# V4 Tutorial

**URL:** https://forum.sambapos.com/c/version-4/tutorial/7.md

[Latest](https://forum.sambapos.com/latest.md) · [Categories](https://forum.sambapos.com/categories.md)

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## [Category definition for Tutorial](https://forum.sambapos.com/t/category-definition-for-tutorial/18)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 0

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SambaPOS tutorials and help documentation.

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## [Custom Delivery System for V4](https://forum.sambapos.com/t/custom-delivery-system-for-v4/13735)

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**Author:** [@QMcKay](https://forum.sambapos.com/u/QMcKay)\
**Replies:** 10\
**Last updated:** [January 14, 2017, 9:31pm UTC](https://forum.sambapos.com/t/custom-delivery-system-for-v4/13735 "2017-01-14T21:31:04Z")

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The Custom Package Delivery System was originally designed for use in SambaPOS V3, and an enhanced version using new features was redesigned for V5. However, for those who continue to use V4, there is no Tutorial availa…

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## [Changing Ticket Closing (Locking) Workflow](https://forum.sambapos.com/t/changing-ticket-closing-locking-workflow/3029)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 1\
**Last updated:** [April 24, 2016, 3:36am UTC](https://forum.sambapos.com/t/changing-ticket-closing-locking-workflow/3029 "2016-04-24T03:36:59Z")

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:warning: While applying this tutorial a simple mistake can easily break how tickets works. Don’t forget to create a backup in advance. When you fully settle a ticket it automatically closes and related table color c…

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## [Tracking Number of Persons](https://forum.sambapos.com/t/tracking-number-of-persons/207)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 9\
**Last updated:** [June 4, 2015, 8:12am UTC](https://forum.sambapos.com/t/tracking-number-of-persons/207 "2015-06-04T08:12:21Z")

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## [DISCOUNT - Any Item - Ask Custom Amount](https://forum.sambapos.com/t/discount-any-item-ask-custom-amount/2009)

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**Author:** [@QMcKay](https://forum.sambapos.com/u/QMcKay)\
**Replies:** 160\
**Last updated:** [September 5, 2015, 2:01pm UTC](https://forum.sambapos.com/t/discount-any-item-ask-custom-amount/2009 "2015-09-05T14:01:31Z")

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This method allows for a Discount to be applied to Any Item, based on user input of an amount. It uses \[?Request Input\] notation to prompt the user to enter an amount, then applies the Discount using a Tag Order Action. …

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## [SambaPOS Server, Workstation & RDP Setup Guide](https://forum.sambapos.com/t/sambapos-server-workstation-rdp-setup-guide/798)

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**Author:** [@JohnS](https://forum.sambapos.com/u/JohnS)\
**Replies:** 46\
**Last updated:** [September 3, 2015, 7:41pm UTC](https://forum.sambapos.com/t/sambapos-server-workstation-rdp-setup-guide/798 "2015-09-03T19:41:49Z")

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## [Expenses and Payouts - Method K:Bank Deposits](https://forum.sambapos.com/t/expenses-and-payouts-method-k-bank-deposits/1907)

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**Author:** [@Jesse](https://forum.sambapos.com/u/Jesse)\
**Replies:** 6\
**Last updated:** [September 3, 2015, 7:08am UTC](https://forum.sambapos.com/t/expenses-and-payouts-method-k-bank-deposits/1907 "2015-09-03T07:08:03Z")

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Here is a quick tutorial continuation for a method of accounting. This method works best to track money taken from the cash drawer nightly to be deposited to the bank. The picture below shows a deposit of 100% of the …

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## [VIP & Happy Hour](https://forum.sambapos.com/t/vip-happy-hour/4203)

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**Author:** [@QMcKay](https://forum.sambapos.com/u/QMcKay)\
**Replies:** 35\
**Last updated:** [September 2, 2015, 3:34pm UTC](https://forum.sambapos.com/t/vip-happy-hour/4203 "2015-09-02T15:34:27Z")

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This Tutorial has been updated and relocated here:

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## [Customer Display with Advertisement](https://forum.sambapos.com/t/customer-display-with-advertisement/1361)

