NCH Software Copper Point of Sale Software

Transcription

1 NCH Software Copper Point of Sae Software This user guide has been created for use with Copper Point of Sae Software Version 1.xx NCH Software

2 Technica Support If you have difficuties using Copper Point of Sae Software pease read the appicabe topic before requesting support. If your probem is not covered in this user guide pease view the up-to-date Copper Point of Sae Software Onine Technica Support at If that does not sove your probem, you can contact us using the technica support contacts isted on that page. Software Suggestions If you have any suggestions for improvements to Copper Point of Sae Software, or suggestions for other reated software that you might need, pease post it on our Suggestions page at Many of our software projects have been undertaken after suggestions from users ike you. You get a free upgrade if we foow your suggestion.

3 Copper Point of Sae Software Contents Introduction... 3 Getting Started... 4 Common Tasks... 5 Viewing Recorded Transactions... 7 Viewing Refunded Transactions... 8 Using Draft Transactions... 9 Customizing Copper Reporting and Anaysis Mutipe Currencies Credit Card Readers How to Log On Password Management Remote Access Network Setup Keyboard Shortcuts Appication Synchronization Import Items Software License Terms Options Options ~ Credit Card Gateways Genera CSV Import Wizard: Seect CSV for Import CSV Import Wizard: Match Data Fieds CSV Import Wizard: CSV Import Resuts Screen References Transaction Draft Transaction Saespeope List Saesperson Search Items List

4 Restore Dua Screen Refunds View Previous Refunds Browse Transactions Process Refund Authorize Account Settings Eway Account Settings Paypa Payfow Pro Account Settings Paypa Account Settings Account Settings Fax Settings Fax Number Emai Address Print Preview Back Up Data Manua Item Entry Adjust Item Discount Adjust Item Unit Vaue Adjust Item Quantity Saesperson Seect Report Category and Period Mutipe Businesses Credit Card Information Receive Payment Log On Options ~ Web Access Options ~ Genera Options ~ Sync Apps Options ~ Transaction Options ~ Receipt Options ~ Receipt Text Options ~ Tax Options ~ Regiona Options ~ Sync Apps - Network Item ~ Item Item ~ Coupon Options ~ Web Routing - URL 2

5 Introduction Thank you for instaing Copper. Copper makes it easy to create saes receipts for customers and keep track of transactions. Copper is designed to integrate easiy into Point Of Saes environments, and is intended for use with touch screen terminas and barcode scanners. This software generates and prints professiona ooking receipts. It records a transactions and then uses that information to produce hepfu reports. Copper is entirey free and can be instaed and running within minutes. Features Records saes transactions quicky and easiy Generates and prints professiona ooking receipts Supports receipt printers that use ro paper Works we with touch screen terminas and barcode scanners - no need for mouse or keyboard input Manages item pricing and offered discounts Generates reports for anayzing saes by saesperson or item Can run mutipe (unimited) businesses from one insta Can store unimited receipts and items Data backup/restore feature keeps your data safe Instas and ready for printing in ess than a minute Designed to be very easy to use for day-to-day operation System Requirements Windows 2000/XP/2003/Vista/7/8 Printer (for printing receipts) 3

6 Getting Started After you first insta Copper, the startup wizard wi run. This wi prompt you for the most basic information about your business incuding your company name, address and contact detais. After the startup wizard has run, you wi need to create at east one Saesperson. Ideay, you shoud aso create Item entries for each of the items you wi be seing, so that they can be easiy added to a transaction via the item code. A defaut settings shoud work "out of the box". See the Common Tasks topic of this manua for hep on creating Saespeope and Items. Once you have created at east one Saesperson, and at east one item, you can experiment with creating transactions using the main screen. Don't worry about creating fase data - you can easiy remove the test transactions using the Deete action in the Transactions List. When you fee confident creating transactions, you can fine tune Copper using the configuration Options (from the Toos menu). This ets you specify more detais about your business, tax rates or the ayout of receipts. See the Customizing Copper topic of this manua for more detais. 4

7 Common Tasks Adding New Saespeope Cick the View button on the main window toobar, and seect Saespeope to open the Saesperson List. Then cick the Add button on the Saesperson List toobar. Enter the appropriate information for the new Saesperson. You must provide a First Name and Last Name, but a other information is optiona. Cick the OK button to save the new Saesperson. Creating Items Cick the View button on the main window toobar, and seect Items to open the Items List. Then cick the Add button on the Items List toobar. Enter the code, description, unit vaue and tax rate for the new item. If appicabe, enter a discount as a percentage reduction of the origina price. Cick the OK button to save the new item. Creating Transactions Transactions are created from the main window. Starting a Transaction is a two step process: adding items, and recording the payment. Adding Items to a Transaction If necessary, use the New Transaction button ocated in the ower right corner to cear a items and information from the previous transaction. There are severa ways to add a new item to a transaction: Scan the item's code using a barcode scanner. Enter the item's code into the Enter Item Code text box, then press Enter or the Add Item button. Use the Seect Item button to seect an item from the Items List. Use the Manua Item Entry button to add an item that does not have a barcode, or cannot be found in the Items List (requires a keyboard). If you add an Item which is aready isted in the current transaction's items ist, the quantity of that item wi increase by one, rather than adding a new item ine entry. To change an item's quantity more quicky, seect an item then cick or press the Adjust Quantity button and enter a new quantity for the seected item. Recording Payment for a Transaction When at east one item has been added to a new transaction, and you are ready to receive payment, cick or press the Pay button. Seect the payment method to be used, and enter the amount tendered by the customer. Copper wi cacuate the amount of change due as you enter the tendered amount, and wi dispay this in the fied beow. 5

8 6 When you have entered the correct payment detais, and returned the correct change to the customer, cick the 'Record' button to save the transaction.

