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HOW TO'S / DOWNLOAD MANUALS
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LEARN HOW

How to get B3 POS ready for your business?

Ready to go? This section provides an overview of what is entailed to get B3 POS from the website to being business ready in-store. Click on the following topics below to expand and see the step-by-step details:

1: You need a desktop PC to download/use B3 POS - see user manual or FAQs below for computer system requirements.

2: A 30-day free trial version can be downloaded at www.b3pos.com, no payment information required for download.

3: We thank you in advance if you decide to continue to use B3 POS to support your business needs - an annual subscription to use B3 POS is $59 (CAD) for one PC.

4: Optional compatible hardware for your point-of-sale setup include (a) barcode scanner (b) receipt printer and (c) cash drawer. Should you happen to have access to these kinds of equipment, it is recommended that you test the equipment during the trial period to make sure they work properly with the software as these types of equipment functions are fairly standard across the market. That said, should this not be the case and you choose to purchase these items permanently for your business, we have tested specific models for your convenience in SHOP HARDWARE to ensure a smooth setup experience. Purchasing hardware from B3 POS for your setup is optional, but to make life a bit easier, our business stocked inventory to help you get set up as quick as possible.

5: Optional - B3 POS supports PIN pad connection for credit/debit, both direct connection and offline mode. Direct connection can be setup directly in the B3 POS application, and a simple click will put you in touch with our partner service provider (CHASE) for your convenience. Please note that proceeding set up a direct PIN pad connection will engage you with the service provider to discuss terms, conditions and costs regarding the service.

6: Optional - B3 POS supports payments via AliPay, WechatPay and Union Pay, both direct connection and offline mode. Direct connection can be setup directly in the B3 POS application, and a simple click will put you in touch with our partner service provider for your convenience. Please note that proceeding set up a direct connection to accept payments via AliPay, WechatPay and Union Pay will engage you with the service provider to discuss terms, conditions and costs regarding the service.

1: Ensure you have the minimum system requirements mentioned in the user manual/FAQs.

2: You may or may not have to disable ad-block or allow your anti-virus software to permit the installation depending on what kind of (or how many differnt types of) anti-virus protection you have on the PC you are using.

3: Download the best suited trial version to your PC from www.b3pos.com and follow installation instructions.

4: The trial version is valid for 30-days – if you are ready to proceed and subscribe, at any time you can choose to subscribe for a valid product key for one-year by clicking on “Subscribe & Renew” at www.b3pos.com.

The functions between the trial version and subscribed version is the same - with the exception that the trial version has a limitation on how many transactions you can complete.

1: Go to www.b3pos.com and click on SUBSCRIBE & RENEW.

2: Please acknowledge the Terms & Conditions before proceeding.

3: Before you log in for the first time, you would have to “Create New Account”.

4: When creating account, complete the Account Information and click “Continue”.

5: After successful sign-up, your Login ID and your Temporary Password will be emailed to you. To continue, in SUBSCRIBE & RENEW use the emailed information to log in.

6: You will be asked to change your password the first time you log in.

7: To purchase a license, click “Subscribe New Product Key” (can purchase more than one license with the same account to be activated on a different PC).

8: Review the details and click “Proceed to Payment” to bring you to the secure payment page.

9: Complete payment details and your Product Key will be emailed to you – ready for activation.

10: To complete activation, open up either Back or Front Office trial versions and enter the activation key (including dashes) along with your registered email and account password; if successful, the trial version prompt will be removed, and trial version restrictions will be lifted.

Peripheral hardware is optional and available to be included in your setup. Some features (e.g. printing receipts, scanning barcodes, using PIN pad etc.) require having the respective hardware; however, having the hardware is not a requirement to use B3 POS if they are not needed for your business setup.

You may already have hardware that you can plug in and try to see if it works with the software. If the device only semi-works, consider it incompatible with the B3 POS software, and you would have to source another product.

You can click on SHOP at www.b3pos.com to purchase tested and compatible hardware for your setup conveniently. If you are having trouble sourcing hardware, your safest bet is to purchase our tested select models to ensure quickest setup (shopping for hardware on our website has similar interface as subscribing for a product key). Your product(s), unless otherwise notified, will be shipped the next business day.

