Contact Us

Who to Call

Marketstall retail support: 028 9094 1911
Emergency Out of Hours: 077 6727 0842
Sales Team: 028 9094 1900

The Help Desk

Practical Help for Your Team

Monday - Thursday: 7.30am - 8pm
Friday: 7.30am - 6pm, Saturday: 9am - 5pm
Sunday: Out of hours service

Emergency Out of Hours:
Monday- Sunday: Close - 7.30am

Additional Information

For more information about the latest 3.4 release please follow the link below:

Version 3.4 information



Tills

How do I sign onto/ off the till?

All till users will have a Scan Id and a Password. When you first log on, enter your Scan ID in the Entry field and click on the Green tick.

You will then be asked for your Password. Enter your Password in the entry field and click on the green tick again. Once logged on you will see the standard till screen display.

In order to log off the till:

Press the (E) button and Press on Log Off button - This will log you off immediately.

The till has frozen what do I do?

If the screen is not responding to touch, you need to reboot the till.

How do I enquire a price?

Press the binoculars button on the main screen - This will display the lookup screen.

  • Scan the item you want to do a price enquiry on. The details will appear in the price enquiry screen.
  • A barcode can also be typed in using the numeric keyboard.
  • To search for Article by name, change the search filter to Article Name, then type the article name into the search box.
  • To sell the article, press the Add to Basket Button

How do I recall a sale?

To recall a sale you have previously suspended:

  • From the Admin tab, press the “recall sale” button.
  • This will bring up a list showing all of your suspended sales
  • Highlight the sale to be recalled (once the sale is highlighted – the breakdown of the sale appears in the right of the screen)
  • Press the Select Transaction button to pull the suspended sale into the sale area
  • Complete the sale as normal.

NOTE: All suspended sales need to be cleared off the till before the till can be cashed up.

How do I suspend a sale?

If you want to suspend a sale you are in the middle of processing:

  • From the Cash Screen tab, press the “suspend sale” button.
  • The sale will now be suspended and free the till up to complete other sales.

How to reprint an old receipt, both at the till and from the back office?

Reprinting a receipt from the till:

Scanning

What do I do with a non scanning item?

If an item has not been set up, it WILL NOT scan until it has been set up on the Back Office.

If an article which has not been set up is scanned, the message “PRODUCT NOT FOUND” will be displayed.

All non-scan items need to therefore be scanned through an open department or NON-SCAN button e.g. Grocery Non-VAT, Confectionery, Lottery etc.

All of these department buttons sit within Non-Scan button.

  • Choose the Department button
  • Enter in the amount of the sale using the Keyboard.
  • Press the “green tick” to enter the sale

How do I do a price override?

  • Scan the product/Select product or PLU
  • Press the “discount” button on the menu on the Cash Screen tab.
  • A keypad will be displayed, showing the current price.
  • In the New Price field, enter the price the product is to be sold for.
  • Press the to confirm
  • Complete the Sale as normal

How do I process a sale and payout together?

In cases for e.g. a customer has bought some groceries but also has a lottery win and they want to use their winnings to pay for their groceries.

  • Scan the items being sold FIRST. The payout process must not be done first – this will not work
  • Click on Tender
  • From the tender screen, click on Cash Control
  • Click on Payout
  • Choose the Payout option, e.g. Lottery payout
  • Enter in the amount being paid out
  • Click OK
  • If the amount being paid out is less than what is owed, it will simply deduct it from this amount and leave the remainder balance owed.
  • If it is more or equal to the amount owed, the till drawer will open and the amount due to the customer will be displayed.

An item won’t scan, how do I find out the price without leaving the till?

  • Press the binocular button
  • A look up screen will be displayed
  • In the top field enter a description / name of the item you are trying to scan/ find
  • A list of items matching this description will be displayed – highlight your selection and prices will be displayed on the right hand side.
  • To select an item, simply select “add to basket”
  • Continue transaction as normal.

Payment Terminal

With PayPoint integration select the PayPoint button on the till screen, this should display the standard PayPoint screen to carry out a transaction.

If there is an issue with your paypoint terminal please contact Marketstall directly for support.

For paypoint issues, mistakes, reprinting etc, please contact PayPoint UK 0333 313 7161.

My chip & pin is not responding?

Paypoint is linked to EDGEPoS, rebooting the till should resolve this.

How do I authorise fuel and accept cards?

  • When the nozzle on a pump has been lifted on to the forecourt, the pump will go blue, and Calling will appear on the pump.
  • Press the Button showing the pump number once to authorise the dispensing of fuel.
  • When the pump is dispensing fuel, the pump will go orange and the value of the fuel dispensed will be displayed.
  • Once the customer has finished dispensing fuel and has replaced the nozzle, the pump will go green; it will show the fuel grade and total value of the fuel to be paid.

