Banksia Online Help

Click on the left hand menu of your screen to navigate section.

Online Booking

The Bookings module allows you to create and manage bookings across all your venues.

To start, first go to Setup then select Online Bookings.

online-booling-screen

After clicking the Online Booking the screen will pop up.

online-booking1

Basic Settings

  • Centre Information – This field contains the details of the company.
    • Centre Name – Fill in the name of the company.
    • Phone Number – Fill in the phone number of the company.
    • SMS Notification Number – Fill in the number of company for SMS notification.
    • Email address – Fill in the email address of the company.
    • Website – Fill in the website address of the company.
    • Country – Select the country of the company.
    • Latitude – this will be automatically fill in once you select the country.
    • Longitude – this will be automatically fill in once you select the country.
  • Terms and Conditions – Provide the terms and conditions of the company that will be shown on online booking.
    • Venue names – this field can set up the web display name of a venue
    • Venue – Select the desire venue.
    • Web display name – You can use the existing venue name of you can edit the venue name you want to display on web.
  • Mixed age group restriction settings – This field is for the age restriction if applicable.
    • Enable Mixed Age Group Restrictions – enable this if you want to apply age restriction for booking.
    • Use system age settings – enable this if you want to use the system age settings for age restriction.
    • Minimum age restriction check – fill in the minimum age allowed.
    • Maximum age restriction check– fill in the maximum age allowed.
    • Age range – fill in the age range for restriction.
  • Misc settings – This field is for misc settings
    • Number of minutes customer has to complete a booking after selecting a date and time – fill in the minutes for customer to complete a booking after selecting date and time.
    • Minimum time in advance required to be able to create booking – set the minimum time in advance to be able to create booking.
    • Furthest time in advance to be able to create booking – set the furthest time advance to be able to create booking.
    • Require customer contact to confirm bookings made without payment – enable this to require contact number of customer who made booking without payment.
    • Enable Multiple Package Searches – enable this to allow multiple package search.
    • Place this code on your website to enable Online Bookings from your website: provided script below will be use to add the online booking on your existing website.

booking-style

Booking Styles

Style – shows the available booking style

Enabled – shows the active booking style online indicates that the corresponding booking style is active and indicates that corresponding booking style is inactive online.

booking-online

  • Setup
  • Name on web – Name of the selected booking style name will reflect on online booking. You can also edit
    name.
  • Enable for Online Bookings – enable this to make the booking style available for online booking.
  • Required Deposit type – select your desire deposit type. This includes the following:
    • Use booking style settings – select this if you want to use the existing settings of the selected
      booking style.
    • Per person – select this if you want a person rate for deposit.
    • Flat rate – select this if you want a flat rate for the deposit.
    • Percent – select this if you want a percentage rate for deposit.
    • None – select this if you don’t require deposit.
  • Image (click to change) – Provide your desire image for the selected booking style.
  • Select the to remove the current image of the selected booking style.

  • Description– Provide the description for the selected booking style.

booking-online2

Required Data

  • Required Data – this tab is use to select the date required for the selected booking style that will be available for online booking.
    • Use Booking Style Settings – enable this if you want to use the existing data required settings on your selected booking
      style.
    • Required – select the data you want to required for the selected booking style. It is only available to enable if you don’t select the existing booking style settings. This includes the following:
  • First Name
  • Last Name
  • Home Phone
  • Mobile
  • Email
  • Address 1
  • Address 2
  • City
  • State
  • Post Code

Rules

booking-online3

  • Rules – This tab is use to set the rules for the selected booking style that will be available for online booking.

    • Time Rules
      Use Booking Style Settings – enable this to use the existing time rules of the selected booking style. Otherwise, select to set
      your time rules.
    • Maximum Rules
      Use Booking Style Settings – enable this to use the existing maximum rules of the selected booking style. Otherwise, select to
      set your maximum rules.

booking-online4

  • Other Restrictions – this tab shows the other restrictions for the selected booking style that will be available for online booking.

Restrictions (0 to disable)

  • Use Booking Style Settings – enable this to use the existing restriction for the selected booking style. Otherwise, provide the restrictions
    below.
  • Minimum age – set the minimum age for the selected booking style.
  • Maximum age – set the maximum age for the selected booking style.
  • Minimum patrons – set the minimum patrons for the selected booking style.
  • Maximum patrons – set the maximum patrons for the selected booking style.

online-booking-payments

Payments

  • Enable Online Payment – tick to enable online booking payments.
  • Payments Paypal account – provide the paypal account for online payment.
  • Currency – Select the currency of payment.
  • PDT Identity Token – provide the PDT identity token for online payment.

online-booking-confirmation

Confirmation

Confirmation– select the confirmation type that will be used for online booking. Select
to enable the confirmation. Choose from the following:

Booking reserved – Below will be booking confirmation that will be received by the customer. You can edit confirmation with your company name.

online-booking-confirmation-email

online-booking-confirmation-email2

Booking reserved with Payment made – Below will be booking confirmation that will be received by the customer. You can edit confirmation with your company name.

Booking Confirmed – Below will be booking confirmation that will be received by the customer. You can edit confirmation with your company name.

Extras

online-booking-extras

  • Available Extras – this field shows the available extras that can be add on online booking.
  • Allow user to add extra items to their booking – enable this to allow extra items on booking.
  • Allow items – are the items that can be add on online booking. This are based on the categories you set up on inventory.

Item’s settings

  • Can be added to an online booking – enable this to change your web name and add description and image to it.
  • Web Name – provide your desire web name.
  • Description – provide description of website.
  • Image – provide the image for the website.
  • Minimum Orderable (0 for disabled) – provide minimum orderable.
  • Maximum Orderable (0 for disabled) – provide maximum orderable.

Once done setting up details for online booking, select Upload Data to upload the data online then select Apply to save changes and Ok to exit the window.


Inventory Setup

To open a Inventory Setup in Banksia first go to Setup click Inventory Setup.

inventory-setup-screen2

Suppliers

To add a supplier in Banksia first go to Setup click Inventory Setup then click Suppliers.

supplier-screen

Search Area – This is the part of the inventory module where you filter or search particular items.

Data List – This are all the list of suppliers you have.

supplier-screen2

Categories

In creating item categories, first go to Setup click Inventory Setup then click Categories

item-categories

There are three Category types in this module:

  • Stock – For items can be quantified or can be bought physically
  • Package – Combination items which is composed of stock items (combo meals) or a combination of stock items plus virtual items
  • Virtual – These are not physical items that you record their transaction history (e.g. booking)

Depending on the nature of the business the items or services will fall on these categories.

Category

How to Add New Category

To add a new “Category” select a category type then click Add button. A new category should be created under your selected “Category Type” and the input window on the right will be enabled.

new-category

Fill in the form for your item or service category.

  • Category Name – Name of the category for your item or service
  • Category Type – This is the category type you selected
  • Main Category – Aside from category type, this is the parent category of the one you are creating which will be the child. This will be further explained in Main or Parent category and Child Category
  • Default Tax Profile – Applicable tax to your item or service category. By clicking Add button, a window will open for creating a new tax profile. (Refer to Creating Tax Profiles)
  • Default Button Template – Button design for the category. Clicking Add will take you to the button creator module (refer to Creating a Button)
  • Enable service charge – add service charge to the items in the category (refer to Setup Service Charge)

Main or Parent Category and Child Category

sample-categories

Food and Games does not have a Main Category because they are directly under the Category type which is PACKAGE. Meal has a Main category which is Food while Packs main category is Games. Combo and Packs are Child Categories because they do not have a Child category after them.