OPTIONAL - Please note that B3 POS supports Debit/Credit PIN pad connections if you choose to have your business accept these types of payments. Both offline and direct connection is supported. Direct connection has to be set up by clicking "Connect to Pin Pad" in the Back Office application and a representative from our referral partner will be in touch to discuss service agreement terms.

OPTIONAL - Please note that B3 POS supports QR Code payment connections (i.e. AliPay, WechatPay and Union Pay) if you choose to have your business accept these types of payments. Both offline and direct connection is supported. Direct connection has to be set up by clicking "Connect to QR Code payment provider" in the Back Office application and a representative from our referral partner will be in touch to discuss service agreement terms.



HOW TO'S / DOWNLOAD MANUALS

PERIPHERAL HARDWARE SETUP

Please note that direct connection to PIN pad is only available in Canada. Otherwise, offline-mode is available.

Preparation: The Debit/Credit feature compatible with B3 POS is connected through network. Both have to be connected to the same local network. You need to prepare a network port and cable for the PIN pad.

Step 1: Apply for a Merchant Account

Step 2: Activate Merchant ID on B3 POS Step 3: Set Up PIN Pad Settings (done on physical PIN pad) Step 4: Set Up Connection Parameters in B3 POS Back Office
The screen to set up Connection Parameters may pop up at the end of Step 2, or by selecting "Setting" in B3 POS Back Office application, then select "Connect to a PIN Pad", then click "Set Up Connection Parameters" button. Now you are ready to use the PIN pad direct connection function. When you are checking out a transaction via Debit/Credit, click the "Pay Card" button. Have the card holder complete the PIN pad instructions to complete the payment and once completed, the PIN pad terminal will print a receipt.

When you process a refund, the PIN pad may require you to input a manager password or a supervisor password. To have the passwords ready on hand, please call the PIN pad company's User Help Desk. Service people will guide you to set up the passwords.

Step 1: Apply for a Merchant Account

Step 2: Activate Merchant ID on B3 POS Step 3: Set Up Connection Parameters in B3 POS Back Office
"QR Payment Connection Parameters" screen may pop up at the completion of step 2, or by selecting "Setting" in the B3 POS Back Office application, then select "Connect to AliPay", then click the "Set Up Connection Parameters" button. Now you are ready to accept QR Code type payments. To complete a QR Code payment transaction, on the Pay Screen, select the QR Code payment method and use a 2D Scanner to scan the QR barcode.

If your existing printer is not working properly with B3 POS, you will need to source another printer that is compatible to work with B3 POS. You can find one that has been tested (guaranteed to work) by our development team on our website in the SHOP, and it will be shipped out to you immediately.

Step 1: Unbox the printer and follow the instructions from the printer supplier to assemble.
Step 2: The setup files are included with the printer from the manufacturer – use the file/manuals to install a printer driver.
Step 3: Connect the printer to the computer and power source.
Step 4: In Front Office application, make sure “There is No Receipt Printer” is unchecked in “Peripheral Settings”.

Your printer is ready to be used! You should keep additional receipt paper handy, and receipts will automatically print when payment is tendered at the time of check out.

You may have already noticed that after you had print your transaction receipt for the first time, that the Header (Company Information) and Footer (Receipt Terms) can be modified to suit your company.

Step 1: In Back Office, top-left-hand corner click "Setting".
Step 2: Then click "System Setting".
Step 3: Under the "Company Info" tab, you can input the information that you want to appear in the Header.
Step 4: Under the "POS Receipt Terms" tab, you can input the information that you want to appear in the Footer.

If your existing scanner is not working properly with B3 POS, you will need to source another scanner that is compatible to work with B3 POS. You can find one that has been tested (guaranteed to work) by our development team on our website in the SHOP, and it will be shipped out to you immediately.

Step 1: Unbox the barcode scanner and connect the cables.
Step 2: Plug the scanner into the PC (ready to use after PC recognizes the driver).

PRODUCT AND PRICE INFORMATION SETUP

Step 1: In Back Office click on “Product”.
Step 2: Click “Create/View Product”.
Step 3: Click “Add” or select an existing product and click “Edit”.
Step 4: Complete all required fields (i.e. Product Number/Barcode, Product Name, and Measure/Unit) and any additional information at your discretion.
Step 5: Set price for product by inputting value for “Reg. Price” and check the HST checkbox.
Step 6: Click "OK" to finish.

