Getting Started

Welcome to Epicor Eagle™ POS for Windows! Before using POS for the first time, we recommend you complete the following items to obtain a basic understanding of working in POS.

For best results, click to print this topic, and use it as a checklist, checking off each item as you complete it. We recommend completing the tasks in the order presented.

This checklist consists of two types of activities: viewing Quick Tip demonstration videos and reading online help topics. By viewing Quick Tip videos, you will see how simple it is to complete tasks in POS. By reading online help topics, you will learn the steps to complete the tasks demonstrated in the videos, as well as learn how to complete new tasks.

The following describes how to find help topics and Quick Tip videos in POS.

To choose an online help topic:

  1. In POS, press F1. The Help Topics window displays.

  2. Type the first few letters of the topic you are looking for, or use the up and down arrow keys to highlight a topic.

  3. Press enter to display the highlighted topic.

  4. Press esc to close the topic and return to POS.

To choose a Quick Tip video:

go to http://www.activant.com/eagle-customer-support/, and click Training Browser. When the Training Browser displays, click Videos in the left pane, and then click Quick Tips. Then click Point-of-Sale to display the POS Quick Tips.

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Tips for displaying online help topics

On the toolbar, click:

to display topics you viewed previously.

to print the displayed topic.

Read the following online help topics:

checkbox_shg.gif  Using the Keyboard

checkbox_shg.gif  About the POS Menu Bar

checkbox_shg.gif  About QuickFind

checkbox_shg.gif  About Views

checkbox_shg.gif  Differences from Original Eagle POS

checkbox_shg.gif  About the Menu Key

checkbox_shg.gif  Forcing IDs and Passwords to Uppercase

checkbox_shg.gif  Displaying the Jobs Box (if you have Contractor POS)

checkbox_shg.gif  Assigning Shortcut Keys

checkbox_shg.gif  Entering Training Mode

checkbox_shg.gif  Creating Purchase Orders from Special Orders (if you special order items)

checkbox_shg.gif  Building a Description Index

checkbox_shg.gif  Setting Up Offline POS (if purchased)

 

View the following Quick Tip videos:

checkbox_shg.gif  Introduction to POS

checkbox_shg.gif  Navigating by Keyboard Only

checkbox_shg.gif  Basic Sale Transactions, including:

  1. Cash Sale

  2. Check Sale

  3. Bank Card Sale

checkbox_shg.gif  Correcting Mistakes

checkbox_shg.gif  Returns, including:

  1. Understanding Credit Reasons

  2. Credit Memo Transactions

  3. Line Item Crediting

checkbox_shg.gif  Special Order, including:

  1. Creating with the Catalog

  2. Creating without the Catalog

checkbox_shg.gif  Setting Up and Using QuickFind

checkbox_shg.gif  Setting Up and Using Alternate Tenders

 

Congratulations!

You have completed our recommended tasks for obtaining a basic knowledge of POS. Since the Quick Tip videos and online help are always available, feel free to return to them later if you need to refresh your memory or want to learn new things.

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