Home

enCounter User Manual

1. 2004 Artech Corporation Pty Limited 8 enCounter Online Help rrd madre Peed si i aie STATION STAFF MEMBER ransactions Supplier poly Payments nd Of Period eports Maintain LayBys LayBy Reports ARTech Corporation Pty Ltd c Copyright 1997 2001 2 1 1 Apply Payments When an account payment is accepted at Point Of Sale the user has the option to apply the monies directly against an outstanding invoice Alternatively they may post the payment to a Sundry account that exists for all Account customers To apply monies held in the Sundry account to outstanding invoices use the Apply Payments function STATION STAFF MEMBER PAYMENT Fl Help E Fl sProcess lt PG UP sprev APPLICATION Fi cale ESC Quit PG DN gt Next Fron Customer Code To Customer Code Firstly select the range of customers you wish to process the system defaults to all customers Press F10 to begin the system will search through the range of customers and find the first customer if any with unapplied monies in their Sundry account When the system locates a customer with money to apply it will pop up the standard Invoice 2004 Artech Corporation Pty Limited Menu System Selection screen STATION STAFF MEMBER Invoice Selection Code Total Owing To Apply Paid Paying Balance Simply move the selector bar up or down with the arrow keys unti
2. 4 2 29 Pay Out Step 1 Enter value Step 2 Press PAY OUT Step 3 Enter comments about pay out and press PLU ENTER 107 2004 Artech Corporation Pty Limited 108 enCounter Online Help 4 2 30 Price Level Changing Step 1 Enter the new price level Step 2 Press PRICE LEVEL EXAMPLE 2 PRICE LEVEL 4 2 31 Printer On Off Step 1 Press the PRINT ON OFF key to toggle whether or not a docket is printed The current setting shows on the bottom status bar 2004 Artech Corporation Pty Limited POS Operation 109 Top status bar 4 2 32 Quantity Changing Step 1 Enter new quantity Step 2 Press QTY Step 3 Sell an item EXAMPLE press 8 press QTY press CAN COKE 2004 Artech Corporation Pty Limited 110 enCounter Online Help 4 2 33 Recall Sale Step 1 Press RECALL SALE and select the docket number to be recalled RECALL DOCKET Value Custoner Name The docket is reprinted and the sale can be continued as normal 4 2 34 Refund Step 1 Press REFUND enter original docket number press PLU ENTER 2004 Artech Corporation Pty Limited POS Operation Step 2 If prompted select a Refund Reason PLU Enter select Docket Humber BAR 5 AA ____ _____QQ______A Step 3 Enter all items to be refunded ttt R
3. At the top of the screen a status bar shows the workstation number and the current Staff Member Along the bottom another status bar displays special information about the sale including the status of the printer any tax modes in operation the current or next sale type Cash Account or Layby and the current Price Level 2004 Artech Corporation Pty Limited 128 enCounter Online Help Top status bar The area on the left is where any relevant messages are displayed or prompts appear A typical message In this case prompting for a password to be entered ENTER PASS ORD When an Account sale or LayBy is in progress the customers account information appears in a box below the User Input box 2004 Artech Corporation Pty Limited POS Operation 129 Account information Custom ment MISS JO PPLEBY showing Code Mame Account 15 00 and current balance Other screens will pop up when you perform certain functions Any pop up window must be closed by either completing or cancelling the function to return to the POS Screen 4 4 Starting a New Shift When you log in to POS and are presented with the message NEW SHIFT ENTER FLOAT then you need to begin a New Shift User Input NEA SHIFT ENTER FLOAT To start a new shift type the amount of the cash drawer float which appears in the User Input box and press the PLU Ente
4. enCounter POS enCounter Retail Management System Version 4 0 2004 Artech Corporation Pty Limited enCounter Online Help 2004 Artech Corporation Pty Limited All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed September 2005 Contents i Table of Contents Foreword 0 Part I Getting Started 4 1 enGounier Fundamentals usina dico 4 2 Frist WU US inn an 4 SA A 5 4 Using the Help System ninas a iaa 6 Part Il Menu System 6 1 Customers Layby nacen tati 7 PP PA 8 ENG OF Ped sv m A E 9 BD REDONIS Ve 10
5. Note Operating multiple stores with enCounter requires installation by a retail professional Contact your representative for more advice regarding this feature of enCounter Transferring stock is a three stage process you create a transfer process it and finally receive it Creation and initial processing always occurs at the store sending the stock or at a master location Receiving can be performed at the receiving store or at the location where the Transfer was created You should check with your system administrator as to the correct method required for your situation Fite E STATION STAFF MEMBER STOCK TRANSFER Fl Help F4 Stock Fo Recy F Del Fl0 Save lt FG UP gt Fa Find FS Edit Fisadd F9 5how ESC Quit lt PG DN gt Transfer Wo Transfer Date ship From Status ship To utstanding Total Item Stock Code Description 1 l 3 4 E E Supplier code DESC 2 Carton On Hand On Layby On Order Unit Creating a Store Transfer is simple Firstly press F7 to Add a New transfer From the screen that appears select the Store you are transferring From and To Also enter any comments you wish to appear at the 2004 Artech Corporation Pty Limited enCounter Online Help bottom of the printed Transfer STATION STAFF MEMBER STOCK TRANSFER Fl Help F4 Stock Fo Recy F Del Fl0 Save lt FG UP gt F3sFind FS Edit Fisadd F9 5how ESC Quit lt PG DN gt TRANSFER NO Order
6. Once you have the criteria entered for the report you want press either the F9 key to view the report or F10 to immediately print the report to the report printer defined for this workstation Viewing the report first is recommended 2004 Artech Corporation Pty Limited 28 enCounter Online Help 2 3 2 3 1 Suppliers The Suppliers menu consists of functions and process relating to your Suppliers of Stock and include Maintain 28 create and edit your Supplier List Purchase Orders 29 place orders on Suppliers for stock Stock Returns 33 return stock to your Suppliers Supplier Reports 371 Print or view a range of reports about your Suppliers and your buying activity STATION STAFF MEMBER ransactions Stock Returns Supp lier Reports Maintain ser Use this option to create and maintain a list of Suppliers Po rri arde Peed of ae STATION STAFF MEMBER SUPPLIER FlsHalp F3 Find F7 Craate FLO 5ava lt PG UP gt Prev MAINTENANCE Altus Update FS Edit Fast lete ESt Quit lt PG DN gt Hext Phone Fax Contact Terms Type Terms Days Discount Comment Phone Search Userl Usera Users User4 On Order Back Order Total Purchased Last Purchase Last Delivery MAME SEARCH Users Userb Users User 2004 Artech Corporation Pty Limited Menu System 29 The Maintain Suppli
7. ESC Exit 330000000 Logging In involves entering an assigned Staff Code and then password to verify identity and thus gain access to the enCounter program Depending on the privileges assigned to your staff code or workstation number when you successfully log in you may be taken straight into POS or Menu Mode If your privileges are high enough you will be given the opportunity to start either POS or Menu by selecting P or M accordingly in the dialog window If you press ESC from the Login screen you will close and terminate enCounter Example Type 1 as the Staff Code and press Enter Type 1 as the Password and press Enter Type M to access the Menu and press Enter 2004 Artech Corporation Pty Limited 6 enCounter Online Help 1 4 Using the Help System The online help is divided into chapters and topics These are available by clicking the menu tree on the left hand side or by selecting an underlined link from within the body of the text If you wish to print any page click the Print button from the toolbar above You can choose to print just the topic displayed or the topic and all sub topics below the menu item The online help utilises a number of conventions as listed below PLU Enter Text within Square Brackets indicates a POS function key Click Me 6 Underlined Text represents a link to another page Important Bolded text is desig
8. Held Transactions workstations Fron 0 Stock By Dept shifts From Hourly Totals Tenders Transaction List Voids Aborts No Sales Payouts Payins Returns sales Person First Till count See Sales Reports ss for more information 2004 Artech Corporation Pty Limited POS Operation 4 2 35 5 Stock Reports Step 1 Press the STOCK REPORTS key to jump straight into the Stock Reports module el arde Peed of i ae STATION STAFF MEMBER FlsHalp Fi Find Esc Quit lt PG UP gt Prev Fi cale PoSV en FlO Print PG DN gt Hext From Location To Location From Department To Department Stock Value From Stock Code Sales History To Stock Code Recipe List From Supplier Stocktake List To Supplier Stock Variances T 1 J 1 i Sort by lt L gt Department Dissection Y N lt gt Print Description Line 2 H lt N gt Print Out of Stock Items Y N lt Y gt no stock on hand See Stock Reports 2 for more information 4 2 35 6 Supplier Reports Step 1 Press the STOCK REPORTS key to jump straight into the Stock Reports module STAFF MEMBER SUPPLIER Fl Help F3 Find Esc 0uit lt PG UP gt Prev REPORTS Fistale Fo Viewn F10 Print lt PG DN gt Next From Location Transaction List To Location Transaction Line Items From Date lt Orders by Supplier To Date lt Orders by Stock Code Fron Supplier Invoices by Supplier To Sup
9. Names for extra Search Fields Show In Stock Search window Price 1 lt gt Price 2 lt gt Price 3 lt gt Pi Price 6 lt gt Cost lt gt Units ay Ai lt Y gt On Hand Price Level Mames Price l Price 2 Price 3 Price 4 i Price 6 2004 Artech Corporation Pty Limited Menu System 49 2 4 6 4 Suppliers Use this screen to set up options related to Suppliers and Purchase Orders Simply change any settings and press F10 to save or ESC to cancel ES era mrdr Frari mi Sade STATION STAFF MEMBER SUPPLIER Fl He1p FlO Save PG UP gt Prav CONFIGURATION Fi cale Escaut lt PG DN gt Hext Default Purchase Order View Suggest Re Order Min Max Next Purchase Order Number Default Supplier Search Method Supplier Search Column 3 Label Supplier Search Column 4 Label Supplier User Field 20 Char s 1 Supplier User Field 20 Char s 3 Supplier User Field 8 2 Numeric 5 Supplier User Field ddemyyyy 7 User Field 1 to show in Search window User Field 2 to show in Search window 2 4 6 5 System This allows you to view and or set basic parameters that govern how the enCounter program works Simply change any settings and press F10 to save or ESC to cancel x i El enCoumer Point af Sak EJ STATION STAFF MEMBER DATE SYSTEM Fl Help F5 Edit Fl0 Save lt PG UP gt Prev CONFIGURATION F2 Calc F6 Rego
10. 2004 Artech Corporation Pty Limited 4 enCounter Online Help 1 Getting Started This section is primarily for new users and covers the following topics Using the Help System 6 describes how this manual is organised and the conventions used enCounter Fundamentals 4 learn about the basic concepts of enCounter and how the program works First Time Use 41 important information if this is the first time you have used enCounter Logging In 5 how to gain access to enCounter A crucial part of identifying yourself to the system 1 1 enCounter Fundamentals enCounter has several fundamental elements that should be understood for successful use e To gain entry to enCounter a staff code and password are required Staff codes and passwords can be created and edited under the Staff Members menu and various privileges may be assigned or restricted For more information see the section Logging In 5 e enCounter is divided into two distinct sections or modes of operation POS mode is designed for the entry of all sales Menu mode conversely covers the setting up and maintenance of products Suppliers and customers and the printing of reports For more information see the sections Menu and or POS e enCounter is a suite of programs and data files For ease of use the files all reside in a single folder on your computers hard drive This method also facilitates easy backing up and restore
11. DESCI STCODE BIN STCODE SUB_GROUP STCODE LOCATION SUB_GROUP BIN LOCATION SUPPLIER STCODE STCODE LOCATION SUB_GROUP STCOOE LOCATION LOCATION EXTENDED_STCODE STCODE LOCATION LOCATION LOCATION LOCATION LOCATION LOCATION Esc 5election Criteria F9 Save Select an index and press Enter A screen will appear allowing you to select which fields of the file you wish to output ae a RR SEERE Rea SELECT FIELDS TO OUTPUT TEA Current File RECORDS DESC1 SUCODE OTY BY PRICE STCODE KYCODE DESC2 BIN WEIGHABLE LAYBY VALUE MIN REDRDER SELL SELL TAXI CATALOGUE MONTH SELLS YEAR SELL COST LOM PROMPT SUE GROUP ALLOW DISCOUNT OM ORDER AV COST SELL3 LAST BUY TAX SPARE DATE MONTH SELL COST LYEAR_SELL_QTY MESSAGE FILE STOCK CONTROL ON HAND BACK ORDERS LOST SELLA LAST_SELL IE CARTON_BUY VEAR_SELL_QTY LYEAR_SELLS RECIPE LABEL ON_LAYBY MEN STOCK SELL SELLS SUPPLIER Tka MONTH SELL OTY VEAR SELLS LYEAR SELL COST SERIALISED Current Line Width Max Output Width Breaks Remaining To select a field to output move the cursor to the field and press the Return key Press lt DELETE gt to Unselect lt SAVE gt to end F7 Field Options F9 Save Fl Help ESc Index Selection Shift F7 Delete For each field you wish to output move the cursor to the field and press Enter an asterisk will mark the field as included for
12. Date DEL ADDRESS 2 EXPIRY DATE Date The Maintain Customers screen works like most enCounter maintenance screens where F7 is used to create a new item or F5 to edit an existing entry which is currently displayed on the screen To create a new entry press F7 Immediately you must assign the new Account a unique code to easily identify them this is usually some abbreviation and a number for instance JS001 for John Smith and 3S002 for Jennifer Sims etc The code is up to you but must be unique from any other Customer code already on the system in any case you will be warned if you select a code that clashes with an existing code Once you have selected the Customer code proceed to fill in any relevant details With all the criteria entered press F10 to save the Account details Editing an existing Account Customer is equally simple With the relevant Customer displayed on the screen press F5 to edit and change the details When finished press F10 to save them again 2 1 5 Maintain Laybys Use the Maintain Laybys function to view and manage your layby customers You may add new customers delete old ones providing they have no items outstanding and also check on the status of Layby customers 2004 Artech Corporation Pty Limited Menu System 13 rrd arde Peed ol i ale STATION STAFF MEMBER MAINT LAYEY Fl Help F3 Find F7 Craate Fl0sSave lt PG UP gt
13. Department Last Cost il 1 Avge Cost Key Code ter Code Supplier 1 Unit Measure Bin Location Diminishing Allow Discount Ya Barcode Label Req d gt Weighable db Cale QTY On Price gt Serialised Alt R Recipe Assembly Tax Rate 1 PRICE 6 A Carton Buy Qty Minimum Stock Level Alert Message File Alt 4 Maximum Stock mel comment Prompt L On Hand On Layby RETALL VIP PRICE 3 PRICE 4 PRICE 3 ser JE A hE JE DR JE SS Stock On Order Last Sale Last Buy Extended Stock Code Active Firstly you must assign the new product a unique code to easily identify them this is usually the barcode number of the time but may be anything providing it is unique from any other Stock code already on the system in any case you will be warned if you select a code that clashes with an existing code Change any relevant details and press F10 to save the Stock Code details After saving you will still be in COPY mode and can continue entering new products based on the original code you copied To exit COPY mode simply press ESC the last product entered will be Shown on the screen Deleting an Item To delete a stock item press F8 whilst the product is displayed on the screen 2 2 3 2 Recipes Assemblies The recipes assemblies function of enCounter not only allows for items to be bundled together and sold as a separate code
14. Maintain RE EE 12 A A waneliaachatexaatiouseutaeiuatan nat AAE RAER 12 REP A A A 14 2 SOCK is 14 ENG OF PONG svenn 15 Maintain DEN APA mPPP A A 16 Malntall STOCK ve 17 Adding Editing and COPY iia tada li dia 19 FN 21 A 22 NEON GRE 24 SIOEK Take usos E 24 Tax Rates unimarc 26 A 27 3 NES oa 28 A 28 0 o APA PPP o uu o rE EEs 29 SLOCK REVUS san 33 Supper REPONS sangen amnesi 37 SSE eks 37 FE SN Ha 39 KONA Ann nce scieebeay E EE 39 Printer SOU ao 40 A An a 41 DN 42 Mileto EE EEE EE EEE EE EE NE 42 Fender PCS sesije E vatu ak sw aban wee onswobsuchemuulicuedy a aa 43 o EEE EE 43 SCUD E A 46 ca EE EEE EE eT EEE EEE 47 EX TOIL COGN INS EEE NE 48 A 48 o PAP P e e Pz o E er ERE REE 49 2004 Artech Corporation Pty Limited ll enCounter Online Help ENE EEE EE 2 st aesssics ear 49 LE TT EE ER REE ee a eee eee 51 Stai MEMBERS porcina di il an 52 0 o In On A 52 PP A A 53 o AAPP E A 54 SA use 54 FF GUNG AMP PP EEE EEE ENTER 55 Point OF Sala dakiske 56 Sales REPONS A e A 56 SHIM PROCESS ii dd 57 A nn acs uamaeueswancenstearteocsenmta 59 O USC MENU soon onde 62 Adding Editing or Deleting a User Menu Item rrnrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnenennnnnnnnnennnnnnnnnnnnennnnnnnnnnenennnnnnnnr 63 Part Ill Overview of enCounter 64 1 Who uses NET Se 65 Part IV POS Operation 65 Ending a SIA aumentos 65 2 FUNCION INOX e