9 Viewing Recorded Transactions Every time you received payment for a transaction, Copper records the transaction in its database. At any time, you can view past transactions regardess of the date on which they occurred. To view a previousy recorded transaction: Cick on the View button on the main window toobar. Seect the Transactions item from the popup menu to open the Transactions List. Cick within the Transactions List to seect the transaction you wish to view. Cick on the View button on the toobar of the Transactions List window. Ony the saesperson with administrative priviege can deete a transaction from the transaction ist. This window aso gives you the option to Preview or Print the transactions ist, or Deete a transaction. 7

10 Viewing Refunded Transactions Every time you process a refund for a transaction, Copper records the refunded transaction in its database. At any time, you can view past refunded transactions regardess of the date on which they occurred. To view a previousy refunded transaction: Cick on the View button on the main window toobar. Seect the Refunds item from the popup menu to open the Refunded Transactions List. Cick within the Refunded Transactions List to seect a refunded transaction you wish to view. Cick on the View button on the toobar of the Refunded Transactions List window. Ony the saesperson with administrative priviege can deete a transaction from the refunded transaction ist. This window aso gives you the option to preview or print the refunded transactions ist, or deete a transaction. 8

11 Using Draft Transactions Copper aows you to save new transactions as drafts. This means that if you are in the midde of drafting up a new transaction and you find yoursef being interrupted, you can save it as a draft, and then resume competion of the transaction at a ater time. To save the current transaction as a draft, cick on the Save button at the bottom of the main window. This wi save the transaction into to the ist of drafts. To resume work on a previousy saved draft, cick on the Open button at the bottom of the main window. To view the ist of saved draft transactions, Use the menu item View -> Drafts on the main window. The ist of draft transactions aows you to choose a draft transaction. To open the seected draft in the main window, cick Seect. To deete the seected draft, cick Deete. To view the contents of a seected draft, cick View. 9

12 Customizing Copper Copper provides an Options window, so you can configuration certain setting in Copper to suit your needs. You can access the Options by cicking on the Options button in the main window toobar. Changing Transaction Options To change the way Copper automaticay generates transaction numbers, use the Transaction tab of Options. Using this tab, you can choose the number that wi be assigned to the next recorded transaction. You can aso make Copper add a prefix to each transaction number generated, if required. For more information on Transaction Options, see the Options~Transaction section of this manua. Changing Receipt Options To change the way a receipt is printed, use the Receipt tab of Options. Things you can change incude: Print a sma sized receipt specificay for receipt ro printers Receipt tite The height of your ogo Headings for certain tabe coumns Footer notes and specia comments Position of customer's addresses For more information on Receipt Options, see the Options~Receipt section of this manua. 10

13 Reporting and Anaysis Copper's reporting abiity can be used as a vauabe performance anaysis too. To access Copper's reports, cick on the Reports button on the main window toobar. Then, seect the menu item for the report you wish to view. You wi then be asked to seect a report category and to provide a date range for the reporting period. Copper provides the foowing reports for both saes and refunds categories: Transactions - View a transactions within the seected reporting period, incuding saesperson and amount. Saespeope - View tota saes made or refunds processed by each saesperson within the seected reporting period, incuding percentage by totas for each saesperson. Items - View the tota quantity of each item sod or refunded within the seected reporting period, incuding tota vaues for each item. The item vaues do not take into account coupon discounts or taxes. Taxes - View the tota taxes of different types appied on transactions within the seected reporting period. Payment Methods - View the report of payment methods of different types (such as cash, check, credit, etc.) appied on transactions within the seected reporting period. Each reporting screen provides the foowing actions: Preview - Preview the report to see how it wi be printed. Print - Send the report to a printer. Save as PDF - Save the report as a PDF fie. Save as CSV - Save the report as a CSV fie, which can be opened in a spreadsheet appication. Emai - Send the report as a PDF fie to a recipient via emai. You must set up emai settings from the Genera tab in Options before you can send emai from Copper. Fax - Send the report to a recipient via Fax. You must set up fax settings from the Genera tab in Options before you can send faxes from Copper. 11

14 Mutipe Currencies Copper handes a business deaing with mutipe currencies as a different business for each currency. For exampe you coud create one "business" caed YourCompany - USD and another YourCompany - Euro. Each coud hande saes tax, VAT separatey and you can print reports entirey separatey for the US doar account or the EURO account. Each account must be set up separatey with its own saesperson, items etc. To add a new currency to the business: from the menu, seect Copper -> Mutipe Businesses. Then cick Add. After you cick Add the Startup Wizard wi run. Then you can choose different currency from the Options -> Regiona under the Regiona Format Settings section. It is recommended you name the new business currency something ogica ike YourCompany - AussieD. Remember to treat it as an entirey new business. 12

