PHP Point of Sale v9.0

Installation and User Guide

Introducing PHP Point of Sale

What is PHP Point of Sale?

About the Author

About This Guide

Installation and Configuration

Where to Find Help

System Requirements

Installing and Configuring Apache/IIS, PHP and MySQL

Installing and Configuring PHP Point of Sale>

PHP Point of Sale Installation Page

Common Installation Problems

Problems connecting to the database

Permission denied / settings.php is not writable

All of the image links are broken.

Upgrading from a Previous Version of PHP Point of Sale

Using PHP Point of Sale

Logging Into PHP Point of Sale

Home Screen

Managing User Accounts

Account Types

Adding a New User Account

Modifying a User Account

Removing a User Account

Managing Suppliers

Adding a Supplier

Modifying a Supplier

Deleting a Supplier

Managing Brands

Adding a Brand

Modifying a Brand

Deleting a Brand

Managing Item Categories

Adding a Category

Modifying a Category

Deleting a Category

Managing Items

Adding an Item

Modifying an Item

Deleting an Item

Applying Discounts to Items

Managing Discounts

Using the Barcode Sheet

Creating and Printing Item Barcode Labels Using Microsoft Word

Managing Customers

Adding a Customer

Modifying a Customer

Deleting a Customer

Using Barcodes to Identify Customers

Processing Sales Transactions

Starting a New Sale

Understanding Sales Sessions

Using the Shopping Cart

Applying Extra Discounts at Time of Sale

Completing a Sales Transaction

Handling Cash Transactions

Abandoning a Sale

Modifying a Sale After Completion

Generating Reports

All Brands Report

All Categories Report

All Customers Report

All Employees Report

All Items Report

Brand Report

Category Report

Customer Report

Daily Report

Date Range Report

Employee Report

Item Report

Profit Report

Tax Report

Administration

Backing up the Database

Restoring a Database from Backup

Appendix A: Developer Reference

Customizing PHP Point of Sale

osCommerce Integration

Database Reference

Appendix B: License Agreement

GNU General Public License

Introducing PHP Point of Sale

What is PHP Point of Sale?

Logo: PHP Point of SalePHP Point of Sale (POS) is a web-based point of sale system designed to help small businesses keep track of customers, sales and inventory. The program works especially well for businesses that use cash, check, or account numbers for their sales.

PHP Point of Sale is a stable, mature product with a relatively active developer and user community. This makes it an attractive choice for designers and integrators who are looking for a solid, tested platform upon which to build their own custom solutions. It can even be integrated with barcode scanners and touch-screen displays. PHP Point of Sale is available in English, French and Spanish language versions.

About the Author

PHP Point of Sale was developed by Chris Muench, who remains the primary developer, along with a handful of outside contributors. As a student at the Rochester Institute of Technology in New York, the original inspiration behind this project was to gain knowledge about PHP and MySQL. That particular goal was reached some time ago, and today’s focus is on adding continual improvements to the product.

About This Guide

Photo: MeThis guide was designed, written and illustrated by extendoc. If you’re looking for ways to improve the quality your own documentation efforts, please visit my website at www.extendoc.com for useful tips and information. I also provide a full selection of technical writing, illustration and publishing services on a freelance basis. If you have any comments or suggestions about this guide, please drop me a line at feedback@extendoc.com.

Installation and Configuration

PHP Point of Sale is a flexible product which can be deployed in several different ways, depending on your requirements:

Where to Find Help

Having problems with installation or integration? Visit these online resources for help:

System Requirements

PHP Point of Sale requires the following components:

These components can be installed on a workstation/laptop, a locally-deployed central server, or a hosted Internet-connected web server, depending on your needs.

Installing and Configuring Apache/IIS, PHP and MySQL

The procedure for installation and configuration of these packages varies considerably by your choice of platform. Therefore, it is not practical to provide a deployment tutorial for them in this document. For detailed installation instructions, we invite you to review the following online resources:

Installing and Configuring PHP Point of Sale

  1. Extract the contents of the ZIP archive into an appropriate folder at, or below, your web server’s root folder[1].
  2. Ensure the settings.php file has write access by the web user account. This procedure varies by the web server you are using. On Linux systems, you’ll use the chmod[2] command to allow write access. On Windows systems, you’ll need to use the Permissions Wizard in IIS.
  3. Create a new database in MySQL. This is done with the CREATE DATABASE DBNAME statement, where DBNAME is the name of your PHP Point of Sale database.

Once you’ve taken these steps, navigate to the following URL with your web browser. The URL you type (or paste) into your browser address bar depends on how, and where, you have deployed PHP Point of Sale. For remote web servers (like those offered through web hosting and co-location services) your URL will probably look like this:

http://www.yourcompany.com/path_to_php_point_of_sale/install/index.php

For local environments, where PHP Point of Sale is installed on a Local Area Network (LAN) for use by multiple “peer” or “client” workstations, you’d probably use something like this:

http://ip_address_of_php_pos_computer/path_to_php_point_of_sale/install/index.php

For single-user installations, where the users and the server are located on the same physical computer, you would probably use something like this:

http://localhost/path_to_php_point_of_sale/install/index.php

If you’re using a remote web hosting service, your URL will probably look like this:

http://yourcompany.com/Path_To_Point_Of_Sale/install/index.php

If you’ve properly deployed PHP Point of Sale on your web server and navigated to the correct installation URL, you’ll see a Language Select page. Choose the appropriate language from the drop-down box, and click the Submit Query button to proceed to the main installation page.