15. Date of Departure lt Hotel optional Step 2 Enter details into each field Sale date must be within 30 days of travel Hotel is optional 2004 Artech Corporation Pty Limited 120 enCounter Online Help Step 3 When satisfied press F10 to continue The screen will now show the words Tax Free on the bottom of the screen As each Taxable item is sold the words Exempt will show on the docket eg tilbunir Polat al Sado ser Input Qtyl T TE 0 00 Tax Free ll L Complete the sale as normal 4 2 42 Tendering Cash Once all items have been rung up Step 1 Optional Press SUBTOTAL Step 2 Enter the amount received from the customer and press CASH Ifthe tendered amount is larger or equal to the sale amount the system will calculate the amount of change and open the cash drawer Step 3 If the Comment screen appears enter comment and press PLU ENTER EXAMPLE press CAN COKE press 1 O 0J 0 CASH 2004 Artech Corporation Pty Limited POS Operation 121 4 2 43 Tendering Other Types Once all items have been rung up Step 1 Press the appropriate TENDER TYPE e g MasterCard Bankcard American Express Visa Cash or Cheque Step 2 If the Comment screen appears enter comment and press PLU ENTER EXAMPLE press CAN COKE press SLICED BREAD press VISA CARD 4 2 44 Tendering Preset Cash Values Once all it
16. Enter value Docket N Er PoRIB FILLET amp VEG Note If a discount is entered after a SUBTOTAL this discount is applied to all items above the Subtotal Will not discount items where Allow Discount is set to No in the stock file 2004 Artech Corporation Pty Limited 86 enCounter Online Help 4 2 13 End Shift End of Day Step 1 Press END SHIFT ENTER PASS ORD Step 3 Enter Y to End Shift or N to cancel 2004 Artech Corporation Pty Limited POS Operation 87 User Input y 1 nt Step 4 Enter Y Shift process now or N to leave Balancing Till until a later time Note For more information on Shift processing see Ending a Shift ss and Shift Process 571 4 2 14 Exchange Item Step 1 Sell item s as normal by entering PLU code or by scanning the item the customer wishes to purchase Step 2 Press EXCHANGE ITEM then enter the PLU code or scan the item the customer is returning 2004 Artech Corporation Pty Limited 88 enCounter Online Help a talbuni Polat al Sak Includes GST of Item Count 1 ENTER ITEM CODE FOR CREDIT Step 2 Tender as per a standard sale type The docket will show the item taken less the item returned and the balance paid Can also work as a refund credit sale type depending on the value of the return against the item taken EXAMPLE press LITRE COKE press EXCHA
17. e enCounter divides the periods of sales into shifts At the start of each day when you first log in to POS a new shift is commenced and a new float amount is requested At the end of the day the shift is ended and the cash drawer is balanced enCounter then produces reports itemising products sold monies taken including variances if any and taxes paid e g GST This process forms the basis of enCounter s functionality See the POS section for more on Starting and Ending a Shift 1 2 First Time Use The first time you install enCounter demonstration data is included and the product is registered to Australian Retail Technology This allows you to examine every feature of the system whilst protecting our intellectual rights In certain places the manual refers to example operations that utilise the demonstration data initially installed Examples that utilise the 2004 Artech Corporation Pty Limited Getting Started demonstration data are shown in blue italics You may delete the demonstration data at anytime and replace it with live data You should not however alter the registration details or the product may become unregistered which causes certain features to become disabled 13 Logging In Each time you start enCounter you will be required to Log In effectively identifying yourself to the system rri arde Peed ol Sade Pos Login Station Staff Code Password POS or Maintenance
18. other If the error does not occur then this indicates a perfect balance and the system continues to the Float Out stage 65 Otherwise press ESC to clear the error message and the system displays its expected values and the variances that exist ada AEP al al Fi pri STATION STAFF MEMBER Fl Help F4 Count Cash Fl0 accept Fi cale ESC Quit Please Enter Drawer Monies for Store Stat shift e Actual gt gt gt lt lt o lt lt Expected gt gt gt lt lt lt Variante gt gt gt gt Amount Qty Amount ty Amount Total Cash Cheque bankcard Mastercard Visa Card Amex Diners Voucher FORA CASHOUT EFT Total other Total cash 4 Other You now have a second opportunity to balance the till and should recount Tenders that have a variance If you need to recount the cash you can press F4 to initiate the cash count screen When you are finally satisfied with the new values you have entered press F10 to finalise the process Float Out The last stage of Shift process requests for the float amount for the 2004 Artech Corporation Pty Limited POS Operation following day Simply type in the amount of cash you are removing and press Enter Fl Help Fl0 Accept Fi cale ESc quit Please Enter The Amount Of Float Taken Out For Next Shift To complete the shift process press F10 to accept the float out The system will mark the shift as Processed and return to the Login scr
19. 2004 Artech Corporation Pty Limited POS Operation 91 Step 5 If change is allowed and the voucher value is greater than the sale a message will be displayed to allow change Step 6 Enter Y to accept or N to cancel 4 2 17 Gift Voucher Tender Add Voucher Step 1 Press GIFT VOUCHER TENDER to pop up a window requesting information about the Voucher Step 2 Enter the number on the voucher presented by your customer press PLU ENTER this will show if the voucher exists If it does not exist enCeunter Polat al Sao Tendered Voucher Details Number Voucher Number Not Found Em EsSCAbort_ _ _ F Add Voucher Fl0 Accept a Step 3 Press F7 to Add Voucher 2004 Artech Corporation Pty Limited 92 enCounter Online Help a talbuni Polat al Sak Number Name Amount EsC Abort F Add Voucher Fl Accept Step 4 Enter the number on the voucher tendered by the customer press PLU ENTER Step 5 optional Enter the customer name or suitable comment press PLU ENTER Step 6 Enter the value of this Gift Voucher Sale press PLU ENTER Step 7 Press F10 to accept 2004 Artech Corporation Pty Limited POS Operation 4 2 18 Hold Sale Step 1 At any stage of a transaction press HOLD SALE The sale is put on hold and can be recalled later by using the Recall Sale 110 function EXAMPLE press CAN COKE pr
20. BOLT FRUIT N NUT etc F2 will show stock on hand at other stores multi locations only F3 will show Extra Search Field along with Code amp Description F4 will show Sales History details of displayed item F5 will show last sales of displayed item F6 will show last purchases of displayed item Left Arrow Right Arrow change search field Code Key Code Supplier Code amp Description Down Arrow Up Arrow move through list one at a time Page Down Page Up move through list five at a time 2004 Artech Corporation Pty Limited 118 enCounter Online Help 4 2 39 Sub Total Step 1 Press SUBTOTAL to print the current Total to the docket printer screen and customer display if present SUBTOTAL Includes GST of Item Count 2 4 2 40 Supervisor Code To be entered wherever it is asked for ENTER SUPERVISORS CODE Step 1 Enter supervisors code and press PLU ENTER 2004 Artech Corporation Pty Limited POS Operation Step 2 Enter password and press PLU ENTER 4 2 41 Tax Free Sale Step 1 Press TAX FREE key a window will appear to enter your customers travel details STAFF MEMBER TAX FREE Fl Help F7 Add Customer ESC Cancel lt PG UP gt Prev DETAILS F3 Find Fl save lt PG DN gt Mext Customer Code Name Passport Number Country of Issue Ticket Number Flight Number Port of Departure
21. CUSTOMERS F Docket F5 Edit F Delete ESc 0uit lt PG DH gt i Address LAYE Y NUMBER DATE DESCRIPTION BALANCE OWING LAST PAYMENT TOTAL LAYBYF TOTAL OWING Fo View Line Itens To create a new entry press F7 Enter the Surname of the new customer and complete the address details Press F10 to save the new Layby customer To edit a customers details press F5 with the customer displayed on the screen To delete a customer press F8 with the customer displayed on the screen You may only delete customers with no outstanding items Use the F4 key to jump between the Customers and their outstanding Laybys With the cursor flashing on an outstanding Lay By press F6 to view the items that make up the Layby sale 2004 Artech Corporation Pty Limited 14 enCounter Online Help 2 1 6 Reports 2 2 From the Customer Reports screen it is possible to print and view a number of reports regarding your account customers STATION REPORTS Fistale FYsVIen FlO Print lt PG DN gt Next From Customer il Account Transaction Summary To Customer Statement Reprints Transactions To Debtors Trial Balance Account Transaction List VIP Transaction List Transaction List Payments Stock by Dept Account Sales Stock by Dept by Customer Stock by Dept by VIP Customer Listing Use the F7 or F8 key to move the report selector on the left up or down until it rests upon
22. F c ESC Quit lt PG DN gt Next Enforce Passwords At P 0 5 Cash Out Of Drawer Comments Enforce Decimal Point At POS Enforce Staff Codes Enforce Till Count Print Staff Totals Print Stock Totals Print Dept Totals Print Banking Slips Logo Lag Logout Lag Shift Printer Layby Period Days Decimal Places Round To Ea A A A ay oh os Pha a wh Ds A hy Le i krd 2004 Artech Corporation Pty Limited enCounter Online Help The settings include Enforce Passwords At P O S Set this to Y and the system will request the users password for every sensitive operation performed Cash Out Of Drawer Comments requests a comment when cash is taken from the drawer Enforce Decimal Point At POS with this set to N the system will treat 100 as 1 00 as opposed to 100 Enforce Staff Codes if set to Y a staff code will be requested at the start of each transaction Enforce Till Count when balancing the till the user will be prompted to physically count the various notes and coins Print Staff Totals set whether or not to include Staff totals in the End of Shift reports Print Stock Totals set whether or not to include a Stock By Department report in the End of Shift reports Print Dept Totals set whether or not to include Department totals in the End of Shift reports Print Banking Slips set whether or not to print Banking Slips with the End of Shift re
23. Login Screen 57 this will open a window follow the prompts shown Alternatively you could open a DOS window and change to the folder that contains enCounter Reset the managers rights by typing PFL3 PSETO1 ALL Answer Y to the Reset all Workstation s Logged In status as well as the managers rights Type EXIT to close the DOS window 6 2 3 Shift Exited Prematurely On occasion a user may exit a Shift Process prematurely by pressing ESC To process the Shift you may do one of the following Start a new shift and end it immediately When you finish processing the new shift you will receive an error message alerting you that a previous shift is outstanding Press ESC to process the recovered shift See Ending a Shift amp for more information or Process the shift through the Menu System For more information see Shift Process 571 2004 Artech Corporation Pty Limited Troubleshooting 139 6 3 Help Software Support If you require Technical Support and your Maintenance Agreement is current contact Australian Retail Technology through one of the following means Phone Local 02 9816 4966 International 612 9816 4984 Fax Local 02 9816 4966 International 612 9816 4984 Email encounter artech com au Post Australian Retail Technology 4 Joly Parade HUNTERS HILL NSW 2110 Australia 6 4 Reindexing Data Files Reindexing data files may be required if your sy
24. Technology will be treated as strictly confidential and will NOT be given out to any third parties When you install enCounter for the first time it is registered to Australian Retail Technology To purchase an Unlock Code see Purchasing enCounter 133 2004 Artech Corporation Pty Limited Registration and Ordering 133 If you have already purchased and received your Registration details see Registering enCounter 133 for information on how to input your personal details 5 1 Purchasing enCounter enCounter Retail Management System is available from several respected dealers around Australia For your closest representative contact us through one of the following means Phone Local 02 9816 4966 International 612 9816 4984 Fax Local 02 9816 4966 International 612 9816 4984 Email encounter artech com au Post Australian Retail Technology 4 Joly Parade HUNTERS HILL NSW 2110 Australia 5 2 Registering enCounter To Register enCounter follow these steps STATION STAFF MEMBER ransactions Supp lier tock ustomers Layby rter orkStations Stores Keyboard Staff Members Tender Types rinter Setup Reindex Files ile Sizing Serial E Step 1 From the System Menu click Setup 2004 Artech Corporation Pty Limited 134 enCounter Online Help a STATION STAFF MEMBER ransactions Supplier tock Select Menus Using Arrow Key
25. The Staff Members screen works like most enCounter maintenance screens where F7 is used to create a new item or F5 to edit an existing entry which is currently displayed on the screen If you are using an IPC POS terminal the POS privileges on the left hand side can also include a number from 1 5 specifying the keylock position required to allow the function 2 4 8 Stores Use the Stores option to define multiple stores for enCounter Note Operating multiple stores with enCounter requires installation by a retail professional Contact your representative for more advice regarding this feature of enCounter 2004 Artech Corporation Pty Limited Menu System 53 i r STAFF MEMBER mate 10 01 03 TIME STORE Fl Help F3 Find Fr treate Fl0 Save lt PG UP gt Prev MAINTENANCE Fl tat F5 Edit F Dalate ESC Quit lt PG DN gt Next Store Code Description Mame Addressl Address city Phone Fax Moden email Type lt L gt Local Remote Category Path G L Code The Workstations screen works like most enCounter maintenance screens where F7 is used to create a new item or F5 to edit an existing entry which is currently displayed on the screen 2 4 9 Tender Types The Tender Types section allows you to define the names and functionality of the methods of payment you will accept Simply change any settings and press F10 to save or ESC to cancel STATIO
26. Y N 4 2 22 Layby Payment Step 1 Press OPEN LAYBY and select the appropriate customer Patel ES ESC Cance Save FlO NEWw Customer Address Step 2 If more than one layby select by identifying comment i e Mums Birthday 2004 Artech Corporation Pty Limited POS Operation 97 Pi El ESC Cance Z FLO New Layby ENTER Se lect Total Laybys Total Owing Last Payment The docket will reprint showing all items on layby and payments to date AY Balance Owing DE bet LAYBY RECALL Step 5 Enter payment amount and press Tender Type ie cash cheque credit card etc if Tender Type is cash do Step 6 otherwise go to Step 7 2004 Artech Corporation Pty Limited 98 enCounter Online Help eden Ferd ni ade ENTER AMOUNT TENDERED gt LADIES JEANS OG WASH Includes GST of Item Count 2 Step 6 Enter Tender Amount press CASH or PLU ENTER Step 7 User Input y Se Press CLOSE LAYBY 2004 Artech Corporation Pty Limited POS Operation 99 PEILL ROBERTSON If this is the final payment the layby will automatically finalise and a message box will appear to confirm iL FES es Balance KEILL ROSERTSON LAYEY FINALISED EXAMPLE enter 2 O O O pr
27. but also for products that already contain multiple components to be broken down into smaller constituents for sale To create a Recipe item first create the item or select it so that it is displayed on the screen Next press F6 to activate the Recipe builder screen 2004 Artech Corporation Pty Limited 22 enCounter Online Help j Faa 7 7 FT rrd madre Peed ol ae Fi mo STATION LOCATION TIME RECIPE F3 Search F Delete Line ESC Quit lt PG UP gt MAINTENANCE AN A SA Recipe Code Description 1 Stock On Hand Description 2 Units In One Units Used Linked Code Description Linked Item In Recipe In the Linked Code column enter the stock code of the product you want to include as a constituent of the master code do this by typing the code and pressing Enter or using the F3 stock search to locate the product In the Units In One Linked Item field type the number of individual units that exist in the stock item In the Units Used In Recipe field type the quantity of units that are to be used in the master code Continue adding products to the Recipe and when satisfied press F10 to save the recipe Examples Recipe Code 4 CAN BEER CARLTON LT Linked Code R12 CARTLON LT CANS CTN 24 Units in one linked item 1 unit used in recipe Recipe Code 6 SCOTCH amp COKE Linked Code R7 JW RED SCOTCH 1250ML 1250 Units in one linked item 30 units used in Recipe Link
28. gt Prey REPORTS Fistale Fjsvien FlO Print lt PG DN gt Next Fron Location To Location From Department To Department Stock Value From Stock Code Sales History To Stock Code Recipe List From Supplier Stocktake List To Supplier Stock Variances in gg IS ee e Te lol lol Ba nl Ba pul Sort by Department Dissection Y N lt t Print Description Line 2 Y N lt H gt Print Out of Stock Items Y N lt Y gt no stock on hand Use the F7 or F8 key to move the report selector on the left up or down until it rests upon the report you wish to print view Once the report is highlighted enter any available criteria that defines the date Staff member stock code department range etc of the information you are interested in It is important to note that when you first enter this screen all criteria will automatically be set to their relevant extremes ie first and last store locations departments stock codes etc Certain reports have the Sort By option which will further refine your reports place your cursor here and use the Page Up or Page Down key to select your desired option Once you have the criteria entered for the report you want press either the FO key to view the report or F10 to immediately print the report to the report printer defined for this workstation Viewing the report first is recommended 2 2 5 Stock Take The Stock Take function should be used from time to time to r
