Part 1: Company Setup
Click here to skip to Part 2: AccuPOS Setup
order to use AccuPOS and have it update Sage 50 for inventory and accounting
purposes, you need to setup your Sage 50 Company file first. If you are
installing Sage 50 for the first time, please consult your Sage 50 Advisor or
Sage’s customer support with questions pertaining to accounting issues. This
manual and AccuPOS support staff will only support issues that are required for
AccuPOS POS to operate properly.
Create a POS Customer
transactions processed at the Point Of Sale that have no customer assigned to,
will post as one summarized Sales Receipt to this POS customer in Sage 50. Even
if you are planning to track customers on every transaction at the Point Of
Sale, you need to create this customer.
the Customers tab create a new
customer called POS, this name
goes in the A/C field in Sage 50 (it MUST be exactly POS. No space, all
a check in ‘Terms Agreed’ and click Next.
Next, and Finish.
looking at your customer’s details it will look as below:
the Credit Control TAB and select Terms Agreed in the restrictions section.
sure ‘Terms agreed’ is checked, if not do check. You do not need to provide any more
information about this customer. If any modifications were made click Save.
a “Tender Summary ” account
Tender Summary account enables AccuPOS to split the tendering totals coming
from the Point Of Sale at the end of the shift when Sage 50 is updated with all
the sales information.
- The Bank
Record Wizard opens.
- NameTender Summary in the name
can be the default chosen by Sage.
the No Bank reconciliation
do not need to put any more information and therefore Click Next until the wizard closes.
Summary does not affect your Balance Sheet. Whilst the interface into Sage 50
creates all the invoices, credit notes, these are not POSTED automatically.
Once these transactions have been POSTED, at the end of each day this account
should be used as an audit trail account.
The account balance must remain £0.00. Every day after Sage 50 is updated by
the Point of Sale, you should check the balance of this account. If this
account has a Zero balance that means that everything posted correctly. If this
account is either positive or negative you must contact your Dealer or AccuPOS
support team immediately.
By default the Tender type Cash will be
transferred to Undeposited Funds account when you have closed your till. This
is a full functionality that will assist with the reconciling the bank records.
To create an Undeposited Funds account:
- The Bank
Record Wizard open.
- Click Next
- Name "Undeposited Funds" in the name
the Ref number to 1219.
Next until you get to end of the Wizard.
Settings and access Rights
have your AccuPOS functioning correctly you require to have a user in the name
of the Point of Sale. To
setup additional users follow the steps below.
on Access Rights
POS for the logon name and POS for password (all in capitals)
Close to complete.
Part 2: AccuPOS Setup
you have a CD, place it in the CD drive and select to install AccuPOS. If you
downloaded from the web, double click on the file (accuposretail.exe) and it
will walk you through the installation.
the installation you will be prompted to select if you would like to install
Management, Point Of Sale, or both. If you will be using AccuPOS on a single
computer choose to install both. If you have a network, choose to install only
Management on the Back Office computer and only Point Of Sale on the front
computers (the ones that will act as the cash registers). In either case you
will start setup in management.
Single station setup – If you intend on using AccuPOS POS and
Management on one computer, follow these steps:
Management, click on System, Settings.
on Database Path.
AccuPOS and click Open.
- Choose from the buttons below what kind of business you have, Reail or Food Service (restaurant).
Multiple stations setup – If you intend on using AccuPOS on multiple
computers (multi user serial number required) follow these steps:
a folder called POS Data on the Server or the back office computer that would
act as the server.
the POS Data folder and set the permission to allow network users full control.
AccuPOS.mdb from C:\AccuPOS\ to the POS Data folder.
management click on System Settings.
on Database Path.
to the folder you shared (example \\Server\POS Data\).
AccuPOS and click Open.
- Choose from the buttons below what kind of business you have, Retail or Food Service (restaurant).
NOTE: AccuPOS support staff does not support
creating networks and sharing folders. Please consult with your network
administrator for all network issues.
AccuPOS (skip if evaluating)
you first install AccuPOS, it will default to demo mode. It may be used for evaluation purposes only. Using a
non-registered copy of AccuPOS in a retail store is illegal. Attitude POSitive
name and address will appear on all receipts; it will not print Bar Codes and
will expire 15 days from the day it was first installed. You must have a serial
number to be able to register AccuPOS. Uninstalling and reinstalling AccuPOS for
the purpose of extending the evaluation period will not work.