15 Credit Card Readers Copper provides imited support for USB credit card readers. Setup Instructions 1) Purchase a magnetic stripe reader that is configured from the factory to work in keyboard emuation mode + SureSwipe mode. To see whether it is working correcty, open a program such as Notepad or TextEdit. Pug in the card reader and swipe a card. If you see text a on one ine, and the cursor moves to the next ine, it shoud be working correcty. Now deete the text. 2) If you are using a MagTek device, the mode can be changed at this page: or within the program, you can go to Options -> Credit Card Gateways and cick Configure to set up the device. 3) Set up a "Card Present" account with a credit card gateway provider. For instance, Authorize.net provides a free test account. Later on, after you are done testing, make sure you have a ive account and that it is propery activated before you start seing to customers. Otherwise, you won't get paid for the items you se. We recommend starting with a test account and testing it thoroughy, and then switching to a ive account, and then running a few sma "purchases" on your own credit card before opening it up to customers. You can check the purchase status onine through the web page that your gateway service provides. 4) Get the atest credit card interfaces by opening Copper and going to Options -> Credit Card Gateways -> Check for Updates. 5) Enter your credentias after going to Options -> Credit Card Gateways and seecting a provider and cicking Options. 6) Run test transactions by entering items and cicking "Pay". Check the box indicating that you wish to "Charge Customer via Onine Credit Card Gateway". Then cick "Add Payment". With the cursor in the "Card Number" fied, side your card through the reader. It shoud process automaticay. Security Considerations 1) Whether you are using a card reader or entering card numbers manuay, it is important to keep your machine cean and free of maware. 2) Pease consider using a reputabe antivirus program. At the same time, it's heathy not to go overboard because there are some phony security programs out there. We recommend choosing one of the we-known antivirus programs. 3) Pease consider using Copper on a dedicated machine. Other activities such as unsupervised web browsing or opening emai attachments coud compromise the security of the machine. If this is not practica, consider making a ist of activities, programs, or web sites that are needed for running the business, and then using the machine ony for these purposes. 4) One way to tighten security is to set up a firewa to bock a Internet traffic except a few seected sites such as the operating system update site and the credit card gateway. Usuay, the credit card gateway URL can be found in the credit card setup page. 5) Pease update the credit card components reguary within Copper. Even if a new version of Copper has been instaed, it is a good idea to check for credit card updates. 6) If you see an uncear error message when making a credit card sae, pease contact NCH support and/or check your merchant interface to see whether the transaction succeeded. 7) Pease check bank statements reguary. 13

16 How to Log On Enter your Emai address aong with the password and cick on Logon. If you have forgotten your password, cick the forgot your password? ink beow the password fied. After fiing out your registered emai address, a new password wi be sent to you by emai. 14

17 Password Management How to change your password 1) First, ogin to your account and cick the "change password" ink on the main page. 2) Enter your current password. 3) Enter the new password you wish to use. 4) Re-enter the new password to confirm it. 5) Cick OK to finish. Retrieve Your Password Just cick on "Forgot your password?" ink on the ogin page, enter your emai address and cick Ok. An emai containing your reissued password wi be sent to your emai box. For security reasons, your password wi be reset every time that you retrieve your password. 15

18 Remote Access How to access Copper remotey from your mobie device e.g. iphone / BackBerry 1) The computer where Copper is instaed must be switched on, connected to the internet, and Copper must be running. For convenience, you can check the Run on Startup option on the Genera options tab. This wi cause Copper to run whenever you turn your computer on. 2) Configure your firewa / router device to aow access to Copper from the outside word. Read the information at for a guide on how to do this. Skip this step if you do not have a firewa / router device. 3) Determine the internet address of the computer running Copper. This can be done using the Web Access tab of the options diaog. Cick on the Run Web Routing and Test Wizard button, and the Pubic Network address wi be updated. Enter this address into your mobie device's web browser. 16

19 Network Setup This tab aows you to configure your network so that you can synchronize data between appications. The foowing options are avaiabe. Aow access to Copper Point of Sae Software on the oca network - This option aows you to synchronize data with another computer that is on the oca network. This is the preferred option. Aow access to Copper Point of Sae Software from the internet (Coud Access) - This option aows you to synchronize data between computers that are not on the same oca network. Run Web Routing and Test Wizard - Use this to check the firewa if you need coud access. Advanced Routing - This provides more options for configuring your computer on the network. If you are using Copper as a cient of Inventoria on the oca network, then the advanced options can typicay be eft aone. 17