29. indicating the last date the product was purchased Active a simple flag that indicates the product is current Inactive products will not appear in the search windows at POS but may still be sold if the Stock code is entered or scanned For more information on maintaining stock codes see the following sections 2004 Artech Corporation Pty Limited Menu System Adding a new item 19 Editing an existing item 19 Copying an item 19 Deleting an Item 19 Serialised Items 22 Recipes Assemblies 21 2 2 3 1 Adding Editing and Copying Adding a Stock Item To add a new stock item press the F7 key The screen will show INSERT as the mode in the top right hand corner indicating the system is inserting new stock item s and the form will be blanked ready to accept the item SN Fr Ing F9 Copy Fl sloc lt PG UP gt Faust F 6 ecipa F Del Fl0 Save ESC Quit lt PG DN gt STATION LOCATION Stock Code Description Description Department 1 I ram Last Cost Key Code ier Code Supplier 1 Unit Measures Bin Location Diminishing Allow Discount ji Barcode Label Reg d lt gt Weighable H gt Cale OTY On Price Serialised Alt R Recipe Assemb ly Tax Rate 1 PRICE 6 p Carton Buy Oty Minimum Stock Level Alert Message File Alt M Maximum Stock sg Comment Prompt L Avg
30. output When satisfied press F9 to continue 2004 Artech Corporation Pty Limited 46 enCounter Online Help rri arde Peed of ae F7 Vien Report Criteria Selections From the menu select 6 to output the report or 7 if you wish to keep this report for later Follow the on screen prompts for more help To exit the Reporter program press 9 2 4 6 Setup The Setup sub menu allows for the configuration of the following options System general settings regarding the way enCounter functions External Programs driver and custom program options Stock options related to stock Suppliers options related to Suppliers and Purchase Orders Customers options related to Account Customers Tax options related to taxation 2004 Artech Corporation Pty Limited Menu System 47 STATION STAFF MEMBER ransactions Supplier tock ustomers Layby xternal Programs suppliers ustomers Ta ile Sizing 2 4 6 1 Customers Use this screen to set up options related to Account Customers Simply change any settings and press F10 to save or ESC to cancel el arde Peed of ae STATION STAFF MEMBER CUSTOMER Fl0 Save lt PG UP gt PFrev CONFIGURATION 25 ESc quit lt PG DN gt Hext Default Search Method Marne Show in Customer Search column 3 Mane Show in Customer Search Column 4 Invoice Type Update Balances Y M Show Balances At POS Y N Show Account Stat
31. system It is also possible to do a simple clear of sales files which will automatically delete all processed shifts other than those containing Unfinalised Laybys which must be retained for reference To clear your sales files without entering any criteria press the F8 key 2 5 2 Point Of Sale The Point Of Sale option will take the user straight into POS mode Depending on the status of the shift ie closed or open you will either be requested for a new float or can immediately begin making transactions For more on Point Of Sale including starting and ending shifts see the section POS 6 It is also important to note that when exiting from POS you will always be returned to the Login screen see Logging In 51 regardless of which method you used to begin POS 2 5 3 Sales Reports From the Sales Reports screen it is possible to print and view a large variety of reports relating to the sales information stored from both processed ie completed shifts and in a networked environment shifts currently in progress 2004 Artech Corporation Pty Limited Menu System 57 STATION STAFF MEMBER Fl Help Fi Find Esc Quit PG UP gt Prav F2 tale FY en FLO Frint PG DH gt Maxt Shift Shifts Commenced From lt X Star Locations From 4 64 Held Transactions workstations From 0 Stock By Dept shifts From lt lb Hourly Totals Tenders Transaction List Voids Aborts No Sales Pay
32. system a general maintenance routine as such In these instances you can purge the data from this screen rrid arde Peed of ae STATION 1 STAFF MEMBER MANAGER DATE OF OL 03 TRANSACTION Fl Help Fiscale Fl0 Continue ESC quit PURGE F Clear Sales Files Delete All Completed amp Processed Transactions All Transactions Prior To Cash Sales Prior To Amounts less than Account Sales Prior To Layby Sales Completed Prior To Amounts less than Amounts less than Stock Audit Data Prior To Re index Files on Completion Y N To purge sales information all other users must be logged off the system you will be warned if this is not the case Then simply enter dates into the Prior To fields and whole numbers into the less than 2004 Artech Corporation Pty Limited 56 enCounter Online Help fields It is not necessary to enter a date or amount into all the Prior To fields and fields left blank will be ignored The last option will initiate a Reindex of files once the purging process is completed With your criteria selected press F10 to continue Note Purging can be a time consuming process Depending on the amount of data to be purged and the size of the current files it can take anywhere from a few seconds to many hours It is recommended that the first time you perform a Purge you do so after hours to ascertain the average time required for your
33. the quantity is less than what was initially entered As you complete each line it will be ticked to indicate its processed status If you wish to change the line use the arrow keys to move the cursor to the Stock Code column of the particular line and again use the Enter key to move from field to field etc 2004 Artech Corporation Pty Limited 62 enCounter Online Help 2 6 STATION STAFF MEMBER STOCK TRANSFER Fl Help F4 Stock Fo Recy F Del Fl0 Save lt FG UP gt Fa Find FS Edit F Add F9 Show ESC Quit lt PG DN gt Transfer No Transfer Date ship From Status ship To Outstanding Total Item Steck Code Description 1 Quantity l 4 5 E Supplier Code DESC 2 on Hand on Layby On Order When you have completed receipting the transfer press F10 to save it and complete the process If items where missing the order will remain in the MISSING status and can be fully receipted by using the F5 and repeating the process for the missing items Another function of the Transfers module is the ability to delete or reverse the status of a Transfer Providing a transfer has not been fully receipted you can press the F8 key to change its status to the previous status TRANSIT becomes NEW and can be edited NEW transfers are simply cancelled MISSING transfers have any outstanding items and cancelled and the transfer is completed Lastly the F9 key allow you to toggle
34. 01 03 f TIME 18 37 FlO sava lt PG DN gt SHext sed ESC Quit lt PG UP gt Prev Fo View Unproce store Mas Station 1 Date lt 01 01 02 gt Staff Totals To Store 000 To Station 4 To Date lt 31 12 02 gt dt gt Stock Totals er Department Totals c gt Consolidated Banking Report lt Y gt To process shifts from the Menu operators must answer N No to the question BALANCE TILL NOW when ending shifts For more on starting and ending shifts see the section on POS ss Shifts that have been ended in this fashion are referred to as Finalised but Unprocessed shifts You can view all unprocessed shifts from the Shift Process screen by pressing the F8 key rrid arde Ferd ni ae Store Station Date shift Processed Finalised Process No ert AAA 1 2112 2002 1 N Y 1 RECORDS PRINTED It is also possible to view All shifts regardless of their Processed status by pressing the F7 key Once you have established which shift you wish to process enter the criteria that specifies the shift or range of shifts select which reports you wish to include and press the F10 key to continue This will commence the shift processing procedure For more on processing the 2004 Artech Corporation Pty Limited Menu System 59 shift see the section Ending a Shift ss 2 5 5 Transfers Transfers allows the transfer of stock between stores in a multi store environment
35. 6 Tender 7 Tender 6 Tender 9 Toggle Comments Toggle Tax Exemption Transfers Uneven Exchange void Windows Exit Key Tab Ctrl F7 F2 Shift FS Minus Ctrl S Forward Slash Shift Fo shit F7 Left Arrow shit F2 Alt C FA Delete Insert Down Arrow Up Arrow Alt FS Alt Fl Home Alt FS Alt FI Alt F10 Shitt F4 At L Ctrl F Shift F1 Fr Right Arrow Shift F5 Ctrl FS F Enter Page Down Alt Fe shit F3 Asterisk Esc Shift F10 Alt D F10 Ctrl FA Ctrl FS Ctrl FE F11 Alt F2 Ctrl F3 Ctrl F4 Alt Fa Ctrl F1 Alt FF Right Bracket Shift FE Ctrl E FS Alt F4 Termehar g 356 316 agr Key Ate Alt D Alt FA Ait F10 Alt F2 Alt FS Alt F4 Alt FS Alt Fe Alt FF Alt Fa Alt FS Alt L Alt O Alt R Alt T Asterisk Ctrl F Ctrl F1 Ctrl F2 Ctrl FS Ctrl F4 Ctrl FS Ctrl FE Ctrl F7 Ctrl FG Ctrl FS Ctrl E Ctrl 5 Delete Down Arrow End Enter Esc F10 Forward Slash Home Insert Left Arrow Minus Page Down Page Up Plus Right Arrow Right Bracket Shift Fl Shift F10 shit F2 Shift F3 Shift F4 Shift FS Shift FG Shift F7 shit Fo Shift F9 Tab Up Arrow Termehar Funtion 302 Customer Report 200 Tax Free Sale 360 ExternalSell 369 Hotkey 3 361 Tender 5 362 Tender 363 Window s Exit 364 End Shift 365 Printer Onstatt 356 Toggle Comments 367 Hotkey 1 360 Hotkey 2 294 Layby Report 250 Supplier Report 275 Staff Report 276 Stock Report 42 Cry
36. Code Supplier 1 Unit Measure Bin Location Diminishing Allow Discount Stock Code Description 1 Description Department Last Cost Avge Cost 1 On Hand Barcode Label Req d gt weighable Mb Cale QTY On Price Serialised Alt A Recipe Assembly Tax Rate 1 On Layby RETAIL VIP PRICE 3 PRICE 4 PRICE 5 PRICE 6 p Carton Buy Qty Minimum Stock Level Alert Message File Alt 4 Maximum Stock kl Comment Prompt dt Jb db 4b 4b 4b 4b AR 4b 4 Stock On Order Last Sale Last Buy Extended Stock Code Active Change any relevant details and press F10 to save the Stock Code details After saving you will be back in DISPLAY mode Copying a Stock Item Copying a stock item allows you to quickly add a new product or products based on an existing one To copy an existing stock item and create a new code or codes with code you wish to copy displayed on the screen press the F9 key The screen will show COPY as the mode in the top right hand corner indicating the system is copying an existing stock item The Stock Code field will blank along with the On Hand and On Layby fields 2004 Artech Corporation Pty Limited Menu System 21 STATION LOCATION F3 Find FS Edit F Ins FY Copy Fli Loc lt PG UF gt F Hist F 6 ecipa F Del Fl0 Save ESC Quit lt Stock Coda Description 1 Description
37. Data FROM Store TO Store 666 Store Name Address Address Suburb ne sn PT PP FP PP When satisfied press F10 to save the Transfer Header The system may prompt whether you wish it to suggest a transfer if you select Y Yes to this the system will compare stock levels including Min and Max levels in both stores and will intelligently create a transfer or a number of transfers Alternatively you can select N No to create a transfer manually When the transfer header has been created you should find the cursor flashing in the body of the Transfer page You now have the option to select a stock code and quantity of items you wish to transfer between stores Do this by typing the Stock Code or using F3 to search for an item Press Enter to move from field to field and to automatically save each line and move to the next It is very important to use the Enter key particularly when in the Cost field 2004 Artech Corporation Pty Limited Menu System 61 STATION STAFF MEMBER STOCK TRANSFER Fl Help F4 Stock Fo Recy F Del Fl0 Save lt FG UP gt F3sFind F5 Ed1t Fisadd F9 5how ESC Quit lt PG DN gt Transfer No Transfer Date ship From Status ship To Total Item Steck Code Description 1 l 3 4 5 E Supplier Code DESC 2 on Hand on Layby On Order You may also add in line comments which will show on the print
38. E Bin Location Expected 5 0 H 0 0000 Itens Counted 0 0000 Continue entering stock items and their total counted quantities When you wish to exit and print your report press ESC 2 2 6 Tax Rates To maintain a list of Tax Codes their descriptions and their rates select the Tax Rates menu item el arde Ferd of i adle STATION 1 STAFF MEMBER MANAGER DATE 09 01 03 f TIME 15 25 TAX RATE Fl Help Fi Find F7 Craate FlO 5ave lt PG UP gt Prev MAINTENANCE Fl tale F5 Edit F Dalate ESC Quit lt PG DN gt Next Tax Rate Category 1 Description GST Included Tax Rate 3 10 00 Price to Calculate Tax on lt I gt Included in Price Tax shiek A Character gt Round Tax Calculation Down lt H Exempt Tax Rate Category 2 Input Taxed The Tax Rates screen works like most enCounter maintenance screens where F7 is used to create a new item or F5 to edit an existing entry which is currently displayed on the screen To create a new entry press F7 Immediately you must assign the new Tax Code a unique code from 1 to 99 to easily identify it 2004 Artech Corporation Pty Limited Menu System 27 Once you have selected the Tax code proceed to fill in any relevant details With all the criteria entered press F10 to save the Tax Rate details Editing an existing Tax Code is equally simple With the relevant Tax Rate displayed on the screen press F5 to edit and chang
39. E Line Feed 350 Tender 3 351 Tender 10 352 Tender 6 353 Tender 7 354 Tender 2 355 Tender 3 356 Big Swap 357 Stock Maintain 350 Pay In 16 Uneven Exchange 19 Cash In Drawer Report 339 Discount 3356 Docket Doyen 335 Recall Sale 13 PLU 2T muit 324 Tender 1 309 Tender 4 316 Calculator 317 Search 318 Reprint 319 Void 320 Refund 321 Mo sale 322 Pay Out 323 Direct Dept 47 Clear Idi Hold Sale 330 Discount 331 Convert to Cash 45 Cash aoe Price Level 329 Staff Code 43 SubTotal 3353 Open Account 93 Toggle Tax Exemption 340 Mo Charge 349 Supplier Returns 31 Customer Maintenance 342 Purchase Orders 343 Lay By 344 Order 345 Transfers 346 Comment To Docket 347 Cancel Layby 345 Close Account 9 Amount 320 Docket Up 2004 Artech Corporation Pty Limited 138 enCounter Online Help 6 2 6 2 1 Common Errors Some common errors that occur and their solutions include Shift Exited Prematurely 138 Duplicate Records 138 Duplicate Records If you receive a Duplicate Record error you may need to reindex the files See Reindexing Data Files 139 for more information 6 2 2 Manager Has Exclusive Rights Occasionally the Reindex Files 43 option may cause the system to crash on a large heavily corrupted database When Users try to Log In they receive the error Manager Has Exclusive Rights To correct this problem Press F4 in the enCounter
40. ETURN TRANSACTION 240 HOUR 75 re j Step 4 Press the TENDER TYPE that represents the method of payment you are refunding the customer with 111 2004 Artech Corporation Pty Limited 112 enCounter Online Help 4 2 35 Reports accessing from POS SUBTOTAL Includes GST of Item Count 1 REFUNDED BY Cheque HCHANGE DUE Access to the Reports section is also available from POS When you leave the Reports you will be returned to the POS screen and can immediately begin trading For more on the reports see the following sections Cash in Drawer 113 Customer Reports 113 Layby Reports 114 Sales Reports 114 Stock Reports 115 Supplier Reports 37 2004 Artech Corporation Pty Limited POS Operation 113 4 2 35 1 Cash in Drawer Report Step 1 Press the CASH IN DRAWER key to print a report regarding the status of the cash drawer to the screen erd marte Por ml alle HE station 1 Staff Member MANAGER pme I SV ment Total1 3 117 01 03 17 03 chine im i 1 n Jil L T ot i y f iL Ik ul Ly Float In Fay In Out Total Cash Cheque bankcard Visa Card i a dS oe a a a a A r se Pinar VINers Voucher FORX CASHOUT EFT E lt E5C gt Abort Print OFF x GS a r Price 1 Step 2 Press F10 to print a copy or ESC to clear the report 4 2 35 2 Customer Reports Step 1 Press the CUSTOMER REPORTS
41. G UP gt Prav surname 8 Address Given Phone Step 4 Press SAVE F10 to save User Input lg Continue in the same way as for selecting items for Cash Sale Step 5 Enter deposit amount and press Tender type cash credit card if Tender type is Cash do Step 6 otherwise go to Step 7 Note For deposit payment example refer to Layby Payment 6 2004 Artech Corporation Pty Limited POS Operation 140 00 13 63 Step 6 Enter Tender amount press CASH or PLU ENTER Step 7 Press LAYBY CLOSE enter a description for the Layby and press PLU ENTER 103 2004 Artech Corporation Pty Limited 104 enCounter Online Help 4 2 25 No Charge Item Step 1 To sell the next item for 0 00 press NO CHARGE ITEM the Price Level changes to 9 Step 2 Press a Preset scan a barcode or enter PLU number for the item and press PLU ENTER PECOK i 2004 Artech Corporation Pty Limited POS Operation 4 2 26 No Sale Step 1 Press NO SALE The cash drawer will open no docket is printed 4 2 27 Ordering Transferring at POS enCounter allows quick access to the Purchase Order and Transfer modules direct from POS When you leave either of the modules you will be returned to the POS screen and can immediately begin a transaction See the following sections for more information Pur