To complete the process in Creating Item Categories Click Apply then Ok

You can also Edit/Delete a category by selecting the category you want to edit/delete and click Edit or Delete

Tax Profiles

Creating a Tax Profile

In creating a Tax Profile, first go to Setup click Inventory Setup then click Tax Profile

tax-profiles

To create your own tax profile, click Add then fill in the tax profile form.

data-calculation

You will notice that there are three Tax windows. This is because there are different tax policies in different countries. Some countries have more than one tax policy on a certain item or service.

tax-rate

To test your tax profile, you can use the tax input calculator

test-calculator

Once you’re done click Apply then Ok.

Redemption

Setting Up Redemption

To start, go to Setup select Inventory Setup then select Redemption

redemption

Redemption Ticket per – Enter the number of ticket equivalent to cash value.

Restrict Redemption Item to Ticket Sales only – Enable this option if redemption items are not allowed for cash sales.

Select the Ok to save.


CIP Setup


Booking Designer

The Booking designer allows you to create and edit booking styles

To start, first go to setup then click booking designer.

booking-designer

The Booking Designer window splits into two parts. The left hand side will list available styles, and the right will give information on the currently selected style. No selected style will remain on default.

To use booking designer, you need to add “Booking styles”, you will see the “Basic Settings” then set the basic data on the booking style and click OK to save data.

booking-designer2

Style Information

Set the basic data on the booking style

style-information

  • Name – Name of your Booking Style or booking name (e.g. 1 Game, 2 Games, Party Package A, etc.).
  • Short Name – Short name or abbreviation of Booking Style name
  • Default item – This is the item name that will appear on Inventory (Note: can’t be change or edit, it will have an automatic value later)
  • Category – Item category the booking style will fall under (refer to Creating Item Categories)
  • Active – Set the Booking Style as active or not
  • Price Type – Price or payment per Person or Flat rate
  • Price – Booking price
  • Minimum Deposit Type – Payment by Per Person, Flat rate, Percentage or None
  • Minimum deposit – It will depend on “Minimum Deposit Type”.
  • Confirmation – Select type of booking confirmation
  • Allow for Quick Games – Allow to book quick games (walk in customers)
  • Party Booking – Allow Booking style for Party bookings.
  • Custom Booking – Allow Boking style for custom booking
  • Print Game Ticket – Allow Game Ticket printing
  • Description – Booking style description
  • Apply Waiver – Waiver will be included on the booking

Required Data

required-date

This lets you set which data will be required for input.

Booking Pattern

If you refer on Adding Venues and Session style you will notice that the Venue and Session time can be seen. The reason why it is very important to have an existing Venue and Session style is for creating a booking pattern. Also if there are no session time on the date you are creating this Booking Style you won’t be able to create a Booking pattern.

To Create a Booking Pattern just drag Drag from here to add a new session button to the Session time of the desired Venue (Note: this booking style is created for the sample venue which is Paintball Mania).

adding-venues

adding-venues1

adding-venues2

Note:Every time you add a new Session button on the Venue it indicates how many Sessions can be used in a single booking style. In this sample it is only for one session. Also it does not matter where you put the Session as long as it is within the intended venue

Option tab

option-tab

Options tab is used for Packages included on the Booking style, like if there is a Food or service included on that specific Booking style.

In Adding a Package click Add button and a pop-up window will open.

adding-package

Fill in the input window:

  • Name – Name of the item or service
  • Quantity Type:
    • Total – for the whole person or group involved
    • Per Person – for every individual in the group
    • Unlimited – No limit
  • Amount – number of servings or how often they can use the service
  • Per how many people – Number of individuals can have or use it

Then after you are done click Ok

Rules

rules

Here you can set different kinds of restrictions for your booking style.

Time Rules

time-rules

This window allows you to set the day and time range of your venue.

For example, your venue operates on Monday to Friday at 10am to 9pm then on Saturday and Sunday your venue operates at 9am to 10pm. You can set those rules here and to add a second Time Rule just click add and a new time rule will appear.

If you want to delete a Time rule, just select the Time rule then click delete

Style Information

Set the basic data on the booking style

styles

Be sure that your venue for the booking style is selected or checked.

Maximum Rules

maximum-rules

Here you can set a more detailed and strict rules for your Booking Style

maximum-rules2

booking-restrictions

Booking restrictions is for restricting the people involved based on their age and number.

After properly checking the data on your Booking Style just Click Apply then Ok

Note: A Virtual Item Will Appear in the Inventory Module upon clicking Apply button. Also the Default item will automatically be assigned to the virtual item in the inventory. The virtual item name will have the same name as the booking style.

Kiosk

bookingdesigner-kiosk

look

Quick Booking Allowed

Quick Booking Time Before

Quick Booking Display Number of Sessions


POS Setup

Adding Buttons on POS module

POS Screen

POS module is what you use in selling your items or for some booking instances like Custom and Quick booking. In order for you to place buttons on the POS you should have exiting items or services that you want to offer to the customers. Refer to Inventory Management for Stock or package items and refer to Creating Virtual Items for virtual items.

To manage item you want to sell on POS first go to Setup and click POS Setup then select POS Setup

pos-system

  • Entry Type – This is what sorts the items by type or categories the items fall in. You can assign what items will appear on the Entry type you created.
  • Entry List – this shows the items inside the selected Entry type.
  • Entry Configuration – You can modify the background and the limit of the button you can place inside the entry list.
  • Search Area – if the items in the inventory were properly made or configured, then it should appear here.

Steps in Adding a button on the POS.

  • 1. Add an entry type by clicking button. If you already have an entry type then just select that entry type then click and proceed directly at step 3.
  • 2. Design or edit Entry Configuration. The purpose of this window is to design the background of your POS based on your entry type.
  • 3. Search the item you want to be placed on your entry type.
  • 4. Click and drag the item to the entry list.
  • 5.After you are done setting up your entry list click Apply then Ok

search

entrylist

Note: if you want to delete the entry type just select the entry type then click delete .
And if you want to remove the item button on the entry list just select the item then click the Unset button.

To test the POS set up you made, go to Modules then click POS module. The entry type should be there along with the entry list.

POS Discount

Setting Up Discount

Discount can be given to customers for their transactions/ bookings.

To start, got to Setup select POS then select discount POS

Add – Select this button to create new discount.
Edit – Select this button to edit details of existing discount.
Delete – Select this button to delete existing discount.

How to Create Discount

dscount

  • Select the Add button to create new discount then fill in the details for discount.
  • Discount Name – Fill in the name of the discount.
  • Discount Type – Choose the type of discount you will make. Flat rate or Percent
  • Flat Rate – a charge that is the same in all cases, not varying in proportion with something.
  • Percent – a charge in that will be computed on percentage.
  • Discount amount – Fill in the amount or percentage of discount.
  • Max times allowed per transaction/booking – This is set initially as 1 but you can change it on your preferred times discount will be allowed per transaction/booking.
  • Allow other discount in same transaction/booking– enable this if you want to allow other discount in same transaction or booking.
  • Allow with Customer Group Discounts– Select your option if you want to allow discount with customer group discounts
    • Yes – Use Both – will allow to use discount and customer group discount
    • No-This overrides – This discount will be override with customer group discount.
    • No-Group overrides– Group discount will be override when use with this discount.
    • Applicable to– Select the categories the discount will be applicable to. You can enable select all to select all the categories for
      discount or you can select specific categories for discount.

select

Select Apply to save the discount created and Ok to exit the screen.


