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User Manual for Retail Sales Manager

1. 32 rr 33 Deparment epoi x M H 33 oSub Department repor 33 33 Hemne 26 IS 33 CUSTOM COON Ne 33 e e c RENE 33 CUSTOM CO OIG 34 A ROPOT 34 net 34 The Back Office software OO 11515 E 36 m 36 D partments 25 td 39 Tc 40 Gift Cards Pending ise ieee eee 43 ater rM 44 Serial Numbers 45 5 e 45 0 e
2. e 29 E aulicus net 29 Ye DISCOUNUITEI FUNCTION sc ne et se ma 29 Discount tem CHU CLIN mec nn 29 Discount S b Total fUnClloD uicta dices sonde ent eus a GE tee a e du tit eut 29 Discount S b Total 29 0111 6 61 em 29 ONON 0811 16 1 014 29 ec 30 Duplicate Receipt FUNGON 30 No Sale Pald OUt LNCHON 30 Tax EXeMPEURCUON ne een a 30 CELIA GUL OIA siene een 30 A UE 30 On Account Payment Uncll B sssrinin neirinnen eaaa a aAa Aaaa 30 c 30 Journal 31 ab Renegade 31 NEW ITEM function zeie 32 LOOKUP 32 New Customer Perd 32
3. 45 OMGE Fede E or Er ESL 46 keni C 46 SUD DCD AMS ER Qm UTD dx E 46 uicem I ML MD M M CMM 47 XH TX 47 CUSIOMION T 47 cM b H PORE er oe eee ee ree 48 tenis Sold sss inim mA d SEDE A I en 48 e C PM 48 Tenders HecelVed mA uter 49 PACU NSS e 49 Receive Payments P 49 Enter Statement Debit 50 Create Statements ar aa raae aE ari araa rar i 50 Create Purchase IEEE aaa AEE 51 mice ROIS 52 VENGO ER Nm suce 53 53 Sales nn ed ae ere a Sal
4. Character or string Character or string Character Or string Character string Character or string Floating point numeric Floating point numeric Character or string Character or string Character or string Character or string Character or String Character or string Character or string Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Boolean field Boolean field Boolean field Boolean field Character or string Floating point numeric Character or string Boolean field Character or string Floating point numeric Character or string 68 25 60 25 10 40 29 25 25 40 259 41 Lo 15 LS 152 68 30 40 Inv Adj Journal db 1 OT NEO Field Name ID DESCRIPTION ADJ_DATE AVG COST CURR OTY NEW OTY CURRENT VALUE NEW VALUE ADJUSTED VALUE VALUE ONLY MEMO INV ADJUSTMENTS DB No Field Name 1 ID 2 DESCRIPTION 3 DATE 4 AVG COST 5 CURR OIX 6 NEW QTY_DIFF 8 CURRENT VALUE 9 NEW VALUE 10 ADJUSTED VALUE Tub ADJ VALUE ONLY 12 MEMO ITEMS DB No Field Name lr ID 2 VENDOR ID DESCRIPTION 4 5 DEPT 6 SUBDEPT 7 CLASS 8 UOM 9 COST 10 12 PRICE2 12 PRICE3 Character or string Character or string Date field Floating point 08 1110 8418 Floating point FLoating BO TE Floating point
5. TXBL SALES BOOK SOUND OF MIRACLE SALAD DRESSING B TTLE BOOK SLIM WITHIN MACARONI AND CHEESE SCI FIT WHEY PROTEIN SAMPLE SIZE BOOK SOUND OF MIRACLE NOTATION ANTIPASTA BACALA SALAD ANTIPASTA ANCHIOVIES PEPPERS ANTIPASTA FRESH OLIVES 12 2003 8 27 30 5 12 2003 3 08 03 5 12 2003 3 08 04 Account Activity Tab If your system is setup for House Charges then for each On Account charge payment and adjustment the transaction is recorded in the account activity screen At least one tender must be assigned as being a House Charge This type of setup allows 41 101 Hew Save Cancel Delete Print Close Labels DUNN CARROL 2033867607 General Criteria Memo Picture Items Purchased Account Activity Journal Transactions Picture File Sisto Scaccia ipg Last Sale Life Activity Date 1 10 2007 11 34 04 Sales 348 33 Charges Trans Type Purchase Finance Chas 00 Payments Amount 264 99 Adjustments 00 Items Purchased Tab All items purchased by each customer Is recorded on this tab General Memo Picture Items Purchased Account Activity Joumal Transactions USER DESCRIPTION DEBIT CREDIT o 5 22 2003 104 Purchase PREOFESSIONAL CONSULTANTS LLC BRIDGEPOR 10 60 15 22 2003 ADMIN Ad 100 00 Ip 11 14 2003 104 Purchase PREOFESSIONAL CONSULTANTS LLC
6. 62 5 mener sise er to ame Gest ans pese cannes css er 62 62 BY LE 910 8 Agere rere EEE 63 Unpaid Purchase 63 S MH 63 Inventory Valuation enia 63 ventory V 5 63 Inventory Stock Status By 64 Inventory otock Status 22222552 545552 cen a su ERE 64 Physical Inventory Worksheet eun uen ua ondes ape Ua Une 64 Tax Heport Sales Tax Collected 2 PE 64 m 64 65 Vendor ee nee on dit 65 BI pw TIR T E Ent MEC 65 ed e desee eed 65 DDASS de 66 SUD BITRATE ni nn 66 85585525 pc 66 PUNCIONS
7. 87 WADIG 518185 DE ae 87 TAXGOLEEC TED DOB 87 Tenders D D PM M 88 TENDERSREGENV ED DB nice a 89 VOM c 90 User CommMiSSiOns DB vk aviae aut tidie stor qu vou none uu are dou GA 90 SOUS E 91 VENDORBALANCGCEDETAILS DDB i2 nn es CEN E Ec ORE gestes 91 teinte tn 91 VENDORS DB ERE 92 X Reading All DB 92 93 Installation and Setup The Installation CD Place the Retail Sales Manager CD in your CD Rom drive and wait for the setup program to start If the setup program doesn t automatically Place a check mark by the setup file s to use start double click My Computer DocumenteiDelphi Progreme Setup Teble ViewenSotup inf double click the CD Rom drive and Document Deli Programe Setup QEP lepore Setup in double click the Setup exe file Documents Delphi Programs Setup RSM Point Of Sale Setup inf MAMy Documents Delphi Programs Setup RSM Back Office Setup int Start with work station that will act as Documents Delphi Programs Setup RSM Server Database Setup inf Documents Delphi Programs Setup RSM Local Database Setup inf the database server lt lt lt KI amp Depending on the type of installation check or uncheck
8. Inventory Stock Status By Vendor 1787200 INVENTORY STOCK STATUS BYVENDOR Description Reorder Pt Hand Order PC FARM DISTRIBUTOR LLC PRISE POSTERS NO PERCENT 4 ART OU ASSORTED FOAM FLOWER 717696303156 OU Bic Vhite Gut 0703305056060 IN THE BOX 2 OU SCHOOL GLUE F1 6562594226 OU Physical Inventory Worksheet 17872004 PHYSICAL INVENTORY WORKSHEET Description Prefered Yendor Hand ART SET POSTERS NO PERCENT 4 ART X1000N ASSORTED FOAM FLOWER POVWERTBU PCS 17656303156 Tax Report Sales Tax Collected 1 8 2004 Sales Tax Collected Page Date Collected 11 01 2003 and Date Collected lt 1 86 2004 Date Tax Tot Tax 5 72 2 2003 2 40 O O O 2 40 05 24 2003 00 00 00 80 09 24 2003 OO OO 00 List Reports Customers 17872004 Customer Listing 1 gt Price Tax ID 1 Phone 2 Fax Level Exempt ACHENBAUM JOSEPH CH6145 203 322 6145 212 503 7182 1 RICHARD DA 3304 203 838 3304 203 324 7212 1 AKERS AKEZBBHB 414 232 2689 444 6889 1 ALBUS JENNY ALB 7848 203 466 7448 1 Vendors 1672004 Vendor Listing City State Phone 1 Phone 2 Fax CCR Business Systems Stratford GE 203 377 4747 DISTRIBUTOR NEWINGTON BBD BB5 7282 060 665 7611 Users 1 8 2004 User Listing Comm Fate
9. this is the ID it is referring to M LH PHONE3 EMAIL Commission Rate Adjustment If commissions are set up this rate is used to adjust the amount of commission per user For example an item or service is setup to calculate a 15 commission and you want to set up no commission for this user enter a 0 0 rate for Commission Rate Adjustments To give the full 15 commission to this user enter a rate of 1 0 1 0 100 of 15 Commission Security Level This is a numeric security level O to 99 99 being the highest level allowing all functions to be performed By default all POS functions such as voids and returns are setup as having a 0 security level This means all users with a 0 or higher level will have access to performing all functions Give each user a security level You will have to define security levels for all Functions Tenders and Open Departments in their respective setups Sample setup If a user has 0 level and the Void function has a level of 10 the user will not be allowed to perform that function a password dialog will pop up and another user with a high enough level must enter their password for the function to continue otherwise it will not perform its function 15 Password Enter a password for this user passwords are case sensitive blank passwords are valid All other fields on this form are straight forward fill them in as needed Click save before proceeding to the next user set
10. 9 Tender Des1 10 Tender Cnt1 TI Tender_Amt1 12 2 13 Tender Cnt2 Character of string Character or string Character or string Character or SECINO Character string Character or String Character Or String Character or string Character or SECINO Character or string Floating point numeric Floating point numeric Boolean field Character or string Date field Character or string Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Date field Character or string Character or String Floating point numeric Floating point numeric Character or string Character Or String Floating point numeric Character or string Floating point Floating point numeric Character or string Floating point numeric 10 40 40 40 40 40 29 41 15 T 87 88 14 Tender_Amt2 15 Tender Des3 16 Tender Cnt3 d Tender Amt3 Le Tender_Des4 19 Tender_Cnt4 20 Tender_Amt4 24 5 22 Tender Cats 2 3 Tender Amt5 24 Tender 29 Tender Cnt6 26 Tender Amt6 Tender 20 Tender Cnt7 29 Tender Amt7 30 Tender Des8 Sl Tender Cnt8 2 Tender Amt8 33 Tender Des9 34 Tender Cnt9 35 Tender Amt9 36 Tender Des10 oA Tender_Cnt10 38 Tender Amt10 39 Tender 11 40 Tender 11 41 Tender Amt11 42 Tender Dest 43 Tender Cnt12 44 Tender Amt12 Tenders DB No Field Name
11. A 66 Opel De Dar MEMS 2 66 PERMET rr MD E 66 ce S 67 Other Reports teen e pente dd cn eo eee ecce ton 67 po E M 68 SOL EdilOP aussi UERSUM MM nM MM aU T 68 Edit PD OC AT 68 QEP REDONS Writer DP 69 me 69 Database Stats Fe pain cl 69 Archive Purge 70 dense 71 01585168 E 71 Appendix Fable SIr clure6s een ina 72 T 72 BalanceDelalls DB 04282565 72 O 72 Checks Tendered nep 73 52185566 73 75 76 POM Al 0 2 M 76 PUI CUO I UM 76 GIFTGARD DET
12. STATEMENTS DB No Field Name 1 ID 2 STORE 2 TRANSDATE 4 STATION TRANSNUM 6 USER DESCRIPTION 8 9 CREDIT 10 BALANCE 11 CLOSING DATE 12 RUNNING BALANCE Store db No Field Name 1 ID 2 STORE NAME 3 ADDRESSI 4 ADDRESS2 5 ADDRESS3 6 Floating point numeric Floating point numeric Floating point numeric 16 bit integer Character or string FLoating point numeric Character or string Character or Character or string Floating point numeric Date and time field Character or string Character or String Character or string Character Character or string Date field Character Or String Floating point numeric Character string Character or string Floating point numeric Floating point numeric Floating point numeric Date field Floating point numeric Character or string Character or string Character or string Character or string Character or string Character or string 25 40 60 STATE 8 ALP 9 1 10 PHONE2 11 L2 EMAIL 15 WWW ADDRESS SubDepartments db No Field Name Table Stats db No Field Name 1 2 2 Size 4 Records 5 Selected TAXCOLLECTED DB No Field Name STORE 2 DATE 3 DESCRIPTION 4 2 TAX2AMT 6 TAX3AMT TAX4AMT 8 TAXAMT ALL TENDDIST DB No Field Name 1 TDate 2 SCOTS 3 Station 4 JNum S TransNum 6 ID 7 Description 8 Tot ExtPrice
13. 1 ORDER 2 ID 3 FORCE AMOUNT ENTRY 4 ALLOW OVER TENDERING 9 NORMAL TENDER 6 GIBT 1 HOUSE CHARGE 8 CAPTURE CHECK DATA 9 US ES 20 02 10 ADDEESO ENIEY 121 AUTH SALE CODE 12 AUTH_CREDIT_CODE LS AUTH FORCE CODE 14 _ VOID CODE 159 AUTH_CREDITVOID_CODE 16 AUTH ONLY CODE 17 ADDITIONAL_RECEIPTS 18 OPEN_DRAWER 19 SHORTCUT 20 SECURITY_LEVEL Floating point numeric Character Or string Floating point numeric Floating point numeric Character or string Floating point numeric Floating point numeric Character or string Ploatrinmgepornt numeric HILGACINOSDOLNE Character string Floating point numeric Floating point numeric Character or string Floating point numeric Floating point numeric Character or string FLoating porne numeric Floating point numeric Character or string Floating point numeric Floating point numeric Character or string Floating point numeric Floating point numeric Character or string Floating point numeric Floating point numeric Character or String Floating point numeric Floating point numeric 16 bit integer Character or string Boolean field Boolean field Boolean field Boolean field Boolean field Boolean field Boolean field Boolean field Character or string Character or string Character or String Character Or String Character or string Character or String Floating point numeric Boolean
14. Secunty Phone 1 Phone 2 3 Level Andnanos Julie 408 10 99 Bums Deborah 112 10 gg Clark Joelle 113 609 798 3994 609 298 6254 10 99 Items 1 8 2004 Item Listing Comm Fate Description ID Depatment Retail Price Txhl Ad ALPHA STAMP SET CLASSIC 17656336629 2 24 99 T 00 ALPHA STAMP SET 717656336611 2 24 99 Y 00 ART SET POSTERS NO PERCENT 14 ART 1000 5 100 00 00 ARTIST 1214 582 5 Y 00 66 Departments 1 8 2004 Department Listing arme ANTIPASTA BAR SUPPL Sub Departments Same detail as the Department Listing report except the sub department names are listed Classes Same detail as the Department Listing report except the class names are listed Functions 18 2004 POS Function Listing Function ID Keyboard Shortcut Secunty Level Sale v nid Last Item Ctri E 0 Item Ctrl C 0 Quantity 0 Open Departments 17872004 Open Department Listing Comm Rate Security Open Department ID Tax 1 Tax 2 Tax 3 Tax 4 Tag Along ID Ad Shortcut Level 01 Open Dept 1 00 F1 0 02 Open Dept Y 1 00 F2 03 Open Dept Y 1 00 F3 Tenders 1 8 2004 Tender Listing Additional Security Tender ID FAE AOT NT GC HC ASC AVC aoc Receipts Shotcut Level Cash Y Y NM N N WN M 0
15. 1 T This form 15 capable adjusting item quantities on hand or adjusting X1000N E gx Eum the value of inventory You can not 17656303156 ASSORTED FOAMFLOWER PI 1 60 1200 m 00 19 20 00 2 d 070330506080 Bic white Qut 5 300 300 00 00 do both types of adjustments at the 717656284226 SCHOOL GLUE 802 70 1200 1200 00 8 40 00 same time To adjust the quantity on hand for one or more items fill in the form in the following way Enter the date of the adjustment Leave the field Adjust Value Only 1 unchecked Sort your items by ID or Description you need tot use the Find button first click on the field you want to search on then click the Find button Go down the list of items and enter an amount in the new quantity field If the current quantity is correct leave New Qty blank To describe the reason for the adjustment enter it in the Memo field The Print button will print out a report displaying only those items who s quantity has been adjusted and the total amount of adjustments Finally click the Ok button to make these adjustments permanent Memo otal Adjusted Value stment Memo 40 00 adjust the value on hand for items fill the form out as follows The process is exactly the same as adjusting quantities except for two fields 1 Place checkmark on the field Adjust Value Only 2 Go down the list and change the 53 Value field The Avg C