To bring the fuel sale into the sales area for payment:

  • Press the pump that the sale relates to. This will bring the value of the sale into the sales area and the amount on the pump will be greyed out. This remains greyed out until the transaction has been completed.

To complete the transaction:

  • Press the tender button and select the tender payment type.

Fuel can be paid in full by cash, credit/debit card, fuel card or where accepted, cheques. You can also use a coupon as part payment or add the fuel purchase to a credit account if the customer has previously set one up with the store.

  • Once the transaction has been completed, the sales value is removed from the pump image.

My chip & pin does not accept credit cards?

Reinsert the card as the chip reader may not have read the card properly.

How do I process euro?

If payments by Euro are to be taken, the tender display can be changed to show the amount due in Euros as well as Sterling. This can be setup by phoning the Support team on 028 9094 1911.

  • Scan/select the products
  • Press the Tender box to display the payment options. The tender screen will show the amounts due.
  • Key in the amount in Euros given
  • Press the Euro button

The rate equivalent to Sterling will be displayed.

  • Click YES to accept payment, or NO to return to tender screen
  • The change will be displayed in Sterling and the cash drawer opened.

How do I charge/ check the balance of a local account?

  • Scan/select the products
  • Press the Tender box to display the payment options. Using the Keypad, Key in amount owed, then press
  • This will bring up a list of the Accounts registered on your till.
  • Highlight the Account to be charged and press Select Customer
  • A reference can be entered: Select Charge to Account
  • A message will be displayed: Press Yes
  • Two receipts will be printed (one only will be printed though if receipts have been turned off). The customer must sign the Store copy.

Cash Control

How do I void an item?

  • Highlight the item to be voided
  • On the Cash Screen tab, press on the button The system will display the following message: “do you wish to void this item”
  • Click Yes - The item will be displayed in the sales area with a line through it and the tender owed will have been reduced by the amount of the voided item.

How do I override the price of an item?

  • Scan the product/Select product or PLU
  • Press the button on the menu on the Cash Screen tab.
  • A keypad will be displayed, showing the current price.
  • In the New Price field, enter the price the product is to be sold for.
  • Press the to confirm
  • Complete the Sale as normal.

How do I do a refund?

  • Press on the Admin tab at the top of the main screen
  • Press on the Refund icon. This will display the following the screen:

If you have a receipt with the item being returned, you can scan the bar code at the bottom of the receipt to bring the sale details up. This will allow you then to select the whole receipt or just select items/lines from it.

If Not: Press the Start New Refund button This will display a list of refund explanation codes.

  • Highlight the reason for the refund and press the Accept Refund button to confirm
  • Scan the item/select PLU or use the look-up screen to select the product being returned.
  • The item being returned will appear in the Sales area and the Tender shown will be the amount which needs to be refunded.
  • Press the Tender button
  • Press the cash button.
  • This will open the cash drawer and allow the funds to be removed.

Paypoint

How do I use pay point? Tips – checking paper etc

Paypoint can be used the exact same way as the pay point terminal.

What do I do with a gas card?

  • Press the PayPoint button on the till screen. The standard PayPoint screen will be displayed.
  • For gas cards that have a chip & pin – press the “smart token” button.
  • A message will appear asking you to insert the gas card into the PayPoint terminal.
  • Follow the usual procedure – enter amount required
  • The EDGEPoS till will be displayed – carry out the rest of the transaction.
  • After tender has been processed a screen will display to remove card – process will be complete.

Why does the gas card take so long?

As the fuel card is a chip & pin it takes slightly longer to process. With the majority of consumers in Northern Ireland on electric & oil heating the magnetic strip cards are quicker to process and therefore electric will be processed faster than gas. Marketstall have contacted PayPoint in order to speed up the process, it is something we hope PayPoint will develop in the future.

What do I do when I tap paypoint nothing happens?

PayPoint is linked to EDGEPoS, rebooting the till should resolve this.

Fuel Transactions

How do I authorise fuel?

  • When the nozzle on a pump has been lifted on to the forecourt, the pump will go blue, and Calling will appear on the pump.
  • Press the Button showing the pump number once to authorise the dispensing of fuel.

How do I return a Petrol Sale (only allowed on certain sites)

Refund of fuel is only available if the enabler allows it.

  • Press on the Admin tab at the top of the main screen
  • Press on the Refund icon

If you have a receipt with the item being returned, you can scan the bar code at the bottom of the receipt to bring the sale details up. This will allow you then to select the whole receipt or just select items/lines from it – e.g. fuel.

If Not: you will need to reprint the receipt & then start the refund.

  • From the Cash Screen tab, Press the “reprint” button.
  • This will display a list of all the transactions which have taken place on your till. The most recent receipt will appear at the top.
  • By highlighting the transaction in the left screen, the sale breakdown will appear in the right screen
  • Highlight the receipt required and Press the “ok” button
  • The receipt will be printed
  • Press the Start New Refund button & continue transaction.