PHP Point of Sale Installation Page

The PHP Point of Sale Installation page contains a series of fields which should be filled in as follows:

Company Name* – This is the name that will appear on reports, receipts and more.

Address - Enter your mailing address here.

Phone Number* - Telephone Number – don’t forget to include your area code.

E-Mail – Enter your customer service email address here.

Fax - Your FAX number, in a suitable format.

Website - Your web address, in the format http://www.yourcompany.com.

Other - This field holds optional user-defined information.

Database Server* - The IP address or hostname of your database server. In most cases, you’ll be running the web server and database server on the same physical machine, so localhost will do.

Database Name* - The name of the MySQL PHP Point of Sale Database.

Database Username* - The MySQL user name which is associated with your PHP Point of Sale database. In many cases, this will be root, although root is actually not an ideal account to use from a security perspective.

Database Password* - The password associated with the MySQL user name which is supplied above.

Default Tax Rate* - An integer value (0 through 100[3]) representing the standard tax rate to apply to sales activity within PHP Point of Sale.

Currency Symbol* - The symbol to use for currency. This symbol or text will be placed in front of currency values. In the United States and Canada, you can use a dollar sign ($). Use whatever symbol or prefix fits your currency best.

Theme* - Choose the default Big Blue theme, or the more streamlined Serious theme.

Table Prefix - Use this option only if you want to add a prefix to the MySQL tables created by PHP Point of Sale. This is useful if you’re deploying PHP Point of Sale within an existing MySQL database, and you want to ensure that no conflicts between table names arise[4]. If you do not need table prefixes, leave this field blank.

Property to use when scanning barcode at sale* - When you scan a barcode on an item or customer account card, PHP Point of Sale looks up the matching value that is specified on it. If you wish to use the customer account number or item number for your lookup fields, choose the Account Number/Item Number option. Otherwise, specify the RowID option, which uses the auto-incrementing value MySQL uses internally to track items and accounts.

Language* - PHP Point of Sale is available in English, French and Spanish languages. Choose your desired language here. Changes to your language selection will take place after the form is submitted.

* This field is required.

Once you’ve made the appropriate entries on the PHP Point of Sale Installation page, click the Install button to compete your installation. If you’ve supplied correct setup information, PHP Point of Sale will be installed automatically, and you’ll see the following screen:

Figure 1 – A successful installation.

If incorrect information is supplied, you may be returned to the Installation page to provide the correct data.

Common Installation Problems

Installation of PHP Point of Sale is relatively straightforward. However, before you bolt away screaming from the room, check this list.

Problems connecting to the database

Permission denied / settings.php is not writable

On Windows systems, take the following steps to ensure that settings.php is writable:

  1. Right click on the directory containing the settings.php file and click on Properties.
  2. Choose the Security tab from the dialog window.
  3. Uncheck Allow inheritable permissions from parent to propagate to this object.
  4. Click the Add button at the top left of the window.
  5. The Select Users or Groups dialog box will open. Highlight IUSR_ComputerName account from the list by clicking on it. Where ComputerName is the name of your web server or computer. IUSER represents the Internet Guest Account setup by default when IIS is installed on the system.
  6. Select the Users or Groups dialog box.
  7. Click on the Add button in the middle left of the dialog box. You should then see ComputerName\IUSER_ComputerName appear in the box in the bottom half of the dialog box, where ComputerName is the name of your computer or web server.
  8. Now click on the OK button at the bottom right of the Select Users or Groups dialog box.
  9. You should now be back at the Security Properties dialog box, where the top box should now contain the Internet Guest Account (ComputerName\IUSER_ComputerName).
  10. Highlight the Internet Guest Account (ComputerName\IUSER_ComputerName) by clicking on it in the top box.
  11. Select the Read and Write permissions for this account by checking the boxes at the bottom of the window, then click Apply or OK to save your changes.

On Linux systems, you’ll need to use the chmod command on the settings.php file. First, though, you’ll need to find the location of the settings.php file – the path to this file can be very different depending on your Linux distribution and specific configuration. However, you can probably find the file using the following command:

locate settings.php

Once you’ve found the correct path, issue the following command:

chmod  -v 655 /path_to_settings_file/settings.php

to change the permissions.

All of the image links are broken.

Is your /images/ folder mapped to a different location? Some Linux Apache configurations use symlinks to map the /images/ folder to a different location in the file system.

Upgrading from a Previous Version of PHP Point of Sale

To upgrade from a previous version of PHP Point of Sale, take the following steps:

  1. Back up your settings.php file by making a copy of it, and save the copy to a separate system or folder.
  2. Delete the contents of the PHP PoS folder on your web server.
  3. Extract the new PHP PoS files into the same folder on your web server.
  4. Re-publish your backup settings.php file to the site root folder.
  5. Navigate to the following location with your web browser:

http://yourwebserver.com/Path_To_Point_Of_Sale/upgrade/index.php

  1. Choose RowID / AccountNumber option as previously specified in your settings.php file, and perform the upgrade by clicking the Submit Query button.
  2. Delete the /upgrade/ folder and all of its contents from your web server. You may also want to remove write permissions on your settings.php file for security reasons.

Using PHP Point of Sale

PHP Point of Sale is designed to be easy to use, with minimal training requirements. The following section details instructions for day to day management and usage.

Logging Into PHP Point of Sale

PHP Point of Sale is a web-based application, so you’ll access it with a web browser, such as Firefox or Internet Explorer. The URL you type (or paste) into your browser address bar depends on how and where you have deployed PHP Point of Sale.