16. FORCE CODE Code used when processing a forced transaction Forced transactions are those which an approval code is obtained by an operator over the phone VOID CODE Code used to void a previously obtained approval code on a regular sale CREDIT VOID CODE Code used to void a previously obtained approval code on a return sale AUTH ONLY CODE Code used to obtain an authorization code but not to process the transaction ADDITIONAL RECEIPTS When this tender is used print an additional n number of receipts SHORTCUT Shortcut key combination used to activate this tender Do not change unless you absolutely need to SECURITY LEVEL A user must have a level greater than or equal to this level in order for the user to accept this tender 23 Criteria Tables Select File POS Setup Criteria Tables x Generate Update Item List Close These tables are applicable for Golf Course setups only 1 They predefined depeding on the requirements of the course Do not make any changes on this form unless instructed by Professional Consultants or a certified Dealer Taxes Select File POS Setup Taxes File Mew Edt Save Brew Find The tax name TAX RATE The tax rate Please note Up to 4 tax rates can be defined 24 Point Of Sale Station Configuration If your point of sale computer uses a receipt printer Epson TM T88ll install the printer drivers before contin
17. Panier STRATFORD CT 06615 Ci She n 203 377 4747 Fase Fe Sec Fe SALES CCRBIZSYSTEMS COM Emate 23 45 6789 ot 07 1964 SSH DR AMUDD YYYY Cs Amt 7 fasian sm Ft 7 umen Coston Am Dias Custom Fern Ds Fit D omen A blank customer form is displayed fill in the customer fields If you want to link this customer to the current sale select Use This will automatically save the data and link the customer to the sale Use a unique customer ID otherwise the form will display an error message and the customer data will not be saved The Type field must be NORMAL and the Tax Exempt field must be a Customer Lookup function A list of customers will be displayed type the customer s last name and press enter To perform a second search select Find from the menu Select Use to link the currently selected customer to the current sale 33 POS Reports function Send reports to the printer or onto the screen The reports available are as follows Tender report 88 TENDER REPORT 12 11 2003 05 13 01 AMOUNT COUNT Paid Out 1 00 1 15 81 End of report Page 1 of 1 Department report 151 x gt 89 cl DEPARTMENT REPORT 11 17 2003 10 46 01 DEPARTMENT AMOUNT CANDY 2 69 NON TXBL SALES 1 59 TXBL S ALES 10 99 15 27 End of repo
18. Shortcut are predefined with default values Do not change the shortcut assignment unless you absolutely need to The fields you need to program are as follows pere peru pere parvi paru eru pore pera rs eun eieleileleileleleleleleleleileloe ool oo 10 2 5 3 20 ao 0 0 0 0 20 0 05 2 lt zzzzzzzzzzzzzzzzzzzz zzzzzzzzzzzzzzzzzzzzz ID us This is the name of the open department The 2 most popular open departments are MISC TXBL miscellaneous taxable department and MISC NON TXBL miscellaneous non taxable department TAX thru 4 Indicate a Y yes or N no for the department tax status The Tax rate will be defined later in the Taxes section TAGALONGID If there is an Item that you want to automatically ring up after this open department key 15 used enter the item id here COMMISSION RATE CR If there is a commission on the price of the open department enter it here Valid rates are from 0 0 to 1 0 1 0 100 17 SECURITY LEVEL SL This is the security level for the open department If the user has lower security level than this level the open department will prompt for a password Another user with a high enough level will need to enter their password for this function to complete PICTURE FILE If you want a picture to display at the POS stat
19. Station ID 7 This number 15 to be Local application path type it in or use Browse to locate and open the Station file gt u n IQ u e fo r eve ry 5 Local Database Browse Local data path type it in or use Browse to locate and open the Journal DE file gt CO m ute r CARSM Local Database Browse Server application path type it in or use Browse to locate and open the Functions Db file 5 Server Database Browse Define the locations of Server data path type it in or use Browse to locate and open the Items Db file gt CARSM Server Database Browse your data files use the Credit Card Authorization Path IC Verifiy s Data Directory C AICVERIFYSICWin400 DATADIR Browse browse butto just type it in Receipt Printer Tab The Back Office normally doesn t use a receipt printer If it does refer to the Point Of Sale Station Configuration for more information otherwise select Not Installed from the drop down window Ignore the rest of this tab Report Printer Tab Use the drop down window to select a report printer Click the Test button to confirm it 15 operational Pole Display Tab The Back Office is not designed to use a Pole Display Select Not Installed from the drop down window Ignore the rest of this tab Scanner Tab The Back Office can only accept a keyboard wedge scanner If installed use the drop down window to select Not Installed or Keyboard Wedge Ignore all other settings o
20. Type the quantity amount then press the Quantity button on the keyboard Open Department function Type the price on the command line then press an Open Department key This will add an item into the sale for the amount entered Void Sale function This function works 2 ways If there are items on your form meaning you are in the middle of a sale pressing this function will cancel the current sale If there are no items on the form the program will prompt for a transaction number The sales ticket transaction number is located on the right of the slip above the Tx label The sales receipt with that transaction number will be voided from the system Void Last Item function The last item on the list is removed from the sale Void function Allows the user to choose which item from the list to remove Use the up and down arrow keys to select the item then press the Delete key 29 New Price function Type the new price in the command line then press the new price key This will change the price of the last item in the list No Tax function Press this key if you do not want tax applied to the next item added to the sale The no tax flag will appear on the right of the command line This no tax flag is automatically turned off after the item is added If you inadvertently press the No Tax key press the same key a second time and it will toggle back to normal e Discount Item function Type the discount percent
21. commission should be entered as 0 10 Commission Rate 38 Price1 to Price4 are customer price levels Use Price1 as the default price for this item Price2 to Price4 should be used as price discount levels for this item A Customer price level is defined in the Customer record described later in this section Check off the Track Serial Number field if you wish to track serial numbers When tracking serial numbers a dialog box with additional prompts will appear at point of sale when this item is sold using the Track Serial Numbers feature Label Style is used for those items that do not have a barcode Style 1 produces a 1 X2 label and style 2 will produce a 1 X1 4 label styles are predefined for you from the start If you wish to change the appearance of these labels they can be edited using the QEP report writer The file name is Label Style 1 QEP thru Label Style 4 Use the Apply Tax1 to Apply Tax4 fields to define this item as a taxable item in any of the 4 available taxes Tax1 thru Tax4 were defined earlier during the installation and setup phase Preferred Vendor should be entered for those items of INVENTORY type Vendors are entered in the Vendor list Vendor names must be entered first then they can be chosen in the drop down list Reorder points are used for automated purchase orders Once the Quantity On Hand reaches below this number this item can be identified as one which needs to be ordered Gener
22. create new reorts or edit existing reports SQL knowledge is required before attempting to create a new report he first stage would be to click SQL and type your Select statement Sections are then added For example PAGE HEADER C COLUMN HEADER E DETAIL and G SUMMARY are the most commonly used sections on a new report Within each section system fields and or table fields are added Formatting controls are located on the right side of the form Before formatting a field or section select that item in the list of Inserted Sections and Fields When a section or field is selected other editing tools are available on the right of that list If you have no experience in report writing consult someone who has some knowledge in SQL and report writing or contact your dealer for assistance Edit QEP Report File Use this option to edit an existing QEP Report Database Stats Repair This form is used to repair broken indexes or to permanently remove records marked for deletion You will need exlusive acces to all tables to perform either a Pack and Reindex or Reindex Only By default all tables are selected The Pack and Re index option first removes records marked for deletion and then re indexes the index files There is no need to perform any of these functions unless you are experiencing system difficulties Database Statistics Repair Select All Deselect All andReindex Reindex Only Close
23. is used to determine the price an item is sold for Items have 4 price levels 1 thru 4 this means 4 different prices can be set for each item Each customer can be assigned a price level Tax Exempt is a logical field valid entries are Y or N If a customer is Tax Exempt sales tax on his receipt will be excluded Tax Tax Exempt Number is the customers tax exempt number issued to him by the state sales tax authority Tax Expires is the date the tax number expires Custi and Cust2 are custom alphanumeric fields Use these fields for your own purpose C Date1 and C Date2 are custom date fields Use these fields for your own purpose C AMT1 and C Amt2 are custom numeric fields Use these fields for your own purpose M e m O General Criteria Picture Items Purchased Account Activity Journal Transactions Memo fields are used to enter very large memos on each customer This is a memo field for the customer Picture Tab Each customer can have a picture file defined in their account a picture file is defined whenever the customer ID is entered at point of sale his picture will appear on the screen Picture files can be either the JPG or GIF file format All customer picture files must reside in the lt drive gt RSM server Database Customer Pictures folder General Memo Picture Items Purchased Account Activity Journal Transactions ee ERO TS TT
24. 0 0 0 0 0 n 1 0 Check Y NH Y NM NM Y M 0 0 0 0 0 0 0 Ctri F2 0 visa Y NM NM NM M C1 C3 g3 3 CR CB 1 Ctri F3 0 MON Y NM NM N Y oct C3 527422 0 Ctri F 4 0 67 Taxes 1 8 2004 Tax Listing Tax Mame Tax Fate CT Sales Tax 0600 TAX 2 0000 Other Reports Other reports is a reserved section in the menu structure for custom reports which will be added to the menu structure automatically after they are created Reports can be created using the QEP report Writer available in the Back Office module Saving that report to the lt drive gt RSM Server Database Reports folder will cause the report name to appear in the Other report sub group menu When the Back Office module is reopened these newly created reports will automatically appear in the Other Reports sub menu list 68 Tools Mi 10 xl File Lists Activities Reports Tools Help Edit SQL File QEP Report Writer Edit QEP Report File Database Stats Repair 4rchive Purge Data SQL Editor iBIXI software to Use the SQL Editor File Help global updates to your User DataSource DSN BS Server Database data table SQL is a aka Database Alias Mame scripting language for Tables programmers Halds D B _ DESCRIPTION Although it is for non ltemsOnS ale DE BATCH ID programmers you Items SALE_BEGINS need to get familiar Customers DE
25. 2 24 Station ID and File Locations Tab ha vient ilt mo lege va etu E c ie cv a Uv da a Red 24 giai R 24 Report Printer TAD 4 25 Pole DISDIAV 25 Scanner TaD 5 55 4 Re 25 Options 25 Sales Receipt Header and Footer 27 Programmable sa aS 27 The Point Of Sale software RSM exe 28 10061011 8 EL AME 28 Open Department 4 tunis 28 Vold Sale CHUNG TORN RE 28 item SE nt dd 28 Vold 21 M 28 New Price f me UON m
26. 2 Configure the Borland database engine Note It is not necessary to configure the Point of sale module or the Back office module The next step will restore those setting to its original state 3 Restore all Backed up files 72 Appendix A Table Structures BadChecks DB No Field Name Ji SI ORB 110 2 STATION_ID 3 DATE_TENDERED 4 ROUTING_NUMBER ACCOUNT NUMBER 6 CHECK NUMBER 4 CHECK AMOUNT 8 ED 9 ID_STATE 10 DOB 10 USER 12 USER 13 CUST_ID 14 CUST_NAME BalanceDetails DB No Field Name 1 ID 2 STORE 3 TRANSDATE 4 STATION 9 TRANSNUM 6 USER 7 DESCRIPTION 8 DEBIT 9 CREDIT BALANCES DB No Field Name 1 ID 2 TOT ONACCT CHGS 3 TOT_FINANCE_CHGS 4 TOT_ADJUSTMENTS D TOT ONACGT 6 PRIOR BALANCE 7 CURRENT_CHGS 8 CURRENT_FINANCE_CHGS 9 CURRENT_ADJUSTMENTS 10 CURRENT_PYMTS BALANCE 1 2 LAST TRAN DATE LS LAST TRAN 14 LAST TRAN AMT 15 TOT SALES Character or string Character or string Date and time field Character or string Character or string Character or string Floating point numeric Character Character Date field Character Character Character Character Character Character Date field Or Or string String string String string SEX ENG String string Character Or string Floating point numeric Character or string Character or string Floating point numeric Floating point nume
27. 2 00 2 00 3 00 4 00 4 00 O1 eic Entries to the sales batch table can be made using SQL statements These statements can be written using SQL Editor Tools SQL Editor from the back office main menu An example of an SQL statement that will insert a group of items into the sales batch file is as follows 57 Use this script to insert Items records ubo Lhe sales table 7 P ALL in this group wil be set at a sale Price 80 normal price 20 off Insert Into SalesBatchl ID DESCRIPTION BATCH TD SALE BEGINS gt ENDS REG_PRICE SALE_PRICE QTY QTY_TOT_PRICE Select DESCRIPTION SADE LIEMO 2002 1531 72002 PRICE Ly PRICE1 0 80 0 0 From Items Where Department STATIONARY The following is another SQL example this statement will delete all items in the sales batch that meet the condition specified 7 Use this script to delete records from the sales batch Le Delete From SalesBatchl Where Batch ID SALE ITEMS If you are not familiar with the SQL programming language please consult your dealer before attempting to execute an SQL script 58 Reports El Back Office Retail Sales Manager File Lists Activities Reports Tools Help Customer Balance Summary Customer Balance Detail Reports AJP Reports Sales Reports Purchase Reports Inventory Reports Tax Reports