Price Groups can be conveniently edited and used to group various products based on your store's commodities (e.g. by department, type of product, seasonal etc.), and can also used in "Schedule On Sale".

Step 1: In Back Office click on “Product”.
Step 2: Click “Create/View Product”.
Step 3: Create or select the product you would like to be added to a Price Group.
Step 4: In the product page, click “Price Group”.
Step 5: Click “Add” to create a group (or “Edit” to edit a group).
Step 6: When creating a group, you will see a “Regular Price” entry field – this field overwrites the price field on the previous product information page if the product is part of a “Price Group”.
Step 7: Check on/off the box that says “Qty Special” (this lets B3 POS know that you would like to use the "Quantity Discount" feature with this Price Group).
Step 8: Check on/off “Allow Mixed Item” (this allows all the different products within the same Price Group to work with the “Quantity Discount” feature).
Step 9: Select product(s) in left-box to and move them to the right-box to add products to Price Group.
Step 10: Click “OK” to finish.

Step 1: In Back Office click on “Schedule On Sale” to go to screen where all created schedules are stored.
Step 2: Click “Add” to create a schedule.
Step 3: Select applicable start/end dates for the sale, and also which days of the week.
Step 4: Select what product(s) to go on sale (individual product, bucket group, price group, or department group).
Step 5: Select what percentage discount the product(s) will receive between the selected dates or use the “On Sale Price”.

Step 1: In Back Office click “Schedule on Sale”.
Step 2: Click “Define On-Sale Buckets”.
Step 3: Click “Add” to create New Bucket.
Step 4: Move all products to be grouped from the left-box to the right.
Step 5: Click “Save As”.
Step 6: Enter New Bucket name and click “OK” to finish creating bucket.

This is how you create Menu Categories and Item Buttons for the Sales Screen. Happy selling!

Step 1: In B3 POS Back Office application, click on “Product”.
Step 2: Click on “Menu Category” to go to the “Category List” screen.
Step 3: Click “Add” to add a category.
Step 4: To proceed, create a “Category ID” (e.g. C01) and “Category Name”.
Step 5: You can change display sequence for the category here – optional (see notes below).
Step 6: To assign products to the created category, click “Edit Items”.
Step 7: The available products to add will appear in the box on the left.
Step 8: The order the products are added determines the sequence they appear on the Sales Screen.
Step 9: You can select more than one product at a time by holding shift, or by click-dragging with the mouse.
Step 10: Click “Add>” to assign the selected product to the category – see notes below regarding display sequence.
Step 11: Click “OK” to finish editing items in the category.
Step 12: Repeat to add additional “Menu Categories”.

“Display Sequence” for the yellow “Menu Category” buttons – Available input for “Display Sequence” starts from “0” onwards, with “0” being the very first position (left-to-right, top-tobottom) displayed on the Sales Screen Menu. If two or more categories share the same “Display Sequence” value (e.g. suppose two different “Menu Categories” both have value “0”) then the order it appears on the Sales Screen will be based on the order that it appears in on the “Category List” screen.

“Display Sequence” for the Item Buttons – this is determined by the order they appear in the right-box (when you “Edit Items” in “Menu Categories”). You can also specifically insert an Item Button after another by click/highlighting the item in the right-box before you click “Add>” for the product in the left-box.

Important Note – If you do not create at least one “Menu Category”, the product(s) that you have added will not appear on the Sales Screen. On another note, some products have barcodes or you can prompt products by product codes (PLU).

If you would like to add pictures to your Item Buttons on the Sales Screen, you will have to have ".jpg" files prepared (ideally 150px by 150px for best results).

Step 1: Create your image file(s) and save it with the filename that is the same as the product number (or barcode) created in back office with a ".jpg" ending; e.g. if the product has product code AA01 then the filename would be "AA01.jpg".
Step 2: These images have to be manually copied to your "B3_POS" folder (usually your C:drive).
Step 3: In "B3_POS" folder, there is a folder called "Front"; and in "Front", there is a folder called "Photos" - copy all your images into "Photos".