For remote web servers (like those offered through web hosting and co-location services) your URL will probably look like this:

http://www.yourcompany.com/path_to_php_point_of_sale/

For local environments, where PHP Point of Sale is installed on a Local Area Network (LAN) for use by multiple “peer” or “client” workstations, you’d probably use something like this:

http://ip_address_of_php_pos_computer/path_to_php_point_of_sale/

For single-user installations, where the users and the server are located on the same physical computer, you would probably use something like this:

http://localhost/path_to_php_point_of_sale/

Home Screen

Once you successfully log in, you’ll be taken to the PHP Point of Sale Home Screen. The Home Screen is a central jumping point for just about any task you’ll need to accomplish in the system. It’s located in the top navigation toolbar:

Figure 2 – PHP Point of Sale Navigation Toolbar

Figure 2 – PHP Point of Sale Navigation Toolbar

Managing User Accounts

PHP Point of Sale user accounts are used by sales staff, managers and administrators. For security and reporting reasons, it’s a good idea to have separate user accounts for every individual who will need to use PHP Point of Sale. For example, sales activity reports can be organized by user account, so you can easily see your top sales performers if each person has their own unique account.

When you first install PHP Point of Sale, one user account is created automatically:

            Username: admin

            Password: pointofsale

CautionImportant: You can, and should, change the admin password immediately. See Modifying a User Account below for instructions on how to change passwords.

Account Types

Every user account has a security level associated with it, known in PHP Point of Sale as an account type. The following account types are available:

Adding a New User Account

To add a new user account to your PHP Point of Sale system, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Users link.
  4. Click the Create a New User link.
  5. Fill out the appropriate details for the user account in each field provided. You’ll need to type the password twice to confirm.

Modifying a User Account

To make changes to a user account, including changing the password associated with a user account, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Users link.
  4. Click the Manage Users link.
  5. Locate the user account you wish to modify in the table which is displayed. Then click the Update link next to that user account.
  6. Make any desired changes to the user account. If you are resetting the password associated with the user account, be sure to enter it twice.
  7. Click the Submit button to save your changes. If you change your mind and do not wish to save, simply click the Home button on the top toolbar.

Removing a User Account

You can only remove a user account if there are no sales associated with it. Once sales activity has been entered for a user account, PHP Point of Sale will not allow you to delete it, because the account information is needed for reporting purposes.

The best way to handle old or expired user accounts (for example, if one of your staff members leaves for another job) is to simply reset the password on the account to something that is unknown to the former user, as well as other staff members. This preserves the security of your PHP Point of Sale system while maintaining data integrity for reporting.

To remove a user account, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Users link.
  4. Click the Manage Users link.
  5. Locate the user account you wish to remove in the table which is displayed. Then click the Delete link next to that user account.
  6. You’ll be prompted to confirm the delete operation. Click OK to continue, or Cancel to abort the operation.

Managing Suppliers

Before you can sell items in any retail setting, you first need a supplier of goods, or more than one. Consequently, all items in PHP Point of Sale must have a Supplier associated with them - even if that Supplier is you.

Your first order of business, before any Items are added to your database, is to add one or more Suppliers.

Adding a Supplier

To add a new Supplier, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Items for Sale link.
  4. Click the Create a New Supplier link.
  5. Fill out the necessary details for your supplier in the form provided. Required fields are outlined in bold.
  6. Once you have added all necessary details, click the Submit button to add this new Supplier to your database.

Modifying a Supplier

To make changes to an existing Supplier, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Items for Sale link.
  4. Click the Manage Suppliers link.
  5. Locate the Supplier you wish to modify in the table which is displayed. Then click the Update link next to that Supplier.
  6. Make any desired changes to the Supplier profile in the form provided.
  7. Click the Submit button to save your changes.

·         If you change your mind and do not wish to save, simply click the Home button on the top toolbar.

Deleting a Supplier

You can only remove a Supplier if there are no sales associated with it. Once sales activity has been entered for Items provided by a given Supplier, PHP Point of Sale will not allow you to delete it, because the information is needed for reporting purposes.

To remove a Supplier, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Items for Sale link.
  4. Click the Manage Suppliers link.
  5. Locate the Supplier you wish to modify in the table which is displayed. Then click the Delete link next to that Supplier.
  6. You’ll be prompted to confirm the delete operation. Click OK to continue, or Cancel to abort the operation.

Managing Brands

All Items in PHP Point of Sale are associated with a Brand. Therefore, you’ll also need to add at least one Brand before you can add Items.

Adding a Brand

To add a new Brand, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Items for Sale link.
  4. Click the Create a New Brand link.
  5. Fill out the brand name in the field provided. Click the Submit button to add this new Brand to your database.

Modifying a Brand

To make changes to an existing Brand, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Items for Sale link.
  4. Click the Manage Brands link.
  5. Locate the Brand you wish to modify in the table which is displayed. Then click the Update link next to that Brand.
  6. Make any desired changes to the Brand in the field provided. Click the Submit button to save your changes.

·         If you change your mind and do not wish to save, simply click the Home button on the top toolbar.

Deleting a Brand

You can only remove a Brand if there are no sales associated with it. Once sales activity has been entered for Items of a particular Brand, PHP Point of Sale will not allow you to delete it, because the information is needed for reporting purposes.

To remove a Brand, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Items for Sale link.
  4. Click the Manage Brands link.
  5. Locate the Brand you wish to modify in the table which is displayed. Then click the Delete link next to that Brand.
  6. You’ll be prompted to confirm the delete operation. Click OK to continue, or Cancel to abort the operation.

