Saasu POS Setup

To get started follow these steps:

  1. Sign in to your Saasu file
  2. Add your Items (Products you plan to sell) via Add > Item.
  3. Open a new web browser tab or window and go to https://secure.saasu.com/pos. Sign in using the same details you enter to access your Saasu file.
  4. You arrive at the Saasu POS dashboard. Click the Configure link to set up your settlement accounts.
  5. Select Products > All Products > and click Sync to Saasu to load the Saasu POS interface/terminal with the Items that exist in your Saasu file.
  6. Select Users > Add Users and add the staff who will have access to the terminal (including yourself).
    This access is different to your Saasu signin as it is often a short pin code access so people can quickly and easily access Saasu POS as their front-of-desk user account.
  7. Go to Dashboard and click the Install New Terminal link. You will be asked if it’s ok to download SaasuPOS.application by your browser.
  8. You will be asked if it’s safe to run this application created by Secure.Saasu.com. Click Install. Make sure you install this on a local drive instead of network drive.
  9. When installation has commenced you will be asked for your Installation Key and to set a pin. Enter Key:xxxx and Pin:xxxxxxxxx.
    pos-installation-key.png

Saasu POS Admin

WHERE: After signing into your Saasu file via the web browser navigate to https://secure.saasu.com/pos

The Saasu POS Admin area is where you can manage who Saasu POS terminal interact with your Saasu online accounting file. The instructions in this section cover how to use this area.

Dashboard

Company – The Saasu online accounting filename you have connected these Saasu POS terminals to.
ABN – The Business Number you have nominated in the Saasu Online Accounting file at Settings > File Identity > Business Number field.
Today’s Receipts – Transaction volume today or since your last end of day run.
Products – The number of product variants currently downloaded and synchronising with your Saasu online accounting inventory system.
Users – The number of staff who have access to Saasu POS terminals in your network.

Installation Key
You will use this information when setting up each new Saasu POS terminal on hardware. If you are buying Saasu supported hardware then you may not need this information initially as the hardware is delivered with Saasu POS pre-installed.

Receipts

See a list of transactions for your Saasu POS terminals.

Screen Options

Sync with Saasu option when clicked will send transactions not yet automatically sent to Saasu up to Saasu online accounting. This feature is useful if your Saasu POS terminal has been offline and you want to be sure it has synced back to the main Saasu online accounting application.

Products

All Products

See a list of products that have been synchronised to your Saasu POS Terminal network from your Saasu Online Accounting inventory Item list.

Screen Options

New Product is clicked to navigate back to Saasu Online Accounting inventory area to add a new inventory Item.

Synch with Saasu is clicked to get a fresh update of the Saasu POS inevntory Item details from your Saasu Online Accounting file. Note that this WILL NOT override barcodes you Setup in this area.

Users

All Users

Administer the Users and their details and access in the list style screen.

Add Users

Enter the details Saasu needs to Add a new User to the POS terminal network.

NOTE: A Saasu POS user is not the same as user access to Saasu Online Accounting. It only gives a person Terminal Access.

Terminals

All Terminals

See a list of Saasu POS terminals installed that are connected to your Saasu online accounting file. Disable and Edit individual terminals with the options provided.

Settings

  • Control the Terminal UI which is the login method and the the display method.
  • Purchase Receipt Contents can be set for the footer and header of your paper receipts

Customise UI

In this section you can add and remove buttons and/or tabs to your POS interface. Clicking Save in this screen will automatically publish the changes to all your terminals upon terminal restart. Clicking Revert in this screen rolls back your changes to the last version you saved.

  • The x symbol removes a button.
  • The Black Dot allows you to set the background colour.
  • The White Dot allows you to set the text colour.
  • The script symbol lets you set the font family and size.
  • Use the + icon to add new tabs
  • Use the x in a tab to remove that tab

End of Day

End of Day Reports

Each terminal can perform an End of Day process so that you as a business owner can track the cash handling and float for the day over time. This screen gives you the reported End of Day for each terminal as they come in.

Settings

Settlement

When Saasu process transaction it needs to book the payments your receive into the correct place. Choose the Bank Account from the options provided. If you haven’t setup your bank account in your Saasu accounting file then you need to do this first. e.g. You may like to setup an account called Asset: Cash Drawer and another for your EFTPOS and Cash banking account called Asset: ABC Bank A/C

Saasu

This last option in the menu lets you navigate back to the Saasu web application.

Updates

The following instructions help you update Saasu POS software on terminals you own. We recommend doing updates at the end of your trading day. That way if you have any problems you have all night and the next morning to rectify problems with the Saasu service and labs teams.

  1. Click the Saasu POS icon on your desktop to start the application.
  2. Saasu will display a dialog box asking if you would like to update to a newer version.
  3. Click Yes
  4. Saasu will display the following dialog:pos-updating.png
  5. Use your Saasu POS “Terminal Sign-in” to access the POS screen (This is NOT your normal Saasu email and password sign-in).pos-signin.png

Printers

If you have purchase Saasu MiniPOS or DigiPOS your printing is already setup and going. If you have any problem printing just contact us via our service desk.

To enable receipt printing in Saasu for hardware we don’t support you will need suitable (a) Drivers, (b) Operating System and (c) Hardware.

  1. 1. Drivers
    Saasu POS Terminal supports Epson OPOS drivers downloaded from the location specified. Any versions or drivers downloaded from any other location (even if by the same name) are not supported. To setup drivers see the Print Driver Setup guide below.
  2. 2. Operating System
    We only support these drivers while you operate Windows XP service pack 3 or more recent versions of operating Windows operating systems. They must be business, not home editions.
  3. 3. Hardware
    Support of the drivers doesn’t imply we support the hardware. You may be required to acquire a new printer if your old hardware can’t be supported. We don’t guarantee support of all Epson thermal printers even though we support the drivers. We do so on a best endeavours basis.