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Bizaar User Manual

1. Bizaar cy HFS YL mar ket System Transfer Powered by TMS Support Solutions Ltd Figure 10 Bizaar main screen Error Screen 22 The Error screen refer to Figure 11 will appear The User can select either Page 139 of 260 Bizaar cf know your market BIZAAR USER MANUAL button to view details of the failure button to quit the application and restart the Bizaar PDA application 23 If the Error continues to occur contact the Bizaar team to obtain a solution to the problem a 15 27 An unexpected error has occurred in Bizaar exe Select Quit and then restart this The method or operation is not implemented Figure 11 Error screen Keyboard Entry Screen 24 The Keyboard Entry screen refer to Figure 12 allows the user to input numbers and letters into text and value boxes throughout the Bizaar PDA application and consists of the following a A window in which the text number selected is shown Page 140 of 260 Bizaar Orr know your market BIZAAR USER MANUAL A number view and letter view button that shows either a numerical or letter keypad The letter keypad includes a comma and full stop character and a space bar Letters are entered as per a mobile phone text i e multiple clicks on a character to input the desired character The Keyboard Entry screen will initially appear in the most appropriate mode A Back button that clears one character at a tim
2. BIZAAR USER MANUAL 17 In the event that a connection is not established when the Bizaar PDA application attempts to print information an error message refer to Figure 8 will appear on the screen Application Error The printer connection could not be established Ensure the printer is paired and switched on Figure 8 Printer connection warning message 18 Selecting J Figure 9 will appear in its place Selecting NO will close the screen and return the user will clear the error message and a question message refer to to the appropriate screen Selecting YES will attempt to print the information again Before selecting YES PDA to Bluetooth printer connectivity should be established refer The print failed would you like to Paragraph 19 to retry Gf Ves no Figure 9 Print retry question message Troubleshooting Bluetooth Printer Non Connection 19 If the printer error message appears while attempting to print information proceed as follows a Ensure the printer is charged and has power applied green LED lit between power on and paper feed button If required charge the printer and apply power refer to Chapter 5 b Click on the Windows Start button on the bottom of the PDA Page 136 of 260 Bizaar Oct know your market BIZAAR USER MANUAL Click on P Settings from the dropdown menu Click on the Connections tab at the bottom of the screen Click on the Wirel
3. Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council ge admin s Markets Weru ye ee ee ee ee ee ee ee a a a an you are here gt Vietcome to Gizear My Markets Salty Absent Traders No Absent Traders Figure 13 Absent trader screen Allocate Vacant Units Screen 28 The Allocate Vacant Units screen refer to Figure 14 permits the user to allocate a stall pitch or unit to a regular trader stored on the system The screen comprises of the following elements a Two dropdown lists i Pitch Detailing any unallocated stall pitch or unit ii Trader Detailing any regular trader names stored on the system b The assign unit charges tick box that permits the user to assign the pre set cost s of this stall pitch or unit to the trader c A Save button to store the changes made by the user Page 29 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council oe admin s Markets Bee oe ee ee ee ee ee ee a aT you are here gt Sahin turday Markei Allocate Vacant Units Allocate Vacant Units Pitch Pitch 1 Trader Joe Bloggs Assign Unit L Charges Add Umit Charges Save Figure 14 Allocate vacant units screen Allocating a Vacant Unit 29 To allocate a vacant unit proceed as follows a Navigate to the Allocate Vacant Units screen by clicking on i The Markets tab li The link for the market from the My Open Markets section of th
4. By Email support bizaar net By Telephone 01476 583370 By Fax 01476 577391 On the Intemet www Bizaar net aar 7 0 Framework ei Al imagem m Figure 2 Home screen Page 14 of 260 Bizaar cf BIZAAR USER MANUAL COMMON SCREEN FEATURES 10 The individual screens are divided into the following sections a _ Title bar containing the name of the market management agency refer to Figure 3 and the sub menu selection tabs Kirklees Council iome admin s Markets Compiancy Checks Unit Transfer Traders Reports Invoicing Settings Change Pin Sign Out Figure 3 Title bar b The sub menu selection tabs refer to Figure 4 used to open a series of screen by clicking on the individual tabs The sub menu selection tabs comprise the following I The Home tab that details user manuals and Bizaar system team contact details refer to Paragraph 12 ll The User Name Markets tab that details the markets controlled by the person currently logged into the Bizaar system and will show there name in the tab in this case admin s markets refer to Paragraph 13 Note the market managers details are set up and changed within the Settings tab li The Compliancy Checks tab that allows the user to confirm trader licence compliance refer to Paragraph 43 iv The Unit Transfers tab that allows the user to transfer units stalls and pitches between traders refer to Paragraph 47 v The Traders tab
5. Input edit the name of the category in the Category Name text box Page 120 of 260 f Bizaar rf BIZAAR USER MANUAL Tick the Confirmation Question tick box if a confirmation question for the category is to be applied Input a question into the Confirmation Question text box Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick the archived button if you wish to retain this record but not have it active on the system Click on the Save button to apply any changes made to the screen and save them into the database Manage Merchandise Items Link 148 The Manage Merchandise Items link takes the user to the Merchandise Items screen refer to Figure 74 This screen details all merchandise items registered on the system The screen also permits the user to add or edit merchandise items and has the following sections and action buttons a An Add New Merchandise ltem section with a Create New Merchandise Item button to transfer the user to the New Merchandise Item screen refer to Paragraph 149 An Active Merchandise Items section with a list of active items The name of the item acts as a link to transfer the user to the existing merchandise item screen refer to Paragraph 149 for editing An Archived Merchandise Items section with a list of archived items The name of the item acts as a link to transfer the user to the Existing Merchandise Item screen refer to Pa
6. know your market BIZAAR USER MANUAL li Click on the button for the VRN text box to open the Keyboard Entry screen and enter the vehicle registration number refer to Paragraph 25 ili Click on the button to save the trader vehicle record OK d Click on J in the Information message to return to the Trader Vehicles overview screen Trader Voucher Screens 134 The voucher system is Market Agency specific and is not used by all agencies The system allows traders to earn Vouchers for maintaining good market attendance this provides the trader with a financial incentive to turn up on market days The criteria for earning vouchers are defined in the Bizaar Management system Vouchers earned may be used by traders via the PDA to offset any rent cost the value of any voucher is defined within the management system 135 There are two Trader Vouchers screens as follows a An overview screen refer to Paragraph 136 that opens on selection of the Ww Trader Vouchers view trader vouchers and history button and lists the vouchers recorded against a trader and allows them to be selected b A data entry screen that is not currently covered in this manual 136 The Trader Voucher overview screen refer to Figure 86 has the following features Page 232 of 260 Bizaar Orf know your market BIZAAR USER MANUAL ww Trader Vouchers Description Figure 86 Trader vouchers overview screen a A list of
7. you are here gt Statement for Joe Boggs gt Market Unit Transfers Trader List Joe Biogas Salibury Saturday M Salibury Saturday Market Recurring Charges Add Recurring Charge daya Add Recurring Charge Recurring Charges daily rate 23 50 e d z daily rate 23 50 P EF Back Figure 39 Market recurring charges screen Page 64 of 260 Bizaar cf know your market BIZAAR USER MANUAL Creating a New Recurring Charge 85 To create a new recurring charge against a trader for a market proceed as follows a Navigate to the Market Recurring Charges screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 dz 1 The charges jcon in the Traders Markets section of the Trader Management screen 2 Select the required charge type from the dropdown list from those registered on the system e g Rental cleaning lights power etc Click on the Add Recurring Charge button The newly created charge will appear at the bottom of the Recurring Charges list The value for the recurring charge is taken from predetermined charges but can be updated as follows I Highlight the value to be changed in the appropriate box and type in the new value li Click on the tick d icon alongside the corrected value to save the value to the database Click on the Back button This will apply any changes made to the screen save
8. I The Invoicing tab ii The Batch Invoice Printing button on the Invoicing screen b Select the market for which the invoice is to be printed from the Select Market dropdown list c Insert the date for the invoice in the Date generated box d Click on the Batch Print link The batch of invoices will be printed Page 86 of 260 Bizaar cf know your market BIZAAR USER MANUAL SETTINGS TAB 118 The Settings tab opens the System Management amp Settings screen refer to Figure 54 The screen contains a list of links that allow the user to set up and manage the system as follows a A Manage Users link that allows the user to manage the people who access and use the Bizaar system and the markets they manage refer to Paragraph 119 b A Manage Charge Codes link that permits a user to add charge codes refer to Paragraph 122 All market charges are related to a parent charge code this code relates to the data held on external services e g financial systems c A Manage Locations link that permits the user to add details of the locations where markets take place refer to Paragraph 125 d A Manage Markets link that permits the user to add or change the details of an existing market that is registered on the system refer to Paragraph 129 e A Manage Merchandise Categories link that permits the user to add edit and delete categories for merchandise refer to Paragraph 145 Trader licences comprise of a
9. Manufacturer s Specification guide Manufacturer s Quick guide Manufacturer s operating manual Note The contents and copyright of these manuals remain the intellectual property rights of the equipment manufacturer TMS Support Solutions takes no responsibility for any inaccuracies in their content or of any accidental damage caused by using them Page 255 of 260 Bizaar cf BIZAAR USER MANUAL Page 256 of 260 Bizaar cf know your market BIZAAR USER MANUAL absence 167 170 absent 30 37 38 170 Absent 37 38 168 account 31 185 192 Activesync 128 129 130 131 160 add 14 25 31 34 43 45 50 51 52 53 55 67 74 85 86 89 91 93 94 96 97 99 101 102 115 118 119 121 202 217 220 226 230 Add 31 42 46 47 51 53 55 66 67 74 92 96 99 101 109 118 121 217 Address 215 Allocated 21 Assign 61 62 assigned 55 62 157 164 166 Assigned 57 attendance 166 231 Attendance 60 BIZAAR OVERVIEW 7 capture 147 cash 34 114 179 Cash 34 114 177 Casual 59 categories 85 115 116 118 changes 28 35 38 42 46 90 93 96 100 102 150 194 charge 32 64 85 92 93 111 112 193 charges 20 28 30 31 57 63 64 65 85 150 194 Charges 32 Cheque 34 cleaning 31 64 193 Clothing 67 code 85 91 92 93 104 110 113 119 122 248 Collector 90 comment 26 55 202 203 204 Comment 25 55 199 201 commen
10. Page 10 of 260 Bizaar cf know your market BIZAAR USER MANUAL Page left intentionally blank Page 11 of 260 Bizaar cf BIZAAR USER MANUAL Chapter BIZAAR MIS APPLICATION This Chapter introduces the user to the Bizaar MIS application including screens menus and functionality INTRODUCTION l The Bizaar Management Information System is a web based system that utilises a series of screens to allow the management of all aspects of the running of markets by a market agency The screens consist of selection tabs action buttons dropdown lists tick boxes hyperlinks underlined and coloured purple and text and value boxes Dropdown lists are opened by clicking in the down arrow and then clicking on the item to be selected from the list that appears Selection of the features on each screen is made using the mouse in the conventional way Mouse operations will be denoted by the phrase click on throughout this chapter The application is accessed via a shortcut icon on the PC desktop that will open the application in Internet Explorer The Internet Explorer tools should not be used when using the application as data may not be correctly saved to the database security is achieved by each user having a unique Username and Personal Identification Number PIN Page 12 of 260 Bizaar cf BIZAAR USER MANUAL 6 This chapter has been set out so each group of related screens and their features are de
11. Page 165 of 260 Bizaar cf know your market BIZAAR USER MANUAL Manage market traders A Trader info and compliancy heds button that takes the user to the Manage Market Traders screen refer to Paragraph 112 with two submenus where traders can be added deleted or their records updated or a compliance check can be initiated button that takes the user back to the Markets section Manage Market Pitches Screen 60 The Manage market Pitches screen refer to Figure 32 has two submenus and a return to main screen facility accessed using the following action buttons Vacancy check A Manage your market attendance button that opens the Vacancy Check main screen refer to Paragraph 61 where units that are vacant can be checked and regular trader absence can be recorded Pitch assignments A Assign your tradersto Pitches button that opens the Pitch Selection Screen refer to Paragraph 69 where traders can be allocated to or removed from a unit A button that returns the user to the Market Management screen Bizaar rf Manage market Pitches Vacancy check Manage your market attendance Pitch assignments EH Assign your traders to Pitches qm Back to Main Menu Figure 32 Manage market pitches screen Page 166 of 260 Bizaar cf know your market BIZAAR USER MANUAL Vacancy Check Main Screen 61 62 63 The Vacancy Check main screen refer to Figure 33 is mad
12. SESS Figure 23 Data transfer progress screen Page 155 of 260 Bizaar Oct know your market BIZAAR USER MANUAL 45 Each item in the list initially has an amber dot beside it to indicate that action is not complete The amber dot changes to a green arrow as that transfer action commences and the progress bar changes to blue Once the data for that item is transferred the green arrow changes to a green dot 46 A oa button is provided that cancels the data transfer at any time and returns the user to the Bizaar main menu screen 47 On completion of the data transfer a confirmatory message refer to Figure 24 will appear on the screen The confirmatory message has a 7 uni button to confirm the completion of data w Information The transfer was completed successfully Click OK to return to the main menu Jf OK Figure 24 Confirmatory transfer message Transferring Data between the PDA and PC 48 To carry out a transfer of data between the PDA and PC proceed as follows a Synchronise the PDA to the PC by either I Creating a partnership refer to Paragraph 8 li If the PDA has been registered on the PC refer to Paragraph 10 switching on the PDA and connecting it to the PC using the USB connector provided b Start the Bizaar PDA application refer to Paragraph 15 c Log into the Bizaar PDA application refer to Paragraph 41 d Click on the transfer button to transfer to the Data trans
13. screen b In the Licence Summary section click on the icon for the licence that is to be deleted c Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Market Vouchers Screen 91 The Market Vouchers screen refer to Figure 41 allows the user to view manage and update any vouchers used for holiday and incentive schemes operated by the Market Agency The Market Vouchers screen has four sections and a Back button The four sections are as follows a A Voucher being earnt section that allows the user to view vouchers and update voucher progress refer to Paragraph 92 Note Details for vouchers being earned and used is also collected via the PDA application synchronising the PDA with the PC updates this information automatically on the Management System b An Add Voucher section that allows the user to add a new voucher to the trader refer to Paragraph 93 Page 69 of 260 Bizaar cf know your market BIZAAR USER MANUAL A Vouchers awaiting Use section that allows the user to view and delete unused vouchers refer to Paragraph 94 A Used and Expired Voucher section that shows a list of any used or expired vouchers against the trader Kirklees Council Home sedmin s Markets Comphancy Checks Unitiransfer Bis ies Reports invoking Settings Change Pin Sion Out you are here gt Statement
14. Active Locations Kirklees 01484 273730 Salibury 0123 Figure 59 Location summary screen New Location Detail Screen 126 The New Location Detail screen refer to Figure 60 has a A Name box for entry of the name of the market location b A Contact Number box for entry of the phone number for the market location c A Vat Number box for entry of the VAT number for the market location Page 96 of 260 Bizaar Og know your market BIZAAR USER MANUAL d A Save button to save the changes made on the screen to the database Kirklees Council Home admin s Markets Compliency Checks UnitTransfer Traders Reports Invoicing Eta ee Change Pin Sign Out you are here i System Monagemeni Settings New Location Detail lew Location Detail Location Detail Contact Number Vat Number Save Figure 60 New location detail screen Existing Location Screen 127 The existing Location screen refer to Figure 61 is identical to the New Location Detail screen with the exception that it shows the location name at the top of the screen and has an additional Restore Defaults button The Restore Defaults button is for restoring the defaults set in the Manage Customs Options link of the System Management amp Settings screen and is not currently used Kirklees Council Home admin s Markets Compliency Checks Unit Transfer Traders Reports invoicing Eats Change Pin Sign Out you are here HimaHcim Syote Kirklees
15. Device Settings Printer COM Port Figure 104 Device settings screen Page 251 of 260 Bizaar Opr know your market BIZAAR USER MANUAL Settings Printer port 158 To change the printer port proceed as follows AF a a If required click on the Options button to open the Options section b Click on the settings button to open the Device Settings screen WARNING CHANGING THE COMMUNICATIONS PORT FOR THE PRINTER MAY PREVENT THE BIZAAR APPLICATION PRINTING c Select the required printer port from the Printer COM Port dropdown list d Click on the button to confirm the change of COM port e If required click on the button to cancel the change of COM port Page 252 of 260 Bizaar rf BIZAAR USER MANUAL Chapter TRIMBLE JUNO SB This section of the manual contains the following manufacturer s manuals Manufacturer s Specification guide Manufacturer s Quick guide Manufacturer s operating manual Note The contents and copyright of these manuals remain the intellectual property rights of the equipment manufacturer TMS Support Solutions takes no responsibility for any inaccuracies in their content or of any accidental damage caused by using them Page 253 of 260 Bizaar cf BIZAAR USER MANUAL Page 254 of 260 Bizaar rf BIZAAR USER MANUAL Chapter ZEBRA MZ220 PRINTER MANUAL This section of the manual contains the following manufacturer s manuals
16. them into the database and transfer to the system to the Trader Management screen Deleting a Recurring Charge 86 To delete a recurring charge against a trader from a market proceed as follows a Navigate to the Market Recurring Charges screen by clicking on Page 65 of 260 Bizaar cf know your market BIZAAR USER MANUAL The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 dz ii The 8 icon in the Traders Markets section of the Trader Management screen Click on the EN icon for the charge to be deleted Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Market Licence Screen 87 The Market Licence screen refer to Figure 40 allows the user to view and manage the trading licences for the trader The Market Licence screen has three sections and a Back button The three sections are as follows a A Record New Compliancy Check section that allows the user to record a compliancy check against a trader refer to Paragraph 88 An Add Licence Item section that allows the user to add a new trading licence for a trader refer to Paragraph 89 A Licence Summary section that shows a list of licences already assigned to the trader and allows the licences to be deleted from the trader refer to Paragraph 90
17. 200 Vertical dpi of the receipt 200 Number of receipts to print 1 Left receipt indent 10 Receipt separator eee ene Default target for vouchers 12 Document upload folder http GRA MOB 750 BizaarDataF iles Upload path for files c Bizaari Files The authority name displayed on invoices Kirklees Council Line 1 of the issuing authontie s address Street Line 2 of the issuing authontie s address Town Line 3 of the issuing authontie s address Postcode Postcode of the issuing authonties address Telephone for the issuing authority number Fax number for the issuing authority Contact Email for the issuing authonty Filename of authonty logo stored in the bizaar data folders logo jpg Virtual path to photos uploaded from the PDA http GRA MOB 750 BizaarData Photc Figure 76 System configuration screen Page 125 of 260 Bizaar cf know your market BIZAAR USER MANUAL CHANGE PIN TAB 152 The Change Pin tab opens the Change Pin screen refer to Figure 77 The screen allows the user to change their PIN and has the following text boxes and action button a A New Pin text box to enter the new PIN b A Confirm Pin text box to re enter the new PIN to confirm it is correct c A Change Pin button to save the change of PIN to the database Kirklees Council Home admin s Markets Compincy Checks Unit Iransfer Traders Reports Invotong Settings PMD amu Sagri Laut you are here gt Reporting inyceceng System Ma
18. A Date Checked line entry to show the date of the last check A Previous Note box showing any note attached to the last compliancy check Record Violation A Sef Record a licence violation button that records that the trader has failed this compliancy check Compliancy Rules Met A Mark the trader checkas OK button that records that the trader has passed this compliancy check A he button that returns the user to the Trader Licence screen Page 240 of 260 Bizaar Orf know your market BIZAAR USER MANUAL A Compliancy Check Last Result Fail Date Checked 16 04 09 09 39 30 Previous Note Record Violation g F Record a licence violation Compliancy Rules Met Mark the trader check as OK ye Back Figure 95 Compliancy check action screen Record Violation Compliancy Rules Met g On selection of either the f Recorda licence violation or Manea buttons a notes Question message refer to Figure 96 will appear Selecting J ves yill open the Compliancy Check notes screen Selecting a o will return the user to the Trader Licence screen Would you like to record a note against this compliancy check Figure 96 Note confirmation screen 148 The Compliancy Check note screen refer to Figure 97 has the following features and action buttons a A Result line to show the result of this compliancy check my Use Onscreen Keyboard b A New Note box with an associated button that ope
19. A Unit Description dropdown list to select the type of unit from a choice of the following 1 Pitch 2 Stall 3 Barrow 4 Unit Unit Width and Unit Depth boxes to edit the dimensions of the market unit A Unit Address box for editing of the unit s address An Archived tick box to allow the entry to be archived so it is not shown on the active system A Save button to save the changes made on the screen to the database An Add Charge for this unit section containing An Add Charge dropdown list containing all of the active charges for this market An Add button to activate the charge against the unit A Charges for this unit section that contains a list of all the charges allocated to this unit Each entry has An editable value box showing the value of the charge The initial value in the box is the default set in Manage Charge Codes refer to Paragraph 122 A 7 icon to confirm a change made to the value box A icon to delete the charge from the list Page 110 of 260 Bizaar cf know your market BIZAAR USER MANUAL TMS Support Solutions Ltd Home admin s Markets Compliancy UWnitTransfer Traders Reports Invoicing Messages Settings Change Pin Sign Out you are here gt System Management amp Settings gt Market Summary gt Midington Indoor Market Unit Summary gt Add Market Unit gt Market Unit Detail Market Unit Detail Market Unit Detail Unit Number Unit Description Unit Width
20. A list of pre set charges taken from the Management System and the value of each charge A selected charge is shown highlighted in blue b A Value box with an associated button to open the Keyboard Entry screen refer to Paragraph 24 to adjust the amount of the charge if required Initially the Value box will show the same value as the highlighted charge Cc A button that will return the user to the Trader Account screen Page 189 of 260 Bizaar Orf know your market BIZAAR USER MANUAL d An button that accepts the charge and returns the user to the Trader Account screen which will now show the charge and new balance Charge 75 00 Figure 50 Charge screen Pitch Offer Screen 91 The Pitch Offer screen refer to Figure 51 opens when the button on the Collection List screen is selected and an offer of a unit has been registered on the Management System Has the following information and action buttons a Three information lines giving the following details i Pitch detailing the unit being offered li Requested showing the date and time of the offer ili Trader showing the name of the trader being made the offer b An Action dropdown list with the following options I Accept indicating the trader accepts the terms and conditions of the offer li Reject indicating the trader rejects the offer Page 190 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Cc A button
21. All Management System Permissions Manage system users Manage locations Manage charge codes Manage markets O Manage merchandise Manage system settings C Compliancy check C Manage unit transfer DO Administrator O Manage traders C1 Close markets Handheld System Permissions C Vacancy check Unit Assignment C Collections OManage Traders O Compliancy check CO Utility round Reset Pin Number Reset Users Pin os Figure 56 User detail screen Page 90 of 260 Bizaar cf know your market BIZAAR USER MANUAL Adding Editing a User 121 To add a user to or edit a user on the system proceed as follows Note Items with a next to them are compulsory items and require data to be entered into them before the user record can be saved a Navigate to the User Detail screen by clicking on I The Settings tab li The Manage Users link on the System Management amp Settings screen ili Then on the User Summary screen either 1 On the Create New User button to open the User Detail screen if a new user is to be added 2 On the name link for a user in the Active Users list to open the User Detail screen to update details for an existing user b Inthe User Detail Section enter the following details I First name Last name ili Username to be used on Bizaar systems iv Email v Telephone No vi Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick th
22. Date Created for the vehicle record c A button to cancel the data entry and return to the Trader Vehicles overview screen d A button to save the vehicle data to the database Page 230 of 260 e Bizaar rf BIZAAR USER MANUAL On completion an Information message refer to Figure 85 appears to confirm the OK vehicle details have been recorded select d to accept the message and return to the Trader Vehicles overview screen The save was successful Jf OK Figure 85 Save information message Adding Editing Trader Vehicle Information 133 To add or edit trader vehicle details proceed as follows a Navigate to the Trader Menu screen refer to Paragraph 123 aah Trader Vehicles Click on the Record and view this trader s vehicles button to open the Trader Vehicles overview screen and then If required click on the button at any time to return to the Trader Menu screen Add New Vehicle li Click on the BF Cic here to add anew vehicle button to open the Trader Vehicles data entry screen to add a new vehicle record ili Select an existing vehicle record from the list and click on the button to open the Trader Vehicles data entry screen to edit an existing vehicle record On the Trader Vehicles data entry screen L lf required click on the button at any time to cancel the current operation and return to the Trader Vehicles overview screen Page 231 of 260 Bizaar cf
23. L check box to indicate the market unit is being run by an assistant to the registered market trader ili Click on the button to return the user to the Pitch Selection screen On the Pitch Selection screen Select a new unit to allocate trader to or remove a trader from li Click on the x Pack button to return to the Market Management screen Removing a Trader Assignment to a Unit Note A permanently assigned trader can only be removed on the MIS Application refer to Chapter 2 Once a market unit is permanently allocated on the MIS it cannot be made available or reallocated at the actual market using the PDA 75 To remove a trader from a market pitch proceed as follows a select a market refer to Paragraph 57 to open the Market Management screen Manage market Pitches i Vacancy checks and assignments Click on the screen button to open the Manage market Pitches Pitch Assignments Click on the Assign your traders to Pitches Dutton to open the Pitch Selection screen On the Pitch Selection screen I Click on the 2 and buttons to navigate to the page showing the unit to be allocated to the trader w il Click on the sao button for the unit to have an allocated trader removed Page 176 of 260 Bizaar Orf know your market BIZAAR USER MANUAL iii Click on the se ey button to select the unit and open the Pitch Assigning screen ved ch Q a iv If required click on
24. Location Detail Name Burka Contact Number 01484 223730 Vat Number 1234567890 Restore Defaults Figure 61 Existing location detail screen Page 97 of 260 Bizaar rf BIZAAR USER MANUAL Adding Editing Location 128 To add a new location or edit an existing location proceed as follows a Navigate to the New Location Detail or Existing Location screen by clicking on I The Settings tab li The Manage Locations link on the System Management amp Settings screen iii Then on the Location Summary screen either 1 On the New Location button to open the New Location Detail screen if a new location is to be added 2 On the location name link in the Active Locations list to open the existing Location screen to update details for an existing location b Enter edit the market location name in the Name box c Enter edit the contact telephone number for the location in the Contact Number box d Enter edit the VAT number for the location in the Vat Number box e Once all changes are completed click on the Save button to apply any changes made to the screen and save them into the database Page 98 of 260 Bizaar cf know your market BIZAAR USER MANUAL Manage Markets Link 129 The Manage Markets link takes the user to the Market Summary screen refer to Figure 62 This screen details all markets on the systems and allows the user to a Add a new recurring market using the New Recurring Market
25. Market Vouchers screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The st icon in the Trader s Markets section of the Trader Management screen b In the Add Voucher section I From the first dropdown list select the required voucher from the vouchers registered on the system li From the second dropdown list select the unit against which the voucher applies from the units registered on the system Page 71 of 260 Bizaar Orf know your market BIZAAR USER MANUAL lil Click on the Add Voucher button The newly created voucher will appear at the bottom of the list of vouchers in the Vouchers awaiting Use list c Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Deleting a Voucher From a Trader 94 To delete an existing voucher from a trader proceed as follows a Navigate to the Market Vouchers screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The sh icon in the Trader s Markets section of the Trader Management screen b In the Vouchers awaiting Use list click on the associated En icon for the voucher to be deleted c Click on the Back button This will apply any changes made
26. Market screen to update details for an existing market Page 101 of 260 g Bizaar cf know your market BIZAAR USER MANUAL select the location for the market from the Location dropdown list Enter a description for the market in the Description box Click on the Available Voucher tick box if a voucher scheme is to be used for the market Click on the Days tick boxes for the days that the market will be run on Once all changes are completed click on the Save button to apply any changes made to the screen and save them into the database New Invoiced Ad Hoc Market and Existing Invoiced Ad Hoc Market Screens 132 The New Invoiced Ad Hoc Market screen refer to Figure 64 and Existing Invoiced Ad Hoc Market screen has Note The New Invoiced Ad Hoc Market and Existing Invoiced Ad Hoc Market screens are similar and are updated in the same way with certain restrictions being applied to editing of the Existing Invoiced Ad Hoc Market screen The Add New Invoiced Ad Hoc Market screen is shown at Figure 64 A Location dropdown list to select the location for the market A Description box for entry of details for the market An Available Vouchers tick box to activate a voucher scheme for the market if required A Start Date box for entering the start date for the market A Save button to save the changes made on the screen to the database Page 102 of 260 Bizaar Or know your market BIZAA
27. Mr Joe Bloggs DOB 09 01 1976 9 Telephone Mobile No Photo Email Created 07 09 2011 Modhed 07 09 2011 Update Trader Details Manage Trader Vehicles Manage Trader Insurance View Comments View Files Trader s Markets Salibury Saturday Market mm k 7 Joined yf came meee amp r EF Current Status Regular Update Trader Status er Unita Changes Licence Vouchers Holiday Add Trader to Market Add To Kirklees Batley Open Friday Market ix Ada Figure 27 Trader management screen Personal Details Section 62 The Personal Details section refer to Figure 28 shows a photograph of the trader and details for the selected trader and allows the user to carry out the following tasks by clicking on the relevant button a Update Trader Details refer to Paragraph 63 Manage Trader Vehicles refer to Paragraph 64 Manage Trader Insurance refer to Paragraph 67 View Comments refer to Paragraph 70 View Files for that trader refer to Paragraph 73 Page 50 of 260 Bizaar Or know your market BIZAAR USER MANUAL Joe Bloggs Personal Details Name Mr Joe Bloggs DOB 09 01 1976 y Telephone htobile ite Prete Email Created 07 05 2011 Modhed 07 09 2011 Update Trader Details Manage Trader Vehicles Manage Trader Insurance View Comments View Files Figure 28 Personal details section Update Trader Details Button 63 The Update Trader Details button takes the user to the Update