Managing Item Categories

All Items in PHP Point of Sale must belong to an Item Category. You’ll therefore need at least one Category before you can add Items to the PHP Point of Sale database.

Adding a Category

To add a new Category, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Items for Sale link.
  4. Click the Create a New Category link.
  5. Fill out the Category name in the field provided. Click the Submit button to add this new Category to your database.

Modifying a Category

To make changes to an existing Category, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Items for Sale link.
  4. Click the Manage Categories link.
  5. Locate the Category you wish to modify in the table which is displayed. Then click the Update link next to that Category.
  6. Make any desired changes to the Category in the field provided. Click the Submit button to save your changes.

·         If you change your mind and do not wish to save, simply click the Home button on the top toolbar.

Deleting a Category

You can only remove a Category if there are no sales or items associated with it. To remove a Category, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Home button on the top toolbar.
  3. Click the Add, Remove or Manage Items for Sale link.
  4. Click the Manage Categories link.
  5. Locate the Category you wish to modify in the table which is displayed. Then click the Delete link next to that Category.

Managing Items

Items in PHP Point of Sale are often referred to as SKUs (pronounced “skews”) in retail lingo. Essentially, an Item is a unique “entity” for sales reporting purposes.

The way you classify unique items depends on the level of detail you want to see in your sales reports. For example, a plain t-shirt sells for $12.95 regardless of whether it is red, blue or orange. If you wanted to track individual sales of red, blue and orange plain t-shirts, you should enter 3 separate Items. If, however, you wish only to track plain t-shirt sales regardless of their color, you need to enter only a single Item in the PHP Point of Sale database.

CautionImportant: Before you can add items to your PHP Point of Sale database, you must first create at least one Brand, at least one Category, and at least one Supplier.

Adding an Item

Once you have at least one Supplier, Category and Brand, you can add an Item to the PHP Point of Sale database. To add a new item, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Items button on the top toolbar.
  3. Click the Create a New Item link.
  4. Fill out the required (and optional) fields as follows:

Item Name: A friendly name for the item. This name appears on invoices and receipts.

Description: The description field can contain any information you like. It is also printed on invoices and receipts.

Item Number: If you have an existing coding or numbering scheme, record that value here. You can use this code in combination with the barcode scanning and printing capabilities built into PHP Point of Sale[5].

Brand: The associated Brand.

Category: The Category to which the item belongs.

Supplier: The Supplier which provides the item to you.

Buying Price: The per-unit price paid for each item from the Supplier.

Selling Price: The standard retail selling price of the Item. This price is subject to any Discounts which are subsequently applied to the item.

Tax (%): A numeric value indicating the tax rate for the specific item. The value specified in this field overrides the global tax rate[6].

Supplier Catalogue #: Most wholesalers or suppliers have their own item codes and part numbers. Use this field to record those values for convenient re-ordering of stock.

Quantity in Stock: A numeric value indicating the current unit quantity in stock.

Reorder Level: A numeric value representing the quantity at which a stock replenishment order should be triggered.

  1. Click the Submit button to complete the addition of the Item to the database.

Modifying an Item

To modify an existing Item, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Items button on the top toolbar.
  3. Click the Manage Items link.
  4. Locate the item you wish to modify, and click the Update link next to it.
  5. Make the appropriate adjustments to your Item’s profile in the fields provided. Then click the Submit button to save your changes.

Deleting an Item

You can only delete an Item if there are no sales associated with it. To delete an Item, take the following steps:

  1. Be sure you are logged into a user account with Admin privileges.
  2. Click the Items button in the top toolbar.
  3. Click the Manage Items link.
  4. Locate the Item you wish to remove, and then click the Delete link next to that item.

Applying Discounts to Items

When you want to run a special sale or promotion, you can use PHP Point of Sale to apply discounts to certain items in your store. This way, you can leave the original pricing intact, to be restored once the sale or promotion is over.

To apply a discount to an Item, do the following:

  1. Click the Items button in the top toolbar.
  2. Click the Discount an Item link.
  3. Choose the Item to discount from the available drop-down menu.
  4. Enter the percentage of the discount to apply. For example, enter 10 for 10%, or 11.5 for 11.5%.
  5. If desired, enter a comment. For example, Winter Sale.
  6. Click the Submit button. The discount will now be applied to new sales for that Item.

Managing Discounts

You may implement many kinds of Discounts for various reasons. PHP Point of Sale allows you to manage all of your Discounts from a single location. You can adjust discount levels or remove discounts altogether:

  1. Click the Items button in the top toolbar.
  2. Click the Manage Discounts link.
  3. Review all of your configured Discounts from the table provided.

To delete a previously configured Discount, click the Delete link next to the appropriate Discount. To make changes to a previously configured Discount, click the Update link next to the appropriate Discount and make your changes.

Using the Barcode Sheet

PHP Point of Sale can create custom barcodes for each item in your store. You can use these barcodes to make stickers and labels, which can then be applied directly to your products and/or the shelving where product is displayed:

Figure 3 – Sample Barcode
Figure 3 – Sample Barcode

To see a complete barcode summary for all Items in your store, do the following:

  1. Click the Items button in the top toolbar.
  2. Click the Items Barcode Sheet link on the Items page.

Creating and Printing Item Barcode Labels Using Microsoft Word

The following instructions should work with Microsoft Word versions XP, 2002, or 2003. You can use Word to create label sheets with multiple copies of the same label (for individual products), or with multiple unique labels on a single sheet (for catalogues or shelving).