How do I void a fuel sale?

If the wrong pump or fuel sale has been selected but you have already scanned some items, you can just cancel the fuel line from this transaction. This will put that sale back to the pump and allow the cashier to continue on with the transaction. • Highlight the fuel entry on the sales area • Press Void • Yes to confirm The item will be displayed in the sales area with a line through it. At this point the value of the sale will go back to being bold which indicates that it can be selected for sale

Emergency – how do I stop all pumps?

In the event of an emergency all Cashiers must be aware of how to stop all pumps.

The Pumps can be stopped from the main till sales screen or from within the tender screen.

  • Check that no fuel is being dispensed
  • Press the “pump all stop” button.
  • This will stop all the pumps from dispensing fuel and the buttons will show as follows: Once it is ok to do so the pumps can be startedagain by pressing the “pump auth all” button.

How do I cancel a fuel sale?

If the wrong pump has been selected for payment and has not been tendered off you can put that sale back to the pump by cancelling the sale. This is done by pressing the cancel sale button • Click on Yes to confirm. Version 3.0 7 October 2014 The Sale will be cancelled and a receipt printed. This will put the fuel sale back to the pump. At this point the value of the sale will go back to being bold which indicates that it can be selected for sale.

What do I do with multiple fuel sales?

You can have up to two fuel sales on any one pump at any time. If this is the case there will be two values stacked on the one pump as illustrated below.

  • Once a pump has dispensed fuel twice it will not allow the pump to be authorised again until at least one of these sales has been cleared.
  • In order for the cashier to select the correct fuel to be sold they press the pump that the fuel has been dispensed from and the following screen will appear.
  • The cashier will verify with the customer the fuel grade and value; this is then selected and is added the sales area to be tendered in the normal way.
  • Once this transaction is complete that value will no longer appear on the pump and another sale can be authorised for that pump.

How do I change fuel prices?

When the fuel prices need to be changed, they have to be changed at the till.

When the prices are changed at the till, the price change is automatically sent to the pumps and back office.

However the cost price will still need to be changed at the back office to ensure correct GP.

To change the Till Price:

  • Click on the Fuel Tab.
  • The Price change screen will then be displayed.
  • Choose the grade of fuel
  • Press on the New price entry box.
  • Enter in the new price
  • Press Save and Exit.

The pump prices will now have also changed.

Back Office

My back office PC is not loading EDGEPoS?

Reboot the pc and leave the screen on the desktop for a few minutes – giving the pc time to load the relevant EDGEPoS services.

How do I assign PLU’s to buttons?

From the System tab, click on POS Picture PLU.

  • Under the Groups tab, highlight the department you want to add a product to.
  • Click on the button tab - Click on the next available empty square
  • Click on the button to find the PLU number
  • Search by Article Name/EAN etc to find the PLU.
  • Click onto the PLU and OK
  • Click on the browse option to find an image for the PLU

NOTE: Images can be found in the following folder: C:/openedge/WRK/edgepos/images. If image not available, colour code the square and Text to make it stand out using the foreground and background options.

  • Click on Save to assign the button.

Each group contains 45 buttons and you can have up to 14 groups. If you try to delete an article from article maintenance that has a picture PLU you will be displayed with the following message to clear the picture first.

To remove the picture go to System, POS Picture PLU, choose group and select buttons tab, highlight picture for deletion and click on the clear button at the bottom of the screen. The product code, EAN code and Sel Name has also been added to the picture PLUs to help with article setup.

It is possible to lock a picture PLU to a position on the till quick PLUs, to do this select the PLU you want to show on quick PLU and choose a priority from the Lock Priority options.

  • 0 = will position quick PLUs depending on sales activity
  • 1 = will give that PLU top priority to be on the quick PLU (note you can have more than one PLU with a priority of 1)
  • 2 = PLUs set at 2 will display after those with a PLU priority of 1
  • 3 = PLUs set at 3 will display after those with a PLU priority of 2 Profiles Each till can now show different picture PLUs.

This can be set up by selecting a Profile Number, assigning PLUs to that profile and then setting the Till to look for that Profile number.

For further information on this please contact IT Training or Support on 02890941900.

Set Up

How do I set up a store receipt?

The store receipt can be set to show certain contact details. This is set up from the back office. It is also useful if the store want to highlight anything to a customer e.g. an in store promotion.

To create/amend the store receipt details:

  • Click on System
  • Click on Shop
  • Enter in the store address, telephone number, email VAT number (whatever is required)
  • Click Save If a message is required on the receipt this can be entered using the receipt header or footer boxes. The message font size can be changed or made bold to highlight it more on the receipt.
  • Once amended, clicking save will change the receipt at the till.