28. 2 Reports Time Clock Reports Statements List Reports v op Other Reports On Line A R Reports Accounts Receivables reports Customer Balances Summary 1 8 2004 Customer Balance Report Summary Fage Phone Number s Balance ANTUNES COLLEEN 203 856 6698 926 96 ANTUNES ROBERT ANTBB3S 203 956 6698 203 848 1217 383 68 ARNOLD MELISSA 5188 203 362 0344 203 218 5199 69 11 Customer Balances Detail 1713 2004 Customer Balance Report Detail Trans Date User Descnptian ANTUNES COLLEEN 000 203 856 6698 51172003 ADMIN Finance Charge 11 14 2008 ADMIN CC COPAY ON 11 14 VOIDED 11 28 2003 ADMIN Finance Charge 11 30 2003 ADMIN Finance Charge 0 05 775 58 balance as of 2 622 15 ANTUNES ROBERTI 203 866 6698 203 846 121 7 51112003 ADMIN Finance Charge 11 28 2003 ADMIN Finance Charge 11 30 2003 ADMIN Finance Charge 0 05 X 811 55 balance as of 26 55 26 55 45 58 4 228 69 Balance 1 569 15 O O O 3 313 69 59 Statements Statements are designed to display a balance MP E mm xx forward current activity charges made during E the current period as of the closing date finance charges and a running balance They are also designed to fit in a double windowed Due letter size envelope where the return address 211110 and bill to address alig
29. 8 2004 Sales By User Summary 01 01 01 01 01 01 01 428 428 428 114 426 114 114 Date gt 1 01 2003 0 00 and Date lt BE S2003 11 59 User and Judy 411 DORR LAURA 428 Gewanter Sarah 102 Portanova Erika 911 Page Total Sales 12 75 68 40 649 00 Page 11 Stores Usem rans Transaction Amount 563 50 2 33 14 00 28 00 312 00 15 40 28 00 963 29 Page Total Sales 9 154 44 20 92 379 80 1 080 34 62 By User Detail 17872004 Sales User Detail Page Date gt 1 01 2003 0 00 and Date 1752003 11 58 and lastname gt Mame Date Stored Cust ID Trans Transaction Amount Judy 411 1 3 2003 8 15 48 01 BBSB 1 51 00 1 3 2003 10 58 32 01 SAB 734 4 80 40 17872003 14 59 01 CUIRE r 1 1 B 2003 7 58 45 01 MAYOO E 60 92 1 8 2003 43 47 01 VANOB 1 125 00 1 8 2003 8 16 01 AM 01 204 15 40 1 8 2003 11 25 06 01 0 4 82 85 1 8 2003 11 38 28 01 GENSAUS 5 18 00 1 8 2003 12 43 17 01 SUCH2B8B h 28 1 8 2003 3 48 37 PM 01 GARDDDO 400 00 1 8 2003 4 01 52 01 0204 5 275 00 1 8 2003 4 12 58 01 8365 11 of 1 8 2003 4 20 34 01 HOLDUTU 12 100 00 1 8 2003 5 06 31 01 CURASO 13 10 27 1 8 2003 5 18 28 01 MCNT221 14 633 00 1 955 82 Purchase Reports By 1 8 2004 PURCHASES ITEM Received Date gt T D
30. Customer List nl x Mew Save Cancel Delete Print Close Labels This list holds all customers and their information The general tab is used for the customer s basic information SMITH JOHN 2033867607 General Criteria Memo Picture Items Purchased Account Activity Journal Transactions ID 2033867607 Type NORMAL Tax 81 JOHN M SMITH Taxtt Expires First Initial Last Name Address1 685 HONEYSPOT ROAD SSN 0 Address2 DOB 57231965 0 Address3 ES Gender MALE City St Zip STRATFORD CT 05615 Cust1 C Phonel 203 377 4747 Phone2 om 9 Datel Fax cp Price Lvl Cust2 pamm C Amt2 Email SALES CCRBIZSYSTEMS COM Hello world Credit Limit 500 00 ID is a unique identification number which you define upon entering a new record You may use numbers and or letters to define the customer ID Id O zero is reserved for the default customer record Record 0 must be redefined or deleted Life Activity Sales 348 39 Charges 55 60 Finance Chas 00 Payments 00 Adjustments 00 Last Sale Date 1 10 2007 11 34 04 Trans Type Purchase Amount 254 33 BALANCE 55 60 Type must always be set to NORMAL The SYSTEM type is used for the default customer record who s ID is 0 zero Price Lvl Price Level
31. Description Depaitment 546 Department Class 14 this form to reference detailed s oe transaction data All POS e IR ON DEN Workstation transactions are recored SLE a ESTE here EU NUS 01 13 06 01 01 01 13 06 01 01 01 13 06 01 01 01 25 06 01 01 01 25 06 01 01 01 25 06 01 01 01 25 06 01 01 01 25 06 01 01 01 25 06 01 01 01 25 06 01 01 01 25 06 01 01 01 25 06 01 01 No Sale VOIDED SALE VOIDED SALE VOIDED SALE CANCELLED SALE CANCELLED SALE CANCELLED SALE CANCELLED SALE CANCELLED SALE VOIDED SALE CANCELLED SALE VOIDED SALE c oon nor Other Lists Item Types x The tem Types list are pre defined values COUPON is not yet being New Ed utilized do not use this type when defining a new item in the Item List form INVENTORY the most commonly used type is used for all items you want to track inventory on INVENTORYLINK type items are defined for those items whose master item is of type INVENTORY An INVENTORYLINKE type item is used as a case breakdown Buy by the case and sell by the six pack or single bottle The six pack in this example is the INVENTORYLINK item and the master item is the case NON INVENTORY and SERVICE types are used for items you do not want to track inventory on Sub Departments This list defines all available sub department names for your items Just ux as department totals can totaled sub department tota
32. SALE ENDS with it s commands Use this script to delete records from the sales batch before you can write y Delete From SalesBatchl new scripts There Where Batch ID BATCH ID are many sources online which will train 4 users to write SQL Modified CARSM Server Database SQL Scripts Sales Batch Delete records From thi scripts you do not plan to learn SQL contact your dealer if you need some scripts written for you Edit SQL File Use this option to edit an existing SQL Script When the SQL is open for editing you can use File Execute to run the script QEP Reports Writer Reports File SQL Filter Sections System fields Table fields Zoom Help Field Section Name report title Memo Label Section Calc Field editor STOCK STATUS BY ITEM salfiterexpression HEADER Inches Height width 021 2 89 Left Parent Section El 4 2 Header Section Align to potter Force new colurnn Force new paga EUROPE Print Prini if empty Master Footer Section INVENTORY STOCK STATUS BY ITEM salfiterexpression ESCRIPTION 4 1 FOuUM M AE unuuumumuumumumuuuuuuuuuumuuuuuuuumuuuuuuuuuuuuuuuuuuuuuuuumuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuu ueuus Modified Server DatabaselReportslnventory Reports Inventory Stock Status By Item QEP 69 The QEP Report writer is used to
33. Sales Reports By Sorted and grouped by item description 17872004 SALES BY ITEM DATE gt 1 01 2003 and DATE lt 6 8 2003 Description Department Sub Department SO FITVyHEY PROTEIN SAMPLE OTHER FOODS SHAPEFAST PLUS BOTTLE INVENTORY SHIPPING amp HANDLING SERVICE amp HAND By Department Sorted and grouped by department 1 8 2004 SALES BY DEPARTMENT DATE gt 1 01 2003 and DATE lt lt B 8 2003 Department City Sales FOODS 140 00 242 70 HYPNOSIS 62 00 5 325 00 Sub Department Sorted by Sub Department item description Same detail as the Sales By Department report except the sort and grouping is by sub department By Class Sorted by Class lt Same detail as the Sales By Department report except the sort and grouping is by class gt By Customer Summary 1 8 2004 Sales By Customer Summary Date gt 1 01 2003 0 00 and Date 5 2004 11 59 P Customer Name and 0 JOHNSON JOAN 10H 1330 KIRBY BRUCE KIR3525 KNIGHT EVELYN 49299 By Customer Detail 1 8 2004 Sales By Customer Detail Date gt 1 01 2003 0 00 A and Date B g2003 11 59 P Date HOTCHKISS HILARY 8 238 17372003 202189 PM 171672003 3 22 28 1 20 2003 3 35 43 1 23 2003 2 04 22 PM 173072003 3 28 27 21372003 3 14 35 21672003 3 14 03 By User Summary 1
34. Total Number Of Tables Total Selected Tables 46 46 ial x a Database Size 0 00 GB Drive C Other Programs 6 92 GB Drive Tye NTFS Free S On Drive 67 60 GB Drive Label PROCON SPORE Total Space On Drive 74 53 GB CUSTOMERTYPES DB DEPARTMENTS DB FUNCTIONS DB GIFTCARDS DB GIFTCARD DETAILS DB INV ADJUSTMENTS DB INV ADJ JOURNAL DB lt lt lt lt lt lt lt lt lt lt lt lt lt lt E RSM i Free 70 Archive Purge Data You must have exclusive access to all tables in order to perform this function Enter the date for which all details will be deleted from the system summary record will be created for those details so overall totals will be maintained To save this archive copy burn the following path onto removable media such as a CD R The folder is lt drive gt RSM Server Database MArchive The files in this folder contain the detailed data you just summarized and purged Archive Data Older than 71 Files It is recommended that the following folders and its sub folders be backed up on a daily basis lt drive gt RSM Local Database lt drive gt RSM Server Database lt drive gt Program Files Professional Consultants If you are using IC Verify also include the folder and sub folders IC Verify is installed in Disaster recovery 1 Re install the RSM modules using the Retail Sales manager setup CD
35. X 1 2 across Before clicking on Print next to the print button choose the Barcode style to print Only items in the list with the barcode style entered in this box will print After all labels are printed click the Empty Que button this will erase all of your entries 54 Please note When you use the Receive Items form items label styles and quantities from that form will automatically appear on this form making your label printing less tedious So after receiving items into inventory it is good practice to come back to this screen and print your labels Default label style for each item are definable in the Item list form Sample Barcode Labels 1 X 1 Label 1 X 2 Label Bad Checks ioi The Bad Checks form is used to build the bad check file The Bad check file Fes ees e pae Bong controls the authorization of receiving no checks at the point of sale Ihe 27 34 26 36 authorization only takes place if you setup up the check tender to Capture Check Data See POS Setup Tenders When you receive a check the point of sale will prompt the user for additional information 8 21 2 This information is cross referenced in the Bad Check file there i isa match the check will not be authorized for acceptance The routing number account number and check number appears on the lower right portion of a personal check in the respected order This form d
36. amount 10 10 in the command line then press the Discount Item key This will discount the last item on the list Discount Item function Type the dollar amount to discount 100 1 00 in the command line then press the Discount Item key This will discount the last item on the list Discount Sub Total function Type the discount percent amount 10 10 in the command line and press the 96 Discount Sub Total key This will apply a percent discount on all items Discount Sub Total function Type the discount amount 100 1 00 in the command line and press the Disocunt oub Total key This will apply a dollar discount amount on all items The discount amount will be distributed evenly on all items this is for the tax calculating purpose Gift Certificate function Type the amount of the gift certificate in the command line then press the Gift Certificate key This produces a line item on the sale representing the sale of a gift certificate Return function Press the Return key before adding an item to the sale The item is identified as a returned item by the price being a negative amount The Return single label will appear on the bottom left of the command line After an item is rung up as a return the Return single label is automatically removed To return more than 1 item press the Return key 2 times the Return multiple label will appear instead All items added to the sale will be treated as a return u
37. you wish to include transactions from the hold table in the current sale 32 New function Use New Item ID 00994 POLAND SPRINGS WATER 20 02 Vendor ID Department 01299 MISC UOM EA Sub Departrr 111 Type INVENTORY x Class Cos Preferred Vendor puEsTAM e Levels Tax Price 10 FFE Tag Along ID Price 200 m o Comm Rate Adi 1 0000 Price3 00 Reorder Point 0 Price4 00 Tax4 Label Style Track Serial Number Picture File The New ltem function displays form for entering new items There are 4 required fields ID Vendor ID Type and Taxable Be sure the ID is unique otherwise the save procedure will report an error and the item will not be stored into the table The Type field needs to be set to INVENTORY NON INVENTORY or SERVICE The Taxable field should be a Y or N Item Lookup function Type the description of the item in the find dialog prompt then press enter To perform a second search select Find from the menu If you want the selected item to be inserted into the sale select the Use button New Customer function New Customer Use Close General Criteria ID NAME ADDRESS PHONE EMAIL OTHER 9179033095 JOHN M SMITH Ancus wk Zant Mane 685 HONEYSPOT ROAD See
38. 0 11 25 2003 Purchase PO 5105 PO Date 11 25 2003 35 70 00 0 11 25 2003 Purchase 5106 PO Date 11 25 2003 12 00 00 0 11 25 2003 Payment Check POH 5102 00 81 30 0 11 25 2003 Payment Check POH 5103 00 91 68 0 11 25 2003 Payment Check POH 5104 00 83 00 0 11 25 2003 Payment Check POH 5105 00 78 40 0 11 25 2003 Payment Check POH 5106 00 12 00 0 12 28 2003 Purchase POH none 2 35 25 PO Date 1 353 14 00 0 12 29 2003 Purchase PO 5106 PO Date 12 29 2003 7 40 00 0 12 29 2003 Payment Check 5106 00 740 072 Total Charges 1 706 92 Total Finance Charges 00 Balance 1 353 14 Total Payments 353 78 Total Adjustments 00 iBi Barcode Labels lt r This form gives the user the ability to Item Links Empty Que create barcode labels using the Bar w Code Blaster printer Select items i 5 00 SUB 2883 2175 094376898583 IPAE ADHESIVE TAG SILVER 015586587302 from either of the two drop down lists and click the Add Item or Add ILink button The Add Item button adds the selected item in the Items table Add llink uses the Item Link table To learn more about the Item Link file see List Items When you are finished adding all items to your list Choose the approbiate label style for each of the entries Label style 1 prints a 1 X 2 size label Style 2 prints 1
39. 01 1 SET 1 20 5106 12 28 2003 Last Cost tab displays Items you 015586587302 ADHESIVE SILVER 2 37 5105 11 25 2003 ALEENE S 30 FOIL GLUE 1 90 5105 11 25 2003 purchased from this vendor and the ALL PURPOSE GLUE 0 5106 12 23 2003 1717656336628 ALPHA STAMP SET CLASSIC 10 00 none 2 35 18 PM 12 28 2003 last price you paid purchase the HI WND 0194760 ARTIST WATERCOLOR SML AST 180 561 57 none 2 35 25 12 28 2003 ite m Gift Cards Pending Documentation 44 Purchase Orders 685 HONEYSPOT ROAD Ini x PURCHASE ORDER VENDOR 8 23 2006 Closed N SHARP ELECTRONICS Find Next Items form STRATFORD CT 06615 203 377 4747 Save Print Close Delete Preferred vendor items only RCPT PAP 1869 2PLY 3 1 4 128 50 Remove Vendor ID Description Gy Amount Received Closed Pricet ERA410 KBDCVF SHARP 4410 KEYBOARD COVER 5 00 6 00 30 00 5 1 D ERA410 ERA410 SHARP 410 4 00 5 00 20 00 N 4 Total 50 00 Message m 12 22 Due Date 8 24 2006 Balance Due 50 00 The Purchase Order form will give you the ability to view and edit some fields in the purchase orders you created Another form named Create Purchase Order is used to create your purchase order entry The form is located in the Activities menu Use this form to add modify items