  1. Click Tools > Letters and Mailings > Envelopes and Labels.
  2. Click the Labels tab at the top of the displayed sub-window.
  3. Choose the appropriate label template to match the one you are using by clicking the label window in the bottom right part of the sub-window. Templates from the most popular manufacturers (Avery, for example) are available.
  4. Once you’ve selected the appropriate label template, click the New Document button in the top right portion of the sub-window. A new Microsoft Word document will be created, with guides that enable you to precisely lay out your labels to match your label stock.
  5. To copy a barcode or label into your Word template, right click the barcode image in PHP Point of Sale, and choose Copy Image or Copy (depending on your web browser).
  6. Switch back to your Word document and place the cursor in a label cell. Press Ctrl+V to paste the barcode into the label cell. You may need to adjust the size of the pasted barcode to ensure that it isn’t too large. To resize the barcode, click once on it to select it, and then drag one of the corners. Don’t drag the flat sides, as these will distort your barcode image by stretching it horizontally or vertically.

Managing Customers

All sales transactions in PHP Point of Sale are associated with a particular customer account. If you’re not interested in tracking customers, you can simply create a single ‘default’ customer account to be re-used for all transactions[7].

Adding a Customer

To add a new Customer to PHP Point of Sale, take the following steps:

  1. Click the Customers button on the top toolbar.
  2. Click the Create A New Customer link.
  3. Enter the necessary customer details. The minimum required fields are first name, last name and telephone number.
  4. Click the Submit button to add the new customer to the system.

Modifying a Customer

To modify a customer’s information (for example, if your customer moves to a new address) take the following steps:

  1. Click the Customers button on the top toolbar.
  2. Click the Manage Customers link.
  3. Locate the customer you wish to modify by reviewing the customer list. You can also search for a specific customer (by last name) in the search box provided at the top of the page. Once you’ve located the customer, click the Update link in the same row.
  4. Make any necessary adjustments in the fields provided, and then click the Submit button to save your changes. Remember that the first name, last name and telephone number fields are required.

Deleting a Customer

You cannot delete any customer who has previously purchased an item, because this information is needed for reporting purposes. If, however, there is no sales activity associated with a particular customer, and you wish to delete the account, take the following steps:

  1. Click the Customers button on the top toolbar.
  2. Click the Manage Customers link.
  3. Locate the Customer you wish to remove by reviewing the customer list. You can also search for a specific customer (by last name) in the search box provided at the top of the page. Once you’ve located the Customer to be removed, click the Delete link in the same row.
  4. If the delete operation was successful, you’ll see a message like You have successfully deleted row XX from the database. If it was not successful, PHP Point of Sale will return the appropriate error message.

Using Barcodes to Identify Customers

You can use PHP Point of Sale’s bar-coding features to create membership cards and account cards, which can be scanned at each sales instance to quickly identify the customer without the need for manual lookups.

To create a master barcode list for all of your customers, click Customers in the top toolbar, followed by the Customers Barcode Sheet link. See Creating and Printing Item Barcode Labels Using Microsoft Word on page 21 for barcode printing tips.

Processing Sales Transactions

Once you have deployed PHP Point of Sale and set up your items, categories, and brands, you’ll (hopefully) spend most of your time processing sales transactions.

Starting a New Sale

To begin a new sales transaction, click the Sales button in the top toolbar, followed by the Start a New Sale link.

The first step in the sales process is to identify your customer. You can locate a customer in any one of three different ways:

Choose the method that works best for you. If you’ve used the PHP Point of Sale barcode features to create Customer account cards, you’ll probably find this method the fastest.

Once you’ve located the correct Customer, click the Submit Query button on the New Sale screen. This action begins a sales session for that customer.

Understanding Sales Sessions

When you begin a new sales transaction by selecting a Customer, you create an active sales session within the PHP Point of Sale system. This means that if you abandon the sales entry process at any point (say, for example, to look up information on a different Item that your customer is asking about) you can easily return and pick up where you left off, without having to re-enter customer information or lose the contents of the existing shopping cart.

Using the Shopping Cart

Once you’ve selected a customer, you can add Items to their virtual shopping cart. This can be done in one of three different ways:

Once you’ve selected an Item, PHP Point of Sale adds it to the customer’s virtual shopping cart. You can adjust the quantity afterwards, by updating the Quantity field for the desired Item, then clicking the Update button to recalculate the shopping cart totals.

To remove Items from the shopping cart, click the Remove link next to the Item to be removed.

Applying Extra Discounts at Time of Sale

You can easily add extra discounting to individual items – or even the entire shopping cart – at any point during the sales process. To discount an Item, you can adjust the Unit Price field next to the associated item. To apply a global discount, enter an appropriate value (1 to 99) in the Global Sale Discount field.

Completing a Sales Transaction

Cash is King, as they say. The sales transaction is completed when money changes hands. These monies can take the form of cash, check, credit card[8], account debit or gift card.

Choose the appropriate payment method in the Paid With, and enter the amount received from the customer in the Amt Tendered field. You can also record comments or miscellaneous information in the Sale Comment field. Once you’ve completed these entries, click the Add Sale button to “post” the sale permanently to the PHP Point of Sale System.

Handling Cash Transactions

For many transactions, it is not feasible, or even possible, to collect detailed customer information. In these cases, you can create a special Cash Customer account, to be used as the default selection in situations where customer data is not required.

Abandoning a Sale

You may find yourself needing to abort a sale that is halfway finished. Perhaps your customer forgot their wallet or purse, or maybe they simply changed their mind about the purchase. In any case, you need to clear the sales session so that new sales can be entered for a different customer.