42. N STAFF MEMBER TENDER Fl Help Fi cale CONFIGURATION Comments Comments Open Change 3rd Party GL Tender Label Required To Docket Drawer Given Bankable or Debtor Code en Tra a r rai ee ee iil a Add mm i el ed el he eco L i A a A LEGG LEG Fr sil rl ll Ve Vi leal had ALL A A ba bd kii sii 4 Le Le La Lu rn a e n l i i l l l ol a a Ls ls as IA PE EEE E E Eg EG EG Each tender has a Tender Number associated with it These numbers are used in Keyboard 39 settings to define the layout of the keyboard 2004 Artech Corporation Pty Limited 54 enCounter Online Help 2 4 10 Workstations This menu item is used to configure the physical and functional characteristics of the different Workstations using the enCounter system STATION STAFF MEMBER WORKSTATION Fl Help F3 Find Fr Insert Fl0 Save lt PG UP gt Prev MAINTENANCE Fl tale F5 Edit F Dalate ESC Quit lt PG DN gt Next workstation No MP Location Store Code Login Rights Colour Moniter Docket Print an Drawer Port Docket Printer Docket Printer Port Path Report Printer Path Invoice Printer Path Default Sale gt Barcode Label Port Default Cash lt i gt Data Terminal fort Report Printer Port Invoice Printer Port pp pr gami ng n ng poi iy gr a a a f P hr hy hr hal Coisplay Type Docket Comment Docket Comment Dock
43. NGE ITEM press CAN COKE 2004 Artech Corporation Pty Limited POS Operation 89 4 2 15 Gift Voucher Sale Step 1 Press GIFT VOUCHER to pop up a window requesting information about the Voucher eg andenes Polat al Sak en Input VOUCHER Mew Voucher Number Name Amount 0 00 ESC bort __ _ __ __a _ma gt Fl0 Accept Docket Number AMAD10000020 FAA Step 2 Enter the number on the voucher being handed to the customer press PLU ENTER Step 3 optional Enter the customer name or suitable comment press PLU ENTER Step 4 Enter the value of this Gift Voucher Sale press PLU ENTER Step 5 Press F10 to accept 4 2 16 Gift Voucher Tender Step 1 Press GIFT VOUCHER TENDER to pop up a window requesting information about the Voucher Step 2 Enter the number on the voucher presented by your customer press PLU ENTER this will show the amount of the voucher and the optional name if it exists If it does not see Gift Voucher Tender Add Voucher 1 2004 Artech Corporation Pty Limited 90 enCounter Online Help Number EXPTE Name Amount ESC Abort Step 3 Confirm the amount on screen with the amount on the voucher if there is a discrepancy please call your supervisor Step 4 Press F10 to accept Humber Voucher Value Greater Than Sale Value Allow change Y N
44. NTER to select a tick will appear on the right hand side of the selected line Press F10 SAVE Normal end of sale will follow from here 2004 Artech Corporation Pty Limited POS Operation 75 4 2 2 Account Sale Step 1 At any stage of a sale before tendering press ACCOUNT OPEN and select the appropriate Account Customer ENTER 56 lec Status Balance BY EXPIRY DATE Step 2 Continue in the same way as for selecting items for Cash Sale TL Code 19 3562 MISS JOANNE C APPLEBY Account Balance DB 23 35 Docket Number gt CAN BEER CARLTON LT gt COKE 375ML CAN Step 3 Press ACCOUNT CLOSE 2004 Artech Corporation Pty Limited 76 enCounter Online Help User Input y 1 Docket Number gt CAN BEER CARLTON LT gt OOKE 375ML CAN gt RIB FILLET amp VEG EXAMPLE Press OPEN ACC T SALE Select account Press COKE CAN Press CLOSE ACC T SALE 4 23 Account Sale Convert to Cash Sale An account customer converted to CASH will buy at the price level set in their account details but as a cash sale If their account is Tax Exempt or requires a customer references it will be prompted for Step 1 At any stage of a sale before tendering press ACCOUNT OPEN and select the appropriate Account Customer ENTER e lect Status Balance 2004 Artech Corporation Pty Limited POS Opera
45. ORRA Sales FPS Stock REDONS EE Suppler REDOMS sssrinin iinei Reprint Docket AAPP Salesperson Changing sssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnnnr a olei aet A SUD TOLA Has dnndn SUpervisor Code AAA Tax Free Sale soso Tenadering CASI au Tendering Other Types sssssxsnnnnnnnnnnvnnnnnnnnnnnnnnnnnnnnenenernnnnnnnnn Tendering Preset Cash Values rrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn Tendering Split Tendering rrrrrnnnnnnnnnnvnnnnnnnnnnnevnnnnnnnunevenennn Uneven Exchange nunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnvnnnnnnnnnneennnnnnnnr VOI ET EEE EE EE Void Transaction o Starting a New Shift nnnnrennnnnnnnnnnnnnnnnnnennnnnnnnnennnnnnnnnenr US r RIONTS sessie a Registration and Ordering Purchasing enCounter ssececcessssnssseeeeeeeeeeeeees Registering enCounter ccseeeeesecssssseeeeeeseeeeeeees Troubleshooting Advanced Users i nvavavannnnnnnnnnnunnnnnnnnnnnnnvnvannunnvnvavnnnnnnveve Examining Trace log rrnnannnnnnnnnnnnnnnnnnnnnennnnnnnennnnnnnennnnnunennnnne Recreating indexes imuemessissarneransssnnsdesnannenasnanennnnnannanednbanndnn aan O EEE Common Errors suuaevsjusmmeemnismiismdejeimsiviae Duplicate RECOrds avvek Manager Has Exclusive Rights rnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnr Shift Exited Prematurely ssssssannnanavnnnnnvevnnnnnnnnnnnnnnnnnvennvevenenn 3 Help Software Support Index
46. Price Description 2 Department Last Cost Avge Cost On Layby RETAIL VIP PRICE 3 PRICE 4 PRICE Serialised Alt R Rectpe Assembly Tax Rate 1 PRICE pl Carton Buy Qty Minimum Stock Level Alert Message File Alt M Maximum Stock eral Comment Prompt E n Hand LE JE sb JE JL JE JE JE AE AE A Stock On Order Last sale Last Buy Extended Stock Code ACTIVE Each stock item has a number of different components as described below Stock Code this is a unique code that identifies the product If the product is barcoded it is recommended the barcode number be used as this code Description 1 amp 2 two lines of text that describes the product Department a predefined code to which a stock item is linked department or sub group codes group similar items together for reporting purposes Last Cost the last price paid for the item when purchased from your Supplier Avge Cost a weighted average cost of items in stock On Hand the quantity of units in stock On Layby the quantity of units on Lay By Price 1 to 6 up to six levels of pricing are available for each item Price level 1 is generally the default The labels may be changed to something more descriptive for example RETAIL TRADE STAFF etc For more information on changing the Price Labels see Setup Stock 48 Minimum Stock Level this is a quantity value
47. Steck Setup DSTKO Steck DSALDL Sales Header DSALOZ Sales Line Item FILE MUHE ER 107 108 109 110 111 112 113 114 115 116 117 118 11 120 121 le Enter File Number or Return for more files rrd arde Ferd ni ae Current File DSTKD Stock Humber of Records in this file 15 FILE NAME 001501 pS FTO1 05TFO1 DCcFGOl 057401 DERR L DCALO1 DHLP 1 psali DLOcOl DSTFO2 DPeN DMENOL DHLPO DPRCOL DPRCOR 713 Department shift Staff configuration work Station Operater Error Calculator Pos Help sale Line Item Comment Location Staff Sales by shift Printer Setup Other Menu Options Henu Help Shift Process Stock Shift Process Banking Type in the File Number of the data file for which contains the information you wish to report on and press Enter Output A ll records or Slelect records to output Press A to select All records or S to select only records that meet certain criteria If you press S you will then need to input the selection criteria follow the on screen prompts Once you have selected which records to output choose which Index you wish to use to control the Output order of the report 2004 Artech Corporation Pty Limited Menu System aa z oe ee INDEX SELECTION oon See a E E EOKEOgEKE E E DO KE SSE Current File Please select order to output records by STCODE KYCODE STCODE SUCODE STCODE
48. U key the function will generally act upon the data in the input box Most data must therefore be entered before pressing the key Below the User Input box is the Qty Quantity field This field defaults to a quantity of 1 at the start of each sale and after entering each product When you enter a new quantity the new value will show in this field 2004 Artech Corporation Pty Limited 126 enCounter Online Help Quant of nest 1 item shows here Next to the Qty field is the Amt Amount field This field defaults to a value of 0 00 at the start of each sale and after entering each product This means that any products rung up will default to the price of the item as specified in the stock file If however you perform a Price Override then the new price is shown here Any Price Overrides I 00 display here Just below these is the Subtotal window showing the running subtotal in large easy to read characters At the end of a transaction any change is also displayed here 2004 Artech Corporation Pty Limited POS Operation 127 Subtotal and Change shown here On the right hand side is a virtual docket This shows basic information about the sale and lists all the products purchased and payments accepted It is a virtual representation of the docket that is printed to the docket printer il FILLET amp VEG gt RIB FILLET amp VEG
49. aracters Y N Online Status Code offline Status Code Turned Off Status Code Paper Out Status Code The Printer Settings screen works like most enCounter maintenance screens where F7 is used to create a new item or F5 to edit an existing entry which is currently displayed on the screen 41 2004 Artech Corporation Pty Limited 42 enCounter Online Help 2 4 3 2 Slip Set up your layout options for Slip printing from this screen Simply change any settings and press F10 to save or ESC to cancel 2 4 3 3 Validation el arde Ferd of ae STATION STAFF MEMBER SLIP PRINT SETUP Fl Help 10 5ave F2stale E Fo Test ESC 0uTt Form Length 165 Top Margin 15 Bottom Margin Customer Name amp Address Print Line Y N Body ae ae Transaction Header BRR RR RR RRR ERE ee ee Opening Balance Date Time amp Docket 5 Customer Order Number lt Y gt Staff amp Station gt Quantities Payments Ta Ta E Transaction Lines db YIN Footer PG UP gt Praev lt PG DN gt hext Left Hargin Column Y N Sale Total Yo New Account Balance lt Y gt Blank Line es This screen allows you to set up any Validation options It caters for up to 99 different configurations STATION z VALIDATION SETUP Fiabe lete Setup No lt I gt Lines To Line One Of First Validation Lines To Line One Of Second Validation ce To P
50. artment screen works like most enCounter maintenance screens where F7 is used to create a new item or F5 to edit an existing entry which is currently displayed on the screen To create a new entry press F7 Immediately you must assign the new Department a unique code to easily identify them this is usually some abbreviation for instance ELECT for Electrical or MISC for Miscellaneous The code is up to you but must be unique from any other Department code already on the system in any case you will be warned if you select a code that clashes with an existing code Once you have selected the Department code proceed to fill in any relevant details With all the criteria entered press F10 to save the Department details Editing an existing Department is equally simple With the relevant Department displayed on the screen press F5 to edit and change the details When finished press F10 to save them again 2004 Artech Corporation Pty Limited Menu System 17 2 2 3 Maintain Stock The Maintain Stock option allows you to manage your stock items STATION LOCATION STOCK Fi Find FS Edit F slns F stopy Flisloc lt FG UP gt MAINT FJsHist Fb Recipe F Del FlO Save ESC Quit lt PG DN gt Stock Code Description 1 Key Code ter Code Supplier 1 Unit Measures Bin Location Diminishing Allow Discount lt i gt Barcode Label Reg d c gt Weighable he Cale OTY On
51. ast Period field will display the last date you performed the previous End of Period In the Closing Date field type the date that represents the last day for the accounting period you have selected Choose whether to print statements whether to print statements to inactive customers and whether to age the accounts A common method of practise is to run the process twice the first time to print the statements the second time to age the accounts Using this method ensures that if an error occurs whilst printing the statement can be accurately reprinted When you are ready to print statements and or age the account data press F10 If you would prefer to print the statements to a data file press F9 instead any statements produced will be output to the file STMENT LST 2 1 3 Layby Reports From the Layby Reports screen it is possible to print and view a number of reports regarding your Layby customers and the products on Layby 2004 Artech Corporation Pty Limited Menu System 11 rrd madre Meee ol 7 aie STATION STAFF MEMBER ESC 0uTt Fl0 Print Fi Find FoSV en Fl Help Fi Cale From Store Overdue Payments From Station Transaction List Sales Transaction List Payments stock amp Department Customer List Line ten Audit List Current Laybys History Report Days Since Pym t lt PG UP gt Prev PG DH gt Mext Use the F7 or F8 key to move the report selec
52. chase Orders 105 Transfers 106 4 2 27 1 Purchase Orders Step 1 Press the PURCHASE ORDER key to jump straight into the Purchase Orders module STATION STAFF MEMBER Order No I Supp lier ship To utstanding Total Item Stock Code Description 1 DO p Er GU i LAR Ft A Supplier Code DESC 2 On Hand On Layby On Order Tax Type Alt F3 Tax Rate See Purchase Orders 29 for more information 105 P O Fl Help FJ 5tock F ecy F Del Fl2 In Full Fl0 Save F3 Find FS Edit Fr Hew FY Show Fll Reprint ESc 0u1t Order Date 02004 Artech Corporation Pty Limited 106 enCounter Online Help 4 2 27 2 Transfers Step 1 Press the TRANSFERS key to jump straight into the Transfers module rri mdrr Peed of ae STATION STAFF MEMBER STOCK TRANSFER Fl Help F4 Stock Fo Recy F Del Fl0 Save lt FG UP gt F3sFind FS Edit Fisadd F9 5how ESC Quit lt PG DN gt Transfer Wo Transfer Date ship From Status ship To Outstanding Total Item Stock Code Description 1 Quantity l 3 5 E q Supplier Code DESC 2 Carton On Hand On Layby On Order Unit See Transfers 59 for more information 4 2 28 Pay In Step 1 Enter value Step 2 Press PAY IN Step 3 Enter comments about pay in and press PLU ENTER 2004 Artech Corporation Pty Limited POS Operation
53. customer is paying by moving the selector up or down with the arrow keys press PLU ENTER to allocate the payment which will then be marked by a tick To unselect highlight the docket and press PLU ENTER the amount of payment will be adjusted as each invoice is selected or unselected Select Docket To Pay Code Total Owing Payment Paid Paying Balance PLU ENTER Select Docket Fl0saccept Payments ESC Quit It the customer is paying more than the outstanding balance or does not want the payment allocated to an outstanding invoice the payment can be allocated to Sundry for later application via Apply Payments Step 6 Press F10 SAVE 2004 Artech Corporation Pty Limited enCounter Online Help ACC q Opening Balance 554 40 dE Balance 34 4 L Note You are also able to sell items to the Account Customer when they are making an account payment include the sale items before accepting the payment in Step 2 EXAMPLE Payment by Cash Press OPEN ACC T choose account press PLU ENTER Enter 5 0 0 0 press CASH Press 1 0 0 O 0 press CASH or PLU ENTER Payment by Other Tender Type Press OPEN ACC T choose account press PLU ENTER Enter 5 O 0 0 press CHEQUE Enter Payment Details if required press PLU ENTER Press CLOSE ACC T To select the invoice press DOWN ARROW until the invoice you require is highlighted Press PLU E
54. de label printer Weighable if the product is weighable and you are using a Wedderburn Avery or similar device connected to the register set this to Y Calc QTY on Price Setting this option to Y will make the system calculate the quantity based on the Price entered Popular in fuel systems Serialised if the item has unique serial numbers and you would like to initiate serial number tracking set this to Y For more on serial numbers see Serialised Items 2 Recipe Assembly this is a read only field that indicates whether the product is composed of a number of other products ie a recipe or assembly For more on recipes see Recipes Assemblies 2 Tax Rate this field links to a pre defined tax code which sets the rate of tax for this item For more on tax codes see Tax Rates 2 Carton Buy Qty a number here indicates that the product is sold in cartons and this is the quantity of items contained within one carton When suggesting an order the system will only order in multiples of this quantity Alert Message File this field specifies a text file that is displayed to the screen and or printed to the docket when the item is sold Press ALT M to edit the message file Comment Prompt if this field is non blank the system will prompt for a comment when the product is sold with this field as the message prompt Last Sale a read only field indicating the last date the product was sold Last Buy a read only field
55. dit sale type depending on the value of the return against the tem taken EXAMPLE press LITRE COKE press UNEVEN EXCHANGE press CAN COKE 4 2 47 Void Item Within a sale if you need to delete an item Step 1 Press VOID 2004 Artech Corporation Pty Limited POS Operation 123 Select Item To Void PGN PGUP ENTER Select pRIB FILLET amp VEG 15 504 SSS Step 2 Enter PLU number of item to be voided or press use the UP or DOWN arrows to select the item to be voided Step 3 Press PLU ENTER Note Once a tender has been accepted an item cannot be voided 2004 Artech Corporation Pty Limited 124 enCounter Online Help 4 2 48 Void Transaction Whilst no transaction is in progress Step 1 Press VOID VOID DOCKET Value Custoner Name Fe View Docket ENTER Se lect Step 2 Select the docket number of the transaction to be voided current shift only and press PLU ENTER ft VOLD TRANSACTION CANCELLING DOCKET AAAD1000049 Dock nb ANOLON HCHANGE DUE 2004 Artech Corporation Pty Limited POS Operation 125 4 3 POS Screen When you start POS you will see a screen similar to the following The first thing to focus on is the User Input box in the top left This is the main input box If you type numbers and letters they will appear here In general when you push a function key eg the PL