40. 1 2003 and Receised Date lt 1 68 2004 Description ACIDOPHILUS CAPSULES TUDCTIAMER ACIDCAP ACIDOPHILUS SUPPLEMENT 100 CT 0016630015546 SET COL 1 SET 1656344333 ADHESIVE TAG SILVER 0155686597302 63 By Vendor 1 8 2004 PURCHASES BY VENDOR Heceied Date 1101 2003 and Received Date Description ID Cost CCR Business Systems ACRYLIC PAINT SET 12COL 1 SET 117656344333 66 00 ADHESIVE TAG SILVER 01558658 7302 99 54 ALEENE 5 30 FOIL GLUE aor 017754155986 102 60 ALL PURPOSE GLUE BOr 17656268299 5 40 ALPHA STAMP SET CLASSIC 117656336625 00 30 00 ARTISTVVATERCOLOR AST 180 01847280 00 1 323 14 1 629 68 Unpaid Purchase Orders 178 2004 PURCHASE ORDERS Page Date Tennis Status Paid CCR Business System s 203 377 4747 5104 11 25 2003 CONFIRMED 83 00 26 00 26 00 Inventory Reports Inventory Valuation Summary 178 2004 INVENTORY VA LUA SUMMARY Asset Value 624 Inventory Valuation Detail 17872004 INVENTORY VALUATION DETAIL Description Hand Asset Value ART SET POSTERS PERCENT A ART 1000 ASSORTED FOAM FLOWER POVVERTIBUPCS 717656303156 64 Inventory Stock Status By Item 178 2004 INVENTORY STOCK STATUS BY ITEM Description Reorder Pt Hand Order Order ART SET POSTERS PERCENT 4 ART 1000 00 6 00 00 ASSORTED FOAM FLOWER POMERTGOPCS 717656303156 12 00 OO
41. 1 ID Character or string 29 2 STORE Character or string 6 3 TRANSDATE Date field 4 Character or string 5 5 TRANSNUM FLoating porne numeric 6 USER Character or string 5 y DESCRIPTION Character or string 60 8 DEBIT Floating point numeric 2 CREDIT Floating point numeric GIFTCARDS DB No Field Name 1 ID 2 FIRST NAME 2 MIDDLhE INITLADB 4 LAST S ADDRESSI 6 ADDRESS2 7 ADDRESS3 8 CITY 9 STATE 10 ZIP dul PHONE 1 124 2 23 DATE ENTERED 14 TOTAL CRED 129 TOTAL DEBE 16 BALANCE Holds DB No Field Name 1 STORE 2 STATION 2 DATE 4 TRANSNUM USER 6 ID SERIAL NUMBER 8 DESCRIPTION 9 TYPE 20 DEPT 11 12 CLASS 1 3 QTY 14 UOM 15 COST 16 17 PRICE 18 19 CUST_ID 20 CUST_NAME 21 CUST TAXEXEMPT NO 2 CUST EXPIRES 23 24 ZS TAX2 26 TAX2AMT 27 TAX3 2 8 Character or Character or string Character or string Character or string Character or string Character or String Character or string Character or string Character or string Character or string Character Qr String Character or string Date field Floating point numeric Floating point numeric FLoating point numeric Character or string Character or string Date and time field Floating point numeric Character or string Character or string Character or Character or stri
42. 6 06 7 lt 07 26 06 52 Receive Items The receive items form is used Bill Received Due Date 1 10 2007 Sendto Barcode Labels Que 54 Re en 6 00 12 00 none 1 30 10 00 SHARP 410 1 00 1 00 649 00 549 ne 1 30 750 00 Dummy 2 1 00 1 00 00 00 none 1 30 Y 00 to add inventory to your stock Enter the date you received the items Choose the vendor the items are purchased from You may leave this field blank if you wish not to track this information by vendor Using the drop down list select the item you received then click the Add button Repeat this for all items received To remove an item Te isco from the list you are building click the item then click the Remove button When all items are listed on this form enter the quantities received for each item Please note If you created a purchase order for these items you do not need to add each item simply choose the Purchase Order number from the drop down list and click Add PO This must be done before any items are manually added to the form By checking off Bill Received you will also need to enter the Due Date This will create a bill for later when you make a payment to this vendor Click OK when you are ready to post these entries EID E E E Adjust Quantity Value On Hand Adjust Value Only ID
43. 747 Align to recei ILI E emo m new column L 1 Native Height Parent Section 12 74 fa m NEIN Header Section 164 50 4 52 92 RETAIL SALES MANAGER 685 HONEYSPOT RD STRATFORD 06615 203 377 4747 27 Edit the receipt report and make any necessary changes such as the receipt header and footer messages The file 15 located the Local Database LAY and SQL FilesV folder named Sales Receipt QEP Using explorer navigate to this file Right click it and select Edit Look for and select receiptheader In the Memo field editor change the text of this receipt header memo Do the same with receiptfooter When your changes are complete select File Save DATE USER STORE STATIO Transactions TR DESCRIPTIO QTY AMOUNTTX Copy this file to other POS stations to O save time from formatting all POS station if AUTH_ CARD NUMBER T ioci sales receipts Be sure to place it in the 1 gt 1 IF OQTY 1Y AND WIOM gt 1 _ CARD_NUMBER If AUTH_ ON Upper AUT same folder as the original RSM Local Database Lay and SQL Files SALES RECEIPT QEP Programmable Keyboard Program your keyboard before continuing The key assignments SHORTCUTS are located in the back office File POS Setup Functions Open Depa
44. 8 10 32 CANCELLED SALES 01 01 61 1 1 2004 8 10 32 PM 01 01 62 1122004 8 10 32 NO SALE Index Default Filtered Mode Browse 2 2 Readings Whenever a POS Station performs a Z Reading Clears out totals it posts 15 reading in this table Use this table to reference Z Readings d 2 Readings Edit Mew Refresh Delete Prev Next View SortBy Find Utilities Help Reset Une Ver D 01 5 22 2003 10 46 22 PRIOR BANK 50 00 104 E 01 1 5 22 2003 10 46 22 CLOSING BANK 50 00 104 O1 Of 3 5 22 2003 10 46 22 104 O1 01 4 5 22 2003 10 46 22 Cash 92 64 00 4 104 01 01 5 5 22 2003 10 46 22 Check 41 20 00 3 104 01 01 5 22 200310 46 22 Visa 00 104 O1 Of 7 5 22 2003 10 46 22 M C 00 104 01 01 8 5 22 2003 10 46 22 Amex 00 104 01 01 39 5 22 2003 10 46 22 Gift Cert 00 104 01 01 10 5 22 2003 10 46 22 On Account 00 104 E O1 01 11 5 22 2003 10 46 22 4M 00 104 01 01 12 5 22 2003 10 46 224M Tender 09 00 104 01 01 13 5 22 2003 10 46 22 10 00 104 01 01 14 5 22 2003 10 46 22 Tender 11 00 104 01 01 15 5 22 2003 10 46 22 Tender 12 00 104 01 01 16 5 22 2003 10 46 22 104 x Index Default Filtered Mode Browse 46 Journal History The end of day Z Reading will post SM all sales transaction to this table Use x i Date Store Station TH User
45. AILS DB ann ne ns 76 GIFTCARDS enceinte 77 PNR ne 77 ME 78 AOL 79 ADJUSTMENTS DB nn 79 ITEMS DB E 79 IremsSold DB 252 MEI IMEEM MEME 80 5 4 80 HEMT PCS DB me DM 81 eee 81 LABEL QUE DB a ae ana ete 82 Lect 82 ONHAND DB 83 ER 83 PURGHASEORDERS n e Eau 83 5 5 84 Receive JOU DB ce 84 RECEIVED ITEMS DB 52252 85 5 tn an E UE 85 Sales Tax a a EEE ER 86 c C 86 STATEMENTS 86 DEOL CCl meet EUNT 86
46. BRIDGEPOR customers to take merchandise on credit Customer payments are accepted either at the point of sale or by check in mail using the back office feature Receive Payments Adjustments are made using the Enter Statement Debit Credit form All transactions the Account Activity Tab define the customer s balance General Memo Picture Items Purchased Account Activity Journal Transactions EMEN gw ITY 24 2003 12 25 48 TXBL SALES BOOK SOUND OF MIRACLE 1 24 2003 12 25 50 PM SALAD DRESSING BOTTLE 1 24 2003 12 27 53 PM Sales Tax 1 24 2003 12 27 54 PM Cash 1 24 2003 12 41 09 PM BOOK SLIM WITHIN MACARONI AND CHEESE 1 24 2003 12 41 10 PM 1 24 2003 12 42 48 Cash 5 12 2003 8 26 57 SCI FIT WHEY PROTEIN SAMPLE 5 5 12 2003 8 26 58 104 BOOK SOUND OF MIRACLE 5 12 2003 8 26 59 104 NOTATION Journal Transactions Tab This screen displays journal entries made during daily sales All journal transactions for this customer will appear on this form 42 Vendors 5 Mew Save Cancel Delete Print Close General Memo Items Received Account Activity Last Cost Vendor Name CCR Business Systems Contact Jandy G Address 683 Honeyspot Address2 Address3 j City StZip je ce Cam Phonel 203 377 4747 Phone2 C Datel m REESE Fax ipsi Cust2 C A
47. Boolean field Character Date field Character or string Date field Character or string Character SttiHg Date field Floating point numeric Character or string Date field pPloatrimng pornt numeric Floating point numeric Character or string Date field Floating point numeric Character or string Floating point numeric Character or string Floating point numeric Character or string 40 25 30 30 30 76 CEA Lp Floating point numeric 38 DESC Character or string 21 39 CIS spp Floating point numeric 40 DESC Character or string 30 41 CT6 ID Floating point numeric 42 DESC Character string 30 43 CI CDD Floating point numeric 44 DESC Character or string 30 45 2120 2119 Eloating point numeric 46 CIS DESC Character Qr 30 47 CIS p Floating point numeric 48 CT DESC Character or string 30 49 Floating point numeric 50 CIID DESC Character or string 30 5 ENTRY DATE Date and time field 52 LAST MODIFIED Date and time field 53 Text 10 54 CREDIT LIMIT Ploatang pornt numeric CustomerTypes db No Field Name Type Width 1 ID Character String 15 Departments db Field Name Type Width 1 ID Character or string 15 Functions db No Field Name Type Width 1 ORDER l6 bit integer 2 TD Character or string 25 3 SHORICUI Character or string 15 4 SECURITY LEVEL l6 bit integer GIFTCARD DETAILS DB No Field Name Type Width
48. Description Department nt 4 00 12 30 99 01 25 06 01 25 06 01 28 06 01 28 06 01 30 06 01 30 06 02 02 06 03 17 06 03 17 06 03 17 06 04 04 06 04 04 06 04 26 06 04 26 06 05 01 06 05 16 06 05 16 06 06 02 06 06 02 06 06 13 06 06 13 06 06 13 06 Cash Check Cash Check Cash Check Cash Cash Account Visa Amex Cash Cash Cash Cash Visa Visa Cash Cash Cash Cash Visa Visa Cash Cash Visa Visa Cash Cash Cash Cash Visa Visa Cash Cash On Account Visa Amex Activities EJ Back Office Retail Sales Manager File Lists Activities Reports Tools Help Receive Payment Enter Statement Debit Credit Assess Finance Charges Create Statements Create Purchase Order Inventory Pay vendor Enter Vendor Debit Credit Barcode Labels Bad Checks Sales Batch Tenders Received lo x On Line Receive Payments Customer payments on account can be done in two ways from the point of sale program or from using this form in the back office module The point of sale method is described in the section Point Of Sale Software On Account Payment function To Receive Payments Customer ANTUNES COLLEEN ANT 0000 49 iol i 4842004 926 96 Amount 250 00 Next Pymt Method Check Ok Payment PROFESSIONAL CONSULTANTS LLC BRIDG Check 236654 m receive a payment using this form do the following Select the customer fro
49. ESCRIPTION Criteria7 DB No Field Name 1 ID 2 DESCRIPTION Criteria8 DB No Field Name 1 ID 2 DESCRIPTION Eloating pornt mn merrcc Character or string Floating point numeric Character or string Floating point numeric Character or string Floating point numeric Character or string Floating point numeric Character or string Ploating pornt numerare Character or string 15 Criteria9 DB No Field Name 1 ID 2 DESCRIPTION Criteria10 DB Eloating pornt mn merrcc Character or string No Field Name aD ID 2 DESCRIPTION CUSTOMERS DB Floating point numeric Character string NO Field Name ID 2 FIRSTNAME 4 MIDDLEINITIAL 2 LASTNAME 6 ADDRESS ADDRESS2 8 ADDRESS3 9 CITY 10 STATE 121 ZIP qu 1 13 2 14 15 EMAIL 16 dc NUMBER 18 EXPIRATION SSN 20 DOB 21 GENDER 22 CUSTOM 23 CUSTOMI DATE 24 CUSTOMI AMT 25 CUSTOM2 26 CUSTOM2 DATE 21 5 2 28 PRICE IBEVEID 29 PICTURE_FILE 30 CT_EXPIRES SL Cr ep 22 Cll DESC 33 CZ cp 34 CTA DESC 55 GEST 36 Cio DESC Character or string Character or string Character or String Character or string Character or string Character or string Character or String Character or string Character or string Character or String Character or string Character or SEring Character Character or string Character or string
50. Floating point Floating point Boolean field numeric numeric numeric numeric numeric numeric Character or string Character or String Character or string Date field Floating point Floating point Floating point Floating point 106 Eloacting pornt Floating point Boolean field numeric numeric numeric Dumerxe numeric numeric numeric Character or string Character or String Character or string Character or String Character or string Character or string Character or String Character or string Character or string Floating point Floating point Floating Point pOint numeric numeric numeric numere 60 60 19 80 13 PRICEA4 14 15 TAN 16 TAXS 17 TAXA 18 TAGALONGID 19 COMM RATE ADJ 20 PICTURE FILE 21 TRACK SERIAL NO 22 PREFERRED VENDOR 23 REORDER POINT 24 LABEL STYLE ItemsSold DB NO Field Name 1 STORE 2 DATE 3 DESCRIPTION 4 ID 5 TYPE 6 DEPT J SUBDEPT 8 CLASS 9 10 UOM TI COST 12 EXTCOST 13 PRICE 14 EXTPRICE 15 TAGALONGID 16 MASTERID 15 BREAK UNIT 18 MAST UNIT 19 COMMISSION ItemsSoldToCustomers DB Joy Ws Field Name CUS TD DATE STORE STATION USER TRANSNUM LD DESCRIPTION SERIAL NUMBER SERIAL NOTE TEPE DEPT OUBDEPT Floating point numeric Boolean field Boolean field Boolean field Boolean field Character Or String
51. Floating point numeric Character String Boolean field Character or string Floating point numeric Character or string Character or string Date field Character or string Character or Character or string Character or string Character string Character or string Floating point numeric Character or string Floating point numeric Floating point numeric Floating point numeric Floating point numeric Character or string Character or string Floating point numeric Floating point numeric Floating point numeric Character or string Date and time field Character or string Character or string Character or string Floating point numeric Character SECINO Character or string Character or string Character or string Character or string Character or Character suring 68 30 40 41 29 15 15 LS 15 68 28 29 41 29 60 15 15 14 is 16 17 1 8 Lo 20 21 22 CLASS 5 PRLCE TAGALONGID REFERENCE ItemTypes DB Field Name JournalHistory db L OYy G9 GO 02 TINO ISO ON Ie ee pps pg qp i be 096 ed UNEO Field Name STORE STATION DATE TRANSNUM USER LE SERIAL NUMBER DESCRIPTION SUBDEPT CLASS COST EXICOSI PRICE CUS
52. Hepeat the steps for the installation CD for all other workstations Keep table on previous page in mind when deciding what you would like to install Database Engine Setup Every computer with the following setup types must have the Database Engine configured Stand Alone Back Office and Point Of Sale The default Borland Database Engine 8 2 Configuration is OfflinelDAPI32 cfg If the server also is Point of Sale no oi PSN changes are to be made to either Offline or OnlineIDAPI32 cfg files 5 8 diat Fies Wod ENABLE BCD FALSE For all other work stations open H 3 DBDEMOS C ASM Local Database OnlineIDAPA32 cfg file Choose Object Open Configuration Online define directory as Drive S RSM server database Choose the Configuration tab choose drives native paradox Net directory 15 Drive 5 5 server database If prompted to use OnlinelDAPI32 cfg file as a default choose Desktop Shortcuts To place icons on your desktop do the following Click Start Programs Professional Consultants RSM right click Back Office Send To Desktop Create Shortcut Use the same procedure for RSM Point Of Sale Install Receipt Printer Select Start Menu Settings Control Panel Printers and Faxes Add Printer Notes Select Local Printer Next If wizard does not find the printer just click next 10 Use the appropriat