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**Author:** [@JohnS](https://forum.sambapos.com/u/JohnS)\
**Replies:** 105\
**Last updated:** [September 2, 2015, 1:47pm UTC](https://forum.sambapos.com/t/customer-display-with-advertisement/1361 "2015-09-02T13:47:50Z")

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## [Rick's Tutorial 12 - Refunds](https://forum.sambapos.com/t/ricks-tutorial-12-refunds/6677)

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**Author:** [@RickH](https://forum.sambapos.com/u/RickH)\
**Replies:** 12\
**Last updated:** [August 26, 2015, 3:49pm UTC](https://forum.sambapos.com/t/ricks-tutorial-12-refunds/6677 "2015-08-26T15:49:51Z")

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This will take a while to post so until i have time to do a step by step guide here are some screen shots of my refund system Add order to ticket \[image\] Select the order just added and press refund button \[image\] …

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## [How to Buy modules from Samba Market](https://forum.sambapos.com/t/how-to-buy-modules-from-samba-market/847)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 66\
**Last updated:** [August 25, 2015, 1:51am UTC](https://forum.sambapos.com/t/how-to-buy-modules-from-samba-market/847 "2015-08-25T01:51:29Z")

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Install at least V4.1.26 version before starting this tutorial. You can install SambaPOS paid modules on all terminals that are connected to same database. There is no terminal count restriction. If not clearly specifi…

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## [Inventory Control for Menu Items via Order Tags and Portion Mapping](https://forum.sambapos.com/t/inventory-control-for-menu-items-via-order-tags-and-portion-mapping/6664)

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**Author:** [@QMcKay](https://forum.sambapos.com/u/QMcKay)\
**Replies:** 9\
**Last updated:** [August 25, 2015, 1:23am UTC](https://forum.sambapos.com/t/inventory-control-for-menu-items-via-order-tags-and-portion-mapping/6664 "2015-08-25T01:23:33Z")

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We all have Menu Items that use varying amounts of the same Ingredients (Inventory). We can control Inventory Consumption on a per-Item basis via Recipes and Product Portions. To make this work with all Ingredients (i.…

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## [Custom Report Tags in detail](https://forum.sambapos.com/t/custom-report-tags-in-detail/2887)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 181\
**Last updated:** [August 24, 2015, 1:05am UTC](https://forum.sambapos.com/t/custom-report-tags-in-detail/2887 "2015-08-24T01:05:59Z")

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We can prepare any type of reports with SQL and display results as a Custom Report. Alternatively we can use Custom Report Tags to prepare reports. If you need more information about preparing a custom report you can rev…

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## [Rick's Tutorial 10 - Price Change Reasons (also print on receipts)](https://forum.sambapos.com/t/ricks-tutorial-10-price-change-reasons-also-print-on-receipts/6556)

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**Author:** [@RickH](https://forum.sambapos.com/u/RickH)\
**Replies:** 34\
**Last updated:** [August 22, 2015, 6:16pm UTC](https://forum.sambapos.com/t/ricks-tutorial-10-price-change-reasons-also-print-on-receipts/6556 "2015-08-22T18:16:43Z")

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This is the flow, add an order to the ticket \[image\] Select order and press price change button \[image\] Enter reason for price change \[image\] Enter new price \[image\] orders price has changed and order state u…

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## [Rick's Tutorial 11 - Wastage/Damaged Stock](https://forum.sambapos.com/t/ricks-tutorial-11-wastage-damaged-stock/6675)

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**Author:** [@RickH](https://forum.sambapos.com/u/RickH)\
**Replies:** 1\
**Last updated:** [August 22, 2015, 11:45am UTC](https://forum.sambapos.com/t/ricks-tutorial-11-wastage-damaged-stock/6675 "2015-08-22T11:45:42Z")

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This setup will show you how to deduct wastage/damage stock at the end of the day, it will reduce it from your inventory and log the total cost in a wastage account that you can use in reporting. This is my flow: Ad…

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## [SambaPOS Database Configuration](https://forum.sambapos.com/t/sambapos-database-configuration/356)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 191\
**Last updated:** [August 18, 2015, 4:30pm UTC](https://forum.sambapos.com/t/sambapos-database-configuration/356 "2015-08-18T16:30:04Z")