As long as the product numbers are saved correctly as the filename.jpg, B3 POS software will detect the image file in the folder, and the picture for the item will pop up on the Sales Screen menu in Front Office.

CREATE USERS AND CONTROL FUNCTIONS ACCESS

Step 1: In Back Office click on “User and Authorization”.
Step 2: Click “Employee (User)”.
Step 3: Click “Add” to create new or select an existing user and click “Edit”.
Step 4: Complete required (i.e. User_ID, Password, Authority Level, Last Name, and First Name).
Step 5: Complete any other applicable information to your discretion, otherwise, click “OK” to finish.

See next tab to manage user permissions and access control.

This is where you can control what actions each assigned users can perform.

In Back Office click on “User and Authorization”. There are a few things you can do here:

“Front Sales Tasks” will show which front end tasks require a manager’s authority (or a manager's title in the system) to access. Double-clicking the “V” will toggle required access on/off. Tasks with a “V” will appear in “Front Sales User Permissions” (found on previous button page).

“Front Sales User Permissions” will show front sales permissions for that can be customized for each user. To allow permissions, use “<” and “> ” to move one line item or “<<” and “> >” to move all.

“Back Office Tasks” will show which back end tasks require a manager’s authority to access. Similar to Front Sales Tasks.

“Back Office User Permissions” will show which back office permissions can be customized for each user. To allow permissions, use “<” and “>” to move one line item or “<<” and “>>” to move all.

FRONT END "SALES" RELATED FUNCTIONS

Items that have been entered into the system via Back Office can be checked out in the following ways:

Barcode Scanner: Make sure when entering items you wish to scan via barcode into Back Office that you use (scan) the barcode number as ther "Product Number". If entered properly in Back Office, on the Sale Screen, you can select the input field and use your Scanner to scan the barcode to call the item to the purchase list.

Product Codes (PLU): You will have to know the product code before hand to use this feature. In the input field, enter the "Product Number" for the item to call it to the purchase list.

Item Buttons: When these have been created in Back Office, they show up on the Sales Screen. Clicking the Item Buttons will call the item to the purchase list.

Open Price Item: See next tab for Open Price Items.

The “Open Price Item” is a very helpful/flexible tool for checking out products that do not have a set price, products that are temporary, products that you do not want to create many Item Buttons for, products that you have not yet had a chance to add into the database for sale etc.

First we would have to create the item in Front Office, on the Sales Screen:
Step 1: Click on “Open Price Item” near the top-right of the Sales Screen.
Step 2: There are a total of 19 (green/blue) “Open Price” buttons that you can create, with three default buttons that can be overwritten (Miscellaneous, No Name Item, Coupon). To add an Open Price button right-click on the button you like and select “Map to an Open Price Item” (you can overwrite an existing button).
Step 3: To create a new Open Price item, click “Add”, otherwise you can choose an existing Open Price Item on the list to assign it to the button.
Step 4: Input the “Open Price Item Description” and make sure “Tax1” checkbox is selected for tax purposes and click “OK” to finish.

Checking out a product:
Step 5: To check out an “Open Price Item” on the Sales Screen, in the input field, enter the price the Open Price item is to be sold at and then click the created “Open Price” button to check out the product.

Tip: “Coupon” can be used to handle coupon situations. When creating an “Open Price Item”, the “Is Coupon” checkbox indicates a price reduction. Creating an “Open Price Item” with “Is Coupon” selected will result in a negative value to be discounted from the purchase price.

Step 1: On the Sales Screen click the "Check Price" button next to the input field.
Step 2: Enter the product number or scan the barcode in the input field to reveal price that was set in the system.

Step 1: After items are called to the purchase list on the Sales Screen, click "Pay" at the top-right corner.
Step 2: In the input field, input the amount received by the customer to automatically calculate change. If you know that the customer is paying the exact amount, you can click on "Balance" as a shortcut.
Step 3: On the right-hand side of the number pad, you can select the type of payment (i.e. Cash, or Debit/Credit & QR Code Payment if connected).
Step 4: After selecting the payment type, the receipt will automatically be printed and the cash drawer will open if connected. If you have Debit/Credit or QR Code Payments connected, you will have to complete the actions on the PIN pad/scanner before the receipt is automatically printed.