20 Keyboard Shortcuts The foowing ist shows shortcuts for the most common tasks used in Copper main window: View Items Ctr+T View Saespeope Ctr+F Hande Refunds and Returns Ctr+R View Program Options Ctr+O View Hep Documentation F1 Initiate New Transaction or Void Current Transaction F3 Make Payment for Current Transaction F4 Deete Seected Item(s) DELETE Exit Copper (Cose to Tray) At+F4 The foowing ist shows shortcuts for the common tasks used in Copper Items List window: Add New Item Ctr+N Add New Coupon Ctr+U View Hep Documentation F1 Edit Seected Item or Seect Item if in edit transaction mode ENTER Deete Seected Item(s) DELETE Exit 'Items List' window ESC The foowing ist shows shortcuts for the common tasks used in Copper Transaction List window: View Transaction At+V Seect Transaction ENTER Print Seected Transaction Ctr+P View Hep Documentation F1 Deete Seected Transaction(s) DELETE Exit 'Transaction List' window ESC The foowing ist shows shortcuts for the common tasks used in Copper Saespeope window: Add New Saesperson Ctr+N Emai Seected Saesperson Ctr+E Teephone Seected Saesperson Ctr+T Find Saesperson Ctr+F Find Next Saesperson F3 View Hep Documentation F1 Edit Seected Saesperson Detais ENTER Deete Seected Saesperson(s) DELETE Exit Saespeope window ESC The foowing ist shows shortcuts for the common tasks used in Copper report windows: Print Seected Report Ctr+P 18

21 Emai Seected Report Ctr+E Save Seected Report as PDF fie Ctr+S View Hep Documentation F1 Exit Saespeope window ESC 19

22 Appication Synchronization Use this hep page to troubeshoot the most common probems when attempting to sychronize items or quantities with Inventoria or another instance of Copper. Unabe to connect to [host name] through port [port number]. Copper was unsuccesfu in its attempt to connect to the server program. Confirm that the server program is running and has Web Access enabed. Verify that the host name entered into Copper is the correct host name or IP address of the computer which is running the server and that the port number entered into Copper matches the port number through which the server accepts web connections. Connection rejected -- Appication integration not enabed by [program name]. The appication synchronization behavior is not enabed by any business in the server program. Compete the setup process for appication synchronization in the Options diaog of the server program. Connection rejected -- invaid authorization key. The authorization key entered into this instance of Copper does not match that of the server. The authorization key is case sensitive and must exacty match the authorization key entered into the server program. Quantity change faied -- invaid ocation name: [ocation name]. Copper is attempting to update quantities for an item at a ocation that does not exist in the server Inventoria program. The ocation name entered into Copper is not case sensitive but must otherwise match the name of one ocation in the server Inventoria. Quantity change faied -- invaid item name: [item name]. Copper is attempting to update quantities for an item that does not exist in the server Inventoria program. The most ikey cause of this error is that the item was created ocay or deeted from the server Inventoria after the most recent item synchronization. 20

23 Import Items The foowing fieds can be imported into item records: Item Code - A unique identifier for the item. This coud be a barcode number or an identifier number or a short descriptive string. It cannot be onger than 25 characters. Exampes: , ITEM0001, WHEAT BREAD Description - A description of the item. It is typicay imited to 259 characters. Exampes: Denta Foss, Granoa Bars w/raisins, Goden Wheat Bread Price - The sae price of the item, using the format defined in the regiona settings. If you are using a currency other than doars, pease configure the currency before importing. It is not necessary to incude the currency symbo. Exampes: $1.99, 2.54, 0.89 Tax - (Optiona) The name of the tax to appy to this item. If bank, the defaut tax appies. It can aso be "Defaut" or "None". Pease set up taxes in Copper before importing items that use taxes. Exampes: Saes Tax, Defaut, None, Riverton Saes Tax 21

24 Software License Terms 1) The copyrights in this software and any visua or audio work distributed with the software beong to NCH Software and others isted in the about box. A rights are reserved. Instaation of this software and any software bunded with or instaed-on-demand from this software is icensed ony in accordance with these terms. 2) By instaing, using or distributing this software you, on your own behaf and on behaf of your empoyer or principa, agree to be bound by these terms. If you do not agree to any of these terms, you may not use, copy, transmit, distribute, nor insta this software - return it to the pace of purchase within 14 days to receive a fu refund. 3) This software, and a accompanying fies, data and materias, are distributed "as is" and with no warranties of any kind, whether express or impied except as required by aw. If you intend to rey on this software for critica purposes you must test it fuy prior to using it, insta redundant systems and assume any risk. 4) We wi not be iabe for any oss arising out of the use of this software incuding, but not imited to, any specia, incidenta or consequentia oss. Your entire remedy against us for a caims is imited to receiving a fu refund for the amount you paid for the software. 5) You may not use this software in any circumstances where there is any risk that faiure of this software might resut in a physica injury or oss of ife. You agree to indemnify us from any caims reating to such unauthorized use. 6) You may copy or distribute the instaation fie of this software in its compete unatered form but you may not, under any circumstances, distribute any software registration code for any of our programs without written permission. In the event that you do distribute a software registration code, you wi be iabe to pay the fu purchase price for each ocation where the unauthorized use occurs. 7) Use of data coected by the software is subject to the NCH Software Privacy Statement which aows automatic anonymized coection of usage data and emai addresses in imited circumstances. 8) 22