Button Creator

The button is a very important in Banksia. Most transactions in banksia requires the user to create a button so you can display it on the POS module to sell or for quick booking.

There are other ways to open the Button Creator Window but on this manual we will be using the most direct approach.

First go to Setup click Button Creator and the Button Creator window will pop up.

button-creator1

The popup window will open

button-creator2

Basic options

basic-option

Text line 1
You will notice that there is {item_name} on the text box beside it. This means that it will display the item/service you have chosen. You can leave it be or change it.

Text line 2
There is also a {item_price} on the text box beside it. This time it’s for the item/service price. You don’t have to change it but for “Multi option” Items/services you need to remove {item_price} and leave it blank.

Action Type
This stands for how will the button be used for.

  • Sell Item – this is commonly used for stocks
  • Create a Booking – normal booking where you have to fill out the information of the customer. Commonly used in online booking or ahead of date booking
  • Create a Quick Booking – commonly used for walk-in’s customers for on the spot booking
  • Create a Custom booking – a type of quick booking where you can book more than one venue and session.
  • Sell CIP – for CIP related items

Select Item to sell (for Sell Item)

It’s where you assign which item you are creating this button for. By clicking the gray button, a new selection will appear.

NOTE: You can skip this and go to template if you used a non-direct method (e.g. creating button from inventory module)

Search the Item or service you want to assign the button you are creating. Then double click it and the name of the selected item will appear on the text box

select-item-to-sell

Note: Select Item to sell will not appear on other methods or approach in creating a button since the item or service will be pre-selected by the user.

Template

The template is a pre-setup or design for your button. If you don’t have any ‘Template‘ available just click + Add button Beside “Select Template” and it will take you to the template designer window

button-creator3

template-designer1

Edit or delete Template

Select the Template you want to edit or delete, click edit or click delete template or see below

edit-template

You can add a picture or an image into your button just click Load image and a window will pop up and search the picture you want from your computer.

image-editor

When you’re done customizing your button click OK


Receipt Designer


Schedule Designer

To start, go to Setup then select Schedule designer.

schedule-designer-tab

Adding Venues and Session style

Adding Venue:

First Go to Setup Then click the “Schedule Designer” Module.

Note: “Venues” should be selected on “Setup”. Right click the venue bar then select add venue.

Fill in the input window:

  • Name – Name of your venue
  • Short name – Short name or abbreviation of the venue’s name
    • Type:
    • Standard – for standard or default reservations (e.g. Per hour reservations)
    • Reserved – used for specific area reservation (e.g. table reservation for restaurants)
    • Exclusive – For exclusive place or venue reservation
    • Softplay – For venues with softplay area
  • Background Color – choose the background color of your Venue
  • Font Color – Select the text color for your venue
  • Max Patrons – Maximum number of people per reservation
  • Max Reserved – Maximum number of reservations per day
  • Overbook type:
    • Disabled – Disables overbooking
    • Percent – Overbooking will be counted in percentage
    • Flat Value – Overbooking will be counted per booking
  • Max Overbook – this will depend on Overbook type
  • Active – sets your venue as active or not active

When you are done click Ok button

Adding Sessions to Venues

Here is a sample Venue without a Session Style:

venues3

Note: “Venues” should be selected on “Setup”. To add a “Session Style” in a “Venue” right click the venue bar then select add venue.

venues4

Or you can click the green “Option” Button then select “Session Styles” then “Add Style”

venues5

A new window will pop up for adding a Session Style for the “Venue”

venues6

Fill in the input window:

  • Name – Name of the Session Style to be assigned for the Venue
  • Short Name – Short name or abbreviation of the Session Style
  • Venue – The Venue where you will attach the Session Style
  • Background Color – choose the background color of your Session Style
  • Font Color – Select the text color for your Session Style
  • Session Length – Time allotted per session
  • Period Length – Period allotted in a session
  • Block Session – Set as fixed session time
  • Max Patrons – Maximum number of people on a session
  • Overbook type:
    • Disabled – Disables overbooking
    • Percent – Overbooking will be counted in percentage
    • Flat Value – Overbooking will be counted per booking
    • Venue – Overbooking can be discussed at the venue
  • Max Overbook – this will depend on Overbook type
  • Out-of-hours Style – can add booking out of the set or fixed hours
  • Active – sets your session as active or not active

When you are done click Ok button

Session Style

Sample Venue with Session Style:

venues7

Adding Session time

To use the Venue and Session Style in a booking we need to set the “Session Time” to do that Click and drag the Session Style Button to the time frame below.

venues8

venues9

Place it on your Venue’s Starting time

venues10

venues10

Click the Session time you just placed then drag the right side to the right

venues11

Dragging the Session time over the limit of the time bar it will automatically continue on the next bar

venues18

Creating Shift

To start, go to Setup then select Schedule designer.

creating-shift1

Note: “Shift” should be selected on “Setup”. Right click the venue bar then select add shift style.
creating-shift2

Or you can click the green “Option” Button on upper left side of the screen, select Shifts then select add shift style.

A new Window will pop up for creating a new shift. Note: to edit a Shift just select “Shift” then “Edit Shift”.

creating-shift3

  • Name– Fill in the name of shift you’re creating.
  • Start Time– Fill in the start time of shift.
  • Finish Time– Fill in the finish or end time of shift.
  • Background Color– Select your desire background color for the shift.
  • Font Color– Select your desire font color for the shift.
  • Select button save – the shift created or to cancel the shift.

creating-shift4

Created shift was already on current date on calendar. To copy the created shift to other date, right click the date and select copy.

creating-shift5

Paste the copied shift on other date. Select paste, then select shift schedules. Repeat this process until on your desire dates.

creating-shift6

Copy

Click it and drag it again until to your closing time

You will notice that the Date on the calendar now have a green shade, this means that you have a Session time placed on that day

venues11

If you don’t want to manually create a session time per day just right click the day with session time, select “Copy” then click “Day”

venues18

Right click the day you want to have the same session time, select “Paste” then click “Current venue”

venues15

(C-1.0.0)

Current venue – the venue selected (on this example its “Paint Ball Mania”)

All venues – all session time of all venues on that day will be copied

Shift schedules – for shifts

All venues and schedules – copy all venue’s session time and shifts on that day

Now the date should have the same session time as the former date

venues16-jpg

You can continue doing this process until you completed a week assuming you have the same start and end time of the day

venues17

Right click any of those days with green shade select “Copy” then click “Week”

venue-week

Right click the week you want to have the same whole week session time, select “Paste” the click “Current venue”

venues19

Note: refer to C-1.0.0 for Paste options

venues20

Things to remember:

Adding Session time on a day is very important since it will reflect on Booking transactions.

You cannot Book on a specific day if that day does not have a session time

Schedule Templates

Staff Shift Templates

schedule-designer-tab2

Note: “Shift”should be selected on“Setup”. Right click the venue bar then select add shift style.

