > Reports > Reports > Add Report > In here, copy below code group and paste it into Template area of the new report as shown in the below image and then click on […]Read More
9.8.1. Remaining Balanced Customers Report
In order to create remaining balanced customers report go to Manage > Reports > Reports from here click on Add Report link. Name: Field to write name of report. (For example; Remaining Balanced Customers) Page Size: Field to set size of page. (In the example; 500px) Display in Report Explorer: Activate it by selecting the box. Template: Write Remaining […]Read More
10.0. How to Handle Licensing for Neptune
In this document it will be explained how to handle licensing process for Neptune. Regarding licensing on CP, you need to create separate accounts for each location with a different email addresses. This email address must be actively used real email address. Right after creating the account on cp, you will receive an Activation Email. […]Read More
10.1. How to Setup Neptune?
In this document, it will be explained how to setup Neptune. 1- Login Go to http://neptuneadmin.sambapos.com/en/signin website login with your SambaPOS license email address and password by selecting the Root User option. This process will take quite a long for the first time. You don’t need to worry. Once the process is completed you will […]Read More
10.2. How to Use SambaPOS Neptune?
This document will help with the answers of below qestions. How to add products to Neptune? How to add products to the Neptune Menu? How to add inventory in Neptune? How to add inventory semi product in Neptune? How to create order tags in Neptune? How to add a recipe in Neptune? How to add […]Read More
11.1. How to Resize Barcode
After SambaPOS 5.7.12 version, we can resize the Barcode image that we will create in HTML design. For this, we can size the Barcode by entering 2 different values with a semicolon after the value at the end of the <BAR> and <BAR13> tags. <BAR>{BARCODE};x;y <BAR13>{BARCODE};x;y x: Barcode height must be an integer between 1-100 […]Read More
11.3. Reg Ex Usage
It is used for editing Phone Format about Caller ID setup. =[^0-9]+([0-9-\s]+) Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields > Phone > Here, select Mask Type as Reg Ex and paste =[^0-9]+([0-9-\s]+) phrase into Default Value field. Read More
11.5. How to Resolve Invalid Class Error?
In this document it will be explained how to resolve the Invalid Class Error. You can try to resolve the Invalid Class Error with 4 different methods. Method 1: This problem may be caused by the Windows Management Instrumentation (WMI) service not being started, being corrupted or disabled. To check if the WMI service […]Read More
11.12. Not Being Able to Display Large Numbers in Metrik Dashboard
There may be cases where the Dashboard does not open even though all other reports are opened after the figures to be displayed in the Metric Dashboard exceed the Million level. This situation can be solved by downloading the Import file below and importing it from the Management section. Download the file below and extract […]Read More