25 The contract arising out of this agreement is governed by the aws and courts of the Austraian Capita Territory. 23

26 Options - Options ~ Credit Card Gateways The Credit Card Gateways tab of the Options diaog is where credit card payments are configured, so that you can accept credit card payments from customers using Copper Point of Sae Software. Credit card gateways can virtuay take the pace of physica credit card swipe machines and process your customer's payments securey. A ist of the avaiabe credit card gateways appears on this tab. If you do not see any gateways, cick the Update List button to refresh the ist. By updating the ist, you wi see credit card gateways that have been tested with Copper Point of Sae Software. You may add a gateway that does not appear on the ist by defaut by cicking the Add button and seecting the.d fie for another gateway, but note that gateways not on the ist by defaut may not work as intended with Copper Point of Sae Software. To configure settings for a gateway, seect it from the ist so that its name is highighted, and cick the Options button. To enabe a credit card gateway for charging customers, check the box to the eft of its name. Ony one credit card gateway can be seected at a time. Note that if you do not enabe a gateway by checking its box, credit card charging with Copper Point of Sae Software wi not be possibe. For more information about each of the supported gateways, cick the inks beow: Authorize Authorize website: Authorize getting started guide Aso see the Authorize account settings topic in this manua. Free sandbox account: Choose a "Card Not Present" account if you aways enter card data manuay, or a "Card Present" account if you are using a supported card reader. Eway Eway Austraia website: More countries are avaiabe by seecting the ocation on the website. Aso see the Eway account settings topic in this manua. PayPa PayPa website: You wi want to set up a Paypa account, and then set up a Payfow Pro account. Payfow Pro website: Aso see the Paypa Payfow Pro Account Settings topic in this manua. Supported Currencies 24

27 Currenty, ony currencies with two decima paces (such as US doars) are supported. Currencies with zero or three decima paces are not yet supported. To use a currency other than US doars, pease set the defaut currency in your credit card gateway interface. Then run a few sma test transactions and then review the merchant interface to make sure the resuts are as expected. Charge Customers via onine Credit Card Gateway - Seect this option to enabe credit card charging functionaity. If you are using a sef-contained externa credit card machine instead, do not seect this. Configure... - Configure or adjust the settings for the seected account. Update List - Connect to the internet and check for updates, or for support for additiona gateways. HARDWARE DEVICES Use this section to configure a USB credit card reader. Currenty, ony some MagTek readers and generic keyboard-mode readers are supported. Show a devices - Check this box to show USB devices connected to your computer, even if they aren't recognized as card readers. Refresh - Updates the ist of attached USB devices. Configure - Seect an item in the ist and cick "Configure" to set up a card reader to work with the program. 25

28 Genera - CSV Import Wizard: Seect CSV for Import Seect CSV for Import CSV Import Fie Enter the name of the CSV fie containing the import or cick the adjacent button to open a fie browsing diaog. A CSV (Comma-Separated Vaue) fie contains data entries separated by a comma. Many spreadsheet appications aow the user to save entered data in the CSV format. 26

29 Genera - CSV Import Wizard: Match Data Fieds Match Data Fieds This page of the wizard provides a means of associating the headers in your CSV fie with the fieds supported by Copper Point of Sae Software. To assign a header to a specific fied, cick on the ce adjacent to the fied. A ist of unassigned headers wi dispay, from which you may seect the header you wish to assign. 27

30 Genera - CSV Import Wizard: CSV Import Resuts CSV Import Resuts The resuts page shows how many items were successfuy imported, how many rows faied to produce an import, as we as a reevant errors generated during the import. 28

31 Screen References - Transaction Previous transactions can be viewed using this diaog window, but once transactions have been recorded, they cannot be atered. When viewing a previous transaction, you wi see the Date and Time at which the transaction was recorded. You wi aso see a ist of a items sod, and a summary of payment detais beow. At the bottom of the window is a Receipt button which you may cick on to reproduce a receipt for the transaction. 29

32 Screen References - Draft Transaction Draft transactions can be viewed using this diaog window. When viewing a draft transaction, you wi see a ist of a items to be sod, and a summary of payment detais beow. To use a draft transaction, cose the diaogs and use the "Open Draft" button on the main screen. 30

33 Screen References - Saespeope List This screen ists a the saespeope who are aowed to use Copper. Before saespeope can use Copper, they must first Log On. It is not mandatory, but it is strongy suggested that you assign a password for each saesperson. You can use this screen to manage the ist of saespeope who are aowed to use Copper. The foowing actions are avaiabe: Add - Add a new saesperson to the ist so that they may use Copper. Deete - Remove an existing saesperson from the ist. Once this is done, the saesperson wi no onger be abe to use Copper. Edit - Edit the detais of an existing saesperson. Emai - Send emai to the seected saesperson using your emai cient software. Note that this action is not affected by the Report Send Settings which are configured via the 'Genera' tab of the Options Diaog. Teephone - Make a phone ca to the seected saesperson using NCH Expresstak VoIP software. Additiona resources are required to activate this feature. Import - Import a ist from a CSV fie. The foowing fieds are supported: First Name, Last Name, Phone, Phone 2, Emai, and Additiona Information. 31

34 Screen References - Saesperson Search Use this diaog to search for a saesperson by first name, ast name, or phone number. The first matching entry wi be seected. To find subsequent matching entries, press F3 or cick on Saesperson -> Find Next. 32

