1.) POSA Manager OverView

Home Page

The home page of the POSA Manager provides some basic information about your installation such as POSA version number, Database Host server, Database name and alias that POSA is attached to and POSA license information.

The menu bar at the top of the page is available on every page and gives you access to each of the functions of the POSA Manager.

browser (Internet Explorer/Edge, Firefox, Google, etc.) and in the URL bar at the of the browser enter the Counterpoint server IP address followed by :46778 and hit enter (i.e., 192.168.17.250:46788). That should put you the page similar to the image above.

Devices

this is where you can use the Create Database button to build the database file for offline use on your device.

1. Add a Device: To add a new device use the line with the green Add button at the end. Enter a name for the device in the first blank field of this line. Then select the Workgroup that the device is going to be assigned to. Finally click the green Add button to add the device. Once the device has been added, the next step is to create the database file that will be loaded on the mobile device. Click the blue Create Database button to create the database file. When that has completed the mobile device is ready to connect to the server to finish configuring local settings.
2. Manage Devices: Referring to the above image, you can see a list of six devices. One of these devices is highlighted in pale pink color. This is a device that has been added to POSA Manager and has had a database file created. The device at the bottom of the list with no highlighting is a 

newly added device that has not yet had a database file created. The blue Create Database button is visible meaning that you need to create the database file for this device.  

a.  For devices that have been added and had a database file created you will see two buttons, an orange one called Deactivate and a red one called Remove. The Deactivate button will remove that device from the list of currently licensed devices without deleting the database file from the device. This would allow you to add another device to the POSA Manager and set it up with a database file even if you were over your limit of devices. After deactivating a device the orange Deactivate button will change to a green Activate button. Use the Activate button to re-activate a device in the POSA Manager. To completely remove a device from the list click the red Remove button.

When viewing this page of the POSA Manager you will see the User Id, Name, and App Password columns. The User Id and Name columns are populated with data from your Counterpoint installation. Under the App Password column there are three possible buttons available to manage user passwords.

If a user has a green Set Password button after their name it means they currently have no assigned password and cannot log into the POSA app with that User ID. To assign a password to that user click the green Set Password button to open the Set Password pop up window. Then enter the new password into both fields and click the Save Changes button.

a) A user that has a blue Change Password button and a red Unset Password button currently has a password assigned and can log into the POSA app with that User ID. If for some reason the user needs to reset their password they can do this by clicking the blue Change Password button, then entering a password into both fields of the Set Password window, and clicking the Save Changes button. If you want to remove the user’s password to disable that user from logging into the POSA app, click the red Unset Password button. This will remove their current password and set the user back to the green Set Password button.

System

The next selection along the top of the POSA Manager screen is “System”. This gives you access to configure some system functions such as email server to allow e-mailing of receipts, and network printers that would be available for all devices. As can be seen in the below image, when you click on the System button you will see selections for “Mail Server” and “Printers”.

1. Printers: The POSA app has support for networked “report” printers and label printers. The Printers page is where you configure the network based printers that will be used with the POSA app. These printers should also be installed on the server that is running POSA Manager.

To install a printer select the printer type by clicking the down arrow in the Type box. You can configure a Report printer (networked 8.5 x 11” printer) or a Label printer (networked label printer compatible with Counterpoint). Next you will enter the printer name as it is recognized on the network. If this is a shared printer you must use the full network name to identify the printer (i.e. \\<system name>\<printer name>). Lastly you need to enter the driver file name for the report type printer. You should use the Windows universal printer driver (unidrv.dll) if your printer is compatible. Once you have entered all the required information, click the green Add Printer button to save your settings.

From the page you can also make changes to the configured printers to change Name, Port or Driver. After making your changes click the blue Save Changes button and your edits are saved.

To completely remove a printer from being available to the POSA app, click the red Remove Printer button.

2. Mail Server: When using the POS function of the POSA app you have the option of sending your customer a copy of their receipt or order form via email. To use this function you need to configure the settings for your SMTP Mail Server and have your customer’s e-mail address filled out in Counterpoint. When you select a customer for a transaction in POS the POSA app will that customer’s e-mail information to send the message.  The information entered on this page is dependent on how you e-mail server is configured to send messages. If you do not know these settings you may need to contact your email provider to obtain the information before using the e-mail feature of the app.

server’s IP address. Also the app supports SSL, TLS or no Encryption on the mail server. Once you have completed entering this information click the green “Save” button at the bottom of the sceen to save what you entered. You can then use the orange “Send Test Email” button to send a test e-mail message to verify the mail server setup.

Config

The next selection along the top of the POSA Manager screen is “Config”. This gives you access to “Logo” where you can upload a Banner image to attach to the e-mails that are sent to customers from POS transactions. You can also access to the “Labels” section where you can change or assign field labels in the app. As can be seen in the below image, when you click on the Config button you will see selections for “Labels” and “Logos”.

1. Labels: The Labels page allows you to change some of the field name labels in the POSA app or on the forms used by the app. You can change field name labels for item attributes and profiles, ticket profiles and fields used in some of the reports and forms. These changes only affect the descriptive labels of fields not the data contained in those fields.

2. Logos: The Logos page allows you to upload a banner image that the app will attach to the e-mailed receipts or order forms (See . The image format is 600 x 200 PNG file. Uploading a custom banner is not required to use the e-mail features of the POSA app.

Support