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In this tutorial I want give some details about database configuration. tl;dr; See Step By Step SQL Server Express Setup document for multi user configuration. Introduction SambaPOS can work in three database modes. …

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## [How to use Database Backup Module](https://forum.sambapos.com/t/how-to-use-database-backup-module/850)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 19\
**Last updated:** [August 18, 2015, 12:30pm UTC](https://forum.sambapos.com/t/how-to-use-database-backup-module/850 "2015-08-18T12:30:57Z")

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Backup Module is an Add On Module for SambaPOS. You can install it through SambaMarket. When you install Database Backup Module it will add Database Backups link to Management \> Settings section. Since we don’t h…

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## [Expenses and Payouts - Method Q](https://forum.sambapos.com/t/expenses-and-payouts-method-q/1804)

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**Author:** [@QMcKay](https://forum.sambapos.com/u/QMcKay)\
**Replies:** 57\
**Last updated:** [August 18, 2015, 3:04am UTC](https://forum.sambapos.com/t/expenses-and-payouts-method-q/1804 "2015-08-18T03:04:18Z")

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Originally derived from the v3 Tutorial here: http://sambapos.org/wiki/doku.php/en/configuring\_cash\_transactions\_for\_v2\_users Understanding the operational flow of Transaction Types and Document Types from the Tutori…

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## [Gift Certificate Sales & Redemption](https://forum.sambapos.com/t/gift-certificate-sales-redemption/1539)

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**Author:** [@QMcKay](https://forum.sambapos.com/u/QMcKay)\
**Replies:** 95\
**Last updated:** [August 15, 2015, 2:37pm UTC](https://forum.sambapos.com/t/gift-certificate-sales-redemption/1539 "2015-08-15T14:37:36Z")

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Gift Certificate Sales & Redemption This is a working implementation for Selling & Redeeming variable-value Gift Certificates (GCs) that are tracked under their own individual GC Account and 2 "GC Balance" Accounts cal…

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## [Using Order Tags as Product Modifiers](https://forum.sambapos.com/t/using-order-tags-as-product-modifiers/191)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 40\
**Last updated:** [August 17, 2015, 11:52am UTC](https://forum.sambapos.com/t/using-order-tags-as-product-modifiers/191 "2015-08-17T11:52:43Z")

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You can use Order Tags to define modifiers for menu items. With SambaPOS V4 you can define global, product group based or product based order tags. Let’s see how it works. I’ll start by defining Global Modifiers. They w…

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## [Configuring Gift & Void Reasons](https://forum.sambapos.com/t/configuring-gift-void-reasons/2748)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 13\
**Last updated:** [August 12, 2015, 7:31pm UTC](https://forum.sambapos.com/t/configuring-gift-void-reasons/2748 "2015-08-12T19:31:04Z")

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That was discussed multiple times but as I couldn’t find a tutorial about it I’ve decided to prepare a short tutorial about it. Configuring Reasons Edit Settings \> Automation \> Automation Commands \> Gift Fill Values se…

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## [Step by step on how to Configure multiple concurrent RDP clients to run SambaPOS (IPHONE ,IPAD, Galaxy tablet)](https://forum.sambapos.com/t/step-by-step-on-how-to-configure-multiple-concurrent-rdp-clients-to-run-sambapos-iphone-ipad-galaxy-tablet/769)

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**Author:** [@morshed1](https://forum.sambapos.com/u/morshed1)\
**Replies:** 36\
**Last updated:** [August 11, 2015, 1:23am UTC](https://forum.sambapos.com/t/step-by-step-on-how-to-configure-multiple-concurrent-rdp-clients-to-run-sambapos-iphone-ipad-galaxy-tablet/769 "2015-08-11T01:23:30Z")

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Here's a step by step guide on how to run multiple concurrent RDP sessions. My Test system configuration: Laptop running Windows 7 Enterprise (Windows Pro is recommended) - Main System Other Devices (clients): Iphone…

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## [Re-open Settled Ticket & Cancel Payments](https://forum.sambapos.com/t/re-open-settled-ticket-cancel-payments/1600)

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**Author:** [@QMcKay](https://forum.sambapos.com/u/QMcKay)\
**Replies:** 29\
**Last updated:** [July 22, 2015, 11:20am UTC](https://forum.sambapos.com/t/re-open-settled-ticket-cancel-payments/1600 "2015-07-22T11:20:23Z")

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The short version of this originally posted here: Enable More Ticket Actions Module from Samba Market. This module enables Reopen Closed Ticket and Cancel Payments action types. Create two actions for both of these a…

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## [Simple Reservation Example](https://forum.sambapos.com/t/simple-reservation-example/284)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 94\
**Last updated:** [August 9, 2015, 7:26pm UTC](https://forum.sambapos.com/t/simple-reservation-example/284 "2015-08-09T19:26:22Z")

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Hello. As 4.1.9 release we can mark tickets as pre-order to create draft tickets. I’ve created a sample to demonstrate this feature for creating a reservation system. I kept this sample as simple as I can. I’ll keep pos…

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## [Ticket Tag - Simple Example for: Dine-In / To-GO](https://forum.sambapos.com/t/ticket-tag-simple-example-for-dine-in-to-go/2064)

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**Author:** [@QMcKay](https://forum.sambapos.com/u/QMcKay)\
**Replies:** 26\
**Last updated:** [August 9, 2015, 3:34am UTC](https://forum.sambapos.com/t/ticket-tag-simple-example-for-dine-in-to-go/2064 "2015-08-09T03:34:31Z")

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This is a simple implementation of a Ticket Tag that I use to toggle between "Dine-In" orders and "To-Go" orders. I prefer this method instead of separate Departments and Ticket Types, since it's implementation is very …

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## [\[New\] Database name support on Connection Strings](https://forum.sambapos.com/t/new-database-name-support-on-connection-strings/100)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 2\
**Last updated:** [August 5, 2015, 6:31am UTC](https://forum.sambapos.com/t/new-database-name-support-on-connection-strings/100 "2015-08-05T06:31:59Z")

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## [How to add tips to ticket](https://forum.sambapos.com/t/how-to-add-tips-to-ticket/726)

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**Author:** [@morshed1](https://forum.sambapos.com/u/morshed1)\
**Replies:** 33\
**Last updated:** [July 29, 2015, 6:57pm UTC](https://forum.sambapos.com/t/how-to-add-tips-to-ticket/726 "2015-07-29T18:57:59Z")

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## [DISCOUNT - Ticket Total - Ask Fixed Amount](https://forum.sambapos.com/t/discount-ticket-total-ask-fixed-amount/1905)

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**Author:** [@QMcKay](https://forum.sambapos.com/u/QMcKay)\
**Replies:** 11\
**Last updated:** [July 29, 2015, 9:51am UTC](https://forum.sambapos.com/t/discount-ticket-total-ask-fixed-amount/1905 "2015-07-29T09:51:39Z")

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This method allows for a Discount to be applied to the Ticket Total, based on a choice of 5 different fixed amounts. It uses an Ask/Apply approach using the Ask Question Action to let the user choose an amount, then app…

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## [Printing Tutorial in Detail](https://forum.sambapos.com/t/printing-tutorial-in-detail/994)

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**Author:** [@emre](https://forum.sambapos.com/u/emre)\
**Replies:** 48\
**Last updated:** [July 28, 2015, 6:09am UTC](https://forum.sambapos.com/t/printing-tutorial-in-detail/994 "2015-07-28T06:09:37Z")

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Hello. In this tutorial I'll show you how printing works and how to configure it for most common cases. How it works? In this section I'll show you how SambaPOS printing system works. Printers \[image\] These are …

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## [SambaPOS4 Bulk Product Importer](https://forum.sambapos.com/t/sambapos4-bulk-product-importer/1504)

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**Author:** [@JohnS](https://forum.sambapos.com/u/JohnS)\
**Replies:** 42\
**Last updated:** [July 26, 2015, 4:06pm UTC](https://forum.sambapos.com/t/sambapos4-bulk-product-importer/1504 "2015-07-26T16:06:19Z")

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\*\*\* Setup And Usage Instructions \*\*\* Requirements SambaPOS V4.1.37 SQL Express Server 2008+ WampServer 2.5 (Only used to run PHP script) Download attached file below Installation Notes Always backup your Database f…

[Next page](https://forum.sambapos.com/c/version-4/tutorial/7.md?page=1)