35 Screen References - Items List This screen ists a recorded items. You can use this screen to manage the ist of a recorded items incuding coupons. The foowing actions are avaiabe: Item - Add a new item to the ist. Coupon - Add a new coupon to the ist. Deete - Remove an existing item from the ist. Once this is done, the item can't be used any more. Edit - Edit the detais of an existing item. Import - Import the items from a CSV fie. The items ist can easiy be fitered by entering the fiter text in 'Find Item' input box. The fiter string matches in item code and item description, and it is case-insensitive. 'Cear' button cears the fiter and dispays fu items ist. Aso, 'Seect' option is avaiabe for unpaid or new transaction on cicking 'Seect item...' button on main transaction diaog. Seect - This button is enabed when an item is seected from the items ist, and can be used to add the seected item to the active transaction. 33

36 Screen References - Restore This feature restores the previousy backed up data in Copper data repository. Warning: When you do restore, a the current data wi be over-written or deeted permanenty from the Copper data storage foder, and it wi be repaced by the restored data. Thus, it is highy recommended to back up the current data before performing restore operation. How to restore 1) Login to your account using root user credentias. Root user is the first user created when instaing the Copper for the very first time. 2) Seect the 'Restore data...' submenu item under 'Toos' menu. 3) Confirm by cicking 'Yes' on the popup query message if you want to continue restore operation. (See 'Warning' above) 4) Seect the parent foder where Copper backed up data is pren. Generay, the parent foder name has format 'Copper-Backup-YYYY-MM-DD'. 5) Cick OK to start restoring. 34

37 Screen References - Dua Screen This feature enabes the dua screen mode, i.e., a second diaog wi open up which wi dispay the transaction detais from the main window. This is intended for systems with two monitors, where one monitor is turned towards customer and other towards saesperson; hence, aowing both customer and saesperson to view and review transaction detais during the check-out process. 35

38 Screen References - Refunds "The refund feature in Copper aows a saesperson to process and record items returned by customers. Processing a Refund Refunds are processed from Refunds window and it can be accessed from toobar button on main window. Refund processing is a two step process: adding returned items, and recording the refund. Adding Items to a Refund Transaction If necessary, use the New Refund button ocated in the ower right corner to cear a items and information from the previous transaction. There are severa ways to add a new item to a transaction: Enter a transaction number from the past receipt into the Enter Transaction Code text box, then press Enter or the Add Transaction button. This woud add a items from the entered transaction. Use the Browse Transaction to seect items from recorded transaction ist. Use the Seect Item button to seect an item from the Items List. Note that adding new items is not aowed when refunding a past transaction. Use the Manua Item Entry button to add an item that does not have a barcode, or cannot be found in the Items List (requires a keyboard). Note that adding new items is not aowed if processing from a past transaction. You may be abe to Adjust Quantity and Adjust Unit Vaue of the added items in the ist depending on item types and past transaction types. Recording the Refund When at east one item has been added to a new refund transaction, and you are ready to process and record the refund, cick or press the Process Refund button. Seect the refund method to be used, and enter the amount refunded to the customer. Copper wi cacuate the amount of change to receive if any as you enter the refund amount, and wi dispay this in the fied beow. When you have entered the correct refund detais, and returned the correct change to the customer, cick the 'Record' button to save the refunded transaction. A coupon item from a past transaction aways gets incuded when processing for refunds even if it is not seected. This is to avoid over-payment to a customer for a returned item. It is highy recommended to adjust the unit vaue for the coupon if it is in currency amount (instead of percentage). Synchronizing with Inventoria - If Copper is set up to synchronize with Inventoria, it wi not update stock counts when issuing a refund, deeting a refund, or deeting a saes transaction. Returned merchandise can be restocked manuay in Inventoria. 36

39 Screen References - View Previous Refunds Previousy refunded transactions can be viewed using this diaog window. When viewing a previous transaction, you wi see the Date and Time at which the transaction was recorded. If avaiabe, it aso dispays the origina transaction reference number from which the items were refunded. You wi aso see a ist of a items refunded, and a summary of payment detais beow. At the bottom of the window is a Receipt preview and print buttons which you may cick on to reproduce a receipt for the refunded transaction. 37

40 Screen References - Browse Transactions Past recorded transactions can be viewed and items from a seected transaction can be added to process refunds using this diaog window. The diaog consists of two ist views: Top istview contains the ist of past transactions. The ist can be fitered by seecting the time period by using the poo-down-ist contro, or by seecting custom start and end dates. Cick on a transaction to seect it and popuate the bottom istview. Bottom istview contains the ist of items from the seected transaction. Seect items to be refunded by checking the checkboxes next to each item row, and cick Refund Seected to continue processing the seected items for refunds. Coupon item from a seected transaction is aways added even if it is eft unseected. Note that Copper can ony process items from one transaction at a time for refunds. 38

41 Screen References - Process Refund After you cick the 'Process Refund' button on the 'Refunds' screen, the Process Refund diaog wi appear. This is where you enter how you paid back the customer. Note that to maintain consistency, this diaog is designed to cosey resembe 'Receive Payment' diaog, which processes the saes payment detais. Tota Refund Due This fied dispays the tota amount owed to the customer for the transaction. Method Refund by cash, check, or credit. Baance Remaining This fied dispays the remaining baance amount owed to the customer for the refunded transaction. Refund Amount Enter the amount to refund. Any change owed is dispayed in the Change fied beow. You may enter the amount, ess than the tota amount due. In such occasion, you are required to compete the refund processing by spiting into mutipe refund payments. Refund Reference Enter the credit transaction reference number here, or the check number. This is an optiona fied. Change If the refund amount is more than the Tota Refund Due, the change due wi be dispayed here. Add Refund If the saesperson or business wants to spit the tota refund amount into mutipe payment methods, then use 'Add Refund' button to add each partia tendered amount to the pay ist. Once the transaction is fuy paid, cick 'Record' to save and store the payment information. Remove Payment Use this option to remove the seected refund payment. Show/Hide Keypad 39