56. e Cost On Hand On Layby METALL VIF PRICE 3 PRICE 4 PRICE A NN A UA A O US Stock On Order Last Sale Last Buy Extended Stock Code Active Firstly you must assign the new product a unique code to easily identify them this is usually the barcode number of the time but may be anything providing it is unique from any other Stock code already on the system in any case you will be warned if you select a code that clashes with an existing code Once you have selected the Stock code proceed to fill in any relevant details It is important to note that Departments and Suppliers to which each product is linked must exist prior to creating the product With all the criteria entered press F10 to save the Stock Code details After saving you will still be in INSERT mode and can continue 2004 Artech Corporation Pty Limited 20 enCounter Online Help entering new products To exit INSERT mode simply press ESC the last product entered will be shown on the screen Editing a Stock Item To edit an existing stock item with code displayed on the screen press the F5 key The screen will show EDIT as the mode in the top right hand corner indicating the system is editing the currently displayed stock item STATION LOCATION FisFind FS Edit F sIns F s Copy Fl sloc lt PG UP gt F Hist F ecipe F Del Fl0 Save ESC Quit lt PG DN gt Key Code ter
57. e the details When finished press F10 to save them again enCounter comes with several Tax Rates pre configured Worth noting are Tax Code 1 and Tax Code 3 which are the same Tax rate but applied differently Stock codes linked to tax code 1 have the 10 tax already included in the price Stock codes linked to tax code 3 however will calculate the extra 10 at time of sale 2 2 7 Tax Reports The Tax Reports screen encompasses a number of reports that indicate both taxes paid and taxes collected rri arde Peed of ae STATION STAFF MEMBER Fl Help Fi Find ESc Quit PG UF gt Prev F2 cale FYsV en FlO Print PG DH gt Hert From Store I we SALES To Store Tax Summary From Station Sales Transaction List To Station I Item Transaction List From Date lt Stock By Department To Date lt Item Exenption Report sr STOCK RECEIPTS Tax Summary Purchase Order List Purchase Order Item List Stock Ey Department Use the F7 or F8 key to move the report selector on the left up or down until it rests upon the report you wish to print view Once the report is highlighted enter any available criteria that defines the date staff member stock code department range etc of the information you are interested in It is important to note that when you first enter this screen all criteria will automatically be set to their relevant extremes ie first and last store locations etc
58. e with the tendering process If however you do require a Tax Invoice press Y to display the following screen dira al falk Wednesday 04 02 2004 CASH 2004 Artech Corporation Pty Limited 80 enCounter Online Help The minimum requirements imposed by the ATO is for either a Customer Name WITH ABN or Customer Name WITH full address as in the following two examples In the instance an ABN is supplied enCounter validates that it is in fact a valid ABN Customer Name 8 ABN anean Falai ql Takk ET MANAGER 860188 Wednesday 04 02 2004 CASH Customer Name with full address il MANAGER Artech Corporation 4 Joly Parade Hunters Hill Wednesday 04 02 2004 CASH 2004 Artech Corporation Pty Limited POS Operation 4 2 6 Clear User Input Step 1 Press CLEAR IN A SALE this will clear any user input items on the screen including Qty amp Amount AFTER A SALE clears the last docket from the screen 4 2 7 Comment On Off Turns End of Transaction Comment On or Off if the system is configured for one Step 1 Press COMMENT ON OFF you will notice that the Comment status shown in the bottom status bar 4 2 8 Credit Note Refund Step 1 Follow instructions for a Refund 110 Step 2 When complete press instead of pressing a Tender Key press CREDIT NOTE Step 3 The refund will be finalised and printed
59. ecount the stock quantities This will help ensure the accuracy of the system which is eroded by factors such as theft and operator error 2004 Artech Corporation Pty Limited Menu System 25 el arde Ferd oof ae STATION LOCATION F3 Find F ead POE ESC Finish lt PG UP gt Prev Fl He p FlZ Location lt PO DN gt Mext Stock Coda Description 1 Description 2 Bin Location Expected 0 H Items Counted To count stock items first enter the code of the item you wish to count The first time you do this you will be prompted to select the reporting options you wish Choose between N for none V for variances only or A to print a list of all the stock counted LOCATION E F sRead POE EscsFinish lt PG UP gt Prevy Fl sLocation lt PG DN gt Next escription 1 escription 2 Bin Location Expected 0 H Itens Counted Having selected the appropriate stock code the cursor will be moved to the Items Counted field Type in the total quantity of units that exist for this item and press Enter 2004 Artech Corporation Pty Limited 26 enCounter Online Help erd arde Ferd ni i ale STATION 1 LOCATION Default Store 09 01 03 TIME 14 43 F3 Find F Read POE ESC Finish lt PG UP gt Prev Fl He lp Fl2 Location lt PG DN gt Next stock Coda 9300022171333 Description 1 GODDARDS POLISH Description 2 FOR FIME FURNITUR
60. ed transfer Simply enter asterisk as the Stock Code You will then be prompted for a two line comment Type the two lines in and press F10 to save the comment or ESC to cancel Continue adding stock items to the Transfer and when satisfied or the maximum number of lines have been reached generally 96 press F10 to process the transfer If you leave the body of the transfer by pressing ESC you can return to editing by pressing the F5 key when the order is displayed Essentially any order with a NEW status has not yet been processed When you press F10 to process the order you get the option to print a copy of the Transfer and must of course answer Y Yes to the question Process this transfer Processing a transfer will deduct the stock from the sending store and place it in limbo until the transfer is receipted The status of the Transfer changes from NEW to TRANSIT to signify that the goods are in transit To receipt a transfer firstly select the transfer so that it is displayed on the screen The status of the transfer must be TRANSIT Next press F6 to enter the receiving mode Just like when the transfer was created use the Enter key to jump from field to field and when in the Cost column jump from line to line this is important If you decide to enter a quantity into the Quantity field this will overwrite the sent amount and may result in the transfer moving to a MISSING Status if
61. ed Code R8 COKE 1250ML 1250 Units in one linked item 70 units used in Recipe 2 2 3 3 Serialised Items enCounter supports the tracking of Serial numbers on stock items If you enter Y in the Serialised field of the stock item then system will prompt for the relevant quantity of serial numbers when the product is either purchased or sold 2004 Artech Corporation Pty Limited Menu System You can check the status of serialised items from the Maintain Stock screen by pressing ALT R with the product in question displayed on the screen el arde Peed ni i ale STATION LOCATION Serial Number lt FlQ gt Print List Maximum Stock Level Comment Prompt stock On Order Last sale Last Buy Extended Stock Code Active To check the status of sold items press the F3 key el arde Peed of ae STATION LOCATION sertal Number Enquiry For Stock Item MOB ERICSSON COLOUR SCRE MODEL 6865855 serial Number Date Sold Docket lt F35 5 how On Hand Stock lt FlQ gt Print List Maximum Stock Level Comment Prompt stock On Order i Last Sale Last Buy Extended Stock Cade Active 2004 Artech Corporation Pty Limited 24 enCounter Online Help 2 2 4 Reports From the Stock Reports screen it is possible to print and view a number of reports directly relating to your Stock STATION FlsHalp F3 Find Esc Quit lt PG UP
62. ee 70 Account PAY MEN bai ias 71 ACCOUNT SEG 75 Account Sale Convert to Cash Sale annie 76 AGA ABN nacida 77 Casm Sale EE NA NN a dit 78 EG 51 A EEE EEE EE 79 Clear Ver NN aeaa i e aaaea aa Erie aaa aa aa aaeoa a aaa Eaa oa E araea ai 81 COMMER NN TT avvrvvveaavaavvcaa4Aa avveie veven 81 Credit N te PG A II sratinaliucsnue Nuaieverieetnneweuatiiaas 81 Department Sale Depi KEY ios 81 Department Sale Preset Key uaveveevevsns enn eemseneeeN endene 83 Discount Dollar Valle cosida 84 DISCOUNT Percentage VALG aria 85 ENG Snill End OF D asset 86 Exchange MEN sosser 87 SVT SE AO 89 Gt Voucher Tender sicario ais 89 Gitt Voucher Tender Add Voucher airrsratatainn AAA AA RA A 91 o AAA NN Oo OO 93 en Sale PLUR se 93 Item Sale Preset KEY Lee 94 L D GREEN RR 95 Lay by Pay MEN ss 96 Layby Sale EXISHING Customer asar 100 bAaVDY Sale NeW CUSTOM Ea 101 NOME HEM nr ind 104 NO SUE taa eiii cedidas 105 Ordering Transterringiat POS con ane 105 Pre SS atentado ciel ae eee cinta dolore 105 VE 106 gt PP 106 2004 Artech Corporation Pty Limited Contents ll Part VI 1 2 4 Reindexing Data Files Quantity Changing sssvvvnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn E AAA EL gt EE Reports accessing from POS uusssunnnnnnnnnnnnnnnnnnnnnnnnnnnnneeeen Cash in Drawer Report rrrrrrrrrrnnvrvnnvvrnrnnnnnnsrrrrrrnernnnn Customer Repor EE Eno A ania EEEa EA EERE N
63. een If a previous shift is outstanding you will receive another message and when you press ESC to clear the message will now be processing that shift rri arden urd vil i le Fl Help Fi tale Continue processing any outstanding shifts in the above manner until you are returned to the Login screen 69 2004 Artech Corporation Pty Limited 70 enCounter Online Help 4 2 Back to Top 61 Function Index The Function Index is a complete list of all the POS features available and how to perform them Before you can use the functions however they must be defined on the keyboard For more information on assigning functions to keys see the Keyboard 3 section For details on each function including many examples see the following sections Account Payment 71 Account Sale 751 Account Sale Convert to Cash 76 Add ABN 77 Cash Sale 7s Clear User Input st Comment On Off si Credit Note Refund st Department Sale Dept Key st Department Sale Preset Key 83 Discount Dollar Value 84 Discount Percentage Value 85 End Shift End of Day 36 Exchange Item 287 Gift Voucher Sale 89 Gift Voucher Tender 291 Gift Voucher Tender Add Voucher ss Hold Sale 93 Item Sale PLU Key ss Item Sale Preset Key 94 Layby Payment Layby Sale Existing Customer 100 Layby Sale New Customer 101 Layby Cancelling 9 No Charge Item 1104 No Sale 105 Ordering Trans
64. elp F4 Steck Fo Recy F Del Fl2 In Full Fl0 Save Fi Find FSsEdit F HNew F9 Show Fll Reprint ESc Quit ORDER NO Order Date SUPPLIER E Name Address Address Suburb Phone Fax Contact Deliver On x Deliver To Store Name Address Address Suburb When satisfied press F10 to save the Order Header The system may prompt whether you wish it to suggest an order if you select Y Yes to this the system will compare stock levels for the stock items linked to this Supplier including Min and Max levels and will create an order or a number of orders as required Alternatively you can select N No to create a Purchase Order manually 2004 Artech Corporation Pty Limited Menu System 31 When the order header has been created you should find the cursor flashing in the body of the Purchase Order page You now have the option to select a stock code and quantity of items you wish to purchase from the indicated Supplier Do this by typing the Stock Code or using F3 to search for an item Press Enter to move from field to field and to automatically save each line and move to the next It is very important to use the Enter key particularly when in the Cost field When in the Cost column you can accept the default cost price or type over it with a new price You will also get the option to do this when receipting the order which will allow for any not yet known price diff
65. ems have been rung up and the customer tenders a note that you have as a pre set Cash Value Key Step 1 Press PRE SET VALUE that corresponds to the note the customer is tendering EXAMPLE press 50 CASH for a sale of 25 50 change of 24 50 will show on screen docket and customer display 4 2 45 Tendering Split Tendering Once all the items have been rung up Step 1 Enter value must be less than total due Step 2 Press TENDER TYPE the docket will show the Balance Due and a message will be displayed Sale not Complete Step 3 If the Comment screen appears enter comment and press PLU ENTER Step 4 Repeat from Step 1 until the Total value has been paid EXAMPLE press CAN COKE press LITRE COKE press LITRE COKE press 5 J 0 0 VISA press 5 J 0 0 CASH 2004 Artech Corporation Pty Limited 122 enCounter Online Help 4 2 46 Uneven Exchange Step 1 Sell item s as normal by entering PLU code or by scanning the item the customer wishes to purchase Step 2 Press UNEVEN EXCHANGE then enter the PLU code or scan the item the customer is returning Eg tilbunir Polat al Sake _1 Amt Docket Number gt 128MB RAM Includes GST of Item Count 1 ENTER ITEM CODE FOR CREDIT Step 2 Tender as per a standard sale type The docket will show the item taken less the item returned and the balance paid Can also work as a refund cre
66. ending on the way the user has been configured If the user has been assigned an N to signify the function is disallowed the system will prompt for a Supervisors Code ENTER SUPERVISORS CODE A Supervisor must then type their code and press PLU Enter The system will then prompt for the Supervisors Password 2004 Artech Corporation Pty Limited 132 enCounter Online Help 5 ENTER PASS ORD If the Supervisors Code and Password match the function is permitted until the next time the user attempts to perform it again Attention should be taken not to confuse the Supervisors Code with the Password always check the question being asked before typing your password Alternative to the above operation if the user has been assigned a number representing a keylock position of an IPC POS keyboard the system waits until the key is inserted to the required position to proceed or the user press ESC to cancel Registration and Ordering Registration is the process of providing us Australian Retail Technology with information about yourself and in turn receiving an Unlock Code Registration Key that unlocks the enCounter system and removes any restrictions Having enCounter require registration not only protects our intellectual property from unauthorised use but also enables us to notify you of any changes amendments or extra features for enCounter Information provided to Australian Retail
67. erences STATION STAFF MEMBER Fl Help F4 Steck Fo Recy F Del Fl2 In Full Fl0 Save F3 Find FS Edit F Mew F9 Show Fll Reprint ESC Quit Order Mo F Order Date Supp lier Status ship To Outstanding Total Item Stock Code Description 1 Quantity 1 6 Supplier Code DESC 2 On Hand On Layoy On Order Unit Tax Type Alt F3 Tax Rate Tax Amount You may also add in line comments which will show on the printed order Simply enter asterisk as the Stock Code You will then be prompted for a two line comment Type the two lines in and press F10 to save the comment or ESC to cancel Continue adding stock items to the Purchase Order and when satisfied or the maximum number of lines have been reached generally 96 press F10 to process the order If you leave the body of the order by pressing ESC you can return to editing by pressing the F5 key when the order is displayed Essentially any order with a NEW status has not yet been processed When you press F10 to process the order you get the option to print a copy of the Purchase Order and must of course answer Y Yes to the question Process this order Processing a order will add to the On Order field of the stock item thereby preventing reordering The status of the Purchase Order changes from NEW to PENDING to signify that the goods are awaiting delivery 2004 Artech Corporation Pty Limited 32 enCounter Onl
68. ers screen works like most enCounter maintenance screens where F7 is used to create a new item or F5 to edit an existing entry which is currently displayed on the screen To create a new entry press F7 Immediately you must assign the new Supplier a unique code to easily identify them this is usually some abbreviation for instance JOESMEATS for Joes Quality Selected Meats The code is up to you but must be unique from any other Supplier code already on the system in any case you will be warned if you select a code that clashes with an existing code Once you have selected the Supplier code proceed to fill in any relevant details A number of user fields are supplied for custom information and attention should be paid to the criteria that appears in the Supplier Search window to facilitate easy location of codes With all the criteria entered press F10 to save the Supplier details Editing an existing supplier is equally simple With the relevant Supplier details displayed on the screen press F5 to edit and change their details When finished press F10 to save them again 2 3 2 Purchase Orders Purchase Orders encapsulates the ordering and receipting process of purchasing stock from your Suppliers Whether or not you physically present suppliers with official orders this is the area of enCounter where you receipt the entry of stock into the system enCounter also supports orders delivered direct to remote stores i