Or you can click the green “Option” Button on upper left side of the screen, select Shifts then select add shift style.

schedule-designer-tab3

A new window will pop up for creating a new shift. Note: to edit a Shift just select “Shift” then “Edit Shift”.

schedule-designer-tab4

  • Name – Fill in the name of shift you’re creating.
  • Start Time – Fill in the start time of shift.
  • Finish Time – Fill in the finish or end time of shift.
  • Background Color – Select your desire background color for the shift.
  • Font Color– Select your desire font color for the shift.
  • Select button save the shift created or to cancel the shift.

schedule-designer-tab5

Created shift was already on current date on calendar. To copy the created shift to other date, right click the date and select copy

calendar-schedule-designer

Customer Group Discounts

Group discounts in Banksia is not a discount when the customer came in as a group but a customer will be given a discount if he/she is a member of a certain group that is registered in Banksia.

To add a Customer Group, go to Setup and click Customer Groups module.

customer-group

Click to add Customer Group

Name of the Customer Group (e.g. VIP, Student, etc.)

customer-group2

*Category Type

Every Category Type is collapsible so you can choose a specific child category you want to implement your discount

category-type

You can also select what type of discount by clicking the drop down menu Percent.

And select from the options Flat Percent is for percentage discount while Flat is for fixed price discount.

When you are done just click Apply then Ok button.

Note: To apply the group discount on an item or service please refer to Inventory Management

Creating Waivers

Waiver is a disclaimer document use as an agreement between the facility and its guest. Waivers can be signed per guest or as a group. Usually co-signed by an adult or guardian if the guest is a minor.

Signed Waivers will be viewable in:

1. Modules > Customers > Account Info History (list of waivers per date, attraction, etc.)

waivers

2. Set Up > CIP Setup > CIP Permissions > Auto Permission Agreement.

waivers4

Starting:

Click Start > Setup To start go to Setup and select Waivers.

waivers3

How to Create Waiver

  • Add Button – Select the Add button on the lower left side of the screen.
  • New Waiver – Type the desired name of waiver you want to create on Name field
  • Required – Tick Required check box if you want your waiver to be required during transaction.
  • Active – Active check box will be automatically tick once you create new waiver.
  • Activity – Activity will be automatically fill in as Banksia.
  • Type your desire content of waiver on the text field. You can choose your desire font and style on waiver.
  • Click the Apply button – to save the waiver you create then click OK button to exit screen. Save as Copy > Apply > Ok
  • Click Save as Copy button – if you want to duplicate requires a new name otherwise the word “Copy of” will be affixed to current name.

Restaurant Setup


POS

To start, go to Modules and select POS

pos-module1

Click the POS then the pop up will be open

pos-module

How to Use POS

1. Select the desire item on screen. You can select from different POS category tabs for the desire item.

pos-category

2. Selected item appears on screen. You can increase the quantity of the item by selecting the number on keypad provided on screen.

  • Customer– You can select this button to search for registered customer. By selecting the customer, transaction on POS will be added on
  • registered customer record.
  • Remove Item– Select this button to remove an item on POS. You must first select the item you want to remove, then select this button to remove the item.
  • Discount– This is button is use to give discount for customer. You can choose from different discount available. Select the appropriate
  • discount and it will be included on transaction.

discounts

Cancel Transaction – Select this button if you want to cancel the transaction.

Notes– You can add notes on transaction by selecting this button.

Finish Transaction – Once done, select this button to finish transaction and to proceed on payment.

finish-transaction

Select the desire payment type.
Input the amount paid by customer, you can also select exact amount if payment given was exact amount of their transaction. Select Enter to finish transaction.

Customer Tabs

You can use tab to manage a customer. This can use for transactions that can be pay later. You can also create transaction limit for customer.

tabs

How to Create Tab

Select New Tab button and new window will appear.

create-tab

Fill up the details provided on Customer Info to create a new customer. If there’s existing customer details, you can search the name on name field. The name will appear. Select the name and details will appear on Customer Info. You can provide limit for the customer on Credit limit field. Select the Save & Add button to save the create customer tab.

Menu Tab

Menu – Menu is consist of Manager Key, Reports, PayBooking, Reprints, Reload layouts, Switch Screen and Close POS.

pos-menu

managers-key

Managers Key

Managers Key

– Used for Refund, Tax Exempt and Open Cash Drawer.

Refund – To Refund a transaction, select the item/s you need to refund, select Refund button, then select Finish Transaction to procced on the refund.

refund

Tax Exempt – This button is used to exempt tax on an item. Select the item you want to exempt tax then click the Tax Exempt button, then select Finish Transaction to proceed on tax exempt.

Open Cash Drawer – This button is use to open cash drawer without transaction.


Reports

  • Reports – Shows transaction record on POS. It consists of X- Report, Y- Report and Z- Report.
  • X-Report – shows transactions process by the user/staff on their shift. This report can be print after every shift
  • Y-Report – this end the shift of the user/staff.
  • Z- Report – this report shows the transactions of all users. Combining every transaction per shift of users/staffs. End of the day report that can only be done once a day.

Pay Booking

unpaid-booking

PayBooking – This button will show unpaid bookings. You can manage to paid the transaction by selecting the booking the select the accept button.

Reprint Receipt

reprint-receipt

Reprint Receipt – Select this button to reprint transaction receipt. Default transaction ID reflected on input field was the last transaction on POS. Select the OK button to proceed on reprint.

Reprint Game Ticket

re-print-game-ticket

Reprint Game Ticket– Select this button to reprint game ticket receipt. Input the booking ID and number of copies you want to reprint. Select the OK button to proceed on reprint.

  • Reload Layouts– Select this button to reload changes made on POS screen without closing the module.
  • Switch Screen-Select this button to show POS on other screen.
  • Close POS – Select this button to Close POS module.


Booking

To use or add bookings, you need to have an existing venue and session style in schedule designer and Booking Style.

To start, first go to Modules then click Booking module.

booking-module

Search

Click the New button

new-button

Select the booking style your customer booked

search

Venues

Set the starting date and the end date followed by the number of players or people then if the number of people is more than one the age will be the average age of the group.

browsing

Note: for the time range, if the booking is for only a single time slot then it is advisable to use this but if you have more than one-time slot booking then you can leave it as it is and use the Venues window below.

graph1

Take note that after you finish inserting the data, Venues window will now have a session button available
On this example we have three session buttons since the booking style we selected is designed to have three booking slots in one day.

graph2

Next, drag the Session button to the session time based on what the customer booked.

graph3

In this example, the customer wanted to book a 3 session game and booked the 10:00, 12:00, and 14:00 session

graph4

So the result will be:

Once done, click Create Booking Button.

create-button

A window will pop-up for booking.

window-popup

Fill up the required fields and some additional information of your customer. Click Ok once done.
The window will close and a new pop-up window will open.

close-window

This window is for the payment of the customer.

  • Take Payment – if the customer paid a certain amount.
  • Full Amount – the customer paid in full
  • Deposit – the customer only paid a portion of the whole amount due.

Once done click the Ok button and you’re done creating booking.

Overview

In the right, you can see the list of created bookings.

booking-module


Customers

This module shows the register customer details on Banksia.