53. PER 01 28 06 PROGRAMMING OPENDEPT PROGRAMMING PROGRAMMING 01 28 06 Paid Out PAIDOUT Cash 01 28 06 REPAIR OPENDEPT REPAIR REPAIR 01 28 06 SHARP ERA410 ERA410 INVENTORY ECR 01 30 06 50 00 Off SHARP ERA410 ITEMDISCOUNT ECR 01 30 06 PAPER OPENDEPT PAPER 01 30 06 Paid Out PAIDOUT Cash 01 30 06 SHARP A410 KEYBOARD COVER ERA410 KBDCVR INVENTORY ECR Tax Collected File New Edit Save Cancel Prev Next Find Utilities Store Date Description Tak AMT Tax 2AMT 4 Tax AMT ALL 12 30 99 00 00 00 00 00 01 25 06 Sales Tax 54 84 00 00 00 54 84 01 28 06 Sales Tax 141 78 00 00 00 141 78 01 30 06 Sales Tax 42 36 00 00 00 42 36 02 02 06 Sales Tax 10 73 00 00 00 10 73 03 17 06 Sales Tax 1315 00 00 00 13 15 04 04 06 Sales Tax 11 88 00 00 00 11 88 04 26 06 Sales Tax 28 80 00 00 00 28 80 05 01 06 Sales Tax 27 66 00 00 00 27 66 05 16 06 Sales Tax 2 70 00 00 00 2 70 06 02 06 Sales Tax 4 26 00 00 00 4 26 06 13 06 Sales Tax 4 56 00 00 00 4 56 06 19 06 Sales Tax 10 63 00 00 00 10 63 07 14 06 Sales Tax 60 06 00 00 00 50 06 08 30 06 Sales Tax 94 72 00 00 00 94 72 09 18 06 Sales Tax 63 12 00 00 00 63 12 10 20 06 Sales Tax 3 48 00 00 00 3 48 10 23 06 Sales Tax 65 67 00 00 00 65 67 10 31 06 Sales Tax 73 33 00 00 00 73 33 12 29 06 Sales Tax 77 59 00 00 00 77 59 Tenders Received File New Edit Save Cancel Prev Next Find Utilities x Store Date
54. Retail Sales Manager RSM USER MANUAL www retailsalesmanager com m il 0 Consultants LLC Copyright 2004 Contents Installation and 2 2 24 8 DEA iiio C D 55 5 8 Multiple Workstation Installation eere eene nnne 8 Database Engine Rite res 9 85 10 5 116015 2 5555 5 0 2 05 EE 9 IC Verify Software InstallatlOR sense its 11 Mercury Payment Systems DSI Client 11 Back Office Station 12 The Back cts 14 Company 2 aina Lo 14 Users 5 its een nets 14 16 9 16 Open Departments er et nd is LEE 16 WING CUS eC e 18 Gl Ce C HA MC e 23 Point Of Sale Station Configuration 22 22
55. SS ENTRY SHORTCUT Cw F7 SECURITY LEVEL 0 OPEN DRAWER ID The tender name is entered here Tender Ids must be unique FORCE AMOUNT ENTRY If Y the system will not accept the tender unless the user first enters in an amount tendered then presses the tender key ALLOW OVER TENDERING If the system will calculate change if the user enters an amount tendered greater than the sale amount NORMAL TENDER Must be Y GIFT CERTIFICATE Question is this tender a gift certificate Y N HOUSE CHARGE Question is this tender a house charge Y N CAPTURE CHECK DATA If Y the system will prompt for additional information when this tender is used The system also cross references the Bad Check file with the information entered and it will decline the tender if a match was made in the bad check file USES CC AUTHORIZATION If IC Verify or DCIClient is used for this tender place a Y in this field Please note Code fields are related to the IC Verify or DCIClientX software If the tender doesn t use Credit Card Authorizations ignore these fields Check your IC Verify or DCIClient manual for additional information on these fields 22 FORCE ADDRESS ENTRY This field is Normally If address information will be sent along with the credit card number for an authorization code SALE CODE Code used for requesting an approval on a regular sale CREDIT CODE Code used for requesting an approval on a return sale
56. T DB NO Field Name d Description 2 Vendor Name 3 Item ID 4 Last Cost 5 Last PO Number 6 Last Purchase Date Level1 DB No Field Name Order 2 Label Level2 DB No Field Name 1 Order 2 Label Level3 DB No Field Name 1 Order 2 Label Floating point numeric Floating point numeric Character or string Character or SECINO Character or string Character or String Character or string Character or string Character or string Character or string Character Floating point numeric Floating point numeric Character or string Character or string Character or string Floating point numeric Character or string Date field Floating point numeric Character or string Floating point numeric Character String Floating point numeric Character or string 60 10 40 20 25 ONHAND DB No Field Name ID 2 ONHAND 3 DATE 5011 LAST 4 LAST 9 QTY _SOLD_LAST 6 SOLD AMT LAST 7 DATE PURCH LAST 8 VENDOR PURCH 9 10 PURCH AMT 12 OQTY_SOLD_LIFE 182 TOTAL SALES LIFE 13 QTY_PURCH_LIFE 14 TOTAL_PURCH_LIFE 15 _ 16 _ 17 AVG COST 1 8 ASSET VALUE OpenDept DB lt lt RAUN Field Name TAGALONGID COMM RATE OHORICUT SECURITY LEVEL P ICTURE PURCHASEORDERS D DB I GO Co Po FE Field Name PO Numb
57. T ID CUST NAME CUST TAXEXEMPT NO CUST TAXEXEMPT EXPIRES TAXI 2 TAX2AMT TAX3 TAX3AMT 4 4 TAGALONGID MASTERID BREAK UNIT 5 UNIT Character of string Floating point numeric Character or string Floating point numeric Floating point numeric Floating point numeric Floating point numeric Character string Character String Character or string Character or string Character or string Date and time field Floating point numeric Character or string Character or string Character or string Character or String Character or string Character or string Character or string Character or string ELoating point Numeric Character or string Floating point numeric Floating point numeric Floating point numeric Floating point numeric Character or string Character or string Character Or Date field Boolean field FLGaEINg poinEt N mertre Boolean field Floating point numeric Boolean field Floating point numeric Boolean field Floating point numeric Character Or String Character or string Eloating posrnt Numeric Floating point numeric 1 9 68 25 25 219 41 LS 145 LO LS 25 40 68 25 81 82 22 26 37 38 39 40 41 42 COMM RATE ADJ COMMISSION SERIAL NOTE AUTH CARD NUMBER AUTH CARD EXPIRES AUTH NAME CARD AUTH APPROVAL CODE REFERENCE LABEL QUE DB Field Name Description Label Style Barcode Value Price Qty LAST COS
58. WHITE OUT 00 3 00 31 93 PC FARM 03 31 03 11 0 0083317003803 VIT ANTIOXIDANT FORMULA 00 2 00 6 50 13 00 PC FARM 03 31 03 12 5 THERMOGENICS 1 PKTS 00 3 00 35 1 05 PC FARM 03 31 03 none 1 05 0020525101228 50 COMPLEX SCHIFF 00 2 00 8 07 16 14 PC FARM 04 01 03 10 0 THERMOGENICS 1 PKTS 00 2 00 35 20 Unidentifie 04 01 03 none 10 0 0020525101228 50 COMPLEX SCHIFF 00 3 00 8 07 24 21 Unidentifie 04 01 03 none 10 0 0020525101228 50 COMPLEX SCHIFF 00 1 00 8 07 8 07 Unidentifie 04 01 03 10 0 0022506002036 EVENING PRIMROSE OIL 1300 00 1 00 17 37 17 97 Unidentifie 04 01 03 12 4 BLINTZ BLINTZES 00 1 00 3 00 3 00 Unidentifie 4 Index Default Record 1 of 106 Made Browse Al items received from purchase orders or manual received items appear in this list Use the list for reference only Items are recived using the Receive Items form This can be found under the Activities Inventory menu Receiving items will be explained in more detail in a later section Activities Inventory Receive Items Serial Numbers Serial Numbers list all items sold with serial number tracking set to On Item s can be defined to Track Serial Numbers If you check off the field Track Serial Numbers whenever that item is sold a prompt for serial number and notes will be displayed at the point of sale The items sold and i
59. YPE T DEPT 8 SUBDEPT 9 CLASS LO QTY 19 UOM 12 COST 1 5 EXIGOST 14 PRICE 5 EXTPRICE 16 TAGALONGID 17 COMM RATE ADJ 18 COMMISSION Character or Strong Time field Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Character or string Character or string Character or string Date field Character or string Character or string Character or string Character or string Character or string Character Or string Floating point numeric Character or string bloating pornt numeric Floating point numeric Floating point numeric Floating point numeric Character Or string Floating point numeric Floating point numeric 41 25 1 5 159 1 5 15 ZS Users db Oy FI PE QN VENDORBALANCEDETAILS DB 1 Field Name FIRSTNAME MIDDLEINITIAL LASTNAME ADDRESSI ADDRESS2 EIE STATE ALE PHONE 1 PHONE2 EMAIL NOTES COMMISSION RATE SECURITY LEVEL PASSWORD Field Name VENDOR NAME STORE TRANSDATE STATION TRANSNUM USER DESCRIPTION DEBIT CREDIT VENDORBALANCES DB HO WN rS Field Name VENDOR NAME IOT PURCHASES FINANCE CHGS FREIGHT ADJUSTMENTS DOT BALANCE LAST TRAN DATE LAST TRAN TYPE LAST TRAN AMT Chara
60. al Inventory Link Picture Last Cost Time Sensitive Pricing T h h DESCRIPTION UOM Unis Master Units 8 PRICE1 PRICE2 4 e Invento ry I a serves the 5 6 00 00 RCPT 2901 44MM BOND 20011 10 00 100 00 2 purpose of defining item links The item used to fulfill orders when purchasing from vendors are defined in the general tab and they are considered the master unit Items listed in this tab are for the purpose for selling broken down cases If you buy a case of beer from your vendor the case is defined in the General tab The Six Pack and Single bottle are defined in this tab For example The General tab would contain ID Description UOM Cost Pricel Tagalong ID 718103005920 Budweiser 1602 Can Case 12 00 24 00 BD120 And the Inventory Link tab would contain the following 2 records Master ID Description UOM 01165 Units Cost Pricel Tagalong ID 718103005921 Budweiser 160z Can 6 Pack 6 24 3 00 5 50 030 718103005922 Budweiser 1607 Can 1 24 0 50 1 23 005 Units is number defining the total number of units in the breakdown 6 has a value of 6 and the single Ea has a value of 1 Master ZUnits is the total number of units in the case The Master record is the record defined in the General tab In this example that item is a Case of Budweiser 160z Cans This case has 24 single cans in it 39 The Ta
61. ash tender is the only tender that will not display what the computer reports as the total When all entries are complete select the Ok button The Z Report along with any other reports you configured to print will process at this point 36 The Back Office software The Back Office module allows the user to setup some of the point of sale features and functions and perform activities to manage the inventory and customer files To start the Back Office module select Start Programs Professional Consultants RSM Back Office E Back Office Retail Sales Manager File Lists Activities Reports Tools Help The File menu options were explained earlier for the purpose of setting up some features and functions for the Point Of Sale module All the other menu items will be described in this following section Lists Items All inventory items are entered into the Items list Select New to create a new record entry After all entries are complete click Save To cancel an entry click the Cancel menu item To delete an existing item click Delete Close will close the form and take you back to the main Back Office form ID is normally the UPC number of an item most products have the UPC number displayed on the barcode If you purchase a keyboard wedge barcode scanner this field can be entered by scanning the items barcode For items without barcodes make up your own number for the ID field ID s must be unique for every record Pres
62. ayment Systems DSI Client If you plan to use credit card authorization using the DCIClient you will need to install the DClClient Version 2 50 or higher software manually The setup file Setup exe is located on the Retail Sales Manager setup CD in the folder Mercury Payment Systems Use Windows Explorer to navigate to that folder and run the Setup exe file Follow the setup instructions to complete the install ji DSIClient Version 2 50 InstallShield Wizard Welcome to the InstallShield Wizard for DSIClient Version 2 50 The InstallShield R Wizard will allow you to modify repair or remove DSIClient Version 2 50 To continue click Next i Cancel 12 Back Office Station Configuration Start the Back Office Station Configuration program Start Programs Professional Consultants RSM Back Office Station Configuration 2 x 25 Navigate to the C RSM Local Database and double STATIONDB _ Arsmlecal database click on Station Db CurSale DB E c JOURNAL DB gt RSM Local Databas LAY and SQL Files x List files of type Drives Database files c PROCON Network Station ID and File Locations Tab 17 1 1 Define Unique Station Station ID and File Locations Receipt Printer Printer Pole Display Scanner Options Maintenance Restore Data Erase Data D u m be r 0 1 th ru 99
63. cter Character Character Character Character Character Character Character Character Character Character Character Character lext memo QI or Or OI Or Or OT Or Or string BEER String string string String string string string string SEring string Floating point numeric Floating point numeric Character or String Character or string Character or string Date field Character or string Floating point numeric Character or string Character or SsEring Floating point numeric Floating point numeric Character or string Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Date and time field Character or string Floating point numeric Lo 19 92 VENDORS DB No Field Name T VENDOR NAME 2 CONTACT 3 ADDRESSI 4 ADDRESS2 9 ADDRESS3 6 CITY d STATE 8 ZIP 9 PHONE 1 14 2 151 FAX 12 EMAIL 128 WWW ADDRESS 14 CUSTOMI 125 CUSTOMI DATE 16 CUSTOMI AMT 17 CUSTOM2 18 CUSTOM2 DATE 13 2 20 ENTRY DATE 25 LAST_MODIFIED 22 MEMO XReading AII DB CO ho S Field Name STORE STATION ORDER ACTIVITY DATE REGISTERED COUNTED UNITS USER PRENE Character or string Character or Character or string Character or string Character or string Character or string Character o
64. e serial port 1 Drivers Have Disk Located on the CD ROM drive usually drive D Select Browse choose the CD ROM drive Select Epson TM Series Drivers WIN2000 XP Add no cut and partial printers TM T88 Choose whether or not you are sharing Continue with the installation IC Verify Software Installation If you plan to use credit card authorization using IC Verify with this Point of Sale software be sure YOU install the IC Verify 3 1 or higher for Windows software Refer to it s installation guide for additional soie instruction When IC Verify is installed make a note Sa ICVERIFY Multi User Request File Processor Initialize Process Files C MCWin250 Browse En Seconds what the request and answer file path is Normally it seo is the CMCWin314 folder You will need to know this path for configuring the Point Of Sale machine later in this section Keep in mind the drive letter C may be different on the POS computer if you are Cancel Help setting up a mutiple workstation system This software is only installed the machine that will be obtaining the credit card authorizations Server IC Multi is the name the executable that waits for requests and replies answers on credit card authorizations Be sure this program is running before processing a credit card otherwise the system will output Time out error message Mercury P