How do I create an article/ product?

The store receipt can be set to show certain contact details. This is set up from the back office. It is also useful if the store want to highlight anything to a customer e.g. an in store promotion.

To create/amend the store receipt details:

  • Click on System
  • Click on Shop
  • Enter in the store address, telephone number, email VAT number (whatever is required)
  • Click Save If a message is required on the receipt this can be entered using the receipt header or footer boxes. The message font size can be changed or made bold to highlight it more on the receipt.
  • Once amended, clicking save will change the receipt at the till.

How do I create a new PLU?

PLU’s are used for items with no barcode, or items which cannot be lifted to the till.

PLU’s are regarded as normal scanned items and will have a full sales history.

PLU prices are controlled at back office level - you are in control of the selling price.

PLU’s guarantee your GP margin.

  • Create a new scanned article as normal but instead of the EAN code, insert a PLU number. This number is decided by you but it must be a 4 digit number.
  • All other product details are set up as normal.
  • PLUs can be searched for in the same way as any other article.

How do I change details of an existing product?

From the Maintenance Tab, click on Article

  • Using the search field, find the article to be changed
  • Changes can be made to any of the details shown in WHITE boxes
  • Click on Save Note: To change cost price details click on the blue cross under the quick pricing section, this will open up the pack cost/unit price fields for changes.
  • Generate the labels to ensure the price changes go to the tills.

How do I create a supplier?

From the Maintenance Tab, click on Supplier

  • Click on Add to open a new supplier record
  • Enter a five digit supplier code into the Short Code field. If it is a centrally maintained supplier, this 5 digit number will be retrieved from HORIS. If not you have to choose a number not previously used.
  • Fill in the Supplier Name and other details
  • If you have a set Margin from that supplier, enter this in the Default Margin box.

If you intend to maintain stock control, ensure the Stock Control box is ticked.

  • Click on Save

On creation of a product the pack cost will be calculated from the margin set against the supplier based on the unit price entered. You can override the default margin by ticking the box which will open the pack cost box enabling it to be changed OR enter a different margin. (see example below where the default margin was 25% and has been amended to 30%).

How do I create a weighted item?

These items have a variable weight and therefore vary in price; this variance of price is reflected in the barcode. The system is programmed to be able to cope with these codes and needs only one of each product type set up. E.g. Pre-packed meat or cheese.

  • From the Maintenance tab, click on Article
  • Click on Add to commence the article setup screen.
  • Choose Scale Article from the Article type drop-down options
  • Enter in the weighted item EAN code. All weighted items begin with 02 or 20 followed by a 4-digit PLU number e.g. 026001 or 206001.

If the article you are entering in has a pre-printed label this will be the first 6 digits shown on the EAN code.

  • Key in the SEL name (The receipt text will be entered automatically)
  • Enter in the EAN/Weighted PLU number for the Product code and Main code.
  • Tick if item has to be weighed i.e. coleslaw, mushrooms, or leave unchecked for non-weigh items i.e. sausage roll, jambon.
  • Select the Supplier
  • Allocate the article to a Dept., Sub-Dept. and Com Group
  • Enter in the Cost per kg / unit cost
  • Enter the price per kg / unit price (This is usually displayed on the pre-packed label)
  • The margin % will be displayed, allowing the cost or price to be changed before the article is created. • Once all the details are completed, click on Create Article
  • The product should appear in the article screen and the weighed item box ticked.
  • Generate the Labels (SEL) and send the prices to the tills.
  • In the Pricing Section, The Pack Quantity should be 1 NOTE: Barcodes for integrated scales begin with 20, i.e. bananas would be 201026

If your scale is linked to the back office PC, prices can be managed from the back office by ticking the Linked To Scale box under the Miscellaneous section To enter more information onto the label click on the scale icon within the Article Maintenance screen, this will provide a pop up screen where you can enter more details such as extra description, Use By dates, ingredients, cooking instructions etc.

How do I create a coupon?

Coupons can be set up so that when sales have been completed at the till a coupon is also printed allowing discount off or items free on the customer’s next visit. The coupons are set up using the deals screen.

To Create a Coupon:

  • Click on the Management Tab
  • Click on the Deals icon.
  • Click the button to begin the deal creation
  • 5 TYPES OF COUPONS
    • Pence Per Litre Off
    • Get Item Free
    • Get Item for Set Price
    • Percentage off Basket
    • Amount off Basket

    Example: Spend £50 and get a £5 coupon against next £30 spend

    • Enter description of the coupon
    • Select the Deal Type as globalDisc from the dropdown menu
    • Select required dates, time and days you want the coupon to run - Click OK
    • On the next screen Tick Issue Coupon then click on magnify glass to create a new coupon
    • Enter Description into Coupon Details Coupon Type = Amount Off Basket • Min Spend = £30 (this is the amount the customer must spend excluding specified Commodity Groups) Amount off = £5 (amount off next spend)
    • Click OK - Click on Add Groups
    • Search and select the required Commodity Groups to exclude - Click OK
    • Click OK once all excluded Commodity Groups have been entered
    • Select validity of coupon, i.e. in this example the coupon will be valid for 7 days after it has been issued.

    You can also specify a date as to when you want the coupon to be valid to and if the coupon is valid from the time it is issued or the following day - Click OK

    • Enter in the conditions of how the deal will be triggered. Threshold Amount = £50, this is the amount the customer must spend in order for the coupon to be issued.
    • If any groups need to excluded from this threshold spend, these need to be added using the Add Group button.
    • The top right hand box will detail the coupon, read through and check this is how you want the coupon to work.
    • Click Save and Activate

Till Authorisation

How do I change authority levels?

There are 5 different Authority Levels that exist on the system. Below is detailed the different levels and the order of authority. Each level has the authority to make changes to an Authority Level.

 

Support -> Support
-> System Administrator
-> Manager
-> Supervisor
-> Restricted

 

System Administrator -> System Administrator
-> Manager
-> Supervisor
-> Restricted

 

Manager -> Manager
-> Supervisor
-> Restricted

 

Supervisor -> Supervisor
-> Restricted

Labels

How do I generate labels?

  • Click on Management then SEL tab
  • Any labels which have been flagged will appear in the tab
  • Click on the button - This will transfer the information to the Selected Labels screen
  • Click on the “select all” button - The following message will be displayed “do you want to release immediately to tills”
  • If the prices are to be released at once, say YES. If you want to hold off on releasing the prices, say NO. (You will need to remember to release these later).
  • The labels will be generated and displayed on the screen ready to print. If the prices have NOT been released, a message saying “PRICES TO RELEASE” will appear at the bottom right of your screen to remind you to go back and release these when needed.
  • If the labels are to be printed click on the button to print.

NOTE: Ensure your label paper is loaded before you print. If labels are not required or once you have finished printing the labels leave the SEL screen once the labels have been produced, they will be filed away into the history screen and can be reprinted if necessary.

My PAXAR is not printing reduction labels. The machine is showing as ready and labels are feeding through okay.

  • Log out of EDGEPoS and close the log in window.
  • Close the background processes (bottom right near the date and time click the ‘up arrow’ and right click on the EDGEPoS icon and select exit. PAXAR Labels FAQ
  • EDGEPoS will ask to confirm that you want to exit the background processes. PAXAR Labels FAQ
  • Launch EDGEPoS again. You will notice the background processes start again down at the bottom right.
  • Test by printing out a reduction label again.

How do print labels from the handset?

  • ILog in to the main handset screen with the user ID and Password to display the main menu
  • IClick on Pricing to bring up the pricing options
  • IClick on Price Check.
  • IScan the item to be checked. If a label is required, tick the Print Label box.

NOTE: If more than 1 label is required for the product scanned, choose the number required using the drop down arrow, BEFORE ticking the label request box.

Labels are picked up at the PC automatically - On the PC, Click on the Management tab, and then click on SEL to print labels as normal.

Promotion

Promotional product information and price change information that is highlighted in the bulletin is collected in batches as part of the CM process. Promotional batches are available 10 days before the promotion is due to start. Price changes are normally available on a Thursday for the following week.

How do I do promo ending?

  • Highlight the batch to be activated
  • Click Do you wish to modify held lines?’ Select NO to continue to action the batch or select YES to make changes (Amend as previously detailed)
  • To complete the actioning process, click OK The actioned batch will move across to the Actioned Last 14 days section.
  • Any items which have been placed on promotion will also appear in the promotions tab. NOTE: Remember to generate labels to ensure new prices are sent to the tills.

    If articles within a batch have been held off promotion, the batch is split. The held lines batch will remain in the unactioned section. You can either delete this batch if you want to ignore these promotion lines, or activate it if you decide to run with these lines at a later date. If you do not want to use the batch at all: • Highlight the Batch • Click the Delete button.

How do I create/ remove a promotion article?

Promotion batches currently running can be viewed by selecting the Promotions TAB, under Management, Batch Processing When the promotion has reached the end date, do the following:

  • Go to the Promotions tab
  • Select the Promotion batch to be deactivated
  • If you don’t want to hold articles on promotion: Select NO and the full batch will be deactivated and all of the articles will go back to their original prices. If you do want to keep articles on promotion: Select YES to hold lines in the batch To hold Lines
  • Highlight the lines you wish to HOLD (they will grey out) TIP: Sort by SEL Name Version 3.0 40 October 2014
  • Select OK (to process the batch changes now)
  • Or SAVE – (to save changes allowing you to action the batch at a later stage)
  • CANCEL – will abandon the changes The Batch with the HELD lines will remain in the Promotions Tab until deactivated. Any old promotions which have been kept on past the promotional dates will appear in Red.

NOTE: Promotions will continue to run until they are deactivated even if they are in red.

NOTE: Remember to generate labels to ensure prices go to tills Test that the products have gone back to the original price. It is strongly recommended you run the promotions report at every promotion changeover.

  • Go to Reports – Reports Viewer
  • Expand the Audit reports
  • Select Promotions and click Run

Pricing

How to change the Euro Rate?

To set the exchange rate for Euro, go to Maintenance – Currency

  • Choose Euro from the list
  • Enter in the Euro rate
  • Save

How to activate promo batches, and make sure the prices change?

Highlight the batch to be activated

  • Click the tick
  • The message ‘Do you wish to modify held lines?’ will appear
  • Select NO to continue to action the batch.
  • Or Select YES to make changes (Amend as previously detailed)
  • To complete the actioning process, click OK

The actioned batch will move across to the Actioned Last 14 days section. Any items which have been placed on promotion will also appear in the promotions tab.

NOTE: Remember to generate labels to ensure new prices are sent to the tills.

If articles within a batch have been held off promotion, the batch is split. The held lines batch will remain in the unactioned section. You can either delete this batch if you want to ignore these promotion lines, or activate it if you decide to run with these lines at a later date. If you do not want to use the batch at all:

  • Highlight the Batch
  • Click the Delete button

What do I do if my prices are not being updated on the tills?

Go to batch processing under management on the EDGEPoS system. Check the batches are no longer visible under the main tab. Next, go to the promotions tab and check if the batches are there. If they are still showing actioned, check that SEL’s have been generated and released to the tills. If the batches are not visible – contact Marketstall retail support.

How do I price check?

Log in to the main handset screen with the user ID and Password to display the main menu

  • Click on Pricing to display the pricing options
  • Click on Price Check.
  • Scan the item to be checked.
  • If the label has a different price than showing on the display, click into the price field and change the price to what is shown on the label and press Enter.
  • Scan the next article to be checked and continue to change any prices as necessary.
  • Go to the PC and click on Reports, Report Viewer
  • Expand the Audit options and click on Price Checking and Run Report

How do I hold lines in a batch and deactivate?

Promotion batches currently running can be viewed by selecting the Promotions TAB, under Management, Batch Processing.

When the promotion has reached the end date, do the following:

  • Go to the Promotions tab
  • Select the Promotion batch to be deactivated
  • Select deactivate batch.

If you don’t want to hold articles on promotion:

  • Select NO and the full batch will be deactivated and all of the articles will go back to their original prices

If you do want to keep articles on promotion:

  • Select YES to hold lines in the batch To hold Lines:
  • Highlight the lines you wish to HOLD (they will grey out)
  • TIP: Sort by SEL Name
  • Select OK (to process the batch changes now)
  • Or SAVE – (to save changes allowing you to action the batch at a later stage)
  • CANCEL – will abandon the changes.

The Batch with the HELD lines will remain in the Promotions Tab until deactivated. Any old promotions which have been kept on past the promotional dates will appear in Red.

NOTE: Promotions will continue to run until they are deactivated even if they are in red. NOTE: Remember to generate labels to ensure prices go to tills Test that the products have gone back to the original price.

It is strongly recommended you run the promotions report at every promotion changeover.

  • Go to Reports – Reports Viewer
  • Expand the Audit reports
  • Select Promotions and click Run

Reports

There are many different reports available in EDGEPoS. Some are specific to site type i.e. fuel or dry, some are specific to locale, others are simply not required, or will not used by all retailers. You can pick and choose which reports are viewable based on authority level.  For more detail see the Report Authorisation section in Employee Groups, Authority Levels and Authorisation. 

How do I access a report?

Click on the Report name

  • Enter the parameters i.e. dates, times; how the report is to be displayed.
  • Click on Run Report

NOTE: Once the report has been closed it is removed from the screens and does not get saved. If the information needs to be viewed again, you simply re-input the parameters as before and run it again. There is a print option however to allow a hard copy to be produced. You may also save the report in either PDF or excel format by clicking on the appropriate icon.

My back office system reports and tills are not balancing?

Run a department sales report and a terminal sales report through the sales report section on EDGEPoS. If these reports have different totals contact Marketstall Retail Support.

How do I favourite my most used reports?

If you are running the same report on a daily/weekly basis, set it up as a favourite. The following example shows how to set up the Paypoint report using Product Sales & GP, this is useful as it will show totals for utilities separate from E-Tops.

Favourite Report Access 1

Favourite Report Access 2

Make use of the available filters under the reports, for example you can specify times for CG Sales Reports, useful for 3pm report.

Favourite Report Access 3

Other useful reports to review include:

Sales

  • Thirteen weeks sales
  • CG Sales & GP excluding VAT
  • Promotional sales report

Stock

  • Stock Valuation report has more filters to exclude negative stock, run at article level etc.
  • Low/High Margin report, useful to find negative margins

About

  • Deals Detail/Deals Summary – useful for breakdown of specific deals, i.e. Easter Egg deal breakdown
  • Cig Price List – Useful to print off to show customers, if your cigarette gantry is closed in

How do I monitor transactions?

This allows a review of a previous till transaction.

  • From the Management menu select Transactions
  • Input the Filter From and To date of enquiry. If only one day is required enter this date twice.
  • Click Go to view all transactions within the dates specified.
  • When you highlight the transaction from the main screen the full details of that transaction will be displayed on the right-hand side.
  • You also have the option to save or print the receipt.

In Article Maintenance why are some articles in Bold?

  • From the Maintenance Tab, Click on Article
  • Click on Add to open a new Article record
  • Insure that the scanned item option is shown and click OK
  • This will bring up the scanned article creation screen
  • Click magnifying glass to allow lookup of Commodity Group
  • Complete all fields Article Info

EAN CodeThis is the bar code displayed on the Article/Product
SEL NameThe name/description to be displayed on the Shelf Edge Labels (Use UPPER CASE)
Receipt TextThe name/description to be displayed on the receipt (Use UPPER CASE)
Product CodeSupplier’s ordering code. If one is not available, key in last 6 digits of the EAN Code
Main CodeTreat this the same as the above
SizeEnter size of the product, i.e. 300g / 500ml

Select Supplier

Select the Supplier from the dropdown list, start to type the supplier name and it should appear.

Select Group

Select the correct Dept, Sub-Dept and Commodity Group the Article is to be assigned to; OR select the magnifying glass beside the Group to search and select a Commodity Group.

NOTE: It is important to get the correct Commodity Group for the article as this will determine the VAT Code.

Pricing

Enter in the Pack Qty, Pack Cost and Unit Price. The Margin % will then be calculated.

To Calculate Unit Price using a Target Margin, see example below for 50%

To Calculate Pack Cost with a Target Margin, see example below for 25% Margin

Enter in Unit - Price Select Pack Cost Option - Enter Margin of 25

Miscellaneous.

The Miscellaneous section covers any additional information regarding the article which may need to be entered. It includes Unit of Measure quantities for large format stores, label requesting, stock control and scale linking.

Copy of the miscellaneous screen follows: Once all information has been entered, click Create Article

NOTE: The article will not scan at the till until the label has been generated. A reminder will appear at the bottom of the Article Maintenance screen to advise of any labels which are outstanding.

Ordering

I have sent an order but can’t see it in HORIS?

Check the order has been completed on your EDGEPoS ordering screen and that there are no more open orders. Stay on the ordering screen and check the

How do I get suggested ordering?

For initial set up of Sales Based Ordering, contact IT Support to request a Training Officer to help with this.

How do I send an order?

  • Click the Order Tab
  • Click Export, Message displayed: “Order File Dumped to C:\Retail”
  • Click OK
  • The screen will now display a message “Do you want to send the order to Hendersons?”
  • Click Yes.

How do I order from the handset?

  • Switch Handset on using the power button
  • Enter your Employee No & Password to Login
  • From the Main Menu, select Goods
  • Select Order
  • Highlight required supplier i.e. 10030 Henderson Wholesale Ltd
  • Click Select button
  • Scan the item or label to be ordered (Press Scan Key and point Laser at EAN code.
  • Item is displayed enter the quantity required.

If you leave the ordering screen for any reason and return, you can continue with the order or choose the button to find the last product ordered on the handset.

If this is the first time you are ordering an article, the computer will not recognise it. If an article is not on the back office computer, (as screen shot displays for a Fresh item), you must select the type of article it is, eg. Fresh, Main, Frozen or Tobacco and then enter in the quantity ordered. This article will appear as unknown within your order but will be displayed in HORIS with correct code.

How do I order from the handset?

If this is the first time you are ordering an article, the computer will not recognise it. If an article is not on the back office computer, (as screen shot displays for a Fresh item), you must select the type of article it is, eg. Fresh, Main, Frozen or Tobacco and then enter in the quantity ordered. This article will appear as unknown within your order but will be displayed in HORIS with correct code.

To Adjust Order Quantities on the Handset Scan product to be adjusted and re-enter the required quantity. For example if the original quantity was 5 and you want 3, enter 3 as the quantity and it will change from 5 to 3. Enter a 0 to remove an item from the order. Once you have entered your order into the handset you must COMPLETE it to send it to the Back office computer. On the HHU:

  • Select Arrow Back Button
  • Select Goods
  • Select Complete
  • You will see a summary of order lines transferred, i.e. 10 order lines to complete, click on this link
  • You will then see confirmation of: 10 Order Lines Completed.

Goods Receiving

How do I accept goods receiving?

Select the supplier you are receiving goods from either by number or name. If you want to find by name, use the Alpha key on the handset to switch between characters and numbers. Highlight required supplier and click select.

When you scan the article, you will have to decide whether you want to enter quantity by packs or units.

Note you may have different pack sizes against the article so ensure the correct pack size is chosen. It is usual that articles will have a pack size of 1 as well as other sizes so scanning a pack quantity of 1 is the same as choosing units.

For example the following shows Irwin Loaf being scanned in 3 separate ways:
A = 1 pack with a pack quantity of one so total stock = 1 unit
B = 1 Unit with a pack quantity of one so total stock = 1 unit
C = 8 Units with a pack quantity of 10 so total received = 8 units NOT 80

You should see the GRN from your chosen supplier, if you need to update the GRN before completion use the EDIT, ADD or DELETE buttons as necessary. When happy GRN is correct click the Complete button to update your stock.

How do I do good returns?

On the handset choose Goods, Returns Select the supplier you are returning goods to either by number or name. If you want to find by name, use the Alpha key on the handset to switch between characters and numbers.

Highlight required supplier and click select Enter quantity returned (usually returns are done by units) Repeat for each article returned.

Check total pks or total uts at bottom of handset screen. On the Back Office Select Goods, Returns.

You should see the GRN from your chosen supplier, if you need to update the GRN before completion use the EDIT, ADD or DELETE buttons as necessary. When happy GRN is correct click the Complete button to update your stock

Stock Taking

Can I do a cigarette stock take live?

Yes, you can do this live.

  • Go to Management Menu and select Stock Taking
  • Select options as Type = Partial, Reason = Partial and Partial = CG Code
  • Select Lookup to choose the required Commodity Groups, i.e. for Cig Stock Take select CGs 800, 801 and 803
  • elect Create Stocktake

A Partial Stock take will be created as shown below:

Marketstall Partial Stock image example

Marketstall Partial Stock image example

  • To accept the stock count click on the “Complete and update stock”

Waste and reductions

How do I waste an item?

Use this option to give you a report detailing items that have been wasted, damaged or returned to suppliers – this option will also reduce stock levels accordingly.

Handset

  • Login to Handset using ID and Password
  • Select Goods
  • Select Waste
  • Scan item & choose wastage reason, i.e. Out of Date, Damaged
  • Enter quantity wasted, you may use the + and – buttons to change quantity
  • Click green arrow to accept
  • Handset is ready for next product to be scanned. PC The information is automatically transferred to the PC.
  • PC

    The information is automatically transferred to the PC.

    • To view wastage reports, go to Reports and choose Report Viewer Wastage reports are available by Date, Commodity Group, Employee, Supplier and VAT

Staff

How do I set up an employee?

Each employee will have their own User ID and Password. This ensures that a record of what each employee scans/keys through is accurate.

To set up a new Employee:

  • From the System Tab, Click on Employee Setup.
  • Click on Add to open a new employee record
  • Enter an Employee No. this will be used as the Sign On ID
  • Using the drop-drop box in the Group field, choose the group the employee will be part of.

This will identify the access being given to the employee.

NOTE: Groups are set within the Authority level area. Placing an employee within a certain group will determine what access on the till and back office they have been given. Authority levels are present and just need to be allocated to each employee.

  • Enter in a password for the employee
  • Ensure the language is set to English
  • Enter in any contact details, National Insurance Numbers and Date of Birth. (An accurate date of birth must be entered if there are legal selling implications)
  • Click Save. The employee’s details will be uploaded to the till and allow them to sign on.

How do I set up the staff discount?/How do I remove the staff discount?

Staff Discount is set up against individual Commodity Groups

To set a specific discount percent against each group,

  • Click on Maintenance and Staff Discount.
  • Click Add to display a list of Commodity Groups
  • Use the Search box to find the required Commodity Groups
  • To assign the same Staff Discount percentage to various Commodity Groups, highlight each group by holding down the CTRL key and clicking on relevant Groups.
  • Enter the Percentage of Staff Discount at the bottom of the screen and click OK

Selected Groups now appear showing the discount applied.

If you need to remove any Commodity Groups, click on the Delete Box to put a tick in the box and click the Delete button to remove highlighted Groups.

To change the Discount Percentage you can type over the existing amount. You can choose whether or not to apply Staff Discount on articles within a deal, promotion and price override.

  • Click on the Options button and if you want discount on these lines put a tick in the appropriate box.

To remove the Staff Discount button from all tills, uncheck the Show Discount Button box.

If Staff Discount is only needed on specific tills, contact support who can arrange this:

Tel: 028 9094 1911 The Staff Discount will appear as a Tender Option on the Till.

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