At any point during the sales process, you can click the Clear Sale link at the top of the Shopping Cart window. This will clear the sales session, including customer information and the contents of the shopping cart.

Modifying a Sale After Completion

It is possible to modify the particulars of a sale after it has already been completed, and even delete (void) a sales transaction completely. Normally, this practice is not recommended because of the potential for fraud. This function is also restricted to users with Admin privileges.

  1. Be sure you’re logged in with Admin privileges.
  2. Click the Sales button in the top toolbar, followed by the Manage Sales link.
  3. The following page contains a detailed history of all sales transactions. It can be a very large page. On this page, you can void an entire sale by clicking the Delete Entire Sale link. To modify the particulars of a sale, click the Update link.

Generating Reports

PHP Point of Sale provides over a dozen built-in reports. Choose the report you wish to run by clicking Reports in the top toolbar.

All Brands Report

This report provides a complete sales summary, organized by Brand name. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included.

All Categories Report

This report provides a complete sales summary, organized by Category name. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included.

All Customers Report

This report provides a complete sales summary, organized by Customer. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included.

All Employees Report

This report provides a complete sales summary, organized by Employee. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included.

All Items Report

This report provides a complete sales summary, organized by Item. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included, as well as individual unit sales and subtotals for each Item.

Brand Report

The Brand Report allows you to focus on the sales performance of a specific individual Brand over a given time interval. Choose the Brand you wish to use in your report, and then select the desired time interval. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included. You can also use the Find Brand search box to locate a Brand by name.

Category Report

The Category Report allows you to focus on the sales performance of a specific individual Category over a given time interval. Choose the Category you wish to use in your report, and then select the desired time interval. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included. You can also use the Find Category rand search box to locate a Category by name.

Customer Report

The Customer Report allows you to focus on the sales performance of a specific individual Customer over a given time interval. Choose the Customer you wish to use in your report, and then select the desired time interval. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included. You can also use the Find Customer search box to locate a Customer by name.

Daily Report

The Daily Report is an up-to-the moment summary of sales activity for today’s date. You can also see details for individual sales by clicking on the Show Sale Details link next to each line item.

Date Range Report

The Date Range Report allows you to produce a complete sales summary between the specified starting and ending dates.

Before tax and after tax sales figures are included. You can also see details for individual sales by clicking on the Show Sale Details link next to each line item.

Employee Report

The Employee Report allows you to focus on the sales performance of a specific individual Employee over a given time interval. Choose the Employee you wish to use in your report, and then select the desired time interval. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time.

Before tax and after tax sales figures are included. You can also see details for individual sales by clicking on the Show Sale Details link next to each line item.

Item Report

The Item Report allows you to focus on the sales performance of a specific individual Item over a given time interval. Choose the Item you wish to use in your report, and then select the desired time interval. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included.

Profit Report

The Profit Report shows sales margins over the specified time interval. This report compares the selling price of each item against its cost. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time. Before tax and after tax sales figures are included.

Tax Report

The Tax Report provides a summary of tax dollars collected on sales over a given time interval. This report can be used to calculate the amount of tax which must be remitted to the appropriate government tax collection agency, based on the tax rules you’ve specified in each item’s configuration. Available time ranges are Today, Yesterday, Last 7 Days, This Month, Last Month, This Year and All Time.

Administration

Backing up the Database

It’s extremely important to make regular backups of your database. In the event of a hardware or software error, it is possible that you could lose access to the data stored in your PHP Point of Sale database. In these cases, you’ll need backup data to restore to your rebuilt system. To perform an up-to-date backup, do the following:

  1. Click the Home button on the navigation toolbar.
  2. Click the Backup Database link.

If your PHP Point of Sale system is deployed on a Linux host, a typical backup file resides at the following local path (although the location may vary depending on your Apache configuration):

/home/phppoint/public_html/path_to_php_pos/backups/.db_backup.phppoint_demo2.2006-01-22.sql.gz

On a Windows host, backup files are saved in the following location/format (with a default IIS installation – your location may vary):

C:\inetpub\wwwroot\path_to_php_pos\backups\.db_backup.phppoint_demo2.2006-01-22.sql.gz

CautionImportant: Backup files are stored on the same computer as your live application. This means that if your hard drive fails, you’ll lose your production data and your backups too. It is critically important to place a copy of your backup files in a safe location, completely separate from your production system. CD burners are quite cheap nowadays – archiving to CD is probably the best option for most PHP Point of Sale users. This also means that your backup files could be accessible to malicious users who can download your customer database and steal personal information. Once you complete a backup, it’s highly recommended that you download the file to a separate computer and delete the original backup file from your production PHP Point of Sale system.

Restoring a Database from Backup

To restore a database from a backup file, extract the contents of zip archive to a folder on your PHP Point of Sale system.

On Linux systems, you can restore the backup file from the command line, using the following syntax:

mysql databasename < db_backup.phppoint_demo2.YYYY-MM-DD.sql

where databasename is the name of your PHP Point of Sale database, YYYY is the year, MM is the month and DD is the day of the backup file.

This procedure creates a brand new PHP Point of Sale database, and repopulates it with all of your historical data. It’s a perfect replica of your PHP Point of Sale system at the time of the backup.

Appendix A: Developer Reference

Customizing PHP Point of Sale

PHP Point of Sale covers all of the basics, and can easily be used as a springboard for rapid completion of more complex projects. It’s a relatively simple application that is well documented.

osCommerce Integration

According to its website, osCommerce “is the leading Open Source online shop e-commerce solution that is available for free under the GNU General Public License. It features a rich set of out-of-the-box online shopping cart functionality that allows store owners to setup, run, and maintain their online stores with minimum effort and with no costs, license fees, or limitations involved.”