65. endor Name 7 Description 8 Qty 9 Received LO Rate L Amount 12 Closed 13 STYLE 14 Poe T Price2 16 Prices 17 Price4 SalesBatch1 DB No Field Name 1 ID 2 DESCRIP LION 3 BATCH_ID 4 SALE_BEGINS 9 SALE ENDS 6 REG PRICE FLoating PORNIC Floating point Boolean field numeric numeric Character Or SEring Floating point Float ing Point bplostindg pornt numeric numeric rumeric Date and time field Character Character or string Character or string Character or string Character or string Boolean field Date and time field Date field Character or string Character or string Floating Point Date field numeric Character or string Character or string Floating point Floating point 08 POIN Floating point Boolean field numeric numeric numeric numeric Character or string Floating FLOGGINO bOLRE BPlosStrznug ponrnt numeric numeric numeric numeric Character or String Character or string Character or string Date and time field Date and time field FLO CLARA numeric 40 AT 85 86 7 SALE_PRICE 8 OTY 9 OQTY_TOT_PRICE SalesTax db No Field Name 1 ORDER 2 ID 3 RATE SerialNumbers DB No Field Name 1 ID 2 SERIAL NUMBER 3 DESCRIPTION 4 SELLING_PRICE 5 DATE 5010 6 CUST_ID d CUST NAME 8 NOTE
66. er Line Number PO Date Vendor Name ltem ID Vendor ID Description Qty Rate Character or string Floating point Date and time field Character or string Floating point numeric Floating point numeric Date and time field Character or string Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric 16 bit integer Character or string Boolean field Boolean field Boolean field Boolean field Character or string Floating point numeric Character or string l6 bit integer Character or string Character or string Floating point numeric Date field Character or String Character or string Character or string Character string Floating point numeric Floating point numeric 25 29 29 1 9 29 40 29 2 5 41 83 84 10 Amount Floating point numeric L Received Floating point numeric Closed Boolean field 13 Label Style Character or string 1 14 Received Date Date field ES Pricel Floating point numeric 16 Price2 Floating point numeric L7 Price3 Floating point numeric 18 Price4 Floating point numeric PURCHASEORDERS H DB NO Field Name Type Width 1 PO_Number Character or string 49 2 Date pare 3 Vendor Name Character or string A0 4 Ven Address1 Character or string 40 5 Ven Address2 Character or s
67. field Character or string 16 bit integer iS 123 15 LS UNS LS LS LS 152 Lo 1 5 LS LS Lo 15 L3 19 TENDERSRECEIVED DB No Field Name Type Width STORE Character or string 6 2 DATE Date field DESCRIPTION Character or string AT 4 DEPT Character or string 15 E AMOUNT Floating point numeric TimeClock DB No Field Name Type Width 1 ID Character or string 6 2 Date Date field 3 LOUP ONE Date and time field 4 OUT HO Date and time field 5 LN 0 Date and time field 6 OUT 02 Date and time field 7 TT 053 Date and time field 8 OUT 053 Date and time field 9 EN 04 Date and time field 10 OUT 04 Date and time field 11 INOS Date and time field 12 OUT 05 Date and time field LS HOURS Floating point numeric 14 Memo Character or string 40 TSPLABELS DB Field Name Type Width L FD Floating point numeric 2 MON LABEL Character or string 10 2 IUE LABEL Character or string 10 4 WED LABEL Character or string 10 5 THU LABEL Character or string 10 6 FRI LABEL Character or string 10 7 SAT LABEL Character or string 10 8 SUN LABEL Character or string 10 9 HOL LABEL Character or string 10 10 PRINT TIME Boolean field 11 PRINT DAY LABEL Boolean field 90 TSPRICING DB No Field Name 1 ID 2 TIME TUE 5 WED 6 THU 7 8 SAT 9 SUN 10 HOL UOM db No Field Name 1 ID UserCommissions DB No Field Name 1 STORE 2 USER 3 DATE 4 DESCRIPTION S ID 6 T
68. g before the report prints When all the fields in the cash declaration dialog are entered and the Ok button is selected all sales are final the electronic journal is cleared and the Z Report prints Scratch Pad 1 Pennylies n Nickle s n Dimes s 0 Quarter s 0 rol Pennies 0 rol Nickles 08 rol Dimes 0 rol Quarters 1 bills 5 viis 20 bill s 50 bill s 5100 oils Total In Drawer cratch Pad 1 Petty Cash Prior Bank 5 00 Closing Bank 75 00 Tots Drawer Cash Deposit fess Obra Far 75 00 Tenders Cash 1 otal Tenders Cancel Check oo isa 147 34 0 00 M C Wow Amex 540 60 po Gift Cet 00 o0 On Account po po Force pn 7 po foo foo Tender10 100 po Tender 11 po po Tender 12 po po 0 00 39 Count your drawer by entering the quantity amounts of all coins roll of coins dollar bills etc in the Scratch Pad 1 section The scratch pad will calculate the total cash in drawer Scratch Pad 2 can be used to total up all checks just enter amounts in this section and a total is calculated on the bottom Enter the amount of cash left in the drawer used for petty cash in the field Closing Bank Enter the cash deposit amount in the Cash field Do the same for all other tenders The C
69. galong 195 for each of the 3 records are different because the bottle deposit is different due to the amount of cans sold 5 centes per can in this example BD120 represents and item that charges 1 20 bottle deposit BD030 30 cents and 5 cents bottle deposit General Inventory Link Picture Last Cost Time Sensitive Pricing The Picture tab is used to define a JPEG or GIF picture file to the item If the item has a picture file it will be displayed at point of sale when this item is sold All item pictures must be located in the lt drive gt RSM Server DatabaseMtem Pictures folder Click browse to display the available picture files in that folder Use any digital camera capable of saving it s pictures as JPEG or GIF The Last Cost tab displays last cost data on purchases made from each vendor on this item This screen is useful if you purchase the same product from multiple vendors You could then monitor who is giving you that item for the best price Departments General Inventory Link Picture Last Cost Time Sensitive Pricing PO Number ERA410 500 8 23 2006 1 ERA410 500 8 23 20 3 ox Departments were discussed earlier in the setup section This list holds names defined for each department Department totals are reported using these names For each item in your item list you can define a department it s sale will report to 40 Customers
70. gt C RSM Local Database Browse Server application path type it or use Browse to locate and open the Functions Db file gt C ASM Server Database D ef n e t h e O C at S O r d at a aa pan or use Browse to locate and open the Items Db file gt fil es use th e rowse utton or ju st Credit Card Authorization Path IC Verifiy s Data Directory type it in Browse Receipt Printer Tab Use the drop down tab to select the receipt printer If your printer is a serial printer choose the proper settings for Port Baud Rate 9600 Parity None Data Bits 8 Stop Bits 1 and Flow Control None default settings are in parenthesis These settings can be ignored if you are using a parallel printer Command Codes The command codes can be entered in HEX or DEC format Use 3 digits to define a code The Display and Enter Codes in radio button will allow you to enter the codes in either format Default codes for the Epson TM T88ll No Cut are as follows in DEC format none PAPER CUT 027 105 29 VALIDATION none currently the validation feature is not available OPEN CASH DRAWER 027 112 000 064 240 CLOSE OUT none Additional Line Feeds Enter the number of line feeds desired at the end of printing a receipt Click the Test button to confirm it is operational Report Printer Tab Use the drop down window to select a report printer Click the Test button
71. ion enter the file name here All pictures must be stored in lt drive gt RSM Server DatabaseMtem Pictures where drive is the drive letter of the location of the server database files 18 Tenders Select File POS Setup Tenders Sample entry for CASH LM m I Ctrl F Sample entry for Check EZTEN MM M Sample entry for Visa using Mercury Payment Systems DCIClientX as the credit card processor oample entry for M C using ICVerify to process credit card authorizations d Point of Sale Available Tenders Ctrl F3 EI of Sale Available Tenders TENDERS Ctrl F4 20 Sample entry for Gift Point of Sale Available Tenders Certificates TENDERS Ctrl FE Sample entry for Gift Card using Retail Sales TENDERS Manager to process authorizations 1 Ctrl F9 21 Sample entry for On File Mew Edit Save Cancel Prev Wext Find Utilities Account House Charge using Retail Sales Manager to lm process authorizations FORCE AMOUNT ENTRY SALE CODE ALLOW OVER TENDERING CREDIT CODE NORMAL TENDER FORCE CODE EE GIFT CERTIFICATE VOID CODE Em HOUSE CHARGE CREDIT DID CODE CAPTURE CHECK DATA AUTH ONLY CODE e USES CC AUTHORIZATION ADDITIONAL RECEIPTS FORCE ADDRE
72. isplays two tables The one to the right is a list of all checks received The list to the left is the bad check file To move information from the right screen select the record using your mouse then click the Copy button To manually enter a bad check record click New Enter the information on the bad check Click save when finished The sales batch form allows the user to view items on sale and to place items on sale There are two ways to defining an item s sale price m QE ITEMS EH m EE 7 00 The first way is simple define the sale price on an item Make new entry by clicking New and in the following fields ID required The item id number Description optional The item s description Batch ID required A batch id this is for your own organizational use batch id s are used for sorting or for making global changes within the sales batch list Sale Begins required The date the item goes on sale Sale Ends required The last day the item is on sale Regular Price optional The regular price of the sale item Sale Price required The sale price of this item Qty leave blank Do not enter an amount this field is not used for this type of sale definition 56 Price leave blank Do not enter an amount this field is not used for this type of sale definition When finished click Save The second way of defining a sale item is by q
73. l message typed on the bottom portion of this form Click print to print your purchase order Click Done when finished If you need to make changes or delete the entire order you will need to go to List Purchase Orders Inventory 00000 Remove User USER 1 Receive Boxes Log D 07 28 06 03 06 12276e910352494497 07 28 06 03 04 120666100345320020 07 28 06 03 02 P 1202 0090312867247 07 28 06 03 01 124390040371274150 07 27 06 02 25 126233000350615258 07 27 06 02 23 9612019003406470749291 07 27 06 02 22 1 0293 0343769974 07 27 06 02 19 120619420310064357 07 27 06 02 14 124390040350836842 07 27 06 02 13 124458480346198526 07 26 06 03 31 96120190928691 70745293 07 26 06 03 21 121538330343786353 07 25 06 12 00 9611019055409302937432 07 25 06 12 00 9511019055409302934257 07 25 06 12 00 9511019055409302933554 07 25 06 12 00 9611019055409302931805 07 25 06 12 00 9611019055409302930921 07 25 06 12 00 9611019055409302930914 Receive Date Closed Date Closed x DEPT 66 DEPT 33 DEPT 22 DEPT 44 DEPT 56 DEPT 66 DEPT 33 DEPT 22 DEPT 44 DEPT 44 DEPT 33 13 DEPT 88 DEPT 22 DEPT 22 DEPT 22 DEPT 22 DEPT 22 DEPT 22 z 07 28 06 07 28 06 07 28 06 07 28 06 07 27 06 07 27 06 07 27 06 07 27 06 07 27 06 07 27 06 07 26 06 07 2
74. ls can be compiled also This list of sub departments are displayed in the sub department drop down list when editing items in your Item List 47 Classes LE a Just like your departments and sub departments this is another list to be Pre used to drop down in the Item List to define the item s class Sales totals can be summarized by Class we Unit Of Measure UOM list makes a Unit Of Measure drop down list available to the item when editing UOM s are for your information tracking what UOM the item is sold at or in Customer Types 795 There are 2 Customer Types available in this list Always use the eem NORMAL customer type when entering a new customer in the Customer table There is one SYSTEM type customer That record is used by the system as a default customer record 48 Holds File Mew Edit Save Cancel Prev Next Find Utilities Items Sold agrego Save Cancel Prev Next Find Utilities E Items Sold 12 30 99 01 13 06 No Sale NOSALE 01 25 06 DEPOSIT OPENDEPT DEPOSIT DEPOSIT 01 25 06 ECR OPENDEPT ECR ECR 01 25 06 MISC OPENDEPT MISC MISC 01 25 06 No Sale NOSALE 01 25 06 PAPER OPENDEPT PAPER PAPER 01 25 06 Paid Out PAIDOUT Cash 01 28 06 50 00 Off SHARP ERA410 ITEMDISCOUNT ECR 01 28 06 DEPOSIT OPENDEPT DEPOSIT DEPOSIT 01 28 06 OPENDEPT INK INK 01 28 06 5 OPENDEPT MISC MISC 01 28 06 No Sale NOSALE 01 28 06 PAPER OPENDEPT PAPER PA
75. m the drop down list Enter the amount of the payment Using the drop down list select the payment type If the payment is by check enter the check number There is an optional memo you can type on the lower left section of the from When all entries are made click the Ok button Use the Next button to save your entry and go on to creating another payment record 50 Enter Statement Debit Credit STETIT mx Customer balances can be adjusted using pu this form Click New Entry Enter the date of acHENBAUM JOSEPH ACHGMS the transaction Type the adjustment EEE El description Enter the Debit or Credit amount 19000 o Note A debit entry will raise the customer balance and a Credit entry will decrease the balance Click save when finished The system will automatically recalculate the balance if it dosen t use the Recalculate menu option Total Charges 54 75 Total Finance Charges Total Payments 154 75 Total Adjustments 100 00 Balance 00 Assess Finance Charges Enter the finance charge rate For example enter 0 05 to Finance Charge 0 05 represent 5 The 5 will be calculated on the balance 02009 charge o Ok as of the date entered in the field Apply Finance charge des on balance as The date field Finance charge posts fee aa represents the finance charge transaction date Finally click the Ok button to assess the finance charges Create State
76. ments gt The Create Staments dialog creates data in a new table a ee 57 used to print statements All charges made up until the Closing date will be included on the statement The Show Details date defines the date to begin displaying details on the statement A summary Previous Balance if it exists will be displayed for all transaction before the Show Details date After creating statements go to Reports A R Reports Print Statements to print customer statements Create Purchase Orders Create a purchase order for your vendors Select the vendor from the drop down list Enter the date Type in your purchase order number Fill in the fields Need By Terms and ship Via Use the drop down list to select the item then click add Add al items you are ordering To remove an item select it from the list and click the Remove button When all items you need to order are listed on the form change each items Qty to represent how many of each you 51 loxi PURCHASE ORDER VENDOR ADVANCED COMPUTER 2 1 10 2007 18422676 Preferred vendor items only Items form ACPI P SHIP CCR BUISINESS SYSTEMS 685 HONEYSPOT ROAD STRATFORD CT 06615 203 377 4747 Print Done Cancel 2502 2PLY CB C 100 1008 Add Auto Fill Remove Vendor ID Item ID Description Rate Amount Piicei Message ordering An optiona