When an item on the purchase list is selected, you can change the quantity of it using "Change QTY", "QTY+" and "QTY-" on the Sales Screen.

Click “Change Qty” to enter value to change quantity directly and click “OK”.

Click “Qty+” to increase quantity of the selected item by 1.

Click “Qty-“ to decrease quantity of the selected item by 1 and requires user confirmation.

Discounts can be applied manually when processing transactions. After prompting products for check out, users can click” Disc $” or “Disc %” to apply discount by dollar value or by percentage. In the Take-Out Food & Drink version there are additional scopes to select for instructions (toppings)

“Disc $”: (1) Select the scope to discount on the left (2) Select the products(s) to be discounted (3) Input discount rate.

“Disc %”: (1) Select the scope to discount on the left (2) Select the product(s) to be discounted (3) Input discount rate.

Step 1: On the Sales Screen, click “Functions”.
Step 2: Click “Refund (toggle)” – the purchase list screen will turn red to indicate refund mode.
Step 3: Scan or reselect the products to be refunded, you will be prompted to confirm the refund price (can use “Change Qty”, “Qty+” and “Qty-“ if needed).
Step 4: Click “Pay” at the top-right corner to go to the Pay Screen.
Step 5: Click the balance to bring it into the input field and select the payment type to complete the refund.
Step 6: Complete any PIN pad/QR Code processes if needed.

Step 1: While the transaction you want to hold is on the Sales Screen, click on “Functions”.
Step 2: Click “Hold Transaction” and continue normal POS use.
Step 3: When ready to recall a transaction, on the Sales Screen, click on “Functions”.
Step 4: Click “Recall Transaction”.
Step 5: Use “1”, “2” or” 3” or select the transaction to recall.
Step 6: Complete the recalled transaction from where you left off with the customer.

Click “Reprint Previous Receipt” to reprint last receipt printed.

Click “Reprint Previous Kitchen Slip” to reprint last 2nd department slip.

Click “Cancel Transaction” to cancel current transaction on the Sales Screen.

Click “No PST (toggle)” to toggle PST taxes on/off. (Requires manager password. No PST shows up on the sales screen after password is inputted.)

Click “Time Card In/Out” for users to sign on and off shift.

Click “Open Drawer” to open the cash drawer. (Requires manager password.)

Click “Reset Discount” to reset all discounts applied to current transaction.

COMPLETE GUIDES


DEMO VIDEOS

GENERAL RETAIL SALES VERSION DEMO


TAKE-OUT FOOD & DRINK DEMO


HOW TO ADD PRODUCTS TO B3 POS DEMO


QUANTITY SALES DISCOUNT AND PRICE GROUPS DEMO


SPECIAL INSTRUCTIONS FEATURE DEMO


HOW TO SET ON SALE SCHEDULES DEMO


FREQUENTLY ASKED QUESTIONS (FAQs)

Is B3 POS safe to download?

Yes - B3 POS's main objective is to support small businesses and their sales in the long-term with a stable point-of-sale tool.

We are reporting false positives to major Anti-Virus providers for users' peace of mind. In the meantime, you may need to allow permissions for your Ad-Blocker or Anti-Virus provider to download and install the software. Failing to allow permissions may lead to installation issues.

What is the difference between Retail Version vs. Take-Out Food / Service Version?

The General Retail Sales Version has programming catered for small retail businesses and includes the "Quantity Discount" function. The "Quantity Discount" function will allow the system to automatically apply discounts when "x" number of an item is purchased (e.g. t-Shirt regular price = $10; but 5 for $40). You can mix different types of products with this feature and is great for retail promotions etc.

The Take-Out Food / Service Version has programming catered for take-out food OR service businesses and includes the "Special Instructions" feature and also the "Print to Kitchen (or 2nd department)" function. The "Special Instructions" feature allows for food items (or services) to be customized on screen, and creates clear instructions for preparation (e.g. Medium 1-Toppin Pizza, "+Bacon", "+Pepperoni", "+Upsize to Large + $1.99" etc. OR e.g. General haircut "+trim", "+color", "+wash" etc.). The "Print to Kitchen" function automatically prints instructions to the 2nd department (kitchen) printer when a sale transaction is made (optional for your setup).