To start, go to Modules then select Customers.

customers

booking-style2

How to Edit Customer

Select the customer, then click Edit Customer . A new window will appear.

customers2

customers3

Transaction Logs – This field shows the transaction logs of customer.

  • Date & Time – shows the transaction date and time of customer.
  • Device – shows the device used by customer for the transaction.
  • Event – shows the event used by customer.
  • Currency Change– shows the currency transaction of customer.
  • New Balance – shows the new balance of customer.
  • Account info– This tab will show the account details on registered customer.
  • Waivers– This show if customer has signed waiver. If you want to change the status of waiver after it was signed by customer, double click the
    waiver and new window will appear. Change the status to signed and select OK button to save the changes. To print waiver, select the
    Print Waiver button.

customers5

customers4

Account info– This field show the account details of customer

  • Card ID – shows the card ID of Customer.
  • Account Type – shows the type of account of customer.
  • Account Status – shows the status customer’s account.
  • Customer Group – shows the assigned customer group.
  • Coin-Op Credit – shows the current coin-op credit of customer.
  • Coin-Op Time – shows the current coin-op time of customer.
  • Coin-Op(P)Value – shows the current coin-op value of customer.
  • Tab amount – shows the tab amount of customer.
  • ZCreds – shows ZCred points of customer.
  • Tickets – shows the available tickets of customer.
  • Last Visited – shows the last visit date of customer.
  • Joined – shows the date customer joined.
  • Personal Info – Show the personal information of the customer. You can edit the customer personal information here. Below are the following personal information of customer:

customers6

  • Alias
  • Title
  • First Name
  • Last Name
  • Date of Birth
  • Email
  • Phone
  • Mobile
  • Gender
  • Address 1
  • Address 2
  • City
  • State
  • Country
  • Post code

Photo– You can take photo of customer for their profile here. To take photo, select the Take Photo button

customers7

  • Appoved – select this to approve photo.
  • DeniedM/strong> – Select this to denied the photo.
  • Denied and Remove – Select this if photo is denied and wants to be removed


Shift Control

This module shows the status on shift of users and their terminals. You can also manage to start and end shift of a terminal.

shift-screen

shift-module

Status – Shows the status of user shift in the terminal. Red light means shift was not start and Greenlight means user has started its shift.

  • Name – shows the terminal name
  • Start Time – shows the start time of shift of user.
  • Assigned to – shows the user that logged in.

How to Manage Shift

To Manage shift, select user then select Start Shift and End Shift if you want to end shift of staff that was logged in. Once you end a shift it will automatically generate Y Report.


Roster

Roster module shows the schedule created for staffs. You can also add shift to staff.

To start, go to Modules and select Roster

roster-module

roster-module2

How to Add Shift

  • Select User – select the user you want to add shift
  • Date – Select the date you want to add the shift
  • Select Shift Template – Select the date you want to add the shift
  • Select shift Template – Select the shift template you want to add to user
    • Start – Selected shift template will display the start time of shift
    • Finish – Selected shift template will display the finish time of shift
  • Select Job – Select the job you want to assign on the selected user shift
  • Add Shift– Select button to scave the shift that you add.

Mail, Upload

  • View – You can choose if you want to see the staff shift on a day or a week
  • New Shift – You can add new shift for user here
  • Display – Select what you want to display Staff summary, unavialable staff, unschedule staff, shift schedule available.
  • Mail – Select this button to send to shict for staff.
  • Upload – Select this button to upload the shift to roster.
  • Print – Select this button to print the shift.


Reports

This module shows the report. Reports were name under Analysis Reports, Booking Reports, Inventory Reports, POS Reports, Staff Reports and Summary Reports. Under these folders are the different reports that you can generate.

Starting

To start, go to Modules and Select Reports

reports-screen

Advance Editor

Report List– Shows the category of reports you can generate.

Preview – Shows the preview of report you want to generate.

  • Advance Editor – Click this button if you want to customize the report you want to generate.
  • Generate Report – Click this button to generate the report.

How to Generate Report

To generate report, select the folder of category of report you want to generate then select the desire report.

reports-screen2

Once report was selected, a filter of date will appear. Select the desire From and To date you want to generate, then select OK button to proceed.

reports-screen3

List of category will appear on filter. You can select specific category or select all category list to generate on your report.

reports-screen4

For specific category name you want to generate report, select the specific category name, then select the single arrow button . The category will transfer on the right side window. Select the OK button to proceed.

reports-screen5

For all the list of category name, Select the double arrow button . All the list of category will be transfer on the right side of window. Select OK button to proceed.

reports-screen6

reports-screen7

reports-screen8

List of item name will appear on filter. You can select specific item or all item list to generate report.

reports-screen9

For specific item name you want to generate report, select the specific item name, then select the single arrow button . The item will transfer on the right side window. Select the OK button to proceed.

reports-screen9

For all the list of item name, Select the double arrow button >> . All the list of item will be transfer on the right side of window. Select OK button to proceed.

reports-screen10

Report will shown on Preview. To generate the report, select the Generate Report Button.

Generated report will be shown. To print report, select the print icon Print . To save the report, select the save icon Save

reports-screen11

List of Reports per Category Folder

Below are the list of reports you can generate in each folder of categories.

ANALYSIS REPORTS

  • Bottom 20 Least Selling by Category- this will show you the top 20 least selling items by category.
  • Bottom 20 Least Selling Items- this will show the top 20 lowest selling items.
  • Monthly Booking Comparison- this will show you your monthly boking sales per boking style.
  • Most Selected Booking Style- this will show the total numbers of booking per booking style depending on the selected date range.
  • Staff Jobs History Report- this will show you the job history with date and time per staff.
  • Supplier Performance Report- this will show you the performance of your suppliers about your orders.
  • Top 20 Best Selling by Category- this will show you the top 20 best selling items by category.
  • Top 20 Best Selling Items- this will show the top 20 bestselling items.
    • BOOKING REPORTS

      • Booking Arrears- this will show you the deposited amount, total cost and arrears (remaining balance) of a booking.
      • Booking Payment Details- this will show you the payment details of customer booking.
      • Cancelled Booking Report- this will show you your cancelled booking based on date range. It will give you the reason why it is cancelled and date it was booked and canceled.
      • Confirmed Booking Report- this will show you the confirmed booking on the selected Date Range.
      • Daily Bookings by Time- this will show you the Booking details sorted by time from earliest to the latest bookings of the day.
      • Daily Bookings by Venue- this will show you all the Bookings sorted by Booking Style.
      • Detailed Booking Reports- this will show you all the most important booking details.
      • Waiver Report- this will show you the list of customers with signed waivers.

      INVENTORY REPORTS

      • Order Status- this will show you the status of your created order on the given date range.
      • Stock Adjustment-this will show you the stock adjustment made on the requested date range.
      • Stock Movement- this will show stock items that has movement depends on the date range.
      • Stock On Hand- this will show you your current stock on hand of all items in inventory per category.
      • Stock On Order- this will show you the items on ordered, how much have been ordered, how much have been received and remaining balance.