PHP Point of Sale now integrates with osCommerce [http://www.oscommerce.com]  and uses its products tables for items in a sale. If you have a web store and a point of sale location, you can now use the items from osCommerce right within the pos. Inventory is automatically updated.

To download the osCommerce version of PHP Point of sale, visit the following link: http://www.phppointofsale.com/downloads.php.

Database Reference

The following tables provide a detailed overview of the MySQL table structure used by PHP Point of Sale:

Table: brands
Field Type Null Key Default Val Extra
id int(8)   PRI NULL auto_increment
brand> varchar(30)        
Table: categories
Field Type Null Key Default Val Extra
id int(8)   PRI NULL auto_increment>
category varchar(30)        
Table: customers
Field Type Null Key Default Val Extra
id int(8)   PRI NULL auto_increment
first_name varchar(75)        
last_name varchar(75)        
account_number varchar(10)        
phone_number varchar(25)        
email varchar(40)        
street_address varchar(150)        
comments Blob        
Table: discounts
Field Type Null Key Default Val Extra
id int(8)   PRI NULL auto_increment
item_id int(8)     0  
percent_off varchar(60)        
comment Blob        
Table: items
Field Type Null Key Default Val Extra
id int(8)   PRI NULL auto_increment
item_name varchar(30)        
item_number varchar(15)        
description blob        
brand_id int(8)   FKR 0  
category_id int(8)   FKR 0  
supplier_id int(8)   FKR 0  
buy_price varchar(30)        
unit_price varchar(30)        
supplier_catalog_number varchar(60)        
tax_percent varchar(5)        
total_cost varchar(40)        
quantity int(8)        
reorder_level int(8)        
Table: sales
Field Type Null Key Default Val Extra
id int(8)   PRI NULL auto_increment
date date     0000-00-00  
customer_id int(8)   FKR 0  
sale_sub_total varchar(12)        
sale_total_cost varchar(30)        
paid_with varchar(25)        
items_purchased int(8)     0  
sold_by int(8)   FKR 0  
comment varchar(100)        
Table: sales_items
Field Type Null Key Default Val Extra
id int(8)   PRI NULL auto_increment
sale_id int(8)   FKR 0  
item_id int(8)   FKR 0  
quantity_purchased int(8)     0  
item_unit_price varchar(15)        
item_buy_price varchar(30)        
item_tax_percent varchar(10)        
item_total_tax varchar(12)        
item_total_cost varchar(12)        
Table: suppliers
Field Type Null Key Default Val Extra
id int(8)   PRI NULL auto_increment
supplier varchar(60)        
address varchar(100)        
phone_number varchar(40)        
contact varchar(60)        
email varchar(50)        
other varchar(150)        
Table: users
Field Type Null Key Default Val Extra
id int(8)   PRI NULL auto_increment
first_name varchar(50)        
last_name varchar(30)        
username varchar(20)        
password varchar(60)        
type varchar(30)        

Appendix B: License Agreement

GNU General Public License

Version 2, June 1991

Copyright (C) 1989, 1991 Free Software Foundation, Inc.

59 Temple Place, Suite 330, Boston, MA  02111-1307  USA

Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed.

Preamble

The licenses for most software are designed to take away your freedom to share and change it.  By contrast, the GNU General Public License is intended to guarantee your freedom to share and change free software--to make sure the software is free for all its users.  This General Public License applies to most of the Free Software Foundation's software and to any other program whose authors commit to using it.  (Some other Free Software Foundation software is covered by the GNU Library General Public License instead.)  You can apply it to your programs, too.

When we speak of free software, we are referring to freedom, not price.  Our General Public Licenses are designed to make sure that you have the freedom to distribute copies of free software (and charge for this service if you wish), that you receive source code or can get it if you want it, that you can change the software or use pieces of it in new free programs; and that you know you can do these things.

To protect your rights, we need to make restrictions that forbid anyone to deny you these rights or to ask you to surrender the rights. These restrictions translate to certain responsibilities for you if you distribute copies of the software, or if you modify it.

For example, if you distribute copies of such a program, whether gratis or for a fee, you must give the recipients all the rights that you have.  You must make sure that they, too, receive or can get the source code.  And you must show them these terms so they know their rights.

We protect your rights with two steps: (1) copyright the software, and (2) offer you this license which gives you legal permission to copy, distribute and/or modify the software.

Also, for each author's protection and ours, we want to make certain that everyone understands that there is no warranty for this free software. If the software is modified by someone else and passed on, we want its recipients to know that what they have is not the original, so that any problems introduced by others will not reflect on the original authors' reputations.

Finally, any free program is threatened constantly by software patents. We wish to avoid the danger that redistributors of a free program will individually obtain patent licenses, in effect making the program proprietary.  To prevent this, we have made it clear that any patent must be licensed for everyone's free use or not licensed at all.

The precise terms and conditions for copying, distribution and modification follow.

GNU GENERAL PUBLIC LICENSE

TERMS AND CONDITIONS FOR COPYING, DISTRIBUTION AND MODIFICATION

  1. This License applies to any program or other work which contains a notice placed by the copyright holder saying it may be distributed under the terms of this General Public License.  The "Program", below, refers to any such program or work, and a "work based on the Program" means either the Program or any derivative work under copyright law: that is to say, a work containing the Program or a portion of it, either verbatim or with modifications and/or translated into another language.  (Hereinafter, translation is included without limitation in the term "modification".)  Each licensee is addressed as "you".

