QUICK 1st Time Setup Guide for AGENTS – RETAILS

Step 1 - Complete the merchant registration
  1. Fill up the merchant application form
  2. Login to Agent Website 
  3. Register the merchant information 
  4. Tick TrackSol 2 
  5. Tick Sales & Dist (Retail)
  6. Tap terminal assignment (ensure the Terminal ID or TID is correct)
Step 2 – Login to www.retail.ez.my Enter merchant ID, username & password. Then, set up at Parameter menu
  1. Store Code (setup main store or store location) - if you have branches, create your store code according to each branch, for example, 3 branches, 3 store code to be created.
  2. Terminal assignment (assign to shop or store or type) - assign each store code to a terminal, from above example, 3 branches, 3 store code, 3 terminals to be assigned to each store code.
  3. Create 1 Staff card --> Go to Sales & Distribution --> Staff maintenance --> add Staff name & card number (How To Create Staff Card)
  4. Create 1 Master Card (for refund/void sales purposes) --> Go to Parameter --> Card Maintenance --> Add  (How to Create Master Card)
Step 3 - Update At Terminal
  1. After Step 2 --> go to Setting --> Change Language --> BM (for retail)
  2. Then, go to Kemas kini --> Enter menu number 113140 --> Enter
  3. Then, go to F1 --> Update Menu --> Download Menu --> Enter
  4. Then, go to F2 --> Admin --> Update Files --> Full Update (X) --> Done --> Override (X) --> Enter 
  5. Then, go to F2 --> Admin --> Reload Menu --> Reload --> Press Enter
  6. Then, go to F2 --> Admin --> Format Card for both the staff & master card.
Step 4 - How to ADD NEW STOCK ON THE FLY
  1. WITH BARCODE --> Go to POS --> Scan or Enter product code --> Tap Ok --> Enter the details (description means product name)
  2. For item with NO barcode, enter your own Code . Example, code no 11 for Hardware or 11 for Fish or 12 for Vegetables
Step 5 - How to SELL PRODUCT
  1. USING SCANNER OR BARCODE --> POS --> Scan the item --> Press Done -->Tap staff card. If the code of the product is not found, terminal will display message "Item tiada. Sila masukkan info barang". You can add the new stock here. Click ok to proceed or click ok, then press Cancel to cancel.
  2. NO BARCODE – press Code No*Price*Quantity (for price with cent, use # e.g. RM35.80 --> 11*35#80*2 or Code No*Price (to skip quantity) --> 11*35#80
Step 6 - How to CANCEL OR REFUND – VOID SALE
  1. Go to Sales --> Void Sales --> Enter the Transaction no shown on receipt --> press Enter --> Enter the amount shown on receipt --> press Enter àTouch Master card to proceed