      POS REPORTS

      • Daily Item Sales- this will show you your sales group by date and sorted by category with graph.
      • Gross Sales- this will give you your Gross Sales per payment type. Graph is included.
      • Income Sources- this will show you your income group by category and item.
      • Merchandise Sales- this will show you your sales per merchandise.
      • Sales Per Transactions- this will show you your detailed sales per transaction sorted by date and time.
      • Sales Receipt Report- this will show you more like the details you will see on the receipt per transaction.
      • Sales Refund- this will show you the amount, reason and staff who refunded the item.
      • Sales Summary by Customer- this will show you how much your customer spent in your site.
      • Sales Transaction by Customer- this will show you all the transaction of your registered customers.
      • Shift Report- this will show you the sales of your staff per shift per terminal.
      • Till Open- this will show the time your cash box has been opened by the staff and on what terminal.

      STAFF REPORT

      • Staff Holidays- this will show you your staff approved/unapproved holiday or leave sorted by staff name.
      • Staff Jobs- this will show you what are the assigned job to your staff based on date range.
      • Staff Sales- you will see your staff sales on this report that’s why it’s important for them to log in their user name and password on Banksia when processing transactions.
      • Time Clock Report- this will show you your staff clock in, clock out and break time history filtered by date.

      SUMMARY REPORTS

      • CIP General Take Report- this will show the machine name with the total sales of Coin-Op value, VIP Coin-OP value, Coin-OP credit and Coin-Op Time.
      • CIP Machine Summary Report- this will show detailed sales report of a CIP Machine total by group and shows sales details per group as well.
      • CIP Outstanding Credit- this will show the outstanding credit in CIP
      • CIP Outstanding Ticket- this will show the outstanding ticket in CIP
      • Customer Birthday Report- this will give you details of how much your customers spent on your store already depending on the selected date range.
      • Customer List- this will show the list of customers.
      • Customer Redemption Summary- this will show the summary of redemptions.
      • Customer Sales Summary- this will show the summary of customer sales.
      • Hourly Sales Summary- filters will be different on this report. You will just have to select the date and then select time to check how much sales you’ve got
        during that date and time range. Records that will show is per transaction.
      • Item List- this will show you all of your active item in inventory.
      • Staff Birthday Report- select a date from and to and it will show you who has a birthday from your staff on the selected date range.
      • Staff List- this will list your staff with their details depending on your selected date range based on when they started working with you.
      • Supplier List- this will show you all of your suppliers and their details.
      • Task List- this will show you the list of task


      Time Keeping or Time Clock

      Time keeping or time clock is for the time logs of staff either they time in, time out, or out for a break time. To use the time, clock a staff must have their own account and have an assigned job refer to Staff Management for further details about job assignment.

      To use the time clock module just go to Modules then click Time Clock.

      timeclock

      Clock on

      To start the shift just click Clock on button.

      If the staff has more than one job, then after clicking the clock on button a selection button will appear.

      timeclock2

      Break

      In case that a staff need to go for a break time, the staff only needs to click the Break . After the break the staff needs to click the Clock on button again to resume their shift time.

      Swap Job

      There is a chance where a staff have two jobs in one day that is separated by morning and afternoon. So to switch jobs without clocking out just click the Swap Job button.

      Clock off

      By the end of the shift a staff should click Clock off button to properly end their time log for the day.

      View Log

      If the Staff wants to view their time log they can click the View Log button and choose from the two options.

      The staff can view their time log for the day or for the whole week.

      timeclock3


      Inventory

      inventory-screen

      Adding Inventory Items

      In adding items into the inventory, first you should have an existing item category for the item you want to add. To create an item category please refer to Creating Item Categories.

      Now to start in adding items to your inventory list go to Modules then click Inventory module.

      inventory1

      Search Area – This is the part of the inventory module where you filter or search particular items.

      Data List – This are all the list of items you have in your inventory.

      How to Add Item on Inventory

      To add an item in your inventory click the ADD button and a window will pop up.

      General Tab

      • Item Name – Name of the product, service, or item
      • Item Type:
        • Stock Item – For items can be quantified or can be bought physically
        • Package Item – Combination items which is composed of stock items (combo meals) or a combination of stock items plus virtual items.
        • Virtual items – These are not physical items that you record their transaction history (e.g. booking)
      • Category – It is where the item is categorized (e.g. Coke Zero’s category falls in Stock Item > Drinks > Coke products). Refer to Creating Item Categories for more details.
      • Item Code – The code you assigned for the item
      • Bar Code – The items Bar code that is printed on the item itself, you can use barcode reader to palace the code.
      • Tax Profile – The tax you want to implement on this item. Refer to Creating a Tax Profile
      • Short Description – This will appear on the receipt
      • Long Description – This will appear on the reports
      • Unit – The single unit an item or service belong to (e.g. Piece, Serving, Person, Hour, Etc.). You can add unit type by clicking Add + button. If you want to edit a unit, select the unit you want to edit then click check icon . Then if you want to delete a unit, select the unit you want to edit then click the check box .
      • Unit Cost– the items cost when you bought it.
      • Unit Price – the items cost when you sell it
      • Dynamic price – if the item price is not fixed and changes every time.

      inventory3

      Item Preferences

      The right window will change depending on the Item type. On the sample above the item type selected is Stock item. Refer to Item Type Guide below for more information.

      • Sellable Item – This will allow you to set a price for the item and create a POS Button, allowing you to sell the item via POS.
      • Restaurant Item – An item where when sold it goes to the kitchen terminals, and must be assigned to either a customer or table (e.g. Food orders on restaurants).
      • Ingredient Item – This type of item is usually a part of a whole item or with other item to create a whole item (e.g. Cheese in pizza’s).
      • Multi-option Item – This sets an item to be the parent Item of different items or It groups other items with similarities (e.g. parent item is Ice Cream the items it groups are Vanilla, chocolate, strawberry, etc.).
      • Redemption Item – Mostly redemption tickets which is can be earned by the customer from CIP enabled redemption games. Then later can be used to purchase or redeem specific items.
      • ZCred Enabled – These are the items when bought, a certain point will be added to the customer’s account. These points in return can be used to buy these ZCred Enabled items.
      • Inventory Tracking – This feature enables you to add or remove item quantity of a specific item in the stock. It also enables you to monitor the items on stock whether its low on stock or exceeds the maximum limit.

      Note: For further details about Item preferences options, refer to Item Preferences Guide below

      Item Type Guide

      Stock Item

      This will appear in the Item Preferences if the Item Type you selected is Stock Item

      inventory4

      Here you have the option to enable notice message if the item’s stock hits the minimum or maximum quantity. You can also set the minimum and maximum stock limit if the item.

      inventory5

      Remember that Package Items are combinations which is composed of stock items (combo meals) or a combination of stock items plus virtual items. For example, you want to create a combo meal. This will consist of entirely Stock items but if you want to create a combination of Services, and foods as inclusive items this will consist of Virtual items with Stock items.

      For this manual were going to create a combo meal and to do that we have to fill in the data in the General tab then go to Item Preferences tab. Under Package Item tab, Click the Add + button.

      General Item

      general-item

      As a reference see the image below

      inventory7

      Here we created three Units, we name the unit Drinks and selected the Child main category Soda. This means that you can select any single item under the soda category.

      inventory8

      On the second Unit, we name the unit Meal and selected the item Alfredo form the meal > Pasta category. You will notice that we activate “Forced item selection” this means that in the POS, you can only select the meal Alfredo.

      Virtual Items

      inventory9

      As you will notice, virtual items do not have an initial tab inside the Item Preferences tab and the options on the left side changes. This is simply because, virtual items are being handled differently.