77. mt2 Email l SEMEL C Date2 ENSE NEN Purchase Life Activity Dus 12 29 2003 Sales 1 706 92 Charges 170692 Trans Type Purchase Finance Chgs 00 Payments 353 78 1 353 14 Amount 7 40 Adjustments 00 vendor in this field The General Tab is used for entering a vendors basic information Each tem will have a field for Preferred Vendor In the Item General Tab use a Vendor from this list to assign him to be that item s preferred vendor As a default when making automated PO s the preferred vendor will be used Custi and Cust2 Custom and Custom2 are custom fields of type alphanumeric Feel free to enter any type of alphanumeric data about the C Date1 and C Date2 Custom Dates are custom date fields C Amt1 and C Amt2 Custom Amounts are custom numeric fields General Memo Items Received Account Activity Last Cost This is a memo field for text regarding the vendor Memo Tab Memos can contain a very lage amount of text regarding this vendor Enter information on this tab pertaining to you vendor Items Received Tab a Memo Items Received Account Activity Last Cost Dte Received Receive Nem ID ete Receive Le Amount PO Number Number The Items Received tab will display all 015586587302 TAG SILVER E 2370 5102 017754155986 5 30 FOILGLUE 4 45 60 5102 Items purchased from this
78. n this page Click the Test button if your keyboard wedge scanner is installed and you wish to test it 13 Options Tab The Back Office does not utilize any of the options on this tab Ignore all options on this tab Maintenance Tab The Back Office does not use this Maintenance program A more comprehensive packing and re indexing utility is within the main Back Office program Ignore this tab After all entries are complete click File Save then File Exit 14 The Back Office Setup Start the Back Office program Start Programs Professional Consultants RSM Back Office or you can simply click on the desktop shortcut you previously created Company Information Select File Company Information Select Edit and fill in all fields that apply to your File Hew Pr Find Utilities business When finished click Save ID oi Le Note Use two digit unique Store example 01 ADDRESS 1 685 Honeyspot Road ADDRESS2 ADDRESS3 E CITY STATE ZIP CT 06615 PHONE1 203 377 4747 0 2 EMAIL slesGocibizsysemscom Www ADDRESS http ccrbizsystems car Users and Passwords Select File Users and Passwords Do not delete the admin user record Add new ERR user records one for ever POS user click New from the menu ID s must be unique for each user the POS is configured to force the User to enter their ID on every transaction
79. n additional pop up menu to appear Select the action to perform on the control or label When all formatting is complete save your form by selecting Special Layout Save The name of the file that is created is named RSM LAY located in the C RSM Local Database folder Copy this file to another POS station to save time from formatting all POS station forms Be sure to place this file in the same folder as the original Additional reports to print after the Z Report is printed Z Report include department report Z Report include sub department report Z Report include class report Z Report include tender report Z Report include items sold report Z Report include custom report1 Z Report include custom report2 Z Report include custom report3 Allow editing to sold items list This feature will allow the user to make changes to items sold listed on the POS form such as QTY Price Description etc Allow discount on sale item Discounts on sale items will be allowed if this option is checked Maintenance Tab Use this maintenance screen when you suspect the POS files are corrupt or their indexes are out of date Click the Check button then the Rebuild Selected Tables button Sales Receipt Header and Footer Text Filter Sections System fields Table fields Zoom Help Field editor 685 HONEYSPOT STRATFORD CT 06615 203 377 4
80. n properly to the envelope 5 windows A P Reports Accounts Payables reports Vendor Balance Summary 1 8 2004 Vendor Balance Report Summary Page Name Phone Numbers Balance CCR Business Systems 203 37 f 4 747 1 353 14 60 Vendor Balance Detail 17872004 Vendor Balance Report Detail Page 1 A TERRE eS CCR Business Systems 203 377 4747 11 25 2003 Purchase 5102 Date 11 25 2003 81 30 00 11 25 2003 Purchase 5103 PO Date 11 25 2003 40 44 00 11 25 2003 Purchase PO 5103 PO Date 11 25 2003 51 24 00 11 25 2003 Purchase 5104 PO Date 11 25 2003 31 00 00 11 25 2003 BO Purchase 5104 Date 11 25 2003 26 00 00 11 25 2003 Purchase PO 5104 Date 11 25 2003 26 00 00 11 25 2003 Purchase PO 5105 PO Date 11 25 2003 42 70 00 11 25 2003 Purchase 5105 PO Date 11 25 2003 35 70 11 25 2003 Purchase PO 5106 Date 11 25 2003 12 00 00 11 25 2003 Payment Check PC 5102 00 81 30 11 25 2003 Payment Check PC 5103 00 91 68 11 25 2003 Payment Check PC 5104 00 83 00 11 25 2003 Payment Check PC 5105 00 78 40 11 25 2003 Payment Check PC 5106 00 12 00 12 28 2003 Purchase PO none 2 35 25 1 353 14 00 12 29 2003 Purchase POR 5106 Date 12 29 2003 7 40 00 12 28 2000 Payment Check PC 5108 00 7 40 1 708 92 353 78 1 353 14
81. ng Character or string Character or string Character or string Character or string Floating point numeric Character or string Floating point numeric Floating point numeric Floating point numeric FLoating Point numeric Character or string Character or string Character or string Date field Boolean field Floating point numeric Boolean field Floating point numeric Boolean field Floating point numeric 25 29 41 1 5 1 9 15 19 25 40 25 77 78 29 4 30 SL TAGALONGID 22 MASTERID 22 BREAK UNIT 34 MAST_UNIT 30 COMM RATE ADJ 236 COMMISSION E SERIAL NOTE 38 AUTH CARD NUMBER 39 AUTH CARD EXPIRES 40 AUTH NAME ON CARD 41 AUTH APPROVAL CODE 42 AUTH ENCRYPTED CARD NO 43 REFERENCE 44 CRIT_CUST_ID 45 CRIT Cust NAME ILinks DB No Field Name 18 ID 2 MASTERID 3 BREAK UNIT 4 5 UNIT 2 VENDOR_ID 6 DESCRIPTION 8 DEPT 9 SUBDEPT 120 CLASS LL UOM 12 COST 1 5 PRICEL 14 PRICE2 125 PRICE3 16 PRICE 4 Ey TAX1 18 TAX2 19 TAX3 20 Z4 TAGALONGID 22 COMM RATE ADJ 23 PICTURE_FILE 24 TRACK_SERIAL_NO O 25 PREFERRED VENDOR 26 REORDER POINT 24 AB Ea STYLE Boolean field Floating point numeric Character or string Character or SEring Floating point numeric Floating point numeric Floating point numeric Floating point numeric Character or String Character or string Character or string Character or string Character or string Character
82. ntil the Return multiple feature is disabled To disable it press the return key one more time Receipt On Off function Turns receipt printing ON or OFF If this receipt printer is turned off the label Receipt OFF will display on the upper right of the command line 30 Clock In Out function After entering a user number and password press the Clock In Clock Out as needed to record your entry If a user is already Clocked in then they will only be allowed to Clock Out The entry will record the date and time of the entry These entries can be located in the Back Office application in the Users and Passwords section CLOCK Cancel Duplicate Receipt function Press the Duplicate Receipt key to reprint the last printed receipt you need a prior receipt reprinted first type the transaction number in the command line then press the duplicate receipt button No Sale Paid Out function This funtion will open the cash drawer If you opt to take out cash to pay a vendor or whatever reason enter the amount taken out then press enter 100 1 00 otherwise just press the enter key without first entering an amount Tax Exempt function The entire sale will be tax exempt The Tax Exempt label appears on the lower right corner of the command line Press the Tax Exempt key a second time to remove the Tax Exempt feature Hold Recall function Press Hold Recall to place the current ticket on hold You
83. on the order reference purchase order information and reprint the order Note If the order is fully or partially filled modifications will not be allowed To change the quantity ordered amount for an item simply change the QTY quantity field of that item To add another item to the order select the item from the drop down list and then click the Add button Be sure to edit the quantity ordered field for that item To delete an item listed in the purchase order use your mouse to select the row the item resides on and then click the Delete button Be sure to click Save after changes are made Received Items Received Items Edit Mew Refresh Delete Prev Next View SortBy Find Utilities Help Rec Date PO Numb ltem D Description ty Received Amount PO Date 03 29 03 Zits 100 BOOK COLON BOOK 00 3 00 2 75 9 25 SAI Intern 03 29 03 2 07 0027917001784 CHILD ACTALIN k 00 1 00 8 24 8 24 SAI Intern 03 29 03 2 14 THERMOGENICS 1 PKTS 00 4 00 35 1 40 PC FARM 03 31 03 10 4 0154 NATROL ESTER C LIQUID 802 00 3 00 7 48 22 44 PC FARM 03 31 03 10 4 070330506060 BIC QUICK DRY WHITE OUT 00 4 00 25 1 00 PC FARM 03 31 03 10 5 8607 NATROL ESTER C 500MG 120 00 4 00 10 00 40 00 PC FARM 03 31 03 10 5 0154 NATROL ESTER LIQUID 802 00 4 00 8 00 32 00 Unidentifie 03 31 03 11 0 070330506060 BIC QUICK DRY
84. ost field can not be edited when entering the adjusted value new average cost will be calculated The average cost is calculated in the following manner Avg Cost Adj Value Cur Qty x Vendor Business Systems EE 1 353 14 Purchase Order Number Amount 13314288 5104 Y mount 4353 14 ES Pymt Method Check Ok Check Payment 1054 appropriate purchase order number Enter Vendor Debit Credit Your vendor balance can be adjusted using this form Click New Entry enter the date the description of the adjustment debit or credit amount and finally click Save The system will automatically recalculate the balance after the Save option is clicked If for some reason it does not recalculate manually click the Recalculate menu option Debit entries will increase your balance and credit entries will decrease your balance Barcode Labels Que Items ADHESIVE TAG SILVER Add Item Barcode Style i Print Choose the vendor from the drop down list Enter the amount of the payment Choose the payment type from the drop down list If there is a check number enter it If there is an associated purchase order for this payment drop down the list and choose the EX Vendor Debit Credit Transactions 4 18 Entry Save Cancel Close Recalculate Customer E Business Systems m 5105 Date 11 25 2003 42 00
85. r String Character or string Character or string Character or string Character or string Character or String Character or string Character or String Date field Floating point numeric Character Or String Date field Floating point numeric Date and time field Date and time field Text memo Character or string Character Or SEring Eloatrindg poznt numeric Date and time field Character or string Floating point numeric Floating point numeric Floating point numeric Character or string Boolean field 40 10 40 93 ZReading DB Field Name Type Width 1 STORE Character or string 6 2 STATION Character or string 5 3 ORDER Floating point numeric 4 ACTIVITY DATE Date and time field 5 TYPE Character or string 40 6 REGISTERED Floating point numeric 7 COUNTED Floating point numeric 8 UNTIG Floating point numeric 9 USER Character or string 6 120 PRINT Boolean field 94
86. ric Character or string Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Floating point numeric Ploating pornt numeric Floating point numeric Floating point numeric 082 1110 00 11 020 ie Date and time field Character or string Floating point numeric Floating point numeric 15 ChecksTendered DB 13 Character or string Character or string Date and time field Character or string Character or string Character or string Floating point numeric Character or string Character or string Date field Character or string Character or String Character or string Character or string Character or string Character or string Floating point numeric Floating point numeric Character SCring No Field Name 1 STORE 2 3 DATE TRNDERED 4 ROUTING NUMBER 5 ACCOUNT NUMBER 6 CHECK NUMBER 7 CHECK AMOUNT 8 ID 9 ID_STATE 10 DOB 11 USER_ID 12 USER NAME 13 CUST_ID 14 CUST NAME Classes DB No Field Name B Counter DB No Field Name 1 ID 2 AMOUNT Criteria1 DB No Field Name 1 ID 2 DESCRIPTION Criteria2 DB No Field Name 1 ID 2 DESCRIPTION Floating point Numeric Character or String 74 Criteria3 DB No Field Name 1 ID 2 DESCRIPTION Criteria4 DB No Field Name 1 ID 2 DESCRIPTION Criteria5 DB No Field Name 1 ID 2 DESCRIPTION Criteria6 DB No Field Name 1 ID 2 D
87. rt Page 1 of 1 Sub Department report Similar to the department report except it reports sub department Class report Similar to the department report except it reports on class Items Sold report 210 x 846 cel ITEMS SOLD REPORT 11 17 2003 10 46 24 01 01 ITEM DESCRIPTION AMOUNT COUNT 10 Off CANDY 30 ne CANDY 2 99 NON TXBL SALES 1 59 TXBL ALES 10 99 1 1 1 4 15 27 End of report Page 1 of 1 Custom HReport1 Currently undefined Create your own report to print at POS Custom Report2 Currently undefined Create your own report to print at POS 34 Custom Report3 Currently undefined Create your own report to print at POS X Report Print Preview x BE n gt 88 01 01 pu X REPORT 104 12 12 2003 8 59 40 PRIOR BANK 50 00 CLOSING BANK Cash 14 81 5 25 1 OVER YSHORT ON ACCT PAID OUT 1 00 1 TX1 Sales normal 13 68 TX1 Sales retum 50 TXBL SALES 13 18 normal 82 TX1 retum 03 TAX COLLECTED 79 NT SALES normal 1 59 NT SALES 1 59 GIFT CERT SALES GIFT CERT TOTAL ALES 14 77 Item Dis counts 30 1 Sub Tot Discounts DISCOUNTS 30 1 RETURN 5 90 53 2 VOIDS 90 00 1 CANCELLED SALES 256 62 6 Page 1 of 1 A Z Report End Of Day or Shift The Z Report is identical to the X Report except for a cash declaration dialog appearin
88. rte 55 A TE 58 A R Reports Accounts Receivables 58 Customer Balances 4 saute 58 Customer Balances x3 ood esa nn di An ets 58 Statement cs m 59 A P Reports Accounts Payables 59 Vendor Balance 59 Vendor Balance PR cem 60 SAIS FRO ONES oci eec oot tocca tnb t dos ere ue le 60 By Sorted and grouped by item description ss 60 By Department Sorted and grouped by 60 By Sub Department Sorted by Sub Department item 60 By Class SOned 61 CUSIOMEr SUIMMANY maan 52255222 edid 61 814 61 BV See SUMMAN ERR 61 BAUER ICI PR
89. rtments amp Tenders form in the field name SHORTCUT For example the Quantity key should be programmed to simulate a CTRL D key press oe AAA A R A A A A A A A ROG 015 iC HOUSE CHECK CASH CHARGE VISA AHBKSp Ciro Cres Cir Ins Soo Home Lock p NO REM PD OUT GhifsChie Shift Chr F8 12 F7 VOID VOID VOID Delete Item Sale Last Del PgDn End 28 The Point Of Sale software RSM exe Features Functions which are available while running the point of sale software are described in this next section Linking A Customer to the sale feature Type the customers ID on the command line then press the enter key This can also be accomplished by simply scanning a barcode which contains the customer s ID If Non a picture file is defined in the customer s record that 22 picture will be displayed when a customer is linked to a sale ARSM Server Database Customer Pictures al Sale Adding items to the sale feature Type the item ID then press enter or scan the item s barcode quantity of 1 is the default If selling more than quantity of 1 use the quantity function before Adding the item to the sale Quantity function
