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Point of Sales

HOW TO CONFIGURE PrismPOS​

First & foremost task will be to install PrismPOS installer for POS configure. After that, configure the installer before login. Otherwise you won't be able to login into installer.

Next Step is for the configuration of prismPOS.

1. How to configure prismPOS:​

First of all, open the installer after installing PrismPOS. Now for configuration option, click on the "Settings" icon of the installer login right side. The screenshot is given below:

After clicking the button, a server configuration page will appear where you need to configure with PrismERP for login. All red star ( * ) are mandatory required field that needs to be filled up. Check out the image below:

(i) Now, how you will configure:​

a) Protocol name as http,
b) Domain name as pos.prismerp.global.
c) Port as blank " 80 "
d) Terminal code as 101
e) Client id as " JidkMFxpJ4BNUDGI "
f) Client secret as " cXRfbTpJ5RalygEG "
g) App name as pos_app
h) Company name as Divine IT Limited
i) Address as Uttara
j) Address as Dhaka,1231

(ii) Protocol : http​

(iii) Domain name: PrismERP domain name like pos.prismerp.global​

(iv) Port: If the prismERP copy host has any port in that case you have to use the port on port field like port 1110. Otherwise it should be blank.​

(v) Terminal Code:​

In the prismERP copy where you create a terminal code from " settings->POS->POS terminal list " , In the list page you will get a terminal code like " 101 " which has to be input in terminal code field of configuration page. Screenshot is given below:

(vi) Client id:​

In the Prism copy create an application user by going "Settings->user->Authentication API->list of application"
And then get a client id like " JidkMFxpJ4BNUDGI " after that input the id into the client id field in configuration.

(vii) App name:​

Similar process like previous of application user: Settings->user->authentication API->list of application,
From the list of application, get app name like " pos_app " and after that input in app name field of server configuration page. Screenshots are given below sequentially:

(viii) Company name:​

Input your company name like for example "Divine IT Limited" It’s also a required field as like other field. Without this, configuration will not be applicable

(ix) Address:​

In the configuration page, there are two field of address. Give proper input of your address in both the fields. For example: 1st field address Uttara and 2nd is Dhaka, 1231. When printing sale order invoice both the field of given address will be displayed in the invoice head, so make sure you give the proper input of address in two fields.

(X) Saving the configuration:​

2) How to Log in to the PrismPOS system​

After completing configuration, Now login into PrismPOS. Create a user name and password from " Settings->User->List of user "

(Example: User name: pos10 , Password: 1)

3) How to create and see sale order:​

After logging into the system go to " Sale order " and add option to create sale order. Then Select products from POS. You can also input product barcode (press F3), customer name (press F4), select product (press F2), customer phone no. The payments can be done by cash & card.

After creating sale order, save and print the order. After completing the sale order, you can check the sale order from the sale order list (sale order->click on the " list ").

If you mistakenly make refresh while creating sale order by pressing F5 then that sale order will be saved as draft. In order to check the draft press F10.

4) How to sync product:​

First go to the product List (Product->Product list) then click on " sync ". After clicking sync you will get all your products frequently in the list. Screenshot is given below for understanding

5) How to sync customer:​

In same way go to customer list (Customer->click list) then click " Sync ". After adding new customer and then syncing, you can see those new customer in the list.

6) How to sync card reader:​

Go to Card reader-> List then click :" Sync "

If adding a new card device then type in the list by clicking sync and then you can see the new device and the type in the list

7) How to sync promotion:​

If you add a new promotion for any occasion then at first see the promotional offer from the promotion list.
(Go to promotion->promotion click list then click sync). After adding promotion from the promotion list, you can also see promotion from product list as well.
(Go to promotion->promotion product list)

Configuration in PrismERP system for PrismPOS​

In order to configure the POS settings from PrismERP first go to ( Settings--> Configuration)

1) Enable Authentication API​

After visiting the configuration page, First step is to click on the " User security" and then enable Authentication API (Selecting True option).
(Note that without 2 Factor Authentication, you will not be able to login to PrismERP system. This is done for security purpose).

Click on "Save" button to complete API Authentication True for User security.

2) POS settings configuration​

Now on that same configuration page click on the "POS" on the left tab as shown above and then the POS settings page will appear.

From the POS settings page make "True" of search POS reference number as shown above and then click on " Save" to complete the action.

3) Creating New Company Branch​

(Settings-->Company-->New Branch)

Fill out the all mandatory & necessary field with information that are required to for creating a branch and then click "Save" button to complete Branch creation.

4) Creating New Cash Account​

Settings-->Accounting-->New cash account

Fill up the necessary information in the mandatory fields and then click on "Save" to complete creating new cash account

5) Adding POS Terminal​

Settings-->POS-->Add POS terminal

Fill up all the necessary information in mandatory field and click " Save " to complete the addition of POS terminal

6) Creating a New User for PrismPOS​

Settings--> User---> New User

Choose the type of user which is important for your business to take control of the PrismPOS.

7) Defining User Role​

Settings-->User--> User Role

Fill out all the necessary information required to complete the action by clicking " Save" and after that selecting those modules that you want to give access to the user (part of user role)

And now select the role info and click on Save to complete the action. Screenshot is given below for "Role info"

8) Creating User group​

Settings--> User-->User Groups -->from the right of the window click plus button

You have to assign those modules and select them in groups like cashbook, inventory, product, sale order, voucher, sales promotion and POS application. Select the modules which you want for the User groups and click save to complete the action

9) For Cashbook Module:​

10) For Sales promotion Module:​

11) Final Step: Creating application for PrismPOS Registration​

Settings-->User-->Authentication API-->New Application

Fill up all the mandatory required fields marked as red in order and click " Save " to complete the process or else you will not be able to log into PrismERP. After the input of application, the Client ID and Client Secret will be generated automatically.