      In creating Virtual Items, it is not recommended to create one directly from the Inventory Module and instead make one by creating a booking style. (please refer to Creating Virtual Items for more details)

      Item Preferences Guide

      inventory10

      Sellable

      inventory11

      POS Button

      If you Click the button the button creator window will appear, it’s an alternative method in assigning buttons on items in the inventory. (refer to Creating a Button for more detail in assigning a button).

      inventory12

      Customer Group Prices

      inventory13

      There are cases when an item or service allows a certain group to have some discounts, so in Banksia after creating a group discount on the Customer Group module (refer to Group Discounts for more details) you can apply that group discount on the item/service you selected here on Customer Group Prices window by clicking of the Customer Group discount you want to use.

      Restaurant Item

      Ingredient Item

      ingredient-item

      Multi-Option

      multi-option2

      redemption-item

      Inventory Tracking

      inventory-tracking

      Supplier

      Filter

      Order Summary


      Orders

      This module is use to place and monitor orders for inventory.

      orders1

      To start, go to Modules and select Orders

      List of filters you can use to search an order

      • Supplier – This show the list of suppliers.
      • Status – This show the status of orders. It can show all, ordered, delivered, completed, cancelled, returned, pending approval and deleted.
      • Order Number – You can input the order number you want to search here.
      • Date – You can filter the date range you want to search here.
      • Search – Select this button to search

      Tables:

      • Oder Number: shows the order number
      • Date: show the date of order
      • Supplier: shows the supplier name
      • Status: Shows the status of order
      • Last Edited: Shows the date when order was last edited
      • Approved Date: Shows the date order was approved.

      How to Add Order

      orders2

      • To begin, select the button and new window will appear.

      Order Details

      • Status – Initially, status is pending as we will be placing order and it will be for approval after creating order.
      • Supplier – Select the supplier you want place your order.
      • Order Number – System will automatically generate order number.
      • Tracking Number – Fill in the tracking number of order here.
      • Date ordered – Fill in the date you will place your order.
      • Cancel Date – Fill in the date order will be cancel if order will be not delivered on your provided date delivered.
      • Date Delivered – Fill in the date you want your order to be delivered.
      • Invoice Number – Fill in the invoice number of items ordered.
      • Subtotal Cost – This will be the cost of items ordered. This field will be automatically fill in once done creating
        items you want to order on items ordered tab.

      • Discount % – Fill in the discount percentage if items you will order have discount.
      • Discount Amount – Fill in the discount amount if items you will order have discount.
      • Taxes – This will be the tax of the items ordered. This field will be automatically fill in once done creating
        items you want to order on items ordered tab.

      • Shipping – Fill in the shipping fee if items ordered will have shipping fee.
      • Other Fees– Fill in the other fees if items ordered have additional fee.
      • Fee Type – Select the type of payment for your order. You can create, edit and delete Fee type by clicking the button for adding fee type, for editing existing fee type and for deleting existing fee type.
      • Total Amount– This will be the total amount of your order. It will be automatically fill in once done with all the order details and items order details.
      • Notes – You can add notes for your orders here. Attach Document – You can attach your document here by selecting the Add + button. You can edit documents by selecting the button and delete attached documents by selecting Selecting x button.

      After filling in above details, switch to Items Ordered tab to place in the items you want to order.

      orders3

      Items Ordered

      To add the items you want to order, select the add button and new window will appear.

      orders4

      • Item Name – Select the item you want to order.
      • Quantity – Fill in the quantity of item you want to order.
      • Cost per Item– Fill in the cost of item you want to order.
      • Edit – This button will edit the item you add.
      • Delete – This button will delete the item you already add.
      • Ok – Repeat this process if you want to add more items to order. Go back to Order details to finish the order.

      Once done placing the order. Select button to save the order created.

      Order created will be for approval. Approval should be done by management.

      To approve created order, select the created order, then select the button.

      orders5

      How to Update Order

      To update order, select the order then double click the selected order. New window will appear.

      orders6

      Select Update Order button.

      Select Update Order button

      Options for update will appear. Select the action you want to update for your order. Once selected, new window will appear.

      • Complete Delivery– Select this option if ordered items were completely delivered.
      • Partial Delivery– Select this option if ordered items are partial delivered or incomplete delivery.
      • Return to Supplier – Select this option if some of delivered items are for return due to damage.
      • Cancel Order – Select this option if you want to cancel your placed order.

      orders7

      • Delivery Receipt No.– Fill in the delivery receipt number from the supplier.
      • Note – Add note on the delivered product.
      • Select Add button to update the item delivered. New window will appear.

      orders8

      • Select the item delivered
      • Select the quantity of item delivered
      • Select the OK button to save.

      Select Ok button to save the update.


      Messaging

      Messaging is a way of communication within the business vicinity. This feature is very beneficial especially for those venues or businesses that have different departments or groups which are quite far from each other. It is also an alternate way to send notes or reminders to the staff since a notice will pop up once they logged in.

      Banksia is also using the Messaging module to send notifications like item stock shortage, task assignments, etc. to the person/staff involved.

      To start go to Module and select Messaging

      How to Compose Message

      Click Envelope + button and new window will appear.

      messaging2

      Click To and list of users will appear. Select the desire user or you can select list for group of recipients.

      messaging3

      Banksia also allows you to send up to four individuals, however Banksia has a group list function where you can create a group of staffs that you can send a message to all members of the group.

      To create a group list click the option button Create Group on the upper right of the window click “List”.

      Select Add button to create list.

      Type your desire name on list name field.

      Select participants of the lists on Users in list

      Save the created list by clicking Apply button and select OK to exit the screen.
      Apply Ok

      messaging4

      Click Task then the pop up will open

      messaging6

      Type the Subject of your message on Subject field.

      Compose the content of your message

      Select the Send button to send your message and Cancel when you want to cancel composed message.

      Task

      This module shows the task assigned to staffs.

      To start, go to Modules and select Task.

      task-screen1

      task1

      setup-task

      task2

      Setup Tasks

      To create task, you need to set up task and task type first. Select this button, then select Setup Task.

      • Select ADD button to create new task setup. Then fill in the needed details on Basic Information.
      • Fill in the name of the task on Name field
      • Fill in the Code you will use for the task on Code field
      • Write the description of task on Description field
      • Select the type of task on Task Type . If Task type is not yet available, you can create Task type by clicking the on the side of
        task type field. A new window will appear.
      • Select the to add new type.
      • Fill in the name of the new Task on Name field.
      • Select OK to save the create task.
      • Select Cancel if you want to cancel the new type created.
      • Fill in the set time to complete the task and choice if will completed in minutes or hours.
      • Tick Requires sign-off to require sign off after task has been completed.
      • Select the job designated for the task on Auto-assign to Job field

      If created task has Subtask. Fill in the Subtask for details.

      • Select the ADD button
      • Fill in the name of subtask on Name field.
      • Select the parent of the subtask on parent subtask field

      Select Apply button to save the created Task and select OK button to exit the screen.

      Creating New Task

      Select the New Task button and new window will appear.

      task4

      Task Type

      • Task Type – Select the Task type
      • Task – Select the Task
      • Repeat Type – Select how many times the task has to be repeat. You can choose from daily, weekly, monthly or yearly.
      • Start TimeFill in the preferred start time
      • Estimated finish time – Fill in the estimated finish time of task
      • Assignee – Select the assignee of the task.
      • Select the Ok button to Save the created task or Cancel button to cancel the created task.


