Clear Form

Overview: This form voids transactions.

Security: Use the Configuration Form to set who can use this function. e.g. only "Managers" and above can void transactions.

Just hit the trash can beside the transaction you would like to void. The amount is set to zero but a record of the transaction is left on the system so you can do some honesty checking.

[Finish Clear] Returns to the Main Form to continue.

Administration Options

Overview: The form gives access to to regular tasks and configuration options.

Security: Use the Configuration Form to set who can use this function. e.g. only "Managers" and above can access the features on this form.

[Staff Change Reconcile] Compare the sales rung up on the cash register with the money in the cash draw. This is an "as-you-go" function that is ideal for staff change over and spot checks. Also referred to as a "x read"

[Night End Reconcile] The same as above but when you close the form it clears the transactions from the cash register. Normally only used at the end of the business day. Also referred to as a "z read".

[Stock Take and Ordering] Opens to another menu where you can enter stock take data, print stock take sheets and print or preview orders to wholesale suppliers.

[Reports] View or print Sales Summaries, past Reconciles and details of Sales Dockets.

[System Config] This opens the main configuration form for the system. Use it to enter your business details, set security levels for different functions, activate your purchased software, choose different background, select pop-draw COM ports, Receipt setup and Country format selection.

[Product LIst Edit] Add, remove and edit products. Products are the raw ingredients that make up a "button" on the cash register.

[Button Keys Edit] Add, remove and edit buttons.

[Menu Keys Edit] Add, remove and edit Menu keys. Each menu can have up to 36 buttons. You can set the menu to rotate to another menu each time you press it.

[Staff Edit] Add, remove and edit Staff details on the cash register. You can setup each staff member with a "Till Name", password and security level. Staff open a docket and ring up sales by hitting their name on the Main screen.

[Stop] Returns to the Main Screen.

Configuration Form - Business Details

Overview: This form Sets up your business name and owner's security till name and password.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Owners" can configure the system.

[Business Name] This is the business name set in this field must match exactly that which is supplied to Nuevo Software when you leave the trial period and purchase the software. The Business Name and Activation code (when purchased) form a matched pair.

[Owner's Till Name] You can choose anything you like here but you MUST remember it. It is highly recommended you set this up in case you lock yourself out of the program by altering the Access Security Levels. Other people can be set to "Owners" security level in the "Staff Edit" form. Make sure you lock that down as well with a high security level if others might try and override their own security settings.

[Owner's Password] Matched to the above Owner's Till Name will allow you access to any function or form on the cash register regardless of how high its security has been set.

Configuration Form - Backgrounds

Overview: Change the cosmetic look of the cash register.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Owners" can configure the system.

[Theme Titles] Click on the button next to a Theme Name to implement that background. You will be jumped back to the Main Screen to see how it looks. Maybe go back to the Configuration Form to try another one

It is possible to set up your own custom background using any .jpg format image. There are instructions on the form.

Configuration Form - Access Security Levels

Overview: This form restricts access for some functions and forms. Users that have an appropriate security or above are allowed access.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Owners" can configure the system.

[Access Security Level] Tick the appropriate Security Level for each function or form. Only users who are set at that security level and above can access that function. eg. if you set "Clear Transactions" to security level "Manager" then only users who have security level "Manager" or "Owner" will be allowed access to that form or function. You can set users security levels in "Staff Edit". Don't forget to give them a "Till Name" and "password" as well.

Warning: Make sure you have set up an "Owners Till Name" and "Owners Password" before you change the "TouchPOS Configuration" or the "Administration Options" forms' security settings - you may lock yourself out of the system otherwise!!

Configuration Form - COM port Pop Draw Setup

Overview: Changes and tests the COM port used to send an electronic impulse to the trigger mechanism for the pop cash draw.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Owners" can configure the system.

[Communication Port] Select COM 1 or COM 2

[Test Pop Draw] Sends a test electronic impulse to the selected COM port and then to the trigger mechanism of the pop draw. Try both ports to see which one you have the pop draw plugged into. The draw springs open if you are successful.

You can ignore all of this if you are using a manual cash draw.

Configuration Form - Receipts

Overview: Setup up the information on the head of printed receipts.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Owners" can configure the system.