42 This button shows or hides a numeric keypad, and coud be usefu for touch screen interfaces. 40

43 Screen References - Authorize Account Settings Authorize Account Settings Login: Enter a ogin ID you've obtained from Authorize.Net Transaction Key: Enter a transaction key you've obtained from Authorize.Net Gateway URL: Enter the Authorize.Net gateway. It shoud be for a norma account, or for a test account. 41

44 Screen References - Eway Account Settings Eway Account Settings CustomerID: Enter a customer ID you've obtained from Eway. Gateway URL: Enter the Eway gateway. Typica URLs are for a test account, and for a ive account. 42

45 Screen References - Paypa Payfow Pro Account Settings Paypa Account Settings (Payfow Pro / PayPa Payments Pro) Partner: Enter the PayPa partner (usuay PayPa). Use the same credentias you woud use to og in to Merchant Login: Enter your merchant ogin User: Usuay this is the same as the merchant ogin Password: Enter the password to your PayPa merchant account This is a test account (see hep) Check this to use test mode instead of running ive transactions. To use test mode, you may need to create a sandbox account at and then enter your sandbox emai address at under Service Settings -> Hosted Checkout Pages -> Setup. (Source: 19 Juy 2013 p.50) 43

46 Screen References - Paypa Account Settings Paypa Account API Username: Enter an API user name you've obtained from PayPa API Password: Enter an API password you've obtained from PayPa Gateway URL: Enter the PayPa gateway. Usuay, API Credentias Cient Side SSL Seect this option if you are using a certificate. 3-token Authentication Seect this option if you are using a signature. Signature: Signature for 3-token Authentication Certificate Password: Password of the Certificate fie for Cient Side SSL Fu fie path of Certificate fie for Cient Side SSL. Test Connection Cick this to check the connection to the gateway using the credentias provided. 44

47 Screen References - Account Settings If you are using a third-party credit card gateway DLL, enter the fu URL-encoded ogin string here. 45

48 Screen References - Fax Settings To send faxes you need an eectronic gateway to send direct from your PC using emai protocos. Cick on the recommended gateways ink for more information. Gateway domain To send faxes you must enter the gateway domain (that is the part For exampe to send a fax to [FaxNumber]@yourfaxco.com enter yourfaxco.com as the domain. 46

49 Screen References - Fax Number Pease enter the teephone number for the fax to send to. Remember this fax number Tick 'Remember this fax number' to save the number for use in the future. 47

50 Screen References - Emai Address Pease enter the emai address you want to send to. This needs to be the fu emai address, e.g. tom.jones@exampe.net. To send to mutipe emai addresses, separate each address with a comma.for probems with sending an emai, pease refer to this page. Remember this emai address If this option is avaiabe, tick 'Save this as emai...' to save the emai address for use in the future. 48

51 Screen References - Print Preview The Preview window dispays each page of the document as it wi be printed by the printer. Print (if avaiabe) You can print the document by cicking the Print button. This wi open the printer seection and settings diaog where you can seect which pages of the document to print. Previous and Next Use the Previous and Next buttons to view each page of the document when there is more than one page to print. Cose The Cose button coses the window. 49

52 Screen References - Back Up Data It is essentia that you backup your data reguary just in case something goes wrong. Pease seect one of the options beow. Backup Options Back up to a Network Foder This is a good option if you are working in an office. Ask your Network Administrator to create a safe foder on the shared server. Seect this foder and cick Backup. The entire appication foder wi be copied to that foder. If something goes wrong (ike a hard drive crash) you just copy back the foder and everything wi be restored. Back up to a CD or DVD with Express Burn Seect this option to burn a the data to disc using Express Burn. See to earn more about Express Burn. Back up to a Removabe Drive As an aternative use this option to backup to an externa USB hard drive or USB key fash drive. Pease consider using MEO to encrypt the fies if using removabe media. 50

53 Screen References - Manua Item Entry Use the Manua Item Entry button, ocated on the main screen above the transaction ist, to add an item that does not have a barcode, or cannot be found in the Items List (requires a keyboard). Item Quantity: Enter the quantity of the item being sod. Item Code: Enter the code of the item being sod, if appicabe. Item Description: Enter the fu description you want to be dispayed on the receipt. Unit Vaue (price or rate): Enter the price of a singe item. Discount: Enter any discount as a percentage reduction of the Unit Vaue. Tax: Seect the tax rate that appies. If you ony see 'None' you may first need to configure the Tax Options (Options from the main window then cick the Tax tab). Add this item permanenty to Items List Check this box to create this item permanenty, i.e., the item wi be added to the items ist repository, as we as, to this transaction. This contro is disabed when accessed from Refunds window. 51