69. ess CASH enter 5 0 O 0 press CASH or PLU ENTER Pay by other Tender Type enter 2 0 O 0 press CHEQUE enter payment details if required press PLU ENTER press LAYBY CLOSE 2004 Artech Corporation Pty Limited 100 enCounter Online Help 4 2 23 Layby Sale Existing Customer Step 1 Press OPEN LAYBY and select the appropriate customer Save FLO NEW Customer ENTER Select Address address Step 2 If more than one layby select by identifying comment i e Mums Birthday Alternatively if you wish to start a new Layby for this customer press F10 User Input i g SELECT LAYEY Docket Description C Cance 2 FlD New Layby ENTER Select Wane Total Laybys Total Owming Last Payment 2004 Artech Corporation Pty Limited POS Operation 101 4 2 24 Layby Sale New Customer Step 1 Press OPEN LAYBY 0 00 OPEN LAYEY mul FOE ESC Cance Save FLU NEW Customer Addressl Step 2 Press F10 to create a New Customer ADO LAYBY Fl Help F5sEd1t Fl0 Save lt PG DN gt Hext CUSTOMER Fi cale ESc Quit lt PG UP gt Prev Surname Given Phone Step 3 Enter Customer details 2004 Artech Corporation Pty Limited 102 enCounter Online Help rrd madre rar nd aie STATION STAFF MEMBER ADD LAYBY Fl Help F5sEd1t Fl0 Save lt PG DN gt Hext CUSTOMER Fi tale ESC 0uTt P
70. ess HOLD SALE 4 2 19 Item Sale PLU Key Step 1 Enter PLU number for the item 93 2004 Artech Corporation Pty Limited 94 enCounter Online Help Step 2 Press PLU ENTER P gt SCOTCH DRY eq Scanning a barcode automatically performs the above two steps EXAMPLE press 7 press PLU ENTER press CASH 4 2 20 Item Sale Preset Key Step 1 Press PRE SET PLU for the item COKE 3 5ML CAN LIE E i EXAMPLE 2004 Artech Corporation Pty Limited POS Operation press CAN COKE 4 2 21 Layby Cancelling Step 1 Press OPEN LAYBY and select the appropriate customer o 00 sa OPEN LAYEY Given 25 05 7 Erefanra Lal LANGE Step 2 If more than one layby select by identifying comment i e Mums Birthday 0 00 User Input UEY A SELECT LAYBY E ESC Cance Fl View Docket F10 New Layby Name ENTER Select Total Laybys ing Last Payment The docket will reprint showing all items on layby and payments to date Step 5 Press LAYBY VOID 95 2004 Artech Corporation Pty Limited 96 enCounter Online Help BUD CANCEL LAYEY T N Step 6 Press Y to cancel the Layby Default refund is by cash Please discuss with your dealer other refund options If this customer has no more laybys a message box will appear to confirm deletion of customer from data base
71. et Comment Default Acc t l gt Validation bb gt Message Display AltiM Edit lt H gt Logged In shift Na Next okt The Workstations screen works like most enCounter maintenance screens where F7 is used to create a new item or F5 to edit an existing entry which is currently displayed on the screen 2 5 Transactions The Transactions menu consists of functions and process generally relating to the movement of existing stock including Point Of Sale ss jump straight to POS mode Shift Process 57 process shifts in a secure environment from the Menu Sales Reports 5 a variety of reports with drill down options that can be viewed or printed File Purging 551 a maintenance utility to delete old information Transfers 59 transfer stock between stores in a multi store environment 2004 Artech Corporation Pty Limited Menu System 55 rrd arde rar nd i ale STATION STAFF MEMBER Supp lier tock ustomers Layby 5 00455 Sales Reports ile Purging ransfers 2 5 1 File Purging From time to time you may find it convenient to delete purge older sales information or stock audit records that are no longer required Alternatively you may have disk limitations requiring you to maintain the files and keep them from increasing too large in size Lastly you may like to remove older information to free up resources and increase the speed of the
72. ferring at POS 105 Pay In 106 Pay Out 107 Price Level Changing 108 Printer On Off 108 Quantity Changing 109 Recall Sale 110 Refund 110 Reports accessing from POS 112 Reprint Docket 116 Salesperson Changing 116 Stock Search 117 2004 Artech Corporation Pty Limited POS Operation 71 Sub Total 118 Supervisor Code 118 Tax Free Sale 119 Tendering Cash 120 Tendering Other Types 121 Tendering Preset Cash Values 121 Tendering Split Tendering 121 Uneven Exchange 122 Void Item 122 Void Transaction 124 4 2 1 Account Payment Step 1 Press ACCOUNT OPEN and select the appropriate Account Customer ESCatance 21051354 Status Balance HOBBY EXPIRY DATE Step 2 Enter an amount to be allocated to the account and press a tender key e g CASH If Tender Type is not go to Step 4 71 2004 Artech Corporation Pty Limited 72 enCounter Online Help User Input 30 00a p ENTER AMOUNT TENDERED Step 4 Press ACCOUNT CLOSE 2004 Artech Corporation Pty Limited POS Operation 73 select Docket To Pay Code Total Owing Payment Paid Paying Balance PLU ENTER Select Docket FlO Accept Payments ESC QuIt Step 5 Select invoice s dockets the
73. followed by the customers copy of the Credit Note which they should retain 4 2 9 Department Sale Dept Key Step 1 Enter value Step 2 Press 2004 Artech Corporation Pty Limited 82 enCounter Online Help Step 3a Enter Department number for this item if known and press DEPT or go to Step 3b User Input y pocket Number SEAFOOD L men Y Step 3b If Department number was unknown press DEPT and select the Department from the list 2004 Artech Corporation Pty Limited POS Operation Esc Cance EXAMPLE Press 2 5 J 5 0 Press Press 4 Press DEPT 4 2 10 Department Sale Preset Key Step 1 Enter value for sale Step 2 Press PRESET DEPT for this item EXAMPLE Press 2 5 0 0 Press SEAFOOD 83 2004 Artech Corporation Pty Limited 84 enCounter Online Help 4 2 11 Discount Dollar Value To apply a discount to an existing sale or item Step 1 Enter value Docket Number HRIB FILLET amp VEG Note If a discount is entered after a SUBTOTAL this discount is applied to all items above the Subtotal Will not discount items where Allow Discount is set to No in the stock file 2004 Artech Corporation Pty Limited POS Operation 85 4 2 12 Discount Percentage Value To apply a discount to an existing sale or item Step 1
74. gt 5 gt gt 5 gt ceeds ected gt gt 5 gt d des Variance gt gt gt gt Amount Oty Amount Oty Amount Total Cash Cheque Bankcard Mastercard Visa Card Amex Diners Voucher FORX CASHOUT EFT Total Other Total cash amp other From this screen continue to enter the quantities and total values for all your Tender Type shown on the left in the Actual column Use the PLU Enter key and the arrow keys to move the cursor around the screen and complete the form rri mdrr urd vil i ad STATION STAFF MEMBER Fl Help F4 Count Cash FlO Accapt Fi cale ESc quit Please Enter Drawer Monies for Store Stat shift e Actual gt gt gt setet Expected gt gt gt lt lt lt Variante gt gt gt gt ty Amount Oty Amount ty Amount Total Cash Cheque Bankeard Mastercard Visa Card Amex Diners Voucher FORA CASHOUT EFT Total other Total cash 4 Other When you are satisfied with the values you have entered in the actual column press the F10 key to Accept the count The system will now compare the values you have entered with the values it has calculated and if any variances exist will display an error message similar to the following 2004 Artech Corporation Pty Limited 68 enCounter Online Help Pre Fla ad als R E Ed count Cash FlO Accapt ESC Quit Please Enter Drawer Monies for 5 OPERATOR ERROR D hers Voucher FORK CASHOUT EFT Total Other Total cash amp
75. hlight the User Menu 2004 Artech Corporation Pty Limited 64 enCounter Online Help 3 and the item you wish to edit and then press F5 ransactions Supplier tock SHELL TO DOS Edit RADID CFG Print Barcodes aT 1040 change Rates Menu Name 2 Barcode bel med P Export Program PLABEL PTw der Reset HotKey E Type in the changed details and press F10 to save again Deleting a User Item To delete a user item on the menu first highlight the User Menu and the item you wish to delete and then press F8 Overview of enCounter enCounter Retail Management System is a powerful and functional Point of sale Stock Management tool designed for retailers A complete solution to the rigours of running a retail business it integrates POS Stock Debtor and Supplier modules in a single easy to use package Scalable enCounter can be configured for one store or many and is designed for both the small and large retailer alike With a wealth of customised options and the ability to add further enhancements through modification enCounter is flexible and suitable 2004 Artech Corporation Pty Limited Overview of enCounter 65 3 1 4 4 1 for a variety of applications See who uses enCounter 6 for a list of business types that have made enCounter a valuable part of their success Who uses enCounter enCounter is used in a wide range of businesses throughout Aust
76. ine Help To receipt an order firstly select the order so that it is displayed on the screen The status of the order must be PENDING Next press F6 to enter the receiving mode Just like when the order was created use the Enter key to jump from field to field and when in the Cost column jump from line to line this is important If you decide to enter a quantity into the Quantity field this will overwrite the originally ordered amount you will then have the option to cancel undelivered stock or retain the order as a BACKORDER for future delivery As you complete each line it will be ticked to indicate its processed status If you wish to change a line use the arrow keys to move the cursor to the Stock Code column of the particular line and again use the Enter key to move from field to field etc STATION STAFF MEMBER P O Fl Help F4 Steck F ecy F Del Fl2 In Full FlO sSave F3 Find FS Edit Fr Hew F9 Show Fll Reprint ESc 0u1t Order Mo F Order Date Supp lier Status ship To standing Total Item Steck Code Description 1 Eo p Se a a LAR Pk A Supplier Code DESC carton On Hand On Layby On Order Unit Tax Type Alt F3 Tax Rate Tax Amount When you have completed receipting the order press F10 to save it and complete the process You will be prompted for an invoice number and to accept the invoice value and any tax present It is important that the tax and total amount ma
77. ith the details you have entered an error will display the system will stay on the Registration screen and the Unlock Code will be replaced with the word INVALID Please re check your Registration Details and correct any discrepancies paying special attention to any double spaces between words Go back to Step 4 rrid arde Foord of ae STATION 1 STAFF MEMBER MANAGER 1 01 03 FlO 5ave ESC Quit REGISTRATION ENTRY Fl Help F5 Edit Fi cale Company Mame AUSTRALIAN RETAIL TECHNOLOGY Address Lines ABN 52 003 860 158 ET Software DEMONSTRATION ONLY Ph OG 9809 6095 Fax 0 9808 3052 Number of Stations Chars in Store Code Currency Character Serial Number Unlock code 2 5 530000000 EA If all else fails contact us for personal assistance For contact methods 2004 Artech Corporation Pty Limited 136 enCounter Online Help see the section Help 139 6 Troubleshooting These pages are designed to help you find solutions to problems that may occur during operation of enCounter Select from the following topics Reindexing Data Files 139 a maintenance utility that improves the integrity of your data files Common Errors 138 solutions to common problems Advanced Users 13 extra solutions for users familiar with Windows Help 139 support contacts for when you need personal assistance 6 1 Advanced Users Advanced Users ma
78. key to jump straight into the Customer Reports module rri mdrr Foord ni ade STATION 1 STAFF MEMBER MANAGER DATE 10 01 03 TIME 11 05 CUSTOMER Fl Help F3 Find ESc Quit PG UF gt Prev REPORTS Fi cale Edi Fl0 Frint PG DN gt Next Fi Report F From Customer 23589 To Customer VIPL Statement Reprints Transactions To lt 10 01 03 gt Debtors Trial Balance Account Transaction List VIP Transaction List Transaction List Payments Stock by Dept Account Sales Stock by Dept by Customer Stock by Dept by VIP Customer Listing See Customer Reports 14 for more information 2004 Artech Corporation Pty Limited 114 enCounter Online Help 4 2 35 3 Layby Reports Step 1 Press the LAYBY REPORTS key to jump straight into the Layby Reports module el arde Ferd of ae STATION STAFF MEMBER Fl Halp Fi Find ESc Quit PG UP gt Prev Fi cale FSW ei FIQ Frint PG DN gt Next From St re From Station T Transaction List Payments Days Since Pym t lt stock amp Department Customer List Line Item Audit List Current Laybys History Report See Layby Reports 10 for more information 4 2 35 4 Sales Reports Step 1 Press the SALES REPORTS key to jump straight into the Sales Reports module STAFF MEMBER Fl Help F3 F ind Esc Quit PG UP gt Prev Fi Cale PISV er FlO Print lt PG DN gt Next E P Shifts Commenced From lt Locations From 454
79. l it rests upon an Invoice that you wish to apply money to Press Enter to apply money if the value of the invoice is less than the amount you are applying the invoice will be marked as paid and the remaining money can be applied to further invoices Continue to apply the money to outstanding invoices If there are no more invoices to apply money to you may need to re apply it to the Sundry account again When all money has been applied press the F10 key to save the payments If you do not wish to process this customer you may press ESC 2 1 2 End Of Period The End of Period option of Customers Laybys allows you to print statements to customers and age the accounts Typically you would perform this on a weekly basis if you keep 7 day accounts fortnightly for 14 day accounts and monthly for 30 Day accounts etc 2004 Artech Corporation Pty Limited 10 enCounter Online Help STATION 1 STAFF MEMBER MANAGER DATE 10 01 03 AGING Fl Help Fo Test Print FlQ sContinue lt PG UP gt STATEMENTS Fusstatements To File Escaut lt PG DW gt Age Terms Days 7 14 30 60 90 Last Period Closing Date dd mm yy Wo of Customers No of Active Customers Print Statements Y N Statements to Active Customers Only Y N No of Statements Printed Age Customer Accounts Y N Firstly select which accounts you wish to age and press Enter enCounter supports 7 14 30 60 and 90 days terms The L
80. lier Transaction File DORDOL DLAYD DINVOL Supplier Master Files DSUPOL Dept Staff Tax Master Files DOISOL OSTFOL DTAXOL workstation Store Master Files DSTADL DLOCOL DCATOL Printer Validation Setup Files DPRN l DVALOL Temporary Report Files DSTKOS DTENDS First use the arrows to select which files you wish to Reindex In most cases it is recommended to simply leave the selection on the default of All Data Files Press F10 to start the Reindex Note Reindexing can be a time consuming process Depending on the amount of data to be purged and the size of the current files it can take anywhere from a few seconds to many hours If possible reindexing should be performed after hours 2 4 5 Reporter The Reporter tool allows you to develop simple custom reports It is recommended for advanced users only with a good understanding of the enCounter file system To develop a custom report run the Reporter option 2004 Artech Corporation Pty Limited 44 enCounter Online Help E el marder Pear ni i ale Report writer File Selections Fei E Version 3 0 FILE FILE NUMBER MAME OTOROL Tour Header DTORDZ Tour Item OTOROS Tour Operator Summary DOHODOL Moduwa Tours Info DHODO Tour Transaction Records DHODDS Moduwa Search File DFLKOL Food Link Change File DHISOL History Customer DHISDZ History Transactions DHISO3 History Country Codes DHISO4 PostCode Master QUERY Reporter DSTKO4
81. n a multi store system Note Operating multiple stores with enCounter requires installation by a retail professional Contact your representative for more advice regarding this feature of enCounter Ordering stock is a three stage process you create an order process it and finally receive it Creation and initial processing always occurs at the store receiving the stock or at a master location Receiving can be performed at the receiving store or at the location where the Purchase Order was created You should check with your system administrator as to the correct method required for your situation 2004 Artech Corporation Pty Limited 30 enCounter Online Help ind P del dl als STATION STAFF MEMBER P O Fl Help Fd 5tock Fo Recy F Del Fl2 In Full FlO sawe Fi Find FS Edit F New F Show FLI Reprint ESC Qutt Order No I Order Date Supp lier Status ship To Outstanding Total Item Stock Code Description 1 Quantity DO p Er SU a LAR Pk A supplier Code El Carton On Hand On Layoy On Order Unit Tax Type Alt F3 Tax Rate Tax Amount Creating a Purchase Order is simple Firstly press F7 to add a New order From the screen that appears select the Supplier to order from the desired delivery date and the store if relevant to which the Purchase Order is intended Also enter any comments you wish to appear at the bottom of the printed order STATION STAFF MEMBER P O Fl H
82. ned As Find Key HOLD SALE HOTKEY 1 _ au E i TI al OT Continue to locate and define keys as required When you have finished click the Update button to save and or the Close button to exit 2 4 3 Printer Setup enCounter provides comprehensive support for docket and report printers enCounter also comes with many pre configured printer types The Printer Setup sub menu include functions related to Printer such as Settings 1 create and modify printer formatting settings Validation 42 define the layout of your validation printing Slip 421 define the layout of your slip printing 2004 Artech Corporation Pty Limited Menu System STATION STAFF MEMBER ransactions Supplier tock ustomers Layby ork5tations Stores Keyboard Staff Members 2 4 3 1 Settings The Settings menu option includes four screens that list the control codes and functions supported for each printer Use the F6 key to change between the various screens STAFF MEMBER Fl Help FS Edit 7streate FlO 5ave lt PG UP gt Prev Fi 5can F Hext Page Fi Delete ESC Quit lt PG DN gt Next I Printer Name E f General i Docket Report Invoice width Report Involce Top Feed Lines Docket Bottom Feed Lines Journal Printing Y N Validation Printing W N Slip Printing W N Print Logo W N Print Barcoded Docket As Footer Y N Print Docket As Footer Y N Supports Extended Ch
