QUICK 1st Time Setup Guide for DISTRIBUTION

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 (item 3)
  5. Tick Sales & Dist (Retail)- (item 7)
  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 the following at the respective screen:
  1. Parameter > Store Code (to 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. Parameter > Terminal Maintenance (to assign terminal 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. For back end process, select N/A.
  3. Sales & Distribution > Parameter Maintenance > Route Maintenance to create route - this is according to the sales area each sales person is in-charge of. For example, for KL area, create route KL, for JB area, create route JB.
  4. Sales & Distribution > Staff Maintenance to create Staff card (for sales person use) --> add Staff name & card number (How To Create Staff Card). Assign the route too.
  5. Create MINIMUM 1 (one) Supervisor card (for refund/void sales purposes) --> Go to Sales & Distribution > Staff Maintenance --> Add  (How To Create Staff Card)
  6. Lastly, create customer information, code and assign route --> Sales & Distribution > Customer Maintenance > Customer Information --> Add (How to add customers - distribution)
Step 3 - Update At Terminal
  1. After step 2 above, at the terminal, go to Kemaskini --> Enter 113140 --> Enter
  2. Then --> F1 > select Product --> Distribution --> Dedicated
  3. Then --> Admin --> Update Files --> Full Update (X) --> Done --> Override (X) --> Enter 
  4. Then --> Admin --> Reload Menu --> Reload --> Press Enter
  5. Then --> Admin --> Format Card for both the salesman & supervisor card.
Step 4 - How to ADD NEW STOCK

There are multiple ways to add new stock or product. Please refer here:
1. How to upload product & stock information using Excel file
2. How to upload product & stock via terminal

After the stock and products have been added, please perform Update Files & Reload Menu at Terminal --> refer to Step 3 --> item 3 & 4 above.

Step 5 - How to SELL PRODUCT using Distribution system

There are 3 methods to use the sales function (at terminal located under Sales Menu):
  1. Cash Sales --> this is like retail POS function where goods are sold via cash. Receipt printed will have no customer details (simplified tax invoice). To obtain full tax invoice, customer to visit gst.ez.my (click here for detail) to print or download.
  2. Customer Sale --> customer data such as name & address are added first. Therefore, after sales is done, the tax invoice will be printed with the customer's data. As such, the receipt already become full tax invoice. However, if the customer wish to have another copy or re-print, they can visit gst.ez.my (click here for detail) to re-print or download.
  3. Take Order --> the sales person shall take order first. The order will be received by warehouse for preparation and delivery. The full tax invoice will only be given to customer upon delivery.
Step 6 - How to CANCEL ORDER and VOID SALE
  1. To void Sales (for sales using Cash & Customer Sale) --> go to Management (Manag't) --> Void Sales --> Enter the Transaction no shown on receipt --> press Selesai / Done --> Enter the amount shown on receipt --> press Selesai / Done and tap Supervisor card to proceed.
  2. To Cancel Order (for items taken under Order Taking function) --> go to Sales Menu --> Cancel Order --> select customer --> select order number --> press Selesai / Done and tap Staff card.