28. New Iradi eee eee ee eee eee ne ere eee eee ee eee eee eee 218 MSG TONSIL SGC CUM asec gcse ss 221 Navigating to the Trader Menu Screen cccccccccseeeeeeeeeeeeeeeesaeeeesaeeeesseeeesseeeesaeees 222 Updating a Traders Detallls cccccccssccceeccceseeceeeeceuceceuseceueeseuseseuseseueessasessueessees 222 Searching for a Comments for a Trader through the Trader Menu Screen 223 Trader Insurance Screens cccceeccccecceceeeeeceeeeeseeeeeseeceeseueessueeesseeeessaeeesseeeesaneeesaeess 223 Adding Editing Trader Insurance INformation cccccceseeeeeeeeeeeeeeseeeeseeeeseeeeneeenees 227 Trader WV SUMS SCC tec irerccese cs ete ee 228 Adding Editing Trader Vehicle InfOrmation cccccccseeceseeeeseeeeseeeeseeeseeeeseeeeseeeenaes 231 Trader Voucher SCreGNS cccccccsscccceneeeceeececeeeececesseucesseeessaueessueeesseeesseseesauseesaeees 232 Trader Holidays Screens acter eee cesc sence ecpnectteancecseceeesenceaanaseetienawaeeoeqeueaeteeseeeeeessseeee 233 Authorising Trader Holidays cccccscccccseccseeeeseeeeseeeeseeceseeeseeeeseeeseueeseeeeseueeseeeesees 236 Gompa ONCE CEGO caesar eect pense see sec ete 238 Carrying out a Compliancy Check on a Trader ccceecccceeceeseeeecaeeeeseeeeesaeeeeseeeeeeas 242 OP TIONS SOON arses arrose semsen E E E E E E 244 Factory Reset Screen and Confirmation Question BOXES ccccseeesseeeeeeeeseeeesneeeens 245 Bizaar Setup Wizard and Loc
29. PDA Page 174 of 260 Bizaar Orf know your market BIZAAR USER MANUAL 74 To assign a trader to a market unit proceed as follows a select a market refer to Paragraph 57 to open the Market Management screen wil Manage market Pitches Click on the oan Vacancy checks and assignments button to open the Manage market Pitches screen Pitch Assignments Click on the Assign your traders to Pitches button to open the Pitch Selection screen On the Pitch Selection screen Click on the and ng buttons to navigate to the page showing the unit to be allocated to the trader v il Click on the staiozbutton for the unit to be allocated ili Click on the ae ey button to select the unit and open the Pitch Assigning screen iv If required click on the q ii button at any time to return to the Manage market Pitches screen Assign Trader On the Pitch Assigning screen click on the Assign a trader to the Fitch button to open the Trader Search filter screen Carry out a trader search refer to Paragraph 31 to find the trader to be assigned to the unit On the Pitch Assigning screen Ensure the traders details have been entered onto the screen and the Assign Trader Remove Trader Assign a trader to the Pitch button ch anges toa Remove a trader from the Pitch utton Page 175 of 260 Bizaar Oct know your market BIZAAR USER MANUAL ii If required touch the Assistant
30. The name of the category acts as a link to transfer the user to the existing merchandise category screen refer to Paragraph 146 for reactivation and editing Page 117 of 260 Bizaar Og know your market BIZAAR USER MANUAL TMS Support Solutions Ltd You are here gt System Management amp Settings gt Mi Merchandise Categories Create New Category Create New Category Active Categories Clothing Collectables amp Novelty Electronics Fishing Flowers amp Gardening Video Archived Categories Groceries Hardware Supplies Meat amp Poultry Music Figure 72 Merchandise categories screen Page 118 of 260 Bizaar cf know your market BIZAAR USER MANUAL Add Merchandise Category Screen and Existing Merchandise Category Screen 146 The Add Merchandise Category screen refer to Figure 73 and Existing Merchandise Category screen has Note The Add Merchandise Category and existing merchandise Category screens are similar and are updated in the same way The Add Merchandise Category screen is shown at Figure 73 a A Category Name box for inputting editing the category name b A Confirmation Question tick box to set if a confirmation question needs to be answered before the category can be edited c A Confirmation Question text box into which the confirmation question is input A confirmation question is displayed on the PDA when details for the stall are accessed to serve as a reminder to
31. a charge using the Create New Charge Code button in the Add New Charge Codes section to transfer the user to the Add New Charge Code screen refer to Paragraph 123 b View existing charge codes on the system in the Active Categories section and edit them using the charge code name link in the list to transfer the user to the Update Charge Code screen refer to Paragraph 123 Page 92 of 260 Bizaar cf know your market BIZAAR USER MANUAL c View archived charge codes on the system in the Archived Charge Codes section and reopen and edit them using the charge code name link in the list to transfer the user to the Update Charge Code screen refer to Paragraph 123 Kirklees Council Home admin s Markets Compliency Checks Unit Transfer Traders feports invo cing Settings BS ee eee T you are here Reporting gt Ivcicing gt System Management amp Settings gt Charge Code Summary Charge Code Summary Add New Charge Code Create Hew Charge Code Active Categories test Created On 23062011 11 27 51 MR110337501 Insurance Cleckheaton Farmers Created On 14 04 2077 09 16 39 MR110485146 Holmfirth Farmers Rents Created On 14 04 2071 12 17 50 MR110488011 Holmfirth Open Rents Created On 14 04 2011 16 33 41 Archived Charge Codes Test Test Crested On 1082017 13 5355 Figure 57 Charge code summary screen Add New Charge Code Update Charge Code Screen 123 The Add New Charge Code Update Charge Code scre
32. additional warning banner to indicate that no insurance is recorded for the trader b View a list of trader insurance details registered on the system and open the Update Insurance screen to allow the insurance details to be updated or deleted The Update Insurance screen is similar to the Add Insurance screen and is not shown c Return the user to the Trader Management using the Back Button not shown Kirklees Council Home admin s Markets Comphency Checks UnitTransfer Traders Reports invosing Settings Change Pin Sion Out You are here gt Trader Search gt Benny Agbayani gt Insurance Sumi Insurance Summary Add Insurance General 123456 Expires 01 02 2010 00 00 00 Figure 31 Insurance summary screen Add Insurance Screen 68 The Add Insurance screen refer to Figure 32 allows the user to add a traders insurance details onto the database Page 53 of 260 Bizaar Og know your market BIZAAR USER MANUAL Kirklees Council Home admins Markets Compiency Checks Unet Transfer Mitchie Reports imoa etings Change Pm gn Du you are here gt Trader List gt Jon Bloggs gt Insurance Add Insurance mary gt Ad Insurance Insurance Detail Insurer Policy Number Valid From Valid To Figure 32 Add insurance screen Page 54 of 260 Bizaar cf know your market BIZAAR USER MANUAL Adding Editing a Traders Insurance Details 69 To add edit a vehicle details against a trader proceed as f
33. amp Settings gt Markel Summary gt Kirklees Batley Open Friday Market Charge Summary Kirklees Batley Open Friday Market Charge Summary Create New Market Charge New Charge Active Market Charges Insurance maccs arrears parking Rent Rate A Rent Rate B Tender Archived Market Charges There are currently no archived market charges Figure 69 Market charge summary screen Page 113 of 260 Bizaar rf BIZAAR USER MANUAL New Market Charge Screen and Existing Archived Charge Screen 142 The New Market Charge screen refer to Figure 70 and Existing Archived Charge screen has Note The New Market Charge and existing archived Charge screens are similar and are updated in the same way The New Market Charge screen is shown at Figure 70 a A Charge Name box for inputting editing the charge name b A Charge Code dropdown list containing the Agency Specific charge codes c A Vat Rate value box for the input of the rate of VAT for the charge d A Charge Value box into which the price of the charge including VAT is input e An Archived tick box f A Save button to save the changes made on the screen to the database Kirklees Council New Market Charge Market Charge Detail Charge Name Charge Code Vat Rate Charge Value inc Vat Archived oO Save Figure 70 New market charge screen Adding Editing Charges for a Market 143 To add a new charge or edit an existing charge allocated to a market proceed a
34. an allocated link in the Attendance and Vacancies list of the Market Management screen iv On the Update Charges button on the Trader Statement screen b Type the corrected value into the box for the appropriate charge c Click on the I icon to save the change to the database Deleting a Charge 34 To delete a charge proceed as follows a Navigate to the Charge Summary screen by clicking on I The Markets tab li The link for the market from the My Open Markets section of the My Markets screen Page 34 of 260 Bizaar cf know your market BIZAAR USER MANUAL ili On an allocated link in the Attendance and Vacancies list of the Market Management screen iv On the Update Charges button on the Trader Statement screen b Click on the icon for the charge to be deleted Payment Summary Screen 35 The Payment Summary screen refer to Figure 17 permits the user to add any payments made by the trader The screen is split into the following sections a A Trader Payments section that provides an overview of the cash owed by the trader and permits the user to register a payment made by the trader The section comprises a value box for entering cash amounts an Add Payment button for adding the entry and a dropdown list containing the following selectable options for the transaction i Cash li Cheque ili Standing order iv Voucher such as holiday voucher or incentive voucher v Adjustmen
35. button in the Create New Market section to transfer the user to the New Recurring Market screen refer to Paragraph 130 Add a new invoiced or ad hoc market using the New Invoiced Ad Hoc Market button in the Create New Market section to transfer the user to the New Invoiced Ad Hoc Market screen refer to Paragraph 132 View existing markets on the system in the Active Markets section and edit them using the market name link in the Active Markets list to transfer to the existing Market screen refer to Paragraph 130 and 132 In addition there are three action buttons that allow the details for the individual markets to be updated as follows I A Market Units button that opens the Market Unit Summary screen refer to Paragraph 134 to allow the user to add edit and delete the units pitches and stalls available at the market li A Market Charges button that opens the Market Charge Summary screen refer to Paragraph 141 to allow the user to add edit and delete charges appropriate to the market iii A Market Settings button that opens the Market Settings screen refer to Paragraph 144 to allow the user to update settings for the market Page 99 of 260 Bizaar Or know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invotcing Settings Change Pin Sign Out you are here gt Reponing incdicing gt Syste Market Summary Create New
36. charges as required d If required in the Charges for this unit section I Adjust the charge by changing the cost in the value box and clicking on the 7 icon li Delete a charge by clicking on the icon e Click on the Save button to apply any changes made to the screen and save them into the database Market Charge Summary Screen 141 The Market Charge Summary screen refer to Figure 69 has the following action buttons and sections a A Create New Market Charge section containing a New Charge button to transfer the user to the New Market Charge screen refer to Paragraph 142 that allows the user to add a new charge for a market Page 112 of 260 Bizaar cf know your market BIZAAR USER MANUAL An Active Market Charges section containing a list of charges currently available to be applied to the units at a market The name of the charge is a link to transfer the user to the screen for that charge refer to Paragraph 142 that allows the user to edit an existing charge for a market An Archived Market Charges section containing a list of charges that are not currently active The name of the charge is a link to transfer the user to the screen for that charge refer to Paragraph 142 that allows the user to reinitiate and edit the archived Kirklees Council Home admin s Markets Compliency Checks Unit Transfer Traders Reports invoicing tacts Change Pin Sgm Out you are here Invoicing gt System Management
37. for Joe Bioogs gt Market Unit Transfers gt Trader List gt Joe Bloags gt Salibury Saturday Market Vouchers Vouchers being earnt Pitch 15 Holiday 3 Target 52 Pitch 15 Attendance Voucher 3 Target 12 Update Voucher Progress Add Voucher Add Attendance Voucher Y to Pitch 15 Yl add Voucher Vouchers awaiting Use Pitch 15 Issued 12 05 2009 00 00 00 E Expires 12 05 2010 00 00 00 Used and Expired Vouchers wy There are no used or expired vouchers Back Figure 41 Market Vouchers screen Updating Voucher Progress 92 To manage vouchers for the current trader proceed as follows a Navigate to the Market Vouchers screen by clicking on i The Traders tab ii The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 Page 70 of 260 Bizaar cf know your market BIZAAR USER MANUAL ii The Yow screen icon in the Trader s Markets section of the Trader Management b Inthe Vouchers being earnt section I Adjust the value of the vouchers earned against the relevant item in the Vouchers being earnt list Click on the Update Voucher Progress button c Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Adding a Voucher Against a Trader 93 To adda voucher against a trader proceed as follows a Navigate to the
38. for a specific invoice proceed as follows i Type in the first few letters or numbers for the invoice required into the search text box Page 79 of 260 Bizaar Or know your market BIZAAR USER MANUAL li Click on the Search for Invoice button to create a list of invoices meeting the search criteria in the Invoicing screen refer to Figure 47 To carry out a search on an invoice created today click the mouse pointer on the search Invoices created today button to create a list of invoices created today Kirklees Council Home admin s Markets OCompliency Checks Umit Transfer Traders Reports Pigeon Settings Change Pn Sgm Gut you ane here gt Statement for Joe Boggs Market Unit Tranglers Trader List gt Reporting invoicing Invoicing Baich invoice Create invoice Create Ad Hoc Invoice Batch invoice Printing jo Search for Invoice Show Invoices created today Invoice 00065 Joe Bloggs 23 50 Payments Cancel View Invoice OF0W2011 07092011 Invoice 00064 Joe B 47 00 Payments Cancel View Invoice 01 09 2011 30 09 2011 Figure 47 Invoicing screen populated Making a Payment Against an Invoice 106 To make a payment against an invoice proceed as follows a Click on the Invoicing tab to open the invoicing screen Carry out a search refer to Paragraph 105 to populate the invoicing screen with the invoice to be paid Click on the Payments link for the invoice to be paid to open th
39. here gt Trader List gt Reporta loving gt Gatch invoice Generator Batch Invoice Generator Select Market Salibury Saturday Market si Stan Date ENEE End Date 30a Inveice 00064 Joe Bloggs 47 00 View Invoice O1 0 2011 30 09 2011 Figure 50 Batch invoice generator screen populated 111 To view an individual invoice for the generated batch of invoices click on the View Invoice link for the invoice that is to be viewed The invoice will appear on the screen Create Invoice Button 112 The Create Invoice button takes the user to the Create Invoice screen refer to Figure 51 that allows the user to create single invoices for a specific market and trader refer to Paragraph 113 Kirklees Council Home admin s Markets Compliency Checks Unit Transfer Traders Reports tees Settings Change Pin Sign Out you are here gt Trader List gt Reporting Invadcing Create invoice Create Invoice Select Market Salibury Saturday Market B Select Trader Joe Bloggs _ iy Start Date ovo End Date J0 0811 Figure 51 Create invoice screen Page 83 of 260 Bizaar rf BIZAAR USER MANUAL Creating an Invoice for a Specific Trader at a Specific Market 113 To create a single invoice for a specific trader at a specific market proceed as follows a f Navigate to the Create Invoice screen by clicking on I The Invoicing tab li The Create Invoice button on the Invoicing screen select the market f
40. insurance record onto the database If the Sa i l i button is pressed without entering an insurers name a warning Page 226 of 260 Bizaar Oct know your market BIZAAR USER MANUAL message refer to Figure 80 will appear Selecting J si will close the message and allow the user to enter an insurer s name You must enter the name of the company that the insurance is with Figure 80 Insurers name warning message h Oncompletion an Information message refer to Figure 81 appears to confirm the OK insurance details have been recorded select S to accept the message and return to the Trader Insurance overview screen W Information The save was successful Figure 81 Save information message Adding Editing Trader Insurance Information 129 To add or edit trader insurance information proceed as follows a Navigate to the Trader Menu screen refer to Paragraph 123 s u Manage Insurance b Click on the Record and view trader insurance button to open the Trader Insurance overview screen and then i lf required click on the button at any time to return to the Trader Menu screen z Record New Insurance li Click on the Click to here to record insurance button to open the Trader Insurance data entry screen to add a new insurance record Page 227 of 260 Bizaar Oct know your market BIZAAR USER MANUAL iii Select an existing insurance record from the list and cl
41. know your market BIZAAR USER MANUAL Kirklees Council foe admin s Markets Meane e ee ee se ee a a a a aT you are here gt Vyetcome to Bizaar gt My Markets Salibury Saturday Market 17 September 2011 Reconcile Notes 50 Note 20 Note 10 Note 5 Note Di G oa amp Coins 2 Coin 1 Goin Silver Coins Bronze Coins S oa a a Cheques Number Of 0 Cheques Total Value of Cheques Summary Total Reconciled 0 00 Cash amp Cheque 0 00 Amount Difference 0 00 Banking Number Recalculate Save rower by he Mraar 2 0 F amp a fe sal aT fel ed it e LE ramen Oak i ate il Figure 11 Reconcile takings screen Reconciling Takings for a Market 22 To reconcile takings from a market proceed as follows a Navigate to the Reconcile screen by clicking on I The Markets tab li The link for the market from the My Open Markets section of the My Markets screen Page 25 of 260 Bizaar cf know your market BIZAAR USER MANUAL Note The reconcile screen can be accessed from a closed market but is read only ili The Reconcile Takings button on the Market screen b Enter the total for each denomination in the value boxes in the Notes and Coins sections c Enter the number of cheques and total value of the Cheques in the value boxes in the Cheques section d Enter the banking number in the Banking Number text box e Click on the Recal
42. mark a trader absent from a stall for any given reason provided in a dropdown list this marks the stall pitch or unit as available for issue to non regular traders if required The screen is split into the following sections a A dropdown list containing the following selectable options for each stall pitch or unit that the trader is allocated too i No Change li Absent Authorised ii Absent Unauthorised Page 38 of 260 Bizaar cf know your market BIZAAR USER MANUAL iv Absent Sick v Holiday including pitch and date vi Absent A Save button that applies any changes made to the screen by saving them into the database Kirklees Council oe admin s Markets eg ee ee es ee ee ee ey you are here gt Saikury Saturday Markel Wark Trader Al 1 ett Mark Trader Absent Mark Trader Absent Select units for absence Pitch 64 No Change Fitch 40 No Change Pitch 1 Mo Change Save Figure 18 Mark trader absent screen Marking a trader absent 40 To mark a trader absent proceed as follows a Navigate to the Mark Trader Absent screen by clicking on The Markets tab li The link for the market from the My Open Markets section of the My Markets screen iii On an allocated link in the Attendance and Vacancies list of the Market Management screen iv On the Mark as Absent button on the Trader Statement screen Page 39 of 260 Bizaar rf BIZA
43. screen refer to Paragraph 85 for the selected trader Opens the Pitch Offer screen refer to Paragraph 91 if the trader has been made an offer of a new unit Trader Statement Screen 85 The Trader Statement screen refer to Figure 43 allows the user to view the trader s current account balance make a payment and transfer the user to the trader s detailed accounts g Trader Statement Trader BROWN DAVID Charges E 140 00 Debt E 0 00 Paid 140 00 Outstanding 0 00 Click here to Quick Pay Account my Figure 43 Traders statement screen 86 If the trader is not registered as having valid insurance when the Trader Statement screen is selected a warning message refer to Figure 44 will appear on the screen 0 Selecting J K will open the Trader Statement screen and allow the user to proceed Page 184 of 260 Bizaar Orf know your market BIZAAR USER MANUAL The trader has no insurance Please deal with accordingly Figure 44 Insurance warning screen 87 The Trader Statement screen has the following sections and action buttons a A balances section that shows the traders name and the following data A Charges line showing any charges due to be paid by the trader for this market A Debt line showing any debt the trader has brought forward to this market A Paid line showing any payment made during this market iv A Outstanding line showing the current balance for the
44. start date for the market in the Start Date box g Once all changes are completed click on the Save button to apply any changes made to the screen and save them into the database Market Unit Summary Screen 134 The Market Unit Summary screen refer to Figure 65 has the following action buttons and sections a A New Unit button to transfer the user to the Add Market Unit screen refer to Paragraph 135 that allows the user to add a single unit to the market b An Add Multiple Units button to transfer the user to the Add Market Unit multiple screen refer to Paragraph 137 that allows the user to add a multiple units to the market c An Active Market Units section containing a list of the existing units for the market Details for individual stalls can be viewed using the unit name link in the list to transfer the user to the existing Market Unit Detail screen for editing refer to Paragraph 139 d An Archived Market Units section containing a list of the units that have been archived Details for individual stalls can be viewed using the unit name link in the list to transfer the user to the existing Market Unit Detail screen for editing refer to Paragraph 139 Page 104 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invoicing Faces Change Pin Sign Out Dns Markel Sunny Kirklees Batley Open Friday
45. tab opens the Invoicing screen refer to Figure 46 that allows the user to manage invoicing for traders and markets The Invoicing screen has the following action buttons a Batch Invoice refer to Paragraph 109 b Create Invoice refer to Paragraph 112 c Create Ad Hoc Invoice refer to Paragraph 114 Page 77 of 260 Bizaar cf BIZAAR USER MANUAL Page 78 of 260 Bizaar cf BIZAAR USER MANUAL d Batch Invoice Printing refer to Paragraph 116 104 The Invoicing screen is initially blank and has a search facility to find specific invoices refer to Paragraph 105 On completion of a search a list of invoices will be shown at the bottom of the screen Each invoice in the list has the following options that can be carried out on them a Make a payment against the invoice refer to Paragraph 106 b Cancel the invoice refer to Paragraph 107 c View the Invoice refer to Paragraph 108 Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports Teen Settings Change Pin Sign Out you are here gt Statement for Joe Bloggs gt Market Unit Transfers Trader List gt ReponReeetes Invoicing Baich invoice Create Invoice Create Ad Hoc Invoice Batch Invoice Printing Search for Invoice Show Invoices created today Figure 46 Invoicing screen Searching for Invoices 105 Two types of search are available for invoices in the Invoicing screen as follows a To carry out a search
46. the Trader Management screen Deleting Market Unit s Assigned to a Trader 83 To delete a market unit currently assigned to a trader proceed as follow a Navigate to the Trader Market User Summary screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 Page 63 of 260 Bizaar Or know your market BIZAAR USER MANUAL iii The 2 s icon in the Trader s Markets section of the Trader Management screen E f icon for the unit to be deleted Click on the Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Market Recurring Charges Screen 84 The Market Recurring Charges screen refer to Figure 39 allows the user to view and mange any recurring charges set against the trader The Market Recurring Charges screen has two sections and a Back button The two sections are as follows An Add Recurring Charge section that allows the user to add a recurring charge to a trader refer to Paragraph 85 A Recurring Charges list that shows a list of charges already assigned to the trader and allows the charges to be assigned or deleted from the trader refer to Paragraph 85 and 86 Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Biretsies Reports invo cing Settings Change Pin Sign Out
47. the market manager for any specific checks required E g when checking a food stall the question might be is a valid food handling certificate displayed d An Archived tick box e A Save button to save the changes made on the screen to the database Page 119 of 260 Bizaar Or know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compiancy Checks Unit Transfer Traders Reports Inmvo cing Settings Change Pim sgm Uwt you are here invoicing gt System Management amp Settings gt Merchandise Categories Add Merchandise Categor Add Merchandise Category Category Detail Category Name Confirmation CJ Question Confirmation Question Archived O Save Figure 73 Add merchandise category screen Adding Editing Merchandise Categories 147 To add edit a merchandise category proceed as follows a b Navigate to the Add Merchandise Category screen or existing merchandise Category screen by clicking on i The Settings tab li The Manage Merchandise Categories link on the System Management amp Settings screen iii Then on the Merchandise Categories screen either 1 On the Create New Category button to open the Add Merchandise Category screen if a new merchandise category is to be added 2 On the category name link in the Active Categories list or Archived Categories list to open the existing category screen to update details for an existing merchandise category
48. the user to the System Configuration screen refer to Figure 76 This screen details user configurable options on the system which are initially set up by the Bizaar team on behalf of the Market Agency The screen has the following action buttons WARNING CHANGING ANY OF THESE SETTING MAY CAUSE THE APPLICATION TO STOP RESPONDING OR CAUSE IT TO BEHAVE INCORRECTLY a An Update Settings button that confirms any changes made to the settings and updates the database b A Restore Defaults button that returns the settings to the default settings input by the Bizaar team Page 124 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council you are here gt Reporting gt invoicing gt System Management amp Settings gt System Configuraton System Configuration Update Settings Restore Defaults Web address shown on invoice N File extension for photos ip9 Web service path for the PDA GRA MOB 750 Number of markets in the future that market reports are generated for 5 Web service timeout for the PDA 180 FTP server for the PDA to upload download from GRA MOB 750 FTP server port 21 FTP server timeout value 180 PDA lockout time 10 Months to default the compliancy search to 1 Backup web service path for the PDA GRA MOB 750 Name of the council customer Kirklees Council Company contact number 01476 583370 Company VAT number 0123456789 Width of the receipt 400 Honzontal dpi of the receipt
49. to Figure 45 select the criteria for the report on the Report screen Click on the Generate button The report will be generated and displayed on the screen Page 76 of 260 Bizaar Og know your market BIZAAR USER MANUAL Kirklees Council Jime admin s Markets Compliancy Checks Umit Transier Traders Reports Invoicing Settings Change Pin Sign Out you are here gt Statement for Joe Boggs Markei Unii Transters Trader List Reporting gt Market Takings Report Market Takings Report Select markets to include Li Kirklees Batley Open Friday Market O Kirklees Birstall Open Thursday Market O Kirklees Cleckheaton Sat Farmers Market Oi Kirklees Holmfirth Sun Farmers Market O Kirklees Heckmondwike Sat Market O Kirklees Holmfirth Thursday Market O Kirklees Heckmondwike Tue Market O Kirklees Holmfirth Sat Market O Kirklees Holmfirth Craft BH Mon Market O Kirklees Dewsbury 2nd Hand fr Market O Kirklees Dewsbury Wed R1 Market OC Kirklees huddersfield open sat R2 Market Oi Kirklees Dewsbury R2 Wed Market O Kirklees Dewsbury R2 Sat Market O Kirklees Dewsbury Sat R1 Market LI Kirklees Huddersfield Mon R1 Market O Kirklees Huddersfield 2nd hand Tues Market O Kirklees Huddersfield Thurs Ri Market Ci Kirklees Huddersfield Sat R1 Market O Kirklees thursday Market O Salibury tuesday Market O Salibury Saturday Market Start Date End Date Generale Figure 45 Reporting criteria screen INVOICING TAB 103 The Invoicing
50. to cancel the offer and return the user to the Collections list screen d A button that commits all changes to the database and opens the Signature screen refer to Paragraph 36 cH Pitch Offer An offer for a Pitch has become active for the current trader Please select their response Pitch Stall 02 Requested 06 04 09 13 46 29 Trader BROWN DAVID Action Acce pt ka Figure 51 Pitch offer screen Navigating to the Trader Statement Screen 92 To navigate to the Trader Statement screen proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Perform market rounds b Click on the Collections and utility readings button to open the Perform market rounds screen y Collections C Click on the Collect money from your traders button to open the Collections List screen d Ifthe float question message appears either i Click on d E to open the Cash Counter screen and input a float value refer to Paragraph 80 Page 191 of 260 Bizaar cf know your market BIZAAR USER MANUAL li Click on ve N to proceed to the Collections List screen e If required select an entry on the Filter dropdown list to filter the list of traders to show only traders with an outstanding balance f Click on the unit for which the payment is to be made g Click on the button to open the Trader Statement screen Note If the trader has been made the offer of a new
51. to the screen save them into the database and transfer to the system to the Trader Management screen Holiday Screen 95 The Holiday screen refer to Figure 42 allows the user to view and manage trader holiday permits The Holidays screen has three sections and a Back button The three sections are as follows a An Add Holiday Credit section that allows the user to add holiday credit for a traders pitch refer to Paragraph 96 Page 72 of 260 Bizaar cf know your market BIZAAR USER MANUAL b An Available Holidays section that allows the user to view and delete holidays currently available for a trader against their pitches refer to Paragraph 97 c A Used Holidays list that lists holidays that have been used Kirklees Council Home admin s Markets Complancy Checks Unit Transfer Bitches Reports invoicing Settings Change Pin Sign Gut you are here gt Statement for Joe Boggs gt Market Unit Transfers Trader List Joe Bloggs gt Salibury Saturday Market Holidays Salibury Saturday Market Holidays Add Holiday Credit Add Holiday For Pitch 2 Valid From 15 09 2011 MA aad Available Holidays Pitch 84 Issued 07 09 2011 00 00 00 Expires OF 0 amp 2012 00 00 00 Pitch 84 i issued 07 09 2011 00 00 00 EF Expires 07 09 2012 00 00 00 Pitch 40 Issued 07 09 2011 00 00 00 E Expires 07 09 2012 00 00 00 Pitch 40 Issued 07 09 2011 00 00 00 Expires 07 09 2012 00 00 00 Used Holidays Back Fi
52. user to enter a float Selecting a No ill open the Collections List screen without creating a float Page 182 of 260 Bizaar Orf know your market BIZAAR USER MANUAL The cash counter s current cash is set to zero Would you like to add a float value Figure 42 Float warning screen 84 The Collections List screen and has the following features a A list of traders with a round colour coded disc to indicate current status of their accounts The individual accounts can be selected for further action and are highlighted blue when selected The current status of the accounts are indicated as follows I A green disc Pri to indicate the trader is paid up to date li A red disc to indicate that the trader is currently in arrears iii A yellow disc Ps to indicate that the trader charges are not yet configured A dropdown Filter list with the following selections lt No Filter gt that shows all traders in the list of traders li Arrears Debt that shows only those items colour coded red in the list of traders ili Not charged that shows only those items colour coded yellow in the list of traders iv Paid In Credit that shows only those items colour coded green in the list of traders A button that returns the user to the Perform market rounds screen Page 183 of 260 Bizaar cf know your market BIZAAR USER MANUAL d A button that either i Opens the Trader Statement
53. when the delete icon is clicked on Update Trader Market Status Screen 7 7 The Update Trader Market Status screen refer to Figure 36 allows the user to set edit monitor and save the traders status for the selected market Page 59 of 260 BIZAAR USER MANUAL Kirklees Council Home admins Markets Complancy Checks Unit Transfer Bico deg Reports invo cing Settings Bizaar cf know your market Change Pin Sign Cut Update Trader Market Status Trader Status Regular ly Total Attendance 1 Total Missed Consecutive 1 Attendance Consecutive 0 Missed Save Biogas Market Unit Transfers gt Trader List Joe Bloggs Update Trader Market Status Figure 36 Update trader s market status screen Updating a Traders Status 78 To update the status for the trader proceed as follows a Navigate to the Update Trader Market Status screen by clicking on The Traders tab The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 The Update Trader Status link in the Trader s Markets section of the Trader Management screen b Select one of the following from the Trader Status dropdown list Regular Casual c Click the Save button Page 60 of 260 Bizaar Or know your market BIZAAR USER MANUAL Invoices Screen 79 The Invoices screen refer to Figure 37 allows the user to view and select an invoice for printing for a tr
54. 194 Making an Additional Charge Enty cccccccccceeeeceseeseeeeseeeeseeeeseeeeseeseseeeeseeeeneeees 194 Making a Trader FING OMOT notrcctacdccctagceasetacategsdaacesdetaystaacdeadtodeagstagedancsdeacicaceadenayateds 195 Manage Market Info Screen cccccccccceecccceeceseescesaeeeeseeeeeceueeeseeeesesesseeeessaeeesaeeeesaaes 195 RECN eaer TEE aaa E E E 196 Recording the Weather for a Market ccccccseccneeeceeeeeeeeneeeseeeseueeseeeseeeseueeneeenaess 197 Comments Management Screen cccccccsecccceeceeseeceeeeeeeeeeeeeeseeeesseeeesaaeeesseeeesaeeeesanes 198 lectleoe 199 Photo Viewer SCIECN ccccccceecccceececeeeceeseeeecaeeeesaueeeseueeeseuceeseueesseueessueeesseeesseeeesaeeeeas 203 7AXo 0 gle ere COMME Geeeeeene ne oe ne ene eens E een een ee ern ne ec 203 To View Previously Taken Photographs ccccccseeeceeeeeeeeseeeeeeeeaeeeseeesaueeneeeseeeeaes 205 Comment Search Screen cccseccccsscccceeeecceeeeeceeeeeceeceseeeeeeseeeesseeesseeeesseseessaeeeseeeeesaass 206 Viewing an Existing COMMENT cccccsesceceeseeceeeeeceeeeesecesseeeessaeeeesaeeessaueessaeeesaaes 209 Manage Market Traders Screen cccccccccseeccceeeceeeeececeeeeseeeeeseeeesseeesseeeesseeesaeeesaees 210 Mange Traders Screen c ccccccceecccceeceeceeceseeeceeseeeeseeeceseeeeeseeeeeseueesseeeessueeessaeeeeaeeeesaees 211 NEM Tal Bigs le 1 geile 9 eee een ene knee ee ene ene 212 Adang a