83. ned to highlight an important issue or topic Example Blue italic text denotes an example that uses the demonstration data loaded when you initially install enCounter 2 Menu System The Menu is the control center of enCounter and contains a number of drop down menus providing access to the different areas of enCounter enCounter divides its functions into the following headings Transactions 54 items associated with the movement of stock Suppliers 28 functions relating to the activity between you and your Suppliers Stock 14 stock and sub group related functions Customers Laybys 71 account customer and layby customer functions User Menu 62 a customisable menu for external or custom programs System 37 configure enCounter for your business 2004 Artech Corporation Pty Limited Menu System STATION STAFF MEMBER Supplier tock ustomers Layby 2 1 Customers Layby The Stock menu consists of functions and process relating to your saleable products and include Maintain Cust 12 create and edit your Customer list Apply Payments 8 apply outstanding monies to outstanding invoices End Of Period 9 age the customer accounts and print statements Reports 14 Account customer reports listings and statement reprint Maintain Laybys 1231 a tool to manage Layby customers Layby Reports 10 print or view a variety of Layby related reports
84. ng a Shift Ending the shift is a process which involves balancing the cash drawer and printing reports which summarise the transactions contained in the shift The process uses several input screens to accept information about the 2004 Artech Corporation Pty Limited 66 enCounter Online Help shift and depending on how your system has been configured may vary slightly or be skipped altogether If a screen does not appear in general move to the next step Be careful not to press ESC during balancing which will abort the Shift Process if you answer Y to the confirmation prompt The first screen that appears allows for all quantities of cash to be input and totalled to give a Total cash value Count all the notes and coins and enter the values into the spaces provided AAA STATION STAFF MEMBER Fl Help Fl0 Accept Fi cale ESC Quit Please Enter Drawer Monies for Store Stat Oty Value COINS 5100 NOTES c COINS COINS 20 NOTES 50 NOTES Total Cash In Drawer When you have counted all the cash press the F10 key to Accept the information and jump to the main balancing screen Any cash you counted will be totalled and automatically inserted into the Actual Cash field 2004 Artech Corporation Pty Limited POS Operation 67 STATION STAFF MEMBER Fl Help F4 Count Cash Fl0 Accept Fi cale ESc quit Please Enter Drawer Monies for or Stat On Shift desert Actual gt
85. o add in line comments which will show on the printed return Simply enter asterisk as the Stock Code You will then be prompted for a two line comment Type the two lines in and press F10 to save the comment or ESC to cancel Continue adding stock items to the Stock Return and when satisfied or the maximum number of lines have been reached generally 96 press F10 to process the return If you leave the body of the Stock Return by pressing ESC you can edit it again by pressing the F5 key when the return is displayed Essentially any return with a NEW status has not yet been processed and may be edited When you press F10 to process the return you get the option to print a copy of the Stock Return and must of course answer Y Yes to the question Process this return Processing a return will subtract the quantity from the On Hand field of the stock item thereby reducing the stock level The status of the Stock Return changes from NEW to SENT to signify that the goods have been sent 2004 Artech Corporation Pty Limited 36 enCounter Online Help rrd madre rar ol ar Fi T STATION STAFF MEMBER STOCK RETURNS Fl He p F4 Stock Fisadd F9 Show Fll Rpt lt Po UP gt F3sFind FisEdit F De FlO Save ESC 04u1t lt FG DN gt Item Stock Code Description 1 Quantity 1 3 4 E 3 Supplier Code Ci Carton On Hand On Layby On Order Unit Tax Type Alt F3 Tax Rate Ta
86. o enter any comments you wish to appear at the bottom of the printed Stock Return eden Peed of ae STATION STAFF MEMBER STOCK RETURNS Fl He lp F4 Stock Fisadd F9 Show Fll Rpt lt Po UP gt F3 Find FS Edit F 0Del FlO 5ave ESC 0u1t lt PG DM gt ORDER NO Order Date SUPPLIER Name Address Address Suburb Phone Fax Contact Return Authorisation Returned By Aaa Store Name Address Address Suburb FAA ee When satisfied press F10 to save the Return Header When the return header has been created you should find the cursor flashing in the body of the Stock Returns page You now have the 2004 Artech Corporation Pty Limited Menu System 35 option to select a stock code and quantity of items you wish to return to the indicated Supplier Do this by typing the Stock Code or using F3 to search for an item Press Enter to move from field to field and to automatically save each line and move to the next It is very important to use the Enter key particularly when in the Cost field STATION STAFF MEMBER STOCK RETURNS Fl He p P4 Steck F Add FY Show Fll Rpt lt PG UP gt F3sFind FisEdit FB bel FlO 5ave ESC Quit lt PG DN gt Return Nord Order Date Supp lier Status Location New Total Item Steck Code Description 1 Quantity 6 Supplier Code DESC 2 On Hand On Layoy On Order Unit Tax Type Alt F3 Tax Rate Tax Amount You may als
87. ock items and for best effect Should be run at the end of each month and at the end of each year STATION STAFF MEMBER Sales History Fl Help F9 Month ly Rol lover ESc quit Roll Over Fl0 vearly Rollover to clear all Month To Date Stock sales figures and move then into Period 1 All other Periods will be moved to the next Period to copy all Year To Date Stock sales figures to Last Year before clearing Year To Date sales figures l A Monthly Rollover is also performed moving MTD sales to Period 1 At the end of the month press F9 for a monthly rollover This process moves the current sales for this month into the previous month and clears the current month sales At the end of each year press F10 to perform a yearly rollover This option automatically performs a Monthly Rollover before moving the current Year to Date sales into the previous Year to Date sales The current Year to Date sales is cleared in preparation for the new year 2004 Artech Corporation Pty Limited 16 enCounter Online Help 2 2 2 Maintain Dept This option allows you to add edit and delete Departments also referred to as Sub Groups DEPARTMENT Fl Help Fi Find F7 Create Fl0 Save lt PG UP gt Prev MAINTENANCE Fl tat F5 Edit F Dalate ESC Quit lt PG DN gt Next Description Sales Ledger Account Code Purchases Ledger Account Code Tax Rates Category Code Description The Maintain Dep
88. ort first is recommended System The System menu contains a variety of functions that customise the way enCounter works for you These functions include Setup 46 general enCounter settings Reporter 43 write and maintain custom reports Workstations 54 configure different options for a network 2004 Artech Corporation Pty Limited 38 enCounter Online Help environment Stores 52 maintain the settings for multiple stores Keyboard 39 add products and functions to the keyboard Staff Members 52 set staff codes and their privileges Tender Types 53 configure the payment methods you accept Printer Setup 40 define the type of printer attached to your system and form layouts Reindex Files 43 a maintenance utility File Sizing 39 another maintenance utility that works together with the Reindex files function STATION STAFF MEMBER ransactions Supp lier tock ustomers Layby Setup eporter orkStations Stores Keyboard Staff Members Tender Types rinter Setup Reindex Files ile Sizing 2004 Artech Corporation Pty Limited Menu System 39 2 4 1 File Sizing File Sizing produces a report listing the status of each file Press F9 to view the report or F10 to print it to the report printer File_Size_Report If a file is listed as Not OK then a reindex should be performed which will resize the file automaticall
89. outs Payins Returns sales Person First Till count Use the F7 or F8 key to move the report selector on the left up or down until it rests upon the report you wish to print view Once the report is highlighted enter any available criteria that defines the date staff member stock code department range etc of the information you are interested in It is important to note that when you first enter this screen all criteria will automatically be set to their relevant extremes ie first and last stock codes staff members and shifts etc Certain reports have the Record Selection option which will further refine your reports place your cursor here and use the Page Up or Page Down key to select your desired option Once you have the criteria entered for the report you want press either the F9 key to view the report or F10 to immediately print the report to the report printer defined for this workstation Viewing the report is always a good idea first 2 5 4 Shift Process The Shift Process option permits shift processing from the Menu system This allows in a networked environment for a shift to be quickly ended and the coin tray removed to a secure location for balancing A new shift can also be started immediately 2004 Artech Corporation Pty Limited 58 enCounter Online Help E rrid arde Pear ni i ale STATION SHIFT PROCESS STAFF MEMBER MANAGER FreView All shif DATE 07
90. plier Invoices by Stock Code Steck by Dept by Supplier suggested Stock Re order Stock Audit by Stock Code Stock Audit by Supplier Stock Audit Transfers See Supplier Reports 37 for more information 115 2004 Artech Corporation Pty Limited 116 enCounter Online Help 4 2 36 Reprint Docket Step 1 Press REPRINT and select the docket number to be reprinted Time W5 Value Customer Name ESC Cance ENTER 5e lect Options F2 will show items sold on selected docket Left Arrow Right Arrow change search field Docket Customer Code amp Date Down Arrow Up Arrow move through list one at a time Page Down Page Up move through list five at a time 4 2 37 Salesperson Changing Step 1 Enter staff number Step 2 Press STAFF CODE EXAMPLE 2 STAFF CODE 2004 Artech Corporation Pty Limited POS Operation 117 4 2 38 Stock Search Step 1 Press the FIND key Eg tilbunir Polat al Sak EJ MANAGER Esc Cance Fi Other Stores F3 Alternate Search ENTER Se lect F4 H1story F5 Show Sales Fo Show Purchases F 5earch Desc Dept Description 2 RETAIL i PRICE 4 6 cost On Order Supp lier Step 2 Locate the product you want in the list and press PLU ENTER to sell it Options F7 will search for entered text i e NUT which find all occurrences of NUT in Description Line 1 or Description Line 2 such as PEANUT NUT amp
91. ports Logo Lag the number of seconds of inactivity before the internal screen saver is activated DOS only Set to 0 to disable Logout Lag the number of seconds of inactivity before enCounter automatically logs out Set to O to disable Shift Printer the printer used for the End of Shift reporting Choose between D for docket R for report or S for a short report to the docket printer Layby Period the default Layby period Decimal Places set the number of decimal places in local currency i e Australia should be set to lt 2 gt for cents Japan should be set to lt 0 gt for Yen Round To set this to a value other than zero and the system will round up or down accordingly Registration When you need to set or change your registration details press the F6 key whilst in this screen 2004 Artech Corporation Pty Limited Menu System STATION STAFF MEMBER REGISTRATION Fl Help FS5 Edit Fl0 Save ENTRY Fistale ESc Quit Company Name Address Lines Number of Stations Chars in Store Code Currency Character serial Number Unlock Code Enter your registration details exactly as they appear on the registration form and press F10 to save 2 4 6 6 Tax Use this screen to set up options related to Taxation Simply change any settings and press F10 to save or ESC to cancel Paura dd ae STATION STAFF MEMBER Fll save PG UP gt Pray ESCc 0u1t de A
92. pply Tax di Tax Print Method Label For Tax Tax Invoice to docket lt gt 14 de Print Print Tax Invoice to Customer Code Sale Value for Tax Invoice to Customer Include Tax in Sale Value to Customer lt H gt Sale Value to Prompt for ABN Include Tax in Sale Value for ABN lt r gt Default Exempt Tax Price Level lt D gt 2004 Artech Corporation Pty Limited 52 enCounter Online Help 2 4 7 Staff Members The Staff Members function allows you to define all Staff Codes and Passwords for all the personnel that have access to the system and to define their privileges STATION STAFF MEMBER Staff Code I PRIVILEGES POS Menu System POS Program Discounts Price Overrides Returns l Transaction Voids Cash Out of Drawer No Sales Supervisor shift Process Stock Transfers A ee ee ee eee eee eee eee i fi fl fl dl A ed d dh MY12345 except Supervisor STAFF Fl Help Fi Find Fr Insert FlO 5ave lt PG UP gt MAINTENANCE Fl tale F5 Edit F Dalate ESC Quit lt PG DN gt Purchase Orders Suppliers Stock Maintenance Customer Maintenance Department Maintenance Layby Maintenance Staff Maintenance workstation Maintenance Location Maintenance Reports Statenents System Configuration Keyboard amp Printer Setup Tender Type Setup es sales File Purging Custom Programs view only Y
93. r key 2004 Artech Corporation Pty Limited 130 enCounter Online Help NEA SHIFT ENTER FLOAT To prevent accidental entry of the incorrect float the system prompts for the same float amount again Retype the float amount again and press PLU Enter If the amount is the same as the first amount you typed the Cash Drawer will open to accept the new float and the shift is started If the amount differs to the original amount then you will be prompted to repeat the process from scratch This checking ensures the shift is started with the correct value and is a crucial part of keeping track of the till balance 2004 Artech Corporation Pty Limited POS Operation 131 45 User Rights When you Log In and select POS you assign yourself as the current user of POS and are subject to the privileges and rights that have been assigned to you through the Menu System 6 If you have been assigned Supervisor status you will not only have access to the complete range of functions assigned to the keyboard but also have the power to grant access to these functions for users with a lower set of privileges Conversely without the Supervisor status a user without explicit access to a sensitive function must be granted access by a Supervisor to continue the function When a non Supervisor tries to perform a restricted function the system will do one of two things dep
94. ralia and the Pacific Rim Packed with features enCounter is highly suitable for a variety of general retail applications including Hardware Supermarkets Clothing School Retail Outlets Cafeterias Fruit Markets and many more Franchises will appreciate the varying levels of staff privileges that can be granted Our system utilises either passwords or keylocks on keyboards that exhibit them to secure the system enCounter has also been designed to interface with numerous accounting packages including MYOB Nexus Arrow Pronto and Berger If you have a different Accounting package or special application be sure to contact us about custom development POS Operation POS Operation encompasses all the processes and functions that help you serve customers This could be anything from simply selling an item to accepting account payments or performing a refund Where possible enCounter follows standard cash register conventions for entering items and finalising sales and features an intuitive interface for fast customer processing For detailed information on operating enCounter POS see the following sections POS Screen 12 understand how the POS screen is layed out User Rights 131 how privileges work at POS Starting a New Shift 129 how to begin a shift Ending a Shift 65 how to finalise a shift and balance the till Function Index 70 a full list of POS functions with step by step instruction Endi
95. rint gt Iten Length Title Date Time Docket Humber Station Humber staff Code Total Value Tendered Change Given Payment validate 10 10 10 Return amp Vold Transactions de e e e e e e e ee ee SS EE y Fl Help F Edit F Create FlO 5aye Fistale Fo Test ESc Quit A AS AS bd hb dd hb ad PG UP gt Prav PG DH gt Maxt Left Margin 0 Colum p I enpe ar ar ar ar r itl Jl db db dL all ll dl lo 4 te az IA SS MU ml Al id dl dh dhe The Validation screen works like most enCounter maintenance screens where F7 is used to create a new item or F5 to edit an existing entry which is currently displayed on the screen Press F10 to save an entry 2004 Artech Corporation Pty Limited Menu System 43 2 4 4 Reindex Files From time to time you may be required to Reindex Files This process evaluates and restores the integrity of data files and can resize them when they require it All other users must be logged off the system to use this function EE DATA FILE Select File s To Re indax MODE RE INDEX 2 FlO Continua ESC Abort All Sales Files All Master Files shift Header Files DEFTOL DSTFO2 sales Header File DE AL T Sales Line Item File 05ALO other Sales Files OSALOS DAUDOL DSER L OTAX ZS DPAC Customer Transaction File ous DLAYO DPAYOL Customer Master Files DEUS0L DCUSOS DLAYDL DLAVDS Stock Master File DETKOZ OSTKL2 OLNKOL Supp