To register your copy of AccuPOS,
follow these steps:
the Help Menu in Management select Register.
the company name and address the way you would like it to print on the receipt (P.O.
Boxes are not allowed, you must use the store's physical address).
the serial number that was provided when you purchased AccuPOS (you will find
it in the DVD case)
the computer where AccuPOS Management is installed on has internet connection,
click on Register On line. If
you do not have internet connection click on Register by fax, print the form,
sign it and fax it back to
+44 0208 203 9388.
sure the company name and address entered is correct. This information will
print on your receipts you will hand to your customers.
the Sage 50 Adapter
the AccuPOS CD, once the splash screen comes up select the ‘Install AccuLINK
Adapter’ and follow the prompt. Or alternatively click on the link that you
have received (AccuLink Adapter.exe)
the Sage 50 adapter
Sage Adapter is the program that enables AccuPOS to exchange information with Sage
50. It should remain open at all times. Closing it will disable AccuPOS from
communicating with Sage 50.
Sage 50 adapter must be installed on the same computer that the Sage 50 program
is installed on. The Sage 50 database files do not necessarily need to be on
the same computer.
to My Computer C AccuPOS and click on ApL5Adapter.jar
the AccuLink Adapter
on Setup button
- Click on “…” (top right) and select the company file AccuPOS will communicate with.
make sure that the directory selected ends with ACCDATA.
Save when finished.
have now created an Apl5Adapter.cfg. This file stores your settings for future
- For the
User Name & Password, type in POS (all in capitals).
- Click OK.
3rd Party Integration
must enable 3rd party integration in Sage. This will allow
AccuPOS to access the company file that the Adapter is pointing to.
You must set the
Country selection in the AccuPOS to the United Kingdom. This is carried out by
pressing Setup Company Information.
Then select Country to UK.
Tender Summary account
From the Setup menu select Company
Information.The Tender Summary Account should be set to "Undeposited
Funds" by default, replace "Undeposited Funds" with "Tender
Summary" (the same way you spelled it when you created it in Sage 50) and click Save & Close.
GL Accounts for Tendering Codes
totals from the Point Of Sale will post to user defined GL accounts ‘Nominal
Accounts’ in Sage 50. We recommend posting tender types that are alike to the
same GL account, so they can be easily identified in Sage 50 for deposit
example, Cash and Checks should post to Undeposited Funds, Visa and Master Card
to a Visa Master Card account, American Express to AMEX account etc.
the end of each day, the Cash and the Cheques can be deposited using Sage 50
General Journal Entry can be made out of the other tendering GL Accounts, to
the bank account in one lump sum. Doing so will enable to imitate the way the
deposits are made in real life, and will make the reconciliation process
the Manage menu select Tendering Codes.
the pull down menu, select the tendering code. ("VI" for example).
the button example, you will see the tender name. (“VISA” for example).
the GL Account you want your Tender Type to export to.
Update Tender to save the changes.
these steps for all tender types you created GL Accounts for. If you find a tender type that you will not
be using, you may delete it.
Customers from Sage 50
customer list must be created and imported from Sage 50 so they can purchase
your supplies and or services thought the Point Of Sale.
the File menu, select Import Customers from Accounting
AccuPOS integrator will appear and wait for the Adapter to extract the item
list from Line 50. Once the item list is extracted, the Integrator will insert
the list to the AccuPOS database and disappear.
inventory / clients from Sage 50
item list must be created and imported from Sage 50 so they can be sold through
the Point of Sale. On help on how to create items in Sage 50, refer to the Sage
50 help file and the Setup
inventory in Sage 50 provided with
the File menu, select Import Inventory from Accounting.
are done setting up the integration between AccuPOS and Sage 50, but before you
put AccuPOS to work it is strongly recommended that you test to make sure you
have not missed a step.
AccuPOS Point Of Sale
the Point Of Sale Operation Guide to process a single transaction.
the sale and tender.
AccuPOS Point Of Sale.
the Sage 50 End of Day Procedures guide to perform a Z end of day report
sure the transaction posted to Sage 50 as a sales receipt
sure the funds are in the GL account assigned.
You are done! You may
now start using AccuPOS Point of Sale to process
sales more efficiently and
update your Sage 50 seamlessly.