      Staff Management

      Go to Modules then click Staff Management Module.

      staff-management-screen1

      Information

      staff-management-screen2

      Adding Staff Accounts

      staff-management1

      Registering Staff Cards

      Click the text box then tap an empty “Staff Card” on your NFC Reader then click Set Card ID button

      User Card ID field

      Adding Personal Information

      staff-man1

      Fill in the information on the form and be sure that the email address is active and correct. The email will be used as a mean of the staff to access online roster.

      staff-management2

      Adding Certifications

      staff-management3

      staff-management5

      Holidays and Availability Tab

      staff-man3

      Holidays and Time off window

      Select Date of the Holuday or Time off – For Holidays, Undertime

      For Holidays, For Undertime

      if the staff will be absent for the whole day.

      Time where the staff will be absent for that day.

      Reason for time off or what holiday it is.

      Time off/ Holiday Status

      Click Ok if you are done

      staff-management7

      Availability Window

      staff-man4

      Availability is basically the availability schedule of the staff in a week and their time. To add a staff availability schedule click Add button and if you want to delete it, select the availability schedule then click Delete .

      History Window

      staff-man5

      This window will show the staff’s records of time off, holiday, and their status.

      Staff Shift

      This window will show the staff’s records of time off, holiday, and their status.

      Weekly Shift

      staff-man6

      Timesheet

      staff-management8

      Upload/Apply/OK

      Note: For every changes you made in the Staff Management Module, don’t forget to click Apply then Upload lastly click


      Terminal

      You can manage the access of the user for specific terminal in this module. You can also clean up un-active terminal on data base. This are used by admins in managing usage of each terminals.

      terminal2

      To start go to Modules and select Terminals

      terminal2a

      This window shows the details of the terminal. The one highlighted in green is the terminal that you’re using.

      Name – Name used for the terminal

      ID – Terminal identification

      Status – show the status of terminal. Red means terminal not in use, Green means user has log in on terminal, orange means terminal is ready for log in.

      Clean Up – This button cleans the inactive terminal in data base.

      Delete – This button deletes the selected terminal.

      terminal11

      Basic Settings

      This tab let you manage the basic settings of terminal.

      Name – shows the terminal name of selected terminal

      Terminal ID – shows the identification of terminal

      IP Address – shows the IP address of the terminal

      Initial Module – you can set the initial module that will be shown on terminal

      Auto Login – you can set the user that will be automatically log in on terminal.

      Auto login without password – Tick this and user on terminal can log on Banksia without password.

      Lock POS to assigned user – Tick this and assigned user

      terminal3

      Shortcut Keys

      This tab shows the shortcut keys for every module in Banksia of selected terminal. You can manage the shortcut keys you want to use and change on your desire module.

      – To change the assigned module on key, select the module and list of modules will appear. Select the desire module for the key.

      terminal4

      terminal4

      Date From – This tab let you manage the shift of the users on the selected terminal. You can search the history of users from certain period.

      Search Date to – To search, change the From date and To date then select search button

      Tables is consisted of date, time, assigned user, take, count.

      • Date – Date the user logged in
      • Time – Start and end time of user that logged on
      • Take – Amount take on POS
      • Count – Amount count from the cash register

      Shift

      Start Shift – This button will start the shift of the selected user.

      End Shift – This button will end the shift of selected user.

      Modify – Shift This button is only available on past dates. It can modify the the count of sales of selected user.

      Print Y-Report – This button will print the end of shift report of selected user.

      Notes – You can add notes to a selected user.

      Add notes, select and new window will appear.

      Notes– You can add notes to a selected user.

      Add notes, select Add + and new window will appear.

      terminal5

      Compose the message on your note to selected user, then select Ok to save note or to cancel note.

      POS Screens

      pos-screeen

      This tab let you manage the screen that will be available on POS for all the users of selected terminal.

      You enable all the POS screen on the terminal or you can select the screen you want the terminal to display on POS for all its users.
      To enable the POS screen, tick the check box on available for its corresponding screen.

      Enable Modules

      This tab let you manage the modules that will be available on selected terminal.

      You enable all modules on the terminal or you can select the modules you want the terminal to display for all its users.

      To enable the module, tick the check box on available for its corresponding screen module.

      To save the changes for each tab. Select the Apply button and Ok button to exit the screen.


      Manage Stock

      This module allows users to manage the movement of stocks. It is use to add or remove items on stock.
      Stock Module helps you manage your stocks for proper monitoring. You can Add or Remove quantity of items.
      Note: Before you can manage your stock, all categories should be already set up.

      Starting:

      To start, select Modules then select Stock.

      stock1

      Click Stock then the screen will pop up.

      stock2

      Search Filters

      managestock1

      Category field – Show the list of categories where we can choose the items we need to manage. The list included on this field was already set up at Category manage module. Select the category of item you want to manage.

      Item field – Shows the list of specific item from your selected category that you want to update. Select the Item you want to manage.

      managestock2

      Item Information – Shows the details of the selected items This include the following:

      • Item Code – shows the assigned code of an item.
      • Committed Qty – shows the number of quantity the item was committed. (Committed items are items that was included on bookings)
      • Qty On Hand – Shows the current numbers of quantity an item has on hand.
      • New Qty On Hand – Shows the number or quantity of items will have after adding or removing items.

      How to Add/ Remove quantity of an Item in Stock

      managestock3

      managestock5

      Stock Adjustment – This is the field use to add or remove the selected item.

      Select the Add on upper right side of the field if you want to add additional quantity of an item. Select Remove if you want to remove number of quantity for an item.

      Quantity to add/ Quantity to Remove – Is the field where you input the number or quantity of item you want to Add or Remove

      Reason – Is the field where you indicate the reason for adding or removing items.

      ADD – This button will save the changes you add on an item.

      Remove – This button will save the changes you remove on an item.

      managestock6

      History– This field shows the history of changes for the selected item. Which include below features:

      Action Type – shows the what action that cause the adjustment of an item. You can select your preferred action type of item history you want to view.

      • All – Shows all the action type to show the history for the selected item.
      • POS – Action type which means the adjustment or movement of an item was through transaction on POS.
      • Adjusted – Action type which means the adjustment or movement of item was updated through this stock module
      • Delivered – Action type which means the adjustment or movement of item was updated through the delivered item from Orders Manual
      • Returned – Action type which means the adjustment or movement of item was updated through the returned item from Orders Manual

      Adjust By – This field can be used to sort history using user name.

      From and To – This field is used to show or filter the dates you want to show history. You can select the date you want by selecting the mini calendar on the left side of field.

      This table shows the details of history of the selected item.

      managestock7

      • Action Type– This column show the type of action use for the item.
      • Date – This column shows the date of movement of an item.
      • Adjust Qty -This column shows the number of quantity adjusted.
      • Previous Qty – This column shows the quantity of an item before it was adjusted.
      • Qty Difference– This column shows the difference of quantity of an item after it was adjusted
      • .

      • Adjust By– This column shows the user that adjust the item.
      • Reason – This column shows the reason of adjustment.
      • Refresh Button – Select this button to show the details of an item base on the selected filters that you choose.