Below are the steps to install and configure Link Technologies Point of Sales system with JIWA Financials
The steps below are summarized. You need to be familiar with JIWA and LinkSOFT applications to perform the steps below.
1. Install JIWA software
2. Configure JIWA demo database
3. Create the following accounts in JIWA:
- Shift variance Account (3100-000-00). Surplus will Credit this account, SHORT will Debit this account. [Jiwa Menu: JIWA -> General Ledger -> Maintenance. See Figure 1 below.
- Bank Account: Surplus will Debit this account. Short will CREDIT this account. Use 7010-200-00 in the JIWA DEMO System
- Create Warehouse code mapping to POS Location. This Maps the POS Location to a JIWA Warehouse where transactions will be created. [Jiwa Menu: JIWA -> Inventory -> Configuration -> Warehouse maintenance]. See figure 2 below.
Figure 1 - Shift Variance account in JIWA
Figure 2 - Shift Variance account in JIWA
4. Install LinkSOFT using the Combined Installation set (See Downloads Section)
5. Install New Database for LinkSOFT
6. Log into POS and Install JIWA Integration (from the maintenance menu)
7. Configure POS
a. Default Location (using 3c. above)
b. Printers and review other settings
8. Create POS Cashiers: (Returns and Lay-By from POS is not yet supported)
a. Disable Returns
b. Disable Lay-By
User testing:
Default password is password for any cashiers. Set the "Require Password Change" option when creating cashiers.
1. Create Sale in POS
a. Verify Sales order in JIWA
b. Verify Receipt batch in JIWA
2. Create debtor in POS.
a. Verify in JIWA after completing Credit Sale
3. Create Credit sale in POS.
a. Verify Sales order in JIWA
b. verify Debtor account in JIWA
4. Create account Payment in POS
a. Verify account payment in JIWA
5. Create Credit note and Payment Adjustment and payment VOID in POS
a. Verify account payment in JIWA
Please do not hesitate to contact Link Technologies support if you have any problems.