[Receipt Display 1] You can set anything in these fields for display on the printed receipt but normally you would put your business name here.

[Receipt Display 2] The second line of the receipt. Perhaps you would put "Tax Receipt" or some formal requirement.

[Receipt Display 3] The third line of the receipt. Again, maybe put something like your Business Number or contact information.

Note: some countries require a particular wording and information on receipts that are used for business and tax purposes.

Configuration Form - Software Activation

Overview: This form is used to enter the software Activation Code and display the End User Licence Agreement

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Owners" can configure the system.

[Activation Code] Once your trial period (1 month) expires you will need to purchase a licence to continue using the software. Nuevo Software will issue you an "Activation Code" which is a long string of letters and numbers. Cut and Paste that exactly as is into this field. Nuevo Software will ask you for a "Business Name" to pair with the Activation Code. Both are needed for the software to work and must be exact.

[End User Licence Agreement] These are the legal conditions you agreed to when you installed the software for the first time. You can scroll down to see the whole document.

Configuration Form - Tax and Country

Overview: Use this form to specify Taxation information and Country specific currency formats.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Owners" can configure the system.

Naming a Tax and entering its percentage of sale price allows automatic calculation of the tax components when you enter products. You may also manually change the tax component on specific products in the Product Entry form. If Tax information is specified then it will print on receipts as well.

[Tax 1 Name] The name of the tax that applies to sales. E.g. "Sales Tax", "State Tax", "Uniform Local Tax","GST", "VAT" etc.

[Tax as % of Sales Cost] Enter the appropriate number. e.g. "0.1" for 10% tax.

[Tax 2 Name] As above. In some place more than one tax applies to the sale of goods. Enter the appropriate percentage of tax on the right.

[Tax 3 Name] As above. Up to three types of tax maybe specified. Enter the appropriate percentage of tax on the right. Just leave blank as appropriate if not needed.

[Select Country Format] Different countries have different formats of notes and coins. e.g. the USA and Canada have 25c coins where as Europe and Australia use 20c coins instead. They also use different currency symbols. If your country isn't there then pop us a note to support@nuevo.com.au and suggest we make one up for you.

Button Entry

Overview: Create or modify buttons on the cash register. Either simply with a name, price and home menu or link back in to more powerful tax, margins and product recipes.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Managers" and above can alter buttons.

Buttons can either simply register a sale and price for an item or be linked back to component products. The position of the button, colour and wording can be configured. The system can combine portions of up to five raw products to calculate the "base cost" of selling this unit versus the price we sell it for. The comparison gives us the margin and percentage of mark up for each unit sold and leads to a richer report of daily sales in the report section.

[Button Name] The text as it will be displayed on the button. Click on the sample button after any changes to see how it will display.

[Menu] Select the menu that will display this button. You can change which menu displays the button at any time to make logical and easy selections.

[Showing/Active] You can make the button invisible temporarily on the menu by un ticking this option. This is great for weekly specials or sales where the button is only useful for a specific period each week or month.

[Key Text Colour] Represents three pairs of numbers that, in turn, represent red, green blue. Changing the numbers changes the colour of text on the button. Click on the sample button after a change to see the result.

[Item Name] This is how we know this sale item in our system. It can be longer and more accurate than the Button Name and is displayed on Reports.

[Bar Code] This is included because we intend to add bar code reading to the system at a later date. It is not a functional feature as yet.

[Price] The sale price for this item. Notice that when you change the sale price the system recalculates the component cost, margin and markup.

[Total Component Cost] The sum of all the components (in the sale items recipe). This gives us what it costs us to offer this item for sale.

[Margin for this Item] The amount of mark up on the item.

[Mark Up %] The amount of mark up expressed as a percentage of the raw cost of this item to us.

Recipe

The Recipe is a combination of all the component products that are used to make up this sale item. e.g. a Gin and Tonic would have a "Gin" component and "Tonic" component. If we wanted to be more exacting we could also add the slice of lemon as a component, the labor to put the drink together(expressed as units of time), the cost of washing the glass, the straw etc. Its up to you as to how detailed you want to be. Just add each component as a "Product" in the product entry menu. In the recipe section select each component product from the drop down list and how many measure units (MLS) of each component went into making up this sale item (button).

[Add / Remove Component Products] Takes you to the Product Entry form. You might need to close the Button Entry form and open it again to make any new products you've just added available.

[Button Search] Quick find a button that you would like to alter. You can search on name or partial name of the button.

Menu keys

Overview: Add, delete and edit Menu Keys. Set how the Menu Keys rotate with multiple presses.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Managers" and above can alter Menu buttons.

[Menu Column Position] Select which of the five menu button positions you would like to edit.

[Menu Name fields] Enter the name of the menu button as you would like it to display on the cash register. Use the drop down menu to its right to link it's rotation to another Menu Button. To stop rotation of menu buttons just link it to its self.

[Stop] Returns to the Administration Options Screen.

Note: You need to close and open the form if you want to link to other menu buttons that you have created in this session. They won't appear on the list until you do that.

Product Entry

Overview: Add, delete and edit Products. Allows for calculating Landed Unit Cost (LUC) and cost per basic measure. These power features allow margin and markup calculations in the Buttons Entry form.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Managers" and above can add, remove and edit products.

[Product] The name of the product on our system.

[Size Desc.] The size of a delivered unit of the product. Used for ordering from suppliers so basically how they describe it. e.g."700ml", "2.5kg", "15ozs" etc.

[Unit Type] Again how the supplier would describe the container a basic unit of the product would be delivered in. eg. "Bottle", "Punnet", "Gross", "Bag" etc. You can add more unit types with the button underneath.

[Supplier] The wholesale supplier for this product. Links into order forms and stock control. You can add more suppliers with the button underneath.

[Product Type] This is our category of product on our system. Decide how to break down your products into convenient groupings. This also forms the groups on order sheets and stock take sheets. eg "Spirits", "Beers", "Dairy", "Computer Supplies", "Stationery" etc. You can add more product types with the button below.

[Venue ID] You might be using Nuevo TouchPOS in more than one venue. Each venue may have its on par level (amount needed on hand) for each product. Select the Venue ID of the venue that this particular product information applies to. You can add more Venue information with the button below.

[Par Level] The number of units of the product we would ideally like to have on hand. The Par Level is used to work out how many units are needed on an order to a supplier. The stock take figure for the product is deducted from the Par Level to give the number of units to order. Set your Par Level so you are not likely to run out of stock.

[Active] If this box is ticked then the product is included on stock take sheets and orders. Untick this if you would temporarily like to ignore this product.

[Find A Product] A quick way to search for a particular product to edit.

[Enter from Supplier Invoice] A handy tool for quickly calculating the Landed Unit Cost and Cost per base measure of a product. Use the Suppliers invoice, punch in the four pieces of information requested and the system will calculate the rest for you. The labels "Mls/bottle", "Bottles/Case", "Number of Cases" are examples of the type of units and groupings you would find on the invoice. Substitute the number of base measure units per product unit, the number of product units per bulk delivery container and the number of bulk delivery containers on this particular invoice.

[LUC] The Landed Unit Cost is the raw cost of having one product unit end up on our shelves for sale. It can include the cost of the raw materials, delivery and taxes. The invoice calculator tool on this form will make working this out easy.

[Unit in MLS] The number of basic measure units contained in one unit of the product. The invoice calculator tool on this form will make working this out easy.

[Suppliers Stock code] Usually listed on the suppliers delivery invoice or in their stock catalogue. Used on our outgoing order forms to the supplier so they know exactly what you are ordering.

[Barcode Unit] This is included for future versions of the program that will use barcodes. Most units of a product will, these days, be packaged with a barcode.

[Barcode Package] This is included for future versions of the program that will use barcodes. Most bulk delivery packages, will, these days, have a barcode on the outside.

[Units per Package] The usual number of product units contained in a suppliers bulk delivery container or package.

[Package Type] The name of the suppliers bulk delivery container or package. e.g. "Pallet", "Case", "Keg", "Carton", "Box" etc.

[Stop] Closes this form and returns to Administration Options form.

Venue Details Form

Overview: Used to enter information about the Venue or Venues that the cash register will be used in. The information on these forms are used in particular on order forms to suppliers.

[Venue ID] The shorthand name for this Venue in our system.

[Venue Name] Formal name of the venue. This will be how it appears on order forms sent to suppliers.

[Delivery Address] Appears on the order forms sent to suppliers. This the address we want the product to be delivered to.

[Contact Phone] Appears on the order forms sent to suppliers. Normally the phone number of the person taking delivery in case of delay or they have trouble finding someone at the delivery address.

[Contact Person] Appears on the order forms sent to suppliers. Usually the name of the person that will take the delivery.

[Delivery Window] Appears on the order forms sent to suppliers. The day and period of time someone is available to take the delivery from the supplier. E.g. "Thurs or Fri, 8am-6pm".

[Stop] Closes this form and returns to Product Entry (or the form the called this one)

View Past Reconciles

Overview: View previous reconcile sheets. You cannot change the data or add new entries in this view.

See Till Reconciles and Staff Change Reconcile forms for a detailed explanation of the fields on this form.

Staff Change Reconcile

Overview: This form is used to balance the recorded sales with the cash in the cash register.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Managers" and above can reconcile the cash register.

This form is the equivalent of an x read and does not close off the days sales. It is particularly useful for doing spot checks or when staff change over. Discrepancies can be tagged to particular shifts of staff. A quick and powerful way to see if transactions are rung up correctly or if there is any money missing or extra in the cash draw.

[EFTP] This represents non-cash sales. Normally you would store credit card or electronic funds transfer dockets in the cash draw and ring up the sale in a normal way. Add up the value of all the non-cash transactions and put the amount in this field.

[Number of Notes and Coins Counted] There is a field displayed for each coin or note of currency. Different countries have different formats of currency and you should select the appropriate country format in the Configuration Form - Tax/Country section. Count the number of each coin or note and enter it into the field. Enter the number of each NOT the value. e.g. if you have 5 of $100 notes then you would enter the number 5 in the "$100" field. The system will calculate the value for you,

[Staff Name] Select the "Till Name" of the staff member who is taking responsibility for counting the cash register's draw. This is handy in a large venue where more than one person balances the cash in the cash draws and does honesty checking.

[Till Read] The system will give you the total amount of the sales for the day so far. The number of non-cash sales plus the cash sales should equal this amount.

[Money Count] Displays the total amount of money counted so far. It automatically adds up when you enter values into the EFTP field or Notes and Coins count fields.

[Float] The float is the amount of money - usually in small notes and coins - that you put in the cash draw at the beginning of the business day. It allows staff to give change straight away when sales are made. They system has a default of $400 set but you can put your actual figure in that field. The total value in your cash draw equals the cash sales plus non-cash sales plus the original days float, so it needs to be taken into account.

[Stop] Closes this form and returns to Administration Options form.

End of Day Reconcile

Overview: This form is used to balance the recorded sales with the cash in the cash register. Closing this form closes of the transactions for the day and writes them to archive. Suitable for the end of the business day or if you are changing the cash draw with a fresh one for staff change.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Managers" and above can reconcile the cash register and close off the days transactions.

This form is the equivalent of an z read and closes off the days sales. Discrepancies can be tagged. A quick and powerful way to see if transactions are rung up correctly or if there is any money missing or extra in the cash draw.

The fields function in exactly the same way as on the Staff Change Reconcile form. See Staff Change Reconcile for a detailed explanation of the fields on this form.

Warning: Once you open this form, the act of closing it will close off the transactions for the day and write them to archive.

Reports

Overview: Allows you to view individual dockets, sales, past reconciles and summary reports of sales by various categories.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Managers" and above can view and print reports.

[View Dockets] Allows you to scroll through the entire sales history of the cash register. Each dockets shows the details like staff, items sold, time, date and number of items.

[View Past Reconciles] Review the result of previous reconciles. Allows owners more detailed analysis of discrepancies.

[Report List] A list of various reports analysing sales. You can "View" the report on your screen or "Print" it to your printer. We will add more reports to in new versions of Nuevo TouchPOS and welcome your requests via support@nuevo.com.au

[Stop] Closes this form and returns to Administration Options form.

Wholesale Suppliers

Overview: Enter the contact details of Wholesale Suppliers. Determines list of Wholesalers presented else where such as orders and for linking products to.