55. 6 of 260 Bizaar Orf know your market BIZAAR USER MANUAL a An E Mail text box with associated O buttons that opens the Keyboard Entry screen refer to Paragraph 24 to enter the trader s E Mail address b Two telephone number text boxes with associated buttons that open the Keyboard Entry screen refer to Paragraph 24 to enter two telephone numbers c AVAT number text box with associated button that opens the Keyboard Entry screen refer to Paragraph 24 to enter the traders VAT number d A Date Modified and Date Created line showing when the new trader was first entered on the system and when it was last modified 2 New Trader E Mail bates ntll com Tel s 01223 569712 07735647885 123456765434 VAT Date Modified 02 10 06 03 06 26 Date Created 02 10 06 03 06 26 Figure 74 New trader contact details and VAT number screen 120 The final New Trader screen refer to Figure 75 is for the capture of the trader s F m Take new photo Take a naw photo of the trader button to open the Photo Instructions screen refer to Paragraph 32 to allow a photograph of the trader to be photograph The screen has a taken Page 217 of 260 Bizaar Orf know your market BIZAAR USER MANUAL New Trader O Take new photo Take a new photo of the trader Figure 75 New trader photograph creation screen Adding a New Trader 121 To add a new trader proceed as follows
56. 63 sell 41 67 85 Settings 15 85 86 252 Setup 130 Sick 38 Sign out 15 Sign Out 125 signature box 149 signatures 149 Standing order 34 Statement 21 30 182 Status 16 59 211 Status 20 42 59 66 summary 23 30 51 53 55 86 87 91 94 111 Summary 50 52 86 115 Support 1 253 255 synchronisation 150 162 threshold 177 tick 28 46 89 93 105 110 113 119 122 156 166 Trader 21 28 30 31 34 45 46 47 48 49 50 52 57 59 85 142 143 185 193 211 217 Page 258 of 260 Bizaar Opr know your market BIZAAR USER MANUAL 218 219 220 221 223 225 228 229 232 234 235 236 240 243 Traders 14 44 150 182 Training 161 transfer 14 20 42 44 156 Unit 14 42 43 Unit transfers 14 update 50 59 161 245 250 251 Update 30 35 49 50 59 250 User 1 12 86 87 88 150 User Name 12 users 15 16 86 vacancy 169 vacant 21 28 29 Valid 54 Valid from date 54 Valid to date 54 Vehicles 50 view 25 41 45 50 52 54 137 204 View 40 49 54 Vouchers 69 70 71 231 warning 58 114 125 129 151 177 Warning 25 56 129 WARNING 114 122 245 248 252 weather 164 195 196 Weather 196 Wizard 130 ZEBRA 9 255 Page 259 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Page 260 of 260
57. 74 176 196 210 231 233 237 Market comments 25 26 Market management 9 164 Markets 16 57 85 87 97 Meat and poultry 67 Merchandise 85 115 116 118 119 120 121 Missed 60 MY MARKETS 16 MZ220 255 Name 14 119 131 new 7 40 55 92 93 96 101 119 131 147 195 196 211 217 218 222 New 45 96 101 131 213 214 215 216 217 242 244 Note 25 56 58 60 74 241 244 NOTE 9 89 90 93 105 110 113 119 122 125 127 131 147 151 152 153 156 157 160 211 218 222 237 253 255 overview 7 16 20 30 34 45 137 228 partnership 128 130 Password 13 payment 34 35 177 187 Payment 35 payments 20 30 34 35 150 PC 9 11 12 60 68 125 128 129 131 150 151 157 160 PDA 9 25 60 114 127 128 129 131 133 147 150 160 163 211 220 228 231 244 245 248 Permissions 87 personal 214 photographs 25 55 147 153 156 204 Pitch 28 166 171 172 173 190 pitches 57 150 164 165 166 167 170 Policy Number 54 preset 28 31 177 Print 30 39 printer 9 39 245 252 PRINTER 245 252 255 query 25 56 receipt 30 39 Receipt 114 receipts 9 Recurring 63 64 65 registered 42 45 47 52 54 62 64 70 85 90 99 101 115 119 166 Registry 131 Regular 59 rent 31 231 Reports 15 74 75 76 requests 42 43 44 reset 244 248 retrieve 162 Save 28 38 Searching 47 Selection 1
58. A camera Note The operation and function of the PDA camera and its software application is detailed in the PDA user manual refer to Chapter 4 Page 148 of 260 Bizaar Orf know your market BIZAAR USER MANUAL d When the Camera acceptance screen opens either Accept Photo i Click on the Cik hers to save the photo Dutton to save the photograph and return to the Comment photographic screen II Click on the Try again ip button to return to PDA camera to retake the ohotograph e If required Click on the I button at any time to cancel the current action and return to the previous screen Signature Screen 36 The Signature screen refer to Figure 18 allows a signature to be recorded against a transaction The Signature screen may show what the signature is being used to authorise and is completed as the final step of certain transactions The signature screen has the following features and action buttons L Signature 8 Signature _ Signed on behalf of trader You wish to use a holiday voucher to book a holiday Y Clear signature Clears the current signature Figure 18 Signature screen a A Signed on behalf of trader tick box that is used to show that the signature recorded is not the traders own signature b A box into which the signature Is input using the stylus Page 149 of 260 Bizaar Opr know your market BIZAAR USER MANUAL ee ee Clear signature c A Clears the curren
59. AAR USER MANUAL select a market refer to Paragraph 57 to open the Market Management screen Manage market Pitches g Vacancy checks and assignments Click on the screen button to open the Manage market Pitches Vacancy Check C iC k on th e Manage your market attendance button to open the Vacancy Check main screen Record Vacancy Reasons C ick on th e Record reasons for trader absence button to open the Vacancy Check secondary screen Click on the and Gong buttons to navigate to the page showing the unit for which a trader s reason for absence is to be recorded select the reason for the trader s absence from the dropdown list Click on the A button to accept the changes Perform Vacancy Check Click on the Set regular tracer attendance Dutton to return to the Vacancy Check main screen Click on the W button to accept the changes and return to the Manage market Pitches screen Pitch Selection Screen 69 70 The Pitch Selection screen refer to Figure 36 is made up of a series of pages and allows the user to check which units are assigned and to allocate a trader to or remove a trader from a unit The upper part of the screen shows the allocated status of the units at the market and has the following indicator selection buttons v A sao indicator selector button that indicates that the unit has not been allocated to a trader and allowing it to be selected for alloc
60. AR USER MANUAL Comment gt View Photo k View the selected photo lake new photo is Add a photo to this comment Back to comment Return to the comment details Figure 59 Comment photograph screen L View Photo b A 5S Yewthesekected photo button that opens the Photo Viewer screen refer to Paragraph 105 for a selected photograph Note If no photograph has been selected a Warning message refer to Figure OK 60 appears on the screen select J to accept the message and return to the Comment photograph screen You must select a photo in order to view it Figure 60 Selection warning message n F e Take new photo C Addaphototothiscomment Dutton that opens the Camera instruction screen refer to Paragraph 32 Back to comment d A Retum to the comment details button that returns the user to the Comment screen e A and Comment screen ne A buttons have the same function as for the main Page 202 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Photo Viewer Screen 105 The Photo Viewer screen refer to Figure 61 shows the selected photograph and when Back it was created and has a button to return the user to the Comment photograph screen Photo Viewer Figure 61 Photograph Viewer Adding a Comment 106 To add a comment proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Manage market in
61. AR USER MANUAL b Select the reason for the traders absence from the dropdown list for each of the pitches that they are absent from C Click on the Save button to save the data to the database Print receipt screen 41 The Print Receipt screen permits the user to print a receipt via any connected printer for the current market trader A print preview is provided of the receipt refer to Figure 19 Kirklees Council 01476 583370 VAT No 0123456789 rader Name Joe Bloggs daily rate 23 50 daily rate 23 50 Total Charged 47 00 Total Paid 0 00 Balance 47 00 Thank you for trading with us today Figure 19 Print receipt preview screen Printing a Receipt for a Trader 42 To printa receipt for a trader proceed as follows a Navigate to the Print Receipt screen by clicking on i The Markets tab li The link for the market from the My Open Markets section of the My Markets screen ili On an allocated link in the Attendance and Vacancies list of the Market Management screen Page 40 of 260 Bizaar cf know your market BIZAAR USER MANUAL iv On the Print Receipt button on the Trader Statement screen b Preview the receipt that appears on the screen and follow the on screen instructions for printing the receipt COMPLIANCY CHECKS TAB 43 The Compliancy Checks tab opens the Compliancy Checks screen refer to Figure 20 that details the traders on the selected market and perm
62. Add new trader A Add a new casual trader to 8zaar Dutton that opens the New Trader screen refer to Paragraph 114 where new traders can be added pa Manage existing traders A Edit traders record vehides etc button that opens the Trader Search screen refer to Paragraph 28 to allow a search for a trader which then open the Trader Menu screen refer to Paragraph 122 Trader holidays A Manage traders hoidays button that opens the Trader Search screen refer to Paragraph 28 to allow a search for a trader which then open the Trader Holidays screen refer to Paragraph 137 A button that returns the user to the Manage market traders screen Bizaar rf at Cr rie kee L Manage traders Add new trader Add a new casual trader to Bazaar 9 Manage existing traders Edit traders record vehicles etc Trader holidays Manage trader s holidays Figure 67 Manage traders screen Page 211 of 260 Bizaar cf know your market BIZAAR USER MANUAL New Trader Screens 114 The New Trader screens allow the market manager to input a new traders details at the market which will be transferred to the PC Market Management System when the PDA and PC are next synchronised The new traders detailed are entered using five screens some of the information is compulsory and the system will not allow the user to proceed to the next screen if this information is not input Where a piece of compulsory data is missing an
63. Bizaar cf know your market Bizaar User Manual TMS Support Solutions Limited Alpha Court Business Park Swingbridge Road Grantham Lincolnshire NG31 7XT Bizaar cf know your market BIZAAR USER MANUAL Revision State Edition 1 Initial Issue Apr 2009 Edition 2 Complete Update Oct 2011 Edition 3 Changes to Pitch Assigning and Pitch Selection data Mar 2013 screens on the PDA and addition of merchandise report NOTE Some of the features described in this Manual relate to the latest software version for Bizaar and will not be applicable to all users Page 2 of 260 Bizaar cf know your market BIZAAR USER MANUAL Table of Contents BIZAAR OVER VIEW ae tetas acea tence E 8 BIZAAR MIS FP EIGN cierren EEEE EES 12 INTRODUCTION aee pan eE E E E reeves ne rene nse Cont o mete 12 LOG IN SCREEN FOR THE MIS APPLICATION ccccceccceceeeeeeseeeeeeseeeeeesseeeeessaeeeess 13 Logging onto the Bizaar System ccccecccceecccceeeeeseeeeeeeeeeeseeeesaeeeesseseesseeeeseeeesaeeeesas 13 COMMON SCREEN FEATUREG cccccccccccecceeeceeeeeeeeeeeeeeeeseeeseeseeeseesseeeeesseeeessaeeeenegs 15 FOME TA atc eee cree eer eres eee EAE AEEA E EAE E E AE EE ten eee EEA EER 17 MARKET TAB cee cece ee csc nc eee ecient eee eee 17 Viewing My Open Market and My Upcoming Market Details cceeeceeeeeeeeeeeees 19 Viewing Closed and Cancelled Markets Details ccccccsseeceeeeeeeeeee
64. Bizaar team Page 116 of 260 you are here invoicing gt Syotem pant amp Setting Kirklees Batley Open Friday Market Settings Bizaar Or know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliency Checks Unit Transfer Traders Reports Invoicing Ftaobte Change Pin Sign Out Changing these setting can cause this application to behave incorrectly Update Settings Restore Defaults CASH_COUNTER_THRESHOLD 1000 00 RECEIPT FOOTER _1 Thank you for trading RECEIPT FOOTER_2 with us today RECEIPT _FOOTER_3 INSURANCE GRACE PERIOD 7 INSURANCE_WARNING_PERIOD 7 INSURANCE_ENABLED Y Figure 71 Market configuration screen Manage Merchandise Categories Link 145 The Manage Merchandise Categories link takes the user to the Merchandise Categories screen refer to Figure 72 This screen details all merchandise categories registered on the system The screen also permits the user to add or edit merchandise categories and has the following sections and action buttons a A Create New Category section with a Create New Category button to transfer the user to the Add Merchandise Category screen refer to Paragraph 146 An Active Categories section with a list of active categories The name of the category acts as a link to transfer the user to the existing merchandise category screen refer to Paragraph 146 for editing An Archived Categories section with a list of archived categories
65. Comments Add new comment Record a new comment Find and view existing comments Figure 54 Comments management screen Page 198 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Comment Screen 102 The Comment screen has two states a The main Comment screen refer to Paragraph 103 b The photograph management Comment screen refer to Paragraph 104 103 The main Comment screen refer to Figure 55 has the following features and action buttons a A Trader line witha button that transfer the user to the Trader Search screen refer to Paragraph 28 to select a trader against which the comment is to be made lf the comment is a general comment a trader should not be selected and the line left to read N A b A Type dropdown list to record the type of list from a choice of i Complaint Goods Query ii Note Warning c A Date Time line that will show the date and time at which the comment is recorded once complete d Acomments block with a button to transfer the user to the Keyboard Entry screen refer to Paragraph 24 to enter the text for the comment We Manage Photos A Manage photos ferthecoement button that opens the Comment photograph management screen refer to Paragraph 104 Page 199 of 260 Bizaar Orf know your market BIZAAR USER MANUAL ii a 3 Manage Photos Manage photos for this comment Figure 55 Main comment screen A button that
66. February March MTWTFSS April ana May 5 EA 7 9 10 11 June 12 13 16 1 18 23 24 25 30 31 8 15 22 29 14 July 19 20 21 8 26 27 September October November Today 06 10 11 Today 06 10 11 December Date selection Month selection Year selection Figure 13 Calendar facility a Select the KI buttons to scroll through one month at a time Page 142 of 260 Bizaar Orf know your market BIZAAR USER MANUAL b Click on the month and select the required month from the dropdown list to select a specific month c Click on the year and select the buttons to scroll through the years to select a specific year Selecting a Date from the Dropdown Calendar 2 To selecta date from the dropdown calendar proceed as follows a If required navigate to a required month and year by either i Clicking on the L4 or LP button to scroll backwards or forwards through the months one at atime li Clicking on the month at the top of the calendar and selecting the required month from the dropdown list then clicking on the year followed by the buttons to scroll backwards or forwards through the years b Click on the date required on the calendar to select the date and return to the previous screen c Alternatively if today s date is required click on Today to select today s date and return to the previous screen Trader Search Screen 28 The Trader Search screen has two
67. Figure 22 allows the user to initiate the transfer of data between the PC Management System and the PDA The PDA Transfer screen consists of a A location indicator that will show the last location that was used on the PDA b A Synchronise Photos tick box that allows the user to set if photographs are to be transferred or not A tick in the box will allow the transfer of photographs Note Large numbers of stored photographs can severely impact the time it takes to transfer data c A Training Mode tick box that is currently inoperative d A sa button that starts the data transfer and opens the Data Transfer progress screen refer to Paragraph 44 e A button that cancels the data transfer and returns the user to the Bizaar main menu screen Page 154 of 260 BIZAAR USER MANUAL A Data Transfer Configure the transfer Kirklees M Synchronise Photo Figure 22 Data transfer screen Data Transfer Progress Screen Bizaar Orf know your market 44 The Data Transfer progress screen refer to Figure 23 graphically represents the transfer of data between the PDA and PC Management System The screen is divided into three sections listing the transfer actions each with progress bar beneath it 6 Data Transfer checking network connectivity Uploading mobile database Updating central database Generating new database Downloading new databas Ley loading database Uploading new photos
68. Market New Recurring Market New Involced Ad Hoc Market Active Markets Kirklees Batley Open Friday Market Market Units Market Charges Market Settings Kirklees Birstall Open Thursday Market Market Units Market Charges Market Settings Kirklees Cleckheaton Sat Farmers Market Market Units Market Charges Market Settings Kirklees Holmfirth Sun Farmers Market Market Units Market Charges Market Settings Kirklees Heckmondwike Sat Market Market Units Market Charges Market Settings Kirklees Holmfirth Thursday Market Market Units Market Charges Market Settings Kirklees Heckmondwike Tue Market Markel Units Markel Charges Market Settings Kirklees Holmfirth Sat Market Market Units Market Charges Market Settings Kirklees Holmfirth Craft BH Mon Market Market Units Markel Charges Market Settings Kirklees Dewsbury 2nd Hand fr Market Market Units Market Charges Market Settings Figure 62 Market summary screen New Recurring Market and Existing Recurring Market Screens 130 The New Recurring Market screen refer to Figure 63 and existing recurring Market screen has Note The New Recurring Market and existing recurring Market screens are similar and are updated in the same way with certain restrictions being applied to editing of the existing recurring Market screen The Add New Recurring Market screen is shown at Figure 63 a A Location dropdown list to select the location for the market b A Descrip
69. Market Unit Summary rket Unit Summary you are here gt invcing System Manager T Kirklees Batley Open Friday Ma New Unit Add Multiple Units Active Market Units Stall 1 Stall 2 Stall 3 Stall 4 Stall 5 Archived Market Units There are currently no archived market units Figure 65 Market unit summary screen Add Market Unit Single Screen 135 The Add Market Unit single screen refer to Figure 66 has a A Unit Number box for entry of the units number b A Unit Description dropdown list to select the type of unit from a choice of the following Pitch li Stall iii Barrow iv Unit c Unit Width and Unit Depth boxes to input the dimensions of the market unit No specific unit of measure is associated or displayed with the dimensions this allows Page 105 of 260 Bizaar cf BIZAAR USER MANUAL the authority to use a unit of measure of their choice The dimensions inputs are limited to one decimal place d A Unit Address for entry of the unit s address e An Archived tick box to allow the entry to be archived so it is not shown on the active system f A Save button to save the changes made on the screen to the database TMS Support Solutions Ltd Home admin s Markets Compliancy UnitTransfer Traders Reports Invoicing Messages Settings Change Pin Sign Out you are here gt System Management amp Settings gt Market Summary gt Midington Indoor Market Unit Summary Add Market
70. OF NIV ONC Socrates este e E E 79 Making a Payment Against an INVOICE cccecccececeeeeeeeeneeeceeeeeeeeneeeseueseueeseeeseeeseeeens 80 Cancelling AN INVOICE ccceecccceecccceeeeeceeeeeceeeeeceeeeeseeeesseeeessecessesessaeeessaeeesseeeeseeeensas 81 Viewing an INVOICE eeemereerr mer eincne ese err tense rene nen ny ana mene eee reer 81 Batch Invoice Button cece ccccceeccececeeeeeeeeeeceeeseeeseeeseeeeueceeeseeesaeeseeeseessuesaeeseeeseeeseesaess 82 Creating a Batch of Invoices and Viewing a Specific Invoice from the Batch 82 Create Invoice BUON eee nn ee Cn en nen 83 Creating an Invoice for a Specific Trader at a Specific Market c csecesseeeeeeeeees 84 Hede ATHOS WOCO BUIO ee 84 Page 4 of 260 Bizaar cf know your market BIZAAR USER MANUAL cerno an AGC OG MV OI CS canana E 85 Batch Invoice Printing BUttOn ccccccceccceeeeeeeeseeseeeceeeeseeeseueeseeeseesaueeseeeseeeseueeaeeenaees 86 Printing a batch Of INVOICES cccccceecccseeeceeeeeseeeeseeeeaeeesseeesseeeseeeeaaeeeseeesseeesseeeeneeeeas 86 1st fl Cro TAB ee en eee 87 Manage Users LINK cccccccsecccssceceececeececeuceceuceceucecsusecsusecsusecsaeecsusessusessusessusesueessees 88 Uoer B 2 GO 9 Renee eee ene ene eee ee cee cee eee eee eee ee eee ee eee 89 Adaro EGU GA ISCR eer E E 91 Manage Charge Codes Link ccccccccceececceseeeeeeeeseeeeeceeeeeseueeeseusesseecessseesseeesseeeesaaeee
71. Page 66 of 260 BIZAAR USER MANUAL Kirklees Council Bizaar cf know your market Home admin s Markets Gomplemcy Checks Unit Tranefer Micce Reports immo Settings Change Pim Sgm Laut you are here gt Statement for Joe Bloggs gt Marked Unit Transfers gt Trader List gt Joe Bloggs gt Salibury Saturday Market Licenc Salibury Saturday Market Licence Record New Compliancy Check Status Pass Note Record Check Last Check 15 09 2011 Last Check Details Pass Add Licence item Childrens Goods Hl w Licence Summary chips Dolls Back Figure 40 Licence screen Recording a New Compliancy Check za 88 To record a new compliancy check for the trader proceed as follows a Navigate to the Market Licence screen by clicking on The Traders tab ii The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 aA iii The ss icon in the Trader s Markets section of the Trader Management screen b In the Record New Compliancy Check Section i Select either Pass or Fail from the Status dropdown list li Add any notes relevant to the compliancy check in the notes text box Page 67 of 260 Bizaar cf know your market BIZAAR USER MANUAL Click on the Record Check button to add the check to the system c Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to t
72. R MANUAL Searching for Traders 59 To search for a trader on the Trader List screen proceed as follows a Enter the first one or two characters from the traders name into the Search Trader Names box b Click on the Search button This will show all trader records registered on the system that match the search criteria Page 48 of 260 Bizaar cf know your market BIZAAR USER MANUAL Adding Editing a Traders Details 60 To add or edit a traders details proceed as follows a Navigate to the Add Trader screen by clicking on i The Traders tab il Then either on the Add New Trader button or a link for a trader from the list on the Trader List screen b Fill in as many details in the text boxes as possible using the dropdown lists to complete Gender Title Ethnicity and Country information c If required on the Archived tick box place a tick in the box and transfer the data to the archive d Click on the Save button Trader Management Screen 61 The Trader Management screen refer to Figure 27 has three sections as follows a Personal Details refer to Paragraph 62 b Traders Markets refer to Paragraph 74 c Add Trader to Market refer to Paragraph 98 Page 49 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council ome admin s Markets Compliancy Checks Unit Transfer Micce Reports invoicing Settings Change Pim Sign Out Joe Blass Personal Details Name
73. R USER MANUAL Kirklees Council Settings Me he ee a T Home admin s Markets Compltency Checks Unit Transfer Traders Reports invo cing you are here HimaHcing Syste Hangar New Invoiced Ad Hoc Market Market Detail Location Kirklees w Description Available O Attendance Voucher Vouchers Start Date save Figure 64 New invoiced ad hoc market screen Adding Editing a New Invoiced Ad Hoc Market 133 To add a new invoiced or ad hoc market proceed as follows a C Ensure the required market location is registered on the system refer to Paragraph 128 Navigate to the New Invoiced Ad Hoc Market or Existing Invoiced Ad Hoc Market screen by clicking on i The Settings tab li The Manage Markets link on the System Management amp Settings screen iii Then on the Market Summary screen either 1 On the New Invoiced Ad Hoc Market button to open the New Invoiced Ad Hoc Market screen if a new recurring market is to be added 2 On the market name link in the Active Markets list to open the Existing Invoiced Ad Hoc Market screen to update details for an existing market select the location for the market from the Location dropdown list Page 103 of 260 Bizaar cf know your market BIZAAR USER MANUAL d Enter a description for the market in the Description box e Click on the Available Voucher tick box if a voucher scheme is to be used for the market f Enter a
74. Sunny Rain Overcast Snow Salibury Saturday Market 17 September 2011 Status a Overcast Figure 8 Status selection Just below the status section are three action buttons The Action buttons have the following functions A Reconcile Takings button that opens the Reconcile Takings screen refer to Paragraph 20 A Market Comments button that opens the Market Comments screen refer to Paragraph 23 An Absent Traders button that opens the Absent Traders screen refer to Paragraph 27 The Attendance and Vacancies section is located in the lower half of the Market Management screen This section provides an overview of each stall pitch or unit availability including the current occupier and any charges and payments made by the occupier The list can be set to show All stalls Allocated stalls or Unallocated Stalls by clicking on the appropriate radio button Selecting any stall pitch or unit in this section will transfer the user to one of the following Clicking on an unallocated pitch opens the Allocate Vacant Unit screen refer to Paragraph 28 Page 21 of 260 Bizaar Or know your market BIZAAR USER MANUAL li Clicking on an allocated pitch opens the Trader Statement screen refer to Paragraph 30 The Close Market section has two buttons as follows i The Close Market button that opens the Close Market screen refer to Figure 9 The Close Market Screen lists the actions that will be performe
75. Syste ee ee New Merchandise Item Item Detail tem Description Archived LJ Categories O Childrens Goods Ofood O Toys Save Figure 75 Add merchandise item screen Adding Editing Merchandise Items 150 To add edit a merchandise category proceed as follows a Navigate to the New Merchandise ltem screen or existing merchandise ltem screen by clicking on I The Settings tab li The Manage Merchandise Items link on the System Management amp Settings screen ii Then on the Merchandise Items screen either 1 On the Create New Merchandise Item button to open the New Merchandise Item screen if anew merchandise item is to be added 2 On the item name link in the Active Merchandise Items list or Archived Merchandise Items list to open the existing item screen to update details for an existing merchandise item b Input edit the item description in the Item Description text box c Click on the Archived tick box so a tick appears if the entry is to be archived Page 123 of 260 Bizaar cf know your market BIZAAR USER MANUAL Note Only tick the archived button if you wish to retain this record but not have it active on the system d Tick the merchandise category or categories to which the item belongs in the Categories section e Click on the Save button to apply any changes made to the screen and save them into the database Manage Custom Options Link 151 The Manage Custom Options link takes
76. Trader Name screen which is identical to the Add Trader screen refer to Paragraph 56 Manage Trader Vehicles Button and Vehicle Summary Screen 64 The Manage Trader Vehicles button takes the user to the Vehicle Summary screen refer to Figure 29 This screen permits the user to a Transfer the user to the Add Vehicle screen refer to Paragraph 65 using the Add Vehicle button If the trader has no associated vehicles the Manage Trader Vehicles button will transfer the user straight to the Add Vehicle screen View a list of vehicles registered to the trader and open the Update Vehicle screen using the links to allow the vehicle details to be updated or deleted The Update Vehicle screen is similar to the Add Vehicle screen and is not shown Return to the Trader Management screen using the Back Button not shown Kirklees Council Home sdmin s Markets Comphancy Checks Unit Transfer Traders Reports invescing Settings Change Pin Son Out You are here gt Trader Search gt Benny Agbayani gt Vi Vehicle Summary Add Vehicle Traders Known Vehicles EA53 WUC Red Ford Focus Page 51 of 260 Bizaar Or know your market _ BIZAAR USER MANUAL Figure 29 Vehicle summary screen Add Vehicle Screen 65 The Add Vehicle screen refer to Figure 30 allows the user to add a trader vehicle onto the database and consists of two text boxes and a Save button Kirklees Council Home admin s Markets Gompieen
77. Unit Add Market Unit Market Unit Detail Unit Number o O Unit Description Unit Width Unit Depth L O tC Archived d Save Figure 66 Add market unit single screen Adding a Single Unit to a Market 136 To add a single unit to a market proceed as follows a Navigate to the Add Market Unit single screen by clicking on i The Settings tab li The Manage Markets link on the System Management amp Settings screen iii The Market Units button for the market to which the unit is to be added from the Active Markets list on the Market Summary screen iv The New Unit button on the Market Unit Summary screen Page 106 of 260 Bizaar cf know your market BIZAAR USER MANUAL b Enter the number for the unit in the Unit Number box c Select the type of unit from the Unit Description dropdown list d Enter the dimensions of the unit into the Unit Width and Unit Depth boxes e Enter the address into the Unit Address box f Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick the archived button if you wish to retain this record but not have it active on the system g Click on the Save button to apply any changes made to the screen and save them into the database Add Market Unit Multiple Screen 137 The Add Market Unit multiple screen refer to Figure 67 has a A Market Unit Detail section containing I A Starting Number box for entry of t
78. Unit Depth Archived dl Save Add Charge for this unit Add Charge Add Charges for this unit Rent JS 8 Figure 68 Market unit detail screen Editing deleting Existing Units Allocated to a Market 140 To edit delete existing units allocated to a market proceed as follows a Navigate to the Market Unit Detail screen by clicking on i The Settings tab li The Manage Markets link on the System Management amp Settings screen ll The Market Units button for the market on which the unit Is to be edited deleted from the Active Markets list on the Market Summary screen iv The Unit link from the Active Market Units list on the Market Unit Summary screen b If required in the Market Unit Detail section Edit the number in the Unit Number box Page 111 of 260 Bizaar cf know your market BIZAAR USER MANUAL li Select the type of unit from the Unit Description dropdown list ili Edit the dimensions of the unit in the Unit Width and Unit Depth boxes iv Edit the address of the unit in the Unit Address box v Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick the archived button if you wish to retain this record but not have it active on the system c If required in the Add Charge for these units section i Select a charge from the Add Charge dropdown list li Click on the Add button to add the charge to the Charges for this unit list iii Add further
79. a Select a market refer to Paragraph 57 to open the Market Management screen Manage market traders b Click on the Trader info and compliancycnecss button to open the Manage market traders screen Manage traders c Click on the Ado Edi traders use holidays c button to open the Manage traders screen Add new trader d Click on the Add a new casual trader to 8zaar Dutton to open the first New Trader screen e On the first New Trader screen I Click on the button to open the Keyboard Entry screen and enter the traders National Insurance number in the NI box refer to Paragraph 25 Note National Insurance NI Numbers are only visible during the initial setup of the new trader The NI number shows encrypted in the field after the trader has been added to the system Page 218 of 260 Bizaar Oct know your market BIZAAR USER MANUAL ii Click on the y button to open the second New Trader screen Note If the y button is clicked without entering a NI number a NI i OK Warning message will appear click on d to accept the message and enter a NI number f On the second New Trader screen I Select the trader s title from the Title dropdown list il Click on the button for the Forename and Surname text boxes in turn to open the Keyboard Entry screen and enter the traders name refer to Paragraph 25 ili Select the date of birth for the trader from the dropdown calendar refer to Paragraph 27 i
80. ader Kirklees Council tome admin s Markets Compiancy Checks Unit Transfer Bitci Reports invoicing Settings Change Pin Sign Out you are here gt Statement for Joe Bloggs gt Market Unit Transters gt Trader List Joe Bloggs gt invoice Invoices Trader Invoices Figure 37 Invoices screen Viewing and Printing an Invoice Against a Trader 80 To view an invoice for a trader proceed as follows a Navigate to the Invoices screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 iii The ss icon in the Trader s Markets section of the Trader Management screen b Click on any of the listed invoices to open the invoice c Follow the on screen instructions to print the invoice Trader Market Unit Summary Screen 81 The Trader Market Unit Summary screen refer to Figure 38 allows the user to view and manage the allocation of units to a trader The Trader Market Unit Summary screen has two sections and a Back button The two sections are as follows Page 61 of 260 Bizaar Og know your market BIZAAR USER MANUAL An Assign Market Unit to Trader section that allows the user to assign a unit to a trader refer to Paragraph 82 A Traders Units section that shows a list of units already assigned to the trader and allows the units to be deleted from the trader refer to Paragraph 83 Kirklees Council Home admin s M
81. ader Statement screen refer to Paragraph 92 AccOoU c Click on the 50 My button to open the Trader Account screen Q d Click on the Payment button to open the Payment screen e On the payment screen I Select the payment method from the Method dropdown list li If required adjust the value of the payment by clicking on the button to open the Keyboard Entry screen and entering the new value refer to Paragraph 25 ili If required enter references into the two Reference s text boxes by clicking on the button to open the Keyboard Entry screen and entering the reference refer to Paragraph 25 iv Click on the button to register the payment and return to the Trader Account screen Print dd f Click on the button to print a receipt for the trader Note If the printer error message comes up check printer connectivity refer to Paragraph 19 Page 193 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Removing a Trader Account Line Entry 95 To remove a trader account line entry proceed as follows a Navigate to the Trader Statement screen refer to Paragraph 92 b Click on the 50 y button to open the Trader Account screen c Click on the line entry to be removed gt aed ER d Click on the remove button e Click on d ves to confirm the entry removal or a No to cancel Making an Additional Charge Entry 96 To make an additional charge entry p