90. s the tab key to advance to the next field There are five item types COUPON INVENTORY INVENTORYLINK NON INVENTORY SERVICE The coupon type is not to be used this type is for future use only INVENTORY type are the most common types All items you want to track inventory on should be defined as this type INVENTORYLINK is never used in this table it is defined as the type when an inventory item has an inventory link These inventory links are used for those items which are purchased by the case and sold by the case six pack or single This is most commonly seen in liquor stores The INVENTORYLINK type would be defined in the record in the Inventory Link tab 37 described later in this section The system will not track inventory for NONINVENTORY and SERVICE item types The field is used for the purchase order form Place the ID your vendor uses to identify this item you do not have vendor id s you must enter a unique ID here it would be ok to use the same number as in the field ID Departments Sub Departments and Classes were previously defined during the setup and Installation phase Drop down the list and select the group it belongs to for each one of these categories It is ok to leave these fields blank These categories are used to compile sales data totals using these groups UOM Unit Of Measure have also been pre defined in the earlier section the most common UOM is EA each All INVENTORY type i
91. tems should have a Cost defined Cost is the cost to you when you purchase this item from your vendor Tagalong IDs are existing item IDs If a Tagalong ID is defined in this item record it will automatically appear on the sale when this item is rung up at the cash register The most common use of this field is for bottle deposits example you have NON INVENTORY item defined as Description Price BOTTLE DEPOSIT 0 05 an INVENTORY item as Description Price1 TAGALONG ID ee 160z Coke 0 90 0005 When ever the Coke is sold the 5 cents Bottle deposit 0005 will follow You can use an extended format for Tagalong 108 For instance to sell 2 or more of a tag along item enter the TAGALONGID along with the symbol and the quantity amount Also additional tagalong Items can be combined in the TAGALONG ID field as long as they are separating by commas Some examples of extended formats are as follows BD005 Q6 BD005 6 0703305066060 is the same as BD005 6 0703305066060 1 BD005 0703305066060 22 67676850501 1 Commission Rate is used to calculate the commission a user will make if they sell this item Earlier in this section Users were assigned a commission rate adjustment The Commission Rate Adjustment rate adjusts the commission for this item The calculation is as follows Commission Price1 X Commission X Commission Rate Adjustment The commission rate can be entered in the range 0 00 to 0 99 For example 10
92. the appropriate setup files Stand Alone Installation setup files should be checked This is the default installation type Multiple Workstation Installation Server The server computer requires the following setup file installed lt drive gt RSM Server Database Setup INF Back Office The Back Office computer requires the following setup files installed lt drive gt Database Engine Setup INF lt drive gt Table Viewer Setup INF lt drive gt SQL Editor Setup INF lt drive gt QEP Reports Setup INF lt drive gt RSM Back Office Setup INF lt drive gt RSM Local Database Setup INF Point Of Sale The POS computer requires the following setup files installed lt drive gt Database Engine Setup INF lt drive gt Table Viewer Setup INF lt drive gt SQL Editor Setup INF lt drive gt QEP Reports Setup INF lt drive gt RSM Point Of Sale Setup INF lt drive gt RSM Local Database Setup INF Click the Install button Read the license agreement and either Accept or Decline the agreement Please note if you do not accept the agreement the setup program will end When the installation completes a message will appear to notify you of completion and that you must restart your computer click and then click Exit If you receive any messages regarding inability to copy file click OK to continue These files already exist on the machine and are being used so they are unable to COpy Restart your computer
93. to confirm it is operational Pole Display Tab Choose the proper settings for Port Baud Rate 9600 Parity None Data Bits 8 otop Bits 1 and Flow Control None default settings using the Logic Controls pole display are in parenthesis Be sure the Windows device settings are the same in Device Manager Command Codes The command codes can be entered in HEX or DEC format Use 3 digits to define a code The Display and Enter Codes in radio button will allow you to enter the codes in either format Default codes for the Logic Controls pole display are as follows in DEC format 031 CLEAR 031 LF CR 010 013 Click the Test button to confirm it is operational Scanner Tab Choose the proper settings for Port Baud Rate Parity Data Bits Stop Bits and Flow Control Click the Test button to confirm it is operational Options Tab Enable the feature by placing a checkmark in font of the option Prompt for user id all transactions For every sale a user id is required to begin the transaction Sales data is captured by user id if this option is set This option needs to be checked if you are using the commission feature Allow POS Form controls and labels to be formatted 26 The POS form is customizable When the form is open and this option is checked press the Shift Insert keys at the same time A menu will be displayed Use the mouse and point to a control or a label Press the right mouse button for a
94. tring A0 6 Ven_Address3 Character or string 40 d Ven Address4 Character or string 40 8 Ven_Phone Character or string 20 9 Ship Name Character or string 40 10 Ship_Addressl Character or string 40 Ship_Address2 Character or string 40 12 Ship_Address3 Character or string 40 r3 Ship_Address4 Character or string 40 14 Ship_Phone Character or string 25 1 9 Need Equipment By Character or string 40 16 Terms Character or string 40 17 Character string 40 18 Status Character or string 40 129 Lota Floating point numeric 20 Paid Floating point numeric 21 Balance Due Floating point numeric 22 Due Date Date field 25 Message Character or string 80 24 Memo Character or string 80 25 Closed Boolean field 26 Received Date Date field Receive Journal DB Field Name Type Width 1 Received Date Date field 2 Number Character or string 29 3 Item ID Character or string 29 4 Line Number Floating point numeric 5 PO Date Date field 6 Vendor Name Character or string A0 T Description Character or string 41 8 Qty Floating point Numeric 9 Received Floating point numeric 10 Rate d Amount 12 Closed 13 14 Pricel 15 16 Price3 17 Price4 RECEIVED BOXLOG DB No Field Name 1 RECEIVE DATE 2 ID 3 RECEIVED_BY 4 VENDOR 5 6 NOTE T CLOSED 8 DATE CLOSED RECEIVED 5 No Field Name 1 Received Date 2 PO Number 3 Item ID 4 Line Number 5 PO Date 6 V
95. ts serial information is listed here X Readings GERIT File New Edit Save Cancel Prev Next Find Utilities Sera Date Solid ItemID__ Description Seling Price 01 27 06 06 23 p ERA410 5506120 R1 90000993 1999000988 01 28 06 12 05 a ERA410 01 27 06 07 52 p ERA410 01 27 06 08 15 p ERA410 x SHARP 410 SHARP ERA410 SHARP 410 SHARP ERA410 750 00 2033684444 750 00 2033684444 750 00 2033684444 750 00 2033684444 STEVE HERMAN STEVE HERMAN STEVE HERMAN STEVE HERMAN 45 x X Readings Edit Refresh Delete Prev Next View SortBy Find Utilities Help Registered Counted Units User This screen compiles readings from all point of sales stations It is useful only when running more than one sales station This screen must be RESET clear totals at the beginning of the day otherwise it will continue to accumulate sales totals from prior is usfull for monitoring combined sales data readings from all POS workstations D 01 50 2 38 01 PM SALES 217 00 01 51 1 1 2004 8 10 32 01 01 52 1 1 2004 8 10 32 Discounts 01 01 53 1 1 2004810 32PM Sub Tot Discounts 01 01 54 1 1 2004810 32PM DISCOUNTS 01 01 55 1 1 2004 8 10 32 PM 01 01 56 1 1 20049 2830 RETURNS 8 65 2 01 01 57 1 1 2004 8 10 32 PM 01 01 58 1 2 2004 11 31 21 AM VOIDS 223 00 19 01 01 59 1 1 2004 8 10 32 days It 01 01 50 1122004
96. uantity The most common type of quantity discount is of the type Buy Two Get One Free Make a new entry by clicking New and in the following fields ID required The item id number Description optional The item s description Batch ID required A batch id this is for your own organizational use batch id s are used for sorting or for making global changes within the sales batch list Sale Begins required The date the item goes on sale Sale Ends required The last day the item is on sale Regular Price optional The regular price of the sale item oale Price leave blank Do not enter an amount this field is not used for this type of sale definition Qty required Minimum quantity required to purchase in order to get the Qty Tot Price Qty Tot Price required Total price of minimum quantity purchase for this item When finished click Save The following is an example how the quantity discount price is calculated at point of sale Normal price of White Out is 1 00 the quantity discount sale is defined to be Buy 2 Get One Free The new record in the sales batch will be defined as follows ID Description Batch ID Sale Begins Sale Ends Reg Price Sale Price Qty Qty Tot Price 070330506060 White Out BUY2 01 01 2004 01 31 2004 1 00 3 2 00 The following table shows what the item total price will be when purchasing in different quantities Qty Purchased Total Price 1 00
97. uing The drivers are located on the installation CD in the folder Epson TM Series for Win9x Use the following driver Epson 88 No Cut These drivers are for Win9x Win2000 and WinXP Refer to your Windows manuals for instructions on installing printer drivers If your point of sale or back office computer uses a barcode printer Barcode Blaster or Blaster Advantage install the Generic Text Only printer driver and name the printer Barcode Printer Refer to your Windows manuals for instructions on installing printer drivers Start the POS Station Configuration program Start Programs Professional Consultants RSM POS Station Configuration CEE to the C RSM Local Database and double File name Folders STATION DB local database click on Station Db CurSale DB E c _ JOLIRNAL DB gt ASM Local Databas LAY and SQL Files zi List files of type Drives Database files PROCON Network Station Configuration inl x Station 10 and File Locations Tab Define a Unique Station ID number Station ID 101 0 1 h ru 9 9 S r S Local application path type it in or use Browse to locate and open the Station Db file gt C RSM Local Database Browse n Q fo r eve ry CO m te r Local data path type it in or use Browse to locate and open the Journal Db file
98. up Close the form when finished 16 POS Setup Functions Select File POS Setup Functions x All functions have a default Security level of 0 File Mew Edit Save Cancel Prev Next Find Utilities oe Click Edit to make changes to these levels Do not us zm change the name of the function ID column Temm E Shortcuts also have their default values do not 002 change these values unless you absolutely need 12125 vm to Keep in mind there are two other setup screens with shortcut values Be sure that these Git values are unique Duplicate assignments will give unpredictable results These shortcut values key strokes are used to invoke the function Programmable keyboards can be assigned these type of key strokes so that one key can be designated to perform one of these functions 0 4 023 CO 355 Return Ctrl L Receipt On Off Ctrl M Duplicate Receipt No Sale Paid Out Ctrl 0 Tax Exempt Sale Ctrl P Hold Recall Ctrl Q User Ctri R On Acct Pymt Ctrl S Gift Card Ctrl T Shift Ctrl F 7 amp Held Orders Shift Ctrl F8 New Shift Ctrl F9 coco oc 0 00 0 0 Open Departments am le New Edit Save Cancel Prev Next Find Utilities xi Select File POS Setup Open Departments 2 2 2 Open Departments have default security level of 0
99. vendor 717656344333 ACRYLIC PAINT SET 12001 1 12 00 5102 015586587302 ADHESIVE TAG SILVER 28 44 5103 717656344333 ACRYLIC SET 12COL 1 12 00 5103 017754155986 ALEENE S 30 FOIL GLUE 41 19 00 5104 017754155386 ALEENE S 30 FOIL GLUE 41 19 00 5104 717656268288 PURPOSE GLUE 80 7 00 5104 717656344333 ACRYLIC PAINT SET 12COL 1 i 12 00 5104 015586587302 ADHESIVE TAG SILVER i 23 70 5105 11 25 2003 015586587302 ADHESIVE TAG SILVER 23 70 5105 43 General Memo Items Received Account Activity Last Cost nt Activity USER DESCRIPTION Dem D BO Purchase 5102 PO Date 11 25 2003 unt Activity tab disp ays Purchase 5103 PO Date 11 25 2003 a Purchase 5103 Date 11 25 2003 account activity transactions Purchase 5104 PO Date 11 25 2003 Purchase 5104 PO Date 11 25 2003 Transactions include purchases Purchase 5104 Date 11 25 2003 Purchase POH 5105 Date 11 25 2003 made using credit Payments made the vendor and any adjustments eee made by the vendor or yourself The sum of all debits minus the sum of all credits define your vendor balance due General Memo Items Received Account Activity Last Cost st C O st Number gt 717656344333 ACRYLIC PAINT SET 122
100. will be prompted to enter a unique reference number or name for this held transaction then press the enter key To recall a held order press the Hold Recall key when no items are listed in the sales screen You will be prompted to enter a reference number type it in and press enter The items from the held order will be inserted into the current sale User function This key is used to switch between users It will prompt you to enter the User ID type it and then press the enter key A prompt for a password will follow On Account Payment function Type the amount of the payment to be applied to a customer s balance in the command line then press the On Account Payment key Tender function Accepting payment finalizes the sale and a sales receipt prints To have the system calculate change type the amount tendered in the command line and then press the 31 tender key If the tender key is pressed without an amount being entered the system assumes the exact amount is received There are settings such as allow over tendering and force amount entry which will alter the way you can receive tenders review the POS Setup Tenders section for more information Journal function Pressing the journal key will open a new window displaying an electronic journal All transactions created on the current POS station will be displayed Held Orders function Displays a form including all transactions on hold A Recall button is available if

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