[Our Name for them] Our name for the Wholesaler in our system. Usually a short hand common name for them.

[Company Name] The more formal name for the Wholesaler. It appears on orders to them. e.g. "XYZ Biz Pty. Ltd."

[Address 1, 2, 3] The formal address for the Wholesaler.

[Phone] Our contact phone number for the Wholesaler.

[Fax] The fax number for the Wholesaler. Handy for faxing orders through to them. Appears on the order form to them.

[Contact Person] The representative that we speak to - usually in regard to ordering.

[Stop] Closes this form and returns to Administration Options form.

Staff Edit

Overview: Add, delete and edit staff. Enter their "Till Name", password and security level.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Managers" and above can add, delete and edit staff members and determine their security levels.

[Staff ID on Till] Short name for the staff member as you would like it to appear on the cash register main screen. This is their "Till Name"

[Bar Code] This is included for compatibility with future versions of Nuevo TouchPOS. It will allow staff to initiate a sale/docket using a bar code scanner. It is currently not functional.

[Staff Name] The normal first and last name of the staff member.

[Password] Assign the staff all unique passwords. If they attempt entry in to a secured function of the cash register they will be asked for their "Till Name" and "Password". Their security level will determine determine if they are granted access.

[Address 1, 2, City, PostCode] The address of the staff member. Note that "PostCode" is the same as zip code.

[Phone Number, Mobile Number] Contact phone numbers for the staff member. Handy when you are trying to track them down to dow extra shifts.

[Security Level] This determines what functions they can use on the cash register. They can use all functions that have the equivalent of their security level and below. See "Configuration Form - Access Security Levels" for setting up security levels.

[Return] Closes this form and returns to the Main Screen.

Staff Select

Overview: Selects the staff "on duty" and sets their Till Name for display on the Main Screen.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Managers" and above can select which staff are showing as "on duty" on the Main Screen.

[Staff Names] Clicking on a staff name toggles whether they show on the Main Screen or not. Staff names that are underlined are "Showing".

[Edit Staff] Another way to bring up the Staff Edit form to add, delete or edit staff details.

[Stop] Closes this form and returns you to the Main Screen.

Stock-Take and Order Options

Overview: Presents a menu of options for entering stock-take data, printing stock-take sheets and generating orders to wholesale suppliers.

Security: Use the "Configuration Form - Access Security Levels" to set who can use this function. e.g. set only that "Managers" and above can enter stock-take data and produce orders to suppliers.

[Stock Take Entry] Opens a form for entering the number units left in stock for a particular order. Used to calculate how many units of a product to order from a supplier.

[Stock Take Sheets] Prints a list of products with areas to mark the numbers of product units currently in stock. The stock take sheet data is then entered from the printed - hand filled out - form back into the Stock Take Entry form.

[Wholesale Supplier Setup] Another way into the Wholesale Supplier Entry form. Add, delete or edit suppliers details.

[Our Venue Details] Another way into the Venue Details form. Add, delete or edit information about our venue and delivery criteria. Details appear on order forms.

[Preview Order] View an order that is about to go out to a supplier. There is an option generated for each Wholesale Supplier entered via the Wholesale Supplier Entry form. Orders are based on stock take data that has been entered within the last three days. Failing to enter stock take data for a particular product means it will not appear on the suppliers order. Only products that have fallen below the "par level" for that particular item will need ordering and be present on the order form.

[Print / Fax Order] The same order as above but routed to the fax or printer.

[Stop] Closes this form and returns you to the Administration Options form.

Stock-Take and Order Options

Overview: Fast data entry form. Allows entry of current stock levels for particular products at particular venues.

This data entry form is normally used in conjunction with the printed stock take sheets. The raw numbers counted for each product are punched in here. Once you get familiar and up to speed on this form it becomes a pattern of ... product name <enter>.. number <enter>... product name <enter>... number <enter>.. and so on.

[Venue] Select, if necessary, the venue where the stock data is from.

[Product] The name of the product. Start typing and the system will try and locate the product for you. Hit enter to accept its suggestion.

[Stock] The number of units of the Product that in stock at the moment at this venue. Once you enter a value here and hit enter the form automatically opens a fresh and waits for you to enter more data about another product.