82. and refine the search criteria k Select a comment from the list Page 209 of 260 Bizaar cf know your market BIZAAR USER MANUAL Click on the button to open the Comment screen for the selected comment Cancel m Oncompletion of viewing the comment click on the button to return to the Comment Search selection screen Manage Market Traders Screen 112 The Manage market traders screen refer to Figure 66 has two submenus and a return to main screen facility accessed using the following action buttons pe nanos soas A Ado Edt traders useholdays button that opens the Manage traders screen refer to Paragraph 113 where new traders can be added and managed and trader holidays processed A Compliancy check b A gt core compleny avansttreers Dutton that opens the Compliancy Check screen refer to Paragraph 144 where a compliancy check against a trader can be processed cC A button that returns the user to the Market Management screen Bizaar Do Manage market traders Manage traders b Add Edit traders use holdays etc Compliancy check es Record compliancy against traders Figure 66 Manage market traders screen Page 210 of 260 Bizaar cf know your market BIZAAR USER MANUAL Mange Traders Screen 113 The Manage traders screen refer to Figure 67 has three submenus and a return to previous screen facility accessed using the following action buttons a b
83. appropriate message will appear to instruct the user to complete this entry The five screens are described below Note New traders added to the PDA are automatically set as casual trader by default Trader status can only be changed through the Management System not via the PDA Before the new trader s status can be changed the PDA must be fully synchronized with the Management System Page 212 of 260 Bizaar Orf know your market BIZAAR USER MANUAL 115 All screens have the following common buttons at the bottom of the screen a A button that returns the user to the previous New Trader screen On the first screen a button is in place of the button the button returns the user to the Manage traders screen A button that moves the user on to the next New Trader screen On the last screen a _ button is in place of the button the button saves the new traders details On completion when the button is selected a confirmation message OK l refer to Figure 68 will appear selecting J will close and opens the Trader Menu screen refer to Paragraph 122 The Trader was saved successfully OK Figure 68 Confirmation information message 116 The first New Trader screen refer to Figure 69 is for the input of the traders National Insurance NI number and has the following features and data entry requirements a b A message indicating that the traders National Insurance NI number is to be en
84. arae button that opens the Charge screen refer to Paragraph 90 A button that returns the user to the Trader Statement screen Pint A ____ button that prints a receipt for the trader Payment Screen 89 The Payment screen refer to Figure 49 allows the user to record a payment made by a trader and has the following features a A Balance line showing the balance owed by the trader A Method dropdown list to select the method of payment from a choice of the following i Cash li Cheque ili Voucher iv Standing Order v Adjustment A Value box with an associated button to open the Keyboard Entry screen refer to Paragraph 24 to input the amount of the payment Initially the Value box will show the same value as the Balance line Page 188 of 260 Bizaar Orf know your market BIZAAR USER MANUAL d Two reference text boxes with associated Al buttons to open the Keyboard Entry screen refer to Paragraph 24 to input any reference for the payment e A button that will return the user to the Trader Account screen f An button that accepts the payment and returns the user to the Trader Account screen which will now show the payment and new balance Method z im Reference s O Balance Figure 49 Payment screen Charge Screen 90 The Charge screen refer to Figure 50 allows the user to add a charge against a trader and has the following features a
85. arkets Compiaency Checks Unit Transfer Bree Reports invoicing Setfimgs Change Pin Segn Gut you are here gt Statement for Joe Boggs gt Market Unit Transfers Trader List gt Joe Bloggs Trader Market Unit Summary Trader Market Unit Summary Assign Market Unit to Trader J Assign unit to Trader Traders Units Pitch 2 Pitch 4 Pitch 4 Pitch 1 ZgggEe Pitch 40 Back Figure 38 Assign market unit summary screen Page 62 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Assigning Market Unit s to a Trader 82 To assign a market unit to a trader proceed as follows a Navigate to the Trader Market User Summary screen by clicking on The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The icon in the Traders Markets section of the Trader Management screen b Select the required unit from the dropdown list of units registered on the system c Click on the Assign unit to Trader button The newly assigned unit will appear at the bottom of the Traders Units list Note Once a market unit has been assigned to a trader on the MIS and the data downloaded to the PDA the Pitch Assigning screen on the PDA will show the trader s details with a Status of Permanent refer to Chapter 3 d Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to
86. ation Selection SCreen cccccccseeeeeseeeeeeeeeeeeeeeeseeeeeeas 247 Carrying Out a Factory Reset cccccccccceeceeceeeeeceeceeeeeeessesesseeeesseeeessaeeeseaeeesaeeeeeas 248 System Update SCS Snares cerca ostescetcteed caus ew ciicte diane hewediceaoeecte diene danedeitedemeeceedonseoesteeen 249 Loading an Update to BIZ aM cccccccecccceeeeceeeeceeeeceeeeseueeseueeseuseseueeseueeseeseseneesanes 250 Dave Se HIG S56 CUM accor ace eee ete cree een detec E E 250 Settings Printer port cee cccseececeeeeeeeeeeeseeeeeseeeeeseeeesseeesseeeesseseesseeeseeeeeseeeeeas 252 SR FEMI Lae as oes atetts wee segs sss E E E A ies 253 ZEBRA MZ220 PRINTER MANUAL cc cccccccceecceceeeceeseeeeeeeeeeeceeeeeeseeseeeeeeseeeeeesaeeeeetegs 255 Page 7 of 260 Bizaar cf BIZAAR USER MANUAL Chapter BIZAAR OVERVIEW The aim of this chapter is to present the Bizaar user with an overview of the market management application referred to as Bizaar throughout this manual o Bizaar is a market management system that is affordable easy to learn and easy to use o Bizaar replaces your paper based systems resulting in more efficient time management and greatly reducing your market administration workload o Whatever the size of your markets or their location the Bizaar Market Management system can be customized to your current and future requirements o Using enterprise level web based technology Bizaar is built on a
87. ation of a trader to the unit Page 171 of 260 Bizaar cf know your market BIZAAR USER MANUAL o b A saa indicator selector button that indicates the unit has been allocated to a trader and allowing it to be selected for removal of the trader from the unit W cC A a2 indicator selector button that indicates the unit has been allocated to a trader but is being run by an assistant to the trader and allowing it to be selected for removal of the trader from the unit 71 The lower part of the screen has the navigation buttons for movement through the pages and the action buttons for the functions of the screen as follows a The aD and buttons that allow the user to navigate through the available pages on the Pitch Selection screen to allow all units at the market to be viewed The Page1 1 icon indicates to the user which page they are currently viewing and how many pages in total there are b A e Back button that returns the user to the Market Management screen c A ER y button that opens the Pitch Assigning screen refer to Paragraph 72 for a pitch selected in the upper part of the screen to allow assignment or removal of a trader for that unit Pitch Selection O Pitch 1 Pitch 2 Pitch 3 Pitch 4 Pitch 5 Pitch 6 Pitch 7 Pitch 8 Pitch 9 Figure 36 Pitch selection screen Page 172 of 260 Bizaar cf know your market BIZAAR USER MANUAL Pitch Assigning Screen 72 The Pitch Ass
88. button to end the current operation Market Selection Screen 56 The Market Selection screen refer to Figure 30 allows the user to open the management system for a selected market The Market Selection screen has the following features a A Please select a market text box containing a list of the markets for the selected location selected by clicking on the name A button that closes the Market selection screen and returns the user to the Markets section A button that opens the Market Management Screen refer to Paragraph 58 Ena sae Market Selection Please select a market Sunday test 12 04 09 Saturday General 04 04 09 Figure 30 Market selection screen Page 163 of 260 Bizaar Oct know your market BIZAAR USER MANUAL Selecting a Market Ia To select a market proceed as follows a Select a location refer to Paragraph 55 soe Markets lf required click on the button to open the Markets section Click on the selec market button to open the Market Selection screen Select the market to be managed from the displayed market dates from the Please select a market list Click on the d button to select the highlighted market and open the Market Management screen lf required at any time click on the button to close the screen and return to the Markets section BIZAAR MARKET MANAGEMENT SCREEN 58 The market management screen and its submenus
89. cancels the current operation On selection a confirmation question message refer to Figure 56 appears on the screen selecting J bs confirms the selection and returns the user to the Comments management screen and selecting No closes the message box without exiting the current screen Figure 56 Cancel confirmation question message A button that saves the new comment and returns the user to the Comments management screen Page 200 of 260 Bizaar rf BIZAAR USER MANUAL Notes If the comments information has been completed a confirmation Information OK message refer to Figure 57 appears on the screen select J to accept the message and return to the Comment management screen OK The save was successful Figure 57 Confirmation information message If no data has been entered on the comments screen a Warning message refer OK to Figure 58 appears on the screen select J to accept the message and return to the Comment screen A Warning You must enter a comment before you can save Figure 58 Save warning message 104 The Comments photograph management screen refer to Figure 59 allows the user to view and take photographs and has the following features and action buttons a Box containing a list photographs identified by the date and time the photograph was taken Selecting a photograph will highlight the line entry in blue Page 201 of 260 Bizaar Orf know your market BIZA
90. charge is a I icon which allows the value to be updated and a E icon for deleting the relevant entry c A Back to Trader Statement button provided to return the user to the Trader Statement screen refer to Paragraph 16 Kirklees Council Poe admin a Markets Qe ye ee te ee ee ee Re ee ee a aT you are here gt Charge Summary Add Charge Charge daily rate x Agd Charges for Trader daily rate 23 50 J ER daily rate 23 50 4 i Back to Trader Statement Figure 16 Charge summary screen Adding a Charge 32 To add a charge against a trader proceed as follows a Navigate to the Charge Summary screen by clicking on The Markets tab ii The link for the market from the My Open Markets section of the My Markets screen iii On an allocated link in the Attendance and Vacancies list of the Market Management screen Page 33 of 260 Bizaar cf know your market BIZAAR USER MANUAL iv On the Update Charges button on the Trader Statement screen b Select the charge to be allocated from the Add Charge dropdown list c Click on the Add button The new charge will be added to the bottom of the Charges for Trader list Amending a Charge 33 To amend a charge in the Charges for Trader list proceed as follows a Navigate to the Charge Summary screen by clicking on i The Markets tab ii The link for the market from the My Open Markets section of the My Markets screen ii On
91. creen OPTIONS SECTION 150 The Options section refer to Figure 98 comprises of three action buttons r a Factoryreset button that opens the Factory Reset Screen refer to Paragraph 151 to permit the user to reset the PDA to the factory default setting WARNING A FACTORY RESET WILL WIPE BIZAAR SOFTWARE DATA STORED ON THE PDA AND WILL NEED TO BE REINSTALLED THROUGH THE SETUP WIZARD a b An Update button that opens the System Update Screen refer to Paragraph 155 to permit the user to load the latest provided update for the Bizaar application supplied by Bizaar team C settings button that opens the Device Setting s screen refer to Paragraph 157 to permit the user to change the default printer communications Com port for the Bizaar application Page 244 of 260 Bizaar Orf know your market BIZAAR USER MANUAL WARNING CHANGING THE COMMUNICATIONS PORT FOR THE PRINTER MAY PREVENT THE BIZAAR APPLICATION PRINTING Update Figure 98 Options menu screen Factory Reset Screen and Confirmation Question Boxes 151 The Factory Reset screen refer to Figure 99 allows the user to reset the Bizaar PDA application to the factory settings and contains the following a A warning to ensure the user understands the consequences of carrying out a factory reset on the data stored in the PDA An instruction indicating the reset number and how to reset the Bizaar PDA application to the factory sett
92. cted to the PC refer to Paragraph 10 A registry change need only be carried out once Creating a Partnership Between the PC and PDA To create a partnership to enable the Bizaar PDA application to synchronise with the Bizaar PC application proceed as follows a Check the PDA is fully charged in accordance with the manufacturer s instructions refer to Chapter 4 b Check the PC is on and that the current user is logged into Microsoft Windows c Check the PC has got Microsoft ActiveSync installed d Ensure that all setting and data for the market s have been configured correctly in the PC Bizaar Management System refer to Chapter 2 e Switch the PDA ON in accordance with the manufacturer s instructions refer to Chapter 4 f Connect the PDA to the PC using the supplied PDA USB cable After a brief pause the ActiveSync window will open on the PC refer to Figure 1 Page 130 of 260 Bizaar cf know your market BIZAAR USER MANUAL Microsoft ActiveSync leu os Help WTC 5 Schedule KO Explore Fije o o_o f h a D ed ee Connected na irises ait D7 Retrieving settings de Details Figure 1 ActiveSync 1 g Click on the OK button in the warning box refer to Figure 2 to acknowledge the ActiveSync application The second ActiveSync window will open refer to Figure 3 Microsoft A
93. ctiveSync You will be able to synchronize only Files Folders and other non Outhook items iF you continue To synchronize E mail Calendar Contacts Tasks and Notes with this computer do the Following Disconnect the device install and run Outlook and then reconnect the device and complete the Synchronization Setup Wizard Figure 2 ActiveSync Warning Box Page 131 of 260 Bizaar cf know your market BIZAAR USER MANUAL Synchronization Setup Wizard Welcome to the Pocket PC Sync Setup Wizard To set up a sync partnership between this computer and your Pocket PC click Next IF you click Cancel you can still Copy and move files between your Pocket PC and this computer Add and remove programs on your Pocket PE lt Back Nen Figure 3 ActiveSync Setup Wizard Click on the Cancel button to cancel any further setup of the partnership The main ActiveSync window will now open refer to Figure 4 Microsoft ActiveSync E File View Tools Help a ae R34 Sync fe Schedule Guest A Connected i Hide Details Information Type Status Figure 4 ActiveSync Connection window Check the windows shows Guest and Connected Minimize the window The PDA is now connected to the PC and is ready to synchronize the Bizaar application Page 132 of 260 Bizaar cf know your market BIZAAR USER MANUAL 9 Ifan error o
94. culate button f On completion click on the Save button Market Comments Screen 23 24 Note Comments can also be recorded on the PDA refer to Chapter 3 and uploaded onto the Management System when the PDA and PC are synchronised Comments recorded on the PDA can include photographs The Market Comments screen refer to Figure 12 allows the user to enter comments regarding any trader on the market or view comments previously entered into the system in the Market Comments list at the bottom of the screen The list includes comments entered using the PDA Two dropdown lists are available and provide the following a The following Comment Type can be allocated to a comment i Complaint li Goods query iii Note iv Warning Page 26 of 260 Bizaar cf know your market BIZAAR USER MANUAL b The Associate with trader dropdown list permits the user to associate the comment with any trader stored on the system from the list alternatively if it is a general comment it can be left un associated Kirklees Council iu we admin s Markets Pees LSAS LSALI ut Transfer Traders Reports invoescing Setings Change Pn Son Out you are here gt Yyelcome to Bizaar gt My Markets gt Salibury Saturday Market 17 September 2011 gt Cor Comments Add Comment Comment Type Complaint Associate with Trader Do Not Associate with a Trader Add Comment Market Comments 12 05 2009 06 30 44 jharten Market footfall
95. cy Checks Unit Transfer ireties Reports iInvceomg Settings Change Pin Sgn Oui you ane here gt Tradger List gt Joe Biogas gt Vehicle Summary gt Add Vehicle Add Vehicle Vehicle Detail Registration Number Note Save Figure 30 Add vehicle screen Adding Editing a Traders Vehicle Details 66 To add edit a vehicle details against a trader proceed as follows a Navigate to the Add Vehicle screen by clicking on i The Traders tab ii The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 iii The Manage Trader Vehicles button on the Trader Management screen iv Then either the Add Vehicle button or vehicle link on the Vehicle Summary screen b Type the vehicle registration in the Registration Number box c Type the Vehicle make and model plus any other notes in the Notes box Page 52 of 260 Bizaar Or know your market BIZAAR USER MANUAL d Click on the Save button Manage Trader Insurance Button and Insurance Summary Screen 67 Selecting the Manage Trader Insurance button takes the user to the Insurance Summary screen refer to Figure 31 This screen permits the user to a Add insurance details for the selected trader using the Add Insurance button to transfer the user to the Add Insurance screen refer to Paragraph 68 If the trader has no insurance the Manage Trader Insurance button will take the user straight to the Add Insurance screen with an
96. d when the market is closed and has a Close Market button to confirm that the market is to be closed li When the market is closed it can no longer be edited within the management system If the market is required to be re opened then a request must be sent to the Bizaar team Kirklees Council Poe admin s Markets Wenu ee eo ee ee oe a n E a a e al a a aT you are here Comments My Markets gt Salih Close Market Close Market Close Market does the following Generate Next weeks Attendance Update Traders Debt Record Calculates Vouchers and Holidays Marks the Market as Closed to prevent any changes Close Market Figure 9 Close market screen iii The Cancel Market button that opens the Cancel Market screen refer to Figure 10 The Cancel Market screen lists the actions that will be performed when the market is cancelled and has a Cancel Market button to confirm that the market Is to be cancelled Page 22 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council Poe admin s Markets Wera ee ee ge ee ee ee a aT you are here gt lomments gt My Markets gt Salibury Saturday Mark Cancel Market Cancel Market Cancel Market does the following Market is marked as cancelled Charges are Voided Payments remain and will cany over Attendance Counts Remains Unchanged Cancel Market Figure 10 Cancel market screen Closing a Market 18 To clos
97. device is connected to your servers network Figure 27 Location selection error message 53 The Location Selection uploading screen refer to Figure 28 has a moving purple square that gives the user confidence in the system whilst it retrieves the locations from the PC Management System The screen also has a button to allow the upload to be cancelled at any time On completion of the upload the screen will change to the Location Selection operating screen refer to Paragraph 54 ES Location Selection Please select a location Figure 28 Location selection uploading screen 54 The Location Selection operating screen refer to Figure 29 has the following features a A Please select a location text box containing a list of locations loaded onto the PDA When selected a location is highlighted in blue b A Get Training Mode Locations tick box to allow the PDA to upload training locations onto the PDA for staff training Page 159 of 260 Bizaar Orf know your market BIZAAR USER MANUAL A a Heeb button to either upload training locations from the Management System if the Get Training Mode Locations tick box is ticked or upload new locations that have been added to the Management System d A button to allow the user to quit the Locations Selection Screen and return to the Markets section e A button that selects the highlighted location in the Please select a location text box The button only appears o
98. e _ a user to log in to the Bizaar system This icon changes to a 30 icon once the user is logged in The log out button will return the user to the Log In screen G b A Transfer button that transfers the user to the Data Transfer screen refer to Paragraph 43 that initiates a synchronisation with the PC management systems database the following items are synchronised i User details including names markets payments and permissions ii Market details pitches charges and opening days iii Traders details including licences pitches etc ay a c A ext button that exits the user from the Bizaar PDA application LA Exit Figure 20 System screen Page 151 of 260 Bizaar Oct know your market BIZAAR USER MANUAL Exiting the System 39 To exit the system proceed as follows a b If required click on the D C i button to open the System section LA Click on the st button Note No warning is provided when the Exit button is operated the user will be immediately logged off the Bizaar PDA application and will need to login again if the log off was in error Log In Screen 40 The Log In screen refer to Figure 21 allows the user to log into the Bizaar PDA application and comprises the following a A User dropdown list that allows the user to select their Username A PIN value box into which the user enters their four digit PIN The digits appear as stars in the box to p
99. e A Clear button that clears the entire entry A button that cancels the keyboard operation and returns the user to the previous screen An button that returns to the previous screen and enters the content of the window into the relevant text box on the screen Figure 12 Keyboard entry screen Entering Data on the Keyboard Entry Screen 25 To enter data into the Keyboard Entry screen proceed as follows a Enter characters by clicking on the number or letter keys Page 141 of 260 Bizaar Orf know your market BIZAAR USER MANUAL b If required swap between number and letter entry using the number view and letter view buttons C lf required delete individual characters using the Back button or all characters using the Clear button d On completion either I Click on the button to return to the previous screen without transferring the text li Click on button to return to the previous screen and transfer the text Dropdown Calendar Facility 26 The dropdown calendar facility opens a calendar refer to Figure 13 for the input of a date The calendar shows the month and year at the top the days for that month and year below and todays date at the bottom A specific date is selected by clicking on the required date on the calendar or Today if today s date is required To navigate to a specific date the user can January L al KI October 1981 DO i931 O El January osf 50
100. e holiday usage All screens have the following common buttons at the bottom of the screen a b A button that returns the user to the previous Trader Holidays screen A button that moves the user on to the next Trader Holidays screen when the current screen is correctly completed The initial Trader Holidays screen refer to Figure 88 has the following features and action buttons A Trader line showing the name of the trader that is taking the holiday A Location line showing the location of the market that the holiday is to be taken from A Market dropdown list indicating the specific market that the holiday is to be taken from A Date list containing the future market dates for this market from which the date of the market that the holiday is to be taken from is selected A Previous Bookings box showing previously taken holidays Page 234 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Trader Trader Holidays BROWN DAVID Location Grantham Market Date 18 04 09 Previous Bookings Figure 88 Trader holiday initial screen 140 The Trader Holidays availability screen refer to Figure 89 has an Available Holidays box that lists the holidays available for the trader The available holidays are loaded onto the Bizaar PDA application from the PC Market Management System during synchronisation A holiday must be selected before the user can proceed to the final sc
101. e My Markets screen iii On the required unallocated link in the Attendance and Vacancies list of the Market Management screen b Select the pitch to be allocated c Select the trader the pitch is to be allocated to from the Trader dropdown list d If required click in the Assign Unit Charges tick box to place a tick in the box and assign stored unit charges against the trader for the pitch If no tick appears in the box charges will not be assigned e Click on the Save button Page 30 of 260 Bizaar cf know your market BIZAAR USER MANUAL Trader Statement Screen 30 The Trader Statement screen refer to Figure 15 permits the user to manage the trader occupying the selected unit or units that he is on The screen comprises of the following a Five action buttons as follows An Update Charges button that opens the Charges Summary screen refer to Paragraph 31 An Update Payments button that opens the Payment Summary screen refer to Paragraph 35 A Mark as Absent button that opens the Mark Trader Absent screen refer to Paragraph 39 A Print Receipt button that opens the Print Receipt Preview screen refer to Paragraph 41 A View Trader File button that opens the trader overview screen for the selected trader b The lower half of the screen provides the user with overview and trader summary information on payments made and outstanding invoices c A Back to Market Summary button
102. e Pay Invoice screen refer to Figure 48 On the Pay Invoice screen i Select the payment type from the Add Payment dropdown box ll Type in the value of the payment into the value box iii Click on the Add button Page 80 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports tees Settings Change Pin Sign Out you are here gt Trager List gt Reporting gt Inveicing Pay Invcece 00065 Pay Invoice 00065 Invoice Details Invorce Value 23 50 Invoice Date 07 09 2011 07 09 2011 Outstanding Balance 23 50 Pay Invoice Add Payment Gash 0 Add Invoice Payments Figure 48 Pay Invoice screen Cancelling an Invoice 107 To cancel an invoice proceed as follows a Click on the Invoicing tab to open the invoicing screen b Carry out a search refer to Paragraph 105 to populate the invoicing screen with the invoice to be cancelled C Click on the Cancel link for the invoice to be cancelled Viewing an Invoice 108 To view an invoice proceed as follows a Click on the Invoicing tab to open the invoicing screen b Carry out a search refer to Paragraph 105 to populate the invoicing screen with the invoice to be viewed C Click on the View Invoice link for the invoice to be viewed Page 81 of 260 Bizaar Or know your market BIZAAR USER MANUAL Batch Invoice Button 109 The Batch In
103. e a market proceed as follows a Navigate to the Close Market screen by clicking on I The Markets tab li The link for the market from the My Open Markets section of the My Markets screen ii The Close Market button in the Close Market section on the Market Management screen b Click on the Close Market button on the Close Market screen Cancelling a Market 19 To cancel a market proceed as follows a Navigate to the Cancel Market screen by clicking on I The Markets tab The link for the market from the My Open Markets section of the My Markets screen Page 23 of 260 Bizaar cf know your market BIZAAR USER MANUAL ii The Cancel Market button in the Close Market section on the Market Management screen b Click on the Cancel Market button on the Cancel Market screen Reconcile Takings Screen 20 The Reconcile Takings screen that allows the user to enter all takings for the day including notes coinage and cheques The lower half of the screen provides the user with a summary that includes a total banking amount based on the sum of each denomination entered on the screen 21 Two action buttons are provided at the bottom of the screen as follows a The Recalculate button that recalculates the totals in the Summary once the user has updated any of the details for Notes Coins or Cheques b The Save button that saves the data entered on the screen to the database Page 24 of 260 Bizaar Og
104. e and transfer to the system to the Trader Management screen Page 74 of 260 Bizaar rf BIZAAR USER MANUAL Add Trader to Market Section 98 The Add Trader to Market section refer to Figure 43 allows the user to add a trader to a market Add Trader to Market Add To Kirklees Gatley Open Friday Market Add Figure 43 Add trader to market section Adding a trader to a market 99 To add a trader to a market proceed as follows a Navigate to the Trader Management screen by clicking on i The Traders tab The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 b Select the market to which the trader is to be added from the Add To dropdown list c Click on the Add button The new market will be added to the bottom of the Trader s Markets list Note The add trader option will only be available if there is a market available to add to the selected trader REPORTS TAB 100 The Reports tab opens the Reporting screen refer to Figure 44 Reports are built to order for the relevant Management Agency and will not be covered in detail in this manual 101 The reports listed in Figure 44 are for example only and are produced to show a typical navigation for producing a report refer to Paragraph 102 Page 75 of 260 Bizaar Og know your market BIZAAR USER MANUAL TMS Support Solutions Ltd Home admin s Markets Compliancy UnitTransfer Traders Reports Invoicin
105. e archived button if you wish to retain this record but not have it active on the system vil Select one of the following from the Role dropdown list 1 Manager Page 91 of 260 Bizaar cf know your market BIZAAR USER MANUAL 2 Compliance officer 3 Collector c Inthe User Market section select all markets the user is responsible for managing by clicking in the associated tick boxes A Select All link and Clear All link is provided to assist in market selection click the mouse pointer on the respective link to activate it Note Only markets that have been registered on the system will be available to select d In the Management System Permissions section select the permissions that the user will have for managing the system by clicking in the associated tick boxes e Inthe Handheld System Permissions section select the permissions that the user will have for managing the PDA by clicking in the associated tick boxes f lf required in the Reset Pin Number section click on the Reset Users Pin link to reset the users PIN to the default PIN 2343 g Once all changes are completed click on the Save button to apply any changes made to the screen and save them into the database Manage Charge Codes Link 122 The Manage Charge Codes link takes the user to the Charge Code Summary screen refer to Figure 57 This screen details all charge categories on the systems and allows the user to a Add
106. e merchandise the trader is licenced to sell The Assistant C check box is toggled between being selected and deselected by touching the screen in the box a tick appearing in the box indicates that the market unit is being looked after by an assistant The merchandise items that a trader is licensed to sell are listed as a comma separated list on the PDA If the trader has no licence for this market a casual trader for example then a message is displayed explaining they have no licence on the current market The input of mechandise items is a MIS function refer to Chapter 2 and can be applied to both permanaent and casual traders In the lower part of the screen there are the following action buttons and check box a On the permanent available and occupied screen states a button that returns the user to the Pitch Selection screen Assign Trader b On the available screen state an Assign a trader to the Pitch button that opens the Trader Search screen refer to Paragraph 28 to allow a trader to be allocated to the unit Remove Trader c On the occupied screen a eens button that allows a trader allocated to a unit to be removed from that unit Assigning a Trader to a Market Unit Note A Trader can only be assigned permanently to a market unit on the MIS Application refer to Chapter 2 Once a market unit is permanently allocated on the MIS it cannot be made available or reallocated at the actual market using the
107. e selecta comment to continue Page 208 of 260 Bizaar cf know your market BIZAAR USER MANUAL Figure 65 Selection warning message Viewing an Existing Comment 111 To view an existing comment proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Manage market info b Click on the Market summary comments Hutton to open the Manage market info screen Comments c Click on the Vew thecomments maden szar Dutton to open the Comments management screen Search existing comments d Click on the fr andvewexstngcomments button to open the Comments Search filter screen e Select a date from the Date dropdown calendar refer to Paragraph 27 from which the search is to commence from f Select the type of complaint from the Type dropdown list Select Trader g If required click on the sect a ader togerconmenss button to open the Trader Search screen and search for a trader refer to Paragraph 31 Perform Search h Click on the fnd comments matching he fes button to carry out the search and open the Comment Search selection screen MN f OK I lf there are no comments meeting the search criteria select on the result Warning message and refine the search criteria j In the Comment Search selection screen if the comment required is not in the list Back to Filters click on the Retur tothe fkersto tasan button to return to the Comment Search filter screen
108. e trader button to open the Camera Information screen and take a photograph of the trader refer to Paragraph 35 ii Click on the gt d button to save the trader details to the PDA On the confirmation Information message click on d accept the message and open the Trader Menu screen to add additional details refer to Paragraph 122 Page 220 of 260 Bizaar Oct know your market BIZAAR USER MANUAL Trader Menu Screen 122 The Trader Menu screen refer to Figure 76 is opened after carrying out a trader search Alternatively the Trader Menu screen is opened when a new trader is added refer to Paragraph 121 The Trader Menu screen has five submenus and a return to previous screen facility accessed using the following action buttons S Bates Master a A e21 286 Clickhere toedit button that has the selected traders name on the button and opens the Update Trader screen where a trader s details can be updated There are four Update Trader screens which are identical in operation to the final four New Trader screens refer to Paragraph 114 and are completed in the same way p y Manage Insurance b A stim Record and view trader insurance Dutton that opens the Trader Insurance screen refer to Paragraph 126 where trader insurance information is viewed and added Trader Vehicles ee Record and view this trader s vehicles button that opens the Trader Vehicles screen refer to Paragraph 130 where traders v
