Quick Setup for Restaurant POS with Server Box

This setup guide is based on a minimum setting of the following:

1. This is used by only 1 branch
2. You have a minimum of 3 devices with you:
     i.   1 Wifi mobile terminal
     ii.  1 Server box 
     iii. 1 Printer
 

 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. Go to Store Code and setup one main store. Fill up the information required. Ignore the Location & Process.
  2. Go to Terminal Maintenance and assign the store code to mobile terminal ID. Fill up the information required. At Back End process, put N/A.
  3. Create 1 Staff & 1 Supervisor cards --> Go to Sales & Distribution --> Staff maintenance --> add Staff name & card number (How To Create Staff Card)
Step 3 – Next, at Parameter Menu --> go to Merchant Configuration. Fill up the information required. At the Terminal Configuration, fill up the below information. At this stage, you can skip Inventory Mgmt & Notification setting.
  1. Set sign-in time out
  2. Tick print order slip.
  3. Tick print the Confirmed order slip.
  4. Grid Dimension --> select 4x6
Step 4 – Next, at Parameter Menu --> go to Local Setting. Please configure the local setting. For detail, read here (click on the link).

Step 5 – Then, go to Sales & Distribution > Product Maintenance > Product Menu Setup > Menu Setup Batch Upload. You need to prepare the Menu Display List to appear at the terminal. Please read here on how to construct the display listing (click on the link).

Prepare the menu items in Excel
Step 6 - Then, update terminal. Please perform at the terminal:

a) Go to Kemas kini (Update) --> enter 113140 (for overseas customers, please check with our local reps)
b) Then, go to F1 --> select Local Server --> Dedicated
c) Then, Update Terminal, go to Admin --> Update Files --> Full Update (X) --> Done --> Update (X) --> press Enter
d) Then, update Menu, go to Admin --> Reload Menu --> Reload --> Press Enter 
e) Then, go to Admin --> Format Card for both the staff & supervisor card.

Step 7 – Next is to prepare the product price & to set to which printer the item is going to be printed (i.e. either to kitchen, bar or cashier printers). This can only be done via the terminal.
 
Updating information on the terminal

Step 8 – How to Take Order--> tap at the Order button and follow the on-screen instruction

Step 9 – How to prepare bill & pay bill --> tap at the Cashier button and follow the on-screen instruction. Take note that you must prepare bill first. You can select multiple orders to merge into one bill. After you have prepared the bill, then only you can use the pay bill function.