Activities other than copying, distribution and modification are not covered by this License; they are outside its scope.  The act of running the Program is not restricted, and the output from the Program is covered only if its contents constitute a work based on the Program (independent of having been made by running the Program). Whether that is true depends on what the Program does.

  1. You may copy and distribute verbatim copies of the Program's source code as you receive it, in any medium, provided that you conspicuously and appropriately publish on each copy an appropriate copyright notice and disclaimer of warranty; keep intact all the notices that refer to this License and to the absence of any warranty; and give any other recipients of the Program a copy of this License along with the Program.

You may charge a fee for the physical act of transferring a copy, and you may at your option offer warranty protection in exchange for a fee.

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These requirements apply to the modified work as a whole.  If identifiable sections of that work are not derived from the Program, and can be reasonably considered independent and separate works in themselves, then this License, and its terms, do not apply to those sections when you distribute them as separate works.  But when you distribute the same sections as part of a whole which is a work based on the Program, the distribution of the whole must be on the terms of this License, whose permissions for other licensees extend to the entire whole, and thus to each and every part regardless of who wrote it.

Thus, it is not the intent of this section to claim rights or contest your rights to work written entirely by you; rather, the intent is to exercise the right to control the distribution of derivative or

collective works based on the Program.

In addition, mere aggregation of another work not based on the Program with the Program (or with a work based on the Program) on a volume of a storage or distribution medium does not bring the other work under the scope of this License.

  1. You may copy and distribute the Program (or a work based on it, under Section 2) in object code or executable form under the terms of Sections 1 and 2 above provided that you also do one of the following:
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    3. Accompany it with the information you received as to the offer to distribute corresponding source code.  (This alternative is allowed only for noncommercial distribution and only if you received the program in object code or executable form with such an offer, in accord with Subsection b above.)

The source code for a work means the preferred form of the work for making modifications to it.  For an executable work, complete source code means all the source code for all modules it contains, plus any associated interface definition files, plus the scripts used to control compilation and installation of the executable.  However, as a special exception, the source code distributed need not include anything that is normally distributed (in either source or binary

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If distribution of executable or object code is made by offering access to copy from a designated place, then offering equivalent access to copy the source code from the same place counts as

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  1. You may not copy, modify, sublicense, or distribute the Program except as expressly provided under this License.  Any attempt otherwise to copy, modify, sublicense or distribute the Program is void, and will automatically terminate your rights under this License. However, parties who have received copies, or rights, from you under this License will not have their licenses terminated so long as such parties remain in full compliance.

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It is not the purpose of this section to induce you to infringe any patents or other property right claims or to contest validity of any such claims; this section has the sole purpose of protecting the integrity of the free software distribution system, which is implemented by public license practices.  Many people have made generous contributions to the wide range of software distributed through that system in reliance on consistent application of that system; it is up to the author/donor to decide if he or she is willing to distribute software through any other system and a licensee cannot impose that choice.

This section is intended to make thoroughly clear what is believed to be a consequence of the rest of this License.

  1. If the distribution and/or use of the Program is restricted in certain countries either by patents or by copyrighted interfaces, the original copyright holder who places the Program under this License may add an explicit geographical distribution limitation excluding those countries, so that distribution is permitted only in or among countries not thus excluded.  In such case, this License incorporates the limitation as if written in the body of this License.

  2. The Free Software Foundation may publish revised and/or new versions of the General Public License from time to time.  Such new versions will be similar in spirit to the present version, but may differ in detail to address new problems or concerns.

Each version is given a distinguishing version number.  If the Program specifies a version number of this License which applies to it and "any later version", you have the option of following the terms and conditions either of that version or of any later version published by the Free Software Foundation.  If the Program does not specify a version number of this License, you may choose any version ever published by the Free Software Foundation.

  1. If you wish to incorporate parts of the Program into other free programs whose distribution conditions are different, write to the author to ask for permission.  For software which is copyrighted by the Free Software Foundation, write to the Free Software Foundation; we sometimes make exceptions for this.  Our decision will be guided by the two goals of preserving the free status of all derivatives of our free software and of promoting the sharing and reuse of software generally.

NO WARRANTY

  1. BECAUSE THE PROGRAM IS LICENSED FREE OF CHARGE, THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY APPLICABLE LAW.  EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT HOLDERS AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.  THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM IS WITH YOU.  SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF ALL NECESSARY SERVICING, REPAIR OR CORRECTION.

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[1] On Windows hosts, this is often C:\inetpub\wwwroot\. If PHP Point of Sale is the only web application you intend to deploy, you can extract the archive directly into the wwwroot folder. Otherwise, extract it to a new subfolder below the wwwroot, and create a new Web with that folder, using the IIS snap-in of the Microsoft Management Console.

[2] On Linux systems, use chmod -v 766 /path_to_www_root/settings.php

[3] I hope your tax rate isn’t that high.

[4] For example, if you place myshop into this field, tables will be created as myshop_customer, myshop_items, myshop_brands, etc.

[5] To ensure that PHP Point of Sale uses your preferred item number when scanning barcodes, you should ensure the appropriate selection is made in the PHP Point of Sale Installation Page. For more information, see page 8.

[6] See PHP Point of Sale Installation Page on page 8.

[7] See Handling Cash Transactions on page 25 for more information.

[8] PHP Point of Sale does not perform credit card authorization functions.