109. e up of a series of pages and allows the user to check if a regular trader is absent or present view pitches that have no regular trader and mark any regular trader as absent The upper part of the screen shows the status of the units at the market and has the following indicator action buttons a A sau button indicates that the unit is allocated to a regular trader but that the traders attendance at the market has not been registered on the system v Selecting the sa button will change the icon to the seen icon detailed below P b A arm button indicates that the unit is allocated to a trader who has been seen at d the market Selecting the ere button will change the icon to the not seen icon detailed above c A sao button indicates that no regular trader has been assigned to this unit The lower part of the screen has the navigation buttons for movement through the pages and the action buttons for the functions of the screen as follows a The z2 and Sing buttons that allow the user to navigate through the available pages on the Vacancy Check main screen to allow all units at the market to be viewed The Page1 1 icon indicates to the user which page they are currently viewing and how many pages in total there are b A W button that accepts any changes made on the screen and returns the user to the Manage market Pitches screen L8 Record Vacancy Reasons c A Record reasons for trader absence Dutto
110. eceeeeseeeeseeeeaaes 123 Manage Custom Options LINK ccccccccccceececeeeeeeeeececeeeeeseeeeeseeeeeseeeesseeeessaeeesaeeeesaees 124 GANG PIN TAB rrenen EE steer dared E ce nacene desman dasancedsiemeeadeemdacdee 126 Changing a Was eee eee ne On ee nee one a eeee nee 126 GIN TT TAB recess EA A ER A EE die E E rere te E E EE EEE 127 PZAAR PDAAPPROUCA TON er een ene een ere ene eee eee 129 INTRODUCTION ecccccccecceceeeeeeeeeeeceeeeeeeeeseeeeeeseeeeeeseeeecesseeeeeseeeeeseeeeessaeeeessaeeeesags 129 PDA tO PO SYMCIOMISAT ON sssrinin beech achivcbechinseoashientecebeceeelan 130 Creating a Partnership Between the PC and PDA cccccseececeeeeeeeeeeeseeeeeeaeeeeeas 130 Registry Change ccccsccccseccceececeececae cece eesaeceeaeeeseueeseeeeseeeseeesaueeseueeseueesneeseneesaees 133 PDASIART UP SCREEN si sacecetadencdantsncstanttesssundtastdandduselenddavtneaddadedenisaneusdtededuntsapecandtedie 133 Starting Up the Bizaar PDA Application 0 lt cccccscccsestensceeetscseensceeececdseneseneneeeceees 135 BLUETOOTH PRINTER CONNECTION ear ac oete bacuecr sie beniene ae iadiaoseadeneonsteniece 135 Troubleshooting Bluetooth Printer Non Connection ccccceceeeeeeeeeeeeeeeeeeeeeeaeeeees 136 Page 5 of 260 Bizaar cf know your market BIZAAR USER MANUAL BIZAAR PDA APPLICATION OVERVIEW sctccceducecceeducecececcsstenececedeacecndntsoeeeenteeenecseaeees 138 Main Menu SCIree n ccccceccccsecceceeceeceeee
111. eeceeeececeeseceeseeesseeeessaueessaeeessaeeesaaeeesaaeeesaneees 34 Deleng a Charge semra bane nansbanenenehacanonohanesaceeasnacen 34 Payment Summary Screen eto peec cee secncenencunseneseneneussenedsuaeeueeanc sears eeeeoe ae ee tees 35 Adding a PAYMEM cccccccceeccceeeeceeeceeceseuceseueeseueeseueeseueeseueeseueeseeeeseueesseeeseeesaneeseees 37 Amending a Previously Made Payment ccccceececeeeeceseeseeeeseeeeseeeeseeeeseeeeseeeesenees 37 USNS LC AR Ay MO e nateraaecnateraeneec nenaneaw tea vneecwanaeqnceeaencaueeesacawecenerecarns 38 Mark Trader Absent SCree N cccccccccceececceeceeseeeceeseeceeeeeceeeeesauseeseueesseesesseeesseeesaaess 38 Wea 4 ele hee tyele 2 ace ieee eee eee Re eee eee nton Rec nce eee niet een chet rent een cece 39 FANTOCCIO Cl eaae E E E 40 Printing a Receipt for a Trader ccccccccecccseccceeeeeeeeeseeeeeseeesseesseeeseeesseeesseeesseeeeneeeeas 40 GOMP EANG Y ORE GKS TAB aera N E 41 Setting the Compliancy Check Display Period ccccccceeceeseeeeeeeeeeseeseesaeeeesaaeeesaees 41 New Compliancy Check Screen ccccceecccceecceceeeeececeeseeesseeeesseeessaeesseeesaeeesaeeesaaes 42 Recording a New Compliancy Check ccccccccccceceeeeeceeeeeceeeeeseeeesseeeesseeeeeseeeesaaeeeeas 42 UNIT TRANSFER TAB cerc rnn EEEE E EEEE EE EE A EE EE ER EEEE ERER 43 Adang Wit Regueste Oe Sy SLOT eae 44 Confirming Unit Requests ccccccccccsecceceeeeeceeeeeeeeeesseeees
112. eeeeeeseeeeeeaeeesaeeeenas 156 Ry AICS LING a Da TAS Ose tise gsc eee 157 VARK ETF EC TON ceea E E E E 157 Set Location Button and Location Selection Screens and Message Boxes 158 SUS NOG AU ON erea E E S N 160 Market Selection SCre n ccccccceccccceeceeceeceeeeceeeeeeesseeeeseueeeseeeeeseeeeeseeeesseeeesseeeesaeeeeas 163 Selecting a MArke ccccccccssececeeeececceeececceeeeeccegeeeeeegeeeeeseeeeesseeeeesseeeeessegeeeseeeeeeseas 164 BIZAAR MARKET MANAGEMENT SCREEN ccccceececcceseeeeseeeeeeseeeeeesaeeeesaeeeeeaas 164 Manage Market Pitches SCree Nn cccccceeeceeceeeeeeceeeeeeseeeeeesaeeeeesseeeeesaaeeeessaeeeesaeeeeeeaas 166 Vacancy Check Main SCreen ccccccccsesccceeececeeececeeeeeceeceeseeeeeseeeesseecesseeeessaeeessneeesaaes 167 Vacancy Check Secondary SClCCM ie suisncciaasantecnvnianwnasduestesanntawaertecacnanmeanncmaineunenenss 168 Carrying Out a Vacancy Check and Recording Trader Attendance 00808 170 Recording a Trader s Reason for Absence cccccceceeeeceeeeceeeneeeeseeeeseeeeseeeeseneenees 170 PIMC SS SIE COnN SCF CC eee E 171 FITCH ASSIONINO gt CC Cs crcerseersseaeecserosecaenrsesuanseeeeucusneusqsmeveesaensaincdcininsyeqensesesesnsenesesenesesese 173 Assigning a Trader to a Market Unit cccccccsecccssceceeeeceeeeceeeeceeeceeeseeeesseeesseeeas 174 Removing a Trader Assignment to a Unit cc ccccccececeeeeseeeeseeeeseseeseeeese
113. eeeseeesees 176 Perform Market Rounds Screen cccccceececeececeneeceececeuceceueeceueeseueeseueetsueesaueesaneetanees 177 Cash Counter Screen a eee ee on ee ee ee 178 Registering a Cash Float ccccccccccccssscccseeeeceeeeeceeeceseeeeeseceeseeeesseeeesseesessaeeesseeeesaaes 181 BAMA EGOS Sa E E E EE 181 Collections List Screen cccccccccsecccceeececeeeeeseeceeeeeeeeseceesecesseeeesseeeessaeeesseueesaeeeesaeeeeeas 182 Trader Statement SCreen cccccccsecccceececceeececeeeeeeeceeseueeeseeeesseeesseeeesseeesseseeseneeesaaes 184 rader ACCOUN S COET E E 187 Payment Screen 00 cccccceecccceececceeeeceeeeeeaeeeesaeeceseeeeeseaeeeseeeeeseaeesseeeesseeessaeeessaeeessneeesaeees 188 Charge SOU i cede Leche mili ag ine Lap heen etree ge pea nese arr beds 189 POM ONO CCO ee a E E E center 190 Navigating to the Trader Statement Screen cccccccseeeeeeseeeeeeeeeeeeeseeeeeeeeeeeesaeeeees 191 Page 6 of 260 Bizaar cf know your market BIZAAR USER MANUAL Registering a Payment made by a Trader for the Current Outstanding Balance on their Account Quick Payment Method cccccsssececesseceteesecetseeceteeseeeesseaeeeteeseeeteneeees 192 Registering a Payment made by a Trader for an amount other than the Current Outstanding Balance on their Account Normal Payment Method cccceeee 193 Removing a Trader Account Line Entry 0 0 0 0 cece ceccccsececeeeeceeeeseeeseeeeseeeseeseseeeeseaes
114. een Should the Rove button be clicked by accident click on the a a button to return to the Comment screen Page 204 of 260 Bizaar Orf know your market BIZAAR USER MANUAL To View Previously Taken Photographs 107 To view previously taken photographs proceed as follows a If required navigate to the main Comments screen as follows select a market refer to Paragraph 57 to open the Market Management screen Manage market info Click on the Q rarer omes e button to open the Manage market info screen l Comments Click on the Vew thecommentsmadenBzaar button to open the Comments management screen Add new comment Click on the Record a new comment Dutton to open the main Comments screen T a Manage Photos Click on the Manage photos fertscomment button to open the Comment photograph screen select the photograph required to be viewed from the list of photographs LS View Photo Click on the S Wew the s ected photo button to open the Photo Viewer screen Back On completion of viewing the photograph click on the button to return to the Comment photograph screen Page 205 of 260 Bizaar cf know your market BIZAAR USER MANUAL Comment Search Screen 108 The Comment Search screen has two states a The Comment Search filter screen refer to Paragraph 109 b The Comment Search selection screen refer to Paragraph 110 109 The Comment Search filter screen refer to F
115. een for the selected trader Page 238 of 260 Bizaar ct BIZAAR USER MANUAL A Compliancy Check Find traders not checked since 07 September 2011 v WGOAI ADAM Weaton Viv Johnson Michael Cooper Hans Warner Katy Figure 92 Compliancy check search screen e Inthe event that the button is selected without selecting a trader from the list a selection Warning message will appear refer to Figure 93 Selecting OK J will accept the message and allow the user to select a trader from the list A Warning You must select a trader from the list to continue Jf OK Figure 93 Trader selection warning screen 146 The Trader Licence screen refer to Figure 94 has the following features and action buttons a A box containing a list of items the trader is licenced to sell A BROWN DAVID b A Perform a compliancy check button that opens the Compliancy Check action screen c A bs button that returns the user to the Compliancy Check search screen Page 239 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Trader Licence The trader is licensed to sell BROWN DAVID es Ferom a compliancy check Figure 94 Trader licence screen 147 The Compliancy Check action screen refer to Figure 95 has the following features and action buttons a A Last Result line entry to show the result of the previous compliancy check carried out against the trader
116. ehicle information is viewed and added fr Trader Vouchers d A Vew trader vouchers and history Dutton that opens the Trader Vouchers screen refer to Paragraph 134 where traders vouchers are managed a Trader Comments e A _ Manage comments about the trader Dutton that opens the Comment Search screen refer to Paragraph 108 where comments against a trader can be searched for and viewed f A button that returns the user to the Manage traders screen Page 221 of 260 Bizaar Orf know your market BIZAAR USER MANUAL ef Trader Menu Bates Master NG21 2BE Click here to edit os Manage Insurance a0 Record and wiew trader insurance i Trader Vehicles t Record and wiew this traders vehicles Trader Vouchers View trader vouchers and history a Trader Comments ion Manage comments about this trader Figure 76 Trader menu screen Navigating to the Trader Menu Screen 123 To navigate to the Trader Menu screen proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Manage market traders b Click on the Trader info and compliancycnecss button to open the Manage market traders screen Manage traders c Click onthe AeciEor traders uss holidays c button to open the Manage traders screen Manage existing traders d Click on the Edit traders record vehides etc button to open the Trader Search screen e Carry out a trader search re
117. en Manage Users Link 119 The Manage Users link takes the user to the User Summary screen refer to Figure 55 This screen details all users of the systems including each users contact details The User Summary screen permits the user to a Add a user by using the Create New User button to transfer the user to the User Details screen refer to Paragraph 120 Edit existing users of the system using the users name link in the list of users to transfer the user to the User Details screen refer to Paragraph 120 Page 88 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invoicing Rais Change Pin Sign Out you are here gt Reporting ipyedcing System User Summary Create Hew User Active Users Bizaar Admin admin ahincasdatmss 3_comi Last Updated 07 08 2011 11 04 29 lan Barrow ian langdkirklees Last Updated 05 05 2011 17 39 45 Chris Cotton hig chnscotton hrklees gov uk Last Updated 04 05 2011 17 22 28 Archived Users Figure 55 User summary screen User Detail Screen 120 The User Detail screen refer to Figure 56 comprises of a Save button and the following five sections a User Detail section into which personal details are inserted b User Market section in which the markets that the user has control of are set c Manage System Permissions section in which the sc
118. en refer to Figure 58 has Note The Add New Charge Code and Update Charge Code screens are identical and are updated in the same way The Add New Charge Code screen is shown at Figure 58 a A Code box for entry of the name of the charge code b A Description box for entry of details of what the charge code covers c An Archived tick box to allow the charge code to be archived Page 93 of 260 Bizaar Og know your market BIZAAR USER MANUAL A Save button to save the changes made on the screen to the database Kirklees Council Home admin s Markets Compiancy Checks Unit Transfer Traders Reports Invoicing tae Change Pim 3 S gnm Out you are here Himiuicing gt Syster Add New Charge Code Charge Code Detail Code TAIF be pee ae Description Archived oO Save Figure 58 Add new charge code screen Page 94 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Creating Editing Charge Codes 124 To add a new charge code or edit an existing charge code proceed as follows a Navigate to the Add New Charge Code or Update Charge Code screen by clicking on I The Settings tab li The Manage Charge Codes link on the System Management amp Settings screen iii Then on the Charge Code Summary screen either 1 On the Create New Charge Code button to open the Add New Charge Code screen if a new charge Is to be added 2 On the charge code name link in either the Active Categories li
119. enema T Min mnie mint ene mine ne Menem one Oops ETES 53 Adding Editing a Traders Insurance Details ccccccsecccseeeeseeeeseeeeseeeeseeeeseeeseeeenees 55 View Comments Button and Comments Screen cccccseececeseeeeeeeeeeeeeseeeeeeseeeeeesaeeeees 55 Adding a 7e if iil 14 Se ee ne en ec ne eee 56 View Files Button and Trader Files SCree n ccccccsececeececeeceseeeeceeeeceeeeseueessueeseneeseuees 57 Mader S Markee SC CUO easter secs ctene ne E ceetenen tee temaneneeere tees seeanaeetenceanete 57 Deleting a Trader from a Market ccccccccceeeeceeeeceeeeceeeeseeeeceueeseueeseeseseeeeseeeeseeeessaees 59 Update Trader Market Status Screen cccceccccceecccceeeeeseeeeeaeeeesseeeesseeeeeseeeesseeesseeeeeas 59 Updating a Traders StAIUS eee pee ne eee ne ee ee 60 Viewing and Printing an Invoice Against a Trader ccccceceesseeeeeeeeeeeeeeeeeeseeeseeeenees 61 Trader Market Unit Summary Sereen ccccccceecccceeeeeceeceeeeeeetaeeeesseeeessaeeesaeeeesaeeeesaaees 61 ASSIGNING Market Unit s to a WAG Ol cc ccinestennceicdececaveecancenetenaceueecsemseennqsusieceseuseeacess 63 Deleting Market Unit s Assigned to a Trader cccceeccceececeeeeceeeeeeeeseeeeseneeseeeenaaees 63 Market Recurring Charges SCIreen ccsesscncseececsescccsececceeeescseeecceeeecceneescenencneresoees 64 Creating a New Recurring Charge cccccceecccceeeeeceeeeeeeeeseeecesseeeessaeeessaeeesaeee
120. er 4 Bizaar enables you to take and retake photographs as many times as you like Once the camera view has appeared press your device s capture button to take the photo When done press back to view your photo and accept it Click start when you re ready to begin Page 147 of 260 Figure 16 Camera instructions screen Following capture of a photograph the Camera instruction screen will briefly appear followed by the Camera acceptance screen refer to Figure 17 The Camera acceptance screen shows the photograph that has been taken and has the following Bizaar cf know your market BIZAAR USER MANUAL Accept Photo a A Gk here tossvethe photo Dutton that saves the photograph and returns the user to the Comment photograph screen showing the new photograph in the list of photographs b A button that returns the user to the Comment photograph screen c A button that returns the user to the PDA camera to take new photograph without saving the original photograph Accept Photo Click here to save the photo w Back Try again my Figure 17 Camera acceptance screen Taking a Photograph 35 To take a photograph proceed as follows Take new photo a In the relevant screen click on the Add a photo to this button to open the Camera Instructions Screen b Click on the gt button to open the PDA photograph capture application c Take the required photograph using the PD
121. er Licence screen On the Trader Licence screen Back lf required click on the button at any time to return to the Compliancy Check search screen A BROWN DAVID Click on the _ Performa compliancy chek button to open the Compliancy Check action screen On the Compliancy Check action screen Back lf required click on the button at any time to return to the Trader Licence screen Record if the trader is compliant or not compliant as follows Record Violation 1 Ifthe trader is not compliant click on the Record a licence violation Dutton Compliancy Rules Met 2 Ifthe trader is compliant click on the PAN ank DUTON On the Note confirmation message either Click on the a iii button to return the user to the Trader Licence screen if no note is to be recorded against the compliancy check Page 243 of 260 Bizaar cf know your market BIZAAR USER MANUAL li Click on the 7 ves button to open the Compliancy Check New Note screen if a note is to be recorded against the compliancy check I On the Compliancy Check New Note screen I Click on the button at any time to cancel the current action and return to the Compliancy Check action screen Click on the eae oe button to open the Keyboard Entry screen ili Enter the note required using the Keyboard Entry screen refer to Paragraph Zo iv Click on the button to save the compliancy check and return to the Trader Licence s
122. er search refer to Paragraph 31 to select a trader and open the Trader Menu screen Trader Comments f Click on the e r button to open the Comment Search filter screen and complete the search as detailed in the viewing an existing comment procedure refer to Paragraph 111 e to 110 m Trader Insurance Screens 126 There are two Trader Insurance screens as follows Page 223 of 260 Bizaar cf know your market BIZAAR USER MANUAL a An overview screen refer to Paragraph 127 that opens on selection of the w Manage Insurance li Record and view trader insurance button and lists the insurance held against a trader and allows them to be selected or a new insurance to be registered b A data entry screen refer to Paragraph 128 that allows the details of insurance to be edited added 127 The Trader Insurance overview screen refer to Figure 77 has the following features R H u Trader Insurance Record New Insurance Click to here bo record insurance vaid To 12 05 10 Bell Figure 77 Trader insurance overview screen Record New Insurance a A Click to here to record insurance button that opens a blank Trader Insurance data entry screen to record a new insurance against the trader b A list of insurance policies recorded for the trader selecting an insurance entry from the list will highlight the entry blue ready for selection Cc A button to return the user to the Trader Menu sc
123. eseeceeaeeeeeseeeeseeeeeseeeeeseeeeeseaeessaeeesseeesseeeesaeeeeas 139 EROF SOOO ea E E 139 FE VCO AIG EAU Y COO e S S S 140 Entering Data on the Keyboard Entry Screen ccccccccseeeeseeeeneeeseeeseeeeseeeeseeeesees 141 Dropdown cdendar Faci e asne 142 Selecting a Date from the Dropdown Calendar cccceeceeeeeeeeeeeeeeeeeeeeeeeeaeeeeeeaes 143 TA EON CCC e E E E 143 Roary IG Outra Trader SearCh erarnan EN 145 Camera Instructions and Camera Acceptance Screens ccccccceseeeceeeeeeeeeseeeesaeeeens 147 TaK a FOTO aD seeen ea REEE E EEE E EESE 148 Solet Ee e 1 ee ee rn 149 Completing the Signature SCION ccccccceeseeeceeeeeceeeeeeseeeeeeseeeeeeseeeeeesseeeeeseeeeeeeaes 150 em Y R axl ol Repent etn ete ene mere nee enn ee eee eee 151 Exiting the SYSTOM ccccccccseececseeeeceeeeeceeeeeceueeeceeeeeseueeeseucesseueessaeessaueessaeeesaeeessaaes 152 OG US GIS CUM E E E E E E 152 Logging into the Bizaar PDA Application ccccccccceeeeseeeeseeeeseeeeseeeeseeeeseeeeseneesees 153 Logging out of the Bizaar PDA Application ccccccccceeeeeseeeeneeeeseeeeseeeeseeeseeeesees 154 Data Transfer SCrOCN cccccccceecccseececeeeeecaeeeeceeeeeseueeeseuceeseeesseueesseeesseueessseesageessaaeees 154 Data Transfer Progress Screen aime tenn cenecannosateneqeindinnecmmiianwennitecsanestentamnctannmimnmmnnvsaunten 155 Transferring Data between the PDA and PC cccccsescecseeeeeeeee
124. eseeeeseeeeesaaeees 19 Market Management Screen cccccccccceececeeececseececeeeeeseueeeseueeeseusesseueesseeeesseeesseeeesaaeees 19 Closing a Market ccc cecccccecceceeececeeeeeceeeeeseeeeeseeeeeseeeeeseeesseeeessecessaeessaeeesseeesaeeesaaes 23 Cancelling a Market ccccccsecccceeececeeceeceeceeseeceeseeeeeseeeeseeeeeseeessaeeessaeeesseeesaeessaaes 23 Reconcile Takings Screen sccaeicee cece ancete races gncncseenceceantanncnuesenecenesceuauadsvenceudgeauseseseseceeeea 24 Reconciling Takings for a Market cccccceccseeeseeeseeeeeeeeneeeeeeeeeueeseeeseeeeeueeneeeseeesaeeens 25 Wife ll COMTES CT EO 4 aenenen ee eee eee ee te renee eee ee ele ee ene tena een ee ee eeeen ees 26 PROG IING A COTO INN e E E E E 27 Viewing Previous Comments cccseccccseeeeceeececeeeeeceeceeceeceeseecesseeeesseeeessaeeesseeeesaeees 28 PD SO UME Ader Cie eae E N E E NN 28 Allocate Vacant Units Screen cccccccccceeceeceeeeeeeeeeeseeeeeseeesseecesseeeesaeeeessaeeesaaeeesaaeeeeas 29 Allocating a Vacant UNIt cccccccccccceececeeeeseeeeseeeeseeeeseeeeseeeeseueeseueeseeeeseueeseeeseeeeneees 30 Trader Statement Screen cts ne cate eats ete creates cee ne oats cen eastside eee ease 31 Charge Summary Screen cccceccccsecceceeececeeeeeceeeeeseeeesseecesseeeesseesesseeessaeeesseeesaneeesaeees 32 Adano a 6G are 62 renee mete ene nee me ens ener ne en re na ee ee 33 Amending a Charge cccccccceecceceeeecceee
125. ess Manager icon lf the Bluetooth indicates that Bluetooth is OFF click on the bar and ensure Bluetooth is ON Click on the close gadget to return to the previous screen Click on the Bluetooth icon lf shown on the list of devices click on the printer entry lf not shown on the list of devices i Click on add new device li Wait for the list of new devices to appear ii Click on the printer device from the list indicated by the printer serial number iv Click on Next v Enter the PIN number 123456789 for the printer vi Click on Next vii Wait for the connection to be established during connection the printer should print the word Client four times vill Wait for the settings Bluetooth screen to appear and click on the printer name Click on the Serial Port tick box Click on Save Page 137 of 260 Bizaar rf BIZAAR USER MANUAL m Click on the COM Ports tab n Click on New Outgoing Port o Click on Next p Select COM1 from the dropdown list q Click on Finish r Click on OK s Click on the close gadgets for all screens until returned to the Bizaar PDA application BIZAAR PDA APPLICATION OVERVIEW 20 The Bizaar PDA application always opens with the System section action buttons visible this screen is referred to as the Bizaar main menu screen refer to Paragraph 21 In the event that the Bizaar PDA application suffers a major system error an Error screen will appea
126. et Unit single screen by clicking on I The Settings tab ll The Manage Markets link on the System Management amp Settings screen Page 108 of 260 Bizaar cf know your market BIZAAR USER MANUAL ii The Market Units button for the market to which the units are to be added from the Active Markets list on the Market Summary screen iv The Add Multiple Units button on the Market Unit Summary screen In the Market Unit Detail section I Enter the first unit number in the Starting Number box li Enter the last unit number in the End Number box lil Select the type of unit from the Unit Description dropdown list lf required in the Add Charge for these units section I Select a charge from the Add Charge dropdown list Click on the Add button to add the charge to the Charges for this unit list iii Add further charges as required lf required in the Charges for this unit section I Adjust the charge by changing the cost in the value box and clicking on the d Icon li Delete a charge by clicking on the icon Click on the Add Units button to apply any changes made to the screen and save them into the database Existing Market Unit Detail Screen 139 The existing Market Unit Detail screen refer to Figure 68 has A Market Unit Detail section containing I A Unit Number box for editing of the units number Page 109 of 260 Vi Bizaar cf know your market BIZAAR USER MANUAL
127. ets Compiiency Checks Umit Transfer Biredes Reports iInvoeing Settings Change Pin Sign Gut you are here gt Statement for Joe Boggs Marked Unii Transters Trader List Joe Bemis radar File Trader Files Upload file for trader Files must be less than 16 Mb for upload Traders Files This Trader Does Not Have Any Files Associated Back Figure 34 Trader Files screen Trader s Markets Section Page 57 of 260 Bizaar Orr know your market BIZAAR USER MANUAL 74 The Traders Markets section of the Trader Management screen refer to Figure 35 allows the user to view a list of the markets to which the trader is currently associated Trader s Markets Middington Street Market Monday o gz Ww Joined 12 02 2009 16 56 26 EEE bl Current Status Regular Update Trader Status Units Charges Licence Yourchers Middington Street Market Friday de a r Joined 12 02 2009 16 56 26 Law Current Status Regular Update Trader Status Units Charges Licence Vouchers Middington Indoor Market Saturday mam g A r Joined 12 02 2009 16 56 26 mam l Current Status Regular Update Trader Status Units Charges Licence Youchers Figure 35 Trader s markets section 75 The user has the capability from this section of managing the following for the selected trader or market a Updating trader status using the MP3 Trader Status link to transfer the user to the Update Trader Market Status screen refer
128. ey 9 Telephone 10484 534698 Mobile E Mail elt National Insurance John Brook Telephone 01977 617327 Mobile E Mail poro National Insurance Jonathan Campbell WJ Telephone 01484 687709 Mobile 07984919055 Page 46 of 260 Bizaar cf know your market BIZAAR USER MANUAL Figure 25 Trader list screen populated Add Trader Screen 56 The Add Trader screen refer to Figure 26 allows a new traders details to be entered on the system The Gender Title Ethnicity and Country data is provided in dropdown lists 5 A further tick box marked as Archived prevents cluttering the system with old trader details by permitting the user to archive the current trader record Archive retains the trader s information for future retrieval 58 The screen also has a Save button to apply any changes made to the screen and save them into the database Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Micce Reports invoicing Settings Change Pin Sign Out or Joe Bloggs gt Market Unit Transfers Trader List gt Add Trades Trader Detail Gender Male m Title Mr x First Name Last Name National Insurance Date Of Birth Ethnicity Pakistani t VAT Number Contact Details Email Telephone Mobile Address 1 Address 2 Address 3 City Postcode County Country United Kingdom Archived oO Save Figure 26 Add trader screen Page 47 of 260 Bizaar rf BIZAAR USE
129. fer to Paragraph 31 to select a trader and open the Trader Menu screen Updating a Trader s Details 124 To update a trader s details proceed as follows a Navigate to the Trader Menu screen refer to Paragraph 123 Bates Master b Click on the NG2i 2BE Click here toedt Dutton to open the first Update Trader screen Page 222 of 260 Bizaar Oct know your market BIZAAR USER MANUAL Note The trader s name on the button will reflect the name of the currently selected trader c Update the trader s details as detailed in the Add New Trader procedure refer to Paragraphs 121 f to 121 Note National Insurance NI Numbers are only visible during the initial setup of the new trader The NI number shows encrypted in the field when updating the trader details Searching for a Comments for a Trader through the Trader Menu Screen 125 To search for comments raised against a trader s records through the Trader Menu screen proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Manage market traders b Click on the Trader info and compliancychecss button to open the Manage market traders screen Manage traders Add Edit traders use holidays etc button to open the Manage traders Screen c Click on the Manage existing traders d Click on the iim Edit traders record vehicles ete button to open the Trader Search screen e Carry out a trad
130. fer window Page 156 of 260 Bizaar Orf know your market BIZAAR USER MANUAL e If required click on the Synchronise Photos tick box to permit the transfer of photographs Photographs are transferred when a tick appears in the box Note Large numbers of stored photographs can severely impact the time it takes to transfer data f Click on the s button to start the data transfer The Data Transfer progress screen will open to allow the user to monitor the data transfer g On completion of data transfer when the confirmatory message box appears click on the 7 button to return to the main menu screen Cancelling a Data Transfer 49 To cancela transfer of data and return to the main menu screen at any time during data transfer click on the button MARKET SECTION 50 The Market section refer to Figure 25 comprises of two action buttons Note The market screen can only be accessed after the user has logged in If the user opens the screen before they have logged in they are presented with a Please login to see the i be information box A a Setlocation button that opens the Location Selection screen refer to Paragraph 51 to permit the user to select the location town region that the user is responsible for Note Users will only see locations regions towns that have been assigned to them through the Bizaar PC management system w b A Selec market button that opens the Market Select
131. fo b Click on the Market summary comments stc Dutton to open the Manage market info screen Comments c Click on the view the comments made n Bzaar button to open the Comments management screen Add new comment d Click on the Record a new comment button to open the main Comments screen e If required click on the button to open the Trader Search filters screen and search for and select a specific trader to attach the comment refer to Paragraph 31 The Comment screen will now show the traders name Page 203 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Select the type of comment from the Type dropdown list Click on the a Enter Comment button to open the Keyboard Entry screen and enter a comment refer to Paragraph 25 i ey Manage Photos If required click on the Menage photos for hs comment button to open the Comment Take new photo photograph screen followed by the Aids photstothis comment button to open the Camera Instructions screen to capture a photograph to attach to the comment refer to Paragraph 35 pees OK Click on the d button and then the d button in the confirmation Information message that appears on the screen to save the comment and return to the Comment screen If required click on the nw ane button and then the L ie confirmation Question message that appears to cancel the action and return to the button in the Comment management scr
132. g Me you are here gt Trader List gt Demissie Askale gt Trader Files gt Reporting Reporting Merchandise Commodity Report Who sells what item and where Market Revenue Report How much money each market made between 2 dates Dates can be varied to give monthly take and year to date These can also be used for year on year comparisons Market Ethnicity Repo Assess the cultural makeup of your markets Outstanding Trader Balance Lists Traders with an outstanding balance Trader Payment Audit Lists all payments made by a Trader between 2 dates Cash Collection Lists cash collected by charge code on a specific date Full Audit Trail of Payments Received between dates Lists cash collected by payment type between 2 dates on all markets Pitch Occupancy Report Lists the regular trader for a pitch and who occupied that pitch on a given date Daily Reconciliation Report Lists the amounts reconciled on all markets for the selected date Special Reports DWP Fraud Audit Report Details of traders who have attended a market between selected dates This report generates a tsv file that you can download and view in excel or notepad Figure 44 Reporting screen Creating a report 102 To create a report from the Reporting screen proceed as follows a Click on the Reports tab to open the Reporting screen Click on the link for the report that is required to transfer to the specific report set up screen refer
133. gement Screen 16 The Market Management screen refer to Figure 7 shows the status of the market Page 19 of 260 Bizaar Og know your market BIZAAR USER MANUAL Kirklees Council eu ae admin s Markets Meres pa AM oe te ie es se nes ek ee es T you are here gt Yyelcome to Bizaar gt My Markets gt y I t 1 Salibury Saturday Market 17 Dui 2011 Status Overcast x Reconcile Takings 0 00 Market Comments Absent Traders Attendance and Vacancies All Allocated Unallocated Stall 1 Paul smith Starting Balance 0 Charged 20 00 Paid 0 Current Balance 20 00 Stall 2 Paul smith Starting Balance 0 Charged 20 00 Paid 0 Current Balance 20 00 Pitch 3 Unallocated Starting Balance 0 Charged 0 Paid 0 Current Balance 0 Pitch 4 Unallocated Starting Balance 0 Charged 0 Paid 0 Current Balance 0 Ahea P Seam ae Me we wee eS O amp S Close Market Close Market Cancel Market Powered by he Bizaar 2 0 Framework About Bizaar Market Management Figure 7 Market management screen 17 The Market Management screen is split into a number of sections comprising a The Status section refer to Figure 8 that permits the user to set the market weather conditions from a dropdown list this information is used when reports are collated and offers the user a choice from the following options Page 20 of 260 Bizaar Oct know your market BIZAAR USER MANUAL Not Set
134. gged enabling full audit capability Dedicated helpdesk Should you have any concerns you have a dedicated helpdesk to hand With remote access updates and application error reporting tools your concerns can be diagnosed and resolved quickly and efficiently Page 9 of 260 Bizaar cf know your market BIZAAR USER MANUAL Market management is a real time issue for many councils and market operators the majority of markets generally require a substantial number of resources to effectively manage them PDA operation is conducted on the versatile Trimble Juno SB installed with the Bizaar PDA application Operation functionality and fault finding for the Juno SB are beyond the scope of this manual which assumes an existing underpinning user knowledge of the unit Manufacturer s user information guides and other documentation for the safe operation of the Trimble Juno SB is available in Chapter 4 of this manual Note Other PDA models can be used with the Bizaar application however the Juno SB has proven to be the most versatile and efficient PDA for the application and is the only PDA supported by TMSSS A MZ 220 Bluetooth thermal printer provides a mobile print capability for the market manager and permits the printing of receipts for each financial transaction conducted Manufacturer s user information guides and other documentation for the safe operation of the ZEBRA MZ 220 Printer is available in Chapter 5 of this manual
135. graph 153 b A v0 button to cancel the setup wizard and return to the Options section Page 246 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Bizaar is currently at factory defaults In order to continue you must select a location and perform a transfer Click Yes to continue or No to quit Figure 101 Setup message box Bizaar Setup Wizard and Location Selection Screen 153 The Bizaar setup wizard has to be run following a factory reset The setup wizard has to be informed of the location of the Bizaar server which is input using the Location selection screen refer to Figure 102 The Location Selection screen has the following features a A Please enter the server name text box with an associated button to open the Keyboard Entry screen for data entry b A Please enter the ftp server text box with an associated button to open the Keyboard Entry screen for data entry c A Port value box with an associated button to open the Keyboard Entry screen for data entry Get Location List d A Attemps to obtain the batons button to start the setup wizard e A button to cancel the operation of the setup wizard Page 247 of 260 Bizaar Opr know your market BIZAAR USER MANUAL At Location Selection Please enter the server name O e g Svr bizaar Please enter the ftp server port Get Location List Attemps to obtain the locations Figure 102 Location selection sc
136. gure 42 Holiday screen Adding Holiday Credit 96 To add holiday credit to a trader proceed as follows a Navigate to the Holidays screen by clicking on The Traders tab ii The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 Page 73 of 260 Bizaar cf know your market BIZAAR USER MANUAL ii The Hes icon in the Traders Markets section of the Trader Management screen b Select the unit pitch or stall that the holiday applies to from the Add Holiday For dropdown list c Type the start date into the Valid From box or select the start date from the calendar using the Ly icon d Click on the Add button The holiday will appear at the end of the Available Holidays list e Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Deleting an Available Holiday 97 Todelete any available holiday from a trader proceed as follows a Navigate to the Holidays screen by clicking on i The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The Heit icon in the Traders Markets section of the Trader Management screen b Click on the EN icon for the holiday to be deleted c Click on the Back button This will apply any changes made to the screen save them into the databas
137. he Trader Management screen Adding Trader Licences 89 To add a licence to sell particular items to a trader proceed as follows a Navigate to the Market Licence screen by clicking on The Traders tab The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 The te icon in the Traders Markets section of the Trader Management screen b In the Add Licence Item section Select the licence category from the first dropdown list e g Clothing Electronics Groceries etc Select the relevant subcategory from the second drop list e g for the clothing category Women s clothing Men s clothing Child and baby clothing etc Click on the Add To Licence button to add the licence to the system The licence details will be added to the list in the Licence Summary section c Click on the Back button This will apply any changes made to the screen save them into the database and transfer to the system to the Trader Management screen Page 68 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Deleting Trader Licences 90 Todelete an existing licence held by a trader proceed as follows a Navigate to the Market Licence screen by clicking on The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ii The lt 8 icon in the Traders Markets section of the Trader Management
138. he first number of the units to be added li An End Number box for entry of the last number of the units to be added ili A Unit Description dropdown list to select the type of unit from a choice of the following 1 Pitch 2 Stall 3 Barrow 4 Unit b An Add Charge for these units section containing I An Add Charge dropdown list containing all of the active charges for this market Page 107 of 260 Bizaar cf know your market BIZAAR USER MANUAL li An Add button to activate the charge against the unit c A Charges for this unit section that contains a list of all the charges allocated to this unit Each entry has i An editable value box showing the value of the charge The initial value in the box is the default set in Manage Charge Codes refer to Paragraph 122 i A iF icon to delete the charge from the list iii An Add Units button to add the units to the database Kirklees Council you are here gt System Management amp Settings gt Market Summary gt Karkiees Bater Open Friday Market Unit Summary gt Add Market Unit Market Unit Detail Starting Number End Number Unit Description Pitch mi Add Charge for these units Add Charge insurance vi Add Charges for this unit Rental 6115 00 J AGS Units Figure 67 Add market unit multiple screen Adding Multiple Units to a Market 138 To add multiple units to a market proceed as follows a Navigate to the Add Mark
139. he list will highlight their name in blue and show their Postcode immediately below the box If no trader is selected the Postcode data will show No trader selected b The lower part of the screen has the following action buttons Back to Filters Return to the filters to try again button that returns the user to the filter screen to initiate another search il A button that cancels the trader search and returns the user to the Pitch Assigning screen ii A button to select the highlighted trader and allocate them to the unit selected on the Pitch Selection screen The user will also be returned to the Pitch Selection screen of Trader Search Brierley John Brook John Campbell Jonathan Coleman John Cook Joseph Fawcett John EnA Datonar Postcode HD5 OCC Back to Filters Return to the filters to try again Figure 15 Trader search results screen Carrying Out a Trader Search 31 To carry out a trader search proceed as follows Page 145 of 260 Bizaar cf know your market BIZAAR USER MANUAL a Onthe Trader Search filter screen Click on the button to open the Keyboard Entry screen for one of the following filter text boxes 1 Name 2 VRN 3 Postcode Enter the required text for the filter on the Keyboard Entry screen refer to Paragraph 25 Perform Search Find traders matching the fitters Dutton to carry out a search and open the Click on the Trader Search resu
140. hicles to be edited added 131 The Trader Vehicle overview screen refer to Figure 82 has the following features Trader Vehicles Add New Vehicle Click here to add a new vehicle Figure 82 Trader vehicle overview screen Add New Vehicle a A Cickheretoaddanew vehicle button that opens a blank Trader Vehicles data entry screen to record a new vehicle against the trader b A list of vehicles recorded for the trader selecting a vehicle entry from the list will highlight the entry blue ready for selection Cc A button to return the user to the Trader Menu screen d An button to open the Trader Vehicles data entry screen for that vehicle lf the button is pressed without selecting a vehicle entry a warning message refer to Figure 83 will appear Selecting J i will close the message and allow the user to select a vehicle from the list for editing Page 229 of 260 Bizaar Orf know your market BIZAAR USER MANUAL You must selecta vehicle to edit v Figure 83 Selection warning message 132 The Trader Vehicles data entry screen refer to Figure 84 has the following features Trader Vehicles ii Date Modified 02 10 06 03 12 45 Date Created 02 10 06 03 12 45 Figure 84 Trader vehicle data entry screen a AVRN value box witha button to open the Keyboard Entry screen to input the Vehicle Registration Number for the vehicle b Two line entries detailing the Date Modified and
141. ich the invoice is to be generated from the Select Market dropdown list c Select the trader for who the invoice is to be generated from the Select Trader dropdown list d Select the type of charge from the Charge Type dropdown list The pre set value for the selected charge type will appear in the Charge Value box e If required amend the value in the Charge Value box f Insert the incurred date for the invoice in the Date Incurred box Page 85 of 260 Bizaar Or know your market BIZAAR USER MANUAL g If required insert a comment in the Comment box h Click on the Create Ad Hoc Invoice link The ad hoc invoice will be generated and displayed on the screen Batch Invoice Printing Button 116 The Batch Invoice Printing button takes the user to the Batch Invoice Printing screen refer to Figure 53 that allows the user to print a batch of invoices for a specific market refer to Paragraph 117 Kirklees Council Homme admin s Markets Compliancy Checks Unit Transfer Traders Reports Othe on Settings Change Pin Sign Out you are here gt Trader List gt Heppi gt Imanen gt Etch iveece Priming Batch Invoice Printing Select Market Salibury Saturday Market Date generated 15 03 2011 Batch Pont Figure 53 Batch invoice printing screen Printing a batch of Invoices 117 To print a batch of invoices for a specific market proceed as follows a Navigate to the Batch Invoice Printing screen by clicking on
142. ick on the button to open the Trader Insurance data entry screen to edit an existing insurance record c On the Trader Insurance data entry screen If required click on the button at any time to cancel the current operation and return to the Trader Insurance overview screen li Select the start date for the insurance from the dropdown calendar refer to Paragraph 27 ili Select the end date for the insurance from the dropdown calendar refer to Paragraph 27 iv Click on the button for the Insurer text box to open the Keyboard Entry screen and enter the insurers name refer to Paragraph 25 v Click on the button for the Ref No value box to open the Keyboard Entry screen and enter the insurance policy reference number refer to Paragraph 25 vi Click on the button to save the trader insurance record OK vii Click on d in the Information message to return to the Trader Insurance overview screen Trader Vehicles Screens 130 There are two Trader Vehicle screens as follows a An overview screen refer to Paragraph 131 that opens on selection of the lt 3 Trader Vehicles l N Record and view this trader s vehicles button and lists the vehicles recorded against a trader and allows them to be selected or a new vehicle to be registered Page 228 of 260 Bizaar Orf know your market BIZAAR USER MANUAL b A data entry screen refer to Paragraph 132 that allows the details of ve
143. igning screen refer to Figure 37 has three states permanently allocated Permanent unallocated Available and allocated Occupied The Permanent allocation can only be set on the MIS and then displayed on the PDA while the Available and Occupied options are set on the PDA at the market Pitch Assigning eea u ee ee Pitch Pitch 1 12x10 Status Permanent Trader Warren Martina Type Regular Assistant Socks Chocolate Sweets Shoes hammers Pepsi Burgers Tools q Back Permanent Pitch Assigning Pitch Assigning Pitch Stall 02 12x10 Pitch Stall 02 12x10 Status Available Status Occupied Trader N A Trader BROWN DAVID Type N A Type Casual Assistant Assistant _ Assign Trader Remove Trader Assign a trader to the Pitch Remove a trader from the Pitch Available Occupied Figure 37 Pitch assigning screen Page 173 of 260 Bizaar cf know your market BIZAAR USER MANUAL 73 The upper part of the screen shows details for the unit including its dimensions in brackets and its availability status The unit dimensions are set on the MIS and if this data has been input on the MIS the dimensions data will not be displayed on the PDA The central part of the screen shows the trader s name the type of trader they are i e regular or casual an Assistant L check box to show if the market unit is being looked after by an assistant and not the registered trader and th
144. igure 62 allows search criteria to be entered to produce a list of comments that can be viewed from the Comment Search selection screen The Comment Search filter screen has the following features and action buttons a A Date From the dropdown calendar refer to Paragraph 26 that allows the user to select the date from which the search is to be made b A Type dropdown list that allows the user to select the type of comment from the following options i Complaint li Goods Query iii Note iv Warning Select Trader c A Trader line and associated Seca tracer tastonmens button that opens the Trader search screen refer to Paragraph 28 The name of the trader selected during a trader search will appear in the Trader line entry on completion of the search Page 206 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Comment Search Date From DESB Augu Type Complaint Trader N A Select Trader Select a trader to get comments for Perform Search l Find comments matching the fiters Figure 62 Comment search filter screen Perform Search d A Png comments maidne ts button that carries out the search using the search criteria and opens the Comment Search selection screen on completion of the search In the event no comments meet the search criteria a nil result Warning message OK refer to Figure 63 will appear selecting d will accept the message No resul
145. ings Four dropdown number boxes to input the reset number A button to stop the factory reset and return to the Options section a Factory Reset Warning Selecting reset will put your copy of Bizaar back to factory defaults and cause you to have to re run the setup wizard Please enter in the following 4 digit number to confirm you wish to reset 9813 Page 245 of 260 Bizaar cf know your market BIZAAR USER MANUAL Figure 99 Factory Reset screen e A button that will open the confirmation message refer to Figure 100 The confirmation message asks the user if they wish to proceed with the reset and has I A ve button to confirm that the factory reset is to be carried out and opens a further message refer to Paragraph 152 i A v0 button to cancel the factory reset and return to the Options section Are you sure you wish to reset Bizaar back to factory settings Figure 100 Confirmation box 152 Once the Bizaar PDA application has had a factory reset carried out the Bizaar setup wizard has to be run On completion of the factory reset the setup message box refer to Figure 101 appears to allow the setup wizard to be run The message box has WARNING THE BIZAAR PDA APPLICATION WILL NOT BE ABLE TO BE OPERATED UNTIL THE SETUP WIZARD HAS BEEN RUN A af Yes a button to confirm that the setup wizard is to be run and transfer the user to the Location Selection screen refer to Para
146. ion screen refer to Paragraph 56 to permit the user to select the market that they need to manage at the location town region previously selected Page 157 of 260 Bizaar rf BIZAAR USER MANUAL sea Markets Figure 25 Market section menu screen Set Location Button and Location Selection Screens and Message Boxes 51 Prior to selecting the Set Location button the PDA must be connected to and synchronised with the PC Management System refer to Paragraph 48 On initial operation of the Set Location button a warning message refer to Figure 26 will appear with the following buttons a A J a button to confirm that the PDA and PC are connected that will allow the Location Selection uploading screen to open refer to Paragraph 53 b A a ii button to confirm that the PDA and PC are not connected and return the user to the Markets section Is your mobile device connected to the correct network and or paired with ActiveSync Figure 26 Set location warning message 52 Inthe event that the A di button is selected and the PDA and PC are not connected the Locations Selection upload screen will open followed by a further warning message refer to Figure 27 The message has a 7 gt button to accept the message and open the Location Selection screen Page 158 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Application Error The network connection could not be found Please ensure your
147. is achieved using the sub menu selection tabs Note The internet explorer back and forward icons G should not be used to navigate through the bizaar system as this will result in data not being incorrectly saved on the database Always navigate through the Bizaar system using the instructions in the user manual you are here gt Welcome to Bizaar gt My Markets gt Compliancy Checks gt Market Unit Transfers gt System Man Figure 5 Navigation aid 11 The rest of each screen contains the specific features for the individual functions of the Bizaar system refer to Paragraph 12 to 154 of Chapter 2 Page 16 of 260 Bizaar cf know your market BIZAAR USER MANUAL HOME TAB 12 The Home tab opens the Home screen refer to Figure 2 that contains a list of the Support documentation provided with the Bizaar system and contact details for the Bizaar support team The support documentation can be directly accessed by clicking on the required document link from the list MARKETS TAB 13 The Markets tab opens the My Markets screen refer to Figure 6 that provides the user with an overview of all markets that they are responsible for and the status for each market The My Markets screen has three sections that provide detailed information on the users market s as follows a The My Open Markets section gives an overview for the total value charged and paid for the market stalls by all traders of any markets that are ope
148. its the user to a View a traders compliancy checks b Conduct a check on the selected trader c Set the period over which checks are displayed d Record new compliancy checks using the Record Compliancy Check button to transfer to the New Compliancy Check screen refer to Paragraph 45 Kirklees Council ee ee Pe ee comps y Checks Be a ie ee ee ee ee al a E e a T you are here gt Statement for Joe Boggs gt Compan Compliancy Checks Check Period All x Go Salibury tuesday Market Salibury Saturday Market Joe Bloggs Last Check 07 09 2011 Record Compliancy Check Figure 20 Compliancy check screen Setting the Compliancy Check Display Period 44 To set the period over which compliancy checks are displayed on the Compliancy Checks screen proceed as follows a Select the period to be displayed from the Check Period dropdown list Page 41 of 260 Bizaar cf know your market BIZAAR USER MANUAL b Click on the Go button New Compliancy Check Screen 45 The New Compliancy Check screen refer to Figure 21 allows the user to view what the trader is licensed to sell show the result of the last compliance check and record a new compliancy check Kirklees Council og eee et mpe Checka Br ese ee ee ee you are here gt Statement for Joe Hoods Commiancy Checks gt Hew Compliancy Check New Compliancy Check Currently licenced For chips Dollis Record Compliancy olatus Fass No
149. ity accessed using the following action buttons Comments a A Vertheconmentsmademaser button that opens the Comments management screen refer to Paragraph 101 where comments can be viewed added and deleted including supporting photographs me Record weather b A Reeord todays weather button that opens the Record Weather screen refer to Paragraph 99 where the prevailing weather for the market can be recorded Page 195 of 260 Bizaar Or know your market BIZAAR USER MANUAL cCc A button that returns the user to the Market Management screen Bizaar OG now your market _ Manage market info Comments View the comments made in Bazaar ie Record weather a Record today s weather q Back to Main Menu Figure 52 Market info screen Record Weather Screen 99 The Market Weather screen refer to Figure 53 has the following functions and action buttons a A Current line entry showing the current recorded weather b A New Recording dropdown list to change the current recorded weather from a choice of i Sunny li Rain iii Overcast iv Snow cC A button that cancels the current operation and returns the user to the Manage Market info screen Page 196 of 260 Bizaar Orf know your market BIZAAR USER MANUAL ag button that saves the selected new weather recording and returns the user to the Manage Market info screen We Market Weather Current Overca
150. k payment Cash for the value of 23 50 Figure 46 Quick payment confirmation message C A button that returns the user to the Collections List screen d A button that opens the Trader Account screen refer to Paragraph 88 Page 186 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Trader Account screen 88 The Trader Account screen refer to Figure 47 allows the user to view the details of the trader s account and has the following features and functions gay Trader Account 65 00 Cleaning a 75 00 Rent PP1 WA 140 00 Cash a 05 00 Rent Wa 23 00 Cheque Outstanding 72 00 Payment Charge Figure 47 Trader account screen a A box showing all recent charges and payments Charges are shown with a red flag and payments a green flag Selecting a charge will highlight the charge in blue b A rene button that is used to remove a selected entry from the On selecting an entry for removal a question message will appear refer to Figure 48 Are you sure you wish to remove the selected item Figure 48 Remove question message I selecting J ves will remove the entry and return the user to the Trader Account screen Page 187 of 260 Bizaar Oct know your market BIZAAR USER MANUAL li Selecting a No will cancel the remove operation and return the user to the Trader Account screen A 2 button that opens the Payment screen refer to Paragraph 89 A c
151. lar trader attendance Figure 34 Vacancy check screen Page 169 of 260 Bizaar Oct know your market BIZAAR USER MANUAL Carrying Out a Vacancy Check and Recording Trader Attendance 67 To carry out a vacancy check and record trader attendance proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Manage market Pitches E Vacancy checks and assignments b Click on the screen button to open the Manage market Pitches Vacancy Check C Click on the Manage your market attendance button to open the Vacancy Check main screen d Click on the and ty buttons to navigate to the page showing the unit for which trader attendance is to be recorded I 7 e Record a regular trader as present rar or absent sa by clicking on the relevant action button to show the correct icon i Note Clicking on a sao button will open a warning message refer to Figure 35 to indicate that no trader is allocated to that unit Click on the L button to accept the message and return to the vacancy check No reguler trader has been assigned no action need be taken Figure 35 Warning message f Click on the W button to accept the changes and return to the Manage market Pitches screen Recording a Trader s Reason for Absence 68 To mark a trader s reason for being absent proceed as follows Page 170 of 260 Bizaar Oct know your market BIZ
152. ld system used by officers out on the market Multiple markets Whether you operate one market at one location multiple markets at one location or multiple markets at multiple locations Bizaar can handle it Trader incentives Monitor and manage unique incentives to encourage regular trader attendance Issue the use of incentives based on consecutive attendances time accrued or any other means to promote trader loyalty Improve efficiency Bizaar reduces administration time when compared to paper based systems allowing users to concentrate on their markets and traders Having immediate access to up to date information allows for more efficient market management plus faster cash collections and faster license and insurance checks Low cost Bizaar when compared with legacy systems will return significant savings The cost of ownership from initial purchase to training and use ts low Remote updating capability and dependable support all contribute to making Bizaar value for money Custom reports Quickly generate clear and concise reports detailing traders and arrears market attendance and takings Determine market performance identify problem traders and review market charges with ease Audit trail Bizaar users can be confident in the security of their market data Authentication authorization roles permissions and encryption are just some of the industry standard security processes built into Bizaar All data changes are lo
153. list of items that come under one category e g the clothing category f A Manage Merchandise Items link that permits the user to manage items that a trader is licensed to sell and groups these items under a defined category refer to Paragraph 148 g A Manage Custom Options link that permits the user to manage settings that the system uses behind the scenes refer to Paragraph 151 Page 87 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports Invoicing tao Change Pin Sign Out you Ane here gt Trader List Pepe tery Poon Sysiem Management amp Settings system Management amp Settings Manage Users Allows you to manage people who have access to this system and the markets they manage Manage Charge Codes Manage the codes that charges relate to Manage Locations Manage the locations where markets take place Manage Markets Enables you to add a new market of edit d tails of an existing market Manage market units market charges and markel settings Manage Merchandise Categories Trader Licences are made up of items grouped together in calegones Manage Merchandise Items Manage the types of items a Trader can sell and the categories those items are in Manage Custom Options Manages the various settings that the rest of the system uses behind the scenes Figure 54 System Management amp settings scre
154. ll unallocated units pitches or Stalls b A Select Trader dropdown list containing a list of all traders registered on the system c A Create Unit Request button to create a new request d A View All button to transfer the user to the All Unit Transfer Requests Screen refer to Paragraph 52 Page 43 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council Home admins Markets ge ee ee Ut Treesher Me ee ed ee ee eT Market Unit Transfers Salibury tuesday Market Select Unit Stal 1 Select Trader cre request View all No Viable Transters Exist Salibury Saturday Market Select Unit Pitch 1 Select Trader Joe Bloggs Create Unit Request View all Pitch 1 Joe Bloggs d x Figure 22 Market unit transfers screen Adding Unit Requests to the System 49 To add additional unit requests to the system from the Unit Transfer tab proceed as follows a Select the unit being requested from the Select Unit dropdown list b Select the trader from the Select Trader dropdown list c Click on the Create Unit Request button to confirm the action The request will now be added to the bottom of the list of requests Confirming Unit Requests 50 To confirm a unit request shown on the Market Unit Transfers screen click on the tick J icon for the entry to be approved Declining Unit Requests 51 To decline a unit request shown on the Market Unit Transfers screen click
155. lts screen lf required click on the button at any time to cancel the search and return to the Pitch Assigning screen On the Trader Search results screen scroll through the list of traders to find the required trader Click on the trader s name to highlight the trader to be allocated to the unit lf the traders name required does not appear in the list click on the Back to Filters Return to the filters to try again Dutton to return to the Trader Search filter screen and input new filter data as detailed above Click on the L lt 7 button to select the trader allocate them to the unit and return the user to the Pitch Assigning screen lf required click on the button at any time to cancel the allocation and return to the Pitch assigning screen Page 146 of 260 BIZAAR USER MANUAL Camera Instructions and Camera Acceptance Screens Bizaar Orf know your market 32 There are two screens associated with the capture of a photograph as follows The Camera instruction screen refer to Paragraph 33 The Camera acceptance screen refer to Paragraph 34 33 The Camera instruction screen refer to Figure 16 has instructions for the capture of a 34 ie Camera action buttons photograph and the following action buttons a A button that returns the user to the Comment photograph screen A button that starts the PDA camera device For instructions on the use of the PDA camera refer to Chapt
156. n Cash Counter Screen 77 The Cash Counter Screen refer to Figure 39 has two states and provides a running total for all cash collected by the user during the market rer Cash Counter Status OK Threshold 1 000 00 Current Cash 0 00 Status Exceeded Threshold 1 000 00 Current Cash 10 140 00 Aeration Increment Decrement Threshold not exceeded Threshold exceeded Page 178 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Figure 39 Cash counter screen 78 A threshold for the maximum cash that can be held by the user is pre set in the management system this threshold provides a warning screen refer to Figure 40 if the user takes any payment that causes the cash held total to exceed the pre set threshold selecting d OK will close the warning message and allow the user to continue using the Bizaar PDA application The cash threshold for this market has been reached Please use the cash counter screen to deposit your cash Figure 40 Cash threshold warning Page 179 of 260 79 Bizaar Oct know your market BIZAAR USER MANUAL The Cash Counter screen has the following indications an action buttons a A Status section that shows Status that shows the current Status of the cash held by the user as follows 1 OK indicates that the threshold for the maximum amount of cash the market manager can hold has not yet been reached 2 Exceed indica
157. n industry standard framework that provides a secure and auditable solution o For more information regarding Bizaar Professional Market Management System contact tms support solutions or visit www bizaar net Page 8 of 260 1 e Bizaar _ know your market BIZAAR USER MANUAL Simple to setup Bizaar is simple to set up Effortlessly create markets add stalls pitches charges and traders in a quick and simple process Changes or updates to market information can be made by accessing the management system Easy to use Bizaar is easy to use and highly intuitive Market managers operators and officers will all appreciate the clear logical and consistent look and feel of Bizaar Because of its easy to use interface new users can be up and running in no time at all and should you get lost Bizaar s in built help system will get you back on track Multiple users There are no restrictions on the number of users Each user account has a unique username and pin number this enables better security process control and auditing Specific roles for market managers officers and collectors can be created Management system Bizaar s web based management system enables full management control of all aspects of running your market in line with current legislation changing parameters to best suit the needs of the market at that time The Bizaar management system allows the transfer of information to and from the hand he
158. n on the system b The My Upcoming Markets section details the planned open dates of all future upcoming markets for each region or market c The My manual Markets section details any ad hoc markets that are active on the system d The Closed and Cancelled Markets section is a dropdown list of any closed and or cancelled markets for each region or market Page 17 of 260 Bizaar Og know your market BIZAAR USER MANUAL Kirklees Council eu we Sr s Markets Bee ys ey ee i ee ee eg e M a a e aT you are here gt My Markets My Markets My Open Markets Salibury Saturday Market 17 September 2011 My Manual Markets Midlington Street Market EnterMarketDate id Open Market My Upcoming Markets Closed and Cancelled Markets Salibury Saturday Market 10 September 2011 Closed View tnis market Powered by the Bizaar 2 0 Framework Figure 6 My Markets screen Page 18 of 260 Bizaar rf BIZAAR USER MANUAL Viewing My Open Market and My Upcoming Market Details 14 To view details for individual markets in the MY Open Markets and My Upcoming Markets sections click on the required market link to open the specific Market Management screen refer to Paragraph 16 Viewing Closed and Cancelled Markets Details 15 To view closed or cancelled market details proceed as follows a Select the required market to be viewed from the dropdown list b Click on the View this Market button Market Mana
159. n that opens the Vacancy Check secondary screen refer to Paragraph 64 that permits the user to record the reason for a regular trader s absence Page 167 of 260 Bizaar cf know your market BIZAAR USER MANUAL Vacancy Check ans d Stall 01 Stall 02 Stall 03 Pitch P1 Unit UOL Page 1 1 Record Vacancy Reasons Record reasons for trader absence Figure 33 Vacancy check main screen Vacancy Check Secondary Screen 64 The Vacancy Check secondary screen refer to Figure 34 is made up of a series of pages that shows all units that have an assigned trader but on which the trader has not been seen 65 The upper part of the screen shows the unit names and allocated traders noted as absent with a dropdown list to indicate the reason for the absence The contents of the dropdown list is as follows a Absent b Absent authorised c Absent holiday d Absent sick e Absent unauthorised 66 The lower part of the screen has navigation buttons and an accept change button as detailed for the main screen refer to Paragraphs 63 a and 63 b It also has a Perform Vacancy Check Set regular tracer attendance Dutton that returns the user to the Vacancy Check main screen Page 168 of 260 Bizaar Orr know your market BIZAAR USER MANUAL Vacancy Check Stall 01 Dillon James Po Unit UO1 Dillon James Page 1 1 Perform Vacancy Check Set regu
160. n the screen once a location has been selected in the Please select a location text box A Location Selection A Location Selection Please select a location Middington Please select a location Grantham Middington _ Get Training Mode Locations Refresh Locations _ Get Training Mode Locations Refresh Locations No selection made Selection made Figure 29 Location selection operating screen Setting the location 55 To select the location town region for the market s proceed as follows Note The PDA must be connected to the management PC via ActiveSync for this process to be used failure to connect will result in an error message being generated a Synchronise the PDA to the PC by either Page 160 of 260 Bizaar Orf know your market BIZAAR USER MANUAL I Creating a partnership refer to Paragraph 8 li If the PDA has been registered on the PC refer to Paragraph 10 switching on the PDA and connecting it to the PC using the USB connector provided Baa we Markets lf required click on the button to open the Markets section Page 161 of 260 Bizaar cf know your market BIZAAR USER MANUAL c Click on the settocation button the set locations warning message will open On the message either Click on the J i button to confirm the PDA and PC are connected and open the Location Selection uploading screen il Click on the a ai button to retur
161. n to the Markets section d Await the upload of location data indicated by the moving purple squares to complete and the Location Selection operating screen to open Note If the PC and PDA are not properly linked an error message will appear Click on the I button and reset the PC to PDA connection before proceeding button to cancel the e If required at any time during uploading click on the x an operation and return to the Markets section f If training is to be carried out click on the Get Training Mode Locations Tick box to place a tick in the box g If required click on the S Refresh Locations button to update the visible list of locations and load training locations if the Get Training Mode Locations Tick box is ticked Note The S Refresh Locations button only needs to be used if additional locations have been added to the Management System since it was last synchronised if the retrieval failed or if training locations are to be uploaded h Click on the required location in the Please select a location text box the aii button will appear Page 162 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Click on the button to load the data for that location town region this will open the synchronisation screen to retrieve all data for that location refer to Paragraph 43 If required at any time click on the x ii and return to the Market section
162. nagement amp Setting Change Pin New Pin Confirm Pin Change Pin Figure 77 Change PIN screen Changing a PIN 153 To change a user PIN proceed as follows a Click on the Change Pin tab b Enter the new PIN into the New Pin text box c Enter the new PIN into the Confirm Pin text box d Click on the Change Pin button Page 126 of 260 Bizaar Oct know your market BIZAAR USER MANUAL SIGN OUT TAB 154 The Sign Out tab takes the user to the Bizaar system Login screen and closes the current session Note No warning is provided on this screen the user will be immediately logged off the PC application and will need to login again if the logoff was in error Page 127 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Page left intentionally blank Page 128 of 260 Bizaar rf BIZAAR USER MANUAL Chapter BIZAAR PDA APPLICATION This Chapter introduces the user to the Bizaar PDA application including screens menus and functionality Note It is beyond the remit of this manual to cover the function and operation of the PDA Users of the Bizaar application must ensure they are fully conversant with all aspects of the PDA by referring to the user manual The use and safety requirements of the PDA must always be in accordance with the manufacturers supplied instructions INTRODUCTION 1 The Bizaar PDA application is a relational database that utilises a series of screens to allo
163. ns the Keyboard Entry screen for input of a note Page 241 of 260 C d Bizaar Orf know your market BIZAAR USER MANUAL A button that returns the user to the Compliancy Check action screen A button that saves the note and returns the user to the Compliancy Check action screen a Compliancy Check Result Fail New Note Not upto market standards gj Use Onscreen Keyboard Figure 97 Compliancy check note screen Carrying out a Compliancy Check on a Trader 149 To conduct a trader Compliancy Check proceed as follows a select a market refer to Paragraph 57 to open the Market Management screen Manage market traders Click on the Trader info and compliancycnecss button to open the Manage market traders screen Manage traders Click on the Ada Edi traders uss holidays c button to open the Manage traders screen Compliancy Check Click on the Record compliancy against traders Dutton to open the Compliancy Check search screen On the Compliancy Check search screen Page 242 of 260 IV Bizaar Orf know your market BIZAAR USER MANUAL Click on the button at any time to cancel the current action and return to the Manage market traders screen select a date from which outstanding compliancy checks are listed from the dropdown calendar refer to Paragraph 27 Select the required trader from the list of outstanding compliancy checks Click on the button to open the Trad
164. of float Ensure the value in the Current Cash value box has been adjusted by the amount entered as float Banking Excess Cash 81 To bank cash proceeds as follows a select a market refer to Paragraph 57 to open the Market Management screen y Perform market rounds Click on the Collections and utility readings button to open the Perform market rounds screen Cash Counter Click on the Control the cash counter function Dutton to open the Cash Counter screen Click on the button to open the Keyboard Entry screen and enter a value for the amount to be banked refer to Paragraph 25 Click on the veremet button to register the amount being banked Page 181 of 260 Bizaar Orf know your market BIZAAR USER MANUAL f Ensure the value in the Current Cash value box has been adjusted by the amount banked Collections List Screen 82 83 The Collections List screen refer to Figure 41 allows the user to select a trader to make a collection from g Collections List Fiter P2 Bbogs Joe PP1 BROWN DAVID w P4 Bloggs Joe P5 Brierley John w P40 Bloggs Joe wo P84 Bloggs Joe Figure 41 Collections list screen In the event that the Collections button is pressed and there is no float registered on the PDA application a question screen refer to Figure 42 will be shown Selecting S ves will open the Cash Counter screen refer to Paragraph 77 to allow the
165. ollows a Navigate to the Add Insurance screen by clicking on The Traders tab li The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 ili The Manage Trader Insurance button on the Trader Management screen iv Then either the Add Insurance button or insurance link on the Vehicle Summary screen Type the insurers name in the Insurer box Type the policy number in the Policy Number box Type the policy start date in the Valid From box Type the policy expiry date in the Valid To box Click on the Save button View Comments Button and Comments Screen 70 Selecting the View Comments button takes the user to the Comments screen for the selected trader refer to Figure 33 This screen permits the user to a Add a new comment against the selected trader View a list of any comments registered on the system for the selected trader The list of comments will include any comments created on and transferred from the PDA for the selected trader Return to the Trader Management screen by clicking on the Back button Page 55 of 260 Bizaar cf know your market BIZAAR USER MANUAL 71 All comments are automatically given a date time stamp and can have any number of photographs assigned to the comment Only comments transferred from the PDA will have photographs Kirklees Council Home lt sdmin s Markets Compliancy Checks Unit Transfer Tradera Reports invoe
166. on the Trader Statement screen b Select the payment type from the Add Payment dropdown list c Type in the value of the payment in the value box d Click on the Add Payment button The payment will now appear at the bottom of the Payments for Trader list Amending a Previously Made Payment 37 To amend a previously made payment proceed as follows a Navigate to the Payment Summary screen by clicking on IV The Markets tab The link for the market from the My Open Markets section of the My Markets screen On an allocated link in the Attendance and Vacancies list of the Market Management screen On the Update Payments button on the Trader Statement screen b Adjust the details in the value box for the payment to be amended Page 37 of 260 Bizaar cf know your market BIZAAR USER MANUAL c Click on the I icon to save the change to the database Deleting a Payment 38 To delete a payment proceed as follows a Navigate to the Payment Summary screen by clicking on I The Markets tab li The link for the market from the My Open Markets section of the My Markets screen ii On an allocated link in the Attendance and Vacancies list of the Market Management screen iv Onthe Update Payments button on the Trader Statement screen b Click on the icon for the payment to be deleted Mark Trader Absent Screen 39 The Mark Trader Absent screen refer to Figure 18 permits the user to
167. on the cross icon for the entry to be declined Page 44 of 260 Bizaar cf know your market BIZAAR USER MANUAL All Unit Transfer Requests Screen 52 The All Unit Transfer Requests screen refer to Figure 23 shows all of the units requested for transfer with additional details of the time and date of the unit allocation AY Requests screen icon is provided to delete an entry from the list of requests on the All Unit Transfer Kirklees Council Home admin s Markets Complency Checks MMi Traders Reports Invo cing Settings Change Pin Sign Out you are here gt Statement for Joe Bloggs Commiancy Checks gt Market Unit Transfers gt All Unit Transfer Requests All Unit Transfer Requests Pitch 1 Joe Bloggs 15 09 2011 14 30 58 ER Pitch 2 Joe Bloggs 15 09 2011 14 31 45 EF Figure 23 All unit transfer requests screen Viewing Deleting All Unit Requests 53 To view and edit all unit requests proceed as follows a Navigate to the All Unit Transfer Requests screen by clicking on i The Unit Transfer tab II The View All button on the Market Unit Transfers screen b Click on the icon to delete any allocation of a stall pitch or unit from the list TRADERS TAB 54 The traders tab takes the user to the Trader List screen refer to Figure 24 Initially no traders will be shown on the screen and the screen only has an action button to allow new traders to be added and a search facility to view trader
168. ope of tasks the user can Carry out are set d Handheld System Permissions section in which the users permissions for the use of the PDA are set e Reset Users Pin section that allows the users PIN to be reset to the default PIN Page 89 of 260 Bizaar Og know your market BIZAAR USER MANUAL Kirklees Council Home admins Markets Comphancy Checks UnitTransfer Traders Reports inven Bice s Change Pin Son Out you are here gt iqvoicing gt System Management amp Settings gt User Summary gt User Deta User Detail User Detail First Name Last Name Username Email Telephone Archived O Role Manager y User Market O Kirklees Batley Open Friday Market O Kirklees Birstall Open Thursday Market O Kirklees Cleckheaton Sat Farmers Market Kirklees Holmfirth Sun Farmers Market O Kirklees Heckmondwike Sat Market O Kirklees Holmfirth Thursday Market O Kirklees Heckmondwike Tue Market O Kirklees Holmfirth Sat Market Kirklees Holmfirth Craft BH Mon Market O Kirklees Dewsbury 2nd Hand fr Market O Kirklees Dewsbury Wed R1 Market Kirklees huddersfield open sat R2 Market O Kirklees Dewsbury R2 Wed Market O Kirklees Dewsbury R2 Sat Market O Kirklees Dewsbury Sat R1 Market O Kirklees Huddersfield Mon R1 Market O Kirklees Huddersfield 2nd hand Tues Market O Kirklees Huddersfield Thurs R1 Market O Kirklees Huddersfield Sat R1 Market O Kirklees thursday Market O Salibury tuesday Market O Salibury Saturday Market Select All Clear
169. or which the invoice is to be generated from the Select Market dropdown list select the trader for who the invoice is to be generated from the Select Trader dropdown list Insert the start date for the invoice in the Start Date box Insert the end date for the invoice in the End Date box Click on the Create Invoice link The invoice will be generated and displayed on the screen Create Ad Hoc Invoice Button 114 The Create Ad Hoc Invoice button takes the user to the Create Ad Hoc Invoice screen refer to Figure 52 that allows the user to create a single ad hoc invoice for a specific market and trader refer to Paragraph 115 Page 84 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Complancy Checks Unit Transfer Traders Reports Tees Settings Change Pim Sign Out you are here gt Trader List Reporting gt Invoicing gt Create Ad Hoc invoice Create Ad Hoc Invoice Select Market Salibury Saturday Market Select Trader Joe Bloggs Charge Type daily rate Charge Value 23 50 Date Incurred ora Comment E JE E Figure 52 Create ad hoc invoice screen Creating an Ad Hoc Invoice 115 To create an ad hoc invoice for a specific trader at a specific market proceed as follows a Navigate to the Create Ad Hoc Invoice screen by clicking on I The Invoicing tab li The Create Ad Hoc Invoice button on the Invoicing screen b Select the market for wh
170. plication and contains the following EE System Update Page 249 of 260 Bizaar rF BIZAAR USER MANUAL Figure 103 Bizaar update screen a A list of updates available for uploading not shown b A button not shown to confirm the selected update is to be loaded c ASS button to cancel the loading of an update and return to the Options section Note If no updates are available only the button will be shown at the bottom of the screen Loading an Update to Bizaar 156 To load an update onto the Bizaar PDA application proceed as follows Options IO a If required click on the button to open the Options section iw b Click on the update button to open the System Update screen c Select any available updates ready for installing from the provided list d Click on the button to install the update following any screen prompts that appear e If required at any time click on the button to cancel the update and return to the Options section Device Settings Screen 157 The Device Settings screen refer to Figure 104 allows the user to change the default printer communications COM port and contains the following a A Printer COM Port dropdown list Page 250 of 260 Bizaar Orf know your market BIZAAR USER MANUAL b A button to confirm the change of COM port and return to the Options section cC A button to cancel change of COM port and return to the Options section
171. provided to return the user to the Market Management screen refer to Paragraph 16 Page 31 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council fog me admin s Markets Menane ee a a a e E a e oe a a a as A aaeoa am a e E A e a a a a aT you are here gt Sal relay Bla Statement for Joe Bloggs Trader Statement Update Charges Update Payments Mark as Absent Print Receipt View Trader File daily rate 23 50 daily rate 23 50 Total Charged 47 00 Total Debt 0 00 Total P id 0 00 Balance 47 0 Back to Market Summary Figure 15 Trader statements screen Charge Summary Screen 31 The Charge Summary screen refer to Figure 16 permits the user to add standard charges that have been pre set on the system for the stall pitch or unit being viewed The screen is divided into the following sections a An Add Charges section that contains i A dropdown list that permits the user to select from a list of pre populated charges for the market such as rent and cleaning li An Add button that adds the charge to the traders account for that stand Once added the charge will appear in the lower half of the screen in the Charges for Trader list Page 32 of 260 Bizaar cr know your market BIZAAR USER MANUAL b The Charges for Trader list that shows all charges applied to this trader for the Stall pitch or unit selected To the right of each
172. r refer to Paragraph 22 In addition the application has the following common features that are accessed at different points while using the Bizaar PDA application a A Keyboard Entry screen refer to Paragraph 24 for input of data b A dropdown calendar refer to Paragraph 26 for input of dates c A Trader Search screen refer to Paragraph 28 to allow the user to search for a trader d A Camera instruction and Camera acceptance screen refer to Paragraph 32 that allows a photograph to be taken Page 138 of 260 Bizaar cf know your market BIZAAR USER MANUAL Main Menu Screen 21 The Bizaar main menu screen refer to Figure 10 is split into three primary sections as follows a A System section refer to Paragraph 38 default view that allows the user to log in and out of the application to start the transfer of data between the PC and PDA and to exit the application The system section is selected using the K system button b A Markets section refer to Paragraph 50 that allows the user to select the location they are responsible for and specific market at that location The markets section Markets is selected using the button c An Options section refer to Paragraph 150 that allows the user to reset the PDA to the factory default settings load any updates for the application and change the printer communication port The Options section is selected using the Options buttons
173. r cf know your market BIZAAR USER MANUAL WARNING CHANGING ANY OF THESE SETTING MAY CAUSE THE APPLICATION TO STOP RESPONDING OR CAUSE IT TO BEHAVE INCORRECTLY A list of settings with corresponding text boxes in which certain fixed settings are detailed for the system These settings are input by the Bizaar team on behalf of the Market Agency and it is advised that they are not adjusted as this may cause the system to operate incorrectly The settings are as follows Vi Vil A cash counter that sets the maximum cash a market collector can hold before the PDA application prompts him to conduct a cash run A receipt Footer 1 setting that permits the addition of user definable text A receipt Footer 2 setting that permits the addition of user definable text A receipt Footer 3 setting that permits the addition of user definable text An insurance grace period setting that sets the number of days grace permitted after trader insurance expires An insurance warning setting that flags the number of days before the trader insurance expires A warning will be given to the market collector via the PDA application An insurance enable setting that can be set to Y or N this enables or disables the tracking of trader insurance An Update Settings button that confirms any changes made to the settings and updates the database A Restore Defaults button that returns the settings to the default settings input by the
174. r fault occurs disconnect the PDA from the PC and repeat the procedures detailed in Para 8 Registry Change 10 To implement a registry change so that the PC and PDA will automatically synchronise when connected together proceed as follows Note This procedure should only be carried out by IT capable personnel seek advice from the Bizaar team before proceeding a Click on the Start button b Select Run from the start menu or search for and select Run using the Search programs and files facility c Enter regedit into the command box and click OK d Navigate through the registry and left click oon the HKEY_ LOCAL_MACHINE Software Microsoft WindowsCeServices entry e Right click in the right hand panel on some free space and select New DWORD Value f Name the DWORD Value to GuestOnly g Double click on the new GuestOnly DWORD entry and set the value to 1 h Ensure the Hexadecimal radio button is selected and click OK I Close the registry j Switch on and connect the PDA to the PC to ensure it connects with ActiveSync in Guest mode PDA START UP SCREEN 11 On application of power to the PDA the system will initialise and open the PDA start up screen refer to Figure 5 Page 133 of 260 Bizaar Or know your market BIZAAR USER MANUAL sE Start Fade TE D Friday 8 19 AM September 16 2011 Getting Started Tap here to set owner information No unread message
175. rader holiday transaction OK l iii Click on J in the Information message to confirm completion of the transaction Compliancy Check Screens 144 There are four screens used in the completion of a compliancy check three Compliancy Check screens and a Trader Licence screen The screens are as follows a A Compliancy Check search screen refer to Paragraph 145 that opens on Compliancy Check selection of the Record compliancy against traders button and allows a trader to be selected for a compliancy check A Trader Licence screen refer to Paragraph 146 that shows what the trader is licenced to sell and allows a compliance check to be initiated A Compliancy Check action screen refer to Paragraph 147 that allows a compliance check to be actioned A Compliancy Check note screen refer to Paragraph 148 that allows a note to be added to a compliancy check 145 The Compliancy Check search screen refer to Figure 92 has the following features and action buttons A Find traders not checked since dropdown calendar to select a date from which traders requiring a compliancy check will be taken from A box containing a list of traders that are due a compliancy check fulfilling the criteria set with the dropdown calendar Selecting a trader from the list will highlight the entry in blue A button that returns the user to the Manage market traders screen A button that opens the Trader Licence scr
176. ragraph 149 for reactivation and editing Page 121 of 260 Bizaar Or know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Compliency Checks Unit Transfer Traders feports Iinvo cing Settings Me e a ee o T you are here Reporting gt mroicing Merchandise Items Add New Merchandise Item Cr at e New Merchandise tem Active Merchandise Items Cars chips Dolls Archived Merchandise Items There are currently no archived merchandise items Figure 74 Merchandise items screen New Merchandise Item Screen and Existing Merchandise Item Screen 149 The New Merchandise Item screen refer to Figure 75 and Existing Merchandise Item screen has Note The Add Merchandise Item and Existing Merchandise Item screens are similar and are updated in the same way The Add Merchandise Item screen is shown at Figure 75 a An ltem Detail section containing i An Item Description box for inputting editing a description for the item ii An Archived tick box b A Categories section containing a tick box for each of the merchandise categories input for the market refer to Paragraph 145 c A Save button to save the changes made on the screen to the database Page 122 of 260 Bizaar Or know your market _ BIZAAR USER MANUAL Kirklees Council Home admins Markets Compliancy Checks Unit Transfer Traders Reports invoicing EaP Change Pim 3 Sign Out you are here imiicimg
177. reen ES 8 Trader Holidays Available Holidays Holiday S03 503 15 04 10 Holiday 503 503 16 04 10 Holiday PP1 PP1 15 04 10 Holiday PP1 PP1 16 04 10 Holiday PP1 PP1 16 04 10 Figure 89 Trader holiday availability screen 141 In the event that the button is selected without selecting an item from the Available Holidays list A selection Warning message will appear refer to Figure 90 Page 235 of 260 Bizaar Oct know your market BIZAAR USER MANUAL OK selecting d will accept the message and allow the user to select an item You must select a voucher to continue from the list Figure 90 Selection warning message 142 On completion of the signature screen a confirmation Information message refer to OK Figure 91 will appear select J to accept the message and return to the W Information The holiday was booked successfully Trader Search screen Figure 91 Holiday confirmation message Authorising Trader Holidays 143 To authorise trader holiday for a future market proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Manage market traders b Click on the Trader info and compliancycnecss button to open the Manage market traders screen Manage traders Add Edit traders use holdays etc button to open the Manage traders screen c Click on the Trader Holidays d Click on the Manage traders holidays b
178. reen d An button to open the Trader Insurance data entry screen for that insurance If the button is pressed without selecting an insurance entry a warning message refer to Figure 78 will appear Selecting J igs will Page 224 of 260 Bizaar rf BIZAAR USER MANUAL close the message and allow the user to select an insurance from the list for editing A Warning You must select an insurance record to edit v Figure 78 Insurance selection warning screen Page 225 of 260 Bizaar Orf know your market BIZAAR USER MANUAL 128 The Trader Insurance data entry screen refer to Figure 79 has the following features a H Trader Insurance Yalid From 127 05 09 Yalid To gt 5 10 Ref No ABC456 EEL Date Modified 12 05 09 14 25 58 Date Created 12 05 09 14 25 31 Figure 79 Trader insurance data entry screen a A Valid From dropdown calendar to select the start date of the insurance b A Valid To dropdown calendar to select the end date of the insurance c An Insurer text box with a button to open the Keyboard Entry screen to input the insurer s name d A Ref No value box with a button to open the Keyboard Entry screen to input the insurance reference number e Two line entries detailing the Date Modified and Date Created for the insurance record f A button to cancel the data entry and return to the Trader Insurance overview screen g A PA button to save the
179. reen Carrying Out a Factory Reset 154 To carry out a factory reset of the Bizaar PDA application proceed as follows Options E a If required click on the button to open the Options section b Click on the Factory reset button to open the Factory Reset screen WARNING A FACTORY RESET WILL WIPE BIZAAR SOFTWARE DATA STORED ON THE PDA AND WILL NEED TO BE REINSTALLED THROUGH THE SETUP WIZARD c and On the Factory Reset screen I Enter the four digit code provided on the screen text into the four dropdown boxes ii Click on the J button the reset confirmation box will open d On the reset confirmation box either Page 248 of 260 Bizaar Orf know your market BIZAAR USER MANUAL I Click on the ve button to initiate and complete the reset the setup message box will appear li Click on the v0 button to cancel the reset and return to the Options Section On the setup message box either I Click on the ve button to start the setup wizard the Location Selection screen will open Click on the button to cancel the wizard On the Location Selection screen call for assistance from the Bizaar team for the location of the servers and for completion of the screen data initiation of the setup wizard System Update Screen 155 The System Update screen refer to Figure 103 allows the user to load any software updates provided by the Bizaar team to the Bizaar PDA ap
180. refer to Figure 31 is the heart of the PDA application and is where the majority of the market management functions are initiated The screen appears after successful user login and market selection Page 164 of 260 Bizaar Orr know your market BIZAAR USER MANUAL Bizaar rf What would you like to do mua Manage market Pitches mmm Vacancy checks and assignments Perform market rounds Collect from your traders 5 Manage market info a Market summary comments etc Manage market traders Trader info and compliancy checks qe Back to Market Menu Figure 31 Market management screen 59 The main market management screen provides the following functions via five action buttons a Baa Manage market Pitches A BiB veconcy checisendessonments button that takes the user to the Manage market Pitches screen refer to Paragraph 60 with two submenus where pitches can be checked for availability and assigned to or removed from traders Perform market rounds A gt Collect fromyourtracers button that takes the user to the Perform market rounds screen refer to Paragraph 76 with two submenus where money received from traders can be collected recorded and managed wy Manage market info A Market summary comments button that takes the user to the Manage Market Info screen refer to Paragraph 98 with two submenus where comments regarding markets traders and weather can be entered and viewed
181. revent the PIN being read by unauthorised personnel An m enter PIN auton that opens the Keyboard Entry screen refer to Paragraph 24 A button that cancels the log in procedure and returns the user to the Bizaar main menu screen A button that logs the user into the Bizaar PDA application once a valid PIN is entered Page 152 of 260 Bizaar Orf know your market BIZAAR USER MANUAL ij Enter PIN Figure 21 Log in screen Logging into the Bizaar PDA Application 41 To Log into the Bizaar PDA application proceed as follows a start the Bizaar PDA application refer to Paragraph 15 Click on the wan button to open the Log In screen Select a username from the User dropdown list Click on the L button to open the Keyboard Entry screen refer to Paragraph 25 Either click on the button to log in or on the button to cancel the log in In either case the application will return to the Bizaar main menu screen NOTE the system will automatically log the user off the system after one minute of inactivity Page 153 of 260 Bizaar cf know your market BIZAAR USER MANUAL Logging out of the Bizaar PDA Application 42 To Log out of the Bizaar PDA application proceed as follows a If required click on the amp em button to open the System section b Glick on the button to log out of the application Data Transfer Screen 43 The Data Transfer screen refer to
182. roceed as follows a Navigate to the Trader Statement screen refer to Paragraph 92 Account ay b Click on the button to open the Trader Account screen c Click on the chase button to open the Charge screen d Inthe Charge screen I select the relevant charge from the list of charges li If required adjust the value of the charge by clicking on the button to open the Keyboard Entry screen and entering the new value refer to Paragraph 25 Accept lil Click on the Ao button to confirm the charge and return to the Trader Account screen Page 194 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Making a Trader Pitch Offer 97 If the Pitch Offer screen opens when navigating to the Trader Statement screen proceed as follows a On the Pitch Offer screen i Click on the x mae to the Collections List screen button at any time to cancel the pitch offer and return li Select either Accept or Reject from the Actions dropdown list iii Click on the gt d button to commit all changes and open the Signature screen b On the Signature screen I Complete the Signature screen as detailed in the completing signature procedure refer to Paragraph 37 ii Click on the button to open the Charges screen and setup charges refer to Paragraph 96 Manage Market Info Screen 98 The Manage market info screen refer to Figure 52 has two submenus and a return to main screen facil
183. s No tasks Calendar Contacts Figure 5 PDA start up screen 12 The start up screen has a icon which will open the Start dropdown list refer to C Bizaar Figure 6 which includes a icon that is used to start the Bizaar application Le E A Today Calendar Contacts Figure 6 Start dropdown list 13 During the loading of the Bizaar PDA application a loading screen refer to Figure 7 will appear Page 134 of 260 Bizaar cf know your market BIZAAR USER MANUAL Bizaar Orf LOADING Market Selection SK Powered by TMS Support Solutions Ltd Figure 7 Loading screen 14 On completion of loading the Bizaar main menu screen will appear refer to Paragraph 21 Starting Up the Bizaar PDA Application 15 To start the Bizaar PDA application proceed as follows a Switch on the PDA refer to Chapter 4 b Click on the icon to open the Start dropdown list c Click on the I icon to start the PDA Bizaar application The loading screen followed by the Bizaar main menu screen will appear while the application loads BLUETOOTH PRINTER CONNECTION 16 The pairing of the individual PDAs to their respective Bluetooth printers has been carried out by the Bizaar team prior to delivery of the units to the Market Agency Printer connection should be established by simply applying power to both the matched PDA and Bluetooth printer Page 135 of 260 Bizaar cf know your market
184. s follows Page 114 of 260 Bizaar cf know your market BIZAAR USER MANUAL a Navigate to the New Market Charge screen or existing market charge screen by clicking on I The Settings tab li The Manage Markets link on the System Management amp Settings screen iii The Market Charges button for the market on which the charge is to be added edited from the Active Markets list on the Market Summary screen iv Then on the Market Charge Summary screen either 1 On the New Charge button to open the New Market Charge screen if a new charge is to be added 2 On the charge name link in the Active Market Charges list or Archived Market Charges list to open the existing charge screen to update details for an existing charge b Input edit the name of the charge in the Charge Name box c Select the charge code from the Charge Code dropdown list d Input edit the VAT rate in the Vat Rate box e Input edit the cost of the charge including VAT in the Charge Value box f Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick the archived button if you wish to retain this record but not have it active on the system g Click on the Save button to apply any changes made to the screen and save them into the database Market Settings Screen 144 The Market Settings screen refer to Figure 71 has the following action buttons and sections Page 115 of 260 a Bizaa
185. s 92 Add New Charge Code Update Charge Code SCreen cccccccesceceeeeseseeseeeeseeeseeeeaees 93 Creating Editing Charge COdeS ccccccccsscccceeeeeseeeeeseeeeeseeeesaeseesseeeeesaeeessaeeesaaeeesaaes 95 Manage Locations LINK viisciacincaciccntecsuesmbseacseddesmasndsdeasaindcleunasnidlsncnsnbecmeriabioacaseideamaneddeasaandalons 95 New Location Detail Screen c scccccscceceseceseseeesceecesceeeescseeeseserescseeeseeeenceeeenceeeencess 96 EXISTING Location SCIEN cccccceccccseeecceeeeeceeececeeeeeseeeeeseueeeseueesseusesseusessaeeesseeesaaeeesaaes 97 POCA CANN LOCION ec crate a epee cee secrete eee ie ee cn eae rasa ee ceeseaenenietee ene tance eeetene 98 Manage Markets Link cccccsecccececeeeeeeeeseeeceeeeseeeceeseueesseeseueeeueeseeeseueeeueeseeeseeeeaeeesaees 99 New Recurring Market and Existing Recurring Market SCreens cccseeeeseeeeeeeeees 100 Adding Editing a Recurring Market ccccccccsseecseeeeeeeeeseeeeseeeeseeeeseueeseueeseeeeseeeesees 101 New Invoiced Ad Hoc Market and Existing Invoiced Ad Hoc Market Screens 102 Adding Editing a New Invoiced Ad Hoc Market ccccccccseceseeeeseseeseeeeseeeeseeeesees 103 Market Unit Summary SOC CI aaaispeceyeece desicee tececsenmecewaceueencacsieeeauaneenaceemeeauesneeneuaenuseseceus 104 Add Market Unit Single SCre n sencor aE E AEAEE RREO 105 PROGIING a omde Ynt Toa Marko lest oens cece cet saeat E 106 Add Marke
186. s already recorded on the system To populate the screen a search has to be carried out refer to Paragraph 59 The Add New Trader button opens the Add Trader screen refer to Paragraph 56 Page 45 of 260 Bizaar Og BIZAAR USER MANUAL Kirklees Council know your market Home admin s Markets Compliancy Checks Unit Transfer Mirrie Reports invotcing Settings Change Pin Sign Out you are here gt Statement for Joe Bogs Marked Unii Trancters Tracer List Trader List Add New Trader search Trader Names Search include archived traders Figure 24 Trader list screen 55 Once populated the Trader List screen refer to Figure 25 permits the user to view a photograph of the traders registered on the system and provides an overview of the traders contact details including email and phone details The screen also continues to provide the user with the trader search facility and the ability to add a new trader to the system Selecting a trader link from the list of traders opens the Trader Management screen refer to Paragraph 61 Kirklees Council home admin s Markets Complamcy Checks Umit Iransfer Micce Heports invoaomg Settings Change Pm gm Lat you are here gt Statement for Joe Boggs gt Markei Unit Transters Tracer List Trader List Add Hew Trader Search Trader Names jo Search indude archived traders Joe Bloggs Telephone j Mobile E Mail Ho riota National Insurance 1234 John Brierl
187. s gender male or female An Ethnicity dropdown list for the input of the trader s ethnic origin New Trader DOB 19 05 77 M Sender Ethnicity Figure 71 New trader personal details screen The entries for the trader s Forename and Surname are compulsory requirements if the button is pressed without entering this data a warning message refer to Figure 72 will appear Selecting J i will close the message and allow the user to complete the required data input Page 215 of 260 Bizaar cf know your market BIZAAR USER MANUAL You must enter the following fields to continue Surname Forename Figure 72 Name input warning message 118 The third New Trader screen refer to Figure 73 is for the input of the trader s address and has the following data requirements a Three Address text boxes a Town City text box a Region text box and a Postcode text box with associated buttons that open the Keyboard Entry screen refer to Paragraph 24 to enter the address of the trader b A Country dropdown list to enter the country for the address 2 New Trader Address The house Town City Rock land Region Rockshire Postcode NG212BE ae Country United Kingdom ii Figure 73 New trader address screen 119 The fourth New Trader screen refer to Figure 74 is for the input of the trader s contact details and VAT number and has the following data requirements Page 21
188. scribed followed by step by step instructions on how to carry out any actions for the group of screens Titles for descriptions are shown in normal text and for instructions in italicised text LOG IN SCREEN FOR THE MIS APPLICATION 7 The Log In screen Refer to Figure 1 has the following features a A User name text box b A Password text box c A Log In button d A Training System link the training system is not covered in this manual LJ Bizaar Market Management Log In User Name Hardman Password eeee Click here for the TRAINING system Support Number 44 0 1476 583370 Support Email Bizaar tmsss com Figure 1 PC Application Log In Screen Logging onto the Bizaar System 8 To Log onto the Bizaar system proceed as follows a Open internet explorer and click on the Bizaar icon to access the Bizaar Log In screen b Enter the User Name Page 13 of 260 Bizaar o BIZAAR USER MANUAL C Enter user Password d Press enter or click on the Log In Button 9 Oncompletion of Log In the Home screen will appear refer to Figure 2 Kirklees Council Hore admins Markeis ee eitings Change Pin gm Qul you are here gt ielcome to iren Welcome to Bizaar The ability to attach documents to a trader profile was created after a request from Plymouth System Documentation Getin Touch For support sales and feature requests Please contact the Bizaar Team
189. seeeeeas 65 Deleting a Recurring Charge cccccsscccseccceececeececeuceceucecsucessuseseuseseusessueessueesusessaes 65 Marker NC ENS Ce OR a A E E E E eae eee 66 Recording a New Compliancy Check cccccccccsecccceeeeeceeeeeeeecesseeeesseeeesseeeeseeeeesaees 67 Adding Trader Licences ccccccccsececceeecceeecsucecsececsueecsueecseecsueeesueessueeesseeeseeesseeesnags 68 Deleting Trader Licences gene een eee 69 Market Vouchers Screen cccccceecccceecceceeeeeseeceseeeceseaeeeceeeeeseeeesseeeesseeesseeeesseeesseseesaaes 69 Updating Voucher Progress ccccccesccseeceseeeeseeeceeeeseuceseueeseueessueeseueesesesueeseeeesenees 70 Adding a Voucher Against a Trader ccccsscccseeecceeeceeeeceeeecceeeseeeeseeesseesseeeesseeenaes 71 Deleting a Voucher From a Trade r ccccccceeccceececeeeeceeeeceeceseueeseuseseuseseueeseueeseeessnees 72 ROJA CTE 9 eee eee eee ene eee eee ec eee cee eee eee eee eee ee eee 72 RACINO THONGAY OTE a E aaetocaeegatadedacadagetaacesdenegees 73 Deleting an Available HOliday ccccccceccccsseeceeeceeeeseececeeeseuseseueesseeeseusesaeeesaeseneeees 74 Ada Trader to Market SEGO heroes nee E EEEE 75 Adding a trader to a Market cccccccccsececseeeeeeeeeeeeeeseeeesaeeeseeeesaeeesaeeesseeeseeeeseeeeseeeenees 75 REPORT TAB s ae E EES TS Creating Sacco rc atc eects a eae eee eeepc eedonse eestor 76 INVOICING TAB aeree eee eee EE E E ae ee 77 PS at CIN T
190. seeeessecesseeesseseessaeeesaaeeesaass 44 Declining Unit REQUESTS cccccceccseeeseeeceeeeeeeeseeeseeeeeeeeseeesaueseueeseeeseessueeseeeseeesaeeens 44 All Unit Transfer Requests SCIEN ccccccccceececceeceeceeeesseeesseeesseeeesseeeessaeeesseeeseeeeeas 45 Viewing Deleting All Unit REQUESTS ccceccceecceecceeeeseeeseeeeeeeeseeesauesseeesseeseueeseeesaess 45 TRADER S TAB rss cresraen testes deat bee cararie ae ateniod yadda pecan dbase E E E 45 Ada WSS CCC i sees ote E cw A E 47 SANOT TAES an a ee ren ene cee eee cee ee eee ee eee eee 48 Page 3 of 260 Bizaar cf know your market BIZAAR USER MANUAL Adding Editing amp Traders Detalls ria ctee cece ecciee eeci essence eee nse eee 49 Trader Management Screen cccccccccesececeeeceseeeeeseeeeeeeecesseeeesseeeessaeeessaueesaaeeesseeeeseeees 49 Personal Details SOCtTION cccccceccccseececeeececeeeeeceeeeeseueeeseeeeeseeesseeeesseeeessaeeessaeeesaeeeesas 50 Update Trader Details BUON ssxgecccseceecotecteacedeescececenscecesectaecncactseeonseeaceunceeaoncedeeeessedeecauae 51 Manage Trader Vehicles Button and Vehicle Summary Screen ccceccceeeeeeeeeeeeeees 51 Ada Venice SCs secs occ ec eae sec esc 52 Adding Editing a Traders Vehicle Details ccccccccceceeseeeeseeeeseeeeseeeeseeeeseeeeseeeenees 52 Manage Trader Insurance Button and Insurance Summary Screen cccceeeeeeeeee ees 53 EGRET gel giclee E E E eee ee
191. st New Recording Figure 53 Record weather screen Recording the Weather for a Market 100 To record the prevailing weather for a market proceed as follows a Select a market refer to Paragraph 57 to open the Market Management screen Manage market info b Click on the Market summary comments Hutton to open the Manage market info screen gt Record weather c Click onthe sre button to open the Market Weather screen d Select the current prevailing weather condition from the New Recording dropdown list e Click onthe d button saves the selected new weather recording f Click on the Rove button at any time to cancels the current operation and return to the Manage market info screen Page 197 of 260 Bizaar cf know your market BIZAAR USER MANUAL Comments Management Screen 101 The Comments management screen refer to Figure 54 has two submenus and a return to previous screen facility accessed using the following action buttons Add new comment a A OFF celeron comer button that opens the new Comments screen refer to Paragraph 102 where comments added including supporting photographs Search existing comments A b Find and view existing comments button that opens the Comments Search screen refer to Paragraph 108 where previously recorded comments can be searched for and viewed cC A button that returns the user to the Management market info screen Bizaar Or
192. st or Archived Charge Codes list to open an existing market Charge Code screen to update details for an existing charge code b Enter edit the charge code name in the Code box c Enter edit a detailed description for the charge code in the Description box d Click on the Archived tick box so a tick appears if the entry is to be archived Note Only tick the archived button if you wish to retain this record but not have it active on the system e Once all changes are completed click on the Save button to apply any changes made to the screen and save them into the database Manage Locations Link 125 The Manage Locations link takes the user to the Location Summary screen refer to Figure 59 This screen details all locations on the systems and allows the user to Page 95 of 260 Bizaar cf know your market BIZAAR USER MANUAL Add a market location using the New Location button in the Create New Location section to transfer the user to the New Location Detail screen refer to Paragraph 126 View existing market locations on the system in the Active Locations section and edit them using the location name link in the list to transfer the user to the existing Location screen refer to Paragraph 127 Kirklees Council Home admin s Markets Compliancy Checks Unit Transfer Traders Reports invo cing Sethe Be ee n you are here Reporing mycie System Manageme Location Summary Create New Location New Location
193. states the filters screen refer to Paragraph 29 and the results screen refer to Paragraph 30 29 The filters screen refer to Figure 14 has an upper and lower part as follows Page 143 of 260 Bizaar Orf know your market BIZAAR USER MANUAL The upper part of the filters screen has three filter text boxes with associated buttons to open the Keyboard Entry screen refer to Paragraph 24 The first few letters or numbers are input into one of the text boxes to search for a trader against one of the following criteria i The Name of the trader li The Vehicle Registration Number VRN of a vehicle registered against the trader iii The Postcode against which the trader is registered The lower part of the screen has two action buttons as follows Perform Search I A Find traders matching the fiters Dutton that will carry out a search on the criteria in the filter box and open the results screen II A button that cancels the search and returns the user to the Pitch Assigning screen Trader Search w C E postcode NE imma Perform Search Find traders matching the filters Figure 14 Trader search filters screen Page 144 of 260 Bizaar Orf know your market BIZAAR USER MANUAL 30 The results screen refer to Figure 15 has an upper and lower part as follows a The upper part has a box in which the traders that fit the filter search are listed Selecting a trader from t
194. t to allow an adjustment to be made to payment Page 35 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council Poe admin s Markets Werau ee ee ee ee ee a a a aE T you are here gt Payment Summary Traders Payment Trader Currently Owes 0 00 Pay an invoice Add Payment Cash me 47 00 Add Payment Payments for Trader Cash 47 00 Ref 1 Cash Ref 2 Je Back to Trader Statement Figure 17 Update payments screen b A Payments for Trader section that details all payment transactions made by the trader This section shows the following information for each transaction i Payment method in this screen case Cash ii The amount paid iii Ref 1 Detailing the payment method iv Ref 2 TBC v A Tick Icon J that applies any changes made to the entry by saving them into the database vi A EF used to delete the selected payment c A Back to Market Summary button provided to return the user to the Market Management screen refer to Paragraph 16 Page 36 of 260 Bizaar cf know your market BIZAAR USER MANUAL Adding a Payment 36 To add a payment proceed as follows a Navigate to the Payment Summary screen by clicking on IV The Markets tab The link for the market from the My Open Markets section of the My Markets screen On an allocated link in the Attendance and Vacancies list of the Market Management screen On the Update Payments button
195. t Unit Multiple Screen cc ccccccccccsececsecececeseeeeceeceseuceseuceseueeseneeseneesanees 107 Adding Multiple Units to a Market cccccccccseeeeseeeeseeeseeeeseeeeseeeesaeeeseeeeseeeeseeeesees 108 Existing Market Unit Detail Screen se tsasce ascetics anes cesuan i oacdscucdeudactieveudvcbevendesuareudeeaauce 109 Editing deleting Existing Units Allocated to a Market ccceccecseeeeeeeeeeeeeeeeeeseeees 111 Market Charge Summary Screen ccceecccseeccceeeeesaeeeeceeececeeeeeseecesseueesseeeesseeeesaeeeesaees 112 New Market Charge Screen and Existing Archived Charge Screen cccsscceeeeeees 114 Adding Editing Charges for a Market cccccecccseeeeceeeeseeeeseeeeseeeeseeeeseeeeseeeseeesaes 114 Market Settings Screen ccccceccccceececcsceceeeeeesescesaeececeeeeeseueeeseeesseeeessaesessaeeesseeeesaaes 115 Manage Merchandise Categories Link ccccccccssececeeeceseeeeeseeeeeseeesseeeesseeeesaeeesaaes 117 Add Merchandise Category Screen and Existing Merchandise Category Screen 119 Adding Editing Merchandise Categories ccccccccseececeeeeeeeeeesaeeeeeeeeeeeaeeesaeeessaees 120 Manage Merchandise Items LINK cccceccceccceeeeeeeeceeeseeeeneeeseeeseueeseeseeeeeeeneeeseeeseas 121 New Merchandise Item Screen and Existing Merchandise Item Screen 00008 122 Adding Editing Merchandise Items ccccccccssccceeecceeeeceeeeceeeecueeseee
196. t signature button to allow the signature shown in the signature box to be deleted d A button to return the user to the Pitch Offer screen e A button that opens the Charges screen to allow the user to set up charges against the unit and trader f lf the button is selected without entering a signature a signature Warning message refer to Figure 19 will appear Select J as to accept the message and enter a signature You must write in a signature to continue Figure 19 Signature Warning message Completing the Signature Screen 37 To complete a Signature screen proceed as follows a Click on the q Bae button at any time to return to the previous screen b If the Signature screen is being completed on behalf of the trader by their representative click on the Signed on behalf of tick box so that a tick appears in the box c Enter a signature in the signature box using the stylus A Clear signature d lf an error is made when entering the signatures click on the Ckersthe current signature button to erase the contents of the signature box Page 150 of 260 Bizaar cf know your market BIZAAR USER MANUAL e Click on the p button to complete the Signature entry and open the following screen SYSTEM SECTION 38 The System section refer to Figure 20 comprises of three action buttons ji izi a A an button that opens the Log In screen refer to paragraph 40 to permit th
197. te Last Check 07 09 2011 Last Check Details Pass Figure 21 New compliancy check screen Recording a New Compliancy Check 46 To record a new compliancy check for the selected trader proceed as follows a Navigate to the New Compliancy Check screen by clicking on I The Compliancy Checks tab li The Record Compliancy Check button on the Compliancy Checks screen Page 42 of 260 Bizaar cf know your market BIZAAR USER MANUAL b Select one of the following from the Status dropdown list Pass li Fail c Type in any relevant notes in the text box d Click on the Save button to apply any changes made to the screen and save them into the database UNIT TRANSFER TAB 47 48 The unit transfer tab opens the Market Unit Transfers screen refer to Figure 22 This screen permits the user to assign any request for a stall pitch or unit to a regular trader registered on the system Any assignments are automatically loaded onto the PDA when it is synchronised with the Management System on the PC The screen details any outstanding requests for a stall pitch or unit for each market that is open on the system For each open market there is a list of open requests Each entry on the list has a tick d icon and cross on icon to confirm or decline the request In addition the following dropdown lists and action buttons are provided to make new requests a A Select Unit dropdown list containing a list of a
198. tered A NI text box with an associated button that opens the Keyboard Entry screen refer to Paragraph 24 to enter the traders NI Page 213 of 260 Bizaar cf know your market BIZAAR USER MANUAL 2 New Trader Please enter the trader s NI number and click next Figure 69 New trader National Insurance screen c The entry of the trader s NI is a compulsory requirement if the button is pressed without entering an NI a warning message refer to Figure 70 will appear OK selecting d will close the message and allow the user to complete the required data input You must enter an NI to search for before you can enter a new trader I Figure 70 NI input warning message 117 The second New Trader screen refer to Figure 71 is for the input of the trader s personal details and has the following data entry requirements a A Title dropdown list for the input of the trader s title Mr Mrs etc b Forename and Surname text boxes with associated O buttons that open the Keyboard Entry screen refer to Paragraph 24 to enter the trader s name Page 214 of 260 Bizaar rf BIZAAR USER MANUAL An NI box that shows the word lt Encrypted gt in grey to indicate that the trader s NI number is on the system but is not shown for security reasons A DOB dropdown calendar refer to Paragraph 26 for the input of the trader s date of birth A Gender dropdown list for input of the trader
199. tes the threshold for the maximum amount of cash the market manager can hold has been reached Threshold that shows the threshold value shows the maximum pre set threshold value before a warning is initiated Current Cash that shows the running total of cash collected during the markets b An Alteration Section that has An alteration value box with an associated buttons to open the Keyboard Entry screen refer to Paragraph 24 to input a value A 2 button that adds the value shown in the Alteration value box to the Current Cash value box in the Status section A button that deducts the value shown in the Alteration value box from the Current Cash value box in the Status section c A lt a button that returns the user to the Perform market rounds screen Page 180 of 260 Bizaar Orf know your market BIZAAR USER MANUAL Registering a Cash Float 80 Toregister a cash float proceed as follows a select a market refer to Paragraph 57 to open the Market Management screen Perform market rounds Click on the Collections and utility readings button to open the Perform market rounds screen al Cash Counter Click on the Mitt controithe cash counter function button to open the Cash Counter screen Click on the button to open the Keyboard Entry screen and enter a value for the float refer to Paragraph 25 Q Click on the increment button to register the amount
200. the button at any time to return to the Mange market Pitches screen e On the Pitch Assigning screen Remove Trader Click on the Sf Remove a trader from the Pitch button to remove the trader from that unit il Ensure the traders details have been removed from the screen and the Remove Trader Assign Trader Wf Remove a trader from the Fitch Dutton changes to a Assign a trader to the Fitch Dutton ili Click on the button to return the user to the Pitch Selection screen f On the Pitch Selection screen Select a new unit to allocate trader to or remove a trader from li Click on the q Back button to return to the Market Management screen Perform Market Rounds Screen 76 The Perform market rounds screen refer to Figure 38 has two submenus and a return to main screen facility accessed using the following action buttons Collections a A Collect money from your traders button that opens the Collections List screen refer to Paragraph 82 Cash Counter b A NB Control the cash counter function button that opens the Cash Counter screen refer to Paragraph 77 Page 177 of 260 Bizaar Or know your market BIZAAR USER MANUAL cCc A button that returns the user to the Market Management screen Bizaar Tmi now your market Perform market rounds e Collect money from your traders Cash Counter Control the cash counter function Figure 38 Perform market rounds scree
201. ting Settings Change Pin Sign Out you are here gt Statement for Joe Bioogs gt Market Unit Transfers gt Trader List gt Joe Bloggs gt Co Comments Add Comment Comment Type Complaint Add Comment Trader Comments 12 05 2009 08 41 59 jharten continues to be rude 12 05 2009 08 41 52 jharten This trader is very rude Back Figure 33 Comments screen Adding a Comment 72 To add anew comment for a trader in the Comments screen proceed as follows a Navigate to the Comments screen by clicking on The Traders tab ii The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 iii The View Comments button on the Trader Management screen b Select one of the following comment types from the dropdown list i Complaint Page 56 of 260 Bizaar cf know your market BIZAAR USER MANUAL li Goods query iii Note iv Warning c Type the comment in the text box d Click on the Add Comment button View Files Button and Trader Files Screen 73 Selecting the View Files button takes the user to the Trader Files screen refer to Figure 34 This screen permits the user to a Browse for files associated with the trader on the system using the Browse button b Upload the files by clicking on the Upload link once a browse has been completed c Return to the Trader Management screen using the Back button Kirklees Council Home admin s Mark
202. tion box for entry of details for the market c An Available Vouchers tick box to activate a voucher scheme for the market If required d Seven Days tick boxes to create recurring markets on those days of the week ticked e A Save button to save the changes made on the screen to the database Page 100 of 260 Bizaar cf know your market BIZAAR USER MANUAL Kirklees Council Home admin s Markets Complancy Checks Unit Transfer Traders Reports Invoicing E ups Change Pim Sign Out you are here nwoicing gt System Management New Recurring Market Market Detail Location Kites Description Available O Attendance Voucher Vouchers Days O Sunday O Monday Ll Tuesday O Wednesday O Thursday O Friday O Saturday save Figure 63 New recurring market screen Adding Editing a Recurring Market 131 To add edit a recurring market proceed as follows a Ensure the required market location is registered on the system refer to Paragraph 128 b Navigate to the New Recurring Market or Existing Recurring Market screen by clicking on i The Settings tab li The Manage Markets link on the System Management amp Settings screen iii Then on the Market Summary screen either 1 On the New Recurring Market button to open the New Recurring Market screen if a new recurring market is to be added 2 On the market name link in the Active Markets list to open the existing recurring
203. to Paragraph 77 b Raising invoices against the using the icon to transfer the user to the Invoices screen refer to Paragraph 79 c Assigning units stalls or pitches to the trader using the icon to transfer the user to the Trader Market Unit Summary screen refer to Paragraph 81 dz d Manage charges for the trader using the icon to transfer the user to the Market Recurring Charges screen refer to Paragraph 84 Page 58 of 260 Bizaar cf know your market BIZAAR USER MANUAL e Manage the traders trade licences using the icon to transfer the user to the Market Licence screen refer to Paragraph 87 f Manage vouchers for the trader using the sch icon to transfer the user to the Market Vouchers screen refer to Paragraph 91 g Manage the trader s holidays using the icon to transfer the user to the Market Holiday screen refer to Paragraph 95 h Delete the trader from the current market using the icon refer to Paragraph 76 Deleting a Trader from a Market 76 To delete a trader from a market proceed as follows a Navigate to the Trader Management screen by clicking on i The Traders tab The link for the trader on the Trader List screen after carrying out a search refer to Paragraph 59 b Click on the icon for the relevant market on the Trader s Markets section of the Trader Management screen Note No confirmatory warning is given
204. trader Click here to Quick Pay b A quick payment facility initiated by selecting the Y button that allows a quick payment for the full amount shown on the Outstanding line of the balances section The quick payment facility has the following features and functionality Click here to Quick Pay The ss button has a dropdown list that allows the method of payment to be noted from a choice of 1 Cash 2 Cheque 3 Adjustment selecting the quick payment button opens one of two information messages as follows Page 185 of 260 Bizaar rf BIZAAR USER MANUAL 1 If the Outstanding balance is 0 00 an information message indicating that no payment is due refer to Figure 45 appears Select J to accept the message and return to the Trader Statement screen This trader does not owe any money Figure 45 Nil payment due message 2 If the Outstanding balance is greater than 0 00 a payment confirmation message refer to Figure 46 appears Selecting J 2e will confirm the payment print a receipt and return the user to the Trader Statement screen Selecting a No will return the user to the Trader Statement screen without the payment being made Note If the PDA is unable to connect to the Bluetooth printer an error message will appear The printer will need to be connected before the receipt can be printed refer to Paragraph 19 Are you sure you wish to record a quic
205. ts 20 25 49 54 55 164 communications 245 Complaint 25 56 Compliance 90 Compliancy 14 40 41 66 238 241 242 243 Compliancy check 14 40 241 configuration 115 123 counter 114 1 6 177 default 137 211 244 245 Delete 58 details 14 35 40 42 44 45 46 49 52 85 86 87 90 94 97 115 119 122 150 214 220 221 222 230 Electronics 67 Email 89 Factory Reset 246 248 Flowers and gardening 67 Footer 114 Goods 25 56 grace period 114 Groceries 67 holiday 71 168 233 234 235 236 237 Insurance 49 52 53 114 115 223 225 226 227 Insurance 52 53 114 115 213 217 218 222 226 ltems 85 Licence 66 243 licences 85 150 licensed 41 85 location 7 99 101 156 157 160 162 Locations 85 94 161 logged 125 128 150 151 156 login 125 150 151 163 logoff 125 151 Logon to the PC application 12 main menu 133 137 Manage 49 50 52 57 58 85 86 90 94 97 115 119 122 165 166 169 170 173 174 210 211 management 7 9 14 15 19 20 42 48 49 150 157 160 163 164 177 231 Management 7 57 211 231 237 Manager 90 Page 257 of 260 Bizaar cf know your market BIZAAR USER MANUAL manual 7 9 74 127 147 253 255 market 7 9 14 15 16 19 20 25 31 39 40 57 58 59 61 62 64 65 74 85 99 100 101 102 109 114 128 156 157 160 163 164 165 166 167 170 173 1
206. ts were found for your search criteria I Figure 63 Nil result warning message e A ie button that returns the user to the Comment management screen 110 The Comment Search selection screen refer to Figure 64 allows an existing comment to be selected and viewed The Comment Search selection screen has the following features and action buttons a A list detailing the comments meeting the search criteria entered on the Comment Search filter screen Selecting a comment will highlight the comment in blue Page 207 of 260 Bizaar cf know your market BIZAAR USER MANUAL Back to Filters b A Return to the erste yasan button that returns the user to the Comment Search filter screen C A button that returns the user to the Comment Search filter screen Comment Search Complaint Related to Related to Back to Filters Return to the filters to try again Figure 64 Comment search selection screen d A button that opens the Comment screen for the selected comment from the list If no comment is selected when the button is operated a OK selection Warning message refer to Figure 65 will appear select d to accept the message Note A Comment screen that is opened through the Comment Search facility is similar to the Comment screen for a new comment refer to Paragraph 102 but cannot be edited and only has a Cancel button to return the user to the Comment Search screen Pleas
207. unit the Pitch Offer screen refer to Paragraph 97 will open in place of the Trader Statement screen h If the insurance warning message appears click on J OF to accept the message Registering a Payment made by a Trader for the Current Outstanding Balance on their Account Quick Payment Method 93 To register a payment for the current outstanding balance owed by a trader using the quick payment method proceed as follows a Ensure the Bluetooth printer is on and connected to the PDA refer to Paragraph 16 b Navigate to the Trader Statement screen refer to Paragraph 92 Click here to Quick Pay c Inthe button dropdown list select the type of payment being made Click here to Quick Pay d Click on the e Y button to initialise the payment e Click on J ves in the payment confirmation question message to register the payment and print a receipt Note If the printer error message comes up check printer connectivity refer to Paragraph 19 Page 192 of 260 Bizaar Oct know your market BIZAAR USER MANUAL Registering a Payment made by a Trader for an amount other than the Current Outstanding Balance on their Account Normal Payment Method 94 To register a payment for an amount other than the outstanding balance using the normal payment method proceed as follows a Ensure the Bluetooth printer is on and connected to the PDA refer to Paragraph 16 b Navigate to the Tr
208. used to add edit and delete regular traders and record details such as licencing and vehicles against them refer to Paragraph 54 vi The Reports tab that is specific to the management agency refer to Paragraph 100 Page 15 of 260 Bizaar Opr know your market BIZAAR USER MANUAL vii The Invoicing tab used to create and manage invoices refer to Paragraph 103 vill The Settings tab used to manage the initial setup of each market refer to Paragraph 118 ix The Change PIN tab that allows the current operator to change their Log In PIN refer to Paragraph 152 x The Sign Out tab that allows the current operator to leave the application and returns the user to the Log In screen refer to Paragraph 154 eum Hardman s Markets Merun see et eee ee ee ee ee E a Ti Figure 4 Sub menu selection tabs c The Bizaar application screen navigation aid detailing the user s position within the application refer to Figure 5 Screen names in grey show the users current position in the system Screen names in purple provides a breadcrumb trail with each screen names being divided by the gt symbol Clicking on any purple screen name in the navigation aid with the mouse pointer will take the user to that screen The screen names shown in purple will time out after approximately 20 minutes if not visited and will no longer be displayed on the navigation aid In the event the screen name has timed out navigation to that screen
209. utton to open the Trader Search screen Page 236 of 260 Bizaar Oct know your market BIZAAR USER MANUAL e Carry out a trader search refer to Paragraph 31 to select a trader and open the initial Trader Holidays screen f On the initial Trader Holidays screen Vi Click on the button at any time to cancel the current action and return the user to the previous screen Check the correct traders name is shown in the Trader line at the top of the screen Check the correct Market Location is shown in the Location line Select the market from which the holiday is to be taken from the Market dropdown list Select the market date on which the holiday is to be taken from the Date dropdown list Click on the button to open the Trader Holidays availability screen g Onthe Trader Holidays availability screen Click on the button at any time to cancel the current action and return the user to the previous screen Select a holiday to use from those available in the list Click on the button to open the trader signature screen Note If no holidays are available they need to be added to the system for the trader using the PC Management System h On the Signature screen Complete the Signature screen as detailed in the completing signature procedure refer to Paragraph 37 Page 237 of 260 Bizaar cf know your market BIZAAR USER MANUAL Next li Click on the button to complete the t
210. v Select the trader s gender from the Gender dropdown list v Select the trader s ethnic origin from the Ethnicity dropdown list vi Click on the y button to open the third New Trader screen Note If the y button is clicked without entering a Forename and or i OK Surname a Warning message will appear click on d to accept the message and enter the Forename and or Surname Page 219 of 260 Bizaar cf know your market BIZAAR USER MANUAL On the third New Trader screen I Click on the button for each address text box in turn to open the Keyboard Entry screen and enter the trader s address refer to Paragraph 25 li Select the country for the address from the Country dropdown list iii Click on the y button to open the fourth New Trader screen On the fourth New Trader screen I Click on the button for the E Mail text box to open the Keyboard Entry screen and enter the trader s e mail address refer to Paragraph 25 li Click on the O button each of the Tel s text boxes in turn to open the Keyboard Entry screen and enter the trader s telephone numbers refer to Paragraph 25 ili Click on the button for the VAT text box to open the Keyboard Entry screen and enter the trader s VAT number refer to Paragraph 25 iv Click on the y button to open the last New Trader screen On the last New Trader screen i 3 Take new photo I Click on the WS Take a new photo of th
211. voice button takes the user to the Batch Invoice Generator screen refer to Figure 49 that allows the user to generate a batch of invoices for a specific market refer to Paragraph 110 Kirklees Council Home admins Markets GComplaency Checks Unetiransfer freders Reports tee Settings Change Pin Sgr Dut you are here gt Trader List Reporting Invoicing gt Hatch Ir Batch Invoice Generator Select Market Salibury Saturday Market Start Date ovo End Date 30 05 11 Figure 49 Batch invoice generator screen Creating a Batch of Invoices and Viewing a Specific Invoice from the Batch 110 To create a batch of invoices for a specific market proceed as follows a Navigate to the Batch Invoice Generator screen by clicking on i The Invoicing tab li The Batch Invoice button on the Invoicing screen b Select the market for which the batch of invoices is to be generated from the select Market dropdown list C Insert the start date for the batch of invoices in the Start Date box d Insert the end date for the batch of invoices in the End Date box e Click on the Create Invoice link A list of invoices for the batch criteria set will appear at the bottom of the Batch Invoice Generator screen refer to Figure 50 Page 82 of 260 Bizaar Og know your market BIZAAR USER MANUAL Kirklees Council Home sdmin s Markets Comphency Checks Umit Tr nsier fTrders Reports Tees Settings Change Pin Sgn Out you are
212. vouchers recorded for the trader selecting a voucher entry from the list will highlight the entry blue ready for selection b A button to return the user to the Trader Menu screen c An button to open the Trader Vouchers data entry screen for that voucher If the button is pressed without selecting an voucher entry a warning message refer to Figure 87 will appear Selecting J OK will close the message and allow the user to select a voucher from the list for viewing A Warning You must select a voucher to continue J Figure 87 Selection warning message Trader Holidays Screens 137 There are three screens used in the completion of a holiday transaction two Trader Holidays screens and a Signature screen On completion of a trader holiday transaction Page 233 of 260 138 139 Bizaar cf know your market BIZAAR USER MANUAL the traders unit availability will be set to holiday for the requested market day this makes it available for any casual trader to use The screens are as follows a An initial Trader Holidays screen refer to Paragraph 139 that opens on selection Trader Holidays of the Manage traders holidays button and allows the market manager to action a period of holiday for a trader An Trader Holidays availability screen refer to Paragraph 140 that shows available holiday for the trader A signature screen refer to Paragraph 36 to allow the trader to sign for th
213. w the control of all aspects of the running of markets by a market manager The screens consist of selection tabs action buttons dropdown lists tick boxes and text and value boxes Dropdown lists are opened by clicking in the down arrow and then clicking on the item to be selected from the list that appears The PDA has a touch screen and is provided with a stylus to assist with selection Selection of the features on each screen is made by touching the item on the screen Touch screen selection will be denoted by the phrase click on throughout this chapter security is achieved by each user having a unique Username and Personal Identification Number PIN This chapter has been set out so each group of related screens and their features are described followed by step by step instructions on how to carry out any actions for the group of screens Titles for descriptions are shown in normal text and for instructions in italicised text Page 129 of 260 Bizaar cf know your market BIZAAR USER MANUAL PDA TO PC SYNCRONISATION 6 The PC must be correctly configured and have the Microsoft ActiveSync software installed before the PDA can be synchronised with the PC Before synchronisation of data can take place a partnership must be created between the PC and PDA refer to Paragraph 8 Alternatively a registry change can be set up on the PC so that the PC and PDA automatically synchronise whenever the PDA is conne
214. was very good Figure 12 Market comments screen Adding a Comment 25 Toaddacomment proceed as follows a Navigate to the Comments screen by clicking on i The Markets tab li The link for the market from the My Open Markets section of the My Markets screen iii The Market Comments button on the Market screen b Select the comment type from the Comment Type dropdown list C Select a trader or Do Not Associate with a Trader from the Associate with Trader dropdown list Page 27 of 260 Bizaar cf know your market BIZAAR USER MANUAL d Type the comment into the comments box e Oncompletion click on the Add Comments button The comment will now appear in the Market Comments list at the bottom of the screen Viewing Previous Comments 26 To view previous comments proceed as follows a Navigate to the Comments screen by clicking on I The Markets tab li The link for the market from the My Open Markets section of the My Markets screen iii The Market Comments button on the Market screen b Click on the required comment in the Market Comments list Absent Traders Screen 2 The Absent Traders screen refer to Figure 13 lists any traders that were found to be absent when the market was held The Absent Trader screen is populated either from data transfer from the PDA refer to Chapter 3 or allocating the trader as absent on the Trader Statement screen refer to Paragraph 30 Page 28 of 260

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