96. rovides a simple method of returning stock to Suppliers enCounter also supports Stock Returns created at a master location on behalf of a remote store in a multi store system Note Operating multiple stores with enCounter requires installation by a retail professional Contact your representative for more advice regarding this feature of enCounter Returning stock is a two stage process you create a return and then process it Creation always occurs at the store returning the stock or at a master location Processing can be performed at the remote store or at the location where the Stock Return was created You should check with your system administrator as to the correct method required 2004 Artech Corporation Pty Limited 34 enCounter Online Help for your situation STATION STAFF MEMBER STOCK RETURNS Fl Help F4 Stock Freadd F9 Show Fll Apt lt PG UP gt Fi Find Fi Edit F Del Fl0sSave ESC Quit lt PG DN gt Return No H F Order Date Supp lier Status Location New Total Item Steck Code Description 1 og Er GE in Lak Pt on Supplier Code Ex Carton On Hand On Layoy On Order Unit Tax Type Alt F3 Tax Rate Tax Amount Creating a Stock Return is very easy Firstly press F7 to start a New return From the screen that appears select the Supplier you are returning the stock to the store if relevant whose stock shall be deducted and an Authorisation number if required Als
97. s you can also print your Audit reports here ord SUPPLIER REPORTS Fl Help dr F3 Find Cale FI en Transaction List Transaction Lina Items Orders by Supplier Orders by Stock Code Invoices by Supplier ESC 0uTt FIQ Print i Pr l as Piel El PG UP gt Prev lt PG DA gt Naxt From Location 8 To Location From Date lt To Date lt Fron Supplier To Supplier Invoices by Stock Code Steck by Dept by Supplier suggested Stock Re order Stock Audit by Stock Code Stock Audit by Supplier Stock Audit Transfers Use the F7 or F8 key to move the report selector on the left up or down until it rests upon the report you wish to print view Once the report is highlighted enter any available criteria that defines the date staff member stock code department range etc of the information you are interested in It is important to note that when you first enter this screen all criteria will automatically be set to their relevant extremes ie first and last store locations suppliers stock codes etc Certain reports have the Show option which will further refine your reports place your cursor here and use the Page Up or Page Down key to select your desired option Once you have the criteria entered for the report you want press either the FO key to view the report or F10 to immediately print the report to the report printer defined for this workstation Viewing the rep
98. s or Highlighted Letter and Enter Return Step 2 From the Setup sub menu click System STAFF MEMBER SYSTEM Fl Help FS Edit Fl0 Save lt PG UP gt Prev CONFIGURATION F2 Calc F6 Rego F9 e ESC Quit lt PG DN gt Next Enforce Passwords At P 0 5 Cash Out Of Drawer Comments Enforce Decimal Point At POS Enforce Staff Codes Enforce Till Count Print Staff Totals Print Stock Totals Print Dept Totals Print Banking Slips Logo Lag Logout Lag Shift Printer Layby Period Days Decimal Places Round To We OW A we owe Step 3 From the System Configuration screen press F6 to display the registration details 2004 Artech Corporation Pty Limited Registration and Ordering 135 rri mdrr Pear oof ae STATION 1 STAFF MEMBER MANAGER 11 01 03 TIME 22 36 FlO 5ave ESC Quit REGISTRATION ENTRY Fl Help F5 Edit Fi cale Company Mane AUSTRALIAN RETAIL TECHNOLOGY Address Lines ABN 52 003 860 158 encounter Foint Of Sale Software DEMONSTRATION ONLY Ph 02 9809 6095 Fax 02 9808 3052 Number of Stations Chars in Store Code Currency Character serial Number 530000000 Unlock code fixevua Step 4 Enter your details exactly as they appear on the Registration Form Step 5 When satisfied press F10 to save If the details are correct they will be saved and you will be returned to the System Configuration screen If there is a problem w
99. stem crashes or if you receive a Duplicate Record error This process will examine the integrity of your data files and rebuild the indexes The process may take some time depending on the size of your data files For more information see the section Reindex Files 43 To correct this problem Press F5 in the enCounter Login Screen 15 this will open a window follow the prompts shown It is also possible to reindex the files from the DOS prompt which may be necessary in extreme cases To do this open a DOS window and change to the folder that contains enCounter Recreate all indexes by entering PFXSORT A or if you have restrictive memory enter PFXSORT A X 16000 Type EXIT and press Enter to close the DOS window 2004 Artech Corporation Pty Limited Notes
100. tch those shown on any invoice if they don t you may need to press ESC and recheck the order and tax codes of the relevant stock items 2004 Artech Corporation Pty Limited Menu System 33 STATION STAFF MEMBER Fl Help F4 Steck Fo Recy F Del Fl2 In Full Fl0 Save Fa Find FS Edit FesNew F9 Show Fll Reprint ESc 0u1t Order No F Order Date Supp lier Fl ship To Lik Item Stock Code Invoice Total Total Tax 1 6 y Supplier Code DESC 2 On Hand On Layby On Order Unit Tax Type Alt F3 Tax Rate Tax Amount If items where missing and not cancelled the order will be marked as BACKORDER status and can be fully receipted by using the F5 and repeating the process for the missing items once delivered Another function of the Purchase Orders module is the ability to delete or reverse the status of a Purchase Order Providing an order has not been fully receipted you can press the F8 key to change its status to the previous status PENDING becomes NEW and can be edited NEW orders are simply cancelled BACKORDER orders have any outstanding items and cancelled and the orders is completed Lastly the F9 key allow you to toggle the type of Purchase Orders ie their Status that are displayed Use it to restrict the view to only orders that are pending or likewise to display all orders including Cancelled orders for instance 2 3 3 Stock Returns Stock Returns p
101. that acts as a trigger point when the system is suggesting an order If the On Hand On Order value is less than or equal to this value the product will be ordered Maximum Stock Level this quantity value sets the maximum quantity of items the system will order when the system is suggesting an order Stock On Order this is a read only field that indicates the quantity of items currently on order awaiting delivery Extended Stock Code for special part numbers that exceed 16 2004 Artech Corporation Pty Limited 18 enCounter Online Help characters use this field Key Code a text code that allows grouping of similar products for use with the stock search window Supplier Code an alphanumeric code used by the Supplier to identify the item Supplier a predefined code that indicates the preferred Supplier of the stock item Unit Measure a text description of the unit of measurement for this item ie Each mls mm etc Bin Location a text description indicating the physical position of the stock items a rack or aisle number perhaps Diminishing whether the product is a physical item that diminishes when sold or a service that does not Allow Discount if the product cannot sustain a discount set this to N Barcode Label Req d if the item is not barcoded by the manufacturer or supplier and you wish to produce them when the stock is purchase set this to Y This option requires a dedicated barco
102. the report you wish to print view Once the report is highlighted enter any available criteria that defines the date Staff member stock code department range etc of the information you are interested in It is important to note that when you first enter this screen all criteria will automatically be set to their relevant extremes ie first and last store locations departments stock codes etc Once you have the criteria entered for the report you want press either the FO key to view the report or F10 to immediately print the report to the report printer defined for this workstation Viewing the report first is recommended Stock The Stock menu consists of functions and process relating to your Saleable products and include Maintain Stock 17 create and edit your Stock List Maintain Dept 16 create and edit your list of Departments Sub groups Reports 24 print or view a range of reports about your stock Stock Take 24 ascertain your stock shrinkage End of Period 15 a maintenance utility to be run at the end of each month and year Tax Rates 26 create and edit a list of Tax codes and rates Tax Reports 27 print or view a variety of tax related reports 2004 Artech Corporation Pty Limited Menu System 15 rri arde Ferd of ae eports tock Take nd Of Period Tax Rates ax Reports 2 2 1 End Of Period This function updates Sales History of st
103. the type of Transfers ie their Status that are displayed Use it to restrict the view to only transfers that are in transit or likewise to display all transfers including Cancelled transfers for instance User Menu The User menu is a customisable menu where you may add your own external programs or custom enCounter programs It is designed to execute programs that exist in the same folder as enCounter but can through a batch file run many external programs including Windows programs It is recommended for advanced users only For more information see the following sections Adding a User Item 63 Editing a User Item 63 Deleting a User Item 63 2004 Artech Corporation Pty Limited Menu System 63 essere Pred Fl EET STATION STAFF MEMBER ransactions Supp lier tock SHELL TO DOS Edit RADIO CFG Print barcodes DE Dom load xchange Rates 2 6 1 Adding Editing or Deleting a User Menu Item Adding a User Item To add a user item to the menu first highlight the User Menu and press F7 STATION STAFF MEMBER ransactions Supp lier tock SHELL TO DOS Edit RADID CFG Print Barcodes change Rates Menu Name l YOBDE 2 P Export Program der Reset HotKey In the pop up window type the Menu Name you wish the Program to run and an optional Hot Key When satisfied press F10 to save Editing a User Item To edit a user item already on the menu first hig
104. tion Step 2 Press CONVERT TO CASH continues as a cash sale 4 24 Add ABN Should the customer require a Tax Invoice after the sale has been finalised you may add ABN details and reprint the sale using this function 1 Simply press this key to pop up the Search Window for dockets ha F E y T BY D 0 E E t 2 Select the appropriate docket press Enter and complete the Tax Invoice details 17 2004 Artech Corporation Pty Limited 78 enCounter Online Help M MANAGER Frk bra er FEI of falk User Input L p ass Jad emr Al Fa nha Tae i Serial F cdti wednesday 04 02 2004 CASH For more on Tax Invoice see the following section Tax Invoice 79 4 2 5 Cash Sale A cash sale is the default sale mode and any items rung up without selecting an account or layby will be Cash AID BY CASH PCHA Example Press COKE CAN Press CASH 2004 Artech Corporation Pty Limited POS Operation 79 See also Tax Invoice 79 4 2 5 1 Tax Invoice Under Australian Tax Office regulations the operator may be prompted at tender time if a tax invoice is required User Imput rs E E E i KARLS JMODEL 685568 Serial 2340 Serial 2341 Docket Humber AAADL NEED TAX INVOICE Y N If a Tax Invoice is NOT required simply press N to continu
105. tor on the left up or down until it rests upon the report you wish to print view Once the report is highlighted enter any available criteria that defines the date staff member stock code department range etc of the information you are interested in It is important to note that when you first enter this screen all criteria will automatically be set to their relevant extremes ie first and last store locations departments stock codes etc Once you have the criteria entered for the report you want press either the FO key to view the report or F10 to immediately print the report to the report printer defined for this workstation Viewing the report first is recommended 2004 Artech Corporation Pty Limited 12 enCounter Online Help 2 1 4 Maintain Cust This option allows you to add edit and delete Account Customers STATION STAFF MEMBER CUS TOMER Fl Help Fi Find Fr treate FlO0 Save lt PG UP gt Prev MAINTENANCE Fe tale F5 Edit F Delata ESC Quit lt PG DN gt Next Account Code il Address 1 current Bal Address 2 30 Day Bal Suburb P C 60 Day Bal Phone Fax 90 Day Bal Account Type c gt Limit Total Due Credit Only A gt Status gt Last Purchase Price Level O Last Payment Terms Days lt Reference Type Tax Exemption Reason Comment PHONE SEARCH NAME SEARCH HOBBY HEMBERSHIP FEE STATUS NOT USED 5 l DEL ADDRESS 1 JOIN DATE
106. us At POS Y N Open amp Close Balance To Docket Customer Creation At POS Y N Overdue Warning Period 1 2 or 3 Title User Field 20 Character Ji Title User Field 20 Character Title User Field 8 2 Numeric a Title User Field Date Pol Information to show in Search window Information to show in Search Window F 2004 Artech Corporation Pty Limited 48 enCounter Online Help 2 4 6 2 External Programs Use this screen to set up programs used by enCounter Simply change any settings and press F10 to save or ESC to cancel rri arde Peed of i ae STATION STAFF MEMBER EXTERNAL FlO Save PG UP gt Prav PROGRAMS Es c 0u71t PG DH gt Hext Hot Key 1 Program Hot Key 2 Program Hot Key 3 Program POS Big Swap Program End Of Transaction Chain Program End Of Sale Comments Program End Of Session Chain Program Import Program Export Program Invoice Driver Statement Driver Scale Driver Barcode Label Printer Driver Stock Receipts Driver Journal Path LLN 2 4 6 3 Stock Use this screen to set up options related to Stock Simply change any settings and press F10 to save or ESC to cancel STATION STAFF MEMBER STOCK FlO Save Prev CONFIGURATICH 2 A Haxt Default Stock Search Method Reset Price Back To Default At Alternate POS Scan Field Print Description gt Keep Stock Audit Trail Pre Weighed Items iw T N Update Stock Levels As Goods Sold
107. x Amount When you process a Stock Return you will be prompted for the original invoice number and to accept the return value and any tax present It is important that the tax and total amount match those shown on any invoice if they don t you may need to press ESC and recheck the order and tax codes of the relevant stock items STOCK RETURNS Fl Help F4 Stock F7 4dd F9 Show Fll Rpt lt PG UP gt F3 Find FS Edit F Del Fl0 Save ESC Quit lt PG DN gt Return No 1 j Order Data Supp lier Location Enter Original Invoice Number HERO Item Stock Co Invoice Total Total Tax 1 3 4 E on Supplier Code EE Carton On Hand On Layoy On Order Unit Tax Type Alt F3 Tax Rate Tax Amount Another function of the Purchase Orders module is the ability to delete a Stock Return if it has not already been processed Simply press the F8 key to delete any NEW return Lastly the F9 key allow you to toggle the type of Stock Return ie their Status that are displayed Use it to restrict the view to only returns that have been sent or likewise to display all returns including Cancelled returns for instance 2004 Artech Corporation Pty Limited Menu System 37 2 3 4 Supplier Reports From the Supplier Reports screen it is possible to print and view a number of reports relating to the activity between you and your Suppliers If you have the Stock Audit feature turned on and by default it i
108. y For more information see the Reindex Files 43 section 2 4 2 Keyboard Defining the Keyboard allows you to customise the system and use only the functions you define at POS enCounter has a wide range of key functions at Point of Sale as well as preset keys and fast cash keys which speed up the processing of customers Each workstation has its own keyboard definition so must be setup separately When you run the Keyboard option you must first select which Workstation number you wish to define the keyboard for O Select O Station 1 Station 2 s Station 3 p Station H4 Select the appropriate Workstation number and click OK or press Enter 02004 Artech Corporation Pty Limited 40 enCounter Online Help O Keyboard Configuration Station 41 0606 a 2 Keyboard Code Ja Funda f Close A Defined As UNDEFINED v Find Key y To program a key click the Find Key button and then press the key you are wishing to define The Keyboard Code number will be displayed and if the key is programmed or has a default function its function will show in the Defined As field If a key is not programmed or has no default function it will be listed as UNDEFINED To assign a function to a key you have located simply select the function from the drop down list O Keyboard Configuration Station 1 O p Keyboard Code F pdate f Close 4 Defi
109. y find additional help in the following topics Recreating Indexes 136 Examining Trace Log 136 Native Keys 137 6 1 1 Examining Trace log The file TRACE LOG located in the enCounter folder contains a list of serious errors if and when they occur Open this file and examine its contents if enCounter crashes Often support may request a copy of this file 6 1 2 Recreating indexes To recreate all indexes open a DOS window and change to the folder that contains enCounter At the DOS prompt delete all data indexes by entering DEL D K Recreate all indexes by entering PFXSORT A or if you have restrictive memory enter PFXSORT A X 16000 2004 Artech Corporation Pty Limited Troubleshooting 137 6 1 3 Native Keys Funtion Amount Big Swap Calculator Cancel Layby Cash Cash In Drawer Report Clear Close Account Comment To Docket Convert to Cash Customer Maintenance Customer Report Direct Dept Discount Discount Docket Down Docket Up End Shitt ExternalSell Hold Sale Hotkey 1 Hotkey 2 Hotkey 3 Lay By Layby Report Line Feed Mo Charge Mo sale Open Account Order Pay In Pay Gut PLU Price Level Printer Ontatt Purchase Orders aty uit Recall Sale Refund Reprint Search Staff Code Staff Report Stock Maintain Stock Report SubTotal Supplier Report Supplier Returns Tax Free Sale Tender 1 Tender 10 Tender 2 Tender 3 Tender 4 Tender 5 Tender

enCounter User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents