How do I unlock returns?
To unlock returns, open the BSM module from Help & Exit. Bottom left of the form there is an 'Unlock Module' tab. Click on that and then click on Unlock Returns.
The BatchLine icon has disappeared from my desktop
In some instances (usually on client machines) you may find that the shortcut to BatchLine POS has disappeared from your desktop. Don't worry – this doesn't mean you've lost the program. To fix it, go to C:\Bertrams\Bertline 401 where you will find the BatchLauncher file. Right clicking on this will give you the option to send the icon back to the desktop.
The BSM icon has disappeared from my desktop
If you have lost your BatchLine icon, the BSM icon might also have disappeared from your the desktop. It is exactly the same procedure to restore it in both cases: just go to C:\Bertrams\Bertline 401\Tools and 'Send to desktop' as shown. (This also applies to the web exporter icon if you are using that.)
What does 'Daily Updates is Locked' mean?
When 'Daily Updates Is Locked' appears, it means that a field on the database has a lock flag on it to stop people using the system while it updates. Daily Update is a critical process during which sales figures are updated to reflect the previous day/week/month and year's sales. This means that at the beginning of a week/month/year, it may take a little longer than normal, but it is essential that the update be allowed to run. If it is interrupted for any reason, it may result in the database being flagged as in 'update' status, and that is one reason why Daily Update locks. The Bertline Support Module (BSM) will clear the lock:
To use this, go to Help & Exit and click on the large B of the BSM module. Select the Unlock Modules tab (bottom left) and Unlock Daily Updates to unlock and restart.
The same process applies for the Returns module if that gets locked: simply click on the Unlock Returns button to unlock.
Need more help?
* Watch a video about the Unlock Module that sits on the desktop on our BatchLine YouTube channel.
How do I back up data to an external account?
Open BatchLine and go into Back Office/Maintenance and System Config then select the 'System' tab. You'll find 'Default Backup Directory' in the 'Paths' section of the Systems window. If you click on the three dot button next to Paths, you can configure BatchLine backups to go to whichever folder you like.
BatchLine won't start - what can I do?
–There are three main reason why BatchLine will not start: two major ones which can stop the entire system from starting and a second one that will stop a client from starting. The errors you may see are:
- Unavailable server or unavailable database
- Daily updates are locked
- Network issue at 96% (Clients Only)
Download the Startup Problems and Solutions PDF to fix the errors.
My system won't load and there's an error at 96%
When a client PC loads, it connects to the main PC (server). At 96% of the load process it attempts to connect to the file structure of the server. After a Windows Update this may fail because the update had set the server ‘Password Protected Sharing’ option to ‘on’. It is for this reason that the connection fails. To fix this problem we need to set Password Protected Sharing to ‘Off’. The typical error message you will see is shown.
1. Although the error is on the client, the fix is applied to the Server. In the Search Bar of a Windows 10 PC, type the words ‘Control Panel’ and press Enter. In the next window you should see the following. (If you don’t, make sure the ‘View by’ setting (top right) is set to Category.) Select ‘Network and Internet’ and on the next screen ‘Network and Sharing Center’.
2. On the next screen select ‘Change advanced sharing settings’.
3. The next screen is entitled ‘Change sharing options for different network profiles’. Scroll down until you can see the entry for ‘All Networks’ and, if necessary, click on the arrow to expand the section.
4. At the bottom of the section you will see an entry for Password Protected Sharing. Click on ‘Turn off password protected sharing’ and save changes. Exit from all screens and try to start BatchLine on the client PC. If password protected sharing has been successfully turned off it should load.
How do I reprint customer order slips?
In the past the process of printing slips always ended in ‘Do you wish to delete the printed slips’. For both our customers and from a support perspective this was a problem. Version 4.50 brought in an improvement that means you are no longer prompted to delete slips. Instead, if for any reason the slips fail to print there is a new button in Front Office/Goods In called ‘Reprint Slips’. This allows slips to be reprinted for any date, including today’s date.
Note: Slips are only available for the previous fortnight because any older than that are automatically deleted.
Our scanner doesn't seem to be working
If your scanner is beeping but not sending out any information, you might like to try giving it a quick tap on the counter. There is a spinning mirror inside and sometimes a quick tap will unjam it. If that doesn't work, contact us.
Can BatchLine help me with my stocktake?
BatchLine can't offer a stocktaking service, but these instructions will help. You will need either to have your own scanner or to hire one from us. (Email us for details.) The recommended model is the KDC100 by Koamtac.
Always make a backup before you start and check with your accountant for any new requirements they may have regarding stocktakes.
The software for KDC scanners can be found at https://koamtac.com/wp-content/uploads/KTSync_Driver_Installer_V224.zip. Allow permission for the driver install when you are asked. It should be set up to download data as a Text file, not Excel which is the default. Also untick 'Application data' and tick 'Delete data after download' and 'Burst mode'.
If you do a stocktake with a tethered (keyboard) scanner follow the instructions but note that you will scan directly into a BatchLine ISBN list.
Download full instructions here:
Using a KDC scanner v24
Can we personalise our SMS message?
There is a simple way to do this in BatchLine. Go to Back Office>Maintenance>System Config. Then select the SMS Config tab, top right. This will open a box with an area for Message Text at the bottom. You'll need to click the Edit button (top left) before you type in your text and Save once you have finished.
Can I still use Clickatell SMS text messaging?
BatchLine took over the Clickatell subscription from Bertrams, as a service to booksellers. The previous setting will still work and does not need to be changed. There is 2% failure rate, but if you have an issue where you feel Clickatell is no longer working correctly, send an email to email@example.com and we will investigate for you.