Please note that all functions available in the subscribed version are available in the trial version, with the exception that there is a limit on the number of transactions you can complete with the trial version.

What kinds of cost can be expected with using B3 POS?

? There is no cost for downloading and trying the B3 POS program (you will not be asked for any payment information during the time of your trial).
? $59 + applicable taxes annually is the cost to subscribe for a PRODUCT KEY which includes a full right-of-use license for one PC and can be found in "Subscribe & Renew".
? Optional - PIN pad connection and QR Code merchant charges are applicable with payment provider (e.g. PIN pad provider, OTTPAY etc.) if you choose to use this service.
? Optional - compatible hardware are available for purchase such as receipt printer, barcode scanner, and cash drawer can be found in Shop Hardware.
? No costs or fees for software updates and program revisions.
? No annual technical support fees.

What are the basic computer requirements needed to run B3 POS?

? PC (no iOS) + monitor (supports touchscreen)
? supports operating systems Windows 7 and Windows 10
? with multiple USB ports (for optional hardware)
? keyboard + mouse setup

It is recommended that you use a reliable computer that does not have issues to ensure smooth operation.

If I run into issues and need help, what should I do for technical support?

Supporting small businesses has been and will always be our goal and we are committed to providing our users with all the user support they need online.

Should you run into issues how to use the software, refer to the B3 POS Comprehensive Guide PDF that is downloadable on this page. Part 3 of this document has a complete list of step-by-step guides (updated when new information is added/requested). There will be new videos to be released to accompany certain step-by-step guides for extended clarification.

The Forum Community has been designed to allow subscribed users to share/interact/request information with the B3 POS community and B3 POS Team. Subscribers are welcome to ask questions and look for answers in the Forum that is not found in the Help section, and the Forum is actively monitored by the B3 POS Team to ensure a happy community.

Should you have problems with your account, credit/debit PIN pad application issues, QR Code application issues, software/hardware purchase issues, or should you need to report website issues, you can scroll to the bottom of this HELP page or the bottom of the HOME page and click "CONTACT US", select the subject of the issue and send us an email with the details.

How do I sign up for Forum membership?

Only after you subscribe and activate your B3 POS PRODUCT KEY, will you be able to get an approval in the Forum sign-up to have your membership activated. Our team will internally verify that you have an active B3 POS subscription and activate your forum membership account.

A B3 POS Forum Membership is available for sign up with the purchase of a B3 POS license subscription. The membership will allow you to participate in discussions, request for answers, and/or respond to other users etc. in forum activities.

Non-members will have access to view information that is posted on the Forum, but will not have access to participate.

I already have hardware; can I use it with B3 POS?

It is possible. The industry standard for barcode scanners and receipt printers are fairly consistent amongst vendors. The best thing to do here is plug in the hardware and give it a try with the trial program. That said, we have tested with the recommended products (listed in the Shop Hardware section) and we would advise using these products to avoid any unnecessary issues.

Does B3 POS support direct connection for PIN pad and QR Code?

B3 POS supports both direct connection and offline mode for PIN pad and QR Code. However, the limitation with direct connection is that the connection needs to be done directly through the B3 POS software. B3 POS has set up very specific avenues to ensure a smooth connection experience for using our software; however, this also means that you will not be able to reach out to providers on your own to set up a direct connection. You will however be able to set up an offline mode connection otherwise and use a PIN pad or QR Code applications that way.

Downloaded and tried both versions, but now the second version still has the same features as the first version after installation

In the rare situation in which you have downloaded and tried both available versions of B3 POS (i.e. Retail and Food versions), your computer may have saved some of the files from the first version installed. That means, if you installed the Food version second, it may still have features from the Retail version. This can create an issue if the version that you want for your business is the second version that you have tried and not the first. If you are experiencing issues regarding having the incorrect features for the correct version, you have may to follow the following steps:

To resolve this issue, find the location of where B3 POS is installed. Click on the "Front" folder and then click on the "Data" folder and delete the file "DiDiPOS.dd". From here reinstall the correct version, and the issue should be resolved.






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