54 Screen References - Adjust Item Discount Use the Adjust Discount button to change the purchase discount of the currenty seected item. Note that the discount is appied to the seected item one time ony and vaid for just this transaction, i.e. this won't change the discount for the item in the item inventory ist. Thus, it is highy recommended to add some comments to the item description with the reasons for appying the discount. Item Description: Enter the fu description and append the reason for appying this discount. Discount: Adjust any discount as a percentage reduction of the Unit Vaue. 52

55 Screen References - Adjust Item Unit Vaue Use the Adjust Unit Vaue button to change the unit vaue of the currenty seected item whie competing a refund transaction. Note that the unit vaue is appied to the seected item one time ony and vaid for just this transaction, i.e. this won't change the vaue for the item in the item inventory ist. Thus, it is highy recommended to add some comments to the item description with the reasons for changing the unit vaue. Item Description: Enter the fu description and append the reason for changing the unit vaue. Unit Vaue: Adjust any unit vaue for the seected item. The vaues can not be adjusted for coupons in percentage. 53

56 Screen References - Adjust Item Quantity Use the Adjust Quantity button to change the purchase quantity of the currenty seected item. New Quantity: Enter the new quantity to be purchased. Show/Hide Keypad This button shows or hides a numeric keypad, and coud be usefu for touch screen interfaces. 54

57 Screen References - Saesperson Add saespeope to Copper to keep track of each saesperson's transactions, and their contact information. To add saespeope, cick the Add New Saesperson ink from the sidebar, or open the Saesperson List and cick Add, then use the descriptions beow to fi in the information about the saesperson. First Name: Enter the first name of the saesperson. Last Name: Enter the ast name of the saesperson. Phone (primary): Enter the primary phone number of the saesperson. The phone number can contain etters, digits, and other text. Phone (aternative): Enter the aternative phone number of the saesperson, if any. Emai: Enter the emai address of the saesperson. Additiona Info: Enter any additiona information, such as date of birth. Password: Enter the ogin password for the saesperson. Verify Password: Repeat the ogin password that was entered in the above 'Password' fied to verify its accuracy. Privieges Administrator Check this option to aow this user to modify others user's preferences, view reports and ogs, se/refund items, and to add/remove transactions. Saesperson Check this option to aow this user to se/refund items. 55

58 Screen References - Seect Report Category and Period Before Copper generates the report you have seected, you wi be asked to seect report category (Saes or Refunds) and to enter dates you woud ike the report to span. Seect from fixed reporting dates, or customize a start and end date for the report. Report Category Saes Check this option to generate report from saes transactions. Refunds Check this option to generate report from refunded transactions. Report Period Seect Period: Seect the period for the report. Choose from a fixed period incuding the current month, the previous month, or the current caendar year. Or you can choose Seect from the ist and then enter any Start Date and End Date you ike in the boxes to customize the period of the report. Start Date: Enter the date (incusive) the report period wi start from. Cicking the down arrow wi dispay a caendar from which the start date for the report can be seected. End Date: Enter the date (incusive) the report period wi end on. Cicking the down arrow wi dispay a caendar from which the end date for the report can be seected. 56

59 Screen References - Mutipe Businesses A singe instaation of Copper can manage many businesses. They run as if they were entirey different instas. Every singe setting can be changed for each business. Each business has its own saespeope, items, payments and reports. To add a business, from the menu seect Copper -> Mutipe Businesses. Then cick Add New Business. After you cick Add the Startup Wizard wi run. To deete a business, seect a business by cicking once on the ist of businesses. Then cick Deete Business. To seect the active business, choose a business in the ist and cick Seect. 57

60 Screen References - Credit Card Information Enter the credit card detais for this transaction. Card Number (or side card): Enter the customer's credit card number, or swipe a card through a card reader. Card Expiration Date (mm/yyyy): Enter the customer's credit card expiration date (mm/yy or mm/yyyy). Card Verification Number: Enter the customer's credit card Verification Number. Customer Name: Enter the name of the customer. Biing Address: Enter the customer biing address. 58

61 Screen References - Receive Payment After you cick the Pay button on the main screen, the Receive Payment diaog wi appear. This is where you enter how the customer paid, and if you need to give change back. Tota Amount Due: This fied dispays the tota amount owed by the customer for the transaction. Payment Method: Seect a payment method to pay for the transaction. Baance Remaining: This fied dispays the remaining baance amount owed by the customer for the transaction. Amount Tendered: When the customer pays in cash, enter the amount received. Any change owed is dispayed in the Change fied beow. If the customer pays by another method, this fied wi be automaticay fied out with the remaining amount due. Payment Ref: Enter the credit transaction reference number here, or the customer's check number. Change: If the customer paid in cash and money is owed back to them, the change due wi be dispayed here. Add Payment If the customer wants to spit the tota owed amount into mutipe payment methods, then use 'Add Payment' button to add each partia tendered amount to the pay ist. Once the transaction is fuy paid, cick 'Record' to save and store the payment information. Remove Payment If a payment was entered incorrecty, remove it and re-enter it. Show/Hide Keypad This button shows or hides a numeric keypad, and coud be usefu for touch screen interfaces. 59